Utilizing a strong Annual Resource Planning Process (ARPP) helps to support and expand UB’s world-class impact. The ARPP provides a framework for us to review our financial capacity, evaluate our current activities and identify and assess potential areas for new investment that will continue to elevate the university.
Key Outcome: Share guidance based on the university’s financial position to assist units in providing their input and needs through the Three-year Plan workbook
Date | Topic | Action | Coordinating Unit |
---|---|---|---|
Aug 16, 2023 | Tuition / Fees | Update & deliver BBF IFP initial projection (prior year actuals + and rate increases) | Resource Planning |
Sept 15, 2023 | Tuition / Fees | Board of Trustees meeting to include final rulemaking for 2023-24 tuition rates | SUNY |
Sept 19, 2023 - Oct 20, 2023 | Enrollment | VPEM meets with units to discuss enrollment plans | VPEM |
Mid-Oct 2023 | Information / Guidance | Resource Planning sends 2024-25 Three-Year Plan information collection workbooks to units. Additional information provided includes: resource planning guiding principles, university goals, Broad-Based Fees request and planning parameters such as tuition, enrollment, fees & salary increases. | Resource Planning |
Mid-Oct 2023 | Information / Guidance | Provost and VPFA sends memorandum on 2024-25 ARPP Calendar & Resource Planning Guide | Resource Planning |
Oct 2023 | Facilities / Space | Instructional Facilities Part I - A lead from Facilities works with the Space Utilization and Pedagogy & Design Committees on a 3-year instructional facilities plan (2026, 2027, 2028). The plan is presented to the AVP of Facilities & the Director of IT for approval - draft is due to Resource Planning by 10/31. | Resource Planning & University Facilities |
Oct 2023 | Multi-year Financial Plan | Multi-year Financial Plan preparation & update (Part 1) | Resource Planning & Financial Management |
Oct 2023 | Reporting | Quarterly Unit Dashboard 2023-24 | Resource Planning & Business Services |
Oct 2023 | SUNY | SUNY Budget Due to NYS | SUNY |
Oct 2023 | Broad-Based Fees | Update & deliver BBF IFP fall re-projection (updating fall enrollment figures to fall Census – 3 weeks after start of semester. Spring remains at 94% of fall). | Resource Planning |
Oct 2023
| SUNY | 2023-24 Revenue Target – Fall Update (first re-projection) submitted to SUNY | Resource Planning, OIA & Financial Management |
Nov 1, 2023 | Facilities / Space | Units submit space requests & summer 2024 small scale capital rehab requests to the Capital Planning Group | Units & Capital Planning Group |
Nov 9, 2023 | Information / Guidance | 2024-25 ARPP Q & A Session – Zoom | Resource Planning |
Nov 2023 | Tuition / Fees | Units consulted on proposed 2024-25 Specialized Tuition Rates | Resource Planning |
Nov 2023 | Tuition / Fees | Delivery of reconciled summer share of tuition revenue above base | Resource Planning & OIA |
Nov 2023 | Facilities / Space | Summer 2025 Classroom Renovations – submit advanced work orders for summer 2025 projects to Senior Leadership for review & approval | Resource Planning & University Facilities |
Prior to Dec 1, 2023
| Tuition / Fees | Fall Student Consultations for 2024-25 Broad-Based Fees | Student Life |
Nov 1, 2023 - Mar 31, 2023 | Tuition / Fees | SUNY Budget Office and campuses discuss proposed 2024-25 tuition rates | SUNY |
Nov 9, 2023 - Jan 17, 2024 | Workbook Review | Resource Analyst meets with the UBO – unit workbook submission review/check-in | Resource Planning & UBO’s |
Dec 14, 2023 | Information / Guidance | Deans/Vice Presidents/Unit Business Officers meeting on 2024-25 Annual Resource Planning Process & University Financial Plan | Resource Planning |
Dec 15, 2023 | Tuition / Fees | University and Service Center Fee requests due to Financial Management | Units |
Dec 15, 2023 | Enrollment | Unit Graduate Enrollment Managers submit final enrollment targets for 2024-25, 2025-26 and 2026-27 to VPEM for consideration | Units |
Mid-Dec 2023 | Tuition / Fees | Student Life submits 2024-25 housing rates to Senior Leadership for approval | Student Life, Campus Living |
Dec 2023 | Facilities / Space | Instructional Facilities Part II - The 3-year instructional facilities plan (2026, 2027 & 2028) is presented to the Executive Committee for approval for inclusion in the ARPP | Instructional Facilities Steering Committee |
