Budget Office

The campus Budget Office is responsible for:

strategic appropriation of New York State tax support
auxiliary agency program/grant resources for relevant state initiatives
and campus tuition and fee revenue.

Main charges include development of operating budgets for funds within the academic enterprise portfolio (revenue offset, income fund reimbursable (IFR), and State University of New York Tuition Reimbursable account (SUTRA)), as well as composition of both operating and capital plans for dormitory operations; cumulatively managing operating resources in excess of $110M. Secondary charges of the office include maintenance of allocation and expenditure activity, as well as routine reconciliatory audits for all main budget objects. These efforts fuel an overarching commitment to sound Financial Reporting which bolsters resource management to enrich student experience and success.

In correlation with budget management, the Budget office is a task approver for the processing of interview exchange personnel forms including request-to-fill position forms, undergraduate student employment action justification forms, and unclassified appointment forms.

Forms

Expense Journal Transfer

This fillable PDF form enables account managers to transfer the commitment of an expense or an expenditure credit to a different account.

Allocation Transfer

This fillable PDF enables account managers to transfer spending authority/budget appropriation from one budget object to another, and/or one account to another. Allocation transfers are only permitted intra-fund; allocation cannot cross funds.

Payroll Journal Transfer

This is a specific type of expenditure transfer permitting transfer of expense in correlation with a specific earner. This is opposed to general expenditure transfers facilitated by expenditure transfer forms whereby only general lump sums are moved. The benefits of payroll journal expenditure transfers include the ability to report on expense totals by person rather than at the account level. Link to the form coming soon.

Special Considerations

A positive expense is a charge, synonymous with debit. A negative expense is a credit. A positive allocation increases spending limits whereas a negative allocation reduces spending limits.

Budget User Resources

Business Intelligence: An account management resource tool providing budget detail including revenue/cash balances, allocation, and expenditure activity. The Finance office provides training for administrative support staff that manage departmental fiscal resources.

Contacts

[email protected]

Elizabeth Izard
Director of Budget & Financial Reporting

Shawn Nies
Assistant Director for Budget & Financial Reporting

Paul Miner
Data Analyst and Campus Security Administrator

Melissa Miller
Budget Analyst