| Master Data – Common
data shared across multiple subject areas and systems |
| Business Domain |
Description / Business Processes |
Data Custodians (working draft) |
Data Trustees (working draft) |
| Person / Entity / Identity Mgmt |
Identity Management (students, faculty, staff, postdocs, alumni, etc.) |
Technology Manager, UW Technology
Associate VP, Advancement Services, Development & Alumni Relations |
VP Info Mgmt / CIO
Vice President for Development & Alumni Relations |
Group Mgmt / Targeted Communications |
Group management, Common entities/groups (affiliates, vendors, contractors, associations, classes, clubs, etc.) |
Technology Manager, UW Technology
Associate VP, Advancement Services, Development & Alumni Relations |
VP Info Mgmt / CIO
Vice President for Development & Alumni Relations |
Targeted Communications |
Emails, surveys, postcards, etc. that target university employees or students. |
Assistant Vice President, HR Administration and Information Systems
Assistant Vice Provost, Office of Academic Personnel
University Registrar
Associate VP, Advancement Services, Development & Alumni Relations |
VP Human Resources
VP Academic Personnel
VP Student Life
Vice President for Development & Alumni Relations |
Calendar |
Common time dimensions, academic, fiscal year, biennium, accounting month, calendar month, etc. |
Director, Office of Institutional Studies;
Associate Registrar, Office of the Registrar
|
VP Planning & Budgeting
VP Student Life |
Organizations |
Common organization codes identifying schools, colleges, departments, campuses, programs, labs, centers, institutes, Educational Outreach, etc.
(Note: CIP codes are disciplinary org structures) |
Director, Academic Personnel Information Services
Director, Office of Institutional Studies
Assoc. Director of Academic Data Management
Associate Vice Provost for Research
Associate Controller, Financial Management
|
VP Academic Personnel
VP Planning & Budgeting
University Registrar
VP Research
UW Controller |
Budgets |
Common financial budget codes and associated business rules regarding budgets |
Interim Director, Budget Operations, Budget Office, Office of Planning and Budgeting
Director, Student Fiscal Services
Executive Director, Grant and Contract Accounting
Associate VP, Advancement Services, Development & Alumni Relations |
VP Planning & Budgeting
AVP Controller
AVP Controller
Vice President for Development & Alumni Relations |
Accounts |
Common codes for general ledger, funds, expenditures, revenue and budget transactions, etc. |
Interim Director, Budget Operations, Budget Office, Office of Planning and Budgeting
Associate Controller, Financial Management
|
VP Planning & Budgeting
AVP Controller |
Payroll Unit Codes |
Identifies what department(s) that budget codes belong |
Associate Controller, Payroll, Travel, and Records Mgmt |
AVP Controller |
Institutional Rates |
Benefit Load Rates, Facility and Administration Rates |
Associate Controller, Financial Management
Executive Director, Management Accounting & Analysis
|
AVP Controller
Associate Vice President, Financial Management |
Buildings & Rooms |
Common codes identifying space, buildings and rooms |
Director, Capital & Space Planning Office |
VP Planning & Budgeting |
Planning Goals |
Common business strategy, organizational strategy, operating goals, for the institution and for individual organizational units |
TBD |
TBD |
Institutional Values and Objectives |
Workplace environment, values, diversity initiatives, etc. |
TBD |
TBD |
|
Academics– Administrative data
related to student academics (undergraduate and graduate) |
| Business Domain |
Description / Business Processes |
Data Custodians (working draft) |
Data Trustees (working draft) |
Curriculum & Courses |
Courses offered and major pathways taken. |
University Registrar |
VP Student Life |
Applications, Admissions, & Enrollment |
Prospects, applications, admissions accepted, and registered enrollments |
University Registrar |
VP Student Life |
Financial Aid (Note: possibly add student employment, awards, etc.) |
Financial aid offered and received |
Director, Student Financial Aid |
VP Student Life |
Recruiting, Advising, and Retaining |
Degree progress, retention rates, recruiting & advising programs |
University Registrar |
VP Student Life |
Student Demographics |
Age, gender, ethnicity, under represented, resident, non-resident, visiting, foreign study, research / teaching assistants, interests, clubs, memberships, communities, service organizations, etc. |
