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

UC Business Officers Need to be Able to Work Magic

UC Business Officers Need to Have a Crystal Ball In Their Offices