may 15, 2009 texas a&m university - corpus christi fiscal forum 1

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May 15, 2009

Texas A&M University - Corpus Christi Fiscal Forum

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Fiscal Forum

• Review current year budget revenues and expenses- FY 2009

• Review possible revenue sources for FY 2010 budget

• Critique Budget process-suggestions for FY 2011 Budget

• Presentations by Division

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General Revenue34.1%

Benefits Paid By State5.7%

HEF5.9%Statutory Tuition

7.1%

Designated Tuition11.9%

Student Fees10.6%

Contracts & Grants16.4%

Sales And Services3.7%

Investment & Misc. Income1.7% Gifts

2.9%

Texas A&M University - Corpus ChristiFY 2009 Budgeted Revenues by Source

Total: $139,813,960

TaxpayersState Appropriations

Students

Others

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Instruction26.6%

Academic Support

9.7%Institutional

Support8.7%Facilities & Utilities

11.5%Debt Service

10.1%

Public Service1.3%

Student Service5.1%

Auxiliary9.4%

Research9.7%

Scholarships & Fellowships7.8%

Total: $138,165,334 including Debt Service

Instruction29.6%

Academic Support10.8%

Institutional Support9.6%

Facilities & Utilities12.8%

Public Service1.5%

Student Service5.7%

Auxiliary10.4%

Research10.8%

Scholarships & Fellowships8.7%

Total: $124,381,675 without Debt Service

Texas A&M University – Corpus ChristiFY 2009 Budgeted Expenses by Function

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Salaries - Faculty20%

Salaries - Staff23%

Wages2%Benefits

12%

Travel1%

Utilities3%

Scholarships9%

Operations & Main-tenance

13%

Equipment (Capitalized)6%

Retirement of Indebtedness10%

Texas A&M University - Corpus ChristiFY 2009 Budgeted Expenses by Major Category

Total: $138,165,334

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FY 2010 Sources

• State Appropriations-as of May 4, 2009 conference committee just beginning their work

• See handout on differences in House and Senate Budget bills

• Tuition and Fee increases could still be limited due to pending legislation or system required

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Fee Description Basis Current IncreaseNew FALL

09 New Funds

Designated Tuition SCH $91.00 $12.00 $103.00 $2,334,190.00

Graduate Statutory Tuition SCH $62.50 $7.50 $70.00 $184,543.00

International Education Fee STU $1.00 $2.00 $3.00 $44,544.00

Student Service Fee STU $16.64 $1.66 $18.30 $300,862.00

Texas A&M University – Corpus ChristiProposed* Fee Increases for FY2010

* Pending Board Approval

Fall ‘09 Undergraduate Student Tuition & Mandatory Fees(15 SCH) = $ 3,049 – approximately 6.3 % increaseFall ‘09 Graduate Student Tuition & Mandatory Fees (9 SCH) = $2,183 -- approximately 9.7% increase

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Texas A&M University – Corpus ChristiKnown FY 2010 Budget Challenges

Faculty & Staff Merit Increases $1,334,562 SACS and QEP $220,000

Decrease in Interest Income ($1,000,000)

Capital Excellence now in formula ($511,126)

Increase in System Assessment $235,620

Scholarships/Set Asides $475,948

Decrease in Endowment Returns Will impact FY 2011

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Fiscal Forum Review of Budget Process FY 2010

• Issues, recommendations or changes – Performance reviews due earlier, short

notice, collides with other tasks such as SACS• Guidelines and instructions will be out well in

advance of March 31st deadline• HR in process of developing on-line tools for

performance review preparation to assist managers

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• Issues, recommendations or changes – Information requests for new or increased

fees issued November • Comprehensive review of operations and existing

funding must occur to plan for 2011 fee considerations• October-fee and budget guidance distributed to begin

review for potential fee increases or new fees• Likely our fee requests will be impacted by current

legislation, may require a student referendum• Expect student referendum for Athletic Fee increase

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• Issues, recommendations or changes– Self-funded accounts had submission separate

from University requests• need to be routed through VP office and require review

and approval by president same as other requests

– Merit decisions earlier in process to facilitate one budget book and information distribution earlier

• To be eligible for merit, employee must be appointed by first day of Spring Semester

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• Issues, recommendations or changes– Summaries not able to merge from the individual

department submissions• Will look at ability to have interactive ways to select

items and pull into a summary

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• Issues, recommendations or changes – Weave On-line and assessment information could

not be entered until later in year due to upgrade of software

• Data collections and findings for 2008-09 cycle can be entered anytime after May 2009

• Weave On-Line 2008-09 cycle will be completed much earlier –November 2009

• Objectives for 2009-10 will be entered and available to assist with budget planning for 2011

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• Issues, recommendations or changes – Weave On-line and assessment information linked

to Budget process was not as effective as needed• Objectives and assessment information needs to be

used to plan and as basis for closing the loop on strategic planning.

• Will not use Weave On-Line to enter budget requests for FY 2011

• Will still need all requests to identify the unit plan objective or a new objective in linking assessments to resource allocations

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Fiscal ForumDivision Budget Priorities FY 2010

• Recap from each division – Total Amount of Division budget request– Total Amount put forward for consideration– Top 5 budget priorities with brief description

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• Fiscal ForumAcademic Affairs Budget Priorities

FY 2010

Total Amount of Division budget request

$11,098,774

Total Amount put forward for consideration

$3,895,701

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Fiscal ForumAcademic Affairs Budget Priorities

FY 2010

• New Tenure Track Faculty to meet the needs of growing student population

• Retention Initiative to increase student retention from 61% to 70%

• Enrollment Management Initiatives to improve recruitment and customer satisfaction

• Graduate TA’s, RA’s, and GA’s to match new degree program proposal commitments

• Library funding to maintain the quality of library services and the library collection

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Fiscal ForumStudent Affairs Budget Priorities

FY 2010


$311,707Total Amount put forward for consideration

$311,707

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Fiscal ForumStudent Affairs Budget Priorities

FY 2010

• Increase Interpreter Services• Increase for minimum wage, address equity

issues• Islander Lights• Fund administration of University Housing

Services currently funded by SS Fees• Fund other university services currently

funded by SS Fees

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Fiscal ForumF&A Budget Priorities FY 2010


$2,500,000 plus $271,000 one time


$475,000 $171,000 one time

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Fiscal ForumF&A Budget Priorities FY 2010

• IT positions supporting growing technological needs

• HR immigration specialist, facilitate processing foreign nationals

• Student wage increase- minimum wage• New facility costs-supplies and personnel• Mandatory commitments for banking, credit

card fees and software maintenance• One-time costs for WEB CT

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Fiscal ForumIA Budget Priorities FY 2010


$194,300$240,000 one time


$181,900$200,000 one time

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• Student wages and minimum wage increase• Campus Call Module• Lexis Nexis Research• Metro Recruitment• Postage costs

• One Time Micro campaign costs

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• Athletics Priorities – Realistic Revenue Budget– Realistic Expense Budget with increases for

• Cover scholarship expenses & summer school,• Insurance claims• Southland conference championships, additional

postseason funding and dues• Salaries and benefits for retention and new hires• Facilities , athletic training funding & software• Travel

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Fiscal Forum Planning &IE Budget Priorities FY 2010


$72,600Total Amount put forward for consideration

$72,600

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Fiscal ForumPlanning & IE Budget Priorities FY 2010

• Assessment Analyst to provide additional guidance and assistance for unit assessments

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Fiscal forum

All requests total $14,177,381

Requests moved forward

$4,936,908

may 15, 2009 texas a&m university - corpus christi fiscal forum 1

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