Discover UH – the Business
Planning and Budgeting
A il 1
April
1, 2011
Discover UH – the Business
Planning and Budgeting
Today’s Session
• The UH Planning & Budgeting Process
• Exercise – Resource Allocation
• The
Th State
St t Appropriation
A
i ti Process
P
• The UH Budget
2
Discover UH – the Business
Planning and Budgeting
The UH Planning & Budgeting Process
3
Overview of the Planning and
Budget Process
4
Multiple Cycles
January
2011
0
February
2011
0
March
2011
0
April
2011
0
May
2011
0
June
2011
0
July
2011
0
August
2011
0
September
2011
0
October
2011
0
November
December
2011
2011
Appropriation Biennium – Operations
FY2010FY2011
FY2012FY2013
Operating Fiscal Year
FY2011
FY2012
Project Year
ALL
Budget Planning Cycle
FY2012
FY2013
Fiscal Reporting Year
FY2011
FY2012
Appropriations Process for FY2012-FY2013 Biennium
FY2012FY2013
5
6
Planning and Budgeting Guidelines
• Provost / CFO Memo to Cabinet
• Provost’s Memo to Colleges
• Planning and Budgeting Guide
7
Vice Presidents Guideline
Memo
• Assumptions/Financial
p
Environment
• Components
– Plan
Pl ffor Reductions
R d ti
– Use of Equity/Reserves
8
Provost’ss Guidelines
Provost
• Planning Assumptions
– State Funding Reductions
– Funding Reallocation
– Tuition and Fee Assumptions
• Components
– Three-Year Strategic
g Direction
– Plan for Budget Reductions, Operating Efficiencies
and New Revenue Sources
– Completed Planning Workbook
– Proposals
p
for Major
j Construction and Renovation
9
Deans’ Guidelines
Deans
• Planning Assumptions
• State Funding Reductions
• Process
• Initial Plan for Reduction
• Components
• Opportunities for Reductions
• Impact on College
• Use of Fund Equity
• Faculty Searches
10
Planning and Budgeting Guide
• P
Positions
iti
– Continuing,
C ti i
V
Vacantt and
dN
New
• Budgeting Guide by Fund Group
• Budget Principles
–
–
–
–
–
–
–
Planning Driven Budgeting
Realism
Unbiased Forecasts
Full Disclosure
Balance
P d t Fund
Prudent
F d Balances
B l
Compatibility
Location: http://www.uh.edu/finance/Departments/Budget/PDF%20Files/FY11_Planning_&_Guide.pdf
11
Environmental Considerations
Internal and/or External
•
•
•
•
•
•
•
•
•
•
Enrollment
E
ll
t and
d enrollment
ll
td
demand
d
Facilities
Resources
Sustaining on-going operations
Academic excellence
Diversity
Accountability
Research expectations and support
Partnerships
Faculty and staff recruitment and retention
12
Foremost Consideration
State of Texas
Financial Condition
C
13
Assessment
• State Performance Measures
– Legislative
g
– Coordinating Board
– Web Posting Requirements
• Southern Association of Colleges and
Schools (accreditation)
• Research rankings
• Rankings by publications
14
Discover UH – the Business
Planning and Budgeting
Exercise – Resource Allocation
15
16
Discover UH – the Business
Planning and Budgeting
The State Appropriations Process
17
STATE OF TEXAS FY2010-FY2011
FY2010 FY2011 BIENNIAL APPROPRIATIONS
(ALL FUNDS, $ in Millions)
American Recovery and
Reinvetment Act 5,675
3%
Other 1,896 1%
Business and Economic
Development 20,714
11%
Natural Resources 33,463
463
2%
Public Safety and
Criminal Justice 10,767
6%
Agencies of Education
75,450 41%
Health and Human
Services 59,745 33%
General Government
4,466 3%
Total $182.2 Billion
18
AGENCIES OF EDUCATION APPROPRIATED FY2010-FY2011 BIENNIUM
(ALL FUNDS,
FUNDS $ in Millions)
2-Year Institutions $1,858
3%
Employee Benefits $6,036
8%
PUF $1,069 1%
Other $1,731
$
2%
HEAF $524 1%
Health - Related $7,723
10%
Public Schools $50,144
67%
General Academics $6,357
8%
TOTAL = $75.5
$75 5 Billion
19
GENERAL ACADEMICS - APPROPIATED FY2010-FY2011 BIENNIUM
(ALL FUNDS, $ in Millions)
UT - AUSTIN $777 12%
TEXAS A&M $723 12%
ALL OTHER $$3,440
,
54%
UNIVERSITY OF
HOUSTON $458 7%
UNIVERSITY OF NORTH
TEXAS $320 5%
TEXAS STATE UNIV.
