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Programmatic Budget Review

FY 17

Innovation Imagination Integrity Service

Presented by Dr. Dan R. Jones

April 18-19, 2016

2

Section I

Academic/Agency Performance

.

3 Texas A&M University-Commerce

Student Enrollment

*Source: THECB-Accountability Report

8,496 8,879 8,787

9,075

10,280 10,726

11,187 11,068 11,490

12,302

6,014 6,117 6,048

6,187

6,988

7,537 7,798 7,728

8,081

8,833

Fall 2006 Fall 2007 Fall 2008 Fall 2009 Fall 2010 Fall 2011 Fall 2012 Fall 2013 Fall 2014 Fall 2015

Headcount FTSE

4 Student Demographic Data

Students

(Fall 2015)

Total HC

Enrollment In State %

Out of

State/

Foreign

% African-

American Hispanic White Other

Undergraduate 7,808 7,518 96% 290 4% 21.5% 17.5% 49.9% 11.1%

Graduate 4,494 3,701 82% 793 18% 17.5% 10.0% 47.3% 25.1%

Total 12,302 11,219 91% 1,083 9%

20%

14.8% 49.0% 16.2%

*Source: Data warehouse-CBM Data

5

Semester Credit Hours

Fall Semester

*Source: PREP-Online, Semester Credit Hour (SCH) Data, Total Semester Credit Hours by Fund

84,227

95,741 103,288 104,617 104,236

108,815

118,265

86,562

97,913

105,597 109,085 108,666 113,522

123,599

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

Fall 2009 Fall 2010 Fall 2011 Fall 2012 Fall 2013 Fall 2014 Fall 2015

State-Funded Total

6 Degrees Awarded

*Source: THECB Accountability System

2,206 2,229

2,329 2,322 2,266

2,560

2,944

3,259 3,079

2,976

1,247 1,278 1,290

1,201 1,153

1,313

1,507

1,518 1,438

1,476

959 951 1,039

1,121 1,113

1,247 1,437

1,741 1,641

1,500

500

1,000

1,500

2,000

2,500

3,000

3,500

FY 2006 FY 2007 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015

Total Degrees Awarded

Total Bachelors Degrees Awarded

Total Masters and Doctoral Degrees Awarded

7 Four-Year Graduation Rate


21.0%

17.9%

20.7%

24.1%

27.9%

22.0%

24.3% 24.4%

22.6%

20.6%

22.1%

26.2%

29.7%

24.5% 25.6%

26.1%

0%

5%

10%

15%

20%

25%

30%

35%

FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015

Same Institution Total

8

Six-Year Graduation Rate


36.5%

41.6%

36.1% 35.8% 36.4%

45.2% 46.6%

41.7% 43.5%

50.5%

44.8% 42.6%

44.6%

51.3% 53.1%

47.4%

0%

10%

20%

30%

40%

50%

60%


Same Institution Total

9

First Year Persistence Rate


65.9%

68.2%

64.2%

71.7% 67.6% 67.5% 67.2%

71.8%

80.9% 81.4% 78.2%

86.6% 81.7% 80.6% 81.3%

86.0%

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

70.0%

80.0%

90.0%

100.0%

Fall 2007 Fall 2008 Fall 2009 Fall 2010 Fall 2011 Fall 2012 Fall 2013 Fall 2014

Same institution Total

10


First Year Persistence

for Cohort Entering

Six Year Graduation and

Persistence

Fall 2014 State Avg FY 2015 State Avg

All Students 86.0% 86.9% 57.5% 69.9%

White 82.8% 89.6% 63.0% 75.6%

African- American 86.3% 80.3% 46.0% 53.8%

Hispanic 89.1% 85.5% 55.6% 65.2%

First & Sixth Year Persistence Rates

11 Students in Developmental Courses

*Source: TAMUS Data Warehouse, numbers are derived from CBM001 reports submitted to the THECB by institutions.

