Contents
- Undergraduate Tuition Revenue Pool
- Facilities & Administrative Cost Recovery (F&A Costs)
- Summer Session Tuition Revenue
- Faculty Resources
1. Undergraduate Tuition Revenue Pool
The pool of Undergraduate Tuition Revenue distributed through the budget model is based on:
- Estimated UG Tuition (enrollment x tuition rate)
- Less financial aid (~30% RTA rate)
- Less set-asides to OP
- Plus UG NRST
- Less NRST Held Centrally
- Net UG Tuition Pool Allocated
- Net UG Tuition is allocated to the units responsible for the activity as follows:
- 70% to colleges, divisions and schools based on 3 metrics: 60% on student credit hours, 30% on degree majors, and 10% on degrees awarded.
- 30% to Provost to be incorporated into Provost Allocation resources.
Beginning with 2020-21 UGTR allocations, schools and colleges receive funds based on the existing workload metric and allocations and a separate allocation will be made to central campus that will be used to fund student success initiatives. The existing $257 million pool of UGTR - about $180 million of which is held by deans - will continue to be allocated to the colleges and schools based on their workload metrics. Any growth above this pool that previously would have been allocated to colleges and schools will be held centrally for use in student success investments.
Amounts (if known):
- 2021-22
- > Pool to Allocate: $257,421,000
> NRST in Pool: $32,052,000
> Value of SCH: $80
> Value of Major: $1,692
> Value of Degree: $1,988 - 2022-23
- > Pool to Allocate: $257,421,000
> NRST in Pool: $32,052,000
> Value of SCH: $80
> Value of Major: $1,674
> Value of Degree: $1,872 - 2023-24 Fall Estimate
- > Pool to Allocate: $257,421,000
> NRST in Pool: $32,052,000
> Value of SCH: TBD
> Value of Major: TBD
> Value of Degree: TBD
Other Info/Resources:
2. Facilities & Administrative Cost Recovery (F&A Costs)
F&A cost recovery is collected from research sponsors in one year and distributed to the units that generated it the following year. In general, the Budget Model distributes 30% to Units and 70% is held centrally for campus investment decisions.
Information and Recent Allocations for the F&A Budget Model
3. Summer Session Tuition Revenue
Summer Session Tuition Revenue is distributed to the units based on student credit hours taught during summer sessions. Allocations are made in the fall based on the revenue pool available for distribution.
- The revenue pool is determined based on:
- Total Summer Sessions Revenue
- Less Waivers (typically CalVet)
- Less Return-to-Aid (~30%)
- Less 8% to Student Affairs (equivalent of Student Service Fee in F,W,S, provide same support)
- Less Funds Held Centrally (backfill historic state budget reductions)
- Net Summer Session Pool Allocated
- Of the pool, Academic Units Receive 80% and the Provost 20%.
Amounts (if known):
- 2021-22
- > Summer Revenue generated in 2021: $30,236,000
> Pool Allocated: $11,364,000 base + $2,829,000 current
> 80% to Units: $9,091,000 base + $2,065,000 current
> 20% to Provost: $3,679,000 base + $764,000 current
> $/SCH: $112 - 2022-23
- > Summer Revenue generated in 2022: $22,760,000
> Pool Allocated: $9,388,000
> 80% to Units: $7,510,000
> 20% to Provost: $1,878,000
> $/SCH: $88 - 2022-23 Estimate
- > TBD/SCH
Other Info/Resources:
4. Faculty Resources
When faculty retire or resign, the salary and benefits associated with the position are divided between the Provost and Dean. The Provost uses these funds to reinvest in new faculty positions and support faculty merit funding and the Dean can use the funds retained to replace the vacated position.
Amounts (if known):
- Faculty Salary and Benefit Allocation at Retirement
- > Colleges & Divisions:
35% returned to Provost
65% retained by Dean
> Professional Schools:
20% returned to Provost
80% retained by Dean - Faculty Salary and Benefit Allocation at Resignation
- > 90% retained by Dean
> 10% returned to Provost
Please see paper for certain special circumstances and information on faculty paid on sources that are not state funds or tuition.