Finance & Business: University Budget Office

University Budget Office



www.budget.psu.edu

Stephen R. Curley
University Budget Officer
src2@psu.edu

Patty Tarbay
Staff Assistant
pam13@psu.edu

Administrative Office:
308 Old Main
814-865-7642 (ph)
814-863-8050 (fax)

Units Within:
Budget & Reporting Division
Information Resources
Network Services
The primary functions of the University Budget Office are:

1. To assist the President and the Budget Task Force in developing, implementing, monitoring, and controlling the University's annual operating budget. The office serves as principal staff to the Budget Task Force, preparing all agenda materials and implementing budgetary decisions.

2. To support the University strategic planning and budget process through participation in deliberations of committees and hearing panels, presentation of essential institutional data and preparation of various analyses and reports.

3. To serve as the primary office for complying with the University's central external reporting requirements. In most cases, the reports are prepared by the Office. In other cases, consistent, "official" data are provided to other offices for reporting purposes.

4. Continue to develop and produce institutional databases to provide the source of "official" data for both internal and external reporting.

These functions are accomplished by the administration's three divisions.

The Budget & Reporting division provides primary staff support to the University's Budget Task Force; the University strategic planning process; implements and monitors current year operating budget; and provides cost studies and analyses. This division develops the state appropriation request, income and expense projections, tuition projections, and information pertinent to salaries, employee benefits, new program initiatives and other general university operating cost increases. Information is provided for a myriad of mandated federal and state reports, surveys and ad hoc requests from the Association of American Universities Data Exchange, publishers, students, employees, and other persons and agencies/corporations needing information about the University.

The Information Resources division includes computer support for many of the major functions served by the Budget & Reporting division; development and maintenance of appropriate ISIS and IBIS functions for the office and the University. Information Resources also provides the annual production of official files and mandatory official reports on core human resources, student, and financial data for the U.S. and Pennsylvania Departments of Education and the Association of American Universities Data Exchange. Various university-wide data is presented in the Factbook which is maintained by the University Budget Office.

Network Services provides computer hardware, software, training and network expertise to more than one hundred users within the University Budget Office, Offices of the President, Board of Trustees, Finance and Business, Corporate Controller, Associate Treasurer and Educational Equity.

United Way Thanks F&B
The United Way Luncheon to thank the Finance & Business staff who led this year's campaign was held on April 14 at the Penn Stater Conference Center Hotel. Guest speaker Gary Schultz thanked all involved for another successful year. See Photos.
F&B Opens Comment Box for QS/QP Awards
The 2009 Quality Service, Quality People Awards have come and gone. Five outstanding employees were awarded for their hard work and commitment. We want to know what you think about the awards and/or the award ceremony. Send your comments, suggestions, and thoughts to Kim Belcher.
Schultz Wins Addison Award
Senior Vice President for Finance & Business/Treasurer Gary Schultz received the Arnold Addison Award from the Borough of State College (pdf). The award recognizes significant achievement in supporting a strong town-gown relationship. Congratulations Gary!
2009 QS/QP Awards Presented
Winners of the 2009 Quality Service, Quality People Awards were announced at the Awards Ceremony on Thurs., May 7 at the Nittany Lion Inn.
F&B's First Wellness Fair a Hit
Thousands of employees flocked to the BJC for the first installment of F&B's Healthier U Wellness Fair. The event featured a large range of wellness services and practices from over 25 vendors and groups.
Weidner Elected to Chair NACCU Board
Joel Weidner, director of information systems for Auxiliary & Business Services, was elected as the board chair of the National Association of Campus Card Users (NACCU) at the association's annual meeting held on March 11 in Orlando.
Goldsmith Headlines Annual Spring Retreat
This year’s F&B Spring Retreat featured a high-energy presentation by keynote speaker Dr. Marshall Goldsmith, best-selling business author and respected leader in business. Dr. Goldsmith is author of “What Got You Here Won’t Get You There.”
F&B Welcomes Kofi Ofori to its Central Office
Beginning April 20, Kofi Ofori will assume the role of special assistant to the senior vice president for Finance & Business. Kofi returns to F&B with a variety of experience, most recently as a recruiting manager for Robert Half Finance and Accounting in New York. In 2002 Kofi was a purchasing agent with Penn State and was also F&B’s first diversity intern.
Amaechi Speaks to University Technical Service Employees
Over three days, nearly 800 staff members attended several talks by Penn State alumnus and former NBA player John Amaechi. The events were held in the Bryce Jordan Center's Founders Room and focused on the University's technical services employees.

Photos from the event
Employee Ethics and Compliance Hotline
Address your concerns about workplace issues anonymously with the Ethics and Compliance Hotline. This service will assist you with problems including financial matters such as fraud, theft, conflict of interest, and other violations of University policy, including research compliance matters, discrimination, athletics-compliance issues, and more. The hotline is available 24 hours a day, seven days a week at 1-800-560-1637.
F&B Newsletter
View current and past issues online.