FRANCIS MARION UNIVERSITY
Report to the
University Faculty
I.
Financial Review
II. Capital Bond Bill
Priorities
III. Capital Reserve Request
IV. Below the Line General
Funds Requests
V. Campus Development
Office of Business Affairs
April 2007
Faculty Presentation April 2007.ppt
I. Financial Review
Total Budget
FY 2006-07 General Funds Budget
REVENUE
State Appropriations
16,586,166
Student Fee Revenue
22,925,053
Other Revenue
1,773,356
TOTAL REVENUE
$41,284,575
EXPENSE
Personnel Costs
Student Wages
Employer Contributions
Other Operating Expense
TOTAL EXPENSE
24,363,608
514,632
6,638,594
31,516,834
9,767,741
$41,284,575
General Funds Budget
FY 2006-07 General Funds
General Fund Revenue Budget
General Fund Expense Budget
Student Wages
1%
Employer
Contributions
16%
Student Fees
56%
Personnel Costs
59%
State
Appropriations
40%
Other
Operating
Expenses
24%
Other Sources
4%
State
Appropriations
Student Fees
Other Sources
Total
$16,586,166
40%
Personnel Costs
$24,363,608
59%
514,632
1%
Employer
Contributions
6,638,594
16%
Other
Operating
Expenses
9,767,741
24%
Student Wages
22,925,053
56%
1,773,356
4%
$41,284,575
Total
$41,284,575
Expense
FY 2006-2007 General Funds Budget
General Fund Expenditure Budget by Program
Student Services
Academic Support
10%
10%
Institutional
Support
12%
Public Service
3%
Facilities
16%
Instruction
46%
Instruction
Public Service
Scholarships
(Waivers)
2%
46%
3%
Academic Support
10%
Student Services
10%
Institutional Support
12%
Facilities
16%
Scholarships (Waivers)
2%
Revenue
Francis Marion University
Comparative History – State Appropriations
State Appropriation
Change from previous
year
2000-01
2001-02
2002-03
2003-04
2004-05
2005-06
2006-07
16,236,120
15,685,023
14,091,406
12,576,814
12,635,500
13,455,404
14,106,988
264,516
(551,097)
(1,593,617)
(1,514,592)
58,686
819,904
651,584
250,000
1,238,031
1,238,031
500,000
500,000
Dedicated Projects:
Nursing Program
Small & Minority
Business
Early Childhood
Program
585,000
Women & Minorities
in Science & Math
100,000
Flow Though Projects:
Omega Project
75,000
68,122
56,147
56,147
Francis Marion Trail
Total State
Appropriation
75,000
56,147
110,000
16,236,120
15,760,023
14,159,528
12,632,961
12,941,647
15,378,435
16,586,166
Construction Projects:
Center for the Child
Nursing Building
Center for
Performing Arts
2,000,000
250,000
1,500,000
7,000,000
Revenue History
FMU General Fund Revenues:
5 Year Summary
$40,000,000
$35,000,000
$30,000,000
$25,000,000
$20,000,000
$15,000,000
$10,000,000
$5,000,000
$0
2002
2003
State Appropriations
2004
2005
Student Fees
2006
Other Sources
Expenditure History
FMU General Fund Expenditures:
5 Year Summary
$40,000,000
$35,000,000
$30,000,000
$25,000,000
$20,000,000
$15,000,000
$10,000,000
$5,000,000
$0
2002
2003
2004
Personal Services & Fringes
2005
Operating
2006
State Appropriations/Fall FTE
Financial Review:
State Appropriations per Fall FTE
(Fiscal Year Ended June 30)
$7,000
$6,000
$5,530
$4,772
$5,000
$4,628
$4,111
$4,127
$4,000
$3,000
$2,000
$1,000
$0
State Appropriations
Fall FTE
State Appropriations/Fall FTE
2001-02
2001-02
2002-03
2002-03
2003-04
2003-04
2004-05
2004-05
2005-06
2005-06
$15,760,023
$14,159,528
$12,632,961
$12,941,647
$15,378,435
2,850
2,967
3,073
3,136
3,323
$5,530
$4,772
$4,111
$4,127
$4,628
2006-07 Comparison of Undergraduate Student Fees
Student Fees
Full-Time In-State Undergraduate Student Fees (Per Semester)
In-State UG
Per Semester
Francis Marion University
Difference
from FMU
$3,256
Per Semester
Increase
264
USC-Aiken
3,335
79
271
Lander
3,581
325
247
The Citadel
3,584
328
323
College of Charleston
3,617
361
283
SC State
3,639
383
399
USC-Upstate
3,712
456
394
Coastal Carolina University
3,750
494
320
USC-Columbia
3,904
648
247
Clemson
4,700
1,444
257
Winthrop
4,750
1,494
372
Average
3,803
547
307
USC-Beaufort
2,862
(394)
255
Note: USC Beaufort was approved to move from two-year to four-year status in June 2002.
