[Cobo] Budget Needs Survey FY'23 - FY'25

[Collier, Yolenda]

Business Officers:

As legislative changes in budget request requirements (SB 1030, 2016 Oklahoma Legislature) operational funding requests are to be submitted for three years instead of the standard one year.  Due to this change, in addition to the FY'23 budget needs, the budget needs for FY'24, and FY'25 will also be required.

Attached are five workbooks to report your institution's FY'23 - FY'25 budget needs.  The data will be summarized and presented to the State Regents, Legislature, Governor and other interested parties as part of the higher education funding needs for FY'23 - FY'25.

The "1 - Form - Budget Needs Survey FY2023", "1 - Form - Budget Needs Survey FY2024", and "1 - Form - Budget Needs Survey FY2025"  workbooks: Use these workbooks to identify your institution's mandatory cost and budget priorities for FY'23, FY'24, and FY'25.  The "Instructions" worksheet provides the information to complete the forms.

The "1 - Form - Use of Cost Savings for FY2023 Budget Needs Survey" workbook is used to report cost savings for all institution operations and information technology activities from FY'19 to FY'23 and how the cost savings were utilized.  Institutions will measure their cost savings internally and report only the grand total of each year's total cost savings.  Institutions will continue to report their use of cost savings from FY'19 through FY'23.

The "Use of Cost Savings" worksheets are important as they will report the utilization of cost savings into campus operations, mandatory costs, institutional priorities, Complete College America initiatives, strengthening programs, information technology equipment and infrastructure, energy reduction and enhancing reserves.

The "2 - Guidance for Mandatory Cost FY2023" workbook will provide guidance from Risk Management, OTRS and OMES: Employees Group Insurance Division.  This worksheet provides general guidance to calculate mandatory cost changes for health and dental insurance, risk management, social security and teachers' retirement.

Please report how your institution deploy the special initiative funds and the anticipated outcomes for the specific workforce areas of Engineering/STEM, Nursing, and Teach Education to the new Special Initiative Funding workbook.

Budget Needs Survey FY2023 form, Misc Data workbook, section G - changes in concurrent enrollments: Please report FY'23 concurrent enrollment reimbursement projection in dollar amounts for junior high school students and senior high school students respectively compared to the concurrent enrollments reimbursement from FY'22.

For the purposes of estimating increases in health insurance and social security percentage changes, please use the incremental % increases that you are building into the FY'23 need request.

The budget needs survey is due on Monday, October 4, 2021.  The budget needs request will be tentatively presented to the State Regents on November 4, 2021.

Please mail your printed survey to Sheri at the mailing address listed below and email your survey to me at ycollier at osrhe.edu<mailto:ycollier at osrhe.edu>.

Sheri Mauck
Interim Vice Chancellor for Budget and Finance
Oklahoma State Regents for Higher Education
P O Box 108850
Oklahoma City, OK  73101-8850

Thank you for your diligence.  Please feel free to contact me if you have any questions.

Yolenda Collier
Assistant Vice-Chancellor for Budget & Finance
Oklahoma State Regents for Higher Education
405.225.9317
ycollier at osrhe.edu<mailto:ycollier at osrhe.edu>

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