UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: President's
UNIT: President's Whole Sector
INITIATIVE REQUEST NAME: Professional Development Pool
PRIOR OBLIGATION OR CRITICAL NEED: Critical Need
DESCRIPTION OF REQUEST: With prior budget reductions, departments do not have any or limited
professional develop/travel/training funds. Yet many employees in this sector have annual continuing
education requirements and training needs. This pool of funds could be used to manage this requirement.
Professionals within the sector could either set up rolling training or petition special needs.
Describe linkage to UM Strategic Goal: This links to all the goals as many units within the
President's sector provide critical support to the University's overall mission and goals.
Essential for 2016 or can be postponed: Essential - it has been postponed already
What might be traded or used as the funding source: Other sectors that have
training/travel/professional development funds.
Describe impact on enrollment, revenue or other critical financial elements: The impact
of this becomes financial. By not maintaining professional certification/education requirements the
employees will either leave or cannot perform their duties. If the University had to contract for audit, legal
or consulting services of the professional nature than the cost would be far greater than what they
currently fund these functions. What does this say for a University that does not even provided
professional continuing education.
FY16 TOTAL COST: (include
salary and benefits)
$10,000
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING SOURCE:
$10,000
UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: President's
UNIT: Intercollegiate Athletics
INITIATIVE REQUEST NAME: Softball Scholarship (tuition only) Funding
PRIOR OBLIGATION OR CRITICAL NEED: Both Prior Obligation and Critical Need
DESCRIPTION OF REQUEST: This request is for base general funds of women's softball
scholarships (12 total). To date, 100% of the scholarships are funded entirely by private
funds.
Describe linkage to UM Strategic Goal: The softball program at the University of MT has
immediately enhanced and will continue to enhance the dynamic learning environment at
UM. Softball was added as a proactive approach to keep the institution Title IX compliant.
In addition, softball at UM will continue to strengthen the relationship between the campus
community and the rest of Montana as UM will have the only division 1 softball program in
the state.
Essential for 2016 or can be postponed: Can be postponed for 2016 but will be
essential in FY 17 when football scholarships will be restored.
What might be traded or used as the funding source: ???
Describe impact on enrollment, revenue or other critical financial elements: There
are currently 20 young women on the softball roster and 8 total scholarships. The
difference of 12 scholarships is being made up by the student athletes (revenue to UM).
These scholarships are a mix of in state and out of state students. This roster will most
likely expand in the coming years as the program grows.
FY16 TOTAL COST: (include
salary and benefits)
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
Tuition only(assuming tuition freeze)- $211,136
Tuition only(assuming tuition freeze)- $211,136
$211,136
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
Could also be submit as OTO for FY 16 then base for FY 17.
UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Office of the President
UNIT: Alumni Relations
INITIATIVE REQUEST NAME: UM broadcast email software support
PRIOR OBLIGATION OR CRITICAL NEED: Both. The ability for all of campus to
communicate with alumni is a critical need. The system is currently in the first year of a
three-year contract, creating the prior obligation.
DESCRIPTION OF REQUEST: The request is for partial funding for the broadcast email
system serving campus of $9,000 annually for FY16 & FY17. The cost currently is shared
by UM Foundation, Integrated Communications and the Office of Alumni Relations. The
ongoing utilization of the system provides the primary communication vehicle between
campus and UM alumni. It is a campus-wide need and should be funded centrally. The
Office of Alumni Relations is challenged financially to meet the $9,000 annual payment.
Describe linkage to UM Strategic Goal: Supports student success by providing campus
with a communication tool to reach out to alumni for networking, mentoring, volunteerism
and financial support.
Essential for 2016 or can be postponed: It is essential as it is under a current threeyear contract.
What might be traded or used as the funding source: This cost should be funded
centrally as the system is required to serve all of campus.
Describe impact on enrollment, revenue or other critical financial elements: UM's
ability to reach out to alumni through broadcast email is critical to all areas.
Communication with alumni and donors is essential for financial support, networking for
recruitment, student mentoring, and increased visibility of UM nationwide and around the
world.
FY16 TOTAL COST: (include
salary and benefits)
FY17 TOTAL COST: (include
9,000
salary and benefits)
9,000
FY16 BASE REQUEST:
9,000
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
0
UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: President
UNIT: President's Office
INITIATIVE REQUEST NAME: Presidential Reserve Account
PRIOR OBLIGATION OR CRITICAL NEED: Both
DESCRIPTION OF REQUEST: The Presidential Reserve Account has been decreased from $450,000
per year to $175,000 per year over the past few years to help with budget cuts. We would like to ask that
the account be restored to at least $250,000 per year as we use it to fund projects all across campus.
Describe linkage to UM Strategic Goal: This links to all the goals as the President uses the
account to provide critical support to the University's overall mission and goals.
Essential for 2016 or can be postponed: Critical
What might be traded or used as the funding source: This could come from a central funding
source, as it has in the past.
Describe impact on enrollment, revenue or other critical financial elements: This will
help employees and students as the President uses the account to provide critical support across campus.
FY16 TOTAL COST: (include
salary and benefits)
75,000
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS TRADED
OR ACQUIRED FROM A
FUNDING SOURCE:
75,000
UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: President
UNIT: President's Office
INITIATIVE REQUEST NAME: President's Lecture Series
PRIOR OBLIGATION OR CRITICAL NEED: Both
DESCRIPTION OF REQUEST: The state fund for the President's Lecture Series was mostly reduced
in FY 14 to help with the University budget cuts. We would like to ask that at least part of the fund be
reinstated as the Lecture Series benefits the entire campus, and the Missoula community.
Describe linkage to UM Strategic Goal: This helps to create a Dynamic Learning Environment as
the series brings in experts in all areas of academia from across the country. It is an enriching experience
for all involved.
