Budget
Report
FISCAL YEAR
2014/2015
October 1, 2014
To:
Campus Community
From:
Shawn Bibb, CFO and Vice President, Administration and Finance
Josee Larochelle, Associate Vice President for Finance
Subject:
Annual Budget Report for 2014/15
Fiscal Year 2014/15 continues the positive financial health of higher education in
California that began last year (fiscal year 2013/14). The Governor and State
legislature approved a 5% increase in State funding for the CSU; year two of the 4 year
plan presented by the Governor last year. While the increase in state funding is
welcomed by the CSU and San José State, the funding fell nearly $100 million short of
the CSU adopted support budget.
Of significance in this year’s State budget allocation is the New Capital Financing
Framework. The CSU as a system has been struggling with an aging infrastructure and
the required funding to maintain our buildings. This new authority allows the CSU to
pledge State allocations to secure debt to maintain our infrastructure. In the past, the
CSU was required to request state general obligation bonds – now the CSU can
leverage state appropriation to acquire new debt. The CSU Board of Trustees has
approved $10 million which could be used to acquire over $100 million in funds to
support critical infrastructure needs. While this change provides significant flexibility to
the CSU, many details need to be worked out. However, should the proposed funding
be authorized by the Board of Trustees, San José State stands to benefit through
funding for Duncan Hall roof replacement, Duncan Hall steam line upgrades, and utility
infrastructure improvements.
2014/2015 San José State University Annual Budget Report
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2014/2015 San José State University Annual Budget Report
TABLE OF CONTENTS
I. Foreword
II. University Resource Summaries
a.
Highlights and Facts: 2014/15 Operating Fund Budget
1
b.
Operating Fund Base Revenue Budget, 2013/14 vs. 2014/15
4
c.
Operating Fund Resources
5
d.
University Sources and Uses of Funds
6
e.
Expenditure Budget by University Division
8
f.
Comparison of CSU Campus Expenditures for Fiscal Year 2012/13
10
III. Self Support Operations and Selected Funds
a.
Continuing Education Reserve Fund (CERF) and College of International
and Extended Studies (CIES)
12
b.
Student Health
16
c.
University Housing Services
18
d.
University Parking Services
20
e.
Capital Outlay and Deferred Maintenance
22
f.
Intercollegiate Athletics
24
g.
Lottery
26
h.
Student Success, Excellence and Technology Fee
28
IV. Auxiliary Organizations
a.
Associated Students
32
b.
Research Foundation
34
c.
Spartan Shops, Inc.
36
d.
Student Union, Inc.
38
e.
Tower Foundation
40
V. Appendix
a.
Student Enrollment and Fees
43
b.
Glossary of Budget Related Terms
47
c.
Glossary of Budget Related Acronyms
51
d.
Organizational Charts By Division
53
2014/2015 San José State University Annual Budget Report
FOREWORD
Purpose/Use of this Document
This document is a presentation of San José State University’s (SJSU’s) estimated operating budget for
2014/15. SJSU budgets are addressed in varying detail, but the main focus of this document is SJSU’s
Operating Budget. The Operating Budget has two main components: funding from the State of California
that is distributed by the California State University (CSU) Chancellor’s Office to SJSU, and student fee
revenues collected by the campus.
This presentation of the San José State University budget is used by various members of the campus
community for a variety of purposes, including but not limited to grant applications, responding to inquiries
from the media, auditors, professional associations, accreditation teams, NCAA eligibility and compliance
teams, and in the recruitment of senior administrators.
Scope of Information
Budget presentations in this document are primarily focused on the current fiscal year from an overall
University perspective. Financial and budget information relating to specific Divisions, Colleges, Schools,
Service Groups, Departments and/or Programs may be obtained by contacting the appropriate Vice
President’s Office for assistance.
Distribution of this Document
This document can be found on the Finance website under Annual Budget Reports.
Published by:
Budget & Risk Management
Division of Administration & Finance
San José State University
Website: Budget & Risk Management
Telephone: (408) 924-1555 (Central line)
E-mail: university.budget.office@sjsu.edu
2014/2015 San José State University Annual Budget Report
University Resource
Summaries
Highlights and Facts
Operating Fund Base Budget Comparison
Operating Fund Resources
University Sources and Uses of Funds
Expenditure Budget by University Division
Comparison of CSU Campus Expenditures
HIGHLIGHTS AND FACTS: 2014/15 OPERATING FUND BUDGET
Fiscal Year 2014/15 continued the positive financial stability established in 2013/14. Beginning with fiscal year
2013/14, SJSU was pleased to report that the budget situation had improved greatly over the past year mainly
due to the passage of Proposition 30, which allowed the CSU to reverse the $250 million budget reduction
distributed to campuses at the start of last year. With the increased revenues provided by Proposition 30, the
Governor has committed to annual adjustments to the CSU budget between 4% and 5% for the next four years;
•
•
•
•
5% increase in 2013/14 (received)
5% increase in 2014/15 (received)
4% increase in 2015/16 and
4% increase in 2016/17.
The State of California legislature and the Governor continued to support higher education and met their
previously stated intentions by providing CSU a 5% funding increase for FY 2014/15. This increase totaled
$142 million to the CSU. With the additional funding, the CSU has prioritized a 3% general salary increase,
enrollment growth, and deferred maintenance funding (related to the new capital financing framework).
Unfortunately, the State’s allocation was less than necessary to meet these priorities and each campus received
roughly a 1.1% reduction in the anticipated allocation; the impact to SJSU is $1,326,000.
Below is a summary of the CSU adopted support budget and San José State’s allocations.
CSU
Enrollment FTES
Enrollment Funding
Tuition Fee Revenue Offset *
Benefits
New Space
SJSU
8,339
450
$81,198,000
$4,382,000
$(41,631,000)
$(2,353,000)
$12,066,000
$773,000
$1,597,000
Deferred Maintenance
$10,000,000
Compensation Pool
$92,605,000
Systemwide Provisions
$(13,171,000)
TOTAL
$142,664,000
$5,878,500
$8,680,500
*Tuition fee revenue offset equates to the revenue received by the campus for additional California residents.
While the CSU funds enrollment growth on a marginal cost per full-time equivalent student, the funding is then
reduced by the tuition paid by the students.
Additionally, there are a few significant changes included in the CSU’s budget appropriation:
•
•
•
•
•
New Capital Financing Framework: Inclusion of state general obligation (GO) bond debt service
expense to the CSU main appropriations which establishes new CSU financing flexibility related to debt
service and moves CSU lease revenue bonds debt service (LRB) from a separately identified
appropriation item to the CSU’s main appropriation;
Student Success Fee Moratorium: Restriction on CSU from approving any new student success fees
before 2016;
One-time award availability for innovations in higher education;
Adoption of a three-year CSU budget plan for academic years 2015/16 through 2017/18;
Requirement to report on a list of performance measures
2014/2015 San José State University Annual Budget Report
1
Tuition Fee and General Fund Support
80%
70%
60%
50%
40%
30%
20%
2006-07
2007-08
2008-09
2009-10
2010-11
General Fund
2011-12
2012-13
Tuition Fee
2013-14
2014-15
Excludes campus adjustments
The table below shows the budgeted full-time equivalent students for last year and this year. With the increase
in our expected resident FTES, the University has allocated approximately $4.2 million in permanent funding to
the Academic Affairs Division to meet instructional needs.
FTES
2013-14 Budget
Base
Surplus
2014-15 Budget
Total
Base
Surplus
Total
Resident
21,298
1,065
22,363
21,748
762
22,510
Non-res
1,607
--
1,607
1,927
373
2,300
Total
22,905
1,065
23,970
23,675
1,135
24,810
Campus Priorities: As noted in the listing below, SJSU’s top priority is to ensure adequate funding for instruction
of our students. In this year’s budget, an investment of nearly $4.2 million has been made to fund the newly
implemented College Based Funding Model (note that this funding is in addition to the increase in FTES
funded).







2
Enrollment Support
College Based Funding Model
Vision 2017: Agility-Tech-Digital Media Broadcast
Vision 2017: Helping & Caring Patrol Staff
Vision 2017: Helping & Caring Emergency Broadcast/Blue Light
Phones
Vision 2017: Helping & Caring Int'l Student Services
Vision 2017: Helping & Caring Legal Counsel
2014/2015 San José State University Annual Budget Report
$5,623,550
$4,186,999
$69,932
$259,690
$25,550
$320,986
$224,000
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2014/2015 San José State University Annual Budget Report
3
Operating Fund Base Revenue Budget
2013/14 vs. 2014/15 Comparison
2013/14 Budget 2014/15 Budget
Operating Fund Budget
General Fund Appropriations
Revenues (a)
$ 111,094,782
168,196,665
$ 279,291,447
$ 124,051,382
175,730,414
$ 299,781,796
21,298
1,607
22,905
21,748
1,927
23,675
Budgeted FTES
CSU Resident FTES Allocation
Non-Resident FTES (campus target)
Total Budgeted FTES
Adjustment
$
$
12,956,600
7,533,749
20,490,349
11.7%
4.5%
7.3%
450
320
770
2.1%
19.9%
3.4%
Detail of Budget Adjustments between 2013/14 and 2014/15
CSU Budget Adjustments
Enrollment Growth
Mandatory Costs (b)
Retirement Adjustment
Equity and Compensation Adjustments
Student Success
Interest Assessment (c)
FY1415 Compensaton
1.1% General Fund Reduction to Support CSU Operations
State University Grant (SUG) Adjustment
Tuition Fee Off-Set
Total CSU Budget Adjustments
Campus Budget Adjustments (d)
Tuition Fee Adjustment
Non-Resident Tuition Fee Adjustment
Other Revenues (e)
Work Study Increase
Total Campus Budget Adjustments
4,382,000
773,000
921,200
2,703,600
350,000
84,500
5,878,500
(1,326,700)
1,543,500
(2,353,000)
$
12,956,600
4,519,455
2,915,000
74,000
25,294
Total All Budget Adjustments
7,533,749
$
20,490,349
Footnotes:
(a) See next page for a breakdown of Revenues.
(b) Permanent adjustment for health benefits.
(c) Permanent adjustment for interest owed to the State.
(d) Campus Budget Adjustments represent the differences between campus calculated fee revenues versus fee revenues
calculated by the Chancellor's Office. Differences are primarily due to variations in student mix and average unit load.
(e) Includes small changes in variable fee revenues (e.g., diploma/commencement fees, transcript fees).
4
2014/2015 San José State University Annual Budget Report
Percent
Change
2014/15 Operating Fund Resources
Source
State Appropriation
Non-Resident
Fees
5.9%
Other Student
Fees
1.2%
State
Appropriation
41.4%
Tuition Fee
50.8%
Total
$
Tuition Fee
Tuition Fee
Campus Adjustment to Tuition Fee
Non-Resident Fees
Non-Resident Fees
Campus Adjustment to Non-Res. Fee
Other Student Fees
Application Fee
Diploma/Commencement Fee
Transcript Fee
Other Student Fees
Transfers In from Other Funds
Campus Work Study Program
Cost Recovery from Other Funds
Transfers In/
Other
Revenues
0.8%
Other Revenue Sources
Total Operating Fund Resources
2014/2015 San José State University Annual Budget Report
$
124,051,382
41.4%
146,832,000
5,387,455
152,219,455
50.8%
14,640,000
2,915,000
17,555,000
5.9%
2,000,000
300,000
480,000
679,000
3,459,000
1.2%
865,294
1,500,000
2,365,294
0.8%
131,665
<0.1%
299,781,796
100.0%
5
UNIVERSITY SOURCES AND USES OF FUNDS
“Sources and Uses of Funds” is a term used by the University to describe resources available to the campus for
expenditure (sources), and the commitments made by the campus against them (uses).
Base vs. One-time Funding
Throughout this document, there are references to “base funding” and to “one-time funding.” Base funding refers
to permanent funding or funding that can reasonably be expected to be available every fiscal year. “Base” is
most commonly used in dialogue regarding the Operating Fund but could also be used in reference to other
funds’ regular, stabilized annual funding. Base funds are allocated on a permanent, on-going basis.
One-time funding is typically used to refer to additional resources made available in a given fiscal year that may
not be available again the following fiscal year. “One-time” can also be used in reference to the decision to fund
a particular non-recurring need/request. Prior year roll forward is a major source of one-time funds.
Uses of Funds Guidelines
Page 8, “2014/15 Expenditure Budget by University Division,” summarizes the estimated base resources
available to SJSU in 2014/15. As a public institution, SJSU receives support from many sources and employs
fund accounting methods. Depending on its source, a fund will be more or less restricted in the manner in which
it may support fulfilling the University’s primary mission. Aside from the Operating Fund, many of the funds that
support the SJSU community are raised through specific fees and tend to be more restricted in use.
2014/15 Sources & Uses
The following page shows University Sources and Uses for the 2014/15 fiscal year, reflecting the outcome of
budget discussions in the President’s Cabinet. Highlights are as follows:
•
•
•
•
•
•
6
De-Allocated FY 13/14 Vision 2017 Funding: Due to the necessity of re-prioritizing budget requests
submitted for 2014/15, $6.3 million dollars were de-allocated from FY 2013/14 Vision 2017: Agility
through Technology, and 21st Century Spaces to fund some of those requests.
Carry Forward-Central Accounts: Unexpended funds in central accounts carried forward from the
prior year. $7 million dollars was due to surpassing FTES targets, and $7 million was due to cost
savings in benefits, utilities, and risk management. The remaining $15 million is associated with the
previously approved projects.
Surplus FTES: The University has budgeted 1,135 surplus FTES that will generate an estimated
$8,292,430 in fee revenues. The Academic Affairs Division will receive $4,592,200 to support teaching
these FTES, per the current funding model (residents: $3,200 per FTES with $2,600 going to Academic
Affairs for faculty and materials, and $600 for benefits costs and non-residents: $7,000 per FTES with
$5,100 going to Academic Affairs for faculty and materials, and $1,900 for benefits costs).
Mandatory Costs: This category in the report reflects annual budget adjustments for items such as
benefits, energy rate increases, and student aid, and annual reserves for utilities ($500,000) and risk
losses ($1,000,000).
Continuing/Previously Approved: This category reflects items that received funding in the 2013/14
budget as Re-Prioritized FY 13/14 Vision 2017 Fund but are still in process and have been carried
forward for this year.
