FY%202009%20Budget%20Highlights

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FY 2009 Budget Highlights
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FY 2009 Operating Budget

• UTSAs strategic goals provide the framework for
• budget priorities
• budget plan focuses on the basics - salary merit
  increases and workload demands created by success
  as a growing institution.
• Only new source of revenue from tuition fees
• UTSA continues to find opportunities to maximize
• usage of funds
• will internally reallocate 3 million to meet FY
  2009 requirements.

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Major Goals Addressed by FY 2009 Budget

• 2 million for new faculty positions
• Improve student faculty ratio of 22.31
• Increase the proportion of tenure/tenure track
  faculty to non-tenured instructors.
• Focus on faculty retention
• Master Graduate Instructors program
• designed to benefit both graduate and
  undergraduate students.

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Major Goals Addressed by FY 2009 Budget

• Realignment of resources to
• strengthen undergraduate graduate experiences
• increase retention graduation rates, and other
  measures of student learning.
• Academic support service delivery
• Improvements to advising, tutoring supplemental
  instruction
• advising structure - review impact on retention
  and graduation rates.
• All positive efforts towards gaining
  reaccreditation in 2010.

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Major Goals Addressed by FY 2009 Budget

• Information access is vital for assessment
• reporting and an essential tool for planning.
• UTSA is investing in Data Warehouse and Cognos
  Reporting software implementation efforts.
• More on Cognos reporting project at future FAR
  meetings

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Major Goals Addressed by FY 2009 Budget

• Research continues to grow after doubling over
• past 5 years.
• Indirect cost recovery will also increase with
  renegotiated FA rate of 44.5 (3).
• Continued strengthening of research
  infrastructure
• compliance, grants management, technology
  transfer, and capital improvements.
• Partnerships in bioengineering
• New expanded with military medicine programs,
  the UTHSC-San Antonio, the SW Research Institute
  SW Foundation for Biomedical Research.

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Major Goals Addressed by FY 2009 Budget

• South Texas Technology Management Center
• UTSA partnership with UTHSC-San Antonio,
• U. T. Pan American U. T. Brownsville
• To accelerate commercialization of inventions and
  potential revenue streams.

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Major Goals Addressed by FY 2009 Budget

• Community Services activities annually serve
• over 225,000 Texans, affecting improvements in
• the regional quality of life.
• A strategic allocation to organize UTSA services
  information accessibility via a new web
  interface
• strengthen engagement with the public
• improve customer service
• engender community support for the campus as UTSA
  plans for the launch of a capital campaign.

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FY 2009 Budgeted Revenues

• Projected overall revenue growth of 4
• Largest gain in auxiliary enterprises
• Laurel Village completion opening for Fall 2008
• University Center fee increase 82
• Athletic fee increase 10
• Statutory tuition will be flat
• due to changes in student mix (graduate
  non-resident)
• Designated tuition revenue due to rate increase
  (101 to 110/SCH)

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Base Budget Allocations effective September 1,
2008

• Preserving the Quality of our Workforce
• (Compensation Increases) Total 3,520,0003
  Merit Salary Increases
• Faculty 1,600,000 Staff
  1,540,000Faculty Equity, Promotion and Tenure
  190,000 Staff Salary Equity Pool
  190,000

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Base Budget Allocations effective September 1,
2008

• Preserving our Mission Quality Student Success
  Total 3,176,329
• New Tenure/Tenure Track Faculty
• Full time Non Tenure Track Apptmts
  2,000,000
• Financial Aid Set-Asides
  1,176,329

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Base Budget Allocations effective September 1,
2008

• Strategic Initiative Funding Total
  1,234,625
• Academic Affairs New Staff
  160,000
• Master
  Graduate Instructors Program 295,000Extended
  Services Institute for Economic Development
  67,849Business Affairs New Staff
  251,000
  Research New Staff
  108,500
• Student Affairs
• Admissions, Outreach Student Recruitment
  37,762University Advancement
  Staffing/MO 314,514

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Base Budget Allocations effective September 1,
2008

• Enhancing and Protecting our Infrastructure
  Total 1,383,490
• Support for new facility openings
  655,334Reserves, Bad Debt TX Tomorrow
  436,931
• University Police
  132,000Debt Service
  159,225
• Total Operating Base Budget Allocations --
  9,314,444(Includes state appropriations and
  tuition revenue only)

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NonBase Budget Allocations effective September 1,
2008

• Data Warehouse 685,000
• Graduate Student Recruitment
  206,500
• Police Facility Vehicles 169,000
• Police Digital/Voice Vehicle Records Tech
  Enhancements 108,500
• Police DSX System 295,490
• Security Camera Updates 41,400
• Inventory Scanner Replacements
  73,550
• Computer Upgrades replacements
  92,300