271 297 331 168 191 154 187

3.0% 2.9%

3.1%

1.5%

1.7%

1.3%

1.5%

0

50

100

150

200

250

300

350

Fall 2009 Fall 2010 Fall 2011 Fall 2012 Fall 2013 Fall 2014 Fall 2015

0.0%

0.5%

1.0%

1.5%

2.0%

2.5%

3.0%

3.5%

# of Students % of Student Body

12

Number of Undergraduates

Receiving Grant Aid (Not Loans)

Institutions FY 2010 FY 2011 FY 2012 FY 2013 FY 2014

Texas A&M University-Commerce 4,424 4,555 4,895 5,125 5,102

East Tennessee State University 7,810 8,482 9,750 9,453 8,967

Univ of North Carolina at Greensboro 8,005 8,575 8,122 8,865 8,152

Eastern Michigan University 13,639 11,609 13,051 12,871 13,081

Idaho State University 6,225 7,305 7,538 7,175 6,402

The University of West Florida 8,549 7,720 8,229 7,181 7,136

13 Percentage of Undergraduates

Receiving Grant Aid (Not Loans)


Texas A&M University-Commerce 79% 71% 72% 74% 73%

East Tennessee State University 67% 70% 78% 77% 76%

Univ of North Carolina at Greensboro 46% 57% 55% 59% 55%

Eastern Michigan University 77% 63% 70% 68% 68%

Idaho State University 55% 70% 72% 60% 56%

The University of West Florida 94% 81% 84% 72% 70%

14

Average of Grant Aid Dollars Received

by Undergraduates


Texas A&M University-Commerce $ 11,308 $ 6,728 $ 6,316 $ 6,488 $ 6,338

East Tennessee State University $ 6,347 $ 6,320 $ 6,807 $ 6,947 $ 6,855

Univ of North Carolina at Greensboro $ 6,594 $ 7,594 $ 7,129 $ 7,121 $ 7,937

Eastern Michigan University $ 12,568 $ 5,683 $ 5,219 $ 5,708 $ 5,879

Idaho State University $ 4,830 $ 5,121 $ 5,000 $ 5,041 $ 5,206

The University of West Florida $ 7,964 $ 7,970 $ 8,636 $ 5,501 $ 5,678

15 Faculty & Staff Demographics

Fall 2015 Total African-

American Hispanic White Other

Faculty 648 48 36 485 79

Staff 978 104 65 597 212

Total 1,626 152 101 1,082 291

16 Student to Faculty Ratio

20

22

21

19

20

17

18

19

20

21

22

23

Fall 2010 Fall 2011 Fall 2012 Fall 2013 Fall 2014

FTSE per 1 FTFE

Source: THECB Accountability

17

Staffing Ratio Per 100 FTSE’s (In State Peer Comparison-Doctoral)

Institutions FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 FY 2014

Texas A&M University-Kingsville 15.7 15.1 14.3 13.5 13.1 14.7

Texas Southern University 25.8 26.2 14.2 12.5 13.7 13.6

Texas A&M University-Corpus Christi 14.6 14.2 14.0 13.5 12.7 12.0

Sam Houston State University 10.0 10.5 10.1 9.9 11.2 11.5

The University of Texas-Pan American 12.4 11.3 11.3 10.8 11.0 11.2

Texas A&M University-Commerce 13.1 11.5 11.7 10.7 12.1 11.7

Texas Woman's University 13.2 12.5 11.4 11.2 10.8 11.1

*Source: IPEDS

18

Staffing Ratio Per 100 FTSE’s (Out of State Peer Comparison-Doctoral)


East Tennessee State University 16.9 16.7 17.2 17.5 18.3

Idaho State University 16.5 16.1 15.6 16.3 16.6

University of North Carolina at Greensboro 15.5 15.6 16.1 16.2 16.3

Eastern Michigan University 11.4 11.3 11.2 11.2 11.4

Texas A&M University-Commerce 11.5 11.7 10.7 12.1 11.7

The University of West Florida 12.1 11.7 11.5 12.6 13.0

*Source: IPEDS

19

Patent and License Data

• A provisional patent is pending for the technology of two Ribonucleic Acids(RNA’s) that have ability to convert non-muscle cells into cardiac muscle cells.