Essential for 2016 or can be postponed: Critical
What might be traded or used as the funding source: This could come from a central funding
source, as it has in the past.
Describe impact on enrollment, revenue or other critical financial elements: The
Lecture Series generates news about UM, both locally and nationally. It helps to raise our profile among
other academic institutions, and garners local support and goodwill.
FY16 TOTAL COST: (include
salary and benefits)
50,000
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING SOURCE:
50,000
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Administration & Finance
UNIT: Facilities Services
INITIATIVE REQUEST NAME: Elevator Inspections
PRIOR OBLIGATION OR CRITICAL NEED: Prior Obligation
DESCRIPTION OF REQUEST: Funding to offset the unexpected increases in annual
elevator inspection fees mandated by the State Elevator Safety Program (MCA31-1-134).
Increases approved in October and implemented January 2015.
Describe linkage to UM Strategic Goal: This request supports physical access to the
University's programs for the disabled.
Essential for 2016 or can be postponed: Essential for 2016 - Increase effective
January 2015
What might be traded or used as the funding source: If Facilities Services has to fund
internally, then the funds would come from reducing our program which could result in
staff reductions.
Describe impact on enrollment, revenue or other critical financial elements:
Reduction in access could, over time, motivate the disabled community to seek more
accessible institutions.
FY16 TOTAL COST: (include
salary and benefits)
$6,850
FY17 TOTAL COST: (include
salary and benefits)
$6,850
FY16 BASE REQUEST:
$6,850
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
$6,850
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Administration & Finance
UNIT: Facilities Services
INITIATIVE REQUEST NAME: Energy Engineer
PRIOR OBLIGATION OR CRITICAL NEED: Prior Obligation
DESCRIPTION OF REQUEST: Funding for the Energy Engineering position that was lost
in the FY15 Budget Reductions. This position manages the installation and operation of
smart meters on campus, and provides support for; the Sustainability Office, KRELF
Projects, energy conservation efforts and disseminates energy dat a.
Describe linkage to UM Strategic Goal: This position provides critical technical and
engineering support to the University's sustainability and carbon reduction goals. Thru his
formal education and professional registration as a P.E. (Professional Engineer) this
individual posses substantial knowledge of sustainability and energy issues. The position
provides the engineering support campus needs to analyze, design and properly vet
proposals.
Essential for 2016 or can be postponed: Essential for 2016 - Since the FY15 Budget
Reductions the position has been funded with vacancy savings generated by retirements in
Facilities Services.
What might be traded or used as the funding source: To maintain the position for
another year, Facilities Services will commit $50,000 from MAF102 (proceeds of the sale of
the Woodland house in Kalispell) in FY16 only to supplement the annual personnel
expense.
Describe impact on enrollment, revenue or other critical financial elements: The
University of Montana has made sustainability a major goal for the campus as a whole and
an important part of it's academic programs. A reduction in the quality of it's action items
will, overtime, reduce the University's reputation in this area and enrollment in the related
academic programs will follow.
FY16 TOTAL COST: (include
salary and benefits)
Includes a 3% payplan increase
$45,428
Includes a 3% payplan increase
$97,971
$45,428
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
$97,971
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING SOURCE:
$50,000 in OTO funds from MFS102 in FY16
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Administration & Finance
UNIT: Facilities Services
INITIATIVE REQUEST NAME: Plumber
PRIOR OBLIGATION OR CRITICAL NEED: Critical Need
DESCRIPTION OF REQUEST: This request will fund the personnel expense to replace
one of the plumbing positions lost in the budget reductions of FY14-FY15. In an effort to
not layoff personnel, the first choice used in reducing personnel expense was to not fill
behind retirements and resignations. As a result, some of the cuts were not strategic. The
current staffing in the plumbing shop is not sustainable in the long run (see attached
memo).
Describe linkage to UM Strategic Goal: One of the "Dynamic Learning Environment'"
objectives/goals is "infrastructure - utilize technologies and practices that optimize the
learning experience while modeling sustainability". The lack of sufficient plumbing staff to
address short and long term infrastructure needs can degrade the learning experience.
Essential for 2016 or can be postponed: Essential for 2016 - Due to the $1.25M in
budget reductions that Facilities Services experienced in FY14 & FY15, we were unable
to replace a plumber who resigned. Each plumber is now responsible for over 1 million
gsf. The current plumbing staff is unable to promptly address plumbing issues.
What might be traded or used as the funding source: To fund this position internally
would require shifting the staffing deficit to another shop thru a targeted layoff.
Describe impact on enrollment, revenue or other critical financial elements: The
preservation of the campus' physical plant will be eroded in the long run and in the short
term the lack of prompt response could cause disproportionate losses financially and with
respect to enrollment, the lack off availability of facilities could dissuade current and
potential student enrollment.
FY16 TOTAL COST: (include
salary and benefits)
Includes a 3% payplan increase
$79,709
Includes a 3% payplan increase
$81,780
$79,709
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
1.00
1.00
$81,780
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Adminitration and Finance
UNIT: Office of Planning, Budgeting, and Analysis (OPBA)
INITIATIVE REQUEST NAME:
Dawn Ressel
PRIOR OBLIGATION OR CRITICAL NEED:
Critical Need
DESCRIPTION OF REQUEST: Additional Licenses and Contracted Services to expand the pilot
development of Cognos/TM1 services started in FY15. Assuming the pilot is successful with the 6 units trying it, this
request would bring on another 6 units, both academic and non-academic units. Due to financial limitations, the plan
would be to continue to add units in a phased-in approach until the entire campus as access to the software.
Descibe linkage to UM Strategic Goal: This software ties nicely into the planning-assessment
continuum goal of the strategic plan. The use of Cognos/TM1 will increase transparency, provide for better datadriven decisions, provide opportunities to startegically plan and set goals, and provide efficiencies to units ...
allowing them to work on other critical areas and less on the "steps" for the budget build process.
