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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.

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!

 

 

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.

Public Profiles – New Interactive Dashboards Now Available!

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In May 2018, in collaboration with UW-IT’s Enterprise Information, Integration and Analytics (EIIA) unit, the Office of Planning and Budgeting (OPB) relaunched Public Profiles, which are now five interactive dashboards including:

All dashboards, except Degrees Production Trends (which is refreshed every August), are refreshed with new data every academic quarter after census day. The data is sourced from the University of Washington’s Enterprise Data Warehouse (EDW). The numbers presented in all dashboards have been approved by OPB and reconcile against internal institutional dashboards – UW Profiles (requires access to EDW).

These dashboards act as the University of Washington’s “Institutional Fact Book.”  Anyone with the access to the internet can view these dashboards using their preferred browser. Explore the dashboards: https://www.washington.edu/opb/uw-data/uw-profiles-information/

Check back for additional dashboards and visualizations as they become available. Updates regarding these dashboards are also provided by UW-IT on their News page.

Please contact uwprofiles@uw.edu with any questions or for help using these dashboards.

OPB Briefs: 2018 Bill and Fiscal Note Summaries Now Available

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Date: April 5, 2018

OPB has posted two summaries, recapping the 2018 state legislative session, under the “Briefs” tab of the OPB website:

The 2018 Session Bill Summary lists the bills OPB tracked that were passed by the legislature. Links to veto messages are provided for bills that were partially vetoed by the Governor. Of the 775 bills that OPB tracked in the 2018 legislative session, 82 passed into law.

The 2018 Session Fiscal Note Summary lists the fiscal notes – evaluations of the fiscal impact of a bill proposal – that OPB completed on behalf of the UW (with the help of subject matter experts across the University) during the session. All fiscal notes are requested by legislative staff through the Office of Financial Management (OFM) in Olympia to guide legislative decision-making. This session, OPB responded to 145 fiscal note requests from OFM, breaking a record for the most in a legislative session.

New OPB Briefs: Published Price vs. Net Price, Differential Tuition, and Activity Based Budgeting

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OPB has released two new briefs.

The Published Price vs. Net Price brief is an updated version of a brief we posted in June, reflecting 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.

OPB also has a new brief on policy and programmatic trends for differential tuition in higher education, and a recent brief on the Activity Based Budgeting (ABB) model used at the UW and other institutions.

OPBlog: Introduction

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Hello! My name is Kelsey, and I am the new Policy Analyst with the Office of Planning and Budgeting. I have my Master of Social Work in Administration and Public Policy from the University of Washington, am a Returned Peace Corps Volunteer and a former intern at the City of Seattle’s Mayor’s Office, and most recently worked as a Research Analyst at the UW Evans School of Public Policy and Governance studying science education policy and programming. I’m excited to combine my experience working in higher education, local policies and funding, data analysis, and equity with the Policy, Planning, and State Operations team at OPB. I will be updating this site periodically with news, analysis, and commentary on higher education policy trends, local, state, and federal policies, budget announcements, and anything related to policies and finances at UW.

Please feel free to provide feedback along the way. I can be contacted at rotek@uw.edu. Thanks for reading!