Groundhog Day—Better than the Movie

California State University, Northridge Academic Affairs

May 3, 2011

Agenda

O Overall Budget Reality

O Budget Planning Priorities

O Operational and Structural Changes

O Review of Budget Planning Materials

O Discussion of Possible Avenues to Meet Shortfall

O Group Exercise

O Wrap-up

Overall Budget Reality and Budget Planning Priorities

Harry Hellenbrand

Provost and Vice President for Academic

Affairs

Overall Budget Reality

TExL Program

Reinvestment,

$5,050,492

State Trust Fund,

$4,200,281

Projected General

Fund Carry-Forward,

$25,650,000

Academic Affairs Fund Balances as of 4/10/11

* excludes the VPAC

Overall Budget Reality

TExL Program

Reinvestment,

$5,050,492

State Trust Fund,

$4,200,281

3% General Fund Carry-

Forward Limit Policy,

$4,000,000

$21,650,000

Academic Affairs Fund Balances

* excludes the VPAC

? Shortfall

Operational and Structural Changes

O Operational

O Efficiency

O Structural

O Realignment of Priorities

O Organizational Structure

O Program and Service Types

O Instructional and Service Delivery Methods

Review of Budget Planning Materials

Budget Reduction Scenarios

Colleges and Library

AMC1 14,311,682$

BE4 11,453,670$

EDU2 12,181,379$

ECS 7,702,623$

HHD3 10,771,967$

HUM 13,467,996$

SM 14,089,189$

SBS 15,071,235$

LIB 7,760,256$

Subtotal Colleges & Lib 106,809,997$

AcAff Administration 27,759,324$

Subtotal AcAff Administration 27,759,324$

Total 134,569,321$

2010/11

Adjusted

General Fund

Base BudgetArea5% Cut Credit

Balance of

Reduction

Colleges and Library

AMC1 14,311,682$ (921,152)$ 513,431$ (407,721)$

BE4 11,453,670$ (737,200)$ 249,246$ (487,954)$

EDU2 12,181,379$ (784,038)$ 131,809$ (652,229)$

ECS 7,702,623$ (495,769)$ 299,122$ (196,647)$

HHD3 10,771,967$ (693,323)$ 428,157$ (265,166)$

HUM 13,467,996$ (866,849)$ 372,260$ (494,589)$

SM 14,089,189$ (906,831)$ 459,361$ (447,470)$

SBS 15,071,235$ (970,040)$ 381,973$ (588,067)$

LIB 7,760,256$ (499,478)$ 125,321$ (374,157)$

Subtotal Colleges & Lib 106,809,997$ (6,874,680)$ 2,960,680$ (3,914,000)$

AcAff Administration 27,759,324$ (125,320)$ 125,320$ -$

Subtotal AcAff Administration 27,759,324$ (125,320)$ 125,320$ -$

Total 134,569,321$ (7,000,000)$ 3,086,000$ (3,914,000)$

2010/11

Adjusted

General Fund

Base BudgetArea

~5% Reduction ($7 Million)

5% Cut Credit

Balance of

Reduction

SBS 15,071,235$ (970,040)$ 381,973$ (588,067)$

2010/11

Adjusted

General Fund

Base BudgetArea

~5% Reduction ($7 Million)

2011/12

(60%)

2012/13

(40%)

(588,067)$ (352,840)$ (235,227)$

Balance of

Reduction

Two-Year Spread of

Additional Reduction

Academic Affairs Total Expenses

General Fund,

$170M

Other Sources

of Fund, $10M

TOTAL: $180M

If non-General Fund sources of revenue increase…

General Fund,

$170M

Other Sources

of Fund, $20M TOTAL: $190M

BUT what if…

General Fund,

$170M

Other Sources

of Fund, $10M

TOTAL: $180M

General

Fund,

$170M

???

$10M

General

Fund,

$160M

????

$20M

General Fund Carry-Forward

$-

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

$3,000,000

2006/07 2007/08 2008/09 2009/10 2010/11

General Fund Carry-Forward2006/07 - 2010/11*

AMC BE EDU ECS HHD HUM SM SBS LIB

* 2010/11 carry-forward amounts are projected

General Fund Carry-Forward and Base Budget

R² = 0.2105$0

$200,000

$400,000

$600,000

$800,000

$1,000,000

$1,200,000

$1,400,000

$1,600,000

$1,800,000

Ge

ne

ral

Fun

d C

arry

-Fo

rwar

d

General Fund Base Budget

General Fund Carry-Forward by Base Budget Five-Year Average*

LIB

HUM

ECSSBS

HHD

EDUAMC

SM

BE

* 2006/07 - 2010/11

General Fund Expenses* and Base Budget

$0

$2,000,000

$4,000,000

$6,000,000

$8,000,000

$10,000,000

$12,000,000

$14,000,000

$16,000,000

$18,000,000

AMC BE EDU ECS HHD HUM SM SBS LIB

General Fund Expenses (without benefits) by Base BudgetFour-Year Average (2006/07 - 2009/10)

General Fund Expenses General Fund Base Budget

*without benefits

Cost per FTES and FTEF 2008/09 and 2009/10

Description AMC BE EDU ECS HHD HUM2,3 SM3 SBS2,3

2008/09 Total General Fund Expenses1 17,657,480$ 13,267,158$ 13,609,927$ 10,164,450$ 14,351,695$ 15,803,783$ 17,845,220$ 18,644,844$

2008/09 Actual Annualized FTES 3,831 3,178 2,223 1,379 3,623 4,216 3,713 5,627

2008/09 Fall FTEF 174 101 137 79 158 169 155 196

Cost per FTES 4,609$ 4,175$ 6,121$ 7,370$ 3,961$ 3,749$ 4,806$ 3,313$

Cost per FTEF 101,567$ 131,358$ 99,343$ 128,664$ 90,834$ 93,514$ 115,130$ 95,127$

2009/10 Total General Fund Expenses1,4 14,242,660$ 11,527,815$ 12,187,722$ 8,600,105$ 12,223,670$ 13,724,474$ 15,297,536$ 15,424,053$

2009/10 Actual Annualized FTES 3,374 2,995 2,193 1,334 3,228 4,115 3,268 5,059

2009/10 Fall FTEF 151 90 129 75 161 161 143 165

Cost per FTES 4,221$ 3,849$ 5,559$ 6,449$ 3,786$ 3,336$ 4,681$ 3,049$

Cost per FTEF 94,322$ 128,087$ 94,478$ 114,668$ 75,923$ 85,245$ 106,976$ 93,479$

Modeling Increase in SFR

FTES FTEF SFR

Target

SFRFall 2011

FTES Target FTEF SFR Cost Savings

AcAff FT 11,997.1 578.1 20.8 14,326.6 577.6 24.8

AcAff PT 15,323.0 523.6 29.3 11,690.4 398.1 29.4 2,454,348$

Total 27,320.1 1,101.7 24.8 26.0 26,017.0 975.7 26.7

% PT 56% 48% 45% 41%

FALL 2010 ACTUALS 5% Increase in SFR

Faculty

TypeCollege

Discussion of Possible Avenues to Meet Shortfall

Group Exercise

Wrap-up