Buffalo State History of State Tax and Tuition Revenues $100 State and Other Support Tuition and Other Revenues $90 $80 $70 $60 55% 74% 59% 73% 64% 68% 72% 72% 72% Millions 71% 71% $50 $40 Pre-Recession $30 $20 45% 41% 36% 32% 28% 28% 29% 29% 28% 27% 26% $10 $0 Budget Cuts SUNY Rational Unfunded Negotiated Tuition Policy Salary Increases Source: Buffalo State Budget Office
Trends: Enrollment, Tuition, Faculty, Staff Enrollment Tuition Faculty FTE Staff FTE 15,000 Tuition Revenue: $62.6M +20% 14,000 Enrollment 13,000 Staff FTE: Tuition Revenue: 941 $49.8M +14% 12,000 Staff FTE: 807 11,000 Faculty FTE: 521 Faculty FTE: +1% 516 Enrollment: 10,000 Enrollment: 9,516 11,006 -13% 9,000 Excludes ITEC Source: Buffalo State Institutional Research, Buffalo State Comptroller
Academic Affairs Budget Rebalancing (2016-2018) • Total budget cut $3,845,814 • 51.5 FTE • OTPS cut $69,000 Faculty/Staff Searches (2018-2019) • 17 Faculty Searches • 5 Staff Searches
Emerging Issues for Consideration: 2018-19 • Enrollment shortfall: Impact of $3.3M ▪ Tuition: $2M ▪ Housing: $600K ▪ Fees: $700K Center for the Development of Human Services • ▪ $7.3M+ Resolving structural budget deficits of $4M • ▪ SUTRA: $900K ▪ DIFR: $1.5M ▪ RF Indirect Cost Recovery: $1.6M Source: Buffalo State 2018-19 Financial Plan
State All-Funds Cash and Reserves Projected Through 2019/20 Restricted Unrestricted Total Cash Balances Unrestricted College Central Reserves $40 Unrestricted Central $35 Reserves are 8% of our State $30 32 Funds Budget. Millions $25 20 $20 19 20 $15 13 12 $10 8 8 $5 2016-17 2017-18 2018-19 2019-20 Source: Buffalo State Comptroller’s Office
All Funds Financial Capacity 2011/12 – 2020/21: Operating Sources and Uses $155,000,000 $150,000,000 $147.1M $144.5M $145,000,000 $140,000,000 $135.1M $135,000,000 $130.1M $130,000,000 $125,000,000 $120,000,000 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 Sources Uses Source: Buffalo State Comptroller’s Office
Assumptions for All Funds Financial Capacity 2011/12 – 2020/21: Operating Sources and Uses • $7M budget rebalancing Tuition rate increases: is accomplished Year Undergraduate Graduate 2018-19 $100 $200 • Enrollment is equivalent 2019-20 $100 $110 to fall 2018 2020-21 $100 $110 • No new money for Personnel cost increases: scholarships 2018-19 Collective bargaining current and retro payments 2019-20 Collective bargaining current and retro • No new money for OTPS payments 2020-21 Collective bargaining current year payouts
Unrestricted State Funds Budget Projections (in Millions) 19-20 Planned 18-19 Current Budget 17-18 Budget 17-18 Final 17-18 Variance 18-19 Budget Projection 18-19 Variance (Nov. 2017) SOURCES Tuition & Other 58.8 58.6 (.17) 60.3 58.3 (1.9) 61.2 Revenue 24.1 24.1 - 24.1 24.1 - 24.1 State Tax Support Summer Session 3.9 4.0 .16 4.0 4.1 .08 4.2 Revenue Unrestricted IFR 4.8 5.0 .23 4.8 4.8 - 4.8 Revenue $91.6 $91.7 .22 $93.2 $91.3 $(1.9) $94.3 TOTAL SOURCES USES Projected Base 86.6 83 (3.7) 84.2 84.0 (.40) 84.4 Budget Negotiated Salary 5.4 1.6 (3.8) 5.7 6.1 .46 2.2 Costs Summer Session 5.0 4.8 (.16) 4.8 5.0 .25 5.3 Budget Unrestricted IFR 2.3 2.7 .32 2.4 2.4 - 2.4 Budget $99.3 $92.0 $(7.3) $97.1 $97.3 $.31 $94.3 TOTAL USES $(7.8M) $(.21M) $7.5M $(3.8M) $(6M) $(2.2M) ($0M) NET RESULTS Source: Buffalo State Comptroller’s Office
Change in Unrestricted State Reserves, 2018-19 College Central Reserves as of June 30, 2018 $16.9M Projected Unrestricted Operating Loss (6.0M) Voice over Internet Protocol (VoIP) (1.3M) Projected Central Reserves as of June 30, 2019 $9.6M Source: Buffalo State Comptroller’s Office
Summary of Financial Capacity • State tax support is flat, similar to other campuses across the U.S. • We are increasingly dependent on tuition revenue and continue to experience enrollment volatility • Most of our resources are in existing base budget: We need to be very thoughtful about how we deploy these resources going forward • Need to continue to engage in cross-divisional planning activities to align our recurring sources and uses -- to sustain our financial future and our ability to embrace new opportunities Source: Buffalo State Vice President for Finance and Management
Future Planning: Launching the Strategic Resource Planning Process (SRPP) February 2019 Update
Overview of Strategic Resource Planning Process (SRPP) • Integrated resource planning • Roles and responsibilities • Calendar • Implementation plan • Multi-year financial plan • Base budget • Budget model Source: Buffalo State Vice President for Finance and Management
Best Practices Model: Integrated Resource Planning Academic and Strategic • All Funds Planning • Comprehensive asset/liability Enrollment Capital management Management Development • Integrative: single institutional point of view • Long-term in nature • Analyzes returns on Operating and Risk investments Capital Management Budgets • Proactive • Dynamic and scenario-based Integrated • Transparent Resource Planning Facilities Debt Management Management Workforce Endowment Planning/ and Investment Talent Management Management Capital Campaign Planning (Philanthropy) Source: Buffalo State Vice President for Finance and Management
