west texas a&m university · 6,706 7,064 7,305 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000...

WestTexasA&MUniversityFY2017Programma<cBudgetReview

1

WestTexasA&MUniversity

Sec%onI

AcademicPerformance

2

3


7,412 7,502 7,5357,769 7,839 7,886 7,909

8,381

8,9709,482

5,5775,639 5,707 5,947 6,140 6,242 6,323

6,706 7,0647,305

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

10,000

Fall2006 Fall2007 Fall2008 Fall2009 Fall2010 Fall2011 Fall2012 Fall2013 Fall2014 Fall2015

EnrollmentTrend

Headcount FTSE

EnrollmentTargetWestTexasA&MUniversity

4

TheWestTexasA&MUniversityStrategicPlan:2015-2019,targetsheadcount

enrollmentat11,000andFTEenrollmentat9,000byFall2018.

EnrollmentPlansBySelectedProgram(Headcounts)

Program Fall2015 2018Target

AgriculturalSciences 777 1,075

Business 2,142 2,250

ComputerScience 129 220

CriminalJus<ce 264 400

Engineering 537 800

HealthSciences 116 165

Nursing 728 930


5

EnrollmentPlanForOn-linePrograms(Headcounts)

Program Fall2015 2023Target

On-linePrograms 2,370 15,000


6


7

DEMOGRAPHICS TotalEnrollment

AfricanAmerican

Hispanic

White

Other

Students(Fall2015)

Undergraduate 7,457 5.5% 26.2% 60.1% 8.2%

Graduate 2,025 6.8% 16.7% 59.4% 17.1%

Total 9,482 5.8% 24.2% 59.9% 10.1%

Students(Fall2015) TotalEnrollment

InState %ofTotal OutofState/Foreign

%ofTotal

Undergraduate 7,457 6,450 86% 1,007 14%

Graduate 2,025 1,278 63% 747 37%

Total 9,482 7,728 82% 1,754 18%

8


86,686

89,30790,761

91,802

97,123

102,047

105,077

87,253

90,20291,610

92,799

98,307

103,177

106,304

80,000

85,000

90,000

95,000

100,000

105,000

110,000

Fall2009 Fall2010 Fall2011 Fall2012 Fall2013 Fall2014 Fall2015

SemesterCreditHoursFallSemester

State-Funded Total

9


10


19.3%

22.0%23.5%

24.6%

22.5%21.8%

27.4%

24.7%

20.9%

23.2%

25.3%26.0%

24.9% 23.8%

29.9%

26.0%

0%

5%

10%

15%

20%

25%

30%

35%

FY2008 FY2009 FY2010 FY2011 FY2012 FY2013 FY2014 FY2015

Four-YearGraduationRate

SameInstitution Total

11


40.1% 37.8% 39.7%41.5%

42.9%40.3% 40.5% 39.6%

47.6% 46.4% 45.6%47.4%

48.2%

46.3%

48.0%

45.4%

0%

10%

20%

30%

40%

50%

60%


Six-YearGraduationRate- PercentSame(Rate)

SameInstitution Total

12



13

FirstYearPersistenceforEnteringCohort SixYearGradua%onandPersistence

Fall2014 StateAvg FY2015 StateAvg

AllStudents 75.4% 86.9% 56.4% 69.9%

White 78.2% 89.6% 59.2% 75.6%

African-American 69.9% 80.3% 36.3% 53.8%

Hispanic 73.3% 85.5% 56.4% 65.2%

14


15


DEMOGRAPHICS TotalEmployed

AfricanAmerican

Hispanic

White

Other

Faculty&Staff(Fall2015)

Faculty 407 4 20 358 25

Staff 688 18 52 494 124

Total 1,095 22 72 852 149


16

17



18


19

Sec%onII

AcademicProgramDevelopment


20

AcademicProgramDevelopment•  Process–EnhancingPrograms:–  Facultymembersevaluateprogramrequirementsannually,usingseveralmetrics.•  Qualita<veandquan<ta<veinforma<onaboutlearningassessment

•  Student,employer,andcommunityinputabouttheprogram–  Eachsemester,facultymemberssubmitproposedcurriculumchangestodepartmentalcurriculumcommibees.Thesechangesarediscussedandvotedonatthedepartmentalleveland,withtheconcurrenceofthedepartmentheadanddean,routedtooneofseveraluniversity-widecurriculumcommibees.

–  ApprovedproposalsmoveforwardtotheProvost/VPAAforconsidera<onandfinalapproval.


