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					   UNIVERSITY OF WISCONSIN OSHKOSH

       Campus-Wide
       Budget Forum
     Tuesday, March 31, 2009
Hosted by Chancellor Richard Wells
      11:30 a.m. to 1:00 p.m.
     Room 202, Reeve Union
        UNIVERSITY OF WISCONSIN OSHKOSH

       Open Forum Overview

1.   Budget Basics / Operating Budget

2.   2009-11 Biennial Budget

3.   Budget Development Feedback Survey

4.   Next Steps
          UNIVERSITY OF WISCONSIN OSHKOSH
                      Budget Basics
       Understanding
 State GPR and Tuition/Fees
 Total budget (all sources): $168 million
 GPR & Tuition/Fees = 58%, or $98 million
 Within the subcategory of GPR & Tuition/Fees:
   • GPR – roughly 48% ($47 million)
   • Tuition/Fees – roughly 52% ($51 million)
 Note: Funds/Revenue From “Users”: 55%, or $93 million
   • Tuition/Fees (students) $51 million
   • Auxiliaries (students, employees, guests, etc.) $42 million

   Note: GPR means “General Purpose Revenue” –
   refers to state tax dollars
  Current
Current
   Year
 Year
            UNIVERSITY OF WISCONSIN OSHKOSH
                                                                      Current
      2008-09 OPERATING BUDGET                                         Year
              $167,927,058
                  Total Budget: $167,927,058

                12%                             Federal Funds $20,171,042

      42%       5%                  Gifts, Grants & Contracts $8,048,632


                25%                                Auxiliaries $41,595,298


                                GPR                          Tuition/Fees
58%             28%                               30%
                             $47,011,914                     $51,100,172
                      GPR + Tuition/Fees Total: $98,112,086

                      48%          52%
                                Tuition /Fees
                                                        100%
                       GPR                              Subtotal

               Focus on the Relative Allocation GPR v. Tuition/Fees
        UNIVERSITY OF WISCONSIN OSHKOSH

           Operating Budget
           Take Away Items
Restricted funds can only be legally
 used for stated funding purpose.
 Examples:
   Federal funding for research must be
    used for specific Research Grant
    Project
   Capital bonding must be used for
    specific building projects

   Room/board fees must be used for
    room/board costs
           UNIVERSITY OF WISCONSIN OSHKOSH

COMPONENTS OF THE RAINY DAY FUND
A. Central Campus Contingency Fund - $500,000

  Source  GPR & Tuition (base and one-time funds)
  Uses    Serves as an emergency fund to address
            budget lapses, reductions or unexpected
            increases in System-wide chargebacks
  Renewal Impacted by the ability to meet annual tuition
            target
            Impacted by the ability to hold base
              resources centrally
           UNIVERSITY OF WISCONSIN OSHKOSH

COMPONENTS OF THE RAINY DAY FUND
B. Campus Initiative Fund - $1,000,000
    Source    60% share of net annual program
                revenue generated by cost
                recovery programs and other
                revenue opportunities
    Uses      Supported two phases of campus-
                wide initiative funding
    Renewal   Impacted by innovative, creative
                and entrepreneurial activities of
                faculty, staff and administrators
                related to cost recovery programs
            UNIVERSITY OF WISCONSIN OSHKOSH

COMPONENTS OF THE RAINY DAY FUND
C. Growth Agenda Fund - $1,000,000
   Source      2007-09 Biennial DIN Request

   Uses        Enrollment growth in high-demand
                 programs, education and nursing

   Renewal     Impacted by innovative, creative and
                 entrepreneurial programs
                 developed by faculty, staff and
                 administrators meeting regional
                 needs and obtaining state funding
                 support
 UNIVERSITY OF WISCONSIN OSHKOSH

2009-11 Biennial Budget
    Update Memo
               of
     March 2, 2009
          UNIVERSITY OF WISCONSIN OSHKOSH

    Worst-to-Best-Case Budget
       Reduction Targets
• “Best-case” budget plan assuming a $5
  million budget reduction based on the
  Governor’s willingness to significantly
  decrease the $174 million budget cut;