Roles and Responsibilities Mission, Resource Multi- Academic Budget Enrollment Evaluation Vision, Planning Budget Model Year Plan Implementation Plan & Strategic Financial Feedback Plan Plan • President • President • Provost • VPFM • Provost • Provost, • President • VPFM • President’s • Provost (Program, • Resource • Resource Planning • CIO & VPEMC • Provost Cabinet • VPFM Academic Planning • Institutional • VPFM • Comptroller Metrics) • Comptroller Research • Resource Planning • All Units • VPFM • Academic Units • Comptroller (Financial Metrics) • Institutional • All Units Research • All Units Source: Source: Buffalo State Vice President for Finance and Management
Calendar: Strategic Resource Planning Process (SRPP) • Prior year carry forward balances loaded in financial system • Initial five-year financial plan and planning assumptions completed August • Budget model solidified for following fiscal year • Enrollment, tuition and fee plans solidified • Workforce planning solidified September- December • Capital plans solidified • Five-year financial plan updated • Campus budget meetings January- • Resource allocation decisions finalized and communicated to units June • Prior fiscal year closed • New fiscal year budgets finalized, communicated to SUNY and loaded into financial system July • Units submit spending plans Source: Buffalo State Vice President for Finance and Management
Implementation Plan for SRPP 2019-2020 2018-2019 2020-2021 and Beyond • Assessment • Infrastructure: • Launch SRPP -- Process • Begin to establish • Assess and refine: -- Systems infrastructure -- Reports -- Process -- Systems • Optimize -- Reports • Optimize organization and organization and resources resources
Strategic Resource Planning Process in Development: 2018/19 1 . Enrollment and resource planning 4. Continue to evaluate Budget integration Committee Support Group Scholarship strategy and planning recommendations (Excelsior/TAP credit) Housing rates and occupancy strategy 5. Business Services/Systems: Academic planning and support • eProcurement Launch taskforce • Campus-wide Buffalo State College Foundation reports 2. Capital development board and process Enhanced Buffalo State College • Establish structure and process Foundation and Housing Corporation Instructional facilities plan reports Space standards and utilization 6. Optimize Finance and Management 3. Campus multi-year financial plan organizational structure All funds multi-year financial plan Multi-year energy financial plan
Strategic Resource Planning Process in Development: 2019/20 5. Business services and systems: 1. Budget model development and Financial reporting and planning planning improvements; travel reimbursement system Investment pool Enrollment 6. Evaluation of college-subsidized Base budget activities Alignment of recurring sources and uses 7. Integrated resource planning calendar 2. General College Service Fee (GCSF) review 8. Campus overhead analysis 3. Unit staffing plans (workforce 9. Review of broad-based fees and fee process planning) 10. Create entity/hierarchy reporting 4. Enterprise Risk Management (ERM) structure -- Risks/contingencies aligned with resources and future investment 11. Workforce planning
Strategic Resource Planning Process, Future: 2020-21 and Beyond 1. Three-year planning process – all funds 2. Spending plan development 3. Composite financial index (CFI) 4. Review of all fees and revenue streams
Enrollment and Resource Planning Integration
Enrollment & Resource Planning Process: Charge • The Enrollment and Resource Planning Taskforce (ERPT) is charged with identifying, reviewing and prioritizing the necessary materials and data sources to provide actionable insight to support the college’s enrollment and resource planning needs • Additionally, the taskforce coordinates with appropriate campus units on access, training and communication of any new enrollment and resource planning tools, and resources
Enrollment & Resource Planning Taskforce: Deliverables Develop an integrated and detailed enrollment and resource • planning calendar Provide enrollment, fee, gross and net tuition, financial aid and • other data and information that may be required to support the enrollment and resource planning process • Support the forecasting and modeling of enrollment and other revenues such as tuition and fees Research and identify best practices in regards to enrollment, • resource planning and related budget models Develop integrated enrollment and revenue dictionary •
Enrollment & Resource Planning Taskforce: Leadership Executive Sponsor • Katherine S. Conway-Turner, President Co-Chairs • Laura J. Barnum, Vice President for Finance and Management • Jacquelyn L. Malcolm, CIO and Vice President for Enrollment, Marketing and Communications
Enrollment & Resource Planning Taskforce: Membership Academic Unit: 1. Benjamin Christy, Dean, School of Arts and Humanities (or designee) 2. Wendy Paterson, Dean, School of Education (or designee) 3. Mark Severson, Dean, School of Natural and Social Sciences (or designee) 4. Rita Zientek, Interim Dean, School of the Professions (or designee) 5. Kevin Miller, Dean, the Graduate School (or designee) Facilitator: Jonathan Hulbert Support Staff: Katherine Malik-Willard
