Programmatic Budget Review FY 2018 Texas A&M University-San - - PowerPoint PPT Presentation

Programmatic Budget Review FY 2018

Texas A&M University-San Antonio

Build Impact Transform

SECTION I ACADEMIC PERFORMANCE

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Enrollment Trend

Total enrollment has grown by 134% since 2009

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1000 2000 3000 4000 5000 6000

Fall 2009 Fall 2010 Fall 2011 Fall 2012 Fall 2013 Fall 2014 Fall 2015 Fall 2016 1757 1757 2324 2324 2604 2604 2893 2893 3316 3316 3444 3444 3634 3634 4568 4568 586 586 796 796 950 950 1133 1133 1196 1196 1077 1077 930 930 906 906

Undergraduate Graduate

Implemented comprehensive expansion Enrolled inaugural class 505 freshman Added 211 sections of lower-division courses

Source: CBM001

Long-Term Growth Plan

• Enrollment Goals:
• Fall 2017: 21% growth (6,627 HC)
• Fall 2018: 15% growth (7,638 HC)
• Fall 2019: 12% growth (8,546 HC)
• Fall 2020: 10% growth (9,406 HC)
• Fall 2021: 9% growth (10,257 HC)
• Enrollment Plan:
• Continue to Right-Size Expansion
• Become a National Model for Student and Academic Success
• Develop Robust Early College High School Programs
• Engage in Community Partnerships

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Long-Term Growth Plan (cont.)

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Fall 2011 Fall 2012 Fall 2013 Fall 2014 Fall 2015 Fall 2016 Fall 2017 Fall 2018 Fall 2019 Fall 2020 Fall 2021 COAS UG 1052 1299 1489 1575 1686 2139 2604 3000 3347 3672 4006 GR 12 17 16 20 19 17 20 23 26 29 34 COB UG 628 765 890 954 988 1223 1489 1715 1913 2099 2291 GR 350 433 420 419 405 408 485 565 646 727 795 COED UG 920 909 929 905 956 1191 1450 1671 1864 2045 2232 GR 576 674 744 624 478 439 522 608 695 782 855 TOTAL 3538 4097 4488 4497 4532 5417 6570 7582 8491 9354 10213 GOALS 6627 7638 8546 9406 10257 Projected Rate of Increase 21% 15% 12% 10% 9% On track to reach goal of 9,000 students by 2020

Student Demographics Fall 2016

Student Enrollment 5,474

73% of enrolled students report that they are first generation

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46.40% 53.60% Attendance Status Full-time Part-time 37% 63% 0% 20% 40% 60% 80% Male Female Gender

Source: CBM001 Source: CBM001 Source: CBM001

6% 71% 19% 5% 0% 10% 20% 30% 40% 50% 60% 70% 80% African American Hispanic White Other

Race/Ethnicity

Student Factoids Fall 2016

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Out of State Student Enrollment Alaska Louisiana New Mexico Arkansas Maryland New York California Michigan Maryland Colorado Mississippi North Carolina Florida Missouri South Carolina Indiana Nebraska Virginia Kansas Nevada Washington International Student Enrollment Angola, Azerbaijan, Brazil, People’s Republic of China, France, Ghana, India, Italy, South Korea, Mexico, Nigeria, Pakistan, Qatar, United Kingdom, North Vietnam, Taiwan

Source: A&M-SA Fact Book 2016; 2016 President’s Report

Fall Semester Credit Hours

8 Source: A&M-SA 2016 Fact Book

20,454 28,093 31,570 36,825 40,202 39,727 39,196 51,059 10,000 20,000 30,000 40,000 50,000 60,000 Fall 2009 Fall 2010 Fall 2011 Fall 2012 Fall 2013 Fall 2014 Fall 2015 Fall 2016

Student to Faculty Ratio

9 Source: A&M-SA 2016 Fact Book

FTSE per FTFE 18 15.5 16 16.5 17 17.5 18 18.5 Fall 2011 Fall 2012 Fall 2013 Fall 2014 Fall 2015 Fall 2016 16.5 17.8 18.2 17 17.8

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Number of Undergraduates receiving Grant Aid (Not Loans)

Institutions Students Percentages Texas A&M University-San Antonio 2,092 61% University of Illinois at Springfield 1,980 65% Western New Mexico University 1,768 62% Athens State University 2,147 69% Governors State University 2,091 58% University of Florida-St. Petersburg 2,367 62% FY2015 first year awarded as a standalone institution.

