2011--2012 Annual Report
Committee on Academic Planning & Resource Allocation
Approved
In fulfilling its charge as established in the by laws of the Berkeley Division of the
Academic Senate, the Committee on Academic Planning & Resource Allocation
(CAPRA) carried out the following activities.
CAMPUS BUDGET RECOMMENDATIONS:
A key responsibility of CAPRA is to advise the Chancellor and EVCP on budgetary
matters. To accomplish this, the committee meets with senior administrators
throughout the year to stay abreast of plans, challenges, and initiatives. Based on
these exchanges, the committee formulates a set of recommendations to provide a
faculty perspective on prioritizing campus resources. Several of the priorities listed
were included in last year’s budget memo since the committee continues to believe
that they represent necessary elements that are critical to the future sustainability
of the campus.
SUMMARY OF CAPRA RECOMMENDATIONS:
1) Make the necessary investments in the coming year to ensure that the
transactional and financial systems crucial to the business enterprise meet the
needs of all users, including the faculty, and function as intended.
2) Develop a strategic plan for educational technology that takes into account
scenarios representing “the classroom, laboratory, and studio of the future” along
with a financial model that will realize the vision. Also, make the investments
required to bring student service systems improvements on line in the coming year.
3) Conduct ORU reviews on a five year cycle with faculty involvement, and make
resource allocation decisions based on accomplishments, future plans and
prospects, and campus priorities.
4) Ask departments to engage in strategic planning on an ongoing basis, making
strategic planning a working tool for departmental self-assessment and priority
setting as well as an instrument for departmental reviews and responses to reviews.
5) Continue to work with the Athletics Department to develop a sustainable
financial plan that reduces dependence on central campus funds.
6) Work with the Library staff and the Senate Library Committee to develop a
multiyear financial plan, starting with the immediate formation of a Blue Ribbon
panel charged with a comprehensive re-envisioning of the Library's operations with
an eye toward recovering its status as a premier university library.
7) Systematically test alternative approaches for offering on-line courses and
evaluate their effects on course quality, costs and revenues, faculty workload, and
other important metrics.
8) Implement the new asset management and maintenance processes that are under
development for developing a plan to clear the deferred maintenance backlog in the
Approved
next ten years, and increase the focus on preventative maintenance. Also implement
policies and programs to reconfigure and reassign central campus space that is
underutilized as a way to cut expenditures and other costs associated with offcampus locations.
ACADEMIC PLANNING
The committee participated in the following department program reviews:
Environmental Science & Policy Management; French; Landscape Architecture and
Environmental Planning; Molecular & Cell Biology; Physics; Slavic Studies; and,
School of Social Welfare;
REVIEWED AND COMMENTED ON THE FOLLOWING PROPOSALS, POLICIES,
REPORTS, AND OTHER ISSUES:
Systemwide
 Academic review of the Center for Information Technology Research in the
Interest of Society (CITRIS)
 Academic review of the UC Observatories
 APM 660: Health Sciences Compensation Plan
 APM 668: Negotiated Salary Program
 UCAAD Salary Equity Study
 Senate/Administration Task Force on Faculty Salaries
Campus
 International Strategies Task Force
 Master of Advanced Study in Integrated Circuits
Other activities:
 As delegated by the Division, the CAPRA subcommittee on Intercollegiate
Athletics (IA) is charged with monitoring IA fiscal activities on behalf of the
Senate. This year, Co-Chair Bell and Professor Williams, who comprise the
subcommittee, delved into the IA budget to evaluate the financial models to
renovate Memorial Stadium and to construct the Simpson Student-Athlete
High Performance Center. Their assessment resulted in a memorandum to
faculty with detailed information on the project and financing costs for each
facility, sources of revenue, and debt service projections over the 30 and 40
year bond obligations. It includes best and worst case scenarios. CAPRA
intends to post the information to the Senate website to update faculty on
this issue.
 Memorandum to Divisional Council: Budget and Strategies for a Financially
Sustainable Long-Term Berkeley
The memorandum was formulated after a presentation from VCAdministration John Wilton wherein he outlined a 5-prong approach to stabilizing
Berkeley’s long-term financial foundation. The strategies raised a number of issues
that the committee considered substantive to the Senate and the memo
Approved
recommended that CAPRA, along with other appropriate Senate committees, should
examine and track.
 Joint CAPRA/COR memorandum to Divisional Council on Organized Research
Units (ORUs) outlining the rationale for both committee’s interests and
involvement in ORU reviews as required under University policies and
procedures.
CAPRA HAD REPRESENTATIVES ON THE FOLLOWING COMMITTEES:
Operational Excellence (High Performance Culture and Financial Management
initiatives)
Chancellor’s Budget Working group
UC Planning & Budget systemwide committee
Senate Task Force on UC Extension degree programs
BAM/PFA program committee
Business Resumption Coordinating Group
Space Allocation and Capital Improvements Committee
Classroom Policy & Management
University Athletics Board
GUESTS:

Chancellor Robert Birgeneau
•
EVP Business Operations-Office of the President Nathan Brostrom and
OP-VP Research and Graduate Studies Steve Beckwith
•
EVCP Breslauer and AVC Budget Erin Gore

VC-Budget & Administration John Wilton

VC University Relations Scott Biddy and AVC Advancement Irene Kim
•
(By invitation member) VP Teaching, Learning, Academic Planning
and Facilities Cathy Koshland

Executive Director, Space Management & Capital Programs Paula Milano

Director of Athletics Sandy Barbour and CFO Laura Hazlett
•
CIO Shel Waggener
•
Dean Dennis Levi: OE Procurement initiative faculty head
•
OE Faculty Director Andrew Szeri
•
VC-Research Graham Fleming and AVC Bob Price
•
VC Facilities Services Ed Denton, AVC Chris Christofferson, and Financial
Planning & Budget Director Grace Crvarich
•
AVC Student Affairs Jonathan Poullard and Budget & Financial Director
Jodie Rouse
•
University Librarian Tom Leonard and CFO Elise Woods