Building partnerships through collaboration.
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.
Updated 10/29/2024
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 |
|---|---|---|---|
Mid Sept. 2024 | Tuition / Fees | Board of Trustees meeting to include final rulemaking for 2024-25 tuition rates | SUNY |
Oct 2024 | 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 (2027, 2028, 2029). 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 2024 | Multi-year Financial Plan | Multi-year Financial Plan preparation & update (Part 1) | Resource Planning & Financial Management |
Oct 2024 | Reporting | Quarterly Unit Dashboard 2024-25 | Resource Planning & Business Services |
Oct 2024 | SUNY | SUNY Budget Due to NYS | SUNY |
Oct 2024
| SUNY | 2024-25 Revenue Target – Fall Update (first re-projection) submitted to SUNY | Resource Planning, OIA & Financial Management |
Late-Oct 2024 | Information / Guidance | Provost and VPFA sends memorandum on 2025-26 ARPP Calendar & Resource Planning Guide | Resource Planning |
Late-Oct 2024 | Information / Guidance | Resource Planning will continue to provide the Resource Planning Guide, ARPP calendar and Instructions for submitting Investment Proposals into Axiom to all units. Separate workbooks will be sent to units who receive Broad-Based Fee request. Academic units will now receive tuition rate feedback workbooks at the time SUNY request submission from campuses. Workforce planning, unit strategic priorities, investment outcomes, Three-year unit budget projections and final ARPP year budgets (former Spending plans) will all now be submitted via the new UPlan system. All other information previously collected as part of the ARPP will be collected by those units directly and shared with Resource Planning as needed. | Resource Planning |
Nov, 2024 | Enrollment | VPEM meets with units to discuss enrollment plans | VPEM |
Nov 1, 2024 | Tuition / Fees | Units will submit final actual summer costs to Resource Planning | Units |
Nov 14, 2024 | Information / Guidance | 2025-26 ARPP Q & A Session – Zoom | Resource Planning |
Nov 2024… or when SUNY Requests | Tuition / Fees | Units consulted on proposed 2025-26 Specialized Tuition Rates | Resource Planning |
Nov 2024 | Tuition / Fees | Delivery of reconciled summer share of tuition revenue above base | Resource Planning & OIA |
Nov 2024 | Facilities / Space | Summer 2026 Classroom Renovations – submit advanced work orders for summer 2026 projects to Senior Leadership for review & approval | Resource Planning & University Facilities |
Nov 1, 2024 - Mar 31, 2024 | Tuition / Fees | SUNY Budget Office and campuses discuss proposed 2025-26 tuition rates | SUNY |
Nov 8, 2024 - Jan 17, 2025 | Workbook Review | Resource Analyst meets with the UBO – ARPP check-in | Resource Planning & UBO’s |
Dec 10, 2024
| Tuition / Fees | Fall Student Consultations for 2025-26 Broad-Based Fees | Student Life |
Dec 12, 2024 | Information / Guidance | Deans/Vice Presidents/Unit Business Officers meeting on 2025-26 Annual Resource Planning Process & University Financial Plan | Resource Planning |
Dec 13, 2024 | Tuition / Fees | University and Service Center Fee requests due to Financial Management | Units |
Dec 13, 2024 | Enrollment | Unit Graduate Enrollment Managers submit final enrollment targets for 2025-26, 2026-27 and 2027-28 to VPEM for consideration | Units |
Dec 2024 | Facilities / Space | Instructional Facilities Part II - The 3-year instructional facilities plan (2027, 2028 & 2029) is presented to the Executive Committee for approval for inclusion in the ARPP | Instructional Facilities Steering Committee |
Dec 2024 | Tuition / Fees | Senior Leadership approves 2025-26 housing rates | Resource Planning |
Jan 10, 2025 | Information / Guidance | Units submit BBF material to the Resource Planning Resource-Planning-ARPP@buffalo.edu | Units |
Jan 24, 2025 | Information / Guidance | Units need to submit materials by deadline as UPlan system will be closed for unit analysis prior to budget meetings | Units |
Jan 2025 | Facilities / Space | Instructional Facilities Part III – The 3-year instructional facilities plan (2027, 2028, 2029) is submitted as part of the ARPP | Instructional Facilities Steering Committee |
Jan 2025
| Enrollment | VPEM sends headcount enrollment data to Resource Planning | VPEM & Resource Planning |
Jan 2025
| Reporting | Quarterly Unit Dashboard 2024-25 | Resource Planning & Business Services |
Jan 2025 | Tuition / Fees | Student Life submits 2025-26 housing rates to Senior Leadership for approval | Student Life, Campus Living |
Jan 2025 | Tuition / Fees | Student Life submits 2025-26 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 2025 | Information / Guidance | Resource Planning analyzes unit input and projections and develop briefing documents for unit budget discussions | Resource Planning |
