Biennium Open Budget Forum April 2009

Transcription

1 Biennium Open Budget Forum April 2009

2 Table of Contents Eastern Washington University Open Budget Forum April 2009 Comparison of Governor, House, & Senate Proposals.. A-1 A-4 Biennial Budget Proposals Overview... B-1 B-2 Overview of Eastern Proposal by Program C-1 Open Budget Forum PowerPoint Presentation D-1 D-17 Academic Affairs PowerPoint Presentation E-1 E-9 4/7/2009

3 Eastern Washington University Proposed Budget Overview 4/3/09 Operating Budget General New Enrollments Eastern did not request any new enrollments for the biennium. Current state funded enrollment level is 9,184 FTES. EWU (9/1/08) Governor (12/18/08) Senate (3/30/09) House (3/31/09) FY2010 9,184 FTES 9,184 FTES 8,656 FTES 9,184 FTES FY2011 9,184 FTES 9,184 FTES 8,656 FTES 9,184 FTES Conference (April 2009) Operating Budget Budget Reduction The Governor s budget proposal states that the research and regional colleges and universities may offer fewer courses and reduce faculty positions. Students may experience larger class sizes and fewer support services. The Senate budget proposal instructs institutions to minimize the impacts on student services and instructional programs by maximizing reductions in administration and other non-instructional activities. FY2010 N/A -$7,086,000 -$11,340,000 -$9,016,000 FY2011 N/A An additional reduction of -$2,518,000 No additional reduction An additional reduction of -$8,768,000 Operating Budget Tuition Increases Resident Undergraduate (RU) tuition increase maximums. Unlimited tuition increases allowed for other fee paying categories. FY2010 and FY2011 N/A Limits RU tuition increases at Eastern to 7% over prior year for both FY2010 and FY2011 Limits RU tuition increases at Eastern to 7% over prior year for both FY2010 and FY2011. Limits RU tuition increases at Eastern to 10% over prior year for both FY2010 and FY2011 Page 1

4 Eastern Washington University Proposed Budget Overview 4/3/09 EWU (9/1/08) Governor (12/18/08) Senate (3/30/09) House (3/31/09) Conference (April 2009) Operating Budget Federal Stimulus Assistance / 7% Tuition Surcharge The Senate budget proposal considered implementing a 7% tuition surcharge in addition to the 7% authorized tuition increase. Instead of approving a tuition surcharge, the senate chose to meet this reduction using federal stimulus money. If federal funds are not received, the institution would face additional cuts. FY2010 N/A N/A Net if federal funds are received. Possible onetime reduction of -$5,522,000 if federal funds are not received. Net if federal funds are received. Possible onetime reduction of -$4,773,000 if federal funds are not received. Operating Budget Classified Salary Increases The Governor s budget and the Senate budget provide no funding for classified employee salary increases. Classified increases as bargained in contract. No salary increases for classified employees. No salary increases for classified employees. No salary increases for classified employees. Operating Budget Faculty and Administrative Exempt Salary Increases The Governor s budget proposal and the Senate budget proposal do not include any funds for faculty or administrative exempt salary increases. FY2010 N/A 0% 0% 0% FY2011 N/A 0% 0% 0% Operating Budget Maintenance and Operations Eastern requested M&O funds for the Hargreaves Hall addition, for Riverpoint Campus WSU support, and for the purchase of Riverpoint One. The Senate budget proposal provides funding only for the Hargreaves Hall addition. FY2010 $2,954,000 $166,000 $166,000 FY2011 Funding continues An additional $4,000 An additional $4,000 Page 2