Essential for 2016 or can be postponed: Could be postponed but if change is going to take place and
have an impact on the future of the campus, it shouldn't be postponed for long
What might be traded or used as the funding source: Source of funding is currently
undetermined.
Describe impact on enrollment, revenue or other critical financial elements: (1) TM1 will
provide "what if" scenario modeling capabilities so the university will be able to determine how revenue will be
affected by changes. For example, "what if we adjust tuition by X%" or "what if salaries are adjusted by Y%".
(2) TM1 will allow the university to have real time visibility into budget versus actual, thus being able to make
constant adjustments if necessary.
FY16 TOTAL COST: (include
salary and benefits)
75,000
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
FY16 OTO REQUEST:
80,000
5,000
70,000 (to purchase contract services to allow for quicker development)
FY16 ADDITIONAL STAFF:
na
FY17 ADDITIONAL STAFF:
na
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
10,000
70,000 (to purchase contract services to allow for quicker development)
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Administration & Finance
UNIT: Business Services
INITIATIVE REQUEST NAME: John McCormick
PRIOR OBLIGATION OR CRITICAL NEED: Critical Need
DESCRIPTION OF REQUEST:
If the Federal Pekrins Student Loan Cohort Default Rate is 50% or higher
the University is then no longer eligible to participate in the program and must liquidate the Federal Perkins Loan
portfolio. We have a projected cohort rate of 20.3% for this year (6/30/15) compared to 6/30/14 at 13.43%, 6/30/13 at
13.96% and 6/30/12 at 11.85%. There fore Business Services requests $53,043 in funding to hire a Loan Collector I
(Salary $30,360 and benefits $16,601).
Describe linkage to UM Strategic Goal:
In support of the University of Montana's mission and
Strategic goals.
Essential for 2016 or can be postponed: Essential for 16
What might be traded or used as the funding source:
Nothing has been identified at this time.
Describe impact on enrollment, revenue or other critical financial elements: If the rate
continues to climb we could jeopardize the $2M plus available for our neediest students. The Federal Perkins is
often times used to fill the gap for students at risk of continuing their education due to financial issues.
FY16 TOTAL COST: (include
salary and benefits)
53,043
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
$53,043 plus increase for raise and cost of benefits.
53,043
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
Loan Collector I
FY17 ADDITIONAL STAFF:
1 Loan Collector I (same person for both years)
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
Salary increase plus benefits
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Administration & Finance
UNIT: Business Services
INITIATIVE REQUEST NAME: John McCormick
PRIOR OBLIGATION OR CRITICAL NEED: Critical Need
DESCRIPTION OF REQUEST: Due to prior funding reductions, a Computer Specialist II was eliminated.
Over time this has put a strain on all four of the remaining systems staff. All projects (mainly automations) that
interface with Banner Finance or A/R(including student accounts) require the teams assistance. When Banner
issues arise while working on these projects, the projects are put on hold , due to limited resources. There fore
Business Services requests $54,236 in funding to hire a Computer Support Specialists II (Salary $36,442 and
benefits $17,794) .
Describe linkage to UM Strategic Goal: In support of the University of Montana's mission and
Strategic goals.
Essential for 2016 or can be postponed: Essential to prevent health issues of staff.
What might be traded or used as the funding source: We may have a benefit package in the pool
that we could use.
Describe impact on enrollment, revenue or other critical financial elements: The
position allows for both Finance and AR to have primary and backup personnel for systems support, to enable
depth and coverage for critical operations in each module. It also allows the team to bolster service in areas of
report development, projects, and training campus users.
FY16 TOTAL COST: (include
salary and benefits)
54,236
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
$54,236 plus increase for raise and cost of benefits.
$54,236
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
1 Computer Specialist II
FY17 ADDITIONAL STAFF:
1 Computer Specialist II (same person that was hired in FY 16)
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
Cover the slary increase and increase in Benefits
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Administration & Finance
UNIT: Facilities Services
INITIATIVE REQUEST NAME: Equipment Replacement
PRIOR OBLIGATION OR CRITICAL NEED: Critical Need
DESCRIPTION OF REQUEST: Facilities Services' Grounds and Labor are in immediate
need of equipment replacement funds. The most pressing needs are:
Riding Mowers (2), Hedge Trimmers (2), Blowers (2), Walking Mowers (4), Dump Truck,
Flatbed Retrofit, Plow Trucks (3).
Describe linkage to UM Strategic Goal: The goals and targets voiced in the strategic
areas of "Partnering for Student Success" and "Dynamic Learning E nvironment" have a
common goal of supporting the recruiting and retaining of students, faculty and staff. A
recognized component of the decision process of selecting a university is the physical
appearance of the campus. Adequate equipment and rolling stock directly affect the
grounds and labor shops ability to maintain the grounds and infrastructure.
Essential for 2016 or can be postponed: Any of the above requests can be deferred.
However, the level of campus maintenance will continue to degrade and this will impact
recruitment efforts.
What might be traded or used as the funding source: For many years, Facilities
Services has relied on used vehicles to stretch our resources. It will be difficult to further
expand this strategy. Due to budget reductions, we have been left with the option of
either waiting until the end of the year to assess any possible fund balance that could be
used or reducing our staffing to generate a pool of funds. Fund balances are shrinking
and staffing reduction exacerbate our ability to deliver services.
Describe impact on enrollment, revenue or other critical financial elements: The
appearance of campus by all accounts, is a critical element in the recruitment of students
which impacts the financial health of the University.