•   “Worst-case” budget plan assuming a $7.7
    million budget reduction; and

• “More-than-likely” budget plan assuming (a)
  $5.7 million budget reduction and (b) at least
  a 5.5% tuition increase for each year of the
  biennium approved by the Board of Regents.
         UNIVERSITY OF WISCONSIN OSHKOSH

  Remaining Budget Reduction
    Questions and Concerns
• Difficult to determine how much of our $7.7
  to $5.0 million cut will be one time (lapsed)
  or ongoing (base budget reductions).
• The 1% across-the-board General Purpose
  Revenue (tax funds) budget reduction is a
  permanent cut of our base budget.
• Do not know how or how much of the 1%
  across-the-board cut of program revenue the
  Governor assumed would be an ongoing
  base cut.
             UNIVERSITY OF WISCONSIN OSHKOSH

      Strategic Budget Priorities
• Maintain current number of seats in courses
  for our students;
• Complete all of this year’s tenure-track faculty
  searches;
• Continue supporting the Liberal Education
  Reform Team initiatives;
• Support our commitment to sustainability
  initiatives (please see my statement of February 23, 2009
  for a detailed rationale for funding what is fast becoming a
  nationally recognized University-wide distinctiveness).
          UNIVERSITY OF WISCONSIN OSHKOSH

     Strategic Budget Priorities
• Enhance our campus’s emergency notification
  systems;
• Maintain expanded student academic support
  programs supported by differential tuition;
• Begin and complete over the next three years
  $100 million of capital improvements to support
  enrollment increases for the State’s third largest
  university while creating more than 4,000
  construction-related jobs; and lastly
• Avoid layoffs with the help of the Governor and
  the Legislature.
          UNIVERSITY OF WISCONSIN OSHKOSH

  Unit-Level Budget Reduction
Targets and the “Rainy-Day” Fund
• We will be able to use our “rainy-day” fund
  to meet $2.5 million of the eventual campus
  budget reduction.
• Since we do not have a “hundred-year
  flood” fund, we have to identify the
  remaining cuts by developing three budget
  planning scenarios based on campus-wide
  unit budget reductions of 1.9%, 2.5% and
  3.8%.
          UNIVERSITY OF WISCONSIN OSHKOSH

         Internal and External
        Stakeholder Feedback
• Additional joint budget planning meetings
  scheduled for administrative and
  governance leaders.
• Campus-wide budget forum on March 31.
• Web-based survey launched on March 2.
• Administrative leaders will attend
  regularly scheduled faculty, student,
  classified and academic staff governance
  meetings to provide budget updates,
  address concerns and obtain advice.
                   UNIVERSITY OF WISCONSIN OSHKOSH

         UWS 2009-11 Biennial Budget Cuts
                    Potential Impact of $174 million in 2009-11 Biennial Budget Cuts
                                           1% Across-the-Board Cut
                                                                               Auxiliary
                       GPR Cut             GPR            Program Rev.           Transfer          Total

UW-Madison            $37,450,000         $6,718,890        $17,075,628         $2,145,750       $63,390,268
UW-Milwaukee          $13,280,000         $2,428,982         $2,172,728         $1,928,750       $19,810,460
UW-Eau Claire           $4,980,000          $822,872           $739,738         $2,115,750        $8,658,360
UW-Green Bay            $2,400,000          $414,974           $397,708           $629,250        $3,841,932
UW-La Crosse            $4,150,000          $685,686           $797,188         $5,371,500       $11,004,374
UW-Oshkosh              $4,770,000          $806,910         $1,006,270         $1,074,250        $7,657,430
UW-Parkside             $2,280,000          $379,152           $189,832           $501,250        $3,350,234
UW-Platteville          $2,810,000          $491,344           $511,638         $1,363,000        $5,175,982
UW-River Falls          $2,820,000          $470,330           $443,406         $2,006,750        $5,740,486
UW-Stevens Point        $4,140,000          $689,050           $853,254         $2,226,250        $7,908,554
UW-Stout                $3,770,000          $661,274           $847,544         $1,142,250        $6,421,068
UW-Superior             $1,500,000          $249,612           $206,670                $5,250     $1,961,532
UW-Whitewater           $4,270,000          $732,700         $1,054,588         $1,410,000        $7,467,288
UW Colleges             $3,800,000          $643,006           $244,644           $306,750        $4,994,400
UW-Extension            $4,340,000          $711,428         $1,763,334         $1,706,750        $8,521,512
UW System               $3,240,000        $3,543,390           $229,030         $1,066,500        $8,078,920
Subtotal:                                $20,449,600       $28,533,200**
TOTAL:               $100,000,000                           $48,982,800        $25,000,000      $173,982,800
   UNIVERSITY OF WISCONSIN OSHKOSH