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NonBase Budget Allocations effective September 1,
2008

• Housekeeping Equipment
  40,000
• Outreach Engagement Website 29,000
• Annual Fund Direct Mail Campaign 70,000
• Annual Fund Call Center 30,300
• Animal Housing Handling Costs
  440,000
• Research Maintenance Operation Costs
  113,750
• Admissions Student Recruitment Efforts
  206,776
• Student Retention Study
  63,434
• University Advancement Capital Campaign
  260,000
• University Advancement Computer System
  50,000
• Annual Giving Solicitation Materials
  25,000
• Total Non-recurring needs 3,000,000

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FY09 Budgeted Net Operating Revenues (All
Funds) 385,856,278

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FY09 UTSA Budgeted Operating Expenses (All
Funds) 389,244,181
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Budgeted Expenses Academics (in millions)
FY 2008 FY 2009 Chg Chg ( of Total)
UT Arlington 10 366.0 385.6 19.6 5.3 (8.4)
UT Austin 51.3 1,851.8 1.983.6 131.8 7.1 (56.5)
UT Brownsville 3.6 130.0 138.9 8.9 6.8 (3.8)
UT Dallas 8 276.3 309.1 32.8 11.9 (14.1)
UT El Paso 7.6 280.2 295.0 14.8 5.3 (6.3)
UT Pan Amer 6.1 229.2 235.2 6.0 2.6 (2.6)
UT Perm Basin 1.2 44.8 46.2 1.4 3.0 (0.6)
UTSA 10.1 377.6 389.2 11.6 3.1 (5)
UT Tyler 2.1 74.9 81.3 6.4 8.5 (2.7)
Total Academic 3,630.8 3,864.1 233.3 6.4 (100)

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FY 2009 Library, Equipment, Repair
Rehabilitation (LERR)Total Funding 30,000,000

• UT Arlington 2,136,850 UTSouthwestern
  Dallas 1,975,000
• UT Austin 4,494,150 UTMB Galveston
  2,050,000
• UT Dallas 2,150,000 UTHSC
  Houston 1,975,000
• UT El Paso 2,170,000 UTHSC San
  Antonio 2,000,000
• UT Permian Basin 830,000 UT MD Anderson
  1,975,000
• UT San Antonio 2,238,000 UT Health
  Center Tyler 1,995,000
• UT Tyler 811,000
• Total 14,830,000 Total
  11,970,000
• Academic Library Collection 2,700,000
• Collaboration Projects 500,000

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FY 2009 Library, Equipment, Repair
Rehabilitation (LERR)Total Funding for UTSA
2,238,000

• Physical Education Building Fire Suppression
  450,000
• Expansion of Library Collection Shelving
  630,000
• Student Safety and Security 508,000
• ADA Access 150,000
• Science Bldg Teaching Lab Safety Rehabilitation
• (Requested 654,000) 500,000

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FY 2009 Faculty Science Technology Acquisition
Retention Program (STARs)Total Funding
20,000,000

Faculty STARs Program Academic Institutions
10,000,000
Faculty STARs Program Health Institutions
10,000,000
Benefits of Faculty STARs Program ?? Recruit and
retain best faculty in the nation ?? Develop and
strengthen research capacity ?? Pending and
issued patents ?? Encourage future research and
excellence ?? Collaboration with outside entities
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STARs Funding History

• Academic Institutions
• 2005 Faculty STARS 32,450,000 (UTSA received
  2,500,000 Competitive /
  2,717,388 Non-
  Competitive 5,217,388 Total)
• 2006 Faculty STARS 15,000,000 (UTSA received
  0)
• 2007 Faculty STARS 20,000,000 (UTSA received
  490,000)
• 2008 Faculty STARS 10,000,000 (UTSA received
  0)
• 2009 Proposed 10,000,000
• Health Institutions
• 2005 Faculty STARS 26,550,000
• 2009 Proposed 10,000,000
• Funds must be used for equipment or lab
  renovation only.
• Competitive awards overseen by a peer review
  chaired by the Exec VC

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Budget RulesFor Fiscal Year Ending August 31,
2009

• INITIAL BUDGET
• Any transfers subsequent to the approval of the
  initial budget shall be made only after
  consideration of the allocations, transfer
  limitations, and general provisions of the
  current general appropriations act. (See B
  Budget Amendments)

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Budget RulesFor Fiscal Year Ending August 31,
2009

• 2. All appointments are subject to the
  provisions of
• the U. T. System Board of Regents Rules and
  Regulations for the governance of The University
  of Texas System.
• 3. The established merit principle will be
  observed in determining salary rates.

