FY 2009 Budget
Highlights
FY 2009 Operating Budget
UTSA’s strategic goals provide the framework for
budget priorities:
– budget plan focuses on the basics - salary merit
increases and workload demands created by
success as a growing institution.
– Only new source of revenue from tuition & fees
UTSA continues to find opportunities to maximize
usage of funds:
– will internally reallocate $3 million to meet FY 2009
requirements.
Major Goals Addressed by
FY 2009 Budget
$2 million for new faculty positions
– Improve student faculty ratio of 22.3:1
– Increase the proportion of tenure/tenure track faculty
to non-tenured instructors.
– Focus on faculty retention
Master Graduate Instructors program
– designed to benefit both graduate and undergraduate
students.
Major Goals Addressed by
FY 2009 Budget
Realignment of resources to
– strengthen undergraduate & graduate experiences;
– increase retention & graduation rates, and other
measures of student learning.
Academic support service delivery
– Improvements to advising, tutoring & supplemental
instruction;
– advising structure - review impact on retention and
graduation rates.
All positive efforts towards gaining reaccreditation in 2010.
Major Goals Addressed by
FY 2009 Budget
Information access is vital for assessment &
reporting and an essential tool for planning.
– UTSA is investing in Data Warehouse and Cognos
Reporting software implementation efforts.
More on Cognos reporting project at future FAR meetings
Major Goals Addressed by
FY 2009 Budget
Research continues to grow after doubling over
past 5 years.
– Indirect cost recovery will also increase with
renegotiated F&A rate of 44.5% (+3%).
Continued strengthening of research infrastructure
– compliance, grants management, technology transfer,
and capital improvements.
Partnerships in bioengineering
– New & expanded with military medicine programs, the
UTHSC-San Antonio, the SW Research Institute &
SW Foundation for Biomedical Research.
Major Goals Addressed by
FY 2009 Budget
South Texas Technology Management Center –
UTSA partnership with UTHSC-San Antonio,
U. T. Pan American & U. T. Brownsville:
– To accelerate commercialization of inventions and
potential revenue streams.
Major Goals Addressed by
FY 2009 Budget
Community Services’ activities annually serve
over 225,000 Texans, affecting improvements in
the regional quality of life.
– A strategic allocation to organize UTSA services
information & accessibility via a new web interface:
• strengthen engagement with the public
• improve customer service
• engender community support for the campus as UTSA
plans for the launch of a capital campaign.
FY 2009 Budgeted Revenues
Projected overall revenue growth of 4%
– Largest gain in auxiliary enterprises:
• Laurel Village completion & opening for Fall 2008
• University Center fee increase +82%
• Athletic fee increase +10%
– Statutory tuition will be flat
• due to changes in student mix (graduate & non-resident)
– Designated tuition revenue due to rate increase
($101 to $110/SCH)
Base Budget Allocations effective September
1, 2008
Preserving the Quality of our Workforce
(Compensation Increases) Total: $3,520,000
3% Merit Salary Increases
Faculty
Staff
Faculty Equity, Promotion and Tenure
Staff Salary Equity Pool
1,600,000
1,540,000
190,000
190,000
Base Budget Allocations effective September
1, 2008
Preserving our Mission Quality & Student Success
Total:
$3,176,329
New Tenure/Tenure Track Faculty &
Full time Non Tenure Track Apptmts
Financial Aid Set-Asides
$2,000,000
1,176,329
Base Budget Allocations effective September
1, 2008
Strategic Initiative Funding
Total:
$1,234,625
Academic Affairs – New Staff
160,000
Master Graduate Instructors Program 295,000
Extended Services – Institute for Economic Development
67,849
Business Affairs – New Staff
251,000
Research – New Staff
108,500
Student Affairs
– Admissions, Outreach & Student Recruitment
37,762
University Advancement – Staffing/M&O
314,514
Base Budget Allocations effective September
1, 2008
Enhancing and Protecting our Infrastructure
Total: $1,383,490
Support for new facility openings
Reserves, Bad Debt & TX Tomorrow
University Police
Debt Service
655,334
436,931
132,000
159,225
Total Operating Base Budget Allocations -- $9,314,444
(Includes state appropriations and tuition revenue only)
NonBase Budget Allocations effective
September 1, 2008
Data Warehouse
$685,000
Graduate Student Recruitment
