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The Oklahoma State System of Higher Education Educational and General Budgets Summary and Analysis Fiscal Year 2012 Oklahoma State Regents for Higher Education 655 Research Parkway, Oklahoma City June 2011 OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION Joseph L. Parker, Chairman Tulsa Julie Carson Marlin “Ike” Glass, Jr. Vice Chairman Newkirk Claremore James D. “Jimmy” Harrel Ronald H. White Leedey Tulsa William Stuart Price Michael C. Turpen Tulsa Oklahoma City Toney Stricklin John Massey Lawton Durant Glen D. Johnson Chancellor The Oklahoma State Regents for Higher Education, in compliance with Titles VI and VII of the Civil Rights Act of 1964, Executive Order 11246 as amended, Title IX of the Education Amendments of 1972, Americans with Disabilities Act of 1990 and other federal laws, do not discriminate on the basis of race, color, national origin, sex, age, religion, handicap or status as a veteran in any of its policies, practices, or procedures. This includes, but is not limited to, admissions, employment, financial aid and educational services. This publication, duplicated by the State Regents’ central services, is issued by the Oklahoma State Regents for Higher Education as authorized by 70 O.S. 2001, Section 3206. Copies have been prepared and distributed internally. Copies have been deposited with the Publications Clearinghouse of the Oklahoma Department of Libraries. Disclaimer: The information provided in this document is intended to be current at the time of its publication. However, program policies and related state laws are subject to change. Contact the program for the most current information. FY12 Summary and Analysis i BUDGET HIGHLIGHTS System-wide Highlights The total FY 12 E&G Parts I and II system-wide budgets increased by $87.6 million (3.4 percent), from $2,535.5 billion for FY11 to $2,623.1 billion for FY12. 1. Institutional Part I budgets show an increase of $78.3 million (3.9 percent). 2. Student assistance increased $5.4 million (5.8 percent) with the largest increase for the Oklahoma’s Promise Program of $6.2 million incorporated. 3. OCIA debt service decreased $1.2 million (5.8 percent). 4. State appropriations decreased $58.2 million to $1,008.5 million (-5.8 percent). 5. Tuition and fee gross revenue increased approximately $64.1 million (7.6 percent). The result of the FY12 funding situation: 1. Institutions budgeted an increase of $19 million (5.5 percent) for benefit costs; 2. Spending for scholarships is budgeted to increased $11.3 million (7.2 percent); 3. There is sufficient funding to meet current Oklahoma’s Promise scholarship commitments and includes an increase in funding of $6.2 million. Higher Education’s appropriation as a percentage of the state budget has decreased from 15.72 percent in FY11 with the supplemental appropriation included, to 15.49 percent in FY12. When compared to the percentage of the total state budget in 1980, higher education’s portion has declined by just over 3 percent, from 18.55 in FY80 to 15.49 in FY12. Budget Impact The total reduction for FY12 was a 5.8 percent reduction in state appropriations for operations. The State System began the year with a supplemental appropriation for FY11 of $10 million. The FY11 supplement will be used to offset the FY12 appropriation reduction. The FY12 reduction equates to $58.2 million less for state-system operations from state appropriations. The impact of the budget reductions is manifested in some of the following ways for FY12 at the institutional level. Some institutions have budgeted carryover reserves and implemented tuition rate increases to cover mandatory cost increases expected for FY12. Institutions have already implemented restrictions on travel and purchasing and will continue to look for cost saving measures. Institutional Highlights All institutions are in compliance with State Regents’ caps on administrative costs. Budgeted scholarships increased by $11.3 million (7.2 percent) to $168.7 million. Colleges and universities had increased in enrollment in FY11 and are estimating a 1.8 percent increase in annualized FTE enrollment for FY12. FY12 Summary and Analysis ii Use of carryover funds from the previous year for the FY11 E&G Part I budgets increased by $17.4 million (40 percent) to $60 million to help offset the appropriations reductions and to minimize tuition increases. FY12 E&G Part I & Part II budgets total $2,623.1 billion, up $87.8 million (3.5 percent) from $2,535.5 billion in FY11. This increase is attributable to an increase of $78.3 million (3.9 percent) in the primary (Part I) budget and an increase of $9.3 million (1.8 percent) in the sponsored (Part II) budget. FY12 Summary and Analysis iii SOURCE AND USE OF NEW FUNDS Universities, Colleges, and Constituent Agencies (in millions) INCREASED BUDGETED REVENUE: $ Change % of Total State Appropriations $ 6.7 8.6% Tuition and Fees $ 64.1 81.9% Other $ 49.9 63.7% Federal ARRA $ (59.8) -76.4% Reserves $ 17.4 22.2% TOTAL Increase $ 78.3 100.0% INCREASED BUDGETED EXPENDITURES: Mandatory Costs $ 32.0 40.8% (Utilities, Health Insurance, Risk Management, Retirement) Salary Changes $ 21.8 27.8% Changes in Fringe Benefits $ 2.3 2.9% Professional Services $ (0.1) -0.1% Scholarships/Waivers $ 10.0 12.8% Travel $ 0.7 0.9% Utilities $ (2.5) -3.2% Supplies/Other Operations $ 9.9 12.6% Library Books and Periodicals $ 0.7 0.9% Equipment $ 4.2 5.4% Transfers and Other Disbursements $ (0.7) -0.9% TOTAL Increase $ 78.3 100.0% FY12 Summary and Analysis Table of Contents Page No. Institutional Budgets Introduction ............................................................................................................................... 1 What is the Educational and General Budget? .......................................................................... 2 Reporting Consistency .............................................................................................................. 2 State Regents’ Budget Principles .............................................................................................. 2 Summary................................................................................................................................... 4 Institutional Funding Benchmarks ............................................................................................ 5 Funding History 1980-2012 Higher Education as a Percentage of Total State Appropriations ............................................. 6 System-wide Budget Overview Comparative Summary of Budget Allocation FY11 to FY12 ................................................... 8 Overview .................................................................................................................................. 9 State Appropriations and Revolving Fund Comparison FY96 to FY12 ................................. 11 Budgeted Revenue Sources of Revenue ................................................................................................................. 13 FY12 Total Budgeted Income ................................................................................................. 14 FY12 Change in Amount of Income by Source ...................................................................... 15 Comparison of Budgeted Expenditures FY11 and FY12 ........................................................ 16 Tuition and Mandatory Fees FY12 Tuition and Mandatory Fee Requests ........................................................................... 17 FY12 Full-Time Cost and Percentage Change ........................................................................ 19 Guaranteed Tuition .................................................................................................................. 23 FY12 Guaranteed Tuition Rates .............................................................................................. 24 Change in Guaranteed Tuition and Mandatory Fees FY12 Compared to FY11 ..................... 26 Budgeted Expenditures Expenditures by Function........................................................................................................ 27 FY12 Total Budgeted Expenditures by Function .................................................................... 29 FY12 Change in Amount of Expenditure by Function ........................................................... 30 Expenditures by Object ........................................................................................................... 31 FY12 Total Budgeted Expenditures by Object ....................................................................... 32 FY12 Change in Budgeted Expenditures by Object ............................................................... 33 Enrollment Enrollment Projections ............................................................................................................ 34 FY12 Summary and Analysis Table of Contents (continued) Page No. Mandatory Costs Mandatory Costs ...................................................................................................................... 35 Salaries and Benefits Salaries and Benefits ............................................................................................................... 36 Growth in Salaries and Benefits .............................................................................................. 37 Total Compensation as a Percent of E&G Part I Total Budget ............................................... 38 Percent Increase in Salaries, Benefits, and Total Budget FY88 to FY12 ............................... 39 Administrative Costs Administrative Costs ............................................................................................................... 40 FY12 Administrative Costs Budget Caps ............................................................................... 41 Tuition Waivers Tuition Waivers ....................................................................................................................... 42 Tuition Waivers for FY12 ....................................................................................................... 43 Faculty & Staff Faculty .................................................................................................................................... 44 Staff ........................................................................................................................................ 44 New Faculty Positions by Rank and by Institution ................................................................. 45 New Faculty Positions by Field of Study ................................................................................ 46 Motor Pool Survey FY2011 Motor Pool/Fleet Management Report Summary……………………….………….47 External Funds - Sponsored Budgets Sources of Sponsored Budgets ................................................................................................ 49 Uses of Sponsored Budgets ..................................................................................................... 49 Return on Investment of State-Funded Research .................................................................... 50 Detailed Budget Tables Summary of Educational & General Budgets - Part I (For Allocation) Table 1: Educational &General Primary Budget .................................................................. 52 Table 2: Educational & General Primary Budgets, Income by Source ................................. 53 Table 3: Educational & General Primary Budgets, Income by Source (Expressed as Percent of Total Budget) ................................................................. 54 Table 4: Educational & General Primary Budgets, By Function .......................................... 55 Table 5: Educational & General Primary Budgets, By Function (Expressed as Percent of Total Budget) ................................................................. 56 FY12 Summary and Analysis Table of Contents (continued) Page No. Table 6: Educational & General Primary Budgets, By Object ............................................. 57 Table 7: Educational & General Primary Budgets, By Object (Expressed as Percent of Total Budget) ................................................................. 58 Summary of Educational & General Budgets – Part II (Sponsored Research) Table 8: Educational & General Sponsored Budgets, By Source ......................................... 59 Table 9: Educational & General Sponsored Budgets, By Source (Expressed as Percent of Total Budget) ................................................................. 60 Table 10: Educational & General Sponsored Budgets, By Function ..................................... 61 Table 11: Educational & General Sponsored Budgets, By Function (Expressed as Percent of Total Budget) ................................................................ 62 Table 12: Educational & General Sponsored Budgets, By Object ........................................ 63 Table 13: Educational & General Sponsored Budgets, By Object (Expressed as Percent of Total Budget) ................................................................ 64 Table 14: E&G Budgets, Part I & II, Summary Total ........................................................... 65 Table 15: Federal Stimulus (ARRA) Expenditures by Institution ......................................... 66 Total E&G Part I Budget Comparison of FY11 to FY12 ........................................................ 67 FY12 Summary and Analysis [This page intentionally left blank.]FY12 Summary and Analysis Institutional Budgets Fiscal Year 2012 INTRODUCTION Oklahoma institutions saw an overall reduction of 5.8 percent in state appropriations support operations for FY12 due to state revenue shortfalls. Institutions tapped reserves and reduced expenditures to the extent possible throughout the fiscal year. At the same time, many of the state’s public colleges and universities are experiencing record growth, accommodating an estimated increase of 2,746 or 1.8 percent additional annualized FTE students. The FY12 E&G Part I budget shows an increase of $78.3 million (3.9 percent) and is comprised of 40.5 percent in state support and 59.5 percent in self-generated revolving funds, primarily from tuition and fee revenue. The change in state appropriations support, including Oklahoma’s Promise funding, for the previous six years was: an increase of 7.5 percent for FY06; an increase of 13.5 percent for FY07; an increase of 4.5 percent for FY08; an increase of 2.3 percent for FY09, a decrease of 3.65 percent for FY10, and; a decrease of 1.77 percent for FY11. The total FY12 state appropriation, including the Oklahoma’s Promise funding of $1.008 billion represents a decrease of $42 million, or 3.9 percent cut, after the FY11 mid-year supplemental revision to state appropriations. The FY12 state appropriation for operations only represents a $58.2 million decrease, or 5.8 percent cut from the original FY11 appropriation. It is important to recognize that the FY11 budgets included funding made available by the State Legislature from the American Recovery and Reinvestment Act (ARRA), approved by U.S. Congress and signed by the President in February 2009. In FY12, that funding in the amount of $59.8 million remained in the base budget prior to the state-revenue reduction of 5.8 percent, thus the comparison of the FY11 to FY12 budgeted revenue figures show a slight increase in state appropriations, yet the true impact was a reduction of $58.2 million reduction, or 5.8 percent as indicated above when the elimination of the ARRA funding is incorporated. Institutions will once again face increases in mandatory costs, primarily in the area of insurance and retirement costs. Mandatory costs for FY12 are approximately $32 million. Costs savings initiatives will remain a focus throughout FY12. This report will focus on the Educational and General primary budget, both revenue and expenditures, as well as highlight several key components of institutional budget decisions. A section is also included on the sponsored budgets, particularly sponsored research, as it becomes ever more important to the economic development of the state. WHAT IS THE EDUCATIONAL AND GENERAL BUDGET? The Educational and General (E&G) Budget is the principal operating budget of the institution. It includes the primary functions of Instruction, Research, and Public Service, as well as the activities that 1FY12 Summary and Analysis support these three main functions. It is distinct from the capital budget, which includes expenditures for new construction, major repairs or renovations, and major items of equipment. It also excludes auxiliary enterprises, which provide services tangential to the education process, such as housing, food services, and the college store. Just as the activities funded in these three budgets (Educational & General, capital, and auxiliary enterprises) differ, so do the sources of revenue. Most of the activities in the E&G Budget are funded from state appropriations, student fees, grants and contracts. The capital budget is funded from revenue bond proceeds, special appropriations, dedicated monies (Section 13 and New College Funds), and major private gifts. Auxiliary enterprises are self-supporting operations funded through fees charged to the recipients of the service. The Educational and General Budget has two parts. Part I - the primary budget, is funded mainly from public sources -- appropriations and student fees. Part II - the sponsored budget, is funded from external sources -- federal awards, grants, and training contracts; private contracts; and contracts from other state agencies. At $516 million in FY12, the sponsored budget is approximately one-fourth the size of the primary budget. Of the $516 million, approximately $407 million (78.8 percent) is related to OU, OSU and their constituent agencies, as shown in Tables 8 through 14. REPORTING CONSISTENCY A high priority of the State Regents’ office is ensuring consistency in institutional financial reports. Periodic review of the mandated guidelines of the National Association of College and University Business Officers (NACUBO) is a joint project of institutional personnel and State Regents’ staff. A principal focus of these workshops is administrative costs, as reported in the Institutional Support function, because of both general public interest and the State Regents’ budget caps on administrative costs. STATE REGENTS’ BUDGET PRINCIPLES For FY12, the State Regents adopted budget principles based on four objectives: Achieving fairness and equity among institutional allocations; Emphasis on efficiency and cost-savings while maintaining quality; Increasing retention and graduation rates; and Increasing academic and research quality. Institutions will see a decrease in funding to higher education for the FY12 academic year. The reduction of funds was due to a decrease in available state revenue for FY12 as certified by the State Board of Equalization. The FY12 Budget Principles and Guidelines were developed for institutions to use in preparing their annual budgets and were adopted by the State Regents on May 27, 2011. They have acknowledged the mandatory cost increases, maintained the limits on the share of the budget to be spent on administration, and restated the financial accounting and reporting requirements. These guidelines are grounded in the principles of quality as the primary consideration, differentiation among institutions, efficiency, and seamless delivery of programs for optimal use of state funding. I. STATE REGENTS’ FY12 BUDGET ALLOCATION PRINCIPLES 2FY12 Summary and Analysis Constitutional Authority. Oklahoma Constitution, Article XIII-A, Section 3 – The appropriations made by the Legislature for all such institutions shall be made in consolidated form without reference to any particular institution and the Board of Regents herein created shall allocate to each institution according to its needs and functions. State Support. The State System of Higher Education saw a decrease in state appropriations. Despite the decrease in state support, institutions are facing dramatic increases in costs for healthcare, retirement contributions, fuel, utilities, and other general operating expenses. The Regents will encourage institutions to operate as cost effectively as possible and to invest in processes to enhance revenue from grants, contracts, gifts, donations, auxiliaries, and other earned income. Focus of Resources. Emphasis on new approaches, efficiency, and cost saving measures will continue to be the system focus for the next fiscal year. Because of the conditions described above, institutions should investigate new approaches to offering learning experiences, designing courses, organizing academic programs, and providing administrative services on their campuses. Different approaches and processes may provide both fewer expenses and more responsive programs for constituents. State Regents urge institutions to collaborate and to share resources where it is economical to do so, and pledge to continue initiatives to ensure efficient operation of the system as a whole. E&G Budgets. Educational and general budgets support institutions' missions of teaching, research and public service. To accomplish the goals of the Academic Planning and Resource Allocation (APRA) system, it is the State Regents’ intent to protect the operating budgets of the colleges and universities, particularly in recognition of increase mandatory costs and the need for competitive faculty salaries. Hence, Regents will allocate the majority of the FY11 appropriations to basic operating budgets. Scholarships. Funding needs for Oklahoma’s Promise, or Oklahoma Higher Learning Access Program, and the Academic Scholars Program continue to increase, as more students qualify for these awards. Addressing the continuing popularity of these programs will be a priority. II. INSTITUTIONS’ BUDGET ALLOCATION PRINCIPLES AND GUIDELINES Principles. Establishment of priorities in programs and services, and allocation of resources to these priorities, is necessary for the higher education system to serve Oklahoma effectively. As State Regents, governing boards, and presidents undertake to focus resources for optimal use of state funding, the FY12 budgets should reflect the following principles: Quality - Resources should be focused on 1) increasing retention and graduation rates, and (2) enhancing the quality of priority programs and courses in the institution's academic plan, including libraries and other resources for obtaining and using information. Differentiation - Resources should be focused on enhancing the institution’s clearly differentiated central academic mission and eliminating unnecessary programmatic duplication, rather than spreading dollars thinly across all existing programs and services. Efficiency - Resources should be allocated internally within each institution to ensure operations that are as efficient as possible. Collaboration and sharing of resources within and among institutions should be encouraged. Seamless Delivery – Resources should be allocated to ensure that students and programs are able to move among institutions easily and smoothly. Bureaucratic and unnecessary academic hurdles should be minimized for students who wish to participate in more than one institution. Programs, too, should be shared among institutions with a minimum of administrative and academic overhead. Guidelines. Within the context of the above principles, FY12 institutional budgets should evidence these specific guidelines: 3FY12 Summary and Analysis Mandatory Cost Increases - The first priority on the campuses will be funding mandatory cost increases. Estimates for mandatory costs are approximately $32 million. These costs include health and dental insurance, retirement contributions, fuel, utilities, and other operating expenses. Administrative Cost Budget Caps - For FY12, the following caps are approved for expenditures budgeted under the functional category of Institutional Support: OU, OSU 10% Health Sciences Center, Law, Vet Medicine, OSU-COM 13% Institutions with enrollments of 3,500 FTE 13% Institutions with enrollments below 3,500 FTE 16% Although the caps are unchanged from the previous year, institutions are strongly encouraged to contain administrative costs at their current percentage of E&G budget. Tuition Revenue - Institutions should demonstrate to students that revenue from any increases in tuition will be used for programs that directly benefit students, such as faculty compensation, technology, library acquisitions, and counseling services. Use of Revenue from Dedicated Fees - Institutions that charge students special fees for library materials and services, classroom and laboratory materials, technology, etc. must ensure that the revenues are spent for the approved purpose of the fee. Likewise, traditional E&G support for the above and similar purposes should not be diminished as a result of fee revenue. Consistency - By law, institutional budgets must be prepared in accordance with financial accounting and reporting standards of the National Association of College and University Business Officers. Institutions will continue to submit budgets for State Regents’ approval by function and object. Institutions will transmit summary budgets to the Office of State Finance by object under three activities: Educational and General, Part I (Fund 290), Educational and General, Part II (Fund 430), and Agency Special (700 Fund Series). SUMMARY The institutional budgets, together with supporting information, indicate congruence between the State Regents' FY12 Budget Principles and Guidelines and institutions' budgeting priorities. The increases in revenues, primarily from increase in tuition and fee revenue, reported in the revolving fund category, have been directed toward personnel services for instruction. Funding increases from tuition and fee revenue is expected in FY12 to help offset the reductions in state appropriations. Mindful of their responsibility to the constituents of Oklahoma's public higher education system, the State Regents annually present revenue and expenditure information on institutional budgets. This report is intended to be a comprehensive, detailed account of the budgeted use of resources by institutions in The Oklahoma State System of Higher Education. It presents information on revenue sources, budgeted expenditures by function and by object, compensation, and sponsored programs. Schedules of budgeted income and expenditures for each institution are attached as appendices to this report. 