BOARD OF TRUSTEES
BUDGET WORKSHOP
May 10, 2012
BUDGET SUMMARY
• Overall the recurring budget increased $3.8 million even with a
$7.5 million reduction in general revenue. We received a $2.25
million increase in general revenue for operational support and
$9.3 million in tuition increase and adjustments.
• Although we have additional budget, the carry forward amount
used to pay for nonrecurring priorities is only $9.0 million
compared to $13.5 million last year. The main difference is we
did not have the $4.0 million in recurring reserves this year.
• The budget reflects recurring reductions of $1.7 million. In
addition, $722 thousand of new allocations are included.
• Total general revenue and lottery for 12/13 is $65.9 million
compared to $90.8 million in 07/08. Without including PO&M
dollars, general revenue and lottery for 12/13 is $48.2 million
compared to $79.2 million in 07/08.
BUDGET SUMMARY
• We continue to maintain $4.0 million in
nonrecurring reserves for call backs
this year or additional budget
reductions next year.
• Of the total E&G budget, 81.2% of the
budget is salaries and benefits and
OPS, 4.3% is utilities and the remaining
14.5% is operating expenses
BUDGET PROCESS
• Each division reviewed their operations to determine
expenses that could be reduced.
• A controlled spending committee continued to meet
to review spending throughout the year and look for
methods to create greater efficiencies.
• The University had purchasing savings of $361,292
for three quarters of this fiscal year due to sourcing
and contracting by the Purchasing Department
• The vacancy pool committee continued its review
process.
REVENUE BUDGET FOR 12/13
Reductions:
• General Revenue Reduction - $7.2 million
• General Revenue Reduction for Financial Aid and
Insurance - $322 thousand
• ORP/Investment Plan Adjustments - $1.0 million
• Decrease in Allowable Excess Hours - $680 thousand
REVENUE BUDGET FOR 12/13
Increases• Assuming a 15% tuition differential increase - $5.4
million
• Tuition increase for undergraduate, out-of-state and
graduate tuition - $923 thousand
• Annualize 11/12 tuition increase of $733 thousand
• General Revenue Operational Support - $2.25 million
• Change in tuition alignment from 10,168 to 10,379 FTE $1.3 million
REVENUE BUDGET FOR 11/12
Increases• Plant, Operations and Maintenance for new buildings
- $1.5 million
• Projected increase in FTE by 221 to 10,600 FTE $966 thousand
DIVISIONAL REDUCTIONS IN 12/13
Reduced recurring budget by $1.7 million
Transferred 7 positions to the Auxiliary Overhead
Funds for savings of $383 thousand
PRESIDENT’S OFFICE
• Eliminated a coordinator position for Governmental
Affairs
• Reduced training by $75 thousand including one
position and $27 thousand of Operating Expense
• Reduced one Internal Auditor position
DIVISIONAL REDUCTIONS and
REALLOCATIONS IN 12/13
Administration and Finance
• Reallocated $125 thousand of expense within the division to
pay for the increased cost of software licenses
• Reduced 8 custodial staff by changing the cleaning schedule of
offices to once/week for savings of $212 thousand
• Eliminated Fine Arts Coordinator. All employees of the Fine
Arts Center will be funded from the auxiliary
• Eliminated a facility planner, construction project specialist and
coordinator of building warranties due to decrease in PECO
funding
• Reallocating a coordinator of accounting from Administration
and Finance to College of Health
DIVISIONAL REDUCTIONS 12/13
Institutional Advancement
• Reduced $73 thousand of operating expenses
including reducing the alumni journal from 3 to 2
times per year
• Eliminated a half time position for Alumni Services
Student Affairs
• Reduced $18 thousand of operating expense
• Eliminated coordinator of development
• Transferred 1 position to ELP and 2 positions to the
Student Life Fee
DIVISIONAL REDUCTIONS AND
REALLOCATIONS 12/13
Academic Affairs
• Reduced 3 advisors for Jacksonville Commitment in
the public schools - $156 thousand
• Eliminated 2.25 secretaries - $72 thousand
• Real Estate eliminated as a track in the finance major
