Update on UHM budget processCommittee on Administration and Budget

Subcommittee on Budget

Presented to the Faculty SenateUniversity of Hawaiʻi at Mānoa

January 20th, 2016

•Background•Purpose of Addressing the Faculty Senate•Budget Process Overview•Goals (Objectives)•Update from Chancellor•Pathway Forward for Faculty

Background• Interim Chancellor (IC) R. Bley-Vroman requested meeting w/CAB

representative, B. Chismar, and K. Cutshaw to discuss collaborative budget reform process.• IC requested input from faculty on budget model (ranging from status

quo to RCM) and method for allocations from funding pool.• Additional work is ongoing with a group of Deans and Directors.• CAB formed a subcommittee with first meeting (12/23/15) to begin

work.• Need to develop communication strategy for input from faculty and

engage Deans and Directors ad Administration moving forward.

Purpose of Addressing Faculty•Provide update on process and share information.•Obtain suggestions on effective methods for

information exchange.• Engage input from full faculty on CAB’s current efforts

and pathway forward.•Need methods to maximize engagement between

Faculty and Administration.

Administration: Chancellor, VCAFO, Bill Chismar

Deans & Directors

CAB + SEC

UHM Faculty Input

The Budget Model Process Overview as it is Unfolding• Budget framework is being

driven by Administration and Deans & Directors.

• Faculty input requested by IC on funding pool allocation process.

• CAB developed budget process goals.

• CAB developing principles and procedure for allocation of funds from different sources.

NEED TO DETERMINE BEST METHOD FOR

INPUT/COMMUNICATION TO AND FROM THE

FACULTY

1.Determine best overall budget model for UHM. 2.Increase transparency of budget3.Develop process for G-Fund allocation.4.Develop process for allocation from funding pool.5.Develop process for allocation for RTRF from S/C/O to

PI as well as incentives for instructional faculty.

CAB Objectives:

Input on principles of allocation from funding pool requested by

Chancellor

CAB ADDITION:Principles for RTRF return.Instructional incentives.

CAB developing Faculty driven

principles for funding allocation from all

relevant funds.(Faculty input needed)

Update from Chancellor 1.Budget model: Combination form of activity based (ABB)

and revenue based budgeting (RBB)2. Transparency: Process and model address transparency.3.G-Fund allocation: Unit receives G-funds proportional to

authorized position salaries ~ 85%. 4.Funding pool: Faculty input on

“guidelines/principles/criteria” of allocation is requested.5.RTRF allocation to PI/Instructional incentives: Comments

not received thus far.

Where we are going…

• Model:• Faculty supported Responsibility Centered Management (RCM) model in

previous MFS resolution.• Continue to support decentralized revenue based approaches.

• Transparency/ Fund allocations:• Request criteria from Administration on how funds will be allocated.• Develop Faculty driven principles and procedures for how funds will be

allocated.• Faculty Input:• Request Faculty to complete “Needs Based Assessments” for all units. • Develop effective communication method between CAB SEC and Faculty and

for obtaining input and exchanging information.• FACULTY NEEDS TO VOICE THEIR INPUT ON THIS ISSUE!