Source: IPEDS

Faculty Average Salaries

Faculty Title FY 2015 FY 2016 Percentage Change Professor $88,360 $88,593 0% Associate Professor $74,087 $72,878

• 2%

Assistant Professor $65,205 $65,752 1%

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Source: Faculty Salaries, http://www.txhighereddata.org/index.cfm?objectId=275F4F21‐911A‐6892‐ 5CFEDF68464ED2BB

Degrees Awarded

627 647 797 833 1,005 1,040 187 241 250 319 311 279 200 400 600 800 1,000 1,200 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16

Degrees Awarded As an independent institution and by academic year

Bachelors Masters

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Degrees Offered: Bachelor’s - 27 Master’s - 11

Source: CBM009

Total Degrees Awarded (Kingsville & San Antonio): 9,973

SECTION II ACADEMIC PROGRAM DEVELOPMENT

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Academic Program Development

Recently approved programs:

• B.S. in Child Development (Fall 2017 implementation)
• M.A. in Clinical Mental Health Counseling (Fall 2018 implementation)
• M.S. in Water Resources Science and Technology (Fall 2018 implementation)

In development:

• B.S. in Chemistry
• B.S. in Hydrology and Water Resources

Phased out or being phased out:

• B.S. in Community Health

In planning:

• M.S. in Biology
• Bachelor’s degree in Engineering Education
• B.S. in Computer Engineering Technology

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SECTION III - FINANCIAL

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State Appropriations per FTSE

$5,837 $4,995 $6,438 $5,729 $6,536 $6,730 $8,967 $0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000 $9,000 $10,000 FY 2010 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015 FY 2016 (In thousands)

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Net Tuition & Fee Revenue per FTSE

$4,270 $4,885 $6,012 $6,236 $6,338 $6,727 $6,773 $0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000 FY 2010 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015 FY 2016 Fiscal year Net T&F per FTE

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Reserves and Months of Reserves

$3.55M $7.14M $10.51M $11.73M $13.11M $14.83M

1.9 3.0 3.7 3.7 3.9 3.9

0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5 4.0 4.5 $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000

FY 2011 FY 2012 FY 2013 FY 2014 FY 2015 FY 2016

Uncommitted - Unreserved # of Months

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FY 2018 Tuition and Fee Changes

1.8% increase from Fall 2016 to Fall 2017

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$4,035 $4,107 $3,980 $4,000 $4,020 $4,040 $4,060 $4,080 $4,100 $4,120 Fall 2016 Fall 2017 GUARANTEED RATE $3,904 $3,974 $3,860 $3,880 $3,900 $3,920 $3,940 $3,960 $3,980 Fall 2016 Fall 2017 OPTIONAL ONE-YEAR RATE

20% student participation 80% student participation

Hazlewood Exemption

$0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 $1,800,000 FY 2012 FY 2013 FY 2014 FY 2015 FY 2016 Veteran Spouse/Dependent Legacy $660,846 $932,848 41% incr $1,133,149 21% incr $1,255,333 11% incr $1,546,003 23% incr

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16% of enrolled students identify as military connected From FY2012 to FY2016 there has been a 134% increase

FY 2018 Proposed Revenue Budget and Variance

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Texas A&M University‐San Antonio

REVENUES

FY 2017 FY 2018 Amount % State Appropriations 34,449 $ 32,243 $ (2,206) $ ‐6% Tuition and Fees (Gross) 30,571 $ 40,519 $ 9,947 $ 33% Contracts and Grants 212 $ 345 $ 133 $ 63% Student Financial Assistance 7,100 $ 14,005 $ 6,905 $ 97% Gifts 25 $ 77 $ 52 $ 208% Sales and Services 302 $ 528 $ 226 $ 75% Investment Income 447 $ 626 $ 179 $ 40% Other Income ‐ $ 59 $ 59 $ 0% Discounts (5,223) $ (9,519) $ (4,296) $ 82%

TOTAL REVENUES

67,883 $ 78,881 $ 10,998 $ 16% (in thousands) Variance

FY 2018 Revenue Budget

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State Appropriations Tuition & Fees (Gross) Sales & Service Investment Income Student Financial Assistance

Hold Harmless and Effect of Special Item Cuts

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11.600 11.000 1 8.020 6.600 0.74 1.65

• 2.000

0.000 2.000 4.000 6.000 8.000 10.000 12.000 14.000 Transitional Funding Comprehensive Expansion Institutional Enhancement Hold Harmless

In thousands

16-17 Biennium 18-19 Biennium Linear (16-17 Biennium)

Administrative Cost Ratio

20.93% 19.88% 13.28% 13.16% 0.00% 5.00% 10.00% 15.00% 20.00% 25.00% FY 2013 FY 2014 FY 2015 FY 2016

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Committed to Administrative Cost Ratio between 10‐13%

FY 2018 Proposed Expense Budget Variance by Category

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EXPENSES FY 2017 FY 2018 Amount % Salaries ‐ Faculty 14,450 $ 16,302 $

1,852 $ 13%

Salaries ‐ Non‐Faculty 15,428 17,542

2,114 14%

Wages 1,040 1,593

553 53%

Benefits 7,279 7,462

183 3%

Personnel Costs 38,197 $ 42,899 $

4,702 $ 12%

Utilities 800 896

96 12%

Scholarships 10,707 18,054

7,348 69%

Discounts (5,223) (9,519)

(4,296) 82%

Equipment (capitalized) 165 165

‐ 0%

Operations and Maintenance 16,617 18,685

2,068 12%

TOTAL EXPENSES 61,263 $ 71,181 $

9,919 $ 16%

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FY 2018 Proposed Expense Budget Variance by NACUBO Function

