Project Teams

Common Solutions Oversight Group 

Comprised of staff and managers from both academic departments and administrative units, the role of the Oversight Group is to carry out the mission of Common Solutions: to identify common business needs in academic departments and to locate existing solutions that could be offered more broadly to other interested units. The Oversight Group plays a strategic role in setting priorities, framing the work of the project teams, engaging stakeholders on an ongoing basis, and ensuring that the inventory of tools is shared comprehensively across campus, and especially with the users who need them most.  

Common Solutions Oversight Group Project Team:

Name

Home Department

Role on Oversight Group

Roia Ferrazares

Journalism

Chair, Oversight Group

Allison Covington

College of Natural Resources Liaison, Academic Personnel Project Team

Andrea Lambert

Office of the EVCP Liaison, Office of the EVCP

Laura Slakey

Letters & Science Member

Documents:

Current Project Teams

Academic Personnel Tools Project Team 

With representation from academic departments and the campus Academic Personnel Office, the Academic Personnel Tools 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.

For more information about academic personnel tools identified and vetted by the AP Tools Project team, visit the Academic Personnel Tools Inventory

Academic Personnel Tools Project Team:

Name

Home Department

Role on Project Team

Ardaan Locht

College of Natural Resources

Chair

Allison Covington

College of Natural Resources

Academic Personnel SME
CS Oversight Group Liaison

Teresa Gonzalez

College Of Engineering

Academic Personnel SME

Mary Hsueh

Biosciences

Academic Personnel SME

Emma Lindley

Mathematics

Academic Personnel SME

Hanna Knight

College of Letters and Science

Academic Personnel SME

Monica Warde

Physics

Academic Personnel SME

Documents:

Manager Tools Project Team

Team scope and duties in development at this time

Manager Tools Project Team:

Name

Home Department

Role on Oversight Group

Megan Amaral

Energy & Resources Group (ERG)

Co-Chair

Sandi Ketchpel

Goldman School of Public Policy Co-Chair

Emily Schwarz

School of Public Health
Holli Griffin Strauss Department of Mathematics
Kathy Mendonca

Human Resources Learning & Development

Nicole Lowy Department of Nutritional Sciences & Toxicology
Sara Harmon CalTeach
Susan Grand D-Lab
Valerie Ventre-Hutton

Regional Shared Services, Region 4

Laura Slakey

Letters and Science, Statistics

CS Oversight Group Liaison

Documents:

Past Project Teams

Monthly Management Reports & Cal Answers GL Financials Project (2016-17)

The Common Solutions Monthly Management Report group was tasked with ensuring that the monthly financial reports meet the needs of local financial analysts and managers. Prior to this project, financial staff across campus used 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 knew it needed to begin the transition to accessing financial information in the more flexible and analytical reporting tool known as Cal Answers.

This group was comprised of financial staff from a range of academic units who provided feedback on the design of a new Cal Answers General Ledger Financials dashboard (which provides the same information found in the most useful BAIRS reports), prompts and columns to customize the dashboard. This group collaborated closely on the dashboard requirements, provided user acceptance testing, and contributed to communications and learning materials. 

More information about the Cal Answers Financials tool can be found on the Finance Tools Inventory

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

Financial Planning and Analysis

Cal Answers SME

Jenny Su

Financial Planning and Analysis

Cal Answers SME

Elise Woods

University Library

Finance SME

Documents:

Finance Tools Project Team (2016-2018)

With representation from campus departments and the Office of the Chief Financial Officer, the Finance Tools project team worked 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 Project Team:

Name

Home Department

Role on Project Team

Nikki Humphreys

Bioengineering

Chair

Heidi Hallett

Office of the CFO

CFO Representative

Monica Porter

School of Optometry Finance SME

Patrick Richards

University Health Services

Finance SME

Yukiko Vandeman

Psychology

Finance SME

Documents:

Commitments Database Project (2016-2018)

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.

More information about the Commitments Database tool can be found on the finance tools inventory

Commitments Database Project Team:

Name

Home Department

Role on Project Team

Terrence Ireland

College of Letters & Science

Co-chair

Amy Robinson

College of Letters and Science

Co-chair

Sharon Gillars

Biosciences Divisional Services

Finance SME

Karin Hansen

College of Letters & Science

Application Developer

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: