[Cobo] Budget Needs Survey FY'28 - FY'30

[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’28 budget needs, the budget needs for FY’29, and FY’30 will also be required.



Attached are four workbooks to report your institution’s FY’28 - FY’30 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’28 - FY’30.


The “1 - Form - Budget Needs Survey FY2028”, “1 - Form - Budget Needs Survey FY2029”, and “1 - Form - Budget Needs Survey FY2030”  workbooks: Use these workbooks to identify your institution’s mandatory cost and budget priorities for FY’28, FY’29, and FY’30.  The “Instructions” worksheet provides the information to complete the forms.


At this time, the health insurance and risk management premium rates have not been released. The “2 - Guidance for Mandatory Cost FY2028” 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 will be sent in September once the health insurance and risk management premium rates are available.


Please report how your institution deployed the FY28 Critical Workforce Development Initiative funds using the “Special Initiative Funding” workbook. Please be specific in dollar amounts, purposes, and anticipated outcomes that should total to the full amount of your institution’s allocation.  The information you report in this worksheet will be used for accountability of the funding you received in FY27 allocations to increase STEM degree production. It is important that you use this funding to enhance your STEM production and not to supplant prior funding allocated to STEM degree programs.


  *
FY27 actual outcomes from investment of new special initiative funding with specific data/KPI’s on Critical Workforce Development Imitative.
  *
The potential use of “shared services“ as a model for system efficiencies continues to be emphasized.
  *
Strategic Plan 2030: Projected cost increases or budget need for initiatives that support the State Regents’ Blueprint 2030 Strategic Plan


With Nick’s approval, institutions are no longer required to report the use of cost savings or complete the Complete College America Initiative as part of the budget needs survey process.



The budget needs survey is due on September 21, 2026.  Please email your survey to ycollier at osrhe.edu<mailto:ycollier at osrhe.edu>.  The budget needs request will be tentatively presented to the State Regents on October 22, 2026.



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





Yolenda Collier

Assistant Vice-Chancellor for Budget & Finance

Oklahoma State Regents for Higher Education

405.226.9317

ycollier at osrhe.edu<mailto:ycollier at osrhe.edu>

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