Budget UpdateBudget Update Budget UpdateBudget Update

Elva Martinez, Assistant Director Budget Planning and DevelopmentFebruary 19, 2013

Elva Martinez, Assistant Director Budget Planning and DevelopmentFebruary 19, 2013

83rd Legislative Session 2014-2015Budget Update

83rd Legislative Session 2014-2015Budget Update

Legislative Appropriations Request Process

Fiscal Notes Process and Bills to Watch

Operating Budget• Tuition and Fee Forecast• Trend Semester Credit Hours (SCH) • Mid-year Revenue Adjustments• FY14 Budget Planning Calendar• Training Classes

Q&A

Legislative Appropriations Request Process

Fiscal Notes Process and Bills to Watch

Operating Budget• Tuition and Fee Forecast• Trend Semester Credit Hours (SCH) • Mid-year Revenue Adjustments• FY14 Budget Planning Calendar• Training Classes

Q&A

3

83rd Legislature 2014-2015Legislative Appropriation Requests (LAR) Process

83rd Legislature 2014-2015Legislative Appropriation Requests (LAR) Process

Texas’ two-year budget takes roughly twice that amount of time to prepare,produce, and administer. Agencies develop their appropriations requests in thefirst year, the legislature approves the General Appropriations Act in the secondyear, and the budget is implemented over the next two years. Texas Budget 101,http://www.senate.state.tx.us/SRC/pdf/Budget_101-2011.pdf.

Strategic Planning – Spring 2012

LAR Submission – Summer 2012

Legislative Budget Board (LBB) and Governor’s Office Budget Recommendations – Fall 2012

General Appropriations Act – Spring 2013

4

83rd Legislative Session 2014-2015 Fiscal Notes Process and Potential Impacts

83rd Legislative Session 2014-2015 Fiscal Notes Process and Potential Impacts

Fiscal Notes Process

State statute requires a fiscal note be prepared and accompany a bill or joint resolution as it goes through the legislative process. A fiscal note is a written estimate of the costs, savings, revenue gain, or revenue loss that may result from implementation of requirements in a bill or joint resolution.

Bills to Watch: Guaranteed Tuition Rate Plan

Set-Aside Tuition for Financial Assistance

Tuition Exemptions – Hazlewood

Concealed Handguns

Tuition and Student FeesTuition and Student Fees

TOTAL TuitionTOTAL Tuition Statutory TuitionStatutory Tuition Designated TuitionDesignated Tuition

Lab & Supplemental FeesLab & Supplemental Fees

TOTAL Mandatory Student FeesTOTAL Mandatory Student Fees Desig - Mandatory Student FeesDesig - Mandatory Student Fees Auxiliary - Mandatory Fees Auxiliary - Mandatory Fees

TOTAL Incidental Student FeesTOTAL Incidental Student Fees Desig. Program, Course FeesDesig. Program, Course Fees Auxiliary Student Parking SrvsAuxiliary Student Parking Srvs

TUITION AND STUDENT FEESTUITION AND STUDENT FEES

Budget Budget 20122012

$143,906$143,90644,69544,69599,21199,211

261261

$68,077$68,07741,57741,57726,50026,500

$22,361$22,36118,97618,976

3,3853,385

$234,605$234,605

Budget Budget 20132013

$150,602$150,60246,38546,385

104,217104,217

299299

$68,615$68,61540,37340,37328,24228,242

$25,164$25,16421,64321,643

3,5213,521

$244,680$244,680

Forecast Forecast FY2013 FY2013

$158,031$158,03152,69652,696

105,335105,335

290290

$68,734$68,73440,45740,45728,27728,277

$26,388$26,38822,86722,867

3,5213,521

$253,443$253,443

(In thousands)

Based on Spring Census data

0

100

200

300

400

500

600

700

800

FY 2010 FY 2011 FY 2012 Frcst FY 2013

Grad Non Res

Grad Res

UG Non Res

UG Res

Paying Semester Credit HoursPaying Semester Credit Hours

714.3728.0

708.4

(in th

ousa

nds)

693.1

7

Mid-Year and Budget FY14 Revenue Projections & Assumptions Mid-Year and Budget FY14 Revenue Projections & Assumptions

Methodology: Revenue projections are based on enrollment (paying SCH and/or student headcount)

Current Year Revenue Projections FY13 Forecast Revenue Projections for FY13 are currently under

review and will be provided to fee administrators by the end of February with recorded budget adjustments, as needed.

