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Table 1

CALIFORNIA STATE UNIVERSITY, SAN BERNARDINOJULY REVISION SUMMARY

IN SUPPORT OF $26.3 BILLION STATE DEFICIT

CSU 2008-09 General Fund Allocation $2,958,625,649

State Budget Actions Affecting CSU CSU Baseline Budget Reductions ($591,100,000) CSU One-Time Budget Reductions (717,500,000) Total Reductions (1,308,600,000)

CSU One-Time Federal Stimulus Augmentation 640,000,000

Sub-Total CSU Budget Reductions ($668,600,000)

Revenue from Original 10% Fee Increase (net of F.A.) 84,784,000

Total State Budget Actions Shortfall ($583,816,000)

CSU Budget Adjustments Mandatory Costs (39,672,000) Reduction of deficit due to furloughs/layoffs 273,033,000 Additional 20% fee increase (Net of F.A.) 168,778,700 Enrollment reduction by 2010-11 to 90.5% of '08-'09 Target

402,139,700

CSU Unresolved Budget Impact ($181,676,300)

CALIFORNIA STATE UNIVERSITY, SAN BERNARDINOSUMMARY OF FEBRUARY 2009-10 GENERAL FUND ALLOCATION CHANGES

2009-10 Budget Act (February) CSUSB

2008-09 General Fund Allocation $106,426,988 General Fund Adjustments for 2009-10

PERS Retirement (46,630)

Contribution to New Space Funding Pool (293,400)

New Space Allocation 24,100

SUG Adjustment 1,277,900

General Fund Reduction (CSU $66.3M) (2,449,000) (1,487,030)

2009-10 General Fund Allocation $104,939,958 General Fund Allocation Reduction - % -1.4%

Table 2

CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO

SUMMARY OF JULY 2009-10 GENERAL FUND ALLOCATION CHANGES

2009-10 Budget Revision (July) CSUSB

Starting Allocation Balance $104,939,958

General Fund Baseline Reduction (CSU $591.1M) (23,009,600)

General Fund One-Time Reduction (CSU $77.5M) (3,030,700) (26,040,300)

2009-10 General Fund Allocation per July Revision $78,899,658

General Fund Allocation Reduction - % -24.8%

Table 3

CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO

PLANNING BUDGET HISTORY

FY 2002-03 FY 2008-09 Net Change

General Fund $92,292,000 $106,426,988 $14,134,988

State University Fees 22,200,000 53,000,000 30,800,000

Non-Resident Fees 4,000,000 3,400,000 (600,000)

Other Student Fees 930,000 1,000,000 70,000

Total Budget $119,422,000 $163,826,988 $44,404,988

Less: Total Mandatory Costs (increases to salaries, health benefits, retirement benefits, utilities, etc.) (53,994,460)

Total Budget Reductions ($9,589,472)

Table 4

Table 5

CALIFORNIA STATE UNIVERSITY, SAN BERNARDINOFY 2009-10 PLANNING BUDGET SUMMARY

FY 2009-10 FY 2009-10

(February 2009) (July 2009)

General Fund $104,939,958 $78,899,658

State University Fees (net of SUG) 53,000,000 62,300,000

Non-Resident Fees 3,400,000 4,200,000

Other Student Fees 1,000,000 1,000,000

Total Budget 162,339,958 146,399,658

Prior Year Budget (163,826,988) (162,339,958)

Net Change in Budget (1,487,030) (15,940,300)

Less: New Mandatory Cost (1,277,900) (1,217,100)

Total Budget Reductions ($2,764,930) ($17,157,400)

Enrollment Target (Resident FTEs) 14,415 14,127

1. Student fee levels reflects the 2008/09 rate; 2009/10 rates are not available.

2. Comparison Average Does Not Include CSU. In 2009/10, average does not include CSU, Cleveland State, Wayne St., GMU or UWis.

