BOARD OF TRUSTEES BUDGET WORKSHOP May 23, 2013 BUDGET SUMMARY - - PowerPoint PPT Presentation

BOARD OF TRUSTEES BUDGET WORKSHOP May 23, 2013

BUDGET SUMMARY

• Overall the recurring budget increased $9.1 million.

This assumes a 1.7% tuition increase for in-state undergraduate and graduate students. In addition, this number is based on 10,600 FTE. We are projecting 10,300 FTE.

• As a result, the budget has a reserve in case of no

tuition increase and/or enrollment shortfall.

BUDGET SUMMARY

• Although we have additional recurring dollars, the carry-

forward amount used to pay for non-recurring priorities is

• nly $7.0 million, compared to $9.0 million last year.
• Total general revenue and lottery for 2013/2014 is $76.5

million, compared to $90.8 million in 2007/2008. Without including property operation and maintenance dollars, general revenue and lottery for 2013/2014 was $59.0 million, compared to $79.2 million in 2007/2008.

BUDGET SUMMARY

• We increased recurring and non-recurring reserves to

$4.0 million (or 2.8%) in case of call-backs this year, or additional budget reductions next year. Adding in the reserves, should tuition increases

• ccur, and for enrollment shortfall, the overall

reserve is 4.6% of the operating budget.

• Of the total educational & general budget, 79.0% of the

budget is salaries, benefits and OPS; 4.7% is utilities; and the remaining 16.3% is operating expenses.

BUDGET PROCESS

In 2012-2013:

• Each division reviewed their operations to determine expenses

that could be reduced.

• A controlled spending committee continued to meet to review

spending throughout the year and look for methods to create greater efficiencies.

• The university had purchasing savings of $470K during the first 3

quarters of this fiscal year, due to sourcing and contracting by the Purchasing Department.

• The vacancy pool committee continued its review process.

REVENUE BUDGET FOR 2013/2014

Increases

• Restoration of FY 2013 budget reduction - $7.2 million.
• Assuming a 1.7% tuition increase for undergraduate and

graduate - $729,000.

• Annualize 2012/2013 tuition increase - $1.2 million.
• Plant, operations and maintenance for new buildings -

$36,000.

• Eliminated a director of donor communications position. Those

responsibilities were absorbed by other employees, allowing us to hire a staff photographer.

• Student Affairs realigned the responsibilities of an employee to

assist more people.

• Academic Affairs reallocated $350,000 to purchase a helium

liquidifier which will bring in more dollars for sponsored grants.

• Reallocated $200,000 from other colleges to Brooks College of

Health, based on enrollment trends.

DIVISIONAL REALLOCATIONS

DIVISIONAL REALLOCATIONS

• Reallocated $84,000 of summer school monies to Brooks

College of Health to bring in an extra cohort of students.

• Reallocated a position in property to provide an additional

security position.

• Moved 3 positions from Financial Systems to Information

Technology Services to create the Project Management Office.

• Deleted a position in the Controller’s office to upgrade other

positions to professional level.

RECURRING RESOURCES FOR 2013/2014

1) 2012/2013 Educational & General Allocation (Initial) $130,943,558 Annualization of Health and Retirement Benefits $3,080,941 Enrollment Alignment/Differential Tuition $598,935 Adjusted 2012/2013 Base Allocation $134,623,434 2) 2013/2014 New Allocation Funding:  Enrollment Growth $0  Tuition Increase 729,047  Restoration of FY2013 Budget Reduction $7,191,189  Annualization of 2012/2013 Tuition Increase $376,199  Annualization of Tuition Differential/Prepaid Adjustment $800,960  Adjustment in Plant Operations & Maintenance for New Space $36,022 New Educational & General Funding $9,133,417 3) 2013/2014 Educational & General Allocation $143,756,851

FUNDING SOURCES FOR RECURRING ALLOCATION 2013/2014

• New Educational & General Funding

$9,133,417

• Reserves (2012/2013 Recurring)

$2,481,362

• Savings from Alternative FICA

$175,000 TOTAL RECURRING DOLLARS $11,789,779

FUNDING SOURCES FOR NON-RECURRING ALLOCATION 2013/2014

• Callback and Other Reserve Carryover

$4,100,000

• Prior Year Balance (Unallocated)

$1,450,000

• Unspent Funds, Salary Savings

$1,450,000

• Interest

$400,000 TOTAL NONRECURRING DOLLARS $7,400,000

RESERVES

$403,635 Recurring $3,585,688 Non-recurring

• Reserve for Enrollment Shortfall

$1,849,725

• Tuition Increase Reserve

$729,047 Recurring

• Executive Reserve

$200,000 Recurring $400,000 Non-recurring

NEW ALLOCATIONS FOR 2013/2014

• Employee Raises

$1,222,500

• Hire Music Assistant Professor

$70,000

• Background Checks

$57,500

• Divisional Allocations

$800,000

ACTUAL & PROJECTED FTE

• 2010/2011 Actual FTE

10,385

• 2011/2012 Actual FTE

10,428

• 2012/2013 Actual FTE

10,349 Below Target 251

• 2013/2014 Target FTE

10,400 College of Arts & Sciences 3,570 Coggin College of Business 1,542 Brooks College of Health 1,337 College of Education & Human Services 1,003 College of Computing, Engineering & Construction 537

Cultivate a learning environment that supports intellectual curiosity, academic achievement and personal growth. GOAL 1

ACCOMPLISHMENTS FOR GOAL 1

Our freshman student profile continues to climb.

