1. 1 University of Hawaii at Manoa Stocktaking April 2004

2. 2 Stocktaking for the 2005-2007 biennium  Mission and mission clarification  Programs and organization  Budget planning and legislative strategy

3. 3 Manoa’s Mission “University of Hawaii at Manoa is a doctoral/research university with selective admissions. It offers baccalaureate, master’s, and PhD degrees in an array of liberal arts and professional fields, degrees in law, and medicine and carries out organized research.” BOR 4-1c(1)(a)

4. 4 Vision Statement Manoa is a premier research institution whose scholars are leaders in their disciplines and whose students are prepared for leadership roles in society. Manoa strives for excellence in teaching, research, and public service. Manoa is an innovative institution, comfortable with change. Manoa celebrates its diversity and uniqueness as a Hawaiian center of learning. We build on our strengths including our unparalleled natural environment and tradition of outstanding Asia-Pacific scholarship. Manoa strategic plan

5. 5 Core Commitments Research Educational Effectiveness Social Justice Place Economic Development Culture, Society and the Arts Technology Manoa strategic plan

6. 6 Need for mission clarification  Limitations on physical and human resource require that growth at Manoa be controlled.  What is the proper size and mix of Manoa’s student body within the context of the ten campus University of Hawaii system?

7. 7 Manoa’s Educational Programs

8. 8 Degrees Offered  Bachelor’s degrees in 97 fields  Master’s degrees in 85 fields  PhD degrees in 55 fields  84 certificates

9. 9 Arts, sciences and humanities academic units  College of Arts and Humanities  College of Languages, Linguistics and Literature  College of Natural Sciences  College of Social Sciences  School of Hawaiian, Asian and Pacific Studies  School of Ocean, Earth Sciences and Technology

10. 10 Professional education academic units  School of Architecture  College of Business Administration  College of Education  College of Engineering  William S. Richardson School of Law  John A. Burns School of Medicine  School of Nursing and Dental Hygiene  School of Travel Industry Management  School of Social work

11. 11 Headcount enrollment Fall 1997 and Fall 2003 Projected Fall 2009

12. 12 Increase in headcount enrollment Fall 1997 and Fall 2003 Projected Fall 2009 using IRO rate of change ActualProjected change F1997F2003F2009F03-F97F09-F97 Undergraduate12,03813,54015,07012.48%11.30% Graduate5,3276,2016,89616.41%11.21% Totals17,36519,74121,96613.68%11.27%

13. 13 Student semester hours F1998 and F2002

14. 14 Increase in student semester hours Fall 1998 to Fall 2002 Fall 1998Fall 2002Change Graduate32,71138,03716.28% Upper Division 68,44376,72112.09% Lower Division 91,70498,8347.78% Total192,858213,59210.75%

15. 15 Manoa’s Research Programs

16. 16 Research is conducted… 1) as part of each faculty member’s academic responsibilities, 2) through organized research programs, 3) and as required under contracts and grants.

17. 17 Major research units  School of Ocean, Earth Sciences and Technology  College of Tropical Agriculture and Human Resources  Institute for Astronomy  Cancer Research Center  Pacific Biomedical Research Center  Curriculum Research and Development Group  John A. Burns School of Medicine

18. 18 Other research units  Environmental Center  Industrial Relations Center  Social Sciences Research Institute  Water Resources Research Center  Waikiki Aquarium  Lyon Arboretum

19. 19 Sponsored research and training awards Actual F1997 and F2003 Projected F2009 based on growth rates of past 6 years Thousands of $s *With appropriate research investment.

20. 20 Federal contracts and grants FY 1997 Thousands of $s

21. 21 Federal contracts and grants FY 2003 Thousands of $s

22. 22 Other contracts and grants FY 1997 Thousands of $s

23. 23 Other contracts and grants FY 2003 Thousands of $s

24. 24 Academic and institutional support and student life

25. 25 Support of academic and research programs  Hamilton and Sinclair libraries  Student affairs  Graduate division  Laboratory Animal Services  UH Press  Outreach College

26. 26 Auxiliary services and facilities management  Bookstores (all campuses)  Food services  Parking  Transportation  Buildings and grounds

27. 27 Support program issues  Aging facilities Deferred maintenance Technology poor  Extraordinary price increases for journals and other library media  Lack of space for increased research and instruction  Need for additional student housing  Manoa administrative structure

28. 28 Budget planning Fiscal Biennium 2005-2007

29. 29 Funding compact with Legislature  Autonomy in programming  Legislative funding to be based upon broad performance factors such as: enrollment state GF revenues excise tax revenues students graduated etc.

30. 30 Manoa General fund appropriation Actual FY2003, FY2004 and projected FY05-09 based on current 6 yr growth pattern In millions of $s

31. 31 Manoa General fund appropriation Projected GF appropriation at current growth rates compared to growth based on state GF revenue change In millions of $s

32. 32 Internal allocation principles  Internal budget allocations based upon campus performance measures: Enrollment Contracts and grants Quality and effectiveness of programs Capacity of operating units

33. 33 Budget objectives I. Invest in the institution’s human capital II. Respond to the increase in enrollment demand III. Increase investment in research infrastructure IV. Fund program initiatives based on strategic plan V. Reduce deferred maintenance

34. 34 I. Invest in human capital  Remain competitive  Attract and retain top faculty  Research funding will increase  Quality of teaching will improve  University will continue to be a powerful economic engine for the state

35. 35 AAUP faculty salaries for doctoral institutions UHM AAUP 80 th Percentile Assistant $52,200$60,597 Associate $60,600$72,190 Full $80,500$103,266 UHM is BELOW the 20 th percentile of Doctoral granting institutions nationwide

36. 36 II. Respond to the increasing enrollment  Assures an educated state population able to respond effectively to social and economic needs  Assure for more consistent funding of enrollment increases

37. 37 III. Increase investment in research infrastructure  Provide state support consistent with other research universities  Investment in research infrastructure will boost indirect rate  Critical areas: library, fiscal/administrative support, plant and equipment, laboratories  Better infrastructure will improve the quality and competitiveness of research

38. 38 IV. Fund program changes based on strategic plan  Improve the undergraduate experience  Create a Hawaiian place of learning  Improve and expand graduate education  Distance education  Research

39. 39 Program changes under consideration  Student Information system  Advising, mentoring, counseling  Enrollment management  Increase retention  Co-curricular activities  Program assessment  Information and computer sciences

40. 40 Program changes under consideration  Teaching, nursing, social work  Hawaiian language, culture, and education  Global environmental sciences  Marine biology  Global public health  Other

41. 41 V. Reduce deferred maintenance  Repairs and modernization needed for classrooms, laboratories, dormitories, mechanical systems  $87 million in campus deferred maintenance  Another $40 million for student housing

42. 42 Internal funding structure  State general funds will finance: Recurring salary requirements for the minimal level of instruction, related academic and institutional support and the minimal level of student life programs as enrollment changes An increased level of recoverable indirect support of research Direct and indirect costs of programs necessary to address specific state needs

43. 43 Internal funding structure  RTRF will: Support research infrastructure Finance investments in new research Encourage an increased level of recoverable indirect support of sponsored research and training

44. 44 Internal funding structure  Tuition and fees will finance: Non salary costs of instruction, academic support and institutional support Non salary as well as salary costs of student life programs beyond the minimal level funded with general funds