Office of the President, Division of Business and Finance:

Goals:

The Office of the President's Division of Business and Finance goals were formulated to serve the University of California's teaching, research, public service and patient care mission and to fulfill the division's fiduciary responsibilities.

• Customer and Stakeholder Satisfaction: Satisfy customers by providing consistent products and services. Allow stakeholders to recognize the value of our contribution to the University's mission.
• Financial Integrity and Fiduciary Responsibility: Promote UC's financial integrity and fiduciary responsibility through our policies, systems, and oversight mechanisms.
• Efficient and Effective Service: Deliver services in an efficient and cost-effective manner.
• Accountability: Build personal and professional accountability into all UC business practices.
• Policies, Procedures and Processes: Develop and implement clear policies, simple procedures, and efficient work processes.
• Revenue: Facilitate responsible revenue generation in direct support of the University's mission.

Principles:

• We strive for excellence in everything we do.
• We foster the UC values of honesty, integrity, and respect for diversity.
  
• We foster collaboration while respecting individual campus needs and approaches.
• We provide the means to help all members of the UC community fulfill their business objectives in a responsible, ethical, and a cost-effective manner.
• We balance current needs with the need to safeguard and cultivate future University resources.
• We localize decision making authority whenever possible and link localized authority with responsibility and accountability.

Critical Roles of the Business Officer in Achieving the UC Mission

• administrator
• resource manager
• problem solver
• decision-maker
• negotiator
• people manager
• financial control point  

BOI Goals, Objectives and Outcomes

• establish the Business Officer's role at the University
• communicate expectations for business conduct across all locations
• communicate high level operating principles, policies, and expectations for local practice

By the end of the BOI training, Business Officers will be able to:

• define the expectations, values, and principles for Business Officers of a public institution, and at UC in particular
• describe the Business Officer's role and approach to handling common management issues and dilemmas in light of UC operating principles and policies
• apply improved decision-making skills using a broad framework of reasoning and ethics to management dilemmas, including legal and policy management issues
• assess the human, financial and property risks in a unit
• anticipate developments affecting UC, and the management implication for the campuses and labs
• build coordination networks across the UC system

BOI "Value" Propositions

From the Perspective of the University of California

• develop a common understanding of strategic issues and directions
• share critical business-related information
• engage Business Officers in a discussion/clarification of their critical role
• provide an opportunity for Business Officers to dialogue with University senior management
• offer an opportunity for collaborative problem-solving by Business Officers and University management.

From the Perspective of the Business Officer

• increase understanding of UC's strategic issues and impacts
• understand (and help to shape) the future direction for the Business Officer role
• acquire new knowledge that will help the Business Officer in executing day to day responsibilities
• enhance problem solving skills that relate to the unique Business Officer environment
• share insights and best practices with fellow Business Officers