FY16 Student & Incidental Fee Committee Budgeting Guidelines
To:
From:
Date:
Re:
SIFC Budgeting Board Chairs and Organizational Directors/Coordinators
Priscilla Macy, Student & Incidental Fees Committee Chairperson
October 30, 2014
2015-2016 Student Incidental Fee Budgeting Guidelines
The Student Incidental Fees Committee (SIFC) determined the following as the 2015-2016
(FY16) budgeting guidelines for budgeting units. These guidelines reflect the desires of the
committee to increase access to education for all students by placing as little financial burden
on the students as possible. These guidelines also reflect efforts by the SIFC to fulfill the
Board of Trustees’ overall goal to increase financial accountability, to have effective fiscal
controls and to enhance financial accounting within the University1. The committee advises
that budgeting boards do everything possible to avoid increases in their budgets. However,
any increases that are deemed necessary by each budgeting board must adhere to the
following guidelines:
I) Enrollment Projections:
A) The SIFC will use the following numbers for 2015-2016 projected enrollment:
B)
1) Fall, Winter, Spring enrollment

68,800
2) Fall Term enrollment

23,500
3) Winter term enrollment

22,900
4) Spring term enrollment

22,400
5) Summer Term 2017

6,800
II) Budgeting Boards:
A) Advertise the date and time of all budget meetings for your budgeting boards and
send that information to the SIFC Chairperson via email at
student.fees@oregonstate.edu. Any meeting where you discuss budget items
must follow Oregon Public Meeting Law.
B) Each budgeting board has been assigned one student fees committee members who
act as a liaison during fall, winter and spring term to promote communication during
the budgeting process. Each budgeting board has also been assigned a budget
liaison within the AABC. Please keep the committee chairperson advised of
budgeting board meeting times at the beginning of each term and throughout the term
so that the assigned member(s) of the committee can attend. Attached (Exhibit A) is
the document outlining the duties and expectations of the SIFC liaison, the AABC
liaison and the budgeting board for this process.
1
According to a training presentation on 10/29/2014 provided by Patti Snopkowski, Chief Audit Executive, OSU
III) Budgets:
A) Original Budgets
1) The committee is strongly encouraging a 0% increase to the original budget. This
means a 0% increase in the allocated dollar amount. This means that if enrollment
increases, the committee would like to see the per student fee amount decrease.
(See exhibit B)
2) There will be two different types of budget increase classifications; mandatory and
optional (see B. Decision Packages below). Mandatory will include things such as
minimum wage increases, higher utility prices and assessments. Decision
packages and optional increases will include adding a faculty or student position or
increasing equipment purchases compared to the year before.
3) All non-mandatory increases must come in the form of decision packages.
4) The committee will fund the mandated increases as outlined in the University Fee
Preparation Budget Guidelines (Exhibit C) and as provided by the AABC. If
possible, the committee would like mandated increases to be covered by the
increased enrollment.
B) Decision Packages
1) The committee will be highly critical of any increases, but will consider these
increases in terms of their use to support retention of employees, and services to
students.
2) Additional funding for existing programs, the creation of new programs or positions,
and additional equipment or supplies should be contained in decision packages.
These decision packages will be voted on individually by the committee separate
from the base budget but during the same budget presentation.
3) Decision packages can include various things that are similar, in order not to have
decision packages for every single line-item increase. For example, buying more
supplies can all be summarized in one decision package, even though it could
cover numerous items.
4) New position requests are to be presented as decision packages. New position
requests should be accompanied by a position description and vetted with the
AABC HR team. In addition, the request needs an updated budget which
provides a separate column that explicitly shows budget impact..
C) Summer Fee 2017
1) In order to have SIFC input on summer fee allocations, it will be required to present
the Summer Fee for all applicable budgeting boards. Summer term projections
presented during this cycle will be the for the 2017 summer term.
2) Currently, our bylaws state that the summer fee must be a percentage of the
academic year fee, but this had not been consistently applied. The committee
does not want an arbitrary summer fee, but a fee backed with justification.
IV) Budget Submission Guidelines:
A) Budget submissions must include the following elements, in the format requested. See
budget template, Exhibit F.
