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FY 2009 Budget Highlights

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Page 1: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

FY 2009 Budget Highlights

FY 2009 Operating BudgetFY 2009 Operating Budget FY 2009 Operating BudgetFY 2009 Operating Budget UTSArsquos strategic goals provide the framework for budget priorities

ndash budget plan focuses on the basics - salary merit increases and workload demands created by success as a growing institution

ndash Only new source of revenue from tuition amp fees

UTSA continues to find opportunities to maximize usage of funds

ndash will internally reallocate $3 million to meet FY 2009 requirements

UTSArsquos strategic goals provide the framework for budget priorities

ndash budget plan focuses on the basics - salary merit increases and workload demands created by success as a growing institution

ndash Only new source of revenue from tuition amp fees

UTSA continues to find opportunities to maximize usage of funds

ndash will internally reallocate $3 million to meet FY 2009 requirements

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

$2 million for new faculty positionsndash Improve student faculty ratio of 2231 ndash Increase the proportion of tenuretenure track faculty

to non-tenured instructors ndash Focus on faculty retention

Master Graduate Instructors programndash designed to benefit both graduate and undergraduate

students

$2 million for new faculty positionsndash Improve student faculty ratio of 2231 ndash Increase the proportion of tenuretenure track faculty

to non-tenured instructors ndash Focus on faculty retention

Master Graduate Instructors programndash designed to benefit both graduate and undergraduate

students

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Realignment of resources tondash strengthen undergraduate amp graduate experiences ndash increase retention amp graduation rates and other

measures of student learning

Academic support service delivery ndash Improvements to advising tutoring amp supplemental

instructionndash advising structure - review impact on retention and

graduation rates

All positive efforts towards gaining reaccreditation in 2010

Realignment of resources tondash strengthen undergraduate amp graduate experiences ndash increase retention amp graduation rates and other

measures of student learning

Academic support service delivery ndash Improvements to advising tutoring amp supplemental

instructionndash advising structure - review impact on retention and

graduation rates

All positive efforts towards gaining reaccreditation in 2010

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Information access is vital for assessment amp

reporting and an essential tool for planningndash UTSA is investing in Data Warehouse and Cognos

Reporting software implementation efforts

More on Cognos reporting project at future FAR meetings

Information access is vital for assessment amp

reporting and an essential tool for planningndash UTSA is investing in Data Warehouse and Cognos

Reporting software implementation efforts

More on Cognos reporting project at future FAR meetings

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Research continues to grow after doubling over past 5 years

ndash Indirect cost recovery will also increase with renegotiated FampA rate of 445 (+3)

Continued strengthening of research infrastructure ndash compliance grants management technology transfer

and capital improvements Partnerships in bioengineering

ndash New amp expanded with military medicine programs the UTHSC-San Antonio the SW Research Institute amp SW Foundation for Biomedical Research

Research continues to grow after doubling over past 5 years

ndash Indirect cost recovery will also increase with renegotiated FampA rate of 445 (+3)

Continued strengthening of research infrastructure ndash compliance grants management technology transfer

and capital improvements Partnerships in bioengineering

ndash New amp expanded with military medicine programs the UTHSC-San Antonio the SW Research Institute amp SW Foundation for Biomedical Research

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

FY 2009 Budgeted RevenuesFY 2009 Budgeted Revenues

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 2: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

FY 2009 Operating BudgetFY 2009 Operating Budget FY 2009 Operating BudgetFY 2009 Operating Budget UTSArsquos strategic goals provide the framework for budget priorities

ndash budget plan focuses on the basics - salary merit increases and workload demands created by success as a growing institution

ndash Only new source of revenue from tuition amp fees

UTSA continues to find opportunities to maximize usage of funds

ndash will internally reallocate $3 million to meet FY 2009 requirements

UTSArsquos strategic goals provide the framework for budget priorities

ndash budget plan focuses on the basics - salary merit increases and workload demands created by success as a growing institution

ndash Only new source of revenue from tuition amp fees

UTSA continues to find opportunities to maximize usage of funds

ndash will internally reallocate $3 million to meet FY 2009 requirements

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

$2 million for new faculty positionsndash Improve student faculty ratio of 2231 ndash Increase the proportion of tenuretenure track faculty

