1

University of Hawai‘iUniversity of Hawai‘i

Board of Regents WorkshopBoard of Regents Workshopon the Draft Budget on the Draft Budget

for the Fiscal Biennium for the Fiscal Biennium July 1, 2007 July 1, 2007 –– June 30, 2009June 30, 2009

8.24.068.24.06 22

Workshop OutlineWorkshop Outline

I.I. Framework for the Budget ProcessFramework for the Budget Process

II.II. The ProcessThe Process

III.III. The ResultsThe Results

IV.IV.Questions & ConclusionQuestions & Conclusion

2

8.24.068.24.06 33

University of Hawai‘i System PlanningUniversity of Hawai‘i System Planning

State State PrioritiesPriorities

Institutional Institutional MissionMission

UH UH System System

PlanPlan

•• Campus Strategic Campus Strategic PlansPlans

•• Campus Facilities Campus Facilities PlansPlans

•• Biennium PrioritiesBiennium Priorities

•• Operating & CIP Operating & CIP Budget ObjectivesBudget Objectives

Biennium Biennium Budget Budget

RequestRequest

Source: University of Hawai‘i System Strategic Plan: Entering thSource: University of Hawai‘i System Strategic Plan: Entering the University’s Second Century, 2002e University’s Second Century, 2002––2010, June 2002.2010, June 2002.

8.24.068.24.06 44

Second Decade ProjectSecond Decade Project•• To identify the higher education needs of the To identify the higher education needs of the

State of Hawai‘i in the next decade;State of Hawai‘i in the next decade;•• To determine those needs that should be met To determine those needs that should be met

by which of the campuses within the UH by which of the campuses within the UH system;system;

•• To determine the means by which those To determine the means by which those responsibilities should be financed;responsibilities should be financed;

•• To determine the relative priority of state higher To determine the relative priority of state higher education needs by region of the state; andeducation needs by region of the state; and

•• To use this information to inform the 2007To use this information to inform the 2007––09 09 Biennium Budget proposal development.Biennium Budget proposal development.

3

8.24.068.24.06 55

1.1. Increase the educational capital Increase the educational capital of the stateof the state

2.2. Expand workforce development Expand workforce development initiativesinitiatives

3.3. Assist in diversifying the economyAssist in diversifying the economy

4.4. Address underserved regions and Address underserved regions and populations of the statepopulations of the state

Hawai‘i’s Higher Education NeedsHawai‘i’s Higher Education Needs

8.24.068.24.06 66

Biennium Budget PlanningBiennium Budget Planning

•• How can UH expand service to better How can UH expand service to better meet state needs?meet state needs?

•• How can UH increase student How can UH increase student participation and success?participation and success?

•• How will we know we have succeeded?How will we know we have succeeded?

•• How will we pay for these initiatives?How will we pay for these initiatives?

4

8.24.068.24.06 77

The Biennium Budget Proposal The Biennium Budget Proposal Development ProcessDevelopment Process

•• Budget Policy Paper, BOR approvedBudget Policy Paper, BOR approved

•• Campus ProcessesCampus Processes

•• Stocktaking PresentationsStocktaking Presentations

•• Biennium Budget Advisory CommitteeBiennium Budget Advisory Committee

•• Executive Budget Advisory CommitteeExecutive Budget Advisory Committee

•• BOR WorkshopBOR Workshop

•• President, BOR Review, ApprovalPresident, BOR Review, Approval

8.24.068.24.06 88

Campus ProcessesCampus Processes

•• Include General Funds and Tuition and Include General Funds and Tuition and Fees Special FundsFees Special Funds

•• Reallocate base budget before asking Reallocate base budget before asking for new moneyfor new money

•• Categorize and prioritize along State Categorize and prioritize along State NeedsNeeds

•• Use ceilings to begin deliberationsUse ceilings to begin deliberations

5

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Stocktaking PresentationsStocktaking PresentationsSystemSystem--wide Groupswide Groups

March 20 & 21, 2006March 20 & 21, 2006•• All Campus Council of Faculty Senate ChairsAll Campus Council of Faculty Senate Chairs•• Pūko‘aPūko‘a CouncilCouncil•• UH Student CaucusUH Student Caucus•• Commission on the Status of Lesbian, Gay, Commission on the Status of Lesbian, Gay,