Campus Priorities: This section identifies funded projects for 2014/15.
2014/2015 San José State University Annual Budget Report
2014/15 Sources and Uses of Funds
Base
Sources of Funds
Operating Fund
2013/14 Unallocated Base
2014/15 Increase [1]
De-Allocated FY13/14 Vision 2017 Funding
Carry Forward - Central Accounts
Surplus FTES (762 res; 373 non-res)
Release of FY13/14 Reserve for Enrollment Fluctuations
$
6,338,845
15,500,102
8,292,400
-
$
Total, All Sources of Funds $ 24,738,176
$
30,131,347
$ 54,869,523
$
4,592,200
1,500,000
6,092,200
5,878,500
10,224,750
2,500,000
350,000
773,000
203,600
921,200
2,136,500
1,500,000
25,294
$ 24,512,844
-
600,000
69,183
100,000
82,868
500,000
60,500
1,100,000
600,000
69,183
100,000
82,868
500,000
60,500
1,100,000
-
$
186,247
1,686,567
154,349
4,539,714
186,247
1,686,567
154,349
4,539,714
$
$
$
68,403
255,030
100,000
538,940
25,000
102,400
262,210
1,351,983
11,983,897
18,147,450
5,878,500
5,632,550
2,500,000
350,000
773,000
203,600
921,200
2,136,500
25,294
$ 18,420,644
Continuing/Previously Approved
Re-Prioritized FY1314 Vision 2017 Fund
Vision 2017: 21st Century Spaces
Landscape Master Plan Implementation (Phase 2 of 5)
CASA HB Room Upgrades - 2014
C-Space, A Collaboration Learning Space
Teaching Spaces
Improvement Organic Chemistry and Physics Labs
Renovation of Duncan Hall 701
Photography Program Move
Vision 2017: Agility through Technology
Functional Subject Matter Experts (SME)- Enrollment Services
Degree Audit Workflow Project - Phase 1
Women's Softball Field Upgrades
$
Campus Priorities
Campus Reserve
College Based Funding Model
Vision 2017: Agility-Tech-Digital Media Broadcast
Vision 2017: Helping & Caring Patrol Staff
Vision 2017: Helping & Caring Blue Light Phones
Vision 2017: Helping & Caring Emergency Broadcast
Vision 2017: Helping & Caring Int'l Student Recruitment
Vision 2017: Helping & Caring Int'l Student Services
Vision 2017: Helping & Caring Legal Counsel
Vision 2017: Spartan Pride Creating Pride Giveaways
Vision 2017: Spartan Pride
Vision 2017: Spartan Pride Washington Square Magazine
Total Sources Less Uses
[1]
Total
1,247,827
20,490,349
3,000,000
Uses of Funds
Mandatory Costs
Compensation 3% GSI
FTES Support(770 base; 1,135 surplus)
FY 13/14 Compensation Increase
FY 13/14 Student Success
Health & Dental Premiums
Other Compensation Adjustments
Retirement Adjustment
SUG Adjustment
Utilities and Risk Reserves
Work Study
$
One-Time
1,200,000
4,186,999
69,932
259,690
550
25,000
320,986
224,000
$ 6,287,157
Total, All Uses of Funds $ 24,707,801
$
30,375
$
1,247,827
20,490,349
6,338,845
15,500,102
8,292,400
3,000,000
1,200,000
4,186,999
138,335
259,690
255,580
125,000
538,940
320,986
224,000
25,000
102,400
262,210
$ 7,639,140
$ 36,691,698
$ 18,177,825
Please refer to the "Operating Fund Base Revenue Budget, 2013/14 vs 2014/15 Comparison" display.
2014/2015 San José State University Annual Budget Report
7
2014/15 Expenditure Budget
by University Division
Office of the
President
Operating Fund (a)
Salaries
Benefits
OE&E
Net Budget
Restricted Student Aid (b)
Total Operating Fund
Academic Affairs
$774,209
302,960
529,980
$1,607,149
13,371
$1,620,520
$113,584,759
49,937,675
5,511,897
$169,034,331
558,256
$169,592,587
Other Funds
Graduate Business Professional Fee
Miscellaneous Other Funds
Student Orientation Programs
SSETF-Instructionally Related Activities
SSETF-Course Support
SSETF-Student Success
Campus Revenue Funds
Continuing Education (CERF)
Housing Funds
Lottery Fund - Exclude Pre-Doc
Other Revenue Sources (c)
Parking Funds
Student Health Funds
Campus Auxiliaries
Associated Students
Research Foundation
Spartan Shops
Student Union
Tower Foundation
Total, All Funds $
Administration &
Finance
Intercollegiate
Athletics
Student Affairs
$19,790,024
9,489,907
7,333,351
$36,613,282
225,986
$36,839,268
$11,056,028
5,220,471
1,165,326
$17,441,825
217,270
$17,659,095
529,573
73,000
392,475
1,312,155
2,442,770
5,245,670
756,500
115,112
26,731,147
3,256,784
444,108
32,545,178
32,499
6,732,828
330,000
University
Advancement
$4,204,429
2,053,522
20,874
$6,278,825
42,680
$6,321,505
University-Wide
$4,246,165
1,698,896
411,895
$6,356,956
71,429
$6,428,385
$1,069,931
670,971
19,411,231
$21,152,133
40,168,303
$61,320,436
$154,725,545
69,374,402
34,384,554
$258,484,501
41,297,295
$299,781,796
149,352
236,000
364,000
1,095,710
7,933,433
1,975,000
617,000
Total University
148,271
111,389
1,156,279
1,166,672
138,185
191,000
10,015,593
15,653,845
7,335,562
71,422,000
14,701,441
8,617,893
36,500,000
1,620,520
$
280,333,377
$
62,319,320
$
84,160,503
$
24,270,531
$
42,928,385
$
64,617,584
$
Footnotes:
(a) Operating Fund expenditure budget includes base funding only and estimated 3% compensation.
(b) Restricted Student Aid includes Federal Work Study, Tuition Discount (SUG), Supplemental Educational Opportunity Grants (SEOG) and State Graduate Fellowship Grants.
(c) Other Revenue Sources include miscellaneous revenues from ticket sales, Spartan Foundation(Athletics), rental of University space, and other miscellaeneous revenue-generating activities.
8
2014/2015 San José State University Annual Budget Report
% of Total
46.1%
7.4%
53.5%
678,925
673,000
1,488,185
9,393,859
2,554,159
7,273,561
0.1%
0.1%
0.3%
1.7%
0.5%
1.3%
31,598,711
32,545,178
2,113,185
11,186,092
6,732,828
15,653,845
5.6%
5.8%
0.4%
2.0%
1.2%
2.8%
7,335,562
71,422,000
14,701,441
8,617,893
36,500,000
1.3%
12.7%
2.6%
1.5%
6.5%
560,250,220
100.0%
2014/15 Operating Fund Expenditure Budget
by University Division
Office of the President
0.5%
University-Wide
20.5%
University Advancement
2.1%
Intercollegiate Athletics
2.1%
Student Affairs
5.9%
Academic Affairs
56.6%
Administration & Finance
12.3%
2014/2015 San José State University Annual Budget Report
9
Comparison of CSU Campus Expenditures
Fiscal Year 2012/13
The data source for this report has been changed to the "Actuals Summaries" on the CSU Budget Office website: www.calstate.edu/budget/final-budget-summaries/. The data for each campus are available here. In the past, the
Budget Office compiled data from campus financial statements, but campuses are no longer required to prepare stand-alone financial statements. Auxiliaries, Housing, Parking and Federal funds for student aid are no longer
included in this display. Instead, the report now provides an "apples to apples" comparison of the funds used to support the University's primary mission.
$
San Jose
Actuals
135,007,116
$
1,255,911
28,552,029
41,398,899
24,555,625
31,703,157
46,063,602
308,536,339
%
43.8% $
$
0.4%
9.3%
13.4%
8.0%
10.3%
14.9%
100.0% $
2012/13 College Year FTES (b)
$ Expended per FTES $
23,418
13,175
$
Expense Categories (a)
Instruction
Research
Public Service
Academic Support
Student Services
Institutional Support
Operation & Maintenance (facilities)
Student Financial Aid
Total Operating Expenses
Northridge
Actuals
149,921,228
3,016,778
1,238,652
34,422,449
47,500,118
35,657,697
28,564,107
57,738,517
358,059,546
28,027
12,776
%
41.9% $
0.8%
0.3%
9.6%
13.3%
10.0%
8.0%
16.1%
100.0% $
$
Sacramento
Actuals
111,229,029
%
42.2% $
375,841
27,306,785
25,356,774
25,370,344
31,127,673
42,874,017
263,640,463
0.1%
10.4%
9.6%
9.6%
11.8%
16.3%
100.0% $
22,233
11,858
$
San Francisco
Actuals
%
137,947,500
45.5% $
$
889,500
0.3%
26,262,312
8.7%
25,473,258
8.4%
33,470,098
11.0%
32,870,968
10.8%
46,338,816
15.3%
303,252,452
100.0% $
24,716
12,269
$
Long Beach
Actuals
160,393,115
233,439
737,234
31,032,091
36,931,671
30,330,073
32,926,579
54,115,892
346,700,094
28,315
12,244
Footnotes:
(a) Standard reporting categories used by all universities to report financial data.
(b) FTES Actuals for 2012/13 College Year Full-Time Equivalent Students data are from www.calstate.edu/budget/enrollment_sufrev/. Includes both Resident and Non-Resident students.
10
2014/2015 San José State University Annual Budget Report
%
46.3% $
$
0.2%
9.0%
10.7%
8.7%
9.5%
15.6%
99.9% $
$
Fullerton
Actuals
155,864,173
138,886
291,748
21,130,586
29,007,112
42,079,029
32,053,588
46,715,183
327,280,305
29,055
11,264
%
47.6%
0.0%
0.1%
6.5%
8.9%
12.9%
9.8%
14.3%
100.0%
Self-Support Operations
and Selected Funds
Self-Support Operations
Continuing Education Reserve Fund & College
of International and Extended Studies
Student Health
University Housing Services
University Parking Services
Selected Funds
Capital Outlay and Deferred Maintenance
Intercollegiate Athletics
Lottery
This page intentionally left blank
2014/2015 San José State University Annual Budget Report
CONTINUING EDUCATION RESERVE FUND (CERF)
As an integral part of SJSU, The College of International and Extended Studies (CIES) coordinates continuing
education for both credit and non-credit programs like Open University, Intersession, Special Session,
International Leadership Certificate and non-credit Professional Development. Credit Programs encompass
Open University and Special Session, whereas non-credit programs include International Leadership and CEU
(Continuing Education Units) programs. Open University is a gateway for non-matriculated students to pursue
their educational goals. Special Session programs offer matriculated students an opportunity to achieve both
undergraduate and graduate degrees to pursue their career goals. As a globally recognized center of excellence
in international and extended education, CIES expects to serve the largest number of students and be one of
the top generators of gross annual continuing education revenue amongst the 23 CSU Extended Education
units.
CIES generated $28.4 million in Credit Revenue in 2013/14, with Student Credit Units (SCUs) calculated at
66,146. In 2014/15, CIES is projecting $29.6 million in credit revenue, a 4% increase. SCUs are projected to be
69,581.
CIES offers Non-Credit Programs to meet the professional development and continuing education needs of
individuals and organizations. The value of the non-credit programs is in building community and corporate
partnerships. Over the past few years, growth in gross non-credit revenues has been consistent due to
successful collaborations with both international (e.g. JAMK-Finland; EFREI-France) and regional organizations
(e.g. Work2Future; Santa Clara Valley Water District). However, the customized nature of these programs adds
to the volatility of implementing and marketing these programs. In FY 2013/14, CIES generated a little over
$400,000 in gross non-credit revenues.
CIES will continue to maintain a reserve to pay for six months of salaries and other operational expenses in
case of an emergency or a natural disaster. The six month equivalent of total operating expenses budgeted for
FY 2014/15 is $2.9M. The interest earned on the operation reserve is accrued to cover annual inflation. FY
2014/15 ending fund balance for CIES Operating Reserve Fund 48191 is projected to be $2,211,266.
The “moving fund” reserve is to enable the build out of a space in the new building adjacent to the Student
Union. In addition to housing the various offices and functional areas of CIES, the space will serve the campus
as a recruitment and student support center for international students. The new space will include space for
advising international students (a retention tool), space to promote SJSU to potential students (a recruitment
tool), and space to greet international guests and dignitaries (a promotion tool).
Summer intersession will continue to be offered as a self-support intersession in FY 2014/15. CIES projects
summer intersession to generate total revenue of about $6.5million. In addition, due to projected revenue
increase(s) of 10% for Special Session and Spartans On-Line; and a 5% increase in Open University and Winter
Intersession, total credit revenue projection for FY 2014/15 is $29.6M. Following the current continuing
education revenue distribution model, $24M will be allocated as shared costs to other academic colleges and
institutional partners of the University.
12
2014/2015 San José State University Annual Budget Report
Continuing Education Reserve Fund (CERF)
2014/15 Budget
Academic
Affairs
Revenues
Credit Revenues
Open University
Special Session
Regular Extension/Winter
Spartans On-Line
Summer-Self Support
Early Start Program
$
Non Credit Revenues
Interests
Other Revenues
Total Revenues
Total Expenses
Net Revenues of Expenses
Transfer In (Out)
Fund Balance/Reserve
Operating Reserve
Moving Fund Reserve
Program Development
Total Reserve
Total Prior Yr Fund Balance
Ending Fund Balance
2,684,042
15,569,520
1,679,061
133,544
5,692,033
200,928
25,959,128
443,126
Administration
& Finance
$
Student
Affairs
339,362
1,968,560
212,295
16,885
719,682
$ 46,277
268,440
28,949
2,303
98,139
3,256,784
444,108
Universitywide
$
15,426
89,480
9,650
768
32,713
$
443,126
26,402,254 $
26,511,598 $
(109,344) $
2,199,919
1,280,524
500,000
3,980,443
5,095,775
4,986,431
$
3,256,784
3,256,784
-
$444,108
$444,108
$
-
-
293,803
$293,803
Total
$
3,100
217,000
220,100
220,100 $
219,549 $
551 $
(18,100)
3,085,107
17,896,000
1,929,955
153,500
6,542,567
200,928
29,808,057
443,126
101,100
217,000
761,226
30,569,283
31,598,711 (a)
(1,029,428) (b)
(18,100)
207,496
189,947
3,980,443
11,396,212 (c)
10,348,684
148,037
98,000
$
$
$
Study Abroad
$
$
$
$
98,000
246,037 $
1,166,672 $
(920,635) $
$
5,799,138
4,878,503
$
$
Footnotes:
(a) In order to derive an estimated CERF balance at June 30, 2015 (excluding CIES, U-Wide and Study Abroad) for this document, the assumption was that the funds will
have a balance equal to the reserve and/or prior year fund balance.
