university of the virgin islands · claude steele. stt/stx: administrator. ... university of the...

FISCAL YEAR 2011-2012UNIVERSITY BUDGET COMMITTEE

OPEN INFORMATIONAL FORUMFebruary 9, 2011

St. Croix

St. Thomas

Vincent J. Samuel, UBC Co-Chair

Solomon Santango-Kabuka, UBC Co- Chair

Shirley Lake-King, UBC Support Staff

UNIVERSITY OF THE VIRGIN ISLANDS

0

http://www.uvi.edu/pub-relations/virtualtour.html�

University Budget CommitteeNo. Name Campus Constituency

Term

Expiration

1. Solomon Santango-Kabuka (Co-Chair)

STT Faculty Fall 2011

2. Alex Randall STT Faculty Fall 20123. Nancy Morgan STX Faculty Fall 20124. Henville Pole STT Staff Fall 20125. Derval Prince STX Staff Fall 20126. Yvette Taylor STX Staff Fall 20117. Kima Tyson STT Student Fall 20128. Davin Francis STT Student Fall 20129. Siejah Mike STX Student Fall 201110. Claude Steele STT/STX Administrator Fall 201211. Cheryl Franklin STT/STX Administrator Fall 201212. Haldane Davies STT/STX Administrator Fall 201113. Ardrina Scott-Elliott STT/STX Senate Chair Fall 201214. Karl Wright STX/STT Provost Fall 201215. Vincent Samuel (Co-Chair) STT/STX VP A&F/CFO Fall 2011

1UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY11-12

Budget Overarching Goals Advance and maintain the University’s quality, competitiveness, and

momentum through prudent investment in its education, research and public service mission.

Compensate, support, and retain talented faculty and staff. Take substantial action to increase overall productivity by reducing

costs and increasing revenues without sacrificing excellence, quality, and responsiveness.

Continue to support strategies that improve financial access and affordability for students at all levels.

Continue to make prudent and needed investments in capital infrastructure to advance the University’s quality and competitiveness.

Remain accountable to these goals, and the University’s well-established strategic planning criteria and management values.

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY11-12 2

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


Budget Calendar FY2011-2012Activity FY11-12

1. Develop Budget Call package November, 20102. Send out Budget Call packages December 3, 20103. Provide Budget Call orientation December 7, 2010

4. Conduct Training Session for UBC Members December 14, 20105. Receive responses to Budget Call from

constituent groups, deans and component heads December 15, 2010

6. UBC meeting with President Hall to set budget strategic direction, schedule budget hearings and discuss issues impacting sources & uses of funds & assumptions. December 16, 2010


Budget Calendar FY2011-2012 (cont’d)Activity FY11-12

7. University Budget Hearings January 5 & 11, 20118. UBC makes FY2011-2012 Operating Budget

recommendation to President Hall January, 20119. Open forum to share UBC’s budget

recommendation February 9, 201110. 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 February, 2011

11. Recommended budget is presented to Board of Trustees for approval February, 2011

UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY11-125

Budget Calendar FY2011-2012 (cont’d)


Activity FY11-1212. Approved Fiscal Year 2011-2012 Appropriations Request is submitted to Governor deJongh February, 201113. Present University’s Fiscal Year 2011-2012 Appropriations Request before 29th Legislature at the University’s Budget Hearing July-August, 201114. Issue Budget Authorizations & Load Budget allocation on Banner November, 2011

15. Publish University Budget on UVI Website November, 2011

6

Budget Assumptions

General Assumptions Performance objectives will be evaluated

against the University’s Management Values. Any new activity needs to address the

highest objectives of the Vision 2012 Strategic Plan.

Funding for the activities and programs in the operating budget must be sustainable.


Revenue Assumptions Tuition– For FY2011-2012 a 6% increase in tuition

rate, as approved by the Board of Trustees, in addition to an increase in CELL’s revenues, is projected to increase tuition and fees revenues by $1,183,134.

Government Appropriations – Fiscal Year 2010-2011 appropriations are $34,680,408. Fiscal Year 2011-2012 appropriations are also projected at $34,680,408.