$263 4%
TEXAS TECH $376 6%
TOTAL = $6.4
$6 4 Billion
20
Texas Formula Funding - History and Facts
- Texas is a pioneer in the development of college and university formula funding
- Texas Commission on Higher Education created in 1955 with a mandate to establish formulas
- In 1959 the legislature first used formulas in the funding of FY1960 and FY1961
- In 1965 the Texas Higher Education Coordinating Board (THECB) created with expanded authority
- Number of Formulas in use
1960:
1968
1968:
1979:
1982:
1995:
1997:
1998:
2002:
5
7
11
13
15
14
4
3
- Nearly 40 instituional representatives are involved in the formula development and review process
- 60% of funds appropriated to general academic institutions flow through the funding formulas
- In April 2010, THECB proposed formulas to the legilature for FY2012 and FY2013
- In making formula recommendations, THECB considers the following:
- The formulas should indicate funding needed to provide a first-class higher education system
- The formula should provide an equitable distribution of available funds among institutions
Per student funding should increase to the national average then to the average
- Per-student
of the ten most populous states
- The formula system is not designed for use as an institution's internal operating budget
21
Formula
Advisory
Committee
September 2009
Review, Modification, & Funding
of Higher Education
S t 2009 - F
Sept
Feb
b 2010
Operations
Support
Study Comm
E&G Space
Support
Study Comm
February 2010
Formula
Advisory
Committee
March 2010
Commissioner
of Higher
Education
May 2010
THECB
Adopts
Formulas
Funding for FY2012 and FY2013
May 2010
Legis Appn Req
((LAR))
Instructions
May
y 2010
Summer 2010
Governor's
Office of
Pln & Bud
LBB
Institutional
LAR's w/
Special Items
LBB
Formula
Calculations
August 2010
LBB/Gov
Agency
Hearings
December 2010
LBB
Budget
Proposal
Jan-May 2011
Senate
App'n
Bill
House
App'n
Bill
May 2011
Conference
Comm &
Ad
Adoption
i
June 2011
Governor
Line-Item Veto
& Sign
22
Base Periods for
Formula Funding
Base Period for
FY2010 & 2011
Biennium
Base Period for
FY2012 & 2013
Bienni m
Biennium
Base Period for
FY2014 & 2015
Biennium
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
J
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
p
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2
0
0
8
2
0
0
9
FY2010
2
0
1
0
FY2010 & 2011
Biennium
FY2011
Today
2
0
1
1
FY2012
2
0
1
2
FY2012 & 2013
Biennium
FY2013
2
0
1
3
23
University of Houston Base Period Semester Credit Hour Trends
------------------------Change----------------------2000-01
---------------------------Base Period--------------------------2002-03
2004-05
2006-07
2008-09
University of Houston Total
Lower Division
370,011
Upper Division
257 830
257,830
Masters
81,576
Doctoral
19,677
Special Profesn'l
47,967
Total SCH
777 061
777,061
00-01 to
02-03
02-03 to
04-05
04-05 to 06-07 to 00-01 to
06-07
08-09
08-09
398,242
277 026
277,026
84,365
20,105
60,619
390,347
284 825
284,825
78,095
22,989
61,895
378,939
290 238
290,238
72,011
21,532
60,773
410,699
291 226
291,226
85,139
18,880
60,610
8%
7%
3%
2%
26%
-2%
3%
-7%
14%
2%
-3%
2%
-8%
-6%
-2%
8%
0%
18%
-12%
0%
11%
13%
4%
-4%
26%
840 357
840,357
838 151
838,151
823 493
823,493
866 554
866,554
8%
0%
-2%
5%
12%
Trends from 2000-01 through 2008-09
450,000
400,000
Semesterr Credit Hours
s
350,000
LD
300 000
300,000
UD
250,000
200,000
MA
150,000
DR
100,000
SP
50,000
0
2000-01
2002-03
2004-05
2006-07
2008-09
24
University of Houston Campus Master Plan Semester Credit Hour Trends
as of Fall 2010
-------------Change-----------g
----------------Semester----------------Semester
Fall 2009
University of Houston Total
U d
Undergraduate
d t
Masters
Doctoral
Special Profesn'l
Total SCH
Fall 2015
Fall 2020
345,494
368,513
375,075
41,058
9,071
50,388
10,752
68,629
15,084
26,014
28,841
34,721
421 637
421,637
458 494
458,494
493 509
493,509
Fall 2009 to
Fall 2015
7%
23%
19%
11%
9%
Fall 2015 to Fall 2009 to
Fall 2020
Fall 2020
2%
36%
40%
20%
8%
9%
67%
66%
33%
17%
Trends from Fall 2009 through Fall 2020
400,000
350,000
Semester Cre
edit Hours
300 000
300,000
250,000
200,000
150 000
150,000
100,000
50,000
0
Fall 2009
Fall 2015
Undergrad
Masters
Fall 2020
Doctoral
Profesn'l
25
26
Elements of Formula Funding
FY2010-11 Biennium
1. Instruction and Operations Formula (about 81% of total formula)
(Funding for Faculty Salaries, DOE, Instructional Administration, Library, Research Enhancement, Student Services,
Institutional Support)
Annual funding equals semester credit hours times
Liberal Arts
Science
Fine Arts
Teacher Ed
Agriculture
Engineering
Home Economics
Law
Social Services
Library Science
Vocational Training
Physical Training
Health Services
Pharmacy
B i
Business
Admin.
Ad i
Optometry
Teacher Ed Practice
Technology
Nursing
Developmental Ed
Veterinay Medicine
$62.19 times rate below:
o e
Lower
Division
Upper
Uppe
Division
Masters
Doctoral
1.00
1.71
1.39
1.42
1.87
2.41
1.06
1.72
2.94
2.32
1.74
2.52
3.87
1.70
4.18
8.09
5.43
2.48
7.07
7.63
2.86
9.29
20.52
7.19
7.64
9.91
15.96
6.62
1.94
1.14
1.66
1.29
1.24
0.71
1 11
1.11
2.05
1.09
1.97
1.28
1.98
4.24
1 73
1.73
2.97
2.63
13.84
6.65
8.49
29.55
24 27
24.27
19.12
1.30
1.90
1.94
1 00
1.00
1.78
2.38
2.45
3.21
19.87
3 21
3.21
19.87
3.42
5.46
5.36
4 41
4.41
4.73
Special
Spec
a
Professional
3.86
8.49
3.79
7.00
3.37
10.64
16.53
2. Teaching Experience Supplement (about 3 % of total formula)
Annual funding equals 10 percent of funds generated above from undergraduate hours taught by tenured or tenure track faculty.