(b) Under University-Wide 2014-15 deficit of $920,635 due to CSU pro-rata and Chancellor's Office Central Administrative costs will be covered by the 2013-14 prior year
fund balance.
(c) Under University-Wide, the prior year fund balance includes the return of the Next Gen project of $4M due to the State Audit and the $1.5M unallocated
2013/14 Open University revenue.
2014/2015 San José State University Annual Budget Report
13
COLLEGE OF INTERNATIONAL AND EXTENDED STUDIES (CIES)
CENTRAL OPERATIONS
College of International and Extended Studies (CIES) is an academically and financially viable unit of San José
State University (SJSU). It is one of the most diverse (in types of programs offered), innovative, and successful
units in California State University (CSU) system. In collaboration with other academic units and with the support
of our institutional partners, CIES initiates and implements new programs and delivery methods to bridge
borders and seek international opportunities in an increasingly interdependent world.
The two-fold mission of CIES is to provide access to innovative and relevant educational programs to students
and working professionals; and to internationalize the campus and develop students as global citizens.
Highlights of the 2014/15 Budget
As we go into another fiscal year, we recognize the critical need to invest in new program development and
explore other areas of business opportunities. In order for us to maintain the competitive edge, we must
continue to diversify our program base and enhance the “value add” of our existing programs. To this end, as
we collaborate with our partner colleges to pursue the development of professional degree and certificate
programs, we will also continue to develop demand-driven short-term international leadership program and
extend the Continuing Education Unit (CEU) fee program beyond school districts.
San José State University has long recognized the value of enrolling non-resident students from outside
California and the United States. These students bring diversity and add an important dimension to the
educational experience at our campus. In addition, the non-resident students supplement the funding of
Californians and help offset state budget reductions. Over the next few years, we will continue with a proactive
approach to significantly increase the non-resident student population both at the graduate and under-graduate
levels at the University.
Online education is no longer synonymous with low quality in fact, if implemented correctly, it has a potential to
offer a superior experience to students, faculty and administrators. CIES through its department, Spartans OnLine, will support our faculty and other university partners to grow their programs online and expand the target
reach for high-demand bottle neck courses. To meet these objectives, CIES has designated staffing and
operational funds to help deliver rigorous, selective, online graduate and undergraduate degree programs to
students.
There is increasing competition in the areas of non-resident student recruitment and online education. In
addition to typical challenges to scale up, we also face challenges in state authorizations for online offerings that
require for us to invest heavily in infrastructure, development and a brand-marketing campaign over the near
term. To overcome these challenges and continue to provide quality teaching, faculty and graduation rates, we
budget for a significant marketing spending in FY 2014/15 to brand SJSU as a university of choice to a larger
target audience.
14
2014/2015 San José State University Annual Budget Report
College of International and Extended Studies (CIES) Central Operations
2014-15 Budget
Central
Operations
Revenues
Revenues
Interests
Study Abroad
Program
$
6,143,695
$
Total Revenues $
Expenses
Salaries and Benefits
Salaries and Staff Benefits
$
Student Assistants
6,143,695
$
3,475,063
72,298
3,547,361
$
Operating Expenses & Equipment
General Operating Expenses
Advertising
399,093
595,415
994,508
217,000
3,100
220,100
$
95,552
6,000
101,552
$
$
36,200
5,795,463
3,100
5,798,563 (a)
3,570,615
78,298
3,648,913
435,293
595,415
1,030,708
36,200
Total Expenses $
4,541,869
$
137,752
$
4,679,621
$
1,601,826
$
82,348
$
1,118,942
Net Revenues of Expenses
Allocation of Tuition Revenue
Prior Year Fund Balance
Ending Fund Balance
Total
883,680
$
2,485,506
(18,100)
207,496
$
271,744
(18,100)
1,091,176
$
2,192,018
Footnote:
(a) Estimated Central Operations Credit Programs Revenue (Open University, Special Session & Winter) is
$19% of $29,607,127 exception to Summer which is 10% of $6,542,567. Non Credit Programs Revenue
(Regular, Contract and CEU-CE Units programs) is estimated at $443,126. For details regarding CIES
programs/finances, visit: http://cies.sjsu.edu/.
2014/2015 San José State University Annual Budget Report
15
STUDENT HEALTH CENTER
The Student Health Center (SHC) provides services and education for registered students and
consultative services for the campus. The SHC mission is to promote and maintain a state of
optimum health among the diverse student community in support of academic excellence.
The SHC goals are:
• Provide student health and wellness services, including primary care, limited specialty
care, health promotion, disease prevention, support services (laboratory, pharmacy,
physical therapy, radiology, nutrition), and mental health services
• Promote accountability and responsibility for the health and well being of the student
community
• Leverage expertise and resources in collaborative support of campus strategic priorities,
including wellness initiatives
Highlights of the 2014/15 Budget
This year marks the 102st year of accessible, low cost health and wellness services offered on
the SJSU campus. The Student Health Service for the San José Normal School was officially
organized in 1912 and has grown to be a fully-accredited, outpatient clinic and key student
development center. Approved by a significant margin in a 2001 student referendum, the Health
Fee remains the principal funding source for SHC services.
The 2007 approved increase of the health Facilities Fee was based on the program and funding
priorities indicated by SJSU students. The approved funding is currently underwriting the
construction of a new health and counseling facility and associated outdoor learning spaces.
The $6.0M transfer shown on the following page is the estimated contribution to the project for
2014/15. Compared with the current 1958 SHC facility, the new facility will improve the comfort
and capacity of student services. It will allow for new services, including some wellness and
health promotion services outside the facility.
Unanimously approved in 2010, the Mental Health fee has started to fund an ongoing initiative
to further develop comprehensive mental health services for SJSU students. The fee is
supporting the retention and hiring of more mental health staff. Many new staff are already at
work to help reduce unmet demand for mental health services.
16
2014/2015 San José State University Annual Budget Report
Student Health Center
2014/15 Budget
Augmented Health
Services
(Fee for Service)
Health Services
Fee
Revenues
Student Fees
Other Revenues
Interest
$
Total Revenues $
Expenses
Salaries and Benefits
Staff Salaries
Benefits
Student Assistants
$
8,751,893
60,000
8,811,893
Facilities Fee
Total
$
325,000
$
3,656,169
$
$
2,800
327,800
$
55,000
3,711,169
$
4,831,976
2,129,301
81,604
7,042,881
-
12,733,062
117,800
12,850,862
$
4,831,976
2,129,301
81,604
7,042,881
$
969,600
51,600
1,220,254
28,500
62,500
95,960
26,500
6,000
60,000
1,650
25,000
2,400
61,000
2,610,964
9,653,845
3,197,017
(6,000,000)
13,010,626
10,207,643
-
Operating Expenses & Equipment
General Operating Expenses
Chancellor's Office Charges/Pro-rata
Cost Allocations from the CSU Op. Fund
Contractual Services
Equipment
Insurance Expenses
IT Hardware/Software
Postage
Printing
Accreditation
Repair & Maintenance
Telephone/Communications
Travel
Net Revenues of Expenses
Transfer In (Out)
Prior Year Fund Balance
Ending Fund Balance
$
Total Expenses $
$
$
807,300
$
162,300
739,216
28,500
57,500
95,960
26,500
6,000
60,000
1,650
25,000
2,400
61,000
1,911,026
8,953,907 $
(142,014) $
16,390
183,690
183,690
144,110
$
$
4,198,006
4,055,992
644,196
788,306
$
$
51,600
464,648
5,000
516,248
516,248 $
3,194,921 $
(6,000,000)
8,168,424
5,363,345 $
Note: For details regarding Student Health programs/finances, visit: http://www.sjsu.edu/student health.
2014/2015 San José State University Annual Budget Report
17
UNIVERSITY HOUSING SERVICES
The Mission of University Housing Services (UHS) is to provide inclusive, vibrant studentcentered living communities designed to promote academic success, personal development,
university involvement and civic engagement.
To fulfill its mission, UHS will:
•
•
•
Provide a positive living environment
Enrich the learning experience
Maintain fiscal integrity and responsibility
Highlights of the 2014/2015 Budget
The projected 2014/2015 UHS all funds year-end balance is a positive $3 million. The average
occupancy rate is expected to be 106% (3572 students) for 2014/2015. Projected revenue is
higher than the previous fiscal year based upon a 10% increase in our rates. The fiscal year-end
balance is anticipated to be higher than the previous year mainly due to the rate increase, high
occupancy rate and continued prudent fiscal management.
The number of students wanting to live on campus continues to increase as a result of the
benefits to student success that campus living supports, the value of on-campus housing
compared to the local housing market and the continued on-campus housing requirement for
first time frosh.
Since UHS is constructing a new housing facility, Phase II of Campus Village, the fiscal yearend balance will be rolled into a special construction reserve account.
18
2014/2015 San José State University Annual Budget Report
University Housing
2014/15 Budget Projection
Revenues
Student Housing Rent
Conference and Overnight Guests
Orientation Program Lodging
Other Revenues
Miscellaneous Student Fees
Auxiliaries Rent Revenues
Parking Permits
$ 32,345,501
925,262
163,710
381,378
343,396
632,456
595,000
Total Revenues
Expenses
Salary and Benefits
Salaries and Wages
Benefits
Student Assistants
Operating Expenses & Equipment
General Supplies/Services
Equipment/Furniture Replacement
Insurance Premiums
Internet/Cable (UTS)
Repairs, Maintenance & FD&O Services
Tuition Payments for RAs
Utilities
Payments to Service Providers:
Business Services
CSU Centrally Paid Costs
Ground Lease Fees
Security (UPD)
Debt Service (a)
$ 35,386,703
$
3,587,843
1,992,941
545,755
6,126,539
$
4,152,591
363,500
295,942
883,912
306,690
36,000
2,763,941
487,271
485,026
367,914
410,177
15,865,675
26,418,639
Total Expenses
Transfers In (Out)
Total Transfers In/(Out)
Net Revenues of Expenses
$ 32,545,178
$
$
-
$
2,841,525
$
3,004,516
Prior Year Fund Balance
Ending Fund Balance (b)
162,991
Footnotes:
(a) Part of service revenue bond program for Campus Village which
opened in 2005/06. It also includes debt service related to Campus
Village building repairs.
(b) Funds held for planned construction of Campus Village II.
For details regarding University Housing Services' programs/finances,
visit http://www.housing.sjsu.edu/.
2014/2015 San José State University Annual Budget Report
19
UNIVERSITY PARKING SERVICES
University Parking Services generates its revenue through parking permit sales and parking citation fines.
Parking permits are sold to employees, students and visitors over the counter, online and through automated
pay stations. Parking revenues are used for parking operations and enforcement costs, maintenance and repair
to existing facilities, and alternative transportation programs. A construction reserve receives any surplus funds
at year-end.
Highlights of the 2014-15 Budget
Student enrollment grew by approximately 4% in 2013/14, while revenue increased about 3%. The additional
revenue is attributed to the increase in students who purchase daily permits versus semester permits. In
2014/15, enrollment is expected to increase 5%, while parking revenue is expected to remain flat due to the fully
impacted parking supply.
The Fines and Forfeitures Fund revenue is also expected to remain flat this year. The State of California
imposed surcharge of $12.50 per collected citation was to be suspended in 2013, but the state legislature
instead made the surcharge permanent. This will continues to significantly reduce net revenue. The surcharge
represents 28% of the typical $45 citation.
Major capital projects planned for 2014/15 include earthquake retrofitting of the North Garage elevator towers
and the renovation of Lots 11 and 13. The total projected cost estimate for both projects is $2.1 million. Final
completion for both projects will not be until fiscal year 2015/16, spreading the expenditures over two fiscal
years.
20
2014/2015 San José State University Annual Budget Report
University Parking
2014/15 Budget
Fines &
Forfeitures
Parking Fees
Revenues
Parking Permits
Parking Coingates
Parking Fines
Revenue-Others
Interest
Cost Recovery from Auxiliaries
Cost Recovery from Others
Total Revenues
Expenses
Salaries & Benefits
Salaries & Wages
Benefits
$
$
Operating Expenses & Equipment
Charges for business services
Contractual Services
Communications
Equipment
General Operating Expenses
Printing/Duplicating
Facility Upkeep
Utilities
Merchant's Credit Card Fee
Insurance & Risk Expenses
UPD Security
Total Expenses
Transfers In (Out)
Parking Fees
Construction
Maintenance & Equipment
Vanpool
Total Transfers In (Out)
Net Revenues of Expenses/Transfers
Prior Year Fund Balance
Ending Fund Balance
$
$
$
$
$
Maintenance &
Repair
Special
Events
Vanpool
3,755,998
1,710,000
12,201
59,744
25,166
77,731
5,640,840
Total
$
$
$
Construction
300,000
1,452
16,525
$
$
317,977
$
1,074,102
605,531
1,679,633
$
40,410
68
40,478
$
869,376
110,000
4,000
33,100
320,600
36,589
471,320
176,500
175,066
89,514
1,169,456
3,455,521
5,135,154
$
9,271
311,792
-
$
1,100,000
$
14,581
6,000
20,581
$
8,900
$
8,900
12,513
750
13,263
$
$
70,000
8,400
3,583
1,800
20,000
18,637
450
$
333,046
373,524
$
1,100,000
1,100,000
$
515,115
70,000
70,000
$
$
1,800
15,063
$
39,087
39,087
$
30,000
(515,115)
(30,000)
(545,115)
(39,429) $
1,039,429
1,000,000 $
$
515,115 $
(55,547) $
(584,885) $
207,795
10,459,017
152,248 $
9,874,132 $
(70,000) $
310,290
240,290 $
5,518
56,963
62,481
$
$
$
$
3,755,998
1,710,000
300,000
21,101
61,196
56,272
83,731
5,988,298
1,127,025
606,349
1,733,374
878,647
1,591,792
4,000
33,100
350,800
40,172
489,957
176,500
175,066
89,964
1,169,456
4,999,454
6,732,828
545,115
(515,115)
(30,000)
30,000 $
(187) $
(744,530)
3,618
12,077,112
3,431 $ 11,332,582
Note: For details regarding Parking programs/finances, visit: http://www.sjsu.edu/police/index.html.
