University of Hawai i

Transcription

1 University of Hawai i Board of Regents Workshop on the Draft Budget for the Fiscal Biennium July 1, 27 June 3, 29 Workshop Outline I. Framework for the Budget Process II. The Process III. The Results IV.Questions & onclusion

2 University of Hawai i System Planning State Priorities Institutional Mission UH System Plan ampus Strategic Plans ampus Facilities Plans Biennium Priorities Operating & IP Budget Objectives Biennium Budget Request Source: University of Hawai i System Strategic Plan: Entering the e University s Second entury, 22 21, 21, June Second Decade Project To identify the higher education needs of the State of Hawai i in the next decade; To determine those needs that should be met by which of the campuses within the UH system; To determine the means by which those responsibilities should be financed; To determine the relative priority of state higher education needs by region of the state; and To use this information to inform the Biennium Budget proposal development

3 Hawai i s Higher Education Needs 1. Increase the educational capital of the state 2. Expand workforce development initiatives 3. Assist in diversifying the economy 4. Address underserved regions and populations of the state Biennium Budget Planning How can UH expand service to better meet state needs? How can UH increase student participation and success? How will we know we have succeeded? How will we pay for these initiatives?

4 The Biennium Budget Proposal Development Process Budget Policy Paper, BOR approved ampus Processes Stocktaking Presentations Biennium Budget Advisory ommittee Executive Budget Advisory ommittee BOR Workshop President, BOR Review, Approval ampus Processes Include General Funds and Tuition and Fees Special Funds Reallocate base budget before asking for new money ategorize and prioritize along State Needs Use ceilings to begin deliberations

5 Stocktaking Presentations System-wide Groups March 2 & 21, 26 All ampus ouncil of Faculty Senate hairs Pūko a ouncil UH Student aucus ommission on the Status of Lesbian, Gay, Bisexual, Transgender, and Intersex Equality ommission on the Status of Women Faculty of African Descent Nursing onsortium Travel Industry Management onsortium UH System Library ouncil Stocktaking Presentations ampuses and Systems April 24, 25 & 26, 26 Mānoa ampus Hilo ampus West O ahu ampus Each ommunity ollege ampus ommunity ollege System UH System Follow-up meeting June 6,

6 Biennium Budget ommittee Members from These onstituencies AFS Pūko a ouncil Student aucus UH Mānoa UH Hilo UH West O ahu UH ommunity olleges UH System Meetings: June August, met once a week for 2 ½ hours, twice a week in July Setting the eiling Budget request needs to be responsible and reasonable-- --not a wish list UH needs to take responsibility for making the difficult decisions for the use of limited resources Request needs to support the University s obligation to address State needs

7 Level of urrent Funding UH Enrollment and Share of State General Funds 14 Percent Headcount 53, Fall Enrollment (Projected) 51, 49, 11 47, 1 45, 9 43, 8 41, % Share of General Funds 7 39, Fiscal Year % Share Enrollment Note: UH enrollment projections are preliminary. 13 PROGRAM UOH 21, UH Hilo UOH 22, SBD UOH 881, Aquaria TOTAL UH UH Biennium Budget Program hange Requests BI General Funds UOH 1, UH Manoa (1) UOH 7, UH West O ahu UOH 8, UH ommunity olleges UOH 9, UH Systemwide Programs BOR Request PR'S ,689, ,91, , 7. 7,368, ,48, ,613,883 FY Executive PR'S ,,. 3,, onference PR'S ,749, 28. 1,399, ,5 5. 2,57, ,343, ,142, ,676, ,897,12. 15,,. 15,, ,643, ,27,262 Prepared by UH Budget Office. PR totals do not include transfers between programs or pass through adjustments (1) Includes $31 million emergency appropriation for Mānoa Flood 14.. BOR Request PR'S ,688, ,416, , ,681,51. FY Executive PR'S Date: 6/27/6 onference PR'S ,989, 31. 1,869, , 62. 3,535,99.

