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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> Wednesday, December 13, 2023 3:24 PM<br>
<b>Subject:</b> [heads] HeadsUp SPBAC Notes 12.13.23<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Heads and Directors,<o:p></o:p></p>
<p class="MsoNormal">Here are my notes from the SPBAC meeting this morning.<o:p></o:p></p>
<p class="MsoNormal">I generally do not provide commentary with my SPBAC notes.<o:p></o:p></p>
<p class="MsoNormal">In this case I will make an exception to provide context for an ABOR document that was central to the conversation.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The first item you will encounter is a public ABOR document released on 12.12.23 and shared with SPBAC the day prior to the meeting.<o:p></o:p></p>
<p class="MsoNormal">In this document, ABOR proposes some sweeping financial management changes across all three universities (e.g., “elimination” of “highly decentralized budget systems” such as RCM and AIB in favor of “centralized financial planning”).<o:p></o:p></p>
<p class="MsoNormal">As you’ll see in my notes, the meeting ended with a successful “vote of confidence” in the recommendations of the General Faculty Financial Recalibration Committee.<o:p></o:p></p>
<p class="MsoNormal">These recommendations are less about sweeping changes and more about thoughtful adjustments to our financial activity.<o:p></o:p></p>
<p class="MsoNormal">As the process to “replace” or “adjust” AIB evolves, I will work with leadership to ensure input directly from heads and directors across campus.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">If you have any questions for me or need any clarifications, please reach out.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraphCxSpFirst" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level1 lfo1">
Pre-Meeting ABOR Document ABOR “University Financial Oversight Enhancements and Expectations”.<o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
This is a public document released by ABOR on 12.12.23. It was provided to SPBAC members prior to the meeting.<o:p></o:p></li></ol>
</ol>
<p class="MsoListParagraphCxSpMiddle" style="margin-left:1.75in;mso-add-space:auto;text-indent:-1.75in;mso-text-indent-alt:-9.0pt;mso-list:l0 level3 lfo1">
<![if !supportLists]><span style="mso-list:Ignore"><span style="font:7.0pt "Times New Roman"">
</span>i.<span style="font:7.0pt "Times New Roman""> </span></span><![endif]>See attached<o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<ol style="margin-top:0in" start="2" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
The document addresses financial management changes expected across all three universities.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
It should be noted that these are ABOR “proposals” that will likely be voted on soon by ABOR for adoption.<o:p></o:p></li></ol>
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level1 lfo1">
Strategic Initiatives Fund 2019-2024 (Presentation by Jane Hunter, VP, Strategic Initiatives)<o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
General BUDGET summary of SIF from 2019-2024.<o:p></o:p></li></ol>
</ol>
<p class="MsoListParagraphCxSpMiddle" style="margin-left:1.75in;mso-add-space:auto;text-indent:-1.75in;mso-text-indent-alt:-9.0pt;mso-list:l0 level3 lfo1">
<![if !supportLists]><span style="mso-list:Ignore"><span style="font:7.0pt "Times New Roman"">
</span>i.<span style="font:7.0pt "Times New Roman""> </span></span><![endif]>See attached<o:p></o:p></p>
<ol style="margin-top:0in" start="2" type="1">
<ol style="margin-top:0in" start="2" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
Additional information available at <a href="https://strategicplan.arizona.edu/">
https://strategicplan.arizona.edu/</a><o:p></o:p></li></ol>
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level1 lfo1">
General Faculty Financial Recalibration Committee (Presentation by Dr. Gary Rhodes, Chair)<o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
Review of the recommendations of the committee.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
Discussion of the recommendations.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
Two documents listing the specific recommendations were made available after the meeting.<o:p></o:p></li></ol>
</ol>
<p class="MsoListParagraphCxSpMiddle" style="margin-left:1.75in;mso-add-space:auto;text-indent:-1.75in;mso-text-indent-alt:-9.0pt;mso-list:l0 level3 lfo1">
<![if !supportLists]><span style="mso-list:Ignore"><span style="font:7.0pt "Times New Roman"">
</span>i.<span style="font:7.0pt "Times New Roman""> </span></span><![endif]>See attached<o:p></o:p></p>
<ol style="margin-top:0in" start="4" type="1">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level1 lfo1">
Additional Data Analysis (Presentation by Dr. Price Fishback, SPBAC member)<o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
Presentation of trends in employee FTE (admin, t/te faculty, career track faculty, staff)<o:p></o:p></li></ol>
</ol>
<p class="MsoListParagraphCxSpMiddle" style="margin-left:1.75in;mso-add-space:auto;text-indent:-1.75in;mso-text-indent-alt:-9.0pt;mso-list:l0 level3 lfo1">
<![if !supportLists]><span style="mso-list:Ignore"><span style="font:7.0pt "Times New Roman"">
</span>i.<span style="font:7.0pt "Times New Roman""> </span></span><![endif]>This document will be made available soon.<o:p></o:p></p>
<ol style="margin-top:0in" start="5" type="1">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level1 lfo1">
Vote of Confidence in General Faculty Financial Recalibration Committee Recommendations<o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
A motion was made for a “vote of confidence” in the GFFRC recommendations.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
The motion passed.<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
The intent is for the SPBAC vote in support of the GFFRC recommendations be relayed to President Robbins prior to his address to ABOR later today.<o:p></o:p></li></ol>
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level1 lfo1">
Additional Notes and Documents<o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
Merit Aid Models<o:p></o:p></li></ol>
</ol>
<p class="MsoListParagraphCxSpMiddle" style="margin-left:1.75in;mso-add-space:auto;text-indent:-1.75in;mso-text-indent-alt:-9.0pt;mso-list:l0 level3 lfo1">
<![if !supportLists]><span style="mso-list:Ignore"><span style="font:7.0pt "Times New Roman"">
</span>i.<span style="font:7.0pt "Times New Roman""> </span></span><![endif]>This document provides a review of the proposed options for reducing costs in merit aid.<o:p></o:p></p>
<ol style="margin-top:0in" start="6" type="1">
<ol style="margin-top:0in" start="1" type="a">
<ol style="margin-top:0in" start="1" type="i">
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level4 lfo1">
See attached.<o:p></o:p></li></ol>
</ol>
</ol>
</ol>
<p class="MsoListParagraphCxSpMiddle" style="margin-left:1.75in;mso-add-space:auto;text-indent:-1.75in;mso-text-indent-alt:-9.0pt;mso-list:l0 level3 lfo1">
<![if !supportLists]><span style="mso-list:Ignore"><span style="font:7.0pt "Times New Roman"">
</span>ii.<span style="font:7.0pt "Times New Roman""> </span></span><![endif]>This was a follow-up document for a previous meeting and was not presented at this SPBAC meeting, though it was referenced many times as one element of a plan for reduction of
spending overall.<o:p></o:p></p>
<ol style="margin-top:0in" start="6" type="1">
<ol style="margin-top:0in" start="2" type="a">
<li class="MsoListParagraphCxSpLast" style="margin-left:.25in;mso-add-space:auto;mso-list:l0 level2 lfo1">
ABOR 12.13.23 Meeting: The ABOR Meeting (and President Robbins Report) will livestream Dec 13 at 5:00pm at the following link:
<a href="https://www.youtube.com/user/abornews">https://www.youtube.com/user/abornews</a><o:p></o:p></li></ol>
</ol>
<p class="MsoNormal"><o:p> </o:p></p>
<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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