Dec 2023 | Tuition / Fees | Senior Leadership approves 2024-25 housing rates | Resource Planning |
Jan 2024 | Facilities / Space | Instructional Facilities Part III – The 3-year instructional facilities plan (2026, 2027, 2028) is submitted as part of the ARPP | Instructional Facilities Steering Committee |
Jan 10, 2024 | Information / Guidance | Units submit BBF material to the Resource Planning Resource-Planning-ARPP@buffalo.edu | Units |
Jan 17, 2024 | Information / Guidance | Units submit materials to the Resource Planning Resource-Planning-ARPP@buffalo.edu | Units |
Jan 2024
| Enrollment | VPEM sends headcount enrollment data to Resource Planning | VPEM & Resource Planning |
Jan 2024
| Reporting | Quarterly Unit Dashboard 2023-24 | Resource Planning & Business Services |
Jan 2024 | Tuition / Fees | Student Life submits 2024-25 campus dining rates to Senior Leadership for review | Student Life, FSA, Campus Living |
Key Outcome: Gain a shared understanding of the unit’s position and needs so as to inform the Resource Planning decisions of Senior Leadership
Date | Topic | Action | Coordinating Unit |
---|---|---|---|
Jan-Feb 2024 | Information / Guidance | Resource Planning analyzes unit input and projections and develop briefing documents for unit budget discussions | Resource Planning |
Early Feb 2024 | Information / Guidance | Senior Leadership provides feedback to units about topics to include in unit presentations | Resource Planning |
Feb 12, 2024 – Feb 23, 2024 | Tuition / Fees | Spring Student Consultations for 2024-25 Broad-Based Fees | Broad-Based Fee Stewards |
March 4, 2024 - March 8, 2024 | Information / Guidance |
Unit Resource Planning meetings with President, Provost & VPFA
| Resource Planning |
March 2024 | Broad-Based Fees | Update & deliver BBF IFP spring re-projection (updating spring enrollment figures with spring census – 3 weeks after start of semester) | Resource Planning |
March 2024 | Tuition / Fees | VPFA submits SUNY Broad-Based Fee request | Resource Planning |
March 2024 | SUNY | SUNY 2023-24 Revenue Target – (second re-projection) | Resource Planning & Business Services |
March 2024 | Multi-year Financial Plan | § Review of Multi-year Financial Plan open items (Part 2) for current year updates | Resource Planning |
March-April 2024 | Information / Guidance | § Provost, in consultation with VPFA, review & prioritize Three-Year Plan recommendations § Provost and VPFA review Three-Year Plan recommendations with President Tripathi | Resource Planning |
April 2024 | Reporting | Quarterly Unit Dashboard 2023-24 | Resource Planning & Business Services |
April 2024 | NY State | NYS Budget is approved | NY State |
April 2024 | SUNY | SUNY reviews enacted budget for compliance | SUNY |
April 2024 | Information / Guidance | FSA/Campus Dining & Shops budget approved by President, Provost and VPFA | Resource Planning |
April-May 2024 | Tuition / Fees | System administration leadership reviews proposed 2024-25 tuition rates | SUNY |
Early May 2024 | Information / Guidance | Provost & VPFA prepare Investment Proposal Outcome Letters | Resource Planning |
May 2024 | Spending Plan | Resource Planning remind units to submit Spending Plan due June 30 | Resource Planning |
Key Outcome: Confirm unit expectations and outcomes in order to finalize Three Year Plans and implement Resource Planning decisions
Date | Topic | Action | Coordinating Unit |
---|---|---|---|
April 2024 | Tuition / Fees | Fee Requests submitted to SUNY if applicable | Resource Planning |
April 2024 | Tuition / Fees | Financial Management provides Fee Certifications | Financial Management |
April 2024 | Tuition / Fees | Delivery of reconciled winter share of tuition revenue | Resource Planning & OIA |
Early May 2024 | Information / Guidance | Investment Proposal Outcome Letters sent to units | Resource Planning |
May 2024 | SUNY | 2024-25 Revenue Target – Initial projection submitted to SUNY | Resource Planning, OIA & Financial Management |
May 22, 2024 | Information / Guidance | Deans/Vice Presidents/UBOs meeting on outcome of 2024-25 process | Resource Planning |