• NeoHeart, LLC, a new start-up company, was developed by the lead inventor of these two RNA technologies, Dr. Larry Lemanski, a professor in our Department of Biological and Environmental Sciences.

Patent

• A license agreement prepared to license the two RNA technologies to NeoHeart, LLC.

• The license agreement has been submitted for approval by OGC.

License Data

• Award from the Chancellor’s Research Initiative for recruitment of highly qualified research faculty to conduct research in the soon to be developed Bio Medical Institute for Regenerative Research (BIRR).

• The Institute will lead A&M Commerce into a new journey of biomedical research innovation and entrepreneurship.

New Research Institute

20

Section II

Academic Program Development

.

Academic Program Expansion and

Development Plans

21

• BS Public Health (BSPH), Fall 2015

• BBA Business Analytics, Fall 2015

• MS Business Analytics, Fall 2015

Recently Approved Programs:

• BS Electrical Engineering

• MSN Nursing

In Process / Pending Board Review:

• BA/BS Athletic Training

• BBA Management Information Systems

• BS Health Promotion

• BPA Professional Accountancy

• MA/MS Interdisciplinary Studies

Phased Out or Being Phased Out:

• Major and Minor in African American Studies

• Biomedical Institute for Regenerative Research

• BA Latin American and U.S. Latino Studies

• BFA Photography

• DBA Business Administration

• MS in Liberal Studies

In Planning:

Review Processes for

Academic Program Development

22

• Institution research-based planning and evaluation processes that incorporate a systematic review of institutional mission, goals, and outcomes, result in continuous improvement in institutional quality and demonstrate the institution is effectively accomplishing its mission.

The University Aligns Program Development According to SACSCOC Principles & Texas Administrative Code

• Requests for new programs, course enhancements, modifications to existing program, and requests to remove existing programs route through CourseLeaf.

• A review document is utilized to facilitate an introduction of the department and any updates since the last review, identify departmental structure and plans, commitment to student learning, and recommendations for implementation.

The University Utilizes Specialized Software for Programmatic Requests & Engages in a 5-7 Year Review Cycle

• The institution offers degree programs that embody a coherent course of study that is compatible with it’s stated mission and is based upon fields of study appropriate to higher education.

• The institution structures its graduate curricula (1) to include knowledge of the literature of the discipline and (2) to ensure ongoing student engagement in research and/or appropriate professional practice and training experiences.

Degree Programs & Curricula

23

Section III

Financial

.

24

State Appropriations – General Revenue (In Thousands)

$33,433 $33,532

$31,306 $31,277

$33,570 $33,678

$35,997 $36,105

$28,000

$29,000

$30,000

$31,000

$32,000

$33,000

$34,000

$35,000

$36,000

$37,000


*Excludes TRB's

25 Pell Grant and Student Aid as a

Percent of Total Revenue (In Millions)

*Source: Data Warehouse and Executive Budget Summary

FY 2014 % of Total FY 2015 % of Total

Pell Grant Revenue $16,532 10% $16,589 10%

Other Financial Aid Revenue $5,581 3% $6,602 4%

Total Financial Aid Revenue $22,114 13% $23,191 14%

Total Revenue $171,932 $167,231

26

Tuition and Fees per FTE (Out of State Peer Comparison)

*Source: Texas Higher Education Accountability System, Institutional Efficiency and Effectiveness, Universities (Texas Public)

Institutions FY 2014

University of North Carolina at Greensboro

$ 5,658

The University of West Florida

$ 5,937

Texas A&M University-Commerce $ 7,175

Idaho State University $ 7,624

East Tennessee State University $ 7,690

Eastern Michigan University $ 9,345

27

Tuition and Fees per FTE (In State Doctoral Comparison)

*Source: Texas Higher Education Accountability System

Institutions FY

2007

FY

2008

FY

2009

FY

2010

FY

2011

FY

2012

FY

2013

FY

2014

Texas A&M University-Commerce $4,632 $5,222 $5,033 $5,177 $6,317 $6,997 $7,721 $7,175

Sam Houston State University $4,668 $4,834 $5,212 $5,340 $5,398 $6,098 $7,143 $7.273

