1. FY15 Research Expenditure Report
The annual fiscal year report provides an overview of Total Sponsored Programs Expenditures, Total Research and Development Expenditures, Restricted Research Expenditures for fiscal year 2015 and the corresponding state funding awarded via the THECB. FY16 first quarter updates are also provided.
Internal Report prepared by the Office of the Associate Vice
President for Research and Federal Relations

2. New Legislative Programs for Research Support
Established by 84th Texas Legislature as part of the Governor’s Research University Initiative.
Core Research Support Fund-
Like TRIP, only the 8 Emerging Research Universities are eligible.
Replaces the old Emerging Technology Fund, Research Development Fund and Texas Competitive Knowledge Fund.
$117,111,410 Total Available Funding for FY16-17 Biennium.
Distribution based in equal parts on 3-year average of Restricted and Total R&D expenditures.
Texas Research University Fund-
$147M for Research Universities (TAMU and UT-Austin).
Texas Comprehensive Research Fund-$14M for All other 26 public universities.
There is also a matching program to recruit recognized faculty to eligible institutions.

3. Texas Research Incentive Program Update
Over $16.5M approved in TRIP eligible donations since Texas State
Became an ERU. Texas State will receive its largest
TRIP match Allocations in FY16 and FY17. Ten percent of
Match is directed to the Research Enhancement Program.

4. Total Sponsored Programs Expenditures
Total Sponsored Programs expenditures are from awards from external
funding sources and support research and instruction/public service.
F&A costs are included. During FY10-FY15 a 22% increase was realized.
Ten-Year look back: In FY06 31% of Total Sponsored Programs ($23.3M)
was classified as Research. In FY15 80% of the $39M is classified
as Research.
The total sponsored programs expenditures have increased 70% over the
ten year period, but research expenditures have increased 524%.

5. Recovered Facilities and Administrative Costs
Facilities and Administrative costs are necessary to support research
and other sponsored programs, but which cannot be readily assigned to
individual projects. The institution has the ability to charge the sponsor
for these expenses. The annual increase in recovered F&A is 26% and
the effective F&A rate during FY10-15 was 9-12%.
Ten-Year look back: In FY06 recovered F&A was $2.2M (9.5% effective rate).

6. Total Sponsored Programs Expenditures By Units
FY11
FY12
FY13
FY14
FY15
Applied Arts
$7,819,466
$7,958,930
$7,204,380
$7,784,326
$9,057,473
Education
$5,469,048
$3,980,515
$3,311,781
$1,541,627
$3,388,604
Fine Arts and Communication
$15,702
$48,179
$22,084
$119,201
$333,191
Health Professions
$2,382,483
$3,068,693
$3,337,989
$697,141
$897,407
Liberal Arts
$2,211,240
$1,887,372
$1,426,837
1,959,702
$1,402,241
McCoy Business College
$820,638
$1,036,386
$907,782
$845,219
$897,999
University Centers
$7,041,523
$9,400,556
$9,504,772
$7,714,262
$10,082,733
Science and Engineering
$7,680,241
$7,634,793
$7,803,215
$8,431,014
$10,098,640
University College
$572,152
$999,931
$1,017,722
Student Affairs
$1,340,721
$2,488,687
$1,494,225
$1,542,432
$1,629,036
Others (UA, AVPR)
$213,223

7. Total R&D Expenditures
Total Research and Development Expenditures are the sum of expenditures
from a combination of internal and external funds used to support only
research functions. These expenditures reflect the research enterprise in its
entirety. During FY11-15 a 43% growth was realized. Total R&D comprise 50%
of the basis for the Core Research Support Fund determination.
Ten-Year look back: In FY06 Total R&D expenditures were $9.8M.
Since then there has been 394% growth.

8. Restricted Research Expenditures
$19.1M
Restricted Research Expenditures are expenditures from external awards
restricted by the sponsor to support only research.
May include grants, contracts or gifts
Federal, State and Private funding sources
Private Gifts may be TRIP eligible
Key NRUF eligibility criterion ($45M)
Comprises 50% basis for the Core Research Support Fund
F&A costs are excluded from reported values
30% annual growth over FY14
During FY11-FY15 a 42% increase was realized
Ten-Year look back: In FY06 Restricted Research Expenditures were $4.4M.
Since then there has been a 524% increase.