2014/2015 San José State University Annual Budget Report
21
2014 / 2015 CAPITAL OUTLAY AND DEFERRED MAINTENANCE
Each year, CSU campuses submit a 5-year Capital Improvement Plan to the Chancellor’s
Office. These plans are incorporated into a comprehensive CSU 5-year Capital Improvement
Plan that is submitted to the State for approval on the same schedule as the CSU Support
Budget. The 5-year Capital Improvement Plan includes both State-funded projects and NonState funded projects.
2014/2015 Budget Approvals: State-funded Project(s)
$16 million funding request has been submitted to renovate the Nursing building, but not
approved.
2014/2015 Budget Approvals: Non-State-funded Project(s)
No projects were requested or approved this year.
Projects in Process
The State-funded seismic renovation to the Spartan Complex ($66 million) started in 2013/14
fiscal year and is expected to be completed in fall of 2015.
Three major non-state funded projects are currently underway – an expansion to the existing
Student Union ($90 million) expected to be completed August 2015, a new Student Health
Center ($37 million) expected to be completed March 2015, and the Campus Village Phase II
($126 million) expected to be completed July 2016. The Student Union phase II renovation and
the Campus Village phase II projects started during the summer of 2014. These projects are
funded through the issuance of Systemwide Revenue Bonds that will be repaid through student
fee revenues collected for this purpose.
Future State-funded projects (2015/16 – 2018/19)
•
•
Dudley Moorhead Hall Renovation/Addition ($24 million)
Duncan Hall Renovation ($38 million)
Future Non-State-funded projects (2015/16 – 2018/19)
•
•
•
Aquatic Center Expansion/Renovation ($8 million)
Student Recreation Center Expansion/Renovation ($63 million)
Campus Village, Phase III (2,380 Beds) ($494 million)
Deferred Maintenance
State support for facilities maintenance was discontinued several years ago. In FY 2014/2015,
the California State University budgeted $10 million for deferred maintenance and critical
infrastructure need. The $10 million is dedicated to cover an estimated $130 million debt
service. In FY 2014/2015, Campus proposed three improvements capital outlay projects to be
funded from the pool of funds:
•
•
•
22
Duncan Hall Roof Replacement ($1.9 million)
Duncan Hall Steam Line Upgrades ($691 thousand)
Utilities Infrastructure, Phase 1A ($2.5 million)
2014/2015 San José State University Annual Budget Report
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2014/2015 San José State University Annual Budget Report
INTERCOLLEGIATE ATHLETICS
San José State University’s Division of Intercollegiate Athletics is an integral part of the institution’s overall
educational mission. Our goal is to establish a Culture of Champions, as San José State Athletics continues to
build the University’s tradition of academic and athletic excellence. Athletics prides itself on upholding its four
core values – Spartan Pride, Compliance, Academics, and Student Athlete Welfare.
For more than a century, we have been fostering athletic excellence and we are proud of the successes of our
graduates, both on and off the field. Our success is measured not only by the athletic performance of our
students, but also by their contribution to society as students and as alumni.
To achieve the best for our student-athletes and become more competitive nationally, the division aims to:
• Recruit and retain top athletes from across the country by providing financial incentives through
scholarships.
• Create a supportive environment to ensure academic success of student-athletes and provide
opportunities to advance the physical, mental, social, and emotional rewards that result from a
comprehensive educational experience.
• Empower coaches with the resources necessary to compete at a championship level.
• Strengthen athletic programs and enhance the facilities for competition, practice and training for all
athletic programs.
San José State University begins its second year as a member of the Mountain West Conference (MWC). The
move to the Mountain West Conference provides tremendous growth opportunities in the areas of conference
revenues, ticket sales, sponsorships, royalty fees and fund raising, while at the same time, providing the
university with significantly more valuable publicity, public awareness and national recognition. San José State
also competes in the Western Athletic Conference (Men’s Soccer) and the Mountain Pacific Sports Federation
(Women’s Gymnastics, Women’s Water Polo and Women’s Track).
San José State operates the smallest budget among the 12 football playing schools in the MWC. Expanding
revenues, especially donor support for student athletes, programs and facilities, remains a primary initiative.
24
2014/2015 San José State University Annual Budget Report
Intercollegiate Athletics
2014/15 Budget
Student
Success,
Excellence &
Technology Fee
(SSETF)
CSU Operating
Fund (a)
Revenues/Allocations
Allocated Funds
Fund Drive
Ticket Sales
Conference Distribution
Game Day Guarantees
FB-National TV Bonus
NCAA Distribution
Facilities/Marketing/etc.
Concessions/Parking/etc.
Other Misc Revenue
Interest
$
Total Revenues/Allocations $
6,199,701
6,199,701
$
$
26%
Expenses
Salaries & Benefits
Salaries
Benefits
Work Study
$
Operating Expenses & Equipment
Grants in Aid
Team Travel
Recruiting
Sports Equipment
Event Related Expenses
Memberships
Miscellaneous Expenses
Game Guarantees
Transfers to Campus
4,082,625
2,053,522
42,680
6,178,827
All Funds
Total
$ 2,007,000
1,065,650
1,750,000
2,547,000
350,000
840,900
603,410
202,000
213,430
$ 14,133,134
2,007,000
1,065,650
1,750,000
2,547,000
350,000
840,900
603,410
202,000
213,430
-
$ 9,579,390
$ 23,712,524
7,933,433
7,933,433
33%
$
40%
302,664
127,490
$ 3,407,612
837,477
430,154
4,245,089
$ 5,770,504
$
20,874
20,874
Total Expenses
Generated
Revenues
100%
$
7,792,901
3,018,489
42,680
10,854,070
$
2,767,286
395,278
322,054
1,118,755
503,500
1,827,006
319,400
250,000
7,503,279
5,770,504
5,770,504
2,767,286
395,278
322,054
1,118,755
503,500
1,847,880
319,400
250,000
13,294,657
$ 10,015,593
$ 24,148,727
$
6,199,701
$
7,933,433
Net Revenues of Expenses
$
-
$
-
$
Prior Year Fund Balance
$
-
$
-
$
Ending Fund Balance, All Funds
$
-
$
-
$
(436,203) $
-
(436,203)
$
(436,203) $
(436,203)
Footnote:
(a) The CSU Operating Fund salaries do not include the projected compensation increase as shown on page 8,
2014/15 Expenditure Budget by University Division.
For details regarding SJSU Intercollegiate Athletics, visit: www.sjsuspartans.com.
2014/2015 San José State University Annual Budget Report
25
LOTTERY FUND
San José State University will receive an estimated $2.05 million of Lottery Revenues in 2014/15 from the CSU.
Actual revenues to SJSU are based on deposits received quarterly by the CSU from the California State Lottery,
and are adjusted for changes in student enrollment levels. CSU Lottery Revenue projections are conservative
and usually do not vary significantly from one fiscal year to the next.
The primary programs supported by Lottery Funds are:
•
Library Acquisitions (books, periodicals, subscriptions, etc.). The campus has designated $1.9 million
for this program.
•
The Teacher Recruitment Project (TRP) provides funding of $75,000 to support the recruitment of
students into mathematics and science teaching careers. The goal is to attract participants from
environments in which teaching has not been a common career goal, assisting these students in
qualifying for entrance into the teaching profession. Participants include teacher aides from K-12
schools, as well as secondary school students, community college students and undergraduate
students who are interested in teaching as a profession.
•
The California Pre-Doctoral Program is now administered by the Chancellor’s Office Academic Services
and Professional Development. The 2014/15 allocation has not yet been determined. This program is
designed to increase the pool of university faculty by supporting the doctoral aspirations of individuals
who are current upper-division or graduate students in the CSU, economically and educationally
disadvantaged, interested in a university faculty career, U.S. citizens or permanent residents, and
leaders of tomorrow. Students who are chosen for this award are designated Sally Casanova Scholars
as a tribute to Dr. Sally Casanova, for whom the Pre-Doctoral scholarship is named.
26
2014/2015 San José State University Annual Budget Report
Lottery Fund
2014/15 Budget
Revenues
CSU Allocation
Interest
$
Total Revenues $
Expenses
Operational Costs
University Administrative Overhead
CSU Risk Pool Assessment
$
Funded Activities/Programs
University Library Funding
Teacher Recruitment Project
130,591
7,593
138,185
1,900,000
75,000
1,975,000
Total Expenses
Net Revenues of Expenses
Prior Year Fund Balance-Undesignated
Ending Fund Balance
2,051,000
1,500
2,052,500
$
$
2,113,185
(60,685)
288,095
227,410
2014/2015 San José State University Annual Budget Report
27
STUDENT SUCCESS, EXCELLENCE AND TECHNOLOGY FEE (SSETF)
The following page shows 2014/15 allocations made from the Student Success, Excellence and
Technology Fee (SSETF). The SSETF is a mandatory student fee paid by all students beginning with the
Fall 2012 term. Beginning with Fall 2014 term, the SSETF fee is split into three components: the
Instructionally Related Activities Fee ($147), Course Support Fee ($30), and Student Success Fee
($118). The total fee is held at the Fall 2013 rate of $295 versus the previously approved rate of $395 for
Fall 2014. The six priorities supported by the SSETF are detailed below.
1. Student Success Services & Graduation Pathways
Expand support for comprehensive student success services and improved pathways to graduation.
2. Academic Technology
Enhance support for effective student-related academic technology initiatives that complement, but
do not duplicate, technology initiatives identified in CSU’s annual support budget.
3. 21st Century Teaching Spaces
Create 21st century classrooms, labs and learning spaces, including virtual spaces (e.g., lecture
capture, eportfolios, social media, etc.)
4. Retention & Graduation
Expand support for all students and work to close the retention and graduation gap for Underrepresented Minority students (URM)
5. Course Support
Subsume and continue support for miscellaneous course fees for all courses, with the exception of
fees for travel and field trips
6. Instructionally Related Activities
Support for activities that fall under the definition of and statutes related to Instructionally Related
Activities (IRA) in Title 5 and the California Education code, including Athletics
SSETF Advisory Committee
The SSETF Advisory Committee (SSETFAC) receives requests for allocation of SSETF resources.
Proposals that are deemed to best promote the goals of Vision 2017 within the six priorities supported by
the SSETF will be identified and prioritized by the Committee, and then submitted to the President as
official Committee recommendations. Forwarded proposals may include base and/or one-time funding,
but must fall within available resources as reported by the University Budget Office each year.
For information about how and when to request SSETF funds, and for items that are not eligible for
SSETF support, please refer to the SSETF website.
28
2014/2015 San José State University Annual Budget Report
2014/15 Student Success, Excellence Technology Fee
SSETF IRA Projected Fee Revenues [1]
$
Athletics
Library materials
Allocations from prior years
14/15 Communication Studies Forensics Program
14/15 Design IRA Support
14/15 English Technology Writing Initiative
14/15 Theatre Arts IRA Support
Compensation & Benefits
Total Allocations
$
SSETF IRA Balance
$
SSETF Course Support Projected Fee Revenues [1]
$
Base
9,039,309
$
7,702,935
795,658
382,497
29,000
20,000
5,000
Allocations from prior years
14/15 College of Applied Sciences and Arts Equipments
14/15 Design Course Support
14/15 English Technology Writing Initiative
14/15 Theatre Arts Course Support
14/15 Civil & Environmental Engineering Lab
14/15 Computer Engineering Microprocessor System Lab
14/15 Aerospace Engineering Spacecraft Lab Upgrade
Compensation & Benefits
Total Allocations
$
SSETF Course Support Balance
$
SSETF Student Success Projected Fee Revenues [1]
$
148,271
9,083,361
$
Total
9,347,701
$
7,933,433
795,658
382,497
29,000
20,000
5,000
80,000
148,271
9,393,859
230,498
$
(44,052) $
1,837,680
One-Time
308,392
$
80,000
310,498
(2,106) $
54,990
$
1,892,670
$
1,644,616
352,991
118,000
5,000
127,163
65,000
75,000
55,000
111,389
2,554,159
1,644,616
352,991
36,000
82,000
5,000
16,163
111,389
1,859,168
$
(21,488) $
7,433,090
$
111,000
65,000
75,000
55,000
694,991
(640,001) $
216,290
(46,158)
(661,489)
$
7,649,380
$
4,054,091
69,500
214,658
210,150
60,111
34,614
91,000
17,313
110,200
40,369
35,552
105,224
318,000
756,500
1,156,279
7,273,561
Allocations from prior years
14/15 Kay Armstead Communication Disorder Tech Upgrade
14/15 African Am/Chicano/Latin Task Force
14/15 Under-Represented Minorities (URM) Retention Svcs
14/15 African Am/Chicano/Latin Retreat
14/15 Leadership, Educ, and Advocacy Project
14/15 Common Writing Handbook for Tfr Stu
14/15 Communications Center Outreach and Assessment
14/15 Enhancing STEM Science
14/15 ACCESS tutoring and peer advising
14/15 Applied Research Methods Learning Lab
14/15 University-wide Wrting Program
14/15 Technology Enabled Fully Yr for Frosh
14/15 ITS Telepresence Project
Compensation & Benefits
Total Allocations
4,054,091
$
1,088,895
5,637,780
$
SSETF Student Success Balance
$
1,795,310
$
(1,419,491) $
375,819
Total Balance Student Success, Excellence Technology Fee
$
1,729,770
$
(2,061,598) $
(331,828)
69,500
214,658
210,150
60,111
34,614
91,000
715
70,200
40,369
16,598
40,000
82,360
35,552
22,864
318,000
756,500
67,384
1,635,781
[1] The SSETF was "unbundled" and split into three components: SSETF-IRA, SSETF-Course Support, and SSETF-Student Success.
2014/15 SSETF request process includes input from the SSETF Advisory Committee, and the President's Cabinet.
[2] Deficit will be covered by the SSETF prior year fund balance.