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Budget RulesFor Fiscal Year Ending August 31,
2009

• All academic salary rates in the instructional
  departments are 9-month rates (Sept 1 May 31)
  unless otherwise specified.
• All appointments of classified personnel are
  based on 12-month rates and are made within
  appropriate salary ranges as defined by the
  classified personnel Pay Plan approved by the
  president or Chancellor. All appointments of
  administrative professional (AP) personnel are
  based on 12-month rates.

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Budget RulesFor Fiscal Year Ending August 31,
2009

• B. BUDGET AMENDMENTS
• Items requiring approval of the UT System
  Administration subsequent approval by the BoR
• Transfers from unappropriated EG fund balance
• New appointments of tenured faculty
• Award of tenure to any faculty member
• New appointment to Emeritus status.
• Appointments, promotions salary increases
  involving the President.

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Budget RulesFor Fiscal Year Ending August 31,
2009

• B. BUDGET AMENDMENTS (continued)
• Items requiring approval of the UT System
  Administration subsequent approval by the BoR
• f. Compensation changes, new contracts, or
  contract changes
• involving Athletic directors or head coaches.
• g. Compensation changes for EEs whose total
  annual
• compensation is 1,000,000 or above.
• h. Increases in budgeted amounts of 500,000 or
  more from
• income for EG, Auxiliary, Designated Funds,
  Service
• Departments, Revolving Funds and Plant Funds.

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Budget RulesFor Fiscal Year Ending August 31,
2009

• B. BUDGET AMENDMENTS (continued)
• Items requiring approval of the UT System
  Administration subsequent approval by the BoR
• Increases to Plant Funds of 500,000 or more
• which result from transfers from EG, Auxiliary,
  Designated Funds, Service Departments, and
  Revolving Funds.

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Budget RulesFor Fiscal Year Ending August 31,
2009

• B. BUDGET AMENDMENTS (continued)
• 2. Items requiring approval of the UT System
  Administration (non-docket)
• Reappropriation of prior year EG fund balances
  of 100,000 or more.
• Increases in budgeted amounts of 100,000 -
  499,999 from income for EG, Auxiliary,
  Designated, Service Departments, Revolving
  funds.
• Increases to plant funds of 100,000 - 499,999,
  which result from transfers from EG, Auxiliary,
  Designated, Service department Revolving funds.

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Budget RulesFor Fiscal Year Ending August 31,
2009

• B. BUDGET AMENDMENTS (continued)
• 2. Items requiring approval of the UT System
  Administration (non-docket)
• d. Compensation changes for EEs who total annual
• compensation is 500,000 or more but less
  than 1M.
• e. Salary increases involving tenured faculty of
  10,000 or
• more. This includes one time payments.
• f. Appointments promotions involving AP
  personnel
• reporting directly to a president, a vice
  president or the
• equivalent.

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Budget RulesFor Fiscal Year Ending August 31,
2009

• B. BUDGET AMENDMENTS (continued)
• 2. Items requiring approval of the UT System
  Administration (non-docket)
• g. Salary increases of 10,000 or more involving
  AP
• personnel reporting directly to the
  president, a vice president
• or the equivalent.
• h. All appointments and salary increases of
  10,000 or more
• involving employees other than athletic
  directors and head
• coaches under written employment contracts.

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Budget RulesFor Fiscal Year Ending August 31,
2009

• 4. EFFECTIVE DATE OF APPOINTMENTS SALARY
  INCREASES
• Any increase in an approved salary rate for the
  current fiscal year without a change in
  classification or position is not to be effective
  prior to the first day of the month in which the
  required final approval of the rate change is
  obtained.
• A salary rate increase resulting from an
  appointment to another classification or to a
  position involving new or different duties may be
  made effective to the time of the first
  performance of duties under the new appointment.

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Budget RulesFor Fiscal Year Ending August 31,
2009

• 4. EFFECTIVE DATE OF APPOINTMENTS SALARY
  INCREASES (continued)
• c. The effective date of an appointment is
  the date in which the individual is first to
  perform service for the institution under that
  appointment.
• d. The original appointment during a fiscal
  year of a person not in a budget for that year or
  not under an existing appointment for that year
  may relate back to the first performance of
  duties during the fiscal year although such
  person may have been employed in a previous
  fiscal year and although an increased salary rate
  for the same classification or position is
  involved.

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Budget RulesFor Fiscal Year Ending August 31,
2009

• 4. EFFECTIVE DATE OF APPOINTMENTS SALARY
  INCREASES (continued)
• c. The effective date of an appointment is
  the date in which the individual is first to
  perform service for the institution under that
  appointment.
• d. The original appointment during a fiscal
  year, of a person not in a budget for that year
  or not under an existing appointment for that
  year may relate back to the first performance of
  duties during the fiscal year although such
  person may have been employed in a previous
  fiscal year and although an increased salary rate
  for the same classification or position is
  involved.