Financial Sustainability Taskforce

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Central Coronavirus Alerts 

Last updated 2:51 pm MST, October 13, 2020

While our University community continues to respond to the evolving crisis with COVID19, we also know that we must keep an eye to our future. Over the next 15 months we anticipate a continued significant loss of revenue and expect to see a sustained increase in expenses related to the effects of COVID-19. This is going to have profound impacts on how we successfully achieve our mission.

We are up to the challenge, though. To chart a path forward, we have deployed the Financial Sustainability Taskforce, with diverse and wide-ranging input from across all corners of our community and under the leadership of Lisa Rulney, Senior Vice President for Business Affairs & Chief Financial Officer. Guided by our values, the Taskforce continues to determine the effects of COVID19 on various aspects of our operations, and make recommendations to President Robbins for actions that will ensure we are able to Finance the Mission for the near and long term.


Taskforce Overview

The Taskforce is led by a Core Team and comprised of seven working groups with representatives from across our community. The Executive Team oversees the outcomes of the recommendations. 

The Taskforce utilizes the following process:

WORKGROUP

Explore and Develop mitigation strategy/new opportunity to adapt our business model - including integration of insights and ideas shared by the University community.

Leadership: Core Team Member
Meets: Daily/Ad Hoc

CORE TEAM

Synthesize Recommendation

Leadership: Lisa Rulney
Meets: Daily 

EXEC TEAM & PRESIDENT ROBBINS

Vet Recommendation & Make Final Decision

Leadership: Lisa Rulney
Meets: Daily/Ad hoc

>Have an idea or insight? Get Involved.

Share your perspectives at svpcfo@arizona.edu

or Share Your Idea Anonymously

Resources

The Taskforce has gathered some resources and information that may be of assistance to our community in better understanding our position and the efforts being undertaken to support the University.

In this Box folder, find data on tuition, faculty, and Athletics; the presentation materials from the Division & College Town Halls; and other information.

 

View the resources 

 

These resources require NetID login to access the Box folder.

Working Groups

Each of these working groups is charged with developing effective mitigation strategies and exploring bold new opportunities to adapt our business model.

Capital Projects, Debt, & Investments

As capital projects represent some of our largest assets and expenses, the scope of this working group includes efforts to constrain costs while supporting our mission in the years to follow as campus recovers.

Jim Florian
Associate Vice President, Institutional Analysis, Office of the Provost
Working Group LeadOffice of the ProvostCABO/RUBO/UFO

 

Steve Kelly
Assistant Vice President for Treasury, Financial Services
Subject Matter Expert

Laura Bakkensen
Assistant Professor, School of Government and Public Policy
Faculty

 

Rob Miller
Director, School of Architecture
College LeadershipFaculty

Peter Dourlein 
Assistant Vice President for Planning, Design and Construction & Campus Architect
Subject Matter Expert

 

Bob Smith
Vice President for University Planning / Design and Operations
Business Affairs

Paulo Goes
Dean, Eller College of Management

College LeadershipFaculty

 

 

 

Brooks Jeffery
Associate Vice President for Research
Research, Innovation & ImpactFaculty

Working Group Advisors:

Heather Gaines - Senior Associate General Counsel

 


Intercollegiate Athletics

The scope of this working group includes efforts to identify opportunities to constrain costs as well as attain competitive advantage to support ICA’s mission in the years to follow as campus recovers.

Garth Perry
Vice President & Chief Budget Officer
Working Group LeadBusiness AffairsCABO/RUBO/UFO

 

Ricardo Valerdi
Professor, Department of Systems & Industrial Engineering
Pac-12 Faculty Athletics Representative

Faculty

Mario Calderon
Director, Business Affairs, Intercollegiate Athletics
Subject Matter ExpertCABO/RUBO/UFO 

 

Derek Van Der Merwe
Assistant Vice President / Chief Operating Officer, Intercollegiate Athletics
Subject Matter Expert

 

Marv Slepian
Regents Professor, UA College of Medicine – Tucson
Associate Department Head for Biomedical Engineering Clinical and Industrial Affairs
College LeadershipFaculty

 

Bryce Wolma
Undergraduate - Eller College of Management - Business Management
Arizona Football - Tight End
Student

 

Krystal Swindlehurst
Senior Associate Athletic Director, Human Resources/Internal Administration and Strategic Planning
Subject Matter Expert

 

 

 


New Opportunities

The scope of this working group includes efforts to identify opportunities to attain competitive advantage to support our mission in the years to follow as campus recovers.