1) Budget cover sheet with budget name and preparers
2) Budget cover letter. This page should essentially be a cover letter that generalizes
the budget information by including the proposed budget, dollar amount change,
percent change over last year to the dollar amount, change in per-student fee, and
the percent change in the student fee. This will be presented in the form of an
overall budget change matrix. Contact information must also be listed that
minimally includes both the Director/Coordinator and Budgeting Board Chair
(student).
3) The next section should include answers to the individual budgeting board
questions posed by the SIFC.
4) Next, a page that summarizes the mandated increased costs and the decision
packages. Please show the allocated amount as well as how these affect the per
student/per term fee.
5) Next we would like a summary of revenues and expenses. To be included are
expenses such as payroll, salaries, operating expenses, utilities, maintenance and
repair, and depreciation and reserves. Please include any other department
specific expenses and revenues as they pertain to your specific budget.
6) The next section will outline the budget detail by index. Units are to follow the
financial template (Exhibit D) and guidelines provided by the SIFC.
7) A working capital management plan must be submitted if levels are over 10%.
8) Building Reserve and Major Project Funds levels as submitted to the Board of
Trustees (formerly reported to OUS) are required for SIFC as well, and at this time
this only pertains for SHS, the MU, Recreational Sports, Diversity Development,
Childcare and Student Media. We require the history of these funds as well. For
example, the actual outlays from past years as well as the projects completed
using these funds.
9) Explanation of variances outside of the thresholds for indexes. This provides the
opportunity to justify line item differences within indexes that exceed thresholds
placed by SIFC.
10)A complete list of all paid positions is required. There is an example attached
(Exhibit E) of how the excel file should look, as provided by the AABC.
11) The decision packages in their entirety with all justification should follow.
12) Lastly, show the complete line item budget, to be filled in as outlined in the
Financial Template Guidelines.
B) 10 copies of the budget must be delivered to the AABC/SIFC Suite in the Student
Experience Center (SEC) by 5pm on January 27th, 2015. An electronic copy must
also be submitted the SIFC Chairperson and the AABC at
student.fees@oregonstate.edu and Jennifer.creighton@oregonstate.edu,
respectively.
V) Budget Presentation Guidelines:
A) The following items are things the committee would like you to address in your
presentation:
1) Give a brief overview of your budget and try to address questions that you
anticipate the committee to have of your budget.
2) Talk about your decision packages. Try not to strictly recite information already
given in your budget submission, and again if you can anticipate questions the
committee may ask please do so.
3) A summary of the questions that were asked. Any visual aids/graphics to
supplement the written answers that were submitted in your budget are
recommended.
4) We would like an overview of the organization, but we are not here to
micromanage the organization during this hearing. Impress us. Tell us things that
we probably don’t know or describe something that your organization is doing that
is saving students a lot of money or is very innovative.
5) Presentations will not exceed 30 minutes. Afterwards, there will be 45 minutes for
questioning by the committee. The SIFC can and probably will ask questions
during the 30 minute presentations as well. If you require additional time you must
make arrangements with the chair at least two weeks prior to the budget hearing.
The 30 minutes allocated for the presentation does not mean that the presentations
are required to be 30 minutes. They can be shorter as long as all the relevant
information is presented.
6) A student member of the Budgeting Board is required to present the budget at the
hearing, while the Director or Coordinator should be present to answer any
questions relating to organization. Anyone else relevant and/or could be helpful in
answering questions are strongly encouraged to attend.
7) The budget presentation will result in a tentative approval with final approval
coming during the SIFC Open Hearing. The SIFC Open Hearing is scheduled
for February 12th, at 5pm in the MU Ballroom. Budgets at the Open
Hearing are approached in hearing order.
B) Individual Budgeting Board Questions
1. SORCE (Formerly Educational Activities)
A. What shortcomings do you think SORCE will encounter in its first year?
B. Explain how SORCE envisions its partnership/guidance from/with the Memorial Union
C. How is the board adjusting to its new structure?
D. What are SORCE’s shortcomings with student involvement?
E. Is there a marketing strategy to raise awareness for the funds that SORCE provides?
2. Memorial Union/Student Media
A. What program/item in the budget do you anticipate the most growth for? And
B. Can you expand on how the MU's budget and programs help to meet the OSU's
SP3.0?
