UNIVERSITY PLANNING AND BUDGETING

MISSION:  To support Western Washington University’s strategic goals by sharing accurate, timely and complete information and analyses to guide planning, decision-making, policy development and the allocation of financial resources at Western. 

VISION:  Our vision is to provide the highest quality information and analyses to  University leadership in order to promote the optimal acquisition and management of financial resources.

VALUES:  The Office of University Planning and Budgeting (UPB) values the highest level of professional standards and ethical conduct; responsive, high-quality customer service; collaboration and mutual respect; open communication and access to information; a knowledgeable workforce developed through education and training; continuous improvement of processes; and personal responsibility for our performance in serving customers.

ROLES:  UPB provides budget, financial planning and analysis functions for Western Washington University, including Western’s position relative to comparator institutions.  The office reports directly to the President and works closely with the Provost, division Vice Presidents, college Deans, Governmental Relations, the Equal Opportunity Office, Directors, the Capital Budget Office, University Financial Services, Institutional Research, Human Resources, the Assistant Attorney General, Administrative Computing Services, and the University’s Internal Auditor.

UPB has responsibility for recommending budget policy to the President within the guidelines established by the State of Washington.  UPB develops and implements approved policies governing resource allocation for operating budgets, provides education and training campus-wide, and works in close consultation with the President and Vice Presidents in analyzing and recommending strategies relating to legislative funding requests.

Other primary activities include producing and monitoring the university’s biennial operating budget request and annual budget plans; providing financial planning and analysis for the university as a whole, serving as a primary information resource to state executive and legislative offices; and completing and submitting external survey requests (e.g., US News & World Report, Peterson’s Survey, College Board, etc.). UPB has broad responsibility for monitoring compliance with university budget policies. University Planning and Budgeting ensures that operating budget resources are planned, allocated and expended in support of Western’s strategic objectives.