Bisexual, Transgender, and Bisexual, Transgender, and IntersexIntersex EqualityEquality•• Commission on the Status of WomenCommission on the Status of Women•• Faculty of African DescentFaculty of African Descent•• Nursing ConsortiumNursing Consortium•• Travel Industry Management ConsortiumTravel Industry Management Consortium•• UH System Library CouncilUH System Library Council

8.24.068.24.06 1010

Stocktaking PresentationsStocktaking PresentationsCampuses and SystemsCampuses and Systems

April 24, 25 & 26, 2006April 24, 25 & 26, 2006•• MMāānoanoa CampusCampus•• Hilo CampusHilo Campus•• West West O‘ahuO‘ahu CampusCampus•• Each Community College CampusEach Community College Campus•• Community College SystemCommunity College System•• UH SystemUH System

FollowFollow--up meeting June 6, 2006up meeting June 6, 2006

6

8.24.068.24.06 1111

20072007––09 Biennium Budget Committee 09 Biennium Budget Committee Members from These ConstituenciesMembers from These Constituencies

•• ACCFSCACCFSC•• Pūko‘aPūko‘a CouncilCouncil•• Student CaucusStudent Caucus•• UH UH MMāānoanoa•• UH HiloUH Hilo•• UH West UH West O‘ahuO‘ahu•• UH Community CollegesUH Community Colleges•• UH SystemUH System

Meetings: June Meetings: June –– August, met once a week August, met once a week for 2 ½ hours, twice a week in Julyfor 2 ½ hours, twice a week in July

8.24.068.24.06 1212

Setting the Ceiling Setting the Ceiling •• Budget request needs to be responsible Budget request needs to be responsible

and reasonableand reasonable----not a “wish list”not a “wish list”

•• UH needs to take responsibility for UH needs to take responsibility for making the difficult decisions for the use making the difficult decisions for the use of limited resourcesof limited resources

•• Request needs to support the Request needs to support the University’s obligation to address State University’s obligation to address State needsneeds

7

8.24.068.24.06 1313

Level of Current FundingLevel of Current FundingUH Enrollment and Share of State General FundsUH Enrollment and Share of State General Funds

7

8

9

10

11

12

13

14

97-98 98-99 99-00 00-01 01-02 02-03 03-04 04-05 05-06 06-07

Fiscal Year

39,000

41,000

43,000

45,000

47,000

49,000

51,000

53,000

% Share Enrollment

Percent Headcount

Fall Enrollment

% Share of General Funds

(Projected)

Note: UHCC enrollment projections are preliminary.

8.24.068.24.06 1414

UH Biennium Budget Program Change RequestsUH Biennium Budget Program Change RequestsBI 2005BI 2005––20072007General FundsGeneral Funds

