Budget Update
Elva Martinez, Assistant Director
Budget Planning and Development
February 19, 2013
83rd Legislative Session 2014-2015
Budget Update
 Legislative Appropriations Request Process
 Fiscal Notes Process and Bills to Watch
 Operating Budget
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Tuition and Fee Forecast
Trend Semester Credit Hours (SCH)
Mid-year Revenue Adjustments
FY14 Budget Planning Calendar
Training Classes
 Q&A
83rd Legislature 2014-2015
Legislative Appropriation Requests (LAR) Process
Texas’ two-year budget takes roughly twice that amount of time to prepare,
produce, and administer. Agencies develop their appropriations requests in the
first year, the legislature approves the General Appropriations Act in the second
year, and the budget is implemented over the next two years. Texas Budget 101,
http://www.senate.state.tx.us/SRC/pdf/Budget_101-2011.pdf.
 Strategic Planning – Spring 2012
 LAR Submission – Summer 2012
 Legislative Budget Board (LBB) and Governor’s Office Budget
Recommendations – Fall 2012
 General Appropriations Act – Spring 2013
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83rd Legislative Session 2014-2015
Fiscal Notes Process and Potential Impacts
 Fiscal Notes Process
State statute requires a fiscal note be prepared and accompany a bill or joint
resolution as it goes through the legislative process. A fiscal note is a written
estimate of the costs, savings, revenue gain, or revenue loss that may result from
implementation of requirements in a bill or joint resolution.
 Bills to Watch:

Guaranteed Tuition Rate Plan

Set-Aside Tuition for Financial Assistance

Tuition Exemptions – Hazlewood

Concealed Handguns
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Tuition and Student Fees
Based on Spring
Census data
Budget
2012
Budget
2013
$143,906
44,695
99,211
$150,602
46,385
104,217
$158,031
52,696
105,335
261
299
290
TOTAL Mandatory Student Fees
Desig - Mandatory Student Fees
Auxiliary - Mandatory Fees
$68,077
41,577
26,500
$68,615
40,373
28,242
$68,734
40,457
28,277
TOTAL Incidental Student Fees
Desig. Program, Course Fees
Auxiliary Student Parking Srvs
$22,361
18,976
3,385
$25,164
21,643
3,521
$26,388
22,867
3,521
TUITION AND STUDENT FEES
$234,605
$244,680
$253,443
(In thousands)
TOTAL Tuition
Statutory Tuition
Designated Tuition
Lab & Supplemental Fees
Forecast
FY2013
Paying Semester Credit Hours
800
700
693.1
714.3
728.0
708.4
(in thousands)
600
500
Grad Non Res
400
Grad Res
300
UG Non Res
200
UG Res
100
0
FY 2010
FY 2011
FY 2012
Frcst FY 2013
Mid-Year and Budget FY14
Revenue Projections & Assumptions
Methodology: Revenue projections are based on enrollment
(paying SCH and/or student headcount)
Current Year Revenue Projections FY13
 Forecast Revenue Projections for FY13 are currently under
review and will be provided to fee administrators by the end of
February with recorded budget adjustments, as needed.
Budget Year FY14
 Revenue Projections for FY14 will be coordinated and provided
to fee administrators no later than March 30th.
 Any deviations to these projections will need to be discussed and
approved by the Sr. Budget Director prior to departmental
completion of BUD documents before April 15th
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Expense Budgets - Status Quo Budgets
E&G (14 accts) + 19 accounts funded with Designated Tuitions (i.e. 19-7)
 Status Quo Base Budgets
 Departmental Operating budget preparation assumes no new money,
i.e. ‘same base budgets’
 BUD process begins before budget planning is complete
 University Strategic Resource Planning Council will review budget
recommendations in late Spring pending state budget changes (GAA)
and other revenue projections
 Budget Office will update budgets for new funds awarded and any
possible required reductions
Exception: Budgets funded by fees
Budget Permanent Position Funding
Pre-Planning Salary Review Reports
 Budget Office will provide salary review reports by Thursday,
March 7th via Rowdy Space similar to previous years.
 Reports are provided to assist in validating budgeted positions
and the permanent funding requiring permanent transfers
 Permanent positions (filled or vacant) will load from HRMS
assignments based on updated salary rates. However,
position attributes (i.e., % time, % distribution, etc.) are used to
calculate budget dollars from HRMS ‘Budgetary Funding
FY13-14’.
 To ensure BUD Documents reflect updated permanent
positions, we request your review.
 Any permanent transfers and HRMS Budgetary Funding
updates will need to be processed by March 22nd to be
reflected in BUD Documents and updated salary budgets.
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FY 14 Budget Planning Calendar
Jan 30
Census Date Spring 2013 Semester
Mar 20
Revenue Projections and Debt Service Budgets to Fee Funded areas
Mar 7-22
Budget coordination to validate permanent positions, review funding available in salary
accounts and request permanent transfers to cover overages; otherwise updates will be made
by departments in BUD system
Mar 27 – 28
Budget Training – Overview and new BUD Document
Apr 1
FY14 Budget BUD Document Preparation Begins (System opens to departments)
Apr 1 – 3
Budget Training – Hands on training available
April timeframe
Strategic Resource Planning Council reviews FY13 Revenue projections; Resources and
Requirements; and, Campus Budget Process
TBA by Areas
Internal Department Deadlines for Budget Document review and approval
April 24
FY14 Budget Documents are due to Budget Office (System closes to departments)
May 9
Board of Regents approves Budget Policies
May 20
Budget Office updates system for approved budget changes; final debt service and interest
May 30 – Jun 6
Preparation for UT System Budget Goals & Priorities Hearing
Jun 28
1st Draft FY14 Operating Budget due to UT System
July 19
Final FY14 Operating Budget due to UT System
August 21 -22
FY14 Operating Budgets approved by Board of Regents
BUD Document Preparation
Training Schedule
Course ID / Course Name
AM565
AM566
Start Date
Location
BUD Overview and Preparation March 27, 2013 UC 2.212
Class Times
10:00AM - 12:00PM
March 28, 2013 BV 1.338 (Downtown)
10:00AM - 12:00PM
April 1, 2013
BB 3.02.06
10:00PM - 12:00PM
April 2, 2013
DB 2.222 (Downtown)
April 3, 2013
BB 3.02.06
BUD Hands-On Workshop
2:00PM - 4:00PM
10:00AM - 12:00PM
http://utsa.edu/financialaffairs/Budget/
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Questions