4FY12 Summary and Analysis INSTITUTIONAL FUNDING BENCHMARKS (in millions) FUNDING FY02 FY12 % INCREASE E&G, I $1,242.0 $2,107.1 69.7% State appropriations 764.6 853.5 11.6% Revolving funds 477.6 1,253.6 162.5% E&G, II 328.1 516.0 57.3% Sponsored research 142.3 236.0 65.8% Total $1,570.1 $2,623.1 67.1% Substantial increases above inflation have come from self-generated revolving funds. Revolving fund growth may be attributed in some degree to tuition and fee revenue resulting from both enrollment growth and tuition and fee increases. Although varying somewhat, the non-fee component of revolving funds has seen growth of up to twenty percent, while averaging about ten percent per year, over the past decade. State appropriations as a percent of the budget has consistently declined from 63.5 percent in FY97 and FY98 while the self-generated sources of the budget has correspondingly increased from 36.5 percent, the only exceptions being in FY01 and FY07 (see chart on page 11). For FY12, appropriations as a percent of the budget once again decreased to 40.5 percent while revolving funds increased to 59.5 percent of the budget. Sponsored research, a measure of the competitiveness of our research universities, has increased dramatically (165.5 percent) since FY96 and 65.8% since FY02, as a result of both institutional priorities and incentives provided by the State Regents in the form of EPSCoR and other research match programs. Sponsored research increased from $233.8 million in FY11 to $236 million in FY12, an increase of $2.2 million (0.9 percent). OVERVIEW OF THE INSTITUTIONAL OPERATING BUDGETS The overview of operating budgets of universities, colleges and constituent agencies consists of a summary and analysis of two primary components of the budget: (1) Budgeted Income and (2) Budgeted Expenditures. Topics to be included in the following analysis are: Budgeted Income Compensation Increases Total budgeted income by source Changes in sources of income Administrative Costs Budgeted Expenditures Tuition Waivers Budgeted expenditures by functional classification Budgeted expenditures by object of expenditure Faculty and Staff Enrollment Projections Sponsored Budgets 5Higher Education as a Percentage of Total State Appropriations FY1980 to FY2012 * Higher Education's share of the total state appropriated budget for FY12 decreased to 15.5% from 15.7% in FY11. * Higher Education's FY11 share of total state appropriations is still well below the FY80 level of 18.55%. If Higher Education had maintained its same share as FY80, it would have received an additional $199.2 million dollars. (in millions) FY-80 FY-81 FY-82 FY-83 FY-84 FY-85 FY-86 FY-87 FY-88 FY-89 FY-90 FY-91 FY-92 FY-93 FY-94 FY-95 FY-96 FY-97 FY (1) FY-98 FY-99 (2) FY-00 (3) FY-01 (3) FY-02 (4) FY-03 (5) FY-04 FY-05 (6) FY-06 (7) FY-07 FY-08 FY-09 (8) FY-10 (8) FY-11 (8)(9) FY-12 (8) % Change from FY80 Total State Appropriations $1,431.6 $1,780.8 $2,218.6 $2,491.9 $2,211.1 $2,326.2 $2,657.5 $2,380.2 $2,441.7 $2,751.0 $2,896.9 $3,225.0 $3,457.3 $3,649.6 $3,619.6 $3,731.7 $3,780.5 $4,150.4$4,150.4 $4,519.3 $4,851.6 $4,957.7 $5,349.8 $5,611.5 $5,600.1 $5,113.7 $5,364.0 $6,056.6 $6,555.3 $7,071.7 $7,143.1 $6,644.1 $6,430.9 $6,510.5 355% Total Appropriations for Higher Education $265.5 $295.0 $359.1 $436.5 $361.8 $374.2 $441.3 $387.1 $394.4 $442.2 $458.6 $509.5 $562.2 $575.2 $556.4 $557.7 $564.8 $636.2$636.2 $693.3 $757.8 $772.2 $816.2 $860.5 $851.3 $767.9 $802.1 $889.4 $1,020.0 $1,099.1 $1,093.9 $1,055.9 $1,010.7 $1,008.5 280% Higher Education as % of Total 18.55% 16.57% 16.19% 17.52% 16.36% 16.09% 16.61% 16.26% 16.15% 16.07% 15.83% 15.80% 16.26% 15.76% 15.37% 14.94% 14.94% 15.33% 15.34% 15.62% 15.58% 15.26% 15.33% 15.20% 15.02% 14.95% 14.68% 15.56% 15.54% 15.31% 15.89% 15.72% 15.49% Total Appropriations for Common Education $433.4 $525.9 $635.0 $741.6 $684.1 $711.3 $848.1 $771.3 $778.5 $848.5 $881.9 $1,087.6 $1,190.2 $1,292.5 $1,371.0 $1,420.7 $1,435.3 $1,534.0$1,534.0 $1,626.3 $1,738.3 $1,785.8 $1,971.4 $2,034.6 $2,040.0 $1,950.9 $2,007.7 $2,164.3 $2,348.1 $2,480.2 $2,531.7 $2,404.5 $2,236.0 $2,278.2 426% Common Education as % of Total 30.27% 29.53% 28.62% 29.76% 30.94% 30.58% 31.91% 32.40% 31.88% 30.84% 30.44% 33.72% 34.43% 35.41% 37.88% 38.07% 37.97% 36.96% 35.99% 35.83% 36.02% 36.85% 36.26% 36.43% 38.15% 37.43% 35.73% 35.82% 35.07% 35.44% 36.19% 34.77% 34.99% Total Appropriations for Vo-tech Education $21.9 $30.1 $49.5 $64.4 $47.8 $50.7 $59.6 $54.8 $58.3 $72.3 $68.1 $76.6 $84.0 $89.4 $84.9 $88.0 $87.8 $96.2$96.2 $107.9 $116.9 $116.5 $125.0 $131.8 $131.2 $117.8 $123.9 $130.3 $147.2 $154.9 $158.3 $157.8 $142.0 $133.7 511% Vo-tech Education as % of Total 1.53% 1.69% 2.23% 2.58% 2.16% 2.18% 2.24% 2.30% 2.39% 2.63% 2.35% 2.38% 2.43% 2.45% 2.35% 2.36% 2.32% 2.32% 2.39% 2.41% 2.35% 2.34% 2.35% 2.34% 2.30% 2.31% 2.15% 2.25% 2.19% 2.22% 2.38% 2.21% 2.05% (1) The common ed figure does not include a supplemental appropriation of $26.2 million for FY95 & FY96 mid-term adjustments. The vo-tech appropriation does not include a $3 million FY96 supplemental. (2) Does not include supplemental appropriations. Reflects appropriation reductions to offset oil tax cut in February 1999. (3) Does not include supplemental appropriations. (4) Based on information from Office of State Finance and Senate Fiscal Staff as of 6/20/01. (5) Does not include supplemental appropriations. Based on information from Office of State Finance and Senate Fiscal Staff as of 6/18/02. (6) Based on information from Office of State Finance as of 6/8/04. (7) Based on information from Senate Fiscal Staff as of 6/14/05. (8) Includes the appropriation of dedicated revenue to Oklahoma's Promise (OHLAP) in the amount of $54 million, $57 million in FY11 and $63.2 million in FY12 (9) Revised in FY12 document to include the FY11 Supplmental Appropriation of $10 million. S.B. 972 6FY 80 FY 81 FY 82 FY 83 FY 84 FY 85 FY 86 FY 87 FY 88 FY 89 FY 90 FY 91 FY 92 FY 93 FY 94 FY 95 FY 96 FY 97 FY 98 FY 99 FY 00 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 FY 09 FY 10 FY 11 FY 12 HIGHER EDUCATION PERCENT OF OKLAHOMA TOTAL STATE APPROPRIATIONS Higher Education's share of total state appropriations decreased slightly to 15.5%in FY12 7COMPARATIVE SUMMARY OF BUDGET ALLOCATION FY 2011 TO FY 2012 Total Budget State Appropriated Funds FY 2011 FY 2012 $ Change % Change FY 2011** FY 2012 $ Change % Change Universities, Colleges, Constituent Agencies+Special Programs $2,028,807,312 $2,107,076,816 $78,269,504 3.9% Universities, Colleges, Constituent Agencies+Special Programs $893,167,324 $841,387,886 -$51,779,438 -5.8% Ardmore Higher Education Program 1,469,283 1,531,789 62,506 4.3% Ardmore Higher Education Program 680,063 640,619 -39,444 -5.8% State Regents' Operations Budget 16,081,971 16,154,294 72,323 0.4% State Regents' Operations Budget 11,252,965 10,461,899 -791,066 -7.0% (inc. Scholarship Admin., Safety Center, and Regents' IT) (inc. Scholarship Admin., Acad. Database, Regents' IT, and Legal) OneNet (including Academic Library Databases & Internet 2 ) 24,980,150 21,888,699 -3,091,451 -12.4% OneNet 3,089,398 3,089,398 0 0.0% Unallocated 0 0 0 Capital and One-Time Allocations 1,063,718 1,002,023 -61,695 -5.8% Capital and One-Time Allocations 1,063,718 1,002,023 -61,695 -5.8% Quartz Mountain 1,701,502 1,701,502 0 0.0% Quartz Mountain 1,177,794 1,109,482 -68,312 -5.8% Oklahoma Mesonet Program 1,570,650 1,479,552 -91,098 -5.8% Oklahoma Mesonet Program 1,465,065 1,479,552 14,487 1.0% Special Programs Special Programs Brain Gain 2010 2,184,291 2,057,602 -126,689 -5.8% Brain Gain 2010 2,184,291 2,057,602 -$126,689 -5.8% Section 13 Offset 9,859,132 9,287,302 -571,830 -5.8% Section 13 Offset 9,859,132 9,287,302 -571,830 -5.8% Endowed Chairs Program 12,179,798 11,473,370 -706,428 -5.8% Endowed Chairs Program 12,179,798 11,473,370 -706,428 -5.8% Grants Programs/Econ Dev/OEIS 434,219 409,034 -25,185 -5.8% Grants Programs/Econ Dev/OEIS 434,219 409,034 -25,185 -5.8% Teacher Education Assistance Program 1,844,051 900,000 -944,051 -51.2% Teacher Education Assistance Program 1,844,051 900,000 -944,051 -51.2% Summer Academies Program 589,370 705,187 115,817 19.7% Summer Academies Program 589,370 555,187 -34,183 -5.8% Student Preparation Program 1,167,974 1,171,306 3,332 0.3% Student Preparation Program 1,153,899 1,086,973 -66,926 -5.8% GEAR UP 4,410,198 845,500 -3,564,698 -80.8% Adult Degree Completion Program 491,142 462,656 -28,486 -5.8% Minority Teacher Recruitment 485,724 457,552 -28,172 -5.8% Minority Teacher Recruitment 410,960 387,124 -23,836 -5.8% Oklahoma Teacher Enhancement Program 7,823 7,369 -454 -5.8% Teacher Shortage Incentive Program 395,558 372,616 -22,942 -5.8% OCIA Debt Service 19,601,613 18,464,719 -1,136,894 -5.8% OCIA Debt Service 19,601,613 18,464,719 -1,136,894 -5.8% Office of Accountability 701,986 661,271 -40,715 -5.8% Office of Accountability 701,986 661,271 -40,715 -5.8% Scholar-Enrichment Program 300,463 283,036 -17,427 -5.8% Scholar-Enrichment Program 300,463 283,036 -17,427 -5.8% EPSCoR 2,638,534 2,543,068 -95,466 -3.6% EPSCoR 3,388,534 2,543,068 -845,466 -25.0% Adult Degree Completion Progarm 491,142 462,656 -28,486 -5.8% National Lambda Rail 1,502,158 1,415,033 -87,125 -5.8% Subtotal, Special Programs $56,896,318 $49,728,972 -$7,167,346 -12.6% Subtotal, Special Programs $55,037,174 $50,358,991 -$4,678,183 -8.5% Student Assistance Programs Student Assistance Programs Oklahoma Tuition Aid Grant Program (OTAG) $19,803,049 $19,500,000 -$303,049 -1.5% Oklahoma Tuition Aid Grant Program (OTAG) $18,927,327 $18,527,102 -$400,225 -2.1% OK College Assistance Program ( formerly GSL) 19,015,907 19,774,588 758,681 4.0% OK College Assistance Program ( formerly GSL) 0 0 0 Oklahoma Academic Scholars Program 8,549,149 10,700,000 2,150,851 25.2% Oklahoma Academic Scholars Program 8,049,149 8,049,149 0 0.0% Oklahoma Higher Learning Access Program 57,000,000 63,200,000 6,200,000 10.9% Oklahoma Higher Learning Access Program 57,000,000 63,200,000 6,200,000 10.9% Oklahoma National Guard Waiver Program 2,009,372 1,892,829 -116,543 -5.8% Oklahoma National Guard Waiver Program 2,009,372 1,892,829 -116,543 -5.8% Oklahoma Tuition Equalization Act 3,578,751 3,371,184 -207,567 -5.8% Oklahoma Tuition Equalization Act 3,578,751 3,371,184 -207,567 -5.8% Regional University Scholarships 1,035,823 975,746 -60,077 -5.8% Regional University Scholarships 1,035,823 975,746 -60,077 -5.8% Prospective Teacher Scholarships 98,228 92,531 -5,697 -5.8% Prospective Teacher Scholarships 98,228 92,531 -5,697 -5.8% Chiropractic Scholarships 39,291 37,012 -2,279 -5.8% Chiropractic Scholarships 39,291 37,012 -2,279 -5.8% William P. Willis Scholarships 60,000 60,000 0 0.0% William P. Willis Scholarships 0 0 0 Tulsa Reconciliation Scholarship Program 49,114 46,266 -2,848 -5.8% Tulsa Reconciliation Scholarship Program 49,114 46,266 -2,848 -5.8% George and Donna Nigh Scholarship Program 68,760 64,772 -3,988 -5.8% George and Donna Nigh Scholarship Program 68,760 64,772 -3,988 -5.8% Langston Honors Scholarship Program 231,556 218,126 -13,430 -5.8% Langston Honors Scholarship Program 215,990 218,126 2,136 1.0% Concurrent Enrollment Waiver Reimbursement 2,455,710 2,855,710 400,000 16.3% Concurrent Enrollment Waiver Reimbursement 2,455,710 2,455,710 0 0.0% Subtotal, Student Assistance $113,994,710 $122,788,764 $8,794,054 7.7% Subtotal, Student Assistance $93,527,515 $98,930,427 $5,402,912 5.8% Total Budget - State System $2,246,565,614 $2,323,352,411 $76,786,797 3.4% Total State Appropriated Funds - State System $1,060,461,016 $1,008,460,277 -$52,000,739 -4.9% NOTE: FY11 State Appropriation includes $59.8 million in Fedearal ARRA funds. In FY12, the ARRA funds were replaced by State Appropriations before the 5.8% reduction was applied. 8FY12 Summary and Analysis SYSTEMWIDE BUDGET - Fiscal Year 2012 OVERVIEW FY11 Total Budget Unallocated0.0%Special Programs1.8%OneNet0.7%State Regents' Operations0.8%Systemwide Debt Service1.6%Higher Education Program0.1%Student Assistance5.3%Capital & Other One Time0.0%Quartz Mountain0.1%Universities, Colleges, Const. Agencies89.6% FY12 Total Budget Unallocated0.0%Special Programs1.8%OneNet0.7%State Regents' Operations0.8%Systemwide Debt Service1.6%Higher Education Program0.1%Student Assistance5.3%Capital & Other One Time0.0%Quartz Mountain0.1%Universities, Colleges, Const. Agencies89.6% 9FY12 Summary and Analysis The total primary budget for FY12 has increased by $76.8 million (3.4 percent) over FY11. Institutional educational and general operating budgets make up 90.7 percent of the total budget and 83.5 percent of state appropriations. The total budgets for those student assistance programs administered by the State Regents has increased by $8.8 million (7.7 percent). TOTAL PRIMARY BUDGETS FY11 FY12 Dollar Change Percent Change Budgeted Revenues: State Appropriations $1,003.5 $1,008.5 5.0 0.5% Revolving Funds (including ARRA in FY11) 1,243.1 1,314.9 71.8 5.8% Total Budgeted Revenues: $2,246.6 $2,323.4 76.8 3.4% Budgeted Expenditures: Universities, Colleges, Constituent Agencies, & Mesonet $2,030.4 $2,108.6 78.2 3.9% Capital & One-Time 1.1 1.0 -0.1 -9.1% Special Programs 37.3 31.2 -6.1 -16.3% Ardmore Higher Education Program 1.5 1.5 0 0% State Regents’ Operations 16.1 16.2 -0.1 -0.6% OneNet 25.0 21.9 -3.1 -12.4% Student Assistance Programs 114.0 122.8 8.8 7.7% Debt Service 19.6 18.5 -1.1 5.6% Quartz Mountain 1.7 1.7 0 0% Total Budgeted Expenditures: $2,246.6 $2,323.4 76.8 3.4% 100% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 63.5% 63.4% 62.0% 62.3% 61.6% 59.5% 52.3% 50.3% 49.6% 50.8% 49.6% 47.7% 44.8% 41.7% 40.5% 36.5% 36.6% 38.0% 37.7% 38.4% 40.5% 47.7% 49.7% 50.4% 49.2% 50.4% 52.3% 55.2% 58.3% 59.5% EDUCATIONAL AND GENERAL PRIMARY BUDGETSPERCENT FUNDED FROM STATE APPROPRIATIONSAND REVOLVING FUNDS State Appropriations Revolving Funds FY12 Summary and Analysis 110% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 90.0% 100.0% FY88 FY98 FY12 75.3% 63.5% 40.5% 24.7% 36.5% 59.5% State Appropriations Revolving Fund 12FY12 Summary and Analysis Educational and General Budgets, Part I of Colleges and Universities Fiscal Year 2012 SOURCES OF REVENUE For FY12, the total budgeted operating income increased from $2,028.8 billion in FY11 to $2,107.1 billion. This is an increase of $78.2 million (3.9 percent). State appropriated income increased $6.6 million (0.7 percent). State appropriations as a share of total revenue decreased from 41.7 percent to 40.5 percent. Student tuition and fees increased $64.1 million (7.5 percent). Total revolving fund income increased from $1.182.0 billion in FY11 to $1.253.6 billion, an increase of $71.6 million (6.0 percent). This revolving fund increase is due in most part to the increase in total tuition and fee revenue ($64.1 million), and budgeted reserves ($17.3 million) and will offset the decrease of $40.4 million in state appropriated income. Local appropriated (ad valorem tax) revenue is budgeted to decrease by $300,000 (0.3 percent). Tulsa Community College, Rose State College and Oklahoma City Community College are the sole beneficiaries of this source of revenue, although it is far more significant for Tulsa Community College than the others. TCC receives $35.2 million; OCCC, $5.2 million; and Rose, $.3 million. Gifts, grants and contracts income increased by $8.8 million (10.4 percent). Sales and services of educational departments increased by approximately $400,000 (1.0 percent). Organized activities related to educational departments increased also by approximately $300,000 (5.5 percent.) Other income increased $40.7 million (61.7 percent), The large increase is attributable to reported income by OU and OSU from continuing education and a contract fee on the concessions at OU. Budgeted carryover funds increased $17.3 million (40 percent) from $43.3 million in FY11 to $60.6 million. 13FY12 Summary and Analysis FY12 Total Budgeted Income Budgeted Carryover, 2.9%Tuition & Student Fees, 43.1%State Appropriations, 40.5%Sales & Services, 1.8%Gifts, Grants and Contracts, 4.4%Organized Activities, 0.3%Tech Education Funds, 0.02%Local Appropriations, 1.9%Other Income, 5.1%Federal ARRA Funds, 0.0% FY12 Total Budgeted Income Sources FY11 Percent of Total FY12 Percent of Total State Appropriated Income $846.8 41.7% $853.5 40.5% Revolving Funds: Local Appropriated Income 40.9 2.0% 40.6 1.9% Tuition and Fees: Resident Tuition 442.5 21.8% 471.3 22.4% Nonresident Tuition 195.0 9.6% 218.8 10.4% Other Student Fees 207.0 10.2% 218.4 10.4% Subtotal, Tuition and Fees 844.5 41.6% 908.6 43.1% Gifts, Grants and Contracts 84.4 4.2% 93.2 4.4% Sales and Services of Educational Departments 37.6 1.9% 38.0 1.8% Organized Activities Related to Educational Departments 5.2 0.3% 5.5 0.3% Technical Education Funds 0.3 0.02% 0.3 0.02% Other Income 66.0 3.3% 106.7 5.1% Federal Stimulus ARRA Funds 59.8 2.9% 0.0 0.0% Budgeted Prior Year Carryover 43.3 2.1% 60.6 2.9% Total Revolving Funds 1,182.0 58.3% 1,253.6 59.5% Total Budgeted Income $2,028.8 100.0% $2,107.1 100.0% NOTE: Totals may not add due to rounding. Gifts and grants include indirect cost reimbursements for federal grants, revenue from foundations, reimbursements from DHS for education of parents in the Temporary Assistance for Needy Families (TANF) program, and federal subsidies for the Tom Stead Building at Rose State College. Sales and services of educational departments include sale of core samples from the Geological Survey, copies of curriculum materials by Oklahoma City Community College, and Law School publications. Organized activities include sale of dairy and farm products at Murray, Eastern, NEOA&M, and certain clinic services of the Veterinary Medicine College. 14FY12 Summary and Analysis FY12 Change in Amount of Income by Source $846.9$853.5$844.5$908.6$337.4$345.0$0.0$100.0$200.0$300.0$400.0$500.0$600.0$700.0$800.0$900.0$1,000.0State AppropriatedIncomeTuition and StudentFeesOther RevolvingFundsFY11FY12 Sources FY11 FY12 Dollar Change Percent Change State Appropriated Funds $846.9 $853.5 $6.6 0.7% Revolving Funds: Local Appropriated Income 40.9 40.6 -.03 -0.7% Student Fees: Resident Tuition 442.5 471.3 28.8 6.5% Nonresident Tuition 195.0 218.8 23.8 12.2% Other Student Fees 207.0 218.4 11.4 5.5% Student Fees Subtotal 844.5 908.6 64.1 7.5% Gifts, Grants and Contracts 84.4 93.2 8.8 10.4% Sales and Services of Educational Departments 37.6 38.0 0.4 1.0% Organized Activities Related to Educational Departments 5.2 5.5 0.3 5.5% Technical Education Funds 0.3 0.3 0 0 Other Income 66.0 106.7 40.7 61.7% Federal Stimulus ARRA Funds 59.8 0.0 -59.8 -100.0% Budgeted Prior Year Carryover 43.3 60.6 17.3 40.0% Total Revolving Funds 1,182.0 1,253..6 71.6 6.0% Total Budgeted Income $2,028.8 $2,107.1 78.3 3.9% NOTE: Totals may not add due to rounding. 15FY12 Summary and Analysis OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION TOTAL EDUCATIONAL & GENERAL - PART I BUDGET COMPARISON OF FY2011 TO FY2012 TOTAL BUDGETED EXPENDITURES Institution FY2011 FY2012 Dollar Chg % Chg OU 405,524,509 426,398,488 20,873,979 5.1% OUHSC 179,802,336 186,411,603 6,609,267 3.7% OULAW 16,535,219 16,650,113 114,894 0.7% OU Tulsa 13,273,406 13,361,788 88,382 2.3% OSU 333,900,413 352,242,042 18,341,629 5.5% AG EXP 32,746,349 33,137,061 390,712 1.2% COOP EXT 38,326,699 38,369,971 43,272 0.1% OSU-CVHS 27,301,437 28,119,920 818,483 3.0% OSU-CHS 57,139,870 59,799,696 2,659,826 4.7% TB OKC 26,409,058 27,209,002 799,944 3.0% TB OKM 27,994,060 30,381,166 2,387,106 8.5% OSU TULSA 23,087,687 24,526,714 1,439,027 6.2% UCO 134,129,258 143,818,006 9,688,748 7.2% ECU 38,161,235 41,150,225 2,988,990 7.8% NSU 80,040,686 83,080,927 3,040,241 3.8% NWOSU 22,361,849 23,608,292 1,246,443 5.6% SEOSU 43,436,588 43,296,798 (139,790) (0.3%) SWOSU 49,000,000 50,500,000 1,500,000 3.1% CU 47,769,220 46,814,415 (954,805) (2.0%) LU 34,044,525 35,248,853 1,204,328 3.5% OPSU 16,018,109 17,164,013 1,145,904 7.2% RSU 32,606,067 33,936,698 1,330,631 4.1% USAO 12,416,898 12,335,068 (81,830) (0.7%) CASC 12,515,993 12,400,432 (115,561) (0.9%) CSC 11,971,245 12,626,653 655,409 5.5% EOSC 11,175,615 11,084,602 (91,013) (0.8%) MSC 12,333,241 13,299,048 965,807 7.8% NEOAMC 15,327,479 16,248,007 920,528 6.0% NOC 24,255,250 24,447,668 192,418 0.8% OCCC 64,151,963 64,268,863 116,900 0.2% RCC 11,251,211 11,616,240 365,030 3.2% ROSE 36,697,857 35,824,815 (873,042) (2.4%) SSC 11,091,927 11,247,133 155,206 1.4% TCC 113,137,886 112,077,899 (1,059,987) (0.9%) WOSC 12,872,168 14,374,596 1,502,428 11.7% TOTAL 2,028,807,312 2,107,076,816 78,269,503 3.9% 16FY12 Summary and Analysis TUITION AND MANDATORY FEES 70 O. S. 2004 Supp., Section 3218.8 specifies the limits for resident and nonresident tuition and mandatory fees at the following levels: Undergraduate tuition and mandatory fees for resident students at research universities will be at a rate less than the average rate charged at public institutions in the Big Twelve Conference. Undergraduate tuition and mandatory fees for resident students at regional universities and community colleges will be at a rate less than the average rate charged at like-type institutions that include, but are not limited to, those adjacent to Oklahoma. New regional peer groups with like-type institutions were established in FY10 for the University of Central Oklahoma, in recognition of its status as a regional urban university, and for the University of Science and Arts of Oklahoma, in recognition of its status as the state’s premier regional liberal arts college. Undergraduate tuition and mandatory fees for nonresident students may not exceed 105 percent of the nonresident tuition and fees at peer institutions. Graduate and professional programs’ tuition and mandatory fees for resident and nonresident students will be at a rate less than the average rate charged for like-type programs of comparable quality and standing at public institutions of higher education as determined by the State Regents. All institutions are in compliance with these statutory requirements for resident and nonresident undergraduate, graduate and professional programs for FY12. FY12 TUITION AND MANDATORY FEE REQUESTS For FY12, the State Regents requested $115.6 million in additional funding from the Legislature for the state’s higher education system. Although the Legislature subsequently appropriated a decrease of approximately 5.8 percent in state funding to higher education for FY12, they provided a $10 million supplemental appropriation for the FY2011. Research Universities Undergraduate resident and nonresident tuition and mandatory fees increases at OU and OSU, including their constituent agencies, range from 5.0% to 4.8% respectively, and represent increases of $862.50 to $853.50 for 30 credit hours. Graduate resident and nonresident tuition and mandatory fees at OU and OSU, including their constituent agencies, range from 5.1% to 7.0% respectively, and represent increases of $843.60 and $1,194.00 for 24 credit hours. Regional Universities Undergraduate resident and nonresident tuition and mandatory fees will increase by an average for the tier of 5.7%. The increases range from 3.5% to 7.7% and represent a range of increases from $138 to $360 per 30 credit hours. Graduate resident and nonresident tuition and mandatory fees will increase by an average for the tier of 5.2% and 4.9%, respectively. 17FY12 Summary and Analysis Community Colleges Resident and nonresident tuition will increase by 7.0% and 6.5%, respectively. Mandatory fees will increase at seven institutions, resulting in a range of increases from 14.0% to 3.1%. The average mandatory fee increase for this tier is 3.5%. Ardmore Higher Education Program Ardmore Higher Education Program (AHEP) will continue to charge separate rates for upper and lower division tuition. The lower division rates will increase 6.5% while the upper division courses offered by SOSU will increase 6.5% and course offered by ECU will increase 5.0%. Graduate resident tuition and mandatory fees will increase by a range of 5.0% to 6.3% increase for students depending upon which institution is offering the courses taken. Professional Programs Resident and nonresident tuition will increase by a range of 0.0% for the Doctor of Medicine to 9.0% for the PharmD Program at SWOSU. The average increase in resident tuition and mandatory fees in all professional programs for FY12 is 4.7% Adult Degree Completion Program The resident tuition rate increase is requested for 5.5%, resulting in a per-credit hour rate of $174 and the nonresident rate increase is requested for 5.6%, resulting in a per credit hour rate of $413.00. The following tables summarize the annualized cost by institution for undergraduate, graduate, and professional program resident and nonresident tuition and mandatory fees for FY12. 18FY12 Summary and Analysis Undergraduate Tuition and Mandatory Fees for FY12 Full-Time Resident Student Institution FY11 Cost for 30 Credit Hours FY12 Cost for 30 Credit Hours Dollar Change from FY11 Percentage Change from FY11 RESEARCH UNIVERSITIES University of Oklahoma $6,784.00 $7,124.50 $340.50 5.0% Oklahoma State University & Tulsa $6,778.50 $7,107.00 $328.50 4.8% Research University Average $6,781.25 $7,115.75 $334.50 4.9% REGIONAL UNIVERSITIES University of Central Oklahoma $4,455.00 $4,717.50 $262.50 5.9% East Central University $4,431.90 $4,653.30 $221.40 5.0% Northeastern State University $4,384.50 $4,602.00 $217.50 5.0% Northwestern OK State University $4,335.00 $4,590.00 $255.00 5.9% Rogers State University $4,512.00 $4,776.00 $264.00 5.9% Southeastern OK State University $4,551.00 $4,803.00 $252.00 5.5% Southwestern OK State University $4,335.00 $4,590.00 $255.00 5.9% Cameron University $4,335.00 $4,590.00 $255.00 5.9% Langston University $3,973.50 $4,111.50 $138.00 3.5% OK Panhandle State University $4,854.00 $5,139.00 $285.00 5.9% University of Science & Arts of OK $4,680.00 $5,040.00 $360.00 7.7% Regional University Average $4,440.63 $4,692.03 $251.40 5.7% COMMUNITY COLLEGES Carl Albert State College $2,370.00 $2,490.00 $120.00 5.1% Connors State College $2,767.30 $2,996.70 $229.40 8.3% Eastern Oklahoma State College $2,990.70 $3,200.10 $209.40 7.0% Murray State College $2,990.00 $3,200.00 $210.00 7.0% Northeastern OK A&M College $2,780.50 $2,995.00 $214.50 7.7% Northern Oklahoma College $2,428.50 $2,572.50 $144.00 5.9% Oklahoma City Community College $2,658.00 $2,850.00 $192.00 7.2% Redlands Community College $3,030.00 $3,180.00 $150.00 5.0% Rose State College $2,673.50 $2,849.00 $175.50 6.6% Seminole State College $3,000.00 $3,231.00 $231.00 7.7% Tulsa Community College $2,860.50 $3,060.10 $217.10 7.6% Western Oklahoma State College $2,770.50 $2,860.50 $90.00 3.2% Community College Average $2,775.17 $2,955.65 $180.48 6.6% Average Resident Tuition $3,828.46 $4,052.46 $224.01 5.9% 19FY12 Summary and Analysis Undergraduate Tuition and Mandatory Fees for FY12 Full-Time Nonresident Student Institution FY11 Cost for 30 Credit Hours FY12 Cost for 30 Credit Hours Dollar Change from FY11 Percentage Change from FY11 RESEARCH UNIVERSITIES University of Oklahoma $17,215.00 $18,077.50 $862.50 5.0% Oklahoma State University & Tulsa $17,601.00 $18,454.50 $853.50 4.8% Research University Average $17,408.00 $18,266.00 $858.00 4.9% REGIONAL UNIVERSITIES University of Central Oklahoma $11,241.00 $11,904.00 $663.00 5.9% East Central University $10,747.50 $11,284.50 $537.00 5.0% Northeastern State University $10,722.00 $11,127.00 $405.00 3.8% Northwestern OK State University $10,140.00 $10,140.00 $0.00 0.0% Rogers State University $10,269.00 $10,821.00 $552.00 5.4% Southeastern OK State University $11,278.50 $12,016.50 $738.00 6.5% Southwestern OK State University $10,050.00 $10,650.00 $600.00 6.0% Cameron University $10,552.50 $11,197.50 $645.00 6.1% Langston University $9,832.50 $10,264.50 $432.00 4.4% OK Panhandle State University $10,413.00 $10,698.00 $285.00 2.7% University of Science & Arts of OK $11,130.00 $12,000.00 $870.00 7.8% Regional University Average $10,579.64 $11,100.27 $520.64 4.9% COMMUNITY COLLEGES Carl Albert State College $5,370.00 $5,490.00 $120.00 2.2% Connors State College $6,394.00 $7,223.40 $829.40 13.0% Eastern Oklahoma State College $6,607.50 $6,816.90 $209.40 3.2% Murray State College $7,070.00 $7,640.00 $570.00 8.1% Northeastern OK A&M College $6,811.00 $7,337.50 $526.50 7.7% Northern Oklahoma College $6,133.50 $6,495.00 $361.50 5.9% Oklahoma City Community College $7,086.00 $7,278.00 $192.00 2.7% Redlands Community College $5,280.00 $5,430.00 $150.00 2.8% Rose State College $7,983.50 $8,552.00 $568.50 7.1% Seminole State College $7,020.00 $7,624.50 $604.50 8.6% Tulsa Community College $7,740.50 $8,280.10 $539.60 7.0% Western Oklahoma State College $6,430.50 $6,700.50 $270.00 4.2% Community College Average $6,660.54 $7,070.90 $410.36 6.2% Average Nonresident Tuition $9,244.74 $9,739.43 $494.69 5.4% 20FY12 Summary and Analysis Graduate Tuition and Mandatory Fees for FY12 Full-Time Resident Student Institution FY11 Cost for 30 Credit Hours FY12 Cost for 30 Credit Hours Dollar Change from FY11 Percentage Change from FY11 RESEARCH UNIVERSITIES University of Oklahoma $6,416.20 $6,746.20 $330.00 5.1% Oklahoma State University & Tulsa $5,761.20 $6,166.80 $405.60 7.0% Research University Average $6,088.70 $6,456.50 $367.80 6.0% REGIONAL UNIVERSITIES University of Central Oklahoma $4,561.20 $4,830.00 $268.80 5.9% East Central University $4,313.40 $4,528.92 $215.52 5.0% Northeastern State University $4,293.60 $4,509.60 $216.00 5.0% Northwestern OK State University $4,176.00 $4,380.00 $204.00 4.9% Southeastern OK State University $4,468.80 $4,716.00 $247.20 5.5% Southwestern OK State University $4,080.00 $4,320.00 $240.00 5.9% Cameron University $4,170.00 $4,410.00 $240.00 5.8% Langston University $3,877.80 $4,020.60 $142.80 3.7% Regional University Average $4,242.60 $4,464.39 $221.79 5.2% Average Resident Tuition $4,611.82 $4,862.81 $250.99 5.4% Graduate Tuition and Mandatory Fees for FY12 Full-Time Nonresident Student Institution FY11 Cost for 30 Credit Hours FY12 Cost for 30 Credit Hours Dollar Change from FY11 Percentage Change from FY11 RESEARCH UNIVERSITIES University of Oklahoma $16,690.60 $17,534.20 $843.60 5.1% Oklahoma State University & Tulsa $16,936.80 $18,130.80 $1,194.00 7.0% Research University Average $16,813.70 $17,832.50 $1,018.80 6.1% REGIONAL UNIVERSITIES University of Central Oklahoma $10,806.00 $11,443.20 $637.20 5.9% East Central University $10,361.40 $10,879.32 $517.92 5.0% Northeastern State University $10,053.60 $10,437.60 $384.00 3.8% Northwestern OK State University $9,720.00 $9,720.00 $0.00 0.0% Southeastern OK State University $10,854.00 $11,564.40 $710.40 6.5% Southwestern OK State University $9,600.00 $10,176.00 $576.00 6.0% Cameron University $10,146.00 $10,758.00 $612.00 6.0% Langston University $9,274.20 $9,687.00 $412.80 4.5% Regional University Average $10,101.90 $10,583.19 $481.29 4.8% Average Nonresident Tuition $11,444.26 $12,033.05 $588.79 5.1% 21FY12 Summary and Analysis Professional Tuition and Mandatory Fees for FY12 Full-Time Resident Student Institution FY11 Cost for 30 Credit Hours FY12 Cost for 30 Credit Hours Dollar Change from FY11 Percentage Change from FY11 OU College of Law $17,025.50 $17,850.50 $825.00 4.8% OUHSC Doctor of Medicine $21,902.50 $21,902.50 $0.00 0.0% OUHSC Doctor of Dental Science $19,970.50 $21,711.50 $1,741.00 8.7% OUHSC Physician's Associate $11,760.50 $12,312.50 $552.00 4.7% OUHSC Pharm D $14,931.70 $15,560.70 $629.00 4.2% OUHSC Occupational Therapy $7,969.30 $8,281.30 $312.00 3.9% OUHSC Physical Therapy -- Doctoral $10,405.70 $10,808.70 $403.00 3.9% OUHSC Doctor of Audiology $9,129.30 $9,499.30 $370.00 4.1% OUHSC Public Health $6,884.50 $7,267.90 $383.40 5.6% Nursing--Doctoral $4,855.90 $4,855.90 $0.00 0.0% Doctoral of Nursing Practice* - $8,116.60 - - OSUCHS Osteopathic Medicine $20,062.28 $21,532.97 $1,470.69 7.3% OSU Veterinary Medicine $14,967.62 $15,618.15 $650.53 4.3% LU Physical Therapy $8,186.05 $8,509.45 $323.40 4.0% NSU Optometry Program $13,577.20 $14,008.20 $431.00 3.2% SWOSU PharmD $11,392.00 $12,416.00 $1,024.00 9.0% Average Resident Tuition $12,868.04 $13,140.76 $607.67 4.7% *The OUHSC Doctor of Nursing Practice has been added for the first time in FY11 for establishment of the peer limit for FY12 tuition rates. Professional Tuition and Mandatory Fees for FY12 Full-Time Nonresident Student Institution FY11 Cost for 30 Credit Hours FY12 Cost for 30 Credit Hours Dollar Change from FY11 Percentage Change from FY11 OU College of Law $26,954.00 $28,275.50 $1,321.50 4.9% OUHSC Doctor of Medicine $47,598.50 $47,598.50 $0.00 0.0% OUHSC Doctor of Dental Science $43,880.50 $48,012.50 $4,132.00 9.4% OUHSC Physician's Associate $23,304.50 $24,549.50 $1,245.00 5.3% OUHSC Pharm D $30,573.70 $31,984.70 $1,411.00 4.6% OUHSC Occupational Therapy $16,705.30 $17,455.30 $750.00 4.5% OUHSC Physical Therapy -- Doctoral $22,685.70 $23,702.70 $1,017.00 4.5% OUHSC Doctor of Audiology $21,069.30 $22,036.30 $967.00 4.6% OUHSC Public Health $16,204.90 $17,240.80 $1,035.90 6.4% Nursing--Doctoral $13,688.50 $13,688.50 $0.00 0.0% Doctoral of Nursing Practice* - $18,417.10 - - OSUCHS Osteopathic Medicine $38,700.12 $41,568.65 $2,868.53 7.4% OSU Veterinary Medicine $33,106.68 $34,664.16 $1,557.48 4.7% LU Physical Therapy $22,259.45 $22,259.45 $0.00 0.0% NSU Optometry Program $26,282.20 $27,108.20 $826.00 3.1% SWOSU PharmD $22,784.00 $24,832.00 $2,048.00 9.0% Average Nonresident Tuition $27,053.16 $27,712.12 $1,278.63 4.7% 22FY12 Summary and Analysis GUARANTEED TUITION (Tuition Lock Program) During the 2007 Legislative session, House Bill No. 2103 was passed by the Legislature and signed by the Governor. This legislation, also referred to as the Tuition Lock Program, authorized institutions to establish a guaranteed tuition rate program for first-time-entering, full-time, resident students beginning with the 2008-09 academic year. House Bill No. 3397 during the 2008 Legislative session made subsequent revisions and clarifications to the Tuition Lock Program, was passed by the Legislature, signed by the Governor, and became effective immediately. Beginning with the Fall 2008 semester, first-time, full-time students have the option to participate in the guaranteed tuition rate program at the time of first enrollment. If students choose to participate in the guaranteed tuition program, they will receive the guaranteed tuition rate for four years (or the normal time-to-degree if longer, as determined by the institution) as long as they maintain full-time status during the fall and spring semesters. Certain exceptions are made for students who transfer and for those who are required to withdraw due to military or other national defense emergencies. The guaranteed tuition rate may not exceed 115 percent of the institution’s nonguaranteed tuition rate and mandatory fees are required in addition to guaranteed tuition. All institutions are in compliance with the statutory requirement that guaranteed tuition not exceed 115 percent of their respective nonguaranteed tuition rate. The following tables list each institution’s FY12 guaranteed tuition rates by institution for a full-time student (based on 30 credit hours), the mandatory fees, and the combined total; a comparison to the legislative limit; and a comparison to FY11 guaranteed tuition rates. 