Financial Managers Meeting 31 August 2010 ALASKA S FIRST UNIVERSITY AMERICA S ARCTIC RESEARCH UNIVERSITY 1
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1 Financial Managers Meeting 31 August
2 AGENDA Safety Minute Any Introductions of new staff? Budget in $100 s For all budget items round up or down (not incl. restricted funds) 2 2
3 FY10 YEAR-END RECAP Tuition & Fees 8.6% Indirect Cost Recovery 9.6% Federal Receipts 3.0% Designated 0% Auxiliary 4% Restricted 30% FY10 Actual Revenues $417.3 Million Unrestricted 66% General Funds 56% FY10 Unrestricted Revenues $274.6 Million Other 2% Tuition & Fees 13% Indirect Cost Recovery 9% UA Intra- Agency 11% U of A Receipts 9% 3 3
4 FY10 UNRESERVED FUND BALANCE (UFB) FY09 UFB April Projection FY10 UFB F1 $4,063,595 $9,169,254 $9,953,421 F7 $3,938,920 $4,552,767 $5,192,605 FE $650,005 $1,272,740 $874,457 FL $4,413,435 $4,765,607 $4,935,529 TOTAL $13,065,955 $19,760,368 $20,956,
5 FY11 BUDGET $5.5 Million base internal budget realignment. $4.2M for existing commitments and $1.3M for performance based budgeting priorities $9.9M Fund 1 unreserved fund balance to bridge FY11 To meet the $5.5M obligation: Each Vice Chancellor and Provost was asked to pull back a percentage of unrestricted funds (2.5 to 6.5 percent) Higher assessments were applied to administrative functions Pull backs were based on assessment of strategic issues, opportunities and past performance 5 5
6 CONT- PBB & Existing Obligation Distribution FY11 reallocation: Where it came from and where it went reallocation_detail.pdf Wants we get our budget balanced we will start processing BR to move PBB, EO and FY10 UFB FY11 Pull Back We will be working with units to ensure that non-distributed pull backs are completed as soon as possible. 6 6
7 NSF Overrides CONT- No changes to budget rollups during fiscal year Compliance Review What to look for in FY11 Faculty Market Start review, but not distributed until fall assignments are setup. Covering 100% salary/benefits (as reserves allow) Recharge Review Status FY12 rate proposals due April 1 st Check out the website: 7 7
8 CONT- Budget Revisions: Updates & Changes (Hand-Out) OGCA Procedure for Overrun Write Offs-Notice of Intent to Implement No Fall Financial Review w/ Statewide. We will produce an FY10 Review Document Fall Meetings with Departments are being schedule now. We will discuss FY06_FY10 actuals, position budgeting, FY11 pull back impacts and other unit specific issues. 8 8
9 CONT- Non-Cash Awards Reporting 3 rd Qtr 6/16/10 through 9/15/10 due Wednesday 9/22/10 4 th Qtr 9/16/10 through 12/15/10 due Wednesday 12/15/10 4th Qtr (final) 12/11/10 through 12/31/10 due Tuesday 1/4/11 Changes to Financial Services Website Labor reports access instructions Account codes listing Banner/QMenu/QAdhoc/Vista Plus/Secure Shell/edir Separate Access Form for HR Use current access request form on website 9 9
10 CONT- FY11 Management Reports Due dates tentative based upon actual month-end close September report due October 15 th October report due November 12 th November report due December 10 th December report due January 14 th January report due February 18 th February report due March 18 th March report due April 18 th April report due May 13 th Department meetings to discuss FY10 and FY11 with VCAS & Provost are being scheduled now
11 CONT- Financial Managers Meeting Schedule (last Tuesday of the month), 9:00 10:00 a.m. September 28, 2010 (Butro, Board of Regent s Conf Rm) October 26, 2010 November 30, 2010 January 25, 2011 February 22, 2011 March 29, 2011 April 26, 2011 May 31, 2011 Other issues? 11 11
12 12 12
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