University Budget Advisory Committee Composition

Transcription

1 University Budget Advisory Composition The University Budget (UBAC) is established by the President to provide input and recommendations to the President regarding the University s General Operating Fund Budget. In order to secure broad representation and input as well as a variety of perspectives, the committee will be comprised of the following members: University Staff and Administration: Four committee members selected from the University staff and administration appointed by the President (one-year terms). Faculty: Four committee members that include one Department Chair recommended by the chairs to the Provost and appointed by the President (two-year term); three faculty members recommended by the Faculty Senate (staggered three-year terms). The Senate will advance at least three and up to five names annually to the President for consideration. Students: Two students recommended by the President of the Associated Students Inc. (one-year terms). The Associate Vice President for Budget, Planning and Administration (permanent member). Ex-Officio Members/Staff: Budget Planning and Administration analysts. A member of the University Budget Advisory will be appointed by the President to serve as chair of the committee. Charge to the University Budget Advisory The discussions and recommendations of the University Budget Advisory shall be limited to issues outside the realm of exclusive collective bargaining representatives. Working with the President and Vice Presidents, the University Budget Advisory shall: 1. Participate in a highly transparent, informative, and participatory campus General Operating Fund budgeting process. 2. Participate in a budgeting process that integrates campus strategic goal setting, budget review and planning, and allocations set by the president. 3. Participate in the review of accomplishment of goals by vice-presidential divisions and other appropriate units and determine the levels of accountability in the proper use of funds. 4. Advise the President regarding the timing and content of annual budget calls. 5. Review, analyze, and advise the President regarding significant budget actions external to the campus that could impact the University s Operating Fund; e.g. the initial CSU budget proposal and the Governor s May Revise. 47

2 6. Review annually the alignment of enrollment targets to the proposed General Operating Fund Budget. 7. Provide annual recommendations to the President regarding the proposed budget allocations across the University s several divisions in line with the University Strategic Plan. 8. Advise the President regarding the format for reporting annual budget data to the campus community in a thorough and consistent manner such that annual changes in the budget are easily tracked and understood. 9. Advise the President during the fiscal year regarding significant or unanticipated events that have a significant effect upon campus budget allocations. Revised September 8,

3 2015/16 University Budget Advisory (UBAC) Faculty Members Christina Bellon Karen Davis O Hara Linda Roberts Deidre Sessoms Administration/Staff Members Fred Baldini, UBAC Chair Derek Bevers Paul Edwards Stacy Hayano Greg Siino Students Ryan Brown Schuyler Rathbun Support Staff to Norman Kwong Angel Thayer 49

