Academic Personnel Tools Project Teams

Academic Personnel Inventory Project

With representation from academic departments and the campus Academic Personnel Office, the Academic Personnel Tools Inventory project team works to: 1) provide a campus-vetted set of tools, including templates, database models, and automated programs to share best practices, provide training materials and user guides, inspire the creation of new tools, and build efficiencies in the UC Berkeley academic personnel enterprise; and 2) build a sense of community among the academic personnel professionals on campus, and enable better communication and shared knowledge between units.

Academic Personnel Project Team:

Name

Home Department

Role on Project Team

Sandi Ketchpel

Goldman School of Public Policy

Co-chair

Stacey Shulman

College of Engineering

Co-chair

Roia Ferrazares

School of Journalism

CS Oversight Group Liaison

Hanna Knight

School of Journalism

Academic Personnel SME

Nicole Lesser

Academic Personnel Office

APO Representative

Ardaan Locht

College of Natural Resources

Academic Personnel SME

Kristen Romero

Haas School of Business

Academic Personnel SME

Alana Silva

College of Letters and Science

Academic Personnel SME

Brian Underwood

Physics

Academic Personnel SME

Documents:

Budget/Finance Tools Project Teams

Commitments Database Project

The College of Letters & Science has, over the past three years, developed an online database that helps to document, track, and process funding commitments. The Commitments Database was built as an easily accessible and intuitive tool, that facilitates multi-year planning. Within the past year, L&S has expanded development of the tool to include revenue and expense planning functionality. In combination with beginning fund balance data, the user has the ability to run a comprehensive financial report for the current fiscal year across multiple future years. The tool is not intended to replace the existing budget system (CalPlanning), but rather to give units an effective planning tool that can inform their interaction with CalPlanning and that will ultimately feed directly into the system.

After an initial phase of heavy use in L&S, the Commitments Database has more recently expanded to units outside of the College, including the colleges of Engineering and Chemistry. The goal of this Common Solutions project is to increase awareness of this tool among campus units, to gauge interest, and to establish a strategy for accommodating, on a voluntary basis, larger numbers of users. Specifically, the project team is tasked with outreach to potential user groups (academic and administrative), identification of modifications that may improve user experience or address the needs of potential users, and establishing a strategy for ongoing governance, maintenance, support and communications issues. For the foreseeable future, responsibility for system development will remain with L&S, but there is a representation from the Office of the CFO on the project team to ensure that our efforts are aligned with central campus efforts.

Commitments Database Project Team:

Name

Home Department

Role on Project Team

Terrence Ireland

College of Letters & Science

Co-chair

Wanda Nieters

L&S Math and Physical Science

Co-chair

Sharon Gillars

Biosciences Divisional Services

Finance SME

Karin Hansen

College of Letters & Science

Application Developer

Heidi Hoffman

College of Letters & Science

Database Owner

Anil More

Physics

CS Oversight Group Liaison

Elisabeth Remick

Campus Budget Office

CBO Representative

Tricia Rogers

College of Engineering

Finance SME

Diane Soper

Townsend Center

Finance SME

Holli Lee Strauss

Political Science

Finance SME

Documents:

Monthly Management Reports & Cal Answers GL Financials Project

The Common Solutions Monthly Management Report group is tasked with ensuring that the monthly financial reports meet the needs of local financial analysts and managers. Currently, finance staff across campus use a variety of methods to view, reconcile, and report their unit’s financial activity (e.g. BAIRS standard reports, custom BAIRS queries, SmartView, etc.). With the retirement of BAIRS rapidly approaching, the campus must begin the transition to accessing financial information in the more flexible and analytical reporting tool known as Cal Answers.

This group is comprised of financial analysts from a  range of academic units who  provide feedback on the design of a new Cal Answers GL Financials dashboard (which will provide the same information found in the most useful BAIRS reports), prompts and columns that can be used to customize the dashboard, as well as important financial fields needed when creating ad hoc reports. This group will sign off on the dashboard requirements, provide user acceptance testing and contribute to communications and learning materials. The benefits of beginning this analysis and testing now will allow campus users to utilize both their existing BAIRS reports and the new Cal Answers dashboard. A period of time with access to both reporting applications will contribute to a smooth transition from BAIRS to Cal Answers Financials for the entire campus financial community.

Monthly Management Reports Project Team:

Name

Home Department

Role on Project Team

Dat Le

College of Engineering

Co-chair

Wanda Nieters

L&S Math and Physical Science

Co-chair

Joacim Benitez

Haas School of Business

Finance SME

Joel Cruz

Physics

Finance SME

Paula Floro

Linguistics

Finance SME

Alfred Jocson

Strategic Program Management

BAIRS Reporting SME

Nikki Humphreys

Bioengineering

CS Oversight Group Liaison

Teal Sexton

Strategic Program Management

Cal Answers SME

Jenny Su

Strategic Program Management

Cal Answers SME

Elise Woods

University Library

Finance SME

Documents:

Finance Tools Inventory Project

With representation from academic departments and the campus Chief Financial Officer’s office, the  Finance Tools Inventory project team works to 1) provide campus finance users with a set of vetted tools for their financial planning and analysis needs; 2) provide training materials and user guides for these tools, as well as best practices; and 3) develop a means for campus finance users to identify useful finance tools as they become available for the online inventory.

Finance Tools Inventory Project Team:

Name

Home Department

Role on Project Team

Nicole Cernok

L&S Social Sciences

Co-chair

Monica Porter

Haas School of Business

Co-chair

Annabelle de la Rosa

College of Chemistry

Finance SME

Andrea Lambert

Office of the EVCP

CS Oversight Group Liaison

Edgar (Johnny) Molina

Mechanical Engineering

Finance SME

Devins Panton

Art Practice / Music

Finance SME

Jenny Su

Strategic Program Management

Cal Answers SME

Yukiko Vandeman

Psychology

Finance SME

Documents: