Food Services Advisory
y
Committee
UH Planning and Budgeting
N
November
b 12
12, 2010
Food Services Advisory Committee
UH Planning and Budgeting
B d ti P
Budgeting
Process
2
Overview of the Planning and
Budget Process
Internal Environment
External Environment
Assessment
Strategic Principles and Initiatives
Legislative Appropriation Request
Assessment
Sustaining Appropriations
Enhancements
College and Division Strategic Planning
College and Division Budget Planning
Sustaining Operations
New Initiatives
Appropriations
Non Legislative Year
University Budget Planning
Sustaining Operations
New Initiatives
Funding
Legislative Year
Budget Development
Annual Operations
Outcomes
3
Multiple Cycles
January
0 0
2010
February
0 0
2010
March
0 0
2010
April
0 0
2010
May
0 0
2010
June
0 0
2010
July
0 0
2010
August
0 0
2010
September
0 0
2010
October
0 0
2010
November
December
2010
2010
Appropriation Biennium – Operations
2010-2011
Operating Fiscal Year
2010
2011
Project Year
ALL
Budget Planning Cycle
2011
2012
Fiscal Reporting Year
2010
2011
Appropriations Biennium - Request
2012-2013
4
DRAFT 11-2-2010
The Planning and Budgeting Calendar
September through December
FY2012 UH System / University of Houston
Combined Planning, Tuition & Fees, Budgeting Calendars
Week of
2010
Sep-06
Sep-13
Sep-20
Sep-27
Oct-04
Oct-11
Oct
11
Oct-18
Oct-25
Nov 01
Nov-01
Nov-08
Nov-15
Planning
Tuition & Fees
Budget
Preliminary Acad Affairs Pln & Budget Prep
M
P liti i
Preliminary
A
Acad
d Aff
Affairs
i Pl
Pln & B
Budget
d tP
Prep
M ti
FY12 Division/College
g Planning
g Guidelines
Di t ib t d
FY12 Division/College Planning Guidelines
distributed
College planning meetings begin
College planning meetings
T&F Committee Appointed
FY12 Division/College Planning Guidelines
Distributed
T&F Committee Meeting
g
BOR Meeting November 17
Nov-22
Nov
22
Nov-29
Dec-06
Dec-13
Dec-20
Dec-27
Thanksgiving Week
T&F Committee Meeting
FY12 UH System Planning Guidelines
Distributed
Finals - Dec 8-17
College Plans Due to Provost
Holidays: December 24 - January 1
5
DRAFT 11-2-2010
The Planning and Budgeting Calendar
January through March
FY2012 UH System / University of Houston
Combined Planning, Tuition & Fees, Budgeting Calendars
Week of
Planning
2011
Jan 03
Jan-03
Jan-10
Jan-17
Jan-24
Jan-31 College Plan & Budget Hearings
Tuition & Fees
Budget
Consult with Board members regarding tuition &
fee proposals
Consult with Board members regarding tuition & Budget Development G/L's to Colleges &
fee proposals
Divisions: Endowment Income, IDC distribution,
Interest Income, etc.
First Day of Regular Legis
Legis. Session - Jan 11
First day of classes Jan 18
Public Hearings
FY2012 Tuition & Fees BOR Agenda due to
UHS January 27
BDM Training
Feb-07
Feb-14
Feb-21
Feb-28
Mar-07
Mar-14
Mar 21 Division Plans Due to the Provost and CFO
Mar-21
Mar-28 Division Plan & Budget Hearings
BOR Committee/Approval of FY2012 Tuition & BDM - Old year clean up
Fees Materials to BOR
BOR Meeting February 16 (Approve Tuition & Fees)
Spring Break
BDM - New year data entry - Restricted Funds
6
DRAFT 11-2-2010
The Planning
g and Budgeting
g
g Calendar
April through August
FY2012 UH System / University of Houston
Combined Planning, Tuition & Fees, Budgeting Calendars
Week of
Apr-04
Apr-11
A 18
Apr-18
Apr-25
May-02
May-09
May-16
May
16
May-23
May-30
Jun-06
Jun-13
Jun-20
Jun-27
Jul-04
Jul-11
Jul-18
Jul
18
Jul-25
Aug-01
Aug-08
Aug-15
Aug-22
Aug-29
Planning
Tuition & Fees
Budget
Materials for Campus Hearings due
Materials for Campus Hearings due
Campuses Budget Hearings with Chancellor
A 5 UHCL UHD A 6 UHV
Campuses Budget Hearings with Chancellor
A 5 UHCL UHD A 6 UHV
BOR Meeting May 18
Last Day of Regular Legis. Session - May 30
BDM - New year data entry - Central Funds
Final Campus
p Plans & Budgets
g
Due to UHS
Final Campus
p Plans & Budgets
g
Due to UHS
Assembly of Exec Plan & Budget
Assembly of Exec Plan & Budget
Distribution to BOR
Distribution to BOR
BOR Meeting August 17 (Approve Budget)
7
Food Services Advisory Committee
UH Planning and Budgeting
Th St
The
State
t Appropriations
A
i ti
8
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 3,463
3 463
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
9
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%
$
2%
Other $1,731
HEAF $524 1%
Health - Related $7,723
10%
Public Schools $50,144
67%
General Academics $6,357
8%
TOTAL = $75.5
$75 5 Billion
10
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
11
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
Ad
Admin.
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
12
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
MA
200,000
150,000
DR
100,000
SP
50,000
0
2000-01
2002-03
2004-05
2006-07
2008-09
13
University of Houston Campus Master Plan Semester Credit Hour Trends
as of Fall 2010
----------------Semester----------------Semester
Fall 2009
University of Houston Total
U d
Undergraduate
d
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
421 637
421,637
28,841
458 494
458,494
34,721
493 509
493,509
-------------Change-----------g
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
14
Food Services Advisory Committee
UH Planning and Budgeting
Th UH B
The
Budget
d t
15
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
Designated Tuition (General & Differential)
P
Premium
i
T
Tuition
iti
Higher Education Assistance Fund (HEAF)
Construction bond debt service
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
Go ernmental Contracts & Grants (incl
Governmental
(including
ding ARRA ffunded
nded grants)
Private Grants
Texas Grant
Private Gifts
Restricted Endowment Income
16
Current Funds
(Funds that are Budgeted Annually)
General
Designated
Auxiliary
Fund Group 1
Fund Group 2
Fund Group 3
--------Restricted
R t i t d Funds-------F d
Endowment
Income/
Grants &
Gifts
Contracts
Fund Group 4
Fund Group 5
SOURCES
State Appropriations
Student Tuition & Fees