Sangita Pawar
Vice President, Operations, Research Innovation & Impact
Working Group LeadResearch, Innovation & Impact

 

Stan Reynolds
Eller College Vice Dean of Faculty and Research
College LeadershipFaculty

 

Parker Antin
Associate Dean, Research-Agriculture and Life Sciences
College LeadershipFaculty

 

Lori Schultz
Senior Director, Research Partnership Services
Research, Innovation & Impact

 

Michael Brewer
Senior Information Resources Officer & Vice Chair of the Faculty
Faculty LeadershipFaculty

Carol Stewart
Associate Vice President, Tech Parks Arizona
Tech Parks Arizona

 

Javier Duran
Professor, Latin American Studies & Director, Confluence Center
College LeadershipFaculty

 

Jason Wertheim
Vice Dean for Scientific Initiatives, College of Medicine
College LeadershipFaculty

Stan Park
Senior Manager for Treasury Operations, Financial Services
Business Affairs

 

 

Nancy Pollock-Ellwand
Dean, College of Architecture, Planning and Landscape Architecture
College LeadershipFaculty

 

Working Group Advisors:

Jim Buizer - Interim Director, Arizona Institutes for Resilience: Solutions for the Environment and Society

 


Operational Efficiencies

In alignment with Pillar 5: Institutional Excellence of the Strategic Plan, the scope of this working group includes efforts to constrain costs while supporting our mission in the years to follow as campus recovers.

Nicole Salazar
Vice President for Financial Services
Working Group LeadBusiness Affairs

 

Maliaca Oxnam
Deputy Director, Research Cyberinfrastructure & Associate Librarian
Faculty

 

Nina Bates
Director, Operations and Strategic Initiatives
Office of the Provost

 

Sangita Pawar
Vice President, Operations, Research Innovation & Impact
Research, Innovation & Impact

 

Brian Berrellez
Assistant Director, Intelligence and Data Analytics, College of Agriculture & Life Sciences
Subject Matter ExpertCABO/RUBO/UFO

 

Stephanie Rosenberg
Senior Associate General Counsel
Subject Matter Expert

 

Tom Bourgeois
Executive Director, Campus IT Partnerships
Subject Matter Expert

 

Debby Shively 
Interim Associate Vice President, Business Affairs - Auxiliary Services
Business Affairs

 

Sabrina Helm
Associate Professor, Family and Consumer Sciences & Co-Chair Strategic Planning and Budget Advisory Committee
SPBAC LeadershipFaculty

 

Simon White
Assistant Dean, Finance and Administration, College of Architecture, Planning, & Landscape Architecture
CABO/RUBO/UFOCollege Leadership

 

Steve Moore
Senior Vice President & Chief Marketing and Communications Officer
Subject Matter Expert

 

Working Group Advisors:

Barry Brummund - Chief Information Officer & & Co-Chair Strategic Planning and Budget Advisory Committee
Joseph Broschak - Associate Professor of Management & Organizations, Eller College of Management
Trevor Ledbetter - Director, Office of Sustainability


Strategic Plan Investments

As the Strategic Plan serves as a roadmap for our institution, the scope of this working group includes efforts to constrain costs while supporting our mission in the years to follow as campus recovers.

Garth Perry
Vice President & Chief Budget Officer
Working Group LeadBusiness AffairsCABO/RUBO/UFO

 

John O'Neil
Chief of Staff & Officer for Security / Defense Facilities
Research, Innovation & Impact

 

Maribel Alvarez
Associate Dean for Community Engagement, College of Social & Behavioral Sciences
College LeadershipFaculty

 

Andy Schulz
Vice President, For the Arts & Dean of Arts
College LeadershipFaculty

Melissa Colchado
Chief of Staff for Management and Policy, UA Health Sciences
Health Sciences

 

Marilyn Taylor
Associate Vice President, Finance and Administration
Office of the ProvostCABO/RUBO/UFO

Sonia Colina
Professor, Spanish and Portuguese & Director, National Center for Interpretation
College LeadershipFaculty

 

 

Jane Hunter
Vice President, Strategic Initiatives
Subject Matter Expert

 

 

Diana Liverman
Director, School of Geography and Development
College LeadershipFacultySPBAC Elected Member

 

Working Group Advisors:

Jessica Thornburg - Office of Strategic Initiatives Project Manager

 

 


Students

As the student experience is at the heart of everything we do, the scope of this working group includes efforts to diversify how students engage and help students succeed in their studies, while maintaining an achievable value-add academic experience.

