Budget Kickoff

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Budget Kickoff FY 2010 April 28, 2009
Juan J. Castillo VP Finance and Administration
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• Things we will discuss today
• The new BAC
• The budget schedule
• New/exisiting funds
• Budget forms

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Budget Advisory Committee

• The Budget Committee is a collaborative body
  that works for the greater good of the
  University, and members are prohibited from
  advocating or campaigning for their department or
  college.  The Budget Committee does not approve
  or reject any budget requests, but works instead
  in an advisory capacity. 

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Budget Advisory Committee

• Faculty college representatives
• Louise Autio (Nursing)
• Aleta Belcher (Education)
• Tagi Sagafi-Nejad (Business)
• Claudia San Miguel (Arts Sciences)
• Faculty senate representative
• William Riggs

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Budget Advisory Committee

• Professional and support staff representatives
• Mario Moreno (Title V)
• Sandra Pena (HR)
• Administrator representatives
• Natalie Burkhalter (instructional)
• Juan Lira (non-instructional)
• Administrative Advisory Council representative
• Jessica Palacios

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Schedule

• Important dates
• April 28 Budget request forms distributed
• May 1 Merit worksheets distributed
• May 14 Budget request forms due to VPs
• Due date to deans is set by college
• May 15 Merit worksheets due to VPs
• Due date to deans is set by college
• May 21-22 BOR meeting to review proposed
  tuition and fee increases

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Schedule

• Important dates
• May 26 Budget request forms and merit
  worksheets due to VPFA (submitted by VPs)
• May 29 Budget Advisory Committee (BAC) kickoff
  meeting
• June 2-4 BAC review of budget requests
• Summer (tba) President budget presentation to
  University
• August BOR meeting to approve University
  budgets

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Funding Sources

• State appropriations
• House bill
• Senate bill
• Conference committee
• Board authorized tuition (designated tuition)
• HEAF
• Acquire land Construct buildings
• Major repair Capital equipment

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State Appropriations

• House bill

Total Revenues 51,416,623
Instructional/ operations support 21,845,509
Infrastructure support 3,449,355
Special items support 10,823,139
Interagency contracts 193,525
Research fund 34,904
Debt service 12,976,459
Current Expenses 49,322,891
Sub-total new revenue 2,093,732
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State Appropriations

• House bill

New Revenues 2,093,732
Merit 715,000
Minimum wage increment 15,000
Pay scale adjustment 26,000
Net New Revenues 1,337,732
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State Appropriations

• Senate bill

Total Revenues 50,420,959
Instructional/ operations support 21,845,509
Infrastructure support 3,449,355
Special items support 10,702,366
Interagency contracts 193,525
Research fund 34,904
Debt service 12,976,459
Current Expenses 49,958,118
Sub-total new revenue 1,218,841
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State Appropriations

• Senate bill

New Revenues 1,218,841
Merit 715,000
Minimum wage increment 15,000
Pay scale adjustment 26,000
Net New Revenues 462,841
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Board Authorized Tuition

• Proposed 5/SCH increase to designated tuition

Total Revenues 9,872,288
Current expenses 9,540,122
Sub-total new revenue 332,166
Merit 85,000
Minimum wage increment 36,406
Net new revenues 210,760
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Merit Increases

• Merit vs. COLA
• Merit pool 3
• Merit increase decisions should reflect the
  results of college completed matrices.
• Barring this, some other form of written
  justification should be available to support your
  decision. 
• You should always be able to justify your
  decisions to
• Faculty questioning his or her merit increase
• The provost
• Any outside auditing agency reviewing
  compensation practices.

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Merit Increases

• May 15 Merit worksheets due to VPs

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Budget Request Forms

• All budget requests are listed due to VPs May 14

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Budget Request Forms

• Budget narrative gives more details about each
  request

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Budget Request Forms

• Some notes about forms
• Both forms are locked
• There are automated prompts to assist with
  completion
• Complete using the default font
• List ALL requests
• Requests that tie back to the University
  Strategic Plan will have a better chance of being
  funded

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Regardless of what bill is passed, the pie is
limited so
spend wisely.
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?
Questions