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This section of the Web site spells out the
acronyms
and offers
definitions to identify terms that are used in the Resource Management Model.
- ACF
- Advance Commitment Fund
- ASC
-
Administrative Service Centers (formerly Administrative Support
Centers)
- ASPAC
-
Administrative Support Programs Advisory Committee
- BOR
- Board of Regents. State-level decision-maker that must approve budget for Iowa State University and four other Regents institutions.
- BMRIC
- Budget Model Review and Implementation Committee
- BFAC
-
Budget and Finance Advisory Committee
- CDE
- Continuing and Distance Education
- EPA
- Electronic Personnel Action
- EVP/P
- Executive Vice President/Provost
- FOG
-
Financial Officers Group
- FB
-
Fringe Benefits
- FP&M
- Facilities, Planning & Management
- GPIDEA
-
Great Plains Interactive Distance Education Alliance
- HEPI
- Higher Education Price Index
- IDC
- Indirect Cost is cited in several recommendations:
Recommendation #1,
Recommendation #33,
Recommendation #34, and
Recommendation #35.
- ITSAC
-
Information Technology Services Advisory Committee
- IEF
- Institutional Excellence Fund
- IPP
- Institutional Planning Parameters
- LAC
-
Library Advisory Committee
- OSPB
- Office of Strategic Planning and Budgeting
- PSEOA
-
Post-Secondary Education Opportunity Act
- PAC
-
Provost Academic Cabinet
- PBC
- President's Budget Cabinet
- PI
- Principal Investigator
- R & D
- Research and Development
- RMF
-
Resource Management Fund
- RMM
- Resource Management Model
- RMM LTT
-
Resource Management Model Leadership and Transition Team
- RPA
-
Resource Policies and Allocations Council, Faculty Senate
- RRC
- Resource Responsibility Centers
- SEA
-
Scholastic Enhancement Award
- SAAC
-
Student Affairs Advisory Committee
- SCH
- Student Credit Hours are cited in several recommendations:
- UBAC
-
University Budget Advisory Committee
- UPB
-
University Planning & Budget Committee, P&S Council
- VBO
-
Central Virtual Budget Office
- VP BF
-
Vice President, Business & Finance
- VPRED
-
Vice President Research and Economic Development
- VP SA
-
Vice President Student Affairs
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- Administrative Fee
- The Administrative fee is described in
Recommendation #32.
- Administering Unit
- A primary resource unit that is responsible for the administration
of a sponsored funding project or grant. This primary resource unit
will be distributed a portion of the indirect cost recovery revenue
that is received into the university.
- Administrative Service Centers
-
Administrative Service Centers (formerly Administrative Support Centers)
are the primary resource units that do not directly generate revenue, but
provide services to the Resource Responsibility Centers and to each other.
The expenses associated with the Administrative Service Centers are pooled
and allocated to the Resource Responsibility Centers. The Administrative
Service Centers (ASCs) are also illustrated on the right side of the
Resource Management Model flow diagram.
- Administrative Support Programs Advisory Committee
- The Administrative Support Programs Advisory Committee advises the
Provost on the level of funding required to efficiently provide the desired
type and quality of service for the following units: Center for Excellence
in Learning and Teaching, Honors Program, Women in Science and Engineering,
Women's Center, Institutional Research, Graduate College, Office for
Sponsored Programs Administration, and Office of Research Compliance and
Assurances.
A list of members of this committee is available
online. See
Recommendation #16 for details.
- Advance Commitments
- Advance Commitments are funds available in one fiscal year for use in the next fiscal year. The Advance Commitments policy is available
online, in the policies section of budget development.
- Advisory Committees
- Groups appointed to advise administrators in the development
of budgets for central administrative and support units.
These groups are listed and described
online.
- Allocated Expense
- Expenses associated with centrally funded administrative and
support units (Administrative Support Centers) that will be pooled
into separate expense pools and allocated to the primary resource units
(Resource Responsibility Centers) based on various allocation
proxy measures.
- Bearing Point
- Consultant company hired to assist Iowa State University in institutional change. Reports include a
stakeholder analysis and a review of
institutional planning processes.
- Board of Regents
- State-level decision-maker. Must approve budgets for the Regents
institutions, which includes Iowa State University, the University of Iowa
and the University of Northern Iowa.
