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Finance Data Domain Council Charge Letter

(Original on Academic and Student Affairs letterhead)

February 2, 2021

Finance Data Domain Council
Ann Anderson, Associate Vice President, UW Finance, chair
Doug Divine, Director, Data Group, Finance, content lead
Elise Glassman, Project Manager, Office of Planning & Budgeting, administrative support
Dave Beaulieu, Senior Accounting Analyst, Financial Reporting, UW Finance
Maureen Broom, Enterprise Finance Officer & Associate Vice President, UW Medicine Finance Administration
Jason Campbell, Assistant Vice Provost, Office of Planning and Budgeting
Kirsten DeFries, Executive Director, Research Compliance & Operations, UW Finance Controller’s Office
Cindy Gregovich, Director, Program Operations, Integrated Service Center
Segan Jobe, Senior Director, Institutional Planning and Budget, UW Bothell
Kathy Katterhagen, Director, Procurement Services, UW Finance
Chris Malins, Associate Vice President, UW Finance
Mark Park, Assistant Director, Banking and Accounting Operations, UW Finance
Lisa Pascuzzi, Assistant Controller, UW Medicine

Dear Finance Data Domain Council members,

Thank you for your willingness to serve on the University of Washington’s Finance Data Domain Council. This committee is part of a new stewardship approach developed in conjunction with the University’s revitalization of data governance. The Finance Data Domain council is charged with developing a cohesive approach to stewarding the University’s financial data — an approach that derives the most value from financial data while managing risk. This is a one-year appointment.

In 2006, the UW formed a Data Management Committee to provide support and advice regarding the administration, access and use of UW data. The committee appointed data trustees and custodians to steward University data. In 2017, the provost charged a Task Force with redesigning and updating the UW’s data governance model. The updated model was launched in 2019.

A survey of stakeholders in 2020 made clear that the data stewardship model, to date, was unclear and not well aligned with current data governance. Some of the appointed data trustees and custodians were engaged but not supported; others were disengaged. To address these issues, UW Data Governance has developed a new approach to stewardship.

Types of data stewards:
Institutional Domain Stewards are consensus-builders who support a strategic, cross-functional view of data for the benefit of the enterprise. They serve on the Data Governance Steering Committee and represent the domain in enterprise level conversations. The Institutional Domain Steward for Finance is Sarah Norris Hall, Vice Provost, Office Planning & Budgeting.

Data Domain Council Chairs are consensus-builders who convene domain council meetings that address domain-specific issues and serve on the Data Governance Operational Committee where they represent the domain in cross-functional, enterprise discussions about domain data. The Data Domain Council Chair for Finance is Ann Anderson, Associate Vice President, Finance. To support the chair, the Finance Data Domain content lead is Doug Divine, Director, Data Group, Finance.

Sub-domain stewards are experts who understand, identify and resolve data quality issues within their business area. They are active participants in the domain council and ensure a cohesive approach to data throughout its lifecycle. The sub-domain stewards for the Finance domain are members of this council.

In addition to stewards, subject-matter experts are key to the Data Domain Council’s work. Some subject matter experts are members of this committee; others may be consulted on an ad hoc basis.

Finance sub-domain stewards and subject-matter experts:

Name Area Role
Dave Beaulieu General Ledger, Finance Data Model, Fixed Assets Sub-domain Steward
Maureen Broom UW Medicine Subject-matter Expert
Jason Campbell Budgeting, Financial Analysis Sub-domain Steward
Kirsten DeFries Grant & Cost Accounting Sub-domain Steward
Cindy Gregovich Financial budgeting, Transactions related to Payroll Sub-domain Steward
Segan Jobe UW Bothell Subject-matter Expert
Kathy Katterhagen Accounts Payable, Purchasing, Vendor Management Sub-domain Steward
Chris Malins Treasury, Cash Management, Debt, ALM Sub-domain Steward
Mark Park Accounts Receivable, Cashiering/Banking Sub-domain Steward
Lisa Pascuzzi UW Medicine Subject-matter Expert

Domain Council Charge:
Together, you will work to anchor the people, process, and technology change in the Finance domain. You will represent the concerns of others and put foremost the needs of the entire UW. You may be tasked with representing the enterprise, a domain, or a smaller constituency: a business unit, department, or even a set of data itself.

As members of the Finance Data Domain Council, you will focus on issues unique to the domain and will support the chair of this council to represent domain issues in cross-domain and institutional discussions at the Data Governance Operational Committee. Similarly, the chair, Ann Anderson, will support the Institutional Domain Steward, Sarah Hall, in strategic, cross-functional enterprise discussions at the Data Governance Steering Committee.

As you undertake this work, we ask that you:

  • Work on behalf of the UW as a whole, including all three campuses and the Medical Center
  • Take an institutional view and think about the data in the context not only of the function, process or system for which you are responsible, but also across functions and across the enterprise
  • Focus on data over systems, stewarding the data regardless of where it resides
  • Approach your work as a collaborative leader and representative, gathering input from those not present on this council and providing the information essential for the Data Domain Council Chair to represent the domain to data governance groups and to the leaders and councils of other domains
  • Promote, with your work, informed decision-making and shared solutions, create buy-in and enable positive culture change, and apply experience and expertise to ensure data strategies come to fruition
  • Keep UW’s diversity and equity goals and UW’s privacy principles and policies in mind when making recommendations.

Deliverables will be based on priorities the Finance Domain Council sets for itself in collaboration with UW’s data governance groups and in response to overall data governance priorities. Work will include planning, policy, data definition and classification, quality, access, inventory, issues response, communication and training, architecture, and analysis specific to the data within the domain.

Elise Glassman, Project Manager, Office of Planning & Budgeting will provide administrative support to the council. Ann Nagel and Marisa Nickle will attend the meetings as ex-officio members, as needed, to connect the domain councils with UW data governance groups and support a consistent and cohesive approach to stewardship.

Thank you for your willingness to serve the UW community in this important capacity.

Phil Reid
Vice Provost, Academic and Student Affairs
Professor of Chemistry