Beginning in February, the CFO will host the following 11 budget conferences for support units and auxiliaries, organized by officers:

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1 To: From: Support Unit Vice Presidents Ken Kaiser, CFO and Treasurer Date: January 4, 2016 Re: Support Unit Budget Conferences and FY17 Budget Preparation It is time to begin building the FY operating budget and preparing for our annual budget conferences. Support unit budget conferences will be scheduled throughout the month of February and finish the second week of March in time for Revenue Center conferences to begin in April. The timing is necessary to present a budget draft for the Board of Trustees committee at their May meeting. In accordance with the budget model, each budget conference will be attended by representatives of the university community, including faculty, deans and administrators who will assist in developing recommendations for the university budget. The final budget will be approved by the Board of Trustees at the July 12, 2016 session. Budget conferences provide an opportunity for your portfolio to note major accomplishments over the past year, outline plans for the upcoming year, and address issues and metrics through strategic plans. Deans and faculty have provided very useful feedback the past two years which has helped us to implement improvements in our process, presentations and assessments. In our continued effort to streamline voluminous information into consumable measures we are asking each university officer to facilitate their own pre-conference meeting with their associate vice presidents and vice provosts. This will ensure that strategic priorities, planning and funding requests are better coordinated within and across each officer s portfolio. The actual budget conferences hosted by the CFO should reflect the mission critical information and budget data for the portfolio as a whole. If a unit is planning to request new budget dollars, the officer should plan to prioritize needed funds and focus on pitching their proposal during the budget conference. Beginning in February, the CFO will host the following 11 budget conferences for support units and auxiliaries, organized by officers: Provost Support Units: Libraries & TU Press Provost Support Units: Assessment & Institutional Research, Faculty Affairs, IDEAL, Provost Communication, University College & Digital Education Provost Support Units: Graduate School, Undergraduate Studies, Financial Aid, Enrollment Mgt, International Affairs EVP/COO: Capital Projects, Construction, Facilities and Operations EVP/COO: Athletics, Business Services and Operations

2 Institutional Advancement and Alumni Relations Computer Services CFO Research Strategic Marketing and Communications Student Affairs Support Unit submission on behalf of For each budget conference you will need to do two things: 1) Complete the enclosed workbook and submit five business days in advance of your conference. You may wish to have each budget unit head complete one workbook. 2) Prepare your presentation of the data submitted in the workbook. If you wish to organize your budget conference presentation using PowerPoint slides we recommend 5 to 10 slides illustrating and summarizing the highest priority content from all workbooks submitted: Year in Review - accomplishments for the current year including a summary of your unit s spending with a comparison to budget. Discuss new initiatives as well as efficiencies realized with related metrics. Planning & Priorities Funding Request indicate new or additional funding requests for FY2017. Requests should be accompanied by a plan for which progress can be measured. Priority will be given to those that support and coordinate with the university s fiscal and academic plans. Requests for restoring budgets to previous levels will not be considered. If positions are included as part of your funding request please include a hiring plan and calculate benefits. If you received a funding award in the previous 2 years you will be reporting on outcomes to date within the workbook. As always, do not hesitate to contact us with questions. The workbook which includes your proposal for funding should be limited to ten pages and must be submitted electronically to TempleBudget@temple.edu at least five business days before the scheduled budget conference. Your submitted documents will be shared with those who will participate in your budget conference. We appreciate your continued support and engagement.

3 Support Unit submission on behalf of A. Mission and Purpose: B. Essential Functions & Support Services (you may wish to submit an org chart with FTE headcount with this workbook): C. FY2016 Year-to-Date Major Accomplishments and Metrics: (e.g., service excellence, tracking use of services, utilization rates, cost-savings, process improvements) D. Current and Expected Financial Outlook: (Any challenges on the horizon e.g., legislative, compliance, market shifts, enrollment trends) E. Capital Project and Facilities Priorities (if applicable): (Renovation, renewal & construction projects over $50,000) F. Report Outcomes from Funds Awarded in FY2015 or FY2016 (if applicable):

4 Support Unit submission on behalf of G. Goals for FY2017 H. FY2017 Funding Request(s): Brief Purpose for Funds Amount Recurring or One-time Rationale & Plan (limit to 1 page)

5 I. Budget Summary (complete for each department) Support Unit submission on behalf of Fee Income Auxiliary Revenue Other Revenue Total Compensation Benefits Non-Compensation Total Budget Margin Ending Carryover Balance Plan for Use Budget Forecast Revenues Expenditures Variance Fiscal 2017 Budget Reserves FY2012 FY2013 FY2014 FY2015