UBCO Finance and Operations News

2014-15 UBC Budget Approved by Board of Governors

The 2014-15 UBC budget has been approved by the Board of Governors also provides an annual update on the financial context and outlook of the University. View the Letter to the Community / Budget Pack (PDF).

Announcing Finance and Operations changes

The following update  outlines several significant changes in the AVP Finance and Operations  portfolio on the Okanagan campus, involving Finance, Risk Management Services,  Campus Security, and the creation of a new department overseeing all ancillary business units on  campus.

Two new Finance directors

Last summer I announced a major restructuring of finance  operations on the Okanagan campus. The resulting changes led to the creation  of:

  1. The Budget and Strategic Decision Support team  responsible for the overall campus budget, 10-year financial outlook and high-level financial and operational support for the campus executive
  2. The integrated and distributed model with a team  of Finance Managers embedded within the faculties and administrative  departments they support that is connected to a central Finance organization.
  3. The Payment and Procurement Services team  responsible for the transactional elements of Accounts Payable, Payroll and Purchasing

In reviewing the delivery of Finance services over the past  year, it has become apparent that there are two distinct leadership roles that  require dedicated Directors: Finance Strategies (item 1 above) and Finance  Operations (items 2 and 3 above).

As a result, I am pleased to announce the  appointment of Curtis Morcom as Director, Finance Strategies, and Carri Lawrence  as Director, Finance Operations.

Both Curtis and Carri emerged as the clear  winners of a highly competitive search process and I would like to thank them  for serving in interim leadership roles during the reorganization of the  Finance department.

Business Operations

Changes in the Student Services portfolio, announced yesterday, include the move of the  following ancillary services to the Finance and Operations portfolio:

  • Student Housing
  • Conferences and Accommodations
  • Food Services

This created an opportunity to reassess how the Finance and  Operations portfolio is structured, and that has driven a variety of changes.  These include creation  of a new Business Operations team and merging of Risk  Management Services and Security to become one unit.

I am pleased to announce that Shannon Dunn has been appointed Director,  Business Operations. Since mid-2013, Shannon has been seconded to serve as  Director, Capital Planning, and was formerly Director, Student Housing and  Hospitality Services. In her new role, she will oversee all ancillary services (student  housing, conferences and accommodations, food services, parking and the  Bookstore) on the Okanagan campus.

In recognition of the significant role of  student housing, Conferences and Accommodations, and  Food Service operations, Shannon will have a  dual report to Andrew Parr, Managing Director of Student Housing and  Hospitality Services in Vancouver, as well as to myself.

View Finance and Operations organizational chart

In addition to the reporting  structure outlined above, a strategic governance committee will be established  to provide overall direction for the Business Operations team. Recognizing  the commitment to the student experience on the Okanagan campus and the  operational responsibility of the Bookstore from the Vancouver campus, the committee  will consist of:

  • Shannon Dunn, Director, Business Operations
  • Michael Shakespeare, AVP, Finance and Operations
  • Andrew Parr, Managing Director, Student Housing and Hospitality Services
  • Ian Cull, AVP Students
  • Debbie Harvie, Managing Director, University Community Services

Risk  Management Services and Security become one unit

Campus Security is being merged with Risk Management Services (formerly  Health, Safety and Environment) with a new Associate Director position being created  to manage all security and risk management services on the Okanagan campus.  This position will report to Shelley Kayfish, Director, Campus Operations and  Risk Management.

As a result of the changes to the Parking and Security portfolios, the position  of Associate Director, Parking and Security, currently held by Garry Appleton,  has been eliminated. I’d like to thank Garry for his years of service developing  an outstanding and efficient system of parking and security services for the  Okanagan campus and wish him well in his future endeavours.

I am confident the changes announced today will provide new leadership  focus and organizational alignment to deliver highly-effective services that best  meet the needs of today’s students, faculty, staff, and UBC as a whole. Please join  me in congratulating Curtis, Carri and Shannon on their new positions.

Sincerely,

Michael Shakespeare

Associate Vice-President, Finance and Operations

IT Helpdesk – New Workflow Entry Forms

On Monday, February 24th, we launched the first two streamlined IT-related staff onboarding and offboarding workflow forms in the IT Helpdesk system.  The purpose of the new workflow forms is to provide a streamlined process for provisioning/deprovisioning services and equipment for onboarding and offboarding staff.

The first two forms to launch were the New to UBC and Leaving UBC forms.  When you complete either of the new workflow forms, a single ticket is created, off of which we will create multiple work orders to provision or deprovision equipment and services as requested.  This means you can now follow the entire process, end-to-end, on a single ticket.  In addition, you will be notified by the system as each step in the process is completed, and its associated work order is closed.

The Leaving UBC form also takes advantage of the recorded information we have in our system to advise the requestor of what IT services and roles were associated with the exiting employee.  This will enable the requestor to make informed decisions on what items need to be transferred or discontinued.

