About Our Unit

The Budget Resource Management and Institutional Planning & Analysis section of the Office of Resource Management and Planning:

• Advises the Provost and Executive Vice Chancellor and other campus leaders as to the efficient and effective management of the campus' operating budget resources.
• Serves the campus at large by providing accurate and meaningful information to support resource-related decisions; developing policies, procedures, and information systems that enable units to efficiently and effectively manage their operating resources; providing staff development opportunities for departmental resource managers; and managing annual resource allocation and assessment processes with the goal of minimizing the workload of campus units.
• Provides analytical support for decisions on faculty position allocation, curriculum planning, campus enrollment targets, and other academic planning issues.

Budget Resource Management activities generally fall into two main categories as described below:

• Program Planning and Policy Analysis:
• Coordinates campus budget review processes, recommending overall resource allocation strategies and providing independent analysis of individual budget proposals.Provides advice and analysis on the resource aspects of academic personnel planning, allocation of faculty positions, enrollment planning, operation and maintenance of plant, establishment of new programs and initiatives, administrative unit reviews, and special reviews of individual programs.Coordinates the campus' response to the resource aspects of state and university policy issues.
• Staffs the Academic Planning Council, the Faculty Position Allocation Workgroup, the Information Technology Policy Board, and other campus wide policy committees.
• Budget Operations:
• Manages and provides decision support concerning various centrally held campus resources, including the campus benefits pool, staff and salary funding, the Chancellor's discretionary funds, and upgrading funds for faculty positions.Develops and maintains budget information systems that support section analytical efforts and departmental resource managers. Designs and delivers budget training classes for departmental resource managers.Maintains a framework for the management and planning of the campus' debt capacity, and regularly consults with units involved in the preparation of proposals for external financing of capital projects.
• Manages Office of Resource Management and Planning involvement in campus fiscal close procedures and financial reporting to the UC Office of the President.

Institutional Planning & Analysis activities include:

• Provides analytical support for decisions on faculty position allocation, curriculum planning, campus enrollment targets, and other academic planning issues.
• Provides analytical support for resource analysis performed in the operating budget and facilities planning areas.
• Responds to external requests for information from the Legislature, the federal government, accrediting agencies, and other organizations.
• Compiles and manages student and faculty data.