Planning for the future and stewards of UC Merced's financial resources
The Office of Budget and Financial Planning (formerly Financial Planning and Analysis) 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, Budget and Financial Planning works closely with other units that play key roles in the University’s financial management activities.
