Eastern Washington University Operating and Capital Budget 2009-11 Biennium 1 6/25/2009
Overview Legislative Session & Budget Outcomes • Budget Planning Process • Tuition Increases • Operating Fee Revenue • 2009-11 Biennial Operating Budget • 2009-11 Biennial Capital Budget • 2 6/25/2009
State Operating Budget Legislative Session & Budget Outcomes 3 6/25/2009
Conference Budget – State Funding Summary of Legislation FY 2010 FY 2011 2009-11 Total Maintenance Level Funding* $61,575,000 $62,159,000 $123,734,000 Reduction (13,322,000) (13,322,000) (26,644,000) Federal Stimulus Funding Offset (5,522,000) - (5,522,000) Total Reductions (18,844,000) (13,322,000) (32,166,000) Federal Stimulus Funding 5,522,000 - 5,522,000 Net Reductions after Federal Stimulus ($13,322,000) ($13,322,000) ($26,644,000) Total State Funding (Appropriation) $48,253,000 $48,837,000 $97,090,000 % Change from Maintenance Level -21.64% -21.43% -21.53% * Reflects the carryforward cost plus all mandatory caseload, enrollment, inflation and other legally unavoidable costs and is net of benefit changes. 4 6/25/2009
Conference Budget – State Funding Tuition and Other Fees - Increase Authority • Authority to increase resident undergraduate tuition by 14% and other categories as deemed necessary • Authority was received to increase self support fees, special lab & course fees, counseling fees, and administrative fees Fiscal Stabilization Grant • Federal fiscal stabilization funds are used to avoid higher tuition increases and the additional reductions in state-support. Maintenance and Operations • Eastern received M&O funds for the Hargreaves Hall addition; $166,000 in FY2010 and an additional $4,000 in FY2011. Math Science Teacher Endorsements • Requires the college of education to develop a plan by October 30, 2009 to increase the number of math and science teacher endorsements and certificates. 5 6/25/2009
Conference Budget – State Funding Performance Agreements • Requires public four year institutions to develop performance agreements for the period of September 1, 2009 through June 30, 2015. These agreements shall reflect the level of state, tuition and other resources appropriated or authorized for each intuition in this budget. Conference Budget Restrictions • The president and trustees shall manage budget reductions to minimize the impact to students. Eastern shall maintain and endeavor to increase enrollment and degree production in the following high demand fields: – computer and information sciences; – mathematics and statistics; – engineering and engineering technology; – education with specializations in special education, math, or science; – biomedical and biological sciences; and – health professions/clinical sciences. 6 6/25/2009
Conference Budget – State Funding Additional Contribution To Institutional Financial Aid Fund Eastern shall assure that at least 1/7 th of the additional tuition revenue from the resident • undergraduate tuition increase in excess of 7% per year is used to provide additional financial aid to resident undergraduate students. Programs of Study • Eastern shall eliminate and consolidate programs of study for which there is limited student or employer demand, or that are not areas of core academic strength for the institution, particularly when such programs duplicate offerings by other Washington institutions. 7 6/25/2009
Budget Planning Process Budget Planning Process 6/25/2009 8
Operating Budget – Budget Planning Process • December 2008 – Governor’s Budget Release • January 2009 – Initial campus wide budget forum • February 2009 – Unit Phase 1 budget reduction proposals submitted by executive staff • March 2009 – UBC work session where unit heads presented Phase 1 budget proposals and responded to questions raised by the committee – UBC formed workgroups to focus on different aspects of the budget • April 2009 – Sponsored follow-up campus wide budget forum followed by work session – Recommendation to President that Phase 1 reduction proposals move forward • May 2009 – Board of Trustees first read of budget – Board of Trustees continued campus input • June 25, 2009 – Approval by the Board of Trustees • Summer 2009/Spring 2010 – Phase 2 reorganization planning 9 6/25/2009
