Transcript Budget Update Academic Senate September 13, 2005 Thanks for the leadership and help of: Carol Terry, University Budget Director Sue MacConnie, Chair of Academic Senate, 2002/04 Ken.

Budget Update
Academic Senate
September 13, 2005
Thanks for the leadership and help of:
Carol Terry, University Budget Director
Sue MacConnie, Chair of Academic Senate,
2002/04
Ken Fulgham, Chair of the Academic Senate,
2004/05
Saeed Mortazavi, Chair of the Academic
Senate, 2005/06
Rick Vrem, Provost
CSU Budget
• $63.7 Million increase to fund 10,000 Student systemwide
• $23.3 million increase for 2,700 additional students
financial aid awards
• $88.1 million increase toward employee pay increases,
as bargained for by unions
• $26 million in general obligation bonds for capital
renewal programs
• 8% fee increase for undergraduate students to $2,520;
8% for teacher credential students to $2,922; 10%
increase for graduate students to $3,102
CSU Budget
• $560,000 to expend graduate nursing programs and
$250,000 to increase the number of teacher preparation
programs to produce additional K-12 science and math
teachers
• $41.8 million toward mandatory cost increases for
health/dental insurance
• $7.9 million for long-term needs for libraries, deferred
maintenance and technology initiatives
HSU BUDGET
University Budget Committee
Structure Review
Attributes of Effective
Committees
• State-wide Academic Senate Survey of
effective budget committees revealed:
– Frequency of Meetings
– Continuity in Membership
– Regular Attendance
– Staff Support for Research
Best Practices
• Appoint and elect diverse and dedicated
committee members
– Memberships most often contain more faculty
members than other represented groups;
memberships also often include representatives
from administration, staff, and students.
• Provide strong leadership and clear goals
• Establish an environment of trust
• Communicate frequently and openly
HSU’s University Budget
Committee
• Frequency of Meetings – monthly meetings
in the Fall; accelerated schedule for Spring
• Continuity in Membership –
– staggered 3 year terms, or
– term by virtue of members appointment
• Academic Senate President is Co-chair
• Associated Student President is one-year term
• Associated Student representative is one-year term
• Regular Attendance – dedicated members
attend almost every meeting
• Staff Support for Research
HSU University Budget Process
• Open and transparent budget process with exchange
of information and ideas
• Membership has been through the process twice
• Process is really designed to address budget
increases and not budget reductions
• Committee has spent a lot of time trying to
understand the functions of the major divisions and
the impacts that reductions would have on their
divisions, but did not feel they knew enough to make
a recommendation to the President on matters of
divisional reductions.
Areas to Reexamine
• Summary
– UBC struggles with budget process timeline
• In order to provide each division with planning time to
respond to the Governor’s January budget, the UBC
planning timeframe requires almost weekly meetings
from March through early May
– UBC has been understaffed and so the Committee
did not start the process of looking at Peer
institutional data for benchmarking and
comparative data
HSU University Budget Process
• Summary
– Significant improvement over past budget
processes
– Open and transparent process
– Faculty, staff, and students are engaged
and making a meaningful contribution
HSU Budget
• Authorized and State funded enrollment level is 7,389
Full-time Equivalent Student (FTES), an increase of 180
students over 2004-05.
• FY05-06 budget built on the assumption of enrolling
7,268 FTES (including Summer Session)
– Summer actual enrollments reported at 240 FTES
– Need approximately 7,171 FTES for Fall and 6,884 FTES for
Spring to meet HSU’s internal budget estimate for an annual
average of 7,268 FTES
– Fall estimate (as of September 1) predicts a Fall enrollment
of 6,950 FTES; HSU’s annual average will probably be about
7,100 FTES. To meet our 7,268 FTES internal target, we
would have to enroll 7,106 FTES Spring 2006
[156 FTES more than Fall]
Where Does Our Money Come From?
General Fund Support
$68,727,876
Student/Other Fees
Total General Fund
$21,004,976
$89,732,852
Net Increase
$5,818,594
Compared to last year’s budget of $83,914,258, this means we will
have $5,818,594 more dollars this year.
What Did We Fund?
Mandatory Cost Increases
Total FY05-06 Mandatory Costs
Salary Increases
$5,685,064
$2,299,000
Health/Dental Benefits Rate Change
Retirement Rate Changes
Property Insurance-Risk Pool
$936,000
$1,108,000
$190,964
Energy Cost Increase
Financial Aid to Students
Maintenance for Recreation Center
Long Term Maintenance Backlog
$113,000
$945,900
$50,000
$42,200
Subtracting the mandatory costs from projected new income leaves us
with a balance of $133,530.
What Did We Fund?
Campus-Wide Approved
Requests for Funding
Academic Affairs
Student Affairs
University Advancement
$2,045,000
$128,000
$345,000
Administrative Affairs
President’s Division
Total Requests
$250,000
$522,000
$3,290,000
What Did We Fund?
Campus-Wide Approved Requests for Funding
Division/Approved Funding
Academic Affairs
Summer Session
Lecturers
Masters of Social Work
Operating Expenses CNRS
Unit 11 administration
Information Technology Services (ITS)
WASC
Academic Affairs Total
Total
$1,000,000
$300,000
$250,000
$285,000
$55,000
$90,000
$65,000
$2,045,000
What Did We Fund?
