Transcript Budget Context: - University of California, Davis

UC Davis Budget and Professional Degree
Supplemental Tuition Overview
Professional Student Forum
April 12, 2012
Chris Carter, Budget Director
Sarah Mangum, Principal Analyst
Budget and Institutional Analysis
Budget Context: Revenues, Enrollment, Awards, Workforce
Enrollment – fall 2011
25,325 Undergraduates
(4.2% national/international)
6,755 Graduate and Professional
(18% national/international)
Research Awards – 2011-12
$700+ million
Workforce (FTE) – October 2011
Faculty/academic 4,000
Staff
14,195
Students
3,380
BUDGET AND INSTITUTIONAL ANALYSIS
Revenue – 2010-11
$3.4 Billion
Budget Context: State Funding vs. Student Tuition & Fees
BUDGET AND INSTITUTIONAL ANALYSIS
Budget Context: Operating Expenses
Total Campus Expenses
2010-11:
$2.9 Billion
Academic Wages
19.1%
Supplies and Equipment
18.9%
Medical Supplies
6.4%
Scholarship
5.8%
Staff Wages
29.9%
Benefits
15.3%
Management and Sr.
Professional Wages
4.6%
BUDGET AND INSTITUTIONAL ANALYSIS
Category
Amount
(millions)
% of
total
Instruction and
Academic Support
$711.3
24%
Research
$510.6
17%
Student Services
and Financial Aid
$285.4
10%
Operation and
Maintenance
$92.8
3%
Auxiliary
$86.5
3%
Institutional
Support
$83.8
3%
Public Service
$58.5
2%
Medical Center
$1,104.7
38%
TOTAL EXPENSES
$2,933.5
100%
Budget Context: State Fund and Tuition Budget Shortfall
Incremental changes (amounts in millions)
2011-12
Estimate
2012-13
Budget
1
Prior year shortfall not addressed in base
2
State Budget Act (2011-12 Final = $650M reduction;
2012-13 Governor’s Proposal = net $72M increase)
($87.8)
$8.2
3
Fixed costs (Post-employment benefits, salary, health
care benefits, instruction)
($31.2)
($26.7)
($119.0)
($37.4)
4
TOTAL SHORTFALL
($18.9)
5
6
Funds from 2010-11 state augmentation and set-aside
$25.8
$0.0
7
Tuition increases (net of financial aid)
$38.7
Pending
($54.5)
~($37.4)
8
NET SHORTFALL ADDRESSED BY CAMPUS
PLAN
9
10
New Revenue – Non-resident, summer, other
$16.8
$5.5
11
Efficiencies – OE/SSC, Energy, Streamline orgs
$13.0
$4.0
12
Cost Reductions – research support, travel, other
$5.8
Pending
($18.9)
~ ($27.9)
13
REMAINING SHORTFALL
BUDGET AND INSTITUTIONAL ANALYSIS
Professional Fees: History
Timeline of UC Systemwide Actions on Professional Degree Supplemental Tuition
Professional Fees Used to Offset State Budget
Cuts
Professional Fees Used to Maintain Program
Quality
BUDGET AND INSTITUTIONAL ANALYSIS
Professional Fees: UC Policy
Key Components of Current Policy
• Professional Degree Supplemental Tuition (PDST) shall be assessed to sustain
and enhance the quality of the professional schools’ academic programs and
services
• Revenue from PDST will remain with the campuses and will not be used to offset
reductions in State Support (at UC Davis revenue remains with the Professional
Schools)
• PDST levels are approved by the Regents within the context of a multi-year plan
that is subject to annual reconsideration.
• Multi-year plans should take into consideration:
• Resources required to sustain the academic quality and enrollment in the
professional degree program.
• Remaining competitive with other institutions of similar quality.
• The cost of education for each specific degree.
• Financial aid should be supplemented in an amount equivalent to at least 33% of
new PDST or an amount necessary to ensure that financial aid sources are
equivalent to at least 33% of all PDST revenue.
BUDGET AND INSTITUTIONAL ANALYSIS
Professional Fees: UC Policy
Information Included in Multi-Year PDST Plans
• Description of academic and/or programmatic reasons for increase.
• Programmatic goals and an expenditure plan for new revenue.
• Efforts taken to avoid PDST increases (cost-cutting and/or fundraising).
• A market comparison of total fees charged by similar programs at comparison
institutions. Policy requires that fees be at or below comparison institutions,
however the Regents can approve proposals that do not meet this requirement.
• Information on program diversity and actions taken or planned to maintain or
improve access for underrepresented groups.
• Description of financial aid goals and strategies , including:
• Outreach to students regarding financial aid.
• Encouraging public service careers.
• Information and viewpoint on student indebtedness.
• Information on the views of the program’s student body and faculty on the
proposed increase and documentation of how consultation occurred.
BUDGET AND INSTITUTIONAL ANALYSIS
Student Fees: Uses of Professional Degree
Supplemental Tuition at UC Davis
Examples of Activities Funded by Category
Financial Aid
•
•
Student Grants & Scholarships
Loan Repayment Programs
Instructional Programs
•
•
•
•
Curriculum revisions,
development, & support
Clinical Activities & Support
Student Surgery & Labs
Legal Writing, Law Review,
Student Journals
Student Services
•
•
•
•
•
Career Services
Advising
Financial Aid Support
Registrar and Admissions
Student Diversity Office
BUDGET AND INSTITUTIONAL ANALYSIS
Professional Degree Supplemental
Tuition at UC Davis
2012-13 Estimate:
$38.8 M Revenue
Student Fees: Professional Degree Fee Levels
BUDGET AND INSTITUTIONAL ANALYSIS
Student Fees: Fee Types, Uses, and Approval
Fee Type
Amount
2011-12 Rates
Varies by
Program
Description and Uses

