Effective July 1, 2018 non-budget-related reporting and analyses previously produced by the University Budget Office (UBO) were transitioned over to the Office of Planning and Assessment (OPA).

OPA reports and analyses now include but are not limited to general institutional information; student, faculty, and staff statistics; and course-related data. They have also taken ownership and maintenance of updating Penn State’s Fact Book and the Common Data Set. The office also will begin creating and delivering informational reports to external entities ranging from the Integrated Postsecondary Education Data System (IPEDS) and the Association of American Universities Data Exchange (AAUDE) to U.S. News, which publishes widely read annual rankings of colleges and universities in a variety of areas.

This reorganization will enable the UBO to focus more directly on financial analytics and budget planning and forecasting. It also will facilitate opportunities to review and adjust Penn State’s budget structures and processes so they align optimally with the University’s management reporting, and will foster closer connections between the UBO and our academic and administrative units. The UBO also will be better situated to assist with the transition from IBIS to our new, enterprise-wide financial system, SIMBA.

If you have questions about this process or related topics, contact Mary Lou Ortiz, University Budget Officer, or Lance-Kennedy Phillips, Vice Provost for Planning and Assessment.

Our Functions

The primary functions of the University Budget Office are:
  • To assist the President, Provost, and Senior Leadership in developing, implementing, and monitoring the University's annual operating budget.
  • 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.
  • To assist the Board of Trustees by providing supporting financial reports, scenarios and analyses.

Our Mission

As part of the Office of Executive Vice President and Provost, it is the mission of the University Budget Office to deliver the highest quality budget management and information services to the University community and external constituents.

Our Services

Some of our services include:
  • Budget Development, Implementation, & Monitoring
  • Tuition Modeling
  • Position Management
  • General Salary Increase Planning
  • Appropriation Process
  • Analytical Studies
  • State Reporting