4 California State University, Sacramento Operating Fund Budget Development Process IDEAL Revised OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP State of California Governor releases proposed budget for upcoming fiscal year Legislative Analyst's Office releases review of Governor's budget Budget subcommittee hearings Legislative Analyst's Office's May Revision of next fiscal year's revenue projections Legislature sends budget to the Governor Governor signs budget The CSU System BOT adopts CSU budget plan for next budget year. Late November, enrollment targets released for next fiscal year Chancellor's Office provides systemwide information on Governor's budget (no campus detail) Chancellor's Office distributes initial campus budget letter with projected allocations Chancellor's Office provides "May Revise" budget updates Chancellor's Office notifies campus of budget detail once State budget is signed Sacramento State CSU representatives meet with Legislative and Governor' s budget representatives. Board of Trustees and Chancellor's Executive deliberate on budget issues w Budget Year President's Cabinet START OF PROCESS FOR NEXT BUDGET YEAR On-going strategic planning process BP& A provides budget information on the new year based on Governor's budget and projected enrollment targets After considering UBAC recommendations, President sends Budget Call and All University Expense (AUE) Line Items Call to Divisions Cabinet reviews budget report; discussions about enrollment and other strategic priorities Divisions submit Budget/AUE Call responses BP&A provides updated budget information for review and discussion Cabinet reviews Division Budget/AUE Call responses President publishes University Budget & Expenditure Report After receiving UBAC's budget recommendations, President announces preliminary budget changes to campus Cabinet budget discussions BP&A provides updated Sources & Uses of Funds for review by Cabinet Cabinet budget discussions July 1 - Start of ne e BP&A provides updated Sources & Uses of Funds for review by Cabinet Review UBAC's final budget recommendations; Cabinet makes final budget recommendations to President President makes budget decisions and notifies Cabinet, UBAC and campus University Budget Advisory Budget Town Hall meeting(s) START OF PROCESS FOR NEXT BUDGET YEAR UBAC receives adopted strategic Review Final budget priorities and updated enrollment allocations made to information for next budget year Divisions deliberations Discuss/recommend Develop Annual Budget Call template changes to the Annual Report BP & A provides budget information on the new year based on Governor's budget and projected enrollment targets UBAC reviews CSU budget assumptions and makes recommendations for Budget/AUE Call documents/process to President Budget Town Hall meeting(s) UBAC reviews any further information on budget Receives Annual Report for Budget, Expenditures and Financial Information Reviews Fall enrollment and other strategic priorities UBAC reviews Division Budget/AUE Call responses and meets with Cabinet members BP&A provides updated budget information for review and discussion UBAC makes preliminary budget recommendations BP&A provides updated Sources & Uses of Funds for review by UBAC Considers May Revise information and makes recommenations to President if appropriate nd of current Budget Year BP&A provides updated Sources & Uses of Funds for review by UBAC UBAC makes final budget recommendations to President and Cabinet (if needed) Review Carry Forward balances from prior fiscal year UBAC discusses/ recommends changes to the Annual Report for Budget, Expenditures and Financial Information visions Div START OF PROCESS FOR NEXT BUDGET YE AR Late November, campus enrollment targets released by Chancellor's Office for next fiscal year Divisions continue planning for next academic year and budget year; request needed budget information to respond to President's Budget calls Divisions prepare response to Budget Call and All-University Expense Call from the President On-going dialogue with Cabinet and Division program areas/departments regar ding budget issues Divisions notify Program Centers of any major budget changes for next year June 30 - E On-going dialogue within division regarding g budget issues Provost/Vice Presidents make allocations to Program Centers for current year Colleges/ Program Centers START OF PROCESS FOR NEXT BUDGET YEAR Deans and Program Center managers make allocations to Departments for current year Late November, campus enrollment targets released by Chancellor's Office for next fiscal year Program Centers continue planning for next academic year and budget year Divisions prepare response to Budget Call and All-University Expense Call from the President Colleges/Program Centers respond to Provost/VP request for priorities and budget needs Program Centers notify departments of any major budget changes for next year On-going dialogue within division regarding budget issues 50

5 Califonria State University, Sacramento Operating Fund Budget Development Timeline Revised OCT-DEC JAN-MAR APR-JUN JUL-SEP SEPT/OCT STATE Governor releases proposed budget for upcoming fiscal year LAO review of Govenor' s budget Legislative budget subcommittee hearings begin Legislative Analyst's Office releases May Revision of next fiscal year's revenue projections Legislature deliberates, sends Governor balanced budget. Governor redline's budget proposal from the Legislature and signs budget CSU Board of Trustees approve CSU Budget for next budget year CSU meets w/govenor's Office & DOF Staff BOT & Chancellor's Exec begin deliberation on budget issues based on Governor's Budget. Chancellor's Office provides campuses with periodic updates. Chancellor's Office provides campus Presidents with anticipated budget outcomes based on LAO "May Revise" Chancellor's Office notifies campus of final budget allocations BOT & Chancellor's Exec ends deliberation on budget issues SAC STATE University Budget Advisory (UBAC) UBAC meetings for updates/ discussions on current year funds, and discussions on anticipated budget issues for next budget year Receives updates from on-going strategic planning process President sends Budget Call to Provost and VPs Budget Office receives Division Budget Call responses and provides UBAC with information UBAC has conversations with Provost and Vice Presidents on budget call proposals and begins developing balanced budget proposal for President's consideration Budget Town Hall Meetings UBAC finalizes balanced budget proposal for President by mid-april. Continues to meet and refine budget proposal though the end of June as new budget information at the State and CSU becomes available UBAC provides final budget recommendation to President after State/CSU budgets are finalized President decides campus budget allocations and notifies Provost/VPs and campus University Budget Office UBAC meets for updates/discussions implements President's on current year funds. budget allocations Provost/VP's Colleges/ Departments On- going dialogue with Program Areas/Departments regarding budget issues Provost/VPs identify strategic initiatives for new budget year Divisions develop and implement internal budget process to identify priorities and budget needs Provost/VP's prepare responses to budget call - generally due by the end of February Provost/ VP's monitor current year Division expenses and make adjustments to avoid excessive carry forward funds On going dialogue with Cabinet, Divisions, and Program Areas/ Departments regarding budget issues On going dialogue with Cabinet, Divsions, and Program Areas/ Departments regarding budget issues On- going dialogue with Provost/VP's regarding budget issues College/departments identify budget concerns for next fiscal year College/Departments respond to Provost/VP request for priorities and budget needs based on current year operational College/Departments monitor current year expenses and make adjustments to avoid On-going dialogue within division issues excessive carry forward funds regarding budget issues University Budget Office implements Provost/VP's distribution of budget allocations University Budget Office implements Program Area distribution of budget allocations 51

