www.calpoly.edu

2013-14 Budget Update

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CSU Final State Budget:•$125 million to backfill for 2012-13 tuition fee increase rollback•$125.1 of new funding

– Governor vetoed language requiring that $10 million be earmarked for access to bottleneck courses

•Historically our share is 4-6%

2013-14 CSU Final State Budget

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CSU Expenditure Plan for remaining $125.1 million in new funding:•Continue to allocate $10 million to alleviate bottleneck courses•Mandatory cost increases (health, new space, energy) - $48.2M•1.45% system wide enrollment growth - $21.7M•Compensation pool - $38.0M•Student Access & Success Initiatives - $7.2M

– $675k allocated to CP

2013-14 State Final Budget

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Cal Poly Allocation – Sources & Uses (handout):•Campus Enrollment Target – 16,255 Resident FTES•Mandatory Costs•Continuing Commitments•Future Commitments•Centrally Administered Budgets•Prorated allocation to Divisions

2013-14 State Final Budget

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S&U Worksheet Example

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2013-2014 CSU Operating Fund Sources and Uses of Funds - Governor's Budget

Changes to the 2012-2013 Base Budget1 Sources Future Commitments 1

2 CSU Changes to Base FY 2012/13 FY 2014/15 2

3 Allocated State Tax Revenues 83,073,668 11,937,400 3

4 Enrollment Growth 986,000 4

5 Total, CSU Revenue Increase 12,923,400 5

6 Cal Poly Plan: Academic Fee Revenue 3,753,000 115,000 6

7 State University Fee 95,990,000 3,350,000 7

8 Professional Grad Fee 170,000 0 8

9 Non-Resident Tuition1 14,744,000 3,000,000 9

10 College Based Fee 14,211,000 991,000 10

11 Health Services 5,068,000 283,000 11

12 Student Success Fee 8,605,000 2,595,000 12

13 Other Campus Receipts and Sources 1,453,000 0 13

14 Total, Campus Revenue Adjustment 143,994,000 10,334,000 14

15 Total, 2012-2013 Cal Poly Base Sources 227,067,668 23,257,400 15

16 Cal Poly Unscheduled Base 16

17 Interest Assessment 116,400 53,500 17

18 Total, Unscheduled Base-Contingency (py retirement adj) - -2,806,300 18

19 Total Sources 227,184,068 20,504,600 19

20 Uses, CSU or Legislative Mandates 20

Resident FTE: 16,255

Estimated FY 2013/14

State Support vs. Tuition & Fees

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• Student Success Fee– Second year of three year phase-in of campus fee

increase – (based on 16,000 resident FTE)• 2012-13: $160/qtr. ($8.6 million)• 2013-14: $210/qtr. ($11.2 million)• 2014-15: $260/qtr. ($14.0 million)

– Allocations focus on access to additional classes, progress to degree, student health & well being, and inclusivity and diversity.

Cal Poly Specific Funding

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Reduction in State Support vs. Net Revenue Increase6 year period ending 2013/14

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S & U Process

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$$

CSU Allocation to Cal Poly

CSU Allocation to Cal Poly

Sources & Uses Unmet Needs

Initiatives

Sources & Uses Unmet Needs

Initiatives

Academic AffairsAcademic Affairs

Student Affairs

Student Affairs

President

President

Admin & FinanceAdmin & Finance

Univ. Adv.Univ. Adv.

$$ $$$$

CentralCentral$1.6M

$10.0M

$771k $1.5M

$67k $6.7M

FY 2013/14 Base Budget by Division

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Funding Sources:•State Support (Governor’s proposal):

– Recommended Increase in state support for the next 4 years starting 2013/14

•System wide fees (Governor’s proposal)

– Assumes no system wide fee increases for the next 4 years

• Performance Measures, e.g. graduation rates, transfer rates, etc.

•Enrollment Growth•Capital Campaign

– Scholarships– Facilities– Programs

Future Planning - Sources

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