Texas Southern University $9,564 $9,345 $9,457 $11,976 $6,522 $6,124 $6,770 $5,996

Texas A & M University-Corpus Christi $4,458 $4,908 $4,883 $5,317 $5,686 $6.335 $6,678 $6,793

Texas A & M University-Kingsville $3,991 $4,314 $4,466 $4,683 $4,715 $5,194 $5,669 $6,090

Texas Woman's University $5,496 $5,055 $5,218 $5,220 $5,444 $5,843 $5,374 $5,487

The University of Texas-Pan American $2,710 $3,204 $3,231 $3,043 $3,117 $3,625 $3,951 N/A

28 Revenue per FTSE and Revenue per FTFE

$13,000

$13,500

$14,000

$14,500

$15,000

$15,500

$16,000

$130,000

$135,000

$140,000

$145,000

$150,000

$155,000

$160,000

$165,000

$170,000

$175,000

FY 2010 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015

Total Revenue per FTFE Total Revenue per FTSE

*Source: THECB - Accountability System

29 Reserves and Months of Reserves

Source: AFR III-1 - Schedule (E&G, Designated, Auxiliary Only)

4.20

4.80

5.84 5.76

4.79 4.58

0.00

1.00

2.00

3.00

4.00

5.00

6.00

7.00

$-

$10,000,000

$20,000,000

$30,000,000

$40,000,000

$50,000,000

$60,000,000

$70,000,000

FY 2010 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015

Uncommitted - Unreserved # of Months

30

Tuition & Fees

.

31

Historical Tuition and Fees for

Resident Undergraduate, 15 SCH’s

$3,360 $3,360

$3,548

$3,716

$3,949

$3,000

$3,100

$3,200

$3,300

$3,400

$3,500

$3,600

$3,700

$3,800

$3,900

$4,000

Fall 2012 Fall 2013 Fall 2014 Fall 2015 Fall 2016

32 Hazlewood Historical Trend and Projections

Source: THECB Hazlewood Report, FY16-17 are estimated

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

$3,000,000

$3,500,000

$4,000,000

FY12 FY13 FY14 FY15 FY16 FY17

Veterans Spouse/ Dependent Legacy

$1,555,349

$2,363,889

$2,641,339 $2,618,369

$3,000,000

$3,500,000

33

FY 2017 Proposed Revenue

Budget and Variance

.

34

Revenue Budget and Variance

Budget (In Thousands)

Variance

Revenues FY 2016 FY 2017 Amount %

State Appropriations $ 48,193 $ 53,699 $ 5,506 11%

Higher Education Fund $ 7,191 $ 10,786 $ 3,595 50%

Tuition and Fees (Gross) $ 82,493 $ 88,029 $ 5,536 7%

Contracts and Grants $ 6,115 $ 6,841 $ 726 12%

Student Financial Assistance $ 21,438 $ 23,031 $ 1,593 7%

Gifts $ 1,070 $ 1,550 $ 480 45%

Sales and Services $ 19,832 $ 21,437 $ 1,605 8%

Investment Income $ 2,932 $ 2,922 $ (10) 0%

Other Income $ 146 $ 146 $ 0 0%

Discounts $ (20,163) $ (203,011) $ (2,848) 14%

Total Revenues $ 169,247 $ 185,430 $ 16,183 10%

35

FY 2017 Revenue Budget

Total Revenue Budget: $185,430 (thousand)

State Appropriations 26%

Tuition and Fees (Gross) 42%

Contracts and Grants 3%

Student Financial Assistance

11%

Gifts 1%

Sales and Services 10%

Investment Income 2%

Other Income 0%

Higher Education Fund 5%

REVENUES

36

Trends and Metrics

.

