QUARTERLY BUSINESS OFFICERS MEETINGJANUARY 2018

TODAY’S AGENDA

I. Feedback on Oracle Budget System Demo (Susan Klatt)

II. Governor’s Budget Proposal & FY18/FY19 Budget Update (Terry Johnson/Susan Klatt)

III. Talent@Iowa & Talent Acquisition Implementation (Cheryl Reardon, Angie Bell & Keith Becker)

IV. Proposed FY2019 Fringe Benefits Rates (Selina Martin)

V. Updates - HR & Business Conference & Reporting Tools Advisory Committee (Selina Martin)

VI. Charitable Contributions (Tom Peifer)

FEEDBACK ON ORACLE BUDGET SYSTEM DEMO

GOVERNOR’S BUDGET PROPOSAL & FY18/FY19 BUDGET UPDATE

TALENT@IOWA & TALENT ACQUISITION IMPLEMENTATION

TALENT@IOWA UPDATES

INTEGRATION OF TALENT INITIATIVES/CHANGE FOR CHANGE

We need to recruit and retain faculty and staff who possess the broad diversity essential to our missions.

To remain competitive in a knowledge based economy, the UI must attract and retain world class talent across all sectors.

Efficiencies and improved productivity can realize cost savings and return on investment.

Campus leaders have identified talent acquisition as theirhighest priority for HR enhancements.

Talent Management

Strategy

Talent Acquisition

Strategy

Talent Acquisition

System

STRATEGY – ATTRACT, ENGAGE, RECRUIT

REPLACEMENT OF THE JOBS@UIOWA SYSTEM

THE VALUE OF CHANGE MANAGEMENT

Maximizes value by integrating change in conjunction with systems and processes

Reduces risk of not delivering on original objectives

Reduces risk associated with transitioning people to new processes and systems

Prepares University to operate in the new environment

Increases success rate and speed of adoption

Decreases time to value

Minimizes productivity declines during and after the change

Increases University capacity to change in the future

GUIDING PRINCIPLES FOR DESIGN

Design decisions will be made with the entire University in mind

As it relates to our design, we must think in terms of simplification

Quality single source of Talent Acquisition data is a priority

We will leverage University standard best practices that have been demonstrated successfully elsewhere

Favor standardized processes at the University while allowing variances at the Track level (Faculty/Post Doc, Health Care, Staff) only when necessary

Develop streamlined processes and superior candidate experience to differentiate as a world-class R1 University and Health Care Facility

System user roles will be standardized wherever possible

Retire modules of Jobs at Iowa as we deploy to each of the three recruiting areas (Faculty/Post Doc, Health Care, Staff)

Inclusive of campus community input and shared governance through the project

Ongoing commitment to support and maintain the solution

Questions?

FY 2019 PROPOSED FRINGE BENEFITS RATES

FY 2019 PROPOSED FRINGE RATES

Fringe PoolFY 2018

Charge Rate(approved)

FY 2019 Charge Rate

(originally proposed)

Percentage Pointchange

Clinical Faculty 23.73% 23.30% -0.43%Non-Clinical Faculty 29.00% 30.30% 1.30%P&S 38.00% 39.00% 1.00%SEIU 38.30% 40.50% 2.20%Merit 60.00% 54.00% -6.00%Post Grad 23.00% 18.60% -4.40%Fellowship 7.50% 8.00% 0.50%House Staff 20.00% 24.00% 4.00%Temporary 12.00% 12.00% 0.00%Students 8.20% 7.00% -1.20%Miscellaneous 4.30% 4.00% -0.30%

STANDARD FRINGE RATE TREND – 5 MAJOR POOLS

STANDARD FRINGE RATE TREND – 6 MINOR POOLS

OTHER UPDATES –HR & BUSINESS CONFERENCEREPORTING TOOLS ADVISORY COMMITTEE

ANNUAL HUMAN RESOURCES & BUSINESS CONFERENCEAPRIL 4, 2018!

REPORTING TOOLS ADVISORY COMMITTEE

April Tippett, College of Engineering

Bill Wise, College of Pharmacy

Cheri Arneson, College of Nursing

Deanna Green, Division of Continuing Education

Emily Campbell, College of Education

Jane Malaby, Student Services

Jeff Donoghue, College of Liberal Arts & Sciences

Joyce Ruplinger, Tippie College of Business

Nate Kooi, UI Health Care

Sarah Dricken, State Hygienic Lab

Audra Haddy, F&O – Grant Accounting

Cathy Hagen, F&O - Budget Development

Ben Dudley, F&O - FBIS

Hans Hoerschelman, F&O - FBIS

Carolyn Gritton, F&O – Accounting & Financial Reporting

Lan Ma, F&O - Accounting & Financial Reporting

Steve Romont, F&O - Accounting & Financial Reporting

REPORTING TOOLS ADVISORY COMMITTEE

Priorities?

Discontinue SQT(enhance EFR Summary's

Transactions Report)

Discontinue SA3(enhance TDR & create Balance Sheet Report)

Discontinue MS Reports(enhance EFR Summary’sBalance Summary reports)

Replacement & discontinuation of legacy reports

TDR Enhancements

EFR Summary – new reports

Dashboard Expansion

NEXT STEPS

January 12th - Feb 23rd

Committee members & staff are using new

report in test (with production data)

February 6th

EFR security model demo to committee

MarchDetermine timeline to discontinue SQT and to release TQR

Start work on steps to discontinue SA3

CHARITABLE CONTRIBUTIONS

CHARITABLE CONTRIBUTIONS

New University policy prohibits the donation of university resources to any person or entity

Controller’s Office – Policies – Gifts – Charitable Donations to Outside Organizations

Operations Manual – Section V, Chapter 9.3 – Charitable Donations to Outside Organization

Exceptions

Advertising, marketing and event sponsorships are allowable

Need to distinguish between bona fide purchases and donations and be able to explain what we’re getting for our money.

CHARITABLE CONTRIBUTIONS

New Policy

University resources are to be used to further the university’s mission which includes outreach and engagement. Accordingly expenditures made from all University accounts must be for official University business. Article III, Section 31 of the Iowa Constitution has been interpreted as strictly forbidding the donation of university resources to any person or entity. Donations of University funds to charitable organizations are prohibited. However, advertising and marketing expenses are allowed, as well as event sponsorships where University participates in the event or its contribution is otherwise publicly recognized or acknowledged. (Note, any agreement or contracts relating to sponsorship needs to be signed by a person who has signature authority under University policy, such as the Director of Purchasing or University Business Manager.)

2018 Meetings:• 1st Quarter: January 29th, 9:00-11:00, UCC-2520D

• 2nd Quarter: March 27th, 10:00-12:00, CDD-Rembolt Conference Room

• 3rd Quarter: June 14th, 2:00-4:00, UCC-2520D

• 4th Quarter: October 30th 10:00-12:00, CDD-Rembolt Conference Room

Ideas for future topics?