23FY12 Summary and Analysis FY12 Guaranteed Tuition and Mandatory Fees (Undergraduate Resident) Institution FY12 Guaranteed Tuition Per Credit Hour FY12 Mandatory Fees Per Credit Hour FY12 Per Credit Hour Rate Research University of Oklahoma $147.50 $109.18 $256.68 Oklahoma State University & Tulsa $164.96 $93.45 $258.41 Research Average $156.23 $101.32 $257.55 Regional University of Central Oklahoma $160.08 $18.05 $178.13 East Central University $132.00 $40.30 $172.30 Northeastern State University $133.75 $36.90 $170.65 Northwestern OK State University $145.25 $20.75 $166.00 Rogers State University $115.85 $58.45 $174.30 Southeastern OK State University $158.15 $22.55 $180.70 Southwestern OK State University $140.00 $31.00 $171.00 Cameron University $118.50 $49.50 $168.00 Langston University $111.55 $40.05 $151.60 OK Panhandle State University $120.17 $66.80 $186.97 University of Science & Arts of OK $148.00 $39.00 $187.00 Regional Average $134.85 $38.49 $173.33 Main Campus Average $138.14 $48.15 $186.29 24FY12 Summary and Analysis FY12 Guaranteed Tuition and Mandatory Fees (Undergraduate Resident for 30 Credit Hours) Institution FY12 Guaranteed Tuition (30 Credit Hours) FY12 Mandatory Fees FY12 for 30 Credit Hours Research University of Oklahoma $4,425.00 $3,275.50 $7,700.50 Oklahoma State University & Tulsa $4,948.80 $2,803.50 $7,752.30 Research Average $4,686.90 $3,039.50 $7,726.40 Regional University of Central Oklahoma $4,802.40 $541.50 $5,343.90 East Central University $3,960.00 $1,209.00 $5,169.00 Northeastern State University $4,012.50 $1,107.00 $5,119.50 Northwestern OK State University $4,357.50 $622.50 $4,980.00 Rogers State University $3,475.50 $1,753.50 $5,229.00 Southeastern OK State University $4,744.50 $676.50 $5,421.00 Southwestern OK State University $4,200.00 $930.00 $5,130.00 Cameron University $3,555.00 $1,485.00 $5,040.00 Langston University $3,346.50 $1,201.50 $4,548.00 OK Panhandle State University $3,605.10 $2,004.00 $5,609.10 University of Science & Arts of OK $4,440.00 $1,170.00 $5,610.00 Regional Average $4,045.36 $1,154.59 $5,199.95 Main Campus Average $4,144.06 $1,444.58 $5,588.64 25FY11 FY12 $ Chg %Chg FY11 FY12 $ Chg % Chg FY11 FY12 $ Chg %Chg Research University of Oklahoma $4,229.70 $4,425.00 $195.30 4.6% $3,106.00 $3,275.50 $169.50 5.5% $7,335.70 $7,700.50 $364.80 5.0% Oklahoma State University&Tulsa $4,717.50 $4,948.80 $231.30 4.9% $2,676.00 $2,803.50 $127.50 4.8% $7,393.50 $7,752.30 $358.80 4.9% Research Average $4,473.60 $4,686.90 $213.30 4.8% $2,891.00 $3,039.50 $148.50 5.1% $7,364.60 $7,726.40 $361.80 4.9% Regional University of Central Oklahoma $4,500.30 $4,802.40 $302.10 6.7% $541.50 $541.50 $0.00 0.0% $5,041.80 $5,343.90 $302.10 6.0% East Central University $3,706.20 $3,960.00 $253.80 6.8% $1,209.00 $1,209.00 $0.00 0.0% $4,915.20 $5,169.00 $253.80 5.2% Northeastern State University $3,832.50 $4,012.50 $180.00 4.7% $1,047.00 $1,107.00 $60.00 5.7% $4,879.50 $5,119.50 $240.00 4.9% Northwestern OK State University $4,269.00 $4,357.50 $88.50 2.1% $622.50 $622.50 $0.00 0.0% $4,891.50 $4,980.00 $88.50 1.8% Rogers State University $3,309.08 $3,475.50 $166.42 5.0% $1,633.50 $1,753.50 $120.00 7.3% $4,942.58 $5,229.00 $286.42 5.8% Southeastern OK State University $4,455.60 $4,744.50 $288.90 6.5% $676.50 $676.50 $0.00 0.0% $5,132.10 $5,421.00 $288.90 5.6% Southwestern OK State University $3,915.60 $4,200.00 $284.40 7.3% $930.00 $930.00 $0.00 0.0% $4,845.60 $5,130.00 $284.40 5.9% Cameron University $3,405.00 $3,555.00 $150.00 4.4% $1,372.50 $1,485.00 $112.50 8.2% $4,777.50 $5,040.00 $262.50 5.5% Langston University $3,187.50 $3,346.50 $159.00 5.0% $1,201.50 $1,201.50 $0.00 0.0% $4,389.00 $4,548.00 $159.00 3.6% OK Panhandle State University $3,277.50 $3,605.10 $327.60 10.0% $2,004.00 $2,004.00 $0.00 0.0% $5,281.50 $5,609.10 $327.60 6.2% University of Science and Arts of Oklahoma $4,020.00 $4,440.00 $420.00 10.4% $1,170.00 $1,170.00 $0.00 0.0% $5,190.00 $5,610.00 $420.00 8.1% Regional Average $3,807.12 $4,045.36 $238.25 6.3% $1,128.00 $1,154.59 $26.59 2.4% $4,935.12 $5,199.95 $264.84 5.4% Main Campus Average $3,909.65 $4,144.06 $234.41 6.0% $1,399.23 $1,444.58 $45.35 3.2% $5,308.88 $5,588.64 $279.76 5.3% Other Ardmore--Upper ECU $4,528.20 $4,780.50 $252.30 5.6% $15.00 $15.00 $0.00 0.0% $4,543.20 $4,795.50 $252.30 5.6% Ardmore--Upper SEOSU $4,455.60 $4,744.50 $288.90 6.5% $0.00 $0.00 $0.00 0.0% $4,455.60 $4,744.50 $288.90 6.5% OU Health Sciences Center $4,229.70 $4,425.00 $195.30 4.6% $2,080.00 $2,080.00 $0.00 0.0% $6,309.70 $6,505.00 $195.30 3.1% OSU, OKC--Upper $3,510.00 $3,709.50 $199.50 5.7% $650.00 $650.00 $0.00 0.0% $4,160.00 $4,359.50 $199.50 4.8% OSU, OKM--Upper $3,570.60 $3,795.00 $224.40 6.3% $945.00 $1,005.00 $60.00 6.3% $4,515.60 $4,800.00 $284.40 6.3% SEOSU--Aviation at OKCCC $5,658.00 $5,968.50 $310.50 5.5% $0.00 $0.00 $0.00 0.0% $5,658.00 $5,968.50 $310.50 5.5% SEOSU--Grayson County $3,789.60 $4,165.50 $375.90 9.9% $0.00 $0.00 $0.00 0.0% $3,789.60 $4,165.50 $375.90 9.9% SEOSU--McCurtain Co. Lower $4,455.60 $4,744.50 $288.90 6.5% $0.00 $0.00 $0.00 0.0% $4,455.60 $4,744.50 $288.90 6.5% SEOSU--McCurtain Co. Upper $4,455.60 $4,744.50 $288.90 6.5% $0.00 $0.00 $0.00 0.0% $4,455.60 $4,744.50 $288.90 6.5% Langston University--OKC $3,187.50 $3,346.50 $159.00 5.0% $931.50 $931.50 $0.00 0.0% $4,119.00 $4,278.00 $159.00 3.9% Langston University--Tulsa $3,187.50 $3,346.50 $159.00 5.0% $1,066.50 $1,066.50 $0.00 0.0% $4,254.00 $4,413.00 $159.00 3.7% *Mandatory fees are required in addition to guaranteed tuition. **Same mandatory fees as are charged students electing the usual nonguaranteed tuition rate. Change in Guaranteed Tuition and Mandatory Fees FY12 Compared to FY11 (Cost for Full-Time Undergraduate Resident Student -- 30 Credit Hours) Institution Guaranteed Tuition* Mandatory Fees** Total Guaranteed Tuition and Mandatory Fees FY12 Summary and Analysis 26FY12 Summary and Analysis EXPENDITURES BY FUNCTION At Oklahoma public institutions for FY12 as shown on the pie charts on the following pages: The primary functions of instruction, research and public service, when combined, continue to make up over 54.6 percent of the Educational & General - Part I Budget. These categories increased by a total of $44.8 million (4.1 percent). Instruction showed the largest dollar increase of $43.6 million (4.7 percent) and comprises 45.8 percent of the budget. Research increased by $3.4 million (3.5 percent) and comprises 4.8 percent of the budget. Oklahoma State University and its constituent agencies account for 75 percent of the total budgeted in research. Public service comprises 4.0 percent of the budget and saw a decrease of $2.2 million (2.6 percent). Academic support saw an increase of $2.8 million and comprises 11.4 percent of the budget. Student services increased $3.5 million (2.9 percent) and comprises 6.0 percent of the budget. Institutional support increased $6.6 million (4.2 percent). Within this category, the subcategories comprising general administration saw an increase of $464,744 (1.2 percent) and comprises 1.6 percent of the total E&G I budget for FY12. Executive management, which includes the president’s office, legal counsel, governing board, and executive officers, increased by $4.6 million (9.5 percent) to $53.3 million. Physical plant operations saw an increase of $9.3 million (3.7 percent) and comprises 12.2 percent of the budget. Scholarships, made up primarily of tuition waivers, increased by $11.3 million (7.2 percent) for a total of $168.7 million. Scholarships as a percentage of the total budget increased to 8.0 percent. This amount does not include expenditures from State Regents’ scholarship programs: OHLAP, OTAG, Regional University Baccalaureate Scholarships and Academic Scholars stipends. Resident tuition waivers, subject to the 3.5% rule, increased $1.7 million (3.8 percent) and nonresident tuition waivers increased $4.2 million (5.2 percent). Several institutions increased resident tuition waivers ten percent or more: Carl Albert State College (28.3 percent), Oklahoma City Community College (21.7 percent), Redlands Community College (50.7 percent), OSU Institute of Technology (54.2 percent), OUHSC (58.9 percent) and OSU Center for Health Sciences (38.5 percent.) Functional Classifications: Explanatory Notes All universities and colleges budget expenditures are in accordance with the standards defined by the National Association of College and University Business Officers (NACUBO). This national classification system provides uniform guidelines to ensure consistent financial statements for audit purposes and to permit comparisons among institutions within the state, as well as with regional and national data, and with peer institutions. The three primary functions of a higher education institution are: 27FY12 Summary and Analysis Instruction, which includes expenditures for all activities that are a direct part of the instructional programs. The function includes general academic programs as well as vocational-technical programs and community or continuing education. Research, which includes the creation, the organization, and the application of knowledge. This category does not include federal or externally funded research. That item is included in the sponsored budget, Educational and General, Part II. Public Service, which includes activities to make an institution’s unique resources and capabilities available as a response to a community need or a solution to a community problem. This function includes the agriculture cooperative extension services at both OSU and Langston, as well as any public broadcasting activities supported with E&G funds. The research universities are assigned all three functions. The four-year universities and the community colleges engage in research and public service to a much more limited extent. Budgeted support activities are classified as follows: Academic Support activities support directly one or more of the three primary functions. Library budgets are a major component of this category and also include expenditures for academic administration, museums and galleries, educational media services, personnel development and course and curriculum development. Student Services are those activities carried out with the objective of contributing to the emotional and physical well being of the institution’s students, as well as to their intellectual, cultural, and social development outside the context of the institution’s formal instruction program. Included are counseling and career guidance, student aid services, student records, student health services, intramural athletics, and other student activities. Institutional Support includes expenditures for: (1) central executive-level management and long-range institutional planning, such as the governing board, planning and programming, and legal services; (2) fiscal operations; (3) space management, (4) personnel services and records, (5) purchasing and storerooms; (6) faculty and staff support services not operated as auxiliary enterprises; and (7) activities concerned with community and alumni relations, including development and fund raising. Physical Plant Operations consist of those expenditures related to operating educational facilities and grounds, including janitorial and utility services, maintenance, repair, and operation of buildings and other plant facilities, furniture and equipment, care of grounds, utilities, security, fire protection, property insurance and similar items. Scholarships and Fellowships are grants to students and include expenditures for scholarships, fellowships, and aid to students in the form of tuition waivers for resident and nonresident students. 28FY12 Summary and Analysis FY12 Total Budgeted Expenditures by Function Instruction, 45.8%Scholarships, 8.0%Physical Plant, 12.2%Institutional Support, 7.8%Student Services, 6.0%Academic Support, 11.4%Public Service, 4.0%Research, 4.8% FY12 Total Budgeted Funds by Function (in millions) Functional Classification FY11 Percent of Total FY12 Percent of Total Instruction $921.4 45.4% $965.0 45.8% Research 97.4 4.8% 100.8 4.8% Public Service 85.9 4.2% 83.7 4.0% Total Primary Budget $1,104.7 54.4% 1,149.50 54.6% Academic Support 237.5 11.7% 240.3 11.4% Student Services 122.3 6.0% 125.8 6.0% Institutional Support 158.3 7.8% 164.9 7.8% Physical Plant Operations 248.6 12.3% 257.9 12.2% Scholarships 157.4 7.8% 168.7 8.0% Total $2,028.8 100% $2,107.1 100% NOTE: Totals may not add due to rounding. 29FY12 Summary and Analysis FY12 Change in Amount of Expenditure by Function $0.0$100.0$200.0$300.0$400.0$500.0$600.0$700.0$800.0$900.0$1,000.0InstructionResearchPublic ServiceAcademicSupportStudentServicesInstitutionalSupportPhysical PlantScholarshipsFY11F12 Functional Classification FY11 FY12 Dollar Change Percent Change Instruction $921.4 $965.0 $43.6 4.7% Research 97.4 $100.8 3.4 3.5% Public Service 85.9 $83.7 -2.2 -2.6% Total Primary Budget 1,104.7 1,149.50 44.8 4.1% Academic Support 237.5 $240.3 2.8 1.2% Student Services 122.3 $125.8 3.5 2.9% Institutional Support 158.3 $164.9 6.6 4.2% Physical Plant Operations 248.6 $257.9 9.3 3.7% Scholarships 157.4 $168.7 11.3 7.2% Total $2,028.8 $2,107.1 $78.3 3.9% NOTE: Totals may not add due to rounding. 30FY12 Summary and Analysis EXPENDITURES BY OBJECT Unlike the functional categories, which conform to national norms, the objects of expenditure are established in conjunction with the Oklahoma Office of State Finance for accounting purposes. Total budgeted expenditures increased $78.3 million (3.9 percent). Personnel-related expenditures (salaries, benefits, and professional services) increased $41.4 million (3.0 percent) and comprise 66.2 percent of the budget. Non-personnel-related expenditures increased $36.8 million (5.4 percent) and comprise 33.8 percent of the budget. Salaries and wages increased $21.8 million (2.2 percent) and comprise 47.5 percent of the budget. Benefits increased $19 million (5.5 percent) and comprise 17.4 percent of the budget, approximately one-third as much as the salaries and wages component. Professional services increased $600,000 (2.3 percent) and comprise 1.3 percent of the budget. Travel increased $700,000 (4.1 percent) and comprise 0.8 percent of the budget. Utilities are not budgeted to change and comprise 4.1 percent of the budget. Supplies and other operating expenses increased $12.1 million (3.9 percent) and comprise 15.2 percent of the budget. Property, furniture, and equipment increased $12.1 million (16.6 percent) and comprise 4.0 percent of the budget. Library books and equipment increased $1.3 million (4.5 percent) and comprise 1.4 percent of the budget. Scholarships increased by $11.4 million (7.2 percent) and comprise 8.0 percent of the budget. Transfers and other disbursements decreased $700,000 (-19.5 percent) and comprise 0.1 percent of the budget. 31FY12 Summary and Analysis FY12 Total Budgeted Expenditures by Object Library Books & Equipment, 1.4%Scholarships, 8.0%Furniture & Equipment, 4.0%Supplies & Operating, 15.2%Utilitites, 4.1%Travel, 0.8%Professional Services, 1.3%Benefits, 17.4%Transfers & Other, 0.1%Salaries & Wages, 47.5% Categories of Expenditures FY11 % of Total FY12 % of Total Salaries and Wages $979.9 48.3% $ 1,001.7 47.5% Benefits 348.3 17.2% 367.7 17.4% Professional Services 25.9 1.3% 26.5 1.3% Total Personnel Related Expenditures $1,354.1 66.8% $1,395.5 66.2% Travel 16.9 0.8% 17.6 0.8% Utilities 86.9 4.3% 86.9 4.1% Supplies & Other Operating Expenses 307.7 15.2% 319.8 15.2% Property, Furniture & Equipment 72.8 3.6% 84.9 4.0% Library Books & Equipment 29.2 1.4% 30.5 1.4% Scholarships 157.5 7.8% 168.8 8.0% Transfers & Other Disbursements 3.8 0.2% 3.1 0.1% Total Non-Personnel Expenditures $674.8 33.3% $711.6 33.8% Total Budgeted Expenditures $2,028.8 100% $2,107.1 100% NOTE: Totals may not add due to rounding. 32FY12 Summary and Analysis FY12 Change in Budgeted Expenditures by Object $-$200.0$400.0$600.0$800.0$1,000.0$1,200.0Salaries &WagesBenefitsProfessionalServicesTravelUtilitiesSupplies &OperatingFurniture &EquipmentLibrary Books& EquipmentScholarshipsTransfers &OtherFY11FY12 Categories of Expenditures FY11 FY12 Dollar Change Percent Change Salaries and Wages $979.9 $ 1001.7 $21.8 2.2% Benefits 348.3 367.7 19.0 5.5% Professional Services 25.9 26.5 0.6 2.3% Total Personnel Related Expenditures $1,354.1 $1,395.5 $41.4 3.03% Travel 16.9 17.6 0.7 4.1% Utilities 86.9 86.9 0 0.0% Supplies & Other Operating Expenses 307.7 319.8 12.1 3.9% Property, Furniture & Equipment 72.8 84.9 12.1 16.6% Library Books & Equipment 29.2 30.5 1.3 4.5% Scholarships 157.5 168.8 11.4 7.2% Transfers & Other Disbursements 3.8 3.1 -0.7 -19.5% Total Non-Personnel Expenditures $674.8 $711.6 36.8 5.45% Total Budgeted Expenditures $2,028.8 $2,107.1 $78.3 3.9% NOTE: Totals may not add due to rounding. 33FY12 Summary and Analysis ENROLLMENT PROJECTIONS Colleges and universities are projecting enrollment growth of approximately 2,746 FTE (1.8 percent) for the annualized FTE. They expect approximately 156,550 FTE students, or a total of 206,284 students, an increase of 4,163 headcount enrollment (2.1 percent). OSU Tulsa is projecting the largest FTE enrollment increase at 17.9 percent. Oklahoma Panhandle State University anticipates a decrease of 5.3 percent in FTE enrollment. The remaining institutions are projecting increases from less than one percent to 10.0 percent. The number of new full-time faculty is expected to be 70.3, offset by a loss of 80.5 for a net decrease of 10.3. Ten institutions are reporting the lose faculty members that range from one to 16 positions. Oklahoma State University is reporting the highest lose of the number of faculty positions for FY12. The number of adjunct faculty in the system is projected to decrease by 61 (1.2 percent) to 5,212 compared to 5,273 in FY11. Institutions are planning to offer over 3,157 additional course sections in fall 2011, an increase of 7.7 percent. 34FY12 Summary and Analysis MANDATORY COSTS Mandatory Costs for FY12 are shown in the table below. Type of Mandatory Cost Mandatory Costs Health, Dental, and Other Insurance $13,200,477 OTR & Other Retirement Programs $3,536,679 Professional Services $615,614 Risk Management Insurance FY11 FY12 $425,225 Property Insurance $261,790 $166,850 Directors and Officers $57,713 $39,700 Tort Liability $41,850 $80,189 Aircraft Insurance $123,343 $16,812 Vehicle Insurance $23,329 $31,627 Other Insurance $46,551 $90,047 Transfers and Other Disbursements $1,000 Utilities - Gas, Electric, Water, Telephone $2,622,312 Travel -$2,666 Supplies and Other Current Expense $1,792,307 Property and Equipment $7,919,588 Maintaining Library Periodicals & Subscriptions $605,933 Scholarships $1,303,888 Total $32,020,326 State Regents’ staff polled institutions in the early fall for estimates of increases of mandatory costs for FY12 as part of the budget needs determination. The budgets presented here for approval indicate approximately $32 million increase in mandatory costs. As previously reported, institutions received a decrease of $58.2 million (-5.8%) in state appropriations for operations. Funding for these mandatory costs will be made up primarily from reallocations, as well as from tuition and other revenue. 35FY12 Summary and Analysis SALARIES AND BENEFITS Of the 17,884 continuing employees, 7,303 (40.8 percent) will receive some type of salary increase in FY12, all relating to contractual obligations. For those employees receiving a salary increase, the increase will average less than one percent and it ranges from 0.01 percent at Northern Oklahoma College to 5.3 percent at Connors State College. Fifteen of the 35 institutions and constituent agencies reported a salary increase related to contractual obligations for at least one employee for FY12. The FY12 salary increases by classification range from 0.5 percent to 10.7 percent for six presidents’ contractual obligations, 1.3 percent for faculty, 1.4 percent for administrative/professional staff, and 1.6 percent for classified staff. The average salary increase for all employee classifications is 0.74 percent. Summary of Continuing Employees Pay Changes for FY2012 Classification Total Number of Continuing Employees Number of Employees Receiving Decrease Number of Employees Not Receiving Raise Number of Employees Receiving Raise Presidents 28 0 21 7 Percentage 100.00% 0.00% 75.00% 25.00% Faculty 5,983 16 3,724 2,244 Percentage 100.00% 0.27% 62.24% 37.50% Professional 5,771 2 3,464 2,305 Percentage 100.00% 0.03% 60.02% 39.94% Other Staff 6,102 1 3,354 2,747 Percentage 100.00% 0.02% 54.97% 45.02% Total 17,884 19 10,563 7,303 Percentage 100.00% 0.11% 59.06% 40.83% *Contractual obligations 36FY12 Summary and Analysis Growth in Salaries and Benefits Amounts budgeted for salaries will increase from $979.9 million in FY11 to $1,001.7 billion in FY12, an increase of $40.8 million (3.1 percent) and represent 47.5 percent of the budget. Amounts budgeted for benefits will increase from $348.3 million in FY11 to $367.3 million in FY12, an increase of $19 million (5.5 percent) and represent 17.4 percent of the budget. The total amount budgeted for the salaries and wages and benefits categories of the budget decreased from 65.5 percent of the total budget in FY11 to 65.0 percent of the total budget in FY12. Since FY88, the rate of growth in benefits expenditures has been approximately two and a half times the growth rate of salaries. Benefits have increased 550.7 percent over the past 24 years, compared to 204.3 percent in salaries. This growth is attributable to steep increases in health insurance costs beginning in the early part of the decade and continuing to be a concern through the current year. The period has also seen substantial increases to the Oklahoma Teachers’ Retirement System. Total compensation (salaries and benefits) as a percentage of total budgets has declined from 78.3 percent in FY88 to 65.0 percent in FY12. The Teachers Retirement System contribution calculation changed in FY08, in FY09, FY10 and F11, but in FY12 the calculations will remain at the same percentages as contributed in FY11 with the exceptions of the federal matching contribution rate. All Teachers Retirement clients will continue to contribute 7% on annual compensation. The employer matching contribution rate will increase to 7.0% for salaries paid by federal or private grants The employer contribution rate for two-year schools will remain unchanged at 9.5% The employer contribution rate for four-year regional universities and comprehensive universities remains at 8.55% the same as was contributed in FY2011. 37FY12 Summary and Analysis TOTAL COMPENSATION As a Percent of E&G I Total Budget Year Fringe Benefits Budgeted Total Salaries (Teaching, Professional, Other) TOTAL Compensation Total Budget Compensation % of Budget FY88 56,447,282 329,138,053 385,585,335 492,591,057 78.3% FY89 70,470,723 369,028,884 439,499,607 565,515,647 77.7% FY90 82,864,771 400,605,657 483,470,428 616,567,152 78.4% FY91 97,198,127 430,602,599 527,800,726 665,776,818 79.3% FY92 108,237,608 453,692,722 561,930,330 718,628,057 78.2% FY93 114,835,322 463,993,590 578,828,912 743,833,362 77.8% FY94 112,055,503 466,931,390 578,986,893 743,670,165 77.9% FY95 114,854,094 478,675,051 593,529,145 798,653,989 74.3% FY96 122,422,838 500,441,419 622,864,257 840,218,526 74.1% FY97 142,375,321 529,649,236 672,024,557 916,400,636 73.3% FY98 149,117,517 566,592,600 715,710,117 991,796,017 72.2% FY99 162,188,552 593,329,386 755,517,938 1,047,372,472 72.1% FY00 168,178,265 616,556,247 784,734,512 1,097,944,785 71.5% FY01 182,013,611 652,553,134 834,566,745 1,170,223,541 71.3% FY02 196,801,184 685,710,337 882,511,521 1,242,038,223 71.1% FY03 210,698,052 695,541,787 906,239,839 1,275,075,425 71.1% FY04 217,617,821 676,365,132 893,982,953 1,304,180,886 68.5% FY05 235,874,810 733,794,199 981,250,724 1,401,863,796 70.0% FY06 257,311,856 789,895,994 1,060,327,205 1,528,930,962 69.4% FY07 277,522,462 862,361,121 1,139,883,583 1,695,785,007 67.2% FY08 305,307,266 911,396,890 1,216,704,156 1,814,734,574 67.0% FY09 322,947,731 965,259,132 1,288,206,863 1,928,450,183 66.8% FY10 335,425,167 975,687,842 1,311,113,009 1,977,862,971 66.3% FY11 348,264,957 979,937,911 1,328,202,868 2,028,807,312 65.5% FY12 367,325,426 1,001,693,740 1,369,019,167 2,107,076,815 66.2% % Inc FY88-FY12 550.7% 204.3% 255.09% 327.8% SOURCE: Annual E&G Budget Summary & Analysis Reports, FY88 - FY12, State Regents. 380% 50% 100% 150% 200% 250% 300% 350% 400% 450% 500% 550% 600% Total Salaries Fringe Benefits Total E&G I Budget 204.3% 550.7% 327.8% PERCENT INCREASE IN SALARIES, BENEFITS, AND TOTAL BUDGETFY88 TO FY12 39FY12 Summary and Analysis ADMINISTRATIVE COSTS The State Regents’ FY12 Budget Principles state that institutions’ administrative expenditures budgeted under the Institutional Support function should comply with the following caps: OU and OSU .................................................................................................................. 10% OU-HSC, Law, Veterinary Medicine, OSU Center for Health Sciences ...................... 13% Four-Year Universities (enrollments above 3,500 FTE) ............................................... 13% Four-Year Universities (enrollments below 3,500 FTE) ............................................... 16% Two-Year Colleges & Technical Branches above 3,500 FTE ...................................... 13% Two-Year Colleges & Technical Branches below 3,500 FTE ...................................... 16% The budgetary caps are pegged to national and regional norms for this expenditure function. For FY12 all institutional budgets are in compliance with their respective percentage above for administrative expenditures for institutional support. OU-Tulsa has an institutional support budget that comprises 12.8 percent of the total. The OU-Tulsa budget does not reflect all of the instructional expenses of that campus, as for accreditation purposes, the instructional costs for the Center for Health Sciences in Tulsa are included with the instructional costs at the OU Health Sciences Center in Oklahoma City. Because the instructional costs are understated, the administration share is correspondingly larger. OSU-Tulsa, which has a unique function and is therefore not easily compared to other institutions, has an institutional support budget that comprises 13.3 percent of the total. The institutional support function system-wide as a percent of the total budget remains at 7.8 percent for FY12, the same percentage as in FY11. 40FY12 Summary and Analysis FY12 ADMINISTRATIVE COSTS BUDGET CAPS Cap Category/ Institution Institutional Support (incl. data processing) Percent of Total Budget OU, OSU 10.0% OU (OU Law = 2.3; OU-Tulsa, 12.8) 4.6% OSU (OSU, Tulsa = 13.3) 4.5% Health Sciences Center, Vet Med, OSU-CHS 13.0% OUHSC 12.9% OSU VET MED 2.2% OSU-CHS 8.1% Four-Year Universities (FTE enrollments above 3,500) 13.0% UCO 7.6% ECU 8.9% NSU 8.6% SEOSU 7.9% SWOSU 7.6% Cameron 9.9% Four-Year Universities (enrollments below 3,500) 16.0% NWOSU 7.0% Langston 11.6% OPSU 11.8% Rogers State University 11.0% USAO 13.9% Community Colleges and Technical Branches (enrollments above 3,500) 13.0% OCCC 12.6% Rose 12.1% TCC 12.9% Community Colleges and Technical Branches (enrollments below 3,500) 16.0% CASC 8.9% CSC 15.1% EOSC 14.9% MSC 11.7% NEOAMC 12.7% NOC 8.5% Redlands 13.3% Seminole 12.4% WOSC 10.7% OSU, OKC 11.0% OSU, Okmulgee 9.5% 41FY12 Summary and Analysis TUITION WAIVERS State Regents’ policy authorizes institutions to grant tuition waivers for resident students in an amount up to 3.5 percent of the current year primary Educational and General Budget. A total of $71.2 million is authorized for these resident tuition waivers in FY12. The budgeted amount is $49.4 million, which represents 69.4 percent of the authorized amount. The budgeted amount as a percentage of the authorized amount varies from 5.1 percent at the University of Oklahoma--Tulsa to 100 percent at Oklahoma State University. The University of Oklahoma has budgeted 80.0 percent. The University of Oklahoma at Tulsa and Oklahoma State University College of Veterinary Medicine budgeted no funding for resident tuition waivers. Sixteen institutions budgeted at least 75 percent of their authorized amount. Resident tuition waivers outside the 3.5 percent limit increased by $1,800,000 (12.8 percent) to a total of $16.0 million. Total resident tuition waivers, subject to the 3.5% limitation, are budgeted to increase by $1.7 million (3.8 percent) to $49.4 million. Nonresident tuition waivers are budgeted to increase by $4.1 million (5.2 percent) to $83.1 million. Total resident and nonresident tuition waivers are budgeted to increase by $7.7 million (5.5 percent) to $148.5 million. Waivers for graduate and research assistant compensation are expected to increase by approximately $1.3 million (4.6 percent) to $31.3 million, as the research universities attempt to maintain their competitive position in attracting qualified graduate students. For FY12, OU has budgeted $12.6 million for these waivers, an increase of $624,388 (5.2 percent). OSU will increase these waivers from $15.9 million to $16.6 million, an increase of $764,728 (4.8 percent). Constituent agencies that offer professional programs do not normally grant tuition waivers to the same extent as institutions. Total tuition waivers and scholarships paid from institutions’ E&G Budgets are projected to increase from $157.4 million in FY11 to $167.1 million in FY12, an increase of $9.7 million (6.2 percent). 