FY16 TOTAL COST: (include
salary and benefits)
$63,100
FY17 TOTAL COST: (include
salary and benefits)
$54,500
FY16 BASE REQUEST:
FY16 OTO REQUEST:
$63,100
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
$54,500
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Administration and Finance
UNIT: Human Resource Services
INITIATIVE REQUEST NAME: ACA Compliance
PRIOR OBLIGATION OR CRITICAL NEED: Critical need
DESCRIPTION OF REQUEST: In order to be compliant with the federal tax law
referred to as the Affordable Care Act a yearly investment will be required to meet
the requirements. Funds are for postage for mandatory mailing, required forms,
envelopes, and software improvements.
Descibe linkage to UM Strategic Goal: we must maintain the legal standing of the
employment function of the university in order to facilitate all goals: partnering for
student success, education for the global century, discovery and creativity to serve
Montana and the world, and dynamic learning environment.
Essential for 2016 or can be postponed: essential
What might be traded or used as the funding source:
Describe impact on enrollment, revenue or other critical financial elements: impact
on financial elements - failure to adhere to this requirement, and being found to be
delinquent, could run to penalties and fines in the millions.
FY16 TOTAL COST: (include
salary and benefits)
17,000
FY17 TOTAL COST: (include
salary and benefits)
13,000
FY16 BASE REQUEST:
13,000
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
4,000
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Administration and Finance
UNIT: Human Resource Services
INITIATIVE REQUEST NAME: Compensation/Recruitment Specialist
PRIOR OBLIGATION OR CRITICAL NEED: Critical need
DESCRIPTION OF REQUEST: We need to hire an employee to provide skilled
assistance in the Recruitment and Compensation area in order to meet the needs of
the campus community for the timely hiring of personnel.
Descibe linkage to UM Strategic Goal: In order to hire and provide for the needs of
departments and employees so that all aspects of the strategic plan can be
accomplished: partnering for student success, education for the global century,
discovery and creativity to serve Montana and the world, and dynamic learning
environment.
Essential for 2016 or can be postponed: essential
What might be traded or used as the funding source:
Describe impact on enrollment, revenue or other critical financial elements: failing
to complete recruitment and compensation functions in a timely manner impacts
enrollment by failing to have qualified faculty and staff; it also costs UM more
money to have failed processing in this area due to loss of qualified employees and
then having to recruite again to fill vacancies.
FY16 TOTAL COST: (include
salary and benefits)
41,600
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
41,600
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Student Afairs
UNIT: Campus Assualt Prevention
INITIATIVE REQUEST NAME: Coordinator for Campus Assault Prevention
PRIOR OBLIGATION OR CRITICAL NEED: Obligation
DESCRIPTION OF REQUEST:
Salary for the Campus Assualt Prevention Coordinator as required under
the agreement with the Department of Justice. Currently this position is funded by a DOJ project, but that funding
ends in FY 2015 and UM is obligated to assume the cost of the position. Not funding the position would be in noncompliance with the DOJ agreement.
Descibe linkage to UM Strategic Goal: A safe environment is essential to a Dynamic Learning
Environment and complicance with Federal rquirements meets operational principles of the Planning-Assessment
Continuum.
Essential for 2016 or can be postponed: Essential, however, there is the possibility that UM would
receive a continuation grant that might provide the funding, but until that is known, UM needs to be prepared to
assume the costs of the position.
What might be traded or used as the funding source: New funds or reallocation of central or SA
funds.
Describe impact on enrollment, revenue or other critical financial elements: Noncompliance with the DOJ agreement could cost a lot more in litigation than the cost of one position. In addition, as
we have learned in the past, continuing issues with assault leads to a reduction in student numbers.
FY16 TOTAL COST: (include
salary and benefits)
65,000
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
65,000
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
0
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
None
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Student Affairs
UNIT:Vice President of Student Affairs
INITIATIVE REQUEST NAME: Multicultural Center
PRIOR OBLIGATION OR CRITICAL NEED: Retention and Recruitment
DESCRIPTION OF REQUEST: We are growing more diverse. Twenty-five percent of the UM
Descibe linkage to UM Strategic Goal: The University of Montana formally recognized its
commitment to increasing diversity in 1991 with the report entitled: “Diversity – A Ten Year Plan
of Action”. This report was a critical assessment of the diversity within the campus community.
It established a foundation. In 2009 the University reinforced its commitment to these values
through UM’s Diversity Strategic Plan which includes four strategic choices. Strategic choice one
is to “enhance the campus culture of understanding, respect, support, and advancement of
diversity. The ” UM 2020: Building a University for the Global Century” plan is built around five
Strategic Issues, and two directly relate to this proposal, providing an education for the Global
Century, and a dynamic learning environment for our community. These strategies along with the
University’s essential core values of leadership, diversity, engagement and sustainability support
and underscore the importance of establishing this Multicultural Center. The establishment of a
Multicultural Center also received additional support at the DiverseU Administrative Lunch on
“Moving the Dial on Student Diversity at UM” where initiatives were identified. Attendees chose
the Multicultural Center as one of the four initiatives to implement.
Essential for 2016 or can be postponed: This Multicultural Center is critical for 2016 as the
University continues to identify strategies that will improve student recruitment and retention. As
a community we must “move the dial” on racial and ethnicity diversity by continuing to diversify
our student population and offer appropriate levels of support to our historically
underrepresented students, with a concentrated focus on inclusion and achievement.
What might be traded or used as the funding source: There are no other funding sources
identified at this time but Student Affairs through the Multicultural Center Director would work
with the Foundation to raise funding for additional staff and operating expenses through the
University’s Capital Campaign by identifying grant opportunities.
