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FP&A Strategic Plan

Our team has developed the following internal strategic goals to support the campus. We will continue to develop advanced and collaborative processes for financial management that are reflective of a maturing institution. 

STRATEGIC GOALS OUR ACTIVITIES TIME FRAME

STRATEGIC GOAL 1.

Ensure the sustainability of UC Merced's long-range financial resources through effective and transparent long-range planning. 
 

 Long-Range Financial Plan Modeling Annual and Ongoing
  Estimate of Future Revenue and Expenditure Annual and Ongoing
  Integration of Annual Campus Budget as "Base Year" of Long Range Annual and Ongoing
  Capital Planning/Project Finance interface with Real Estate Services Group Annual and Ongoing

STRATEGIC GOAL 2:

Develop exemplary budget processes, policies and models in support of the University's long-term goals. 

Develop recommendations for Budget-related policies, procedures or practices in the following areas: 

  • Allocation of Campus Funds
  • Process Mapping and Reviews
  • Standard of Management and Execution
 Annual and Ongoing
 

Refine Operating and Academic Budget Operations: 

  • Budget/Staffing Reconciliation and Reporting
  • Position Control Interface with Human Resources
 Annual and Ongoing

STRATEGIC GOAL 3:

Manage campus funds in collaboration with campus stakeholders to ensure accountability, discipline and their relationship to campus and capital priorities.

Refine development of Annual Campus Budget

  • Campus Budget Process
  • Resource Allocation Model
 Annual and Ongoing
 

Refine Fund Management Processes in the following areas: 

Allocation of Campus Funds (exclusive of Sponsored Projects)

Prioritization of Restricted and Unrestricted Fund Sources

Capital Eligible Fund Sources

 Annual and Ongoing