UC Davis Budget and Professional Degree Supplemental Tuition Overview Professional Student Forum April 12, 2012 Chris Carter, Budget Director Sarah Mangum, Principal Analyst Budget and Institutional Analysis

Budget Context: Revenues, Enrollment, Awards, Workforce Enrollment – fall 2011 25,325 Undergraduates (4.2% national/international) 6,755 Graduate and Professional (18% national/international) Research Awards – 2011-12 $700+ million Workforce (FTE) – October 2011 Faculty/academic 4,000 Staff 14,195 Students 3,380 Revenue – 2010-11 $3.4 Billion

Budget Context: State Funding vs. Student Tuition & Fees

Budget Context: Operating Expenses Total Campus Expenses 2010-11: $2.9 Billion Category Amount (millions) % of total Instruction and Academic Support $711.3 24% Research $510.6 17% Student Services and Financial Aid $285.4 10% Operation and Maintenance $92.8 3% Auxiliary $86.5 Institutional Support $83.8 Public Service $58.5 2% Medical Center $1,104.7 38% TOTAL EXPENSES $2,933.5 100%

Budget Context: State Fund and Tuition Budget Shortfall Incremental changes (amounts in millions) 2011-12 Estimate 2012-13 Budget 1 Prior year shortfall not addressed in base ($18.9) 2 State Budget Act (2011-12 Final = $650M reduction; 2012-13 Governor’s Proposal = net $72M increase) ($87.8) $8.2 3 Fixed costs (Post-employment benefits, salary, health care benefits, instruction) ($31.2) ($26.7) 4 TOTAL SHORTFALL ($119.0) ($37.4) 5 6 Funds from 2010-11 state augmentation and set-aside $25.8 $0.0 7 Tuition increases (net of financial aid) $38.7 Pending 8 NET SHORTFALL ADDRESSED BY CAMPUS PLAN ($54.5) ~($37.4) 9 10 New Revenue – Non-resident, summer, other $16.8 $5.5 11 Efficiencies – OE/SSC, Energy, Streamline orgs $13.0 $4.0 12 Cost Reductions – research support, travel, other $5.8 13 REMAINING SHORTFALL ~ ($27.9)

Professional Fees: History Timeline of UC Systemwide Actions on Professional Degree Supplemental Tuition Professional Fees Used to Offset State Budget Cuts Professional Fees Used to Maintain Program Quality

Key Components of Current Policy Professional Fees: UC Policy Key Components of Current Policy Professional Degree Supplemental Tuition (PDST) shall be assessed to sustain and enhance the quality of the professional schools’ academic programs and services Revenue from PDST will remain with the campuses and will not be used to offset reductions in State Support (at UC Davis revenue remains with the Professional Schools) PDST levels are approved by the Regents within the context of a multi-year plan that is subject to annual reconsideration. Multi-year plans should take into consideration: Resources required to sustain the academic quality and enrollment in the professional degree program. Remaining competitive with other institutions of similar quality. The cost of education for each specific degree. Financial aid should be supplemented in an amount equivalent to at least 33% of new PDST or an amount necessary to ensure that financial aid sources are equivalent to at least 33% of all PDST revenue.

Information Included in Multi-Year PDST Plans Professional Fees: UC Policy Information Included in Multi-Year PDST Plans Description of academic and/or programmatic reasons for increase. Programmatic goals and an expenditure plan for new revenue. Efforts taken to avoid PDST increases (cost-cutting and/or fundraising). A market comparison of total fees charged by similar programs at comparison institutions. Policy requires that fees be at or below comparison institutions, however the Regents can approve proposals that do not meet this requirement. Information on program diversity and actions taken or planned to maintain or improve access for underrepresented groups. Description of financial aid goals and strategies , including: Outreach to students regarding financial aid. Encouraging public service careers. Information and viewpoint on student indebtedness. Information on the views of the program’s student body and faculty on the proposed increase and documentation of how consultation occurred.

Professional Degree Supplemental Tuition at UC Davis Student Fees: Uses of Professional Degree Supplemental Tuition at UC Davis Professional Degree Supplemental Tuition at UC Davis Examples of Activities Funded by Category Financial Aid Student Grants & Scholarships Loan Repayment Programs Instructional Programs Curriculum revisions, development, & support Clinical Activities & Support Student Surgery & Labs Legal Writing, Law Review, Student Journals Student Services Career Services Advising Financial Aid Support Registrar and Admissions Student Diversity Office 2012-13 Estimate: $38.8 M Revenue

Student Fees: Professional Degree Fee Levels

Student Fees: Fee Types, Uses, and Approval

Student Fees: Fee Types, Uses, and Approval

Student Fees: Budget and Fee Approval Process

Budget and Fees: Information Sources Budget News Campus, UC system, state budget information budgetnews.ucdavis.edu Data, analysis, reports facts.ucdavis.edu/ Campus Facts budget.ucdavis.edu Campus Budget Office Advocacy www.ucforcalifornia.org Annual financial schedules and reports http://www.ucop.edu/corpacct/finschd/ Regents Policy on Professional Degree Supplemental Tuition http://www.universityofcalifornia.edu/regents/policies/3103.html