FISCAL YEAR 2012-2013 UNIVERSITY BUDGET COMMITTEE

OPEN INFORMATIONAL FORUM May 2, 2012

St. Croix

St. Thomas

Ardrina Scott-Elliott, UBC Co-Chair

Shirley Lake-King, UBC Co- Chair

UNIVERSITY OF THE VIRGIN ISLANDS

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University Budget Committee No. Name Campus Constituency

Term Expiration

1. Douglas Iannucci STT Faculty Fall 2013 2. Alex Randall STT Faculty Fall 2012 3. Nancy Morgan STX Faculty Fall 2012 4. Nanyamka Farrelly STT Staff Fall 2012 5. Tannesia Petersen STT Staff Fall 2013 6. Sandra Pierre Louis STX Staff Fall 2012 7. Cherise Bourton STT Student Fall 2012 8. Amber Magloire STX Student Fall 2012 9. Cregg Brown STX Student Fall 2013 10. Judith Edwin STT/STX Administrator Fall 2012 11. Cheryl Franklin STT/STX Administrator Fall 2012 12. Haldane Davies STT/STX Administrator Fall 2012 13. Ardrina Scott-Elliott STT/STX Senate Chair Fall 2012 14. Karl Wright STX/STT Provost Fall 2012 15. Shirley Lake-King (Co-Chair) STT/STX VP A&F/CFO Fall 2013

1 UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13

Budget Calendar FY2012-2013

Activity FY11-12

1. Develop Budget Call package December, 2011

2. Send out Budget Call packages December 13, 2011

3. Provide Budget Call orientation January 10, 2012

4. Conduct Training Session for UBC Members January 11, 2012 5. Receive responses to Budget Call from

constituent groups, deans and component heads January 27, 2012

6. UBC meeting with President Hall to set budget strategic direction, schedule budget hearings and discuss issues impacting sources & uses of funds & assumptions.

January 17, 2012 & February 20, 2012

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13 2

Budget Calendar FY2012-2013 (cont’d)

Activity FY11-12

7. University Budget Hearings March 13-30, 2012

8. UBC makes FY2012-2013 Operating Budget recommendation to President Hall April 2012

9. Open forum to share UBC’s budget recommendation May 2, 2012

10. President Hall reviews UBC’s budget recommendation, reviews it with Cabinet and presents the Administration’s recommendation to UVI & Finance & Budget Committee of the Board of Trustees May 8, 2012

11. Recommended budget is presented to Board of Trustees for approval June 9, 2012

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13 3

Budget Calendar FY2012-2013 (cont’d)

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION fy12-13

Activity FY11-12 12. Approved Fiscal Year 2012-2013 Appropriations Request is submitted to Governor deJongh February, 2012 13. Present University’s Fiscal Year 2012-2013 Appropriations Request before 29th Legislature at the University’s Budget Hearing July-August, 2012 14. Issue Budget Authorizations & Load Budget allocation on Banner November, 2012

15. Publish University Budget on UVI Website November, 2012

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Budget Process Outcomes � Opportunities for stakeholder input

� University Budget Committee (UBC) � Presentations at UBC hearings by various constituencies

� Align available resources to the component and constituent priorities based on: � Strategic Plan VISION 2012 – vision, mission, goals, etc. � Management Values

� Linkage to human resources practices and organizational management practices

� Communication to the campus community � Open forums � University Website

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13 5

UBC Charge - #1 � President Hall met with the UBC on January 17, 2012

and charged the committee to: � Review revenues and expenditures � Review previous zero-based budgeting exercise

