Overview

We work with the campus academic and administrative units to guide the annual budgetary process, embrace efforts of process simplification, create an open budget environment, and develop innovative solutions.

Serving as stewards of institutional resources, the Institutional Planning and Budget Office is responsible for:

  • Forecasting revenue and expense and providing analytical context for planning assumptions and budget policies.
  • Allocating resources, monitoring their use, and reporting on results against plan.
  • Modeling the impact of program, policy, and process changes.

Budget Recalibration Initiative

In January 2017, Chancellor Yeigh asked the Institutional Planning & Budget Office to collaborate with the campus community to recalibrate UW Bothell's institutional budget with the goals of making it easier to understand and transparent, and to factor in strategic initiatives, commitments, and need for increasing reserves and creating an equity fund for capital needs.

Two groups were formed to implement the initiative, the Core Team, chaired by the Senior Director of Institutional Planning & Budget, and the Steering Committee, chaired by the Vice Chancellor of Administration and Planning.  

The Core Team, which is a working group that meets weekly, and the Steering Committee, which meets biweekly, is reviewing institutional-level budgets, unit-level budgets, and special program budgets.  Recommendations on best approaches to critical areas are expected to be submitted to the Chancellor in May 2017.

Core Team Members

Adrian Sinkler, Senior Institutional Analyst, Institutional Research
Amy Stutesman, Administrator, Libraries
Bill Erdly, Associate Professor, Computing and Software Systems
Bill Humphreys, Administrator, Interdisciplinary Arts and Sciences
Christian Adams, Director of Academic Budgets, Institutional Planning and Budget
Cody Thorne, ASUWB Vice President
Lisa Walker, Assistant Director, Office of Advancement and External Relations
Ruth Johnston, Vice Chancellor, Administration and Planning
Segan Jobe, Senior Director, Institutional Planning and Budget
Soofin Lam, Program Operations Specialist, Facilities Services
Steve Walline, Planning Analyst, Institutional Planning and Budget

Steering Committee Members

Carolyn Brennan, Assistant Vice Chancellor, Research, Academic Affairs
Casey Mann, Professor, Engineering and Mathematics
Christian Adams, Director of Academic Budgets, Institutional Planning and Budget
Cody Thorne, ASUWB Vice President
Ed Buendia, Dean, School of Educational Studies
Emily Christian, Interim Dean, Student Affairs
Jonathan Cluts, Director of Strategic Initiatives, Academic Affairs
Kendra Yoshimoto, Director, Fiscal and Audit Services
Phil Akers, Vice Chancellor, Advancement and External Relations
Russell Cannon, Director of Institutional Research, Academic Affairs
Ruth Johnston, Vice Chancellor, Administration and Planning
Segan Jobe, Senior Director, Institutional Planning and Budget
Steve Syverson, Assistant Vice Chancellor, Enrollment Management
Steve Walline, Planning Analyst, Institutional Planning and Budget
Susan Jeffords, Vice Chancellor, Academic Affairs

Budget Recalibration Launch Meeting - January 20, 2017

Core Team Meetings
May 8, 2017
April 24, 2017
April 10, 2017
March 30, 2017
March 21, 2017
March 14, 2017
March 6, 2017
February 23, 2017
February 14, 2017
January 30, 2017
January 23, 2017

Steering Committee Meetings
May 4, 2017
April 5, 2017
March 6, 2017
February 16, 2017
January 31, 2017

Other Meetings
Presentation to CCPB and Chancellor's Executive Team - May 9, 2017
Presentation to Budget Coordinators and Student Affairs - April 24, 2017
Chancellor's Cabinet - April 17, 2017
Town Hall - March 30, 2017
Town Hall - March 30, 2017 NOTES
EAB Session - March 15, 2017
Town Hall - February 14, 2017
Town Hall - February 14, 2017 NOTES

Budget development

Following is the 2018 Provost Budget Narrative for UW Bothell. The narrative reveals projected FTEs and planned expenditures for FY17 and FY18. 

2018 Provost Budget Narrative

The Vice Chancellor of Administration and Planning with the Senior Director for Institutional Planning & Budget met with schools, departments and groups to gather feedback in the budget planning process. The following link will take you to the institutional budget presentation that was provided in those meetings.  

Institutional Budget Presentation

Budget proposals

Budget allocations

Budgetary allocations are integral components to an annual financial plan. They indicate the level of resources the university is committing to a school or department. Without allocation limits, expenditures can exceed revenues and result in financial shortfalls. When developing budgetary allocations, all needs of the university are taken into account and decisions are made where best to allocate funds.

Below you will find the budget allocations for the University of Washington.

Committee participation

The Office of Institutional Planning and Budget participates in the following committees in order to have cross-unit collaboration when developing the budget for the campus.  

Chancellor's Cabinet

  • Provide policy advice and recommendations to the Chancellor on matters that pertain to UW Bothell budget planning and development process. 

Chancellor's Leadership Council

  • The Chancellor’s Leadership Council (CLC) is an advisory body, with membership reflecting UW Bothell constituencies. The CLC advises the Chancellor on a wide range of key strategic matters. 

Campus Council for Planning & Budgeting (CCPB) 

  • The inclusive nature of this committee (GFO, GSO, ASUWB, and Administration) is to encourage focused budget discussions, sharing of ideas/perspectives, reviews of budget proposals/processes/allocations/metrics, and provide specific planning advice and budget reports to the GFO Executive Committee.

Did You Know?

Forty-nine percent of UW Bothell's first year students are the first in their families to attend college.