Finance & Administrative Affairs Update Faculty Senate April - - PowerPoint PPT Presentation

Finance & Administrative Affairs Update

Faculty Senate – April 14, 2016 Robin Van Harpen, Vice Chancellor

FAA – Who are We?

• University Information

Technology Services (UITS)

(CIO Bob Beck)

• Business & Financial

Services (BFS)

(AVC Jerry Tarrer)

– Controller’s Office – Bursar’s Office – Purchasing

• Human Resources

(AVC Tim Danielson)

• Facilities Planning

Management

(AVC Geoff Hurtado)

– Campus Planning & Mgt – Facilities – Transportation Services – University Safety & Assurances – Office of Sustainability

• University Police

(Chief Joe LeMire)

• Legal Affairs

(Chief Legal Counsel Joely Urdan)

FAA Operational Plan 2015-17

• FAA’s Mission:

Deliver essential business services and infrastructure that provide a foundation for UWM’s student success, research excellence, community engagement, climate and culture, and visibility and image.

FAA Operational Plan 2015-17

• FAA’s Four Main Goals for 15-17:

(1) Influence UWM’s Culture and Climate for the Well- Being of UWM’s Employees (2) Drive More Efficient & Effective Delivery of FAA’s Core Services (3) Lead UWM to Financial Sustainability and Integrity (4) Partner Strategically to Effect Decision-Making and Transformation

FAA Operational Plan 2015-17

(1) Influence UWM’s Culture and Climate for the Well-Being of UWM’s Employees – Highlights – Safety Training (Chemical Hygiene, Lab Safety, Radiation Safety, and Biosafety) for 556 researchers in 2015 (up from 495 in 2014) – Compensation market analysis methodology for all faculty positions, in partnership with Faculty Economic Benefits Committee – Police/DOS-developed Safety Training for all faculty and instructional staff for Fall 2016 – New “Coffee with a Cop” program

FAA Operational Plan 2015-17

(2) Drive More Efficient & Effective Delivery of FAA’s Core Services – Technology and Automation – UITS infrastructure improvements

• Installation of new WiFi in 26 new buildings on campus since
• Jan. 1, 2015
• New Tier 1 data storage facility accommodates non-UITS

data systems within a scalable, security, enterprise-class environment

– New electronic Facilities Management System (TMA) to track key indicators of productivity, enabling Lean Process Improvements

• E.g. Predetermined cleaning path to improve standards

(APPA Level 2) and reduce custodians needed by 12 FTE

FAA Operational Plan 2015-17

(2) Drive More Efficient & Effective Delivery of FAA’s Core Services – Technology and Automation – New space management software (INSITE) – Technology improvements in Transportation Services per study completed in 2015:

• Paperless permits in all outdoor lots
• Pay by phone technology
• Online self-service

– New lab inspection software (LAB ClIQ) to improve lab safety inspection process – Project to procure and implement new E-workflow tool that can be used for administrative and academic workflows on campus – New electronic onboarding portal for all FAA employees

FAA Operational Plan 2015-17

(2) Drive More Efficient & Effective Delivery of FAA’s Core Services – Restructuring – New Police Officer shifts with overlap during busiest periods, allowing reduction in Police Officers from 43 to 37 – Reducing leadership before line-positions

• Not filling two newly-opened Director positions in Facilities

Planning Management (Facilities Director, Director of University Safety & Assurances)

• Not filling two newly-opened Director positions in UITS (UITS

Chief Operating Officer, UITS Director of Network Ops) and another UITS Cabinet-level positions

FAA Operational Plan 2015-17

(2) Drive More Efficient & Effective Delivery of FAA’s Core Services – Shared Services – Integrated Shared Services (ISS) Project charged with reorganizing HR, IT, Procurement, and Finance services across campus

• Currently assessing “As Is” state from perspective of

service providers and users

– Focus groups; surveys underway

• Accelerating schedule per CCOET recommendations

– Engaging consultant to help campus teams assess “as is” state, prepare recommendation for future state and implementation plan

• More information at:

http://uwm.edu/issp-integrated-support-services/

FAA Operational Plan 2015-17

(2) Drive More Efficient & Effective Delivery of FAA’s Core Services – Miscellaneous Other Highlights – Increased matters advised on by Legal Affairs from 757 in 2009 to 1294 in 2015 – Inter-campus subcontracting

• Selling services to UW-Parkside

– Campus Planning – Procurement – Exploring others

• Procuring services from other campuses

– Leadership training – Data storage

FAA Operational Plan 2015-17

(2) Drive More Efficient & Effective Delivery of FAA’s Core Services – Recent Highlights Upcoming: FAA Showcase for Efficiency and Effectiveness

• Wednesday April 27, 9-11

a.m. in the Union Ballroom

FAA Operational Plan 2015-17

(3) Lead UWM to Financial Sustainability and Integrity – Recent Highlights – Lead Budget Model Working Group to develop new budget model – Increased Auxiliary contribution of indirect charges to campus overhead – Partnered with Academic Affairs to create standardized financial reports for each unit – Created 6-year financial forecasting tool in partnership with schools/colleges UBRs

FAA Operational Plan 2015-17

(4) Partner Strategically to Effect Decision-Making and Transformation – Recent Highlights – Southwest Quad Redevelopment Plan completed – Helped bring to fruition the Lubar Entrepreneurship Center gift and project plans – Budget and operational deficit planning and information dissemination – Developing 17-19 Capital Plan right now

• To be finalized at August Board of Regents meeting

– Achieved 2016 Green Ribbon Nomination (designation as top institution of higher education in Wisconsin for campus sustainability efforts) – UWM the System-Wide “Business Intelligence” Project (UWBI), a cross-campus effort

Finance & Administrative Affairs Update

Thank you / Questions?