FUND GROUP / NACUBO FUNCTION

E&G and Designated: FY 2017 FY 2018 Amount % Instruction 20,211 $ 22,128 $ 1,916 $

9%

Academic Support 7,165 7,710 545

8%

Student Services 13,013 16,406 3,394

26%

Scholarships and Fellowships 3,253 3,955 702

22%

Institutional Support 8,125 9,274 1,149

14%

O&M of Plant 6,522 5,644 (878)

‐13%

Public Service 293 359 66

23%

Research 5 251 246

>500%

E&G and Designated Subtotal: 58,587 $ 65,729 $ 7,142 $

12%

Auxiliary: Auxiliary 233 $ 277 $ 44 $

19%

Auxiliary Subtotal: 233 $ 277 $ 44 $

19%

Restricted: Academic Support 10 ‐ (10)

‐100%

Student Services 30 30

0%

Scholarships and Fellowships 2,230 4,830 2,600

117%

Research 202 315 113

56%

Restricted Subtotal: 2,442 $ 5,175 $ 2,734 $

112%

TOTAL 61,263 $ 71,181 $ 9,919 $ 16%

(In thousands) VARIANCE

FY 2018 Expense Budget

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Personnel Costs Utilities Scholarships Equipment (Capitalized) Operations and Maintenance

103 380

• 50

100 150 200 250 300 350 400 FY 2015 FY 2016

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Research Expenditures

In thousands

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FY 2018 Goals and Objectives

Objective Method of Finance Amount (in thousands) Estimated FTE’s Needed Continue to grow faculty to meet comprehensive expansion needs and general student enrollment growth Tuition and Fee Growth $864 8.25 Develop academic administrative support: library specialists, web applications developers, grant writers Tuition and Fee Growth $225 6 Provide student success support for the growing student body: counselors, advisors, student engagement and success specialists Tuition and Fee Growth $784 9

Estimated growth of 1,000 students per year

FY 2018 Salary Plan

*Contingent on enrollment

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Faculty salaries account for 21% of the budget

FY2018 Salary Plan Amount Faculty: 3% Merit Pool* $420,000 Market Adjustments $50,000 Benefits $97,000 Faculty Subtotal: $567,000 Staff: 3% Merit Pool* $450,000 Benefits $103,000 Staff Subtotal: $553,000 Total: $1,120,000

SECTION IV REQUEST TO EXCEED FTE LIMIT

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FY 2018 Request to Exceed FTE’s

Current FTE Cap Level 264.8 Requested Increase 126.1 Revised Caps: 390.9 Requested Increase Existing Staff 36.1 Faculty 43.0 Administrative 8.0 Staff 39.0 Total 126.1

The additional 126.1 FTEs are needed to facilitate continued downward expansion to transform Texas A&M University-San Antonio into a comprehensive university. Of the 126.1 FTE's being requested, 36.10 FTE's are the result of the cap being reduced from 269.0 in 2015 to 232.9 in 2016 despite the approval and funding received for downward expansion. Of the remaining 90.0 FTE's being requested, 43 are for faculty positions, 39 are student support FTE's and 8 administrator positions are to support the growing need of a comprehensive student population to ensure student success including areas of academic counseling, advising, and tutoring.

Justification

SECTION V AUXILIARY OPERATIONS

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Auxiliary Operations

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Auxiliary Operations (in thousands) Parking, Food Service (Chartwells), Bookstore (Barnes & Noble) Actuals Budget Budget Variance FY2016 FY2017 FY2018 Amount % Revenues $196 $233 $277 $44 18.9% Expenses $196 $233 $277 $44 18.9% Transfers Out

• Net Income/(Loss)

Auxiliaries are Growing

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Expanded Dining Options Expanded Cafe Food Trucks Coffee Student Recreation Programs Expanded Parking

SECTION VI CAPITAL PLAN UPDATE

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Projects Under Construction Project Budget ($) Primary Funding Source % Construction Completed Gross Square Footage Projected Completion Date Science and Technology Bldg $63M TRB 23% 145,000 8/2018 Academic and Administration Bldg, Phase 1 $25M PUF Programming 45,000 TBD

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Capital Plan Update

Projects Under Construction Project Budget ($) Primary Funding Source % Construction Completed Gross Square Footage Projected Completion Date Parking Lot Expansion $3.5M RFS 60% 408,700 Phase 1: August 2017 Phase 2: October 2017 Modular Classrooms Lease $147,000/yr GR 40% 20,000 August 2017 Kinesiology Pavilion $785,000 PUF 25% 5,400 August 2017 Recreation Field $200,000 Rec Fees 5% 45,000 August 2017

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Capital Plan Update (cont.)

Private-Public Partnerships

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Esperanza Hall – Student Housing Two Five-Acre Parcel Development San Antonio River Authority Recreation Center

SECTION VII Audit Update

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FY Code Audit Title Number of Recommendations Completion Date Reported as Implemented by Management Reported as Not Yet Implemented by Management 2016 3 Review of Financial Management Services 1 2 October 2017 2017 4 Review of IT Governance Processes and General Controls 10 August 2017

Audit Update

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No Remaining Fiscal Year 2017 and 2018 Audits.

Questions?