Budget Model and Major Funds Overview Office of the Provost Division of Academic Affairs Budget Model and Major Funds Overview Marna Genes AVP-Academic Budgets & Planning

AAD Budget Model Key features: Decentralized (decanal authority) Stable Resource Levels Changes are Predictable Rational Basis Transparent

College Budgets Adjustments made to college budgets each year based on enrollment (FTES) Dollars are allocated, not faculty lines Deans recommend faculty hires; Provost approves Funds provided for staffing and instructional support when possible

How are College FTES Determined? ICLM (Induced Course Load Matrix) : Predictive model based on past course-taking behaviors Projected Headcount Majors by: Residency College Student Level (frosh, soph, etc.) FTES allocations by college and residency status ICLM INPUTS OUTPUTS

Marginal Cost of Instruction College Enrollment Funding is Based on FTES Type & Residency Marginal Cost of Instruction (MCI) Rates Applied Sciences & Arts $3,657 Lucas College of Business $3,366 Lurie College of Education $3,489 Davidson College of Engineering $3,527 Humanities & the Arts $3,157 Science $3,325 Social Sciences $2,710 Residency Target FTES Rate Surplus FTES Rate Resident MCI $2,600 Non-resident The budget model funds FTES based on residency and whether they are Target or Surplus FTES. There is an appendix in the College Resource Allocations memo that explains the AAD budget model. See: College Resource Allocations October 10, 2016 Academic Affairs Division Budget Briefing

Visit the SSETF website http://www. sjsu Visit the SSETF website http://www.sjsu.edu/ finance/policies_guidelines/ssetf/index.html Major Funds Source: Student fees Control Point: University or College Appropriate Use: Depends on flavor of funds; Regular Session only Course Support – costs associated with delivering instruction (e.g., lab expenses, art consumables) Instructionally Related Activities – activities integrally related to formal instructional offerings (e.g., intercollegiate athletics, radio stations, theatre/music/dance productions, forensics, etc.) Student Success – generally awarded for specific activities; treat like a grant Year-End Balance: Reverts to the University Student Success, Excellence, and Technology Fee (SSETF) Source: Student fees Control Point: College Appropriate Use: Costs associated with the support and development of self-supporting instructional programs (Special Session, Summer Session*, Winter Intersession) Not a discretionary fund *Excludes MBA and Education programs that are Regular Session and taught year-round Year-End Balance: Returns to the Department Continuing Education Revenue Fund (CERF) Also known as “Op Fund” Sources: State support and student fees; primarily tuition fee and non-resident fee Control Point: College Appropriate Use: Costs associated with delivering and administering Regular Session instructional programs Year-End Balance: Reverts to the College CSU Operating Fund (CSUOF)

Student Fees-Golden Rules All fees charged to students must be approved by the President before they may be assessed Some fees are subject to review by the Campus Fee Advisory Committee We no longer assess course-based fees, unless for field trips (please check your syllabi) Never accept payments from students Never hold or manage bank accounts for SJSU activities

Resources and Information See: www.sjsu.edu/provost/budget College Resource Allocation Memos Annual Academic Affairs Budget Plans ICLM Explained and Enrollment Management FAQ Policies and Guidelines Departmental Convocation/Graduation Events CERF Guidelines