Describe impact on enrollment, revenue or other critical financial elements: The Department of
Education, the US Census Bureau, and several other sources that report and track trends in
immigration, student demographics and birth rates indicate that soon there will be no majority
racial or ethnic group in the United States. No single group will make up more than fifty percent of
the total population and already one in ten U.S.counties, has a population that is more than fifty
percent minority. A Multicultural Center could be used as a recruitment tool for these prospective
students. The Center would be viewed by these students as a commitment by the University to
diversity and as creating a more welcoming and supportive environment. By developing this
center the University will have more potential to attract a larger population of historically
underrepresented students, thus increasing the overall enrollment. In addition, research also
indicates that a direct investment in student services has a positive correlation to the retention of
students. The services provided by this center would contribute to the success of each of these
students.
FY16 TOTAL COST: (include Salary 65,000, Benefits $13.095, Health Insurance $11,708 (Benefits and Health Ins are
salary and benefits)
based on FY16 projected rates).The total cost is $89,803.
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
No additional expense in FY17
89,803
FY16 OTO REQUEST:
0
FY16 ADDITIONAL STAFF:
0
FY17 ADDITIONAL STAFF:
0
FY17 BASE REQUEST:
0
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
0
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs
UNIT:Provost's Office
INITIATIVE REQUEST NAME: CHPBS
PRIOR OBLIGATION OR CRITICAL NEED: Prior Obligation
DESCRIPTION OF REQUEST: Faculty and TA obligations for multiple past years.
Faculty members
are already in place and financing them fulfills anobligation to NIH and CHPBS. The obligation has been
carried by CHPBS since the University has been unable o fund these obligations centrally for several years.
THis has limited program developement in CHPBS, particularly graduate programs. Remaining obligation is
$105,995.
Descibe linkage to UM Strategic Goal: Faculty members are a critical element of the Dynamic
Learning Environment and they are instrumental to fulfillment of Discovery and Creativity for Montana and the
World.
Essential for 2016 or can be postponed: Postpone to FY 2017
What might be traded or used as the funding source: No tradeoff needed for FY 2016; if
tradeoffs are needed in FY 2017 the only source would be salary savings from other colleges--not a very
popular notion.
Describe impact on enrollment, revenue or other critical financial elements:
FY16 TOTAL COST: (include salary and benefits)
FY17 TOTAL COST: (include salary and benefits)
105,995
FY16 BASE REQUEST:
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
0
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
105,995
FY17 OTO REQUEST:
AMOUNT OF FUNDS TRADED OR ACQUIRED FROM A FUNDING SOURCE:
None at this time
Page 18
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs
UNIT:Provost's Office
INITIATIVE REQUEST NAME: Kimball EPSCoR Obligation
PRIOR OBLIGATION OR CRITICAL NEED: Prior Obligation
DESCRIPTION OF REQUEST: One-half of a tenure-track line for John Kimball.
This is part of an
obliugation to cover half of the salary of John Kimball originaly covered by NSF EPSCoR from several years ago.
Descibe linkage to UM Strategic Goal: Faculty members are a critical element of a Dynamic Learning
Environment and they are instrumental to Discovery and Creativity for Montana and the World.
Essential for 2016 or can be postponed: Essential to meet the obligation and to relieve FLBS from
the cost of this position.
What might be traded or used as the funding source: New funds or central reallocation.
There
is no source of new funding for this several year obligation.
Describe impact on enrollment, revenue or other critical financial elements: This
enables the generation of external funds by John Kimball (he is a significant grantsman) and relieves FLBS of
paying for this position which no longer is loacted at FLBS. FLBS will have the funds that can be used to hire
another faculty member who also will have primary external research and graduate education responsibilities.
FY16 TOTAL COST: (include
55,014
salary and benefits)
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
55,014
FY16 OTO REQUEST:
0
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
None
Page 19
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs
UNIT:Provost's Office
INITIATIVE REQUEST NAME: Valett Settlement
PRIOR OBLIGATION OR CRITICAL NEED: Prior Obligation
DESCRIPTION OF REQUEST:
One quarter salary obligation as part of a settlement agreement in the
move of Maury Valette from FBLS to DBS. The settlement was negotiated by Prsident Engstrom and the
agreeement specified that one-quarter would come from the Provost's Office and one-quarter from CHS.
Descibe linkage to UM Strategic Goal:
Essential for 2016 or can be postponed: Essential
What might be traded or used as the funding source: new funds or central reallocation as there
are no funds in AA to fulfill this settlement agreement.
Describe impact on enrollment, revenue or other critical financial elements: necessary
to retain the services of Professor Valette and to avoid potential litigation. Professor Valett is a significant
grantsman and his retention will ensure a continuing stream of extramural funds and the mentorship of graduate
students. He also is the leader of the Systems Ecology graduate program which attracts an increasing number of
doctoral students.
FY16 TOTAL COST: (include
salary and benefits)
31,000
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
31,000
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
0
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
none
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs
UNIT: Provost's Office
INITIATIVE REQUEST NAME: Professor of Materials Science
PRIOR OBLIGATION OR CRITICAL NEED: Prior Obligation
DESCRIPTION OF REQUEST: Position pledged to the collaborative Materials Science program .
Each
of the partners was to hire one new Materials Science professor to begin in FY 2015. Due to revenue issues UM
postponed a search and hiring to FY 2015 and 2016, respectively, but there is no option for further postponement
as courses need to be taught and graduate students mentored.
Descibe linkage to UM Strategic Goal: Faculty members are a critical element of a Dynamic Learning
Environment and they are instrumental to Discovery and Creativity for Montana and the World.
Essential for 2016 or can be postponed: Essential
What might be traded or used as the funding source:
New funds or reallocated central funds
or possible salary savings from the colleges.
Describe impact on enrollment, revenue or other critical financial elements: This will
lead to an increase in doctoral students and the ability to offer other courses that will generate student FTE. Also,
the faculty member will be expected to develop a robust research program that will generate external funding for
researh and graduate education.