Kasey Urquidez
Vice President, Enrollment Management & Dean, Undergraduate Admissions
Working Group Lead Information Technology SPBAC Leadership

 

Pam Ray
Assistant Vice President, Financial Affairs, UA Health Sciences
Health Sciences

 

Ravneet Chadha
Executive Director, Analytics and Institutional Research
Subject Matter Expert
 

Cindy Rankin
Associate Professor, Physiology
Faculty

 

A-P Durand
Dean, College of Humanities
College LeadershipFaculty

 

Andrea Romero
Vice Provost, Faculty Affairs
Office of the ProvostFaculty

 

Jim Florian
Associate Vice President, Institutional Analysis, Office of the Provost
Office of the ProvostCABO/RUBO/UFO

 

Shilpita Sen
GPSC President
Student Leadership

 

Greg Heileman
Associate Vice Provost, Academic Administration
Office of the ProvostFaculty

 

Tara Singleton
ASUA Student Body President
Student Leadership

 

Melanie Hingle
Associate Professor, Nutritional Sciences
Faculty

 

Kelly South
Senior Director, Marketing / Communications
Subject Matter Expert

 

Marc Miller
Dean, James E Rogers College of Law
College Leadership Faculty

 

Katie Van Renterghem
Director, Decision Planning and Support, College of Science
Subject Matter ExpertCABO/RUBO/UFO

Garth Perry
Vice President & Chief Budget Officer
Business Affairs

 

 


Workforce

As our workforce is both our greatest asset and our largest expense, the scope of this working group includes efforts to constrain costs while supporting faculty and staff in this acute period as well as in the years to follow as campus recovers.

Helena Rodrigues
Vice President & Chief Human Resources Officer
Working Group LeadBusiness Affairs

 

Ki Moore
Dean, College of Nursing
College LeadershipFaculty

 

Elizabeth Cantwell
Senior Vice President, Research and Innovation
Research, Innovation & Impact

 

Francisco Pedroza 
Assistant Dean, Business-Finance, College of Social & Behavioral Sciences
College LeadershipCABO/RUBO/UFO

 

Josephine Corder
Director, Life and Work Connections
Subject Matter Expert

 

Nicole Salazar
Vice President for Financial Services
Business Affairs

 

Emily Gillilan
Manager of Compensation, Human Resources
Subject Matter Expert

 

Jessica Summers
Associate Professor, Teaching/Learning and Sociocultural Studies
& Chair of the Faculty
Faculty LeadershipFaculty

 

Lisa Gundy
Director of Recruitment & Outreach, Human Resources
Subject Matter Expert

 

Marilyn Taylor
Associate Vice President, Finance and Administration
Office of the Provost

 

Daniel McDonald
Distinguished Outreach Faculty & Director, Pima County Cooperative Extension,
Faculty

 

Staci Wilson
Assistant Vice President, Human Resources
Subject Matter Expert

 

 

Working Group Advisors:

David Wagner - Senior Associate General Counsel
Diane Brennan - Assistant Vice President, Human Resources
Chante Martin - Interim Assistant Vice President,
HR University of Arizona Health Sciences


 

Core Team

Lisa Rulney
Senior Vice President for Business Affairs & Chief Financial Officer
Core Team LeadBusiness Affairs

 

Sangita Pawar
Vice President, Operations, Research Innovation & Impact
Research, Innovation & Impact

 

Barry Brummund
Chief Information Officer & & Co-Chair Strategic Planning and Budget Advisory Committee
Information Technology SPBAC Leadership

 

Helena Rodrigues
Vice President & Chief Human Resources Officer
Business Affairs

 

David Elmer
Associate Vice President, Finance and Administration, UA Health Sciences
Health Sciences

 

Nicole Salazar
Vice President for Financial Services
Business Affairs  

 

Jim Florian
Associate Vice President, Institutional Analysis, Office of the Provost
Office of the ProvostCABO/RUBO/UFO

 

Garth Perry
Senior Associate Vice President & Chief Budget Officer
Business AffairsCABO/RUBO/UFO

 


Executive Team

Robert C. Robbins
President
Executive Team Lead

Lisa Rulney
Senior Vice President for Business Affairs & Chief Financial Officer
Executive Team LeadTaskforce Lead

Liesl Folks
Senior Vice President for Academic Affairs & Provost

Elizabeth Cantwell
Senior Vice President, Research and Innovation

Michael D. Dake
Senior Vice President, Health Sciences

Jon Dudas
Senior Vice President & Chief of Staff

Laura Todd Johnson
Senior Vice President for Legal Affairs & General Counsel

Steve Moore
Senior Vice President & Chief Marketing and Communications Officer

JP Roczniak
President & CEO, UA Foundation and Vice President of Development

 

Latest Communications

October 29, 2020 Robert C. Robbins
President

Sent to: 

All Employees

Financial Mitigation Update: Furlough and Furlough-Based Salary Programs
September 17, 2020 Robert C. Robbins
President

Sent to: 