ACCOMPLISHMENTS FOR GOAL 1

• While we hired 10 new faculty members for 2012-2013, the net total went

down by 9.

• 27 of these faculty were supported by the 2012-2013 increase in tuition

differential.

• A total of 90 faculty were supported by all of the tuition differential

increases.

ACCOMPLISHMENTS FOR GOAL 1

We have been using more tenure and tenure-earning faculty.

ACCOMPLISHMENTS FOR Goal 1

• Our freshman-to-sophomore retention rate climbed from 81.4% for fall 2010

admits to 83.0% for fall 2011 admits.

• Our freshman-to-junior retention rates slipped from 70.2% for 2009 admits

to 68.4% for fall 2010 admits.

ACCOMPLISHMENTS FOR GOAL 1

Freshman Year Experience

• Instituted mandatory freshman housing.
• Common philosophy course for FTIC students – develop

critical thinking.

• New Osprey Advantage Courses – introduces freshmen to

their major and the faculty in their major.

• Student Passport – a passport that is stamped when

students attend cultural events, evening lectures, athletic events.

• Expanded learning-living communities where students live

with peers in the same major.

ACCOMPLISHMENTS FOR GOAL 1 Overall Student Experience

• Doubled student-life activities.
• Started tailgating experiences.
• In 2011/2012 we had 64 members in Osprey Nation.
• In 2012/2013 that grew to 951 members.

ACCOMPLISHMENTS FOR GOAL 1

We increased the number of distance-learning courses from 356 to 400 over the past year.

INITIATIVES FOR GOAL 1

• In 2013/2014 we will fully implement a student virtual

lab, giving students access to statistical and other software programs from home and other distant sites.

• In 2013/2014, we will be operating full-force with our

data analytics program.

• In 2013/2014, we anticipate a 12 to 14% increase in

distance-learning courses.

INITIATIVES FOR GOAL 1

• We will hire 6.5 additional positions to assist with

development and support in on-line learning (funded through the distance-learning fee approved last year).

• In 2013/2014, we anticipate recruiting on 28 tenure-

earning lines for 2014/2015.

• Working to increasing freshmen connectivity and

bonding:  Incoming freshman café  40 days/40 night program

RECOGNITIONS FOR GOAL 1

• The Princeton Review once again rated UNF as one of the “Best

Value” public colleges and universities in 2013.

• U.S. News and World Report named UNF among the best regional

colleges in 2013.

• The Coggin College of Business has been named an outstanding

business school, according to The Princeton Review for the 6th consecutive year.

• Forbes ranked UNF among the Best Colleges in America.

Recruit and support a diverse community of students, faculty and staff who will contribute to, and benefit from the university’s mission.

GOAL 2

ACCOMPLISHMENTS FOR GOAL 2

• UNF had growth in minority representation among students, staff and faculty in 2012.
• There continues to be an upward trend among students in particular.

ACCOMPLISHMENTS FOR GOAL 2

• African American students remain at UNF into their sophomore

and junior years at rates higher than for the overall population.

• This is not true for Hispanic students.

ACCOMPLISHMENTS FOR GOAL 2

• Continued to fund Commission on Diversity.
• Coordinated with MOSH on RACE exhibit.
• Upgraded position and hired a new director for

Lesbian, Gay, Bisexual and Transgender Resource

• Center. Position funded by anonymous donor.
• Coordinate activities between OneJax and 2 on-

campus centers: Interfaith Center Center for Intercultural Peace

Support and recognize research and creative endeavor as essential university functions. GOAL 3

ACCOMPLISHMENTS FOR GOAL 3

Coggin College of Business 2010-2011 2011-2012 Faculty reporting 48 45 Books 9 6 Book chapters and refereed articles 76 72 International, national and regional presentations 29 32 Computing, Engineering and Construction 2010-2011 2011-2012 Faculty reporting 30 34 Book chapters and refereed articles 72 128 International, national and regional presentations 41 45 Contracts and grants 31 51 Patents 1 1 Department of History 2010-2011 2011-2012 Faculty reporting 12 11 Books 3 1 Book chapters and refereed articles 5 11 Book reviews 6 6 Encyclopedia entries 3 10 International, national and regional presentations 18 31 Contracts and grants 4

CONTRACTS AND GRANTS

ACCOMPLISHMENTS FOR GOAL 3

Hired 2 new faculty to work in the Taylor Center for Coastal Engineering.

• Provided $690,000 in start-up funding for faculty in sciences,

engineering and psychology.