FY16 TOTAL COST: (include
94,244
salary and benefits)
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
94,244
FY16 OTO REQUEST:
1
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
None
Page 21
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs
UNIT: Provost's Ofice, Anthropology
INITIATIVE REQUEST NAME: Native American Collection Curator
PRIOR OBLIGATION OR CRITICAL NEED: Obligation
DESCRIPTION OF REQUEST: Partial support for the Native American Collection Curator.
This position
also is supported by the Office of Research and Creative Scholarship, and the CHS. It is necessary to met
Federal requirements (the law) regarding Native American artifacts.
Descibe linkage to UM Strategic Goal: The artifacts are necessary for anthropological research and
thus instrumental to Research and Creativity for Montana na dth e World, and they are a rich source of materials
that enhance a Dynamic Learning Environment for Anthropology students. Complying with the Law also is
important to the operational requirement sof the Planning-Assessment Continuum.
Essential for 2016 or can be postponed: postpone to FY 2017
What might be traded or used as the funding source: current funding will carry through FY
2016, but that likely will be exhausted by FY 2017. Central funds will be needed at that time.
Describe impact on enrollment, revenue or other critical financial elements: Necessary
to avoid conflict with tribes and with the Federal government, both of which would have negative financial
consequences far exceeding the cost of one position.
FY16 TOTAL COST: (include
salary and benefits)
FY17 TOTAL COST: (include
salary and benefits)
11,945
FY16 BASE REQUEST:
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
0
11,945
none
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs
UNIT: Rural Institute
INITIATIVE REQUEST NAME: Half salary for Director of the Rural Institue
PRIOR OBLIGATION OR CRITICAL NEED: Obligation
DESCRIPTION OF REQUEST: In the agreement with the Federal Government for continuation and
charter of the Rural Institute on Disabilities UM was required to provide one-half of the RI Director's salary. We
were able to postpone this obligation until FY 2016. It now must be met.
Descibe linkage to UM Strategic Goal:
Essential for 2016 or can be postponed: Essential
What might be traded or used as the funding source: New funds or reallocation of central
funds.
Describe impact on enrollment, revenue or other critical financial elements: failure to
meet this obligation would mean non-compliance with the Federal Charter and could result in the loss of base
Federal funds. RI is a highly productive unit in both research and service and it also makes contributions to
graduate education in multiple departments. Substantial grant dollars flow to and through RI and these could be
jeopardized.
FY16 TOTAL COST: (include
salary and benefits)
89,466
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
89,466
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
0
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
None
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs
UNIT: Provost's Office, Flathead Lake Biological Station
INITIATIVE REQUEST NAME: Backfill for one-half of the Valett position
PRIOR OBLIGATION OR CRITICAL NEED: Obligation
DESCRIPTION OF REQUEST:
Refunding of the FLBS position with the move of Professor Valett from
FLBS to DBS. The half position at FLBS was a match to Walton funding received several years ago and is
important for receiving additional funding from the Walton Foundation in the future.
Descibe linkage to UM Strategic Goal: Faculty members are a major element of a Dynamic Learning
Environment and they are instrumental to Discovery and Creativity for Montana and the World.
Essential for 2016 or can be postponed: Postpone to FY 2017
What might be traded or used as the funding source: New funds or re-allocated central funds.
Describe impact on enrollment, revenue or other critical financial elements: FLBS is a
highly producive research and outreach unit bringing external funding to UM and attracting graduate students.
The longer this position goes unfunded, the greater the revenue loss. In addition, as UM searches for a new
Director for FLBS, refunding this half-line could be important in attracting the quality of director that is needed.
FY16 TOTAL COST: (include
salary and benefits)
FY17 TOTAL COST: (include
salary and benefits)
43,001
FY16 BASE REQUEST:
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
1
43,001
None
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs
UNIT: Provost's Ofice
INITIATIVE REQUEST NAME: Programs of National Distinction
PRIOR OBLIGATION OR CRITICAL NEED: Obligation
DESCRIPTION OF REQUEST: Full funding of the approved $300,000 initiative for the Programs of
National Distinction. POND was approved as an intitative a few years ago for base $300,000 of initiave
funding, but only a portion of the funds were transferred by OPBA to the Provost's Account. The obligation
needs to be met since the programs have moved ahead with all of the requirements they had in their
proposals.
Descibe linkage to UM Strategic Goal: POND is a feature of Education for the Global Century
and represents identification and support for signature programs of UM. The current three POND programs
also are significant providers of graduate education and two of them are significant research performers thus
instrumental to Discovery and Creativity for Montana and the World. Activities of the POND programs funded
by the POND money are important to providing a Dynamic Learning Environment by enhancing advising,
attracting the highest quality graduate students, and supporting special student publications and activities.
Essential for 2016 or can be postponed: Essential
What might be traded or used as the funding source: Central allocation that was
supposed to be made a few years ago.
Describe impact on enrollment, revenue or other critical financial elements:
FY16 TOTAL COST: (include salary
and benefits)
160,515
FY17 TOTAL COST: (include salary
and benefits)
FY16 BASE REQUEST:
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS TRADED OR
ACQUIRED FROM A FUNDING
SOURCE:
None
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs
UNIT: Admissions
INITIATIVE REQUEST NAME: We Are Montana in the Classroom
PRIOR OBLIGATION OR CRITICAL NEED: This is a strategic initiative to harness UM faculty
talent in High School engagement and recruitment.
DESCRIPTION OF REQUEST: . Currently, the institution has an ad-hoc approach to K-12
engagement that lacks cohesive vision and open communication. As a result, the current approach limits
leveraging opportunities, duplicates efforts, leaves money on the table, and lessens our ability to create
systemic change and powerful impact.