21

AcademicProgramDevelopment•  Process–AddingPrograms:

Thedecisiontoaddanewprogrambeginswiththefacultymembers,whoconsiderinternalandexternalcriteriasuchas:

•  StudentDemand(informalinforma<on)•  StateandRegionalEmployerDemand(SurveyData)•  RegionalandNa<onalJobMarketNeeds(SurveyData)•  AppropriatenesstoUniversitymissionandvision•  An<cipatedstart-upandopera<onalcostsofthenewprogram•  Facultyexper<seandabilitytodeliverahighqualityprogram⁻  ApprovalProcess:


22

DepartmentHead Dean Provost President TAMUSBOR(ifnecessary)

THECB

Anynewcoursesrequiredfortheprogrammustbesubmibedthroughtheregularcurriculumprocessforapproval.

AcademicProgramDevelopment•  Process–ProgramDele<on:

Thedecisiontodeleteaprogramcomesfromseveralcriteriasuchas:• Enrollmentdeclinesover<me(internalenrollmentdata)• Lowreten<onratesinthemajor(internalenrollmentdata)• Lownumbersofgraduates(internaldata;THECBdata)• Declineinmarketdemands(jobmarketsurveydata)• Highdeliverycostsvs.lowstudentenrollments(internaldata)• Lownumberofqualifiedfaculty• InconsistencywithUniversitymissionandvision• ProgramQuality(poorstudentlearningoutcomesresults)


23

Iftherearenomi<ga<ngcircumstancesorcompellingreasontobelievethatlow-producingtrendswillbereversed,thedecisionismadebytheProvostandPresidenttodeletetheprogram.TheTHECBandTAMUSareno<fiedofthedecisiontodeletetheprogram

AcademicProgramDevelopment•  Recentlyapprovedprograms:– EnvironmentalEngineering03/30/2012–  JointB.S.inPhysics(TexasPhysicsConsor<um)–07/23/2013


24

AcademicProgramDevelopment•  Indevelopment:– M.S.inEngineering–proposedstartdate09/01/2016

– B.S.inElectricalEngineering–proposedstartdate09/01/2016

–  JointEd.D.withTexasA&MInterna<onal–proposedstartdate09/01/2017

– M.S.inComputerInforma<onSystems–proposedstartdate09/01/2017


25

AcademicProgramDevelopment•  Phasedoutorbeingphasedout:–  B.M.inMusicPerformance–effec<ve08/31/2014–  B.M.inMusicComposi<on–effec<ve08/31/2014–  B.M.inMusicTherapy–effec<ve08/31/2014– MBAinGeneralBusiness–Agriculture–effec<ve08/31/2015

– M.A.InArt–effec<ve08/31/2016–  B.A.andB.S.inGeology–effec<ve08/31/2018–  B.A.andB.S.inPre-LawStudies–effec<ve08/31/2018

–  B.S.inPhysics–effec<ve08/31/2018–  B.S.inBiotechnology–effec<ve08/31/2019


26

Sec%onIIIFinancial


27


28

$26,840 $26,867

$23,096 $22,880 $23,238 $23,153

$27,825 $27,723

$-

$5,000

$10,000

$15,000

$20,000

$25,000

$30,000


STATEAPPROPRIATIONS- GR(inthousands)

*ExcludesTRBDebtService Appropriations


29


30


31


32*inMillions


33*inMillions

ReservesandInternalCommitments


34

Inaddi<ontoreservesforopera<ons,WestTexasA&MUniversityhassetasidereservesforyearstwo,threeandfouroftheguaranteedtui<onprogramtocoverthoseyearsofinstruc<on.


35

Tui<onandFeesPlanforFY2017(AsapprovedbytheBoardofRegents–November2015)


36

•  IncreasestoGuaranteedTui<onandFeeswillbebasedontheHigherEduca<onPriceIndex.The2.2%increasewouldgenerateapproximately$600,000.

•  AstudentreferendumtoincreasetheIntercollegiateAthle<cFeeby$10/SCHwithacapat13SCHwasapprovedthisMarch.Thiswillgenerateapproximately$550,000inyearonewithincreasingrevenueinsubsequentyears.

•  Anew,one-yearop<onalTui<onandFeeratewillbeofferedtostudentsasanalterna<vetoGuaranteedTui<onandFees.

•  Duetocon<nued,historicenrollmentgrowth,a2.0%increasewasincludedinthebudgetandaccountsforanincreaseofapproximately$1,137,000.


