Budget Planning Council

January 12, 2007

M I N U T E S

 

Present: Morgan Allen, Dominic Barbato, Phyllis Bernt, Rich Carpinelli, Larry Corrigan, John Day, Bill Decatur, April Henderson, Gail Houlette, Aimee Howlee, Kathy Krendl, Joe McLaughlin, Wendy Merb-Brown, Mike Mumper, Gary Neiman, Greg Shepherd, David Thomas, Morgan Vis, Mike Williford, and Darrell Winefordner

 

Absent: Dennis Irwin

 

1)      Budget Hearing Process

a)      The BPC hearings will focus on the data provided--not debating the information supplied.

b)      This year will be a learning exercise to achieve accountability, prioritize, and allocate resources.

c)      All requests made to BPC should already reflect GERB requests and ranking.

d)      BPC committee members requested a cover letter outlining the process to be utilized in the hearings and also a copy of each unit’s goals, priorities, or strategic plan.

e)      Discussion occurred regarding balancing the budget, reallocation, model, taxonomy, and status of that process.

f)        John Day will draft a document providing guidance (Budget Hearings ---Instructions for Planning Units)

g)      Each hearing is scheduled for hour divided as follows: 30 minute presentation by unit, 15 minute question and answer, and 15 minute BPC committee discussion with representative not present.

 

2)      Weekly Meetings throughout the quarter

a)      We reviewed the calendar for the dates of meetings and hearings and their location.

b)       All future meetings will be held in the Baker University Center. 

c)      The March 23 meeting scheduled during spring break week has been cancelled and deleted from the calendar.

 

3)      Enrollment Update (Tab 1 (Enrollment) in Jan 12 Excel Attachments)

a)      Undergraduate Enrollment (Mike Williford)

i)        Fall 2007 Undergraduate admission statistics are strong; however, it is too early for transfer statistics.

ii)       Winter Quarter retention figures are up for the first time in 5 years.

iii)     Discussion occurred regarding the need to revisit our university transfer process and make changes to accommodate those students.

b)      Graduate Enrollment (Mike Mumper)

i)        Two new masters programs are admitting students. International students’ statistics are up due to focused recruiting efforts and a more user-friendly website.

c)      Subsidy FTE projections---We discussed the revised SII estimates that reflect a 500+ decrease in undergraduate FTE over the next biennium.   (Tab 2( SII estimates) in Jan 12 Excel Attachments)

 

4)      General Fee Committee---Rich Carpinelli agreed to meet with Students to develop a process and criteria for who can request funding and present it to BPC

5)      Tuition Discussion

a)      We discussed that ideally the University should establish a sound tuition pricing / discounting strategy as if the State tuition and fee cap were NOT in place.  This would allow a coherent discussion of how the cap was constraining us from meeting our strategic objectives.  Historically, for the most part, we have simply gone to tuition cap levels and we have developed long-term tuition and fee strategies.

b)      What assumptions do we want to use in our base model?   Graduate and non-resident tuition is not affected by the caps related to undergraduate tuition above.

i)        Undergraduate

(1)   Instructional Fee                       6 %

(2)   Non-resident                            0 %

(3)   General Fee                              6 %

ii)      Graduate

(1)   Instructional Fee                       6 %

(2)   Non-resident                            0 %

(3)   General Fee                              6 %

c)      Time ran short, so we quickly distributed and briefly discussed handouts that compare various tuition and fees (undergraduate, graduate, professional, medicine,  and regional campus) for Ohio University against other Ohio universities (Tabs 3,4,5,6, and 7 from the Jan 12 Excel Attachments)

 

6)      5. The focus of next Friday’s meeting will be the multi-year budget planning model