Enrollment & Resource Planning Taskforce: Membership Support/Operations Unit: 6. Judith Basinski, Associate Vice President for Data and Analytics 7. Curtis Brickhouse, Director of Student Affairs Operations 8. Connie Cooke, Director of Financial Aid 9. Kelly D’Aloisio, Director of College and Auxiliary Accounting 10. Rock Doyle, Assistant Vice President for Weigel Wellness Center 11. Yves Gachette, Director of Institutional Research 12. Eric (Luke) Krieg, Interim Associate Vice President for Institutional Effectiveness 13. David Loreto, Director of Admissions 14. Jayme Riter, Interim Director of Student Accounts 15. Ted Schmidt, Professor, Economics and Finance Department; Chair, College Senate BSAC 16. Steven Shaffer, Director of Facilities Construction and Maintenance 17. Robert Summers, Assistant Provost for Global Engagement 18. James Thor, Associate Vice President and Comptroller 19. TBD, Budget and Internal Controls Facilitator: Jonathan Hulbert Support Staff: Katherine Malik-Willard
Campus Capital Development Process
Capital Development Board: Charge Guide long range campus physical development: buildings, land use, landscape, • infrastructure Guide strategic efforts to continually review and update the comprehensive Facilities • Master Plan Review and advise on policies, standards, and procedures related to capital and space • development and management Oversee physical development of campus land holdings • Participate as appropriate in planning and execution of capital development initiatives • conducted by affiliated entities and related programs (DIFR, Foundation, Housing Corporation, BSCR Corporation) that impact college goals and objectives • Coordinate, evaluate and advise in affiliate capital initiatives to ensure they are consistent with objectives of Buffalo State Facilities Master Plan, college strategic plan and budget Approve campus capital priorities and budget •
Capital Development Board: Deliverables • Review, recommend, and prioritize for Presidential approval, specific large capital projects for one-year, five-year and 10-year planning. These projects will: Be budgeted at more than $1 million or have significant impact on the campus – Use land and buildings in new ways; have major impacts upon the appearance of our – campus; or respond to major programmatic needs – Include recommended funding sources across each major capital spending budget category, with the majority of funding coming from State University Construction Fund and Dormitory Authority of the State of New York • Resolve policy, strategy, process and organizational questions initiated by or brought to the Board. These may include: space and land management – land acquisition – financing – capital budgeting – partner engagement – – communication and advocacy • Evaluate progress in plan implementation
Capital Development Board: Organizational Structure College Council President’s President Facilities Cabinet Committee Capital Development Board Guides campus physical development Administrative Capital Steering College Capital Policy Review Committee Planning * Committee Maintains consistency across capital planning Instructional Space Allocation Housing Signage Beautification Facilities Subcommittee Subcommittee Subcommittee Committee Subcommittee Recommends work Recommends work Recommends Recommends related to all Recommends related to space campus residence hall and instructional space permanent and development, beautification and dining services development, temporary signage management and work to improve capital renovation management and and graphics utilization aesthetics utilization *Gathers information through strategic resource planning process and relays it to Capital Development Board
Capital Development Board: Leadership Executive Sponsor Katherine S. Conway-Turner, President • Capital Development Board Members James Mayrose, Interim Provost: Co-Chair • • Laura J. Barnum, Vice President for Finance and Management: Co-Chair Timothy W. Gordon, Vice President for Student Affairs • • Crystal J. Rodriguez, Chief of Staff Staff to the Capital Development Board Amitra Wall, Associate Provost ▪ Sarah Reid, Facilities Planner ▪ Steven Shaffer, Director of Facilities Construction and ▪ Maintenance
Multi-Year Energy and Financial Planning
Multi-Year Energy and Financial Plan Committee: Charge • Maintain Buffalo State’s year -to-year energy financial plan, considering all facets of college utility and energy planning • Review Buffalo State’s current and future energy needs, considering energy usage and utility costs • Provide strategies for reducing energy consumption • Provide input on energy purchases and project development to support Buffalo State’s commitment to sustainability and renewable energy opportunities
Multi-Year Energy and Financial Plan Committee: Deliverables Prepare multi-year energy financial plan for annual review and approval • of Vice President for Finance and Management and President • Develop, review and provide quarterly financial reporting for multi-year energy financial plan Review and report on regulatory requirement updates and • implementation including Governor’s Executive Orders and SUNY energy programs Research, identify and implement campus-wide energy reduction • projects Identify and secure opportunities for energy incentives and programs • from agencies such as New York Power Authority (NYPA), New York State Energy Research and Development Authority (NYSERDA), National Grid, National Fuel, etc.