- Budget Development
- Budget development process for the next fiscal year begins in August
of the current fiscal year through August of the next fiscal year:
[FY2011],
[ FY2010],
[ FY2009]
- Budget Development Memos
- Official memos regarding the process for budget development using the
Resource Management Model:
[FY2011
],
[FY2010
],
[FY2009
]
- Budget Development Timeline
- Timeline for developing the Institutional Budget:
[
FY2011],
[
FY2010],
[
FY2009]
- Budget Model
- Model used for distributing resources, both revenues and expenses.
- Budget Model Development Committee
- President Geoffroy named the Budget Model Development Committee
in September 2005 to create and test an alternative budget model for
Iowa State University. This committee issued four reports during
2005 and 2006, which are available
online.
- Budget Model Review and Implementation Committee
- BMRIC was created by President Geoffroy to coordinate the university-wide review of a new budget model for Iowa State and to develop plans for implementing the model. BMRIC prepared and distributed
three reports on the development of the Resource Management Model.
A list of members of this committee is available
online.
- Budget Model Study Group
- President Geoffroy asked this group to study
alternative models with the goal of recommending changes to
Iowa State University's resource distribution processes.
- Business and Finance Advisory Committee
- The Business and Finance Advisory Committee advises the Vice President
for Business and Finance on the level of funding required to efficiently
provide the type and quality of business services desired by the university
community. A list of members of this committee is available
online.
- Business Intelligence Software
- Iowa State University selected Cognos 8 Business Intelligence Software following a request for proposals for a Web-based querying, reporting, and presentation tool for campus enterprise data, including the data warehouse.
- Business Services Expense Pool
- The Business Services Expense Pool is described in
Recommendation #17.
- Cognos
- Iowa State University selected Cognos 8 Business Intelligence Software following a request for proposals for a Web-based querying, reporting and presentation tool for campus enterprise data, including the data warehouse. For more information, click
here.
- Consultants
- From developing a new budget model to implementing the Resource Management Model, Iowa State University has worked with several consultants. These are:
- Campus Strategies; President Larry Goldstein facilitated the
May 2005 symposium.
- Huron Consulting; Director James Kemp and Managing Director John R. Curry were involved in the reviewing alternative budget models in 2005-06.
- BearingPoint; David Maddox reviewed the process of implementation of the Resource Management Model in 2006-07. He provided reports, including a
stakeholder analysis and a review of
institutional planning processes.
- Continuing and Distance Education
- CDE is part of University Extension.
- Data Cubes
- A set of data that can be viewed in aggregated or detailed forms. The user can adjust the view to find accurate answers various questions.
- Data Warehouse
- Centralized repository for historical data that can provide a comprehensive and homogenous view of the organization and be used for decision-making processes across the institution.
- Decision Log
- The decision log is a
spreadsheet filled with more than 150 issues that were identified for implementation of the Resource Management Model. These issues were resolved through 41 recommendations.
- Direct Expenses
- Expenses that are incurred directly by the resource units.
These expenses have traditionally been funded through the distribution
of resources using the historical incremental budget model.
- Executive Vice President/Provost
- The Executive Vice President/Provost is responsible for planning and budgeting at Iowa State University.
- Financial Officers Group
- The Financial Officers Group is one of the groups that provides input on planning and budgeting to the Executive Vice President and Provost. Click
here for additional information.
- Fringe Benefits
- With the Resource Management Model, the central pool of fringe benefits will be discontinued for fiscal year 2009. See
Recommendation #3 for description.
- Indirect Cost
- Indirect Cost is cited in several recommendations:
Recommendation #1,
Recommendation #33,
Recommendation #34, and
Recommendation #35.
- Information Technology Services Advisory Committee
- The Information Technology Services Advisory Committee advises the
Chief Information Officer on the level of funding required to efficiently
provide the type and quality of IT services desired by the university
community. A list of members of this committee is available
online.
- Information Technology Services Expense Pool
- The Information Technology Services Expense Pool is described in
Recommendation #39.
- Institutional Excellence Fund
- A fund created by university leadership to be used primarily for nonrecurring strategic investments as directed by the President and Executive Vice President.