2014/2015 San José State University Annual Budget Report
29
[2]
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2014/2015 San José State University Annual Budget Report
Auxiliary Organizations
Associated Students
Research Foundation
Spartan Shops, Inc.
Student Union, Inc.
Tower Foundation
This page intentionally left blank
2014/2015 San José State University Annual Budget Report
ASSOCIATED STUDENTS
The Associated Students at San José State University mission is to represent the students of the University and
continually improve the quality of their educational opportunities and experiences.
Core Functions:
Government
Represent the students of San José State University through participation in campus governance activities with
a focus on fostering student advocacy and leadership development while supporting the University's academic
mission.
Retention
Provide access and retention for San José State University students through funding of parental information
resources and quality care for their pre-school age children, as well as providing scholarships and financial
support to student academic projects and organizations.
Campus Life
Enhance students' academic experiences through programmed recreational activities and special events in
areas such as fitness, health and wellness, experiential education, leisure and competitive recreational sports,
along with cross cultural exposure to music and films and school pride. Providing co-curricular experiences
through service learning and volunteering and bringing activism to life.
Support Services
Assist the University in fulfilling the service needs of students by providing full and self print and copy services,
course reader distribution, student health insurance, legal counseling, electronic bill payment, affordable
textbook program, and bank accounts for student organizations.
Technology & Resources
Provide students with a full service computer lab where they can complete homework and research
assignments, use multiple operating systems, explore a variety of course related and leisure software, utilize a
wireless network, rent laptops, and print materials; an on-campus solution for all copying and printing needs for
both students and the campus community.
Transportation
Serve the commuting needs of the students and employees of San José State University by facilitating transit
access to campus. We provide alternative transportation services such as the ECO Pass for VTA Light Rail and
bus, safe bicycle enclosures, trip planning and carpool matching.
Facilities
Manage the Associated Students House, a child development center, outdoor recreation areas, and bike
enclosures.
32
2014/2015 San José State University Annual Budget Report
Associated Students
2014/15 Budget
Government
Revenues
Student Association Fees
Program Revenues
Grants and Contracts
$
Total Revenues $
Expenses
Compensation for Officers and Directors
Salaries and Wages
Salaries - Student Assistants
Staff Benefits
Total Salary and Benefits $
Operating Expenses & Equipment
Accounting and Legal Fees
Affordable Textbook Program
Janitorial Services
CSU Operating Fund Admin Services
Food Services
Other Operating Expenses
Publicity and Promotion
Rental Charges
Repairs & Maintenance
Risk Coverage/Insurance
Scholarships
Staff Development and Hospitality Svcs
Student Organizations & Clubs Program
Contracts and Services
Telephones/Baseline Charges
Transportation Solutions Program
Travel
Utilities
Total Operating Expenses
Total Expenses $
Net Revenues over Expenses (operating)
Prior Year Fund Balance
Computer Refresh and New equipment
Statue and AS House-Major Repairs and Maint.
Child Dev Center - Playground
OPEB-Post Retirement Benefits
Depreciation
AS House Lease
Ending Fund Balance
$
Campus
Life
Support
Services
841,214
230,383
102,093
$ 1,173,690
$ 630,911
172,787
76,570
$ 880,267
788,639
215,984
95,712
$ 1,100,334
998,942
273,579
121,235
$ 1,393,757
19,980
335,765
118,445
142,389
616,579
25,308
425,303
150,030
180,359
781,001
Retention
Transportation
$
$
578,335
158,388
70,189
806,912
$ 1,051,518
287,978
127,616
$ 1,467,112
14,652
246,228
86,860
104,418
452,158
26,640
447,687
157,927
189,852
$ 822,106
$
21,312
358,150
126,341
151,881
657,685
15,984
268,612
94,756
113,911
$ 493,263
$
7,370
2,200
6,109
13,200
15,117
23,845
20,517
32,761
3,548
6,754
9,405
11,834
27,500
28,916
17,045
120,780
6,040
1,814
354,754
806,912
13,400
4,000
11,107
24,000
27,486
43,354
37,304
59,565
6,451
12,280
17,100
21,516
50,000
52,575
30,990
219,600
10,981
3,299
645,007
$ 1,467,112
10,720
3,200
8,886
19,200
21,989
34,683
29,843
47,652
5,160
9,824
13,680
17,212
40,000
42,060
24,792
175,680
8,785
2,639
516,005
$ 1,173,690
8,040
2,400
6,664
14,400
16,492
26,012
22,382
35,739
3,870
7,368
10,260
12,909
30,000
31,545
18,594
131,760
6,589
1,979
387,004
$ 880,267
10,050
3,000
8,330
18,000
20,615
32,516
27,978
44,674
4,838
9,210
12,825
16,137
37,500
39,431
23,243
164,700
8,236
2,474
483,755
$ 1,100,334
$
$
$
$
-
-
$
Technology
& Resources
-
-
-
Facilities
$
368,031
100,792
44,666
513,489
$ 5,257,590 (a)
1,439,892
638,080
$ 7,335,562
$
9,324
156,691
55,274
66,448
287,737
133,200
2,238,436
789,634
949,259
$ 4,110,529
12,730
3,800
10,552
22,800
26,112
41,186
35,439
56,587
6,128
11,666
16,245
20,440
47,500
49,946
29,441
208,620
10,432
3,134
612,756
$ 1,393,757
$
4,690
1,400
3,888
8,400
9,620
15,174
13,056
20,848
2,258
4,298
5,985
7,530
17,500
18,401
10,847
76,860
3,843
1,155
225,752
513,489
67,000
20,000
55,536
120,000
137,430
216,770
186,520
297,824
32,253
61,400
85,500
107,578
250,000
262,873
154,950
1,098,000
54,905
16,494
3,225,033
$ 7,335,562
$
$
-
$
-
$
Total
$
9,774,155
(29,500)
(22,600)
(25,000)
(240,000)
(250,000)
(148,430)
$ 9,058,625
Footnote:
(a) Student Association Fee $86.00. For more information about Associated Students finances, operations, etc., visit http://as.sjsu.edu/.
2014/2015 San José State University Annual Budget Report
33
RESEARCH FOUNDATION
The San José State University Research Foundation is a 501(c)3 non-profit corporation committed to quality,
service and solutions in support of a broad range of externally funded programs undertaken by faculty and staff
of San José State University.
On behalf of the University, the Research Foundation:
•
Administers a diverse enterprise of sponsored research, training and community service programs
•
Manages and develops real property in support of research and university-related programs
•
Provides financial support for strategic university projects and activities
•
Manages the university’s intellectual property and technology commercialization
•
Enables a variety of university-related public-private partnerships throughout the Silicon Valley and
beyond.
Each year hundreds of local, state, and federal agencies, businesses, and private foundations partner with the
Research Foundation to engage SJSU faculty and other university specialists to perform basic and applied
research, public service and community projects, consulting, and other specialized educational activities.
Program sites are located on the SJSU main campus, Moss Landing Marine Laboratories, NASA-Ames Moffett
Field, downtown San José and several national and international locations.
34
2014/2015 San José State University Annual Budget Report
Research Foundation
2014/15 Budget
Revenues
Fees
Investment income
Federal grants and contracts
State grants and contracts
Private gifts, grants and contracts
Other revenue activities - campus organizations
(a)
Other revenue and support
Total Revenues
Expenses
Salary and Benefits
Salary and wages
Staff benefits
Postretirement benefits - accrued expense
Operating Expenses & Equipment
Depreciation
Equipment purchase
Equipment rent and lease
University Admin. Services & Facilities Use
Occupancy (rent, Janitorial, utilities, insurance)
Printing
Building repairs and maintenance
Scholarships and fellowships
Supplies
Telephones/communications
Travel
Contracted services and fees
Professional fees (accounting and legal)
Net alloc./grants/transfers to related entities
$
195,000
780,000
26,000
221,000
2,200,000
96,000
565,000
4,000,000
2,360,000
285,000
3,030,000
10,954,000
310,000
$
(c)
8,800,000
1,000,000
29,000,000
13,500,000
8,000,000
9,000,000
2,200,000
71,500,000
34,500,000
10,500,000
1,400,000
46,400,000
(b)
Total Expenses
Net Revenues of Expenses
Prior Year Fund Balance
Ending Fund Balance
$
$
$
25,022,000
71,422,000
78,000
11,804,579
11,882,579
Footnotes:
(a) Campus organization activity represents funds received and administered by the Foundation
on behalf of the University.
(b) Contracted services and fees are grants and contracts or sub-contracted to other universities,
organizations and individuals.
(c) 2012/13 Fund Balance is lower than budgeted primarily because of net assets in the amount
of $1,141,465 were transferred to the University.
For more information about Research Foundation finances, operations, etc.,
visit http://www.sjsufoundation.org.
2014/2015 San José State University Annual Budget Report
35
SPARTAN SHOPS, INC.
Mission Statement
Our mission is to enrich the lives of the campus community by efficiently providing exceptional retail and
commercial products and services, while reinvesting for the long term benefit of the University. We are
committed to learning from the past, executing in the present, and planning for the future.
Vision Statement
We will make Spartan Shops the commercial auxiliary model for the California State University System through
continuous professional growth, refinement of current products and services, and innovation and execution of
new products and services that further the Mission of San José State University.
Spartan Shops is comprised of three major divisions:
Retail Services
This division includes all Dining Services, Event Center Arena Concessions, and Spartan Bookstore. In April,
2011 Spartan Shops signed a 10-year contract with Barnes and Noble College Booksellers. The commission
income is estimated at $825K for FY 2014/15. Spartan Shops Retail Services provides course and related
materials as well as residential meals and dining facilities for the SJSU campus and community. In October
2011, Spartan Shops entered into a 5-year agreement with SJSU Student Union, Inc. to provide food and
beverage concession services to the Event Center Arena. Event Center Arena concession income is estimated
at $284,000 for FY 2014/15.
Commercial Services
This division includes Real Estate Services provided to SJSU faculty and staff. Spartan Shops’ Real Estate
division provides 13 off campus rental housing units at affordable rates for SJSU faculty and staff.
Finance and Administrative Technology
This division includes the following departments: Finance and Accounting, Human Resources, and Information
Technology. The Finance and Accounting department is responsible for providing financial tracking, reporting,
payroll, and compliance expertise and support pertaining to all company related financials. The Human
Resources department offers expertise and support in the areas of Employee Relations, Compensation and
Benefits, Staffing and Training, Workers’ Compensation and Safety, and Risk Management. The Information
Technology department provides company-wide support for all business applications and services while
strategically designing infrastructure to enable tomorrow’s business growth.
Spartan Shops is currently a $22M+ operation and employs approximately 53 regular benefited employees.
Spartan Shops also employs an estimated 600 students and temporary casual part time employees.
36
2014/2015 San José State University Annual Budget Report
Spartan Shops, Inc.
2014/15 Budget
Finance &
Administrative
Technology
Resources
Sales
Sales Income
Bookstore
Contract
Management
-
Less: Cost of Sales
Gross Profit
Dining
Services
-
-
21,325,431
$
-
7,556,052
$ 13,769,379
Total Other Income $
34,000
34,000
$
825,000
10,000
835,000
$
Total Resources $
34,000
$
835,000
-
Other Income
Commissions
Service Income
Interest Income
Miscellaneous Income
Expenses
Salary & Benefits
Operating Expenses & Equipment
Franchise Fee
Depreciation
Capital Lease CPEF Program
Supplies
Repairs & Maintenance
Utilities
Advertising
Services
Equipment
Postage & Shipping
Facility Use Fees
Staff Recruitment & Training
Admin Operating Costs
Loss Disposal of capital assets
Total Operating Expenses & Equipment
Total Expenses
Net Revenues of Expenses
F& A Allocation
Net Income/(Loss)
Prior Year Fund Balance
Ending Fund Balance
-
$
$
$
$
$
Real Estate
2014/15
Company Total
242,220
$
242,220
264,186
7,890
272,076
$ 14,041,455
21,567,651
$
7,556,052
14,011,599
$
19,208
19,208
$
1,089,186
53,208
17,890
1,160,284
$
261,428
$
15,171,883
1,101,534
-
7,981,822
51,102
9,134,458
71,586
26,640
30,300
304,800
28,600
55,700
169,871
6,600
4,400
35,550
85,010
42,106
-
302,249
505,276
136,444
389,975
273,725
522,542
113,445
544,828
281,353
600
1,091,883
71,600
180,603
63,432
-
302,249
640,294
163,084
420,275
617,525
562,782
169,145
714,939
287,953
5,000
1,190,058
156,610
337,069
861,163
1,962,697
(1,928,697)
1,928,697
-
3,000
62,625
-
$
$
$
$
65,625
65,625
769,375
(77,148)
692,227
$ 4,414,523
$ 12,396,345
$ 1,645,110
(1,832,262)
$ (187,152)
36,000
11,640
240
114,360
$
$
$
$
225,672
276,774
(15,346)
(19,287)
(34,633)
$
$
$
5,566,983
14,701,441
470,442
$
470,442
7,717,548
8,187,990
$
For more information about Spartan Shops finances, operations, etc., visit http://www.spartanshops.com/.
2014/2015 San José State University Annual Budget Report
37
STUDENT UNION, INC.
The Student Union of San José State University is a California State University auxiliary organization that
began its operations in October 1969 and became incorporated in March 1982. Student Union, Inc.
manages and maintains three major facilities at SJSU: the Student Union Building with its new East and
West expansions, the Aquatic Center, and the Event Center Building.
Students interact with the Student Union on a daily basis, either through the use of facilities, participation in
sponsored events, or through a Student Union program. The Student Union also acts as a bridge to the
greater campus community, offering use of recreational facilities and diverse concerts and events on the San
José State University campus.
The Student Union is governed by a Board of Directors composed of eleven (11) voting members:
- Students – Six (6)
- Faculty - Two (2)
- Administrators – Two (2)
- Community Member- One (1)
Revenue sources include the mandatory Student Union fee, as well as revenues earned from various
services offered and rental of the facilities. These revenues support the costs of operating the facilities and
the annual debt service payments.