5 Eastern Washington University Proposed Budget Overview 4/3/09 Operating Budget Math Science Teacher Endorsements The Governor s budget, the Senate budget, and the House budget all require the college of education to develop a plan, by October 30, 2009, to increase the number of math and science teacher endorsements and certificates granted by the institution. The plan shall address the college's math and science teacher endorsement and certification completion goals. Plan components may address: Student advising practices, increase outreach and recruitment efforts, linkages with university mathematics and science departments, and implementation of redesigned, innovative endorsement and certification programs. To accomplish this work, enrollments may need to be shifted from low-need endorsement and certificate areas to math and science. Operating Budget Senate s Performance Agreements The Senate budget requires public four year institutions to develop performance agreements for the period of September 1, 2009 through June 30, These agreements shall reflect the level of state, tuition and other resources appropriated or authorized for each intuition in this budget as well as reasonably anticipated changes in such resources for the two subsequent biennia as required to accomplish the higher education master plan as adopted by the legislature. The agreements shall build upon each institution s actual performance relative to the 2011 targets previously negotiated. Operating Budget Governor s Budget and House s Budget Restrictions The president and regents shall manage budget reductions to minimize the impact to students. In recognition of the fact that higher education is an important driver of economic development, each institution must continue to prepare graduates in certain programs with high employer demand. Eastern Washington University shall produce at least 463 graduates in the following programs: Natural resources/conservation, computer science, mathematics, engineering, physical sciences, biological sciences, and health professions/clinical sciences. EWU (9/1/08) Governor (12/18/08) Senate (3/30/09) House (3/31/09) Conference (April 2009) Operating Budget Unfunded Requests Faculty and Exempt Salaries Campus Safety Student Success and Retention Network Infrastructure Library Collection Academic Technology Alternative Teacher Education Collective Bargaining Unit 1 Collective Bargaining Unit 2 $10,977,000 $803,000 $3,036,000 $6,354,000 $200,000 $2,006,000 $185,000 $1,366,000 $178,000 Page 3

6 Eastern Washington University Proposed Budget Overview 4/3/09 EWU (9/1/08) Governor (12/18/08) Senate (4/1/09) House (April 2009) Conference (April 2009) Capital Budget New Appropriations Patterson Hall Construction Biology Chemistry Science Center Predesign Preventative Maintenance Minor Works- Health, Safety, Code Minor Works- Facility Preservation Minor Works- Infrastructure Preservation Minor Works- Program $28,000,000 $400,000 $2,217,000 $7,000,000 $8,550,000 $5,050,000 $21,400,000 $28,000,000 $400,000 $2,217,000 $2,500,000 $3,000,000 $1,500,000 $8,600,000 $28,000,000 $2,217,000 $2,500,000 $3,000,000 $1,500,000 $8,600,000 $400,000 $2,217,000 $2,500,000 $3,000,000 $1,500,000 $3,306,000 EWU Riverpoint The Governor s budget and the House budget gives Eastern permission to enter into a financing contract for the Riverpoint purchase. $5,500, 000 See Comment See Comment See Comment The Senate s budget authorizes acquisition of at least a 50% ownership in a Riverpoint facility contingent upon and following the sale of the Spokane Center. Capital Budget Reappropriations As requested by Eastern, the Governor s budget and Senate s budget funds capital reappropriations: Patterson Hall Minor Works Health, Safety, Code Minor Works- Facility Preservation Minor Works- Infrastructure Preservation Minor Works- Program $400,000 $1,500,000 $1,750,000 $2,500,000 $3,300,000 $400,000 $1,500,000 $1,750,000 $2,500,000 $3,300,000 $400,000 $1,500,000 $1,750,000 $2,500,000 $3,300,000 $400,000 $1,500,000 $1,750,000 $2,500,000 $3,300,000 Page 4

7 Biennial Budget Proposals Overview FY2010 and FY2011 April 2009 Executive level units were asked to submit budget reduction plans by February 9, Each executive level was assigned a proportional target based on the governor s budget proposal. The governor s budget proposed a permanent reduction of $7.086 million in FY2010 and an additional $2.518 million in FY2011 for a total reduction across the biennium of $9.604 million. At the university level, the reduction target was $9.604 million and a proposed reduction of $9.689 million was taken for both FY2010 and FY2011. Reduction plans were to be submitted along with unit priority rankings, a tie to the university strategic plan and priorities, justification of priorities and an assessment plan. Executive level units ranked each index as follows: Unit Priority 1 = Highest priority, core unit function, direct tie to strategic plan and goals Unit Priority 2 = Medium priority, function supports core priority 1 units, indirect tie to strategic plan Unit Priority 3 = Lower priority, services are important to provide, but not central to unit or strategic plan. Executive level units tied each index to the university level priority of Student Success in one of the following categories: Recruitment Retention Graduation Educational Experience Student Support Services Other Un its used the following strategies to accomplish reduction targets: Elimination of vacant positions General operations reductions Reduction of employee term of appointments Shifting of costs to non-state funding Unit reorganization Operations $1,703, % Pool Positions (Salary & Benefit) $1,134, % Reduction Proposal Total $9,688,633 Vacant Positions (Salary & Benefit) $2,911, % Filled Positions (Salary & Benefit) $3,939, % Summary of Reduction Plans submitted salary and benefit reductions total $7,985,241 and FTEs. Of these totals $4,045,823 and FTEs are reductions of either vacant single positions or pooled positions. Salary and benefit reductions amount to 82.4% of the reduction of $9,688,633. About 33.8% of the FTE positions eliminated are currently vacant in the permanent base budget. This does not include pool position funding. Next Steps President s recommendation on tuition UBC s recommendation Faculty Organization recommendation

