INSTITUTIONAL PRIORITIES COMMITTEE FY16 Activity Report and FY17

INSTITUTIONAL PRIORITIES COMMITTEE FY16 Activity Report and FY17 Budget Recommendations Campus Forum February 23, 2016 1 IPC COMPOSITION 1 Student: Michael Eberhard, Graduate Student Serena Welch, Undergraduate Student 4 Faculty: Lydia Fox, (Chair), Earth & Environmental Sciences Kieran Holland, Physics Courtney Lehmann, English Craig Vierra, Biological Sciences 3 Administrative/Professional Staff: Tory Brouillard-Bruce, Executive Director, Housing & Greek Life Becky Davis, Business Manager, ESB Cathy Wooton, AVP, Development President (non-voting): Pamela Eibeck 2 Deans, 1 Associate Dean: Richard Fredekind, Associate Dean, Dugoni Steven Howell, Dean, SOECS Jay Mootz, Dean, McGeorge School of Law Presidents Cabinet: Burnie Atterbury, VP, Development Patrick Day, VP, Student Life Mary Lou Lackey, VP & Secretary to the Board of Regents Ken Mullen, VP, Business & Finance (Vice Chair) Maria Pallavicini, Provost Arthur Sprecher, VP & CIO, Technology Staff to Committee: Linda Buckley, AVP, Planning & Research Ron Ellison, AVP, Business & Finance Karen Miller, Recorder Jonallie Parra, University Budget Director J. Michael Thompson, Vice Provost, Enrollment 2

CHARGE OF IPC 1. Integrate the strategic planning and budgeting process by: a) recommending guidelines for the budgeting process b) ensuring that budgetary investments and allocations align to institutional priorities. 2. Establish the institutional strategic budgeting context by: a) recommending strategies to achieve planning priorities b) formalizing assumptions c) reviewing and making recommendations regarding drafts of the annual budget d) evaluating and improving the ongoing budget processes as appropriate. 3. Review proposals and make recommendations for use of Strategic Investment Fund 3 CURRENT SIF APPROVED PROGRAMS AND INITIATIVES ACADEMIC PROGRAMS Audiology Food Studies Music Industry Music Therapy Data Analytics Physician Assistant MBA - Sacramento MPA MPP McGeorge Action Plan FY16 ACTUAL ENROLLMENT 23 14 10 9 16 0 6 0 0 FY17 PROJECTED ENROLLMENT 45

25 17 18 40 30 18 20 15 4 CURRENT SIF APPROVED PROGRAMS AND INITIATIVES CAPACITY INITIATIVE McGeorge Marketing Campaign Technology Infrastructure (Phase 1) CTL/Distributed Learning Student Success Sacramento Campus Marketing Cost of Sacramento Campus Graduate Enrollment & Recruiting STOCKTON CAMPUS IMPACTED SACRAMENTO SAN FRANCISCO

5 NEW SIF APPROVED PROGRAMS AND INITIATIVES ACADEMIC PROGRAMS Analytics - Sacramento Accounting & Finance Enhancements CAPACITY INITIATIVE Marketing & External Relations Campaign Career Resource Center STOCKTON FIRST PROJECTED ENROLLMENT FY17: 20 FY18: 15 CAMPUSES IMPACTED SACRAMENTO SAN FRANCISCO 6 FY 17 IPC Preliminary Budget

Recommendations 7 PROJECTED ENROLLMENTS UG, GRAD, PHARM D New Students Freshmen Transfers Continuing Students & Readmits* All Undergraduates SIF Funded Programs Graduate Professional (Pharm D) TOTAL UG, GRAD, PHARM D TOTAL DUGONI McGEORGE JD/LLM/MSL SIF Funded Programs TOTAL McGEORGE TOTAL UNIVERSITY Preliminary Actual Assumption Actual Actual Actual Actual Actual FY 2011 FY 2012 FY 2013 FY 2014 FY 2015

FY 2016 FY 2017 1010 271 2,455 3,736 927 222 2,715 3,864 852 259 2,740 3,851 958 178 2,717 3,853 924 218 2,647 3,789 742 640 5,118 534 705 640 5,209 535 778 645 5,274 524 727 631 5,211

537 754 622 5,165 532 935 178 2,593 3,706 78 797 635 5,216 537 890 225 2,519 3,634 213 819 630 5,296 547 1065 966 854 673 607 532 1,065 966 854 673