to non-tenured instructors ndash Focus on faculty retention

Master Graduate Instructors programndash designed to benefit both graduate and undergraduate

students

$2 million for new faculty positionsndash Improve student faculty ratio of 2231 ndash Increase the proportion of tenuretenure track faculty

to non-tenured instructors ndash Focus on faculty retention

Master Graduate Instructors programndash designed to benefit both graduate and undergraduate

students

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Realignment of resources tondash strengthen undergraduate amp graduate experiences ndash increase retention amp graduation rates and other

measures of student learning

Academic support service delivery ndash Improvements to advising tutoring amp supplemental

instructionndash advising structure - review impact on retention and

graduation rates

All positive efforts towards gaining reaccreditation in 2010

Realignment of resources tondash strengthen undergraduate amp graduate experiences ndash increase retention amp graduation rates and other

measures of student learning

Academic support service delivery ndash Improvements to advising tutoring amp supplemental

instructionndash advising structure - review impact on retention and

graduation rates

All positive efforts towards gaining reaccreditation in 2010

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Information access is vital for assessment amp

reporting and an essential tool for planningndash UTSA is investing in Data Warehouse and Cognos

Reporting software implementation efforts

More on Cognos reporting project at future FAR meetings

Information access is vital for assessment amp

reporting and an essential tool for planningndash UTSA is investing in Data Warehouse and Cognos

Reporting software implementation efforts

More on Cognos reporting project at future FAR meetings

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Research continues to grow after doubling over past 5 years

ndash Indirect cost recovery will also increase with renegotiated FampA rate of 445 (+3)

Continued strengthening of research infrastructure ndash compliance grants management technology transfer

and capital improvements Partnerships in bioengineering

ndash New amp expanded with military medicine programs the UTHSC-San Antonio the SW Research Institute amp SW Foundation for Biomedical Research

Research continues to grow after doubling over past 5 years

ndash Indirect cost recovery will also increase with renegotiated FampA rate of 445 (+3)

Continued strengthening of research infrastructure ndash compliance grants management technology transfer

and capital improvements Partnerships in bioengineering

ndash New amp expanded with military medicine programs the UTHSC-San Antonio the SW Research Institute amp SW Foundation for Biomedical Research

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

FY 2009 Budgeted RevenuesFY 2009 Budgeted Revenues

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 3: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

$2 million for new faculty positionsndash Improve student faculty ratio of 2231 ndash Increase the proportion of tenuretenure track faculty

to non-tenured instructors ndash Focus on faculty retention

Master Graduate Instructors programndash designed to benefit both graduate and undergraduate

students

$2 million for new faculty positionsndash Improve student faculty ratio of 2231 ndash Increase the proportion of tenuretenure track faculty

to non-tenured instructors ndash Focus on faculty retention

Master Graduate Instructors programndash designed to benefit both graduate and undergraduate

students

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Realignment of resources tondash strengthen undergraduate amp graduate experiences ndash increase retention amp graduation rates and other

measures of student learning

Academic support service delivery ndash Improvements to advising tutoring amp supplemental

instructionndash advising structure - review impact on retention and

graduation rates

All positive efforts towards gaining reaccreditation in 2010

Realignment of resources tondash strengthen undergraduate amp graduate experiences ndash increase retention amp graduation rates and other

measures of student learning

Academic support service delivery ndash Improvements to advising tutoring amp supplemental

instructionndash advising structure - review impact on retention and

graduation rates

All positive efforts towards gaining reaccreditation in 2010

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Information access is vital for assessment amp

reporting and an essential tool for planningndash UTSA is investing in Data Warehouse and Cognos

Reporting software implementation efforts

More on Cognos reporting project at future FAR meetings

Information access is vital for assessment amp

reporting and an essential tool for planningndash UTSA is investing in Data Warehouse and Cognos

Reporting software implementation efforts

More on Cognos reporting project at future FAR meetings

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Research continues to grow after doubling over past 5 years

ndash Indirect cost recovery will also increase with renegotiated FampA rate of 445 (+3)

Continued strengthening of research infrastructure ndash compliance grants management technology transfer

and capital improvements Partnerships in bioengineering

ndash New amp expanded with military medicine programs the UTHSC-San Antonio the SW Research Institute amp SW Foundation for Biomedical Research