Revenues from the mandatory Student Union fee are projected to be approximately $20.5-$21.5 million in FY
2014/15, depending on enrollment. The Student Union Board of Directors has requested that $4.2 million in
student fees be returned to the Student Union for the 2014/15 operations. The balance of the collected
student fees are held in trust by San José State University and will be used to pay for the ongoing
renovations and expansion of the Student Union building, a new Aquatic Center, and a renovated Sport Club
in the Event Center building. The student fees will also be used to pay down on project costs – thereby
lowering the bond debt on each of the major construction projects – and build reserves for future capital
improvements.
Generating income from programs, services, and facility rentals continues to be a priority due to the
increasing operational needs of the existing facilities. The Board-approved budget for FY 2014/15 includes
revenues totaling $7,003,463 (including $4,187,555 in student fees provided for operations) and operating
expenses of $8,158,281 plus $459,612 in capital projects. The anticipated decrease in net income of $1.6
million at YE 2015 will lower the Student Union’s overall Net Position from $9.9 million to approximately $8.2
million. This reduction in Net Position will lower the amount of available unallocated Local Reserves at the
request of the University.
Services listed below include the new East and West Student Union expansions, the Event Center, the
Aquatic Center, and the ATM Building:
NEW SU EAST & WEST
WINGS
Grand Ballroom
EVENT CENTER
AQUATIC CENTER
Arena/Technical & A/V
Lap Swimming
Bank of America
Event Services
Box Office/Ticketmaster Outlet
Recreational Swimming
Bank of the West
Information Center
Club Sports
Swim Classes
JPMorgan Chase Bank
Indoor Theater
Sport Club
Lifeguard Training
Wells Fargo Bank
Union Square Food Court
Dance Studios
CPR & First Aid Training
Various Portable ATMs
Fitness Room
A.S. General Services
Aerobics Room
A.S. Computer Center
Mini-Gym
Spartan Bookstore (B&N)
New Multi-Purpose Room
Racquetball Courts
A.S. Campus Recreation
Personal Training
US Bank ATM
38
2014/2015 San José State University Annual Budget Report
ATM BUILDING
Student Union, Inc.
FY 2014/15 Operating Budget
General
Administration
Revenues
Student Union Fees
$
Service Fees
Reimbursement of Event Costs
Interest Income
Rental Income
Commissions & Other
Total Operating Revenues
$
Expenses
Salaries and Wages
$
Staff Benefits
Salaries & Benefits
Operating Expenses & Equipment
Travel
Risk Coverage/Insurance
Supplies
Communications
Repairs and Maintenance
Event Costs-(Reimb. Portion)
Event Costs-Other
Utilities
Small Equipment Purchases
Services from Outside Agencies
Depreciation
OPEB Obligation
Staff Development & Other
Operating Expenses & Equipment
Total Operating Expenses $
4,187,555
250,000
4,437,555
830,643
381,602
1,212,245
Student Union
Building
$
$
$
10,593
77,443
50,962
125,240
23,300
97,830
47,600
660,356
450,000
170,531
14,549
1,728,404
2,940,649
699,870
699,870
742,989
308,582
1,051,571
Event Center
Building
$
$
$
3,100
51,500
101,881
1,020
20,000
500
240,000
3,300
121,884
5,250
548,435
$
1,600,006
78,500
750,000
815,338
107,000
1,750,838
1,097,255
288,497
1,385,752
Aquatic Center
Total Budget
$
$
$
$
14,995
49,360
81,105
3,700
90,900
750,000
5,250
320,000
14,500
244,292
5,450
1,579,552
$
2,965,304
Operating Income (Loss):
65,000
50,200
115,200
293,226
48,729
341,955
$
$
2,365
47,192
35,540
31,500
145,000
11,000
34,820
2,950
310,367
$
652,322
4,187,555
143,500
750,000
250,000
1,565,408
107,000
7,003,463
2,964,113
1,027,410
3,991,523
31,053
225,495
269,488
129,960
165,700
750,000
103,580
705,000
76,400
1,061,352
450,000
170,531
28,199
4,166,758
$
8,158,281
$
(1,154,818)
(459,612) (a)
Funding of Capital Projects
(1,614,430)
Increase/(Decrease) in Net Position
Net Position Beginning of Year (Unaudited)
9,833,151
Net Position End of Year
$
8,218,721
Footnote:
(a) FY 2014-15 Capital Projects
New Student Union Expansion Requests FY14-15
Event Center Batten Inspection & Control Project
Aquatic Center Concrete Deck Project
Event Center Arena Rigging & Overhead Safety Project
Portable Audio Equipment Upgrade
Event Center Video Routing Expansion Project
Total of Capital Projects:
Project Costs:
309,955
32,000
42,000
34,057
24,850
16,750
$
459,612
$
Note: For additional information regarding the Student Union Inc. finances and operations, or the Student Union Expansion & Renovation
Project, visit www.union.sjsu.edu
2014/2015 San José State University Annual Budget Report
39
TOWER FOUNDATION
The Tower Foundation, formed in 2004, is San José State’s not-for-profit philanthropic entity. The value of a
state supported university having a foundation is that it enables our community of alumni, friends, students,
faculty and corporations to join us in making a college education possible for our talented students.
Membership on Tower Foundation’s board of directors engages prominent alumni and citizens in the life of the
university. Board members play a critical role in advising the President on campus issues and shaping
philanthropic strategy. They work closely with university leadership to reach out to alumni and businesses to
build commitment and funding for San José State. Comprised of up to 35 community members, most of whom
are SJSU alumni, board members are appointed by the board for three-year terms. Ex-officio members include
the San José State President, Provost, Vice President for Administration and Finance, Vice President for
Advancement and Director of Intercollegiate Athletics.
2013/14 was the Tower Foundation’s first year of fundraising since the culmination of the first comprehensive
fundraising campaign in San José State’s 150-year history. Leveraging the excitement created by the
campaign’s successful conclusion, support for the university continued to be robust, resulting in $31.5 million in
the 2013/14 fiscal year. This continuing upward slope in giving is indicative of an increased understanding of
the role of charitable gifts at a state university. Confidence in our ability to raise and steward the funds as well
as a belief in the impact on students and our local and state economy, has fueled this success.
This great university has a large, loyal alumni base and their donations, along with those of parents, businesses,
private foundations and other organizations have demonstrated their belief that high quality public education is
the main source of an educated and prepared workforce. The private sector continues to play a role in securing
public education’s future. San José State powers Silicon Valley, providing more graduates to high tech
employers than any other institution of higher learning. This vital partnership creates opportunities for future
collaboration both inside and outside of the classroom.
One of the most important factors in achieving distinction is a healthy endowment – built by people who are
passionate about the kind of education we deliver. A large endowment affords opportunities for students to
have educational experiences that might not have been possible without it. The endowment also provides
scholarship support to deserving students, making it possible for students to graduate with less student loan
debt. Endowments function as perpetual savings accounts funded by generous donors. As the endowment
grows, the distributions provide an income stream that can create the critical margin of excellence that will move
San José State from a very good educational institution to an extraordinary one.
Tower Foundation’s $117 million endowment is comprised of over 525 individual endowment accounts. Tower
Foundation works with investment firm Beacon Pointe Advisors as the portfolio consultant and manager of
managers, to allocate endowment assets to a diversified portfolio of domestic and international equities, fixed
income, real estate, cash equivalents, private equity and other investments. Last year’s investment
performance was buoyed by strong performance in the equity markets.
Encouraged by the continued recovery in the U.S. economy, the Tower Foundation board approved a 4.2%
endowment distribution. We remain confident that the investment portfolio is well positioned, from both a risk
and a return standpoint, to support SJSU and its growth in the future.
40
2014/2015 San José State University Annual Budget Report
Tower Foundation
2014/15 Budget
Budget
Revenues
Endowment Gifts
$
Gifts & Pledges
Bequests
Nonmonetary Gifts
Other Investment & Operating Revenues
Total Revenues $
Expenses
Tower Operating Expenses
Tower Operating Expenses
$
Tower Program Distributions
SJSU Program Activities
SJSU Endowment Distributions
SJSU Outreach Funds
(b)
(c)
(d)
2,400,000
10,146,000
741,271
13,287,271
Total Expenses
36,500,000
$
Prior Year Fund Balance
Ending Fund Balance
(a)
2,282,729
16,500,000
4,300,000
130,000
20,930,000
Restricted Funds & Reserves
Restricted Endowments
Restricted Pledges & Bequests
Operating & Campaign Reserves
Net Revenue of Expenses
5,000,000
17,000,000
9,000,000
500,000
5,000,000
36,500,000
166,687,269
$
166,687,269
For more information about Tower Foundation finances, visit http://www.sjsu.edu/towerfoundation/.
Footnotes:
(a) Non-operating income is from sources not part of Tower's primary business functions such
as interest and investment income, gains in the fair value of the endowment portfolio,
and administrative fee income.
(b) Expenses for support activities of San José State University represent the use of gift funds
for scholarships, athletics and other academic programs of the campus.
(c) Endowment distribution represents payment from endowments to support scholarships,
athletics and other academic programs of the campus.
(d) Community relations funds providing support to SJSU leadership for outreach activities.
2014/2015 San José State University Annual Budget Report
41
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2014/2015 San José State University Annual Budget Report
Appendix
Student Enrollment and Fees
Glossary of Budget Related Terms
Glossary of Budget Related Acronyms
Organizational Charts by Division
STUDENT ENROLLMENT
Student enrollment drives most all the CSU’s budget allocations from the State, whether for academic
endeavors or capital and technology projects. The CSU’s Enrollment Planning Cycle begins in fall for the
following fiscal year. A systemwide enrollment level is indicated each year in the Board’s Support Budget.
Enrollment targets for each campus are jointly determined by the Chancellor and campus Presidents, which
forms the primary factor used to distribute new resources.
Resident Enrollment (State-supported)
At SJSU, resident student enrollment has fluctuated in recent years, mainly due to State budget actions. As the
chart below shows, SJSU’s enrollment allocation (“target”) was essentially flat between 2006/07 and 2009/10 at
about 22,460 FTES. In response to deep budget reductions made too late in 2009/10 to implement, the CSU
reduced enrollment targets in 2010/11 by 9.5%, which reduced SJSU’s target from 22,460 to 20,027. The
2010/11 State budget was finalized until October 2010, after school was in session. SJSU’s target was
increased to 21,145, but it was again too late to implement. SJSU enrolled 20,881 resident students that year
and was subsequently penalized in 2011/12 with a 100 FTES reduction (the associated General Fund reduction
was $730,500) for not meeting target
Since 2010/11, SJSU’s resident enrollment has consistently exceeded the target set by CSU, and the campus is
classified as impacted in all undergraduate programs. In 2014/15, SJSU’s resident FTES target grew by 450
FTES for a total of 21,728, and enrollment is expected to exceed the target by about 3.5%.
SJSU Resident Enrollment (FTES )
26,000
25,000
FTES
24,000
23,000
22,000
21,000
20,000
19,000
2006/07 2007/08 2008/09 2009/10 2010/11 2011/12 2012/13 2013/14 2014/15
CSU Allocation
Actual
SJSU Budget Basis
2014/2015 San José State University Annual Budget Report
43
Non-Resident Enrollment (Self-supported)
While the CSU Support Budget includes projections for both resident and non-resident FTES, the State funds
only resident FTES. Non-resident FTES are self-supported through Tuition Fee and Non-resident Fee revenues,
and the campuses have authority to set their own targets within a reasonable range. As the chart below shows,
non-resident enrollment is recovering from a large reduction in 2010/11, when the campus curtailed graduate
admissions. Expanding non-resident enrollment is a high priority for SJSU, and heightened recruitment efforts
are beginning to show results. In 2014/15, SJSU expects enrollment to surpass the highest peak achieved in
2007/08.
SJSU Non-resident Enrollment (FTES)
2,000
1,900
1,800
FTES
1,700
1,600
1,500
1,400
1,300
1,200
1,100
1,000
2006/07 2007/08 2008/09 2009/10 2010/11 2011/12 2012/13 2013/14 2014/15
Actual
SJSU Budget Basis
SJSU Overall Enrollment Summary
2007/08
2008/09
2009/10
2010/11
2011/12
2012/13
2013/14
2014/15
22,460
22,460
22,460
21,145
21,045
21,045
21,298
21,728
1,239
1,239
1,239
1,239
1,171
1,239
1,927
23,699
23,699
23,699
22,384
22,216
22,284
1,607
22,905
23,939
24,991
21,927
20,881
22,318
22,023
22,623
1,819
1,751
1,441
1,231
1,241
1,395
1,926
25,758
26,742
23,368
22,112
23,559
23,418
24,548
Target FTES
Resident
Non-Resident
Total Target
FTES
Actual FTES
Resident
Non-Resident
Total Actual
FTES
44
2014/2015 San José State University Annual Budget Report
22,905
STUDENT FEES
Mandatory Fee Table
The table on the following page documents changes in student mandatory fees from 2003/04 to 2014/15.
“Mandatory Student Fees” are defined as those fees required from an individual in order to attend San José
State University. Mandatory fees can be system-wide or campus specific. For example, the Tuition Fee, set by
the CSU Trustees is a mandatory, system-wide fee. Other mandatory student fees such as Associated Student,
Health Facilities, Health Services, IRA, etc., are determined by individual CSU campuses.
Student Fee Review
All student fees are required to follow a rigorous review process as outlined in CSU Executive Order 1054 prior
to their establishment and/or adjustment. The full text of E.O. 1054 may be found on-line. While review of
student fee proposals includes a wide range of consultation, the Campus Fee Advisory Committee (CFAC) at
SJSU reviews and makes recommendations to the President for all Category II and III student fee proposals.
This committee is composed of a majority of student representatives and individuals from each campus division.
Category IV and V are non-mandatory fees that are recommended by the campus Chief Financial Officer and
approved by the President. For more information on the campus fee program visit the Campus Fee Program
website.
State General Fund Appropriations and CSU Operating Fund Revenues
Mandatory Student Fees are an important part of the financial well-being of the University, but like most CSU
campuses, SJSU relies heavily on State support for funding (41%). Tuition fees are the University’s largest
student fee revenue source (51%) and tuition fees from non-resident students is the second largest source of
student fee revenue (6%). Refer to page 6.