Source: SC Commission on Higher Education website, December 2006
II. Capital Bond Bill Priorities
Capital Bond Bill Priority 1
School of Education/School of Business Building
1) Description of Request:
Construction - Build an approximately 61,000 square foot facility.
Description - Provide 13 classrooms, 1 distance learning classroom, 4 computer labs, 1
open computer laboratory, 4 project rooms, a teaching materials center, 50 faculty
offices, 2 deans’ offices and various support staff facilities.
Funding Request - Request includes one-time funding of $15,250,000 for construction,
start-up equipment and furnishings.
Prior Funding - $750,000 provided in fiscal year 2000 for architectural and engineering
design.
2) Justification:
Promote the School of Education and School of Business Programs - Provide
two of FMU’s largest undergraduate and graduate degree programs, the School of
Education and the School of Business, a building designed for and dedicated to the
promotion of their respective programs.
Enhance Instruction through Latest Technology - Facilitate instructional delivery
through the use of latest technological media.
Capital Bond Bill Priority 2
Founders Hall Renovation
1) Description of Request:
Renovation - Renovate the 76,366 square foot Founders Hall, the University’s oldest
classroom building, which covers two floors and houses 26 classrooms and labs and 99
offices.
Facility Renewal - Address items of facility renewal such as replacement of the HVAC
and lighting systems for improved energy efficiency, replacement of carpeting, ceilings,
interior finishes, door locks, and classroom seating.
Funding Request - Request includes one-time funding of $6,000,000 for renovation of
facility.
2) Justification:
Provide for Renovation of an Extensively Used Facility - As the first of the
University’s classroom and faculty office buildings (constructed in 1974), the facility has
been extensively used.
Promote Recurring Cost Savings - Effect recurring cost savings to the University
through replacement of energy-inefficient HVAC and lighting systems and subsequent
decreases in preventative maintenance and deferred maintenance costs.
III. FY 2007-08 Capital Reserve Request
Capital Reserve Funding Request
Center for the Performing Arts
Request - Francis Marion University is requesting $3,000,000 in capital reserve funding for
a new 52,000 square foot facility in downtown Florence. The new facility will be
constructed through a partnership between FMU and the City of Florence, and partially
funded though a substantial private gift from the Bruce and Lee Foundation.
Description
 Construction of the facility will total $21,000,000 and includes $7,000,000 in state
appropriated funds previously awarded for construction of the facility, $1,000,000 from
the City of Florence’s state appropriation for its downtown redevelopment project, and a
gift of $10,000,000 from the Drs. Bruce and Lee Foundation.
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The facility will consist of a multipurpose theater that will accommodate 750, a 100-seat
black box or experimental theater, several classrooms and offices.
The facility will provide instructional and performance space for the theater and music
programs of the University’s Fine Arts Department and provide performance venues to
benefit the University community, the City of Florence, and the surrounding Pee Dee
area.
The City of Florence plans on using this facility as a focal point for their downtown
redevelopment initiative.
Capital Reserve Funding Request
Deferred Maintenance
Request - Francis Marion University is requesting $1,000,000 in capital reserve funding to
address ever increasing deferred maintenance needs, primarily in the University’s academic
and instructional facilities.
