Implementation & Working Groups

The Strategic Budget Approach Initiative (SBAI) was created based on the recommendations published in the 2019 Strategic Budget Task Force's (SBTF) report. The initiative is comprised of a Budget Executive Committee and four working groups tasked with developing the processes, policies and determining the necessary technology to implement the SBTF recommendations.

Budget Executive Committee

The Committee oversees the four working groups and assists them with implementing their assigned SBTF recommendations.

Budgeting Approach
Working Group

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Multi-Year Planning
Working Group

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Salary & Job Classification
Working Group

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Capital Planning
Working Group

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Budgeting Approach Working Group

The Budgeting Approach Working Group will focus on specific approaches to budgeting that will be adopted by the University. Specific budgeting needs that will need to be addressed are: managing a holistic general funds budget allocation process including carry-forward balances, budgeting all funds, SIMBA integration and reporting, and others.

Task Force Recommendations:

  • Budgeting All Funds: Incorporate total university sources and uses in the five-year budget planning process.
  • Permanent and Temporary Budgets: Develop a comprehensive General Funds budget that shows how sources and uses are deployed annually and eliminates the separation of funding into “Permanent” and “Temporary” budget categories. Provide budget allocations that allow individual units to manage sources and uses holistically.
  • Carry-forward Funds: Consistent with developing budgets based on total sources and uses, include carry-forward balances as one component of General Funds sources in a holistic budget approach. Establish clear principles and categories that allow carry-forward funds to roll into subsequent years.
  • Fringe Benefits: Include fringe benefit funds in the total E&G allocation, so that units manage those costs as part of the overall budget.


Committee Members

Andrew Reisinger
University Budget Director
University Budget Office

Roger Egolf
Associate Professor of Chemistry
Karen Kyle
Financial Officer
Commonwealth Campuses
Jody Murawski
Assistant Controller
Office of the Corporate Controller

Jeffrey Smith
Associate Vice President
Outreach Operations

David Evenson
Executive Director Administrator
Undergraduate Education
Jeffrey Lieb
Financial Officer
College of Liberal Arts
David Snyder
Director of Business & Finance, Bryce Jordan Center and Hospitality Services
Bryce Jordan Center
Jody Heckman
SIMBA Budget-Funds Mgmt Lead
University Budget Office
Mark Mingle
Budget Analyst
University Budget Office

Multi-Year Planning Working Group

The Multi-Year Planning Working Group will focus on an approach to do five-year budget planning for the University as a whole, and within each budget unit. The approach will answer questions such as: how we define a budget unit; how we create a five-year budget; and issues with forecasting and accuracy, among others.

Task Force Recommendations:

  • Multi-year Budgeting: Create a five-year operating and capital budget planning process that uses integrated data to forecast at the individual unit and total institution levels.
  • Non-General Funds (Auxiliary, Gifts, Endowment Income, and Sponsored Research): Include non-General Funds sources and uses (auxiliary, gifts, endowment income, and sponsored research) in the overall five-year budget forecast for each unit.


Committee Members

Patricia Cochrane
Executive Director of Budget and Planning
VP Commonwealth Campuses

Janine Andrews
Business Administrator
Graduate Schools
Joshua Kirby
Program Coordinator and Assistant Professor
Learning Design and Technology Online Programs
Charlie Reese
Financial Manager
Penn State World Campus

Kurt Kissinger
AVP for Finance & Business
Central Finance & Business

Kera Kollman
Financial Officer
College of Information Sciences and Technology
Raymond Shirey
Budget Analyst
University Budget Office
Jennifer Feeman
Assistant Vice President of Finance and Business
College of Medicine
Kimlyn Patishnock
Senior Director, Administrative and Financial Services
Admin & Financial Services

Salary and Job Classification Working Group

To align with the new budgeting approach, the Job and Salary Classification Working Group will create new policies and processes to optimize the human resource classifications. The new budget approach, recommended by the University's Strategic Budget Task Force, urges the University to shift away from the current practice of categorizing general funds as either "permanent" or "temporary." The Job and Salary Working group will implement their recommended changes in three phases.

Phase I began on July 1, 2020, and asked all hiring managers to review posted or frozen new staff positions and categorize them into standing or fixed-term positions based on the job description and work. Traditionally, standing positions are funded from the permanent budget, while fixed-term positions were funded through the temporary budget.

Phase II will focus on recategorizing current staff positions. New category names will be explored and potentially adapted to reflect these changes.

Phase III will examine the non-tenure-track faculty categorizations. This process will involve the University Faculty Senate, which will help determine if any non-tenure-track faculty job category changes are needed.

All phases are expected to conclude by June 30, 2021.

For more information, visit our FAQ or our Penn State Today article.

Task Force Recommendations:

  • Salaries: In conjunction with establishing holistic General Funds budget allocations, update policies and processes related to salary identification and reporting.


Committee Members

Anne Miller
Director of Finance & Business
Mont Alto Campus

Katherine Allen
Staff Attorney
Office of General Council
Richard Heininger II
Director of Information Technology
University Budget Office
Kimberly Paris
HR Strategic Partner
Penn State Behrend

Gregory Stoner
Senior Director of Compensation & Benefits
Human Resources

Michael Berube
Ee Sparks Prof Literature
Lauri Catalano
Senior Director of Shared Services
Human Resources
Linda Tobin
Business Process Analyst
Enterprise Project Mgmt Office
Katherine Bieschke
Vice Provost
General & Academic Officers

Capital Planning Working Group

The Capital Planning Working Group will focus on creating new processes, policies, and planning cycles to best align with the new budgeting approach to create a more holistic approach to planning and budgeting.

Task Force Recommendations:

  • Capital Plan Development: In conjunction with taking a more holistic approach that budgets all funds on a multi-year basis, the process for developing and authorizing the University Capital Plan should be examined to better align university priorities, the capital plan, and the annual operating budget.
  • The Intersection of Operating and Capital Costs: Incorporate the cost of ongoing operations – facilities operations, utilities, and maintenance, as well as programming (such as staff, equipment, and recurring costs) – as part of the capital planning process, so that the total impact on the operating and capital budgets is transparent.


Committee Members

Mark Miller
Assistant Vice President
Physical Plant

Kelly Austin
Assoc VP Admn/Cwc
VP Commonwealth Campuses
Cheryl Gardner
Manager, Capital Planning & Funding
Financial Management
Laura Pauley
Professor Mechanical Engineer
Department of Mechanical Engineering
Faculty Senate Representative

Susan Wiedemer
Associate Controller/Assistant Treasurer
Office of the Corporate Controller

Lawrence Bell
Financial Officer
Eberly College of Science
Jon Hartzler
Budget Specialist
University Budget Office
Kristin Sykes
Interim Asst. Director, Admin and Financial Services
Office of Physical Plant
Lisa Berkey
Senior Director of Design and Construction
Physical Plant Project Management
Lee Kump
General & Academic Officers
College of Earth and Mineral Sciences​