Operating Review Spring 09

Agenda

 Welcome – Fran Ulmer  Management Review – Bill Spindle  Facilities Update – Chris Turletes  Performance ‘09 – Renee Carter-Chapman  Conditions – Fran Ulmer  Priorities – Mike, Bruce Schultz, Bill, Renee, Beth Rose  FY10/11 and Beyond – Mike and Bill  Closing Remarks – Fran

Management Report Recap

  Carryforward analysis  FY09: Approx $7.2M (2.9% of operating revenue) FY09 budget building process   Based on UAA 2017 and UA 2009 Key principles  Combine with FY10 budget development process  Separate allocation process for comm campuses  Units get carryforward  80/20 tuition revenue sharing  Kept 2% reserve: approx $2.7M

 Kept 1% holdback for focused investment

Community Campus Support

     UAA MAU maintains separate allocation process for community campuses   All tuition All staff benefit increases/savings  All indirect cost recovery Support for operating and capital budgets  Don’t generally reallocate funding to CCs  Also don’t take funding from CCs for reallocation to others Administrative support  HR, Procurement, Accounting, etc.

Academic support Facilities support

Space Allocation and Utilization

  Space Allocation  Web based process  http://www.uaa.alaska.edu/spacemanagement/  PBAC Facilities Subcommittee Space Utilization  R25 Software  Real-time tracking/reporting on space  Three phases   Centralized classrooms (68) Non-class room space – conference rooms, etc.

 Non-centralized classrooms (183)  Just completed phase three

Space Allocation and Utilization

 Space utilization initial findings:  Average utilization (Mon-Thurs)   Centrally scheduled rooms: 61% Non-centrally scheduled rooms: 46%  Much more to do  Space utilization study team    Course caps vs room caps Type of classroom vs usage Efficiency vs effectiveness

Internal Reallocation Summary

 Targeted support of high priority programs and critical support areas  Complement legislative and SW support  FY07:$2,224,000  Reallocated from central funds  Primary focus  Strengthen instruction: $1,230,000  Student success: $350,000  Administrative support: $644,000

Internal Reallocation Summary

 Targeted support of high priority programs and critical support areas  Complement legislative and SW support  FY08: $2,168,100  Reallocated from central funds and administrative units ($725,000)  Primary focus  Strengthen instruction:$1,388,000  Student success: $205,000  Administrative support: $575,100

Internal Reallocation Summary

 Targeted support of high priority programs and critical support areas  Complement legislative and SW support  FY09: $1,593,600  Reallocated from central funds and across the board 1% from all units ($841,000)  Primary focus    Strengthen instruction: $638,200 Student success: $305,600 Administrative support: $649,800

FY09 Base GF Funding: Engineering  Expansion of BSE Program: $575.0

 All five positions expected to be hired by Summer 09  Advising/Technician Support for Eng Expansion: $200.0

 Hired non-faculty advisor and lab tech in 08  Civil Engineering Expansion: $130.0

 Added faculty member specializing in transportation engineering in 08  Geomatics Engineering Expansion: $100.0

 Position to be filled within a month

Cost Savings and Efficiencies

 Every department looking for efficiencies and savings  College of Ed: Eliminated Adult Ed program, saved $170,000  University Advancement: scaled back event expenses, promotional giveaways, office supplies and development activities, saved $225,200  Athletics: Took advantage of permanent fund airfares, saved $293,730

Cost Savings and Efficiencies

 Planning major fall campaign to recharge and refocus IDEA campaign  Evaluated and implemented hundreds of cost saving suggestions  New focus will be on sustainable….

 Programs  Facilities  Support  Space

Spring 2009 Operating Review Facilities Status

Expenditure Requirements Per Board of Regents Policy

FY08 Required MAU Minimum - $ 8,378,972 MAU Actual Expenditures –

$10,490,835

     Anchorage - $ 8,163,241 KPC – $ 708,130 Kodiak - $ 655, 712 Mat-Su - $ 719, 649 PWSCC - $ 244,103

Breakdown of Anchorage Campus Facilities M&R Expenditures FY08

Total (Anchorage Campus) FY08 Facilities M&R Expenditures - $6,532,825 1 147 486 127 532 1 605 988 2 111 356 616 504

Electrical/Mechanical Administration M&R Projects R&R Projects Space Upgrades Auto/Diesel Bldg Maintenance

