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<p class="MsoNormal">FYI, for open distribution.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">David<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="mso-ligatures:none">David W. Galbraith, PhD</span></b><span style="mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="mso-ligatures:none">Interim Director</span></b><span style="mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">School of Plant Sciences | College of Agriculture and Life Sciences<br>
THE UNIVERSITY OF ARIZONA<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">Forbes 303 | 1140 E. South Campus Dr.<br>
PO Box 210036 | Tucson, AZ 85721<br>
Phone 520-205-1962 (Cell) <o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none"> <o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="mso-ligatures:none">We respectfully acknowledge the University of Arizona is on the land and territories of Indigenous peoples. Today, Arizona is home to 22 federally recognized tribes, with Tucson being home to the O’odham
and the Yaqui. Committed to diversity and inclusion, the University strives to build sustainable relationships with sovereign Native Nations and Indigenous communities through education offerings, partnerships, and community service.</span></i><span style="mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none"> <o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> prov_heads_1-request@list.arizona.edu <prov_heads_1-request@list.arizona.edu>
<b>On Behalf Of </b>Liaupsin, Carl J - (liaupsin)<br>
<b>Sent:</b> Saturday, December 2, 2023 4:03 PM<br>
<b>Subject:</b> [heads] Update: HeadsUp: SPBAC Nov 29th Meeting Notes<o:p></o:p></span></p>
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</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Heads and Directors,<o:p></o:p></p>
<p class="MsoNormal">I am attaching a file from the SPBAC meeting that was not available when I sent my initial email.<o:p></o:p></p>
<p class="MsoNormal">This spreadsheet is in reference to item 1c in my notes.<o:p></o:p></p>
<p class="MsoNormal">The spreadsheet shows the FY 2019-2023 unrestricted revenues, expenses, and fund balances (reserves) of units across the campus.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal"><span style="mso-ligatures:none">Carl Liaupsin, Ed.D.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">Professor and Head, Disability and Psychoeducational Studies<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">Executive Director, HeadsUp Network<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">College of Education<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">University of Arizona<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none"><a href="mailto:liaupsin@arizona.edu">liaupsin@arizona.edu</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">520-626-3810<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> Liaupsin, Carl J - (liaupsin)
<br>
<b>Sent:</b> Friday, December 1, 2023 1:30 PM<br>
<b>Subject:</b> HeadsUp: SPBAC Nov 29th Meeting Notes<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Heads and Directors,<o:p></o:p></p>
<p class="MsoNormal">See below my notes from the Nov 29<sup>th</sup> SPBAC meeting. There are two attachments.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b>SPBAC Meeting Nov 29, 2023<o:p></o:p></b></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l0 level1 lfo3">
Additional Clarifications on University Budgets as per questions submitted by SPBAC members.<o:p></o:p></li></ol>
<ol style="margin-top:0in" start="1" type="1">
<ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level2 lfo6">
Further clarification of “Cash on Hand Metric” (Lisa Rulney; VP Financial Affairs and CFO) (See attached slides)<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level2 lfo6">
Review of “All Funds” budgeting process (Garth Perry; VP/Chief Budget Officer) (See attached slides)<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level2 lfo6">
Clarification of how college/division spending (surplus/deficit) is a function of revenues, expenses, and reserves.<o:p></o:p></li></ol>
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level1 lfo6">
Update to Net Tuition Revenue modeling related to merit aide (Kasey Urquidez; VP Enrollment Management)<o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level2 lfo6">
New Net Tuition Revenue modeling could reduce costs by up to $10M.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level2 lfo6">
Suggestions to reduce or eliminate other awards could save an addition $1M.<o:p></o:p></li></ol>
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level1 lfo6">
Discussion of pros and cons of strategic options presented at the previous meeting.<o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level2 lfo6">
President Robbins confirms that a decision on these specific options is not required for inclusion in the Dec 15 report to ABOR.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level2 lfo6">
SPBAC members asked questions about the range of options.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level2 lfo6">
Discussion to continue.<o:p></o:p></li></ol>
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level1 lfo6">
End of Meeting<o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l2 level2 lfo6">
The co-chairs of SPBAC confirmed that committee members can share (outside the committee) the slides and financial information from the meeting.<o:p></o:p></li></ol>
</ol>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="mso-ligatures:none">Carl Liaupsin, Ed.D.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">Professor and Head, Disability and Psychoeducational Studies<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">Executive Director, HeadsUp Network<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">College of Education<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">University of Arizona<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none"><a href="mailto:liaupsin@arizona.edu">liaupsin@arizona.edu</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">520-626-3810<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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