University Registrar |
VP Student Life |
Transcripts, Degrees & Awards |
Credits, grades, grade points, certificates, degrees awarded, petitions and resolutions, alumni, honors, special recognitions, etc. |
University Registrar |
VP Student Life |
Student Accounts |
Tuition/Fees billed and collected, tuition rates, charge codes, etc. |
Director, Student Fiscal Services |
AVP Student Fiscal Services |
Student Satisfaction |
Instructor evaluations, graduate surveys, etc. |
Director, Office of Educational Assessment
Director, Graduate School, Computing and Information Resources
|
VP Student Life |
Student Life |
Housing & community, school & life balance, health & wellness, aspiration & community building |
University Registrar
Assistant Vice Provost for Campus Life
|
VP Student Life |
|
Research – Administrative
data related to research activities |
| Business Domain |
Description / Business Processes |
Data Custodians (working draft) |
Data Trustees (working draft) |
Funded / Sponsored Research |
Grants, contracts, awards, cooperative agreements, equipment & resource sharing agreements, etc. |
Associate Vice Provost for Research Compliance & Operations
Associate Vice President, Financial Management
|
VP Research
Senior Vice President, Finance and Facilities |
Departmental Research |
Material transfers, Dean / Unit support, internal funding |
Associate Vice Provost for Research Compliance & Operations |
VP Research |
Compliance |
Research / faculty effort certification, regulatory requirements, ethical conduct, sponsor imposed requirements, etc. |
Associate Vice Provost for Research Compliance & Operations
Associate Vice President, Financial Management
Director, Academic Human Resources
|
VP Research
Senior Vice President, Finance and Facilities
VP Academic Personnel |
Impacts / Benefits / Partnerships |
Outcomes and value generated from research activities including, intellectual property, patents, technology transfer / licensing, global partnerships, interdisciplinary partnerships, inter-institutional partnerships, community service, clinical studies, publications, citation frequency, recognitions and honors, consortiums, recognized centers and institutes, etc. |
Director of Finance and Business Operations, UW TechTransfer
Associate Vice Provost for Research Compliance & Operations
Associate Vice Provost for Research
|
VP UW Technology Transfer
VP Research
VP Research |
Research Expertise / Staffing |
Areas of established and developing knowledge, funding qualifications, donor marketing, program assignment and collaboration, retention and recruiting. External Affairs |
Associate VP, Advancement Services, Development & Alumni Relations |
Vice President for Development & Alumni Relations |
Equipment & Instrumentation |
Inventory management, title / ownership, facility sharing, transfers, repurposed fabrication, useful life expectancy, etc. |
Executive Director, Grant and Contract Accounting
Director, HS Academic Services & Facilities
Manager of Program Operations, Financial Accounting/Equipment Inventory
|
Associate Vice President, Financial Management
AVP Controller
AVP Controller |
Space & Facilities |
Research and laboratory space availability, types, (furnished, not furnished) occupancy rates, redundant (shared) facilities, etc. |
Director, Capital & Space Planning Office |
VP Planning & Budgeting |
|
Services & Resources –
Administrative data related to services and physical resources |
| Business Domain |
Description / Business Processes |
Data Custodians (working draft) |
Data Trustees (working draft) |
Instructional Technology |
Instructional technology and media availability and use |
Director, Bothell Campus Library
Director, Classroom Support Services
Director, Information Technology, UW Tacoma
|
Chancellor, UW Bothell
Dean Undergraduate Affairs
Chancellor, UW Tacoma |
Housing and Food |
Housing and food usage and costs, student resident and housing data including applications, contracts, room assignments, etc. Resident communication history, Student judicial information, Dining plan spending, Husky card sales data, Student Employment data, Food inventory management, Resident Hall Building key management |
Administrator for Planning and Purchasing, Housing and Food Services
Director, UWB Finance and Administration
TBD, Tacoma |
VP Student Life
Chancellor, UW Bothell
Chancellor, UW Tacoma
|
Transportation & Parking Services |
Transportation, travel, and parking usage and costs, parking permits, restrictions, ticketing, etc. |