37

$624,155 $753,423$1,005,967

$1,142,627$1,256,890

$1,382,579

$-

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

FY2012 FY2013 FY2014 FY2015 Proj.FY2016 Proj.FY2017

HazlewoodExemption

Veteran Spouse/Dependent Legacy

$1,301,708

$1,349,644

4% incr

$1,553,43515%incr

$1,742,56912%incr

$1,909,01110%incr

$2,092,55910%incr


38

FY2017REVENUEBUDGET

REVENUES FY2016 FY2017 Amount %StateAppropriations 38,759$ 42,426$ 3,667$ 9%HigherEducationFund 4,776$ 7,164$ 2,388$ 50%TuitionandFees(Gross) 62,783$ 67,415$ 4,632$ 7%ContractsandGrants 7,162$ 7,964$ 802$ 11%StudentFinancialAssistance 14,575$ 16,071$ 1,496$ 10%Gifts 3,995$ 4,734$ 739$ 18%SalesandServices 25,966$ 27,301$ 1,335$ 5%InvestmentIncome 703$ 724$ 21$ 3%Discounts (16,279)$ (17,912)$ (1,633)$ 10%

TOTALREVENUES 142,440$ 155,887$ 13,447$ 9%

BUDGET(inthousands) Variance


39Inthousands


40


41


42

Inthousands


43

BudgetExpenseVarianceWestTexasA&MUniversity

(inthousands) 44

EXPENSES FY2016 FY2017 Amount %Salaries-Faculty 23,626$ 25,169$ 1,543$ 7%Salaries-Non-Faculty 25,269$ 26,381$ 1,112$ 4%Wages 4,518$ 3,884$ (634)$ -14%Benefits 14,919$ 16,060$ 1,141$ 8%PersonnelCosts 68,332$ 71,494$ 3,162$ 5%

Utilities 3,951$ 4,143$ 192$ 5%Scholarships 27,927$ 29,831$ 1,904$ 7%Discounts (16,280)$ (17,912)$ (1,632)$ 10%Equipment(capitalized) 5,135$ 8,088$ 2,953$ 58%OperationsandMaintenance 39,320$ 42,825$ 3,505$ 9%

TOTALEXPENSES 128,385$ 138,469$ 10,084$ 8%

BUDGET VARIANCE


45Inthousands

BudgetExpenseVarianceWestTexasA&MUniversity

(inthousands) 46

FUNDGROUP/NACUBOFUNCTIONE&GandDesignated: FY2016 FY2017 Amount %

Instruction 31,325$ 39,566$ 8,241$ 26%AcademicSupport 6,806$ 13,624$ 6,818$ 100%StudentServices 5,034$ 9,173$ 4,139$ 82%ScholarshipsandFellowships 4,946$ 7,134$ 2,188$ 44%InstitutionalSupport 24,982$ 17,541$ (7,441)$ -30%O&MofPlant 13,445$ 12,894$ (551)$ -4%PublicService 1,955$ 2,452$ 497$ 25%Research 2,201$ 2,028$ (173)$ -8%

E&GandDesignatedSubtotal: 90,694$ 104,412$ 13,718$ 15%Auxiliary: -$

Auxiliary 23,414$ 17,580$ (5,834)$ -25%AuxiliarySubtotal: 23,414$ 17,580$ (5,834)$ -25%Restricted:

Instruction 425$ 479$ 54$ 13%AcademicSupport 1,380$ 1,318$ (62)$ -4%

StudentServices -$ 283$ 283$ScholarshipsandFellowships 7,646$ 9,727$ 2,081$ 27%InstitutionalSupport 68$ 25$ (43)$ -63%PublicService 2,629$ 2,066$ (563)$ -21%Research 2,128$ 2,579$ 451$ 21%

RestrictedSubtotal: 14,276$ 16,477$ 2,201$ 15%TOTAL 128,384$ 138,469$ 10,085$ 8%

VARIANCEBUDGET


47


48

NewGoalsandObjec%ves(includingmethodoffinance)

Goal1:StartupofElectricalEngineeringprogram BudgetImpact MethodofFinance FTE'sCapitalandOpera%ons 100,000 NewSpecialItemAppropria<on 100,000

Goal2:Provideresourcesforhighgrowthacademicareas BudgetImpact MethodofFinance FTE'sFaculty 469,000 7-AgriculturalCommunica<ons/Media;ComputerScience;Accoun<ng;Finance;Sax,Jazz,MusicTheory;Nursing;CriminalJus<ce;SchoolPsychology**-Payupgrade Staff 114,000 2

-Librarian;EarlyAlertCoordinator;DeanSecretary;QEPSecretary;CampusVisitCoordinator;AdmissionsRecordAssistant;ITSOnlineMediaProduc<onCoordinator NewGRFunding 583,000 Goal3:Legisla%vemandatesandincreaseopera%onaleffec%veness BudgetImpact MethodofFinance FTE'sStaff 221,000 7-PoliceOfficers(4)*;PostAwardGrantAccountant;AccountantII;BookstoreBuyer*-Posi<onsforAmarilloCenter DesignatedTui<onandSalesRevenue 221,000 Goal4:IncreaseStudentAcademicsupplementalprogramming BudgetImpact MethodofFinance FTE'sProgramming 235,900 -CivitasLearningNetwork;Recrui<ngandMarke<ng;QualityEnhancementPlan HEAF;DesignatedTui<on 235,900


49

SalaryPlanFY2017SALARYPLAN AMOUNT

Faculty:

1.5%MeritPool $400,000MarketAdjustmentsandPromo<ons $35,000

Benefits $67,642

FacultySubtotal: $502,642Staff: 1.5%MeritPool $400,000MarketAdjustments $25,000PwCPayPlanAdjustments $300,000Benefits $112,737

StaffSubtotal: $837,737 Total: $1,340,379

SalaryPlanWestTexasA&MUniversity

50

•  SalaryincreasesforFY2017areincludedinthebaselinebudgetrequest.