Reduction Guidelines Board of Trustees Statement of Budget Reduction Principles • Conduct a collaborative and transparent process involving all stakeholders of the University. • Place student success first—protect the teaching mission • Place University priorities over unit priorities while maintaining the flexibility to meet future challenges and opportunities • Lead the University community to the understanding that it cannot be all things to all people and interests. • Evaluate, and if feasible, implement any and all revenue enhancement strategies • Continuously ask: “Is what we are doing more important than what we should be doing?” • Fully engage the knowledge, imagination, ingenuity, and creativity of the University community to arrive at innovative solutions which will address the budget shortfalls. • Goals: Tighten; Target; Enhance 10 6/25/2009
Reduction Guidelines President’s Guidelines Units provided priority rankings, a tie to the university strategic plan and priorities, justification of priorities, and an assessment plan. Tie to “Student Success” priority: Strategies used: • Recruitment • Elimination of vacant positions • Retention • General operations reductions • Graduation • Reduction of employee term of appointments • Educational Experiences • Shifting of costs to non-state funding • Student Support Services • Unit reorganization 11 6/25/2009
Operating Budget – UBC Recommendations to the President • Consider adopting tuition increases at the full authority • Protect instruction, create flexibility in the budget to cover emergent instructional needs • Fund unbudgeted or underfunded central university commitments such as utilities, Riverpoint leases, etc. • Preserve funding to meet emergent legislative or regulatory compliance issues such as health and safety, fiscal responsibility, and accreditation • Fully fund faculty promotions • Strongly caution against pursuing new initiatives that may have a negative impact on university resources • Any new investments should move thru the formal university budget process • Continue to move toward a ‘green’ campus environment 12 6/25/2009
Phase 1 Reduction Plan Operating Budget Funds FY2010 Phase 1 Original Budget FY2009 (State and Tuition) Reduction Proposal President's Unit $1,275,862 $144,100 Intercollegiate Athletics 2,996,234 336,100 Academic Affairs 53,812,374 6,021,900 Business & Finance 12,598,689 1,411,700 Student Affairs 6,065,798 681,800 University Advancement 2,807,931 316,900 Information Resources 6,175,118 691,500 GUO's, Central Reserves, Utilities 9,300,994 0 (exempted) Total $95,033,000 $ 9,604,000 FY2010 Tuition Revenue Offset 3,718,000 Total University Reduction $13,322,000 Reduction targets applied to each division proportionally based on original budget- approximately 11.2% 13 6/25/2009
Phase 1 Reduction Plan – University Wide Phase 1 Planning – $9.6 Million Reduction Reduction Proposal Total $9,604,000 Operations, $1,502,908 , 15.65% Filled Positions (Salary & Benefit), $3,884,782 , 40.45% Pool Positions (Salary & Benefit), $1,192,225 , 12.41% Vacant Positions(Salary & Benefit), $3,024,085 , 31.49% Phase 1 will be effective July 1, 2009 14 6/25/2009
Phase 1 Reduction Plan – by Executive Level Phase 1 Planning – $9.6 Million Reduction by Unit Salary & Operations Total Information Advancement, Executive Level Benefit Student Affairs, Resources, $316,900 , 3.30% Reduction Reduction $681,800 , 7.10% $691,500 , 7.20% President, Reduction $144,100 , 1.50% Business & Intercollegiate President -$277,702 $133,602 -$144,100 Finance, Athletics, $1,411,700 , $336,100 , 3.50% 14.70% Athletics -64,979 -271,121 -336,100 Academic Affairs* -5,152,082 -869,818 -6,021,900 Business & Finance -1,590,935 179,235 -1,411,700 Student Affairs -515,079 -166,721 -681,800 Advancement -318,766 1,866 -316,900 Information -181,549 -509,951 -691,500 Technology Academic Affairs, $6,021,900 , Institutional Total -$8,101,092 -$1,502,908 -$9,604,000 62.70% *No filled tenure/tenure track positions are being eliminated 15 6/25/2009
Phase 1 Reduction Plan – funding the gap Anticipated one-time costs to cover salary and benefits until base reduction is implemented (funded $2,200,000 with university reserves) 16 6/25/2009
Recommend
More recommend