Research continues to grow after doubling over past 5 years

ndash Indirect cost recovery will also increase with renegotiated FampA rate of 445 (+3)

Continued strengthening of research infrastructure ndash compliance grants management technology transfer

and capital improvements Partnerships in bioengineering

ndash New amp expanded with military medicine programs the UTHSC-San Antonio the SW Research Institute amp SW Foundation for Biomedical Research

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

FY 2009 Budgeted RevenuesFY 2009 Budgeted Revenues

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 4: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Realignment of resources tondash strengthen undergraduate amp graduate experiences ndash increase retention amp graduation rates and other

measures of student learning

Academic support service delivery ndash Improvements to advising tutoring amp supplemental

instructionndash advising structure - review impact on retention and

graduation rates

All positive efforts towards gaining reaccreditation in 2010

Realignment of resources tondash strengthen undergraduate amp graduate experiences ndash increase retention amp graduation rates and other

measures of student learning

Academic support service delivery ndash Improvements to advising tutoring amp supplemental

instructionndash advising structure - review impact on retention and

graduation rates

All positive efforts towards gaining reaccreditation in 2010

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Information access is vital for assessment amp

reporting and an essential tool for planningndash UTSA is investing in Data Warehouse and Cognos

Reporting software implementation efforts

More on Cognos reporting project at future FAR meetings

Information access is vital for assessment amp

reporting and an essential tool for planningndash UTSA is investing in Data Warehouse and Cognos

Reporting software implementation efforts

More on Cognos reporting project at future FAR meetings

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Research continues to grow after doubling over past 5 years

ndash Indirect cost recovery will also increase with renegotiated FampA rate of 445 (+3)

Continued strengthening of research infrastructure ndash compliance grants management technology transfer

and capital improvements Partnerships in bioengineering

ndash New amp expanded with military medicine programs the UTHSC-San Antonio the SW Research Institute amp SW Foundation for Biomedical Research

Research continues to grow after doubling over past 5 years

ndash Indirect cost recovery will also increase with renegotiated FampA rate of 445 (+3)

Continued strengthening of research infrastructure ndash compliance grants management technology transfer

and capital improvements Partnerships in bioengineering

ndash New amp expanded with military medicine programs the UTHSC-San Antonio the SW Research Institute amp SW Foundation for Biomedical Research

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

FY 2009 Budgeted RevenuesFY 2009 Budgeted Revenues

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 5: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Information access is vital for assessment amp

reporting and an essential tool for planningndash UTSA is investing in Data Warehouse and Cognos

Reporting software implementation efforts

More on Cognos reporting project at future FAR meetings

Information access is vital for assessment amp

reporting and an essential tool for planningndash UTSA is investing in Data Warehouse and Cognos

Reporting software implementation efforts

More on Cognos reporting project at future FAR meetings

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Research continues to grow after doubling over past 5 years

ndash Indirect cost recovery will also increase with renegotiated FampA rate of 445 (+3)

Continued strengthening of research infrastructure ndash compliance grants management technology transfer

and capital improvements Partnerships in bioengineering

ndash New amp expanded with military medicine programs the UTHSC-San Antonio the SW Research Institute amp SW Foundation for Biomedical Research

Research continues to grow after doubling over past 5 years

ndash Indirect cost recovery will also increase with renegotiated FampA rate of 445 (+3)

Continued strengthening of research infrastructure ndash compliance grants management technology transfer

and capital improvements Partnerships in bioengineering

ndash New amp expanded with military medicine programs the UTHSC-San Antonio the SW Research Institute amp SW Foundation for Biomedical Research

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

FY 2009 Budgeted RevenuesFY 2009 Budgeted Revenues

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 6: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Research continues to grow after doubling over past 5 years

ndash Indirect cost recovery will also increase with renegotiated FampA rate of 445 (+3)

Continued strengthening of research infrastructure ndash compliance grants management technology transfer

and capital improvements Partnerships in bioengineering

ndash New amp expanded with military medicine programs the UTHSC-San Antonio the SW Research Institute amp SW Foundation for Biomedical Research

Research continues to grow after doubling over past 5 years

ndash Indirect cost recovery will also increase with renegotiated FampA rate of 445 (+3)