--69.5069.5013,207,262 13,207,262

0.000.0015,000,000 15,000,000

582.25582.2538,897,102 38,897,102

--86.5086.5042,142,318 42,142,318

0.000.0030,000,000 30,000,000

401.25401.2551,613,883 51,613,883 TOTAL UHTOTAL UH

--43.0043.001,643,000 1,643,000

0.000.0015,000,000 15,000,000

81.0081.006,676,164 6,676,164

--43.0043.001,343,000 1,343,000

0.000.0030,000,000 30,000,000

61.0061.0025,408,687 25,408,687

UOH 900,UOH 900,UH UH SystemwideSystemwideProgramsPrograms

0.000.0000

0.000.0000

0.000.0000

0.000.0000

0.000.0000

0.000.0000

UOH 881, UOH 881, AquariaAquaria

62.0062.003,535,909 3,535,909

0.000.0000

142.00142.0012,681,051 12,681,051

50.0050.002,570,562 2,570,562

0.000.0000

70.0070.007,368,738 7,368,738

UOH 800,UOH 800,UH Community UH Community CollegesColleges

6.006.00170,000 170,000

0.000.0000

10.5010.50435,000 435,000

4.004.0080,500 80,500

0.000.0000

7.507.50237,000 237,000

UOH 700, UOH 700, UH West UH West O‘ahuO‘ahu

0.000.0000

0.000.0000

0.000.0000

0.000.0000

0.000.000 0

0.000.000 0

UOH 220, UOH 220, SBDCSBDC

31.0031.001,869,353 1,869,353

0.000.000 0

175.00175.008,416,680 8,416,680

28.0028.001,399,256 1,399,256

0.000.000 0

101.00101.005,910,316 5,910,316

UOH 210, UOH 210, UH HiloUH Hilo

--125.50125.505,989,000 5,989,000

Conference Conference PCR'SPCR'S

0.000.000 0

Executive Executive PCR'SPCR'S

173.75173.7510,688,207 10,688,207

--125.50125.5036,749,000 36,749,000

0.000.000 0

161.75161.7512,689,142 12,689,142

UOH 100,UOH 100,UH Manoa (1)UH Manoa (1)

BOR Request BOR Request PCR'SPCR'S

Conference Conference PCR'SPCR'S

Executive Executive PCR'SPCR'S

BOR Request BOR Request PCR'SPCR'S

FY 2006FY 2006––0707FY 2005FY 2005––0606

PROGRAMPROGRAM

Date: 06/27/06Date: 06/27/06

Prepared by UH Budget Office.Prepared by UH Budget Office.PCR totals do not include transfers between programs or pass thrPCR totals do not include transfers between programs or pass through adjustmentsough adjustments(1) Includes $31 million emergency appropriation for (1) Includes $31 million emergency appropriation for MMāānoanoa FloodFlood

8

8.24.068.24.06 1515

UH Supplemental Budget Program Change RequestsUH Supplemental Budget Program Change RequestsBI 2005BI 2005––20072007General FundsGeneral Funds

369.75369.7529,019,530 29,019,530

364.25364.2544,879,681 44,879,681

395.75395.7541,510,457 41,510,457 TOTAL UHTOTAL UH

60.0060.00316,500 316,500

66.0066.0011,113,000 11,113,000

66.0066.007,573,000 7,573,000

UOH 900,UOH 900,UH UH SystemwideSystemwide ProgramsPrograms

0.000.001,500,000 1,500,000

0.000.000 0

0.000.000 0 UOH 881, AquariaUOH 881, Aquaria

120.75120.7515,215,770 15,215,770

142.25142.2518,061,985 18,061,985

98.2598.2513,232,316 13,232,316

UOH 800,UOH 800,UH Community CollegesUH Community Colleges

12.5012.50836,770 836,770

11.5011.50706,358 706,358

11.5011.50706,358 706,358 UOH 700, UH West UOH 700, UH West O‘ahuO‘ahu

0.000.000 0

0.000.000 0

0.000.000 0 UOH 220, SBDCUOH 220, SBDC

66.0066.004,949,853 4,949,853

49.0049.003,745,586 3,745,586

104.00104.006,627,819 6,627,819 UOH 210, UH HiloUOH 210, UH Hilo

110.50110.506,200,637 6,200,637

95.5095.5011,252,752 11,252,752

116.00116.0013,370,964 13,370,964 UOH 100, UH ManoaUOH 100, UH Manoa

Conference Conference PCR'SPCR'S

Executive Executive PCR'SPCR'S

BOR Request BOR Request PCR'SPCR'S

FY 2006FY 2006––0707PROGRAMPROGRAM

Date: 08/21/06Date: 08/21/06

Prepared by UH Budget OfficePrepared by UH Budget OfficePCR totals do not include transfers between programs or pass thrPCR totals do not include transfers between programs or pass through adjustmentsough adjustments

8.24.068.24.06 1616

State Revenue ProjectionsState Revenue ProjectionsCouncil on RevenuesCouncil on Revenues

May 30, 2006May 30, 2006

4.6%4.6%5.2%5.2%5.5%5.5%5.0%5.0%7.1%7.1%6.5%6.5%9.5%9.5%16.0%16.0%8.3%8.3%GROWTH RATEGROWTH RATE

$6,088,060$6,088,060$5,819,096$5,819,096$5,529,459$5,529,459$5,242,420$5,242,420$4,992,919$4,992,919$4,661,708$4,661,708$4,375,522$4,375,522$3,977,539$3,977,539$3,446,385$3,446,385NET TOTALNET TOTAL

