2015-2016 ALLOCATION SUMMARY and WORKPAPERS

203 Pages·2015·2.4 MB·English

2015-2016
ALLOCATION
SUMMARY
and
WORKPAPERS

EDUCATION AND GENERAL

State University System of Florida
Board of Governors
Office of the Chancellor
325 West Gaines Street, Suite 1614
Tallahassee, FL 32399
Phone [phone]
Fax [phone]
www.flbog.edu

MEMORANDUM

TO: University Budget Officers

FROM: Kristie Harris
Director, University Budgets

DATE: June 26, 2015

SUBJECT: 2015-2016 Allocation Summary and Workpapers

______________________________________________________________________________

The attached document is the 2015-2016 Allocation Summary and Workpapers that
provides budgetary detail for each university. The Governor received the
appropriations bill on June 19, 2015, and signed it on June 23, 2015. There was one state
university system operating item vetoed by the Governor with an impact of $8,000,000.

Copies of the Allocation Summary and Workpapers are being forwarded for your
information. If you have questions, please call me at 850-245-9757 or Dale Bradley at
850-245-9392.

KLH/db

c: Ms. Allyce Heflin
Mr. Tim Elwell
Ms. Sherri Croom
Florida A&M University | Florida Atlantic University | Florida Gulf Coast University | Florida International University
Florida Polytechnic University | Florida State University | New College of Florida | University of Central Florida

University of Florida | University of North Florida | University of South Florida | University of West Florida
STATE UNIVERSITY SYSTEM OF FLORIDA
2015-2016 ALLOCATION SUMMARY

I. INTRODUCTION

The allocation of resources to the twelve universities and the seven special units has been developed in accordance with the
2015 General Appropriations Act (GAA) - (Senate Bill 2500-A), Implementing Legislation (Senate Bill 2502), Legislative
Appropriation Work Papers, and the Governor’s vetoes. The Appendix contains relevant sections of the GAA, Implementing
Legislation, and other important information. Review this Appendix, as it is the responsibility of each university to assure
compliance with legislative conditions and restrictions as they affect the budgets of the state universities.

Appropriated funds for the State University System (SUS) are provided in the Education and General (E&G) budget entity.
The 2015-2016 Allocation Summary is based on the 2014-2015 estimated expenditures reported as the base in the 2015-2016
Legislative Budget Request (LBR) plus any additional appropriations provided by the Legislature.

A. Appropriated Program Component
The 2015-2016 Allocation Summary was developed using the following Grants and Aids (G/A) and Special Categories within
the E&G program component:
Program Component Title Component #

1. Education and General 03.05.01.00.00

Grants & Aids Category #
1. Education and General - Universities 052310
2. FAMU/FSU College of Engineering 052312
3. Institute of Food and Agricultural Sciences – IFAS 052315
4. UF Health Center - UF-HSC 052325
5. USF Medical Center - USF-HSC 052320
6. FSU Medical School - FSU-MS 052335
7. FIU Medical School – FIU-MS 052339
8. UCF Medical School – UCF-MS 052337
9. FAU Medical School – FAU-MS 052341
10. Moffitt Cancer Center Operations 050333
11. Student Financial Aid 052350
12. Institute for Human & Machine Cognition 052353

Special Categories Category #
1. Risk Management Insurance 103241

B. Traditional Program Components
Universities will develop their operating budgets by matching the allocated G/A and/or Special Category to traditional
program components as follows:
Allocated Traditional
1. Universities Instruction & Research
Institutes & Research Centers
Academic Infrastructure Support Orgs
Plant Operation & Maintenance
Administrative Direction & Support Service
Radio/TV
Libraries
Museums
Student Services

2. FAMU/FSU College of Engineering Instruction & Research
Institutes & Research Centers
Academic Infrastructure Support Orgs
Plant Operation & Maintenance
Administrative Direction & Support Service
Radio/TV
Libraries
Museums
Student Services

3. Institute of Food and Agricultural Sciences - IFAS Instruction & Research
Institutes & Research Centers
Academic Infrastructure Support Orgs
Plant Operation & Maintenance
Administrative Direction & Support Service
Extension
4. UF Health Science Center - UF-HSC Instruction & Research
Institutes & Research Centers
Plant Operation & Maintenance
Administrative Direction & Support Service
Libraries
Allied Clinics

5. USF Health Science Center - USF-HSC Instruction & Research
Institutes & Research Centers
Academic Infrastructure Support Orgs
Plant Operation & Maintenance
Administrative Direction & Support Service
Libraries
Allied Clinics

6. FSU Medical School - FSU-MS Instruction & Research
Plant Operation & Maintenance
Administrative Direction & Support Service
Libraries

