1. WHAT IS UNDERGRADUATE EDUCATION? HOW DO THEY BUDGET?

2. Undergraduate Education Flowchart Dean of Undergraduate Education — John Bell Assistant Dean — Carolyn Tuitupou Honors Program — Madison Sowell Dean’s Secretary — Heather Hammond General Education —John Lamb First Year Experience — Steve Turley Freshman Academy — Pat Esplin University Writing —Gary Hatch Prestigious Scholarships Alcuin Dean’s Office Campus-wide Honor Societies

3. Dean’s Office  Operating costs for all Undergraduate Education (UE) offices  Year-end faculty research and course development grants for UE initiatives  Capital equipment expenditures

4. Honors Program  Honors Program costs  Course enhancement/curriculum development funding  Great Works tickets  Summer Honors at Cambridge costs

5. Thesis & Prestigious Scholarships  Honors thesis research funding  Promoting prestigious scholarship applicants see http://opsf.byu.edu

6. Campus-wide Honor Societies  Phi Eta Sigma  Phi Kappa Phi  Golden Key  National Society of Collegiate Scholars

7. General Education  GE assessment & evaluation  Teaching & learning conferences/workshops  GE matching grants & curriculum development  GE spring/summer replacement funds

8. Alcuin Awards  General Education (GE) Alcuin 3-year teaching award for outstanding GE faculty

9. University Writing  Oversight of freshman writing courses  Oversight of advanced writing courses  Faculty writing workshops  Writing Across the Curriculum initiatives  Writing Fellows Program

10. First Year Experience  Coordinates all First Year experiences: New Student Orientation, Peer Mentoring programs, summer reading program, Freshman Academy, freshman seminars, and any other activities associated with first year students (freshmen and transfer).

11. Freshman Academy  Freshman Academy creates learning communities to provide the best possible teaching and learning environment for entering students with peer mentors to help guide them.

12. History of UE Budget  Started in 1999 with no fiscal records or history  Had quick tutorial mid-November 1999 to help close out 16-month budget year  Tracked with Excel in 1999 and 2000  Moved to Access database in 2001 to better track expenditures and provide reports more easily read by faculty  Continue to use and expand the database

13. Established Class List for Each Area

14. Individual Annual Budgets  Use Excel spreadsheets to show history of expenditures  Have beginning year budgets with subclasses and request changes for next year during resource planning  Finally have a clear picture of annual spending after tracking with classes for past five years

15. Individual Budget Sample Spreadsheet

16. Tracking Expenditures

17. Tracking Budgets Our Access Database

18. Tracking Budgets Transactions

19. Tracking Budgets Monthly Reports  YTD Operating Unit Summary  YTD Class Summary  New Transactions

20. Tracking Budgets Contract Report

21. What Is Unique about UE’s Budget?  The flexible nature of the budget.  Many programs have 0030 unallocated funds because funding account needs cannot be predicted when doing resource planning the year before.  Some of the 0030 funds are used for year-end curricular development funding and faculty research.  Our programs serve the entire campus.  We have no faculty assigned to our area; we borrow faculty from other areas on campus.  Administrators come and go every 3-5 years.