Government Grants and Contracts –The amount budged for government grants and contracts for fiscal year 2010-2011 is $970,000. No increase is projected for FY 2011-2012


Revenue Assumptions (continued)

Private Grants and Contracts – The amount budged for private grants and contracts for Fiscal Year 2010-2011 is $1,040,447. No increase is projected for FY 2011-2012.

Interest Income – The amount budged for interest income for Fiscal Year 2010-2011 is $250,000. No increase is projected for FY 2011-2012.

Room and Board – Were increased effective Fall 2011 by the Board of Trustees. Room & board rates will be increased by 12% and 8%, and are projected to provide $237,672 in additional revenues for FY 2011-2012.


Revenue Assumptions (continued) Bookstores – Since auxiliaries are to be self-sustaining,

all revenues from bookstores are projected to cover, at a minimum, all expenditures.

Sports and Fitness Center – As a multi-use facility, the Sports and Fitness center is projected to generate $165,000 of revenues to support its auxiliary activities.

Reichhold Center – No subsidy is budgeted for the Reichhold Center; however, the regular Foundation grant may also be impacted by the economic downturn.


Revenue Assumptions (continued)

Campus Housing – Since auxiliaries are to be self-sustaining, all revenues from campus housing are projected to cover, at a minimum, all expenditures.

Wellness Center (St. Thomas Campus)- As an auxiliary, the Wellness Center is projected to generate $229,604 in revenues to support its activities.

Other Revenues – An increase of $40,000 is projected, yielding a total of $296,250 in other revenues for Fiscal Year 2011-2012.


Expenditure Assumptions

Salaries – Any salary increases will be determined through the budget process. Any new positions should be supported by strong

justification and linkage to the Management Values and/or VISION 2012.

The University’s health insurance premiums have been increasing by approximately 10% annually. The University’s contribution towards the increase in the health insurance amount, which can range from $0 -$232,000, will be determined by the University Budget Committee.


Expenditure Assumptions (continued)

Fringe Benefits –The University’s fringe benefits rate is 33%.

Direct Expenditures – The University is projecting an inflationary increase of 3% in direct expenditures.

Auxiliaries – (Room & Board, Bookstores, Food Services, Campus Housing) Auxiliaries will be self-sustaining. No

subsidies will be allocated to auxiliaries.


Expenditure Assumptions (continued)

Reichhold Center for the Arts – The RCA will be self-sustaining; no subsidies will be allocated to it.

Transfers – Required match to AES/CES will be at the amount required.


FY2012 Baseline Revenue Level

Tuition & Fees $12,267,427 Appropriations $29,599,464 Government Grants & Contracts $970,000 Private Grants & Contracts $1,040,447 Investments $250,000 Sales & Services Education $4,000 Sales & Services Auxiliary $5,839,236 Other Revenues $264,252

Total Revenues $50,234,826 15UNIVERSITY OF THE VIRGIN ISLANDS BUDGET COMMITTEE RECOMMENDATION FY11-12

FY2012 Projected Revenue Adjustments

Tuition Increase (6% BOT approved) $1,183,134

Increase in Room & Board (BOT approved) $237,672

Increase in Other Revenues $40,000

Total Projected Increase in Revenues $1,460,806


FY2012 Revenues Summary

FY2012 Baseline Revenues $50,234,826

Total Incremental Revenues $1,460,806

Total FY2012 Projected Revenues $51,695,632


FY2012 Baseline Expenditure Level

Instruction $11,859,439 Research $743,048 Public Service $1,089,133 Academic Support $3,904,119 Student Services $3,896,460 Institutional Support $11,918,486 Operations/Maintenance of Plant $7,755,048 Allocation for Plant Renewal $1,021,838 Student Aid $534,147 Auxiliary Enterprises $5,787,037 Transfers $1,367,237 Undistributed Incr. in Hlth Ins Fam contr. $339,373Total Expenditures $50,215,876


FY2012 Proposed Nondiscretionary Expenditures

Health Insurance Premium Increase & VP, A&F/CFO Transfer to Faculty (SB) $240,390