Assistant Police Chief, Support Services, University Police
TBD Bothell
TBD Tacoma |
Chief of Police
Chancellor, UW Bothell
Chancellor, UW Tacoma |
Safety & Security |
Safety programs, security auditing and controls, police, crime prevention |
Assistant Police Chief, Support Services, University Police |
Chief of Police;
VP Student Life |
Environmental Health and Safety |
Sustainability, Custodial Services, Biohazard Waste, etc. |
Director, Environmental Health and Safety |
VP Facilities |
Emergency Management Services |
Crisis communication, emergency preparedness, emergency response, evacuations, etc. |
Director, UW Emergency Management |
VP Facilities |
Risk Management & Compliance |
Risk evaluation, internal auditing controls |
Executive Director, Risk Management |
TBD |
Intercollegiate Athletics & Ticketing |
Sporting event attendance, revenues, donations, seating priorities, etc. |
Senior Associate Athletic Director, Intercollegiate Athletics |
Director of Athletics |
Business Services |
Creative + Communications,
Real Estate Office,Records Management, etc. |
Director, Publications Services
Director of Real Estate, Real Estate Office
Director, Records Management Services
|
TBD
TBD
AVP Controller |
ID Cards |
ID card management (history, photos for students, faculty, staff and retirees) |
University Registrar
TBD |
VP Student Life
TBD |
Facilities / Space Utilization / Building Access |
Power, water, sewer, repairs, cleaning, capacity planning, non-class room scheduling, access permissions and restrictions |
Director, Facilities Services, Maintenance & Alterations
Director, Facilities Services - Custodial Division
Executive Director Campus Engineering & Operations, Facilities Services
Director, Capital & Space Planning Office
|
VP Facilities
VP Facilities
VP Facilities
VP Planning & Budgeting |
UW Technology – Computing Infrastructure |
Information related to hosted servers and data storage services, network services, telecommunication services, managed desktops, software, etc. |
Director, Distributed Systems, UW Technology Services
Director, Enterprise Platforms, UW Technology Services
|
Interim COO UW Technology
Interim COO UW Technology |
Supplies & Inventories |
Materials, quantities on hand, reordering, chemical inventories, etc. |
TBD |
TBD |
Equipment & Leases |
Equipment tracking, lease tracking, inventory |
State Asset Coordinator, Equipment Inventory Office |
TBD |
|
Financial Resources –
Administrative data related to financial systems |
| Business Domain |
Description / Business Processes |
Data Custodians (working draft) |
Data Trustees (working draft) |
General Ledger |
Chart of Accounts, Transactions, Maintain Accounts, Period Covered, Overrides, Journal Entries |
Associate Controller |
Associate Vice President and Controller |
| Accounts Receivable |
Billing, Apply Payments, Refunds/Reimbursements, Past Due / Late Charges, Employee Accounts, Student Accounts, GL Transactions |
Associate Controller
TBD |
Associate Vice President and Controller
Associate Vice President, Financial Management
|
| Cashiering |
Receipt of Payment, Account Management |
Associate Controller
TBD |
Associate Vice President and Controller
Associate Vice President, Financial Management |
| Purchasing |
Requisitions, Purchase Orders, User Control, Encumbrances |
Associate Controller |
Associate Vice President and Controller |
| Receiving |
Record Receipt, Validate Receipt, Monitor Status, Returns, Inventoried Items, Notes / Comments |
Associate Controller |
Associate Vice President and Controller |
| Accounts Payable |
Disbursement, Year End |
Associate Controller |
Associate Vice President and Controller |
| Budgeting |
Preparation |
Budget Analyst, Office of Planning and Budgeting |
Associate Vice Provost, Planning and Budgeting |
| Fixed Assets |
Accountable Fixed Asset, Depreciation, Maintain Data |
Associate Controller
TBD |
Associate Vice President and Controller
Associate Vice President, Financial Management |
| Cost Accounting |
Customers, Cost Recovery, Rates |
Associate Controller
TBD |
Associate Vice President and Controller
Associate Vice President, Financial Management |
| Investment Management |
General Investment Management Functionality |
Senior Associate Treasurer/COO, Treasury Office |
TBD |
| Internal Controls Manager |
Internal Controls |
TBD |
TBD |
| Service Centers |
General Service Centers Functionality |
TBD |
TBD |
| Stores Inventory |
General Stores Inventory Functionality |
TBD |
TBD |
