Town Hall Budget ForumFebruary 9 & 10, 2015

Please hold questions to the end!

Town Hall Budget Forum

Governor’s Budget Proposal

Major Dimensions

Proposed Public Authority - effective July 2016

Proposed Budget Cuts

– Tuition Freeze and GPR Reduction

Governance Most Provisions in Chapter 36 moved to Board Policy (including shared governance and tenure) Authority empowered to make own rules

Tuition/Pricing Undergraduate resident tuition frozen 2015-17

Capital Planning/Construction Procurement Human Resources/Personnel

Board oversees pay plan; developing personnel structure and policies No supplemental funding from compensation reserve Health insurance and retirement benefits will remain unchanged

Budget Starting in 2018-19, the Authority’s GPR adjusted by prior year’s Consumer Price Index Authority pays for municipal services Authority will oversee deposits and investments

Public Authority

The Budget Cut for 2015-2017 Biennium

Proposed $300 million cut to GPR funding to UW System.

This cut is too big. This cut is applied too fast.

Inside the Numbers … Funding

UW System

GPR reduction is being talked about as a $300 million cut over the two-year biennium. Biennial Math: When $150 million in

the first year is continued in the second year, there is a combined

total of $300 million.

UW OshkoshLegislative Fiscal Bureau early estimates show UW Oshkosh could receive a 4.9 percent base reduction if based on our institution’s percentage of total UW System GPR.

UW System UW Oshkosh

FY 2013-14 Base Reduction

$32,844,300 $1,608,635

2014-15 GPR Budget

$1,178,197,283

($933,087,183 less debt service)

$46,520,356

($33,469,952 less debt service)

FY 2015-16 Base Reduction

$150,000,000 $7,346,600

Potential Base Reduction as % of GPR less debt service

-16.1% -21.9%

UNIVERSITY OF WISCONSIN OSHKOSH

2014-15 OPERATING BUDGET $265,464,029 total

[$207,464,029 without Direct Lending]

Aggregate Budget for UW Oshkosh:

$265,464,029

Federal Funds $86,205,188

Gifts, Grants & Contracts $4,798,716

Auxiliaries $50,508,667

53%

43%

GPR $46,520,356

Tuition $66,931,102

GPR + Tuition/Fees Total: $113,451,458

Program Revenue $10,500,0004%

Base

UNIVERSITY OF WISCONSIN OSHKOSH

2014-15 OPERATING BUDGET

Available funds to manage the cuts

“Available” Budget for UW Oshkosh

minus debt service and utilities:

$106,917,756

Includes all funds that can

be used for the budget cut.

GPR $29,486,654

Tuition $66,931,102

GPR + Tuition/Fees Total: $96,417,756

10%

90%

Program Revenue $10,500,000

Base

Payroll Expenses – Salaries plus benefits $95,974,762

Non-Payroll Expenses – Everything else $10,942,994

UNIVERSITY OF WISCONSIN OSHKOSH

2014-15 OPERATING BUDGET

What do we spend?

UNIVERSITY OF WISCONSIN OSHKOSH

2014-15 OPERATING BUDGET

Available to manage the cuts

“Available” Budget for UW Oshkosh

minus debt service and utilities:

$106,917,756

Includes all funds that can

be used for the budget cut.

Payroll Expenses Non-payroll Expenses$0

$10,000,000

$20,000,000

$30,000,000

$40,000,000

$50,000,000

$60,000,000

$70,000,000

$80,000,000

$90,000,000

$100,000,000

$95,974,762

$10,942,994

Budg

eted

Dol

lars

The Way Forward …

This will be a very challenging budget. We must consider serious changes in

programs, operations, services and staffing. We will need great transparency,

communication, and campus engagement to manage this level of cuts.

The Way Forward …

Reduce Staffing Levels Hiring Freeze Attrition – Separations, Voluntary Departures Retirements Layoffs

Program, Organization & Structure Academic and Non-Academic Program Changes Administrative & Organizational Changes Review Existing Services: Centralized v.

Decentralized Reassignments

Revenue We must increase revenue from all sources possible. We must make investments in Admissions and Enrollment Management.

The Way Forward …

Strategic Planning Provost Lane Earns will lead Will commence immediately Must be complete by end of Fall 2015

New Budget Structure Chancellor’s Study Group – Budget Structure Lori Worm, Ryan Haley, Fred Yeo, John Koker

The Way Forward …

Leadership Council

Shared Governance Leadership

1. Faculty Senate President

2. Senate of Academic Staff President

3. Oshkosh Student Association President

4. University Staff Council President

Chancellor’s Office

5. Chancellor

6. Special Assistant to the Chancellor

7. Director of Equity and Affirmative Action

Division of Academic Affairs

8. Provost & Vice Chancellor for Academic Affairs

9. Dean of the College of Letters & Science

10. Dean of the College of Education & Human Services

11. Dean of the College of Nursing

12. Dean of the College of Business

13. Dean of Graduate Studies

14. Dean/Assistant Vice Chancellor of Lifelong Learning & Community Engagement

Division of Student Affairs

15. Vice Chancellor for Student Affairs

16. Assistant Vice Chancellor for Student Engagement & Success/Dean of Students

Division of University Advancement

17. Vice Chancellor for University Advancement & President of the UWO Foundation, Inc.

18. Assistant Vice Chancellor for Integrated Marketing Communications

Division of Administrative Services

19. Vice Chancellor for Administrative Services

20. Associate Vice Chancellor for Administrative Services

Leadership Council

Shared Governance Leadership

1. Kay Neal

2. Lisa Szromba

3. Jordan Schettle

4. Jill Reichenberger

Chancellor’s Office

5. Andrew Leavitt

6. Tom Grogan

7. Ameerah McBride

Division of Academic Affairs

8. Lane Earns

9. John Koker

10. Fred Yeo

11. Suzanne Marnocha

12. Bill Tallon

13. Susan Cramer

14. Karen Heikel

Division of Student Affairs

15. Petra Roter

16. Sharon Kipetz

Division of University Advancement

17. Art Rathjen

18. Jamie Ceman

Division of Administrative Services

19. Tom Sonnleitner

20. Lori Worm

We must continue to be a functioning university Continuation of essential travel policy Title changes, progressions, re-classifications, equity increases

will proceed in the normal way. LTE positions in the current year are permitted as this year's

budget allows.

This will be a collaborative and transparent process. A website will be created.

Everything is on the table to help move us forward. We have options.

Stay Positive!

What can you do?

We need: Your ideas and input Your continued level-headedness Your constructive advocacy

Help build a transformed university

Key Dates…

State-Level Board of Regents Meeting: March 5, 2015 Review by the Joint Finance Committee into March Completion by July 1, 2015

Campus-Based Town Hall Sessions (February) Breakfast Forums (February-April) Leadership Council (February-on)

Administrative & Organizational Leaders Shared Governance Leaders