111 373 812 586

FY08 Breakdown of Auxiliary Expenditures Budget Required $ 1,909,040 (Actual $1,630,416)

Major Projects Funded in FY08 Anchorage Campus (over $25K)

BUILDING

Social Science Building WFSC Swimming Pool WFSC WFSC Admin Building Student Union Bookstore ULB Spine (SU to Engineering) Consortium Library PSB Lucy Cuddy Housing MAC Housing

PROJECT

Rm 118 Lighting Upgrade Energy Project--Light Replacement Concession Area Gym Floor (concrete waterproofing) Reconfig Provost/VC /Advancement space Fire Egress Stairwell Stairwell to Basement Curb and Side Walk Repair/Replacement Carpet Replacement E media/ Justice CHSW Dean’s Area remodel Concession Area Recreation Field Heating Piping Replacement and Repairs

EXPENSE

$ 101.0K

$ 84 .0K

$ 147.9K

$ 37.3K

$ 200.0K

$ 76.5K

$ 29.5K

$ 33.2K

$ 45.5K

$1,000K $ 40.0K

$ 80.1K

$ 36.1K

$ 83.6K

Major M&R Community Campus Projects for FY08

CAMPUS/BUILDING

KPC –Homer

PROJECT

Replace and Renew Siding KPC Ward Building Replace HVAC Fan Controls KPC Ward Building Remodel EMT Lab KPC KPC Kodiak Kodiak Kodiak McLane Bldg Complete Science Rooms Goodrich-McLane Complete Walkway Vo-Tech Residing Benny Benson & Campus Center Carpet Replacement Benny Benson/VoTech Restroom Upgrades

EXPENSE

$ 82.5K

$ 72.2K

$ 75.4

$ 73.0K

$ 319.3K

$278.5K

$ 31.4K

$ 174.6K

Major M&R Community Campus Projects for FY08

CAMPUS/BUILDING

MatSu/ Okeson Bldg

PROJECT

Fire Alarm Panel Upgrade MatSu/Snodgrass Renew Science Lab MatSu/ Exterior PWSCC/ Growden/Harrison PWSCC/Warehouse Fire Lane Widening Remodel for Science and Nursing AE Services for the Warehouse/Maintenance Shop

EXPENSE

$ 36, 157 $120,000 $ 79,987 $ 239,000 $ 22,663

Expenditure Requirements Per Board of Regents Policy

FY09 Required MAU Minimum - $ 9,178,859

FY09 MAU M&R Budget - $ 10,306,261 ($ 1,127,402 over minimum) Budget Spent 31 Jan 09

     Anchorage(Inc Aux)$ 8,720,999 $ 5,320,570 KPC Kodiak Mat-Su PWSCC $ 557,026 $ 422,184 $ 267,572 $ 175,455 $ 424,648 $ 149,122 $ 336,016 $ 145,703

FY09 Major Funded Projects Anchorage Campus (over $25,000)

BUILDING

PSB Eugene Short Hall WFSC SSB Spine Campus Wide Library (Circulation Desk Area) 707 A St. Campus Space Upgrades

PROJECT

Dance Studio Floor Replacement Carpet and Stair Tread Replacement Gym Floor Lecture Hall Rm118 Lighting Replacement Furniture Carpet Heating system repairs Exterior Repairs Diplomacy, Admin, ULB, WFSC

FY09 Major M&R Projects Committed EXPENSE

$ 26,387 $ 32,848 $ 37,250 $132,000 $ 32,255 $ 48,400 $ 36,694 $ 75,948 $1,503,484

$ 2,290,945

Major Projects for FY09 Community Campuses

CAMPUS/BUILDING

KPC KPC KPC-Homer KPC-Homer Kodiak Kodiak Kodiak MatSu MatSu PWSCC PWSCC

PROJECT

Building Automation System Upgrade EMS and Anthropology Lab Improvements Restroom Remodel and Lighting Upgrade Siding VoTech Restroom Remodel Library Carpet Replacement and Painting Siding Replacement VoTech Carpet Fire Alarm Upgrade Lighting Upgrades Campus Shoppe/Café Renovation

EXPENSE

$ 23K $165K $ 40K $ 49.5K

$150K $185K $ 220K $ 8K $102K $100K $250K

Construction in Progress Highlights

Integrated Science Building – Opening Fall 09 Designer: ZGF/ECI Hyer Constructor: Cornerstone Completion: Sep 09/ TPC: $91M Move in begins in June

