university strategic resource planning council budget

University Strategic Resource Planning Council Budget

University Strategic Resource Planning Council Budget

USRP Council ChargeUSRP Council ChargeUSRP Council ChargeUSRP Council Charge

The UTSA Strategic Resource Planning The UTSA Strategic Resource Planning Council serves as an advisory group to Council serves as an advisory group to provide counsel and advice to the provide counsel and advice to the President regarding the resource issues President regarding the resource issues facing the University. facing the University.

The UTSA Strategic Resource Planning The UTSA Strategic Resource Planning Council serves as an advisory group to Council serves as an advisory group to provide counsel and advice to the provide counsel and advice to the President regarding the resource issues President regarding the resource issues facing the University. facing the University.

CMO

UTSA Strategic Resource Planning Council

President Romo

USRP Council ChargeUSRP Council ChargeUSRP Council ChargeUSRP Council Charge

The counsel will:The counsel will: Integrate campus strategic goal setting to Integrate campus strategic goal setting to

provide recommendations regarding funding provide recommendations regarding funding issues and budget policies consistent with issues and budget policies consistent with University strategic planning initiatives to the University strategic planning initiatives to the President and executive leadership, including:President and executive leadership, including: Recommend budget allocations to support the Recommend budget allocations to support the

strategic implementation plan.strategic implementation plan. Progress reports on the implementation of strategic Progress reports on the implementation of strategic

tactics and funding allocation outcomes. tactics and funding allocation outcomes.

The counsel will:The counsel will: Integrate campus strategic goal setting to Integrate campus strategic goal setting to

provide recommendations regarding funding provide recommendations regarding funding issues and budget policies consistent with issues and budget policies consistent with University strategic planning initiatives to the University strategic planning initiatives to the President and executive leadership, including:President and executive leadership, including: Recommend budget allocations to support the Recommend budget allocations to support the

strategic implementation plan.strategic implementation plan. Progress reports on the implementation of strategic Progress reports on the implementation of strategic

tactics and funding allocation outcomes. tactics and funding allocation outcomes.

USRP Council ChargeUSRP Council ChargeUSRP Council ChargeUSRP Council ChargeThe counsel will:The counsel will: Facilitate a transparent, informative, and participatory Facilitate a transparent, informative, and participatory

process to incorporate stakeholder views in the process to incorporate stakeholder views in the resource decision making process.resource decision making process.

Serve as the committee on cost containment, review Serve as the committee on cost containment, review and report on cost savings initiatives. and report on cost savings initiatives.

Prioritize requests for additional, new base and one - Prioritize requests for additional, new base and one - time funding allocations.time funding allocations.

Develop recommendations for other resource issues Develop recommendations for other resource issues facing the campus.facing the campus.

The counsel will:The counsel will: Facilitate a transparent, informative, and participatory Facilitate a transparent, informative, and participatory

process to incorporate stakeholder views in the process to incorporate stakeholder views in the resource decision making process.resource decision making process.

Serve as the committee on cost containment, review Serve as the committee on cost containment, review and report on cost savings initiatives. and report on cost savings initiatives.

Prioritize requests for additional, new base and one - Prioritize requests for additional, new base and one - time funding allocations.time funding allocations.

Develop recommendations for other resource issues Develop recommendations for other resource issues facing the campus.facing the campus.

USRP Council MembershipUSRP Council MembershipUSRP Council MembershipUSRP Council Membership

Co-Chairs: Provost and VP for Academic Affairs;

VP for Business Affairs President’s Office designee VP for Student Affairs or designee VP for Research or designee VP for Community Services or designeeVP for University Advancement or designeeDeans(2) Faculty Senate members(1) Department Chair RepresentativeStudent Government Association PresidentStaff Council President or designee

USRP Council MembershipUSRP Council MembershipUSRP Council MembershipUSRP Council Membership

Staff Support: Associate Vice President, Financial AffairsSenior Director, Budget Planning & DevelopmentAssistant Provost, Academic Budget PlanningAssociate Vice Provost, Accountability and Institutional Effectiveness Associate Vice President, Student AffairsDirector, External Relations, President’s Office

FY 10 -11 Budget Planning PrinciplesFY 10 -11 Budget Planning PrinciplesFY 10 -11 Budget Planning PrinciplesFY 10 -11 Budget Planning Principles

1. The University’s vision, mission and

values guide budgetary decisions.

Resource allocation decisions will be: --Based on data, analysis and evaluation, aligned with enrollment growth or change in student distribution.

--Tied to our strategic initiatives and measured for outcomes.

--Made to avoid compromise of long-term strategies.


Resource allocation decisions will be:

----Balanced, recognizing that academic, research and administrative support, all have a critical role in promoting student success, faculty productivity and overall institutional quality.