Early Feb 2025 | Information / Guidance | Senior Leadership provides feedback to units about topics to include in unit presentations | Resource Planning |
Feb 10, 2025 – Feb 21, 2025 | Tuition / Fees | Spring Student Consultations for 2025-26 Broad-Based Fees | Broad-Based Fee Stewards |
March 3-14, 2025
| Information / Guidance |
Unit Resource Planning meetings with President, Provost & VPFA
| Resource Planning |
March 2025 | Tuition / Fees | VPFA submits SUNY Broad-Based Fee request | Resource Planning |
March 2025 | SUNY | SUNY 2024-25 Revenue Target – (second re-projection) | Resource Planning & Business Services |
March 2025 | Multi-year Financial Plan | § Review of Multi-year Financial Plan open items (Part 2) for current year updates | Resource Planning |
March-April 2025 | 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 2025 | Reporting | Quarterly Unit Dashboard 2024-25 | Resource Planning & Business Services |
April 2025 | NY State | NYS Budget is approved | NY State |
April 2025 | SUNY | SUNY reviews enacted budget for compliance | SUNY |
April 2025 | Information / Guidance | FSA/Campus Dining & Shops budget approved by President, Provost and VPFA | Resource Planning |
April-May 2025 | Tuition / Fees | System administration leadership reviews proposed 2025-26 tuition rates | SUNY |
Early May 2025 | Information / Guidance | Provost & VPFA prepare Investment Proposal Outcome Letters | Resource Planning |
May 2025 | Unit Budgets | Resource Planning remind units to submit budgets to UPlan by system closure - due June 15th | 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 2025 | Tuition / Fees | Fee Requests submitted to SUNY if applicable | Resource Planning |
April 2025 | Tuition / Fees | Financial Management provides Fee Certifications | Financial Management |
April 2025 | Tuition / Fees | Delivery of reconciled winter share of tuition revenue | Resource Planning & OIA |
Early May 2025 | Information / Guidance | Investment Proposal Outcome Letters sent to units | Resource Planning |
May 2025 | SUNY | 2025-26 Revenue Target – Initial projection submitted to SUNY | Resource Planning, OIA & Financial Management |
May 28, 2025 | Information / Guidance | Deans/Vice Presidents/UBOs meeting on outcome of 2025-26 process | Resource Planning |
June 13, 2025 | Information / Guidance | Units submit a breakdown of summer allocation between Sutra and State Operating | Units |
June 2025 | Information / Guidance | Finalize 2025-26 Three-Year Plans | Resource Planning & Units |
June 2025 | Tuition / Fees | Resolution approved by Board of Trustees / Initialize 20254-26 tuition rulemaking process (45 day public comment period) | SUNY |
June 2025 | 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 2025 | Tuition / Fees | SUNY Board of Trustees approves 2025-26 tuition rates & BBF rates | SUNY |
June 2025 | Tuition / Fees | VPFA sends tuition rates communication to Deans/Vice Presidents/Vice Provosts | Resource Planning |
Mid-June to July 1, 2025 | Information / Guidance | Internal Financial Plan closed to prepare for 2025-26 deliveries | Resource Planning & Financial Management |
Early-July 2025 | Information / Guidance | Financial Management rolls Annual Allocation from 2024-25 to Annual & Fiscal Allocation for 2025-26 - this is the starting point for the 2025-26 budget | Financial Management |
Early-July 2025 | Information / Guidance | Delivery of items designated for “July 1 budget implementation” (including 2025-26 Investments) | Resource Planning & Financial Management |
July 2025 | Reporting | Quarterly Unit Dashboard 2024-25 | Resource Planning & Business Services |
July 2025 | Tuition / Fees | SUNY communicates approved 2025-26 Broad-Based Fee rates to campuses. VPFA communicates to units | SUNY |
Early August 2025 | Information / Guidance | OVPRED notifies Resource Planning that ICR shares are ready to be updated in the Internal Financial Plan | OVPRED |
Mid-August 2025 | Information / Guidance | 2024-25 ICR delivered | Resource Planning, Financial Management & OVPRED |
Mid-August 2025 | Tuition | Calculate new targets & enter base allocation commitment changes. Route to Provost & VPFA for review. Send email to UBOs. | Resource Planning |
Mid-August 2025 | Tuition Share | Calculate share of tuition rate increases due to units & enter in IFP | Resource Planning |
August 2025 | Tuition | Final 2024/25 tuition revenue vs targets report. Enter commitments for unit revenue share and TRSA. | Resource Planning |
August 2025 | Information / Guidance | Financial Management rolls over carryforward balances | Financial Management |
August 2025 | SUNY | Financial Management submits 2025-26 SUNY Form 1-Campus Financial Plan & Financial Management Strategies document to SUNY | Financial Management & Resource Planning |
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.