Higher Ed Finance and UTPA

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Higher Ed Finance and UTPA
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Two Big Questions

• Where Does the Money Come From?
• For Texas
• For Higher Ed
• For UTPA
• Where Does the Money go?
• For Texas
• For Higher Ed
• For UTPA

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Lets Peel The Onion
Dr. Nevarez
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Where Does Texas Get Its Money?
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Where Does Texas Spend Its Money?
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Where Does UTPA get Its Operating Money?
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Where Does UTPA Allocate Its Operating Funds?
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Eight Funds
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E G (Appropriated) Funds

• Consists of two types of funds
• True state funds General Revenue
• Local funds Mostly tuition along with some
  interest, indirect cost, and a few fees.

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What State funds Does UTPA Receive?

• Two Formulas
• Instruction Operations
• Infrastructure Support
• Special Line Items
• TRB Payments
• HEAF (Constitutionally authorized but
  apportionment is driven by legislature)
• Funds Trusteed to the Coordinating Board
  (ATP/ARP, Texas Grant, etc.)
• Flow-through funds (UTEPs Border Consortium,
  UTSAs SBDC, etc.)

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Instruction Operations Formula

• The Coordinating Board receives certified data
  from the institutions by funding area and
  instructional level.
• The Legislative Budget Board computes a base rate
  to be used, according to how much money the
  legislature makes available for higher education.
  This base rate is used in a matrix to calculate
  the funding for each SCH in each discipline and
  level (Continued)

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Instruction Operations Formula2004-2005 matrix
excerpt(base rate 51.25)
Teaching Experience Supplement An additional
weight of 10 is added to lower upper division
SCHs taught by tenured tenure-track faculty.
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Infrastructure Formula

• Driven by the predicted square feet for EG space
  produced by the Space Projection Model.
• Looks at an institutions space needs in five
  categories
• TEACHING (level and program areas of funded SCHs)
• LIBRARY ( of faculty, students, programs, and
  holdings)
• RESEARCH (Research Expenditures and SCHs)
• OFFICE ( of faculty, non-faculty, current fund
  EG expenditures)
• SUPPORT SPACE ( of other factors, 9 in 02)

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Tuition Revenue Projects

• One of few items that can be influenced by
  legislators
• The Coordinating Board rates the requested
  projects
• Excellent
• Desirable
• Fair
• Questionable

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HEAF

• Established in 1984
• Allocations started in 1986
• Originally earmarked 100M currently 175M is
  earmarked
• To acquire land, construct rehabilitate bldgs,
  purchase equipment, library materials, retire
  debt (not 50)

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HEAF (Contd)

• Four Parts
• Space Deficit
• Condition of Facilities
• Complexity
• Set-Asides (Healths, TSTC, TSU)

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--Thank You--

• Questions?

http//dba.panam.edu/budget/index.htm