3. E&G Space Support (about 16% of total formula)
(Funding for Physical Plant and Utilities)
Annual funding equals the Coordinating Board's space standard in E&G square feet times $6.21/square foot
27
University of Houston
Legislative Appropriations
-------------FY2008-2009 Biennium-------------
-------- Final FY2010-2011 Biennium------------Biennial Change----
Appropriated
FY2008
Appropriated
FY2009
Biennial
Total
Recommended
FY2010
Recommended
FY2011
Biennial
Total
Formula
Operations Support
Teaching Experience
E&G Space Support
Excellence Formula Funding
SUBTOTAL
$ 129,351,823
2,913,226
26,398,470
3,999,193
162 662 712
162,662,712
$ 129,351,823
2,913,226
26,398,470
3,999,193
162 662 712
162,662,712
$ 258,703,646
5,826,452
52,796,940
7,998,386
325 325 424
325,325,424
$ 140,017,254
2,730,905
31,523,918
174 272 077
174,272,077
$ 140,017,254
2,730,905
31,523,918
174 272 077
174,272,077
$ 280,034,508
5,461,810
63,047,836
348 544 154
348,544,154
Special Items
Texas Center for Superconductivity
Small Business Development Center
Houston Partnership for Space Expl
Health Law and Policy Institute
Center for Public Policy
Partnerships-Support Publ. Schools
Commercial Development of Space
Learning and Computation Center
Energy Research
p
Knowledge
g Fund
Texas Competitive
Institutional Enhancement
SUBTOTAL
3,607,624
2,811,134
349,986
290,937
249,374
1,369,247
400,900
1,935,804
5,000,000
4,099,811
,
,
3,204,306
23,319,123
3,607,626
2,811,134
349,986
290,937
249,376
1,369,247
400,902
1,935,806
4,099,810
,
,
3,204,306
18,319,130
7,215,250
5,622,268
699,972
581,874
498,750
2,738,494
801,802
3,871,610
5,000,000
8,199,621
,
,
6,408,612
41,638,253
3,607,625
3,070,697
349,986
290,937
249,375
1,369,247
400,901
1,935,805
2,500,000
4,535,210
,
,
4,753,967
23,063,750
3,607,625
3,070,697
349,986
290,937
249,375
1,369,247
400,901
1,935,805
2,500,000
4,535,210
,
,
4,753,967
23,063,750
7,215,250
6,141,394
699,972
581,874
498,750
2,738,494
801,802
3,871,610
5,000,000
9,070,420
,
,
9,507,934
46,127,500
519,126
870,799
,
3,099,322
4,489,247
Other Items
Tuition Revenue Bonds
Organized Activities
Skiles Act Revenue Bond Retirement
Texas Public Education Grant
Worker' Compensation Insurance
Staff Group Insurance Premiums
Research Development Fund
SUBTOTAL
11,879,624
1,354,803
394 215
394,215
5,896,015
491,131
4,915,532
7,494,929
32,426,249
11,875,874
1,354,803
394 215
394,215
5,916,617
491,131
4,964,687
7,494,929
32,492,256
23,755,498
2,709,606
788 430
788,430
11,812,632
982,262
9,880,219
14,989,858
64,918,505
11,652,230
1,582,671
6,347,054
491,131
5,781,103
6,380,651
32,234,840
11,642,262
1,582,671
6,361,042
491,131
6,174,218
6,380,651
32,631,975
23,294,492
3,165,342
12,708,096
982,262
11,955,321
12,761,302
64,866,815
(461,006)
455,736
(788 430)
(788,430)
895,464
2,075,102
(2,228,556)
(51,690)
TOTAL
$ 218,408,084
218 408 084
$ 213,474,098
213 474 098
$ 431,882,182
431 882 182
$ 229,570,667
229 570 667
$ 229,967,802
229 967 802
$ 459,538,469
459 538 469
$ 27,656,287
27 656 287
6 4%
6.4%
Method of Finance
Net General Revenue
GENERAL REVENUE SUBTOTAL
$ 159,275,465
159,275,465
$ 154,134,306
154,134,306
$ 313,409,771
313,409,771
$ 167,082,499
167,082,499
$ 167,341,715
167,341,715
$ 334,424,214
334,424,214
$ 21,014,443
21,014,443
6.7%
6.7%
Board Authorized Tuition Increases
Estimated E&G Income
GR DEDICATED SUBTOTAL
TOTAL
13,076,590
46,056,029
59,132,619
$ 218,408,084
13,076,590
46,263,202
59,339,792
$ 213,474,098
26,153,180
92,319,231
118,472,411
$ 431,882,182
13,501,189
48,986,979
62,488,168
$ 229,570,667
13,501,189
49,124,898
62,626,087
$ 229,967,802
27,002,378
98,111,877
125,114,255
$ 459,538,469
849,198
5,792,646
6,641,844
$ 27,656,287
3.2%
6.3%
5.6%
6.4%
Dollars
$ 21,330,862
(364,642)
10,250,896
(7,998,386)
23 218 730
23,218,730
Percent
8.2%
-6.3%
19.4%
-100.0%
7 1%
7.1%
0.0%
9.2%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
10.6%
48.4%
10.8%
-1.9%
16.8%
-100.0%
100 0%
7.6%
0.0%
21.0%
-14.9%
-0.1%
28
FY2011
$540.9 Million
FY2011
$262.5 Million
29
Higher Education Assistance Fund (HEAF)
 The Higher Education Assistance Fund (HEAF) was created as a counterpart to the Permanent University Fund by an
amendment to the Texas Constitution in 1984.