Multi-Year Energy and Financial Plan Committee: Membership • Laura Barnum, Vice President for Finance and Management: Executive Sponsor • Kelly D’Aloisio, Director of College and Auxiliary Accounting: Co-Chair • Daniel Herr, Energy and MCM Contract Manager: Co-Chair • Steven Olsen, Director of Contract Management • Steven Shaffer, Director of Facilities Construction and Maintenance • James Thor, Associate Vice President and Comptroller
Budget Committee Support Group
Budget Committee Support Group: Charge Review division budget proposals for alignment with the campus • strategic plan, financial feasibility, and potential approaches to funding • Review special fund budget plans for reasonableness and consistency with the overall campus budget Provide supporting information and analysis to the Budget • Committee, as requested, to assist in campus budget decision making Coordinate and lead campus presentations and obtain feedback on • budget plans and opportunities for revenue generation and cost savings Evaluate and oversee implementation of enhancements to campus • systems to support the budget management process
Budget Committee Support Group • Feedback on budget realignment has been published on the campus budget rebalancing website • Recommendations are arranged in categories of expenditure reduction and revenue enhancement • Clustered around themes such as academic scheduling, staff obligation/workload, facilities and operations
Budget Committee Support Group: Membership Amitra Wall: Academic Affairs • Civil Service Employees Association (CSEA): Cynthia Rodriguez College Senate: Frederick Floss College Senate: Ted Schmidt Finance and Management: Lisa Krieger Institutional Advancement: William Benfanti President’s Office: Crystal Rodriguez Law Enforcement Unions: Ryan Roetzer Information Technology: Maryruth Glogowski Student Affairs: Rock Doyle United University Professions (UUP): Dean Reinhart Ex Officio: Joseph Marren, Chair of the College Senate • Ex Officio: Laura Barnum, Vice President for Finance and Management (Interim Facilitator) Staff Support: Kelly D’Aloisio, Sarah Reid, Donna Scuto, and James Thor
Business Systems and Services: Improvements
Business Services Initiatives • Implementing a new e-procurement system that will automate the campus procurement process • First wave campuses (UB and Geneseo) scheduled to go live in February 2019 • Buffalo State is in the second wave with Brockport, Fredonia and Alfred – Anticipate going live during the third quarter of 2019 with phased rollout
Next Steps
Next Steps • 2019/20 budget development • Stay the course on 2019/20 budget rebalancing • Continue position control • Continue campus enrollment and student retention/completion efforts • Continue cross-divisional planning activities – identify and analyze opportunities to generate new resources and strategically deploy current resources
Next Steps • Continue implementation plan for strategic resource planning process and governance structure – update May 2019 – Financial Capacity – Strategic Resource Planning Process
Appendix
Appendix List, Page 1 of 2 College Financial Capacity: National and SUNY Budget Context 1. Disinvestment in Public Higher Education 2. Trend: SUNY Direct and Indirect State Support as Percentage of NYS General Fund Revenue 3. Trend: Buffalo State Direct and Indirect Support as Percentage of State Direct and Indirect Support to SUNY 4. New York State Total Support to SUNY 5. All SUNY Campuses: Student Demographics, New York State 6. All SUNY Campuses: Student Demographics, New York City 7. All SUNY Campuses: Student Demographics, Non-New York City State of the Campus 8. Enrollment History 9. Enrollment History: Undergraduate Student Headcount 10. Enrollment History: Graduate Student Headcount 11. Tuition Revenue, 2005-2018 12. Faculty FTE 13. Staff FTE: State Classified and Professional 14. State Support Trends and Sources, 2012-2018 15. What State Funding Do You Really Want? 16. Operating Activity Sources of Funds 17. Operating Activity Uses of Funds 18. Buffalo State Student Fee Types 19. Buffalo State Broad-Based Fees, 2018-2019 20. Reserves 21. Research Proposals 22. Sponsor-Funded Expenditures 23. Philanthropy Trends 24. Six-Year Graduation Rates 25. Expenditures per FTE Student to National Peers, 2015-2016 26. Expenditures per FTE Student to SUNY Campuses, 2015-2016 27. Expenditures by NACUBO Code to SUNY Peers, 2015-2016 28. Total Buffalo State Capital Budget 29. Capital Facilities Update 30. Tuition Rates, 2018-2019
Appendix List, Page 2 of 2 Operating Activities, 2016-2017 31. Unrestricted State Funds Operating Activities: Revenue, 2016-2017 32. Unrestricted State Funds Operating Activities: Expenses, 2016-2017 33. Unrestricted and Restricted Operating Activities: Revenue, 2016-2017 34. Unrestricted and Restricted Operating Activities: Expenses, 2016-2017 Integrated Resource Planning: Context and Environment 35. Strategic Goals and Objectives 36. Data 37. What is Integrated Planning? 38. Integrated Resource Planning 39. Budget Model: Guiding Principles Glossary of Terms 40. Glossary of Terms, Page 1 of 3 41. Glossary of Terms, Page 2 of 3 42. Glossary of Terms, Page 3 of 3