3. Childcare and Family Resources
A. Has usage grown in both programming and facility use? How much?
B. How many students do you serve through your programs/events/employment?
C. Is it possible that other University funds, resulting from the Child Care Task Force 20142015, will be received during FY16?
D. The lack of a database was addressed in the threats section of your executive report.
The implementation of Student Affairs’ Assessment and Evaluation initial data collection
hardware was also stated as a two year goal. Will CFR have enough working capital to
fund a database after the improvements that have to be made to the SCC and CCC?
E. Please attach additional information about the position description changes that you
hope to complete by the end of FY15, and the estimated fee impact of those changes.
F. Feel free to include other information in your budget submission that you believe would
help the committee understand your budget and organization better.
4. Recreational Sports
A. What outreach efforts have been made to attract students that don’t typically
utilize rec sports programs?
B. What steps are being taken to adjust or alter the facilities to make them more
accessible for the changing student demographic?
C. What steps are being taken to secure funding for the future need of additional
space?
D. What is the short and long term plan to address the increasing demands of
increased enrollment?
E. Has there been any effort to find external or University funding for the Dixon
Dream project that was voted down last year by a student survey? Is this project
still going to be pursued?
5. Counseling and Psychological Services
A. How have you prepared for the increase in the student population in regards to the
services you provide?
B. Do you plan on hiring any of the five temporary or interim positions to full-time?
C. How are you planning on refining access to the less privileged, LGBTQ, African
D.
E.
F.
G.
H.
I.
American, and veterans subpopulations?
What is the estimated staff to student ratio for the 2015-2016 year?
Do you have any current plans on renovating your offices within Snell? Please provide
an update with your moving plans and needs based on assessments.
How much this cost/how many new offices would be created? If this is unknown at this
time, please note.
Will this help with your reaccreditation issues?
Please go into detail regarding safety and confidentiality concerns as it regards to the
necessity to move to a new location.
Is the Dixon Dream project still a consideration? Have alternative funding sources been
pursued? It was expressed by the SIFC last year that they felt the University should
accommodate some of the costs of this project, as it held significance to enhancing
University goals and safety.
6. Athletics:
A. Please elaborate on your strategic goals going into the next three years.
7. Student Health Services
A. Will SHS be re-accredited through AAAHC this year/what are the Association’s
requirements for accreditation?
B. What actions have been done to form stronger alliances with UHDS, CAP, Dixon
Recreation, and INTO OSU? What are the benefits of having strong relations with
these programs?
C. How do you plan on marketing the opening of the satellite clinic located in Tebeau
Hall?
D. What planning has gone into the new Alcohol, Drug and Violence Prevention Center?
E. Have they been any major developments regarding a combined SHS/CAPS health
building? How about the dental clinic?
F. What future ‘special clinics’ have been planned in response to public health concerns?
What are the costs associated with putting these clinics on?
G. What has SHS administration pursued to address insurance billing? Do you have any
statistics as to how many students are/are not insured? How many students are
insured by providers billed by SHS? Does this change come with an increased cost
and if so how much?
6. ASOSU
A. Please explain how consolidating indexes among the TFD’s will “more accurately
reflect and predict the spending of ASOSU”.
B. Please briefly explain the direct benefit that students at OSU are receiving from
ASOSU’s participation with OSA.
C. With current ASOSU voter turnout around 10% is there a plan to increase student
participation and involvement?
D. Please elaborate on potential costs associated with the USA Today and Corvallis
Gazette Times partnerships.
E. Please give an update on the improvements invested in Saferide? Provide statistical
data on use and demographics if possible.
7. Student Sustainability Initiative
A. How many students do you serve through your programs/events/employment?
B. How did the graduate assistant position along with the director position help SSI
achieve its goals?
C. What was the reason for student pay, and other expenses being greatly underrealized in FY14?
D. How will moving into the SEC change how SSI functions and budgets?
E. Please provide a few examples of students who received grants from SSI in FY14.
Feel free to highlight the Ecologue.
F. Feel free to include other information in your budget submission that you believe
would help the committee understand your budget and organization better.
8. Music
A. Please elaborate on the funding that Athletics provides to Marching Band. What is
the scope of this funding (i.e. what do they fund and what can they fund?)
B. Please give a brief explanation of what each entity in the student fee funded portion
of music does.
9. Student Diversity and Development
A. How do you plan to increase the educational learning outcomes with the center’s
programming?