- Institutional Planning Parameters
- The institutional preliminary planning parameters for fiscal year 2009 are described in a series of
budget memos sent to the ISU Senior Leadership Group.
- Library Advisory Committee
- The Library Advisory Committee advises the Dean of the Library on the
level of funding required to efficiently provide the type and quality of
library services desired by the university community.
A list of members of this committee is available
online.
- Library Expense Pool
- The Library Expense Pool is described in
Recommendation #18.
- Memos
- Official memos regarding the process for budget development using the Resource Management Model are available
online.
- Operating Cycle
- Operating cycle for the current fiscal year begins in July
of the current year through June of the next year:
[FY2010],
[FY2009]
- Operating Cycle Fiscal Issue Memos
- Fiscal issue memos are distributed to share information about the
operating cycle for the fiscal year:
[FY2010],
[FY2009]
- Operating Cycle Timeline
- Schedule for Operating Cycle:
[FY2010],
[FY2010]
- PSEOA
- Post-Secondary Education Opportunity Act. See
Recommendation #10 for information on RMM and PSEOA.
- Primary Resource Units
- The primary resource units in the Resource Management Model are Resource Responsibility Centers and Administrative Support Centers.
- Recommendations
- As issues related to implementing the Resource Management Model were identified, they were added to a
spreadsheet. More than 150 issues were identified. The issues were reviewed and recommendations on how to address them were developed. The draft
Recommendations were open for public comment for at least two weeks, then the Executive Vice President and Provost reviewed the information and made a final decision on the recommendation. The approved recommendations are available
online.
- Resource Management Fund
- Funds allocated to the Resource Responsibility Centers in addition to revenues directly attributed to the RRCs under the model. See
Recommendation #38.
- Resource Management Model
- The resource distribution model that was developed at Iowa State University through broad-based input. The model is an adaptation of the Responsibility Center Management concept that assigns most revenues to the units responsible for generating the revenue, and more fully distributes costs, including facility and central administrative costs to the revenue-generating units. A
flow diagram is available online.
- Resource Management Model Leadership and Transition Team
- One of two teams that, with broad input from a variety of sources, lead the implementation of the Resource Management Model. The LTT had final responsibility for implementing the Resource Management Model. For more information, click
here.
- Resource Management Model Operations Team
- One of two teams that, with broad input from a variety of sources, lead the implementation of the Resource Management Model. The Operations Team was responsible for ensuring that the changes and enhancement to systems, processes and data were identified and made. For more information, click
here.
- Resource Responsibility Centers
- These are the primary resource units that generate revenue and/or receive funding from outside sources. These are listed
online. The RRCs are in the middle of the Resource Management Model
flow diagram.
- Revenue
- External income and funding coming into the university, including tuition, state appropriation, special state and federal appropriations, sponsored funding, indirect cost recovery, revenue from patents and licensees, sales and service revenue, and investment and miscellaneous income.
- Salary Policy
- The Salary Policy for budget development with the Resource Management Model will be developed late spring 2008. Once available, this will be online as a link in the
policies section for budget development with the Resource Management Model.
- Senior Leadership Group
- The ISU Senior Leadership Group provides input to the Executive Vice President and Provost. For more information, click
here.
- Strategic Plan
- Iowa State University currently is operating under the 2005-2010 strategic plan, which can be seen
online.
- Student Affairs Advisory Committee
- The Student Affairs Advisory Committee advises the Vice President of
Student Affairs on the level of funding required to efficiently provide the
type and quality of student services desired by the university community.
A list of members of this committee is available
online.
- Student Credit Hours
- Several recommendations outline processes related to Student Credit Hours (SCH). These include:
- Student Services Expense Pool
- The Student Services Expense Pool is described in
Recommendation #19.
- Summer Bridge Program
- The Summer Bridge program is described in
Recommendation #41.
- University Budget Advisory Committee
- Advises the Executive Vice President on a broad range
of functions that cross the entire university. Its deliberations
are informed by advice from the respective administrative units,
with clear accounting for all advisory committee recommendations
and commentary.
A list of members of this committee is available
online.
If you have any questions on the list or know of any terms that should be added to the list, please send an e-mail inquiry to
budgetmodel@iastate.edu.
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