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Category: OPB News and Announcements

Announcing a new organization: Finance, Planning & Budgeting

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Effective January 16, 2024, UW Finance and the Office of Planning & Budgeting have united as one team. Sarah Norris Hall will serve as Senior Vice President of Finance, Planning & Budgeting (FPB). This organizational chart reflects the new organization with leadership updates and high-level reporting structures.

FPB Org Chart March 2024
FPB Org Chart March 2024

Message from Sarah Hall: 

I am truly honored to have been asked by President Cauce and Provost Serio to lead our new Finance, Planning and Budgeting team. I am excited for us to pool our expertise, efforts and creativity as a new organization and build on our work in service to a great public university that is deeply committed to its student access, excellent teaching, public service, discovery, and health missions.  

I want to extend my gratitude and congratulations to Brian McCartan, who has not only been a thoughtful and strategic partner in our shared work, but also supportive and gracious as we prepare for this transition. I wish Brian all the best in his retirement.  

Together we now have the opportunity, and the mandate, to urgently address the challenges we continue to encounter with Workday Finance, and to provide a level of strategy, analysis and decision support to our President, Provost, and Board that we were previously unable to provide. The imperative to stabilize our implementation of this software is both an opportunity and a responsibility that we all take seriously. I know we have a lot of work to do and I’m confident we can make further progress together.  

By uniting our teams, we can create more efficient and mutually supportive relationships and leverage expertise which may have been duplicative or not fully utilized in the past.  This will allow us to focus on our shared work and provide excellent analysis, reporting, planning, controls, and support to the broader UW.  

Moving ahead, I look forward to aligning our shared goals, growing together, supporting each other through this initial transition, and creating an organizational alignment that serves the University and our community. There’s a lot at stake, and we will need everyone’s help. 

Between now and June 2024, we will undergo an assessment and consultation to further integrate our teams. We will do this in an organized way, taking into account how we might pool our resources and expertise to align further in support of each other, and our work on behalf of the UW. We will use a mix of qualitative and quantitative measures to land an integration plan by June 2024. I will work closely with those in leadership positions to co-create an integration plan that sets us up for success long-term. 

I look forward to listening, learning, and collaborating to evolve our Finance, Planning and Budgeting Team with a shared vision to serve and support the instructional, research, service, and patient health missions of the University. Thank you in advance for your patience, your hard work, your deep commitment, and your collegial partnership.   

Sincerely, and gratefully, 

Sarah 

UW finance, planning and budgeting merge to better serve faculty, staff and students

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From 1/12/24 UW News

President Ana Mari Cauce and Provost Tricia Serio announced an organizational and leadership restructuring in the areas of finance, planning and budgeting aimed at improving the effectiveness and efficiency of these areas’ service to the University community. The changes, which take effect Tuesday, Jan. 16, come after an external review determined a unified organization will better serve faculty and academic personnel, as well as staff and students.

The newly configured Office of Finance, Planning and Budgeting combines UW Finance with the UW Office of Planning and Budgeting. The UW’s payroll department will also move out of Information Technology and into Finance, Planning and Budgeting.

Photo collage of Jessica Bertram, Sarah Norris Hall and Jason Campbell
Photo collage of Jessica Bertram, Sarah Norris Hall and Jason Campbell

This new organization will be led by Sarah Norris Hall, who was named senior vice president and chief financial officer. Reporting to Hall will be Jason Campbell, the UW’s new vice president for Finance & Budget Strategy and deputy chief financial officer and Jessica Bertram, who will be vice president for University Business Services. Previously, finance and business services fell under Vice President Brian McCartan, who is retiring. Also reporting to Hall will be Erin Guthrie, associate vice provost for Institutional Analysis and University Data Officer, and Jed Bradley, executive director for Planning, Policy and State Operations; both functions were part of Planning & Budgeting.

Read the rest of the news release on UW News.

UW Fast Facts 2022 – Now Available!

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An updated version of UW Fast Facts is now available. You can find it on the UW Fast Facts page and in the Quick Links bar on the right. The page also includes links to an html-only version of Fast Facts, as well as tagged PDFs.

A special thank you to OPB’s Institutional Data & Analysis team, University Marketing & Communications, and to our partners around the UW for their work to gather, verify, and crosscheck data points and to finalize the document!

Legislative Session Update

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This week marks the halfway point of the 2021 “long” biennial legislative session. We are currently tracking 316 bills and looking ahead towards a busy remainder of session. Major policy topics this year have included diversity, equity, and inclusion; climate and sustainability; and health care. We have posted a full list of bills the University is tracking on this page, which is updated regularly.

