Mission, Vision and Values
Mission: The
Office of Budget, Planning and Analysis guides UW-Stout’s financial and
facilities planning processes, develops the operational and capital budgets,
manages institutional studies and statistical information, facilitates
organizational assessment and improvement, coordinates university
policies and procedures, assists faculty and students with their research,
and performs scanning of evaluations and tests.
Vision: The Office will advocate
effective and efficient use of university resources through planning,
analysis, research, alignment of resources to plans and accountability of use.
This advocacy will promote discussion and understanding of critical
budget, planning and research issues and will encourage informed decision-making.
Values:
The Office of Budget, Planning and Analysis values:
·
Active campus involvement throughout the
budgeting and planning processes;
·
Collaborative relationships with each of the
divisions, colleges, units, faculty, staff and students in the development and implementation of
surveys and studies;
·
Innovative budgeting ideas that diversify and
broaden revenue sources and /or reduce operating expenses while still
providing a high-quality learning and living environment for students and
a high-quality work environment for faculty and staff;
·
Open communication and easy access to
information on campus;
· Independent and objective data distributed in a timely manner.
Office Staff
Goals and Specific
Responsibilities
Create a budget process
which clearly identifies issues, incorporates planning, establishes accountability factors
and provides follow-up reporting.
Provide research and analysis of
budget issues.
Explore new accountability
processes such as responsibility center budgeting.
Facilitate an in-depth review of
existing budget allocations (i.e., non-instructional unit review).
Identify effective communication
mediums (i.e., newsletter, WWW, personal contacts).
Explore appropriate benchmark and
assessment criteria for the university as a whole and for individual functions.
Provide information and analysis
to support institutional planning and decision-making.
Facilitate the development of an
analytic data warehouse.
Create a
participatory and effective capital planning and budget process.
Specific
Responsibilities
Administer the Annual and
Biennial Operating Processes
- Communicate with
administrative and governance groups on the budget process and budget issues.
- Perform budget analyses.
- Develop assumptions and
constraints for the upcoming budget cycle.
- Process requests and make
recommendations on segregated, room, board and other auxiliary fee increases.
- Assist the Stout Student
Association with segregated fee planning and revenue budgeting.
- Develop the tuition revenue
budget.
- Review and
process rate requests.
- Prepare the university's
current and long range budget plans.
- Prepare the auxiliary's
current and long range budget plans.
- Provide training and
support to departments, colleges, and divisions throughout the budget development cycle.
- Coordinate the
laboratory/classroom modernization and general computer access programs.
- Propose distribution of
resources.
- Coordinate UW System
information needs for the biennial budget process.
Administer the
Planning and Capital Budget Process
- Coordinate and facilitate
UW-Stout's capital (facilities) planning activities through dialogue and discussion.
- Coordinate and facilitate
submission of UW-Stout's biennial capital budget and capital budget project requests.
- Assist in the
implementation of the biennial capital budget.
- Assist with communication
related to Planning and the Capital Budget with UW System, the Campus, City officials, and
the community.
- Respond to ad hoc requests
for reports to UW System.
Perform Fiscal Analyses
and Support Fiscal Policy Development
- Prepare short-term fiscal
analyses and long-term fiscal projections.
- Prepare a university
year-end budget review.
- Prepare the auxiliary
reserve management plan and year-end reserve accountability report.
- Prepare and analyze
sub-activity code data.
- Conduct special financial
studies.
- Support the development of
fiscal policy.
Support Institutional
Planning
- Support the institution's
planning processes including academic, strategic and capital.
- Develop linkage of the
institutional planning processes to the annual operating budget process.
- Develop budget planning to
implement institutional planning outcomes.
Perform
Institutional Research
- Design and prepare research
studies, forecasts and analyses to support institutional planning and decision-making.
- Examine future trends and
the impact to the university.
- Prepare and coordinate the
reporting of institutional research information for external agencies and internal
offices.
- Coordinate the design,
implementation and analysis of major institutional surveys.
- Support enrollment
management.
- Develop an analytic
database to support the use of data in decision-making (i.e., an executive information
system/data warehouse.)
- Serve as UW-Stout's CDR
(Central Data Request) liaison.
- Consult with university
personnel to assist their research on university related issues.
- Assist faculty,
staff and students with their research.
- Perform scanning
of evaluations and tests.
Annual Reports
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