29,08229,08226,43426,43423,86823,86821,36621,36618,86918,86919,90919,90916,46216,46212,38912,3895,6285,628Transient Transient Accommodation TaxAccommodation Tax

808808806806803803800800798798795795791791781781681681MiscellaneousMiscellaneous

64,25064,25052,57352,57343,22343,22335,73435,73429,73029,73024,89124,89120,90220,90212,29112,2917,8837,883ConveyanceConveyance

--------------12,71212,7129,8309,830Inheritance & EstateInheritance & Estate

22,45722,45720,90620,90619,17919,17917,48317,48315,79015,79013,82113,82111,58011,58036,52036,520(534)(534)Banks & Other Fin Banks & Other Fin CorpsCorps

53,24553,24551,97651,97650,71750,71749,46949,46948,22148,22146,96646,96645,56745,56743,73743,73741,25041,250Liquor & PermitsLiquor & Permits

93,65493,65491,37591,37589,23789,23787,26687,26685,55585,55584,25684,25683,70083,70084,07984,07978,40078,400Tobacco & LicensesTobacco & Licenses

105,771105,771103,720103,720101,343101,34396,66196,66191,64891,64887,79287,79284,20884,20883,07783,07778,14278,142Insurance PremiumsInsurance Premiums

193,109193,109179,771179,771166,699166,699154,049154,049141,641141,641129,246129,246116,941116,941108,686108,68699,50599,505Public Service Public Service CompanyCompany

71,70771,70775,32475,32483,47083,47088,02388,02389,40889,40891,23791,237127,999127,99985,60585,60556,65356,653Income Income –– CorporationCorporation

2,138,1972,138,1972,035,4422,035,4421,934,7901,934,7901,834,2821,834,2821,736,3041,736,3041,629,9031,629,9031,509,8501,509,8501,381,0591,381,0591,168,5701,168,570Income Income –– IndividualIndividual

$3,315,780$3,315,780$3,180,769$3,180,769$3,016,130$3,016,130$2,857,287$2,857,287$2,734,955$2,734,955$2,532,892$2,532,892$2,357,522$2,357,522$2,136,603$2,136,603$1,900,377$1,900,377General Excise & UseGeneral Excise & Use

FY 2012FY 2012FY 2011FY 2011FY 2010FY 2010FY 2009FY 2009FY 2008FY 2008FY 2007FY 2007FY 2006FY 2006FY 2005FY 2005FY 2004FY 2004

EstimatedEstimatedActualActualType of TaxType of Tax

Estimates of General Fund Tax Revenue: FY 2006 to FY 2012Estimates of General Fund Tax Revenue: FY 2006 to FY 2012(in thousands of dollars)(in thousands of dollars)

9

8.24.068.24.06 1717

Differentials v. “Across the Board”Differentials v. “Across the Board”

•• % increase based on history% increase based on history

•• % increase based on priorities% increase based on priorities

•• Couple proportional increase to Couple proportional increase to base funding with priority base funding with priority differentialsdifferentials

8.24.068.24.06 1818

DifferentialsDifferentials•• UH West UH West O‘ahuO‘ahu –– growth to meet geographical growth to meet geographical

need need

•• Community Colleges Community Colleges –– formula funding to support formula funding to support growth in enrollmentgrowth in enrollment

•• Information Technology Services to CampusesInformation Technology Services to Campuses–– Online LearningOnline Learning

–– HR and Payroll consolidationHR and Payroll consolidation

–– Financial System DevelopmentFinancial System Development

–– Data WarehousingData Warehousing

–– Disaster RecoveryDisaster Recovery

–– ADA SupportADA Support

10

8.24.068.24.06 1919

Differentials cont’d.Differentials cont’d.•• University CentersUniversity Centers

•• VP Student Affairs VP Student Affairs –– Campus ServicesCampus Services

•• SystemSystem--wide Groups’ Requests:wide Groups’ Requests:

–– Leadership DevelopmentLeadership Development

–– Student CaucusStudent Caucus

•• Board Office:Board Office:

–– WICHEWICHE

–– Internal AuditInternal Audit

________________________________

•• President’s Differentials, “Access with Success” InitiativesPresident’s Differentials, “Access with Success” Initiatives

