Academic Business Officers Group Annual Conference Break Out Session Budget Planning & Management Challenges Kathleen A. Jefferds, Budget Director UC 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( No New Positions Allocated on SGFs) Delayed Major Equipment Purchases S/E Budgets Reduced 25% Permanently No New State Funding allocated in 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

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