Continued strengthening of research infrastructure ndash compliance grants management technology transfer

and capital improvements Partnerships in bioengineering

ndash New amp expanded with military medicine programs the UTHSC-San Antonio the SW Research Institute amp SW Foundation for Biomedical Research

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

FY 2009 Budgeted RevenuesFY 2009 Budgeted Revenues

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 7: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

South Texas Technology Management Center ndash

UTSA partnership with UTHSC-San Antonio

U T Pan American amp U T Brownsville ndash To accelerate commercialization of inventions and

potential revenue streams

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

FY 2009 Budgeted RevenuesFY 2009 Budgeted Revenues

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 8: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Major Goals Addressed by FY 2009 Budget

Major Goals Addressed by FY 2009 Budget

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

Community Servicesrsquo activities annually serve

over 225000 Texans affecting improvements in

the regional quality of life ndash A strategic allocation to organize UTSA services

information amp accessibility via a new web interfacebull strengthen engagement with the publicbull improve customer servicebull engender community support for the campus as UTSA

plans for the launch of a capital campaign

FY 2009 Budgeted RevenuesFY 2009 Budgeted Revenues

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 9: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

FY 2009 Budgeted RevenuesFY 2009 Budgeted Revenues

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Projected overall revenue growth of 4 ndash Largest gain in auxiliary enterprises

bull Laurel Village completion amp opening for Fall 2008bull University Center fee increase +82bull Athletic fee increase +10

ndash Statutory tuition will be flat bull due to changes in student mix (graduate amp non-resident)

ndash Designated tuition revenue due to rate increase ($101 to $110SCH)

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 10: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Preserving the Quality of our Workforce

(Compensation Increases) Total $35200003 Merit Salary Increases 3 Merit Salary Increases

Faculty 1600000 Faculty 1600000 Staff 1540000 Staff 1540000

Faculty Equity Promotion and Tenure 190000 Faculty Equity Promotion and Tenure 190000 Staff Salary Equity Pool 190000Staff Salary Equity Pool 190000

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 11: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Preserving our Mission Quality amp Student Success Total $3176329

New TenureTenure Track Faculty amp

Full time Non Tenure Track Apptmts $2000000

Financial Aid Set-Asides 1176329

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 12: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Strategic Initiative Funding Total $1234625

Academic Affairs ndash New Staff 160000 Master Graduate Instructors Program 295000

Extended Services ndash Institute for Economic Development 67849Business Affairs ndash New Staff 251000 Research ndash New Staff 108500Student Affairs

ndash Admissions Outreach amp Student Recruitment 37762University Advancement ndash StaffingMampO 314514

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 13: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Base Budget Allocations effective September 1 2008

Base Budget Allocations effective September 1 2008

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

Enhancing and Protecting our Infrastructure Total $1383490

Support for new facility openings 655334Reserves Bad Debt amp TX Tomorrow 436931University Police 132000Debt Service 159225

Total Operating Base Budget Allocations -- $9314444(Includes state appropriations and tuition revenue only)

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 14: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

Data Warehouse $685000

Graduate Student Recruitment 206500

Police amp Facility Vehicles 169000

Police DigitalVoice Vehicle Records amp Tech Enhancements 108500

Police DSX System 295490

Security Camera Updates 41400

Inventory Scanner Replacements 73550

Computer Upgrades amp replacements 92300

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 15: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

NonBase Budget Allocations effective September 1 2008

NonBase Budget Allocations effective September 1 2008

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

Housekeeping Equipment $40000Outreach amp Engagement Website 29000Annual Fund Direct Mail Campaign 70000Annual Fund Call Center 30300Animal Housing amp Handling Costs 440000Research Maintenance amp Operation Costs 113750Admissions Student Recruitment Efforts 206776Student Retention Study 63434University Advancement Capital Campaign 260000University Advancement Computer System 50000Annual Giving Solicitation Materials 25000

Total Non-recurring needs $3000000

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 16: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

6 - Auxiliary Enterprises

$22804312

1 - Gifts in Support of Ops

$5375578

2 - Investment Income

$6295500

40 - Tuition amp Fees

$153259589

16 - Federal Sponsored Pgms (includes Financial

Aid) $63495001

3 - State Sponsored Pgms

$9917001

1 - Sales amp Svcs of Educ Activities

$4999479

30 - State Appropriations $114983534

lt1 - Other Oper Revenue

$1424285

1 - Local amp Private

Sponsored Pgms $3301999

FY09 Budgeted Net Operating Revenues (All Funds)