Endowment/Investment Income
Departmental Operations








Food Service, Bookstore Sales, Parking

Residential Halls, University Center & Hotel


Gifts

Federal, State, Private Contracts & Grants
USES
Salaries & Wages
St ff Benefits
Staff
B
fit
Maintenance & Operations
Scholarships
Debt Service
Specific Purpose of Grant, Contract or Donor
























17
University of Houston Operating Budget
FY1991
Dollars
State Support
S
S
State General Revenue Appropriation
Higher Education Assistance Fund (HEAF)
State Staff Benefits Appropriation
Dedicated Appn (Texas Grant, Wk Study, Other)
Interest Income on State Treasury Balances
Subtotal State Support
Student Fees
Tuition
FY2001
Pct
Dollars
FY2011
Pct
Dollars
$ 104,393,022
$ 123,437,585
$ 167,341,715
5,782,817
28,800,000
35,885,768
16,081,734
21,009,793
678,449
28,492,538
288,516
126,257,573
47.7%
1,340,000
175,265,827
38.5%
Pct
179,220
232,187,757 26.6%
20,917,608
50,944,516
56,946,037
Designated Tuition / General Use Fee
Other Student Fees
14,502,208
14
502 208
7,493,452
38,685,976
38
685 976
28,825,001
159,118,060
159
118 060
113,830,498
Subtotal Tuition and Fees
42,913,268
16.2%
118,455,493
26.0%
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%
Total Operating Budget
$ 874,447,242
100%
18
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
6
2011
Student Support
State Support
19
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
* Existing fees to be combined into consolidated fees for billing purposes
** Combined fee for billing purposes
(0.00)
456.96
(0.04)
$ 137.52
n/a
0.0%
760.96
3.95%
$3,620.88
20
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
21
University of Houston
Budgeted Sources of
Current Funds-FY11
Endowment/Investment
Income
2%
Contracts, Grants,
Gifts
25%
Sales & Service
11%
HEAF
2%
State Appropriation
22%
Tuition Fees
38%
Total $874.4 million
22
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
23