Dept. Business

The Business of the Department

• Budgets and Budgeting
Departmental budgets consist of several broad categories.

Other Than Personnel (OTP). The OTP budget contains the department’s general operating budget and in other organizations might be called the maintenance and operations (M&O) budget. This budget’s lines are generally flexible (money can be moved between lines) and include the following.

1000 Personnel
2000 Supplies
3000 Current Services
4000 Fixed Charges
5000 Capital Outlay
6000 Aids and Grants
8000 Transfers and Reserves

More detail and references to other information is at http://fsv.uncg.edu/budgets/index.html

101 and 107. These codes designate regular (101) and distance learning (107) monies. They are intended as temporary designations until the distance learning and regular instruction budgets are merged.
Personnel. These budget lines are inside the 1000 object code lines.
Go to http://fsv.uncg.edu/forms.html for actions related to personnel. The State Operating Budget is the largest component of the University’s operating fund. It is established by the State Legislature and is predominantly funded from revenues collected from the State’s taxpayers and student tuition payments. The state-operating budget consists of two components, a continuation budget and an expansion budget. An overview related to the operating budget, including general timelines for submitting budget requests, is provided at:
http://fsv.uncg.edu/budgets/bud_overview_state.html

Other key links and important contacts include:
http://fsv.uncg.edu/forms.html - access to key forms
http://fsv.uncg.edu/budgets/bud_pandp.html - accounting/budget procedures
http://www.uncg.edu/baf - business affairs procedures

An Introduction to the University Budget Process
• Overhead Receipts and the Budget Process
• The Unrestricted Gifts and Investment Income Fund
• Consultants, Honoraria, and Contracted Services Briefing Paper
• Identified Spending Priorities - Budget Committee Survey Results
• The University Budget Process - An Introductory Primer
• Appendix - Funding Model Matrix

• Strategic Planning

Strategic Planning for UNCG is done primarily through the University Planning Council, headed by the Vice Chancellor for Information Technology and Planning. UNCG is now operating under the second five year UNCG Plan (2003-2008) developed through the campus-wide process established by the UPC and approved by the Chancellor and the Board of Trustees in August, 2003. Departments contribute to the UNCG Plan by 1) reviewing, discussing, and commenting on the draft plans as they are developed, 2) by developing specific goals, objectives, emphases, and metrics for the department under the umbrella of the UNCG Plan, and 3) by contributing to the development of plans for their unit.

http://www.uncg.edu/cha/UPC.html
http://www.uncg.edu/cha/uncg_plan/
http://www.uncg.edu/cha/uncg_plan/planning_outcomes/planningoutcomes2004-2005.pdf
http://its.uncg.edu/Division_Planning/currentplan.pdf

• Departmental Reviews

http://provost.uncg.edu/Underedu/sacs/

• Instructional Analysis Report
Instructional Analysis Report. The Instructional Analysis Report (IAR) is completed for UNC General Administration each fall and spring; it provides information on faculty workloads and student credit hour production. Key contacts include Sara Carrigan, Office of Institutional Research (sarah_carrigan@uncg.edu; http://ire.uncg.edu)
http://ire.uncg.edu
http://ire.uncg.edu/pages/about_us/about_us.htm

• Annual Report
By April 1 of each year, each faculty member completes an Annual Report, providing summaries of activities in the categories of teaching, research or creative activity, service, and in some cases, directed professional activity. The reports typically follow the format of the currently approved University Annual Report Form, and are used as a basis for merit or other review (i.e., Promotion, Tenure, Post-tenure review). Departments compile faculty annual reports and other UNCG Plan-related activities into a departmental annual report. The Departmental Annual Report is then submitted to the unit Dean for compilation into the unit report. The intent of the University (for which it received a commendation from the visiting team of the Southern Association of Colleges and Schools in 2003) is to have the processes of planning (UNCG Plan) and reporting (Annual Reports) integrated into a standardized and broadly inclusive information management system.

http://provost.uncg.edu/publications/general/annualreports.asp

• Other Reports