2014/2015 San José State University Annual Budget Report
45
SJSU Academic Year Mandatory Student Fees
2004/5 to 2014/15
Tuition Fee
Campus Mandatory Fees
NRT
(Annual fees that must be paid to apply to, enroll in, or attend SJSU)
Graduate Students' Tuition Fee
Undergraduate
Tuition Fee
Fiscal Year
Up to 6
Units
Non-Teacher
Credential
Teacher
Credential
Candidates
Education
Doctorate
6.1 Units
6.1 Units
6.1 Units
Up to 6
Up to 6
or
or
or
Units
Units
Fall/Spring
Greater
Greater
Greater
$3,174
$ 5,472
$3,906
$ 6,738
$3,684
$ 6,348
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
$3,174
$ 5,472
$3,906
$ 6,738
$3,684
$ 6,348
$ 372
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
$3,174
$ 5,472
$3,906
$ 6,738
$3,684
$ 6,348
$ 372
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
$3,174
$ 5,472
$3,906
$ 6,738
$3,684
$ 6,348
$ 372
increase from
previous year
26.3%
26.2%
26.0%
26.1%
26.2%
26.2%
0.0%
2010/11
2,514
4,335
3,099
5,343
2,919
5,031
$ 372
7.7%
7.7%
7.6%
7.7%
7.6%
7.6%
0.0%
2009/10
2,334
4,026
2,880
4,962
2,712
4,674
$ 372
increase from
previous year
31.9%
32.1%
32.2%
32.1%
32.2%
32.0%
9.7%
1,770
3,048
2,178
3,756
2,052
3,540
$ 339
10.1%
10.0%
10.0%
10.0%
10.0%
10.1%
1,608
2,772
1,980
3,414
1,866
3,216
9.8%
10.0%
10.0%
10.1%
9.9%
10.1%
1,464
2,520
1,800
3,102
1,698
2,922
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
1,464
2,520
1,800
3,102
1,698
2,922
8.0%
8.0%
9.9%
10.0%
8.0%
8.0%
2014/15
increase from
previous year
2013/14
increase from
previous year
2012/13
increase from
previous year
2011/12
increase from
previous year
2008/09
increase from
previous year
2007/08
increase from
previous year
2006/07
increase from
previous year
2005/06
increase from
previous year
2004/05
46
1,356
2,334
1,638
2,820
1,572
$ 11,118
Per
Unit
n/a
$ 372
Health
Health
Service
Facilities
s
(a)
(b)
113
276
Associate
d
Document
Students
(c)
IRA
-
30
172
Student
Student
Success,
Union
Excellence &
(a)
Tech Fee (d)
670
590
Total
Campus
Fees
$
0.0%
1,851
-1.1%
111
272
-
30
169
659
630
$
1,871
12.9%
109
253
-
30
147
648
470
$
1,657
21.1%
106
219
234
30
147
632
$
1,368
20.0%
86
187
198
30
147
492
$
1,140
10.9%
66
155
198
30
147
432
$
1,028
8.9%
46
151
198
30
147
372
$
944
9.8%
26
147
198
30
147
312
860
10.8%
6
143
198
30
147
252
776
0.5%
6
139
198
2,706
6
135
54
2014/2015 San José State University Annual Budget Report
30
147
252
772
23.7%
30
147
252
624
GLOSSARY
BUDGET/FINANCE RELATED TERMS
Academic Year: Refers to the time period beginning with the Fall Semester and ending with the Spring
Semester.
Annualized FTES: Fall FTES added to Spring FTES divided by two plus ½ Summer FTES. Equivalent to
College Year FTES.
Backfill: An increase in resources to fill a void resulting from management decisions. For SJSU budget
application, it refers to restoring funding losses due to state Legislative, CSU systemwide, or central SJSU
managerial decisions. For example, a reduction in the Tuition Fee results in a projected revenue shortfall to the
campus. Additional State support to compensate for the revenue shortage would be referred to as the fee
reduction backfill.
Base Budget: Permanent operating budget given to a unit to continuously carry out the basic, ongoing SJSU
mission from one fiscal year to another.
Benefits: Commonly known as staff or employee benefits, i.e.: Social Security (OASDI), retirement (PERS),
health coverage, dental coverage, vision, etc. The benefits available to an individual are dependent upon the
negotiated contract of each employee’s collective bargaining unit.
Campus Revenue Funds: Funds generated by campus entities that provide a service to students, faculty, or
staff that charge a fee that is directly related to, although not necessarily equal to, the cost of the service.
Campus Revenue Funds are managed as self-supporting activities. Examples include IES, University Housing,
Intercollegiate Athletics, Lottery, Parking and Student Health.
Capital Projects/Capital Outlay Program: The erection, construction, alteration, painting, repair, improvement
of any structure, building, road, or other improvement of the grounds or facilities of any kind, including campus
utility systems. Capital projects may be subdivided into a variety of categories based on the size of the project in
dollars or the source of funds. Refer to Major Capital Outlay and Minor Capital Outlay.
College of International and Extended Studies (CIES): Also known within the CSU as Continuing Education,
CIES offers both matriculated and non-matriculated courses through Special Session, Open University, Winter
Session, International Programs and Services, and Professional Development.
Common Management Systems (CMS): CSU’s implementation of a shared suite of Oracle/PeopleSoft
application software, operated at a shared service center.
College Year: A 12-month period beginning with the Summer semester and followed by the Fall and Spring
semesters.
Continuing Education: Refer to College of International & Extended Studies.
Deferred Maintenance: Funding allocated for specific campus projects that are designed to continue the useful
lifespan of a facility. Examples include repainting an exterior of a facility, re-roofing, electrical repairs, plumbing
repairs, and road repairs.
Discretionary Funding: Campus funding that is not mandated for a specific use. However, funding, even if
designated for a specific purpose, could be designated a university resource available for allocation by the
campus President.
Executive Order (EO): Official memo issued by the CSU Chancellor’s Office to campus presidents outlining
their authority to take action on their campuses.
Financial Aid Programs: The following types of financial aid are available from federal, state and private
funding sources to assist students in meeting their educational costs. Some financial aid awards are based on
2014/2015 San José State University Annual Budget Report
47
financial need, scholastic achievement, and/or pre-determined attributes. Financial Aid awards at SJSU may
include the following:
Cal Grant: California offers grant assistance to resident undergraduate students who meet specific eligibility
requirements. Grants do not need to be repaid.
Donor Directed Scholarships: Scholarship funding originating from off campus sources and designated for
specific students by the funding agency.
Educational Opportunity Program (EOP): Provides grants, counseling and tutorial services to low-income and
educationally disadvantaged undergraduate students. Recipients must be California residents who are admitted
through the Educational Opportunity Program.
Federal Direct Student (DL) Loan Program: Four loan programs supported by the federal government that
provide students and parents financial assistance. Stafford Subsidized is available to students with
demonstrated financial need. Subsidized loans are interest-deferred while the student is a half-time student in
good academic standing. Stafford Unsubsidized loans are available to eligible students; however interest is
accrued once the loan is disbursed. The Federal Parent Loan for Undergraduate Students (PLUS) program is
available to parents or guardians who need assistance with the family contribution portion of a financial aid
award. Interest on a PLUS loan accrues immediately and repayment begins within 60 days of the last
disbursement. The Graduate PLUS is available to students pursuing a graduate level degree. Terms and
interest are similar to the PLUS Loan.
Graduate Business Professional Grant (GBPG): Provides grants to eligible graduate California residents
enrolled in the state-supported professional master of business degree programs (MS Accountancy and MBA
Master of Business Administration) and were charged the mandatory Graduate Business Professional Fee.
Graduate Equity Fellowship (GEF): The fellowship is awarded to eligible graduate California residents who
meet the program criteria as established through Graduate Studies and Research.
PELL Grants: Federal Pell Grants, named after Senator Claiborne Pell, do not have to be repaid and are
based on financial need. They are awarded to qualified undergraduate students and students in credential
programs.
Perkins Loans: Federal Perkins Loans are Federal-supported low-interest loans for undergraduate and
graduate students who have demonstrated a high financial need.
SEOG: Federal Supplemental Educational Opportunity Grant provides grant assistance for undergraduates with
the greatest financial need. This grant is a supplement to the above Pell Grant and is very limited.
State University Grant (SUG): A grant program that provides need-based awards to cover a portion of the
Tuition Fee for eligible undergraduate and graduate California residents who have an expected family
contribution of $5,000 or less.
Teacher Education Assistance for College and Higher Education (TEACH) Grant: Provides grants to
eligible students enrolled in teacher credential and graduate education programs who intend to teach in public or
private elementary, or secondary schools that serve students from low-income families.
Federal Work Study: Federal Funds are allocated to the campus for the purpose of hiring students with
qualifying financial need. The Federal Work Study Funds cover a percent of the student’s salary; the hiring
campus department then “matches” the Federal Funds with a smaller percent. Typically it is a 70/30 or 75/25
split for matching funds.
Fiscal Year: For the State of California, and therefore the CSU and SJSU, the fiscal year begins on July 1 and
ends on June 30.
Foundation: See Research Foundation, Spartan Foundation and/or Tower Foundation.
48
2014/2015 San José State University Annual Budget Report
Fund: Per Executive Order 1000, a “Fund” is defined as a fiscal and accounting entity with a self-balancing set
of accounts recording cash and other financial resources, all related liabilities, and residual equities or balances,
and changes therein, which are segregated for the purpose of carrying on specific activities or attaining certain
objectives.
General Fund: Also known as State Appropriation. Expenditure authority from the State based upon its
collected and/or estimated collection of revenues. On an annual basis, a portion of the State of California
General Fund revenues is identified by the governor for use by the CSU system. The Office of the Chancellor
then redistributes CSU’s appropriation funding to the 23 CSU campuses along with an estimate of the student
fee revenues each campus is expected to collect based upon their projected student enrollment.
Higher Education Compact: An agreement made between the Governor and the CSU/UC regarding future
funding increments. Originated in 1995 under Pete Wilson and used intermittently, typically in good budget
years.
Integrated Postsecondary Education Data System (IPEDS): A system of interrelated surveys issued by the
National Center for Educational Statistics designed to collect data from all primary providers of postsecondary
education. The goal is to provide institutional-level data on all postsecondary education providers in broad areas
such as enrollment, program completion, faculty, staff, and finances.
Labor Cost Distribution: An Oracle/PeopleSoft process that distributes payroll expenditures made in the
Human Resources system to designated funding sources in the Finance system. Reports can then be
generated that provide employee compensation data, including the chartfield string where this data is posted in
PeopleSoft Finance as expenses.
Lottery Fund: A portion of the California State Lottery proceeds is directed to the CSU and is then distributed
by the Chancellor’s Office to campuses.
Major Capital Outlay: Construction project where the estimated total project cost for all phases, including
design and construction, is over $600,000. State site acquisition projects, regardless of cost, are funded in major
capital outlay.
Marginal Cost (of Instruction): A negotiated funding standard used to quantify the incremental cost of adding
one new full-time equivalent student at CSU.
Minor Capital Outlay: Construction project where the estimated total project cost is below $600,000 for all
phases, including design and construction.
Non-resident Fee: Fee paid by domestic and international non-resident students. The fee is assessed on a perunit basis.
One-Time Funding: Funds allocated on a one time basis, often for a designated project or use. Funds may be
allocated in subsequent fiscal years but the funds are not intended to become a permanent addition to the
recipient’s base budget.
Operating Fund: The Operating Fund became the University’s principal operating fund in 2006/07. It consists
of the State Appropriation, as allocated from the Chancellor’s Office, University Fees, and other student fees.
Oracle/PeopleSoft: The CSU System’s choice of enterprise resource planning software. Refer also to Common
Management Systems.
Research Foundation: San José State University Research Foundation provides expertise and business
infrastructure necessary to conduct San José State University research, community partnerships and education
related initiatives.
Revenue Funds: Self supporting funds that generate their own revenue independent of the State’s
appropriation to the campus. These funds operate under the direct supervision of the campus Vice Presidents.
Examples are Student Health Services, Continuing Education, University Housing, and Parking operations.
2014/2015 San José State University Annual Budget Report
49
Revenue Management Program (RMP): A strategic plan implemented by the Chancellor’s Office to create
operating efficiencies throughout the 23 campuses of the CSU System. Changes to financial policies and
procedures first occurred in fiscal year 2006/07. The first and foremost change was to deposit student fees into
a CSU trust account rather than into the State Treasury.
State Administrative Manual: Outlines State of California policies and procedures which govern administrative
processes.
Shortfall: When a historic funding level is identified as insufficient to cover projected expenditures.
Spartan Foundation: Fundraising arm of the Division of Intercollegiate Athletics that is specifically responsible
for student athlete scholarships. The Foundation consists of an executive board and board of directors that are
responsible for recruiting volunteers and soliciting gifts during the annual fund drive.
Support Budget: Operating Fund base budget plus any one-time funding for a given fiscal year.
Tower Foundation: The Tower Foundation is SJSU’s auxiliary organization dedicated solely to philanthropy. Its
primary mission is to build bridges with alumni and friends by improving services, stewardship and donor
support. The Foundation encourages private gifts, trusts, and bequests for the benefit of San José State and
manages the university’s endowment to achieve maximum returns.
Tuition Fee: In November 2010, the Board of Trustees voted to rename the State University Fee (SUF) the
Tuition Fee. All students, resident and non-resident, pay the Tuition Fee.
Tuition Fee Discount: State University Grant (SUG).
University Wide Resources: Resources essential to the operation of the campus and independent from any
particular division’s core activities. Examples include utilities, risk pool premiums, and CMS.
50
2014/2015 San José State University Annual Budget Report
GLOSSARY
BUDGET/FINANCE ACRONYMS
ADA: Americans with Disabilities Act
AO: Allocation Order
ARRA: American Recovery and Reinvestment Act
CERF: Continuing Education Reserve Fund
CFAC: Campus Fee Advisory Committee
CFS: Common Financial System
CFS DW: Common Financial System Data Warehouse
CHRS: Common Human Resource System
CIES: College of International and Extended Studies
CMS: Common Management Systems
CPI: Consumer Price Index
CPO: Cash Posting Order
CSU: The California State University is currently made up of 23 campuses overseen by the Chancellor’s Office
and its Trustees who are headquartered in Long Beach
CSURMA: California State University Risk Management Authority
EO: Executive Order
FIRMS: Financial Information Record Management System
FTE: Full time equivalent
FTEF: Full Time Equivalent Faculty; a faculty member who works the required number of hours for full time
employment, as determined by CSU Human Resources.