42Oklahoma State Regents for Higher Education TUITION WAIVERS FOR FY2012 TUITION WAIVERS 3.5%, NONRESIDENT TUITION WAIVERS AND RESIDENT WAIVERS EXEMPT FROM THE 3.5% LIMITATION Institution Total FY2012 E&G Budget FY2012 Authorized Tuition Waivers FY2011 Tuition Waivers Budgeted at 3.5% FY2012 Tuition Waivers Budgeted at 3.5% Percent Increased From FY2011 to FY2012 FY2012 Percent of Authorized Amount Budgeted FY2011 Nonresident Tuition Waivers Budgeted FY2012 Nonresident Tuition Waivers Budgeted Percent Increased From FY2009 to FY2012 FY2011 Tuition Waivers Budgeted Outside 3.5% FY2012 Tuition Waivers Budgeted Outside 3.5% Percent Increased From FY2011 to FY2012 FY2011 Total Tuition Waivers Budgeted FY2012 Total Tuition Waivers Budgeted Percent Increased From FY2011 to FY2012 FY2012 Total % of E&G Budget OU 426,398,488 14,923,947 11,448,500 11,935,115 4.3% 80.0% 19,083,900 20,600,635 7.9% 4,512,000 4,631,988 2.7% 35,044,400 37,167,738 6.1% 8.7% OSU 352,242,042 12,328,471 11,686,514 12,327,125 5.5% 100.0% 25,027,679 27,639,346 10.4% 3,450,552 3,794,374 10.0% 40,164,745 43,760,845 9.0% 12.4% Comp Tier: 778,640,530 27,252,419 23,135,014 24,262,240 4.9% 89.0% 44,111,579 48,239,981 9.4% 7,962,552 8,426,362 5.8% 75,209,145 80,928,583 7.6% 10.4% UCO 143,818,006 5,033,630 3,377,115 3,489,746 3.3% 69.3% 1,554,456 1,607,121 3.4% 895,023 1,120,959 25.2% 5,826,594 6,217,826 6.7% 4.3% ECU 41,150,225 1,440,258 1,332,878 1,423,552 6.8% 98.8% 750,000 900,000 20.0% 350,000 360,000 2.9% 2,432,878 2,683,552 10.3% 6.5% NSU 83,080,927 2,907,832 2,349,150 2,464,000 4.9% 84.7% 1,627,250 1,707,000 4.9% 705,000 740,000 5.0% 4,681,400 4,911,000 4.9% 5.9% NWOSU 23,608,292 826,290 780,000 807,300 3.5% 97.7% 2,390,000 2,727,320 14.1% 204,630 352,565 72.3% 3,374,630 3,887,185 15.2% 16.5% SEOSU 43,296,798 1,515,388 944,063 1,004,334 6.4% 66.3% 5,510,429 5,802,159 5.3% 221,432 235,554 6.4% 6,675,924 7,042,047 5.5% 16.3% SWOSU 50,500,000 1,767,500 1,981,773 1,444,983 -27.1% 81.8% 2,000,000 2,650,000 32.5% 257,758 440,000 70.7% 4,239,531 4,534,983 7.0% 9.0% CU 46,814,415 1,638,505 1,259,000 1,347,130 7.0% 82.2% 4,100,000 2,500,000 -39.0% 300,000 320,870 7.0% 5,659,000 4,168,000 -26.3% 8.9% LU 35,248,853 1,233,710 473,435 445,800 -5.8% 36.1% 854,700 854,700 0.0% 11,665 39,300 236.9% 1,339,800 1,339,800 0.0% 3.8% OPSU 17,164,013 600,740 260,464 272,300 4.5% 45.3% 3,466,777 3,528,045 1.8% 28,382 35,000 23.3% 3,755,623 3,835,345 2.1% 22.3% RSU 33,936,698 1,187,784 800,000 830,000 3.8% 69.9% 800,000 850,000 6.3% 200,000 220,000 10.0% 1,800,000 1,900,000 5.6% 5.6% USAO 12,335,068 431,727 411,311 404,148 -1.7% 93.6% 383,844 383,844 0.0% 6,982 6,982 0.0% 802,137 794,974 -0.9% 6.4% 4-yr Tier: 530,953,295 18,583,365 13,969,189 13,933,293 -0.3% 75.0% 23,437,456 23,510,189 0.3% 3,180,872 3,871,230 21.7% 40,587,517 41,314,712 1.8% 7.8% CASC 12,400,432 434,015 333,105 427,260 28.3% 98.4% 692,871 751,941 8.5% 66,711 64,522 -3.3% 1,092,687 1,243,723 13.8% 10.0% CSC 12,626,653 441,933 290,000 300,000 3.4% 67.9% 254,945 254,945 0.0% 63,403 55,377 -12.7% 608,348 610,322 0.3% 4.8% EOSC 11,084,602 387,961 304,104 311,000 2.3% 80.2% 136,000 155,000 14.0% 25,000 25,000 0.0% 465,104 491,000 5.6% 4.4% MSC 13,299,048 465,467 400,000 400,000 0.0% 85.9% 120,000 120,000 0.0% 200,000 200,000 0.0% 720,000 720,000 0.0% 5.4% NEOAMC 16,248,007 568,680 344,087 370,500 7.7% 65.2% 1,466,930 1,584,300 8.0% 130,184 120,000 -7.8% 1,941,201 2,074,800 6.9% 12.8% NOC 24,447,668 855,668 650,375 705,657 8.5% 82.5% 307,755 333,915 8.5% 432,265 469,008 8.5% 1,390,395 1,508,580 8.5% 6.2% OCCC 64,268,863 2,249,410 1,374,762 1,673,348 21.7% 74.4% 657,300 792,609 20.6% 367,938 469,632 27.6% 2,400,000 2,935,590 22.3% 4.6% RCC 11,616,240 406,568 176,562 266,154 50.7% 65.5% 344,906 114,066 -66.9% 643,517 714,304 11.0% 1,164,985 1,094,524 -6.0% 9.4% ROSE 35,824,815 1,253,869 1,041,260 1,033,138 -0.8% 82.4% 9,265 7,969 -14.0% 190,465 170,360 -10.6% 1,240,990 1,211,467 -2.4% 3.4% SSC 11,247,133 393,650 321,358 326,014 1.4% 82.8% 300,000 300,000 0.0% 67,563 56,251 -16.7% 688,921 682,265 -1.0% 6.1% TCC 112,077,899 3,922,726 2,200,000 1,711,903 -22.2% 43.6% 0 5,750 0 482,347 2,200,000 2,200,000 0.0% 2.0% WOSC 14,374,596 503,111 300,000 300,000 0.0% 59.6% 2,000,000 2,000,000 0.0% 115,000 125,000 8.7% 2,415,000 2,425,000 0.4% 16.9% 2-yr Tier: 339,515,956 11,883,058 7,735,613 7,824,974 1.2% 65.8% 6,289,972 6,420,495 2.1% 2,302,046 2,951,801 28.2% 16,327,631 17,197,271 5.3% 5.1% TB OKC 27,209,002 952,315 840,000 875,000 4.2% 91.9% 0 0 #DIV/0! 0 0 #DIV/0! 840,000 875,000 4.2% 3.2% TB OKM 30,381,166 1,063,341 350,000 539,800 54.2% 50.8% 1,300,000 1,100,000 -15.4% 150,000 160,200 6.8% 1,800,000 1,800,000 0.0% 5.9% Tech Br: 57,590,168 2,015,656 1,190,000 1,414,800 18.9% 70.2% 1,300,000 1,100,000 -15.4% 150,000 160,200 6.8% 2,640,000 2,675,000 1.3% 4.6% 0 OUHSC 186,411,603 6,524,406 566,222 900,000 58.9% 13.8% 2,485,778 2,485,778 0.0% 615,000 615,000 0.0% 3,667,000 4,000,778 9.1% 2.1% OULAW 16,650,113 582,754 450,000 450,000 0.0% 77.2% 1,100,000 1,100,000 0.0% 0 0 0.0% 1,550,000 1,550,000 0.0% 9.3% OU Tulsa 13,361,788 467,663 24,000 24,000 0.0% 5.1% 208,500 208,500 0.0% 0 0 0.0% 232,500 232,500 0.0% 1.7% VET MED 28,119,920 984,197 0 0 0.0% 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0.0% OSU-CHS 59,799,696 2,092,989 260,000 360,000 38.5% 17.2% 0 0 0.0% 0 0 0.0% 260,000 360,000 38.5% 0.6% OSU TULSA 24,526,714 858,435 325,000 275,000 -15.4% 32.0% 0 0 0.0% 0 0 0.0% 325,000 275,000 -15.4% 1.1% Const: 328,869,834 11,510,444 1,625,222 2,009,000 23.6% 17.5% 3,794,278 3,794,278 0.0% 615,000 615,000 0.0% 6,034,500 6,418,278 6.4% 2.0% TOTAL 2,035,569,783 71,244,942 47,655,038 49,444,307 3.8% 69.4% 78,933,285 83,064,943 5.2% 14,210,470 16,024,593 12.8% 140,798,793 148,533,844 5.5% 7.3% 43FY12 Summary and Analysis FACULTY AND STAFF Faculty Colleges and universities are projecting an increase of approximately 4,163 new students (2.1 percent) and enrollment growth of 3,329 full-time-equivalent (FTE) students (2.3 percent) for the 2011 fall semester. Institutions likewise expect to offer over 3.157 additional course sections, an increase of 7.7 percent. Seventy new FTE faculty positions have been established at nineteen system institutions and agencies for FY12. The gains are offset by a decrease of 80.5 faculty positions, for a net decrease of 10.3 positions at a projected savings of approximately $1,064,468. Institutions are reporting a decrease of 61 adjunct faculty system-wide. This represents a 1.2 percent decrease. Staff Institutions reported a net gain of 28.6 professional staff positions for FY12 at a projected cost of approximately $1,700,745. Institutions reported a net gain of 28.0 classified staff positions for FY12 at a projected cost of approximately $793,501. A summary of the new faculty positions is shown in the following tables. 44FY12 Summary and Analysis Change in Faculty Positions Change in Faculty Positions by Rank Rank FTE Salary Professors (0.8) (383,045) Associate Professors (8.7) (1,079,508) Assistant or Associate Professors (1.0) (45,599) Assistant Professors 2.2 309,308 Instructors (7.1) (493,473) Lecturers (1.0) (52,151) Others with Faculty Rank 6.0 680,000 Total (10.3) (1,064,468) Change in Faculty Positions by Institution Institution FTE Salary OU (3.0) (268,420) OUHSC 4.0 385,000 OU LAW - - OU Tulsa - - OSU (16.0) (1,664,890) OSUAGEXP - - OSUCOOPEXT - - OSUVET - - OSU-CHS 1.0 300,000 OSUTBOKC - - OSUTBOKM 2.0 131,404 OSU-TULSA - - UCO 3.0 120,310 East Central 1.0 40,000 Northeastern 3.4 263,408 Northwestern 2.0 118,369 Southeastern (2.0) (98,602) Southwestern (6.7) (345,285) Cameron (1.0) (25,000) Langston 3.4 242,274 Panhandle (3.3) (130,567) Rogers 1.0 21,200 USAO 1.0 32,000 CASC - - CSC - - EOSC (1.0) (44,568) MSC (2.0) (165,000) NEOA&M (4.0) (213,340) NOC (3.0) (152,899) OCCC - - Redlands 6.5 255,198 Rose 0.5 24,425 SSC 1.0 20,668 TCC 1.0 49,847 WOSC 1.0 40,000 Total New Faculty (10.3) (1,064,468) 45FY12 Summary and Analysis Changes in Faculty Positions by Field of Study CIP Classification of Instructional Programs FTE Change $ Change 1 Agriculture, Agriculture Operations & Related Sciences 0.8 18,043 3 Natural Resources & Conservation 0.0 - 4 Architecture & Related Services -0.5 (21,669) 5 Area, Ethnic, Cultural & Gender Studies 1.0 70,105 9 Communication, Journalism & Related Programs 2.0 99,847 11 Computer & Information Sciences & Support Services -1.5 (135,000) 12 Personal and Culinary Services -1.0 (37,457) 13 Education -1.0 (51,197) 14 Engineering -8.5 (1,087,380) 15 Engineering Technologies/Technicians 1.0 63,592 16 Foreign Languages, Literatures & Linguistics 1.0 66,000 19 Family and Consumer Sciences/ Human Sciences -7.0 (495,396) 21 Technology Education/Industrial Arts 0.0 - 22 Legal Professions & Studies 0.0 - 23 English Language & Literature/Letters 2.0 41,750 24 Liberal Arts & Sciences, General Studies & Humanities 1.5 92,307 25 Library Science 1.0 46,518 26 Biological & Biomedical Science 1.0 40,000 27 Mathematics & Statistics 0.0 (8,599) 30 Multi/Interdisciplinary Studies -1.0 (46,125) 31 Parks, Recreation, Leisure & Fitness Studies -8.6 (392,096) 32 Basic Skills and Developmental/Remedial Education 1.0 41,097 34 Health-Related Knowledge & Skills 1.0 56,000 36 Leisure and Recreational Activities -1.0 (46,703) 38 Philosophy & Religious Studies 1.0 60,000 39 Theology and Religious Vocations 0.0 - 40 Physical Sciences -3.5 (193,972) 41 Science Technologies/Technicians 0.0 - 42 Psychology 1.0 113,000 43 Homeland Security, Law Enforcement, Firefighting 1.0 45,432 44 Public Administration and Social Service Professions 0.0 - 45 Social Sciences 0.0 9,168 46 Construction Trades 0.0 - 47 Mechanic & Repair Technologies/Technicians 0.0 11,404 49 Transportation & Materials Moving 0.0 - 50 Visual & Performing Arts 1.5 20,157 51 Health Professions & Related Clinical Sciences 10.5 989,559 52 Business, Management, Marketing & Related Support Services -6.0 (430,010) 54 History 1.6 48,600 Other -0.5 (51,443) Total -10.25 (1,064,468) 46FY12 Summary and Analysis FY11 Motor Pool/Fleet Management Report The motor pool/fleet management summary report is included in the E&G Summary and Analysis Report as a means to annually document this data for accountability and transparency. The vehicles reported in this report include buses, trucks, vans, utility and passenger vehicles owned by the state system institutions. The summary chart is included with data reported by individual institution. In FY11 there were 2,148 vehicles under management at our institutions. Trucks, vans and utility vehicles accounted for 39 percent of total, while 47 percent are passenger vehicles. These vehicles averaged for the system maintenance costs of $1,503 per vehicle. The average fleet age for the system is eleven years and ranges from three years to 19 years. 47Table 1: Summary Information on Vehicle Ownership Bus 1 University of Oklahoma 100 27 257 36 420 47,100 2003 $638,639 2 OU - Health Sciences Center 67 7 72 1 147 50,025 2008 $65,008 3 Oklahoma State University (Main) 469 29 32 54 584 70,386 2002 $1,890,171 4 University of Central Oklahoma 20 5 49 2 76 55,566 1999 $52,395 5 East Central Oklahoma 15 2 45 6 68 68,702 2000 $18,849 6 Northwestern Oklahoma State 25 1 21 2 49 124,640 1997 $6,012 7 Southeastern Oklahoma State 29 29 0 1 59 105,772 1995 $57,152 8 Southwestern Oklahoma State 21 2 71 0 94 87,824 1998 $1,305 9 Cameron University 16 2 28 5 51 52,823 2001 $32,282 10 Langston University 14 7 24 1 46 98,181 1997 $22,887 11 Northeastern State University 18 3 9 3 33 71,805 2005 $17,650 12 Panhandle State University 6 5 22 0 33 111,317 2000 $27,697 13 Rogers State University 16 2 28 1 47 117,428 1999 $6,090 14 University of Sciences and Arts of Ok. 23 0 7 4 34 106,374 1998 $8,115 15 Carl Albert State College 11 0 5 1 17 104,492 2004 $17,665 16 Connors State College 20 0 13 2 35 117,009 2004 $7,074 17 Eastern Oklahoma State College 17 0 19 2 38 129,938 1998 $3,737 18 Murray State College 10 2 16 2 30 181,782 2001 $17,071 19 Northeastern A&M 26 17 0 3 46 117,530 1997 $20,712 20 Northern Oklahoma College 21 0 39 5 65 96,123 1999 $214,389 21 Oklahoma City Community College 4 2 18 0 24 61,389 2005 $34,416 22 Redlands Community College 13 0 7 0 20 134,616 2003 $13,781 23 Rose State College 11 3 11 3 28 78,609 1997 $17,511 24 Seminole State College 7 5 4 16 170,144 1999 $6,117 25 Tulsa Community College 15 0 36 0 51 84,493 1998 $17,884 26 Western Oklahoma College 6 6 5 6 23 79,418 2000 $9,178 27 Quartz Mountain Arts & Conf. Ctr. 8 1 5 0 14 150,727 1992 $4,012 Totals 1008 157 839 144 2148 $3,227,798 Averages $1,503 1 SUV is an acronym for Sport Utility Vehicle 2 TUV is an acronym for Truck, Utility, Van. Average Odometer Reading Average Age of Fleet FY11 Maintenance Costs Oklahoma State Regents for Higher Education FY2011 Motor Pool/Fleet Management Report Summary Institution Passenger SUV(1) TUV (2) Total 48FY12 Summary and Analysis EXTERNAL FUNDS – SPONSORED BUDGETS For FY12, the Educational and General Budget, Part II, comprising externally funded projects, is $516 million. The two research universities and their constituent agencies made up 58.7 percent of the E&G-I Budget; they account for considerably more of the total system sponsored budget, 78.8 percent. The E&G Budget, Part II, increased by $9.3 million (1.8 percent) from $506.7 million in FY11 to $516 million in FY12. Federal funds are still the largest source of revenue for the FY12 sponsored budget at $267.4 million or 51.8 percent of the total, up slightly from 51.6 percent in FY11. The State of Oklahoma provides 19.4 percent of the revenue in this category. FY12 Sources of Sponsored Budgets Budgeted Carryover, $2.8State Agencies, $100.9 County & Local , $0.2 Dept. of Agriculture, $25.8 Dept. of Education, $47.0 National Institutes of Health, $48.6 National Science Foundation, $30.4 Dept. of Defense, $9.0 Other Federal Agencies, $106.3 Private Foundations, $20.4 Other Sources, $109.5 Private Business & Industry, $12.9 Uses of Sponsored Budgets Uses of sponsored revenue funds are substantially for research and public service, 45.7 percent and 26 percent of the total sponsored budget respectively. Since FY96, sponsored research in The State System has shown an increase of 165.5 percent. Research has become a target area for improvement in The State System with investments in the Oklahoma EPSCoR program, incentive programs, and in large research investments with multiple funding sources. Sponsored research increased from $233.8 million in FY11 to $236 million in FY12, an increase of $2.2 million (0.9 percent). 49FY12 Summary and Analysis It is noteworthy that, in general, at the research universities, the sponsored budget for research is considerably larger than the primary (E&G-Part I) budget for research, totaling $236 million (45.7 percent) compared to $100.8 million (4.8 percent). Return on Investment of State-Funded Research Overall, an investment of $100.8 million in the research university state dollars for research yields an approximate 2.3 to 1 return in the form of externally funded research, as shown in the following table. At some entities, the return is substantially greater. For example, OU Health Sciences Center invests only $3.5 million, yielding a return of $60.4 million, a 17.3 to one return and the University of Oklahoma invests $16.9 million, yielding a return of $90.8 million, a five to one return. Southeastern Oklahoma State University also yields approximately 7.5 times the return on their investment. NOTE: Totals may not add due to rounding. Externally Funded Research State-Funded Research Return on Investment University of Oklahoma $90.7 $16.9 5.4:1 OU Health Sciences Center $60.4 $3.5 17.3:1 OU - Tulsa - $.104 - Oklahoma State University $27.4 $34.3 .8:1 OSU - College of Veterinary Medicine $9.8 $5.5 1.8:1 OSU - Agriculture Experimental Station $37.4 $33.1 .9:1 OSU - Center for Health Sciences $.555 $2.8 .2:1 OSU - Tulsa $.120 $.437 .3:1 University of Central Oklahoma $.681 $.638 1.1:1 East Central University $.100 $.297 .3:1 Northeastern State University $1.2 $.904 1.3:1 Northwestern Oklahoma State University - $.103 - Southeastern Oklahoma State University $.580 $.077 7.5:1 Southwestern Oklahoma State University $.553 $.203 2.7:1 Cameron University $.147 $.132 1.1:1 Langston University $6.3 $1.5 4.2:1 University of Science & Arts $.007 $.188 .04:1 Northern Oklahoma College - $.073 - Total $236.0 $100.8 2.3:1 50FY12 Summary and Analysis [This page intentionally left blank.] 51Tota TABLE 1 The Oklahoma State System of Higher Education EDUCATIONAL AND GENERAL PRIMARY BUDGET - PART I FY2012 Institution FT2012 State Appropriated Funds Operations FT2012 State Appropriated Funds Contracts, Grants & Reimbursements FT2012 Total State Appropriations FT2012 Revolving Funds FT2012 Federal Stimulus ARRA Funds FT2012 Total Primary Budgets Colleges & Universities: University of Oklahoma 133,775,555 324,527 134,100,082 292,298,406 - 426,398,488 Oklahoma State University 120,000,386 962,648 120,963,034 231,279,008 - 352,242,042 University of Central Oklahoma 52,120,399 502,537 52,622,936 91,195,070 - 143,818,006 East Central University 17,262,598 88,607 17,351,205 23,799,020 - 41,150,225 Northeastern State University 36,329,841 343,956 36,673,797 46,407,130 - 83,080,927 Northwestern Oklahoma State University 9,991,455 69,903 10,061,358 13,546,934 - 23,608,292 Southeastern Oklahoma State University 18,477,200 112,307 18,589,507 24,707,291 - 43,296,798 Southwestern Oklahoma State University 22,353,592 121,970 22,475,562 28,024,438 - 50,500,000 Cameron University 21,345,581 294,501 21,640,082 25,174,333 - 46,814,415 Langston University 18,362,071 1,369 18,363,440 16,885,413 - 35,248,853 Oklahoma Panhandle State University 7,109,670 107,329 7,216,999 9,947,014 - 17,164,013 Rogers State University 13,689,140 246,449 13,935,589 20,001,109 - 33,936,698 University of Science & Arts of Okla 7,295,609 132,001 7,427,610 4,907,458 - 12,335,068 Carl Albert State College 6,199,594 190,992 6,390,586 6,009,846 - 12,400,432 Connors State College 6,680,531 336,405 7,016,936 5,609,717 - 12,626,653 Eastern Oklahoma State College 6,457,267 67,623 6,524,890 4,559,712 - 11,084,602 Murray State College 5,642,667 160,865 5,803,532 7,495,516 - 13,299,048 Northeastern Oklahoma A&M College 8,772,815 61,638 8,834,453 7,413,554 - 16,248,007 Northern Oklahoma College 10,476,041 132,883 10,608,924 13,838,744 - 24,447,668 Oklahoma City Community College 24,399,274 254,975 24,654,249 39,614,614 - 64,268,863 Redlands Community College 5,875,459 372,598 6,248,057 5,368,183 - 11,616,240 Rose State College 20,460,760 138,852 20,599,612 15,225,203 - 35,824,815 Seminole State College 5,870,410 422,835 6,293,245 4,953,888 - 11,247,133 Tulsa Community College 35,569,791 484,165 36,053,956 76,023,943 - 112,077,899 Western Oklahoma State College 5,626,900 126,000 5,752,900 8,621,696 - 14,374,596 Total, Colleges and Universities: 620,144,606 6,057,935 626,202,541 1,022,907,241 - 1,649,109,782 Constituent Agencies: OU Health Sciences Center 91,137,796 - 91,137,796 95,273,807 - 186,411,603 OU Law Center 5,855,113 - 5,855,113 10,795,000 - 16,650,113 OU Tulsa 8,090,784 121,982 8,212,766 5,149,022 - 13,361,788 OSU Agriculture Experiment Station 26,137,061 - 26,137,061 7,000,000 - 33,137,061 OSU Cooperative Extension Service 28,567,750 - 28,567,750 9,802,221 - 38,369,971 OSU Center for Veterinary Medicine 10,673,695 - 10,673,695 17,446,225 - 28,119,920 OSU Center for Health Sciences 13,857,912 6,200,000 20,057,912 39,741,784 - 59,799,696 OSU Technical Branch, Oklahoma City 10,920,700 232,802 11,153,502 16,055,500 - 27,209,002 OSU Technical Branch, Okmulgee 14,182,402 213,702 14,396,104 15,985,062 - 30,381,166 OSU Tulsa 11,148,707 - 11,148,707 13,378,007 - 24,526,714 Total, Constituent Agencies: 220,571,920 6,768,486 227,340,406 230,626,628 - 457,967,034 l Colleges, Universities, and Constituent Agencies: 840,716,526 12,826,421 853,542,947 1,253,533,869 - 2,107,076,816 FY12 Summary and Analysis 52TABLE 2 The Oklahoma State System of Higher Education INSTITUTIONS' EDUCATIONAL AND GENERAL PRIMARY BUDGETS, BY SOURCE FY2012 State Appropriated Organized State Appropriated Income Income - Grants, Contracts & Local Appropriated Nonresident Total Tuition & Gifts, Endowments Grants and Sales & Services of Educational Activities Related to Educational Technical Federal Stimulus Budgeted Total Allocated and Institution Operations Reimbursements Income Resident Tuition Tuition Student Fees Student Fees and Bequests Contracts Departments Departments Education Funds Other Income ARRA Funds Carryover Funds Budgeted OU 133,775,555 324,527 0 71,565,838 66,501,795 76,372,830 214,440,463 14,097,327 12,156,192 14,631,049 0 0 36,973,375 0 0 426,398,488 OUHSC 91,137,796 0 0 31,761,796 9,125,319 12,157,066 53,044,181 12,745,882 10,350,888 0 0 0 19,132,856 0 0 186,411,603 OULAW 5,855,113 0 0 7,520,000 1,824,000 694,000 10,038,000 642,000 0 0 115,000 0 0 0 0 16,650,113 OU Tulsa 8,090,784 121,982 0 3,255,429 610,469 1,283,124 5,149,022 0 0 0 0 0 0 0 0 13,361,788 OSU 120,000,386 962,648 0 53,130,417 70,983,578 51,919,213 176,033,208 9,516,362 16,903,679 121,076 4,584,360 0 22,850,827 0 1,269,496 352,242,042 AG EXP 26,137,061 0 0 0 0 0 0 0 0 0 0 0 0 0 7,000,000 33,137,061 COOP EXT 28,567,750 0 0 0 0 0 0 0 0 0 0 0 4,000,000 0 5,802,221 38,369,971 OSU-CHVS 10,673,695 0 0 4,754,076 2,351,947 334,610 7,440,633 2,132,674 1,235,000 1,410,000 0 0 4,265,000 0 962,918 28,119,920 OSU-CHS 13,857,912 6,200,000 0 7,874,255 1,045,110 181,533 9,100,898 0 100,000 21,034,336 0 0 7,083,041 0 2,423,509 59,799,696 TB OKC 10,920,700 232,802 0 12,089,765 841,539 1,879,933 14,811,237 0 125 0 0 0 628,607 0 615,531 27,209,002 TB OKM 14,182,402 213,702 0 9,194,126 1,487,714 2,130,331 12,812,171 1,054,754 0 14,000 0 0 117,000 0 1,987,137 30,381,166 OSU TULSA 11,148,707 0 0 6,154,817 1,274,093 3,527,272 10,956,182 415,000 0 0 0 0 1,068,520 0 938,305 24,526,714 UCO 52,120,399 502,537 0 55,420,658 9,096,388 12,124,018 76,641,064 0 265,239 69,000 25,000 0 2,278,611 0 11,916,156 143,818,006 ECU 17,262,598 88,607 0 14,210,593 1,010,100 2,844,605 18,065,298 225,000 500,000 0 0 0 0 0 5,008,722 41,150,225 NSU 36,329,841 343,956 0 25,792,302 7,159,368 4,879,760 37,831,430 204,000 400,000 21,300 87,500 0 213,750 0 7,649,150 83,080,927 NWOSU 9,991,455 69,903 0 6,198,128 4,474,458 1,466,000 12,138,586 482,000 0 0 31,000 0 309,700 0 585,648 23,608,292 SEOSU 18,477,200 112,307 0 13,489,924 6,451,472 3,295,981 23,237,377 227,349 769,539 0 510,681 0 80,180 0 (117,835) 43,296,798 SWOSU 22,353,592 121,970 0 19,227,950 2,800,000 2,794,085 24,822,035 135,000 672,766 69,000 2,567 0 618,613 0 1,704,457 50,500,000 CU 21,345,581 294,501 0 15,091,985 2,825,000 4,728,215 22,645,200 579,902 277,269 2,000 0 0 247,665 0 1,422,297 46,814,415 LU 18,362,071 1,369 0 7,199,887 4,725,973 1,547,318 13,473,178 2,285,256 0 0 0 0 704,932 0 422,047 35,248,853 OPSU 7,109,670 107,329 0 3,581,326 3,650,410 2,159,460 9,391,196 0 0 10,000 0 0 9,240 0 536,578 17,164,013 RSU 13,689,140 246,449 0 9,700,871 996,037 4,655,642 15,352,550 0 983,012 0 0 0 0 0 3,665,547 33,936,698 USAO 7,295,609 132,001 0 3,443,448 415,844 717,000 4,576,292 100,000 0 2,000 15,000 0 11,000 0 203,166 12,335,068 CASC 6,199,594 190,992 0 3,147,547 1,209,273 940,995 5,297,815 0 437,845 0 0 217,404 56,782 0 0 12,400,432 CSC 6,680,531 336,405 0 4,164,570 379,090 535,365 5,079,025 0 100,377 25,000 0 0 123,361 0 281,954 12,626,653 EOSC 6,457,267 67,623 0 2,702,378 59,286 733,576 3,495,241 0 273,600 70,361 75,162 0 345,348 0 300,000 11,084,602 MSC 5,642,667 160,865 0 5,682,745 125,000 320,000 6,127,745 0 857,660 0 50,000 111,000 100,000 0 249,111 13,299,048 NEOAMC 8,772,815 61,638 0 4,138,850 1,685,068 1,060,600 6,884,518 0 50,914 0 29,400 0 62,000 0 386,722 16,248,007 NOC 10,476,041 132,883 0 6,976,446 578,020 5,525,729 13,080,195 0 545,480 0 0 0 0 0 213,069 24,447,668 OCCC 24,399,274 254,975 5,200,000 13,779,248 7,835,673 4,145,371 25,760,292 0 0 500,000 0 0 2,904,322 0 5,250,000 64,268,863 RCC 5,875,459 372,598 0 2,901,179 1,243,363 1,161,641 5,306,183 0 0 62,000 0 0 0 0 (0) 11,616,240 ROSE 20,460,760 138,852 275,000 12,236,803 342,800 1,956,600 14,536,203 0 26,000 0 0 0 270,000 0 118,000 35,824,815 SSC 5,870,410 422,835 0 2,965,189 390,000 1,461,000 4,816,189 0 200,000 0 0 0 100,000 0 (162,301) 11,247,133 TCC 35,569,791 484,165 35,149,780 28,852,850 2,593,215 6,846,519 38,292,584 135,544 491,491 0 0 0 1,954,544 0 0 112,077,899 WOSC 5,626,900 126,000 0 3,112,500 2,750,000 2,037,000 7,899,500 0 550,000 0 0 0 176,000 0 (3,804) 14,374,596 TOTAL 840,716,526 12,826,421 40,624,780 471,317,896 218,841,402 218,416,393 908,575,691 44,978,050 48,147,076 38,041,122 5,525,670 328,404 106,685,274 0 60,627,802 2,107,076,815 FY12 Summary and Analysis 53TABLE 3 The Oklahoma State System of Higher Education INSTITUTIONS' EDUCATIONAL AND GENERAL PRIMARY BUDGETS, PERCENTAGE DISTRIBUTION BY INCOME SOURCE FY2012 State Appropriated State Appropriated Income - Grants, Local Total Tuition & Gifts, Sales & Services of Organized Activities Related Technical Federal Stimulus Budgeted Total Institution Income - Operations Contracts & Reimbursements Appropriated Income Resident Tuition Nonresident Tuition Student Fees Student Fees Endowments and Bequests Grants and Contracts Educational Departments to Educational Departments Education Funds Other Income ARRA Funding Carryover Funds Allocated and Budgeted OU 31.4% 0.1% 0.0% 16.8% 15.6% 17.9% 50.3% 3.3% 2.9% 3.4% 0.0% 0.0% 8.7% 0.0% 0.0% 100.0% OUHSC 48.9% 0.0% 0.0% 17.0% 4.9% 6.5% 28.5% 6.8% 5.6% 0.0% 0.0% 0.0% 10.3% 0.0% 0.0% 100.0% OULAW 35.2% 0.0% 0.0% 45.2% 11.0% 4.2% 60.3% 3.9% 0.0% 0.0% 0.7% 0.0% 0.0% 0.0% 0.0% 100.0% OU Tulsa 60.6% 0.9% 0.0% 24.4% 4.6% 9.6% 38.5% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 100.0% OSU 34.1% 0.3% 0.0% 15.1% 20.2% 14.7% 50.0% 2.7% 4.8% 0.0% 1.3% 0.0% 6.5% 0.0% 0.4% 100.0% AG EXP 78.9% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 21.1% 100.0% COOP EXT 74.5% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 10.4% 0.0% 15.1% 100.0% OSU-CVHS 38.0% 0.0% 0.0% 16.9% 8.4% 1.2% 26.5% 7.6% 4.4% 5.0% 0.0% 0.0% 15.2% 0.0% 3.4% 100.0% OSU-CHS 23.2% 10.4% 0.0% 13.2% 1.7% 0.3% 15.2% 0.0% 0.2% 35.2% 0.0% 0.0% 11.8% 0.0% 4.1% 100.0% TB OKC 40.1% 0.9% 0.0% 44.4% 3.1% 6.9% 54.4% 0.0% 0.0% 0.0% 0.0% 0.0% 2.3% 0.0% 2.3% 100.0% TB OKM 46.7% 0.7% 0.0% 30.3% 4.9% 7.0% 42.2% 3.5% 0.0% 0.0% 0.0% 0.0% 0.4% 0.0% 6.5% 100.0% OSU TULSA 45.5% 0.0% 0.0% 25.1% 5.2% 14.4% 44.7% 1.7% 0.0% 0.0% 0.0% 0.0% 4.4% 0.0% 3.8% 100.0% UCO 36.2% 0.3% 0.0% 38.5% 6.3% 8.4% 53.3% 0.0% 0.2% 0.0% 0.0% 0.0% 1.6% 0.0% 8.3% 100.0% ECU 42.0% 0.2% 0.0% 34.5% 2.5% 6.9% 43.9% 0.5% 1.2% 0.0% 0.0% 0.0% 0.0% 0.0% 12.2% 100.0% NSU 43.7% 0.4% 0.0% 31.0% 8.6% 5.9% 45.5% 0.2% 0.5% 0.0% 0.1% 0.0% 0.3% 0.0% 9.2% 100.0% NWOSU 42.3% 0.3% 0.0% 26.3% 19.0% 6.2% 51.4% 2.0% 0.0% 0.0% 0.1% 0.0% 1.3% 0.0% 2.5% 100.0% SEOSU 42.7% 0.3% 0.0% 31.2% 14.9% 7.6% 53.7% 0.5% 1.8% 0.0% 1.2% 0.0% 0.2% 0.0% -0.3% 100.0% SWOSU 44.3% 0.2% 0.0% 38.1% 5.5% 5.5% 49.2% 0.3% 1.3% 0.1% 0.0% 0.0% 1.2% 0.0% 3.4% 100.0% CU 45.6% 0.6% 0.0% 32.2% 6.0% 10.1% 48.4% 1.2% 0.6% 0.0% 0.0% 0.0% 0.5% 0.0% 3.0% 100.0% LU 52.1% 0.0% 0.0% 20.4% 13.4% 4.4% 38.2% 6.5% 0.0% 0.0% 0.0% 0.0% 2.0% 0.0% 1.2% 100.0% OPSU 41.4% 0.6% 0.0% 20.9% 21.3% 12.6% 54.7% 0.0% 0.0% 0.1% 0.0% 0.0% 0.1% 0.0% 3.1% 100.0% RSU 40.3% 0.7% 0.0% 28.6% 2.9% 13.7% 45.2% 0.0% 2.9% 0.0% 0.0% 0.0% 0.0% 0.0% 10.8% 100.0% USAO 59.1% 1.1% 0.0% 27.9% 3.4% 5.8% 37.1% 0.8% 0.0% 0.0% 0.1% 0.0% 0.1% 0.0% 1.6% 100.0% CASC 50.0% 1.5% 0.0% 25.4% 9.8% 7.6% 42.7% 0.0% 3.5% 0.0% 0.0% 1.8% 0.5% 0.0% 0.0% 100.0% CSC 52.9% 2.7% 0.0% 33.0% 3.0% 4.2% 40.2% 0.0% 0.8% 0.2% 0.0% 0.0% 1.0% 0.0% 2.2% 100.0% EOSC 58.3% 0.6% 0.0% 24.4% 0.5% 6.6% 31.5% 0.0% 2.5% 0.6% 0.7% 0.0% 3.1% 0.0% 2.7% 100.0% MSC 42.4% 1.2% 0.0% 42.7% 0.9% 2.4% 46.1% 0.0% 6.4% 0.0% 0.4% 0.8% 0.8% 0.0% 1.9% 100.0% NEOAMC 54.0% 0.4% 0.0% 25.5% 10.4% 6.5% 42.4% 0.0% 0.3% 0.0% 0.2% 0.0% 0.4% 0.0% 2.4% 100.0% NOC 42.9% 0.5% 0.0% 28.5% 2.4% 22.6% 53.5% 0.0% 2.2% 0.0% 0.0% 0.0% 0.0% 0.0% 0.9% 100.0% OCCC 38.0% 0.4% 8.1% 21.4% 12.2% 6.5% 40.1% 0.0% 0.0% 0.8% 0.0% 0.0% 4.5% 0.0% 8.2% 100.0% RCC 50.6% 3.2% 0.0% 25.0% 10.7% 10.0% 45.7% 0.0% 0.0% 0.5% 0.0% 0.0% 0.0% 0.0% 0.0% 100.0% ROSE 57.1% 0.4% 0.8% 34.2% 1.0% 5.5% 40.6% 0.0% 0.1% 0.0% 0.0% 0.0% 0.8% 0.0% 0.3% 100.0% SSC 52.2% 3.8% 0.0% 26.4% 3.5% 13.0% 42.8% 0.0% 1.8% 0.0% 0.0% 0.0% 0.9% 0.0% -1.4% 100.0% TCC 31.7% 0.4% 31.4% 25.7% 2.3% 6.1% 34.2% 0.1% 0.4% 0.0% 0.0% 0.0% 1.7% 0.0% 0.0% 100.0% WOSC 39.1% 0.9% 0.0% 21.7% 19.1% 14.2% 55.0% 0.0% 3.8% 0.0% 0.0% 0.0% 1.2% 0.0% 0.0% 100.0% TOTAL 39.9% 0.6% 1.9% 22.4% 10.4% 10.4% 43.1% 2.1% 2.3% 1.8% 0.3% 0.0% 5.1% 0.0% 2.9% 100.0% FY12 Summary and Analysis 54TABLE 4 The Oklahoma State System of Higher Education INSTITUTIONS' EDUCATIONAL AND GENERAL PRIMARY BUDGETS, BY FUNCTION FY2012 Operation & Academic Student Institutional Maintenance of Scholarships & Total Primary Institution Instruction Research Public Service Support Services Support Plant Fellowships Budget OU 201,038,821 16,959,528 20,507,004 67,255,974 11,621,536 19,686,246 50,911,641 38,417,738 426,398,488 OUHSC 84,350,208 3,544,657 493,956 32,572,018 3,011,400 24,047,097 34,391,489 4,000,778 186,411,603 OULAW 8,507,659 0 0 3,915,286 1,271,308 382,020 1,023,840 1,550,000 16,650,113 OU Tulsa 6,007,173 104,426 0 2,157,463 320,741 1,711,695 2,712,540 347,750 13,361,788 OSU 138,020,824 34,281,335 5,427,584 57,751,511 18,586,045 15,913,989 35,154,809 47,105,945 352,242,042 AG EXP 0 33,137,061 0 0 0 0 0 0 33,137,061 COOP EXT 0 0 38,369,971 0 0 0 0 0 38,369,971 OSU-CVHS 8,445,084 5,481,659 8,792,570 1,542,039 122,042 629,799 3,076,727 30,000 28,119,92
