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UC Davis – Campus Facts

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Jason Stewart

on 8 April 2014

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Transcript of UC Davis – Campus Facts

UC Davis – Campus Facts

ranked public university by U.S. News & World Report
top 10
medical centers for service excellence by AAHP
Research funding in 2011-12:
$750 million
among U.S. ranked public universities
among public and private universities

Founded in
; first students admitted
acres (largest UC campus)
Students as of fall 2012:
professional schools
employees: 4,000 faculty & 17,700 staff
People served by the Health System:
6 million
99 undergraduate majors & 90 graduate programs

2013-14 Estimates

UC Davis Revenue: $3.8 billion

Be sustainable
Create incentives that advance campus goals
Be transparent
Be as simple as possible to understand
Balance local autonomy with campuswide vision and values
Include transition strategies

UC Davis Budget Model Principles
Undergraduate tuition revenue
Budget model formula
After return-to-aid, 70% to academic units & 30% to Provost

Portion to units
60% student credit hours
30% degree majors
10% degrees awarded

For 2013-14, $206 million allocated per formula
$143 million to academic units
$63 million to Provost
Tuition in the Budget Model
Attribute revenue to generating unit
Establish cost pools and cost drivers*
Units more responsible for funding activities
Create incentives
Improve student experience
Identify and pursue new revenue
Manage resources with eye to long-term returns
Common with major private universities
Relatively few public universities adopted before late 2000's
Pace by publics increased since financial crisis

*Not part of the UCD model
Responsibility Center Budgeting
“We can either accept that permanent reductions in state support will define a new status quo for UC Davis,… or we can take control of our destiny by
developing new strategies and adopting new budget models
that will move the campus forward in the coming years.”

Chancellor Linda P.B. Katehi
July 22, 2011

Response to Fiscal Crisis
Collectively known as general funds

General funds have always been a combination of
unrestricted state support and tuition

Combination of the two has shifted over the years

Now, tuition is allocated, largely, per a formula
State funds are still allocated incrementally

State Unrestricted Funds and Tuition
Graduate tuition revenue
Budget model formula pending
Focus is on increasing financial support for graduate students

Professional tuition revenue
Budget model formula
Forerunner to the budget model
Autonomy – general funds for tuition
100% of base tuition, nonresident supplemental tuition and professional tuition to the academic unit
Tuition in the Budget Model, cont.
State Revenue vs. Student Fees

Revenues reflect earnings on endowments available to support operations.

UC Davis endowments currently total $807 million.

25% of the proceeds from the Campaign for UC Davis have come in the form of endowments.

Like gifts, endowments are typically restricted, so uses must match donor’s restrictions.
Gifts, Endowments, Interest, cont.

Funds gifted to the University for direct support of university operations.

65% of the proceeds from the Campaign for UC Davis have come in the form of gifts to support operations.

Gifts typically restricted to specific uses; our responsibility to use those funds consistent with those restrictions.
Gifts, Endowments, Interest

The university holds cash (fund balances), and that funding is invested through the UC treasurer.

Interest earned on these balances has historically been referred to as STIP, named for the Treasurer’s investment fund designated the Short-Term Investment Pool.

Only a limited number of funds receive interest directly. The remaining interest is allocated by the Provost for campus priorities.
Gifts, Endowments, Interest, cont.
Student Fees
The student fee revenues slice reflect funds from all student charges except Tuition.

These are restricted revenues – i.e. they are restricted to use for specific purposes.

For Example
Student Services Fee
Campus Expansion Initiative
Student Facilities Safety Fee
Student Fees
75% of undergraduates receive financial aid.

Over 50% receive enough grant and scholarship assistance to fully offset systemwide fees of $12,192.

Over half of undergraduates effectively pay zero in systemwide fees.
Student Fees & Financial Aid
SCH is recorded in Banner and transferred to DESII

Data Editing System for Instructional Information

Authorized staff members edit the data during specific times of the year

Over 130 data editors across campus

The data are used for
Reporting to the Office of the President & state legislature
Allocation formulas that distribute faculty positions and funding for TAs
Allocating a portion of undergraduate tuition revenue per the campus budget model
Compiling teaching reports for the faculty merit and promotion process

Student Credit Hours
DESII Editor Support
Teresa Strausser
Budget and Institutional Analysis

Phone: (530) 752-2463
E-mail: tstrausser@ucdavis.edu
DESII homepage:

A $25 million, five-year program to improve nutrition in the developing world, funded by the U.S. Agency for International Development (USAID)

Direct Costs
Set up overseas office
GSRs (salary and benefits)
Materials and supplies
Lab tests
Direct vs. Indirect Costs
Extramural Research Awards
Direct vs. Indirect Costs, cont.
We do research. A lot of it.
Office of Research
Research units
By discipline
For students

Research awards in 2011-12
$750 million
14th among U.S. ranked public universities
22nd among public and private universities
Grants, Contracts and Indirect Cost
A $25 million, five-year program to improve nutrition in the developing world, funded by the U.S. Agency for International Development (USAID)

Indirect Costs
Departmental administrative support
Sponsored Projects administration
General administration (accounting, human resources)
Student services
Mechanism for recovering indirect costs
$1 of direct costs x _%
Indirect Cost Recovery
Budget model formula

After categorical set-asides
37% to units
63% to Provost

Portion to units based on administrative home
Give examples of set-asides

For 2013-14, total ICR was $124 million
$26 million related to set-asides
$36 million to units
$62 million to the Provost
ICR in the Budget Model
Department or office
Day-to-day operations of the activity
Maintaining break-even status

Office of dean, vice chancellor, vice provost
Approve methodology for activities with a lower risk profile
Office of record for all documentation

Budget and Institutional Analysis
Responsible for the overall policies and procedures related to recharge activities
Approve methodology for activities with a higher risk profile
Provide campuswide support
A recharge activity provides specific, ongoing, repetitive goods or services to campus units on a fee basis.

Units must develop fees or rates that recover all direct costs and, when appropriate, indirect costs.

Units must develop rates that achieve a break-even financial performance (three-year time frame).

Units must apply their rates consistently to all university clients.

Self-Supporting or Recharge Activities
Recharge activities may charge the following:

Other campus units - direct costs only

Contracts and grants, including the federal government - indirect costs collected automatically

Non-university clients - must collect indirect costs via the non-university differential (NUD)

Recharge customers
Course Catalog -> Business Operations -> Financial Management

Budget Concepts:  A Campus overview
Dec. 11, 2013
Apr. 9, 2014

Self-Supporting classes
Getting Started:  Jan. 23, 2014
Managing Self-supporting Activities: Feb. 26, 2014
Advanced Class:  Apr. 2, 2014
Human Resources Training & Development
Budget Model
State Funds & Tuition
Indirect Cost Recovery

A Tour of the UC Davis Revenue Pie
UC Davis Medical Center
Recharge Activities
Gifts, Interest, Endowments
Student Fees

Additional Resources & Training

Overview and Objectives
Full transcript