$385856278

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 17: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

8 - Auxiliary Enterprises $29574063

7 - Depreciation amp Amortization $26145000

6 - Scholarships amp Fellow ships $22011948 10 - OampM of Plant

$37157350 7 - Student Services

$28208113

11 - Institutional Support $41541010

4 - Public Service $16819438

7 - Research$27529906

8 - Academic Support $31876793

4 - Interest on Debt Svc $14588769

28 - Instruction $113791791

FY09 UTSA Budgeted Operating Expenses(All Funds)

$389244181

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 18: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Budgeted Expenses Academics (in millions)

Budgeted Expenses Academics (in millions)

FY 2008FY 2008 FY 2009FY 2009 $ Chg$ Chg Chg ( of Total) Chg ( of Total)

UT Arlington 10 $ 3660$ 3660 $ 3856$ 3856 $ 196$ 196 53 (84)53 (84)

UT Austin 513UT Austin 513 1851818518 1983619836 13181318 71 (565)71 (565)

UT Brownsville 36UT Brownsville 36 13001300 13891389 8989 68 (38)68 (38)

UT Dallas 8UT Dallas 8 27632763 30913091 328328 119 (141)119 (141)

UT El Paso 76UT El Paso 76 28022802 29502950 148148 53 (63)53 (63)

UT Pan Amer 61UT Pan Amer 61 22922292 23522352 6060 26 (26)26 (26)

UT Perm Basin 12UT Perm Basin 12 448448 462462 1414 30 (06)30 (06)

UTSA 101 3776 3892 116 31 (5)

UT Tyler 21UT Tyler 21 749749 813 813 6464 85 (27)85 (27)

Total Academic $36308 $38641 $2333 64 (100)

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 19: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding = $30000000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

UT Arlington $ 2136850 UTSouthwestern Dallas $ 1975000

UT Austin 4494150 UTMB Galveston 2050000

UT Dallas 2150000 UTHSC Houston 1975000

UT El Paso 2170000 UTHSC San Antonio 2000000UT Permian Basin 830000 UT MD Anderson 1975000UT San Antonio 2238000 UT Health Center Tyler 1995000UT Tyler 811000Total $ 14830000 Total $

11970000

Academic Library Collection $2700000 Collaboration Projects 500000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 20: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

FY 2009 Library Equipment Repair amp Rehabilitation (LERR)

Total Funding for UTSA $2238000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

bull Physical Education Building Fire Suppression $450000

bull Expansion of Library Collection Shelving 630000

bull Student Safety and Security 508000

bull ADA Access 150000 bull Science Bldg Teaching Lab Safety Rehabilitation

(Requested $654000) $500000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 21: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs)

Total Funding = $20000000

Faculty STARs Program ndash Academic Institutions $10000000

Faculty STARs Program ndash Health Institutions $10000000

Benefits of Faculty STARs Program1048766 Recruit and retain best faculty in the nation1048766 Develop and strengthen research capacity1048766 Pending and issued patents1048766 Encourage future research and excellence1048766 Collaboration with outside entities

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 22: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

STARs Funding History STARs Funding History

Academic Institutions2005 Faculty STARS $ 32450000 (UTSA received $2500000

Competitive $2717388 Non- Competitive $5217388 Total)

2006 Faculty STARS $ 15000000 (UTSA received $0)

2007 Faculty STARS $ 20000000 (UTSA received $490000)

2008 Faculty STARS $ 10000000 (UTSA received $0)

2009 Proposed $ 10000000Health Institutions2005 Faculty STARS $ 265500002009 Proposed $ 10000000

bullFunds must be used for equipment or lab renovation onlybullCompetitive awards overseen by a peer review chaired by the Exec VC

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 23: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

A INITIAL BUDGET1 Any transfers subsequent to the approval of the

initial budget shall be made only after consideration of the allocations transfer limitations and general provisions of the current general appropriations act (See B Budget Amendments)

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 24: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

