Academic Affairs Fiscal Contacts Meeting June 20, 2017 Adam DiProfio x22565

Today’s Topics Sub 1 Staffing List Remaining 16/17 Allocations

Staffing List Goals for changes: Blink page: http://blink.ucsd.edu/finance/budget/staffing/ Goals for changes: Save department time and effort Eliminate frozen payroll Remove redundant or unnecessary work

Sub 1 Staffing List Option #1 from CBO Option 1: Department reconciles Staffing List with small modifications to FYE calendar   6/30/17, Update PPS 6/30/17, Departments – Submit Provisions for Preliminary Staffing. 7/7/17, Departments – Submit Provisions for Interim Staffing. 7/7/17, OLTFs – Dept. Final all Subs 7/7/17, Update PPS for Final Snapshot 7/11/17, VCs using “CSV” template balance Sub-1 budget 7/11/17, VC Submit Provisions for Final Staffing 7/12/17, CBO Force Balance (Sub-2 will be used)

Sub 1 Staffing List Option #2 from CBO Option 2: Simplified Fiscal Year-end work for VCAA 6/30/17, Update PPS   7/7/17, OLTFs – Dept. Final all Subs 7/7/17, Update PPS for Final Snapshot 7/12/17, CBO Force Balance (Sub-2 will be used) Frozen Payroll will only be used for Sub-0 Academics

Sub 1 Staffing List Options Option 1-Departments balance staffing list before and after merits and auto-costing. You control how Sub 1 staffing is balanced July Sub 1 & 2 allocations remain unchanged Perm Budget realigned after Fall Support Model Option 2-Departments allow CBO to force balance staffing list. Departments have less work Might carry forward a deficit in perm sub 2

16/17 Remaining EVC Allocations 6/19-6/23: 16/17 Instructional Allocation update to Divisions Request for start-up index numbers 6/26-7/7: Summer Session TA estimates Prelim Benefits true-up Remaining ad-hoc commitments

16/17 Remaining EVC Allocations 7/10-7/14: Benefit Rate & General Liability true up Start-up reimbursement TBD: Final SOFI Fund Swap Masters Growth true up and enrollment balancing Grad Support Changes

Thank you. Adam DiProfio x22565