37

Operating Expense per FTSE


$12,333 $12,275

$13,230

$13,895

$13,573

$11,000

$11,500

$12,000

$12,500

$13,000

$13,500

$14,000

$14,500

FY 2011 FY 2012 FY 2013 FY 2014 FY 2015

Operating Expense per FTSE

38 Administrative Cost Ratio


10.3%

11.0%

10.7%

10.2% 10.2%

9.8%

10.0%

10.2%

10.4%

10.6%

10.8%

11.0%

11.2%

FY 2011 FY 2012 FY 2013 FY 2014 FY 2015

39

NSF Research Expenditure (In Thousands)

*Source: NSF Rankings

$2,679

$2,242 $2,279

$2,541

$2,833

$3,755

-

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

FY 2010 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015

40

NSF Research Expenditures by Source (In Thousands)

*Source: NSF Rankings

Federal Government

$1,121 30%

State/Local Government

$1,159 31%

Business/ Nonprofit/

Other $433 11%

Institutional Funds $1,042 28%

41

FY 2017 Proposed

Expense Budget and Variance

.

42

FY 2017 Proposed Expense Budget

Variance by Category (In Thousands)

Budget Variance Total Expenditures FY 2016 FY 2017 Amount %

Salaries - Faculty $ 33,018 $ 34,974 $ 1,956 6%

Salaries - Non-Faculty $ 29,151 $ 30,352 $ 1,201 4%

Wages $ 4,527 $ 4,615 $ 88 2%

Benefits $ 18,046 $ 20,644 $ 2,598 14%

Personnel Costs $ 84,742 $ 90,585 $ 5,843 7%

Utilities $ 4,932 $ 5,035 $ 103 2%

Scholarships $ 42,067 $ 44,909 $ 2,842 7%

Discounts $ (20,163) $ (23,011) $ (2,848) 14%

Equipment (capitalized) $ 2,016 $ 3,844 $ 1,828 91%

Operations and Maintenance $ 42,413 $ 46,017 $ 3,604 8%

Total Expenditures $ 156,007 $ 167,379 $ 11,372 7%

RFS Transfer $ 9,989 $ 13,702 $ 3,713 37%

Total $ 165,996 $ 181,081 $ 15,085 9%

43

Total Expense Budget: $167,378 plus RFS Debt Service $13,372

FY 2017 Expense Budget (In Thousands)

Personnel Costs 47%

Utilities 3%

Scholarships 24%

Equipment (capitalized)

2%

Operations and Maintenance

24%

EXPENSES

44

FY 2017 Proposed Expense Budget

Variance by Fund Group/NACUBO Function

Budget Variance

E&G and Designated FY 2016 FY 2017 Amount %

Instruction $ 54,300 $ 56,447 $ 2,147 4%

Academic Support $ 16,425 $ 17,149 $ 724 4%

Student Services $ 10,029 $ 11,574 $ 1,546 15%

Scholarships and Fellowships $ 8,886 $ 9,849 $ 963 11%

Institutional Support $ 11,062 $ 12,205 $ 1,143 10%

O&M of Plant $ 13,410 $ 13,118 $ (292) -2%

Public Service $ 1,385 $ 1,436 $ 51 4%

Research $ 739 $ 2,054 $ 1,315 178%

E&G and Designated Subtotal $ 116,234 $ 123,832 $ 7,598 7%

Auxiliary $ 25,780 $ 27,939 $ 2,159 8%

Auxiliary Subtotal $ 25,780 $ 27,939 $ 2,159 8%

Restricted

Instruction $ 557 $ 44 $ (513) -92%

Academic Support $ 178 $ - $ (178) -100%

Student Services $ 711 $ 1,193 $ 482 68%

Scholarships and Fellowships $ 11,648 $ 12,611 $ 962 8%

Public Service $ 163 $ 477 $ 314 193%

Research $ 736 $ 1,283 $ 547 74%

Restricted Subtotal $ 13,993 $ 15,607 $ 1,614 12%

Total $ 156,007 $ 167,379 $ 11,370 5%

45

New Goals and Objectives (Including Method of Finance)

Goal 1: Graduate More Students with High Impact Experience

Budget Impact Method of Finance FTE's

Additional Faculty Lines $670 thousand 9

New Tuition Revenue $350 thousand

Reallocation of existing funds $320 thousand

Nursing and Health Sciences Building $5.7 million N/A

Tuition Revenue Bond $3.7 million

Higher Education Fund $2 million

46 New Goals and Objectives

(Including Method of Finance)