Earlier this week marked the House of Origin cutoff, which means that bills needed to be voted out of the chamber that they originated in (either House or Senate). Bills that did not pass a chamber are now considered “dead” unless they are later deemed necessary to implement the budget (NTIB). Bills that are still “alive” will now need to pass through policy and fiscal committees in the opposite house, before receiving a final vote on the floor of the opposite chamber. Any legislation that passes both chambers is then remitted to the Governor for approval, veto, or partial veto.

On the budget side, we are preparing for the release of the March revenue forecast from the Economic and Revenue Forecast Council (ERFC), which is expected on or around March 17. Budget proposals from leadership in the House and Senate will follow later this month or in early April, and will use the March projections as the resource base for crafting their proposals. While we anticipate that the forecast will demonstrate continued growth, it is unlikely to completely eliminate the state revenue deficit resulting from the COVID-19 pandemic. We are monitoring the recent passage of additional temporary federal emergency relief for states and local governments, which is welcome news for the overall budget picture.

OPB will release a budget brief summarizing the House and Senate budget proposals when they are released. After that, leadership in the two chambers will convene to reach compromise budgets in advance of the end of the legislative session on April 25.

As always, we will be releasing summaries of the March Revenue Forecast on our blog. Budget briefs will be posted on our Briefs page.

UW Fast Facts 2021 – Now Available!

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A redesigned version of UW Fast Facts is now available. You can find it on the UW Fast Facts page and in the Quick Links bar on the right. This year, we have incorporated a number of new dashboards to provide a more complete picture of where we are as a University.

A special thank you to OPB’s Institutional Data & Analysis team, the University Marketing & Communications team, and to our partners around the UW for their work to gather, verify, and crosscheck data points and to finalize the document!

OPBlog: Introduction

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Hi! My name is Jessie Friedmann, and I joined OPB in January as the Policy & Communications Analyst.

I have my Bachelor’s degree in Policy, Planning & Development from USC, and my Master’s degree from the UW School of Social Work, with a concentration in Administration & Policy. I have worked in local, state, and federal policy on education, child welfare, and mental health in both Washingtons, as well as California.

Since joining the OPB team, I have enjoyed applying my experience to help analyze policy and create clear communications about the amazing and diverse work being done here at the UW.

Please don’t hesitate to send me an email if you have any questions or feedback. Thanks so much!

 

 

OPB Brief on Published Price vs. Net Price – 2019 update

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The 2019 update of the Published Price vs. Net Price brief is now available on our briefs page, and reflects the newest available data.  The brief includes sector-wide data on trends in published price and net price for public and private four-year colleges and institutions, a description of how declining state investment in higher education has spurred tuition increases, and a table comparing the UW’s net price for resident undergraduates receiving grant or scholarship aid to its U.S. News & World Report top 25 research university peers.

UW Fast Facts 2019 – Now Available!

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The 2019 edition of UW Fast Facts is now available. You can find it on the OPB website under the UW Data tab, and in the Quicklinks bar on the right. You can also access it directly at UW Fast Facts.

A special thank you to OPB’s Institutional Analysis team, the Marketing & Communications team, and to our partners around the UW for their work to gather, verify, and crosscheck data; format the document; and pull it all together!

OPBlog: Introduction

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Hello! My name is Barbara Reichart and I am the 2018-19 Legislative and Policy Analysis Intern for the Office of Planning & Budgeting (OPB). I am currently a graduate student at the Evans School of Public Policy & Governance seeking a Masters in Public Administration. Prior to joining the University of Washington community, I worked at a trade association focusing on higher education access and financing policy in Washington, DC.

I am excited to join the OPB team and look forward to updating the OPBlog throughout the year with posts related to higher education trends, federal and state legislative issues, and UW-specific policy initiatives.

Please feel free to send any feedback or suggestions for future posts! You can reach me at reichart@uw.edu.

UW’s Adopted FY19 Operating Budget and Tuition Rates

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On June 7, the Board of Regents adopted the UW’s Fiscal Year 2019 (FY19) Operating Budget. The budget includes final 2018-19 tuition rates and expected revenue and proposed expenditures by budget area. Annual and quarterly tuition and fee schedules have been posted. Supplementary documents can be found on OPB’s Annual Budgets page.

In conjunction with the FY19 Operating Budget, OPB has updated the estimated 2018-19 cost of attendance for 1st year UW undergraduates with estimated student expenses across UW’s three campuses for:  tuition, mandatory student fees, room & board, books, personal expenses, and transportation. A PDF version is also available. Please note that students often pay far less than the amounts shown after accounting for grant and scholarship aid. Please visit the Office of Student Financial Aid website for more information regarding student budgets and net price.