College Financial Capacity: National and SUNY Budget Context
Appendix 1 Disinvestment in Public Higher Education Educational Appropriations per FTE $9,000 $8,641 $8,500 $8,640 $8,453 $8,357 $8,000 $7,642 $7,453 $7,500 $7,395 $7,000 $6,525 $6,500 $6,000 2008, Pre-Recession 2012 2016 2017 U.S New York State Source: State Higher Education Executive Officers Association: State Higher Education Finance 2017
Appendix 2 Trend of SUNY Direct and Indirect State Support as Percentage of NYS General Fund Revenue NYS General Fund ($M) SUNY Support as a % of General Fund $80,000 8.00% $70,000 7.00% 6.80% 6.30% $60,000 6.00% 6.10% 5.90% 5.70% 6.20% 5.70% 5.60% $50,000 5.00% $40,000 4.00% $69,676 $67,920 $66,895 $61,868 $30,000 3.00% $58,782 $56,899 $54,448 $52,555 $20,000 2.00% $10,000 1.00% $0 0.00% 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 Source: Buffalo State Budget Office
Appendix 3 Trend of Buffalo State Direct and Indirect Support as Percentage of State Direct and Indirect Support to SUNY Buffalo State Support as % of SUNY Support State Direct and Indirect Support to SUNY ($M) $4,500 2.80% $3,978 $3,942 $3,882 $3,786 $4,000 $3,627 $3,571 $3,427 $3,348 $3,500 $3,000 2.50% $2,500 2.40% $2,000 2.40% $1,500 2.30% 2.30% 2.30% 2.30% $1,000 2.20% 2.20% $500 $0 2.00% 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 Source: Buffalo State Budget Office
Appendix 4 New York State Total Support to SUNY 4500 4000 3500 1500.6 1586 1607.3 1595.3 1553.2 1507.6 3000 1517.8 1730.1 1606.5 1469.9 $ Millions 2500 2000 1500 2750 2599.6 2346.7 2370.1 2328.8 2278.3 2109.5 1000 1877.8 1841.3 1820.8 500 0 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 Indirect State Tax Suport Direct State Tax Support Source: Buffalo State Budget Office
Appendix 5 All SUNY Campuses: Student Demographics New York State 2017/18 – 2028/29 Projected High School Graduates 2015/16 Level 200,000 195,000 190,000 185,000 184,639 180,000 181,268 176,767 173,806 173,370 175,000 176,958 173,851 170,000 165,000 160,000 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 Source: SUNY Budget Office
Appendix 6 All SUNY Campuses: Student Demographics New York City 2017/18 – 2028/29 NYC 2015/16 Level 75,000 70,595 70,000 69,986 69,895 69,539 67,988 66,666 65,000 64,957 64,830 64,572 63,678 62,855 62,691 60,795 60,000 55,000 50,000 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 Source: SUNY Budget Office
Appendix 7 All SUNY Campuses: Student Demographics Non-New York City 2017/18 – 2028/29 Non-NYC 2015/16 Level 125,000 120,000 119,809 116,472 116,311 115,000 113,011 111,415 111,330 110,000 109,279 108,778 108,277 107,378 106,972 105,000 104,286 102,775 100,000 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 Source: SUNY Budget Office
State of the Campus
Appendix 8 Enrollment History 12,000 11,745 11,500 11,255 11,220 11,006 10,993 11,000 10,776 10,500 10,322 10,000 9,516 9,475 9,500 9,118 9,000 Total Headcount Source: Buffalo State Institutional Research Office
Appendix 9 Enrollment History Undergraduate Student Headcount 12,000 10,000 9,010 9,314 9,139 9,371 9,822 9,935 10,030 9,787 9,386 9,392 9,179 8,000 8,482 8,527 8,082 6,000 4,000 2,000 0 Undergraduate Headcount Source: Buffalo State Institutional Research Office
Appendix 10 Enrollment History Graduate Student Headcount 2,500 2,000 1,996 1,906 1,854 1,863 1,892 1,810 1,500 1,627 1,468 1,390 1,000 1,242 1,143 989 1,036 993 500 0 Graduate Headcount Source: Buffalo State Institutional Research Office
Appendix 11 Tuition Revenue, 2005-2018 $70,000,000 $60,000,000 $50,000,000 $40,000,000 $30,000,000 $ Millions $20,000,000 $10,000,000 $0 Fall/Spring Summer J-Term Source: Buffalo State Comptroller’s Office
Appendix 12 Faculty FTE 570 560 550 540 530 566 558 557 555 551 520 548 539 537 536 510 529 528 521 516 500 490 Source: Buffalo State Institutional Research Office
Appendix 13 Staff FTE (State: Classified and Professional) 1000 950 900 850 944 940 941 937 930 911 905 904 800 893 874 867 841 807 750 700 Excludes ITEC Source: Buffalo State Institutional Research Office
Appendix 14 State Support Trends and Sources: 2012-2018 160,000,000 140,000,000 120,000,000 100,000,000 80,000,000 60,000,000 40,000,000 20,000,000 0 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 Direct State Support Tuition and Other Revenue Fringe Estimate Debt Service Source: Buffalo State Comptroller’s Office
Appendix 15 What State Funding Number Do You Really Want? State Capital State Revenue Earmarks IFR, Fringe Debt Tax Support SUTRA, Service DIFR Total State and ✓ ✓ ✓ ✓ ✓ Revenue Support Total State Support ✓ ✓ ✓ ✓ State Operating ✓ ✓ Appropriation State Tax Support ✓ ✓ State Account ✓ ✓ ✓ ✓ Activity Source: Buffalo State Vice President for Finance and Management