8 UH Supplemental Budget Program hange Requests BI General Funds PROGRAM UOH 1, UH Manoa UOH 21, UH Hilo UOH 22, SBD UOH 7, UH West O ahu UOH 8, UH ommunity olleges UOH 881, Aquaria UOH 9, UH Systemwide Programs TOTAL UH BOR Request PR'S ,37, ,627, , ,232, ,573, ,51,457 FY Executive PR'S ,252, ,745, , ,61, ,113, ,879,681. 1,5, , ,19,53 Prepared by UH Budget Office PR totals do not include transfers between programs or pass through adjustments 15.. Date: 8/21/6 onference PR'S ,2, ,949, , ,215,77 Type of Tax General Excise & Use Income Individual Income orporation Public Service ompany Insurance Premiums Tobacco & Licenses Liquor & Permits Banks & Other Fin orps Inheritance & Estate onveyance Miscellaneous Transient Accommodation Tax NET TOTAL GROWTH RATE State Revenue Projections ouncil on Revenues May 3, 26 Estimates of General Fund Tax Revenue: FY 26 to FY 212 FY 24 Actual $1,9,377 1,168,57 56,653 99,55 78,142 78,4 41,25 (534) 9,83 7, ,628 $3,446, % FY 25 $2,136,63 1,381,59 85,65 18,686 83,77 84,79 43,737 36,52 12,712 12, ,389 $3,977, % FY 26 $2,357,522 1,59,85 127, ,941 84,28 83,7 45,567 11,58-2, ,462 $4,375, % FY 27 $2,532,892 1,629,93 91, ,246 87,792 84,256 46,966 13,821-24, ,99 $4,661,78 6.5% FY 28 $2,734,955 1,736,34 89,48 141,641 91,648 85,555 48,221 15,79-29, ,869 $4,992, % Estimated FY 29 $2,857,287 1,834,282 88,23 154,49 96,661 87,266 49,469 17,483-35, ,366 $5,242,42 5.% FY 21 $3,16,13 1,934,79 83,47 166,699 11,343 89,237 5,717 19,179-43, ,868 $5,529, % (in thousands of dollars) FY 211 $3,18,769 2,35,442 75, ,771 13,72 91,375 51,976 2,96-52, ,434 $5,819,96 5.2% FY 212 $3,315,78 2,138,197 71,77 193,19 15,771 93,654 53,245 22,457-64, ,82 $6,88,6 4.6%

9 Differentials v. Across the Board % increase based on history % increase based on priorities ouple proportional increase to base funding with priority differentials Differentials UH West O ahu growth to meet geographical need ommunity olleges formula funding to support growth in enrollment Information Technology Services to ampuses Online Learning HR and Payroll consolidation Financial System Development Data Warehousing Disaster Recovery ADA Support

10 University enters Differentials cont d. VP Student Affairs ampus Services System-wide Groups Requests: Leadership Development Student aucus Board Office: WIHE Internal Audit President s Differentials, Access with Success Initiatives Board of Regents Differentials Prior Year Appropriation General Fund Target eilings Target General Fund eiling Percent Increase over Prior Year Total Request BI Add to 2nd Year for ontinuing osts from First Year of Biennium Target General Fund eiling Before Differentials Add Biennium Budget ommittee Differentials: UH West O ahu Growth to meet Geographical Need UH ommunity olleges Formula Fund Growth to Support Workforce Development Needs Information Technology Initiatives for Services to ampuses University enters VP Student Affairs ampus Services System-wide Groups Requests at System Level: Leadership Development Student aucus Board Office: New Positions for Internal Audit WIHE Total Differentials FY ,69,191 3,186, % 3,186,344 1,686,166 1,195,594 3,125,5 3, 36, 133,5 1, 225, 25, 7,321,76 37,58,14 FY ,577,295 21,28,865 5.% 37,58,14 58,536,969 2,88,412 2,273,625 2,538,744 3, 56, 14,5 1, 25, 25, 9,239,281 alculation of Second Year eiling FY Appropriation Base 383,69,191 Add: FY eiling Increase 37,58,14 FY Appropriation Base 42,577,

11 Budget ategories A. Increase Educational apital of the State B. Expand Workforce Development. Assist in Economic Diversification D. Address Underserved Regions/Populations E. Increase Infrastructure/Support Services F. Technical Adjustments Dialogue with State Dept. of Budget & Finance Director met with the Biennium Budget Advisory ommittee Base Budget Measures Subsequent meeting with B&F Second Decade Project State Needs Biennium Budget Development Process Director Kawamura s Suggestion to Revise the Program Structure of the UH Budget along State Needs

12 Pilot Approach for hange in Budget Program Structure Frame the FB Budget Request Along State Needs Develop and track corresponding measures of effectiveness Restructure and recode our financial accounts reate and test a parallel system for the Supplemental Budget, FY onsider full implementation for FB Proposed Budgets and Indicators IP Budget Operating Budget Performance Indicators

13 Draft Priority General Obligation Bond Fund University of Hawai i at Mānoa General Obligation Bond Fund E Revenue Bonds W Revolving Funds University of Hawai i at Hilo General Obligation Bond Fund N Federal Funds R Private ontributions University of Hawai i West O ahu B Special Funds General Obligation Bond Fund X Other Funds University of Hawai i ommunity olleges General Obligation Bond Fund Proposed IP Budget UH apital Improvements Program, Fiscal Biennium Total by Fiscal Year Biennium Total Project Title Means of Financing B Special Funds General Obligation Bond Fund E Revenue Bonds N Federal Funds R Private ontributions W Revolving Funds X Other Funds Totals by Budget Unit University of Hawai i System ,949 1, 318,99 3,3 2,5 8 34,359 5,448 68,616 67,816 66,514 3,3 N 2,5 R 169,559 1, B 35,2 34,359 X 144,12 144,12 52, , , ,314 Fiscal Biennium 718,33 B E N R W X E W , ,589 28,765 33, 52,617 52,617 15,83 29 (in thousands) B E N R W X 77,65 28,765 E W 47,65 14,65 33, N R 2 B 2 X 52,642 umulative G.O. Bonds Totals 1, 515,579 28,765 36,3 2,5 8 34,359 58,65 58,65 174, ,881 28, ,379 8,579 36,3 2,5 169,759 1, 35,4 34, ,

