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SOU Budget Office
The Office of Budget and Planning (‘Budget Office’) is responsible for financial planning for all university operations.
The office provides comprehensive budget reports, forecasts and planning services that outline the university’s financial position for current fiscal year and future forecasted biennium. Budgeting at SOU is a continuous process and leadership encourages active participation by campus stakeholders to learn about their budgets and monitor activity. It is led by the Director of Budget and Planning who reports to the Vice President of Finance and Administration and the President.
The annual fiscal year operating budget is formulated with input from individual departments with support from their Service Center Accountants, the President’s Cabinet, the Institutional Budget Committee (IBC), the Board of Trustees Finance and Administration Committee, Tuition Advisory Committee, and the President. The SOU Board of Trustees approves the fiscal year operating budget, typically at its June meeting.
Budget Office Services:
- Fiscal Year planning of budgets for revenue, expenses and transfers for all university operations.
- Assistance to student groups with annual student fee assessments, budgeting, forecasting, and planning processes.
- Provide assistance to SOU’s Auxiliary Enterprises and Designated Operations for fiscal year revenue and expense planning.
- Planning and preparation of the tuition, mandatory enrollment fees and auxiliary enterprise fees.
- Maintenance of position budgets for all employees, including benefit and employer tax expenditures and encumbrances.
Budget Office Staff:
Josh Lovern
Director of Budget & Planning
Email: lovernj1@sou.edu
Phone: 541.552.8193
Ashlee Turner
Budget Analyst
Email: turnera4@sou.edu
Phone: 541.552.6328