6 State Budget Bill Process Department of Finance Governor Governor's budget Assembly Floor Senate Floor Assembly Budget Assembly Budget Subcommittees No. 1 Health & Human Services No. 2 Education Finance No. 3 Resources No. 4 State Administration No. 5 Information Technology & Transportation Department of Finance May Revise Senate Budget & Fiscal Review Senate Budget Subcommittees No. 1 Education No. 2 Resources, Environmental Protection, Judiciary and Transportation No. 3 Health, Human Services, Labor and Veteran Affairs No. 4 Legislative, Executive, Public Safety and General Government No. 5 Energy, Executive and Off-Budget Fiscal Issues Assembly Budget Senate Budget & Fiscal Review Assembly Floor Senate Floor Budget Conference Assembly Floor Senate Floor Governor Final Budget 52

7 State Budget Bill Process Guide July-September 15: State agencies and departments submit budget proposals for the upcoming fiscal year to the Department of Finance (DOF) by September 15th. September-January: The DOF analyzes proposals, meets with agencies to review requests, estimates state revenues and expenditures then finalizes a balanced budget plan for the governor approval. After the Governor has evaluated the proposed DOF budget, he/she releases it to the public and the legislature as the Governor s Budget by January 10 th. January-February: The budget is introduced as identical bills to both the Assembly and the Senate. The Legislative Analyst will prepare an analysis of the bill, which includes background, projections and recommended revisions. This bill is the starting point for budget subcommittee hearings. March-April: In each house (Assembly and Senate), the bills are separated by subject matter and disseminated to the appropriate subcommittee for public hearings. Most changes to the bill are made in the subcommittees of each house because this is where representatives from agencies, DOF, and key stakeholders can be heard on budget items. Once the hearings are completed, each subcommittee votes and submits their report to the full budget committee. May: In May, revenue and expenditure estimates are revised, based on the most current information, so that it is reflected on the final Budget Bill. In mid-may, the governor releases the revisions to the Budget Bill in what is termed the May Revise. These revisions are incorporated into the draft amendments of the bills which are being discussed at the budget subcommittees for both houses. The Legislature usually waits for updates from the May Revise prior to any final budget decisions made on the major programs (e.g. education, corrections, health and human services). May-June 15: Once the subcommittee hearings are completed, the subcommittees of both houses will approve, revise, or disapprove certain detail of the Budget Bill. They will then submit a report to their respective budget committees. In each house, the full budget committee will adopt its subcommittees reports and send the revised Budget Bills to both the Assembly and Senate floors for amendments and votes. Each house will vote on their Budget Bill and then send it to the other house for concurrence. In the event either bill is not passed by the other house, then it s sent to the Budget Conference to settle the differences. The Conference is comprised of three members from each house and their task is to settle differences between the two version of the Budget Bill (Assembly and Senate). In the event the Conference cannot reach a final agreement on the budget, then the Big 5 which includes the governor, the President pro Tem of the Senate, the Speaker of the Assembly, and the minority leaders of both houses will meet to resolve the deadlock. 53

8 State Budget Bill Process Guide After the Conference distributes the report to the full Assembly and Senate, each caucus meets and is briefed on the final agreement. The committee report containing the Budget Bill cannot be amended. The Budget Bill must be approved by a simple majority vote in each house before it can be sent to the governor. However, a two-thirds vote is still required for the Legislature to raise taxes. The Constitution requires that the Legislature pass the Budget Bill and forward it to the governor by June 15 th for his/her signature. June 15-30: After the governor has received the Budget Bill from the Legislature, he/she has 12 working days to sign or veto the bill. The governor may reduce or eliminate any appropriation before the budget bill is signed via the line-item veto. The legislature can override a line-item veto with a two-thirds vote in each house. Once the governor signs the Budget Bill, it goes into effect on July 1 st. The new budget period runs from July 1 st through June 30 th. 54