June 15, 2024 | Information / Guidance | Units submit a breakdown of summer allocation between Sutra and State Operating | Units |
Mid-June 2024 | Broad-Based Fees | In anticipation of Annual Rollover Process in Axiom, Resource Planning updates Broad-Based Fee totals in the Internal Financial Plan to reflect July 2023-May 2024 BBF revenue. June 2024 revenue will be finalized and delivered to fee units in mid to end July. | Resource Planning |
June 2024 | Information / Guidance | Finalize 2024-25 Three-Year Plans | Resource Planning & Units |
June 2024 | Tuition / Fees | Resolution approved by Board of Trustees / Initialize 2024-25 tuition rulemaking process (45 day public comment period) | SUNY |
June 2024 | Information / Guidance | Units confirm PI/department crediting on sponsored awards is correct to facilitate the accurate allocation of ICR funds in August | Units & Sponsored Project Services |
June 2024 | Tuition / Fees | SUNY Board of Trustees approves 2024-25 tuition rates & BBF rates | SUNY |
June 2024 | Tuition / Fees | VPFA sends tuition rates communication to Deans/Vice Presidents/Vice Provosts | Resource Planning |
Mid-June to July 1, 2024 | Information / Guidance | Internal Financial Plan closed to prepare for 2024-25 deliveries | Resource Planning & Financial Management |
Early-July 2024 | Information / Guidance | Financial Management rolls Annual Allocation from 2023-24 to Annual & Fiscal Allocation for 2024-25 - this is the starting point for the 2024-25 budget | Financial Management |
Early-July 2024 | Information / Guidance | Delivery of items designated for “July 1 budget implementation” (including 2024-25 Investments) | Resource Planning & Financial Management |
July 14, 2024 | Information / Guidance | Units submit 2024-25 Spending Plan to Resource Planning | Units |
Mid-July 2024 | Tuition / Fees | Resource Planning updates Broad-Based Fee totals in the Internal Financial Plan to reflect June 2023 revenue received | Resource Planning |
July 2024 | Reporting | Quarterly Unit Dashboard 2023-24 | Resource Planning & Business Services |
July 2024 | Tuition / Fees | SUNY communicates approved 2024-25 Broad-Based Fee rates to campuses. VPFA communicates to units | SUNY |
Late July 2024 | Tuition / Fees | Financial Management delivers final actual Broad-Based Fee revenue for the prior year | Financial Management |
Early August 2024 | Information / Guidance | OVPRED notifies Resource Planning that ICR shares are ready to be updated in the Internal Financial Plan | OVPRED |
Mid-August 2024 | Information / Guidance | 2023-24 ICR delivered | Resource Planning, Financial Management & OVPRED |
Mid-August 2024 | Broad-Based Fees | Resource Planning sends 23/24 Broad-Based Fess Actual Expenditures Reports to Broad-Based Fee units to complete | Resource Planning |
Mid-August 2024 | Tuition | Calculate new targets & enter base allocation commitment changes. Route to Provost & VPFA for review. Send email to UBOs. | Resource Planning |
Mid-August 2024 | Tuition Share | Calculate share of tuition rate increases due to units & enter in IFP | Resource Planning |
August 2024 | Fringe | Final 2023/24 fringe vs. target report for academic support units | Resource Planning |
August 2024 | Information / Guidance | Units complete a reconciliation of actual carry forward vs. spending plan | Units |
August 2024 | Tuition | Final 2023/24 tuition revenue vs targets report. Enter commitments for unit revenue share and TRSA. | Resource Planning |
August 2024 | Information / Guidance | Financial Management rolls over carryforward balances | Financial Management |
Sept 2024 | SUNY | Financial Management submits 2024-25 SUNY Form 1-Campus Financial Plan & Financial Management Strategies document to SUNY | Financial Management & Resource Planning |
Sept 2024 | Reporting | Final Unit 2024-25 Spending Plan Update Report | Resource Planning & Business Services |
The Resource Planning Workbook is the mechanism by which your unit submits projections and input regarding your plans for the next three years. Information requested via the workbook covers many aspects of your operations; the workbook is reviewed and modified each year, depending on the focus of that year's ARPP. A workbook customized to your unit will be sent to you via email in the fall in preparation for the launch of the ARPP.
