Key Financial Reporting

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Throughout the year UB delivers further details on specific types of financial information gathered from a variety of sources.

Financial Management Reports

Report Name
Report Description
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Subject Matter Expert
Corporate Financial Indicators (CFI)
Indicators of financial performance >Log In To View Lance Mahalic
Budget Comparison Workbook
Comparison of Current Year Sate Operating budget
>Log In To View Jennifer Pesany
DIFR Budget   DIFR budget submitted to SUNY >Log In To View Michelle McCartney
Educational Opportunity Center (EOC) Report
To assist EOC in maintaining fiscal accountability and efficient use of its resources. >Log In To View Tricia Canty
External Debt Schedule
To summarize the long term debt by funding source for external debt
>Log In To View Lance Mahalic
Facility Cost Study
Facility costs per campus to provide square foot pricing
>Log In To View Lance Mahalic
Federal Aid/Direct Loan Expenditures
Expenditures by aid year for large federal and state funding sources >Log In To View Carrie Hutchins
Graduate Application Analysis
Summary and detail information of graduate application fees collected >Log In To View Sean Gardner
GUSF Collections Detail General University Service Fee(GUSF) collected on campus by funding source
>Log In To View Carrie Hutchins  
NSF Survey
Annual accumulation of all R&D expenditures for research
>Log In To View Brendan Davis
Research Foundation Assessment Annual deduction of ICR fund pool held by RF Central for Administration Support
>Log In To View Brendan Davis
Research Foundation Key Financial Indicators
RF key financial data for research
>Log In To View Brendan Davis
Research Foundation Projections
Indirect Cost Recovery (ICR) and Direct Costs (DC) projects by sponsor type
>Log In To View Brendan Davis
RF Indirect Projection RF ICR projection, total cost comparison by sponsor type >Log In To View
Brendan Davis
SUNY Form 1 State account level financial plan submitted to SUNY
>Log In To View Michelle McCartney
TAP Fund Multi-Year Report
Trending information for TAP funds
>Log In To View Jennifer Pesany
Tuition and Fee receivable balances
Receivable balances on campus, at attorney general or collection agency by quarter for tuition and specified fees by aid year
>Log In To View Carrie Hutchins
Tuition Credits Projections and adjustments for tuition credits >Log In To View Jennifer Pesany
Tuition Revenue Monitor tuition revenue assessments throughout year and compare to SUNY target to determine overflow or shortages of tuition
>Log In To View Carrie Hutchins
U/G and Graduate Scholarship Expenditures
To detail expenditures for graduates by entity and undergraduate scholarships by amounts and funding source
>Log In To View Carrie Hutchins
Unit Financial Summary
Financial  status of state funding sources by unit >Log In To View Debbie Schmigiel
Utility Reports Quarterly report comparing budget to actual utilities expenditures
>Log In To View
Michelle McCartney
Utility Management Timeline Timeline of utility management
>Log In To View
Michelle McCartney

Process Improvement Reports

Report Name
Report Description
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Subject Matter Expert
Business Process Improvement
Summary of proposed, in-process and completed improvement projects
>Log In To View Mike Maute

Procurement Reports

Report Name
Report Description
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Subject Matter Expert
MWBE - SUNY     >Log In To View   Dan Vivian

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