Finance
Student Life Finance provides resources, guidance, and training for Student Life staff on university business systems and processes in compliance with state and university policies.
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If you're a Student Life staff member who needs assistance accessing information on this page, please contact Michelle Johnson.
Our Mission
The Student Life Finance team manages resources to enhance and support the UB student experience. We partner with Student Life staff to plan and advocate the need for and use of financial resources to meet divisional goals; work with divisional and university partners to allows the resources necessary to meet these goals; and educate staff to establish a culture of resources management that complies with state and university policies.
Vision
The Student Life Finance Team will be an integrated planning partner that support the student experience by sharing our knowledge and university experience to create a divisional eco system of financial stewards.
Larissa Kowalczyk
Provide leadership for and vision to the financial, IT and administrative operations across the enterprise of Student Life. Serve in a liaison role in oversight of financial compliance and planning for the auxiliary dining service. Responsible for strategic financial planning and leads division wide planning to improve financial operations, increase efficiency, and overall effectiveness across the division and its more than twenty units in support of their services.
Beth Rogan
Lead divisional broad-based fee planning in collaboration with divisional fee stewards and the university's Resource Planning Office. Responsible for the oversight of the division's cash management strategy, financial scenario planning, and the University and divisional financial commitment management. Provide leadership and supervision to budget administration, business compliance, and analysis functions.
Robin Paella
Provides structure and experience to lead the procurement of goods and services, contract creation and renewal, and inventory and asset management oversight for the division. Maintains relationships with suppliers to ensure divisional operating needs are met in accordance with NYS and university guidelines.
Angela Slisz
Serves as the lead in the development and annual review of divisional fees including department event fees, educational program fees, service center fees, and university fees. Develops cost analysis and supporting proformas for various Student Life program activities.
Michelle Johnson
Responsible for the administration of department annual operating budgets and capital project budgets. Provide monthly financial reports to departments and analyze material variances against the approved budgets. Provide training and education for Student Life staff on university policies and guidelines including allowable use of funds, procurement, travel, receipt of goods and services, budget management, and university systems including ShopBlue, SIRI, and Concur.
Jinan Albadran
Responsible for the review of procurement card transactions for accuracy, completeness, and compliance for all cardholders in the Division of Student Life. Provide oversight of all State and UBF accounts payable items, ensuring receipt of all goods and services as well as funds availability.
Jim Austin
Provides dynamic and responsible solutions and financial accountability to the materials needs of the division. Administers a system of inventory control and asset management to safeguard university assets and ensure compliance with NYS and university guidelines.
Student Life
- None at this time.
UB Financial Services
Resources and tools for Student Life staff for successful management of university funds.
UB’s online procurement system that allows authorized UB faculty and staff to place orders for necessary goods and services that are not allowable with a university procurement card.
Procurement Cards (Visa, AMEX, NET) are UB Credit Cards that are used to facilitate work-related purchasing within the card guidelines.
- Procurement Card Reconcilliation SOP (Word)
- Campus Dining and Shops Card SOP (Word)
- NET Card SOP (Word)
- Related Forms and Guidelines
- Prize Receipt Form (PDF)
- State Transaction Summary (Excel)
- Credit Pending Form (PDF)
Debit Card program allows departments to pay for qualifying student and other third-party (non-employee) travel, gifts, prizes, and awards using a prepaid Visa card.
- US Bank Pre-Paid Debit Card (Word)
- Please refer to UB's Gifts, Prizes, and Awards Policy for additional guidelines
- Award Form (Excel)
- Determination of Residence Status for Federal Tax Withholding - UBF (PDF)
- Request for Alien Information for Miscellaneous Payments - RF (PDF)
- Please also consult "Federal Tax Withholding Forms" section of this page
SIRI (Strategic Information Reporting Initiative) is a single authoritative source of institutional information and an enterprise analysis and reporting application. It is used to monitor budgets, expenditures, and inform strategic, managerial, and operational analysis, to enhance decision-making capabilities for the university community.
- Money Instructions (Word)
- OTPS and Temp Service Instructions (Word)
Travel and Concur Authorized UB faculty and staff use Concur, the travel and expense reimbursement system, to book business travel, and to submit business travel and non-travel expenses for reimbursement.
- Pre-Approval (Word)
- How to Enter AMEX Expenses in Concur (Word)
- How to reconcile NET Card expenses in Concur (Word)
- Travel Guidelines and Requirements (MP4 video)
The University at Buffalo and Student Life strive to mitigate risk, enhance efficiency and promote compliance with laws and regulations through policies that establish a framework and set standards for conducting university business. Published policies help members of the UB community be mindful and committed to doing what is right.
Student Life Policies
- Student Life Procurement (Word)
- Student Life Approval Authority (Word)
UB Policies
- Glossary of Terms Used in UB Policies
- Approval Authority
- Gifts Prizes, and Awards
- Mobile Communication Devices
- Trademarks and Licensing
- Managing University Assets
- Receipt of Goods and Services
- Allowable Use of Funds
- Data Risk Classification
- Protection of University Data
- SUNY Elimination of Plastics
- Consult the full UB Policy Library for additional policies
Tax Forms
Tax Forms
Tax forms for individuals who receive awards as part of a competition or as an incentive for participation in surveys, volunteering, or other university programs. Any payments totaling over $600 in a calendar year for U.S Citizens and any payments to Non-Resident Aliens (NRA) are taxable.
Documents that contain Category 1 – Restricted Data must be uploaded to the secure box folder:
Tax Exempt Forms
The university is tax-exempt. Tax exempt forms must be submitted to the vendor prior to purchasing to show tax-exempt status.
- State Tax Exempt for Hotels (PDF)
- State Tax Exempt (PDF)
- UBF Tax Exempt (PDF)
Other
Other UB forms required to complete financial transactions.
- Interdepartmental Invoice Form (IDI) is used to request a transfer of Other than Personal Service (OTPS) expenditures between accounts. This form is also used for payment of goods or services by another department on campus (Service Center recharges).
- State Honoraria Payment Form (Excel) is used to facilitate the payment process for individuals who provide services on a one-time or occasional basis.
- Processing Invoices for Previous FY PO (Word) provides instructions on how to process an invoice for payment after a Purchase Order (PO) has been liquidated.
- Disposal of Equipment Form is used to dispose of items that are no longer of use to you and is in poor, scrap, or obsolete condition.