7. FIU Medical School – FIU-MS Instruction & Research
Plant Operation & Maintenance
Administrative Direction & Support Service
Libraries

8. UCF Medical School – UCF-MS Instruction & Research
Plant Operation & Maintenance
Administrative Direction & Support Service
Libraries

9. FAU Medical School – FAU-MS Instruction & Research
Plant Operation & Maintenance
Administrative Direction & Support Service
Libraries

10. Moffitt Cancer Center Operations Separate Entity

11. Student Financial Aid Student Services

11. Institute of Human & Machine Cognition Separate Entity

C. Institutes and Research Centers
The following is a list of Academic Infrastructure Support Organizations (AISO) pursuant BOG Regulation 10.014 :

Host Institution Center

UF University Press of Florida

USF Florida Institute of Oceanography

II. ALLOCATION GUIDELINES

A. Issues Impacting All Institutions:

1. Student Tuition and Fee Increase
The 2015 Legislature did not recommend a base undergraduate student tuition increase, therefore tuition will remain at
$105.07 per credit hour. The Student and Other Fees Trust Fund budget authority was established based on a 0% tuition
increase for undergraduate students and a 0% increase for resident graduate and professional and all out-of-state students.

In addition, proviso language states that the general revenue funds provided to each university is contingent upon each
university complying with the tuition and fee policies established in the proviso language and Part II of Section 1009, F.S.
Funds appropriated to a specific university shall not be affected by the failure of another university to comply with this
provision. Universities continue to have statutory authority to increase resident graduate and professional tuition and out-of-
state fees up to 15%.

2. Additional fee requirements
Pursuant to Board Regulation 7.001(11), F.S., each student enrolled in the same undergraduate college credit course more than
twice shall be assessed an additional $177.94 per student credit hour charge in addition to the tuition fees outlined above.
These college credit hours shall not be included in calculations of full-time equivalent enrollments for state funding purposes.
Universities may make exceptions to this provision for individualized study elective coursework, courses repeated due to the
requirements of a major, and courses that are intended to continue over multiple semesters. The amount the student pays
through base tuition, plus the repeat course fee, makes up the full cost per credit hour.
3. Student tuition / other revenue projections
The student tuition revenue projections reflect the 2014-2015 estimated enrollment plan provided by each university in the
2014 Work Plan. Proviso states that “The appropriations provided in Specific Appropriations 138 through 145 from the
Education and General Student and Other Fees Trust Fund are the only budget authority provided in this act for the 2015-
2016 fiscal year to the named universities to expend tuition and fees that are collected during the 2015-2016 fiscal year and
carried forward from the prior fiscal year and that are appropriated into local accounts pursuant to section 1011.4106, Florida
Statutes. The expenditure of tuition and fee revenues from local accounts by each university shall not exceed the authority
provided by these specific appropriations, unless approved pursuant to the provisions of chapter 216, Florida Statutes.”

The total student tuition is comprised of student tuition revenues, estimated June 30, 2015, carry forward of tuition and fees,
and other incidental tuition revenues. The final summer 2013, final fall 2014, and final spring 2014 student data course files
were used to predict the out-of-state students. The student tuition budget authority was adjusted to account for estimated
2014-2015 full-time equivalent enrollment instead of the funded enrollment plan. Based on the authority of each university to
establish a waiver policy and whether to fully implement the tuition increase for graduate, graduate professionals, and
nonresident students, the universities’ actual tuition collections will vary from the projections included in this allocation
document. The estimated June 30, 2014, carry forward of tuition and fees was provided by each university. The "other
incidental tuition revenues" are the 2014-2015 estimated collections and the $1,000,000 sponsored research requirement is
distributed proportional to each university's 2007-2008 indirect costs recovered.

4. Fee waivers (in-state and out-of-state)
Using the student fee formula and calculating the across-the-board percentage increase used by the Legislature, $147,821,259
in fee waivers would be generated. In addition, the $5,030,000 appropriated from lottery funds in 2000-2001 continues in the
base budget to be used to support fee waivers. Pursuant to Board Regulation 7.008, each university board of trustees is
authorized to waive fees for purposes that support and enhance the mission of the university. All waivers must be based on
policies that are adopted by university boards of trustees. Each university shall continue to report the number and value of
the waivers granted annually in the Student Information File.

B. Cost-to-Continue / Base Budget Programs:
1. Transfer Among Units - UCF, UCF-MS
For FY 2015-2016, UCF requested technical adjustments between the main campus and the medical school. Generally, the
technical adjustments are transfers between main campuses, branch campuses, and medical schools for adjustments to