206,500
Police & Facility Vehicles
169,000
Police Digital/Voice Vehicle Records & Tech Enhancements
108,500
Police DSX System
295,490
Security Camera Updates
41,400
Inventory Scanner Replacements
73,550
Computer Upgrades & replacements
92,300
NonBase Budget Allocations effective
September 1, 2008
Housekeeping Equipment
Outreach & Engagement Website
Annual Fund Direct Mail Campaign
Annual Fund Call Center
Animal Housing & Handling Costs
Research Maintenance & Operation Costs
Admissions Student Recruitment Efforts
Student Retention Study
University Advancement Capital Campaign
University Advancement Computer System
Annual Giving Solicitation Materials
Total Non-recurring needs
$40,000
29,000
70,000
30,300
440,000
113,750
206,776
63,434
260,000
50,000
25,000
$3,000,000
FY09 Budgeted Net Operating Revenues
(All Funds)
$385,856,278
2% - Investment
Income
$6,295,500
40% - Tuition &
Fees
$153,259,589
16% - Federal
Sponsored Pgms
(includes Financial
Aid)
$63,495,001
3% - State
Sponsored Pgms
$9,917,001
1% - Gifts in
Support of Ops,
$5,375,578
1% - Local &
Private
Sponsored Pgms,
$3,301,999
30% - State
Appropriations
$114,983,534
<1% - Other Oper
Revenue
$1,424,285
6% - Auxiliary
Enterprises
$22,804,312
1% - Sales & Svcs
of Educ Activities
$4,999,479
FY09 UTSA Budgeted Operating Expenses
(All Funds)
$389,244,181
4% - Interest on Debt
Svc $14,588,769
28% - Instruction
$113,791,791
7% - Depreciation &
Amortization
$26,145,000
7% - Research
$27,529,906
8% - Auxiliary
Enterprises
$29,574,063
6% - Scholarships &
Fellow ships
$22,011,948
8% - Academic
Support, $31,876,793
4% - Public Service
$16,819,438
10% - O&M of Plant
$37,157,350
7% - Student Services
$28,208,113
11% - Institutional
Support $41,541,010
Budgeted Expenses Academics
(in millions)
FY 2009
$ 366.0
$ 385.6
$ 19.6
5.3% (8.4%)
1,851.8
1.983.6
131.8
7.1% (56.5%)
UT Brownsville 3.6%
130.0
138.9
8.9
6.8% (3.8%)
UT Dallas
8%
276.3
309.1
32.8
11.9% (14.1%)
UT El Paso
7.6%
280.2
295.0
14.8
5.3%
(6.3%)
UT Pan Amer
6.1%
229.2
235.2
6.0
2.6%
(2.6%)
UT Perm Basin 1.2%
44.8
46.2
1.4
3.0%
(0.6%)
10.1%
377.6
389.2
11.6
2.1%
74.9
81.3
6.4
$3,630.8
$3,864.1
UT Arlington 10%
UT Austin
UTSA
51.3%
UT Tyler
Total Academic
$ Chg
% Chg (% of Total)
FY 2008
$233.3
3.1%
8.5%
(5%)
(2.7%)
6.4% (100%)
FY 2009 Library, Equipment, Repair &
Rehabilitation (LERR)
Total Funding = $30,000,000
UT Arlington $ 2,136,850
UT Austin
4,494,150
UT Dallas
2,150,000
UT El Paso
2,170,000
UT Permian Basin 830,000
UT San Antonio 2,238,000
UT Tyler
811,000
Total
$ 14,830,000
UTSouthwestern Dallas $ 1,975,000
UTMB Galveston
2,050,000
UTHSC Houston
1,975,000
UTHSC San Antonio
2,000,000
UT MD Anderson
1,975,000
UT Health Center Tyler 1,995,000
Total
Academic Library Collection $2,700,000
Collaboration Projects 500,000
$ 11,970,000
FY 2009 Library, Equipment, Repair &
Rehabilitation (LERR)
Total Funding for UTSA $2,238,000
•
•
•
•
•
Physical Education Building Fire Suppression $450,000
Expansion of Library Collection Shelving
630,000
Student Safety and Security
508,000
ADA Access
150,000
Science Bldg Teaching Lab Safety Rehabilitation
(Requested $654,000)
$500,000
FY 2009 Faculty Science & Technology
Acquisition & Retention Program (STARs)
Total Funding = $20,000,000
Faculty STARs Program – Academic Institutions $10,000,000
Faculty STARs Program – Health Institutions
$10,000,000
Benefits of Faculty STARs Program:
􀂾 Recruit and retain best faculty in the nation
􀂾 Develop and strengthen research capacity
􀂾 Pending and issued patents
􀂾 Encourage future research and excellence
􀂾 Collaboration with outside entities
STARs Funding History
Academic Institutions
2005 Faculty STARS $ 32,450,000
2006 Faculty STARS $ 15,000,000
2007 Faculty STARS $ 20,000,000
2008 Faculty STARS $ 10,000,000
2009 Proposed
$ 10,000,000
Health Institutions
2005 Faculty STARS $ 26,550,000
2009 Proposed
$ 10,000,000
(UTSA received $2,500,000
Competitive / $2,717,388 NonCompetitive; $5,217,388 Total)
(UTSA received $0)
(UTSA received $490,000)
(UTSA received $0)
•Funds must be used for equipment or lab renovation only.
•Competitive awards overseen by a peer review chaired by the Exec VC
Budget Rules
For Fiscal Year Ending August 31, 2009
A. INITIAL BUDGET
1.
Any transfers subsequent to the approval of the
initial budget shall be made only after consideration
of the allocations, transfer limitations, and general
provisions of the current general appropriations act.