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Full text | The Oklahoma State System of Higher Education Educational and General Budgets Summary and Analysis Fiscal Year 2012 Oklahoma State Regents for Higher Education 655 Research Parkway, Oklahoma City June 2011 OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION Joseph L. Parker, Chairman Tulsa Julie Carson Marlin “Ike” Glass, Jr. Vice Chairman Newkirk Claremore James D. “Jimmy” Harrel Ronald H. White Leedey Tulsa William Stuart Price Michael C. Turpen Tulsa Oklahoma City Toney Stricklin John Massey Lawton Durant Glen D. Johnson Chancellor The Oklahoma State Regents for Higher Education, in compliance with Titles VI and VII of the Civil Rights Act of 1964, Executive Order 11246 as amended, Title IX of the Education Amendments of 1972, Americans with Disabilities Act of 1990 and other federal laws, do not discriminate on the basis of race, color, national origin, sex, age, religion, handicap or status as a veteran in any of its policies, practices, or procedures. This includes, but is not limited to, admissions, employment, financial aid and educational services. This publication, duplicated by the State Regents’ central services, is issued by the Oklahoma State Regents for Higher Education as authorized by 70 O.S. 2001, Section 3206. Copies have been prepared and distributed internally. Copies have been deposited with the Publications Clearinghouse of the Oklahoma Department of Libraries. Disclaimer: The information provided in this document is intended to be current at the time of its publication. However, program policies and related state laws are subject to change. Contact the program for the most current information. FY12 Summary and Analysis i BUDGET HIGHLIGHTS System-wide Highlights The total FY 12 E&G Parts I and II system-wide budgets increased by $87.6 million (3.4 percent), from $2,535.5 billion for FY11 to $2,623.1 billion for FY12. 1. Institutional Part I budgets show an increase of $78.3 million (3.9 percent). 2. Student assistance increased $5.4 million (5.8 percent) with the largest increase for the Oklahoma’s Promise Program of $6.2 million incorporated. 3. OCIA debt service decreased $1.2 million (5.8 percent). 4. State appropriations decreased $58.2 million to $1,008.5 million (-5.8 percent). 5. Tuition and fee gross revenue increased approximately $64.1 million (7.6 percent). The result of the FY12 funding situation: 1. Institutions budgeted an increase of $19 million (5.5 percent) for benefit costs; 2. Spending for scholarships is budgeted to increased $11.3 million (7.2 percent); 3. There is sufficient funding to meet current Oklahoma’s Promise scholarship commitments and includes an increase in funding of $6.2 million. Higher Education’s appropriation as a percentage of the state budget has decreased from 15.72 percent in FY11 with the supplemental appropriation included, to 15.49 percent in FY12. When compared to the percentage of the total state budget in 1980, higher education’s portion has declined by just over 3 percent, from 18.55 in FY80 to 15.49 in FY12. Budget Impact The total reduction for FY12 was a 5.8 percent reduction in state appropriations for operations. The State System began the year with a supplemental appropriation for FY11 of $10 million. The FY11 supplement will be used to offset the FY12 appropriation reduction. The FY12 reduction equates to $58.2 million less for state-system operations from state appropriations. The impact of the budget reductions is manifested in some of the following ways for FY12 at the institutional level. Some institutions have budgeted carryover reserves and implemented tuition rate increases to cover mandatory cost increases expected for FY12. Institutions have already implemented restrictions on travel and purchasing and will continue to look for cost saving measures. Institutional Highlights All institutions are in compliance with State Regents’ caps on administrative costs. Budgeted scholarships increased by $11.3 million (7.2 percent) to $168.7 million. Colleges and universities had increased in enrollment in FY11 and are estimating a 1.8 percent increase in annualized FTE enrollment for FY12. FY12 Summary and Analysis ii Use of carryover funds from the previous year for the FY11 E&G Part I budgets increased by $17.4 million (40 percent) to $60 million to help offset the appropriations reductions and to minimize tuition increases. FY12 E&G Part I & Part II budgets total $2,623.1 billion, up $87.8 million (3.5 percent) from $2,535.5 billion in FY11. This increase is attributable to an increase of $78.3 million (3.9 percent) in the primary (Part I) budget and an increase of $9.3 million (1.8 percent) in the sponsored (Part II) budget. FY12 Summary and Analysis iii SOURCE AND USE OF NEW FUNDS Universities, Colleges, and Constituent Agencies (in millions) INCREASED BUDGETED REVENUE: $ Change % of Total State Appropriations $ 6.7 8.6% Tuition and Fees $ 64.1 81.9% Other $ 49.9 63.7% Federal ARRA $ (59.8) -76.4% Reserves $ 17.4 22.2% TOTAL Increase $ 78.3 100.0% INCREASED BUDGETED EXPENDITURES: Mandatory Costs $ 32.0 40.8% (Utilities, Health Insurance, Risk Management, Retirement) Salary Changes $ 21.8 27.8% Changes in Fringe Benefits $ 2.3 2.9% Professional Services $ (0.1) -0.1% Scholarships/Waivers $ 10.0 12.8% Travel $ 0.7 0.9% Utilities $ (2.5) -3.2% Supplies/Other Operations $ 9.9 12.6% Library Books and Periodicals $ 0.7 0.9% Equipment $ 4.2 5.4% Transfers and Other Disbursements $ (0.7) -0.9% TOTAL Increase $ 78.3 100.0% FY12 Summary and Analysis Table of Contents Page No. Institutional Budgets Introduction ............................................................................................................................... 1 What is the Educational and General Budget? .......................................................................... 2 Reporting Consistency .............................................................................................................. 2 State Regents’ Budget Principles .............................................................................................. 2 Summary................................................................................................................................... 4 Institutional Funding Benchmarks ............................................................................................ 5 Funding History 1980-2012 Higher Education as a Percentage of Total State Appropriations ............................................. 6 System-wide Budget Overview Comparative Summary of Budget Allocation FY11 to FY12 ................................................... 8 Overview .................................................................................................................................. 9 State Appropriations and Revolving Fund Comparison FY96 to FY12 ................................. 11 Budgeted Revenue Sources of Revenue ................................................................................................................. 13 FY12 Total Budgeted Income ................................................................................................. 14 FY12 Change in Amount of Income by Source ...................................................................... 15 Comparison of Budgeted Expenditures FY11 and FY12 ........................................................ 16 Tuition and Mandatory Fees FY12 Tuition and Mandatory Fee Requests ........................................................................... 17 FY12 Full-Time Cost and Percentage Change ........................................................................ 19 Guaranteed Tuition .................................................................................................................. 23 FY12 Guaranteed Tuition Rates .............................................................................................. 24 Change in Guaranteed Tuition and Mandatory Fees FY12 Compared to FY11 ..................... 26 Budgeted Expenditures Expenditures by Function........................................................................................................ 27 FY12 Total Budgeted Expenditures by Function .................................................................... 29 FY12 Change in Amount of Expenditure by Function ........................................................... 30 Expenditures by Object ........................................................................................................... 31 FY12 Total Budgeted Expenditures by Object ....................................................................... 32 FY12 Change in Budgeted Expenditures by Object ............................................................... 33 Enrollment Enrollment Projections ............................................................................................................ 34 FY12 Summary and Analysis Table of Contents (continued) Page No. Mandatory Costs Mandatory Costs ...................................................................................................................... 35 Salaries and Benefits Salaries and Benefits ............................................................................................................... 36 Growth in Salaries and Benefits .............................................................................................. 37 Total Compensation as a Percent of E&G Part I Total Budget ............................................... 38 Percent Increase in Salaries, Benefits, and Total Budget FY88 to FY12 ............................... 39 Administrative Costs Administrative Costs ............................................................................................................... 40 FY12 Administrative Costs Budget Caps ............................................................................... 41 Tuition Waivers Tuition Waivers ....................................................................................................................... 42 Tuition Waivers for FY12 ....................................................................................................... 43 Faculty & Staff Faculty .................................................................................................................................... 44 Staff ........................................................................................................................................ 44 New Faculty Positions by Rank and by Institution ................................................................. 45 New Faculty Positions by Field of Study ................................................................................ 46 Motor Pool Survey FY2011 Motor Pool/Fleet Management Report Summary……………………….………….47 External Funds - Sponsored Budgets Sources of Sponsored Budgets ................................................................................................ 49 Uses of Sponsored Budgets ..................................................................................................... 49 Return on Investment of State-Funded Research .................................................................... 50 Detailed Budget Tables Summary of Educational & General Budgets - Part I (For Allocation) Table 1: Educational &General Primary Budget .................................................................. 52 Table 2: Educational & General Primary Budgets, Income by Source ................................. 53 Table 3: Educational & General Primary Budgets, Income by Source (Expressed as Percent of Total Budget) ................................................................. 54 Table 4: Educational & General Primary Budgets, By Function .......................................... 55 Table 5: Educational & General Primary Budgets, By Function (Expressed as Percent of Total Budget) ................................................................. 56 FY12 Summary and Analysis Table of Contents (continued) Page No. Table 6: Educational & General Primary Budgets, By Object ............................................. 57 Table 7: Educational & General Primary Budgets, By Object (Expressed as Percent of Total Budget) ................................................................. 58 Summary of Educational & General Budgets – Part II (Sponsored Research) Table 8: Educational & General Sponsored Budgets, By Source ......................................... 59 Table 9: Educational & General Sponsored Budgets, By Source (Expressed as Percent of Total Budget) ................................................................. 60 Table 10: Educational & General Sponsored Budgets, By Function ..................................... 61 Table 11: Educational & General Sponsored Budgets, By Function (Expressed as Percent of Total Budget) ................................................................ 62 Table 12: Educational & General Sponsored Budgets, By Object ........................................ 63 Table 13: Educational & General Sponsored Budgets, By Object (Expressed as Percent of Total Budget) ................................................................ 64 Table 14: E&G Budgets, Part I & II, Summary Total ........................................................... 65 Table 15: Federal Stimulus (ARRA) Expenditures by Institution ......................................... 66 Total E&G Part I Budget Comparison of FY11 to FY12 ........................................................ 67 FY12 Summary and Analysis [This page intentionally left blank.]FY12 Summary and Analysis Institutional Budgets Fiscal Year 2012 INTRODUCTION Oklahoma institutions saw an overall reduction of 5.8 percent in state appropriations support operations for FY12 due to state revenue shortfalls. Institutions tapped reserves and reduced expenditures to the extent possible throughout the fiscal year. At the same time, many of the state’s public colleges and universities are experiencing record growth, accommodating an estimated increase of 2,746 or 1.8 percent additional annualized FTE students. The FY12 E&G Part I budget shows an increase of $78.3 million (3.9 percent) and is comprised of 40.5 percent in state support and 59.5 percent in self-generated revolving funds, primarily from tuition and fee revenue. The change in state appropriations support, including Oklahoma’s Promise funding, for the previous six years was: an increase of 7.5 percent for FY06; an increase of 13.5 percent for FY07; an increase of 4.5 percent for FY08; an increase of 2.3 percent for FY09, a decrease of 3.65 percent for FY10, and; a decrease of 1.77 percent for FY11. The total FY12 state appropriation, including the Oklahoma’s Promise funding of $1.008 billion represents a decrease of $42 million, or 3.9 percent cut, after the FY11 mid-year supplemental revision to state appropriations. The FY12 state appropriation for operations only represents a $58.2 million decrease, or 5.8 percent cut from the original FY11 appropriation. It is important to recognize that the FY11 budgets included funding made available by the State Legislature from the American Recovery and Reinvestment Act (ARRA), approved by U.S. Congress and signed by the President in February 2009. In FY12, that funding in the amount of $59.8 million remained in the base budget prior to the state-revenue reduction of 5.8 percent, thus the comparison of the FY11 to FY12 budgeted revenue figures show a slight increase in state appropriations, yet the true impact was a reduction of $58.2 million reduction, or 5.8 percent as indicated above when the elimination of the ARRA funding is incorporated. Institutions will once again face increases in mandatory costs, primarily in the area of insurance and retirement costs. Mandatory costs for FY12 are approximately $32 million. Costs savings initiatives will remain a focus throughout FY12. This report will focus on the Educational and General primary budget, both revenue and expenditures, as well as highlight several key components of institutional budget decisions. A section is also included on the sponsored budgets, particularly sponsored research, as it becomes ever more important to the economic development of the state. WHAT IS THE EDUCATIONAL AND GENERAL BUDGET? The Educational and General (E&G) Budget is the principal operating budget of the institution. It includes the primary functions of Instruction, Research, and Public Service, as well as the activities that 1FY12 Summary and Analysis support these three main functions. It is distinct from the capital budget, which includes expenditures for new construction, major repairs or renovations, and major items of equipment. It also excludes auxiliary enterprises, which provide services tangential to the education process, such as housing, food services, and the college store. Just as the activities funded in these three budgets (Educational & General, capital, and auxiliary enterprises) differ, so do the sources of revenue. Most of the activities in the E&G Budget are funded from state appropriations, student fees, grants and contracts. The capital budget is funded from revenue bond proceeds, special appropriations, dedicated monies (Section 13 and New College Funds), and major private gifts. Auxiliary enterprises are self-supporting operations funded through fees charged to the recipients of the service. The Educational and General Budget has two parts. Part I - the primary budget, is funded mainly from public sources -- appropriations and student fees. Part II - the sponsored budget, is funded from external sources -- federal awards, grants, and training contracts; private contracts; and contracts from other state agencies. At $516 million in FY12, the sponsored budget is approximately one-fourth the size of the primary budget. Of the $516 million, approximately $407 million (78.8 percent) is related to OU, OSU and their constituent agencies, as shown in Tables 8 through 14. REPORTING CONSISTENCY A high priority of the State Regents’ office is ensuring consistency in institutional financial reports. Periodic review of the mandated guidelines of the National Association of College and University Business Officers (NACUBO) is a joint project of institutional personnel and State Regents’ staff. A principal focus of these workshops is administrative costs, as reported in the Institutional Support function, because of both general public interest and the State Regents’ budget caps on administrative costs. STATE REGENTS’ BUDGET PRINCIPLES For FY12, the State Regents adopted budget principles based on four objectives: Achieving fairness and equity among institutional allocations; Emphasis on efficiency and cost-savings while maintaining quality; Increasing retention and graduation rates; and Increasing academic and research quality. Institutions will see a decrease in funding to higher education for the FY12 academic year. The reduction of funds was due to a decrease in available state revenue for FY12 as certified by the State Board of Equalization. The FY12 Budget Principles and Guidelines were developed for institutions to use in preparing their annual budgets and were adopted by the State Regents on May 27, 2011. They have acknowledged the mandatory cost increases, maintained the limits on the share of the budget to be spent on administration, and restated the financial accounting and reporting requirements. These guidelines are grounded in the principles of quality as the primary consideration, differentiation among institutions, efficiency, and seamless delivery of programs for optimal use of state funding. I. STATE REGENTS’ FY12 BUDGET ALLOCATION PRINCIPLES 2FY12 Summary and Analysis Constitutional Authority. Oklahoma Constitution, Article XIII-A, Section 3 – The appropriations made by the Legislature for all such institutions shall be made in consolidated form without reference to any particular institution and the Board of Regents herein created shall allocate to each institution according to its needs and functions. State Support. The State System of Higher Education saw a decrease in state appropriations. Despite the decrease in state support, institutions are facing dramatic increases in costs for healthcare, retirement contributions, fuel, utilities, and other general operating expenses. The Regents will encourage institutions to operate as cost effectively as possible and to invest in processes to enhance revenue from grants, contracts, gifts, donations, auxiliaries, and other earned income. Focus of Resources. Emphasis on new approaches, efficiency, and cost saving measures will continue to be the system focus for the next fiscal year. Because of the conditions described above, institutions should investigate new approaches to offering learning experiences, designing courses, organizing academic programs, and providing administrative services on their campuses. Different approaches and processes may provide both fewer expenses and more responsive programs for constituents. State Regents urge institutions to collaborate and to share resources where it is economical to do so, and pledge to continue initiatives to ensure efficient operation of the system as a whole. E&G Budgets. Educational and general budgets support institutions' missions of teaching, research and public service. To accomplish the goals of the Academic Planning and Resource Allocation (APRA) system, it is the State Regents’ intent to protect the operating budgets of the colleges and universities, particularly in recognition of increase mandatory costs and the need for competitive faculty salaries. Hence, Regents will allocate the majority of the FY11 appropriations to basic operating budgets. Scholarships. Funding needs for Oklahoma’s Promise, or Oklahoma Higher Learning Access Program, and the Academic Scholars Program continue to increase, as more students qualify for these awards. Addressing the continuing popularity of these programs will be a priority. II. INSTITUTIONS’ BUDGET ALLOCATION PRINCIPLES AND GUIDELINES Principles. Establishment of priorities in programs and services, and allocation of resources to these priorities, is necessary for the higher education system to serve Oklahoma effectively. As State Regents, governing boards, and presidents undertake to focus resources for optimal use of state funding, the FY12 budgets should reflect the following principles: Quality - Resources should be focused on 1) increasing retention and graduation rates, and (2) enhancing the quality of priority programs and courses in the institution's academic plan, including libraries and other resources for obtaining and using information. Differentiation - Resources should be focused on enhancing the institution’s clearly differentiated central academic mission and eliminating unnecessary programmatic duplication, rather than spreading dollars thinly across all existing programs and services. Efficiency - Resources should be allocated internally within each institution to ensure operations that are as efficient as possible. Collaboration and sharing of resources within and among institutions should be encouraged. Seamless Delivery – Resources should be allocated to ensure that students and programs are able to move among institutions easily and smoothly. Bureaucratic and unnecessary academic hurdles should be minimized for students who wish to participate in more than one institution. Programs, too, should be shared among institutions with a minimum of administrative and academic overhead. Guidelines. Within the context of the above principles, FY12 institutional budgets should evidence these specific guidelines: 3FY12 Summary and Analysis Mandatory Cost Increases - The first priority on the campuses will be funding mandatory cost increases. Estimates for mandatory costs are approximately $32 million. These costs include health and dental insurance, retirement contributions, fuel, utilities, and other operating expenses. Administrative Cost Budget Caps - For FY12, the following caps are approved for expenditures budgeted under the functional category of Institutional Support: OU, OSU 10% Health Sciences Center, Law, Vet Medicine, OSU-COM 13% Institutions with enrollments of 3,500 FTE 13% Institutions with enrollments below 3,500 FTE 16% Although the caps are unchanged from the previous year, institutions are strongly encouraged to contain administrative costs at their current percentage of E&G budget. Tuition Revenue - Institutions should demonstrate to students that revenue from any increases in tuition will be used for programs that directly benefit students, such as faculty compensation, technology, library acquisitions, and counseling services. Use of Revenue from Dedicated Fees - Institutions that charge students special fees for library materials and services, classroom and laboratory materials, technology, etc. must ensure that the revenues are spent for the approved purpose of the fee. Likewise, traditional E&G support for the above and similar purposes should not be diminished as a result of fee revenue. Consistency - By law, institutional budgets must be prepared in accordance with financial accounting and reporting standards of the National Association of College and University Business Officers. Institutions will continue to submit budgets for State Regents’ approval by function and object. Institutions will transmit summary budgets to the Office of State Finance by object under three activities: Educational and General, Part I (Fund 290), Educational and General, Part II (Fund 430), and Agency Special (700 Fund Series). SUMMARY The institutional budgets, together with supporting information, indicate congruence between the State Regents' FY12 Budget Principles and Guidelines and institutions' budgeting priorities. The increases in revenues, primarily from increase in tuition and fee revenue, reported in the revolving fund category, have been directed toward personnel services for instruction. Funding increases from tuition and fee revenue is expected in FY12 to help offset the reductions in state appropriations. Mindful of their responsibility to the constituents of Oklahoma's public higher education system, the State Regents annually present revenue and expenditure information on institutional budgets. This report is intended to be a comprehensive, detailed account of the budgeted use of resources by institutions in The Oklahoma State System of Higher Education. It presents information on revenue sources, budgeted expenditures by function and by object, compensation, and sponsored programs. Schedules of budgeted income and expenditures for each institution are attached as appendices to this report. 