 The HEAF provides funds for most public universities that were outside The University of Texas and The Texas A&M
University Systems in 1984 to acquire land; construct, equip, repair or rehabilitate buildings; acquire capital equipment;
and library books and materials.
 Expenditures involving HEAF are restricted to E&G space
space.
 The first appropriation of HEAF, for 1985 to 1995, allocated $100 million annually to the eligible institutions.
 When the HEAF was reallocated for the fiscal years 1996 to 2005, the appropriation was increased to $175 million.
 The $175 million appropriation was increased to $262.5 million starting in FY2008.
THE MODEL AND ITS THREE ELEMENTS
The HEAF model is based on three elements: space deficit, condition
of facilities, and institutional complexity.
Space Deficit
22.6%
+
Condition of
Facilities
27.4%
+
Institutional
Instit
tional
Complexity
50%
=
Allocation
100%
30
31
THECB - Academic Space Projection Model - Fall 2009
Institution
UT-Arlington
UT-Austin
UT-Dallas
UT-El Paso
UT-Pan American
UT-Brownsville
UT-Permian Basin
UT-San Antonio
UT-Tyler
TAMU
TAMU-Galveston
Prairie View
Tarleton
TAMU-Corpus Christi
TAMU-Kingsville
TAM-International
West Texas
TAMU-Commerce
TAMU-Texarkana
TAMU-Central Texas
TAMU-San
TAMU
San Antonio
UH
UH-Clear Lake
UH-Downtown
UH-Victoria
Predicted
Actual
2,467,466
10,075,871
1,796,310
1 981 145
1,981,145
1,540,748
626,656
300,699
2,542,868
,
,
539,577
6,394,557
252,387
923,266
753,461
890,305
676,010
486,989
709 744
709,744
670,685
130,096
123,745
157,118
4,141,278
557,419
814,066
218,551
1,991,493
8,641,073
1,376,631
1 653 782
1,653,782
1,080,434
234,805
345,250
1,495,656
,
,
416,077
5,437,233
234,993
807,599
818,889
704,385
832,110
404,168
824 315
824,315
728,741
172,783
111,831
97,229
3,149,411
513,173
467,762
165,387
SSurplus
l (Deficit)
(D fi i )
(475,973)
(1,434,798)
(419,679)
(327 363)
(327,363)
(460,314)
(391,851)
44,551
((1,047,212)
,
,
)
(123,500)
(957,324)
(17,394)
(115,667)
65,428
(185,920)
156,100
(82,821)
114 571
114,571
58,056
42,687
(11,914)
(59,889)
(991,867)
(44,246)
(346,304)
(53,164)
Institution
Predicted
Actual
Midwestern
North Texas
North Texas-Dallas
SFA
Texas Southern
Texas Tech
Angelo
Texas Woman's
Lamar
Sam Houston
Texas State-San Marcos
Sul Ross
Sul Ross-Rio Grande
TSTC-Harlingen
TSTC-West Texas
TSTC-Marshall
TSTC Waco
TSTC-Waco
Lamar-IOT
Lamar-Orange
Lamar-Port Arthur
514,448
3,084,494
121,329
1 194 331
1,194,331
1,064,568
3,491,630
590,622
1,094,128
,
,
1,011,024
1,451,680
2,641,673
246,419
68,864
410,330
160,098
86,637
647 058
647,058
260,571
164,906
200,658
431,045
2,179,507
110,516
1 006 308
1,006,308
883,898
3,048,320
570,116
903,390
,
778,394
1,140,648
1,948,416
267,351
57,869
457,501
292,214
97,050
661 287
661,287
115,512
125,872
129,374
Surplus
(D fi i )
(Deficit)
(83,403)
(904,987)
(10,813)
(188 023)
(188,023)
(180,670)
(443,310)
(20,506)
((190,738)
,
)
(232,630)