Budget Year FY14 Revenue Projections for FY14 will be coordinated and provided

to fee administrators no later than March 30th.

Any deviations to these projections will need to be discussed and approved by the Sr. Budget Director prior to departmental completion of BUD documents before April 15th

Expense Budgets - Status Quo Budgets E&G (14 accts) + 19 accounts funded with Designated Tuitions (i.e. 19-7)

Expense Budgets - Status Quo Budgets E&G (14 accts) + 19 accounts funded with Designated Tuitions (i.e. 19-7)

Status Quo Base Budgets Departmental Operating budget preparation assumes no new money,

i.e. ‘same base budgets’ BUD process begins before budget planning is complete University Strategic Resource Planning Council will review budget

recommendations in late Spring pending state budget changes (GAA) and other revenue projections

Budget Office will update budgets for new funds awarded and any possible required reductions

Exception: Budgets funded by fees

Status Quo Base Budgets Departmental Operating budget preparation assumes no new money,

i.e. ‘same base budgets’ BUD process begins before budget planning is complete University Strategic Resource Planning Council will review budget

recommendations in late Spring pending state budget changes (GAA) and other revenue projections

Budget Office will update budgets for new funds awarded and any possible required reductions

Exception: Budgets funded by fees

9

Budget Permanent Position FundingPre-Planning Salary Review Reports

Budget Permanent Position FundingPre-Planning Salary Review Reports

Budget Office will provide salary review reports by Thursday, March 7th via Rowdy Space similar to previous years.

Reports are provided to assist in validating budgeted positions and the permanent funding requiring permanent transfers

Permanent positions (filled or vacant) will load from HRMS assignments based on updated salary rates. However, position attributes (i.e., % time, % distribution, etc.) are used to calculate budget dollars from HRMS ‘Budgetary Funding FY13-14’.

To ensure BUD Documents reflect updated permanent positions, we request your review.

Any permanent transfers and HRMS Budgetary Funding updates will need to be processed by March 22nd to be reflected in BUD Documents and updated salary budgets.

FY 14 Budget Planning CalendarFY 14 Budget Planning CalendarJan 30 Census Date Spring 2013 Semester

Mar 20 Revenue Projections and Debt Service Budgets to Fee Funded areas

Mar 7-22

Budget coordination to validate permanent positions, review funding available in salary accounts and request permanent transfers to cover overages; otherwise updates will be made by departments in BUD system

Mar 27 – 28 Budget Training – Overview and new BUD Document

Apr 1 FY14 Budget BUD Document Preparation Begins (System opens to departments)

Apr 1 – 3 Budget Training – Hands on training available

April timeframe Strategic Resource Planning Council reviews FY13 Revenue projections; Resources and Requirements; and, Campus Budget Process

TBA by Areas Internal Department Deadlines for Budget Document review and approval

April 24 FY14 Budget Documents are due to Budget Office (System closes to departments)

May 9 Board of Regents approves Budget Policies

May 20 Budget Office updates system for approved budget changes; final debt service and interest

May 30 – Jun 6 Preparation for UT System Budget Goals & Priorities Hearing

Jun 28 1st Draft FY14 Operating Budget due to UT System

July 19 Final FY14 Operating Budget due to UT System

August 21 -22 FY14 Operating Budgets approved by Board of Regents

BUD Document Preparation BUD Document Preparation Training ScheduleTraining Schedule

BUD Document Preparation BUD Document Preparation Training ScheduleTraining Schedule

11

Course ID / Course Name Start Date Location Class Times

AM565 BUD Overview and Preparation March 27, 2013 UC 2.212 10:00AM - 12:00PM

March 28, 2013 BV 1.338 (Downtown) 10:00AM - 12:00PM

AM566 BUD Hands-On Workshop

April 1, 2013 BB 3.02.06 10:00PM - 12:00PM

April 2, 2013 DB 2.222 (Downtown) 2:00PM - 4:00PM

April 3, 2013 BB 3.02.06 10:00AM - 12:00PM

http://utsa.edu/financialaffairs/Budget/

QuestionsQuestions

QuestionsQuestions