eliminating one faculty member - $125 thousand
• Suspended admissions into a PE track within
secondary education major - $69,000
• Eliminated a half-time advisor - $23 thousand
DIVISIONAL REDUCTIONS AND
REALLOCATIONS 12/13
• Terminated the Master of Science in Applied
Sociology, eliminating one faculty member through
attrition and two faculty redeployed in the
undergraduate major of social work to gain
accreditation in that field - $100 thousand
• Reallocated a visitor position in education and one
in marketing to enable additional new resources in
coastal engineering and physical therapy
RECURRING RESOURCES FOR 2012/13
1) 2011/12 Educational & General allocation (Initial)
Annualization of health and retirement benefits
Adjusted 2010/11 base allocation
2) 2011/12 New Allocation Funding:
Enrollment growth
Tuition increase
Tuition realignment
Annualization of 11/12 tuition increase
Adjustment in PO&M for new space
GR Operational Support
Increase in Enrollment by 221 FTE
General Revenue Budget reduction
Decrease in Allowable Excess Hours
FRS/ORP/Investment Plan Adjustment
New E&G Funding
3) 2011/12 Educational & General allocation
$125,791,585
$852,182
$126,643,767
$0
$6,373,607
$1,281,526
$732,575
$1,458,934
$2,250,000
$965,718
($7,191,189)
($679,814)
$(1,030,551)
$3,787,545
$130,804,573
FUNDING SOURCES FOR
RECURRING ALLOCATION
2012/13
– New E & G Funding
$4,160,806
– Reserves (2011/12 Recurring)
$2,015,811
– Savings from Alternative FICA
$175,000
– Divisional Reductions
$1,716,294
– TOTAL RECURRING DOLLARS:
$8,067,911
FUNDING SOURCES FOR
NONRECURRING ALLOCATION
2012/13
– Reserve carryover
$4,000,000
– Prior Year Balance(Unallocated)
$1,600,000
– Excess Tuition
$1,300,000
–
$2,100,000
Unspent Funds, Salary Savings
– Interest
TOTAL NONRECURRING DOLLARS:
$ 550,000
$9,550,000
RESERVES
• State call back
$4,000,000 nonrecurring
• Executive reserve
$200,000 recurring
$400,000 nonrecurring
New Allocations for 12/13
Academic Affairs
• Associate Professor and Assistant Professor
Coastal Engineering
• Assistant Professor Assistant of Coastal Biology
• Assistant Professor of Physical Therapy
• Coordinator of UNF Galleries
Potential Budget Issues
• Legislative action required employees to pay 3% of their salary
into the defined benefit plan or the defined contribution plan
this fiscal year. A lawsuit was filed and the appeal is with the
State Supreme Court. If the University is required to repay the
monies to the employees and we do not receive funding from
the state, this cost is approximately $2.1 million/year.
• An additional 2% reduction in contribution for ORP and
Investment Plan participants was legislated for next fiscal year.
The budget was reduced $1.0 million based on this change. We
are holding these monies in reserve until a court decision is
determined.
• This budget assumes the BOG approves the 15% tuition
differential
ACTUAL & PROJECTED FTE
• 2009/10 Actual FTE
• 2010/11 Actual FTE
• 2011/12 Actual FTE
10,468
10,385
10,428
• 2012/13 FTE Targets
10,600
Arts and Sciences
Coggin
Brooks
Education
Computing, Engineering, Construction
6,087
1,678
1,248
1,029
558
GOAL 1:
Cultivate a learning environment that
supports intellectual curiosity, academic
achievement and personal growth
11/12 Accomplishments for Goal 1
150
160
140
120
97
100
79
60
40
20
44
40
66
72
80
69
48
39
126
89
80
58
106
48
49
2009
2010
29
0
2007
2008
fall
spring
2011
2012
summer
We increased the number of distance learning courses from 264
to 356 over the past year
We are working on making gatekeeper courses into gateway
courses
11/12 Accomplishments for Goal 1
17,000
600
16,500
590
16,000
580
15,500
572
567
15,000
560
559
553
14,500
550
547
14,000
16,570
13,500
15,430
570
16,320
16,719
16,368
540
530
13,000
520
12,500
510
12,000
500
fall 2007
fall 2008
fall 2009
Student
fall 2010
fall 2011
Faculty
We were able to increase the number of fulltime faculty, using
tuition differential funding
We were able to reduce student to faculty ratio from 21-1 to 20-1
11/12 Accomplishments for Goal 1
Average SAT score for freshmen climbed from 1204 in fall 2010
to 1209 in fall 2011.