•• Board of Regents DifferentialsBoard of Regents Differentials

8.24.068.24.06 2020

General Fund Target CeilingsGeneral Fund Target CeilingsBI 2007BI 2007––0909

383,069,191383,069,19137,508,10437,508,104

420,577,295420,577,295

Calculation of Second Year CeilingCalculation of Second Year CeilingFY 2006FY 2006––07 Appropriation Base07 Appropriation BaseAdd: FY 2007Add: FY 2007––08 Ceiling Increase08 Ceiling Increase

FY 2008FY 2008––09 Appropriation Base09 Appropriation Base

37,508,10437,508,104Total RequestTotal Request

2,880,4122,880,4122,273,6252,273,625

2,538,7442,538,744300,000300,000506,000506,000

140,500140,500100,000100,000

250,000250,000250,000250,000

9,239,2819,239,281

1,686,1661,686,1661,195,5941,195,594

3,125,5003,125,500300,000300,000306,000306,000

133,500133,500100,000100,000

225,000225,000250,000250,000

7,321,7607,321,760

Add Biennium Budget Committee Differentials:Add Biennium Budget Committee Differentials:UH West UH West O‘ahuO‘ahu –– Growth to meet Geographical NeedGrowth to meet Geographical NeedUH Community Colleges UH Community Colleges –– Formula Fund Growth to Support Formula Fund Growth to Support

Workforce Development NeedsWorkforce Development NeedsInformation Technology Initiatives for Services to CampusesInformation Technology Initiatives for Services to CampusesUniversity CentersUniversity CentersVP Student Affairs VP Student Affairs –– Campus ServicesCampus ServicesSystemSystem--wide Groups Requests at System Level:wide Groups Requests at System Level:

Leadership DevelopmentLeadership DevelopmentStudent CaucusStudent Caucus

Board Office:Board Office:New Positions for Internal AuditNew Positions for Internal AuditWICHEWICHE

Total DifferentialsTotal Differentials

58,536,96958,536,96930,186,34430,186,344Target General Fund Ceiling Before DifferentialsTarget General Fund Ceiling Before Differentials

37,508,10437,508,104Add to 2nd Year for Continuing Costs from First Year of BienniumAdd to 2nd Year for Continuing Costs from First Year of Biennium

21,028,86521,028,8655.0%5.0%

30,186,34430,186,3447.9%7.9%

Target General Fund CeilingTarget General Fund CeilingPercent Increase over Prior YearPercent Increase over Prior Year

420,577,295420,577,295383,069,191383,069,191Prior Year AppropriationPrior Year Appropriation

FY 2008FY 2008––0909FY 2007FY 2007––0808

11

8.24.068.24.06 2121

Budget CategoriesBudget Categories

A.A. Increase Educational Capital of the StateIncrease Educational Capital of the State

B.B. Expand Workforce DevelopmentExpand Workforce Development

C.C. Assist in Economic DiversificationAssist in Economic Diversification

D.D. Address Underserved Address Underserved Regions/PopulationsRegions/Populations

E.E. Increase Infrastructure/Support ServicesIncrease Infrastructure/Support Services

F.F. Technical AdjustmentsTechnical Adjustments

8.24.068.24.06 2222

•• Director met with the Biennium Budget Advisory Director met with the Biennium Budget Advisory CommitteeCommittee

–– Base BudgetBase Budget

–– MeasuresMeasures

•• Subsequent meeting with B&FSubsequent meeting with B&F

–– Second Decade ProjectSecond Decade Project

–– State NeedsState Needs

–– Biennium Budget Development ProcessBiennium Budget Development Process

•• Director Kawamura’s Suggestion to Revise the Program Director Kawamura’s Suggestion to Revise the Program Structure of the UH Budget along State NeedsStructure of the UH Budget along State Needs

Dialogue with State Dept. of Budget & FinanceDialogue with State Dept. of Budget & Finance

12

8.24.068.24.06 2323

““Pilot” Approach for Change in Pilot” Approach for Change in Budget Program StructureBudget Program Structure

•• Frame the FB 2007Frame the FB 2007––09 Budget Request 09 Budget Request Along State NeedsAlong State Needs

