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SUNY Oneonta

SUNY Oneonta. Department Chair Orientation Wednesday, 9.28.17. BUDGET. N. Tiapo Fin. Analyst, Academic Affairs. Bonne Journeé. ISSUES. Introduction. Dep’t Budget – Step I. Acad. Dep’t Resource Distr. Model. Dep’t Budget – Step II. Dep’t Budget – Step III.

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SUNY Oneonta

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  1. SUNY Oneonta Department Chair Orientation Wednesday, 9.28.17 BUDGET N. Tiapo Fin. Analyst, Academic Affairs Bonne Journeé

  2. ISSUES • Introduction • Dep’t Budget – Step I • Acad. Dep’t Resource Distr. Model • Dep’t Budget – Step II • Dep’t Budget – Step III • Guiding Questions / Discussions

  3. Introduction Key Resources Budget Office Business Office HR IT Payroll Procurement & Travel Office Provost Office

  4. Dept. Budget – Step I • Dept. Budget Responsibility – The Chair • At least 01 Account (-00) (most likely a 63…) • State Account – Balances swept at end of fiscal year • BI • Planning and Background Information • Fiscal Year • Spending Deadlines – Proc. & Travel • Secretaries • Department • Dean • Provost Office Incontournable

  5. Acad. Dep’t Resource Distribution Model The Academic Department Resource Distribution Model • Budget Office • Distributed in July to all the Chairs

  6. Dept. Budget – Step II • Account Budget Parts • OTPS • Recharges

  7. Dept. Budget – Step III • Steadying the Ship • BI – Account monitoring • Timely review of expenditure • Transferring Funds • Possible between object codes within OTPS, recharges • Possible between OTPS and Recharge categories • OTPS & Food for Events • Meal Justification

  8. Dept. Budget – Step III • Requests for funding • Importance of schedule of classes • Planned FTE student targets • Monitor demand / enrollment • Eliminate low-enrolled sections? • Does class limit need to be increased? • Does a new section need to be added?

  9. Guiding Questions • Budget allocations versus dep’t needs and priorities • How essential are the different dep’t programs, courses and personnel? • What programs/activities pay for themselves? • What courses pay for themselves? • Etc. • How can you impact the budget? • Enrollment trends, for instance • Priorities

  10. Guiding Questions • Advocacy (E.G.s) • New faculty start-up funds • Computers /equipment • New lines • Conversion of lines (unfunded – funded; lecturer – TT/Assist prof) • Understanding your -20 Account & Budget • Use it or loose it • Relationship with Dean • Cultivate supportive relationship • How to ask your dean for money

  11. Let’s Discuss Pow Wow photo by M. Glen Kertz (Planet Society)

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