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VCAF Budget Officers GroupApril 24, 2013
Agenda
1. Update – News from the Vice Chancellor
2. Cal Planning News
3. FY14 VCAF Division Operating Budget
4. Community of Practice
News from the Vice Chancellor’s office
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Recall Vice Chancellor items from his VCAF Retreat:
Key discussion: how we operationalize, align our decision-making ,finance and planning processes to address our top transformational priorities.
This involves substantive conversations about investments and trade-offs made within our resources to fund our top priorities.
Our goal: Best in Class Administration and Finance for higher education.
CampusRolling 2-year plan
Medium term
strategy
Overall resource envelop
e
Make trade-off decision
s
Allocate resources
Measure &
Evaluate
DivisionRolling 2-year plan
Medium term
strategy
Unit resourc
e envelop
e
Make trade-off
decisions
Allocate resources
Measure &
Evaluate
Campus 8-10 Year Aspirational Plan
Annual process
Annual process
4
Agenda
1. Update – News from the Vice Chancellor
2. Cal Planning News
3. FY14 VCAF Division Operating Budget
4. Community of Practice
CalPlanning news – Enhancements!
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• HCP Usability
• CalPlan Usability
• HCP Reporting
• CalPlanning Operational Efficiencies & Data Quality
Agenda
1. Update – News from the Vice Chancellor
2. Cal Planning News
3. FY14 VCAF Division Operating Budget
4. Community of Practice
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Recall our goal for this budget cycle
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a publishable narrative, a holistic budget and an understanding of the SRECNA view of resources and how it relates to my departments’ strategic and financial goals?
Current stage: substantive conversations
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Agenda
1. FY14 Budget Call Letter
2. FY14 VCAF Division Budget Process Update
3. Community of Practice
Building a community of practiceQ1. How do we analyze the results of our work in CalPlan? Emerging methods…. * Unit analyzer (demo on the current version) * Context, - expense trend by cost center, sample below. * Other…please share your ideas with the group. (Email Linda).
IST: A LONGER VIEW OF GROWTH($ in thousands) 2007 2008 2009 2010 2011 2012 2013 2014 ExpenseIST Departments Actual Actual Actual Actual Actual Actual Forecast Op Budget Growth CAGR
TelComm 17,825 18,384 15,868 15,632 22,095 27,373 28,741 31,381 8%Data Services 3,690 4,858 4,448 4,377 6,078 6,787 9,269 16,207 24%Technology Support 23,762 25,819 24,475 15,143 13,212 12,409 13,355 14,212 -7%Architectr Platform Integratn 7,321 10,207 9,841 8,350 8,041 6,656 9,310 11,975 7%Enterprise Application Service 9,067 6,639 7,300 6,182 5,136 6,422 7,240 8,585 -1%IST - Office of the Deputy CIO 3,556 2,917 2,795 2,174 2,332 2,672 3,789 3,970 2%Office of the CIO 3,805 3,337 3,769 4,461 3,971 4,092 3,966 3,626 -1%Research Info Technology 1,014 1,766 1,822 1,926 2,204 3,014 3,290 1,953 10%Social Sci Computing Lab 1,813 1,749 1,728 1,599 1,393 1,248 1,155 941 -9%
IST, all depts 71,855 75,676 72,045 59,845 64,462 70,672 80,116 92,850 4%Change from previous year 5% -5% -17% 8% 10% 13% 16%
Building a community of practiceQ1. Other emerging needs? Based on our brief comments, a special meeting will be scheduled to cover the topics: * How do I plan for fiscal close?A: Review and clean up PRT errors, send HCM changes to CSS-HR, re-align Permanent Budget.
A: Decisions from budget conversations with the Vice Chancellor will be made in time to adjust the plans for next year’s Operating Budget.
* What is the decision on CSS funding/costs, particularly for Auxiliary funds? A: Plan for a 2% assessment on expenses.
Financial TransformationDeveloping a phase-in strategy
Step 1 Step 2 Step 3
• Consistent & clear reporting & executive-level data
• Budget process, tactical steps, timeline, etc.
• Budget meetings & review process
• What are our strategic priorities?
• What resources are available or can be freed up to fund our priorities?
• Do we have the right incentives to maximize resources?
• Greater visibility into revenues & expenses
• Begin asking more challenging questions organization’s operations & make incremental shifts…
• Continue to refine the budget process
What is the right pace of change?
Creating the Infrastructure Setting the Stage Optimizing & Aligning with Strategy
Thanks! Go Bears!!