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The University of Calgary Planning

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Request for enhanced transparency of resource allocation decisions ... Communication of re-allocation and investment decisions ... – PowerPoint PPT presentation

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Title: The University of Calgary Planning


1
The University of Calgary Planning Resource
Allocation Process
  • Workshops
  • November 17, 2004

2
Objectives of Workshop
  • Address the following
  • Planning and Resource Allocation Process
  • Instructions Expectations
  • Overview of financial component
  • Questions

3
Planning Process to Date
  • Academic Plan Update
  • Strategy Map development
  • Business Plan 2004-08 Prominence Promise An
    Update
  • Comprehensive Faculty Plans

4
Planning Accountability
5
Academic Plan Priorities Business Plan Goals
6
Academic Plan Priorities Business Plan Goals
7
Comprehensive Plans
8
Comprehensive Plans
9
Planning Resource Link
10
Planning Resource Allocation Timelines
Key Decision Point
Key Decision Point
11
Stages of Planning to Reporting
Planning
Budgeting
Allocation
Reporting
12


Planning
  • Financial planning and budgeting should consider
    all of the resources available to the University
  • -Planning Principles Assumptions Directions
    from TUBC for the 2003/04 and 2004/05 Budgets
    Memo dated Feb 10, 2003

13
Planning For All Resources
  • Including
  • People
  • Capital
  • Space
  • Technology

14
Instructions Expectations
  • Criteria for 2005-09 Resource Allocation Process
  • Planning and Resource Submission Instructions

15
How Why were criteria established?
  • How?
  • Primary Criteria
  • derived from 4-year business plan
  • broad parameters
  • Secondary Criteria
  • developed to address need for more specific
    direction
  • Why?
  • Request for enhanced transparency of resource
    allocation decisions
  • Provide guidance and framework for planning and
    decision-making

16
How will the Criteria be Used?
  • Submissions made by Senior Budget Officers
    (Deans/Directors)
  • P/VP and TUBC decisions
  • Communication of re-allocation and investment
    decisions

17
Primary Criteria for Resource Allocation Decisions
18
Principle criterion that reflects the principal
mandate of the University of Calgary
19
Enabling Supporting Criteria
20
Secondary Criteria for Resource Allocation
Decisions
  • Objectives
  • Encourage change
  • Optimize effective use of resources
  • Maintain or enhance quality
  • Provide incentives
  • Improved efficiency
  • Decreased dependency on traditional funding
    sources

21
Secondary Criteria for Resource Allocation
Decisions
  • Use of effective approaches to teaching that
    maximize available resources
  • E.g. blended or on-line instructional methods to
    improve student learning, inquiry and allocation
    of teaching resources
  • Units support for the University Enrolment Plan
    and the principles on which it is based
  • E.g. achieving approved undergraduate enrolment
    targets, while improving the quality of the
    students admitted, and increasing the number and
    quality of PhD students

22
Secondary Criteria for Resource Allocation
Decisions
  • Expansion of sponsored or applied research
    activity to reduce reliance on the central
    university budgets
  • E.g. Maximize the benefits of sponsored or
    applied research to the Universitys operating
    budget through recovery of overhead, innovative
    use of indirect costs of research funds or
    full/partial leveraging of funds for faculty
    positions

23
Secondary Criteria for Resource Allocation
Decisions
  • Use of shared or integrated resources within the
    unit to improve effectiveness, enhance quality,
    and maximize resources available to implement the
    Academic Plan.
  • E.g. Shared support services, faculty positions,
    administrative positions or infrastructure.

24
Secondary Criteria for Resource Allocation
Decisions
  • Use of innovative staffing arrangements and
    support mechanisms to optimize resources
    available to meet priority needs as set out in
    the Academic Plan and the Comprehensive Unit Plan
  • E.g. Use of differential teaching assignments and
    consideration of these differentials in
    performance assessment

25
Secondary Criteria for Resource Allocation
Decisions
  • Initiatives taken to generate revenue
  • E.g. Use of existing systems and infrastructure
    within the University or the community to
    maximize net profit and increase resources
    available to address priority needs.

26
Submission Expectations
  • Submissions for 2005-2009 closely tied to
    existing plans (e.g. Comprehensive Faculty Plans
    Unit Reviews)
  • Brief and to the point
  • Narrative consists of
  • Executive Summary (1-2 pages)
  • Planning Resource Summary (3-4 pages, max 10)
  • Fund Raising Priorities

27
Planning Resource Summary
  • Two elements
  • Proposed Transfer to Re-Allocation Pool
  • Investment Proposals

28
Proposed 5 Transfer
  • Describe outcomes expected
  • Short-term and long-term plans for changes to
    delivery of programs or services
  • Accountability for internal re-allocation rests
    with the Faculty/Unit
  • One-time costs part of re-allocation process
  • Expansion/ development of revenue generation
    activities

29
Investment Proposals
  • Prioritized listing of Faculty/Units strategic
    investments over 4 years to respond to the
    Academic Plan
  • Rank from highest to lowest priority
  • Highlight key outcomes expected
  • Includes Major capital infrastructure projects

30
Fund Raising Priorities
  • Identify alignment with Academic Plan, Four Year
    Business Plan and the Faculty/Unit Business Plan
  • Focus on priorities of 100,000 or greater

31
Financial Plan Instructions
  • Detail for 2005-06
  • Completed by Budget/Admin Officer in
    Cognos-Enterprise Planning Models (two components
    a salary model, and a master model)
  • All sources (operating, reserves, special
    purpose, sponsored research)
  • Financial implications of 3 year projections
  • Schedule 1 high level impact

32
Questions ???
  • Contact Information
  • Nicole Edge edge_at_ucalgary.ca
  • Abby Riviere riviere_at_ucalgary.ca
  • Heather Darrah hdarrah_at_ucalgary.ca
  • Donald Jantz djantz_at_ucalgary.ca
  • Diana Moes dmoes_at_ucalgary.ca
  • Rick Mogensen r.mogensen_at_ucalgary.ca
  • Pam Parent parent_at_ucalgary.ca
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