Presentationto Joint LegislativeIT Committee April 13, 2006 - PowerPoint PPT Presentation

Presentationto Joint LegislativeIT Committee April 13, 2006

TheUniversity ofNorth Carolina TheUniversity ofNorth Carolina TheUniversity ofNorth Carolina Organizational Structure NC General Assembly UNC Board of Governors Affiliated Organizations Affiliated Organizations • NCCIU • UNC TV • NCCN • CSLD • NCSAA • NC Arboretum UNC President • NCSEAA • UNC Press • NCTA • NCSSM Campus Boards of Trustees/Chancellors ASU ECU ECSU FSU NCA&T NCCU NCSA NCSU UNCA UNC-CH UNCC UNCG UNCP UNCW WCU WSSU

ITBudget - Drivers  Infrastructure expansions driven by 2000 Bond Program  Roll-out of wired and wireless connectivity  Implementation of ERP on campuses (Banner Collaboration)  Transition from centralized to distributed high performance computing environment  Federal and State Regulatory Compliance

Budget – UNCBudget Process 1. UNC President receives general instructions from Governor via State Budget Office. 2. Budget workshops/reviews are conducted separately with three groups:  President’s Cabinet (General Administration Council)  Chancellors  Board of Governors 3. Key issue –linking budget request to planning priorities and strategic directions. 4. In conjunction with the decisions reached at the budget workshops, instructions are provided to the campuses for preparation of institutional budget requests.  Continuation budgets  Academic salary increases  Expansions and improvements

Budget - UNCInstitutions Prioritizeand SubmitBudget Requeststo UNC-GA 4. Chancellor is responsible for the preparation of budget requests for the institution and the assignment of any institutional priorities that may be applicable. The process of campus involvement is determined by the Chancellor, who appoints delegates to work with members of the UNC Office of the President on each strategic priority. 5. Institutional budgets are reviewed:  Continuation Budget –reviewed by Vice President-Finance for general consistency and conformance.  Academic Salary Increases –campus data reviewed by Senior Vice President for Academic Affairs and the Vice President- Finance in a similar manner to continuation budgets.  Expansions and Improvements –reviewed by internal review committee, headed by Senior Vice President-Academic Affairs, composed of President’s cabinet. IT Requests are reviewed by Vice President of Information Resources.

UNCBOG PreparesSingle Unified Budget& AllocatesFunds 6. President confers throughout the process with the Chancellors. Afterward, Vice President-Finance prepares recommendations for Board  and its Budget and Finance Committee. 7. After a final budget workshop for the full Board, the Budget and Finance Committee recommends the adoption to Board. 8. Board takes final action, then submits to Governor and the General Assembly.  Statutes prescribe the manner of appropriations by General Assembly once State Budget is approved: Continuing Operations –direct to constituent institution  Academic Salary Increases –lump sum to Board, for allocations to institutions  Expansion/Improvements –lump sum to Board –allocated to institutions according  to Board’s Schedule of Priorities and any directives from Legislature

UNCIT HistoricalExpenditures AllFunding Sources UNC IT Expenditures 400 350 300 Amount 250 200 All Sources 150 100 General Fund 50 0 2003 2004 2005 Year

UNCIT Expenditures– KeyElements IT expenditures represent about 6% of the total UNC budget,  inclusive of all University functions:  Instruction  Research  Administration  Public Service IT expenditures have different funding sources:   State appropriations – 56%  Non-State appropriations – 44%  Receipts & Instructional Fees  Federal Appropriations  Grants & Contracts UNC IT rate of spending over last three years is almost identical to  that of NC State Government’s – 13.7% vs. 13.6% increase

UNCIT Procurement – TheProcess  Consistent with Statutes  MOU Between UNC and P&C 11/04  MOU Between UNC and ITS 05/00  Individual Campuses Initiate & Manage:  Requirements  Purchases  Leases  UNC-GA Initiates & Manages:  System Wide Contracts  Strategic Relationship Agreements

UNCIT Procurement – RecentStudy  Recent OSBM Study of IT Procurement - 02/06  Hardware Multi-campus agreements with vendors and based on significant  education discounts Standard equipment purchases vary based on administrative or  academic use  Software Coordinated system level agreements (via UNC GA)  Estimated savings of over $150 million since 2000  Education discounts of up to 87%   Services Maintenance agreements – terms and pricing negotiated for multi-  year with the option of renewing annually.  Prevents budget commitment beyond first year of agreement http://www.osbm.state.nc.us/files/pdf_files/2-16-2006FinalITProcurementReport.pdf 

ITProject Management – TheProcess Single Campus Projects  Develop Project Plan & Budget  Milestones  Contingencies  Establish Project Management Organization  Utilize contracted PM resources when needed  Functional Project Lead  Technical Project Lead  Establish Project Steering Committee  Utilize Advisory Committees (as appropriate)  Multi-campus or System-wide Projects  Utilize Vendor or IT Consultants for Project Management and/or  Professional Services UNC Shared Services Alliance (UNC-GA serves as PMO)  Teaching & Learning with Technology Collaborative (UNC-GA serves as  PMO) UNC-GA Steering Committee (oversight where applicable)  UNC-GA Administrative Council (approvals where applicable) 

Project Management/Change Management System wide and multi-campus Projects Campus Networking Infrastructures 1999-2001  IT Security Assessment* 2004-2005  Projects completed or on schedule within project time and cost estimates. * Ongoing Campus remediation is planned and managed by the individual institution due to varying needs and funds. Web Enabling Student Services (11 campuses) 2000-2002  Banner ERP Systems (14 campuses) 2003-2007  Projects completed or on schedule within project time and costs estimates. Campuses develop their own implementation schedules and budgets and have adjusted go-live dates based on campus readiness. Banner activities are scheduled for a 2007 completion. WebCT Course Management Systems (6 campuses) 2004-2008  WebCT project started as an individual campus project (NCSU) and has evolved into a multi-campus collaboration between UNCC and UNCA, UNCW, WCU and possibly ASU. Project is currently on schedule and within budget. Unified Financial Data Model 2003-2005  Project delayed one year due to changes in requirements and technical architecture. Revamped project was delivered within budget.

EmergingIT CollaborativeInitiatives IT Collaborations with NCCCS and K-12  Internet2 Access  Learning Object Repositories  http://www.wisc-online.com/ 2+2 Online Programs in Teacher Education  Disaster Recovery and Data Center Consolidation  Collaborative Communications  https://www.elluminate.com/pmtg.jnlp?psid=d20240295 71.240635 Identity Management 

For additional information please contact: Robyn Render rrr@northcarolina.edu Vice President for Information Resources University of North Carolina 910 Raleigh Rd. Chapel Hill, North Carolina 27514 Phone: 919-962-4908 http://www.northcarolina.edu/