University of Massachusetts Boston

1. University of Massachusetts Boston FY11 Budget Process February 25, 2010

2. FY2011 Financial Challenge • FY10 we had a gap of $27m; • FY11 we have a potential gap of $40m; • UMass Boston operating budget is $300m; • Accomplish a balanced budget; • Make progress on our strategic goals; • Environment of uncertainty, e.g. state support not decided until early part of fiscal year.

3. Strategic Priorities • Increase student access, engagement and success; • Attract, develop and sustain highly effective faculty; • Create a physical environment that supports teaching, learning and research; • Enhance campus community engagement through improved organizational structures.

4. Key Decisions • Ensure that all revenue and expenses are reviewed; • Develop process for review of base budgets; • Incorporate incentives into FY11 budget; • Set margin target for FY11 and plan multi-year balancing.

5. Budget Process • Ensure that the FY11 budget process is transparent and participatory; • Vertical and horizontal review of base resource allocations and budget-balancing options; • Make budget process more analytical and data driven: • work with Institutional Research, • implement electronic budget application (FAST);

6. FY11 Planning and Budgeting Calendar.

7. Workgroups and Committees • Budget & Long Range Planning Committee (Faculty Council) • Revenue Advisory Committee (deans, faculty, staff) • Growth Committee (deans, faculty, staff) • Labor Leadership (presidents of five labor unions on campus) • Retention/Student Success Committee - new in FY11 • (deans, faculty, staff) • Support Staff Advisory Workgroup - new in FY11 • (deans, faculty, staff)

8. FY11 Budget Decision-Making Framework Retention/Student Success Committee As part of multi-year strategy to increase student success, will develop set of proposals to begin in FY11 Growth Planning Committee Will help UMass Boston to plan for resources necessary to accommodate future enrollment growth Union Leadership Committee Will receive regular updates about FY11 budget challenge and options under consideration to resolve it UMass Board of Trustees Approves fees and annual budgets for all campuses President’s Office Directs and coordinates fee-setting & budget planning for all campuses Support-Staff Advisory Workgroup As part of multi-year strategy to create appropriate academic support staff model, will develop set of proposals to begin in FY11 New Chancellor Makes final budget decisions for UMass Boston campus Revenue Advisory Committee Will help to develop campus’ FY11 & multi-year revenue strategy Vice Chancellor Group Will prepare FY11 budget recommendations for Chancellor Provost, Deans & Academic Dept’s Develop budget requests consistent with UMass Boston’s strategic priorities and goals for their college VCs & Non-Academic Dept’s Develop budget requests consistent with UMass Boston’s strategic priorities and goals for their area • BLRPC • Represents Faculty Council in budget process • Provides input on base budget, other budget issues A&F/Office of Budget & Financial Planning Manages UMass Boston’s annual budget process Groups providing input into FY11 budget process Decision-making groups

9. Communications and Advocacy • Develop comprehensive communications plan with the Office • of Government Relations & Public Affairs, that will include: • Open budget hearings; • written communications to campus community; • town hall meetings; • university website.

10. Summary • Significant Trend = financial challenges in uncertain times. • In order to successfully navigate our way through these challenges: • Embrace strategic plan. We believe this is the most likely way to assure budget support; • Set up a participatory and transparent process that allows you to move organization forward; • Involve key stakeholders in decision making process; • Requires the hard work and the participation of the entire organization.