Adjustment to Auxiliary Expenditures (Room & Board Increase) $237,672

Total $478,062


FY2012 Projected Expenditures Recap

FY2012 Baseline Expenditures $50,215,876

FY2012 Proposed NondiscretionaryExpenditures

$478,062

Total FY2012 Projected Expenditures $50,693,938


Amount Available for UBC Allocation

A. Total FY2012 Projected Revenues $51,695,632

B. Total FY2012 Projected Expenditures* ($50,693,938)

Available Balance (A-B) for recurring expenditures $1,001,694

FY 2012 Plant Fund Allocation (for special projects) to finance the acquisition of long-lived assets

$1,021,838


*Baseline Expenditures + Nondiscretionary Expenditures

FY2011-2012 Budget Requests Submitted


Constituent Group /Component Unit One-Time Recurring TotalFaculty Executive Council $0 $7,265 $7,265Campus Executive Administrator- STC (OPBR) $ 22,205 $259,218 $281,423Campus Executive Administrator- STC (Plant Fund: Deferred Maintenance) $1,789,371 $0 $1,789,371Campus Executive Administrator- STC (Auxiliaries) $46,928 $1,500 $48,428

School of Nursing $66,444 $92,000 $158,444

Vice Provost- Research & Public Service $22,000 $271,083 $293,083

Institutional Advancement $125,000 $0 $125,000

College of Liberal Arts & Social Sciences $56,000 $734,000 $790,000

College of Science & Mathematics $0 $421,203 $421,203

School of Education $108,600 $534,054 $642,654

UVI- Senate $ 0 $15,000 $15,000

FY2011-2012 Budget Requests Submitted (continued)

Constituent Group /Component Unit One-Time Recurring Total

Information Technology Services $334,967 $413,500 $748,467

Access and Enrollment Services $40,000 $91,002 $131,002

UVI Staff Council $0 $12,975 $12,975

Campus Executive Administrator – STT (Operational Requirements) $663,300 $1,195,868 $1,859,168

Campus Executive Administrator – STT (Capital Requirements) $1,365,000 $ 0 $1,365,000

School of Business $ 0 $145,050 $145,050

Office of the Provost $0 $624,114 $624,114

Total $ 4,639,815 $4,817,832 $9,457,647


University Budget Committee Considerations

In the allocation of non-recurrent funds, highest priority was given to:

1. Avoiding deferred maintenance2. Avoiding obsolescence in plant and

infrastructure3. Achieving cost savings4. Support of the University’s shared governance5. Inclusion of items which address compliance

and safety


University Budget Committee Priorities

1. Address benefits related to employer share of health insurance benefits

2. Allocate funds to support instructional support

3. Infrastructure improvements4. Student support, programs & services5. Support component head’s priorities6. Competitive Salaries


Items Selected for Funding by Plant Fund Allocation (One-Time)

Request Number Request Description Amount

CEACPF-3 Replace MEC Water Pump Distribution System $85,000

CEACPF-4 Replacement of Exterior Lighting Fixtures $25,000CEATCR-10(a) Transfer switch for STT generator

$50,000

SON-2Updated equipment & software to enhance student learning

$58,541

SOE-1(a) Upgrade equipment & resources to support NCATE program

$10,000


Items Selected for Funding by Plant Fund Allocation (One-Time) (cont’d)Request Number Request Description Amount

CLASS-5 Communication Lab Software & Technology.

$15,000

CEATCR-1 Replace flair mower for tractor $10,000

CEATCR-12

Mold Remediation- Air-quality at ACC, CA and upper campus buildings

$150,000

CEATCR-11

Install drainage system to address flooding of ECC parking lot

$25,000

CEACPF-5 Purchase 30 radios with enhanced range & clearer transmission

$45,000


Items Selected for Funding by Plant Fund Allocation (One-Time) (cont’d)


ITS-4 Implementation of server virtualization $50,000

ITS-8 Replacement of chairs in St. Croix Library $15,000

ITS-7 Replacement of chairs in student computer laboratory

$12,000


Summary of Plant Fund Allocation –FY2011-2012

Plant Fund Transfer Allocation

$1,021,838

Total of Items Selected for Funding

$550,541


Items Selected for Recurrent FundingRequest Number Request Description Amount

UBC Salary adjustments for employees $600,000FEC-1 Secretarial Services $1,190

CEACOB-3

Counseling & placement personnel: Career Services Supervisor. Salary ($50,100) & fringe benefits($16,533)

