Office of Planning & Budgeting

ABB Committees and Reports

Work began in 2009 to discuss and consider the possibility of a more transparent budgeting model for the University, which resulted in the implementation of ABB. Over the past few years, the Provost has chartered a series of committees that have been responsible for making recommendations from structuring the ABB model to changes needed after inception.

The key elements of each committee’s is summarized in the information and links below (in descending chronological order).

ABB Phase III Review (2019 – 2020)

Beginning January 2019, OPB worked with the Senate Committee on Planning & Budgeting (SCPB), the Board of Deans and Chancellors (BODC), and School/College Academic Administrators to strategize an approach for the upcoming FY20 ABB Phase III Review. As part of this scoping and planning process, OPB facilitated an exercise with each group asking questions around areas of focus for the work.

In August 2019, the Provost charged a steering committee responsible for the overall work plan, project scope, and deliverables of the ABB Phase III Review. The charge letter to the committee is now available. In addition to outlining the charge and suggested timeline for work, the Provost also directed the work of three subcommittees to provide preliminary analysis and recommendations to the steering committee during Fall quarter. The work of these subcommittees is based on areas of focus identified during the scoping and planning process. The subcommittees are as follows:

  • Supplement Subcommittee
  • Tuition Taxation and Formulae Subcommittee
  • Research Support Subcommittee

Reports from the subcommittees were submitted to the steering committee for consideration at the end of December 2019 (linked below). A summary presentation of these reports prepared for Board of Deans and Chancellors can be found here.

The steering committee will work to advance final recommendations to the Provost by the end of February 2020, and a final report to campus will be published by the end of April 2020 for implementation in the FY21 ABB cycle.

ABB Oversight Committee (2017 – 2018)

In January 2017, the Provost charged a new committee to address issues until the next major review of ABB will occur in FY2020. The charge letter to the committee is now available. The new committee spent the spring months working through the charge. The final report from this committee can be found here.

In December 2017, upon recommendation of the oversight committee, the Provost charged a Joint Taskforce on Supplement Distribution. This taskforce has been responsible for reviewing and reconsidering how ‘supplement’ funds are distributed to units through Activity Based Budgeting (ABB). The charge letter to this taskforce is available here for review. The final report with recommendations can be found here.

ABB Phase II Committee (2016)

Given the work of the ABB Review Committee, the Provost charged an ABB Phase II Committee with looking at the concerns that had been expressed. The charge letter is available here for review.

On Apr 06,2016, OPB met the Board of Deans and Chancellors (BODC) to provide an update on Phase II work in progress of the ABB committee and shared their findings and initial recommentations on the tasks assigned to them. Please see below for the materials that were shared at the meeting.

Following a comment period for faculty, deans, staff, and students to review a draft report, the Activity Based Budgeting (ABB) Phase II Committee released a final report, which includes recommendations for improving the ABB model. The report was sent to the Provost in July of 2016, and any changes to the ABB model will be announced in the winter, and would take effect in FY18.

The Provost accepted these recommendations in December 2016.

ABB Review Committee and Faculty Council Reports (2012-2015)

When ABB was adopted in 2012, a commitment was made to leave the basic elements in place for five years to provide an opportunity to understand the consequences of ABB as it was initially structured. In the meantime, an ABB review committee was formed to monitor and review the current model and to provide recommendations about possible changes that might be considered.

The recommendations provided by the committee were taken into consideration by the Provost and the President and in July 2015, faculty committees were charged with investigating four areas of academic life that are imperfectly addressed by the current budget model. Committee charge letters and their final reports are available below:

ABB committee members suggested that deans, administrators and faculty leaders receive a survey to provide feedback about ABB and make suggestions as to the scope of the Phase II committee work. The survey was released in early January, 2016 and the results of the survey are available here for review.

Original ABB Committee Work (2009-2011)

ABB Reports and Resources: The ABB Steering Committee provided recommendation for the adoption and implementation of the ABB model. Below are the materials from that implementation phase.

Peer Institutions: Initially, the ABB committee began by looking at other institutions that had implemented a similar budget structure. The following is the information gathered at that time.