Budget Office


201 Carter Drive, Suite 200

West Chester, PA 19383

 

 

Welcome to the Budget Office Website

Budget

The West Chester University Budget Office manages the University’s budget planning process in support of the educational mission and strategic plan – the Plan for Excellence. It is the responsibility of the Budget office to provide timely and accurate information to the University community concerning resource planning and budgeting. The Budget office is responsible for the development and monitoring of the University’s operating budget and for preparation of the annual budget for the Pennsylvania State System of Higher Education (PASSHE) that becomes part of the State System’s Commonwealth appropriation request.

Major Budget Office responsibilities include:

Providing accurate and prompt reports and information to the University community regarding budgetary and other selected financial matters.
Preparation of an annual E&G Budget and Auxiliary Budgets for the Council of Trustees.
Implementation and maintenance of the University's annual Operating and Auxiliary budgets.
Maintenance and oversight of the University’s position control system (PBM) that provides projections and reports related to the University’s personnel budget.
Development of budget forecasts, revisions, reports and analyses to support resource allocation and decision-making as requested by budget unit administrators and senior administration.
Working collaboratively with divisions and colleges to enable decision-making and promote stewardship of University resources.

 

The University’s Distributed Leadership Model

The University's distributed leadership and decentralized budgeting models provide University administrators with management tools that provide for flexibility in budgeting. Vice presidents, deans and directors are assigned full responsibility and accountability for managing the resources allocated to their individual units. This includes control of operating expenses as well as hiring decisions for faculty and support staff. As part of the distributed leadership model there is a position budget management (PBM) system to assist the authorized level of decentralization in managing personnel budgets and controlling expenditures.  PBM is the reporting tool based on data from SAP and is the official record of information.

The largest expense incurred by the University is the cost of salaries/wages and the associated employee benefits. Because resources are limited, it is in the University’s best interest to maximize the dollars available. The Budget Review Committee was formed in fall 2015 to engage and promote transparency in the University budgeting process. The Budget Review Committee is responsible for reviewing the University’s preliminary annual budget and making recommendations to the President for revisions to the budget prior to finalization in support of the University Mission, Values Statement, Vision Statement, and Strategic Plan - University Budget Review Committee page.

 

Contacts
Name Title Phone Email
Ilene Mates
Director of Budget
610-436-2128
imates@wcupa.edu
Glenda Hellmig
Senior Budget Analyst
610-436-3428
ghellmig@wcupa.edu
Lisa Westervelt
Budget Analyst
610-436-1042
lwestervelt@wcupa.edu
Laura Frankenfield
Budget Analyst
610-436-2441
lfrankenfield@wcupa.edu
Hours: 8:00 am to 4:30 pm, Monday - Friday
Updated: August 2017