UNIVERSITY OF WISCONSIN OSHKOSH CampusWide Budget Forum

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UNIVERSITY OF WISCONSIN OSHKOSH Campus-Wide
Budget Forum

• Tuesday, March 31, 2009
• Hosted by Chancellor Richard Wells
• 1130 a.m. to 100 p.m.
• Room 202, Reeve Union

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UNIVERSITY OF WISCONSIN OSHKOSH Open Forum
Overview

• Budget Basics / Operating Budget
• 2009-11 Biennial Budget
• Budget Development Feedback Survey
• Next Steps

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UNIVERSITY OF WISCONSIN OSHKOSH Budget
BasicsUnderstandingState 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
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Current Year
Current Year
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UNIVERSITY OF WISCONSIN OSHKOSH 2008-09
OPERATING BUDGET 167,927,058
Current Year
Total Budget 167,927,058
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Federal Funds 20,171,042
42
Gifts, Grants Contracts 8,048,632
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Auxiliaries 41,595,298
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GPR Tuition/Fees Total 98,112,086
Tuition/Fees 51,100,172
GPR 47,011,914
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30
58
48
100
52
GPR
Subtotal
Tuition /Fees
Focus on the Relative Allocation GPR v.
Tuition/Fees
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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

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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

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UNIVERSITY OF WISCONSIN OSHKOSH COMPONENTS OF
THE RAINY DAY FUND

• 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

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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

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UNIVERSITY OF WISCONSIN OSHKOSH 2009-11 Biennial
Budget Update Memo

• of
• March 2, 2009

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UNIVERSITY OF WISCONSIN OSHKOSH
Worst-to-Best-Case Budget Reduction Targets

• Best-case budget plan assuming a 5 million
  budget reduction based on the Governors
  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.

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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.

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UNIVERSITY OF WISCONSIN OSHKOSH Strategic Budget
Priorities

• Maintain current number of seats in courses for
  our students
• Complete all of this years 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).

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UNIVERSITY OF WISCONSIN OSHKOSH Strategic Budget
Priorities

• Enhance our campuss 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 States 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.

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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.

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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.

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UNIVERSITY OF WISCONSIN OSHKOSHUWS 2009-11
Biennial Budget Cuts
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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

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UNIVERSITY OF WISCONSIN OSHKOSH Constituencies
and Participation Levels

• Students 48 (14)
• Faculty 73 (22)
• Instructional Academic Staff 17 (5)
• Professional Academic Staff 54 (16)
• Classified Staff 36 (11)
• Alumni 89 (27)
• Public at Large 18 (5)
• Answered Question 335
• Note Skipped Question 137

Employees Total 180 (54)
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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)

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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

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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.

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1. Are the Universitys budget development
criteria appropriate?
UNIVERSITY OF WISCONSIN OSHKOSH Budget Feedback
Survey Questions

• All constituencies surveyed strongly support the
  five budget criteria qualified only by some
  expressions of concern relating to vagueness,
  breadth, priority and potential interpretation.

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2. Are we missing any important criteria?
UNIVERSITY OF WISCONSIN OSHKOSH Budget Feedback
Survey Questions

• 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.

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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?
UNIVERSITY OF WISCONSIN OSHKOSH Budget Feedback
Survey Questions

• 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.

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4. How much of a priority is maintaining existing
enrollments?
UNIVERSITY OF WISCONSIN OSHKOSH Budget Feedback
Survey Questions

• 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.

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5. How much of a priority is completing this
years Growth Agenda faculty searches?
UNIVERSITY OF WISCONSIN OSHKOSH Budget Feedback
Survey Questions

• 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.

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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?
UNIVERSITY OF WISCONSIN OSHKOSH Budget Feedback
Survey Questions

• Respondents offered a wide array of suggestions
  for reducing the impact of budget reductions.
• Some constituents favored targeted cuts over
  across-the-board.

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Question 6, continued
UNIVERSITY OF WISCONSIN OSHKOSH Budget Feedback
Survey Questions

• 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.

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Question 6, continued
UNIVERSITY OF WISCONSIN OSHKOSH Budget Feedback
Survey Questions

• Some frequently mentioned options include the
  following
• Reduce compensation salary cuts, hiring freeze,
  job sharing, furloughs, etc.
• Adjust the universitys 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.

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7. We will do our best to avoid layoffs. Do you
have any ideas on how we can work together to
make sure we provide key services?
UNIVERSITY OF WISCONSIN OSHKOSH Budget Feedback
Survey Questions

• 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.

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8. What other ways can you recommend for the
University to better inform and engage the campus
community on its budgetary actions and priorities?
UNIVERSITY OF WISCONSIN OSHKOSH Budget Feedback
Survey Questions

• 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.

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9. What suggestions do you have for additional
ways to minimize costs for our students?
UNIVERSITY OF WISCONSIN OSHKOSH Budget Feedback
Survey Questions

• Recommendations for reducing costs to students
  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.
• Dont construct new buildings

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10. What recommendations do you have on how we
can increase our operational efficiency?
UNIVERSITY OF WISCONSIN OSHKOSH Budget Feedback
Survey Questions

• 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.

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11. Please use this space to share any other
comments, suggestions, or advice.
UNIVERSITY OF WISCONSIN OSHKOSH Budget Feedback
Survey Questions

• Other comments and advice identified suggestions
  not found elsewhere in the survey
• Improve advocacy and lobbying efforts.
• Concern over internal university morale.
• Close other UW campuses and references to impact
  of the states criminal justice process and
  corrections system.
• Engage and inform external community.
• Recruit student and community volunteers.
• Pursue federal and state stimulus funding

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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

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UNIVERSITY OF WISCONSIN OSHKOSH 2009-11 Biennial
Budget Communications Events Timeline