Staff Assignments

Budget Resources and Institutional Planning & Analysis

Kelly Ratliff – Associate Vice Chancellor

  • Sectionwide management and issues coordination
  • Program/resource planning (overall)
  • Campus budget process development/implementation
  • Campuswide/cross-cutting resource issues
  • Liaison with UCOP and other campus budget offices

Academic Budget and Institutional Planning & Analysis

Robert Agee – Director

  • Manage section - coordinate staff workload and analytical issues
  • Long-term resource planning / analysis (academic personnel, academic units, administrative units, student services units)
  • Major presentations
  • Develop decision tools for campus leadership
  • Orientation and development of analytical staff

Ian Blake – General Campus Budgets

  • Division of Biological Sciences
  • Division of Humanities, Arts & Cultural Studies
  • Division of Mathematics and Physical Sciences
  • Division of Social Sciences
  • Graduate Studies
  • Graduate School of the Environment

Chris Carter – Professional School Budgets

  • Graduate School of Management
  • School of Education
  • School of Law
  • School of Medicine
  • School of Veterinary Medicine
  • Professional Student Fees

Dawn Casteel – Budget and Institutional Planning & Analysis

  • Update InfoRM, the campus database for statistics concerning instruction
  • Respond to surveys and ad hoc requests for campus data
  • Develop analyses for campus management purposes
  • Campus Facts

Helen Paik – General Campus Budgets and Instructional Resource Management

  • Analyze campus enrollment, instruction, employment, and facilities utilization activities and initiatives
  • Compile and manage student and faculty data
  • Lead development of quantitative enrollment and instructional activity reporting in accordance with statutory and university policies
  • Respond to surveys and other queries from federal, state, and local government
  • Produce enrollment and workload models and projections
  • Provide information and analytical support for academic planning

Teresa Strausser – Institutional Data Collection and Editing

  • Data editing administration for Data Editing System for Instructional Information (DESII)
  • Provide campus staff training in the operation of DESII

Lindy Watts – General Campus Budgets and Instructional Resource Management

  • College of Agricultural and Environmental Sciences
  • College of Engineering
  • Supplemental instructional resources (Lecturers, TAs)
  • Management of centrally held resources (upgrading, merits and related salary adjustments for academic personnel)
  • Support for academic position management processes
  • Faculty start-up allocations

Administrative Budget and Budget Operations

Diane Davies-Conley – Director

  • Manage section - coordinate staff workload and analytical issues
  • Long-term resource planning (administrative units, campus centrally held funds, and student services units)
  • Budget systems development and management/financial systems (DaFIS) liaison
  • Campus Investment Fund
  • Capital project financing
  • Debt management and all funds budget
  • UCOP and campus budget allocations administration
  • Fiscal closing
  • Develop decision tools for campus leadership
  • Orientation and development of budget operations staff

Jeff Lefkoff – Administrative Unit Budgets and Special Projects

  • Office of Administration
    • Facilities - Operations & Maintenance
    • Purchased Utilities
    • Deferred Maintenance
    • Safety Services
    • Fire and Police Departments
  • Capital Budgeting

Christine McUmber – Auxiliary and Administrative Budgets, and Student Fees

  • Auxiliary Enterprises (Student Auxiliary Enterprises, Transportation and Parking Services)
  • Student Affairs
  • Student Financial Aid
  • Student Fees (non-professional)
  • University Extension (UNEX)
  • University Outreach and International Programs

Julie Saylor – Administrative Unit Budgets and Special Projects

  • Information and Educational Technology
  • University Relations
  • Staff support to Campus Council for Information Technology
  • Special programs and cross-cutting issues

Kathleen Weber – Administrative Unit Budgets and Campus Reporting

  • Office of Administration:
    • Human Resources and Risk Management
    • Accounting and Fiscal Services
    • Architects & Engineers
    • Campus Events and Information Office (CEIO) & Events Management
  • Libraries
  • Regent's Tables coordination and preparation

Karen Weigt – Administrative Unit Budgets and Resource Management

  • Offices of the Chancellor and Provost
  • Campus investment funds administration and management
  • Campus and UCOP budget allocations
  • Fiscal closing

Nancy Wilson – Administrative Unit Budgets and Resource Management

  • Office of ResearchCampus training programsManagement and budgeting of centrally held resources (staff salary funds and related accounts for staff personnel, benefits)
  • Special projects and cross-cutting issues

Technical Infrastructure Group

Mike Moore – Manager
Eileen Beltran
Duke McAdow

  • Desktop computer support
  • LAN services planning, administration and maintenance
  • Technical infrastructure planning
  • Production coordination
  • Server administration and maintenance
  • Web site design and maintenance

Information Systems and Data Management

Eric Rothgarn – Manager
Kamal Lemseffer

  • Project planning and management
  • Data modeling, integration, and administration
  • Systems integration
  • Applications development and maintenance
  • Development and maintenance of data exchange interfaces to campus and corporate data warehouses and transaction processing systems

Sectionwide Administrative Support

Donna Udahl – Supervisor

  • Sectionwide administrative support
  • Interlocation Transfer of Funds (ITF or ILT) processing
  • Coordination of rate review materials