Campus-Wide Approved Requests for Funding
Division/Approved Funding
Student Affairs
Alcohol & Drug Intervention Program
Equity MPP
Humboldt Orientation Program/Multicultural program SSP position
Campus Security (one additional police
officer)
Student Affairs Total
Total
$56,000
$30,000
$42,000
$128,000
What Did We Fund?
Campus-Wide Approved Requests for Funding
Division/Approved Funding
University Advancement
University Advancement - VP
Office/Enrollment Campaign
Capital Development Officer Advancement
University Advancement Total
Administrative Affairs permanent
funding for 5 one-time funded
positions
Total
$265,000
$80,000
$345,000
$250,000
What Did We Fund?
Campus-Wide Approved Requests for Funding
Division/Approved Funding
Presidents' Division
Enrollment Management Admissions/OEM Operating Budget
Diversity Training
$500,000
Presidents' Division Total
$522,000
Total Approved Requests
Total
$22,000
$3,290,000
How Do We Fund The Cost Increases?
Campus-Wide Reallocation
To FY2004-05 Base Budget
Academic Affairs
Student Affairs
University Advancement
Administrative Affairs
President’s Division
All University
Total Reallocations
($1,726,628)
($296,723)
($63,941)
($510,530)
($175,518)
($383,130)
($3,156,470)
How Do We Use Our Money?
Recap
Total Increase in Funds
$5,818,594
Mandatory Costs
($5,685,064)
Approved Requests
($3,290,000)
Necessary Reallocation
($3,156,470)
Divisional Changes
Comparison of Original Budgets
$ Change
FY0405
FY0506
$4,743,423
$5,099,818
$356,395
Presidents’ Office
$823,414
$820,712
($2,702)
Univ Budget Office
$240,542
$248,181
$7,639
$3,320,886
$3,649,556
$328,670
$323,581
$346,369
$22,788
$35,000
$35,000
$0
Presidents’ Division
Enrollment Management
Diversity & Compliance
Diversity Committee
Divisional Changes
Comparison of Original Budgets
$ Change
FY0405
FY0506
Academic Affairs
$47,859,160
$48,556,013
$696,853
Col of Arts, Humanities, & Soc Sci
$13,825,380
$14,299,291
$473,911
Col of Natural Resources, & Sci
$16,983,411
$17,346,745
$363,334
Col of Professional Studies
$6,434,258
$6,825,884
$391,626
Library
$3,040,487
$2,990,787
($49,700)
Information Tech Services
$3,890,357
$3,962,573
$72,216
Provost
$2,081,069
$2,287,386
$206,317
Centrally Managed Commitments
$1,604,198
$843,347 ($760,851)
Divisional Changes
Comparison of Original Budgets
FY0405
FY0506
$ Change
$10,794,186
$10,654,542
($139,644)
$1,473,460
$675,122
($798,338)
$417,543
$643,335
$225,792
Fiscal Affairs
$2,358,929
$2,043,312
($315,617)
Plant Operations
$5,329,741
$6,338,790
$1,009,049
Common Mgt System
$1,214,513
$1,214,513
$0
Administrative Affairs
Vice President
Human Resourc & Risk Mgt
Divisional Changes
Comparison of Original Budgets
FY0405
$ Change
FY0506
$7,010,542
$6,877,908
($132,634)
Vice President
$554,573
$668,425
$113,852
Career Development Ctr
$406,113
$335,573
($70,540)
Couns & Psych Services
$461,147
$521,394
$60,247
Athletics
$2,131,370
$2,133,520
$2,150
Public Safe/Police
$1,370,547
$1,388,959
$18,412
$457,936
$460,721
$2,785
$1,304,158
$1,369,316
$65,158
$324,698
$0
($324,698)
Student Affairs
Stu Activity & Leader
Academic Support
Health Center
Divisional Changes
Comparison of Original Budgets
FY0405
FY0506
$ Change
$1,404,020
$1,703,004
$298,984
$60,081
$214,466
$154,385
Univ Graphics Srvc
$229,968
$234,059
$4,091
Univ Advancement Dept
$433,725
$427,431
($6,294)
$147,337
$147,337
$324,443
$325,099
$656
First Street Gallery
$94,410
$93,958
($452)
Natural Hist Museum
$81,238
$80,912
($326)
$180,155
$179,742
($413)
University Advancement
Vice President
Alumni Relations
Public Affairs
KHSU
Divisional Changes
Comparison of Original Budgets
FY0405
FY0506
$ Change
All Univ General Oblig
$12,425,877
$16,841,567
$4,415,690
Workstudy State Match
$406,250
$266,800
($139,450)
$2,062,340
$2,078,304
$15,964
Mand Stu Paper Fee
$81,500
$73,000
($8,500)
Campuswide Utilities
$1,878,003
$1,991,003
$113,000
Student Financial Aid
$5,951,700
$6,925,400
$973,700
University Reserve(1)
$1,056,824
$4,517,800
$3,460,976
$989,260
$989,260
$0
Risk Pool
Other(2)
(1) University Reserve includes: Unallocated Salary/benefits pending unit
bargaining agreements
(2) Other includes: Energy bond payment, lease of space; central computing
support, minor department repairs, support charges, and EOP
Divisional Base Budgets
Academic Affairs
Administrative Affairs
Student Affairs
University Advancement
Presidents' Unit
All University
Total
$48,556,013
$10,654,542
$6,877,908
$1,703,004
$5,099,818
$16,841,567
$89,732,852
Questions?
See more details at: www.humboldt.edu/~budget/