Construction in Progress Highlights

East Campus Parking and Loop Road Designer: ZGF/ECI Hyer Constructor: Roger Hickel Contracting Completion: Sep 09 / TPC: $13M

Health Science Building

Health Science Building Designer: LSI CM@R: Cornerstone Const Inc Completion: Aug 11 / TPC $ 46M Site Work Package Expected Late Summer 09 Next Regents Action will be: Report on CM@R Site Work Proposal

Sports Arena

UAA Sports Arena Designer: MCG Completion: Pending Funding Road/Site Package Possible for Late Summer 09 Next Regents Action will be: Approval of SD for Site Package at June BOR meeting

Summer Construction--Anchorage

Construction Summer 2009

Joint PhD —SSB Final Phase-- 2 nd Floor Pysch Lab and Cl Rms Designer: ECI Hyer, Completed: Sep 09

Construction Summer 2009

MAC Housing 3 Sprinklers/Fire Notification Designer: PDC Inc Constructor: Consolidated Constructing Completed: Aug 09 / TPC: $ 500,000

Construction Summer 2009

WWA and Aviation Roofs Designer: USKH, Inc Scheduled for Completion: Sep 09 / Combined TPC: $1.6M

Construction Summer 2009

Engineering Portables Completion: May 09 Inplace; need painting, skirting and furnishing 1K GSF each Office space and Classroom

Construction Summer 2009

Soldotna/KPC Waterline Designer: Wince/Corthell/Bryson for City of Soldotna Constructor: Peninsula Construction Completed : Spring 09 / TPC: $ 1.55M

Major Projects Update– PWSCC Warehouse/Maintenance Shop Designer: McCool Carlson and Green Constructor: Pacific Erectors TPC-- $ 1.4M Work Begins: May 2009 Work Complete: Late Sumer 2009

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Construction Summer 2009 (M&R/R&R)

Kodiak  Siding Phase I   Siding Phase II (planning) Selected Carpet Replacement   Roof Assessment Cable Plant Upgrade  Master Plan Valdez  Warehouse/Maintenance Building     Housing Upgrades Fire Panel Replacement Roof Assessment and Repair Master Plan



Construction Summer 2009 (M&R/R&R)

KPC —Kenai River Campus     Waterline Connections Soil Remediation Campus Cable Plant Upgrade Roof Assessment Master Plan   KPC —Homer  Landscaping   Architectural Work Campus Cable Plant Upgrade   Roof Assessment and Repair Master Plan



Construction Summer 2009 (M&R/R&R)

MATSU   Fire Panel Campus Cable Plant Upgrade   Master Plan Roof Assessment

UAA Planning

Anchorage Campus Community Campuses      UAA Sports Arena Design and Site Work Science Building Renovation (Backfill) Re-roofing Projects Master Plan Update     Refining Engineering Requirements with SW Facilties  Cable Plant Renewal —All Campuses Community Campus Master Planning – All Campuses Homer – Classroom Building ($2.5M) PWSCC-- Housing Upgrades   Mat-Su –Valley Center for Art and Learning KPC- Process Technology Facility Kodiak -- VoTech Bldg

Project Concerns

    Sports Complex    Only Partially Funded $15M in FY09; $0 FY10 PAMC Agrees with Shared Use Parking Timing of Regents Approval for Site Work Package Science Backfill  Project Estimate $11.4M in FY 10 budget; $0  Will get started with FY09 R&R funds Engineering     Portables and Voc Rehab short term (11K GSF) Possible Gift- Fabric Structure as “Design Studio” Recovered space in 3rd Floor Engineering (5K GSF) Rented Warehouse Space as a “Design Studio”  Need a Long Term Solutio n Community Campuses Capital Planning  Last year’s Projects revalidated; or a “Pause”

Sustainability Efforts

          Energy Policy --Conservation VFDs; Motors, Controls No Touch/Low Flush Technology Classroom Lighting SSB 118 Carpet Recycling High Efficiency Boilers SSB High efficiency HW Heaters LED light demonstrations 2 new Hybrid Vehicles Trial Use of Hybrid Bus