•  Itisnotcon<ngentoneithermee<ngenrollmenttargetsorontui<onandfeerequests.

•  ThePwCClassCompensa<onprojectisplannedtobeimplementedoverathree-yearperiod.

Sec%onIV

RequesttoExceedFTELimit


51

FTERequest(Appropriated$only)Noaddi<onalFTE’sarerequestedforFY2017


52

Sec%onV

AuxiliaryOpera%ons


53


(inthousands)

54

FoodService ActualsFY2015 FY2016 FY2017 Amount %

Revenue 5,322$ 5,070$ 5,164$ 94$ 1.9%

Expenses (3,569)$ (4,070)$ (4,164)$ (94)$ 2.3%

Transfers (1,026)$ (1,000)$ (1,000)$ -$ 0.0%

NetIncome/(Loss) 727$ -$ -$ -$

Budget BudgetVariance


(inthousands)

55

Athletics ActualsFY2015 FY2016 FY2017 Amount %

Revenue 1,965$ 2,462$ 2,546$ 84$ 3.4%

Expenses (7,234)$ (7,668)$ (8,080)$ (412)$ 5.4%

Transfers 5,269$ 5,206$ 5,534$ 328$ 6.3%

NetIncome/(Loss) -$ -$ -$ -$



(inthousands)

56

ResidentialLiving ActualsFY2015 FY2016 FY2017 Amount %

Revenue 9,699$ 9,805$ 10,070$ 265$ 2.7%

Expenses (3,929)$ (9,635)$ (9,900)$ (265)$ 2.8%

Transfers (5,297)$ (170)$ (170)$ -$ 0.0%

NetIncome/(Loss) 473$ -$ -$ -$


Sec%onVI

CapitalPlanUpdate


57


58

ProjectsUnderConstruction

ProjectBudget($M) PrimaryFundingSource

%ConstructionCompleted

ProjectedCompletion

Date

AgricultureScienceComplex $48.2TuitionRevenueBonds/Gifts 1% July2018

CornetteLibraryRoof $1.0 DesignatedTuition 95% Spring16

EducationBuildingExteriorPreservation $0.4 HEF 50% Summer16

ANSParkingLot $0.5 RFS 10% Summer16

JarrettHallLifeSafety $3.9 AuxiliaryRevenue 5% June2017

Total 53.9$


59

FY2017PriorityProjects

PlanningAmount($M)

PrimaryFundingSource

CurrentStatus

GrossSquareFootage

E&G

EngineeringPhaseII 6.0$ HEF/Gift Design 20,000

AmarilloCenterPhaseII 9.1$ TRB/HEF Planning 75,000

26thStreetRenovation 3.5$ HEF Planning n/aJarrettHallRenovation 9.9$ Auxiliary PlanningUtilityLoopExtension 3.5$ HEF Planning n/aRoofs-HailDamage 6.0$ InsuranceProceeds Planning n/a

Total 38.0$

Auxiliary,InfrastructureandOther

FootballStadium 29.8$ AuxiliaryFees Planning

PhysicalPlantProjectsandOther 17.5$ HEF/Gifts/RFS Planning

Total 47.3$


60

UnfundedCapitalProjects

PlanningAmount($M)

ProjectedFiscalYearof

ConstructionCurrentStatus

EnterpriseNetworkAdminBuilding 3.0$ 2017 Design

UndergraduateResidenceHallRenovations 3.0$ 2017 Planning

UndergraduateResidenceHallPhaseIII 25.0$ 2018 PlanningWTAMUVisitorCenter 20.0$ 2018 PlanningNursingandHealthBuilding 20.0$ 2018 PlanningWTAMUEnrichmentCenter 25.0$ 2019 PlanningUndergraduateResidenceHallPhaseIV 35.0$ 2020 Planning

Total 131.0$


61

MemberDateofFollow-up

Audit Cleared Remaining

WTAMU 6 2 4

UpcomingAuditschedule:AuxiliaryAuditinFY2016

TotalNumberofRecommendations

PerFollow-UpAuditNumberof

west texas a&m university · 6,706 7,064 7,305 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000...

Documents