8 Biennial Budget Proposals Overview Summary of Proposals submitted by Executive Level FY2010 and FY2011 April 2009 Executive Level Salary & Benefit Reduction Operations Reduction Total Reduction President -$277,702 $69,546 -$208,156 Athletics -$64,979 -$271,121 -$336,100 Academic Affairs* -$5,077,945 -$943,955 -$6,021,900 Business & Finance -$1,549,536 $117,259 -$1,432,277 Student Affairs -$517,199 -$164,601 -$681,800 Advancement -$316,331 -$569 -$316,900 Information Technology -$181,549 -$509,951 -$691,500 Institutional Total -$7,985,241 -$1,703,392 -$9,688,633 *No filled tenure/tenure track positions are being eliminated Student Affairs $681, % Business & Finance $1,432, % Advancement $316, % Reductions by Area Information Resources $691, % President $208, % Intercollegiate Athletics $336, % Academic Affairs $6,021, % Summary of unit reductions President s unit took all of their reduction in positions and reduced FTE by 3.7. Intercollegiate Athletics took 80.7% of their reduction in non-salary areas and reduced FTE by 1.5. Academic Affairs took 84.3% of their reduction in positions, including 40.0 faculty FTE**, 11.2 classified FTE and 10.1 administrative exempt FTE. Faculty positions reduced include 16.4 FTE vacant positions, 11.6 FTE quarterly faculty positions, and 12.0 FTE filled non-tenured positions. Business and Finance took 91.4% of their reduction in positions and the balance coming from non-salary areas. Positions decreased include 20.6 classified FTE and 5.4 administrative exempt FTE. Student Affairs took 75.9% of their reduction in positions, including 4.5 classified FTE for a total of $230,500 and 4.5 administrative exempt FTE for a total of $282,670. University Advancement took 99.8% of their reduction in positions, including 2.0 classified FTE and 3.0 administrative exempt FTE. Information Technology took 73.7% of their reduction in non-salary areas. The 2.5 FTE reduction includes 1.5 classified FTE and 1.0 administrative exempt FTE. **1 full time 9-month faculty =.75 FTE

9 Eastern Washington University Biennium Proposed Budget By Program-Governor's Reduction Exercise Prior Base Proposed Changes Personnel Operations Total Revised Base FTE Changes Prior Proposed Revised Base Changes Base 10 Instruction 43,521,931-3,688, ,296-4,196,829 39,325, Research 305, ,438-8, , Public Service 899,527-16,900-64,559-81, , Academic Support 6,977, , , ,719 6,255, Libraries 4,921, , , ,850 4,326, Student Services 11,279, , ,127-1,245,246 10,034, Institutional Support 14,288,346-1,892, ,815-2,030,085 12,258, Plant Operation and Maintenance 9,869, ,007-62, ,007 9,059, X Utilities 2,970, ,970, Institutional Total 95,033,000-7,985,241-1,703,392-9,688,633 85,344, Friday, April 03, 2009 Page 1 of 1

10 Eastern Washington University Open Budget Forum Hosted by the UBC April 06, 2009 D-1

11 Eastern s Planning Timeline February 2009 February- March 2009 April 2, 2009 April 6-7, 2009 April 27, 2009 April, 2009 May 15, 2009 Divisional budget proposals submitted Executive review of proposals UBC review of proposals begins Campus open forums Faculty Senate UBC recommendation to President Board of Trustees 1 st Read Budget June 25, 2009 Board of Trustees Approval 2010 & 2011 Budgets

12 Overview of Operating Budget Reduction Proposals Fiscal Year Governor Senate House 2010 Addt l reduction if no stimulus received -7,086,000-11,340,000-5,522,000-9,016,000-4,773, ,518, ,768,000 Total Reduction -9,604,000-16,862,000-22,557,000 Federal Stimulus Funding Total Base Reduction after one time stimulus infusion 0 5,522,000 4,773,000-9,604,000-11,340,000-17,784,000

13 Proposed Resident Undergraduate Tuition Authority Fiscal Year Governor Senate House % 7% 10% % 7% 10%

14 Capital Budget Proposals- New Appropriations Project Governor Senate House Patterson Hall 28,000,000 28,000,000 0 Biology, Chemistry, Science Predesign 400, ,000 Preventative Maintenance 2,217,000 2,217,000 2,217,000 Minor Works- Health, Safety, Code 2,500,000 2,500,000 2,500,000 Minor Works- Facility Preservation 3,000,000 3,000,000 3,000,000 Minor Works- Infrastructure Preservation 1,500,000 1,500,000 1,500,000 Minor Works- Program 8,600,000 8,600,000 3,306,000 Total New Appropriations 46,217,000 45,817,000 12,923,000 Note: All reappropriation requests were funded

