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h3. 3.4.1 - The repository shall have short\- and long-term business planning processes in place to sustain the repository over time. |
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Introduction
The OCUL Executive Office maintains short- and long-term business and financial plans to ensure the continued viability of the consortium's preservation operations. This planning is done in concert with the SP Director and the OCUL Directors, who provide financial support for the growth and maintenance of the repository. Documentation of this process is available from the OCUL Executive Director.
Scholars Portal has been in continuous funded operation since 2002.
Responsibility
OCUL Executive Director
OCUL Directors
SP Director
Relevant Documents
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*Introduction* <!-- /* Font Definitions */ @font-face {font-family:Arial; panose-1:2 11 6 4 2 2 2 2 2 4; mso-font-charset:0; mso-generic-font-family:auto; mso-font-pitch:variable; mso-font-signature:3 0 0 0 1 0;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4; mso-font-charset:0; mso-generic-font-family:auto; mso-font-pitch:variable; mso-font-signature:3 0 0 0 1 0;} @font-face {font-family:"MS Mincho"; mso-font-alt:"ＭＳ 明朝"; mso-font-charset:128; mso-generic-font-family:modern; mso-font-pitch:fixed; mso-font-signature:-536870145 1791491579 18 0 131231 0;} @font-face {font-family:SimSun; mso-font-charset:0; mso-generic-font-family:auto; mso-font-pitch:variable; mso-font-signature:0 0 0 0 0 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-parent:""; margin:0cm; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Times New Roman"; mso-ascii-font-family:Calibri; mso-fareast-font-family:SimSun; mso-hansi-font-family:Calibri; mso-bidi-font-family:"Times New Roman"; mso-fareast-language:ZH-CN;} @page Section1 {size:612.0pt 792.0pt; margin:72.0pt 90.0pt 72.0pt 90.0pt; mso-header-margin:36.0pt; mso-footer-margin:36.0pt; mso-paper-source:0;} div.Section1 {page:Section1;} /* List Definitions */ @list l0 {mso-list-id:775516215; mso-list-type:hybrid; mso-list-template-ids:1818925828 67698689 67698691 67698693 67698689 67698691 67698693 67698689 67698691 67698693;} @list l0:level1 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:36.0pt; mso-level-number-position:left; text-indent:-18.0pt; font-family:Symbol;} @list l0:level2 {mso-level-tab-stop:72.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l0:level3 {mso-level-tab-stop:108.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l0:level4 {mso-level-tab-stop:144.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l0:level5 {mso-level-tab-stop:180.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l0:level6 {mso-level-tab-stop:216.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l0:level7 {mso-level-tab-stop:252.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l0:level8 {mso-level-tab-stop:288.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l0:level9 {mso-level-tab-stop:324.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l1 {mso-list-id:888299481; mso-list-type:hybrid; mso-list-template-ids:-1935264202 67698689 67698691 67698693 67698689 67698691 67698693 67698689 67698691 67698693;} @list l1:level1 {mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:36.0pt; mso-level-number-position:left; text-indent:-18.0pt; font-family:Symbol;} @list l1:level2 {mso-level-tab-stop:72.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l1:level3 {mso-level-tab-stop:108.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l1:level4 {mso-level-tab-stop:144.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l1:level5 {mso-level-tab-stop:180.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l1:level6 {mso-level-tab-stop:216.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l1:level7 {mso-level-tab-stop:252.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l1:level8 {mso-level-tab-stop:288.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l1:level9 {mso-level-tab-stop:324.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l2 {mso-list-id:1195772107; mso-list-type:hybrid; mso-list-template-ids:576732776 915438592 67698691 67698693 67698689 67698691 67698693 67698689 67698691 67698693;} @list l2:level1 {mso-level-start-at:0; mso-level-number-format:bullet; mso-level-text:; mso-level-tab-stop:36.0pt; mso-level-number-position:left; text-indent:-18.0pt; font-family:Symbol; mso-fareast-font-family:"MS Mincho"; mso-bidi-font-family:Arial;} @list l2:level2 {mso-level-tab-stop:72.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l2:level3 {mso-level-tab-stop:108.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l2:level4 {mso-level-tab-stop:144.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l2:level5 {mso-level-tab-stop:180.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l2:level6 {mso-level-tab-stop:216.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l2:level7 {mso-level-tab-stop:252.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l2:level8 {mso-level-tab-stop:288.0pt; mso-level-number-position:left; text-indent:-18.0pt;} @list l2:level9 {mso-level-tab-stop:324.0pt; mso-level-number-position:left; text-indent:-18.0pt;} ol {margin-bottom:0cm;} ul {margin-bottom:0cm;} --> OCUL business planning is supported on an annual and multi-year basis. Annual operating budgets are developed and approved in the context of three-year forecast budgeting. * * _Scholars Portal_ OCUL developed Scholars Portal with funding support received from the Ontario Innovation Trust in 2001-02. The OIT-funded development project was completed in December 2005. \\ From January 2006, OCUL members assumed full responsibility for sustainability of Scholars Portal. The OCUL directors receive semi-annual reports on Scholars Portal and are responsible for approving all substantive and strategic directions. Regular business and financial planning ensures the continued viability of OCUL’s preservation operations. The Scholars Portal Sustainability Budget is the annual operating budget, covering all revenue sources and expenses. The main expense areas are staffing, hardware, software, and operating overhead. The budget includes allocations to special restricted funds which support technology refreshment, new initiatives, and an operating reserve. * * _OCUL budget planning, approval and monitoring cycle_ At each Spring Directors meeting: * Early budget planning for the following fiscal year take{color:1f497d}s{color} place. * Focused discussion on strategic priorities, funding sources, challenges and opportunities and new initiatives\\ At each Fall Directors meeting: Budget approval for the following fiscal year based on the following * Spring Directors meeting discussion * Current year variance and year-end projections * Updated forecasts, and * Any new information that has been identified\\ Three-year budget forecast {color:1f497d}is{color}presented each year on a rolling basis. Revisions {color:1f497d}are{color}made annually at the Fall Directors meeting\\ Budget documentation will be:\\ * Annual combined budget for all funds managed and flowed by OCUL, along with balance sheet, individual budgets, variance report, year-end statement and administrative cost tracking. * Three-year combined budget for OCUL and SP * Monthly variance analysis reports {color:1f497d}are{color} reviewed by the OCUL Executive Director and posted on {color:1f497d}the{color} OCUL Directors website *Responsibility* _OCUL Executive Director_ _OCUL Directors_ _SP Director_ *Relevant Documents* # OCUL/SP Financial Plans (available on request) # OCUL Directors Meeting Final Reports ([http://spotdocs.scholarsportal.info/display/Rep/Latest+Directors%27+Meeting+Documents][digests available online|http://spotdocs.scholarsportal.info/pages/viewpage.action?pageId=98435334] , full reports on request) |