    Budget Feedback Survey
     Solicited comments,
   suggestions, feedback –
campus community and alumni
 • Open March 2-24, 2009
 • Received 472 responses
 • Online – Anonymous Form
 • All data is accessible – removed
   personally-identifiable names and
   information and one expletive
             UNIVERSITY OF WISCONSIN OSHKOSH

    Constituencies and Participation Levels
              • Students – 48 (14%)
              • Faculty – 73 (22%)
              • Instructional Academic Staff – 17
Employees       (5%)
Total –180
              • Professional Academic Staff – 54
    (54%)       (16%)
              • Classified Staff – 36 (11%)
              • Alumni – 89 (27%)
              • Public at Large – 18 (5%)
              Answered Question – 335
                    {Note: Skipped Question – 137}
              UNIVERSITY OF WISCONSIN OSHKOSH

                  Survey Overview
• 11 open-ended questions

• Demographic question added after 30 people responded
  on the first day the survey was open
• Completely anonymous – no review or verification of
  status
• All responses accessible for review online (save names,
  telephone number, and one expletive)
               UNIVERSITY OF WISCONSIN OSHKOSH
              Budget Feedback Survey

• 13-page summary has been prepared and will be
  available for review and inspection
    includes information on all 11 questions for each of the 8-listed
     constituencies
    sum total of all responses equals 75,668 words [equivalent of
     252 pages of text (12-pt. Times Roman double-spaced, one-inch
     margins)]

• 3-page “executive summary” outlining key findings has
  also been prepared
    items highlighted in the following slides
               UNIVERSITY OF WISCONSIN OSHKOSH
                 General Impressions
•   Strong belief in value and quality at UW Oshkosh
•   Recognition: “these are difficult economic times – for
    individuals, the university and the nation at large”
•   People appreciated opportunity to provide input; survey
    design could be improved
•   Many thoughtful ideas and suggestions shared
•   There are opportunities to clarify and explain many
    different budget-related concepts, such as: biennial
    budget totals, General Purpose Revenue (GPR),
    Program Revenue, segregated fees, capital budget, etc.
•   Genuine interest in more opportunities for input – forums,
    meetings, discussions, additional surveys, etc.
           UNIVERSITY OF WISCONSIN OSHKOSH
         Budget Feedback Survey Questions

 1. Are the University’s budget
    development criteria appropriate?
All constituencies surveyed strongly support the
    five budget criteria qualified only by some
    expressions of concern relating to vagueness,
    breadth, priority and potential interpretation.
           UNIVERSITY OF WISCONSIN OSHKOSH
         Budget Feedback Survey Questions


2. Are we missing any important criteria?
Most constituencies said the listed budget criteria
 covered the critical goals. However, many
 faculty said that research and support for the
 liberal arts were missing while many students,
 alumni and community members noted concerns
 relating to affordability (financial aid) and
 access.
            UNIVERSITY OF WISCONSIN OSHKOSH
          Budget Feedback Survey Questions

