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
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
What Did We Fund? Campus-Wide Approved Requests for Funding
Division/Approved Funding Total
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
What Did We Fund? Campus-Wide Approved Requests for Funding
Division/Approved Funding Total
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
What Did We Fund? Campus-Wide Approved Requests for Funding
Division/Approved Funding Total
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
FY0405 FY0506 $ Change
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
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
Divisional Changes Comparison of Original Budgets
FY0405 FY0506 $ Change
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)
Divisional Changes Comparison of Original Budgets
FY0405 FY0506 $ Change
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)
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)
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 Changes Comparison of Original Budgets
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