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Potsdam Prepared: Spring 2022 Updates

SUNY Potsdam’s Budget Office is responsible for developing and updating the College’s state operations, income fund reimbursable, and dormitory income fund reimbursable budgets.  We do this work in order to make budgeting at the project manager level a task that is easier, as well as easier to understand.  In its advisory capacity, the Budget Office provides background information and performs ongoing analyses of the College’s financial standing so that College leadership can make informed decisions regarding existing financial priorities and new initiatives.  Finally, and perhaps most importantly, the Budget Office monitors spending and coordinates with Purchasing & Payables to identify trends, implement SUNY System controls, and keep the lines of departmental communication open so that the budgeting process improves with each fiscal and academic year.

Budget Facts

  • Fiscal Year 22/23 Estimated Fringe Rate: 63.95%
  • Fringe Not Assessed on Student Employment
  • Fiscal Year 2021/22 Summer Pooled Offset Rate 28.90%
  • Fiscal Year 2020/21 Fringe Benefit Rate 62.39%
  • Fiscal Year 2021/22 Estimated Fringe Rate 62.70%
  • Administrative Overhead Rate 5.6%
  • Maintenance Overhead Rate 8.7%
  • Minimum Wage $11.80 effective 12/26/2019
  • Minimum Wage $12.50 effective 12/24/2020

Spring 2022 Budget Information

The document and recording below are available in Sharepoint to those with a Campus Computer Account (CCA).

Fall 2021 Budget Information

The documents/recording below are available in Sharepoint to those with a Campus Computer Account (CCA).

Budget Plan

The document below is available in Adobe PDF format to those with a Campus Computer Account (CCA).

2017-2018 Budget Plan

Who We Are

Phyllis Charleson PhotoPhyllis Sampier Charleson
Administrative Assistant II

charlepc@potsdam.edu
(315) 267-4875

Contact Phyllis for assistance with:

  • Budget Office Website
  • BI and basic questions and assistance
  • Campus Financial Security Request Authorization and Processing
  • COVID-19 Expenditure Reporting

 

Rebecca Snyder PhotoRebecca Snyder
Staff Assistant
snyderrm@potsdam.edu
(315)-267-3103

Contact Rebecca for assistance with:

  • Reconcile daily cash activity reports (Student Accounts to G/L)
  • Reconciliation of accounts, (Bank, Collection Fund, Undistributed & Tax and Finance)
  • Complete Banner journal entries
  • Distribute revenue collections twice monthly
  • Prepare and submit URAS reports to SUNY, Quarterly
  • Prepare and submit New York State Sales Tax report, Quarterly
  • New York State Sole Custody reporting
  • Close out fiscal year and open new year on Banner system

isabelle gates photoIsabelle A Gates-Shult
Assistant to the University Financial Analyst
gatessia@potsdam.edu
(315) 267-2138

Contact Isabelle for assistance with:

  • Account management
  • Campus allocation, expenditure, and revenue journals
  • Intra-agency and inter-agency journals including general ledgers
  • Central Printing shared services processing
  • Campus Recharges
  • Authorization to Recruit (ATR) processing
  • Review and analyze campus budget variances on an ongoing basis
  • Cross - Registration
  • Security administrator, back-up
  • Third-Party Billing