ALVSCE Performance Guide

CALES All Funds Budget & Operating Performance Guide
Data-Informed Decisions and Equity of Contribution Towards Our Mission Delivery 

Purpose & Goal  

The CALES All Funds Budget & Operating Performance Guide is to help us understand our college multi-year activity-based financial state across our teaching and research missions.  
The goal for this document is to provide transparency and understanding for units to enable and empower data-informed decision-making. 

Changes of Note

Instruction Overview and Research Overview Performance Guide sections detail changes in AIB business rules per metric.  This report restates Fiscal Years 2020-2022 under the AIB methodology with data published in the AIB Analytics dashboards, although RCM methodology was used in practice until Fiscal Year 2023 when UA moved to the AIB framework. Major changes from prior RCM budgeting reporting to this AIB methodology are summarized below.

CHANGES TO RETURN ON INSTRUCTION:

  • Return on Instruction under RCM presents gross revenues as calculated from UG and Grad SCH and Majors.  Return on Instruction under AIB presents net revenues as calculated from UG and Grad SCH, Degrees and Enrollment. 
  • Business rules under RCM calculated SCH contribution through the unit that paid the instructor (RCM FY22 rate per UG SCH ~$267,) AIB business rules follow course ownership method for SCH (AIB FY22 rate per UG SCH $185.) 
  • Enrollment headcounts (majors) are proportionally divided and distributed to budget owning unit under AIB if a student has more than one major. Degrees awarded are new to AIB and were not factored into RCM budgets (RCM FY22 UG major ~$1,107, AIB FY22 UG on campus major $350, AIB FY22 UG on campus degree $3,000.) 

CHANGES TO RETURN ON RESEARCH:

  • Return on Research differences in reporting from prior versions of Performance Guide can be attributed to changes in reporting structure.  
  1. Ex 1:  Hierarchy for FY22 changes  in research returns under AIB no longer include AZ Vet Diagnostic Lab which reports under RII under AIB. 
  2. Ex 2:  Previous ties between academic units and AES are delineated now that AES is a College level reporting hierarchy since FY23.

How to Use

The Guide has three sections on the following performance areas for activity-based budgeting:

  • Instruction
  • Research
  • Combined

Please click on the sections below to view the corresponding dashboards.

Other Versions

View historical and printable versions of the Guide

Current Data Set: Fiscal Year 2023 (uses AIB Model, presents FY2020-2023 under AIB metric calculations)

Considerations  

This document will be continually revised to better attain this goal and provide current figures.  It is not for measuring or evaluating specific faculty or program performance.  The figures in this document are limited to Teaching & Research.

Questions  

This guide was created by Division Business Services and the ALVSCE Planning, Consulting, and Data Solutions Team in partnership with Career and Academic Services (CAS) and Research Administration. We welcome your feedback. Should questions or concerns arise, be sure to direct them to:

  • Janis Rutherford - Finance
  • Jim Hunt - Instruction
  • Jon Chorover - Research
  • Tara Mysak - Data

Related Reports:

 

 


Note: Click into the data table you want to download, and then click the button above; a dialog in the dashboard will appear to confirm/proceed with your download.

 

 

 


Note: Click into the data table you want to download, and then click the button above; a dialog in the dashboard will appear to confirm/proceed with your download.

 

 

 


Note: Click into the data table you want to download, and then click the button above; a dialog in the dashboard will appear to confirm/proceed with your download. .

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