(311,032)
(693,257)
20,932
(10,995)
47,171
132,116
10,413
14 229
14,229
(145,059)
(39,034)
(71,284)
Total 58,276,486 47,909,798
(10,366,688)
32
THECB - Academic Space Projection Model - Fall 2009
Teaching
Institution
Library
Research
Predicted
Actual
Predicted
Actual
1,439,691
946,915
570,550
439,209
482,824
427,615
1,306,273
974,084
UH-Clear Lake
213,228
163,108
90,377
91,251
13,977
12,578
193,812
172,663
UH-Downtown
404,509
192,326
100,662
67,245
24,130
5,425
217,549
173,928
84,166
54,535
42,656
16,197
6,078
561
67,605
53,807
Total 2,141,594 1,356,884
804,244
613,902
527,009
446,179
1,785,239
1,374,482
UH
UH-Victoria
Support
Institution
Predicted
Actual
341,940
UH-Clear Lake
Predicted
Office
Under Construction
Total
Predicted
Actual
Surplus/(Deficit)
Actual
Predicted
Actual
236,675
124,913
4,141,278
3,149,411
46,025
40,273
33,300
557,419
513,173
(44,246)
UH-Downtown
UH
Downtown
67 216
67,216
28 838
28,838
0
814 066
814,066
467 762
467,762
(346 304)
(346,304)
UH-Victoria
18,045
11,037
29,250
218,551
165,387
(53,164)
473,228
316,823
187,463
5,731,314
4,295,733
UH
Total
Predicted
Actual
(991,867)
(1,435,581)
33
Discover UH – the Business
Planning and Budgeting
The UH Budget
34
University of Houston
Funds Managed by the University
Formula Funding - Operations
State Appropriations
Formula Funding - Physical Plant
Administrative Fees, Investment Income
Special Items
Statutory & Lab Fees
Staff Benefits
Higher Education Assistance Fund (HEAF)
Designated Tuition (General & Differential)
Construction bond debt service
P
Premium
i
T
Tuition
iti
ARRA pass-through from State
All Funds
Current Funds
College and Course-based Fees
Current Funds
General
Consolidated University Services Fee
Pl t Funds
Plant
F d
D i
Designated
t d
U
Unrestricted
ti t dE
Endowment
d
t and
d IInvestment
t
t Income
I
Endowment Funds
Auxiliary
Sales and Service, Indirect Cost Recovery
Loan Funds
Restricted
Grants & Contracts
Gifts
Student Service Fee
Agency Funds
Recreation & Wellness Ctr Fee, University Center Fee
Residence Halls, Food Service, Hotel, Bookstore, Athletics, Parking
Governmental Contracts & Grants (including ARRA funded grants)
Private Grants
Texas Grant
Private Gifts
Restricted Endowment Income
35
Current Funds
(Funds that are Budgeted Annually)
General
Designated
Auxiliary
Fund Group 1
Fund Group 2
Fund Group 3
--------Restricted Funds-------Endowment
Income/
Grants &
Gifts
Contracts
Fund Group 4
Fund Group 5
SOURCES
State Appropriations
Student Tuition & Fees


Endowment/Investment Income
Departmental Operations





Food Services
Services, Bookstore Sales,
Sales Parking
Residential Halls, University Center & Hotel






Gifts

Federal, State, Private Contracts & Grants
USES
Salaries & Wages
Staff Benefits
Maintenance & Operations
Scholarships
Debt Service
Specific Purpose of Grant, Contract or Donor
























36
Texas Education Code
(Effective Sept 1, 2003)
§ 54.0513.