Goal 2: Retain High Quality Faculty & Staff


Merit Raise $1 million

FY 2016 – FY 2017 GR Revenue $1 million

Faculty Promotions $75 thousand

FY 2016 – FY 2017 GR Revenue $75 thousand

PwC Compensation Review $280 thousand


47 New Goals and Objectives

(Including Method of Finance)

Goal 3: Innovative Planning


Investment in Technology and Equipment $2 million

Higher Education Funds $1.8 million

Fees $200 thousand

Extended University Services $400 thousand


General Appropriations (MITC) $200 thousand

48 Salary Plans

FY 2017 Salary Plan Amount

Faculty

2% Merit Pool $ 550,000

Promotions and Market Adjustments 75,000

Benefits 132,000

Faculty

Subtotal $ 757,000

Staff

2% Merit Pool $ 450,000

PwC Class Compensation Project 280,000

Benefits 146,000

Staff

Subtotal $ 876,000

Total $ 1,633,000

49

Section IV.

Request to Exceed FTE Limit

.

50

Texas A&M-Commerce Will

Not Request Any Increases

Current FTE Cap Level 797

Requested Increase 0

Revised Cap 797

51

Section V.

Auxiliary Operations

.

52

Residence Life (In Thousands)

Residential Life Actuals Budget Budget Variance

FY 2015 FY 2016 FY 2017 $ %

Revenue $ 12,411 $ 11,590 $ 12,132 $ 542 5%

Operating Expenses $ 6,135 $ 7,194 $ 7,742 $ 548 8%

Debt Expense $ 4,412 $ 4,396 $ 4,390 $ (6) 0%

Net Income (Loss) $ 1,864 $ 0 $ 0 $ 0 0%

53 Food Services

(In Thousands)

Food Services Actuals Budget Budget Variance

FY 2015 FY 2016 FY 2017 $ %

Revenue $ 5,961 $ 5,161 $ 6,210 $ 1,049 20%

Operating Expenses $ 5,124 $ 4,618 $ 5,665 $ 1,047 23%

Debt Expense $ 545 $ 543 $ 545 $ 2 0%

Net Income (Loss) $ 292 $ 0 $ 0 $ 0 0%

54

Athletics (In Thousands)

Athletics Actuals Budget Budget Variance

FY 2015 FY 2016 FY 2017 $ %

Revenue $ 6,067 $ 5,756 $ 6,139 $ 383 7%

Operating Expenses $ 5,985 $ 5,676 $ 6,056 $ 380 7%

Debt Expense $ 82 $ 80 $ 83 $ 3 4%

Net Income (Loss) $ 0 $ 0 $ 0 $ 0 0%

55

Section VI.

Capital Plan Update

.

56 Capital Planning

Priority Projects on

Current Capital Plan

Planning

Amount

Primary

Funding

Sources

Current Status Gross Square

Footage

Nursing & Health

Sciences $54M TRB Design 112,000

Morris Rec Center

Expansion $5M Student Fees Concept 10,000

57 Nursing & Health Sciences Building

58 Expansion of the Morris Recreation Center

59

Additional Projects

.

60 P3 Residence Hall

61 Possible Upcoming Projects

Priority Projects on

Current Capital Plan

Planning

Amount

Primary

Funding

Sources

Current Status Gross Square

Footage

Projected

Date

Library Center for

Educational

Innovation/Faculty

Development

$60M TRB* Concept 141,200 2018

Gee Library

Renovation/Repurposing $20M TRB Concept 140,250 2020

Multi Purpose Event

Center $30M Athletic Fee Concept 100,000 2020

62 Library & Center for Educational Innovation &

Faculty Development

63 Gee Library Renovation/Repurposing

64 Multipurpose Event Center

65 Audit Update

Texas A&M University-

Commerce

Total # of

Recommendations

Per Follow-Up Audit Number of

Recommendations

Date of Follow–

up Audit Cleared Remaining

Financial Management

Services & Tuition and Fees

FY 2016

4* November 2016 2 2

Review of Governance 0 N/A N/A N/A

*TAMUC has implemented 3 out of 4 recommendations as of March 2016

66

66

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