3. In the past, we have protected such priorities
  as: (1) direct instruction, (2) student academic
  support, and (3) campus safety. What should
  we protect as our top three highest priorities?
All constituencies favored protecting direct instruction
   and student academic support, although many
   respondents would change how the listed priorities
   were ranked. Campus safety received less support
   than the other three listed priorities. Students, alumni
   and community members tended to favor affordability,
   quality education, and graduation, while the faculty
   supported scholarship, development and institutional
   integrity.
           UNIVERSITY OF WISCONSIN OSHKOSH
         Budget Feedback Survey Questions


4. How much of a priority is maintaining
   existing enrollments?

Constituent opinion largely supports maintaining
 student enrollments – but only if quality can be
 maintained, sufficient resources are available,
 and the available financial resources can
 support these higher levels.
           UNIVERSITY OF WISCONSIN OSHKOSH
         Budget Feedback Survey Questions

5. How much of a priority is completing
   this year’s Growth Agenda faculty
   searches?
All constituencies gave a mixed response to the
  Growth Agenda. While many respondents
  favored it, essentially an equal number said it
  should it should either have lower priority than
  current programs or should be scaled back.
  Many respondents said they did not know
  enough about the Growth Agenda to respond.
           UNIVERSITY OF WISCONSIN OSHKOSH
         Budget Feedback Survey Questions

6. What suggestions do you have to help us
   reduce the negative impacts such as fewer
   class sections, larger class sizes, reduced
   student services, and across-the-board cuts?
• Respondents offered a wide array of
  suggestions for reducing the impact of budget
  reductions.
• Some constituents favored targeted cuts over
  across-the-board.
              UNIVERSITY OF WISCONSIN OSHKOSH
            Budget Feedback Survey Questions

Question 6, continued
Some frequently mentioned options include the following:
• Increase class sizes and eliminate low enrollment courses.
• Explore alternate course delivery – whether hybrid, on-line,
  technology utilization, or D2L.
• Cut administrative overhead – including positions,
  paperwork, and programs.
• Increase faculty and instructional staff teaching loads.
• Reduce credits-to-degree and improve coursework
  alignment.
• Increase tuition and fees in such areas as: labs, differential
  tuition, excess credit, parking.
• Eliminate low-demand (enrollment) academic programs –
  courses, majors.
               UNIVERSITY OF WISCONSIN OSHKOSH
             Budget Feedback Survey Questions
Question 6, continued
Some frequently mentioned options include the following:
• Reduce compensation – salary cuts, hiring freeze, job sharing,
  furloughs, etc.
• Adjust the university’s calendar – consider a 4-day week, more/fewer
  Interim & Summer classes, etc.
• Revise majors – fewer requirements, end duplication, improve credit
  transfer, etc.
• Increase faculty and instructional staff teaching loads.
• Eliminate auxiliary programs – marketing, police, sports, clubs,
  selected student services, etc.
• Go Green – conservation and improved efficiency – energy, building
  utilization, paper, heating, new construction, housing, meals, etc.
• Buildings – stop new construction, close during breaks and summer.
• Adjust tenure/promotion expectations and retain/reward teaching.
            UNIVERSITY to avoid layoffs. Do
7. We will do our best OF WISCONSIN OSHKOSH you have any
           Budget Feedback Survey Questions
   ideas on how we can work together to make sure we
   provide key services?
Constituents had differing views over the question of job
 security. The alumni, students, and public were open to a
 variety of options including cutting employees, while the
 faculty and staff tended to favor measures to prevent
 layoffs. Frequently mentioned suggestions include:
• Reduce hours, increase part-time employment, flexible
  scheduling, layoffs, etc.
• Reassign work, job sharing, cross-training, collaboration.
• Hiring freeze, compensation freeze/cuts, furloughs,
  encourage retirements.
• Increases workloads – teaching, service, advising.
• Eliminate low performers and layers of management.
                UNIVERSITY OF WISCONSIN OSHKOSH
              Budget Feedback Survey Questions
8. What other ways can you recommend for the
   University to better inform and engage the campus
   community on its budgetary actions and priorities?
Responses from all constituencies indicated that the university
 has made a strong effort to engage the campus community
 in the budgetary process. Suggestion for additional
 communication included the following items:
• Electronic Communication – additional surveys, continued emails, blogs,
  improved budget website, podcasts, etc.
• More efforts to engage students including university-wide “town hall”
  sessions and through posters, focus groups.
• More discussion and information sharing at the unit, department, division,
  and college levels.
• Dissemination of more detailed information – improved clarity in priorities,
  and budget options/scenarios.
• Improved newspaper coverage – Oshkosh Northwestern and Advance-
  Titan.
            UNIVERSITY OF WISCONSIN OSHKOSH
          Budget Feedback Survey Questions