B. Has student work hours improved with an increase in staff and new centers to
facilitate a better working environment?
C. How has traffic increased since opening of the new cultural centers?
D. Is a golf cart necessary for transport between centers? Are there less expensive
transport options?
E. Please elaborate on the need to create a minority male initiative.
F. How has the work on your comprehensive fundraising plan come along? Is there an
official plan in place now?
G. What would the uniform assessment plan for all CRC’s look like?
H. What are the current scholarship and grant/research opportunities that are being
utilized by students and staff? Do you have a way of tracking this? If not, could you?
I. Do you have a quantitative way to track student traffic and use within each of the
cultural centers? Do you track demographics for this type of traffic?
If you have any questions about the budgeting guidelines please contact Priscilla
Macy at 541-737-3458 or at Student. Fees@oregonstate.edu.
Exhibit A
A. Roles for SIFC Liaisons to Fee Boards
1. Go to a fee board meeting once a term at minimum, work at the beginning of each
term to schedule times to meet that work with your schedule.
2. Meet with the Leader/Director of the organization during the beginning of fall term.
3. Be the email contact person for that organization.
4. Give an update to SIFC at their weekly meetings regarding Fee board action and
initiative. For example, the SIFC Chair will tell the fee board chairs to email their
liaisons whenever they approve a contingency request, and that’s something you
can update the committee on during our weekly meetings.
5. Keep the SIFC chair updated on what fee board action and questions.
6. Ensure that fee boards are holding open and public meetings before their
preliminary SIFC budget presentation. According to the State of Oregon, “A
governing body must provide notice that is reasonably calculated to inform the
public and all interested parties about the time, place and agenda of public
meetings.” An advertisement in the Barometer is recommended and a five day
notice with agenda on their website is required.
7. Ensure that the budget will be submitted on time, budget guidelines are followed, all
questions are asked in a complete manner, and to answer all questions that the
budgeting board might have regarding the guidelines, questions, or general
budgeting.
8. Fee Board Chairs will contact the SIFC Chair if committee member doesn’t show
up to a meeting that they were supposed to attend.
B. Roles for AABC Liaisons to Fee Boards
1. To meet with the Leader/Director of the organization upon assignment to that
organization.
2. To be the financial accounting contact for the business office for that board(s).
3. To deliver financial information in a timely matter to their respective fee board(s).
4. To update the SIFC chairperson as to the financial preparation and activity with
the respective fee boards.
5. Fee boards are responsible to report accurate information to their AABC liaisons,
and in a timely fashion.
6. Both the fee board and the AABC liaison are responsible to follow the annual
calendar as outlined by the SIFC. If a deadline cannot be reached it is their
responsibility to notify the SIFC chairperson before the stated deadline.
7. Both the Fee board and the AABC liaison are to be held accountable by the SIFC
for accurate, timely and transparent operations and financial reporting.
AABC Budget Support
Department/Board
Childcare and Family Services (OLV)
ASOSU
EdAct, SORCE
Main
Jenn Creighton
Alex Leziy-Miller
Curt Black
Nichole Havranek
Nichole Havranek
SSI
Jonathan Rosa
MU
Shannon Guthrie
Student Media
Music
Back up
Meghan Tompkins
Tyler Spevacek
Curt Black
Meghan Tompkins
Jonathan Rosa
Shannon Guthrie
Jenn Creighton
SHS
Alex Leziy-Miller
CAPS
Kay Kent
Alex Leziy-Miller
Mike Abraham
Jenn Creighton
Susan Lane
Alex Leziy-Miller
Mitchell Barrington
Alex Leziy-Miller
SIFC Admin fee
Rec Sports
Diversity Development
Updated: 10/30/2014
Kay Kent
Exhibit B
A Summary of the SIFC Policy on Incremental Budgeting
The SIFC follows a process called incremental budgeting. This means that when you submit
a budget every year to SIFC for review, the ‘base’ budget, or the same level of spending that
was granted the year before, is automatically granted this upcoming year with very little
review. This year, the enrollment change will also be considered to be a part of the base
budget.
For example, if your approved budget from last year was $1,000,000 and enrollment is
projected to jump 5% for the upcoming fiscal year, then a budget in the amount of $1,050,000
could be proposed without any decision packages. This was because the ‘per student per
term fee’ was staying the same, even though the total allocated dollar amount increased.