We’ve put forth a high degree of effort to make the forms easy to use and self-explanatory.  Documentation is always important, though, so the following FAQ articles are also available:

The new workflow-based forms are accessible via our new streamlined main interface page, which launched at the same time as the new forms:

What’s Next?

We are currently working on the third form in this group, Transferring In/Out [final name to be determined].  This form will provide a workflow-based approach to reporting that an employee is transferring into, or out of, a department.  As with the Leaving UBC form, the Transferring In/Out form takes additional advantage of the recorded information we have in our system to assist in the smooth transition of services as an employee moves between departments, while incurring little-to-no service downtime for the employee.

Feedback

No system is ever perfect, and we really do love to get feedback.  I encourage you to send us your feedback about these new forms, or any other aspect of our system, by using the Feedback link from the Main Menu of the system.

New websites for Finance and Payment & Procurement Services

New websites have been launched to assist in understanding the recent restructuring of Finance and Payment and Procurement Services.

The Finance site (finance.ok.ubc.ca) focuses on Budget and Reporting, Strategic Decision Support, Research and Trust Accounting, and Finance Training/Registration.

The Payment and Procurement Services site (pps.ok.ubc.ca) focuses on Payables, Payroll, Revenue Accounting, Strategic Sourcing, Systems and Securing, Travel and Expense, and Finance Training/Registration.

The two sites are linked to one another for easy access, and both provide detailed information that will assist you in being successful with your financial task at hand. The teams look forward to helping with any financial questions you have and finding solutions that meet your needs.

Finance (finance.ok.ubc.ca)

Areas of focus:

  • Budget & Reporting
  • Strategic Decision Support
  • Research & Trust Accounting
  • Finance Training/Registration

Payment and Procurement Services (pps.ok.ubc.ca)

Areas of focus:

  • Payables
  • Payroll
  • Revenue Accounting
  • Strategic Sourcing
  • Systems & Securing
  • Travel & Expense (T&E)
  • Finance Training/Registration

Several Okanagan admin units reorganized to focus on campus operations & planning

Further to the recent Heads Up email to supervisors announcing a number of  exciting reorganizations on the Vancouver and Okanagan  campuses, the following communication provides additional context of those  changes relevant to the Okanagan community.

As of January 2, 2014, the  following changes will be in place:

A new name

The renaming of the  Administration and Finance portfolio, which will become Okanagan Finance and Operations, a title better aligned with the priorities and true  nature of the portfolio.

View the new organizational chart (PDF)

Campus Operations and Risk Management

This unit,  to be led by Shelley Kayfish as Director, Campus Operations and Risk  Management, will focus on providing great campus experiences while ensuring a  healthy and safe campus environment. Reporting to Shelley will be:

  • Facilities Management (Roger Bizzotto)
  • Parking & Security (Garry Appleton)
  • Risk Management Services (a new unit which will formally  include Enterprise Risk Management and Continuity Planning)
  • Campus Mail (maintaining a dual report with  Campus Mail in Vancouver)

Campus Planning and Development

This unit  will report jointly to the AVP Finance and Operations and the AVP Campus and  Community Planning in Vancouver, and will be responsible for long-range  planning (for example, the Okanagan Campus Master Plan), capital planning,  space planning, project management and operational sustainability.

A search  will begin for a Director to lead this unit and oversee various future-oriented  campus planning and infrastructure development functions already taking place  within the AVP Finance and Operations portfolio and to closely work with local  internal and external stakeholders including the City of Kelowna.  Reporting to the Director will be:

  • Sustainability Operations (Leanne Bilodeau)
  • Project Management (Justin Allaire)
  • Space Coordination (Laural Friesen)
  • Campus Planner (new position)

Other changes

  • The  Okanagan Ceremonies and Events unit led by Alanna Vernon will report to  University Relations.
  • Sue  Belton, Curator of the Okanagan Public Art Collection, will report to the Chief  Librarian.
  • Lisa  Colby has been appointed Managing Director, Housing and Relocation Services and  will jointly report to the VP Human Resources and to the Vice-Provost, Academic  Affairs. Lisa will continue to remain Acting AVP, Campus and Community  Planning, until a new leader is appointed in the New Year.
  • Gabrielle  Armstrong is now Senior Manager, Consultation, and will provide system-wide  consultation support for Campus Planning using processes tailored to the unique  nature of each consultation exercise, while still meeting procedural  requirements of applicable legislation and regulations. The unit will provide  reports to the Board on major land-use decisions, both at the summary and at the  detail level.
  • An  integrated Communication unit is being created for Vancouver’s Finance,  Resources and Operations portfolio, in line with the communication strategy  suggested in the President’s letter to the community this fall.

Please join  me in congratulating the existing and newly appointed leaders and in wishing  them well in their exciting mandates.

 

Michael Shakespeare

Associate Vice-President, Finance and Operations

Okanagan Campus