--Deliberated in a manner that is participatory, accessible and transparent.

--Communicated in a clear, concise, and timely manner to the University community.


2. When budgets are reduced, strategic

decisions are favored over across-the-board cutting, in a manner that preserves the quality of the instructional program.

--Decisions will be evaluated for the impact on revenue: tuition and fees as well as formula

funding.

--The University shall develop a meaningful and effective reallocation process to ensure funding is available for investment in the University.


3. Budget for new programs, activities and initiatives shall be fully and realistically projected. Opportunities for

consolidation, shared services and efficiency gains should be vigorously pursued to minimize any request for additional funding.


4. Revenues will be realistically projected and a

balanced annual operating budget will be presented with appropriate reserves for contingencies and adequate funding for institutional, university-wide expenses.

Legislative IssuesLegislative IssuesLegislative IssuesLegislative Issues

Formula funding changesFormula funding changes Phase in ‘completed’ versus ‘attempted’ SCHPhase in ‘completed’ versus ‘attempted’ SCH Remove ‘Teaching experience’ supplementRemove ‘Teaching experience’ supplement Dramatic Growth fundingDramatic Growth funding Increase base fundingIncrease base funding

Retain tuition flexibilityRetain tuition flexibility Modify Top 10% LawModify Top 10% Law Funding for new construction – Tuition Revenue BondsFunding for new construction – Tuition Revenue Bonds

Formula funding changesFormula funding changes Phase in ‘completed’ versus ‘attempted’ SCHPhase in ‘completed’ versus ‘attempted’ SCH Remove ‘Teaching experience’ supplementRemove ‘Teaching experience’ supplement Dramatic Growth fundingDramatic Growth funding Increase base fundingIncrease base funding

Retain tuition flexibilityRetain tuition flexibility Modify Top 10% LawModify Top 10% Law Funding for new construction – Tuition Revenue BondsFunding for new construction – Tuition Revenue Bonds

Legislative IssuesLegislative IssuesLegislative IssuesLegislative Issues

Expand financial aidExpand financial aid Create incentives/remove barriers for seamless transfer Create incentives/remove barriers for seamless transfer

of community colleges studentsof community colleges students Create new National Research Universities through a Create new National Research Universities through a

competitive processcompetitive process Special Item fundingSpecial Item funding Shift of funding from Excellence and Institutional Shift of funding from Excellence and Institutional

Enhancement strategies into the formulaEnhancement strategies into the formula Increase Group Health Insurance benefit fundingIncrease Group Health Insurance benefit funding

Expand financial aidExpand financial aid Create incentives/remove barriers for seamless transfer Create incentives/remove barriers for seamless transfer

of community colleges studentsof community colleges students Create new National Research Universities through a Create new National Research Universities through a

competitive processcompetitive process Special Item fundingSpecial Item funding Shift of funding from Excellence and Institutional Shift of funding from Excellence and Institutional

Enhancement strategies into the formulaEnhancement strategies into the formula Increase Group Health Insurance benefit fundingIncrease Group Health Insurance benefit funding

2.5% Budget Reduction2.5% Budget Reduction2.5% Budget Reduction2.5% Budget Reduction

2% or $1,643,826 – from TRB Debt Savings2% or $1,643,826 – from TRB Debt Savings0.5% or $410,956 – from Salary savings/benefits 0.5% or $410,956 – from Salary savings/benefits

due to delayed hiring of E&G funded positions.due to delayed hiring of E&G funded positions.

Viewed as a one-time funding exercise to improve the amount of Viewed as a one-time funding exercise to improve the amount of revenue available for the next biennium; no funding has been revenue available for the next biennium; no funding has been removed from UTSA.removed from UTSA.

If a permanent reduction is made, the USRP Council will need to If a permanent reduction is made, the USRP Council will need to recommend a different approach, although we can likely use one recommend a different approach, although we can likely use one time money until a sustainable strategy is determined.time money until a sustainable strategy is determined.

2% or $1,643,826 – from TRB Debt Savings2% or $1,643,826 – from TRB Debt Savings0.5% or $410,956 – from Salary savings/benefits 0.5% or $410,956 – from Salary savings/benefits

due to delayed hiring of E&G funded positions.due to delayed hiring of E&G funded positions.

Viewed as a one-time funding exercise to improve the amount of Viewed as a one-time funding exercise to improve the amount of revenue available for the next biennium; no funding has been revenue available for the next biennium; no funding has been removed from UTSA.removed from UTSA.

If a permanent reduction is made, the USRP Council will need to If a permanent reduction is made, the USRP Council will need to recommend a different approach, although we can likely use one recommend a different approach, although we can likely use one time money until a sustainable strategy is determined.time money until a sustainable strategy is determined.

university strategic resource planning council budget

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