Program Allocation Adjustments

Dave Lewis
Budget Director
Governor's Office

The schedules below show how the six campuses adjusted their program allocation as compared to the original appropriation amounts contained in HB2. The adjustments include payplan allocation, Legislative Audit, Budget Amendments, Special Session Reductions, and program transfers.

Allocations Made by University System

Program	HB2 Legislative Appropriation	Pay Plan	LAO	Budget Amendment	Special Session Reduction	Program Transfers	Total U-System Allocations	Percent Distribution
Instruction	$75,463,033	$1,323,858	0	$2,625,778	($701,743)	($2,326,121)	$921,772	11%
Research	1,297,743	59,772	0	4,834	(1,161)	99,367	162,812	2%
Public Service	829,049	54,517	0	1,496	0	52,330	108,343	1%
Support	39,225,124	2,321,507	17,451	1,391,463	(227,246)	2,238,397	5,741,572	68%
O&M Plant	17,109,808	696,871	0	307,214	(23,935)	283,731	1,263,881	15%
Fee Waivers	3,508,138	0	0	653,399	0	(347,704)	305,695	4%
Total	$137,432,895	$4,456,525	$17,451	$4,984,184	($954,085)	0	$8,504,075	100%

This table illustrates the allocations made by the 1991 legislature and the changes made by the University System through their allocation of the pay plan, budget amendments, special session reductions, and program transfers. The net effect of the U-system discretionary changes was to significantly expand the support programs. The instruction program, in spite of the increased enrollments, was allocated less than provided in the legislative appropriation and an equitable allocation of pay plan funds.

The results are somewhat disturbing. The summary sheet shows that there was a net increase of $8.5 million to HB2 and only $921,772 made it into the instruction program [first table]. This is in spite of the fact that almost $5 million came from increased student fees and larger enrollments. The lion's share of funds went into support programs ($5.7 million or 68% of the increase).

Montana University System Instruction Program: Faculty Salaries FY 1992

University	Appropriated Formula (1) Faculty Salary Pool	Actual (2) Faculty and GTA salaries SBAS	Difference: Faculty + GTA salaries-- Appropriated	Percent Difference
MSU	$21,198,255	$20,997,657	($200,598)	-0.9%
UM	17,471,227	17,611,971	140,745	0.8%
EMC	5,916,160	5,101,929	(814,231)	-13.8%
NMC	3,357,434	2,879,718	(477,716)	-14.2%
WMC-UM	1,883,547	1,598,718	(284,829)	-15.1%
MCMST	3,703,542	3,610,108	(93,434)	-2.5%
Totals	$53,530,164	$51,800,101	($1,730,063)	-3.2%

Formula: Enrollment/Student to Faculty Ratio times average faculty salary plus FY 1992 pay plan.
Includes SBAS Objects of expenditure for: 1123 Contract Faculty; 1126 Teaching Assistants; 1130 Summer Session Salaries; and 1132 Contract Faculty Extra Compensation.
If the GTAs are not included in this analysis, the total faculty salaries total $48,700,584. This is $4,829,581 or 9.9% less than the Appropriated amount.

A campus-by-campus breakout reveals that in spite of the budget amendments and payplan allocations, three campuses spent less on the instruction program than the formula provided in HB2.

The allocations of payplan moneys raise serious questions. For instance, MSU had $1,621,535 in payplan funds and only allocated $38,670 to the faculty [third table]. The largest amount ($1,190,609) went to the support programs.

Although instruction and faulty salaries have been the Regents' number one priority for several sessions, there is compelling evidence that the faculty has not been receiving the funds appropriated under the formula in HB2. [See Faculty Salaries FY1992 in the second table.]

This raises serious questions about the viability of our current formula.