This means that decision packages are needed for anything that increases the budget in an
absolute way, except for mandatory increases. The main examples are minimum wage
increases and utility increases. Although the committee would still like a summary of all of
these increases as well, the decision packages will be needed for things like new hires,
buying more supplies than the year before, non-mandatory wage increases, increased
services, etc.
SIFC Financial Template Guidelines for Exhibit D
Context



Overview
Elements to Populating the Template
Steps to Complete the Financial Template
Overview: The financial template was constructed to save time for all departments that present to SIFC during the
budgeting process. It is also to be used as a tool to better track financial data in responding the Board of Trustees
overall goal to improve financial reporting within OSU.
Elements to Financial Template:
1. Cover Page Information
2. Index Page Details
3. Comments page
Steps to complete the finance template for Unit/Department staff:
How to populate financial template:
1. Cover Page:
a. All Cover page cells will be locked.
b. All Index page information will updated to the cover page.
2. Index Page:
a. Units/Department will receive the financial template with the following financial columns populated:
i. Approved Budget 20XX-20XX
ii. Actual 20XX-20XX
iii. Approved Budget 20XX-20XX
b. All information in the Projected Budget 20XX-20XX and all Decision Impact columns (if applicable) will
need to be populated by the unit/department*.
i. *The AABC will be populating the following line items in the Projected Budget for groups:
1. Utilities
2. Assessments
3. Interest
4. Minimum Wage Impacts
5. Payroll
3. Cover Page Review and Finalization:
a. All information inserted into each index page will populate each respective cell on the cover page.
4. Comment page
a. All comments from the Annual Fiscal Summary can be copied and pasted into the financial budget
comment section.
b. All details regarding comment requirement and be seen below.
What deems worthy for a comment:
a. To determine if a comment is necessary, the template will follow a two part test:
i.
Does the account subgroup (listed below) exceed the listed percent change?
 If no -> do not flag


If yes -> does the subsection also exceeds an increase in the listed dollar amount?
If yes -> flag and put a number (starting with 1, then 2, etc.) under the comment column and
along the subsection header line.
 The percentage and dollar amount change should be in comparison to last years
requested to this years requested amount.
 For executive reports for 2015, a comment will also be required of these same variances,
but with comparatives between requested and actuals. Thresholds will be revaluated for
adjustment by the SIFC in 2015-2016.
b. The department will make comments on the numbered subgroups.
Account Type
Sub-group
Account Code
Percentage
Change
Dollar amount
Investment
Sales and
Services
Other Revenues
Internal Sales
Internal Sales
Reimbursements
05100-05099
06000-06999
25%
10%
$500
$250
08000-08799
09000-09999
79000-79999
10%
10%
5%
$250
$250
$250
10000 - 19999
20%
$2000
20101 – 20401
21007 – 21070
25%
25%
$1000
$1000
22002 - 22599
10%
$250
23001 - 24299
10%
$1000
24501 - 24999
25001 - 25199
10%
25%
$700
$1000
28002 - 28400
28502 - 28590
20%
10%
$500
$500
28601 – 28699
5%
$250
28701 - 28732
20%
$500
28801 - 28840
20%
$500
Revenues
Salaries – Wages
& OPE
Other Expenses
Supplies
Agricultural
Related Services &
Supplies
Communications
and Postage &
Shipping
Facilities &
Utilities Related
Fees & Services
Medical &
Scientific Services
& Supplies
Assessments
Employee Related
and 1099
Reportable
Expenses
Conferences,
Entertainment,
etc.
Fiscal
Management
Expense
Debt/Investment
Expense
Miscellaneous
Services &
Supplies
Training
28901 - 28999
5%
$250
29001 – 29052
10%
$250
Transfers to State
of Oregon
38001 - 38999
20%
$1000
Travel
39415 - 39119
5%
$250
Sub-contracts &
Sub-grants
Merchandise for
Resale or
Redistribution
39902 - 39999
20%
$1000
60000-69999
15%
$500
Subsidy
50000 – 59999
15%
$1000
Indirect Costs
70000 – 79999
15%
$1000
Transfers
91000 - 99999
15%
$1000
FOR FY16, Exhibit C
The budget guidelines provided below are intended to inform the fee-setting of OSU departments
and organizations. These guidelines are based on projected or anticipated changes in enrollments,
benefit costs and other variables that are subject to change.
