Budget Recalibration Initiative


Beginning in January 2017, Chancellor Yeigh asked the Institutional Planning & Budget (IPB) 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. UW Bothell is now pursuing a Modified Responsibility Center Management (RCM) budget model, which will be implemented in phases over the next three years. The RCM Overview: School Perspective summarizes budgetary impact to Schools and the First Year and Pre-major Program.

Phase 2:  July 2017 - July 2019


Communications:

Vice Chancellor's Email to Schools and Units: Phase 2 Next Steps

Campus Events:

Open Forum - December 11 (11:00 - 11:45 AM; TBD)

Past Campus Events:
Open Forum - July 19 (12:30-1:30 PM; UW1 361)
Open Forum - August 14 (12:30-1:30 PM; UW1 361)
Open Forum - September 26 (11:30 AM - 12:15 PM; UW1 361)
Open Forum - October 17 (11:00 - 11:45 AM; Husky Hall 1160)
Open Forum - November 6 (1:00 - 1:45 PM; UW1 211B)

Team Meetings and Minutes

Phase 2 Implementation (P2I) Meetings:
October 24, 2017 Presentation & Meeting Minutes
October 10, 2017 Presentation & Meeting Minutes
September 28, 2017 Presentation & Meeting Minutes
September 12, 2017 Presentation & Meeting Minutes
August 8, 2017 Presentation & Meeting Minutes

Process Development and Policy (PDP) Meetings:
September 27, 2017 Presentation & Meeting Minutes
October 16, 2017 (no presentation or minutes - discussion to continue at next meeting)

Joint PDP/P2I Meetings:
Phase 2 PDP/P2I Kickoff Meeting - July 26

Other Resources:
Budget Recalibration Chronology as of September 21
Budget Recalibration Decision Matrix as of August 11
Budget Recalibration Phase 2 Charge Letter

UW Bothell Budget Update as of September 21

P2I Team Members

Amy Stutesman, Administrator, Libraries
Bill Humphreys, Administrator, Interdisciplinary Arts and Sciences
Christine Howard, Administrator, Science Technology, Engineering, and Mathematics
Christy Grayum, Assistant Registrar, Registrar's Office
Jenny Albrecht, Manager, Fiscal and Audit Services
Marci Myers, Fiscal Specialist Supervisor, Business
Pamela Lundquist, Registrar, Division of Enrollment Management
Pierre Mourad, Professor, Science, Technology, Engineering, and Mathematics
Rachael Gilchrist, Academic Advisor, Student Success Center
Rita Johnson, Administrator, Nursing
Russell Cannon, Director of Institutional Research, co-chair
Sara Ali, Director, Academic Transition Program, First Year and Premajor Program
Segan Jobe, Senior Director, Institutional Planning and Budget, co-chair
Toni Hartsfield, Program Manager, Educational Studies
TBD, Financial Analyst, Advancement

PDP Team Members

Alka Kurian, Senior Lecturer, Interdisciplinary Arts and Sciences
Beth Beam, Assistant Vice Chancellor, Organizational Excellence and Human Resources
Bruce Burgett, Dean, Interdisciplinary Arts and Sciences
Casey Mann, Past Chair, General Faculty Organization
Christian Adams, Chair, General Staff Organization
Cinnamon Hillyard, Interim Director, First Year and Premajor Program
Claire Fraczek, Director, Integrated Learning
Daniel Jacoby, Professor, Interdisciplinary Arts and Sciences
Ed Buendia, Dean, School of Educational Studies
Elaine Scott, Dean, Science, Technology, Engineering, and Mathematics
Emily Christian, Interim Dean, Student Affairs
Gowri Shankar, Associate Professor, Business
John Kim, Junior Senator, ASUWB
Jonathan Cluts, Director of Strategic Initiatives
Kendra Yoshimoto, Director, Fiscal and Audit Services
Phil Akers, Vice Chancellor, Advancement and External Relations
Ruth Johnston, Vice Chancellor, Planning and Administration, co-chair
Sandeep Krishnamurthy, Dean, Business, co-chair
Sarah Leadley, Director, UW Bothell and Cascadia College Library, and Associate Dean, University Libraries
Shari Dworkin, Dean, Nursing and Health Studies
Susan Jeffords, Vice Chancellor, Academic Affairs

Phase 1:  January - June 2017


Two groups were formed to implement Phase 1 of the initiative: the Core Team, chaired by the Senior Director of Institutional Planning & Budget, and the Steering Committee, chaired by the Vice Chancellor of Planning and Administration.  

Through an iterative approach, the Modified RCM budget model was recommended for adoption to the Chancellor in June 2017, as outlined in the Chancellor's message endorsing the new budget model and IPB's Executive Summary.

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, Planning and Administration
Segan Jobe, Senior Director, Institutional Planning and Budget, Chair
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
Kendra Yoshimoto, Director, Fiscal and Audit Services
Phil Akers, Vice Chancellor, Advancement and External Relations
Russell Cannon, Director of Institutional Research
Ruth Johnston, Vice Chancellor, Planning and Administration, Chair
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 15, 2017
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 17, 2017
May 4, 2017
April 5, 2017
March 6, 2017
February 16, 2017
January 31, 2017

Other Meetings

Chancellor's Cabinet - June 15, 2017
Presentation to Core/Steering and Chancellor's Executive Team - June 9, 2017
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