Description - FMU is in its 37th year and many of the academic facilities are reaching a
critical stage relative to addressing the progressive, cyclical, and predictable deterioration
of the buildings. During 2005, the University defined approximately $3.5 million in deferred
maintenance needs within physical structures and an additional $3.7 million outside
buildings.
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Critical needs include mold and mildew abatement in academic buildings and repairs to
storm-water collection and sanitary sewer system replacement & repair.
Smith University Center - Significant deferred maintenance need exists for repairs to the
8,000 sq. ft. indoor pool and the facility which houses it. Repairs extend to the pool itself,
the surrounding walls and ceilings, access doors, and decks. A critical issue is the need to
repair and replace corroded air handlers and piping which have caused air quality to drop
below acceptable standards. This project is estimated to be $600,000.
In a time of reduced state appropriated funding, the postponement of deferred
maintenance will only result in higher costs for remedying these situations as conditions
worsen over time.
IV.III.
FY Financial
2007-08 Below
the Line
Funds Requests
Overview
of General
Auxiliaries
Below the Line Request
Rural Assistance Initiative
Request - Francis Marion University is requesting $600,000 for an interdisciplinary
program to assist rural development in the Pee Dee region of South Carolina.
Description - The Pee Dee region of South Carolina is a primarily rural area of the state
characterized by relatively high unemployment and poverty rates. This region needs a
program of expert technical assistance that will increase local capacity to undertake rural
development projects in various areas, including housing, community facilities, health care,
and economic innovation.


FMU faculty from several different departments and schools—Business, Nursing, Sociology,
Psychology, and Political Science—will work with rural communities to assess their health
and human services and infrastructure needs and to develop strategies to address those
needs.
The University will offer technical assistance to rural communities in the Pee Dee region.
This assistance will promote rural development and help individuals, businesses, and local
communities participate in the global economy.
Below the Line Request
Teacher Education Initiative
Request - The Francis Marion University School of Education is concentrating on improving
the quality of undergraduate and graduate teacher education and preparation in the Pee
Dee region of South Carolina. Francis Marion University requests $500,000 for a program to
strengthen pre-service teacher education programs in order to attract highly qualified
applicants and enable graduates to perform at a very high level in the classroom.
Description - In order to enhance the performance of teachers who are already in the
classroom, this initiative will provide high quality professional development activities. This
program will be focused on closing the educational gap through improving the quality of K12 education in the Pee Dee Region.
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
The proposed Teacher Education Initiative would be structured to improve the quality of K12 education in the Pee Dee and enhance the ability of pre-service and in-service teachers
to work with parents, local school districts, health and human service providers, and the
business community to meet the special needs of children living in under funded school
districts in the Pee Dee region.
In particular, the proposed program is intended to help close the gap between the K-12
educational system and what students need to know and do in order to succeed in postsecondary education.
Below the Line Request
Accreditation Support and Program Enhancement
Request - All academic programs at the university that have external accrediting bodies are currently
accredited with the exception of Computer Science. Francis Marion University requests $850,000 for
funding that will strengthen and extend academic programs and their accreditation.
Description

Requested funding will be used to provide academic program support and to enhance accreditation
efforts in the following areas:
•
•
•
•
•
•
•
•
•
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All Academic Programs - Southern Association of Colleges and Schools (SACS)
Early Childhood, Elementary, and Secondary Education - National Council for Accred. of Teacher Educ. (NCATE)
Business - Association to Advance Collegiate Schools of Business-International (AACSB)
Visual Arts and Art Education - National Association of Schools of Art and Design (NASAD)
Theatre Arts - National Association of Schools of Theatre (NAST)
Graduate Program in Psychology - Master's in Psychology Accreditation Council (MPAC)
Graduate Program in School Psychology - National Association of School Psychologists (NASP)
Chemistry - American Chemical Society (ACS)
Computer Science
Requested funds would allow the university to bring the Computer Science program to the level
needed for external accreditation.
Other academic programs, such as Accounting, Physics and Astronomy, Visual and Graphic Arts,
Psychology, Chemistry, and Education, would benefit from additional resources in order to satisfy the
expectations of professional organizations and external accrediting bodies.