Initiatives

 Energy Related Concepts —       Carbon Footprint Calculation and Reduction Plan ISB has extensive BAS controls, high efficiency modulating boilers and hot water heaters, VFDs on motors over 10 hp and energy efficient lights and controls. The SSB Joint PhD project also has energy efficient lighting, boilers and hot water heaters. Central Heat and Power Plant Energy Performance Contract LED Street/Garage Lighting/LED University

Volcano Preparedness

 Plan for Ash Fall  Monitored Events  Personnel on Call  Materials on Hand  Executed Plan  Campus Clean Up  Continuous Improvement  Reconstitute

EHS--Update

 Significant Activities Since October 2008         Lab and Shop Inspections-Complete Community Campus Inspections (3 of 5) Disaster Exercise participation Building and Safety Coordinator Training  12 Sessions (2 x ea) on General Safety, Dealing with Difficult People, Sustainability, Fire Extinguishers, Em Planning, Claims and Reporting  50 + Participants Volcano Watch and Response activities ISB Start up Activities Tritium Exit Sign Inventory Response Intelex and Clarity Net Training and Demos

EHS-- Self Assessment

EHS-Accidents/ Regulatory Agency Fines

Lost Time Days per Year

Campus Space Renewal Projects

English in Admin 1st Floor

Diplomacy Space

Grants and Contracts Space @ Diplomacy

49

HR Space in ULB

Facilities Space in ULB

Administration Area

Lighting Upgrades

Summary

       Lots of Work and Planning Anchorage and Community Campus Investing More than Minimum M&R into plants Master Planning   Anchorage — Presentation to the BOR this Summer-- Sep 09 Kodiak, KPC, MatSu and PWSCC –Ongoing; Presentation to BOR-- Nov 09 Improving our Project Approval Process Will be Participating in the SW Facilities Organization Assessment Team Actively Investing in Energy Saving Technology Great to Have a SW Facilities Officer

Spring Clean-up 2009—Earth Day +1

Spring Clean-up 2009—Earth Day +1

Performance ‘09

   

Strategic Opportunity Fund Summary

Strategic investments in high priority areas Examples – Student Success   Degree Audit and Advising Planning (Degree Works)  Established 24/7 access to degree planning tool Supplemental Instruction     Begun in FY06 Supports SI Coordinator and SI Leaders/Peer Mentors Targets poor performers in entry-level courses Results: Significant grade improvement Examples - Intensive Faculty and Staff Development Programs   Integrating Issues of Climate Change into the Curriculum Engaging Controversy/Difficult Dialogues Intensive  Developing a Diversity Team at UAA Continuing to assess investments

Key Conditions

    National and State Economies State Budget The Stimulus and Federal Spending UAA Communities and Markets for Higher Education

UAA 2017 Priorities & Accreditation “Core Themes”

 Strengthen and Develop the Total UAA Instructional Program  Reinforce and Rapidly Expand our Research Mission  Expand Educational Opportunity and Increase Student Success  Strengthen the UAA Community  Expand and Enhance the Public Square

Priorities: Total Instructional Program

 Alaska’s critical higher education needs in workforce development:  Health  Engineering  Business  Teacher Education  Career and Technical Fields

Priorities: Total Instructional Program

 Continuing major commitments to:  CPDS  Student Research  General Education/Related Instruction  Honors  International and Intercultural  Engagement  Professional Doctorates  Joint and Collaborative PhDs?

Priorities: Research Mission

 Emphasize building infrastructure, enhancing student research, and growing capacity for competitive research  Build on existing strengths in social sciences  Build on emerging strengths in biological, bio medical, environmental, and health science  Pursue areas of critical need to Alaska and USA  Energy research

Priorities: Student Success

• • Defined as access, transition, retention, persistence, achievement, completion, and distinction Continuing focus on: – P-20 – Placement – Advising – Retention – Efficiency

Priorities: UAA Community

 Student Life  Safety  Sustainability  Stewardship  Diversity  Engagement  Personnel hiring, development, review

Priorities: UAA Community – Plant, Equipment, Info Technology

• • • Capital projects Bandwidth for equivalent info tech experience across MAU Anchorage campus restricted footprint • Available buildable land limited

Priorities: Engagement

 Partnerships: Career Cluster Planning in Career and Technical Education  Partnerships: P-20 Education  Service Learning  Engaged Research