3. Includes State University Fee $4,026 and average campus mandatory fees $801; total $4,827.

Table 6

2008/09 CSU Comparison Institution

Academic Year Resident Undergraduate, Student Fee Levels

2009/10

Rutgers University (Newark, NJ) $11,562

Illinois State University (Normal, IL) $10,672

University of Connecticut (Storrs, CT) $9,886

University of Maryland, Baltimore County $8,872

Wayne State University (Detroit, MI) 1 $8,751

Cleveland State University 1 $7,920

University of Wisconsin at Milwaukee 1 $7,906

University of Texas at Arlington $8,186

Comparison Average 2 $7,904

George Mason University (Fairfax, VA) 1 $7,512

University of Colorado at Denver $6,542

State University of New York at Albany $6,698

Georgia State University at Atlanta $7,298

Arizona State University at Tempe $6,846

North Carolina State University $5,527

University of Nevada at Reno $4,856

California State University 3 $4,827

Table 7

CALIFORNIA STATE UNIVERSITY, SAN BERNARDINOFY 2009-10 MANDATORY COSTS & PERSONNEL ACTIONS

Budget Decrease per July Revision ($15,940,300)

Less CSU Mandatory Costs: PERS Retirement 46,630 Health & Dental Benefits (420,000) New Space (24,100) Utilities (360,000) State Interest Payment (10,600) Risk Management (106,860) Faculty Post Promotion Increases (PPI) (342,170)

(1,217,100)

Total Baseline Budget Reduction ($17,157,400)

Reduction of deficit due to furloughs/layoffs 10,137,000

FY 2009-10 Budget Deficit ($7,020,400)

Table 8

CALIFORNIA STATE UNIVERSITY, SAN BERNARDINOFY 2009-10 CAMPUS CENTRAL RESERVE

Baseline Reserve One-Time Reserve

Beginning Balances as of July 1, 2009 $745,204 $1,210,936

Additional Funds

2008-09 Student Revenue Surplus 2,300,000 Central Accounts: 250,000

(savings: risk mgmt., credit card exp., one-time benefits, etc.)

Interest Earnings 775,000

Sub-Total Available $745,204 $4,535,936

Less Expenses CMS Expense (500,000)

Reserve Balances $745,204 $4,035,936

Table 9

CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO

FY 2008-09 TRAVEL & EQUIPMENT SAVINGS

Expense Type President Stu Affairs Acad Aff Admin Fin Univ Adv IRT Total

TRAVEL 07/08 Travel 28,785.64 138,348.68 817,265.53 146,770.25 58,297.26 108,413.68 1,297,881.04 08/09 Travel 25,752.73 113,061.77 608,176.05 62,293.81 36,139.22 34,733.47 880,157.05

Difference (3,032.91) (25,286.91) (209,089.48) (84,476.44) (22,158.04) (73,680.21) (417,723.99)% of Difference -10.54% -18.28% -25.58% -57.56% -38.01% -67.96% -32.19%

EQUIPMENT 07/08 Equipment 106.57 65,920.81 124,488.12 123,114.05 0.00 181,239.41 494,868.96 07/08 IT Hardware 3,411.71 99,455.75 212,153.80 24,205.85 0.00 474,355.70 813,582.81 Sub-Total 3,518.28 165,376.56 336,641.92 147,319.90 0.00 655,595.11 1,308,451.77

08/09 Equipment 2,326.81 21,011.34 113,317.07 13,436.62 0.00 74,941.07 225,032.91 08/09 IT Hardware 0.00 46,947.54 127,134.22 6,459.48 0.00 591,819.06 772,360.30 Sub-Total 2,326.81 67,958.88 240,451.29 19,896.10 0.00 666,760.13 997,393.21

Difference (1,191.47) (97,417.68) (96,190.63) (127,423.80) 0.00 11,165.02 (311,058.56)% of Difference -33.87% -58.91% -28.57% -86.49% 0.00% 1.70% -23.77%

