UW-L JOINT PLANNING & BUDGET - Annual Planning Calendar (draft 11-26-09)

Overview of UW SYSTEM Budget Planning and Development KEY: VC A&F: Vice Chancellor- Administration & Finance;
materials including: Tuition & Segregated Fees; Annual Operating PVC: Provost/Vice Chancellor; VC -SA: Vice Chancellor -
Budget & Biennial Budget Request availalble at Student Affairs; AVC-B&F: Assistant Vice Chancellor of
http://www.uwsa.edu/budplan/bpd.htm. Budget & Finance BOR: Board of Regents.

Calendar (approximate
Topic (& document if applicable) Presenter Comment
date presented to JP&B)
FALL SEMESTER
SEPTEMBER (1st Budget Briefing Book - overview of UW-L
VC A&F and AVC-B&F
meeting) budget
SEPTEMBER Review Strategic Plan and Campus Priorities JP&B chair
OCTOBER (every other
Physical Development Plan VC A&F 6 year plan updated each biennial budget
year -even numbered)

OCTOBER (every other

DIN planning - ideas for the next biennium
year - odd numbered)

Enrollment Management Report - current Fall

10th day enrollment figures and enrollment
targets for the upcoming Fall. (Target report
should include details regarding the following Note: JP&B has a representative on
OCTOBER (early ) VC A&F and PVC
"mix" categories: international, transfers, out-of- the Enrollment Management Council
state, undergraduate/graduate, diversity by
traditional classification groups, and enrollment
profile by college).

Academic Fee Income Report (AFIR) -

Brief Overview - Verbal Report
NOVEMBER (if Regents student headcount projections combined
VC A&F (Sample of a past AFIR available at
approve by previous July) with tuition levels upon which UW-L's base
http://cs.uwlax.edu/JPB/JPB.html)
budget is allocated
Report comes from the Special
Campus comparisons - UW-L compared to
DECEMBER (at the Assistant to the VP of Finance at UW
selected other UW campuses (Eau Claire, VC A&F and AVC-B&F
earliest) System. Suggestion - rotating focus
Oshkosh & Whitewater)
on specifics?
SPRING SEMESTER
 Also vetted with PTS & Academic
FEB - early Pay Plan Recommendation Chancellor
Staff Council
LATE SPRING (late March Informational reports from the following divisions (1 to 2
presentations per meeting) - see budget organizational chart for NOTE: not to exceed 30 minutes
& April) meetings -
reporting lines
Administration and Finance VC A&F
Academic Affairs (excluding academic colleges) PVC
Growth, Quality & Access VC A&F and PVC
Student Rep, VC A&F Actual expenditures for current year
Student - Segregated Fees
& AC - SA and proposed budget for upcoming
Academic Initiatives & Student Tech Fees VC A&F and AC - SA year and reports on any major
Chancellor's Office Chancellor initiatives within the unit or college.
Division of Student Affairs AC - SA Budget reported by standard
Advancement Activities AC - Advancement categories (major class of
expenditure).
Foundation Foundation President
College of Business Administration Dean of CBA
College of Liberal Studies Dean of CLS
College of Science & Health Dean of SAH

Due to system in June - traditionally

MARCH Biennial Budget Overview VC A&F
approved at August BOR meeting.
SPRING (within 1 month Report on any Decision Item Narratives Chancellor, PVC & When feasible - JPB serves as
of submission to system) (DIN)s VC A&F advisory prior to submission
MARCH Classroom/Laboratory Modernization Fees VC A&F, PVC & Deans
Growth, Quality & Access Assessment JP&B assessment
APRIL
Indicator Report subcommittee
Unit/Division - lists of potential
searches/hires (based on retirements,
resignations, openings, or growth)
categorized into one of three groups: 1)
PVC, VC A&F, AC - JP&B reviews according to strategic
APRIL - LATE High priority (provided there is funding - will
SA, and Deans plan and campus priorities
be enacted); 2) Ongoing needs (filled in the
near future, 2-3 years, if funding available);
3) Additional requests (requests from the
the unit not representing in 1 or 2).
AFIR planning - general information on
MAY PVC and VC A&F
tuition targets