15 University Budget Committee 11 members representing each division and campus constituency Reviewed proposals from each division Reviewed cost savings suggestions for feasibility Receives feedback from campus Provides recommendations to the President Does not write the budget

16 UBC Members Susan Anderson, Librarian Ted Carman, Finance and Planning Officer, Student Affairs LeeAnn Case, Assoc Vice President, Auxiliary and Business Services Bruce Defrates, Director of Financial Aid Dyanna Flores, Secretary, Military Science Raphael Guillory, Vice President Faculty Organization, Associate Professor, Counseling, Education, and Developmental Psychology Kym Grime, Director of Finance, University Advancement Ann LeBar, Associate Professor of History Don Ross, Compliance Office, Intercollegiate Athletics Vickie Shields, Dean, Social and Behavioral Sciences Annette Skaer, Executive Associate, Academic Resources and Planning Mary Voves, Vice President for Business and Finance, Ex Officio

17 University wide reduction proposal at Governor s level Filled Positions, $3,939, % Total Reduction Proposal $9,688,633 Operations, $1,703, % Pool Positions, $1,134, % Vacant Positions, $2,911, %

18 Reduction By Division Business & Finance $1,432,277 15% Student Affairs $681,800 7% University Advancement $316,900 3% Academic Affairs $6,021,900 62% Information Technology $691,500 7% President's Unit $208,156 2% Athletics $336,100 4%

19 Proposed Reduction by FTE Positions FTE Includes exempt, Classified, and Faculty positions Pool, Vacant, Filled, 59.46

20 Proposed Reduction, Positions by Type FTE Positions across all divisions Classified, Exempt, Faculty, 40.82

21 Proposed Reduction, Exempt Positions FTE All Divisions Vacant, 7.03 Filled, 21.09

22 Proposed Reduction, Classified Positions FTE All Divisions Vacant, Filled, 26.34

23 Proposed Reduction, Faculty Positions FTE Pooled, Filled, Vacant, No filled tenure/tenure track faculty positions are impacted

24 Next Steps UBC will continue evaluation of reduction proposals Faculty Senate budget overview April 27 UBC recommendations to the President Phase 2 budget planning summer and fall 2009 Phase 2 implementation

25 Panel Discussion Questions, Suggestions and Comments

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27 Academic Affairs Budget Forum April 6 and 7, 2009

28 Academic Affairs $16,000, $14,000, $12,000, $10,000, $8,000, $6,000, $4,000, $2,000, $ Reduction New Budget Central Academic Business and Education and Social and Arts and Letters Science Health Social Work and Library

29 Academic Affairs Reduction Percentage Central Academic Affairs 9% 10% 20% Business and Public Administration Education and Human Development 3% Social and Behavioral Sciences 9% Arts and Letters 28% 13% 8% Science Health and Engineering Social Work and Human Services Library

30 Academic Affairs Positions to be Eliminated Faculty Classified Exempt 0.00% 5.00% 10.00% 15.00%

31 Academic Affairs Budgeted Positions Eliminated Classified Exempt Faculty Eliminated (FTE) Reduced (FTE) Moved to other Funds (FTE)

32 Academic Affairs Budgeted Faculty Positions Eliminated Special Faculty Tenure/Tenture Track 2 0 Vacant (FTE) Filled (FTE)

33 Academic Affairs Round I Budget Reductions Economies: fewer low enrolled courses, increase in caps, reduction in reassigned time Merger of Academic Personnel with Human Resources Downsizing of Institutional Research Downsizing of support for Teaching and Learning Elimination of Faculty Fellows (but adding American Indian Studies faculty position)

34 Academic Affairs Round I Budget Reductions Reconfiguration of EWU Press End of participation in Pathways to Progress Movement of summer school and Running Start to Academic Affairs Movement of Graduate Studies office to Provost s office Faculty Voluntary Retirement Incentive Program

35 Academic Affairs Round II Budget Reductions Reduce six academic colleges to four (maintain current configuration through ) Reduce number of small departments Downsize Honors Program Downsize Graduate Studies Reduce costs of recruiting, student support, and budget management through collaboration with Student Affairs Reduce costs of student evaluation of teaching (method and frequency)