(See B: Budget Amendments)
Budget Rules
For Fiscal Year Ending August 31, 2009
2. All appointments are subject to the provisions of
the U. T. System Board of Regents‘ Rules and
Regulations for the governance of The University of
Texas System.
3. The established merit principle will be observed in
determining salary rates.
Budget Rules
For Fiscal Year Ending August 31, 2009
4.
5.
All academic salary rates in the instructional
departments are 9-month rates (Sept 1 – May 31)
unless otherwise specified.
All appointments of classified personnel are based
on 12-month rates and are made within appropriate
salary ranges as defined by the classified personnel
Pay Plan approved by the president or Chancellor.
All appointments of administrative & professional
(A&P) personnel are based on 12-month rates.
Budget Rules
For Fiscal Year Ending August 31, 2009
B. BUDGET AMENDMENTS
1.
Items requiring approval of the UT System
Administration & subsequent approval by the BoR:
a.
b.
c.
d.
e.
Transfers from unappropriated E&G fund balance
New appointments of tenured faculty
Award of tenure to any faculty member
New appointment to Emeritus status.
Appointments, promotions & salary increases involving the
President.
Budget Rules
For Fiscal Year Ending August 31, 2009
B. BUDGET AMENDMENTS (continued)
1.
Items requiring approval of the UT System
Administration & subsequent approval by the BoR:
f. Compensation changes, new contracts, or contract changes
involving Athletic directors or head coaches.
g. Compensation changes for EE’s whose total annual
compensation is $1,000,000 or above.
h. Increases in budgeted amounts of $500,000 or more from
income for E&G, Auxiliary, Designated Funds, Service
Departments, Revolving Funds and Plant Funds.
Budget Rules
For Fiscal Year Ending August 31, 2009
B. BUDGET AMENDMENTS (continued)
1.
Items requiring approval of the UT System
Administration & subsequent approval by the BoR:
i.
Increases to Plant Funds of $500,000 or more
which result from transfers from E&G, Auxiliary,
Designated Funds, Service Departments, and Revolving
Funds.
Budget Rules
For Fiscal Year Ending August 31, 2009
B. BUDGET AMENDMENTS (continued)
2. Items requiring approval of the UT System
Administration (non-docket)
a.
b.
c.
Reappropriation of prior year E&G fund balances of
$100,000 or more.
Increases in budgeted amounts of $100,000 - $499,999
from income for E&G, Auxiliary, Designated, Service
Departments, & Revolving funds.
Increases to plant funds of $100,000 - $499,999, which
result from transfers from E&G, Auxiliary, Designated,
Service department & Revolving funds.
Budget Rules
For Fiscal Year Ending August 31, 2009
B. BUDGET AMENDMENTS (continued)
2. Items requiring approval of the UT System
Administration (non-docket)
d. Compensation changes for EEs who total annual
compensation is $500,000 or more but less than $1M.
e. Salary increases involving tenured faculty of $10,000 or
more. This includes one time payments.
f. Appointments & promotions involving A&P personnel
reporting directly to a president, a vice president or the
equivalent.
Budget Rules
For Fiscal Year Ending August 31, 2009
B. BUDGET AMENDMENTS (continued)
2. Items requiring approval of the UT System
Administration (non-docket)
g. Salary increases of $10,000 or more involving A&P
personnel reporting directly to the president, a vice president
or the equivalent.
h. All appointments and salary increases of $10,000 or more
involving employees other than athletic directors and head
coaches under written employment contracts.
Budget Rules
For Fiscal Year Ending August 31, 2009
4.
EFFECTIVE DATE OF APPOINTMENTS &
SALARY INCREASES
a.
Any increase in an approved salary rate for the current fiscal
year without a change in classification or position is not to be
effective prior to the first day of the month in which the
required final approval of the rate change is obtained.
A salary rate increase resulting from an appointment to
another classification or to a position involving new or
different duties may be made effective to the time of the first
performance of duties under the new appointment.
b.
Budget Rules
For Fiscal Year Ending August 31, 2009
4.
EFFECTIVE DATE OF APPOINTMENTS &
SALARY INCREASES (continued)
c.
The effective date of an appointment is the date in which the
individual is first to perform service for the institution under
that appointment.
The original appointment during a fiscal year of a person not in
a budget for that year or not under an existing appointment for
that year may relate back to the first performance of duties
during the fiscal year although such person may have been
employed in a previous fiscal year and although an increased
salary rate for the same classification or position is involved.
d.
Budget Rules
For Fiscal Year Ending August 31, 2009
4.
EFFECTIVE DATE OF APPOINTMENTS &
SALARY INCREASES (continued)
c.
The effective date of an appointment is the date in which the
individual is first to perform service for the institution under
that appointment.
The original appointment during a fiscal year, of a person not
in a budget for that year or not under an existing appointment
for that year may relate back to the first performance of duties
during the fiscal year although such person may have been
employed in a previous fiscal year and although an increased
salary rate for the same classification or position is involved.
d.