•• Develop and track corresponding measures Develop and track corresponding measures of effectivenessof effectiveness

•• Restructure and recode our financial Restructure and recode our financial accounts accounts

•• Create and test a parallel system for the Create and test a parallel system for the Supplemental Budget, FY 2008Supplemental Budget, FY 2008––0909

•• Consider full implementation for FB 2009Consider full implementation for FB 2009––1111

8.24.068.24.06 2424

Proposed Budgets and IndicatorsProposed Budgets and Indicators

•• CIP BudgetCIP Budget

•• Operating BudgetOperating Budget

•• Performance IndicatorsPerformance Indicators

13

8.24.068.24.06 2525

Proposed CIP BudgetProposed CIP Budget

196,654196,654CC52,64252,642CC144,012144,012CC General Obligation Bond FundGeneral Obligation Bond Fund

100,000100,00035,40035,40034,35934,359

196,654196,654

BBCCXX

00200200

0052,64252,642

BBCCXX

100,000100,00035,20035,20034,35934,359

144,012144,012

BB Special Funds Special Funds CC General Obligation Bond Fund General Obligation Bond Fund XX Other FundsOther Funds

University of Hawai‘i Community CollegesUniversity of Hawai‘i Community Colleges

80,57980,57936,30036,3002,5002,500

169,759169,759

CCNNRR

14,06514,06533,00033,000

00200200

CCNNRR

66,51466,5143,3003,3002,5002,500

169,559169,559

CC General Obligation Bond FundGeneral Obligation Bond FundNN Federal FundsFederal FundsRR Private ContributionsPrivate Contributions

University of Hawai‘iUniversity of Hawai‘i––West West O‘ahuO‘ahu

144,881144,88128,76528,765

800800199,379199,379

CCEEWW

77,06577,06528,76528,765

0047,06547,065

CCEEWW

67,81667,81600

80080072,31472,314

CC General Obligation Bond FundGeneral Obligation Bond FundEE Revenue BondsRevenue BondsWW Revolving FundsRevolving Funds

University of Hawai‘i at HiloUniversity of Hawai‘i at Hilo

58,06558,065174,446174,446

CC52,61752,617105,830105,830

CC5,4485,44868,61668,616

CC General Obligation Bond FundGeneral Obligation Bond FundUniversity of Hawai‘i at University of Hawai‘i at MMāānoanoa

100,000100,000515,579515,57928,76528,76536,30036,3002,5002,500

80080034,35934,359

58,06558,065

BBCCEENNRRWWXX

00196,589196,58928,76528,76533,00033,000

000000

52,61752,617

BBCCEENNRRWWXX

100,000100,000318,990318,990

003,3003,3002,5002,500

80080034,35934,359

5,4485,448

Means of FinancingMeans of FinancingBB Special FundsSpecial FundsCC General Obligation Bond FundGeneral Obligation Bond FundEE Revenue BondsRevenue BondsNN Federal FundsFederal FundsRR Private ContributionsPrivate ContributionsWW Revolving FundsRevolving FundsXX Other FundsOther FundsTotals by Budget UnitTotals by Budget UnitUniversity of Hawai‘i SystemUniversity of Hawai‘i System

718,303718,303Biennium TotalBiennium Total TotalsTotals

258,354258,354459,949459,949Total by Fiscal YearTotal by Fiscal Year

20082008––2009200920072007––20082008CumulativeCumulativeG.O. BondsG.O. Bonds

Fiscal BienniumFiscal Biennium

Project TitleProject TitleDraft Draft

PriorityPriority

UH Capital Improvements Program, Fiscal Biennium 2007UH Capital Improvements Program, Fiscal Biennium 2007––20092009 (in thousands)(in thousands)

8.24.068.24.06 2626

14

8.24.068.24.06 2727

8.24.068.24.06 2828

Total General Fund Operating Request Total General Fund Operating Request By State NeedsBy State Needs

(579.50)(579.50)

$57,067,565$57,067,565(375.00)(375.00)

$37,409,422 $37,409,422 TOTALTOTAL

(0.00)(0.00)

3,373,5023,373,502(0.00)(0.00)