Funding also needed for activities linked to the SACS reaccreditation effort, including the Quality
Enhancement Plan required by SACS that will be a top institutional priority in 2007-08.
V. III.
Campus
Development
Financial
Overview of Auxiliaries
Current Campus Projects
Under Construction
Construction of
Phase II of the
Forest Villas
Apartments
190 beds
(including some
improvements to
existing housing)
$9.2 million
In Planning Phase
Construction of the
Gail and Terry
Richardson
Center for the Child
Estimated 16,200
sq. feet
$3,000,000
Construction of the
Forest Villas Apartments - Phase II
Phase I: Provided 237 beds that were occupied in August 2004.
Phase II: Currently constructing approximately 190 additional beds for
August 2007 opening.
Construction of the
Gail and Terry Richardson Center for the Child
Pee Dee Education
Center
Gail and Terry Richardson
Center for the Child
Rendering - Front View
Conceptual Rendering
Description - Construct an estimated 16,200 square
foot building to provide
space for instruction, daycare, and administration needs, including
classrooms, assessment rooms, videoconferencing room, observation areas, a
food preparation area, offices and other support facilities.
Funding - During FY05-06, the University was appropriated $2,000,000 for
construction of the facility.
Construction of the
Gail and Terry Richardson Center for the Child
Rendering - Rear View
Conceptual Rendering
Provide a Student Learning Laboratory - Provide a learning laboratory to
support practical applications for students in the Psychology and Education
curricula in working with children attendees.
Serve as a Community Resource - Serve as a resource for the surrounding
community by:
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Providing critically needed assessment and intervention services for at-risk children
and families through a child development and evaluation clinic,
Providing state of the art day-care for children of employees, students, and other
community members through a child study lab,
Seeking to develop and disseminate best practices in early childhood education and
provide technical assistance to the State’s early childhood programs.
McNair Science Building
Auditorium Renovation
McNair Science Building
Auditorium:
 constructed in 1972
 is a multi-functional facility serving
Academia, Fine Arts, and the local
Community
 design of the facility allows for two
classrooms and an auditorium.
 folding wall partitions between the
classrooms and the auditorium can be
opened to support events with
total seating capacity of 438.
Purpose: To provide a major
renovation to the MSB Auditorium (room
12 and classrooms/wings 11 and 13).
Time Frame: Scheduled for May, June
2007
Renovation Plans:
New, modern seating
New interior design with laminated
panels, and trim
New carpeting
New lighting design
New audio/visual equipment utilizing
current technology
• DVD/VCR combination unit, stereo,
speakers with surround sound, and
wireless microphone system.
Smith University Center
Pool Renovation
Smith University Center Pool:
constructed in 1974
is a 25 meter pool with a 3 meter
diving board and 8 swimming
lanes.
Purpose: To renovate the UC pool
within the budget constraints provided.
Time Frame:
Already working with an A/E firm to
do the design work.
Scheduled to have the design go
out for bids in June.
Scheduled to close the pool for the
Fall 2007 semester with
demolition/construction starting in
early August 2007.
Smith University Center Pool Renovation
Budgeted Cost: Budgeted at $967,000. Break-out below does not include
contingency and design amounts.
Activity
Description
Estimated Cost
HVAC Unit
Replace with humidity control unit and duct-sock
Room Ceiling
Remove suspended ceiling
Roof Support
Structural beams and bar joists need sandblasting and
refinishing due to significant corrosion
Angle Bracing
Replace damaged angle bracing in ceiling
$12,500
Inspection
Have engineer inspect all sandblasting
$40,000
Lighting
Room lighting units are severely corroded and need
repair or replacing; pool lighting is inoperative
$120,000
Doors & Windows
Replace existing storefront window and door frame
assemblies with new structures including transoms.
$125,000
Pool Surface
Blast off existing gunnite, repair cracks and holes,
apply new surface material
$75,000
Special Equipment
Replacement/Repair
Metal refinishing; balcony rails
$12,500
$225,000
$65,000
$150,000
Founders Hall/CEMC Renovation
Founders Hall
• occupied in 1974
• houses offices and classrooms for several
academic programs.
