Joint Task Force on Resource Allocation Co-chairs: Elizabeth Chilton - PowerPoint PPT Presentation

Joint Task Force on Resource Allocation Co-chairs: Elizabeth Chilton (Assoc. Vice Chancellor for Research & Engagement); � Jennifer Normanly (Department Head, Biochemistry and Molecular Biology) � Final Report and Recommendations May 5, 2016 Joint Task Force for Resource Allocation

JTFRA Membership § Tim Anderson (Dean, College of Engineering) § Richard Bogartz (Designee of the Academic Priorities Council; Professor, Psychological and Brain Sciences) § Laura Briggs (Chair, Women, Gender, Sexuality Studies) § Julie Brigham-Grette (Department Head, Geosciences) § Julie Buehler (Vice Chancellor for Information Services and Strategy, CIO) § D. Anthony Butterfield (Program and Budget Council, Isenberg School of Management) § Stephen Cavanagh (Dean, School of Nursing) § Nancy Cohen (Co-Chair, JTFSO, Professor, Nutrition) § David R. Evans (Research Council, Professor, Education) § Mark Fuller (Dean of Isenberg School of Management) § Adina Gianelli (Designee of the Graduate Student Senate) § Bryan Harvey (Co-Chair, JTFSO, Associate Chancellor and Chief Planning Officer) § Mark Hochberg (Designee of the Student Government Association) § A. Y ę misi Jimoh (Chair of the Rules Committee, Professor, Afro-American Studies) § Patrick Kelly (Assistant Professor, Electrical and Computer Engineering) § Mike Malone (Vice Chancellor for Research and Engagement) § Andrew Mangels (Associate Vice Chancellor for Finance and Budget Director) § MJ Peterson (Secretary of the Faculty Senate, Professor, Political Science) § Amilcar Shabazz (Co-Chair, JTFSO; Faculty Advisor to the Chancellor for Diversity and Excellence; Professor, Afro-American Studies) 2 Joint Task Force for Resource Allocation 2 Joint Task Force for Resource Allocation

Goal: transparency and increased decentralization; campus- level commitment to quality, and share values and goals Common types of budgeting Centralized Decentralized Incremental Formula- Performance- Customized Responsibility “Every tub on based based Centered its own Management bottom” Current Explored by JTFRA 3 Joint Task Force for Resource Allocation 3 Joint Task Force for Resource Allocation

Budget Development Process: Late April-May mid-April Review and Evaluation of First Round Roll-ups of of Budget Feb-March School/ Development College and Process Executive Proposed Area Budget Resource Plans Proposals Dec-Jan Selected Priorities and Actions for FY17 4 Joint Task Force for Resource Allocation 4 Joint Task Force for Resource Allocation

Articulation of budget process with the model: Revenues & Expenses Allocation Drivers Admin & Support Charges Initial Unit Margins Principles qualitative & quantitative context Discussion Final budget 5 allocations Joint Task Force for Resource Allocation 5 Joint Task Force for Resource Allocation

Feedback received: Student Government Assoc, Grad Student Senate, Program and Budget Council, Academic Priorities Council, Mass Society of Professors, Rules Comm, all campus forum, email: Transparency in both data inputs and data outputs used in § planning College consultative processes § 6 Joint Task Force for Resource Allocation 6 Joint Task Force for Resource Allocation

Our recommendations: § Move forward with the budget development process. § Model be used to inform the budget development process for FY18. § Rules Committee and the Chancellor develop a “Strategic Planning and Budget Advisory Committee (SPBAC)” as a standing committee: joint committee of faculty, students, and administration . 7 Joint Task Force for Resource Allocation 7 Joint Task Force for Resource Allocation