FY21 Annual Review Materials
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 submission portal (see resources section, below, for link) by Monday, February 3, 2020. Please send questions to Jason Campbell.
Submission Requirements
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What to Submit |
When To Submit |
How to Submit |
|
Completed Fiscal Vitality Reports |
Monday, February 3, 2020 |
Upload to the Annual Review Submission Portal* (see resources section, below, for link) |
|
Tuition-Based Program Rate Recommendations |
Monday, February 3, 2020 |
Upload to the Annual Review Submission Portal* (see resources section, below, for link) |
|
Annual Review Narrative Response |
Monday, February 3, 2020 |
Upload to the Annual Review Submission Portal* (see resources section, below, for link) |
FY2021 Annual Review Resources & Templates
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To initiate the tool for your unit, please use this link
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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. You may share this link with other members of your team, however, all users with the link will have full access to edit and submit your unit’s response.
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2) 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 Submission Portal.
3) FY2021 Annual Review Narrative Response Template (Word template): This Word document is to be populated by units and uploaded to the Annual Review Submission Portal. Please note that several additional questions, largely quantitative, are asked within the Annual Review Submission Portal. A full list of all questions asked within the word template and the online submission portal is available for reference as you prepare your unit responses.
4) Blank Fiscal Vitality Template (Excel template): A blank Excel template is available for units to use as needed during the planning process. Please note, all submissions must be made within the original, locked, template distributed to your Chancellor/Dean/VP and Administrator. For data quality and control purposes, submissions on unlocked templates will be rejected.
5) Central Budget Policies & Assumptions: This document provides central budget policies and assumptions, which can be used when completing the fiscal reports for the FY2021 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.
6) FY2021 Process Guide & Fiscal Vitality Technical Reference Resource: This document provides an in-depth user guide covering the following aspects of the FY2021 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 (FY20) summary of budget types, classes, super classes, families, and communities; and
- Frequently Asked Questions
7) OPB’s Tableau-Based FY2021 Fiscal Vitality Planning Dashboard: Contains a number of views and slices of the data utilized to populate the FY2021 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
8) Carryover Commitment Plan Guide & Examples: A walk-through guide intended to orient users to the updated format and types of information to include within a submission.
9) FY21 Annual Review Process Overview Presentation: Annual budget development process overview presentation delivered to several campus stakeholder groups during the Fall.
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:
- Tuesday, December 10, from 9:00am to 10:30am in the UW Tower Board Room on the 22nd floor
- Friday, December 13, from 9:00am to 10:30am in Gerberding Hall, Room 142
2) Sarah Norris Hall, Jason Campbell, and Jed Bradley are available to address questions or concerns outside of these sessions.
3) In addition, historical responses to similar questions from previous years are available by fiscal year and by unit on OPB’s Annual Budgets page.