DESIGNATED TUITION.
(a) In addition to amounts that a governing board of
an institution of higher education is authorized to charge
as tuition under the other provisions of this chapter,
chapter the
governing board, under the terms the governing board
considers appropriate, may charge any student an amount
designated as tuition that the governing board considers
necessary for the effective operation of the institution
institution.
(b) A governing board may set a different tuition
rate for each program and course level offered by each
institution of higher education.
education
A governing board may set
a different tuition rate as the governing board considers
appropriate to increase graduation rates, encourage
efficient use of facilities, or enhance employee
performance.
performance
.
.
.
37
University of Houston
12 Credit Hours per Semester
RESIDENT UNDERGRADUATE Students
FY2011 vs FY2010
12 Hours
FY2010
Dollar Change
Rate
12 Hours
$ 50.00
$ 600.00
128 45
128.45
1 541 40
1,541.40
11 46
11.46
6.32
75.84
184.77
2,217.24
42.09
Change
0.0%
Rate
12 Hours
$ 50.00
$ 600.00
137 52
137.52
8 9%
8.9%
139 91
139.91
1 678 92
1,678.92
12.77
153.24
202.1%
19.09
229.08
24.23
290.76
13.1%
209.00
2,508.00
505.08
(12.77)
(153.12)
-30.3%
29.33
351.96
185.00
185.00
(185.00)
(185.00)
-100.0%
-
-
University Center Fee (per semester) *
35.00
35.00
(35.00)
(35.00)
-100.0%
-
-
Rec. Wellness Center Fee (per semester) *
84.00
84.00
(84.00)
(84.00)
-100.0%
-
-
304.00
304.00
304.00
304.00
Tuition
Statutory Tuition (per hour)
General Designated Tuition (per hour)
Differential Designated Tuition (average per hour)
Subtotal Tuition
College Fees (average per hour)
University-wide Fees
Student Service Fee (max per sem, incl Health Ctr) *
Consolidated Student Services Fee (per semester) **
Technology Fee (per hour) *
Rate
$
-
12 Hours
FY2011
Percent
$
-
n/a
13.75
165.00
(13.75)
(165.00)
-100.0%
-
-
Library Fee (per hour) *
9.00
108.00
(9.00)
(108.00)
-100.0%
-
-
International Education Fee (per semester) *
1.00
1.00
(1.00)
(1.00)
-100.0%
-
-
Campus Card Fee (per semester) *
6.00
6.00
(6.00)
(6.00)
-100.0%
-
-
Instructional Access Fee (per hour) *
3.50
42.00
(3.50)
(42.00)
-100.0%
-
-
Student Academic Service Fee (per hour) *
2.75
33.00
(2.75)
(33.00)
-100.0%
-
-
Utilit A
Utility
Assessmentt ((per h
hour)) *
8 50
8.50
102 00
102.00
(8 50)
(8.50)
(102 00)
(102.00)
-100.0%
100 0%
-
-
38.08
456.96
Consolidated University Services Fee (per hour) **
Subtotal University-wide Fees
Total Tuition and Fees per Semester
38.08
761.00
$3,483.36
(0.00)
456.96
(0.04)
$ 137.52
n/a
0.0%
760.96
3.95%
$3,620.88
* Existing fees to be combined into consolidated fees for billing purposes
** Combined fee for billing purposes
38
University of Houston System
Operating Budgets
($ in Millions)
FY2001
