The Division of Finance and Administration is committed to identifying, analyzing and improving our existing business processes to create greater efficiencies and cost savings, leading to high levels of service to students, faculty and staff.
Many of the division’s initiatives involve analyzing and improving operational processes and employee skillsets to achieve more efficient workflows and overall business growth. Several projects are planned or are underway.
Updated 4/4/2022
Implement the ShopBlue procure-to-pay solution. This solution provides an Amazon-style purchasing experience for the requistioner and will result in:
Project leaders:
Mike Maute, Business Services
Project committee:
Marie Colella, Procurement Services
Jennifer Pesany, Financial Management
Linda Deni, Procurement Services
Barb Lorango, Procurement Services
Michelle McCartney, Financial Management
Angie Rzeszut, Financial Management
Annette Saraceno, Financial Management
Procurement representatives from Alfred State, Alfred University, Brockport, Buffalo State, Erie Community College, Fredonia, Geneseo, Monroe Community College, Stony Brook, SUNY Administration, and the Research Foundation
Updated 4/4/2022
The Resource Planning subcommittee is charged with providing financial planning support and investment tracking for the Instructional Facilities Steering Committee.
Specifically, we will:
Office of the Provost, Office for Vice President of Finance and Administration and senior leadership
The Instructional Facilities Budget is developed and approved annually as part of the Central University Budget during the university's Annual Resource Planning Process.
Project leader:
Joe Lewandowski, Resource Planning
Project committee:
Peter DiNunzio, Resource Planning
Suzanne Gentz, University Facilities
Tricia Kandler, Purchasing and Contracts Services
Nancy Kielar, CIO Administrative Operations Office
Michelle McCartney, Financial Management
The Real Estate and Resource Planning committee consists of members from Real Estate, Resource Planning, Business Services and Facilities who are collaborating to create business plans for leased properties. The business plans include ten-year forecasts of revenue and expenses for each building.
Establishing a portfolio of business plans for leased properties will allow for a comprehensive evaluation of properties and facilitate the identification of efficiencies, savings and areas in need of investment.
Other areas of improvement achieved by the committee include the development of a property management dashboard in SIRI to streamline reporting for leased properties and a full review of facilities cost rates charged to properties.
Senior leadership
The leased properties budget is developed and approved annually and reviewed quarterly as part of the Central University Budget during the university's Annual Resource Planning Process.
Project committee:
Ashley Butcher, Financial Management
Beth Corry, Business Services
Pete DiNunzio, Resource Planning
Suzanne Gentz, University Facilities
Stacy Knapper, UB Foundation
Joe Lewandowski, Resource Planning
Michelle Maurer, UB Foundation
Carla Persico, Real Estate and Property Management
Tonga Pham, University Facilities
Ron Place, Real Estate and Property Management
Functional:
Technical:
Completed:
In Process:
Next:
Senior administrators, faculty and staff should have easy, well-supported electronic access to the data and information necessary to perform and manage their university functions, thereby eliminating the need to create shadow and supplemental systems.
Project leaders:
Beth Corry, Business Services
Project committee:
Technical leads:
Tom Okon, Business Reporting and Systems
Gary Pacer, Enterprise Application Services
Functional leads:
Joe Lewandowski, Resource Planning
Jennifer Pesany, Financial Management
User liaisons:
Katie Beakman, Jacobs School of Medicine and Biomedical Sciences
Nancy Kielar, CIO Administrative Operations Office
Larissa Kowalczyk, Campus Living
Bill McDonnell, School of Engineering and Applied Sciences
Communication liaison:
Kathleen Manne, University Communications
Project manager:
Amy Dauber, University Communications
Project support:
Kelly Stich, Business Services
Advisory committee:
Craig Abbey, Office of Institutional Analysis
Erika Bagnoli, Office of the Vice President for Philanthropy and Alumni Engagement
Michelle Burger, Chemistry
Dr. Jane Brewer, School of Dental Medicine
Mark Coldren, Human Resources
Chris Decker, Endowments and Gift Administration, UBF
Sandy Drabek, Jacobs School of Medicine and Biomedical Sciences
Christina Hernandez, Student Life
Lynne Karlsen, School of Dental Medicine
Kara Kearney-Saylor, Internal Audit
Joe Kerr, College of Arts and Sciences
Michelle McCartney, Financial Management
Gary Mahon, School of Nursing
Lee H. Melvin, Enrollment Management
Jeff Murphy, School of Dental Medicine
Brian O’Connor, Office of Institutional Analysis
Tonga Pham, University Facilities
Mike Redfern, School of Public Health and Health Professions
Betty Smith, Research and Economic Development
Debbie Street, College of Arts and Sciences
Ken Suski, School of Management
Jill Uebelhoer, School of Dental Medicine
Cheri Weber, Procurement Services
Nate Wills, Division of Athletics
As a public research institution, UB’s model of sustainability focuses on finding solutions to global challenges through research, educating individuals about these challenges, setting high expectations of efficiency and effectiveness in our own operations, sharing our experiences and partnering with the external community. Through an integrated and collaborative resource planning approach, UB has become a higher education leader in sustainability.
Project leader:
Ryan McPherson, Chief Sustainability Officer
Project committee:
Erin Moscati, Sustainability Education Manager
Derek Nichols, Sustainability Engagement Coordinator
Updated 4/4/2022
A team of members from Facilities, Business Services and Resource Planning work together to create a multi-year utilities budget. The rolling 5-year financial plan has helped the university minimize commodity costs, prepare for volatility in energy prices and meet environmental stewardship goals by implementing energy conservation projects. By managing the utilities budget at a central level, fiscal risk is reduced, shortfalls are covered by the university, and surpluses are reinvested in the university.
Senior leadership
Utilities budget is developed and approved annually and reviewed quarterly as part of the Central University Budget during the university's Annual Resource Planning Process.
University's Annual Resource Planning Process (ARPP) Guiding Principles:
Strategic —- we align incentives with our mission and with strategic behaviors.
Predictability — we build models that provide reliable foundations for planning.
Flexibility — we build planning models that anticipate and are responsive to changes in the economic environment; we incorporate appropriate risk management strategies.
Integration — we consider the university as a whole and make intentional connections between varying types of organizational needs and priorities.
Stewardship — we exercise prudence in managing our resources, diversify revenues to promote resilience, maintain appropriate reserves and reward efficiency and effectiveness.
The utility budget will:
The utility budget:
The utility budget is not:
Project leaders:
Beth Corry, Business Services
Tonga Pham, University Facilities
Project committee:
Suzanne Gentz, Facilities Finance
Avis Grundler, Facilities Finance
Jeff Angiel, Facilities Campus Operations
John Wojcik, Facilities Campus Operations
Michelle McCartney, Financial Management
Joe Lewandowski, Resource Planning
Peter DiNunzio, Resource Planning