4FY12 Summary and Analysis INSTITUTIONAL FUNDING BENCHMARKS (in millions) FUNDING FY02 FY12 % INCREASE E&G, I $1,242.0 $2,107.1 69.7% State appropriations 764.6 853.5 11.6% Revolving funds 477.6 1,253.6 162.5% E&G, II 328.1 516.0 57.3% Sponsored research 142.3 236.0 65.8% Total $1,570.1 $2,623.1 67.1% Substantial increases above inflation have come from self-generated revolving funds. Revolving fund growth may be attributed in some degree to tuition and fee revenue resulting from both enrollment growth and tuition and fee increases. Although varying somewhat, the non-fee component of revolving funds has seen growth of up to twenty percent, while averaging about ten percent per year, over the past decade. State appropriations as a percent of the budget has consistently declined from 63.5 percent in FY97 and FY98 while the self-generated sources of the budget has correspondingly increased from 36.5 percent, the only exceptions being in FY01 and FY07 (see chart on page 11). For FY12, appropriations as a percent of the budget once again decreased to 40.5 percent while revolving funds increased to 59.5 percent of the budget. Sponsored research, a measure of the competitiveness of our research universities, has increased dramatically (165.5 percent) since FY96 and 65.8% since FY02, as a result of both institutional priorities and incentives provided by the State Regents in the form of EPSCoR and other research match programs. Sponsored research increased from $233.8 million in FY11 to $236 million in FY12, an increase of $2.2 million (0.9 percent). OVERVIEW OF THE INSTITUTIONAL OPERATING BUDGETS The overview of operating budgets of universities, colleges and constituent agencies consists of a summary and analysis of two primary components of the budget: (1) Budgeted Income and (2) Budgeted Expenditures. Topics to be included in the following analysis are: Budgeted Income Compensation Increases Total budgeted income by source Changes in sources of income Administrative Costs Budgeted Expenditures Tuition Waivers Budgeted expenditures by functional classification Budgeted expenditures by object of expenditure Faculty and Staff Enrollment Projections Sponsored Budgets 5Higher Education as a Percentage of Total State Appropriations FY1980 to FY2012 * Higher Education's share of the total state appropriated budget for FY12 decreased to 15.5% from 15.7% in FY11. * Higher Education's FY11 share of total state appropriations is still well below the FY80 level of 18.55%. If Higher Education had maintained its same share as FY80, it would have received an additional $199.2 million dollars. (in millions) FY-80 FY-81 FY-82 FY-83 FY-84 FY-85 FY-86 FY-87 FY-88 FY-89 FY-90 FY-91 FY-92 FY-93 FY-94 FY-95 FY-96 FY-97 FY (1) FY-98 FY-99 (2) FY-00 (3) FY-01 (3) FY-02 (4) FY-03 (5) FY-04 FY-05 (6) FY-06 (7) FY-07 FY-08 FY-09 (8) FY-10 (8) FY-11 (8)(9) FY-12 (8) % Change from FY80 Total State Appropriations $1,431.6 $1,780.8 $2,218.6 $2,491.9 $2,211.1 $2,326.2 $2,657.5 $2,380.2 $2,441.7 $2,751.0 $2,896.9 $3,225.0 $3,457.3 $3,649.6 $3,619.6 $3,731.7 $3,780.5 $4,150.4$4,150.4 $4,519.3 $4,851.6 $4,957.7 $5,349.8 $5,611.5 $5,600.1 $5,113.7 $5,364.0 $6,056.6 $6,555.3 $7,071.7 $7,143.1 $6,644.1 $6,430.9 $6,510.5 355% Total Appropriations for Higher Education $265.5 $295.0 $359.1 $436.5 $361.8 $374.2 $441.3 $387.1 $394.4 $442.2 $458.6 $509.5 $562.2 $575.2 $556.4 $557.7 $564.8 $636.2$636.2 $693.3 $757.8 $772.2 $816.2 $860.5 $851.3 $767.9 $802.1 $889.4 $1,020.0 $1,099.1 $1,093.9 $1,055.9 $1,010.7 $1,008.5 280% Higher Education as % of Total 18.55% 16.57% 16.19% 17.52% 16.36% 16.09% 16.61% 16.26% 16.15% 16.07% 15.83% 15.80% 16.26% 15.76% 15.37% 14.94% 14.94% 15.33% 15.34% 15.62% 15.58% 15.26% 15.33% 15.20% 15.02% 14.95% 14.68% 15.56% 15.54% 15.31% 15.89% 15.72% 15.49% Total Appropriations for Common Education $433.4 $525.9 $635.0 $741.6 $684.1 $711.3 $848.1 $771.3 $778.5 $848.5 $881.9 $1,087.6 $1,190.2 $1,292.5 $1,371.0 $1,420.7 $1,435.3 $1,534.0$1,534.0 $1,626.3 $1,738.3 $1,785.8 $1,971.4 $2,034.6 $2,040.0 $1,950.9 $2,007.7 $2,164.3 $2,348.1 $2,480.2 $2,531.7 $2,404.5 $2,236.0 $2,278.2 426% Common Education as % of Total 30.27% 29.53% 28.62% 29.76% 30.94% 30.58% 31.91% 32.40% 31.88% 30.84% 30.44% 33.72% 34.43% 35.41% 37.88% 38.07% 37.97% 36.96% 35.99% 35.83% 36.02% 36.85% 36.26% 36.43% 38.15% 37.43% 35.73% 35.82% 35.07% 35.44% 36.19% 34.77% 34.99% Total Appropriations for Vo-tech Education $21.9 $30.1 $49.5 $64.4 $47.8 $50.7 $59.6 $54.8 $58.3 $72.3 $68.1 $76.6 $84.0 $89.4 $84.9 $88.0 $87.8 $96.2$96.2 $107.9 $116.9 $116.5 $125.0 $131.8 $131.2 $117.8 $123.9 $130.3 $147.2 $154.9 $158.3 $157.8 $142.0 $133.7 511% Vo-tech Education as % of Total 1.53% 1.69% 2.23% 2.58% 2.16% 2.18% 2.24% 2.30% 2.39% 2.63% 2.35% 2.38% 2.43% 2.45% 2.35% 2.36% 2.32% 2.32% 2.39% 2.41% 2.35% 2.34% 2.35% 2.34% 2.30% 2.31% 2.15% 2.25% 2.19% 2.22% 2.38% 2.21% 2.05% (1) The common ed figure does not include a supplemental appropriation of $26.2 million for FY95 & FY96 mid-term adjustments. The vo-tech appropriation does not include a $3 million FY96 supplemental. (2) Does not include supplemental appropriations. Reflects appropriation reductions to offset oil tax cut in February 1999. (3) Does not include supplemental appropriations. (4) Based on information from Office of State Finance and Senate Fiscal Staff as of 6/20/01. (5) Does not include supplemental appropriations. Based on information from Office of State Finance and Senate Fiscal Staff as of 6/18/02. (6) Based on information from Office of State Finance as of 6/8/04. (7) Based on information from Senate Fiscal Staff as of 6/14/05. (8) Includes the appropriation of dedicated revenue to Oklahoma's Promise (OHLAP) in the amount of $54 million, $57 million in FY11 and $63.2 million in FY12 (9) Revised in FY12 document to include the FY11 Supplmental Appropriation of $10 million. S.B. 972 6FY 80 FY 81 FY 82 FY 83 FY 84 FY 85 FY 86 FY 87 FY 88 FY 89 FY 90 FY 91 FY 92 FY 93 FY 94 FY 95 FY 96 FY 97 FY 98 FY 99 FY 00 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 FY 09 FY 10 FY 11 FY 12 HIGHER EDUCATION PERCENT OF OKLAHOMA TOTAL STATE APPROPRIATIONS Higher Education's share of total state appropriations decreased slightly to 15.5%in FY12 7COMPARATIVE SUMMARY OF BUDGET ALLOCATION FY 2011 TO FY 2012 Total Budget State Appropriated Funds FY 2011 FY 2012 $ Change % Change FY 2011** FY 2012 $ Change % Change Universities, Colleges, Constituent Agencies+Special Programs $2,028,807,312 $2,107,076,816 $78,269,504 3.9% Universities, Colleges, Constituent Agencies+Special Programs $893,167,324 $841,387,886 -$51,779,438 -5.8% Ardmore Higher Education Program 1,469,283 1,531,789 62,506 4.3% Ardmore Higher Education Program 680,063 640,619 -39,444 -5.8% State Regents' Operations Budget 16,081,971 16,154,294 72,323 0.4% State Regents' Operations Budget 11,252,965 10,461,899 -791,066 -7.0% (inc. Scholarship Admin., Safety Center, and Regents' IT) (inc. Scholarship Admin., Acad. Database, Regents' IT, and Legal) OneNet (including Academic Library Databases & Internet 2 ) 24,980,150 21,888,699 -3,091,451 -12.4% OneNet 3,089,398 3,089,398 0 0.0% Unallocated 0 0 0 Capital and One-Time Allocations 1,063,718 1,002,023 -61,695 -5.8% Capital and One-Time Allocations 1,063,718 1,002,023 -61,695 -5.8% Quartz Mountain 1,701,502 1,701,502 0 0.0% Quartz Mountain 1,177,794 1,109,482 -68,312 -5.8% Oklahoma Mesonet Program 1,570,650 1,479,552 -91,098 -5.8% Oklahoma Mesonet Program 1,465,065 1,479,552 14,487 1.0% Special Programs Special Programs Brain Gain 2010 2,184,291 2,057,602 -126,689 -5.8% Brain Gain 2010 2,184,291 2,057,602 -$126,689 -5.8% Section 13 Offset 9,859,132 9,287,302 -571,830 -5.8% Section 13 Offset 9,859,132 9,287,302 -571,830 -5.8% Endowed Chairs Program 12,179,798 11,473,370 -706,428 -5.8% Endowed Chairs Program 12,179,798 11,473,370 -706,428 -5.8% Grants Programs/Econ Dev/OEIS 434,219 409,034 -25,185 -5.8% Grants Programs/Econ Dev/OEIS 434,219 409,034 -25,185 -5.8% Teacher Education Assistance Program 1,844,051 900,000 -944,051 -51.2% Teacher Education Assistance Program 1,844,051 900,000 -944,051 -51.2% Summer Academies Program 589,370 705,187 115,817 19.7% Summer Academies Program 589,370 555,187 -34,183 -5.8% Student Preparation Program 1,167,974 1,171,306 3,332 0.3% Student Preparation Program 1,153,899 1,086,973 -66,926 -5.8% GEAR UP 4,410,198 845,500 -3,564,698 -80.8% Adult Degree Completion Program 491,142 462,656 -28,486 -5.8% Minority Teacher Recruitment 485,724 457,552 -28,172 -5.8% Minority Teacher Recruitment 410,960 387,124 -23,836 -5.8% Oklahoma Teacher Enhancement Program 7,823 7,369 -454 -5.8% Teacher Shortage Incentive Program 395,558 372,616 -22,942 -5.8% OCIA Debt Service 19,601,613 18,464,719 -1,136,894 -5.8% OCIA Debt Service 19,601,613 18,464,719 -1,136,894 -5.8% Office of Accountability 701,986 661,271 -40,715 -5.8% Office of Accountability 701,986 661,271 -40,715 -5.8% Scholar-Enrichment Program 300,463 283,036 -17,427 -5.8% Scholar-Enrichment Program 300,463 283,036 -17,427 -5.8% EPSCoR 2,638,534 2,543,068 -95,466 -3.6% EPSCoR 3,388,534 2,543,068 -845,466 -25.0% Adult Degree Completion Progarm 491,142 462,656 -28,486 -5.8% National Lambda Rail 1,502,158 1,415,033 -87,125 -5.8% Subtotal, Special Programs $56,896,318 $49,728,972 -$7,167,346 -12.6% Subtotal, Special Programs $55,037,174 $50,358,991 -$4,678,183 -8.5% Student Assistance Programs Student Assistance Programs Oklahoma Tuition Aid Grant Program (OTAG) $19,803,049 $19,500,000 -$303,049 -1.5% Oklahoma Tuition Aid Grant Program (OTAG) $18,927,327 $18,527,102 -$400,225 -2.1% OK College Assistance Program ( formerly GSL) 19,015,907 19,774,588 758,681 4.0% OK College Assistance Program ( formerly GSL) 0 0 0 Oklahoma Academic Scholars Program 8,549,149 10,700,000 2,150,851 25.2% Oklahoma Academic Scholars Program 8,049,149 8,049,149 0 0.0% Oklahoma Higher Learning Access Program 57,000,000 63,200,000 6,200,000 10.9% Oklahoma Higher Learning Access Program 57,000,000 63,200,000 6,200,000 10.9% Oklahoma National Guard Waiver Program 2,009,372 1,892,829 -116,543 -5.8% Oklahoma National Guard Waiver Program 2,009,372 1,892,829 -116,543 -5.8% Oklahoma Tuition Equalization Act 3,578,751 3,371,184 -207,567 -5.8% Oklahoma Tuition Equalization Act 3,578,751 3,371,184 -207,567 -5.8% Regional University Scholarships 1,035,823 975,746 -60,077 -5.8% Regional University Scholarships 1,035,823 975,746 -60,077 -5.8% Prospective Teacher Scholarships 98,228 92,531 -5,697 -5.8% Prospective Teacher Scholarships 98,228 92,531 -5,697 -5.8% Chiropractic Scholarships 39,291 37,012 -2,279 -5.8% Chiropractic Scholarships 39,291 37,012 -2,279 -5.8% William P. Willis Scholarships 60,000 60,000 0 0.0% William P. Willis Scholarships 0 0 0 Tulsa Reconciliation Scholarship Program 49,114 46,266 -2,848 -5.8% Tulsa Reconciliation Scholarship Program 49,114 46,266 -2,848 -5.8% George and Donna Nigh Scholarship Program 68,760 64,772 -3,988 -5.8% George and Donna Nigh Scholarship Program 68,760 64,772 -3,988 -5.8% Langston Honors Scholarship Program 231,556 218,126 -13,430 -5.8% Langston Honors Scholarship Program 215,990 218,126 2,136 1.0% Concurrent Enrollment Waiver Reimbursement 2,455,710 2,855,710 400,000 16.3% Concurrent Enrollment Waiver Reimbursement 2,455,710 2,455,710 0 0.0% Subtotal, Student Assistance $113,994,710 $122,788,764 $8,794,054 7.7% Subtotal, Student Assistance $93,527,515 $98,930,427 $5,402,912 5.8% Total Budget - State System $2,246,565,614 $2,323,352,411 $76,786,797 3.4% Total State Appropriated Funds - State System $1,060,461,016 $1,008,460,277 -$52,000,739 -4.9% NOTE: FY11 State Appropriation includes $59.8 million in Fedearal ARRA funds. In FY12, the ARRA funds were replaced by State Appropriations before the 5.8% reduction was applied. 8FY12 Summary and Analysis SYSTEMWIDE BUDGET - Fiscal Year 2012 OVERVIEW FY11 Total Budget Unallocated0.0%Special Programs1.8%OneNet0.7%State Regents' Operations0.8%Systemwide Debt Service1.6%Higher Education Program0.1%Student Assistance5.3%Capital & Other One Time0.0%Quartz Mountain0.1%Universities, Colleges, Const. Agencies89.6% FY12 Total Budget Unallocated0.0%Special Programs1.8%OneNet0.7%State Regents' Operations0.8%Systemwide Debt Service1.6%Higher Education Program0.1%Student Assistance5.3%Capital & Other One Time0.0%Quartz Mountain0.1%Universities, Colleges, Const. Agencies89.6% 9FY12 Summary and Analysis The total primary budget for FY12 has increased by $76.8 million (3.4 percent) over FY11. Institutional educational and general operating budgets make up 90.7 percent of the total budget and 83.5 percent of state appropriations. The total budgets for those student assistance programs administered by the State Regents has increased by $8.8 million (7.7 percent). TOTAL PRIMARY BUDGETS FY11 FY12 Dollar Change Percent Change Budgeted Revenues: State Appropriations $1,003.5 $1,008.5 5.0 0.5% Revolving Funds (including ARRA in FY11) 1,243.1 1,314.9 71.8 5.8% Total Budgeted Revenues: $2,246.6 $2,323.4 76.8 3.4% Budgeted Expenditures: Universities, Colleges, Constituent Agencies, & Mesonet $2,030.4 $2,108.6 78.2 3.9% Capital & One-Time 1.1 1.0 -0.1 -9.1% Special Programs 37.3 31.2 -6.1 -16.3% Ardmore Higher Education Program 1.5 1.5 0 0% State Regents’ Operations 16.1 16.2 -0.1 -0.6% OneNet 25.0 21.9 -3.1 -12.4% Student Assistance Programs 114.0 122.8 8.8 7.7% Debt Service 19.6 18.5 -1.1 5.6% Quartz Mountain 1.7 1.7 0 0% Total Budgeted Expenditures: $2,246.6 $2,323.4 76.8 3.4% 100% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 63.5% 63.4% 62.0% 62.3% 61.6% 59.5% 52.3% 50.3% 49.6% 50.8% 49.6% 47.7% 44.8% 41.7% 40.5% 36.5% 36.6% 38.0% 37.7% 38.4% 40.5% 47.7% 49.7% 50.4% 49.2% 50.4% 52.3% 55.2% 58.3% 59.5% EDUCATIONAL AND GENERAL PRIMARY BUDGETSPERCENT FUNDED FROM STATE APPROPRIATIONSAND REVOLVING FUNDS State Appropriations Revolving Funds FY12 Summary and Analysis 110% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 90.0% 100.0% FY88 FY98 FY12 75.3% 63.5% 40.5% 24.7% 36.5% 59.5% State Appropriations Revolving Fund 12FY12 Summary and Analysis Educational and General Budgets, Part I of Colleges and Universities Fiscal Year 2012 SOURCES OF REVENUE For FY12, the total budgeted operating income increased from $2,028.8 billion in FY11 to $2,107.1 billion. This is an increase of $78.2 million (3.9 percent). State appropriated income increased $6.6 million (0.7 percent). State appropriations as a share of total revenue decreased from 41.7 percent to 40.5 percent. Student tuition and fees increased $64.1 million (7.5 percent). Total revolving fund income increased from $1.182.0 billion in FY11 to $1.253.6 billion, an increase of $71.6 million (6.0 percent). This revolving fund increase is due in most part to the increase in total tuition and fee revenue ($64.1 million), and budgeted reserves ($17.3 million) and will offset the decrease of $40.4 million in state appropriated income. Local appropriated (ad valorem tax) revenue is budgeted to decrease by $300,000 (0.3 percent). Tulsa Community College, Rose State College and Oklahoma City Community College are the sole beneficiaries of this source of revenue, although it is far more significant for Tulsa Community College than the others. TCC receives $35.2 million; OCCC, $5.2 million; and Rose, $.3 million. Gifts, grants and contracts income increased by $8.8 million (10.4 percent). Sales and services of educational departments increased by approximately $400,000 (1.0 percent). Organized activities related to educational departments increased also by approximately $300,000 (5.5 percent.) Other income increased $40.7 million (61.7 percent), The large increase is attributable to reported income by OU and OSU from continuing education and a contract fee on the concessions at OU. Budgeted carryover funds increased $17.3 million (40 percent) from $43.3 million in FY11 to $60.6 million. 13FY12 Summary and Analysis FY12 Total Budgeted Income Budgeted Carryover, 2.9%Tuition & Student Fees, 43.1%State Appropriations, 40.5%Sales & Services, 1.8%Gifts, Grants and Contracts, 4.4%Organized Activities, 0.3%Tech Education Funds, 0.02%Local Appropriations, 1.9%Other Income, 5.1%Federal ARRA Funds, 0.0% FY12 Total Budgeted Income Sources FY11 Percent of Total FY12 Percent of Total State Appropriated Income $846.8 41.7% $853.5 40.5% Revolving Funds: Local Appropriated Income 40.9 2.0% 40.6 1.9% Tuition and Fees: Resident Tuition 442.5 21.8% 471.3 22.4% Nonresident Tuition 195.0 9.6% 218.8 10.4% Other Student Fees 207.0 10.2% 218.4 10.4% Subtotal, Tuition and Fees 844.5 41.6% 908.6 43.1% Gifts, Grants and Contracts 84.4 4.2% 93.2 4.4% Sales and Services of Educational Departments 37.6 1.9% 38.0 1.8% Organized Activities Related to Educational Departments 5.2 0.3% 5.5 0.3% Technical Education Funds 0.3 0.02% 0.3 0.02% Other Income 66.0 3.3% 106.7 5.1% Federal Stimulus ARRA Funds 59.8 2.9% 0.0 0.0% Budgeted Prior Year Carryover 43.3 2.1% 60.6 2.9% Total Revolving Funds 1,182.0 58.3% 1,253.6 59.5% Total Budgeted Income $2,028.8 100.0% $2,107.1 100.0% NOTE: Totals may not add due to rounding. Gifts and grants include indirect cost reimbursements for federal grants, revenue from foundations, reimbursements from DHS for education of parents in the Temporary Assistance for Needy Families (TANF) program, and federal subsidies for the Tom Stead Building at Rose State College. Sales and services of educational departments include sale of core samples from the Geological Survey, copies of curriculum materials by Oklahoma City Community College, and Law School publications. Organized activities include sale of dairy and farm products at Murray, Eastern, NEOA&M, and certain clinic services of the Veterinary Medicine College. 14FY12 Summary and Analysis FY12 Change in Amount of Income by Source $846.9$853.5$844.5$908.6$337.4$345.0$0.0$100.0$200.0$300.0$400.0$500.0$600.0$700.0$800.0$900.0$1,000.0State AppropriatedIncomeTuition and StudentFeesOther RevolvingFundsFY11FY12 Sources FY11 FY12 Dollar Change Percent Change State Appropriated Funds $846.9 $853.5 $6.6 0.7% Revolving Funds: Local Appropriated Income 40.9 40.6 -.03 -0.7% Student Fees: Resident Tuition 442.5 471.3 28.8 6.5% Nonresident Tuition 195.0 218.8 23.8 12.2% Other Student Fees 207.0 218.4 11.4 5.5% Student Fees Subtotal 844.5 908.6 64.1 7.5% Gifts, Grants and Contracts 84.4 93.2 8.8 10.4% Sales and Services of Educational Departments 37.6 38.0 0.4 1.0% Organized Activities Related to Educational Departments 5.2 5.5 0.3 5.5% Technical Education Funds 0.3 0.3 0 0 Other Income 66.0 106.7 40.7 61.7% Federal Stimulus ARRA Funds 59.8 0.0 -59.8 -100.0% Budgeted Prior Year Carryover 43.3 60.6 17.3 40.0% Total Revolving Funds 1,182.0 1,253..6 71.6 6.0% Total Budgeted Income $2,028.8 $2,107.1 78.3 3.9% NOTE: Totals may not add due to rounding. 15FY12 Summary and Analysis OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION TOTAL EDUCATIONAL & GENERAL - PART I BUDGET COMPARISON OF FY2011 TO FY2012 TOTAL BUDGETED EXPENDITURES Institution FY2011 FY2012 Dollar Chg % Chg OU 405,524,509 426,398,488 20,873,979 5.1% OUHSC 179,802,336 186,411,603 6,609,267 3.7% OULAW 16,535,219 16,650,113 114,894 0.7% OU Tulsa 13,273,406 13,361,788 88,382 2.3% OSU 333,900,413 352,242,042 18,341,629 5.5% AG EXP 32,746,349 33,137,061 390,712 1.2% COOP EXT 38,326,699 38,369,971 43,272 0.1% OSU-CVHS 27,301,437 28,119,920 818,483 3.0% OSU-CHS 57,139,870 59,799,696 2,659,826 4.7% TB OKC 26,409,058 27,209,002 799,944 3.0% TB OKM 27,994,060 30,381,166 2,387,106 8.5% OSU TULSA 23,087,687 24,526,714 1,439,027 6.2% UCO 134,129,258 143,818,006 9,688,748 7.2% ECU 38,161,235 41,150,225 2,988,990 7.8% NSU 80,040,686 83,080,927 3,040,241 3.8% NWOSU 22,361,849 23,608,292 1,246,443 5.6% SEOSU 43,436,588 43,296,798 (139,790) (0.3%) SWOSU 49,000,000 50,500,000 1,500,000 3.1% CU 47,769,220 46,814,415 (954,805) (2.0%) LU 34,044,525 35,248,853 1,204,328 3.5% OPSU 16,018,109 17,164,013 1,145,904 7.2% RSU 32,606,067 33,936,698 1,330,631 4.1% USAO 12,416,898 12,335,068 (81,830) (0.7%) CASC 12,515,993 12,400,432 (115,561) (0.9%) CSC 11,971,245 12,626,653 655,409 5.5% EOSC 11,175,615 11,084,602 (91,013) (0.8%) MSC 12,333,241 13,299,048 965,807 7.8% NEOAMC 15,327,479 16,248,007 920,528 6.0% NOC 24,255,250 24,447,668 192,418 0.8% OCCC 64,151,963 64,268,863 116,900 0.2% RCC 11,251,211 11,616,240 365,030 3.2% ROSE 36,697,857 35,824,815 (873,042) (2.4%) SSC 11,091,927 11,247,133 155,206 1.4% TCC 113,137,886 112,077,899 (1,059,987) (0.9%) WOSC 12,872,168 14,374,596 1,502,428 11.7% TOTAL 2,028,807,312 2,107,076,816 78,269,503 3.9% 16FY12 Summary and Analysis TUITION AND MANDATORY FEES 70 O. S. 2004 Supp., Section 3218.8 specifies the limits for resident and nonresident tuition and mandatory fees at the following levels: Undergraduate tuition and mandatory fees for resident students at research universities will be at a rate less than the average rate charged at public institutions in the Big Twelve Conference. Undergraduate tuition and mandatory fees for resident students at regional universities and community colleges will be at a rate less than the average rate charged at like-type institutions that include, but are not limited to, those adjacent to Oklahoma. New regional peer groups with like-type institutions were established in FY10 for the University of Central Oklahoma, in recognition of its status as a regional urban university, and for the University of Science and Arts of Oklahoma, in recognition of its status as the state’s premier regional liberal arts college. Undergraduate tuition and mandatory fees for nonresident students may not exceed 105 percent of the nonresident tuition and fees at peer institutions. Graduate and professional programs’ tuition and mandatory fees for resident and nonresident students will be at a rate less than the average rate charged for like-type programs of comparable quality and standing at public institutions of higher education as determined by the State Regents. All institutions are in compliance with these statutory requirements for resident and nonresident undergraduate, graduate and professional programs for FY12. FY12 TUITION AND MANDATORY FEE REQUESTS For FY12, the State Regents requested $115.6 million in additional funding from the Legislature for the state’s higher education system. Although the Legislature subsequently appropriated a decrease of approximately 5.8 percent in state funding to higher education for FY12, they provided a $10 million supplemental appropriation for the FY2011. Research Universities Undergraduate resident and nonresident tuition and mandatory fees increases at OU and OSU, including their constituent agencies, range from 5.0% to 4.8% respectively, and represent increases of $862.50 to $853.50 for 30 credit hours. Graduate resident and nonresident tuition and mandatory fees at OU and OSU, including their constituent agencies, range from 5.1% to 7.0% respectively, and represent increases of $843.60 and $1,194.00 for 24 credit hours. Regional Universities Undergraduate resident and nonresident tuition and mandatory fees will increase by an average for the tier of 5.7%. The increases range from 3.5% to 7.7% and represent a range of increases from $138 to $360 per 30 credit hours. Graduate resident and nonresident tuition and mandatory fees will increase by an average for the tier of 5.2% and 4.9%, respectively. 17FY12 Summary and Analysis Community Colleges Resident and nonresident tuition will increase by 7.0% and 6.5%, respectively. Mandatory fees will increase at seven institutions, resulting in a range of increases from 14.0% to 3.1%. The average mandatory fee increase for this tier is 3.5%. Ardmore Higher Education Program Ardmore Higher Education Program (AHEP) will continue to charge separate rates for upper and lower division tuition. The lower division rates will increase 6.5% while the upper division courses offered by SOSU will increase 6.5% and course offered by ECU will increase 5.0%. Graduate resident tuition and mandatory fees will increase by a range of 5.0% to 6.3% increase for students depending upon which institution is offering the courses taken. Professional Programs Resident and nonresident tuition will increase by a range of 0.0% for the Doctor of Medicine to 9.0% for the PharmD Program at SWOSU. The average increase in resident tuition and mandatory fees in all professional programs for FY12 is 4.7% Adult Degree Completion Program The resident tuition rate increase is requested for 5.5%, resulting in a per-credit hour rate of $174 and the nonresident rate increase is requested for 5.6%, resulting in a per credit hour rate of $413.00. The following tables summarize the annualized cost by institution for undergraduate, graduate, and professional program resident and nonresident tuition and mandatory fees for FY12. 18FY12 Summary and Analysis Undergraduate Tuition and Mandatory Fees for FY12 Full-Time Resident Student Institution FY11 Cost for 30 Credit Hours FY12 Cost for 30 Credit Hours Dollar Change from FY11 Percentage Change from FY11 RESEARCH UNIVERSITIES University of Oklahoma $6,784.00 $7,124.50 $340.50 5.0% Oklahoma State University & Tulsa $6,778.50 $7,107.00 $328.50 4.8% Research University Average $6,781.25 $7,115.75 $334.50 4.9% REGIONAL UNIVERSITIES University of Central Oklahoma $4,455.00 $4,717.50 $262.50 5.9% East Central University $4,431.90 $4,653.30 $221.40 5.0% Northeastern State University $4,384.50 $4,602.00 $217.50 5.0% Northwestern OK State University $4,335.00 $4,590.00 $255.00 5.9% Rogers State University $4,512.00 $4,776.00 $264.00 5.9% Southeastern OK State University $4,551.00 $4,803.00 $252.00 5.5% Southwestern OK State University $4,335.00 $4,590.00 $255.00 5.9% Cameron University $4,335.00 $4,590.00 $255.00 5.9% Langston University $3,973.50 $4,111.50 $138.00 3.5% OK Panhandle State University $4,854.00 $5,139.00 $285.00 5.9% University of Science & Arts of OK $4,680.00 $5,040.00 $360.00 7.7% Regional University Average $4,440.63 $4,692.03 $251.40 5.7% COMMUNITY COLLEGES Carl Albert State College $2,370.00 $2,490.00 $120.00 5.1% Connors State College $2,767.30 $2,996.70 $229.40 8.3% Eastern Oklahoma State College $2,990.70 $3,200.10 $209.40 7.0% Murray State College $2,990.00 $3,200.00 $210.00 7.0% Northeastern OK A&M College $2,780.50 $2,995.00 $214.50 7.7% Northern Oklahoma College $2,428.50 $2,572.50 $144.00 5.9% Oklahoma City Community College $2,658.00 $2,850.00 $192.00 7.2% Redlands Community College $3,030.00 $3,180.00 $150.00 5.0% Rose State College $2,673.50 $2,849.00 $175.50 6.6% Seminole State College $3,000.00 $3,231.00 $231.00 7.7% Tulsa Community College $2,860.50 $3,060.10 $217.10 7.6% Western Oklahoma State College $2,770.50 $2,860.50 $90.00 3.2% Community College Average $2,775.17 $2,955.65 $180.48 6.6% Average Resident Tuition $3,828.46 $4,052.46 $224.01 5.9% 19FY12 Summary and Analysis Undergraduate Tuition and Mandatory Fees for FY12 Full-Time Nonresident Student Institution FY11 Cost for 30 Credit Hours FY12 Cost for 30 Credit Hours Dollar Change from FY11 Percentage Change from FY11 RESEARCH UNIVERSITIES University of Oklahoma $17,215.00 $18,077.50 $862.50 5.0% Oklahoma State University & Tulsa $17,601.00 $18,454.50 $853.50 4.8% Research University Average $17,408.00 $18,266.00 $858.00 4.9% REGIONAL UNIVERSITIES University of Central Oklahoma $11,241.00 $11,904.00 $663.00 5.9% East Central University $10,747.50 $11,284.50 $537.00 5.0% Northeastern State University $10,722.00 $11,127.00 $405.00 3.8% Northwestern OK State University $10,140.00 $10,140.00 $0.00 0.0% Rogers State University $10,269.00 $10,821.00 $552.00 5.4% Southeastern OK State University $11,278.50 $12,016.50 $738.00 6.5% Southwestern OK State University $10,050.00 $10,650.00 $600.00 6.0% Cameron University $10,552.50 $11,197.50 $645.00 6.1% Langston University $9,832.50 $10,264.50 $432.00 4.4% OK Panhandle State University $10,413.00 $10,698.00 $285.00 2.7% University of Science & Arts of OK $11,130.00 $12,000.00 $870.00 7.8% Regional University Average $10,579.64 $11,100.27 $520.64 4.9% COMMUNITY COLLEGES Carl Albert State College $5,370.00 $5,490.00 $120.00 2.2% Connors State College $6,394.00 $7,223.40 $829.40 13.0% Eastern Oklahoma State College $6,607.50 $6,816.90 $209.40 3.2% Murray State College $7,070.00 $7,640.00 $570.00 8.1% Northeastern OK A&M College $6,811.00 $7,337.50 $526.50 7.7% Northern Oklahoma College $6,133.50 $6,495.00 $361.50 5.9% Oklahoma City Community College $7,086.00 $7,278.00 $192.00 2.7% Redlands Community College $5,280.00 $5,430.00 $150.00 2.8% Rose State College $7,983.50 $8,552.00 $568.50 7.1% Seminole State College $7,020.00 $7,624.50 $604.50 8.6% Tulsa Community College $7,740.50 $8,280.10 $539.60 7.0% Western Oklahoma State College $6,430.50 $6,700.50 $270.00 4.2% Community College Average $6,660.54 $7,070.90 $410.36 6.2% Average Nonresident Tuition $9,244.74 $9,739.43 $494.69 5.4% 20FY12 Summary and Analysis Graduate Tuition and Mandatory Fees for FY12 Full-Time Resident Student Institution FY11 Cost for 30 Credit Hours FY12 Cost for 30 Credit Hours Dollar Change from FY11 Percentage Change from FY11 RESEARCH UNIVERSITIES University of Oklahoma $6,416.20 $6,746.20 $330.00 5.1% Oklahoma State University & Tulsa $5,761.20 $6,166.80 $405.60 7.0% Research University Average $6,088.70 $6,456.50 $367.80 6.0% REGIONAL UNIVERSITIES University of Central Oklahoma $4,561.20 $4,830.00 $268.80 5.9% East Central University $4,313.40 $4,528.92 $215.52 5.0% Northeastern State University $4,293.60 $4,509.60 $216.00 5.0% Northwestern OK State University $4,176.00 $4,380.00 $204.00 4.9% Southeastern OK State University $4,468.80 $4,716.00 $247.20 5.5% Southwestern OK State University $4,080.00 $4,320.00 $240.00 5.9% Cameron University $4,170.00 $4,410.00 $240.00 5.8% Langston University $3,877.80 $4,020.60 $142.80 3.7% Regional University Average $4,242.60 $4,464.39 $221.79 5.2% Average Resident Tuition $4,611.82 $4,862.81 $250.99 5.4% Graduate Tuition and Mandatory Fees for FY12 Full-Time Nonresident Student Institution FY11 Cost for 30 Credit Hours FY12 Cost for 30 Credit Hours Dollar Change from FY11 Percentage Change from FY11 RESEARCH UNIVERSITIES University of Oklahoma $16,690.60 $17,534.20 $843.60 5.1% Oklahoma State University & Tulsa $16,936.80 $18,130.80 $1,194.00 7.0% Research University Average $16,813.70 $17,832.50 $1,018.80 6.1% REGIONAL UNIVERSITIES University of Central Oklahoma $10,806.00 $11,443.20 $637.20 5.9% East Central University $10,361.40 $10,879.32 $517.92 5.0% Northeastern State University $10,053.60 $10,437.60 $384.00 3.8% Northwestern OK State University $9,720.00 $9,720.00 $0.00 0.0% Southeastern OK State University $10,854.00 $11,564.40 $710.40 6.5% Southwestern OK State University $9,600.00 $10,176.00 $576.00 6.0% Cameron University $10,146.00 $10,758.00 $612.00 6.0% Langston University $9,274.20 $9,687.00 $412.80 4.5% Regional University Average $10,101.90 $10,583.19 $481.29 4.8% Average Nonresident Tuition $11,444.26 $12,033.05 $588.79 5.1% 21FY12 Summary and Analysis Professional Tuition and Mandatory Fees for FY12 Full-Time Resident Student Institution FY11 Cost for 30 Credit Hours FY12 Cost for 30 Credit Hours Dollar Change from FY11 Percentage Change from FY11 OU College of Law $17,025.50 $17,850.50 $825.00 4.8% OUHSC Doctor of Medicine $21,902.50 $21,902.50 $0.00 0.0% OUHSC Doctor of Dental Science $19,970.50 $21,711.50 $1,741.00 8.7% OUHSC Physician's Associate $11,760.50 $12,312.50 $552.00 4.7% OUHSC Pharm D $14,931.70 $15,560.70 $629.00 4.2% OUHSC Occupational Therapy $7,969.30 $8,281.30 $312.00 3.9% OUHSC Physical Therapy -- Doctoral $10,405.70 $10,808.70 $403.00 3.9% OUHSC Doctor of Audiology $9,129.30 $9,499.30 $370.00 4.1% OUHSC Public Health $6,884.50 $7,267.90 $383.40 5.6% Nursing--Doctoral $4,855.90 $4,855.90 $0.00 0.0% Doctoral of Nursing Practice* - $8,116.60 - - OSUCHS Osteopathic Medicine $20,062.28 $21,532.97 $1,470.69 7.3% OSU Veterinary Medicine $14,967.62 $15,618.15 $650.53 4.3% LU Physical Therapy $8,186.05 $8,509.45 $323.40 4.0% NSU Optometry Program $13,577.20 $14,008.20 $431.00 3.2% SWOSU PharmD $11,392.00 $12,416.00 $1,024.00 9.0% Average Resident Tuition $12,868.04 $13,140.76 $607.67 4.7% *The OUHSC Doctor of Nursing Practice has been added for the first time in FY11 for establishment of the peer limit for FY12 tuition rates. Professional Tuition and Mandatory Fees for FY12 Full-Time Nonresident Student Institution FY11 Cost for 30 Credit Hours FY12 Cost for 30 Credit Hours Dollar Change from FY11 Percentage Change from FY11 OU College of Law $26,954.00 $28,275.50 $1,321.50 4.9% OUHSC Doctor of Medicine $47,598.50 $47,598.50 $0.00 0.0% OUHSC Doctor of Dental Science $43,880.50 $48,012.50 $4,132.00 9.4% OUHSC Physician's Associate $23,304.50 $24,549.50 $1,245.00 5.3% OUHSC Pharm D $30,573.70 $31,984.70 $1,411.00 4.6% OUHSC Occupational Therapy $16,705.30 $17,455.30 $750.00 4.5% OUHSC Physical Therapy -- Doctoral $22,685.70 $23,702.70 $1,017.00 4.5% OUHSC Doctor of Audiology $21,069.30 $22,036.30 $967.00 4.6% OUHSC Public Health $16,204.90 $17,240.80 $1,035.90 6.4% Nursing--Doctoral $13,688.50 $13,688.50 $0.00 0.0% Doctoral of Nursing Practice* - $18,417.10 - - OSUCHS Osteopathic Medicine $38,700.12 $41,568.65 $2,868.53 7.4% OSU Veterinary Medicine $33,106.68 $34,664.16 $1,557.48 4.7% LU Physical Therapy $22,259.45 $22,259.45 $0.00 0.0% NSU Optometry Program $26,282.20 $27,108.20 $826.00 3.1% SWOSU PharmD $22,784.00 $24,832.00 $2,048.00 9.0% Average Nonresident Tuition $27,053.16 $27,712.12 $1,278.63 4.7% 22FY12 Summary and Analysis GUARANTEED TUITION (Tuition Lock Program) During the 2007 Legislative session, House Bill No. 2103 was passed by the Legislature and signed by the Governor. This legislation, also referred to as the Tuition Lock Program, authorized institutions to establish a guaranteed tuition rate program for first-time-entering, full-time, resident students beginning with the 2008-09 academic year. House Bill No. 3397 during the 2008 Legislative session made subsequent revisions and clarifications to the Tuition Lock Program, was passed by the Legislature, signed by the Governor, and became effective immediately. Beginning with the Fall 2008 semester, first-time, full-time students have the option to participate in the guaranteed tuition rate program at the time of first enrollment. If students choose to participate in the guaranteed tuition program, they will receive the guaranteed tuition rate for four years (or the normal time-to-degree if longer, as determined by the institution) as long as they maintain full-time status during the fall and spring semesters. Certain exceptions are made for students who transfer and for those who are required to withdraw due to military or other national defense emergencies. The guaranteed tuition rate may not exceed 115 percent of the institution’s nonguaranteed tuition rate and mandatory fees are required in addition to guaranteed tuition. All institutions are in compliance with the statutory requirement that guaranteed tuition not exceed 115 percent of their respective nonguaranteed tuition rate. The following tables list each institution’s FY12 guaranteed tuition rates by institution for a full-time student (based on 30 credit hours), the mandatory fees, and the combined total; a comparison to the legislative limit; and a comparison to FY11 guaranteed tuition rates. 