Priorities: Philanthropic Outreach

    Development efforts challenged by financial crisis and recession  Working to keep outstanding team  Appreciate UA Foundation efforts to reorganize Advancement Services system-wide Focus on increased individual support Focus on continued development of strong alumni community Foundation endowment reports  Improves visibility   Will analyze spendable balances Ensure full use of funding

Priorities: Accreditation

• • • • New Accreditation Scheme – More information – – – More complex More frequently Shorter time frame Accreditation can no longer be treated as a once a decade requirement to addressed with ad hoc organization Accreditation requirement prompts close attention to convergence principle UAA is Pilot Institution

UAA Organization and Planning

FY 10 Distribution

 Operating  Preserve and develop success of last 10 years  Fixed Cost Increases  Salaries and benefits  ISB     Use legislative funding for facilities operations Use one-time bridge funds for remaining facilities ops funds and ISB personnel hires Keep track of actual costs Go back to legislature next year for balance of costs   Athletics and Risk Management SW   Rent Campus allocations  Other   Library IT

FY 10 Distribution

  Operating  Preserve and develop success of last 10 years  Complement legislative programmatic funding  Continue to strengthen instruction   Refocus and strengthen research effort Reinforce student success initiatives Allocation of funds  Central funding plus shortfall funded by one-time 1% reallocation from most budget units   Exceptions: University Advancement, Student Affairs, Library, IT Strategically determining eventual base cuts to replace one time bridge funding

Stimulus Proposals Submitted

 National Institute for Health  Department of Justice  National Center on Minority Health $2.9M

$1.1M

$1M

Possible Stimulus Proposals from Departments

 Small Business Development Center – Office of Science Financial Assistance Program  Center for Human Development - NIH  College of Education - NIH  ANSEP - Department of Commerce  WWAMI – NIH  Justice Center/University Police – Office of Juvenile Justice and Delinquency Prevention

FY 11 and Beyond

 

Operating



Develop plan to reallocate 7% of budget to sustainable priority programs over next 3 years

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Deans design process to identify and reconfigure, reduce, or eliminate low performing/nonsustainable programs Administrative directors do efficiency/effectiveness study of organizations Capital

   

Sports Arena

 

Groundbreaking event in September Explore fund raising possibilities Engineering Bldg

 

Look for temporary space: portables/voc rehab bldg Refine space need Health Science Bldg II

 

Clear need; concept design ready to go Work with health industry partners Housing

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Work with SW to do needs analysis

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UAA



Community Campuses

A Very Good Year

Athletics

 UAA sets Western Collegiate Hockey Association (WCHA) Record  UAA’s ski team qualifies entire team to compete at the NCAA Championships  UAA Women’s Basketball Team had another record setting year

Academic Programs/Research

 College of Business and Public Policy received AACSB reaccreditation  Institute for Social and Economic Research published “How Hard is it for Alaska’s Medicare Patients to Find Family Doctors?”  Every Alaska WWAMI faculty member with a research component to his or her workload has funding at either the national or international level.

Academic Programs/Research Continued  The Center for Behavioral Health Research and Services:  Annual Budget    Overall awards >$2M >$10M Two Prestigious NIH R01 awards Grant expenditures FY09 to date are over $750K  Key Part of the Joint PhD  UAA School of Engineering has partnered with Dimond High School’s Engineering Academy

Education

 AEIN Grant – largest grant ever awarded UAA (2004)  COE had 100% of all students who interned in Early Childhood and in Elementary Education and were seeking employment hired by Alaska districts.

 Joint Speech and Language Pathology Graduate Program

Students

 Fourth consecutive Truman Scholar from UAA (Deana Glick) Deana Glick – Truman Scholar  Students craft climate action plan for Anchorage  Construction Management Club takes 2 nd place at major national competition  U.S. Department of State 2009 Critical Languages Scholarship in Advance Chinese (Melanie Parrett)

Students Continued

 First Marshall Scholar at UAA (Kelcie Ralph)  Congress Bundestag Scholarships (Jessica Allman and Renata Ballesteros-Lopez)  University Honors student to attend Harvard Law after graduation from UAA this spring (Severin Randall) 

Since 2004, scholarship awards at UAA have increased by 85%. Of students choosing to report, 58% of scholarship recipients are first generation students

Kelcie Ralph – Marshall Scholar

UAA Graduates

 Total Graduates for AY09 = 2200 (projected)  Comparison  AY06 1842 Graduates  AY07 2022 Graduates  AY08 1975 Graduates