Appendix 16 Operating Activity Source of Funds All State Funds Other Funds State Operating State Funds RF Foundation Funding Type: State Tax Tuition Income Fund State Dormitory Research Buffalo State Revenue Reimbursable University Income Fund Foundation College (IFR) Tuition Reimbursable (RF) Foundation Reimbursable (DIFR) (SUTRA) Source of Appropriated Student tuition Student fee Students Residence Federal, State, Donors Funds: by NYS payments revenue, participating halls lease private grants support, government; external funds, in summer revenue Student allocated to received for term, J-term, Indirect cost Apartment the campus by self-supporting Study Abroad, recovery Complex SUNY programs contract earnings revenue, other courses, etc. self-supporting program revenues Primary Students (our Students (our Students (our Students (our Students (our Students (our Students (our Stakeholder: primary primary primary primary primary primary primary customers), customers) customers) customers) customers) customers), customers), NYS taxpayers grant sponsors, donors, faculty/ community principal investigators Source: Buffalo State Vice President for Finance and Management
Appendix 17 Operating Activity Uses of Funds All State Funds Other Funds State Operating State Funds RF Foundation Funding Type State Tax Tuition Income Fund State Dormitory Research Buffalo State Uses Revenue Reimbursable University Income Fund Foundation College (IFR) Tuition Reimbursable (RF) Foundation Reimbursable (DIFR) (BSCF) (SUTRA) Instructional salary ✓ ✓ ✓ expenses Non-instructional salary ✓ ✓ ✓ ✓ ✓ ✓ ✓ expenses/salary associated with fee revenue Temporary Service ✓ ✓ ✓ ✓ ✓ ✓ ✓ Expense Fringe Benefit Expense N/A N/A 63.89% 26.10% 63.89% 40% Variable Non-Salary Expense: ✓ ✓ ✓ ✓ ✓ ✓ ✓ Contractual services, supplies, travel, professional fees, equipment Source: Buffalo State Vice President for Finance and Management
Appendix 18 Buffalo State Student Fee Types Broad-Based Fees (restricted): Generally charged to all enrolled students to finance discrete activities that benefit the student body • Excludes activities that are part of the core instructional program • Fees are: athletics, college, health, technology and transportation • Adjustments reviewed through the Buffalo State student consultation process (Jan. to March) • Submitted to SUNY for review • Reviewed by the Board of Trustees • Current Buffalo State fee is $1,140 – see Appendix 15 • Course-Based Fees (restricted) : Example: A Chemistry Lab fee charged to students to offset the cost of scientific chemicals, supplies, • and materials Fee proposals are submitted by departments or units • Student Activity Fee Determined by student body referendum, every two years • Buffalo State's current $200 mandatory student activity fee supports a variety of programs for the • benefit of students Graduate Student Fee Mandatory graduate student fee provides support for research and scholarship, professional • organizations, professional development Fee is $3.50 per credit hour • Source: Buffalo State Broad-Based Fees
Appendix 19 Buffalo State Broad-Based Fees, 2018-19 Full-Time Students, Part-Time Students, Per Fall 2018 & Spring 2019 Credit Hour Per Semester $333 $13.90 Athletics Fee Health Fee 329 13.75 Technology Fee 349 14.55 Transportation Fee 104 4.35 25 .85 College Fee TOTAL, $1,140 $47.40 BROAD-BASED FEES Source: Source: Buffalo State Tuition and Fees
Appendix 20 Reserves • Funding set aside for a particular purpose, i.e. equipment replacement, rehab project, one-time investment • Reserves are necessary for contingencies and are part of good financial planning (5% to 15%) Source: Buffalo State Vice President for Finance and Management
Appendix 21 Research Proposals # Submitted # Awarded 109 86 77 74 61 52 47 45 39 36 34 31 30 27 27 18 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 Source: Buffalo State Sponsored Program Administration
Appendix 22 Sponsor-Funded Expenditures 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 Total $33,633,177 $25,130,736 $20,197,753 $19,550,033 $19,817,180 $18,724,623 $19,455,421 $18,543,107 Direct Costs: Total 6,517,012 4,820,178 3,806,440 3,476,428 3,627,984 4,290,845 4,187,668 4,111,570 Indirect Costs: Total $40,150,189 $29,950,914 $24,004,193 $23,026,461 $23,445,164 $23,015,468 $23,643,089 $22,654,677 Costs: Source: Buffalo State Sponsored Program Administration
Appendix 23 Philanthropy Trends Contributions, Buffalo State College Foundation (from Financial Statements) $9,000,000 $8,526,170 $8,000,000 $6,815,227 $7,000,000 $6,527,065 $6,000,000 $5,000,000 $3,855,557 $4,000,000 $3,461,182 $3,170,755 $2,946,752 $3,000,000 $2,511,011 $2,000,000 $1,000,000 $0 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 Source: Buffalo State College Foundation Financial Statements
Appendix 24 Six-Year Graduation Rates 51.00% 50.00% 49.00% 48.00% 47.00% 46.00% 49.8% 48.8% 48.4% 45.00% 47.3% 47.1% 46.3% 46.2% 44.00% 44.7% 44.6% 43.00% 42.00% 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 Source: Buffalo State Institutional Research Office