This
initiative strives to build a dynamic coalition that includes campus and community partnerships, private
foundations, and a phenomenal group of faculty members who have fire in their belly about inspiring the
next generation. This faculty “A-Team” (or perhaps it's an "M-Team") will engage, educate, and inspire
high-school students in Montana and beyond through We Are Montana in the Classroom, a delivery
system for an array of learning experiences both in and beyond the classroom walls, digital and face-toface. In its launch phase, We Are Montana in the Classroom is projected to reach over 1,200 students
across the country this semester. We are optimistic this impact will easily grow fourfold in its second year
and likely include international prospects.
Descibe linkage to UM Strategic Goal:
Project development and implementation began July 2014.
What might be traded or used as the funding source: We hope to secure more private and
federal funds to assist with this engagement; we believe it is ripe for external support.
Describe impact on enrollment, revenue or other critical financial elements:
FY16 TOTAL COST: (include
salary and benefits)
$88,121,14
FY17 TOTAL COST: (include
salary and benefits)
$88,121,14
FY16 BASE REQUEST:
$88,121,14
FY16 OTO REQUEST:
0
FY16 ADDITIONAL STAFF:
.83 FTE
FY17 ADDITIONAL STAFF:
.83 FTE
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
$88,121,14
0
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs & Integrated Communications
UNIT: Admissions & Marketing
INITIATIVE REQUEST NAME: UG Recruiting: Marketing Materials (development,
printing, postage) and Digital Advertising
PRIOR OBLIGATION OR CRITICAL NEED: Prior Obligation
DESCRIPTION OF REQUEST: The request is to fund the printing and mailing of recruiting
materials, specifically the following items: LIVE, LEARN, THRIVE, INVEST, the 5 BUCKET
BROCHURES (Business, Creative, Outdoors, Health Professions, Science), and the early high school
first contact piece ("You Are On Our Radar''). These items were previously funded as OTO. This request
includes the design personnel costs, but not the related operational costs associated with creating the
print materials. The request also includes the personnel costs associated with creating the digital
components (online advertising, landing pages and digital communciation) of this effort. Digital media
serves as the primary research channel for prospective students. All other expenses associated with the
digital components of this request are funded through the University's marketing budget. This increased
outreach to prospective students comes at the request of the President.
Essential for 2016 or can be postponed: Cannot be postponed without abandoning the
recruiting marketing strategy that UM began in the fall 2013.
What might be traded or used as the funding source: Unknown/unidentified
Describe impact on enrollment, revenue or other critical financial elements: Because
UM's fiscal health is dependent on tuition and fee revenues generated by enrollment, the urgent task
facing us in the past several years was to reverse the decline in enrollment that began in 2008.
Increasing the number of printed materials sent to prospective students is one element of a revised
marketing campaign designed to increase the number of new student inquiries, applications and
enrollments. The first "wave" of new publications - LIVE, LEARN, THRIVE, INVEST - was sent to FALL
14 inquiries and applicants, and most likely contributed to an increase of nearly 100 new fall freshmen
from 2013 to 2104. At the President's direction, Admissions and UM Marketing subsequently added
other print pieces, digital advertising and landing pages to the communication plan. We have completed
development and publication of the "Bucket" series and Early High School piece as well as their
respective online advertising campaigns and landing pages. Also, currently we have print and digital
pieces under development for the name acquisition phase of recruiting to replace those formerly sent by
Ruffalo CODY under the terms of their contract.
FY16 TOTAL COST: (include
salary and benefits)
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
$396,800 (Academic Affairs) + $80,282 (Integrated Communication) = $477,082
Total
$396,800 (Academic Affairs) + $80,282 (Integrated Communication) = $477,082
Total
$396,800 (Academic Affairs) + $80,282 (Integrated Communication) = $477,082
Total
FY16 OTO REQUEST:
$0 (Academic Affairs) + $---,--- (Integrated Communications) = $---,--- Total
None (Academic Affairs) + $80,282 1.5 FTE (Integrated Communications) =
FY16 ADDITIONAL STAFF: $80,282Total FTE
None (Academic Affairs) + $80,282 1.5 FTE (Integrated Communications) =
FY17 ADDITIONAL STAFF: $80,282Total FTE
FY17 BASE REQUEST:
$396,800 (Academic Affairs) + $80,992 (Integrated Communication) =
$477,792 Total
FY17 OTO REQUEST:
$0 (Academic Affairs) + None (Integrated Communications) = $---,--- Total
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs/Student Affairs
UNIT:College of Forestry and Conservation/Campus Recreation
INITIATIVE REQUEST NAME: New Student Wilderness Adventure
PRIOR OBLIGATION OR CRITICAL NEED: Critical
DESCRIPTION OF REQUEST: Prior to the beginning of fall semester 2014 72 students were offered an
opportunity to participate in a pre-start-of-class wilderness experience offered collaboratively by CFC and CR. The
experience was designed to provide an engaging college level experience for new students with the anticipation that
it would help them get off to a great start and that it would lead to the kind of engagement that would enhance
retention. We will have more definitive information about first to second semester retention after the 15th day of
spring classes, but so far over 92% of those participating in the adventureare registered for spring courses. The
adventure was conceived as a pilot experiment by CFC and CR and supported by them on an OTO basis. The request
is to provide financial support for this program for fall 2016.
Descibe linkage to UM Strategic Goal: This initiative links most closely to Partnering for Student
Success and Dynamic Learning Environment. As both a college introduction and retention initiative it fits centrally
within our student success goal. It is designed to engage and conect students to each other and to UM. In terms of a
Dynamic Learning Environment it is the kind of programming that takes advantage of our location and it focuses on
building a learning community by forming cohorts of students who share a common experience related to learning at
UM.
Essential for 2016 or can be postponed: Essential for 2016
What might be traded or used as the funding source: new funding
Describe impact on enrollment, revenue or other critical financial elements: This
initiative presents the possibility to attract students to UM, to ensure those who are on the verge of committing to UM
to come, and enhance retention of students. As indicated, preliminary assessment of the pilot program suggests that
in exces of 90% of participants will return to UM for the second semester.