14 Total General Fund Operating Request By State Needs Increase Educational apital Workforce Development Economic Diversification Underserved Regions/Populations Infrastructure/Support Services Technical Adjustments TOTAL FY (154.) $11,561,299 (35.) 3,31,976 (29.) 5,655, (57.) 4,396,744 (1.) 9,459,225 (.) 3,35,178 (375.) $37,49,422 FY (227.5) $18,867,814 (94.) 8,126,372 (47.) 7,554,934 (9.5) 6,17,955 (12.5) 13,36,988 (.) 3,373,52 (579.5) $57,67,

15 UH Mānoa UH Hilo UH West O ahu Total General Fund Request By ampus UH ommunity olleges UH System-wide ampus Support TOTAL FY (21.5) $17,76,522 (35.) 2,321,33 (25.) 1,983,388 (86.) 9,255,348 (27.5) 6,772,834 (375.) $37,49,422 FY (282.5) $27,635,793 (51.5) 3,79,992 (46.) 3,417,448 (164.) 15,436,18 (35.5) 6,787,224 (579.5) $57,67, Total Special Fund Planned eiling Increases by ampus UH Mānoa UH Hilo UH West O ahu UH ommunity olleges Aquaria TOTAL FY (.) $12,, (15.) 3,459,157 (.) 718,584 (.) 3,57,766 (.) 1,5, (15.) $21,185,57 FY (.) $15,, (39.) 7,42,474 (.) 1,453,481 (.) 6,91,16 (.) 1,5, (39.) $31,95,

16 Performance Indicators ommon indicators across campuses Relatively few Relevant to State needs Focus on Access with Success Benchmark against peers where available Proposed Performance Indicators Enrollment numbers Transfer numbers Retention rates Graduation rates/numbers

17 Historical and Projected Enrollments, by Unit 6, 5, 4, Projected Actual 3, 2, 1, Fall Semester Mānoa Hilo omm olleges West O ahu Note: ommunity olleges projected enrollment data are preliminary. ry. 33 UH System Enrollment, by Residency 6, 5, 4, 13% 13% 13% 13% 15% 16% 18% 18% 19% 21% 22% 3, 2, 1, Fall Semester Resident Non Resident

18 Transfers from the UH ommunity olleges into the UH Upper Division/Four-Year ampuses Number of Transfers 1,5 1,2 9 1, , , , , Fall Semester Mānoa Hilo West O ahu Average One-Year Retention Rates UH Mānoa (199 23) and UH Hilo ( ) 1% 8% 6% 88% 85% 79% 75% 68% 62% 4% 2% % Benchmark Peer UHM Benchmark Peer UHH Note: First-time, full-time, degree-seeking freshmen. UHM=F9 F3 cohorts, UHH=F94 F3 cohorts as of Source: onsortium for Student Retention Data Exchange 24 5 Survey 36

19 Average Graduation & Retention Rates, UHWO & UHs 8% 4 years after entry cohorts 6% 1% 3 years after entry cohorts 4% 2% 55% 2% 14% 18% 26% 17% 24% 16% 18% % UHWO 15% UH Avg 21% 2% 14% 17% 11% 13% 11% HAW HON KAP KAU LEE MAU WIN Graduated Still Enrolled Note: UH ommunity ollege calculations are based on first-time, full-time, degree-seeking freshmen, fall cohorts. As an upper division campus, UH West O ahu calculates graduation and retention rates based on new, firsttime transfers to UH West O ahu. 37 Graduation Rate Graduation Rates by ohort UH Units Percent UHM Peer UHM UHH Peer UHH UH Peers UH. ohorts Fall 1 Fall 2 Fall 3 Fall 4 Fall 5 Fall 6 Fall 7 Fall 8 UHM UHH UH Note: For UH Mānoa and UH Hilo, Fall 1=1991 cohort, Fall 8=1998 cohort. For UH ommunity olleges, Fall 1=1994 cohort, Fall 8=21 cohort UH West O ahu data are excluded due to limited cohort years. 38

20 UH Degrees Earned, System Total 8, 7,53 7,746 7,636 7,144 7,128 7,238 6,811 6,64 7,76 7,246 7,537 6, 4, 2, Fiscal Year Mānoa Hilo West O ahu ommunity olleges Next Steps Board Workshop (informational) President s Review, System-wide Priority Setting, and Approval Board of Regents Review and Approval UH Submittal to State B&F Governor s Executive Budget 27 Legislative Session begins Date August 26 September 26 September 26 BOR Meeting September 26 December 26 January