Appendix 25 Expenditures per FTE Student to National Peers, 2015-2016 State University of New York (SUNY) Expenditures Per FTE By Category for Buffalo State and Other State Public Four Year College by Like Carnegie Classification Ranked High to Low on Total Expenditure Per FTE Operation / Academic Student Institutional Maintenance of Scholarships Auxiliary Hospital Independent State / Campus Instruction Research Public Service Support Services Support Plant and Fellowships Enterprises Services Operations Other Total IL $ 12,554 $ 444 $ 1,970 $ 2,183 $ 2,939 $ 2,787 $ - $ 1,271 $ 3,998 $ - $ - $ 174 $ 28,319 IA 10,021 324 2,608 2,501 1,080 2,952 - 258 5,767 - - 307 25,818 ME 9,742 1,782 3,100 3,457 2,032 2,087 - 1,095 2,476 - - - 25,772 AK 10,878 1,403 1,312 2,707 2,922 2,873 - 1,312 1,899 - - 273 25,580 SUNY Buffalo State 10,243 360 2,119 2,315 1,549 4,294 - 975 3,007 - - 150 25,013 CT 10,469 218 535 1,970 2,793 3,347 - 2,227 1,964 - - - 23,523 NH 9,629 690 138 2,459 2,240 1,439 - - 6,464 - - 0 23,059 NJ 10,528 447 487 1,778 2,430 3,479 - 478 2,837 - 365 179 23,008 NM 7,577 593 2,740 1,078 1,868 2,399 - 2,217 2,544 - - 1,987 23,004 GA 8,601 48 69 2,386 1,669 3,335 - 2,217 4,108 - - 1 22,434 WV 8,329 1,173 1,929 2,123 1,197 2,138 - 1,807 3,112 - - 157 21,964 SC 8,687 857 261 1,758 2,662 2,711 - 1,041 3,658 - - 252 21,888 VA 8,173 192 580 2,172 1,004 1,845 - 458 7,244 - 37 43 21,748 NC 7,890 468 326 2,085 973 2,101 - 1,377 5,909 - 318 56 21,503 OR 8,297 208 830 1,670 1,345 1,620 - 1,817 3,803 - - 1,065 20,655 KY 8,074 261 1,632 1,909 2,243 2,488 - 1,266 1,632 - - 181 19,687 RI 7,594 1,931 205 1,845 1,523 2,690 - 1,065 2,772 - - - 19,626 AL 6,879 340 1,525 1,139 2,020 3,426 - 1,660 1,551 - - 812 19,353 OH 7,564 218 526 1,688 1,016 2,893 - 1,593 3,393 - - - 18,891 TX 6,835 547 382 2,074 1,601 2,152 - 1,428 2,366 - - 1,374 18,758 MI 7,959 348 913 2,247 1,482 1,961 - 793 2,108 - - 111 17,921 MO 7,351 391 678 1,274 1,704 1,635 - 1,204 3,469 - - 2 17,708 MN 6,615 749 336 2,655 2,008 1,735 - 237 2,705 - - 541 17,581 NE 7,846 286 346 1,615 937 1,495 - 1,055 3,625 - - 336 17,542 MS 7,083 40 1,087 1,746 1,860 1,993 - 1,381 1,983 - - 8 17,180 FL 5,714 303 464 1,552 1,301 1,833 - 1,367 2,652 - - 1,900 17,085 MD 5,578 202 647 2,550 1,984 2,350 - 714 2,784 - - 229 17,036 LA 5,701 459 378 1,879 1,147 1,787 - 1,542 2,738 - - 1,255 16,887 TN 7,416 485 303 1,402 2,661 1,580 - 1,807 1,022 - 67 0 16,743 PA 7,298 57 378 1,703 1,837 2,511 - 613 2,326 - - - 16,723 WI 6,689 176 536 1,961 2,296 1,242 - 592 2,647 - - 489 16,628 MA 6,990 0 117 1,817 2,076 2,334 - 543 2,119 - - 621 16,616 CA 7,193 96 158 1,927 2,216 1,844 - 2,149 966 - - 8 16,556 IN 7,362 208 496 1,319 1,056 2,324 - 1,072 1,797 - - 9 15,643 OK 7,495 421 541 955 1,275 1,430 - 1,790 1,650 - - 39 15,596 AR 5,540 488 718 1,310 885 1,458 - 1,487 2,864 - - 732 15,483 WA 6,464 216 203 1,057 1,179 1,539 - 1,115 3,331 - - - 15,103 KS 6,020 172 475 1,952 1,372 1,207 - 1,370 1,765 - - 213 14,546 UT 5,822 56 909 1,452 1,570 1,856 - 1,059 1,539 - - 41 14,305 CO 5,324 220 97 1,077 1,694 1,641 - 486 2,082 - - 1,261 13,883 Source: IPEDS Data Center, excludes System Offices Median 18,340 Source: State University of New York
Appendix 26 Expenditures per FTE Student to SUNY Campuses, 2015-2016 State University of New York (SUNY) Expenditures Per FTE By Category for State-operated Campuses Ranked High to Low on Total Expenditure Per FTE Operation / Academic Student Institutional Maintenance of Scholarships Auxiliary Hospital Independent State / Campus Instruction Research Public Service Support Services Support Plant and Fellowships Enterprises Services Operations Other Total Upstate Medical University $ 63,190 $ 11,124 $ 421 $ 9,235 $ 3,791 $ 29,276 $ - $ 240 $ 5,204 $ 550,980 $ - $ 113 $ 673,575 SUNY Downstate Medical Center 72,846 12,618 8,745 13,920 4,861 22,069 - 431 1,668 484,015 - 468 621,640 SUNY College of Optometry 52,397 6,498 322 5,526 6,537 24,574 - 192 113 41,702 - 7,217 145,077 Stony Brook University 20,090 4,924 1,074 5,051 2,161 5,007 - 961 3,690 47,516 - 164 90,639 SUNY at Albany 13,814 19,534 4,566 3,636 1,344 5,148 - 1,010 4,252 - - 222 53,527 SUNY College of Environmental Science and Forestry 15,238 8,838 1,150 5,891 2,516 5,754 - 1,183 626 - - 119 41,315 University at Buffalo 16,949 4,685 462 4,736 1,283 4,775 - 844 3,030 343 - 93 37,203 SUNY Maritime College 11,277 226 681 4,337 4,330 4,371 - 538 4,367 - - 152 30,278 SUNY at Purchase College 11,028 29 666 5,049 2,414 4,497 - 1,114 4,269 - - 489 29,555 SUNY at Binghamton 11,043 1,805 390 3,383 1,781 2,766 - 583 7,162 - - 101 29,013 SUNY College at Potsdam 12,873 51 537 2,691 2,533 4,468 - 1,347 3,191 - - 643 28,333 Morrisville State College 11,167 13 329 4,194 1,660 3,365 - 2,211 3,263 - - 692 26,895 SUNY College of Agriculture and Technology at Cobleskill 8,340 159 332 4,348 2,504 5,697 - 1,385 3,573 - - 35 26,375 SUNY Buffalo State 10,243 360 2,119 2,315 1,549 4,294 - 975 3,007 - - 150 25,013 SUNY College at Oswego 