| Vendor Management |
General Vendor Management Functionality |
TBD |
TBD |
| Physical Plant |
Key Control, Self Service Maintenance Requests, Work Order Tracking, Construction Project Accounting, Preventive Maintenance, Maintenance Project Tracking, Building Maintenance, Space / Location Management, Utilities Management |
TBD |
TBD |
| Human Resources – Administrative data related to
human resource systems |
| Business Domain |
Description / Business Processes |
Data Custodians (working draft) |
Data Trustees (working draft) |
Workforce Planning |
Workforce planning and gap analysis, training and development planning, employee relations planning, positions, schedules, organizational relationships and reorganization, salary/compensation planning |
Assistant Vice President, HR Administration and Information Systems
Assistant Vice Provost, Office of Academic Personnel
|
VP Human Resources
VP Academic Personnel |
Employee Demographics |
Gender, race, disability status, veteran status, emergency contact information, etc. |
Assistant Vice President, HR Administration and Information Systems
Assistant Vice Provost, Office of Academic Personnel
|
VP Human Resources
VP Academic Personnel |
Staffing |
Recruiting, screening, hiring, assignments, responsibilities, competencies, separation, layoff, employment and reemployment eligibility, faculty history |
Assistant Vice President, HR Administration and Information Systems
Assistant Vice Provost, Office of Academic Personnel
|
VP Human Resources
VP Academic Personnel |
Compensating |
Salaries, distributions, benefits, leave information, hours/time worked by attributes, etc. |
Assistant Vice President, HR Administration and Information Systems
Assistant Vice Provost, Office of Academic Personnel
|
VP Human Resources
VP Academic Personnel
|
Relating |
Ombudsman, Labor relations (bargaining units, contracts, grievance activity, etc.), employee relations, performance management (evaluation, corrective action, etc.), workplace event information, accommodation, organizational and staffing relationships, etc. |
Assistant Vice President, HR Administration and Information Systems
Assistant Vice Provost, Office of Academic Personnel
|
VP Human Resources
VP Academic Personnel |
Training & Development |
Organizational, executive, management and staff development; orientation, training history and goals, education, career planning, certifications, competencies, training offerings, usage, costs Training opportunities, usage, costs |
Assistant Vice President, HR Administration and Information Systems
Assistant Vice Provost, Office of Academic Personnel
|
VP Human Resources
VP Academic Personnel
|
Compliance |
Institutional policies, regulations/rules, labor contracts, other contracts, item/asset tracking (e.g., equipment, keys); employment eligibility (I-9, visa, etc.), certification, licensure, training requirements |
Assistant Vice President, HR Administration and Information Systems
Assistant Vice Provost, Office of Academic Personnel
Associate Controller, Payroll, Travel, and Records Mgmt
|
VP Human Resources
VP Academic Personnel
|
|
University Advancement–
Administrative data on alumni and gift development programs |
| Business Domain |
Description / Business Processes |
Data Custodians (working draft) |
Data Trustees (working draft) |
Gift Processing |
Gift receiving, gift tracking, annual giving programs, etc. |
Associate VP, Advancement Services, Development & Alumni Relations |
Vice President for Development & Alumni Relations |
Prospect management |
Prospect targeting and marketing, email and phone campaigns, etc. |
Associate VP, Advancement Services, Development & Alumni Relations |
Vice President for Development & Alumni Relations |
Custodianship |
Post donor outreach, gift utilization and maximization, etc. |
Associate VP, Advancement Services, Development & Alumni Relations |
Vice President for Development & Alumni Relations |
Alumni Services |
Event planning, travel, insurance, etc. |
Associate VP, Advancement Services, Development & Alumni Relations |
Vice President for Development & Alumni Relations |
Constituency |
Development officer support, access and use, Dean’s acknowledgement reports |
Associate VP, Advancement Services, Development & Alumni Relations |
Vice President for Development & Alumni Relations |
Capital Projects |
New construction, major renovations |
Associate VP, Advancement Services, Development & Alumni Relations |
Vice President for Development & Alumni Relations |