 In 2008-09 our second year retention rate was 78%. In 20112012 the retention rate was 81.4%, down from 82% the year
before.
 In 2008-09, our third year retention rate was 64%. In 2011-12 it
was 70.2%, up from 70% the year before
11/12 Recognitions for Goal 1
•
Among the nation’s Top 75 “Best Value” public colleges and universities,
according to The Princeton Review. Also in 2011, 2009 and in 2007.
•
Named to Kiplinger’s Personal Finance’s list of 100 best values in public
colleges for 2011-12.
•
The Coggin College of Business at the University of North Florida has been
named an outstanding business school, according to The Princeton Review.
Fifth consecutive year
•
UNF landed on Forbes Magazine’s “Top 20 Best Buy Colleges.” The top three
spots on the list went to military service academies that don’t charge tuition:
West Point placed first, followed by the Air Force Academy and the Naval
Academy
12/13 INITIATIVES FOR GOAL 1
Freshman Year Experience

Common philosophy course for FTIC students – develop
critical thinking

New Osprey Advantage Courses – introduces freshmen
to their major and the faculty in their major

Student Passport – a passport that is stamped when
students attend cultural events, evening lectures, athletic
events

Expanded learning-living communities where students
live with peers in the same major

Initiate first gateway courses
Work on Civil Discourse Project with the TU and
WJCT
New tuition differential dollars will support 55 lines
or over 300 course sections
GOAL 2:
Recruit and support a diverse community
of students, faculty and staff who will
contribute to and benefit from the
university’s mission
11/12 ACCOMPLISHMENTS FOR GOAL 2
 In 2010/11 we enrolled 218 Jax Commitment students. In
2011/12 we enrolled 276. We had our first class of graduates.
 First year retention rates remained high among minority
students: 87.6% for Blacks and 81.6% for Hispanics compared
to an overall rate of 83.4%.
 The overall representation of minority students among U.S.
citizens increased over the past year. 2010/11 = 24.4% 2011/12 =
25.5% (fifth year of growth in this number)
 The overall representation of minorities in the faculty remained
virtually the same this year as last year: 15.9% in 2010/11
compared to 15.8% in 2011/12
11/12 ACCOMPLISHMENTS FOR GOAL 2
 In 2011/12 UNF awarded its first grant to support research on
issues related to diversity: This year’s funding for research to
measure the outcomes of Metro Town.
 In 2011/12 UNF offered its first recognition awards for an
individual and a program contributing to campus diversity.
 In 2011/12 UNF held its first Week of One, a celebration of
diversity on campus
 In 2011/12 UNF brought OneJax onto campus as a UNF
institute.
 UNF participated in the international I AM EQUAL program
12/13 INITIATIVES FOR GOAL 2
 Continue to fund Commission on Diversity
 Coordinate with MOSH on RACE exhibit
 Hire a new director for LGBT Center, position funded
by anonymous donor
 Provide leadership on Project Breakthrough
 Coordinate activities between OneJax and three oncampus centers –
o Interfaith Center
o Center for Intercultural Peace
o Sustainability Center
GOAL 3:
Support and recognize research and
creative endeavor as essential university
functions
ACCOMPLISHMENTS FOR GOAL 3
While we are still collecting data on 2011/2012 faculty
scholarship, our 2010/2011 data provide the following examples
of faculty scholarship as conducted in two colleges
20010/11 faculty scholarship in Coggin College (48 faculty
reporting)
9 books
7 book chapters
66 refereed journal articles
3 online publications
29 presentations at international, national and regional
professional conferences
2010/11 faculty scholarship in Computing, Engineering and
Construction (30 faculty reporting)
72 book chapters and journal articles
41 presentations at international, national and regional
professional conferences
31 contracts and grants
1 patent
12/13 INITIATIVES FOR GOAL 3
 Begin implementing recommendations from outside
consultant.