9. ERU Restricted Research Expenditures
University
FY 2015
FY 2014
FY 2013
FY 2012
FY 2011
FY2006
annual difference
annual percent change
5-year difference
5-year percent change
10-year difference
10-year percent change
Texas State University
$27,244,557
$20,957,182
$20,944,752
$21,761,575
$19,078,112
$6,287,375
30%
$8,166,445
43%
$4,367,326
$22,877,231
524%
Texas Tech University
$48,774,414
$46,853,386
$40,735,021
$46,106,813
$50,205,458
$1,921,028 4%
-$1,431,044
-3%
$29,874,162
$18,900,252
63%
University of Houston
$64,394,171
$62,194,303
$61,151,281
$51,663,426
$53,100,109
$2,199,868
$11,294,062
21%
$36,029,632
$28,364,539
79%
University of North Texas
$16,097,336
$17,524,364
$17,748,903
$16,557,183
$14,476,509
-$1,427,028
-8%
$1,620,827
11%
$10,641,061
$5,456,275
51%
The University of Texas at Arlington
$31,614,826
$30,168,446
$32,082,256
$32,284,249
$29,869,344
$1,446,380 5%
$1,745,482 6%
$17,719,534
$13,895,292
78%
The University of Texas at Dallas
$45,111,033
$44,204,399
$43,944,356
$45,573,771
$43,659,514
$906,634 2%
$1,451,519 3%
$29,425,503
$15,685,530
53%
The University of Texas at El Paso
$46,821,190
$40,221,559
$44,057,028
$43,156,720
$40,179,653
$6,599,631
16%
$6,641,537
17%
$23,005,602
$23,815,588
104%
The University of Texas at San Antonio
$25,026,676
$23,640,919
$29,163,969
$32,356,827
$30,429,992
$1,385,757
-$5,403,316
-18%
$19,266,678
$5,759,998
Texas State has the largest 1-, 5-, and 10-year percentage increases in
restricted research expenditures among all ERUs.
Texas State has the 2nd largest 1-year net increase, 2nd largest 5-year increase
And 3rd largest 10-year net increase among all ERUs.

10. Research Strategic Plan Update
Two milestones were identified in the Research Strategic plan as key benchmarks to measure progress towards NRUF-eligibility:
Membership in Council on Government Relations (COGR) is an association of research universities involved in the development of all major financial and administrative aspects of federally-funded research. Requirement for membership is $15M in Federal Research Funding based on NSF Survey. In FY15 Texas State had $18.7M and FY15 NSF Survey is being finalized. Letter to COGR requesting membership has been sent. (Ten years ago, Federal Research expenditures were $1.87 M).
2. Carnegie Classification was upgraded from Masters, Large
to Doctoral Research, Higher Activity.

11. Projection of Restricted Research Expenditures to NRUF Eligibility Starting from FY14 Assuming 7.94% Growth Rate
At the end of FY15 Texas State is approximately 2.5 years ahead
of schedule to reach $45M within original timeline projected in
2013 Research Plan. Target can be reached now with 5.5% growth
Starting from FY15 value.

12. FY16 1st Quarter Update Sponsored Programs Expenditures (Instruction and Research)
FY 2013
FY 2014
FY 2015
FY2016
Sept
1,973,916.57
1,795,119.65
2,034,315.64
2,798,436.27
Oct
4,824,808.58
3,956,878.98
4,556,649.15
6,398,954.43
Nov
7,245,540.87
6,307,183.09
6,697,140.92
9,204,989.67
Dec
9,809,614.98
8,151,890.83
9,000,339.06
12,027,716.12
Jan
12,575,901.63
10,364,681.55
12,550,553.32
Feb
15,725,122.49
12,939,149.80
15,550,440.04
March
18,327,144.55
15,228,395.68
18,493,792.42
April
21,126,358.35
18,181,626.02
21,669,420.28
May
23,767,987.33
20,888,632.14
24,751,170.90
June
26,753,067.16
23,913,944.96
29,118,382.97
July
30,946,771.73
27,278,038.78
33,549,669.62
August
35,617,726.74
31,650,121.10
39,033,331.40
Very Strong first quarter performance. Total Expenditures (including
IDC) for research and instruction are up 33% over this period last year. Recovered indirect costs are up 28.5%.

13. FY16 1st Quarter Update on Restricted Research Expenditures
THECB Restricted Research Report
FY 2012
FY 2013
FY 2014
Prior Year FY 2015
Current Year FY 2016
Quarter Variance %
1st Qtr
3,623,922.90
4,149,947.92
4,687,032.58
4,581,305.37
6,682,483.90
45.86%
2nd Qtr
4,980,574.42
5,662,676.15
4,722,085.91
6,802,370.83 - %
3rd Qtr
5,213,146.74
5,325,790.50
5,791,738.86
7,026,779.38
4th Qtr
7,943,931.43
5,806,337.55
5,756,325.26
8,834,101.40
Total
21,761,575.49
20,944,752.12
20,957,182.61
27,244,556.98
FY16 started with the best 1st quarter on record. Too early to project
Year-end figure, but it does bode well for another good year.

14. FY16 1st Quarter Update on Total R&D Expenditures
Prior Year FY 2015
Current Year FY 2016
Quarter Variance %
Quarter Variance $
1st Qtr
6,706,259.17
7,623,584.74
9,219,378.05
9,379,878.34
12,415,335.96
32.36%
3,035,457.62
2nd Qtr
8,272,776.46
9,502,183.11
8,343,251.33
11,730,324.04 - %
(11,730,324.04)
3rd Qtr
8,683,740.39
8,687,681.28
10,704,845.83
12,209,708.79
(12,209,708.79)
4th Qtr
13,000,887.51
11,239,741.58
10,997,316.14
14,374,345.32
(14,374,345.32)
Total
36,663,663.53
37,053,190.71
39,264,791.35
47,694,256.49
(35,278,920.53)
FY16 started with the best 1st Quarter on record for
Total R&D.

15. What can we take away from this?
Texas State’s community-wide commitment to promote Research and Scholarship is its biggest asset and strength and the principle reason for success.
The strategic plan for growing the research enterprise is well-tested and effective.
The financial investment in people, programs and infrastructure has realized a high return.
The institutional machinery has the capacity to absorb enormous and rapid growth.
The Rising Star of Texas is shining bright!