Uw-l Joint Planning & Budget - Annual Planning Calendar

UW-L JOINT PLANNING & BUDGET - Annual Planning Calendar Overview of UW SYSTEM Budget Planning and Development materials including: Tuition & Segregated Fees; Annual Operating Budget & Biennial Budget Request availalble at http://www.uwsa.edu/budplan/bpd.htm.

Calendar

(approximate date presented to JP&B)

FALL SEMESTER

Topic (& document if applicable)

(draft 11-26-09)

KEY: VC A&F: Vice Chancellor- Administration & Finance; PVC: Provost/Vice Chancellor; VC -SA: Vice Chancellor Student Affairs; AVC-B&F: Assistant Vice Chancellor of Budget & Finance BOR: Board of Regents.

Presenter

SEPTEMBER (1st meeting) SEPTEMBER

Budget Briefing Book - overview of UW-L VC A&F and AVC-B&F budget Review Strategic Plan and Campus Priorities JP&B chair

OCTOBER (every other year -even numbered)

Physical Development Plan

OCTOBER (every other year - odd numbered)

DIN planning - ideas for the next biennium

VC A&F

Comment

6 year plan updated each biennial budget

Enrollment Management Report - current Fall

OCTOBER (early )

10th day enrollment figures and enrollment targets for the upcoming Fall. (Target report should include details regarding the following VC A&F and PVC "mix" categories: international, transfers, out-ofstate, undergraduate/graduate, diversity by traditional classification groups, and enrollment profile by college).

Academic Fee Income Report (AFIR) NOVEMBER (if Regents student headcount projections combined approve by previous July) with tuition levels upon which UW-L's base budget is allocated DECEMBER (at the earliest)

SPRING SEMESTER

Campus comparisons - UW-L compared to selected other UW campuses (Eau Claire, Oshkosh & Whitewater)

VC A&F

Note: JP&B has a representative on the Enrollment Management Council

Brief Overview - Verbal Report (Sample of a past AFIR available at http://cs.uwlax.edu/JPB/JPB.html)

Report comes from the Special Assistant to the VP of Finance at UW VC A&F and AVC-B&F System. Suggestion - rotating focus on specifics?

FEB - early

Pay Plan Recommendation

Chancellor

Also vetted with PTS & Academic Staff Council

LATE SPRING (late March Informational reports from the following divisions (1 to 2 presentations per meeting) - see budget organizational chart for & April) meetings reporting lines Administration and Finance VC A&F Academic Affairs (excluding academic colleges) Growth, Quality & Access Student - Segregated Fees Academic Initiatives & Student Tech Fees Chancellor's Office Division of Student Affairs Advancement Activities Foundation College of Business Administration College of Liberal Studies College of Science & Health

PVC VC A&F and PVC Student Rep, VC A&F & AC - SA VC A&F and AC - SA Chancellor AC - SA AC - Advancement Foundation President Dean of CBA Dean of CLS Dean of SAH

NOTE: not to exceed 30 minutes

Actual expenditures for current year and proposed budget for upcoming year and reports on any major initiatives within the unit or college. Budget reported by standard categories (major class of expenditure).

VC A&F

Due to system in June - traditionally approved at August BOR meeting.

SPRING (within 1 month Report on any Decision Item Narratives of submission to system) (DIN)s

Chancellor, PVC & VC A&F

When feasible - JPB serves as advisory prior to submission

MARCH

Classroom/Laboratory Modernization Fees

VC A&F, PVC & Deans

APRIL

Growth, Quality & Access Assessment Indicator Report

JP&B assessment subcommittee

APRIL - LATE

Unit/Division - lists of potential searches/hires (based on retirements, resignations, openings, or growth) categorized into one of three groups: 1) PVC, VC A&F, AC High priority (provided there is funding - will SA, and Deans be enacted); 2) Ongoing needs (filled in the near future, 2-3 years, if funding available); 3) Additional requests (requests from the the unit not representing in 1 or 2).

MAY

AFIR planning - general information on tuition targets

MARCH

Biennial Budget Overview

PVC and VC A&F

JP&B reviews according to strategic plan and campus priorities