607 532 558 35 593 6,717 6,710 6,652 6,421 6,304 6,285 6,436 *excludes students in the clinical phase of the Dental Hygiene program 8 BOARD APPROVED TUITION RATES UG, Grad, Pharm D UG/Grad Tuition Mandatory Fees Total UG/Grad Tuition and Fees Combined Room & Board Combined UG/Grad Tuition, Fees, Room & Board Pharm D Tuition (3 semesters) Dugoni DDS/IDS, Orthodontics Tuition McGeorge JD Tuition (full-time) FY 2015 $40,822 $520 $41,342 FY 2016

$42,414 $520 $42,934 FY 2017 $44,069 $520 $44,589 $ Amount % Increase $1,654 3.9% $0 0.0% $1,654 3.9% $12,552 $12,828 $12,828 $0 0.0% $53,894 $55,762 $57,417 $1,654 3.0% $65,721 FY 2015 $98,105 FY 2015 $46,462 $68,283 FY 2016 $101,050 FY 2016

$48,274 $70,947 FY 2017 $104,585 FY 2017 $49,720 $2,664 3.9% $ Amount % Increase $3,535 3.5% $ Amount % Increase $1,446 3.0% 9 UG TUITION & MANDATORY FEE COMPARISON "California 8" Pepperdine University Chapman University Santa Clara University University of Redlands Cal 8 Average University of San Diego (CA) PACIFIC St. Mary's College of CA Univ. of San Francisco Loyola Marymount Pacific Difference from Avg. (under) Pacific Difference from Lowest (under) FY15 $46,692 $45,094 $43,812 $43,186 $43,237 $42,908 $41,342 $41,380 $41,450 $41,373 FY16

$48,342 $46,884 $45,300 $44,900 $44,768 $44,586 $42,934 $42,930 $42,634 $42,569 ($1,895) ($31) ($1,834) $365 % inc over FY15 3.5% 4.0% 3.4% 4.0% 3.5% 3.9% 3.9% 3.7% 2.9% 2.9% 10 RECOMMENDATIONS FOR FY 2017 Incremental Sources: Net Tuition Revenue Existing Programs SIF Programs Other Revenue Generated by New Programs Other Revenue Gifts for Robb Garden Reduce use of Designated Funds/Reserves Dugoni Admin Fee Total Incremental Sources UG, Grad, PHS ($000's)

Dugoni ($000's) McGeorge Consolidated ($000's) ($000's) $3,697 3,078 756 $2,115 $947 (255) 2 (675) (467) $1,185 $482 150 83 $7,764 $6,759 3,078 756 (253) 150 (1,142) 83 $9,431 11 RECOMMENDATIONS FOR FY 2017 Incremental Uses: Salary Annualization, Promotion & Tenure, Other

Benefits Escalation 1% Surplus Contingency New Program Expenses School of Education Endowment Reinstatement Non-Tenure Track Faculty Benefits Pharmacy Practice Experience Robb Garden Expenses Library Materials Technology Faculty & StaffEquity (.5% equity pool) Faculty & StaffMerit Other Operating Adjustments Administrative Operations (2% reduction) Academic Operations (1% reduction) Debt Service Savings Total Incremental Uses UG, Grad, PHS ($000's) $718 677 1,400 3,834 100 149 100 150 100 102 543 956 (556) (62) (447) $7,764 Dugoni ($000's) 1,125 60 $1,185 McGeorge Consolidated ($000's)

($000's) $718 677 1,400 3,834 100 149 100 150 100 102 543 184 2,265 289 349 (556) (62) (447) $473 $9,422 12 RECOMMENDATIONS FOR FY 2017 SUMMARY: Total Incremental Sources Total Incremental Uses Net of Incremental Sources and All Proposed Uses UG, Grad, PHS ($000's) $7,764 $7,764 $0 Dugoni ($000's) $1,185 $1,185 $0 McGeorge Consolidated ($000's) ($000's)

$482 $9,431 $473 $9,422 $9 $9 13 MERIT POOL RANGES EXAMPLE Effective merit increase percentage: $50k salary 1.20% $75k salary 1.04% $150k salary 0.72% Actual merit award allocation to be determined by manager, based on employee performance. This display excludes merit for Dugoni (3%), McGeorge and Sacramento central units (2%). 14 TIMELINES QUESTIONS/COMMENTS? Feb 23 Campus Forum: 3pm-5pm Feedback to IPC ([email protected]) Mar 8 IPC finalizes recommendations to President TBD Presidents recommendation previewed by Board of Regents Finance and Facilities Committee TBD Presidents recommendations to the Board of Regents for approval More information on SIF-Approved programs can be found at: http://www.pacific.edu/About-Pacific/AdministrationOffices/Office-of-thePresident/Strategic-Planning/Approved-Strategic-Investment-Fund-proposals-.html 15