Planning for the future and stewards of UC Merced's financial resources
The Office of Financial Planning & Analysis (FP&A) provides support for the campus operating budget decision-making process. We also coordinate strategic and long-range planning efforts during the earliest phases of program and project development for UC Merced’s capital improvement program.
What we do
- Provide oversight and direction of department budget and fiscal protocols.
- Assure that all requests received reinforce the appropriate financial planning and control activities.
- Ensure that proper accountability is maintained that provides strong division and department adherence to approved budget and spending levels.
- Responsible for managing the development and recommendation of the campus' operating budget to the VC/CFO, EVC/Provost and Chancellor.
- Coordinate with each division leadership and department's financial staff on the management of their local budgets.
- Coordinate strategic and long-range planning efforts developed during the earliest phases of program and project development that form the campus capital financial plan and its capital improvement program.
- Lead implementation of processes for the development and recommendation of a campus budget under the annual budget call process.
- Maintain budget authority over the campus' financial resources.
- Develop project finance plans and provide debt management services across multiple campus funds.
- Implement policies and procedures to ensure responsible financial stewardship and resource management.
- Provide support for UC Merced's Capital Plan
- Guide stewardship of UC Merced's financial resources
- Develop and recommend financial policies, procedures, and strategies in support of the University's Strategic Plan.
Campus Relationships
To accomplish these objectives, FP&A works closely with other units that play key roles in the University’s financial management activities.
