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Budget Partner Group

Charge

To facilitate productive communications between the planning units and the Office of Budget Planning and Analysis to enhance the tools, training, and resources that make the annual budgeting process efficient and meaningful.

FY18 Accomplishments

  • Successfully transitioned the mid-year budget materials under the new COA.
  • BPA developed new OBI Catalog Reports and provided training for BPG members to assist with the COA conversion
  • Met monthly with representatives from each planning unit to communicate status of the FY19 budget development and share best practices
  • Enhanced the budget materials which included Quick Reference Guides (QRG) and training on the following topics:
    • PACE/FWS
    • Endowment/Gifts/Grants Budget Only Sources
    • Budgeting Under the New COA
  • Expanded the Budget Book Materials to include:
    • Multi-Year Operating Results for all planning units
    • Provided multi-year graduate enrollment projections

FY18 Outcomes

  • Improved the timeliness and accuracy of the University's Original Budget Load, as compared to prior years
  • Improved timeliness and scope of planning unit Budget Book submissions, including:
    • Published narratives
    • Reviewing and validating dashboard information
    • Expanding the scope of the enrollment assumptions published in the FY19 Budget Book

FY19 Goals

  • Enhance existing tools and develop new tools that facilitate efficient budgeting
  • Train members on how to effectively budget and estimate revenues and expenses
  • Facilitate dialogue among members to encourage the sharing of ideas and techniques used across the University for effective budgeting
  • Communicate best practices in budgeting to other planning units
  • Better communicate the status of the University's strategic priorities and budget process

Representation

The Budget Partner Group will be co-chaired by the Director of Budget Planning and Analysis and a member of the RC Strategy Group, as selected by the RC Strategy Chair. The RC Strategy Group Co-chair will serve a two-year term.

Co-chairs
Representative Appointed From Planning Unit
Tia Barrett RC Strategy College of Health Sciences and Professions
Katie Hensel Budget Planning and Analysis Division of Finance and Administration

E-mail the Co-chairs

All campus Planning Units will have one member on the committee. Committee members were selected by the RC Strategy Chair and the Director of Budget Planning and Analysis.

Membership List
Planning Unit or Department Representative
College of Arts and Sciences Diane Lucas
College of Fine Arts Kari Saunier
College of Health Sciences and Professions Beth Tragert
Division of Finance and Administration Mindy Colburn
Division of Finance and Administration Tina Payne
Graduate College Lisa Poston
Heritage College of Osteopathic Medicine Kelly Coates
Honors Tutorial College Kathy White
Intercollegiate Athletics Tim Knavel
Office of the President Sheila Schultz
Office of the Provost Sheila Schultz
The Patton College of Education Jennifer Martin
Regional Campuses Rosanna Howard
Division of Research Keith Leffler
Russ College of Engineering and Technology Janice Bailey-Magill
Scripps College of Communication Emily Chapman
Division of Student Affairs Madison Trace
University Advancement Bo Richardson
University College Wendy Merb-Brown
University Libraries Deborah Daniels
WOUB Chris Ede