(FY2011) � Request additional budget information from

Component heads � Make recommendations for reductions/reallocations to

provide a balanced budget for FY2013 utilizing budget reduction principles

� Make recommendations in regards to allocation of Plant Funds

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13 6

Constituency/Component Heads Requests Submitted

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION fy12-13 7

Constituency Group/ Component Unit Amount

Requested College of Science & Mathematics $11,490 Access and Enrollment Services $29,000 Institutional Advancement $5,400 School of Education $25,900 Information Technology Services $366,836 School of Nursing $19,936 Campus Exec Administrator-STT (Physical Plant) $200,000 Campus Exec Administrator-STT (Mailroom) $15,000 Campus Exec Administrator-STT (Security) $34,000 Vice Provost, Research & Public Service $32,000 Administration and Finance $42,494 Total Requests Submitted $782,056

UBC Charge - #2 � After receiving information from OMB regarding a

reduction of $3.5M in appropriations, President Hall met with the UBC on February 20, 2012 and re-charged the committee to: � Strive to balance the budget without proposing

elimination of positions � Preserve instructional budget, the number of class

offerings and faculty required to provide instruction � Continue examining the entire University budget

looking for possibilities of reduction

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13 8

UBC Requests for Information

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION fy12-13 9

� UBC provided all components heads/ constituent groups with 10 questions for their response

� UBC provided 4 additional questions to all component heads/constituent groups for their response

� All components heads and constituent groups were asked to submit a 15% reduction budget identifying the line items and to explain the impact this reduction would have on providing services

FY2013 Baseline Revenue Level Tuition & Fees $12,954,604 Appropriations $22,908,637 Government Grants & Contracts $970,000 Private Grants & Contracts $1,040,447 Investments $250,000 Sales & Services Education $4,000 Sales & Services Auxiliary* $6,507,948Other Revenues $304,252

Total Revenues $44,939,888

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FY2012-2013 Projected Operating Budget

*Includes $431,040 for new Student Residence Hall on St. Thomas campus

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION fy12-13

FY2013 Baseline Expenditure Level Instruction $11,859,798 Research $652,601 Public Service $960,298 Academic Support $3,215,443 Student Services $3,733,393 Institutional Support $11,502,528 Operations/Maintenance of Plant $7,198,343 Allocation for Plant Renewal $871,838 Student Aid $546,350 Auxiliary Enterprises* $6,286,749 Transfers $1,449,355Total Expenditures $48,276,696

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FY2012-2013 Projected Operating Budget

*Includes $431,040 for new Student Residence Hall on St. Thomas campus

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION fy12-13

FY2013 Projected Revenues and Expenditures Recap

Total FY2013 Projected Revenues $44,939,888

Total FY2013 Projected Expenditures $48,276,696

Shortfall (Revenues - Expenditures) ($3,336,808)

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FY2012-2013 Proposed Operating Budget

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION fy12-13

FY2013 Additional Potential Expenditures

Title III Obligation (funding expiring September 30, 2012)

• People Admin Software Maintenance $32,600

• Internet2 $160,000

• Data Warehouse $12,400

Process Technology Program Support $140,000Increased Employer Contribution to TIAA-CREF $470,000

Total $815,000

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FY2012-2013 Proposed Operating Budget

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION fy12-13

FY2013 Additional Potential Expenditures Selected by UBC for funding

Title III Obligation (funding expiring September 30, 2012)

• People Admin Software Maintenance $32,600

• Internet2 $160,000

• Data Warehouse $12,400

Process Technology Program Support $140,000

Total $345,000

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FY2012-2013 Proposed Operating Budget

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION fy12-13

FY2013 UBC Recommended Strategies Suspension of Plant Fund Transfer $871,838

Travel Budget Reduction (50%) $350,000

Food Expenses Reduction (50%) $40,000

Salary Savings from Vacant Staff Positions $1,800,000

Salary Saving from Vacant Faculty Positions $200,000

Eliminate direct expenditures budget for vacant CEA-STT position $23,000

Eliminate direct expenditures budget for vacant CEA-STX position $127,000

Total $3,411,838

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FY2012-2013 Projected Operating Budget