Includes: Student Association
Fees, Course Materials Fees
School or Discipline-Based Fees
$36-$4,025
Professional Degree Supplemental Tuition

Varies by
Program

$4,002-$31,218


$11,220


Tuition

BUDGET AND INSTITUTIONAL ANALYSIS
Required Summer Session
Tuition for selected programs:
MD, MPH, DVM-4th year only
All income retained and
administered by the
professional schools.
Used for professional school
operating budget support.
Financial Aid: 33% of the fee
increase over prior year must
be used for financial aid
Universitywide operating
budget support.
Beginning in 2011-12
campuses will retain all
tuition revenue generated by
their students less a 1.6% tax
paid to UC for systemwide
programs.
Financial Aid: 33% of the fee
increase over prior year must
be used for financial aid
Approval Process
Some set by Referendum
Some Approved by Chancellor
after review by relevant fee
committees.
Summer session tuition and student
service fees follow same process
described below.
Developed by professional schools
Proposed by campus
Approved by Regents
Approved by Regents
Tuition is the same amount for all
students in all programs at all UC
campuses.
Student Fees: Fee Types, Uses, and Approval
Fee Type
Amount
2011-12 Rates
$972
Description and Uses

Student Service Fee

Health Insurance
$2,130-$2,166



Campus-Based Fees
Varies by
Program
$464-$1,043
BUDGET AND INSTITUTIONAL ANALYSIS


Student Support Services that
benefit students but not a part
of the instructional program.
Fee income retained by the
campus and administered as
part of the campus budget
process.
Health insurance premiums
Required unless proof of
comparable coverage is
provided.
MD students pay slightly
lower amount but are subject
to additional disability
insurance fee.
Specific capital projects
Operating budget support for
specific student services and
recreation programs.
Approval Process
Approved by Regents
Student Service Fee is the same
amount for all students in all
programs at all UC campuses.
Program uses reviewed by Student
Fee Advisory Committee.
Rate Determined by UC Office of
the President for all student health
programs.
Most established by Referendum
Some Approved by Chancellor to
upgrade facilities for life safety.
Student Fees: Budget and Fee Approval Process
BUDGET AND INSTITUTIONAL ANALYSIS
Budget and Fees: Information Sources
• Budget News
Campus, UC system, state budget information
– budgetnews.ucdavis.edu
• Data, analysis, reports
– facts.ucdavis.edu/ Campus Facts
– budget.ucdavis.edu Campus Budget Office
• Advocacy
– www.ucforcalifornia.org
• Annual financial schedules and reports
– http://www.ucop.edu/corpacct/finschd/
• Regents Policy on Professional Degree Supplemental Tuition
– http://www.universityofcalifornia.edu/regents/policies/3103.html
BUDGET AND INSTITUTIONAL ANALYSIS