3,035,1783,035,178•• Technical AdjustmentsTechnical Adjustments

(120.50)(120.50)

13,036,98813,036,988(100.00)(100.00)

9,459,2259,459,225•• Infrastructure/Support ServicesInfrastructure/Support Services

(90.50)(90.50)

6,107,9556,107,955(57.00)(57.00)

4,396,7444,396,744•• Underserved Regions/PopulationsUnderserved Regions/Populations

(47.00)(47.00)

7,554,934 7,554,934 (29.00)(29.00)

5,655,000 5,655,000 •• Economic DiversificationEconomic Diversification

(94.00)(94.00)

8,126,3728,126,372(35.00)(35.00)

3,301,9763,301,976•• Workforce DevelopmentWorkforce Development

(227.50)(227.50)

$18,867,814$18,867,814(154.00)(154.00)

$11,561,299$11,561,299•• Increase Educational CapitalIncrease Educational Capital

FY 2008FY 2008––0909FY 2007FY 2007––0808

15

8.24.068.24.06 2929

Total General Fund RequestTotal General Fund RequestBy CampusBy Campus

(579.50)(579.50)

$57,067,565$57,067,565(375.00)(375.00)

$37,409,422 $37,409,422 TOTALTOTAL

(35.50)(35.50)

6,787,2246,787,224(27.50)(27.50)

6,772,8346,772,834•• UH SystemUH System--wide Campus Supportwide Campus Support

(164.00)(164.00)

15,436,10815,436,108(86.00)(86.00)

9,255,3489,255,348•• UH Community CollegesUH Community Colleges

(46.00)(46.00)

3,417,4483,417,448(25.00)(25.00)

1,983,388 1,983,388 •• UH West UH West O‘ahuO‘ahu

(51.50)(51.50)

3,790,9923,790,992(35.00)(35.00)

2,321,3302,321,330•• UH HiloUH Hilo

(282.50)(282.50)

$27,635,793$27,635,793(201.50)(201.50)

$17,076,522$17,076,522•• UH UH MMāānoanoa

FY 2008FY 2008––0909FY 2007FY 2007––0808

8.24.068.24.06 3030

Total Special Fund Planned Ceiling Total Special Fund Planned Ceiling Increases by CampusIncreases by Campus

(39.00)(39.00)

$31,905,971$31,905,971(15.00)(15.00)

$21,185,507$21,185,507TOTALTOTAL

(0.00)(0.00)

1,500,0001,500,000(0.00)(0.00)

1,500,0001,500,000•• AquariaAquaria

(0.00)(0.00)

6,910,0166,910,016(0.00)(0.00)

3,507,7663,507,766•• UH Community CollegesUH Community Colleges

(0.00)(0.00)

1,453,4811,453,481(0.00)(0.00)

718,584718,584•• UH West UH West O‘ahuO‘ahu

(39.00)(39.00)

7,042,4747,042,474(15.00)(15.00)

3,459,1573,459,157•• UH HiloUH Hilo

(0.00)(0.00)

$15,000,000$15,000,000(0.00)(0.00)

$12,000,000$12,000,000•• UH UH MMāānoanoa

FY 2008FY 2008––0909FY 2007FY 2007––0808

16

8.24.068.24.06 3131

Performance IndicatorsPerformance Indicators

•• Common indicators across Common indicators across campusescampuses

•• Relatively fewRelatively few

•• Relevant to State needsRelevant to State needs

•• Focus on “Access with Success”Focus on “Access with Success”

•• Benchmark against peers where Benchmark against peers where availableavailable

8.24.068.24.06 3232

Proposed Performance IndicatorsProposed Performance Indicators

•• Enrollment numbersEnrollment numbers

•• Transfer numbersTransfer numbers

•• Retention ratesRetention rates

•• Graduation rates/numbersGraduation rates/numbers

17

8.24.068.24.06 3333

Historical and Projected Enrollments, by UnitHistorical and Projected Enrollments, by Unit

0

10,000

20,000

30,000

40,000

50,000

60,000

1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012

Fall Semester

Mānoa Hilo Comm Colleges West O‘ahu

Actual

Projected

Note: Community Colleges projected enrollment data are preliminaNote: Community Colleges projected enrollment data are preliminary.ry.

