Planning & Budgeting

FY20 Annual Review Materials

On November 16, 2018, Provost Richards sent his FY20 Annual Review letter to all UW units and campuses to kick off a nine-month dialogue with faculty, staff, and students about institutional needs, resource constraints, and priorities.  The letter outlines the Provost’s key questions for the FY20 Annual Review, the challenges facing the University, relevant deadlines, and a variety of resources.  Please note that annual reviews are meant to be a holistic look at unit finances and operations, which will help inform the development of the University’s FY20 operating budget.
Following the letter, OPB sent customized templates to each unit to complete. Units are asked to submit responses and completed fiscal vitality templates to OPB via an online survey (see resources section, below, for link) by Friday, February 1, 2019.  Please send questions to Jason Campbell.

Submission Requirements

What to Submit

When To Submit

How to Submit

Completed Fiscal Vitality Reports

Friday, February 1, 2019

Upload to the Annual Review Narrative & Template Submission online tool (see resources section, below, for link)

Tuition-Based Program Rate Recommendations

Friday, February 1, 2019

Upload to the Annual Review Narrative & Template Submission online tool (see resources section, below, for link)

Annual Review Narrative Question

Friday, February 1, 2019

Complete online Annual Review Narrative & Template Submission (see resources section, below, for link)

FY20 Annual Review Resources & Templates

Link to the FY2020 Annual Review Narrative & Template Submission Online Tool:  This online tool serves as the submission portal for completed Excel based Fiscal Vitality Reports, completed Excel based Tuition-Based Program Rate Recommendations as well as serving as a tool for responding to the FY2020 Annual Review narrative questions.
  • To initiate the tool for your unit, please use this link
  •  An “edit” link will be sent to the email address provided after the first screen is complete. This link may be used to return to an incomplete response at a later time.
Tuition-Based Program Rate Recommendation Template:  This Excel template is utilized to enter tuition rate recommendations, by tuition category. Template must be uploaded to the Annual Review Narrative & Template Submission online tool.
FY2020 Annual Review Narrative Planning Template (Word template):  This Word document includes all questions that are asked in the FY2020 Annual Review Narrative Online Survey & Submission Tool. Please feel free to use this document to assist with the collection of relevant information from across your unit, then copy/paste or select the appropriate response within the online survey tool.
Central Budget Policies & Assumptions (Updated 12.11.18): This document provides central budget policies and assumptions, which can be used when completing the fiscal reports for the FY20 Annual Review process. Please note that these central assumptions are generic and, in many cases, imperfect. Please feel free to use modified assumptions in your fiscal projections to more accurately represent what you expect for your unit. Please clearly identify and briefly explain any assumptions used in your calculations that are different from these central budget assumptions within the online Annual Review Narrative.
FY2020 Process Guide & Fiscal Vitality Technical Reference Resource (Updated 01.10.19): This document provides an in-depth user guide covering the following aspects of the FY2020 Annual Review Process:
  • A tab-by-tab “how to complete” summary for the Excel-based Fiscal Vitality workbooks;
  • General submission information;
  • Row-by-row general and unit-specific parameters used to compile fiscal data that was provided to units;
  • A report containing current (FY19) summary of  budget types, classes, super classes, families, and communities; and
  • Frequently Asked Questions Updated 12.11.18
OPB’s Tableau-Based FY2020 Fiscal Vitality Planning Dashboard: Contains a number of views and slices of the data utilized to populate the FY2020 Fiscal Vitality Templates. At this time, only Dean/VP Office Administrators have access to this resource. Views contained within these dashboards include:
  • Documents and Resources/How to Use The Tool
  • All Funds Rollup w/filtering
  • Activity by Department and Sub-College w/filtering
  • Expenditures by Account Code w/filtering
  • Revenue & Budget Authority by Budget Number w/filtering
  • Export to Excel Crosstab functionality
  • A variety of “waterfall chart” views
Carryover Usage Plan Examples:  Below are fictional examples for illustrative purposes:
Additional Resources and Forums:  Every year presents new conditions and opportunities that influence requests for information. As such, there are several new items present in this budget package that may require additional assistance. We wish to provide resources to support all units in completing this work in the timeframe allotted. Thus, the following resources are also available to you:
1.   OPB will hold two open Q&A sessions to discuss and answer questions about the annual review process and templates (note that no formal presentation was delivered). These sessions are open to anyone, and will be held on the following dates and locations:
•  Wednesday, December 5, from 1:00pm to 2:00pm in Gerberding Hall, Room 142
•  Tuesday, December 11, from 9:00am to 10:00am in the UW Tower Board Room on the 22nd floor
2.   OPB will schedule optional small group “roundtables” with Administrators during the months of December and January to assist with the completion of the FY2020 Annual Review documents.
3.   Sarah Norris Hall, Jason Campbell, and Becka Johnson Poppe are available to address questions or concerns outside of these sessions.
4.   In addition, historical responses to similar questions from previous years are available by fiscal year and by unit on OPB’s Annual Budgets website.