23FY12 Summary and Analysis FY12 Guaranteed Tuition and Mandatory Fees (Undergraduate Resident) Institution FY12 Guaranteed Tuition Per Credit Hour FY12 Mandatory Fees Per Credit Hour FY12 Per Credit Hour Rate Research University of Oklahoma $147.50 $109.18 $256.68 Oklahoma State University & Tulsa $164.96 $93.45 $258.41 Research Average $156.23 $101.32 $257.55 Regional University of Central Oklahoma $160.08 $18.05 $178.13 East Central University $132.00 $40.30 $172.30 Northeastern State University $133.75 $36.90 $170.65 Northwestern OK State University $145.25 $20.75 $166.00 Rogers State University $115.85 $58.45 $174.30 Southeastern OK State University $158.15 $22.55 $180.70 Southwestern OK State University $140.00 $31.00 $171.00 Cameron University $118.50 $49.50 $168.00 Langston University $111.55 $40.05 $151.60 OK Panhandle State University $120.17 $66.80 $186.97 University of Science & Arts of OK $148.00 $39.00 $187.00 Regional Average $134.85 $38.49 $173.33 Main Campus Average $138.14 $48.15 $186.29 24FY12 Summary and Analysis FY12 Guaranteed Tuition and Mandatory Fees (Undergraduate Resident for 30 Credit Hours) Institution FY12 Guaranteed Tuition (30 Credit Hours) FY12 Mandatory Fees FY12 for 30 Credit Hours Research University of Oklahoma $4,425.00 $3,275.50 $7,700.50 Oklahoma State University & Tulsa $4,948.80 $2,803.50 $7,752.30 Research Average $4,686.90 $3,039.50 $7,726.40 Regional University of Central Oklahoma $4,802.40 $541.50 $5,343.90 East Central University $3,960.00 $1,209.00 $5,169.00 Northeastern State University $4,012.50 $1,107.00 $5,119.50 Northwestern OK State University $4,357.50 $622.50 $4,980.00 Rogers State University $3,475.50 $1,753.50 $5,229.00 Southeastern OK State University $4,744.50 $676.50 $5,421.00 Southwestern OK State University $4,200.00 $930.00 $5,130.00 Cameron University $3,555.00 $1,485.00 $5,040.00 Langston University $3,346.50 $1,201.50 $4,548.00 OK Panhandle State University $3,605.10 $2,004.00 $5,609.10 University of Science & Arts of OK $4,440.00 $1,170.00 $5,610.00 Regional Average $4,045.36 $1,154.59 $5,199.95 Main Campus Average $4,144.06 $1,444.58 $5,588.64 25FY11 FY12 $ Chg %Chg FY11 FY12 $ Chg % Chg FY11 FY12 $ Chg %Chg Research University of Oklahoma $4,229.70 $4,425.00 $195.30 4.6% $3,106.00 $3,275.50 $169.50 5.5% $7,335.70 $7,700.50 $364.80 5.0% Oklahoma State University&Tulsa $4,717.50 $4,948.80 $231.30 4.9% $2,676.00 $2,803.50 $127.50 4.8% $7,393.50 $7,752.30 $358.80 4.9% Research Average $4,473.60 $4,686.90 $213.30 4.8% $2,891.00 $3,039.50 $148.50 5.1% $7,364.60 $7,726.40 $361.80 4.9% Regional University of Central Oklahoma $4,500.30 $4,802.40 $302.10 6.7% $541.50 $541.50 $0.00 0.0% $5,041.80 $5,343.90 $302.10 6.0% East Central University $3,706.20 $3,960.00 $253.80 6.8% $1,209.00 $1,209.00 $0.00 0.0% $4,915.20 $5,169.00 $253.80 5.2% Northeastern State University $3,832.50 $4,012.50 $180.00 4.7% $1,047.00 $1,107.00 $60.00 5.7% $4,879.50 $5,119.50 $240.00 4.9% Northwestern OK State University $4,269.00 $4,357.50 $88.50 2.1% $622.50 $622.50 $0.00 0.0% $4,891.50 $4,980.00 $88.50 1.8% Rogers State University $3,309.08 $3,475.50 $166.42 5.0% $1,633.50 $1,753.50 $120.00 7.3% $4,942.58 $5,229.00 $286.42 5.8% Southeastern OK State University $4,455.60 $4,744.50 $288.90 6.5% $676.50 $676.50 $0.00 0.0% $5,132.10 $5,421.00 $288.90 5.6% Southwestern OK State University $3,915.60 $4,200.00 $284.40 7.3% $930.00 $930.00 $0.00 0.0% $4,845.60 $5,130.00 $284.40 5.9% Cameron University $3,405.00 $3,555.00 $150.00 4.4% $1,372.50 $1,485.00 $112.50 8.2% $4,777.50 $5,040.00 $262.50 5.5% Langston University $3,187.50 $3,346.50 $159.00 5.0% $1,201.50 $1,201.50 $0.00 0.0% $4,389.00 $4,548.00 $159.00 3.6% OK Panhandle State University $3,277.50 $3,605.10 $327.60 10.0% $2,004.00 $2,004.00 $0.00 0.0% $5,281.50 $5,609.10 $327.60 6.2% University of Science and Arts of Oklahoma $4,020.00 $4,440.00 $420.00 10.4% $1,170.00 $1,170.00 $0.00 0.0% $5,190.00 $5,610.00 $420.00 8.1% Regional Average $3,807.12 $4,045.36 $238.25 6.3% $1,128.00 $1,154.59 $26.59 2.4% $4,935.12 $5,199.95 $264.84 5.4% Main Campus Average $3,909.65 $4,144.06 $234.41 6.0% $1,399.23 $1,444.58 $45.35 3.2% $5,308.88 $5,588.64 $279.76 5.3% Other Ardmore--Upper ECU $4,528.20 $4,780.50 $252.30 5.6% $15.00 $15.00 $0.00 0.0% $4,543.20 $4,795.50 $252.30 5.6% Ardmore--Upper SEOSU $4,455.60 $4,744.50 $288.90 6.5% $0.00 $0.00 $0.00 0.0% $4,455.60 $4,744.50 $288.90 6.5% OU Health Sciences Center $4,229.70 $4,425.00 $195.30 4.6% $2,080.00 $2,080.00 $0.00 0.0% $6,309.70 $6,505.00 $195.30 3.1% OSU, OKC--Upper $3,510.00 $3,709.50 $199.50 5.7% $650.00 $650.00 $0.00 0.0% $4,160.00 $4,359.50 $199.50 4.8% OSU, OKM--Upper $3,570.60 $3,795.00 $224.40 6.3% $945.00 $1,005.00 $60.00 6.3% $4,515.60 $4,800.00 $284.40 6.3% SEOSU--Aviation at OKCCC $5,658.00 $5,968.50 $310.50 5.5% $0.00 $0.00 $0.00 0.0% $5,658.00 $5,968.50 $310.50 5.5% SEOSU--Grayson County $3,789.60 $4,165.50 $375.90 9.9% $0.00 $0.00 $0.00 0.0% $3,789.60 $4,165.50 $375.90 9.9% SEOSU--McCurtain Co. Lower $4,455.60 $4,744.50 $288.90 6.5% $0.00 $0.00 $0.00 0.0% $4,455.60 $4,744.50 $288.90 6.5% SEOSU--McCurtain Co. Upper $4,455.60 $4,744.50 $288.90 6.5% $0.00 $0.00 $0.00 0.0% $4,455.60 $4,744.50 $288.90 6.5% Langston University--OKC $3,187.50 $3,346.50 $159.00 5.0% $931.50 $931.50 $0.00 0.0% $4,119.00 $4,278.00 $159.00 3.9% Langston University--Tulsa $3,187.50 $3,346.50 $159.00 5.0% $1,066.50 $1,066.50 $0.00 0.0% $4,254.00 $4,413.00 $159.00 3.7% *Mandatory fees are required in addition to guaranteed tuition. **Same mandatory fees as are charged students electing the usual nonguaranteed tuition rate. Change in Guaranteed Tuition and Mandatory Fees FY12 Compared to FY11 (Cost for Full-Time Undergraduate Resident Student -- 30 Credit Hours) Institution Guaranteed Tuition* Mandatory Fees** Total Guaranteed Tuition and Mandatory Fees FY12 Summary and Analysis 26FY12 Summary and Analysis EXPENDITURES BY FUNCTION At Oklahoma public institutions for FY12 as shown on the pie charts on the following pages: The primary functions of instruction, research and public service, when combined, continue to make up over 54.6 percent of the Educational & General - Part I Budget. These categories increased by a total of $44.8 million (4.1 percent). Instruction showed the largest dollar increase of $43.6 million (4.7 percent) and comprises 45.8 percent of the budget. Research increased by $3.4 million (3.5 percent) and comprises 4.8 percent of the budget. Oklahoma State University and its constituent agencies account for 75 percent of the total budgeted in research. Public service comprises 4.0 percent of the budget and saw a decrease of $2.2 million (2.6 percent). Academic support saw an increase of $2.8 million and comprises 11.4 percent of the budget. Student services increased $3.5 million (2.9 percent) and comprises 6.0 percent of the budget. Institutional support increased $6.6 million (4.2 percent). Within this category, the subcategories comprising general administration saw an increase of $464,744 (1.2 percent) and comprises 1.6 percent of the total E&G I budget for FY12. Executive management, which includes the president’s office, legal counsel, governing board, and executive officers, increased by $4.6 million (9.5 percent) to $53.3 million. Physical plant operations saw an increase of $9.3 million (3.7 percent) and comprises 12.2 percent of the budget. Scholarships, made up primarily of tuition waivers, increased by $11.3 million (7.2 percent) for a total of $168.7 million. Scholarships as a percentage of the total budget increased to 8.0 percent. This amount does not include expenditures from State Regents’ scholarship programs: OHLAP, OTAG, Regional University Baccalaureate Scholarships and Academic Scholars stipends. Resident tuition waivers, subject to the 3.5% rule, increased $1.7 million (3.8 percent) and nonresident tuition waivers increased $4.2 million (5.2 percent). Several institutions increased resident tuition waivers ten percent or more: Carl Albert State College (28.3 percent), Oklahoma City Community College (21.7 percent), Redlands Community College (50.7 percent), OSU Institute of Technology (54.2 percent), OUHSC (58.9 percent) and OSU Center for Health Sciences (38.5 percent.) Functional Classifications: Explanatory Notes All universities and colleges budget expenditures are in accordance with the standards defined by the National Association of College and University Business Officers (NACUBO). This national classification system provides uniform guidelines to ensure consistent financial statements for audit purposes and to permit comparisons among institutions within the state, as well as with regional and national data, and with peer institutions. The three primary functions of a higher education institution are: 27FY12 Summary and Analysis Instruction, which includes expenditures for all activities that are a direct part of the instructional programs. The function includes general academic programs as well as vocational-technical programs and community or continuing education. Research, which includes the creation, the organization, and the application of knowledge. This category does not include federal or externally funded research. That item is included in the sponsored budget, Educational and General, Part II. Public Service, which includes activities to make an institution’s unique resources and capabilities available as a response to a community need or a solution to a community problem. This function includes the agriculture cooperative extension services at both OSU and Langston, as well as any public broadcasting activities supported with E&G funds. The research universities are assigned all three functions. The four-year universities and the community colleges engage in research and public service to a much more limited extent. Budgeted support activities are classified as follows: Academic Support activities support directly one or more of the three primary functions. Library budgets are a major component of this category and also include expenditures for academic administration, museums and galleries, educational media services, personnel development and course and curriculum development. Student Services are those activities carried out with the objective of contributing to the emotional and physical well being of the institution’s students, as well as to their intellectual, cultural, and social development outside the context of the institution’s formal instruction program. Included are counseling and career guidance, student aid services, student records, student health services, intramural athletics, and other student activities. Institutional Support includes expenditures for: (1) central executive-level management and long-range institutional planning, such as the governing board, planning and programming, and legal services; (2) fiscal operations; (3) space management, (4) personnel services and records, (5) purchasing and storerooms; (6) faculty and staff support services not operated as auxiliary enterprises; and (7) activities concerned with community and alumni relations, including development and fund raising. Physical Plant Operations consist of those expenditures related to operating educational facilities and grounds, including janitorial and utility services, maintenance, repair, and operation of buildings and other plant facilities, furniture and equipment, care of grounds, utilities, security, fire protection, property insurance and similar items. Scholarships and Fellowships are grants to students and include expenditures for scholarships, fellowships, and aid to students in the form of tuition waivers for resident and nonresident students. 28FY12 Summary and Analysis FY12 Total Budgeted Expenditures by Function Instruction, 45.8%Scholarships, 8.0%Physical Plant, 12.2%Institutional Support, 7.8%Student Services, 6.0%Academic Support, 11.4%Public Service, 4.0%Research, 4.8% FY12 Total Budgeted Funds by Function (in millions) Functional Classification FY11 Percent of Total FY12 Percent of Total Instruction $921.4 45.4% $965.0 45.8% Research 97.4 4.8% 100.8 4.8% Public Service 85.9 4.2% 83.7 4.0% Total Primary Budget $1,104.7 54.4% 1,149.50 54.6% Academic Support 237.5 11.7% 240.3 11.4% Student Services 122.3 6.0% 125.8 6.0% Institutional Support 158.3 7.8% 164.9 7.8% Physical Plant Operations 248.6 12.3% 257.9 12.2% Scholarships 157.4 7.8% 168.7 8.0% Total $2,028.8 100% $2,107.1 100% NOTE: Totals may not add due to rounding. 29FY12 Summary and Analysis FY12 Change in Amount of Expenditure by Function $0.0$100.0$200.0$300.0$400.0$500.0$600.0$700.0$800.0$900.0$1,000.0InstructionResearchPublic ServiceAcademicSupportStudentServicesInstitutionalSupportPhysical PlantScholarshipsFY11F12 Functional Classification FY11 FY12 Dollar Change Percent Change Instruction $921.4 $965.0 $43.6 4.7% Research 97.4 $100.8 3.4 3.5% Public Service 85.9 $83.7 -2.2 -2.6% Total Primary Budget 1,104.7 1,149.50 44.8 4.1% Academic Support 237.5 $240.3 2.8 1.2% Student Services 122.3 $125.8 3.5 2.9% Institutional Support 158.3 $164.9 6.6 4.2% Physical Plant Operations 248.6 $257.9 9.3 3.7% Scholarships 157.4 $168.7 11.3 7.2% Total $2,028.8 $2,107.1 $78.3 3.9% NOTE: Totals may not add due to rounding. 30FY12 Summary and Analysis EXPENDITURES BY OBJECT Unlike the functional categories, which conform to national norms, the objects of expenditure are established in conjunction with the Oklahoma Office of State Finance for accounting purposes. Total budgeted expenditures increased $78.3 million (3.9 percent). Personnel-related expenditures (salaries, benefits, and professional services) increased $41.4 million (3.0 percent) and comprise 66.2 percent of the budget. Non-personnel-related expenditures increased $36.8 million (5.4 percent) and comprise 33.8 percent of the budget. Salaries and wages increased $21.8 million (2.2 percent) and comprise 47.5 percent of the budget. Benefits increased $19 million (5.5 percent) and comprise 17.4 percent of the budget, approximately one-third as much as the salaries and wages component. Professional services increased $600,000 (2.3 percent) and comprise 1.3 percent of the budget. Travel increased $700,000 (4.1 percent) and comprise 0.8 percent of the budget. Utilities are not budgeted to change and comprise 4.1 percent of the budget. Supplies and other operating expenses increased $12.1 million (3.9 percent) and comprise 15.2 percent of the budget. Property, furniture, and equipment increased $12.1 million (16.6 percent) and comprise 4.0 percent of the budget. Library books and equipment increased $1.3 million (4.5 percent) and comprise 1.4 percent of the budget. Scholarships increased by $11.4 million (7.2 percent) and comprise 8.0 percent of the budget. Transfers and other disbursements decreased $700,000 (-19.5 percent) and comprise 0.1 percent of the budget. 31FY12 Summary and Analysis FY12 Total Budgeted Expenditures by Object Library Books & Equipment, 1.4%Scholarships, 8.0%Furniture & Equipment, 4.0%Supplies & Operating, 15.2%Utilitites, 4.1%Travel, 0.8%Professional Services, 1.3%Benefits, 17.4%Transfers & Other, 0.1%Salaries & Wages, 47.5% Categories of Expenditures FY11 % of Total FY12 % of Total Salaries and Wages $979.9 48.3% $ 1,001.7 47.5% Benefits 348.3 17.2% 367.7 17.4% Professional Services 25.9 1.3% 26.5 1.3% Total Personnel Related Expenditures $1,354.1 66.8% $1,395.5 66.2% Travel 16.9 0.8% 17.6 0.8% Utilities 86.9 4.3% 86.9 4.1% Supplies & Other Operating Expenses 307.7 15.2% 319.8 15.2% Property, Furniture & Equipment 72.8 3.6% 84.9 4.0% Library Books & Equipment 29.2 1.4% 30.5 1.4% Scholarships 157.5 7.8% 168.8 8.0% Transfers & Other Disbursements 3.8 0.2% 3.1 0.1% Total Non-Personnel Expenditures $674.8 33.3% $711.6 33.8% Total Budgeted Expenditures $2,028.8 100% $2,107.1 100% NOTE: Totals may not add due to rounding. 32FY12 Summary and Analysis FY12 Change in Budgeted Expenditures by Object $-$200.0$400.0$600.0$800.0$1,000.0$1,200.0Salaries &WagesBenefitsProfessionalServicesTravelUtilitiesSupplies &OperatingFurniture &EquipmentLibrary Books& EquipmentScholarshipsTransfers &OtherFY11FY12 Categories of Expenditures FY11 FY12 Dollar Change Percent Change Salaries and Wages $979.9 $ 1001.7 $21.8 2.2% Benefits 348.3 367.7 19.0 5.5% Professional Services 25.9 26.5 0.6 2.3% Total Personnel Related Expenditures $1,354.1 $1,395.5 $41.4 3.03% Travel 16.9 17.6 0.7 4.1% Utilities 86.9 86.9 0 0.0% Supplies & Other Operating Expenses 307.7 319.8 12.1 3.9% Property, Furniture & Equipment 72.8 84.9 12.1 16.6% Library Books & Equipment 29.2 30.5 1.3 4.5% Scholarships 157.5 168.8 11.4 7.2% Transfers & Other Disbursements 3.8 3.1 -0.7 -19.5% Total Non-Personnel Expenditures $674.8 $711.6 36.8 5.45% Total Budgeted Expenditures $2,028.8 $2,107.1 $78.3 3.9% NOTE: Totals may not add due to rounding. 33FY12 Summary and Analysis ENROLLMENT PROJECTIONS Colleges and universities are projecting enrollment growth of approximately 2,746 FTE (1.8 percent) for the annualized FTE. They expect approximately 156,550 FTE students, or a total of 206,284 students, an increase of 4,163 headcount enrollment (2.1 percent). OSU Tulsa is projecting the largest FTE enrollment increase at 17.9 percent. Oklahoma Panhandle State University anticipates a decrease of 5.3 percent in FTE enrollment. The remaining institutions are projecting increases from less than one percent to 10.0 percent. The number of new full-time faculty is expected to be 70.3, offset by a loss of 80.5 for a net decrease of 10.3. Ten institutions are reporting the lose faculty members that range from one to 16 positions. Oklahoma State University is reporting the highest lose of the number of faculty positions for FY12. The number of adjunct faculty in the system is projected to decrease by 61 (1.2 percent) to 5,212 compared to 5,273 in FY11. Institutions are planning to offer over 3,157 additional course sections in fall 2011, an increase of 7.7 percent. 34FY12 Summary and Analysis MANDATORY COSTS Mandatory Costs for FY12 are shown in the table below. Type of Mandatory Cost Mandatory Costs Health, Dental, and Other Insurance $13,200,477 OTR & Other Retirement Programs $3,536,679 Professional Services $615,614 Risk Management Insurance FY11 FY12 $425,225 Property Insurance $261,790 $166,850 Directors and Officers $57,713 $39,700 Tort Liability $41,850 $80,189 Aircraft Insurance $123,343 $16,812 Vehicle Insurance $23,329 $31,627 Other Insurance $46,551 $90,047 Transfers and Other Disbursements $1,000 Utilities - Gas, Electric, Water, Telephone $2,622,312 Travel -$2,666 Supplies and Other Current Expense $1,792,307 Property and Equipment $7,919,588 Maintaining Library Periodicals & Subscriptions $605,933 Scholarships $1,303,888 Total $32,020,326 State Regents’ staff polled institutions in the early fall for estimates of increases of mandatory costs for FY12 as part of the budget needs determination. The budgets presented here for approval indicate approximately $32 million increase in mandatory costs. As previously reported, institutions received a decrease of $58.2 million (-5.8%) in state appropriations for operations. Funding for these mandatory costs will be made up primarily from reallocations, as well as from tuition and other revenue. 35FY12 Summary and Analysis SALARIES AND BENEFITS Of the 17,884 continuing employees, 7,303 (40.8 percent) will receive some type of salary increase in FY12, all relating to contractual obligations. For those employees receiving a salary increase, the increase will average less than one percent and it ranges from 0.01 percent at Northern Oklahoma College to 5.3 percent at Connors State College. Fifteen of the 35 institutions and constituent agencies reported a salary increase related to contractual obligations for at least one employee for FY12. The FY12 salary increases by classification range from 0.5 percent to 10.7 percent for six presidents’ contractual obligations, 1.3 percent for faculty, 1.4 percent for administrative/professional staff, and 1.6 percent for classified staff. The average salary increase for all employee classifications is 0.74 percent. Summary of Continuing Employees Pay Changes for FY2012 Classification Total Number of Continuing Employees Number of Employees Receiving Decrease Number of Employees Not Receiving Raise Number of Employees Receiving Raise Presidents 28 0 21 7 Percentage 100.00% 0.00% 75.00% 25.00% Faculty 5,983 16 3,724 2,244 Percentage 100.00% 0.27% 62.24% 37.50% Professional 5,771 2 3,464 2,305 Percentage 100.00% 0.03% 60.02% 39.94% Other Staff 6,102 1 3,354 2,747 Percentage 100.00% 0.02% 54.97% 45.02% Total 17,884 19 10,563 7,303 Percentage 100.00% 0.11% 59.06% 40.83% *Contractual obligations 36FY12 Summary and Analysis Growth in Salaries and Benefits Amounts budgeted for salaries will increase from $979.9 million in FY11 to $1,001.7 billion in FY12, an increase of $40.8 million (3.1 percent) and represent 47.5 percent of the budget. Amounts budgeted for benefits will increase from $348.3 million in FY11 to $367.3 million in FY12, an increase of $19 million (5.5 percent) and represent 17.4 percent of the budget. The total amount budgeted for the salaries and wages and benefits categories of the budget decreased from 65.5 percent of the total budget in FY11 to 65.0 percent of the total budget in FY12. Since FY88, the rate of growth in benefits expenditures has been approximately two and a half times the growth rate of salaries. Benefits have increased 550.7 percent over the past 24 years, compared to 204.3 percent in salaries. This growth is attributable to steep increases in health insurance costs beginning in the early part of the decade and continuing to be a concern through the current year. The period has also seen substantial increases to the Oklahoma Teachers’ Retirement System. Total compensation (salaries and benefits) as a percentage of total budgets has declined from 78.3 percent in FY88 to 65.0 percent in FY12. The Teachers Retirement System contribution calculation changed in FY08, in FY09, FY10 and F11, but in FY12 the calculations will remain at the same percentages as contributed in FY11 with the exceptions of the federal matching contribution rate. All Teachers Retirement clients will continue to contribute 7% on annual compensation. The employer matching contribution rate will increase to 7.0% for salaries paid by federal or private grants The employer contribution rate for two-year schools will remain unchanged at 9.5% The employer contribution rate for four-year regional universities and comprehensive universities remains at 8.55% the same as was contributed in FY2011. 37FY12 Summary and Analysis TOTAL COMPENSATION As a Percent of E&G I Total Budget Year Fringe Benefits Budgeted Total Salaries (Teaching, Professional, Other) TOTAL Compensation Total Budget Compensation % of Budget FY88 56,447,282 329,138,053 385,585,335 492,591,057 78.3% FY89 70,470,723 369,028,884 439,499,607 565,515,647 77.7% FY90 82,864,771 400,605,657 483,470,428 616,567,152 78.4% FY91 97,198,127 430,602,599 527,800,726 665,776,818 79.3% FY92 108,237,608 453,692,722 561,930,330 718,628,057 78.2% FY93 114,835,322 463,993,590 578,828,912 743,833,362 77.8% FY94 112,055,503 466,931,390 578,986,893 743,670,165 77.9% FY95 114,854,094 478,675,051 593,529,145 798,653,989 74.3% FY96 122,422,838 500,441,419 622,864,257 840,218,526 74.1% FY97 142,375,321 529,649,236 672,024,557 916,400,636 73.3% FY98 149,117,517 566,592,600 715,710,117 991,796,017 72.2% FY99 162,188,552 593,329,386 755,517,938 1,047,372,472 72.1% FY00 168,178,265 616,556,247 784,734,512 1,097,944,785 71.5% FY01 182,013,611 652,553,134 834,566,745 1,170,223,541 71.3% FY02 196,801,184 685,710,337 882,511,521 1,242,038,223 71.1% FY03 210,698,052 695,541,787 906,239,839 1,275,075,425 71.1% FY04 217,617,821 676,365,132 893,982,953 1,304,180,886 68.5% FY05 235,874,810 733,794,199 981,250,724 1,401,863,796 70.0% FY06 257,311,856 789,895,994 1,060,327,205 1,528,930,962 69.4% FY07 277,522,462 862,361,121 1,139,883,583 1,695,785,007 67.2% FY08 305,307,266 911,396,890 1,216,704,156 1,814,734,574 67.0% FY09 322,947,731 965,259,132 1,288,206,863 1,928,450,183 66.8% FY10 335,425,167 975,687,842 1,311,113,009 1,977,862,971 66.3% FY11 348,264,957 979,937,911 1,328,202,868 2,028,807,312 65.5% FY12 367,325,426 1,001,693,740 1,369,019,167 2,107,076,815 66.2% % Inc FY88-FY12 550.7% 204.3% 255.09% 327.8% SOURCE: Annual E&G Budget Summary & Analysis Reports, FY88 - FY12, State Regents. 380% 50% 100% 150% 200% 250% 300% 350% 400% 450% 500% 550% 600% Total Salaries Fringe Benefits Total E&G I Budget 204.3% 550.7% 327.8% PERCENT INCREASE IN SALARIES, BENEFITS, AND TOTAL BUDGETFY88 TO FY12 39FY12 Summary and Analysis ADMINISTRATIVE COSTS The State Regents’ FY12 Budget Principles state that institutions’ administrative expenditures budgeted under the Institutional Support function should comply with the following caps: OU and OSU .................................................................................................................. 10% OU-HSC, Law, Veterinary Medicine, OSU Center for Health Sciences ...................... 13% Four-Year Universities (enrollments above 3,500 FTE) ............................................... 13% Four-Year Universities (enrollments below 3,500 FTE) ............................................... 16% Two-Year Colleges & Technical Branches above 3,500 FTE ...................................... 13% Two-Year Colleges & Technical Branches below 3,500 FTE ...................................... 16% The budgetary caps are pegged to national and regional norms for this expenditure function. For FY12 all institutional budgets are in compliance with their respective percentage above for administrative expenditures for institutional support. OU-Tulsa has an institutional support budget that comprises 12.8 percent of the total. The OU-Tulsa budget does not reflect all of the instructional expenses of that campus, as for accreditation purposes, the instructional costs for the Center for Health Sciences in Tulsa are included with the instructional costs at the OU Health Sciences Center in Oklahoma City. Because the instructional costs are understated, the administration share is correspondingly larger. OSU-Tulsa, which has a unique function and is therefore not easily compared to other institutions, has an institutional support budget that comprises 13.3 percent of the total. The institutional support function system-wide as a percent of the total budget remains at 7.8 percent for FY12, the same percentage as in FY11. 40FY12 Summary and Analysis FY12 ADMINISTRATIVE COSTS BUDGET CAPS Cap Category/ Institution Institutional Support (incl. data processing) Percent of Total Budget OU, OSU 10.0% OU (OU Law = 2.3; OU-Tulsa, 12.8) 4.6% OSU (OSU, Tulsa = 13.3) 4.5% Health Sciences Center, Vet Med, OSU-CHS 13.0% OUHSC 12.9% OSU VET MED 2.2% OSU-CHS 8.1% Four-Year Universities (FTE enrollments above 3,500) 13.0% UCO 7.6% ECU 8.9% NSU 8.6% SEOSU 7.9% SWOSU 7.6% Cameron 9.9% Four-Year Universities (enrollments below 3,500) 16.0% NWOSU 7.0% Langston 11.6% OPSU 11.8% Rogers State University 11.0% USAO 13.9% Community Colleges and Technical Branches (enrollments above 3,500) 13.0% OCCC 12.6% Rose 12.1% TCC 12.9% Community Colleges and Technical Branches (enrollments below 3,500) 16.0% CASC 8.9% CSC 15.1% EOSC 14.9% MSC 11.7% NEOAMC 12.7% NOC 8.5% Redlands 13.3% Seminole 12.4% WOSC 10.7% OSU, OKC 11.0% OSU, Okmulgee 9.5% 41FY12 Summary and Analysis TUITION WAIVERS State Regents’ policy authorizes institutions to grant tuition waivers for resident students in an amount up to 3.5 percent of the current year primary Educational and General Budget. A total of $71.2 million is authorized for these resident tuition waivers in FY12. The budgeted amount is $49.4 million, which represents 69.4 percent of the authorized amount. The budgeted amount as a percentage of the authorized amount varies from 5.1 percent at the University of Oklahoma--Tulsa to 100 percent at Oklahoma State University. The University of Oklahoma has budgeted 80.0 percent. The University of Oklahoma at Tulsa and Oklahoma State University College of Veterinary Medicine budgeted no funding for resident tuition waivers. Sixteen institutions budgeted at least 75 percent of their authorized amount. Resident tuition waivers outside the 3.5 percent limit increased by $1,800,000 (12.8 percent) to a total of $16.0 million. Total resident tuition waivers, subject to the 3.5% limitation, are budgeted to increase by $1.7 million (3.8 percent) to $49.4 million. Nonresident tuition waivers are budgeted to increase by $4.1 million (5.2 percent) to $83.1 million. Total resident and nonresident tuition waivers are budgeted to increase by $7.7 million (5.5 percent) to $148.5 million. Waivers for graduate and research assistant compensation are expected to increase by approximately $1.3 million (4.6 percent) to $31.3 million, as the research universities attempt to maintain their competitive position in attracting qualified graduate students. For FY12, OU has budgeted $12.6 million for these waivers, an increase of $624,388 (5.2 percent). OSU will increase these waivers from $15.9 million to $16.6 million, an increase of $764,728 (4.8 percent). Constituent agencies that offer professional programs do not normally grant tuition waivers to the same extent as institutions. Total tuition waivers and scholarships paid from institutions’ E&G Budgets are projected to increase from $157.4 million in FY11 to $167.1 million in FY12, an increase of $9.7 million (6.2 percent). 