The Resource Planning Guide provides information regarding the Annual Resource Planning Process, including parameters, guidelines and other information that may be helpful for the preparation of materials for the current year's ARPP, general information related to year-round planning and updates to existing planning-related policies. The RP Guide will be sent to you via email and posted to the ARPP shared drive prior to the annual kick-off presentation, which takes place in early December.
The ARPP officially begins with the annual kick-off presentation, held in early December. In this presentation, the provost and vice president for finance and administration will provide information relevant to the planning effort, including:
The following resources may be helpful as you begin the Annual Resource Planning Process.
Projections of both proposals and expenditures are sought through the ARPP. Historical proposal information can be found in the Proposal Summary Report on the SPS Online Report webpage. Historical expenditure information can be found on the Research Expenditures tab of the SIRI ARPP Dashboard.
Capital project requests are summarized in the RP workbook, but the requests must be submitted to the Capital Planning Group separately. The forms for Space Requests and Summer Space Rehab Requests are due to Capital Planning in mid-fall; see the RP Calendar for the due date.
The ARPP focuses on plans to make full use of endowments that are currently underutilized or unutilized.
Requests for central investment should demonstrate how they support the university's strategic priorities, which can be found in the Resource Planning Guide. As funding to support proposed investments is limited, you should attempt to identify unit resources that could be utilized wherever possible. You will be expected to include in the investment request an explanation of the resources that your unit will commit toward implementation of the proposal.
All investment proposals should be made through the ARPP process, in the RP workbook. Each request listed in the summary tab of the workbook should be accompanied by a detail template tab; it is important to fill out the detail template in full in order to allow for proper consideration of your request. In the rare instance that there is an emerging need between ARPP cycles, units can submit an Emerging Needs Request. Please see the Resource Planning Guide or contact your Resource Analyst for more information.
Investment requests that involve enrollment growth should be accompanied by a pro forma that shows the expected revenues and costs related to the enrollment growth. The pro forma should be submitted as a separate document along with your RP workbook.
Complete all sections of the workbook, following the instructions on each tab. Additional guidance about the information requested can be found in the Resource Planning Guide. Questions about information requested on specific tabs should be referred to the contact person listed on the individual tab.
Requests to change any previously-established targets should be documented in the workbook, and should be accompanied by an explanation in the comments section of the tab.
Submit the workbook via e-mail to the central address provided. Your Resource Analyst should be copied on the message.
After reviewing your workbook submission, Resource Planning will provide you with suggestions for topics that should be included in your presentation to senior leadership. You may also add your own topics or areas of focus to this list.
Your presentation should be submitted at least one week prior to your scheduled unit meeting. The presentation should focus on the specific areas of opportunity or concern. It is important to keep in mind the amount of time available for the meeting and to leave ample time after the presentation to answer questions and engage in discussion.
The unit meeting will begin with the presentation by your unit to senior leaders. The president, provost, and vice president for finance and administration will have reviewed the submitted version of your presentation prior to the meeting, and may have questions or request clarification during the presentation.
At the conclusion of the unit presentation, the unit representatives and senior leadership will have an opportunity to discuss the issues raised by the unit, as well as any areas of opportunity or concern identified by the president, provost, and vice president for finance and administration.
You will be notified of the final outcome of your investment proposals once all decisions have been made.
Upon receiving notification of the outcomes of your investment proposals, you will have the opportunity to submit final budget information to Resource Planning for implementation. You should submit the fees certification and Financial Plan delivery instructions.
Your spending plan should be based on the final outcomes of the planning discussions, memorialized in your three-year plan. Information on developing your spending plan can be found in the Resource Planning Guide.
After you have submitted your spending plan, it will be loaded into SIRI for use in the quarterly update reports.