 Fund $675K in startup costs for new faculty research
 Continue $120,000 in funding for research in the UNF
Environmental Center. This includes funding for summer
research internships for students. (nonrecurring)
 Fund 2 faculty positions in the Coastal Engineering Center
GOAL 4:
Affirm the university’s public responsibility
through civic and community engagement
11/12 ACCOMPLISHMENTS FOR GOAL 4
 Students in CIS 4327 – Information Systems Senior Project
developed web-based database projects for non-profits in
Jacksonville, FL
These included United Way, River Region Human Services,
Helping Hands Neighborhood NetworkCenter, and the Emergency
Services and Homeless Coalition.
Helping Hands will continue its relationship with UNF by having
Computing Science Interns work on its website development this
summer
11/12 ACCOMPLISHMENTS FOR GOAL 4
 Every course in the Pre-K/Early Learning Program partners with
one of eight different community organizations including Early
Head Start, Jewish Community Alliance, Woodland Acres
Elementary and Duval County Schools.
Every student in these courses completes 45 hours in authentic
learning situations.
During the past year, 104 UNF students provided more than 1650
hours of direct service as part of their academic course work.
f
Recognitions for Goal 4
The University of North Florida was admitted to the
2012 President’s Higher Education Community
Service Honor Roll for its work in community settings,
student volunteerism and philanthropic efforts as well
as academic programs that include forms of
community-based learning.
This Honor Roll award is the second national award UNF has
received for its community engagement efforts. Last year, the
University received the prestigious Community Engaged
University designation by the Carnegie Foundation for the
Advancement of Teaching.
12/13 INITIATIVES FOR GOAL 4
 The College of Education and Human Services will launch the
Center for Urban Education and Policy, funded using Schultz
distinguished professor funds
The mission is to provide a central site for organizing and
disseminating information regarding urban
education activities and initiatives.
 Continue to fund departmental grants to increase communitybased education in coursework
 Continue funding for CROP (College Reach Out Program)
(nonrecurring)
 Continue to work with the World Affairs Council on the Global
Issues Forum and will continue to host the Distinguished
Voices lecture (nonrecurring)
GOAL 5:
Secure fiscal, physical and technological
resources aligned with the university’s
mission and values
11/12 ACCOMPLISHMENTS FOR GOAL 5
 Opened the new biology building
 Opened the new Disability Resources and Military
Veterans Resources Centers
 Began increased programming for student life using
funds from the Student Life and Services fee
 The most appropriate measure for utility cost is to
compare the campus EPI score. This shows the
energy used on a per square foot basis per
year. The campus EPI (kBTU/sq.ft/year) score
increased from 70.8205 in 2007 to 75.1166 in 2011, an
increase of 6%.
11/12 ACCOMPLISHMENTS FOR GOAL 5
 Migrated all student email accounts to the “cloud” resulting in
a three-year cost savings of $100,000
 Expanded capacity and capability of the Blackboard Learning
Management System to accommodate increased academic
utilization.
 Completed migration of all University divisions to the web
content management system, providing a consistent look and
feel to the University’s web presence.
 Began moving to paperless board meetings
Recognitions for Goal 5
UNF was listed in the “2012 Guide to 322 Green Colleges”, a
comprehensive guidebook profiling institutions of higher
education that demonstrate a notable commitment to
sustainability in their academic offerings, campus infrastructure,
activities and career preparation.
Earlier in the year UNF was named one of the100 “Coolest
Schools” by Sierra magazine.
UNF’s Student Union was recognized by the Florida Chapter of
The American Institute of Architects (AIA Florida) as the best
educational building and voted the TOP building in the state by
architects’ votes and as the No. 4 building overall in the state by
public vote.
11/12 INITIATIVES FOR GOAL 5
 Complete construction on Student Wellness Center
 Complete construction on new student dining facility
 Increase funding for need-based aid - (Tuition
Differential)
 Implement Blackboard Mobile components, provide
convenient access to Blackboard and other
applications from a variety of mobile devices.