FY 2017 Mid-Year Review FY2018 Budget Planning

1. FY2017 Mid-Year Review FY2018 Budget Planning Budget Planning and Development FAR Meeting March 22, 2017 Tammy Anthony, Senior Director (http://www.utsa.edu/financialaffairs/) Office of Financial Affairs

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

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

4. Fall and Spring Comparison – Paying SCH Office of Financial Affairs Budget Planning and Development

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

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

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

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

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

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

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

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

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

14. FY 2018 Updates to Budget Planning Process Office of Financial Affairs Budget Planning and Development

15. QUESTIONS Budget Planning and Development Office of Financial Affairs

16. Thank you! Your partner for successful solutions Office of Financial Affairs