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION fy12-13

FY2013 UBC Recommended Strategies - Components Budget Reductions

Reduce Office of the President Budget (1.85%) $32,376

Reduce Administration & Finance Budget (1.85%) $102,969

Reduce Campus Executive Administrator St. Croix Budget (1.85%) $65,564

Reduce Provost Budget (1.85%) $68,297 Reduce Campus Executive Administrator St. Thomas Budget (1.85%) $103,567

Reduce Faculty Executive Committee (1%) $41

Reduce Student Government Association St. Croix Budget (1%) $70

Reduce UVI Senate Budget (1%) $150

Reduce Staff Council Budget (1%) $130

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FY2012-2013 Projected Operating Budget

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION fy12-13

FY2013 UBC Recommended Strategies - Components Budget Reductions (continued)

Reduce Research and Public Services Budget (.80%) $10,419

Reduce Access and Enrollment Services Budget (.40%) $7,720

Reduce Institutional Advancement Budget (.40%) $5,259

Reduce Information Technology Services Budget (.40%) $10,864

Reduce School of Business (.40%) $8,226

Reduce School of Education Budget (.40%) $3,880

Reduce School of Nursing Budget (.40%) $3,850

Reduce College of Liberal Arts & Social Sciences Budget (.40%) $13,338

Reduce College of Science & Math Budget (.40%) $11,393

Totals $448,113

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FY2012-2013 Projected Operating Budget

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13

FY2013 Projected Expenditures Recap Total FY2013 Baseline Expenditures $48,276,696

FY2013 Additional Potential Expenditures Selected by UBC for funding $345,000

UBC Recommended Strategies to Address Funding Shortfall

($3,411,838)

FY2013 Components Reductions ($448,113)

Total FY2013 Projected Expenditures $44,761,745

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FY2012-2013 Projected Operating Budget

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13

FY2013 Projected Revenues and Expenditures Recap

Total FY2013 Projected Revenues $44,939,888

Total FY2013 Projected Expenditures $44,761,745

Net (Revenues - Expenditures) $178,143

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FY2012-2013 Projected Operating Budget

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13

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FY2012-2013 Projected Operating Budget – Additional Recommendation

� That the President, with assistance from a firm or individual, evaluate duplication across the University as it relates to contracts, professional service agreements, advertising and marketing, vendor negotiation, the utilization of assets, and all other areas to actualize cost savings. It is recommended that this be completed prior to the start of the next budget development cycle so that the information can be available to the UBC for Fiscal Year 2013-2014.

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13

Questions & Answers

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UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13 21

THANKS! University Budget Committee No. Name Campus Constituency

Term Expiration

1. Douglas Iannucci STT Faculty Fall 2013 2. Alex Randall STT Faculty Fall 2012 3. Nancy Morgan STX Faculty Fall 2012 4. Nanyamka Farrelly STT Staff Fall 2012 5. Tannesia Petersen STT Staff Fall 2013 6. Sandra Pierre Louis STX Staff Fall 2012 7. Cherise Bourton STT Student Fall 2012 8. Amber Magloire STX Student Fall 2012 9. Cregg Brown STX Student Fall 2013 10. Judith Edwin STT/STX Administrator Fall 2012 11. Cheryl Franklin STT/STX Administrator Fall 2012 12. Haldane Davies STT/STX Administrator Fall 2012 13. Ardrina Scott-Elliott STT/STX Senate Chair Fall 2012 14. Karl Wright STX/STT Provost Fall 2012 15. Shirley Lake-King (Co-Chair) STT/STX VP A&F/CFO Fall 2013

22 UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13

Support Staff

No. Name Position

1 Peggy Smith Controller

2. Delicia Greenaway-

Henley Acting Budget Manager

3. Celia Francis Budget Analyst

23 UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13

Contact Information

� Shirley Lake-King � 693-1400 sking@live.uvi.edu

� Delicia Greenaway-Henley � 693-1411 dgreena@live.uvi.edu

� Celia Francis � 693-1414 cfranci@live.uvi.edu 24 UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY12-13