2 All appointments are subject to the provisions of

the U T System Board of Regentslsquo Rules and Regulations for the governance of The University of Texas System

3 The established merit principle will be observed in determining salary rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 25: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

4 All academic salary rates in the instructional departments are 9-month rates (Sept 1 ndash May 31) unless otherwise specified

5 All appointments of classified personnel are based on 12-month rates and are made within appropriate salary ranges as defined by the classified personnel Pay Plan approved by the president or Chancellor All appointments of administrative amp professional (AampP) personnel are based on 12-month rates

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 26: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

B BUDGET AMENDMENTS1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoRa Transfers from unappropriated EampG fund balanceb New appointments of tenured facultyc Award of tenure to any faculty memberd New appointment to Emeritus statuse Appointments promotions amp salary increases involving the

President

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 27: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

f Compensation changes new contracts or contract changes involving Athletic directors or head coachesg Compensation changes for EErsquos whose total annual compensation is $1000000 or aboveh Increases in budgeted amounts of $500000 or more from income for EampG Auxiliary Designated Funds Service Departments Revolving Funds and Plant Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 28: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

B BUDGET AMENDMENTS (continued)1 Items requiring approval of the UT System

Administration amp subsequent approval by the BoR

i Increases to Plant Funds of $500000 or more

which result from transfers from EampG Auxiliary Designated Funds Service Departments and Revolving Funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 29: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

B BUDGET AMENDMENTS (continued)2 Items requiring approval of the UT System

Administration (non-docket)a Reappropriation of prior year EampG fund balances of

$100000 or moreb Increases in budgeted amounts of $100000 - $499999

from income for EampG Auxiliary Designated Service Departments amp Revolving funds

c Increases to plant funds of $100000 - $499999 which result from transfers from EampG Auxiliary Designated Service department amp Revolving funds

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 30: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

d Compensation changes for EEs who total annual

compensation is $500000 or more but less than $1M

e Salary increases involving tenured faculty of $10000 or

more This includes one time payments

f Appointments amp promotions involving AampP personnel

reporting directly to a president a vice president or the

equivalent

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 31: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

B BUDGET AMENDMENTS (continued)

2 Items requiring approval of the UT System Administration (non-docket)

g Salary increases of $10000 or more involving AampP

personnel reporting directly to the president a vice president

or the equivalent

h All appointments and salary increases of $10000 or more

involving employees other than athletic directors and head

coaches under written employment contracts

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 32: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES

a Any increase in an approved salary rate for the current fiscal year without a change in classification or position is not to be effective prior to the first day of the month in which the required final approval of the rate change is obtained

b A salary rate increase resulting from an appointment to another classification or to a position involving new or different duties may be made effective to the time of the first performance of duties under the new appointment

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 33: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
Page 34: FY 2009 Budget Highlights. FY 2009 Operating Budget UTSA’s strategic goals provide the framework for budget priorities: – –budget plan focuses on the

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

Budget RulesBudget RulesFor Fiscal Year Ending August 31 2009

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

4 EFFECTIVE DATE OF APPOINTMENTS amp SALARY INCREASES (continued)

c The effective date of an appointment is the date in which the individual is first to perform service for the institution under that appointment

d The original appointment during a fiscal year of a person not in a budget for that year or not under an existing appointment for that year may relate back to the first performance of duties during the fiscal year although such person may have been employed in a previous fiscal year and although an increased salary rate for the same classification or position is involved

  • Slide 1
  • FY 2009 Operating Budget
  • Major Goals Addressed by FY 2009 Budget
  • Slide 4
  • Slide 5
  • Slide 6
  • Slide 7
  • Slide 8
  • FY 2009 Budgeted Revenues
  • Base Budget Allocations effective September 1 2008
  • Slide 11
  • Slide 12
  • Slide 13
  • NonBase Budget Allocations effective September 1 2008
  • Slide 15
  • Budgeted Expenses Academics (in millions)
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding = $30000000
  • FY 2009 Library Equipment Repair amp Rehabilitation (LERR) Total Funding for UTSA $2238000
  • FY 2009 Faculty Science amp Technology Acquisition amp Retention Program (STARs) Total Funding = $20000000
  • STARs Funding History
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 25
  • Budget Rules For Fiscal Year Ending August 31 2009
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34