9. What suggestions do you have for additional
   ways to minimize costs costs to students?
 Recommendations for reducing for ourstudents
   emphasized auxiliary expenses such as textbooks,
   housing, food, segregated fees and sports:
• Cost of textbooks – explore rental, e-books, less
  expensive options, use of older editions.
• Increase assistance – scholarships, grants, financial aid,
  and fees.
• Reduce extracurricular costs – athletics, meals, parking,
  housing, police, etc.
• Time-to-degree- credit reductions, transfer credits,
  improve advising.
• Don’t construct new buildings
10. What recommendations do you have on
           UNIVERSITY OF WISCONSIN OSHKOSH
         Budget increase our Questions
   how we canFeedback Surveyoperational
   efficiency?
Constituents offered a wide range of suggestions for increasing
  university efficiency:

• Sustainable Campus – conservation, utilities, paper, recycling,
  reuse.
• Reduce administrative overhead – positions, support staff, diversity.
• Establish productivity benchmarks.
• Consolidation (of positions and functions) – eliminate duplication of
  service.
• Contracts –streamline, renegotiate, audit, address for waste, etc.
• Eliminate non-essentials – police (city provide), athletics, various
  student services, etc.
• Combine departments and academic functions.
             UNIVERSITY OF WISCONSIN OSHKOSH
           Budget Feedback Survey Questions

                   this space to suggestions not
11. Please useand advice identifiedshare any other
  Other comments
     comments, in the survey:
    found elsewhere suggestions, or advice.
  • Improve advocacy and lobbying efforts.
  • Concern over internal university morale.
  • Close other UW campuses and references to impact of
    the state’s criminal justice process and corrections
    system.
  • Engage and inform external community.
  • Recruit student and community volunteers.
  • Pursue federal and state stimulus funding
    UNIVERSITY OF WISCONSIN OSHKOSH
             Next Steps
 Governance Group & Administrative
  Leaders follow-up meetings
 Campus budget communications –
  as needed
 Continue advocacy campaign for
  2009-11 Biennial Budget Request
               UNIVERSITY OF WISCONSIN OSHKOSH

     2009-11 Biennial Budget
 Communications & Events Timeline
Date         Time              Action
Feb. 17      7:00 pm           Governor’s budget address
Feb. 18                        Campus-wide budget update e-mail communication
Feb. 25      2:00-3:00 pm      Chancellor’s Staff, Deans, LLCE & U-Plan budget update
                               1. Campus-wide budget update e-mail communication
Mar. 2                         2. Launch budget feedback web site/survey; campus-wide budget
                                    update communication
Mar. 9       8:30 am           Administrative Staff meeting RU306
Mar. 11      3:30 pm           U-Plan meeting D212
Mar. 13                        Close budget feedback website – revised: survey closed March 24
Mar. 24-30                     Analyze budget feedback survey responses
Mar. 23-27                     Spring Break
Mar. 31      11:30 – 1:00      Open Forum: RU 202
Apr. 6       9:00–10:00 am     U-Plan Follow-up meeting D301
Apr. 7       3:00-4:00 pm      Chancellor’s Staff, Deans, LLCE follow-up meeting D301
Apr. 14      Noon – 1:00 pm    Special U-Plan meeting (includes Deans, LLCE) D212
Apr. 15                        Campus budget submitted to system
Apr. 16-17                     Campus-wide budget update e-mail communication
* The above timeline will be adjusted as new information emerges. Special meetings and campus-wide e-mail
communication updates will be provided as needed.

				
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