FY16 TOTAL COST: (include
salary and benefits)
30,000
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
FY16 OTO REQUEST:
30,000
FY16 ADDITIONAL STAFF:
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
none
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs
UNIT: Davidson Honors College
INITIATIVE REQUEST NAME: Full Time Advisor
PRIOR OBLIGATION OR CRITICAL NEED: Critical Need
DESCRIPTION OF REQUEST: A full-time advisor is needed to effectively deal with the increase in
number of DHC students. DHC is growing rapidly and the advising load for these very active and hig end students
is becoming oiverwhelming to the extent that they are not being served well.
Descibe linkage to UM Strategic Goal: The DHC is very important to Student Success--these are
student who persist to graduation, but they need specialized guidance to ensure success. The DHC also is very
important in creating a Dynamic Learning Environment (highly engaged students) and in fulfilling Research and
Creativity for Montana and the World. Higher proportions of DHC students than other students participate in
undergraduate research and study abroad programs.
Essential for 2016 or can be postponed: Essential
What might be traded or used as the funding source: increased enrollment
Describe impact on enrollment, revenue or other critical financial elements: increased
nubers of students mean increased revenue; higher proportions of retained students are important in performancebased funding; high end students raise the image of UM and its competitive position national (and internationally),
with potential long-term effect on revenue generation.
FY16 TOTAL COST: (include
salary and benefits)
52,000
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
52,000
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
1
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
increased enrollment
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs
UNIT: Graduate School
INITIATIVE REQUEST NAME: Half-time Assistant Dean
PRIOR OBLIGATION OR CRITICAL NEED: Critical Need
DESCRIPTION OF REQUEST: Reinstatement of the half-time Assistant Dean position to oversee
interdisciplinary degrees, and other duties. This position was discontinued in FY 2015 due to budget issues and a
half-time position was pieced together for a post-doc for FY 2015. That option is not feasible for FY 2016. This
position has been requested by the Graduate Council and existed prior to FY 2015.
Descibe linkage to UM Strategic Goal: This position links to graduate student success by providing a
leader and spokesperson and navigtor for interdisciplinary graduate programs, and graduate programs are
instrumental to Discovery and Creativity for Montana and the World and for a Dynamic Learning Environment.
Essential for 2016 or can be postponed: Essential
What might be traded or used as the funding source:
Realloction of a TA might be possible-essentially about $15,000. This would reduce an already limited TA pool. For the remainer, new funds are
needed. The UM Graduate School is the least staffed GS in the region and additional staff in the GS is a critical
need, especially if UM is going to increase graduate education.
Describe impact on enrollment, revenue or other critical financial elements:
FY16 TOTAL COST: (include
salary and benefits)
52,000
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
52,000
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
1
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
possible reallocation of a TA--$15,000
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs
UNIT: Office for Student Success
INITIATIVE REQUEST NAME: Professional Advisors
PRIOR OBLIGATION OR CRITICAL NEED: Critical Need
DESCRIPTION OF REQUEST:
Retention and success are enhanced by the work of professional
advisors. The request is to increase the professional advisor staff on campus by five advisors for areas where
there are no professional advisors (such as CVPA) or where there is an insufficient number (such as CHS). While
the request is for five new advisors, this could be scaled anywhere from 1-5 at $52,000 per advisor.
Descibe linkage to UM Strategic Goal: Professional advisors are proven to be a critical tool in
enhancing student success, especially regrding retention and completion.
Essential for 2016 or can be postponed: Essential
What might be traded or used as the funding source: New revenue or possibly reduction in
undergraduate waivers.
Describe impact on enrollment, revenue or other critical financial elements: Given the
success of other schools there is a strong potential of a 2-3% increase in 1st year retention which then gets
manifest in subsequent years. In addition, where we have professional advisers at UM we experience a marked
decrease in petitions due to advising mistakes and other time absorbing processes.
FY16 TOTAL COST: (include
salary and benefits)
260,000
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
260,000
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
5
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
None
THE UNIVERSITY OF MONTANA
2016/17 BIENNIUM BUDGET PLANNING
INITIATIVE REQUEST (December 2014)
SECTOR: Academic Affairs
UNIT:Office of International Programs
INITIATIVE REQUEST NAME: International Recruiter
PRIOR OBLIGATION OR CRITICAL NEED: Critical
DESCRIPTION OF REQUEST: A second full-time recruiter is needed with a primary, but not exclusive
focus on China. UM has significant opportunity to increase the number of international students, but moere
aggressive recruiting is needed to do so. Within two years we would expect an increase in international students
of at least 50. Salary and benefits for a recruiter plus a $25,000 operations/travel budget.
Descibe linkage to UM Strategic Goal: Education for the Global Century enhanced by having more
international students with whom to interact in classes, in dorms, etc. Also, international students contribute to
diversity of ideas and world views that is necessary for a Dynamic Learning Environment.
Essential for 2016 or can be postponed:Essential
What might be traded or used as the funding source: Revenue from new enrollment similar to
our experience with Brazilian students.
Describe impact on enrollment, revenue or other critical financial elements: Increase of
at least 50 new students above current levels of international stiudents with concurrent increase in revenue well
beyound the cost of a recruiter.
FY16 TOTAL COST: (include
salary and benefits)
77,000
FY17 TOTAL COST: (include
salary and benefits)
FY16 BASE REQUEST:
77,000
FY16 OTO REQUEST:
FY16 ADDITIONAL STAFF:
1
FY17 ADDITIONAL STAFF:
FY17 BASE REQUEST:
FY17 OTO REQUEST:
AMOUNT OF FUNDS
TRADED OR ACQUIRED
FROM A FUNDING
SOURCE:
Revenue from new students after 1st year.