1. Budget Update Presented To: University of Louisiana at Monroe Faculty, Staff and Students August 2002

2. Update Agenda State Appropriations 2002-03 Budget Enrollment Management

3. State Appropriations Total State Funds$40,651,641 Self Generated Funds$23,106,710 Library and Scientific $ 685,246 (In Capital Outlay FY02-03)

4. The ULM Budget Budget Process 2002-03 General Operating Revenues & Expenditures Reallocations

5. Campus Reserves Prior Year Cash Department / Work Unit Expenditures An Annual Operating Budget aligned with Campus Mission And Goals 1.Department 2.Division/School 3.Vice Presidents 4.President’s Cabinet 5.Provost 6.President 7.Board of Supervisors System Requirements Instruction Requirements Unavoidable Costs State Mandates Regulatory Requirements Other NEEDS INPUTS PROCESS OUTPUTS Mission & Goals Available Funds New and Reallocations President’s Budget Preparation Directive Performance Distributions TYPICAL ANNUAL BUDGET PROCESS

6. Revenues

7. Self-Generated Fees Tuition and Fees Fiscal Year 01-02 Projected Tuition and Fees19,825,524.93 Fiscal Year 02-03 Budgeted Tuition and Fees18,398,202.75 (9.6% decrease) 1,427,322.18 Tuition Increase 3.4% 639,369.00 Pharmacy Enhancements 262,500.00 Total Fee Enhancements 901,869.00 Decrease in Tuition and Fees 525,453.18

8. General Operating Funds – Revenue FY2002-03 Tuition and Fees 33% $21.01 M Other 3% $2.08 M State Funds 64% $40.65 M

9. Expenditures by Function FY01-02FY02-03

10. Expenditures by Function FY2002-03 Student Services 6% $3.6 M Scholarships 7.7% $4.7 M Plant Oper/Mainten 10.3% $6.3M Instruction, Research & Support 61.9% $38.02 M Library 2.2% $1.4 M Institutional Support 11.9% $7.3 M

11. Expenditures by Object FY01-02 FY02-03

12. Expenditures by Object FY2002-03 Travel, Oper. Services, Supplies & Prof Services 10.1% $6.1 M Other Charges & Capital 12% $7.9 M Salaries & Related Benefits 77.9% $49.7 M

13. 2002-03 Budget Plan Risk Management decrease(78,716) Legislative Auditor fee increase 11,728 Civil Service Merit442,263 Group Benefits 1,463,288 Strategic Faculty (DEFE) 23,826 Equipment Pool (720,765) Total Increase $1,141,624 The state appropriation totals $40,651,641 which represents an increase of $1,141,624 a 2.89% increase from fiscal year 2001- 2002. The $1,141,624 increase is dedicated to the following:

14. Reallocations Major Budget Increases: Academic Support318,000 Instructional Support521,372 Honors Program 23,000 Advancement-Development108,000 Student Services-Recruiting341,124 Plant- Custodial, Grounds, Equipment 417,000 Group Health Benefits 1,674,068

15. Enrollment Overview

16. Fall Headcount, 1996-2001

17. Partnership between Academic Affairs and Student Services to personally contact undecided students Targeted Groups:  Incomplete applicants  Newly admitted students  Students from Spring 2002 who have not enrolled for Fall 2002 Special Initiatives for Fall 2002

18. Enrollment is a University Initiative Remember that retention is everyone’s responsibility Coordinate recruitment efforts with the Admissions Office Identify barriers to enrollment

19. Comments or Questions?