1. Academic Affairs Fiscal Contacts Meeting
September 20, 2016
Adam DiProfio
x22565

2. Agenda SOFI Fund Swap Recent Changes On-going & Upcoming Projects
ASSA Assessment
Masters Growth Incentive – Enrollment balancing
On-going & Upcoming Projects
Divisional Support Model
Decentralizing Benefits
TA Allocation Formula

3. SOFI Fund Swap 1st Fund Swap completed in August
We will do a 2nd transfer in October
Will likely need a final small transfer in June

4. Auxiliary & Self Supporting Activities (ASSA) Assessment
ASSA Assessment no longer based on expenditures
Effective 16/17 based on 3.4% of revenue
Process:
Charges processed a month in arrears
Charged at Level 2 Organization / Fund Level

5. Masters Growth Incentive – New Funding Methodology
Baseline Funding
Departments receive all of the baseline funding they received in the original period.
Growth Funding
Allocate $9,280 per major student to the department based on the following split:
1. 25% of funds are allocated to home department.
2. 75% of funds are allocated based on change in enrollments from the baseline period.
The new split allocates funds according to workload, so that departments are rewarded for the enrollment load they handle.

6. Proposed Resident / Non Resident Split
Current model assumes a 50/50 ratio of Res / Non Resident for new growth
Actual ratio of growth was 90%+ Non Res
Effective 16/17 –allocation is to be based on actual ratio

7. Divisional Support Model
Preliminary numbers to Dean’s Offices soon
Deans will adjust and provide allocations to Departments
Departments will need to submit an Operating Budget and Org Chart to Dean’s Office/EVC
Budget should include all Operating Budget revenue sources including: carry forward balances, masters growth incentive, concurrent enrollment, summer session income, etc.
Program Code Hierarchy

8. Changes to the Support Model
3% salary escalation
Model funding increased from 98% to 100%
2 year workload average - Faculty up, Students up, Research down
20% increase in undergrad SAO workload ratios
Increase in UG SAOs funding must be spent on additional UG SAOs
Will include benefits

9. Decentralizing Benefits – Why?
Campus reporting shows a large budget within Academic Affairs that belongs in the departments
Monthly reimbursement is administratively burdensome
Benefits shouldn’t always be provided centrally
Preparing for Composite Benefit Rates
Academic Affairs is one of the last areas of campus with centralized benefits
This is how soft-money budgets already work

10. Benefits – Tentative Plan
Allocate sub 6 benefits with allocations:
Perm sub 0 & sub 1
TA & Temp FTE
Other allocations where benefits are included
Self funded activities provide their own benefits
Until we have composite benefit rates we will adjust sub 6 balances at end of the year
Prorated to sub 0 & sub 1 budgets provided by EVC

11. Potential TA Allocation Revision
Note: We are still early in the process
Concerns about the current model:
2 decades old
PRC ratios aren’t understandable / justifiable
Faculty debit
Used as a way to increase Grad support

12. Potential TA Allocation Revision
Potential solution
Move to class/instruction type funded ratios (TA intensive vs. non-TA intensive)
Course debit instead of faculty debit
In order to work we would need:
Consistent way to categorize courses
Equitable TA needs across disciplines
Supplemental Block Grant for additional Grad Support

13. Thank you.
Adam DiProfio
x22565