$67,533

SON-4Professional development funding for faculty continuing education--enhance by $1,000

$12,000

RPS-5Improve/up-grade existing video conference system at VI-SBDC ($15,000 each center)

$30,000

IA-1Hiring a capital campaign consultant and preparing the staff. $60,000


Items Selected for Recurrent Funding (cont’d)


CLASS-1

Funding of continuing position in Communications for instructor to each Digital and Mediated Communications classes

$75,000

CLASS-AFunding of one faculty position($46,895 salary +$15,476 fringe benefits) $62,371

CSM-3Community Faculty – ($40,000 salary + $3,600 fringe benefits ) $43,600

SOE-1(b)Faculty to sustain the credibility of the graduate and undergraduate programs and to meet NAYEC standards (part-time and full-time)

$100,000

ITS-6 Increased maintenance and subscription costs $15,000


Items Selected for Recurrent Funding (cont’d)

Request Number Request Description AmountACES-2 Travel for Admissions Director and Recruiter to

expand UVI’s base in the Caribbean and correct gender disparities

$15,000

UVISC-2 Increase in family health insurance contribution from 60% to 65%

$155,000

CEATOP-13

Contracted Psychiatric services and testing instruments to address increasing mental health issues

$65,000

SOB-1 Director of Hotel and Tourism Management $100,000

PROV-1 Support for Student Learning Outcomes assessment required for accreditation (release time and summer stipends)

$100,000


Summary of Recurrent Funding Allocation –FY2011-2012

Funding Available for Recurring Items $1,001,694

Items Selected for Funding by University Budget Committee

$1,501,694

Balance** The transfer of US$500,000 from the Plant Funds will cover the difference in the Recurrent Funding.

$(500,000)


FY2011-2012 Budget Allocation Recommendations

No. Action DescriptionPlant Fund Allocation

RecurringFunds Total

Initial Allocation $1,021,838 $1,001,694 $2,023,5321 Allocate $300,000 from each pool of

funds to support salary increases$(300,000) $(300,000) $(600,000)

2 Allocate $155,000 to increase employer contribution to family health insurance coverage from 60% to 65%

$0 $(155,000) $(155,000)

3 Allocate remainder to requests submitted by component heads and constituent leaders based on UBC-established criteria

$(550,541) $(746,694) $(1,297,235)

4 Transfer $200,000 from Plant Fund allocation to recurrent funds $(200,000) $200,000 $0

Balance - request permission to use $28,703 from Plant Fund reserves $(28,703) $0 $(28,703)


FY2010-2011 Unfunded Budget Requests

Category Amount

One-Time $2,513,795

Recurring $4,572,218

Total $7,086,013


Questions & Answers

?????????


THANKS! University Budget CommitteeNo. Name Campus Constituency

Term

Expiration

1. Solomon Santango-Kabuka (Co-Chair)

STT Faculty Fall 2011

2. Alex Randall STT Faculty Fall 20123. Nancy Morgan STX Faculty Fall 20124. Henville Pole STT Staff Fall 20125. Derval Prince STX Staff Fall 20126. Yvette Taylor STX Staff Fall 20117. Kima Tyson STT Student Fall 20128. Davin Francis STT Student Fall 20129. Siejah Mike STX Student Fall 201110. Claude Steele STT/STX Administrator Fall 201211. Cheryl Franklin STT/STX Administrator Fall 201212. Haldane Davies STT/STX Administrator Fall 201113. Ardrina Scott-Elliott STT/STX Senate Chair Fall 201214. Karl Wright STX/STT Provost Fall 201215. Vincent Samuel (Co-Chair) STT/STX VP A&F/CFO Fall 2011


Support Staff

No. Name Position

1. Shirley Lake-King AVP Budget & Fin Reporting Analysis

2. Peggy Smith Controller3. Delicia Greenaway-

HenleySenior Budget Analyst

4. Celia Francis Budget Analyst


Contact Information

Vincent J. Samuel 693-1400 [email protected]

Shirley Lake-King 693-1403 [email protected]


mailto:[email protected]�

mailto:[email protected]�

university of the virgin islands · claude steele. stt/stx: administrator. ... university of the...

Documents