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Department Chair Budget Orientation: Maximizing Resources and Impact

Gain insights into managing department budgets effectively, understanding resource distribution, and making strategic financial decisions. Explore guiding questions and advocacy strategies to influence budget allocations. Let's navigate fiscal challenges together!

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Department Chair Budget Orientation: Maximizing Resources and Impact

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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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