42Oklahoma State Regents for Higher Education TUITION WAIVERS FOR FY2012 TUITION WAIVERS 3.5%, NONRESIDENT TUITION WAIVERS AND RESIDENT WAIVERS EXEMPT FROM THE 3.5% LIMITATION Institution Total FY2012 E&G Budget FY2012 Authorized Tuition Waivers FY2011 Tuition Waivers Budgeted at 3.5% FY2012 Tuition Waivers Budgeted at 3.5% Percent Increased From FY2011 to FY2012 FY2012 Percent of Authorized Amount Budgeted FY2011 Nonresident Tuition Waivers Budgeted FY2012 Nonresident Tuition Waivers Budgeted Percent Increased From FY2009 to FY2012 FY2011 Tuition Waivers Budgeted Outside 3.5% FY2012 Tuition Waivers Budgeted Outside 3.5% Percent Increased From FY2011 to FY2012 FY2011 Total Tuition Waivers Budgeted FY2012 Total Tuition Waivers Budgeted Percent Increased From FY2011 to FY2012 FY2012 Total % of E&G Budget OU 426,398,488 14,923,947 11,448,500 11,935,115 4.3% 80.0% 19,083,900 20,600,635 7.9% 4,512,000 4,631,988 2.7% 35,044,400 37,167,738 6.1% 8.7% OSU 352,242,042 12,328,471 11,686,514 12,327,125 5.5% 100.0% 25,027,679 27,639,346 10.4% 3,450,552 3,794,374 10.0% 40,164,745 43,760,845 9.0% 12.4% Comp Tier: 778,640,530 27,252,419 23,135,014 24,262,240 4.9% 89.0% 44,111,579 48,239,981 9.4% 7,962,552 8,426,362 5.8% 75,209,145 80,928,583 7.6% 10.4% UCO 143,818,006 5,033,630 3,377,115 3,489,746 3.3% 69.3% 1,554,456 1,607,121 3.4% 895,023 1,120,959 25.2% 5,826,594 6,217,826 6.7% 4.3% ECU 41,150,225 1,440,258 1,332,878 1,423,552 6.8% 98.8% 750,000 900,000 20.0% 350,000 360,000 2.9% 2,432,878 2,683,552 10.3% 6.5% NSU 83,080,927 2,907,832 2,349,150 2,464,000 4.9% 84.7% 1,627,250 1,707,000 4.9% 705,000 740,000 5.0% 4,681,400 4,911,000 4.9% 5.9% NWOSU 23,608,292 826,290 780,000 807,300 3.5% 97.7% 2,390,000 2,727,320 14.1% 204,630 352,565 72.3% 3,374,630 3,887,185 15.2% 16.5% SEOSU 43,296,798 1,515,388 944,063 1,004,334 6.4% 66.3% 5,510,429 5,802,159 5.3% 221,432 235,554 6.4% 6,675,924 7,042,047 5.5% 16.3% SWOSU 50,500,000 1,767,500 1,981,773 1,444,983 -27.1% 81.8% 2,000,000 2,650,000 32.5% 257,758 440,000 70.7% 4,239,531 4,534,983 7.0% 9.0% CU 46,814,415 1,638,505 1,259,000 1,347,130 7.0% 82.2% 4,100,000 2,500,000 -39.0% 300,000 320,870 7.0% 5,659,000 4,168,000 -26.3% 8.9% LU 35,248,853 1,233,710 473,435 445,800 -5.8% 36.1% 854,700 854,700 0.0% 11,665 39,300 236.9% 1,339,800 1,339,800 0.0% 3.8% OPSU 17,164,013 600,740 260,464 272,300 4.5% 45.3% 3,466,777 3,528,045 1.8% 28,382 35,000 23.3% 3,755,623 3,835,345 2.1% 22.3% RSU 33,936,698 1,187,784 800,000 830,000 3.8% 69.9% 800,000 850,000 6.3% 200,000 220,000 10.0% 1,800,000 1,900,000 5.6% 5.6% USAO 12,335,068 431,727 411,311 404,148 -1.7% 93.6% 383,844 383,844 0.0% 6,982 6,982 0.0% 802,137 794,974 -0.9% 6.4% 4-yr Tier: 530,953,295 18,583,365 13,969,189 13,933,293 -0.3% 75.0% 23,437,456 23,510,189 0.3% 3,180,872 3,871,230 21.7% 40,587,517 41,314,712 1.8% 7.8% CASC 12,400,432 434,015 333,105 427,260 28.3% 98.4% 692,871 751,941 8.5% 66,711 64,522 -3.3% 1,092,687 1,243,723 13.8% 10.0% CSC 12,626,653 441,933 290,000 300,000 3.4% 67.9% 254,945 254,945 0.0% 63,403 55,377 -12.7% 608,348 610,322 0.3% 4.8% EOSC 11,084,602 387,961 304,104 311,000 2.3% 80.2% 136,000 155,000 14.0% 25,000 25,000 0.0% 465,104 491,000 5.6% 4.4% MSC 13,299,048 465,467 400,000 400,000 0.0% 85.9% 120,000 120,000 0.0% 200,000 200,000 0.0% 720,000 720,000 0.0% 5.4% NEOAMC 16,248,007 568,680 344,087 370,500 7.7% 65.2% 1,466,930 1,584,300 8.0% 130,184 120,000 -7.8% 1,941,201 2,074,800 6.9% 12.8% NOC 24,447,668 855,668 650,375 705,657 8.5% 82.5% 307,755 333,915 8.5% 432,265 469,008 8.5% 1,390,395 1,508,580 8.5% 6.2% OCCC 64,268,863 2,249,410 1,374,762 1,673,348 21.7% 74.4% 657,300 792,609 20.6% 367,938 469,632 27.6% 2,400,000 2,935,590 22.3% 4.6% RCC 11,616,240 406,568 176,562 266,154 50.7% 65.5% 344,906 114,066 -66.9% 643,517 714,304 11.0% 1,164,985 1,094,524 -6.0% 9.4% ROSE 35,824,815 1,253,869 1,041,260 1,033,138 -0.8% 82.4% 9,265 7,969 -14.0% 190,465 170,360 -10.6% 1,240,990 1,211,467 -2.4% 3.4% SSC 11,247,133 393,650 321,358 326,014 1.4% 82.8% 300,000 300,000 0.0% 67,563 56,251 -16.7% 688,921 682,265 -1.0% 6.1% TCC 112,077,899 3,922,726 2,200,000 1,711,903 -22.2% 43.6% 0 5,750 0 482,347 2,200,000 2,200,000 0.0% 2.0% WOSC 14,374,596 503,111 300,000 300,000 0.0% 59.6% 2,000,000 2,000,000 0.0% 115,000 125,000 8.7% 2,415,000 2,425,000 0.4% 16.9% 2-yr Tier: 339,515,956 11,883,058 7,735,613 7,824,974 1.2% 65.8% 6,289,972 6,420,495 2.1% 2,302,046 2,951,801 28.2% 16,327,631 17,197,271 5.3% 5.1% TB OKC 27,209,002 952,315 840,000 875,000 4.2% 91.9% 0 0 #DIV/0! 0 0 #DIV/0! 840,000 875,000 4.2% 3.2% TB OKM 30,381,166 1,063,341 350,000 539,800 54.2% 50.8% 1,300,000 1,100,000 -15.4% 150,000 160,200 6.8% 1,800,000 1,800,000 0.0% 5.9% Tech Br: 57,590,168 2,015,656 1,190,000 1,414,800 18.9% 70.2% 1,300,000 1,100,000 -15.4% 150,000 160,200 6.8% 2,640,000 2,675,000 1.3% 4.6% 0 OUHSC 186,411,603 6,524,406 566,222 900,000 58.9% 13.8% 2,485,778 2,485,778 0.0% 615,000 615,000 0.0% 3,667,000 4,000,778 9.1% 2.1% OULAW 16,650,113 582,754 450,000 450,000 0.0% 77.2% 1,100,000 1,100,000 0.0% 0 0 0.0% 1,550,000 1,550,000 0.0% 9.3% OU Tulsa 13,361,788 467,663 24,000 24,000 0.0% 5.1% 208,500 208,500 0.0% 0 0 0.0% 232,500 232,500 0.0% 1.7% VET MED 28,119,920 984,197 0 0 0.0% 0.0% 0 0 0.0% 0 0 0.0% 0 0 0.0% 0.0% OSU-CHS 59,799,696 2,092,989 260,000 360,000 38.5% 17.2% 0 0 0.0% 0 0 0.0% 260,000 360,000 38.5% 0.6% OSU TULSA 24,526,714 858,435 325,000 275,000 -15.4% 32.0% 0 0 0.0% 0 0 0.0% 325,000 275,000 -15.4% 1.1% Const: 328,869,834 11,510,444 1,625,222 2,009,000 23.6% 17.5% 3,794,278 3,794,278 0.0% 615,000 615,000 0.0% 6,034,500 6,418,278 6.4% 2.0% TOTAL 2,035,569,783 71,244,942 47,655,038 49,444,307 3.8% 69.4% 78,933,285 83,064,943 5.2% 14,210,470 16,024,593 12.8% 140,798,793 148,533,844 5.5% 7.3% 43FY12 Summary and Analysis FACULTY AND STAFF Faculty Colleges and universities are projecting an increase of approximately 4,163 new students (2.1 percent) and enrollment growth of 3,329 full-time-equivalent (FTE) students (2.3 percent) for the 2011 fall semester. Institutions likewise expect to offer over 3.157 additional course sections, an increase of 7.7 percent. Seventy new FTE faculty positions have been established at nineteen system institutions and agencies for FY12. The gains are offset by a decrease of 80.5 faculty positions, for a net decrease of 10.3 positions at a projected savings of approximately $1,064,468. Institutions are reporting a decrease of 61 adjunct faculty system-wide. This represents a 1.2 percent decrease. Staff Institutions reported a net gain of 28.6 professional staff positions for FY12 at a projected cost of approximately $1,700,745. Institutions reported a net gain of 28.0 classified staff positions for FY12 at a projected cost of approximately $793,501. A summary of the new faculty positions is shown in the following tables. 44FY12 Summary and Analysis Change in Faculty Positions Change in Faculty Positions by Rank Rank FTE Salary Professors (0.8) (383,045) Associate Professors (8.7) (1,079,508) Assistant or Associate Professors (1.0) (45,599) Assistant Professors 2.2 309,308 Instructors (7.1) (493,473) Lecturers (1.0) (52,151) Others with Faculty Rank 6.0 680,000 Total (10.3) (1,064,468) Change in Faculty Positions by Institution Institution FTE Salary OU (3.0) (268,420) OUHSC 4.0 385,000 OU LAW - - OU Tulsa - - OSU (16.0) (1,664,890) OSUAGEXP - - OSUCOOPEXT - - OSUVET - - OSU-CHS 1.0 300,000 OSUTBOKC - - OSUTBOKM 2.0 131,404 OSU-TULSA - - UCO 3.0 120,310 East Central 1.0 40,000 Northeastern 3.4 263,408 Northwestern 2.0 118,369 Southeastern (2.0) (98,602) Southwestern (6.7) (345,285) Cameron (1.0) (25,000) Langston 3.4 242,274 Panhandle (3.3) (130,567) Rogers 1.0 21,200 USAO 1.0 32,000 CASC - - CSC - - EOSC (1.0) (44,568) MSC (2.0) (165,000) NEOA&M (4.0) (213,340) NOC (3.0) (152,899) OCCC - - Redlands 6.5 255,198 Rose 0.5 24,425 SSC 1.0 20,668 TCC 1.0 49,847 WOSC 1.0 40,000 Total New Faculty (10.3) (1,064,468) 45FY12 Summary and Analysis Changes in Faculty Positions by Field of Study CIP Classification of Instructional Programs FTE Change $ Change 1 Agriculture, Agriculture Operations & Related Sciences 0.8 18,043 3 Natural Resources & Conservation 0.0 - 4 Architecture & Related Services -0.5 (21,669) 5 Area, Ethnic, Cultural & Gender Studies 1.0 70,105 9 Communication, Journalism & Related Programs 2.0 99,847 11 Computer & Information Sciences & Support Services -1.5 (135,000) 12 Personal and Culinary Services -1.0 (37,457) 13 Education -1.0 (51,197) 14 Engineering -8.5 (1,087,380) 15 Engineering Technologies/Technicians 1.0 63,592 16 Foreign Languages, Literatures & Linguistics 1.0 66,000 19 Family and Consumer Sciences/ Human Sciences -7.0 (495,396) 21 Technology Education/Industrial Arts 0.0 - 22 Legal Professions & Studies 0.0 - 23 English Language & Literature/Letters 2.0 41,750 24 Liberal Arts & Sciences, General Studies & Humanities 1.5 92,307 25 Library Science 1.0 46,518 26 Biological & Biomedical Science 1.0 40,000 27 Mathematics & Statistics 0.0 (8,599) 30 Multi/Interdisciplinary Studies -1.0 (46,125) 31 Parks, Recreation, Leisure & Fitness Studies -8.6 (392,096) 32 Basic Skills and Developmental/Remedial Education 1.0 41,097 34 Health-Related Knowledge & Skills 1.0 56,000 36 Leisure and Recreational Activities -1.0 (46,703) 38 Philosophy & Religious Studies 1.0 60,000 39 Theology and Religious Vocations 0.0 - 40 Physical Sciences -3.5 (193,972) 41 Science Technologies/Technicians 0.0 - 42 Psychology 1.0 113,000 43 Homeland Security, Law Enforcement, Firefighting 1.0 45,432 44 Public Administration and Social Service Professions 0.0 - 45 Social Sciences 0.0 9,168 46 Construction Trades 0.0 - 47 Mechanic & Repair Technologies/Technicians 0.0 11,404 49 Transportation & Materials Moving 0.0 - 50 Visual & Performing Arts 1.5 20,157 51 Health Professions & Related Clinical Sciences 10.5 989,559 52 Business, Management, Marketing & Related Support Services -6.0 (430,010) 54 History 1.6 48,600 Other -0.5 (51,443) Total -10.25 (1,064,468) 46FY12 Summary and Analysis FY11 Motor Pool/Fleet Management Report The motor pool/fleet management summary report is included in the E&G Summary and Analysis Report as a means to annually document this data for accountability and transparency. The vehicles reported in this report include buses, trucks, vans, utility and passenger vehicles owned by the state system institutions. The summary chart is included with data reported by individual institution. In FY11 there were 2,148 vehicles under management at our institutions. Trucks, vans and utility vehicles accounted for 39 percent of total, while 47 percent are passenger vehicles. These vehicles averaged for the system maintenance costs of $1,503 per vehicle. The average fleet age for the system is eleven years and ranges from three years to 19 years. 47Table 1: Summary Information on Vehicle Ownership Bus 1 University of Oklahoma 100 27 257 36 420 47,100 2003 $638,639 2 OU - Health Sciences Center 67 7 72 1 147 50,025 2008 $65,008 3 Oklahoma State University (Main) 469 29 32 54 584 70,386 2002 $1,890,171 4 University of Central Oklahoma 20 5 49 2 76 55,566 1999 $52,395 5 East Central Oklahoma 15 2 45 6 68 68,702 2000 $18,849 6 Northwestern Oklahoma State 25 1 21 2 49 124,640 1997 $6,012 7 Southeastern Oklahoma State 29 29 0 1 59 105,772 1995 $57,152 8 Southwestern Oklahoma State 21 2 71 0 94 87,824 1998 $1,305 9 Cameron University 16 2 28 5 51 52,823 2001 $32,282 10 Langston University 14 7 24 1 46 98,181 1997 $22,887 11 Northeastern State University 18 3 9 3 33 71,805 2005 $17,650 12 Panhandle State University 6 5 22 0 33 111,317 2000 $27,697 13 Rogers State University 16 2 28 1 47 117,428 1999 $6,090 14 University of Sciences and Arts of Ok. 23 0 7 4 34 106,374 1998 $8,115 15 Carl Albert State College 11 0 5 1 17 104,492 2004 $17,665 16 Connors State College 20 0 13 2 35 117,009 2004 $7,074 17 Eastern Oklahoma State College 17 0 19 2 38 129,938 1998 $3,737 18 Murray State College 10 2 16 2 30 181,782 2001 $17,071 19 Northeastern A&M 26 17 0 3 46 117,530 1997 $20,712 20 Northern Oklahoma College 21 0 39 5 65 96,123 1999 $214,389 21 Oklahoma City Community College 4 2 18 0 24 61,389 2005 $34,416 22 Redlands Community College 13 0 7 0 20 134,616 2003 $13,781 23 Rose State College 11 3 11 3 28 78,609 1997 $17,511 24 Seminole State College 7 5 4 16 170,144 1999 $6,117 25 Tulsa Community College 15 0 36 0 51 84,493 1998 $17,884 26 Western Oklahoma College 6 6 5 6 23 79,418 2000 $9,178 27 Quartz Mountain Arts & Conf. Ctr. 8 1 5 0 14 150,727 1992 $4,012 Totals 1008 157 839 144 2148 $3,227,798 Averages $1,503 1 SUV is an acronym for Sport Utility Vehicle 2 TUV is an acronym for Truck, Utility, Van. Average Odometer Reading Average Age of Fleet FY11 Maintenance Costs Oklahoma State Regents for Higher Education FY2011 Motor Pool/Fleet Management Report Summary Institution Passenger SUV(1) TUV (2) Total 48FY12 Summary and Analysis EXTERNAL FUNDS – SPONSORED BUDGETS For FY12, the Educational and General Budget, Part II, comprising externally funded projects, is $516 million. The two research universities and their constituent agencies made up 58.7 percent of the E&G-I Budget; they account for considerably more of the total system sponsored budget, 78.8 percent. The E&G Budget, Part II, increased by $9.3 million (1.8 percent) from $506.7 million in FY11 to $516 million in FY12. Federal funds are still the largest source of revenue for the FY12 sponsored budget at $267.4 million or 51.8 percent of the total, up slightly from 51.6 percent in FY11. The State of Oklahoma provides 19.4 percent of the revenue in this category. FY12 Sources of Sponsored Budgets Budgeted Carryover, $2.8State Agencies, $100.9 County & Local , $0.2 Dept. of Agriculture, $25.8 Dept. of Education, $47.0 National Institutes of Health, $48.6 National Science Foundation, $30.4 Dept. of Defense, $9.0 Other Federal Agencies, $106.3 Private Foundations, $20.4 Other Sources, $109.5 Private Business & Industry, $12.9 Uses of Sponsored Budgets Uses of sponsored revenue funds are substantially for research and public service, 45.7 percent and 26 percent of the total sponsored budget respectively. Since FY96, sponsored research in The State System has shown an increase of 165.5 percent. Research has become a target area for improvement in The State System with investments in the Oklahoma EPSCoR program, incentive programs, and in large research investments with multiple funding sources. Sponsored research increased from $233.8 million in FY11 to $236 million in FY12, an increase of $2.2 million (0.9 percent). 49FY12 Summary and Analysis It is noteworthy that, in general, at the research universities, the sponsored budget for research is considerably larger than the primary (E&G-Part I) budget for research, totaling $236 million (45.7 percent) compared to $100.8 million (4.8 percent). Return on Investment of State-Funded Research Overall, an investment of $100.8 million in the research university state dollars for research yields an approximate 2.3 to 1 return in the form of externally funded research, as shown in the following table. At some entities, the return is substantially greater. For example, OU Health Sciences Center invests only $3.5 million, yielding a return of $60.4 million, a 17.3 to one return and the University of Oklahoma invests $16.9 million, yielding a return of $90.8 million, a five to one return. Southeastern Oklahoma State University also yields approximately 7.5 times the return on their investment. NOTE: Totals may not add due to rounding. Externally Funded Research State-Funded Research Return on Investment University of Oklahoma $90.7 $16.9 5.4:1 OU Health Sciences Center $60.4 $3.5 17.3:1 OU - Tulsa - $.104 - Oklahoma State University $27.4 $34.3 .8:1 OSU - College of Veterinary Medicine $9.8 $5.5 1.8:1 OSU - Agriculture Experimental Station $37.4 $33.1 .9:1 OSU - Center for Health Sciences $.555 $2.8 .2:1 OSU - Tulsa $.120 $.437 .3:1 University of Central Oklahoma $.681 $.638 1.1:1 East Central University $.100 $.297 .3:1 Northeastern State University $1.2 $.904 1.3:1 Northwestern Oklahoma State University - $.103 - Southeastern Oklahoma State University $.580 $.077 7.5:1 Southwestern Oklahoma State University $.553 $.203 2.7:1 Cameron University $.147 $.132 1.1:1 Langston University $6.3 $1.5 4.2:1 University of Science & Arts $.007 $.188 .04:1 Northern Oklahoma College - $.073 - Total $236.0 $100.8 2.3:1 50FY12 Summary and Analysis [This page intentionally left blank.] 51Tota TABLE 1 The Oklahoma State System of Higher Education EDUCATIONAL AND GENERAL PRIMARY BUDGET - PART I FY2012 Institution FT2012 State Appropriated Funds Operations FT2012 State Appropriated Funds Contracts, Grants & Reimbursements FT2012 Total State Appropriations FT2012 Revolving Funds FT2012 Federal Stimulus ARRA Funds FT2012 Total Primary Budgets Colleges & Universities: University of Oklahoma 133,775,555 324,527 134,100,082 292,298,406 - 426,398,488 Oklahoma State University 120,000,386 962,648 120,963,034 231,279,008 - 352,242,042 University of Central Oklahoma 52,120,399 502,537 52,622,936 91,195,070 - 143,818,006 East Central University 17,262,598 88,607 17,351,205 23,799,020 - 41,150,225 Northeastern State University 36,329,841 343,956 36,673,797 46,407,130 - 83,080,927 Northwestern Oklahoma State University 9,991,455 69,903 10,061,358 13,546,934 - 23,608,292 Southeastern Oklahoma State University 18,477,200 112,307 18,589,507 24,707,291 - 43,296,798 Southwestern Oklahoma State University 22,353,592 121,970 22,475,562 28,024,438 - 50,500,000 Cameron University 21,345,581 294,501 21,640,082 25,174,333 - 46,814,415 Langston University 18,362,071 1,369 18,363,440 16,885,413 - 35,248,853 Oklahoma Panhandle State University 7,109,670 107,329 7,216,999 9,947,014 - 17,164,013 Rogers State University 13,689,140 246,449 13,935,589 20,001,109 - 33,936,698 University of Science & Arts of Okla 7,295,609 132,001 7,427,610 4,907,458 - 12,335,068 Carl Albert State College 6,199,594 190,992 6,390,586 6,009,846 - 12,400,432 Connors State College 6,680,531 336,405 7,016,936 5,609,717 - 12,626,653 Eastern Oklahoma State College 6,457,267 67,623 6,524,890 4,559,712 - 11,084,602 Murray State College 5,642,667 160,865 5,803,532 7,495,516 - 13,299,048 Northeastern Oklahoma A&M College 8,772,815 61,638 8,834,453 7,413,554 - 16,248,007 Northern Oklahoma College 10,476,041 132,883 10,608,924 13,838,744 - 24,447,668 Oklahoma City Community College 24,399,274 254,975 24,654,249 39,614,614 - 64,268,863 Redlands Community College 5,875,459 372,598 6,248,057 5,368,183 - 11,616,240 Rose State College 20,460,760 138,852 20,599,612 15,225,203 - 35,824,815 Seminole State College 5,870,410 422,835 6,293,245 4,953,888 - 11,247,133 Tulsa Community College 35,569,791 484,165 36,053,956 76,023,943 - 112,077,899 Western Oklahoma State College 5,626,900 126,000 5,752,900 8,621,696 - 14,374,596 Total, Colleges and Universities: 620,144,606 6,057,935 626,202,541 1,022,907,241 - 1,649,109,782 Constituent Agencies: OU Health Sciences Center 91,137,796 - 91,137,796 95,273,807 - 186,411,603 OU Law Center 5,855,113 - 5,855,113 10,795,000 - 16,650,113 OU Tulsa 8,090,784 121,982 8,212,766 5,149,022 - 13,361,788 OSU Agriculture Experiment Station 26,137,061 - 26,137,061 7,000,000 - 33,137,061 OSU Cooperative Extension Service 28,567,750 - 28,567,750 9,802,221 - 38,369,971 OSU Center for Veterinary Medicine 10,673,695 - 10,673,695 17,446,225 - 28,119,920 OSU Center for Health Sciences 13,857,912 6,200,000 20,057,912 39,741,784 - 59,799,696 OSU Technical Branch, Oklahoma City 10,920,700 232,802 11,153,502 16,055,500 - 27,209,002 OSU Technical Branch, Okmulgee 14,182,402 213,702 14,396,104 15,985,062 - 30,381,166 OSU Tulsa 11,148,707 - 11,148,707 13,378,007 - 24,526,714 Total, Constituent Agencies: 220,571,920 6,768,486 227,340,406 230,626,628 - 457,967,034 l Colleges, Universities, and Constituent Agencies: 840,716,526 12,826,421 853,542,947 1,253,533,869 - 2,107,076,816 FY12 Summary and Analysis 52TABLE 2 The Oklahoma State System of Higher Education INSTITUTIONS' EDUCATIONAL AND GENERAL PRIMARY BUDGETS, BY SOURCE FY2012 State Appropriated Organized State Appropriated Income Income - Grants, Contracts & Local Appropriated Nonresident Total Tuition & Gifts, Endowments Grants and Sales & Services of Educational Activities Related to Educational Technical Federal Stimulus Budgeted Total Allocated and Institution Operations Reimbursements Income Resident Tuition Tuition Student Fees Student Fees and Bequests Contracts Departments Departments Education Funds Other Income ARRA Funds Carryover Funds Budgeted OU 133,775,555 324,527 0 71,565,838 66,501,795 76,372,830 214,440,463 14,097,327 12,156,192 14,631,049 0 0 36,973,375 0 0 426,398,488 OUHSC 91,137,796 0 0 31,761,796 9,125,319 12,157,066 53,044,181 12,745,882 10,350,888 0 0 0 19,132,856 0 0 186,411,603 OULAW 5,855,113 0 0 7,520,000 1,824,000 694,000 10,038,000 642,000 0 0 115,000 0 0 0 0 16,650,113 OU Tulsa 8,090,784 121,982 0 3,255,429 610,469 1,283,124 5,149,022 0 0 0 0 0 0 0 0 13,361,788 OSU 120,000,386 962,648 0 53,130,417 70,983,578 51,919,213 176,033,208 9,516,362 16,903,679 121,076 4,584,360 0 22,850,827 0 1,269,496 352,242,042 AG EXP 26,137,061 0 0 0 0 0 0 0 0 0 0 0 0 0 7,000,000 33,137,061 COOP EXT 28,567,750 0 0 0 0 0 0 0 0 0 0 0 4,000,000 0 5,802,221 38,369,971 OSU-CHVS 10,673,695 0 0 4,754,076 2,351,947 334,610 7,440,633 2,132,674 1,235,000 1,410,000 0 0 4,265,000 0 962,918 28,119,920 OSU-CHS 13,857,912 6,200,000 0 7,874,255 1,045,110 181,533 9,100,898 0 100,000 21,034,336 0 0 7,083,041 0 2,423,509 59,799,696 TB OKC 10,920,700 232,802 0 12,089,765 841,539 1,879,933 14,811,237 0 125 0 0 0 628,607 0 615,531 27,209,002 TB OKM 14,182,402 213,702 0 9,194,126 1,487,714 2,130,331 12,812,171 1,054,754 0 14,000 0 0 117,000 0 1,987,137 30,381,166 OSU TULSA 11,148,707 0 0 6,154,817 1,274,093 3,527,272 10,956,182 415,000 0 0 0 0 1,068,520 0 938,305 24,526,714 UCO 52,120,399 502,537 0 55,420,658 9,096,388 12,124,018 76,641,064 0 265,239 69,000 25,000 0 2,278,611 0 11,916,156 143,818,006 ECU 17,262,598 88,607 0 14,210,593 1,010,100 2,844,605 18,065,298 225,000 500,000 0 0 0 0 0 5,008,722 41,150,225 NSU 36,329,841 343,956 0 25,792,302 7,159,368 4,879,760 37,831,430 204,000 400,000 21,300 87,500 0 213,750 0 7,649,150 83,080,927 NWOSU 9,991,455 69,903 0 6,198,128 4,474,458 1,466,000 12,138,586 482,000 0 0 31,000 0 309,700 0 585,648 23,608,292 SEOSU 18,477,200 112,307 0 13,489,924 6,451,472 3,295,981 23,237,377 227,349 769,539 0 510,681 0 80,180 0 (117,835) 43,296,798 SWOSU 22,353,592 121,970 0 19,227,950 2,800,000 2,794,085 24,822,035 135,000 672,766 69,000 2,567 0 618,613 0 1,704,457 50,500,000 CU 21,345,581 294,501 0 15,091,985 2,825,000 4,728,215 22,645,200 579,902 277,269 2,000 0 0 247,665 0 1,422,297 46,814,415 LU 18,362,071 1,369 0 7,199,887 4,725,973 1,547,318 13,473,178 2,285,256 0 0 0 0 704,932 0 422,047 35,248,853 OPSU 7,109,670 107,329 0 3,581,326 3,650,410 2,159,460 9,391,196 0 0 10,000 0 0 9,240 0 536,578 17,164,013 RSU 13,689,140 246,449 0 9,700,871 996,037 4,655,642 15,352,550 0 983,012 0 0 0 0 0 3,665,547 33,936,698 USAO 7,295,609 132,001 0 3,443,448 415,844 717,000 4,576,292 100,000 0 2,000 15,000 0 11,000 0 203,166 12,335,068 CASC 6,199,594 190,992 0 3,147,547 1,209,273 940,995 5,297,815 0 437,845 0 0 217,404 56,782 0 0 12,400,432 CSC 6,680,531 336,405 0 4,164,570 379,090 535,365 5,079,025 0 100,377 25,000 0 0 123,361 0 281,954 12,626,653 EOSC 6,457,267 67,623 0 2,702,378 59,286 733,576 3,495,241 0 273,600 70,361 75,162 0 345,348 0 300,000 11,084,602 MSC 5,642,667 160,865 0 5,682,745 125,000 320,000 6,127,745 0 857,660 0 50,000 111,000 100,000 0 249,111 13,299,048 NEOAMC 8,772,815 61,638 0 4,138,850 1,685,068 1,060,600 6,884,518 0 50,914 0 29,400 0 62,000 0 386,722 16,248,007 NOC 10,476,041 132,883 0 6,976,446 578,020 5,525,729 13,080,195 0 545,480 0 0 0 0 0 213,069 24,447,668 OCCC 24,399,274 254,975 5,200,000 13,779,248 7,835,673 4,145,371 25,760,292 0 0 500,000 0 0 2,904,322 0 5,250,000 64,268,863 RCC 5,875,459 372,598 0 2,901,179 1,243,363 1,161,641 5,306,183 0 0 62,000 0 0 0 0 (0) 11,616,240 ROSE 20,460,760 138,852 275,000 12,236,803 342,800 1,956,600 14,536,203 0 26,000 0 0 0 270,000 0 118,000 35,824,815 SSC 5,870,410 422,835 0 2,965,189 390,000 1,461,000 4,816,189 0 200,000 0 0 0 100,000 0 (162,301) 11,247,133 TCC 35,569,791 484,165 35,149,780 28,852,850 2,593,215 6,846,519 38,292,584 135,544 491,491 0 0 0 1,954,544 0 0 112,077,899 WOSC 5,626,900 126,000 0 3,112,500 2,750,000 2,037,000 7,899,500 0 550,000 0 0 0 176,000 0 (3,804) 14,374,596 TOTAL 840,716,526 12,826,421 40,624,780 471,317,896 218,841,402 218,416,393 908,575,691 44,978,050 48,147,076 38,041,122 5,525,670 328,404 106,685,274 0 60,627,802 2,107,076,815 FY12 Summary and Analysis 53TABLE 3 The Oklahoma State System of Higher Education INSTITUTIONS' EDUCATIONAL AND GENERAL PRIMARY BUDGETS, PERCENTAGE DISTRIBUTION BY INCOME SOURCE FY2012 State Appropriated State Appropriated Income - Grants, Local Total Tuition & Gifts, Sales & Services of Organized Activities Related Technical Federal Stimulus Budgeted Total Institution Income - Operations Contracts & Reimbursements Appropriated Income Resident Tuition Nonresident Tuition Student Fees Student Fees Endowments and Bequests Grants and Contracts Educational Departments to Educational Departments Education Funds Other Income ARRA Funding Carryover Funds Allocated and Budgeted OU 31.4% 0.1% 0.0% 16.8% 15.6% 17.9% 50.3% 3.3% 2.9% 3.4% 0.0% 0.0% 8.7% 0.0% 0.0% 100.0% OUHSC 48.9% 0.0% 0.0% 17.0% 4.9% 6.5% 28.5% 6.8% 5.6% 0.0% 0.0% 0.0% 10.3% 0.0% 0.0% 100.0% OULAW 35.2% 0.0% 0.0% 45.2% 11.0% 4.2% 60.3% 3.9% 0.0% 0.0% 0.7% 0.0% 0.0% 0.0% 0.0% 100.0% OU Tulsa 60.6% 0.9% 0.0% 24.4% 4.6% 9.6% 38.5% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 100.0% OSU 34.1% 0.3% 0.0% 15.1% 20.2% 14.7% 50.0% 2.7% 4.8% 0.0% 1.3% 0.0% 6.5% 0.0% 0.4% 100.0% AG EXP 78.9% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 21.1% 100.0% COOP EXT 74.5% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 10.4% 0.0% 15.1% 100.0% OSU-CVHS 38.0% 0.0% 0.0% 16.9% 8.4% 1.2% 26.5% 7.6% 4.4% 5.0% 0.0% 0.0% 15.2% 0.0% 3.4% 100.0% OSU-CHS 23.2% 10.4% 0.0% 13.2% 1.7% 0.3% 15.2% 0.0% 0.2% 35.2% 0.0% 0.0% 11.8% 0.0% 4.1% 100.0% TB OKC 40.1% 0.9% 0.0% 44.4% 3.1% 6.9% 54.4% 0.0% 0.0% 0.0% 0.0% 0.0% 2.3% 0.0% 2.3% 100.0% TB OKM 46.7% 0.7% 0.0% 30.3% 4.9% 7.0% 42.2% 3.5% 0.0% 0.0% 0.0% 0.0% 0.4% 0.0% 6.5% 100.0% OSU TULSA 45.5% 0.0% 0.0% 25.1% 5.2% 14.4% 44.7% 1.7% 0.0% 0.0% 0.0% 0.0% 4.4% 0.0% 3.8% 100.0% UCO 36.2% 0.3% 0.0% 38.5% 6.3% 8.4% 53.3% 0.0% 0.2% 0.0% 0.0% 0.0% 1.6% 0.0% 8.3% 100.0% ECU 42.0% 0.2% 0.0% 34.5% 2.5% 6.9% 43.9% 0.5% 1.2% 0.0% 0.0% 0.0% 0.0% 0.0% 12.2% 100.0% NSU 43.7% 0.4% 0.0% 31.0% 8.6% 5.9% 45.5% 0.2% 0.5% 0.0% 0.1% 0.0% 0.3% 0.0% 9.2% 100.0% NWOSU 42.3% 0.3% 0.0% 26.3% 19.0% 6.2% 51.4% 2.0% 0.0% 0.0% 0.1% 0.0% 1.3% 0.0% 2.5% 100.0% SEOSU 42.7% 0.3% 0.0% 31.2% 14.9% 7.6% 53.7% 0.5% 1.8% 0.0% 1.2% 0.0% 0.2% 0.0% -0.3% 100.0% SWOSU 44.3% 0.2% 0.0% 38.1% 5.5% 5.5% 49.2% 0.3% 1.3% 0.1% 0.0% 0.0% 1.2% 0.0% 3.4% 100.0% CU 45.6% 0.6% 0.0% 32.2% 6.0% 10.1% 48.4% 1.2% 0.6% 0.0% 0.0% 0.0% 0.5% 0.0% 3.0% 100.0% LU 52.1% 0.0% 0.0% 20.4% 13.4% 4.4% 38.2% 6.5% 0.0% 0.0% 0.0% 0.0% 2.0% 0.0% 1.2% 100.0% OPSU 41.4% 0.6% 0.0% 20.9% 21.3% 12.6% 54.7% 0.0% 0.0% 0.1% 0.0% 0.0% 0.1% 0.0% 3.1% 100.0% RSU 40.3% 0.7% 0.0% 28.6% 2.9% 13.7% 45.2% 0.0% 2.9% 0.0% 0.0% 0.0% 0.0% 0.0% 10.8% 100.0% USAO 59.1% 1.1% 0.0% 27.9% 3.4% 5.8% 37.1% 0.8% 0.0% 0.0% 0.1% 0.0% 0.1% 0.0% 1.6% 100.0% CASC 50.0% 1.5% 0.0% 25.4% 9.8% 7.6% 42.7% 0.0% 3.5% 0.0% 0.0% 1.8% 0.5% 0.0% 0.0% 100.0% CSC 52.9% 2.7% 0.0% 33.0% 3.0% 4.2% 40.2% 0.0% 0.8% 0.2% 0.0% 0.0% 1.0% 0.0% 2.2% 100.0% EOSC 58.3% 0.6% 0.0% 24.4% 0.5% 6.6% 31.5% 0.0% 2.5% 0.6% 0.7% 0.0% 3.1% 0.0% 2.7% 100.0% MSC 42.4% 1.2% 0.0% 42.7% 0.9% 2.4% 46.1% 0.0% 6.4% 0.0% 0.4% 0.8% 0.8% 0.0% 1.9% 100.0% NEOAMC 54.0% 0.4% 0.0% 25.5% 10.4% 6.5% 42.4% 0.0% 0.3% 0.0% 0.2% 0.0% 0.4% 0.0% 2.4% 100.0% NOC 42.9% 0.5% 0.0% 28.5% 2.4% 22.6% 53.5% 0.0% 2.2% 0.0% 0.0% 0.0% 0.0% 0.0% 0.9% 100.0% OCCC 38.0% 0.4% 8.1% 21.4% 12.2% 6.5% 40.1% 0.0% 0.0% 0.8% 0.0% 0.0% 4.5% 0.0% 8.2% 100.0% RCC 50.6% 3.2% 0.0% 25.0% 10.7% 10.0% 45.7% 0.0% 0.0% 0.5% 0.0% 0.0% 0.0% 0.0% 0.0% 100.0% ROSE 57.1% 0.4% 0.8% 34.2% 1.0% 5.5% 40.6% 0.0% 0.1% 0.0% 0.0% 0.0% 0.8% 0.0% 0.3% 100.0% SSC 52.2% 3.8% 0.0% 26.4% 3.5% 13.0% 42.8% 0.0% 1.8% 0.0% 0.0% 0.0% 0.9% 0.0% -1.4% 100.0% TCC 31.7% 0.4% 31.4% 25.7% 2.3% 6.1% 34.2% 0.1% 0.4% 0.0% 0.0% 0.0% 1.7% 0.0% 0.0% 100.0% WOSC 39.1% 0.9% 0.0% 21.7% 19.1% 14.2% 55.0% 0.0% 3.8% 0.0% 0.0% 0.0% 1.2% 0.0% 0.0% 100.0% TOTAL 39.9% 0.6% 1.9% 22.4% 10.4% 10.4% 43.1% 2.1% 2.3% 1.8% 0.3% 0.0% 5.1% 0.0% 2.9% 100.0% FY12 Summary and Analysis 54TABLE 4 The Oklahoma State System of Higher Education INSTITUTIONS' EDUCATIONAL AND GENERAL PRIMARY BUDGETS, BY FUNCTION FY2012 Operation & Academic Student Institutional Maintenance of Scholarships & Total Primary Institution Instruction Research Public Service Support Services Support Plant Fellowships Budget OU 201,038,821 16,959,528 20,507,004 67,255,974 11,621,536 19,686,246 50,911,641 38,417,738 426,398,488 OUHSC 84,350,208 3,544,657 493,956 32,572,018 3,011,400 24,047,097 34,391,489 4,000,778 186,411,603 OULAW 8,507,659 0 0 3,915,286 1,271,308 382,020 1,023,840 1,550,000 16,650,113 OU Tulsa 6,007,173 104,426 0 2,157,463 320,741 1,711,695 2,712,540 347,750 13,361,788 OSU 138,020,824 34,281,335 5,427,584 57,751,511 18,586,045 15,913,989 35,154,809 47,105,945 352,242,042 AG EXP 0 33,137,061 0 0 0 0 0 0 33,137,061 COOP EXT 0 0 38,369,971 0 0 0 0 0 38,369,971 OSU-CVHS 8,445,084 5,481,659 8,792,570 1,542,039 122,042 629,799 3,076,727 30,000 28,119,92 |
Date created | 2012-01-05 |
Date modified | 2012-01-05 |
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