8.24.068.24.06 3434

UH System Enrollment, by ResidencyUH System Enrollment, by Residency

0

10,000

20,000

30,000

40,000

50,000

60,000

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005

Fall Semester

Resident Non Resident

22%21%19%18%16%

15%13%13%13%13%

18%

18

8.24.068.24.06 3535

Transfers from the UH Community Colleges into Transfers from the UH Community Colleges into the UH Upper Division/Fourthe UH Upper Division/Four--Year CampusesYear Campuses

1,215

9871,058

9961,108

9341,044

972

830897

1,111

0

300

600

900

1,200

1,500

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005

Fall Semester

Mānoa Hilo West O‘ahu

Number of Transfers

8.24.068.24.06 3636

Average OneAverage One--Year Retention RatesYear Retention RatesUH UH MMāānoanoa (1990(1990––2003) and UH Hilo (19942003) and UH Hilo (1994––2003)2003)

88%85%

79%75%

68%62%

0%

20%

40%

60%

80%

100%

Benchmark Peer UHM Benchmark Peer UHH

Note: First-time, full-time, degree-seeking freshmen.UHM=F90–F03 cohorts, UHH=F94–F03 cohorts as of 2004.

Source: Consortium for Student Retention Data Exchange 2004–05 Survey

19

8.24.068.24.06 3737

Average Graduation & Retention Rates, Average Graduation & Retention Rates, UHWO & UHWO & UHCCsUHCCs

55%

15%21%

14% 11%20%

13% 17%11%

10%

20%14%

18% 26%17%

24% 16%18%

0%

20%

40%

60%

80%

UHWO UHCCAvg

HAW HON KAP KAU LEE MAU WIN

Graduated Still Enrolled

4 years after entry4 years after entry19981998––1999 cohorts1999 cohorts

3 years after entry3 years after entry19941994––2002 cohorts2002 cohorts

Note: UH Community College calculations are based on first-time, full-time, degree-seeking freshmen, fall cohorts.As an upper division campus, UH West O‘ahu calculates graduation and retention rates based on new, first-time transfers to UH West O‘ahu.

8.24.068.24.06 3838

Graduation Rates by CohortGraduation Rates by CohortUH UnitsUH Units

UHM

UHH

UHCC

0.0

10.0

20.0

30.0

40.0

50.0

60.0

70.0

Gra

duat

ion

Rat

e

UHM 54.9 54.4 54.0 53.6 52.4 52.9 54.0 55.8UHH 24.8 29.7 27.7 30.8 30.4 31.5 33.7 29.9UHCC 17.2 14.5 13.6 15.2 14.3 13.2 15.0 14.1

Fall 1 Fall 2 Fall 3 Fall 4 Fall 5 Fall 6 Fall 7 Fall 8

Percent

Note: For UH Mānoa and UH Hilo, Fall 1=1991 cohort, Fall 8=1998 cohort.For UH Community Colleges, Fall 1=1994 cohort, Fall 8=2001 cohort.UH West O‘ahu data are excluded due to limited cohort years.

Cohorts

UHMPeer

UHHPeer

UHCCPeers

20

8.24.068.24.06 3939

UH Degrees Earned, System TotalUH Degrees Earned, System Total

7,530 7,746 7,6367,144 7,128 7,238

6,811 6,6407,076 7,246

7,537

0

2,000

4,000

6,000

8,000

1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 2001-02 2002-03 2003-04 2004-05

Fiscal Year

Mānoa Hilo West O‘ahu Community Colleges

8.24.068.24.06 4040

Next StepsNext Steps

September 2006September 2006President’s Review, SystemPresident’s Review, System--wide wide Priority Setting, and ApprovalPriority Setting, and Approval

January 2007January 20072007 Legislative Session begins2007 Legislative Session beginsDecember 2006December 2006Governor’s Executive BudgetGovernor’s Executive BudgetSeptember 2006September 2006UH Submittal to State B&FUH Submittal to State B&F

September 2006 September 2006 BOR MeetingBOR Meeting

Board of Regents Review Board of Regents Review and Approvaland Approval

August 2006 August 2006 Board Workshop (informational)Board Workshop (informational)DateDate