Where appropriate, the relative volatility of a guideline (High, Medium or Low) has been provided.
(Prepared for October 30th, 2014)
FY16 Guidelines
Volatility
Salaries
Unclassified, including academic, faculty and professional: 3% expected July 1, 2015 for full year
PDQ roll out will effect this
Medium
Classified employees - 3% for full year (pretty close to covering steps and small COLA)
Medium
Student Wages
Minimum Wage
January 1, 2014 through December 31, 2014
*Estimate - January 1, 2015 through December 31, 2015
$9.10/hr
$9.25/hr
Low
Low
Graduate Pay - Minimum full-time equivalent monthly salary - $3,550
actual
Low
Graduate Fee Remissions
Base tuition - 12 credits - resident
3% increase
Actual costs vary by program. Please refer to approved Tuition & Fees for actual costs:
Fees: Changed from flat amount to 90% ($442 for FY15)
Low
http://www.ous .edu/fac treport/tuition/
http://oregons tate.edu/budget/sites /default/files /ay 2014-15-os u_fee_book_063014_final.pdf
Estimated Other Payroll Expense (average annual amount)
Unclassified-greater than .5FTE
Unclassified-less than .5FTE
30.4% of salary plus $16,366
30.4% of salary plus $95
Medium
Medium
Classified-greater than .5FTE
Classified-less than .5FTE
30.4% of salary plus $16,366
30.4% of salary plus $95
Medium
Medium
1040 Appointments-.5FTE and greater
1040 Appointments-less than .5FTE
28.42% of salary plus $16,366
8.1% of salary plus $34
Low
Low
Students
Graduate Students
Health insurance fee for Graduate Assistants
0.17% of salary plus $34
0.17% of salary plus $34
$900 per month
Assessments
*
Tort Liability (28160) (prior account code 28060)
*
Property Insurance (28161) (prior account code 28061)
*
Central Government Service Charge (28020)
*
OUS Centralized Activities (28101)
*
Secretary of State Audit (28003)
*
General Admin Overhead Charge (28204)
Low
Low
Medium
All unknown at this time.
Waiting to hear additional
information. Will use
historical if no other
information is obtained.
Projected Utilities Rate Increases
Electricity & Steam (OSU)
No known changes
Medium Natural Gas
4.4% increase, Nov '15 unknown
Medium Water & Sewer
No rate increase, Feb '16 3.1% increase, Feb '17 2.3%
Medium (City of Corvallis)
Nov '14
Feb '15
Medium
Steam
No known changes
Service and Supplies (General Inflation)
*Depends on vendors, product or service
0.0%
Medium
Interest Revenue
Calcuations will be done by the AABC and based on FY15 projected actuals and cash on hands estimates.
AABC will provide to units/departments impacts as stated above for salaries, OPE, assessments, utilities, and interest.
