Strategic Investment Process

Each year, the University of Oregon allocates a very small portion of the Education and General (E&G) Fund budget for strategic investment. Deans, Vice Presidents, and Vice Provosts across the university are invited to submit investment proposals. The provost appoints a Budget Advisory Group (BAG) made up of faculty, students, and staff, including many members of the Senate Budget Committee, to provide advice and counsel on recommended investments.

Purpose | Process | Funding | Members

Purpose

Provide advice and counsel to the provost regarding strategic investments for the upcoming fiscal year.
 

Process

1. Call for proposals is sent to all UO deans and vice presidents.

2. The deans and vice presidents manage their own process for selecting proposals for submission.

3. Provost appoints BAG members.

4. Proposals are submitted to the Office of the Vice President for Finance and Administration (vpfa@uoregon.edu) by March 3, 2023.

All proposals should be accompanied by a memo that provides:

  1. a summary of the proposal,
  2. details of the proposal,
  3. expected positive impact of the proposal and
  4. required funding.  

5. Proposals are reviewed by BAG and recommendations are submitted to the provost, who consults with senior leadership and the president regarding funding decisions. The proposals will be evaluated based on the criteria that can be found here.

6. Funding is announced in late May for the following academic year. ​​


Funding

Proposals may request one-time-only dollars for the following academic year or recurring funds.

This year, it is anticipated having approximately $2 million of recurring funding available for strategic and/or critical investments.  

FY 2022 Funding
The Budget Advisory Group reviewed and discussed 27 proposals from 22 UO units for the 2022-23 academic year. The university has awared $2 million in recurring funding, as well as some one-time funding for specific projects.

To see the projects that received strategic funding, see the announcement on Around the O.

FY 2020 Funding
The Budget Advisory Group reviewed 28 proposals from 24 different units, which totaled more than $4.15 million in recurring funds and $1.89 million in one-time-only funds.

To see the projects that received strategic funding, see the announcement on Around the O.

FY 2019 Funding
The Budget Advisory Group reviewed 16 proposals, which totaled more than $3.8 million in recurring funds and $1.0 million in one-time-only funds.

For a full listing of the positions and initiatives that received funding, see the announcement on Around the O.


Members

The Budget Advisory Group typically has 20 to 23 members including, faculty, students and staff from across the institution, with representation from the Senate Budget Committee. Co-chairs of the BAG for 2023 are Jamie Moffitt (senior vice president for finance and administration) and Cass Moseley (vice provost for academic operations and strategy).