1. FY2017 Mid-Year Review FY2018 Budget Planning
Budget Planning and Development
FAR Meeting
March 22, 2017
Tammy Anthony, Senior Director
Office of Financial Affairs (

2. Agenda Trend – Paying Semester Credit Hours (SCH)
Fall and Spring Comparison – Paying SCH
Tuition and Student Fee Revenue Projections
FY 2017 Revenue Projections and Assumptions
FY 2018 Updates to Budget Planning Process
Budget Planning and Development
Office of Financial Affairs

3. Trend – Paying Semester Credit Hours
Budget Planning and Development
Office of Financial Affairs

4. Fall and Spring Comparison – Paying SCH
Fall 2016 Budget
Fall Certified
Fall 2015 Certified
Fall over Fall Inc (Dec)
% Change
UG - Resident
283,577
285,162
1,585
0.6%
UG - Non-Resident
9,983
6,955
(3,028)
-30.3%
G - Resident
20,736
21,915
1,179
5.7%
G - Non-Resident
1,931
1,089
(842)
-43.6%
Doctoral - Resident
4,755
4,729
(26)
-0.5%
Doctoral - Non-Resident
174
120
(54)
-31.0%
Total - Paying SCH
321,156
319,970
(1,186)
-0.4%
Spring 2017 Budget
Spring Certified
Spring 2016 Certified
Spring over Spring Inc (Dec)
260,963
262,990
257,033
5,957
2.3%
8,141
5,718
8,100
(2,382)
-29.4%
19,047
21,152
19,777
1,375
7.0%
1,450
788
1,224
(436)
-35.6%
4,277
4,569
4,423
146
3.3%
189 64
161
(97)
-60.2%
294,067
295,281
290,718
4,563
1.6%
Budget Planning and Development
Office of Financial Affairs

5. Tuition and Student Fee Revenue Projections
Budget Planning and Development
Office of Financial Affairs

6. FY 2017 Revenue Projections and Assumptions
Methodology:
Tuition and Mandatory Fee revenue projections based on Paying SCH
Paying SCH Total 679,809
Certified Fall 2016
Certified Spring 2017
Estimates for Summer 2017
Budget Planning and Development
Office of Financial Affairs

7. FY 2017 Revenue Projections and Assumptions
Methodology (Continued):
Incidental Fee projections based on:
Actuals through February, and
Prior year trends for March through August
Budget Planning and Development
Office of Financial Affairs

8. FY 2017 Revenue Projections and Assumptions
Forecast Impact
Tuition Revenue Shortfall
Continued reductions in non-resident SCH
Direct Impact to the base budget for the current year
Reduces Financial Aid set asides
Budget Planning and Development
Office of Financial Affairs

9. FY 2017 Revenue Projections and Assumptions
Forecast Impact (Continued)
Fee Revenues
Fees not directly impacted by reduction in non-resident paying SCH
Fees cannot be used to offset tuition revenue shortfall; they are collected and used for specific purposes
Budget Planning and Development
Office of Financial Affairs

10. FY 2017 Revenue Projections and Assumptions
Forecast Impact (Continued) Budget adjustments for Mandatory and Incidental Fees will be recorded in March 2017 after review with fee administrators
Budget Planning and Development
Office of Financial Affairs

11. FY 2018 Updates to Budget Planning Process
Phase I
Departments use Hyperion to make changes to cost center budgets
Budget guidelines and supplemental reports will be provided
Positon upload to Hyperion proved challenging again this year, but should be more complete and accurate than last year.
Budget Planning and Development
Office of Financial Affairs

12. FY 2018 Updates to Budget Planning Process
Phase II
Tuition and Mandatory Fee Budgets will be based on
Prior year trends
Current enrollment information
Incidental Fee Budgets will be reviewed and adjusted with fee owners
Budget Planning and Development
Office of Financial Affairs

13. FY 2018 Updates to Budget Planning Process
Phase II (Continued)
CMO will review recommendations for tuition, fees and semester credit hour projections
Results from Legislative process will be finalized
Budget Adjustments in Hyperion will be coordinated by the Budget Office with VP Areas and Area Budget Representatives as needed
Budget Planning and Development
Office of Financial Affairs

14. FY 2018 Updates to Budget Planning Process
FY 2018 Operating Budget Planning Timeline (Revised)
January 31
Finalize Hyperion Access for Users (Returning and New) Area Budget Coordinators and VP Financial Area Reps
February 6-10
Hyperion Budget Training - Refresher Course For Returning and Full Two Part Course for New Users
Hyperion Loaded with Adjusted FY 2017 Budget and Position Compensation Rates as of January 31
March 22
Phase 1: Hyperion OPENS to "Area Budget Coordinators" - For the FY 2018 Operating Budget Development
Central Budget Office will provide Non E&G Longevity Reports based on current Longevity as of January 31
Central Budget Office will provide Benefits Updates for FY 2018 (if any)
Central Budget Office will provide three year trends for revenue generating areas
Central Budget Office will provide Debt Service Budgets
April 12-18
Recommend - Hyperion Reconciliation by Financial Area Representatives in each VP Area
April 19
Phase 1: Hyperion CLOSES to "Area Budget Coordinators"
All permanent transfers impacting both FY 2017 and FY 2018 need to be in PeopleSoft and Hyperion. Only temporary transfers will be posted in PeopleSoft for FY 2017 from here forward.
April TBD
CMO meeting to review FY 2018 Revenue projections; Resources & Requirements
Preparation of UT System Budget Goals & Priorities Hearing
UT System/UTSA Budget Goals & Priorities Hearing
Phase 2: Hyperion Updates "if needed" by either Area Budget Coordinators or VP Financial Area Reps
June 28
Draft FY 2018 Operating Budget due to UT System
July 17
Final FY 2018 Operating Budget due to UT System
August 23-24
FY 2018 Operating Budgets presented to Board of Regents for Approval
Budget Planning and Development
Office of Financial Affairs

15. Office of Financial Affairs
QUESTIONS
Office of Financial Affairs
Budget Planning and Development

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Thank you!
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Office of Financial Affairs