OC Gods Tool for Changing the World

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OC Gods Tool for Changing the World
Management Briefing, 10/09/2002
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The Second Mile
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2002 UNITED WAY

• American Heart Association
• American Red Cross
• Areawide Aging Agency
• Arthritis Foundation
• Big Brothers Big Sisters of Greater OKC
• Boy Scouts of America, Last Frontier Council
• Camp Fire USA, Heart of Oklahoma Council
• Citizens Caring for Children
• Consumer Credit Counseling Service
• CONTACT Crisis Helpline

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2002 UNITED WAY (cont.)

• EARC (Employment Residential Centers)
• Girl Scouts Redlands Council
• Hospice of Oklahoma County
• John W. Keys Speech and Hearing Center
• Latino Community Development Agency
• Oklahoma Medical Research Foundation
• Positive Tomorrows
• RSVP of Central Oklahoma
• Special Care
• YMCA of Greater OKC
• Youth Cornerstone

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GENERAL CAMPUS ISSUES

• Faculty/Staff Appreciation Dinner 2/20/03
• Service Pins/Employee of the Year on calendar
  year basis
• Staff Advisory Council through December
• Directory OnLine Nov. 1st
• Quick Reference Guide - MyServices

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FALL 2002 ENROLLMENT

• Oklahoma City 2000 2001 2002
• Fall Headcount 1808 1811 1760
• Undergraduate 1735 1714 1641
• FTC 465 451 426
• READ 33 24 31
• TRAN 110 90 71
• PACE 80 44 -
• RETURNEES 992 1057 1075
• Trad. Undergraduate 1613 1633 1603
• Graduate 73 97 119
• MA 44 34 34
• MBA 29 63 85
• Trad UnGrad Grad 1686 1730 1722
• Cascade Headcount 321 330 341

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FALL 2002 ENROLLMENT (cont.)
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INFORMATION COMMONS myOC

• Centralized Campus Calendar (v1)
• On-line submission of events to calendar admin
• Campus Announcements (Robin Beam and others)
• Campus-wide participation is key.
• OC News and Information (Campus Community)
• Web-based information services
• Global e-mail policy
• use for official OC business with senior manager
  approval (lt 75 is ok)
• Pre-defined lists and listserv options for
  subgroups

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FINANCIAL AND STRATEGIC GOALS OVERVIEW 2002-2003
DEVELOPMENTS

• Positives
• Strong MBA Enrollment
• Projected 100,000/300,000 trimester/annual
  benefit
• Comprehensive Refinancing
• 20 year amortization, 3 year term
• Favorable Interest Rates(currently 2-3 under
  budget)

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2002-2003 DEVELOPMENTS (cont)

• Challenges
• Housing down 38
• Projected revenue shortfall to budget(net of
  board costs) 110,000 annual
• Undergraduate enrollment
• Projected revenue shortfall to budget
  110,000/200,000 semester/annual

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2002-2003 DEVELOPMENTS (cont.)

• Challenges(continued)
• Sharply declining stock market
• impact on endowment and collateral
• decline mitigated by investment in bonds
• Discount Rate, in a competitive enrollment
  environment
• 39 budgeted, current projection at 40-41
• 390,000, if actual rate develops to 41

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FINANCIAL OPPORTUNITIES

• Improvement in discount rate Fall to Spring
• Strong Spring retention
• Expense monitoring and control favorable
  experience(mother nature, etc).
• Goal for fundraising of 2.5 million, compared to
  1.5 million budgeted
• Improvement in investment markets/opportunity for
  debt reduction/additional low rates
• Improvement in MBA over projections
• 825,000 in 2002 vs. 750,000 projected 2003

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WHAT WEVE FOCUSED ON

• Refinancing of debt
• Earlier completion of audit
• Revision to budget process/acceleration of budget
  timeline/budget involvement of SVC

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2002-2003 ONE YEAR GOALS
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HOW FINANCIAL GOALS SUPPORT BROADER INSTITUTIONAL
STRATEGIC GOALS

• Maximize value of available resources
• Simplify and reduce overhead/time requirements of
  maintaining existing structure(legal, debt)
• Work to identify funding for housing initiatives
• Provide funding for
• Investment in academic programs and capital needs
• Investment in development
• Investment in recruitment and PR

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