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Who to Contact?

NOTE: expense transfers, allocation transfers and PDME transfers should be sent to  provost_journaltransfers@stonybrook.edu with the Journal Transfer Support Schedule. More information on journal transfers and the transfer support schedule can be found in section VII and the appendices of the  Budget Manual.

NOTE:  PCR request forms and OTPS Expenditure requests should be sent to provost_preapprovals@stonybrook.edu for processing.

Assignments on who to contact are as follows:

Phone: 2-7000

 

Temporary Support

Katie Stockhammer, Katie.Stockhammer@stonybrook.edu

  • OTPS Expenditure Requests
  • PCR Requests
  • Rate Reviews
  • Questions regarding individual accounts
  • Questions regarding reports

 
Budget Coordinator

This individual is your first point of contact, and who you will work with for general questions regarding  journal transfers, allocation transfers, State Payroll Transfers (PDME’s), individual accounts, monthly financial reports, quarterly financial reports, development and shepherding of fee proposals, development of Income Fund Reimbursable (IFR) deficit reduction plans, Form II disbursements that are registered on our commitment file.

Erica Flohr, Erica.Flohr@stonybrook.edu

  • Questions regarding budget information
  • Journal transfers (allocation, expense, PDME)
  • Request Form II disbursements
  • CBM process questions
  • Summer, Winter & Grad revenue
  • Mid-year Condition
  • Lapsing
  • End of year condition
  • Rollovers
  • Course Fees
  • COVID related expenditures
  • Budget Manual

In addition to the Budget Generalist and Budget Coordinator, you may contact the Budget Office Administrator, the Director for Resource Management, or the Associate Vice President for Academic Budget and Financial Planning for the following items:

 

Budget Office Administrator

Darschay Harris,  Darschay.Harris@stonybrook.edu

  • Calendar requests for the Sr. Assistant Provost for Finance, Budget & Operations
  • Calendar requests for the Director for Resource Management
  • Account Request Forms for New Accounts or Changes
  • System Access Requests for SUNY BI, Campus Budget Module and SBU Reporting
  • Meeting & event preparation
  • System training calendars

 

The Director for Resource Management

Diane Fischer,  Diane.Fischer@stonybrook.edu

  • Central Provostial Accounts
  • Registering New Financial Commitments
  • Fee Proposal Approvals
  • Tuition Revenue Sharing Calculations (SUTRA & Academic Year)
  • Fiscal Year Close Out
  • State & IDC Targets

 

Associate Vice President for Academic Budget and Financial Planning

Heather Montague,  Heather.Montague@stonybrook.edu

  • Approving New Financial Commitments
  • Budget Approval on Hiring (Faculty and Staff)
  • Budget Planning Process
  • Quarterly Budget Manager Meetings
  • Unit Budget Meetings
  • Resource Reallocation