TOTAL Total Difference (4,224.38) (122,704.59) (305,280.11) (211,900.24) (22,158.04) (62,515.19) (728,782.55)Total % of Difference -13.08% -40.40% -26.46% -72.05% -38.01% -8.18% -27.96%

Table 10

CALIFORNIA STATE UNIVERSITY, SAN BERNARDINOFY 2009-10 DEFICIT SUMMARY

Estimated Deficit

Baseline Deficit (3,989,700)

One-Time Deficit (1X) (3,030,700)

Total ($7,020,400)

Table 11

CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO

FY 2009-10 RECOMMENDATIONS

Recommendation #1 Baseline One-Time Division

Reserve Reserve Reductions Total

$0 $2,030,700 $4,989,700 $7,020,400

Remaining Balances $745,204 $2,005,236 $2,750,440

Recommendation #2 Assign to Academic Affairs 80 percent of its proportionate share of the reduction.

Table12

CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO

FY 2009-10 DIVISION REDUCTIONS

BASELINE ONE-TIME TOTAL

% of Budget*

Division Baseline

Reduction

Division 1x Funds

Reduction

Central 1x Funds

ReductionTotal

Reduction

President's Office 5.94% $60,452 $15,148 $30,761 $106,361

Academic Affairs 3.30% 2,197,391 550,628 1,118,160 3,866,179

Admin & Finance 5.94% 933,485 233,915 475,012 1,642,412

Student Affairs 5.94% 351,543 88,091 178,885 618,519

Advancement 5.94% 154,281 38,660 78,507 271,448

IRT 5.94% 292,548 73,558 149,375 515,481

Total $3,989,700 $1,000,000 $2,030,700 $7,020,400

* Division Baseline Budgets used in calculation have been reduced for Financial Aid and EOP Programs.

Table 13

CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO

FY 2009-10 CAMPUS IDENTIFIED STAFF FURLOUGH DAYS

Month Staff

August 14th, 28th

September 11th, 18th

October

November 27th

December 21st, 22nd, 23rd, 24th

January 8th

February

March

April 2nd

May

June 25th, 28th

Total Days 13

Table 14

CALIFORNIA STATE UNIVERSITY, SAN BERNARDINOADVISORY COMMITTEE ON EFFICIENCY & EFFECTIVENESS

CHARGE:To develop recommendations regarding CSUSB future organization, policy, process, revenue and/or expenditure patterns, which would help make the institution more efficient, effective and/or provide budget savings without compromising achievement of the university's instructional, research and service missions.

MEMBERS: TITLE:

JIM APPLETON PRESIDENT EMERITUS - UNIVERSITY OF REDLANDS

DOROTHY CHEN-MAYNARD FACULTY SENATE CHAIR

LOU FERNANDEZ - CHAIR PROVOST EMERITUS

SPENCER FREUND VP OF INFORMATION RESOURCES & TECHNOLOGY

JAMES FUKAZAWA ASI PRESIDENT (2009-10)

LUIS GOMEZ PRESIDENT EMERITUS - CRAFTON HILLS COLLEGE

KATHY HANSEN DIRECTOR - PROCUREMENT & SUPPORT SERVICES

JOHN HATTON RETIRED DIRECTOR OF CSUSB HEALTH & PSYCHOLOGICAL COUNSELING CENTER

JERRY PRITCHARD RETIRED ASSOCIATE PROVOST & PROFESSOR EMERITUS

JOHNNIE ANN RALPH RETIRED UNIVERSITY LIBRARIAN & LIBRARIAN EMERITUS

BILL TAKEHARA RETIRED AVP - FINANCIAL OPERATIONS

STAFF:

RISA DICKSON - FACILITATOR EXECUTIVE ASSISTANT TO THE PRESIDENT

BOB WILSON - STAFF SUPPORT AVP - FINANCIAL OPERATIONS

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