academic business officers group annual conference break out session budget planning &...
TRANSCRIPT
Academic Business Officers Group Annual ConferenceBreak Out Session
Budget Planning & Management Challenges
Kathleen A. Jefferds, Budget DirectorUC Merced
A Heartfelt Thank you
• UC Merced appreciates the help and support of fellow campuses and the continued support of the Office of the President
• Considering the serious and sustained budgets cuts to other campuses this is remarkable
Come See What Has Been Built• An oasis seems to rise up within pasture lands
• Listen to the languages spoken
• Clap as the new students file across the bridge on Scholar’s Lane for Convocation
• Watch as the graduating class begins its processional through the Beginnings Sculpture
Changes in Planning Conditions 1960’s To the Present
• New Funding Requisites and New Funding Imperatives
• Regulatory Requirements
• Infrastructure, Technology
• Construction Costs and Code Compliance
Resource Challenges
• Faculty Recruitment and Start-up Packages• Temporary Academic Staffing Needs (Lecturers,
Teaching Assistants, and Course Support)• Academic Success Programs for Students• Graduate Student Support• Staffing Levels• New Leases for Off Campus Space • Unfunded mandates, such as UCRP Employer
Contribution
Actions to Mitigate Shortfalls While Meeting Growth Challenges
• Slowed Faculty Recruitments; Use Open Provisions to Fund Temporary Academic Staffing Needs
• Constrained Number of Courses Offered• Reduced Service Levels• Staffing Recruitments Delayed(2009-10 No New
Positions Allocated on SGFs)• Delayed Major Equipment Purchases• S/E Budgets Reduced 25% Permanently• No New State Funding allocated in 2009-10• Sweep Year End balances
Increase Resources and Efficiencies• Developing Additional Income Streams
• Course Fees Where Appropriate
• Summer Session Funding for Deans
• Support Faculty in Efforts to Garner Extramural Funding
• University Community
• Sustainability Efforts
• Public and Private Partnerships
2012-13 Budget Planning and Allocations Process
• Six Strategic Funding Priorities
• Expanded Budget Committee
• Ranking Proposals into 3 Tiered Groups
• Transparency
Resource Management Strategies Now and Going Forward
• Role of the Budget Office• Foster Communication with Schools and Units• Serve and Support Academics and Research• Identify Reasonable Recharge, Cost Recovery• Data - Data - Data• Reports - Reports – Reports• A Wide Range of Tools