FTES: Full Time Equivalent Student. Calculation is derived by dividing total undergraduate student enrollment
units by 15 and graduate student enrollment units by 12.
FTS: Financial Transaction Services
GAAP: Generally Accepted Accounting Principles
GF: General Fund
GSI: General Salary Increase
HCM: Human Capital Management
HEPI: Higher Education Price Index
HR: Human Resources
2014/2015 San José State University Annual Budget Report
51
ICSUAM: Integrated CSU Administrative Manual
IPEDS: Integrated Postsecondary Education Data System
IRA: Instructionally Related Activities
LCD: Labor Cost Distribution
MOU: Memorandum of Understanding
NACUBO: National Association of College and University Business Officers
RMP: Revenue Management Program
SAM: State Administrative Manual
SCO: State (of California) Controller’s Office
SBAC: System Budget Advisory Committee. This committee is comprised of representatives from: the CSU
academic senate, the CSU faculty union, students, presidents, administrative vice presidents, academic vice
presidents, and alumni.
SMIF: Surplus Monetary Investment Fund; managed by the State (of California) Controller’s Office.
SRB: Systemwide Revenue Bond
SSETF: Student Success, Excellence & Technology Fee
SSI: Service Salary Increase
SUAM: State University Administration Manual
SUG: State University Grant; aka “Tuition Fee Discount”
SWAT: System wide Allocation Transfers
WACUBO: Western Association of College and University Business Officers
52
2014/2015 San José State University Annual Budget Report
8/14
Mohammad Qayoumi
President
Stacy Gleixner
Interim Chief of Staff
Gene Bleymaier
Intercollegiate Athletics
Director
Bill Campsey
Faculty Athletics Rep
Andy Feinstein
Academic Affairs
Provost and Vice President
Shawn Bibb
Administration and Finance
Vice President
Renée Barnett Terry
Interim Student Affairs
Vice President
2014/2015 San José State University Annual Budget Report
Rebecca Dukes
University Advancement
Vice President
53
Division of Academic Affairs
ORGANIZATIONAL STRUCTURE
Provost & Vice President
for Academic Affairs
Andrew Hale Feinstein
Colleges
Applied
Sciences & Arts
Alice Hines
Interim Dean
Business
David Steele
Dean
Education
Elaine Chin
Dean
Engineering
Andrew Hsu
Dean
Humanities & the Arts
Lisa Vollendorf
Dean
Offices of the Provost
SJSU Research
Foundation
International
and Extended Studies
Ruth Huard
Dean
Research Foundation
Pamela Stacks
Interim
Chief Operating Officer
Interim Deputy Provost
Dennis Jaehne
Academic Technology
Chris Laxton
Sr. Director, Technology
Jennifer Redd
Director, eCampus
Faculty Affairs
Elna Green
Science
Michael Parrish
Dean
Social Sciences
Jan English-Lueck
Interim Dean
University Library
Ruth Kifer
54
Dean
Associate Vice President
Graduate
Studies & Research
Pamela Stacks
Associate Vice President
Student Academic
Success Services
Maureen Scharberg
AVP for Academic
Budgets and Planning
Marna Genes
Institutional
Effectiveness and
Analytics
Chao Vang
Interim Director
Associate Vice President
Undergraduate Studies
Dennis Jaehne
Associate
President
2014/2015 San José State University Annual
BudgetVice
Report
Updated: 9/23/14
Administration and Finance
Vice President /
Chief Financial Officer /
CMS Executive Sponsor
Shawn Bibb
Administration & Finance
Division Organizational Chart
Confidential
Administrative Support
Barbara Black
Manager, Special Projects
Astrid Davis
Facilities Development
& Operations
Associate Vice President
Chris Brown
Finance
Associate Vice President
Josee Larochelle
Human Resources
Associate Vice President
Elizabeth Pugliese
IT Services
Associate Vice President/
CIO
Terry Vahey
University Police
Department
Chief of Police
Peter Decena
Spartan Shops, Inc.
Executive Director
Lisa Thomas
Administrative Services
Director
Danielle Ortuno
Finance Support
Director
Gail Finney
HR Operations
Manager
Anita Vasquez
Administrative
Programming
Director
Mitesh Kini
Administrative Bureau
Captain
Frank Belcastro
Finance & Accounting
Director
Ann Bui
Maintenance & Operations
Director
vacant
Accounting Services
Director
Helena Leung
HR Systems & Operations
Senior Director
Carrie Medders
Business Operations
Manager
Susan Kintana
Operations Bureau
Captain
Alan Cavallo
Bookstore
Director
Jesse Nelson
Environmental Health &
Safety
Director
David Krack
Bursar’s Office
Bursar
Margaret Deiss
Office of Equal Opportunity
& Employee Relations
Director
Julie Paisant
Collaboration &
Technology Integration
Director
vacant
Patrol Division
Lieutenant
Robert Noriega
Human Resources
Senior Manager
Alessa Best
Planning, Design &
Construction
Director
Adam Bayer
Acquisition Management
Director
Valorie Gale
Customer Service &
Projects
Director
vacant
Parking Services Division
Lieutenant
Jim Renelle
Information Technology &
Services
Director
Michael Yin
University Budget and Risk
Management
Director
vacant
Identity, Desktop &
Information Security
Services, Information
Security Officer
Director
Mike Cook
Internal Control
Director
Ninh Pham-Hi
Information Support
Services
Director
TJ Morrigan
Infrastructure Services
Managing Senior Director
John Briar
2014/2015 San José State University Annual Budget Report
Procurement & Budget
Services
Senior Director
Steven Olesen
Dining Services
Senior Director
Jeff Pauley
Marketing &
Communications
Assistant Director
Stephanie Fabian
55
August 2014
San José State University
Division of Intercollegiate Athletics
Administrative Assistant to
Athletic Director & HR
Relations
Linda Ozaki
Director of Athletics
Gene Bleymaier
Deputy Director
External Operations
John Poch
Deputy Director
Internal Operations
Marie Tuite
Associate AD
Compliance
Lynn Meade
SWA/Associate AD
Student Services Liz
Jarnigan
Sports Medicine
Director
Scott Shaw
Academic Eligibility
Sandra Hill
Student Services
Coordinator
Julie Stansberry
Water Polo
Johnny Bega
Associate Head
Athletic Trainer
Hisashi Imura
Compliance
Director
Wendy Dunn
Assistant Director of
Compliance
Nick Sterkel
Track /Field
Jeff
Petersmeyer
Assistant Athletic
Trainer Shawna
Bryant
Women’s Golf
John Dormann
Sr. Associate
AD Business
Athletic Admin.
Assistant
Josh Hummel
Brittany Boehm
Business Office
Analyst
Matt Miller
Facilities & Events
Specialist
TBA
Business Office
Analyst
Keith Marin
Facilities & Events
Coordinator
IT
Systems Consultant
Paul Leung
Women’s
Basketball
Assistant AD
Media Relations
Lawrence Fan
Jamie Craighead
Men’s Basketball
Dave Wojcik
Spartan Foundation
Assistant Director
Paula Minklein
Media Relations
Associate Director
Amy Villa
Ian Ballantyne
Maint
Mechanic
Assistant AD
Development
Mike Chisholm
Media Relations
Assistant Director
Richard Stern
Cameron
Chillcoat
Football
Ron Caragher
Football Operations
Coordinator
Kirk Jones
Administrative
Assistant
Anh-Dao NguyenChurch
Sr. Associate AD,
External Relations
Blake Sasaki
M/W Cross Country
Jeff
Petersmeyer
Assistant
Athletic Trainer
Laura Alexander
Strength/Conditioning
Director
Gary Uribe
Assistant
Athletic Trainer
Theresa Gethins
Stud. Suc. Serv.
Director
Liz Jarnigan
Athletic Academic
Advisor
Kisha Calbert
Strength/Conditioning
Coach
Taylor Johnson
Director of Equipment
Services
Justin Weaver
Equipment Specialist
Olympic Sports
Women’s
Soccer
Lauren
Hanson
Sam Freund
Equipment Specialist
Football
Rich Hodgkinson
Learning Specialist
Nick Mazur
Darren Coelho
Baseball
Dave Nakama
Gymnastics
Wayne Wright
Assistant AD
Marketing/Multi Media
Michael Beaubien
Strength/Conditioning
Assistant Coach
Michael Nicolini
Volleyball
Jolene
Shepardson
Sand Volleyball
Aaron
Shepedardson
Softball
Peter
Turner
Learning Specialist
Alejandro Lizardo
56
Video Coordinator
Doug Osumi
Assistant AD
Ticket Operations
Men’s Soccer
Simon Tobin
Athletic Academic
Advisor
Jose Macias
Athletic Academic
Advisor
Jeanne Haldi
Football Strength &
Conditioning Coach
Gary Uribe
Development/
Stewardship
TBA
2014/2015 San José State University Annual Budget Report
Tennis
Sylvain Malroux
Men’s Golf
John
Kennaday
Cheer Coach
Kelvin Lam
Spartan Sports Properties
Promo.& Fan Exper.
Coordinator
John Roberts
Spartan Sports Properties
Digital Media
Coord.
Justin Allegri
General Manager
Jordan Friedman
Account Executive
Matt Siert
Division of Student Affairs
Monica Garcia
Confidential Administrative
Support
VPSA
Dr. Renee Barnett Terry
Interim Vice President
Division of Student Affairs
Fernanda P. Karp
Director
Campus and
Community Relations
Cathy Busalacchi
Associate Vice President
Campus Life
Victor Culatta
Director
University Housing
Services
Rich Kelley
Director
Student Involvement
Bonnie Sugiyama
Assistant Director
LGBT/WRC Resource
Centers
Hyon Chu Yi-Baker
Director
MOSAIC Cross Cultural
Center
Shannon Quihuiz
Interim Director
Student Conduct &
Ethical Development
Cheryl Vargas
Executive Director
Associated Students
Cathy Busalacchi
Executive Director
Student Union, Inc.
Peter Deutsch
Senior Director IT
Systems
Sharon Willey
Associate Vice President
Administrative and Enrollment
Services
Roger Elrod
Interim Associate Vice President
Student Services
Marian Sofish
Registrar
Office of the Registrar
Deanna Gonzales
Director
Admissions & Outreach
Roger Elrod
Director
Student Health Center
Cindy Marota
Director
Accessible Education
Center (formerly DRC)
Coleetta McElroy
Director
Financial Aid &
Scholarship Office
Jennifer J. Sclafani
Director
Enrollment Operational
Services & Planning
Susan Rockwell
Director
Career Center
Ellen Lin
Director
Counseling Services
Derrick Koh
Testing Administrator
Testing
Tricia Foust
Interim Manager
Graduate Admissions
and Program Evaluation
Demerris Brooks
Ombudsperson
University
Ombudsperson
Maggie Morales
Program Director
Military & Veteran
Student Services
2014/2015 San José State University Annual Budget Report
57
August 13, 2014
Rebecca Dukes
Vice President and
CEO, Tower Foundation
Brian Bates
Associate Vice President
Alumni Relations /
Executive Director
Alumni Association
April Cole
Associate Director
Alumni Relations/
Association
Christy Perry
Membership and
Financial Coordinator
Clifton Gold
Events and
Outreach Coordinator
Robb Drury
Associate Vice President
Advancement Operations
Melissa Ferguson
Administrative Assistant
to the AVP
Nancy Stewart
Director, Annual Giving
and Special Gifts
Daan Giron
Director, Leadership
Annual Giving
Sheri Bragg
Event Planner
Carolyn Canete
Annual Giving Manager
Valerie Gonzales
Event and
Project Coordinator
Jonathan Reyes
Annual Giving Officer
Maria Ramirez
Manager
Advancement Services
Shawna Terry
Gift Analyst
Roya Omid
Gift Analyst
Mariah Ortiz
Gift Analyst
Judy Anderson
Administrative Assistant
to the AVP
Claudia Tercero
Administrative Support
Coordinator
Sandy Moran
Information
Representative
Ron Sakai
Senior Analyst
Programmer
Felicia McKee
Administrative Assistant
to the AVP
Vacant
Executive Director of
Donor Relations
Jody Ulate
Managing Editor
Allison Sanders
Campaign Writer
Michelle Frey
Senior Graphic
Designer and Art
Director
Peter Caravalho
Graphic Designer
Pat Harris
Director
Media Relations
Leslie Rohn
Chief Operating Officer
Tower Foundation
Beth Colbert
Associate Vice President
Development
Barry Shiller
Associate Vice President
Marketing and Communications
Veronica Murphy
Stewardship Director
Eddie Wagner
Web Communications
Strategist
Leah Barrington
Administrative Assistant
Kathleen Brady
Sr. Director of
Development
Humanities and the Arts
Betty Tseng
Sr. Director of
Development
Education and
Social Sciences
Patricia Thompson
Administrative Assistant
to the AVP
Vacantt
Director of Development
Business
Vacant
Director of Development
Business
Sabra Diridon
Director of Development
Library
Daniel Tompos
IT Assistant
Michael Donohue
Director of Development
Science
Melissa Johnson
Director of Leadership and
Annual Giving
Steve Kelton
Planned Giving Officer
Maria Blake
Director
Grant Administration
Diane Satriano
Director
Corporate and
Foundation Relations
Christina Tan-Aoyagi
Accounting Manager
Paul McNamara
Foundation and
Corporate Relations
Officer
Lani Rasmussen
Senior Accountant
Alan Wong
Director of Development
Engineering
Sonia Wright
Director of Development
CASA
Vacant
Director of Campaigns
and Research
Amanda Struer
Associate Director of
Development Research
Research Analyst
University Advancement
July 2014
58
2014/2015 San José State University Annual Budget Report
Judy Kass
Tower Foundation
Human Resources Director
Tina Daniels
Director
Planned Giving
Student Call Center
Rigo Vargas
Information Technology
Consultant
Marisela Mercado
Administrative Assistant
to the VP
Vacant
Administrative Assistant
Chuck Cordt
Director of Development
Athletics
Christina Olivas
Web Designer
Leonor Cheong
Database Administrator/
Analyst Programmer
Julie Jimenez
Director of UA Human
Resources and Budgets
Vacant
Corporate and
Foundation Relations
Officer
Eric Bonesteel
Corporate and
Foundation Relations
Officer
Tina Buan
Accountant
Cindy Nimud
Accounting Associate
My Tran
Receivable Processing
Analyst