All Employees

Financial Mitigation Update: Furlough and Furlough-Based Salary Programs
August 7, 2020 Robert C. Robbins
President

Sent to: 

All Employees and
Designated Campus Colleagues

Furlough and Furlough-based Salary Programs
July 13, 2020 Lisa Rulney
Senior Vice President for Business Affairs & CFO

Sent to: 

All Employees and
Designated Campus Colleagues

Financing the Mission - Bonding, Loans,
and Where is our Operating Cash?
July 1, 2020 Lisa Rulney
Senior Vice President for Business Affairs & CFO

Sent to: 

All Employees and
Designated Campus Colleagues

Financing the Mission - Our Operating Cash
June 30, 2020 Robert C. Robbins
President

Sent to: 

All Employees and
Designated Campus Colleagues

Furlough and Furlough-Based Salary Programs
May 26, 2020 Financial Services and the Office of Budget & Planning

Sent to:

Business Offices

Project Code COV19INST for Tracking COVID-19 Expenses
May 11, 2020 Robert C. Robbins
President

Sent to: 

All Employees and
Designated Campus Colleagues

University Furlough and Pay Reduction Programs Update
May 1, 2020 Robert C. Robbins
President

Sent to: 

All Employees and
Designated Campus Colleagues

UPDATE: University of Arizona Financial Mitigation
April 28, 2020 Robert C. Robbins
President

Sent to: 

All Employees and
Designated Campus Colleagues

Financial Sustainability Update
April 17, 2020 Robert C. Robbins
President

Sent to: 

All Employees and
Designated Campus Colleagues

University of Arizona Financial Mitigation
April 2, 2020 Robert C. Robbins
President

Sent to: 

All Employees and
Designated Campus Colleagues

Teamwork and Adaptability
March 30, 2020

Robert C. Robbins
President

Lisa Rulney
Senior Vice President for Business Affairs & Chief Financial Officer    

Liesl Folks
Senior Vice President for Academic Affairs & Provost

Betsy Cantwell
Senior Vice President for Research & Innovation    

Michael Dake
Senior Vice President for Health Sciences

Jon Dudas
Senior Vice President & Chief of Staff    

Steve Moore
Senior Vice President & Chief Marketing and Communications Officer

Laura Todd Johnson
Senior Vice President for Legal Affairs & General Counsel    

JP Roczniak
President and CEO, UA Foundation and Vice President of Development

Sent to: 

Senior Leadership Team
President’s Cabinet
Dean’s Council
Provost’s Council
Heads Up
Faculty Senate 
SPBAC
UFO
CABO
RUBO
Associate Deans for Research

Financial Taskforce - Pause in Hiring and Job Changes
March 30, 2020

Robert C. Robbins 
President

Lisa N. Rulney 
Senior Vice President for Business Affairs & Chief Financial Officer 

Liesl Folks
Senior Vice President for Academic Affairs & Provost

Betsy Cantwell
Senior Vice President for Research & Innovation

Michael Dake
Senior Vice President for Health Sciences

Jon Dudas
Senior Vice President & Chief of Staff

Steve Moore
Senior Vice President & Chief Marketing and Communications Officer

Laura Todd Johnson
Senior Vice President for Legal Affairs & General Counsel

Jessica Summers
Associate Professor & Chair of the Faculty

Barry Brummund
Chief Information Officer & CoChair, Strategic Planning and Budget Advisory Committee 

Sabrina Helm
Associate Professor & CoChair, Strategic Planning and Budget Advisory Committee

Sent to:

All Employees and
Designated Campus Colleagues

Adapting for the Future, Post-COVID-19
March 23, 2020

Robert C. Robbins, President

Lisa N. Rulney,
Senior Vice President for Business Affairs & Chief Financial Officer 

Liesl Folks
Senior Vice President for Academic Affairs & Provost

Betsy Cantwell
Senior Vice President for Research & Innovation

Michael Dake
Senior Vice President for Health Sciences

Jon Dudas
Senior Vice President & Chief of Staff

Steve Moore
Senior Vice President & Chief Marketing and Communications Officer

Laura Todd Johnson
Senior Vice President for Legal Affairs & General Counsel

Jessica Summers
Associate Professor & Chair of the Faculty

Barry Brummund
Chief Information Officer & CoChair, Strategic Planning and Budget Advisory Committee 

Sabrina Helm
Associate Professor & CoChair, Strategic Planning and Budget Advisory Committee

Sent to: 

Senior Leadership Team
President’s Cabinet
Dean’s Council
Provost’s Council
Heads Up
Faculty Senate 
SPBAC
UFO
CABO
RUBO
Associate Deans for Research

Adapting For The Future, Post-COVID-19