10,707 216 670 1,952 2,389 2,357 - 1,280 4,852 - - 409 24,832 SUNY at Fredonia 11,346 31 767 1,784 1,891 2,829 - 1,182 3,767 - - 663 24,259 SUNY College at Plattsburgh 11,413 75 1,000 1,853 2,607 2,655 - 1,172 3,168 - - 259 24,202 SUNY College at Brockport 11,725 130 392 2,303 1,799 3,008 - 1,051 3,292 - - 197 23,898 SUNY Oneonta 8,995 39 952 2,340 2,161 3,377 - 1,064 4,313 - - 164 23,405 SUNY Polytechnic Institute 8,866 555 636 3,320 2,489 4,079 - 777 2,187 - - 156 23,065 SUNY College at Geneseo 10,533 70 170 1,550 1,750 3,243 - 905 4,170 - - 505 22,895 SUNY College at Old Westbury 9,722 333 687 1,689 2,585 3,165 - 933 3,542 - - 156 22,812 SUNY College at Cortland 9,686 58 332 2,730 1,581 3,253 - 1,099 3,729 - - 324 22,792 State University of New York at New Paltz 10,444 89 581 1,864 2,332 3,042 - 844 2,948 - - 563 22,707 SUNY College of Technology at Alfred 9,859 51 70 1,395 1,956 2,954 - 1,503 3,868 - - 253 21,909 SUNY College of Technology at Canton 8,398 18 163 844 4,347 2,770 - 1,605 2,408 - - 336 20,889 SUNY College of Technology at Delhi 9,055 35 140 1,172 1,710 3,314 - 1,377 3,006 - - 490 20,299 Farmingdale State College 9,515 171 709 1,606 2,172 2,180 - 626 1,115 - - 107 18,200 SUNY Empire State College 9,153 27 4 467 946 3,138 - 896 49 - - 232 14,912 Source: IPEDS Data Center, excludes System Office Median 24,832 Source: State University of New York
Appendix 27 Expenditures by NACUBO Code to SUNY Peers, 2015-2016 Source: State University of New York
Appendix 28 Total Buffalo State Capital Budget (in Millions) 2018 2019* 2020* 2021* 2022* 2023* Critical maintenance (CM): Restricted to $14.9 $9.6 $9.6 $9.6 $9.6 $9.6 existing facilities Allocation to campus: Not -- -- -- -- -- -- restricted High-priority CM lump target** $20.4 $24.4 $24.4 $24.4 $24.4 $24.4 Total potential $30 $34 $34 $34 $34 $34 Total need $54 $54 $54 $54 $54 $54 * Future budget years: Five-year plan requiring NYS legislative approval ** High-priority CM lump is allocated by project at the discretion of State University Construction Fund – average campus need Sources: State University Construction Fund, Buffalo State Facilities Planning
Appendix 29 Capital Facilities Update RECENTLY COMPLETED IN PLANNING AND DESIGN Jacqueline Vito LoRusso Alumni and Visitor Center Central Heating Plant Reconstruction Project cost: $5.45 million Project cost: 20.8 million Construction finish: Summer 2018 Construction start: Winter 2018/19 Bishop Hall Renovation Construction finish: TBD Project cost: $16.1 million Construction finish: Summer 2018 Iroquois Drive Reconstruction Project cost: $7.9 million Construction finish: Fall 2022 IN CONSTRUCTION Tower 2 Renovation Science & Mathematics Complex - Phase 4 Project cost: $15.5 million Project cost: $35.5 million Construction finish: Summer 2020 Construction finish: Spring/Summer 2020 Building 50 Rehabilitation Academic Commons, Butler Library Project cost: $16.1 million Project cost: $14.8 million Construction finish: Spring 2020 Construction finish: TBD Tower 3 Renovation Project cost: $14.75 million Construction finish: Summer 2019 For more information: Buffalo State project profiles Upton Hall Renovation, Phase 1 Project cost: $5.5 million Construction finish: Winter 2018/19 Source: Buffalo State Facilities Planner
Appendix 30 Buffalo State Tuition Rates, 2018-19 Full-Time, Per Semester, Fall 2018 or Spring 2019 Undergraduate NY State resident : $3,435 Out-of-state resident : $8,325 Graduate NY State resident : $5,545 Out-of-state resident : $11,325 Source: Buffalo State Tuition and Fees
Operating Activities, 2016-2017
Appendix 31 Unrestricted State Funds Operating Activities: 2016-17 SUTRA Revenue $3.8M 4% IFR $4.8M 5% State $82.3M 91% Unrestricted Operating Revenues 2016-17: $90.1M Source: Buffalo State Comptroller’s Office
Appendix 32 Unrestricted State Funds Operating Activities: 2016-17 Expenses by Function Expenses by Type Library Contractual $0.4M 0% services Overheads $3.7M Scholarships Equipment and $0.7M Recharges 4% and fellowships maintenance Utilities 1% -$0.2M Public service $3.9M $0.8M $2.6M 0% $1.4M 4% Travel 1% 3% 1% $0.6M 1% Student aid/tuition waivers Supplies $5.0M $1.5M 5% 2% Operating and maintenance Employee $12.9M benefits 14% $1.1M 1% Temporary service $8.7M Instruction 9% Institutional $45.2M … support $16.0M 17% Personal service $69.9M Student 73% services $7.7M 8% Academic support $8.4M 9% Expenses by Type Expenses by Function Research and training 2016-17: 2016-17: $0.3M $95M $95M 0% Source: Buffalo State Comptroller’s Office
Appendix 33 Unrestricted and Restricted Operating Activities: 2016-17 Buffalo State College Foundation Revenue Research Foundation Indirect Housing Corporation Cost Recovery $5.1M $4.0M 4% 3% BSCF Agency $1.6M BSCf Restricted 1% $3.0M 2% BSCF Unrestricted $0.9M 1% State $127.5M 90% Operating Revenues 2016-17 $142M State funds exclude ITEC (Sources $4.7M, Uses $3.7M) Source: Buffalo State Comptroller’s Office
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