Cauthen Educational Media Center
• occupied in 1977
• contains the Media Center
• provides classroom and office space for
academic programs
• houses the Dooley planetarium, the
Lowrimore Auditorium, and the
Jackson Innovation Place.
Founders Hall Future Renovation:
The
University’s Comprehensive Permanent
Improvement Plan (CPIP) has Founders Hall
Renovation scheduled for 2009-10 pending
funding.
Purpose: A project list is being developed
for small cosmetic renovations this summer.
Time Frame: Scheduled for Summer 2007.
Proposed Renovations:
Renovate Bathrooms
Replace Carpet
Replace Ceiling Tiles
Paint Interior
Replace Some Furniture
Clean/Pressure Wash Building Exterior
Paint Building Exterior
Repair Exterior Entrance Steps
2008 Projected Campus Project:
Description: Constuct
First
Baptist
Drs. Bruce &
Lee Library
Poynor
School
Proposed Location
CHEVES STREET
Specifics - The facility
is planned to consist of
a multipurpose theater
to accommodate 750,
a 100-seat black box
or experimental
theater, several
classrooms and offices.
IRBY STREET
PALMETTO STREET
an estimated 52,000
square foot facility at
the corner of Dargan
and Palmetto streets in
downtown Florence
through a partnership
between FMU and the
City of Florence, and
partially funded
through a substantial
private gift from the
Drs. Bruce & Lee
Foundation.
Construction of The Center for the Performing Arts
DARGAN STREET
Estimated Cost - approximately $21 million:
• $10 million gift from the Bruce and Lee Foundation over 5 years.
• $1 million in downtown redevelopment funds.
• $7 million in 2006-07 state appropriation.
• $3 million of additional state funds being sought through a Capital
Reserve Request.
Justification:
• Provide cultural enhancement opportunities for the Pee Dee Region.
• Provide instructional and performance space for FMU theater and music
programs.
• Serve as a focal point for the City of Florence downtown redevelopment
initiative.
Development of an Outdoor Athletic Complex
Acquired Land (west of Highway 327)
INTRAMURAL
FIELD
CONCESSIONS & PRESS BOX
Conceptual Rendering Only
Major Projects Recently Completed
2000
Smith University Center Commons Renovation
2000-01
Smith University Gymnasium Renovation
2003
Ervin Dining Hall Laundry Room - Renovated & Reequipped
$60,000
$175,000
$8,000
The Lowrimore Auditorium Renovation
$450,000
The John Kassab Tennis Courts Renovation
$265,000
The BB&T/Amelia Wallace Faculty/Alumni Cottage
Construction
$650,000
2003-04
Mall Fountain Construction and Landscaping
2004
James E. Dooley Planetarium Equipment Upgrade
$98,000
$235,000
Install Sound System in University Center Gymnasium
$83,000
Install Sound System in Fine Arts Center Theatre
$35,000
Install Sound and Video System in Univ. Center Commons
$30,000
2004-06
The Village Apartments - Furniture/Appliance Replacement
2005-06
Hanson Park
$1,096,000
$15,000
The Dr. Frank B. Lee Nursing Building Construction
$8,000,000
The Grille Construction
$1,550,000
FMU Real Estate Foundation
2004
The Forest Villas Apartments (Phase I)
& Forest Villas Community Center Construction
$9,900,000
FMU Foundation - Land Acquisition
2005
FMU Foundation obtained 109.24 acres across the highway
from the FMU campus (west of Highway 327).
Proposed Major Projects
$1,300,000
Projected Cost
2006
FMU Real Estate Foundation purchase from FMU Foundation
approximately 95 acres from previous land acquisition.
$730,000
2006-07
Construction of Forest Villas Apartments - Phase II
(including some improvements to existing housing)
$9,200,000
Construction of the Gail & Terry Richardson Center for the
Child
$3,000,000
2007-08
Construction of the Center for the Performing Arts
$21,000,000
TBD
Construction of School of Education/School of Business
Building
$16,000,000
TBD
Renovation of Founders Hall
TBD
Development of an Outdoor Athletic Complex
2000-2010 Major Projects and Acquisition Total Cost Approximation
$6,000,000
TBD
$80,000,000