University of Houston *
FY2002
FY2003
FY2004
FY2005
FY2006
FY2007
FY2008
FY2009
FY2010
FY2011
$ 455.1 $ 489.7 $ 522.1 $ 553.5 $ 604.5 $ 644.4 $ 653.0 $ 708.6 $ 750.9 $ 805.9 $ 874.4
UH-Clear Lake
68.2
73.8
67.4
71.6
74.7
79.0
83.2
88.1
92.0
97.1
105.2
UH-Downtown
58.5
66.7
73.6
77.6
87.5
96.2
102.4
115.3
120.6
135.5
149.1
UH-Victoria
16.0
18.7
22.5
24.1
26.4
29.6
32.1
39.6
43.3
43.3
49.2
UH System Administration
24.6
28.5
28.3
30.6
13.2
12.1
12.4
13.3
13.9
13.2
14.1
Total
$ 622.4
622 4 $ 677.4
677 4 $ 713.9
713 9 $ 757.4
757 4 $ 806.3
806 3 $ 861.3
861 3 $ 883.1
883 1 $ 964.9
964 9 $ 1,020.7
1 020 7 $ 1,095.0
1 095 0 $ 1,192.0
1 192 0
* Change from FY04 to FY05 includes the move of KUHT Public Television from System Administration to UH ($8.7 million)
39
University of Houston
Budgeted Sources of
Current Fund Groups-FY11
Restricted
25%
General
31%
Auxiliary
12%
Designated
32%
Total $874.4 million
Total $805.9 million
40
University of Houston
Budgeted Sources of
Current Funds-FY11
Endowment/Investment
Income
2%
Contracts, Grants,
Gifts
G
ts
25%
Sales & Service
11%
HEAF
2%
State Appropriation
22%
Tuition Fees
38%
Total $874.4 million
41
University of Houston
Budgeted Sources of
Student Tuition and Fees-FY11
Other Student
Fees
30%
Tuition
T
ition Statutory
17%
TuitionDesignated
48%
Student Service
Fees
5%
Total $329.9 million
42
University of Houston
Budgeted Uses of Current Funds By
Object-FY11
Debt Service
5%
Equipment
3%
Scholarships
13%
Salaries & Wages
42%
Maint & Operations
28%
Benefits
9%
Total $874.4 million
43
University of Houston Operating Budget
FY1991
Dollars
State S
S
Support
State General Revenue Appropriation
Higher Education Assistance Fund (HEAF)
State Staff Benefits Appropriation
FY2001
Pct
Student Fees
Tuition
Designated Tuition / General Use Fee
Pct
Dollars
$ 104,393,022
5,782,817
$ 123,437,585
28,800,000
$ 167,341,715
35,885,768
16,081,734
21,009,793
28,492,538
678,449
1,340,000
288,516
179,220
Dedicated Appn (Texas Grant, Wk Study, Other)
Interest Income on State Treasury Balances
Subtotal State Support
Dollars
FY2011
126,257,573
47.7%
175,265,827
38.5%
Pct
232,187,757 26.6%
20,917,608
14 502 208
14,502,208
50,944,516
38 685 976
38,685,976
7,493,452
42,913,268
16.2%
28,825,001
118,455,493
26.0%
113,830,498
329,894,595 37.7%
Contracts & Grants (Research and Financial Aid)
42,338,733
16.0%
63,142,150
13.9%
172,627,100 19.7%
All Other Support
53,398,359
20.2%
98,278,619
21.6%
139,737,790 16.0%
$ 264,907,933
100%
$ 455,142,089
100%
Other Student Fees
Subtotal Tuition and Fees
Total Operating Budget
56,946,037
159 118 060
159,118,060
$ 874,447,242
100%
44
University
y of Houston Operating
p
g Budget
g
20%
22%
16%
14%
16%
20%
16%
26%
38%
48%
38%
26%
1991
Other
2001
Grants & Financial Aid
2011
Student Support
State Support
45
46