• More than 40 undergraduate scholars presented at the 3rd Annual

Florida Undergraduate Research Conference (FURC). The UNF delegation of students was second only to that of UF.

• The 12th Annual Showcase of Osprey Advancements in Research and

Scholarship (SOARS) highlighted 96 posters and oral presentations by 184 UNF presenters. These researchers include undergraduates, graduate students and faculty mentors from disciplines across the university.

INITIATIVES FOR GOAL 3

• Will hire a new associate vice president for research.
• Will fund $405,000 in start-up costs for new faculty.
• Will continue $100,000 in funding for research in the

UNF Environmental Center. This includes funding for summer research internships for students.

• Will fund library acquisitions through recurring dollars.

Affirm the university’s public responsibility through civic and community engagement.

GOAL 4

EXAMPLES OF COMMUNITY-BASED TRANSFORMATIONAL LEARNING

• Dr. Chris Johnson, Economics, and Ms. Ju’coby Pittman, Clara White, will be

presenting "The Engaged Campus: Driving Innovation through Community Partnerships,” at a national conference in Dearborn, MI June.

• Dr. Karhikeyan Umapathy's senior computer information class developed a

volunteer management database for the Sulzbacher Center. When his students realized that the Sulzbacher Center's computers wouldn't be able to run the software, they arranged for the delivery of 6 donated computers.

• Dr. Debbie Reed’s special education majors began by using donations to

restructure Lakeshore Elementary Schools recreation. Once this was done, they developed a peer-to-peer mentoring program between the Lakeshore Middle AVID students and Lakeshore students with exceptionalities. District officials are looking to see if the program can be replicated.

EXAMPLES OF COMMUNITY-BASED TRANSFORMATIONAL LEARNING

• Dr. Stephynie Perkins, Department of Communication, involves her

students in her campaigns courses in community-based learning

• experiences. This year her students worked with the refugee

resettlement program of Catholic Charities. All of her students worked directly with some aspects of the resettlement process.

• Who thought grave yards could be a site for Community-Based

Transformational Learning. Our own trustee Dr. Gordon Rakita

• did. His students assisted in mapping a local cemetery using

ground penetrating radar and developed historical biographies of individuals for use in a cemetery tour.

INITIATIVES FOR GOAL 4

• We will be preparing our 5th year review for SACS
• reaccreditation. A major focus of this review will be an

accounting of our implementation of community-based transformational learning opportunities.

• Continue to fund departmental grants to increase community-

based education in coursework.

• Continue to work with the World Affairs Council on the Global

Issues Forum and continue to host the Distinguished Voices lecture (nonrecurring).

• Continue the Civil Discourse series with OneJax.

RECOGNITIONS FOR GOAL 4

• The University of North Florida was placed on the 2013

President’s Higher Education Community Service Honor Roll for

• ur work in community settings, student volunteerism and

philanthropic efforts, as well as academic programs that include forms of community-based learning.

• This is the second year in a row that the university was honored

with this distinction.

Secure fiscal, physical and technological resources aligned with the university’s mission and values. GOAL 5

ACCOMPLISHMENTS FOR GOAL 5

• Received a $2.2 million increase to base to offset a part
• f the 2012/2013 budget cuts.
• Using the 13% increase to tuition we were able to retain

27 faculty lines ($2.5 million).

• Using the 13% increase to tuition we were able to

provide need-based financial aid to an additional 484 students ($1.5 million).

• Increased internal network communication speeds by a

factor of 10 (1000% increase).

ACCOMPLISHMENTS FOR GOAL 5

• Increased use of p-card purchases by $1.3 million

which equates to a 33% increase in university rebates.

• Saved $110,000 on water and sewer charges compared

to last fiscal year; mainly attributable to our new water- softening system for the plant cooling towers.

• Outsourced student email, saving $100,000 in capital

expenditures.

ACCOMPLISHMENTS FOR GOAL 5

• Completed construction on Student Wellness Center.
• Completed construction on new student dinning

facility.

• Opened Faulty Commons and Talon Room.
• Increased funding for need-based aid (tuition

differential).

• Received $4 million in funding for renovating Skinner-

Jones Hall.

ACCOMPLISHMENTS FOR GOAL 5

• Completed UNF’s most successful capital campaign, raising over $130 million.
• Beat the record for NE Florida’s most successful campaign, our own $110 million

campaign.  More than $42 million raised for scholarships.  Nearly $6 million raised for fellowships.  $19 million raised to fund professorships.  Nearly $50 million raised for academic enhancements.  More than $14 million raised for capital improvements.

INITIATIVES FOR GOAL 5

• Begin renovations on Skinner-Jones North.
• Fully implement use of a mobile work-management

system, allowing onsite entry and tracking of new work

• rders using QR code technologies.
• Initiate new card-key system across campus, multi-year

project beginning in Housing.

• Improve student billing statements to make them more

understandable.

INITIATIVES FOR GOAL 5

FACULTY AND STAFF RAISES