Projected Incidental Fee FTE
Fall Term
Winter Term
Spring Term
Summer Term
SHS & CAPS - Head Count FWS
SHS & CAPS - Summer FY17
FTE
23,500
22,900
22,400
68,800
Medium
Medium
Medium
6,800
Medium
69,100
6,575
Medium
Exhibit E:
Title
Unclassified
Mgr - Finance & Accounting
Coord-Business Operations
Finance Coordinator
Finance Coordinator
Classified
Accountant 1
Accountant 1
Accountant 1
Accountant 1
Accounting Technician
Accounting Technician
Limited Dur. Acct Tech
Students
Students 9
Rate
6,249
3,871
4,417
4,417
3,103
2,960
3,566
3,103
2,960
2,138
2,138
1,560
Months
Annual
12
12
12
12
12
12
12
12
12
12
12
12
74,985
46,450
53,004
53,004
40,353
38,374
45,771
39,727
37,194
27,270
25,656
18,720
Fixed OPE Variable OPE OPE
14,766
14,766
14,766
14,766
14,766
14,766
14,766
14,766
14,766
14,766
14,766
21,240
13,285
15,159
15,159
11,541
10,975
13,091
11,362
10,637
7,799
7,338
36,006
28,051
29,925
29,925
Unclass 4% 2012 Unclass 4% 2013
38,992
24,154
40,552
25,120
Total
FTE
Total Indexes:
1
1
1
1
4
115,549
77,325
82,929
82,929
358,733
QBC270
QBC270
QBC270
QBC270
Total
115,549
77,325
82,929
82,929
358,733
1
1
1
1
1
1
1
7
66,660
64,115
73,628
65,855
62,597
49,835
47,760
430,450
QBC270
QBC270
QBC270
QBC270
QBC270
QBC270
QBC270
Total
66,660
64,115
73,628
65,855
62,597
49,835
47,760
430,450
Total
18,720
18,720
3.5
4
Salary and OPE Totals
807,902
15
26,307
25,741
27,857
26,128
25,403
22,565
22,104
5,354
65,520 QBC270
65,520
854,702
Exhibit F
2015-2016
[Insert Budget Board Name]
FY16
Prepared By:
[Insert Budget Name]
FY16 2015-2016
Date:
To:
Student Incidental Fee Committee (SIFC)
From:
Re:
Contacts:
I. Budget Summary
II. Overall Budget Change Matrix:
Fall, Winter Spring
Summer
2014-2015
Cost per student per term
2015-2016
Cost per stud ent per term
$
$
$
$
% Increase from
1|Page
[Insert Budget Name]
FY16 2015-2016
III. Questions from SIFC
Please refer to Budget Guidelines for your department specific questions
2|Page
[Insert Budget Name]
FY16 2015-2016
IV. Summary for FY16 [Budget Name]
Increase in Enrollment
FY16
FY15
Student Pop. Increase (%)
A. Incidental Fees
Total FY15 Incidental Fees
$
Total FY16 Incidental Fees
$
Total FY16 Dollars to Allocate
$
B. Mandatory Costs
Utilities
$
Total Utilities
$
Salaries + OPE + Min. Wage Incr.
$
Total Mandatory Costs
$
C. Non-Mandatory Costs
Decision Package #1
$
Decision Package #2
$
Decision Package #3
$
Decision Package #4
$
Total Non-Mandatory Costs
$
Total Mandatory & Non-Mandatory Costs
$
3|Page
[Insert Budget Name]
FY16 2015-2016
V. Summary of Revenues and Expenses
A. Revenue:
Student Fee Revenue
B. Expenses:
Student Payroll
Classified Salaries
Unclassified salaries
Other Payroll Expense
C. Other Expenses:
Operating supplies expense
Minor Equipment
.
Utilities
Maintenance & Repairs.
Assessment and overhead expenses.
Other Expenses
.
.
Depreciation & Reserves
4|Page
[Insert Budget Name]
FY16 2015-2016
VI. [Budget
Name]Name]
Working
Capital
Report
VI. [Budget
Working
Capital
ReportSummary
For For
SIFC
Winter
SIFCSubmission:
Submission: Winter
TermTerm
2015 2015
Projections for June 30, 2015 (End of FY15)
Working Capital FY15:
$xxxxxxxxx
Recommended OSU IMD FY15:
$xxxxxxxxx
Excess Working Capital for FY15:
$xxxxxxxxx
VII. Reallocationof
ofExcess
Excess Working
Capital
VII. Reallocation
Working
Capital
Excess Working Capital Plan: Reallocation to [xxx] for [xxxxxx]
Below are estimated expenses and expected ranges of costs for items within FF&E:
 Outfit the Blue Penguin with new railings
$XXXXX

Installation of electronic navigation equipment
$XXXXX

Design and implementation of new flag design on the Blue
$XXXXX

Salary and OPE. Additional positions to assist with projects
$XXXXX
Estimated range of expenses for [xxx]
$XXXXXXXX
5|Page
[Insert Budget Name]
FY16 2015-2016
VIII. Decision Packages
[If there are any decision packages included in this year’s request, they
should be listed in this section. Decision packages should include a detailed
written justification for the increase or major programmatic change; the
total amount of the request; and the amount of the increase per student,
per term. If the decision package is for the creation of a new staff position,
a detailed position description should also be included. Any documentation
regarding usage statistics, changes in service levels, or other information
pertinent to your request is helpful for the decision-making of the
committee and should be included in your decision package.]
6|Page