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Campus Forum: Resource Allocation at UKZN in 2008

Campus Forum: Resource Allocation at UKZN in 2008. Glen Barnes Director, Management Information (for the Budget Working Group). The Budget Working Group. New framework New process New timelines 5-year plan. Resource allocation process. Identify areas of income

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Campus Forum: Resource Allocation at UKZN in 2008

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  1. Campus Forum:Resource Allocation at UKZN in 2008 Glen Barnes Director, Management Information (for the Budget Working Group)

  2. The Budget Working Group • New framework • New process • New timelines • 5-year plan UKZN RAM - October 2007

  3. UKZN RAM - October 2007

  4. Resource allocation process • Identify areas of income • Model subsidy on given data • Model fee income on enrolment plan • Estimate the expected Strategic appropriations • Estimate the Contractual obligations • Make high-level decisions on Sector allocations • Run the RAM … • Produce the indicative budget to Budget Holders UKZN RAM - October 2007

  5. Components of the model • Detailed income areas • State subsidy (Block Grants, ad hoc Grants, Earmarked funding) – determined by the funding formula in year n-2 • Fee income (estimated from the enrolment plan) • Investment income • Recoveries (JME & Subventions) • Other income • Clearly define the resource base … UKZN RAM - October 2007

  6. Estimated Resource Base 2008 NOTE: benchmarked institutions and national average have higher non-subsidy ratios i.e. higher 3rd stream income UKZN RAM - October 2007

  7. Components of the model … • Four Sectors: • Strategic sector – informed by the strategic plan • Contractual sector – defined contractual obligations (statutory) • College sector – all academic units, schools & faculties • Support sector – all non-college units & divisions UKZN RAM - October 2007

  8. Sector allocations Benchmarking/Subtraction Benchmarking Strategic projects & portfolios Contractual obligations UKZN RAM - October 2007

  9. Proportional Allocation (%) into Sectors NOTE: benchmarked institutions have 50-60% academic proportions UKZN RAM - October 2007

  10. The role of the RAM • Advises the allocation to budget holder • At executive level • No separate allocations to Staff Compensation and Supplies & Services • No allocation within the units of the budget holder • Budget holder can consider ‘cross-subsidizing’ UKZN RAM - October 2007

  11. UKZN RAM - October 2007

  12. The role of the RAM … • Within-sector allocation to budget holder: • Strategic sector – estimated value per project • Contractual sector – estimated value per portfolio • College sector – faculty drivers … • Support sector – history/benchmarked (for now!) UKZN RAM - October 2007

  13. Faculty drivers • Grouped & weighted as: • Teaching & Learning (45%) • Research (40%) • Community outreach & other activities (15%) • Corresponds to the agreed proportions of academic endeavor (e.g. SPDSS) UKZN RAM - October 2007

  14. Faculty drivers UKZN RAM - October 2007

  15. Faculty driver matrix NOTE: metrics based on audited data submitted to DoE and consider the new funding framework UKZN RAM - October 2007

  16. Implementation in 2008… • Designed and tested in 2007 • Not implemented • ‘Inherited’ faculty ratios • Phased implementation … • Some immediate improvements • Proportional contributions to teaching (shared) - not done (no sign-off) • Proportional contributions to graduates (fractional) - done UKZN RAM - October 2007

  17. Phased implementation … NOTE: (1) the %s are close, (2) they change every year, (3) a small % change means a large budget change UKZN RAM - October 2007

  18. UKZN RAM - October 2007

  19. Concluding remarks • Given some insight into the design and role of the RAM • Attempted to highlight … • some areas of concern in the current resource base • some implications for the 2008 budget UKZN RAM - October 2007

  20. Thank you … UKZN RAM - October 2007

  21. UKZN RAM - October 2007

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