Budget Update Academic Senate September 13, 2005

Budget UpdateAcademic 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 system-wide

• $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

University Budget Committee Structure Review

HSU BUDGET

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 $21,004,976

Total General Fund $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 $5,685,064

Salary Increases $2,299,000

Health/Dental Benefits Rate Change $936,000

Retirement Rate Changes $1,108,000

Property Insurance-Risk Pool $190,964

Energy Cost Increase $113,000

Financial Aid to Students $945,900

Maintenance for Recreation Center $50,000

Long Term Maintenance Backlog $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 $2,045,000

Student Affairs $128,000

University Advancement $345,000

Administrative Affairs $250,000

President’s Division $522,000

Total Requests $3,290,000

What Did We Fund? Campus-Wide Approved Requests for Funding

Division/Approved Funding Total

Academic Affairs

Summer Session $1,000,000

Lecturers $300,000

Masters of Social Work $250,000

Operating Expenses CNRS $285,000

Unit 11 administration $55,000

Information Technology Services (ITS) $90,000

WASC $65,000

Academic Affairs Total $2,045,000



Student Affairs

Alcohol & Drug Intervention Program $56,000

Equity MPP $30,000

Humboldt Orientation Program/Multi-cultural program SSP position

$42,000

Campus Security (one additional police officer)

Student Affairs Total $128,000



University Advancement

University Advancement - VP Office/Enrollment Campaign

$265,000

Capital Development Officer - Advancement

$80,000

University Advancement Total $345,000

Administrative Affairs permanent funding for 5 one-time funded positions

$250,000



Presidents' Division

Enrollment Management - Admissions/OEM Operating Budget

$500,000

Diversity Training $22,000

Presidents' Division Total $522,000

Total Approved Requests $3,290,000

How Do We Fund The Cost Increases? Campus-Wide ReallocationTo FY2004-05 Base Budget

Academic Affairs ($1,726,628)

Student Affairs ($296,723)

University Advancement ($63,941)

Administrative Affairs ($510,530)

President’s Division ($175,518)

All University ($383,130)

Total Reallocations ($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

FY0405 FY0506 $ Change

Presidents’ Division $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

Enrollment Management $3,320,886 $3,649,556 $328,670

Diversity & Compliance $323,581 $346,369 $22,788

Diversity Committee $35,000 $35,000 $0


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)



Administrative Affairs $10,794,186 $10,654,542 ($139,644)

Vice President $1,473,460 $675,122 ($798,338)

Human Resourc & Risk Mgt $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



Student Affairs $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

Stu Activity & Leader $457,936 $460,721 $2,785

Academic Support $1,304,158 $1,369,316 $65,158

Health Center $324,698 $0 ($324,698)



University Advancement $1,404,020 $1,703,004 $298,984

Vice President $60,081 $214,466 $154,385

Univ Graphics Srvc $229,968 $234,059 $4,091

Univ Advancement Dept $433,725 $427,431 ($6,294)

Alumni Relations $147,337 $147,337

Public Affairs $324,443 $325,099 $656

First Street Gallery $94,410 $93,958 ($452)

Natural Hist Museum $81,238 $80,912 ($326)

KHSU $180,155 $179,742 ($413)



All Univ General Oblig $12,425,877 $16,841,567 $4,415,690

Workstudy State Match $406,250 $266,800 ($139,450)

Risk Pool $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

Other(2) $989,260 $989,260 $0

(2) Other includes: Energy bond payment, lease of space; central computing support, minor department repairs, support charges, and EOP

(1) University Reserve includes: Unallocated Salary/benefits pending unit bargaining agreements


Divisional Base Budgets

Academic Affairs $48,556,013

Administrative Affairs $10,654,542

Student Affairs $6,877,908

University Advancement $1,703,004

Presidents' Unit $5,099,818

All University $16,841,567

Total $89,732,852

Questions?

See more details at: www.humboldt.edu/~budget/

Documents

Budget Update Academic Senate September 13, 2005