Office of Planning and Budget

Mission Statement

To develop and execute a budget aligned with the Administrator’s priorities, that emphasizes results and promotes the most efficient use of appropriated funding.

Key Objectives

  • Provide timely, accurate and useful budget information to SBA's senior management and program heads for budget formulation and other related issues.

  • Structure and manage a budget decision process that ensures the Administrator’s priorities are funded, emphasizes results and promotes the most efficient use of resources.

  • Monitor and review budget execution.

  • Manage the cost allocation survey and activity-based costing to improve accountability and decision-making through a better understanding of the cost of programs.

  • Manage all budget related transactions for loan programs.


Summary of Responsibilities

The Office of Planning and Budget (OPB) is organized along programmatic lines. The budget office team consists of the Budget Officer, along with Budget Analysts and Financial Specialists. Each Budget Analyst is responsible for major program areas. Budget Analysts develop recommendations for program funding levels during the formulation process and monitor spending during budget execution. They also work to support programs by ensuring that all financial transactions are processed accurately. OPB staff forecast the SBA’s personnel expenditures, manage the budget data in submissions to OMB and the Congress, and provide detailed analysis for special projects. They are also responsible for providing backup-up to the Budget Officer, administering all phases of the SBA lending programs and providing day to day assistance to operating offices.

Key Points of Contact

David Lippold - Budget Officer

(202) 205-6569

Ashok Chaudhry

(202) 205-7116

Lance Quesenberry

(202) 205-7111

Maureen Moore-Vellucci

(202) 205-7022

Sarada Parthasarathy

(202) 205-7660

Connect With Us

Washington Office Center
409 3rd Street, S.W.
Washington, DC 20416
United States
TTY/TTD: 800-877-8339