Allocations Made by U-System: by Unit

Montana State University

Program	HB2 Legislative Appropriation	Pay Plan	LAO	Budget Amendment	Special Session Reduction	Program Transfers	Total U-System Allocations	Percent Distribution
Instruction	$30,085,324	$38,670		$322,172	($100,000)	($102,000)	$158,842	6%
Research	594,926	36,367				(15,000)	20,867	1%
Public Service	260,362	32,051				12,000	44,051	2%
Support	14,183,595	1,190,609	3,227	651,588		106,500	1,951,924	69%
O&M Plant	5,978,306	323,838		223,031		55,000	601,869	21%
Fee Waivers	1,327,730			107,442		(56,000)	51,442	2%
Total	$52,430,243	$1,621,535	$3,227	$1,304,233	($100,000)	0	$2,828,995	100%

University of Montana

Program	HB2 Legislative Appropriation	Pay Plan	LAO	Budget Amendment	Special Session Reduction	Program Transfers	Total U-System Allocations	Percent Distribution
Instruction	$24,636,275	$778,090		$1,804,534	($448,245)	($1,073,594)	$1,060,785	28%
Research	661,517	21,719		4,732		107,692	134,143	4%
Public Service	306,560	6,866		1,496		23,197	31,559	1%
Support	12,542,064	434,515	3,227	633,646	(2,938)	1,032,485	2,100,935	55%
O&M Plant	5,476,334	160,018		80,285		205,189	445,492	12%
Fee Waivers	1,228,974	0		324,184		(294,969)	29,215	1%
Total	$44,850,824	$1,401,208	$3,227	$2,848,877	($451,183)	0	$3,802,129	100%

Montana College of Mineral Science & Technology (Tech)

Program	HB2 Legislative Appropriation	Pay Plan	LAO	Budget Amendment	Special Session Reduction	Program Transfers	Total U-System Allocations	Percent Distribution
Instruction	$5,453,251	$190,115		$186,886	($71,996)	($331,370)	($26,365)	-5%
Research	41,300	1,686		102	(1,161)	7,175	7,802	1%
Public Service	0	0		0	0	0	0	0%
Support	2,893,015	97,200	2,905	6,089	(29,030)	201,334	278,498	53%
O&M Plant	1,545,483	62,410		3,898	(13,935)	121,887	174,260	33%
Fee Waivers	202,561			92,520		974	93,494	18%
Total	$10,134,610	$351,411	$2,905	$289,495	($16,122)	0	$527,689	100%

Eastern Montana College

Program	HB2 Legislative Appropriation	Pay Plan	LAO	Budget Amendment	Special Session Reduction	Program Transfers	Total U-System Allocations	Percent Distribution
Instruction	$8,212,798	$212,118		$82,786	($38,000)	($483,920)	($227,016)	-47%
Research	0	0				0	0	0%
Public Service	253,236	15,600				19,042	34,642	7%
Support	5,360,582	248,800	3,043		(132,082)	606,511	726,272	151%
O&M Plant	2,205,127	63,900				(147,333)	(83,433)	-17%
Fee Waivers	382,715			25,195		5,700	30,895	6%
Total	$16,414,458	$540,418	$3,043	$107,981	($170,082)	0	$481,360	100%

Northern Montana College

Program	HB2 Legislative Appropriation	Pay Plan	LAO	Budget Amendment	Special Session Reduction	Program Transfers	Total U-System Allocations	Percent Distribution
Instruction	$4,516,607	0		$133,000	0	($237,088)	($104,088)	-19%
Research	0	0		0	0	0	0	0%
Public Service	8,891	0		0	0	(1,909)	(1,909)	0%
Support	2,651,011	279,476	2,490	89,203	(51,194)	157,133	477,108	85%
O&M Plant	1,166,288	53,620		0	(10,000)	81,864	125,484	22%
Fee Waivers	278,375	0		64,527	0	0	64,527	11%
Total	$8,621,172	$333,096	$2,490	$286,730	($61,194)	0	$561,122	100%

Western Montana College of the University of Montana

Program	HB2 Legislative Appropriation	Pay Plan	LAO	Budget Amendment	Special Session Reduction	Program Transfers	Total U-System Allocations	Percent Distribution
Instruction	$2,558,778	$104,865		$96,400	($43,502)	($98,149)	$59,614	20%
Research	0	0		0	0	0	0	0%
Public Service	0	0		0	0	0	0	0%
Support	1,594,857	70,907	2,559	10,937	(12,002)	134,434	206,835	68%
O&M Plant	738,270	33,085		0	0	(32,876)	209	0%
Fee Waivers	89,683	0		39,531	0	(3,409)	36,122	12%
Total	$4,981,588	$208,857	$2,559	$146,868	($55,504)	0	$302,780	100%

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