2007-2008 Budget Summary Book, University of British Columbia

THE UNIVERSITY OF BRITISH COLUMBIA

2007-2008 BUDGET SUMMARY BOOK

July 26, 2007

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

TABLE OF CONTENTS

Message from the President

Executive Summary Overview...... 1 Budget Context ...... 1 Budget in Brief ...... 3

Strategic Direction Vision ...... 5 Mission...... 5 Trek 2010...... 5 Key Measures Reporting ...... 6

Budget Context and Key Financial Issues Provincial Government Funding ...... 16 Federal Government Indirect Costs of Research ...... 18 Research Awards ...... 18 Tuition ...... 19 Enrolment ...... 20 Fundraising ...... 20 Operating Expenditures...... 21

2007/2008 Consolidated Budget Basis of Presentation...... 22 Consolidated Budget ...... 23 Revenue Details ...... 25 Expense Details...... 27 Operating Budget by VP Portfolio...... 29 Fund Basis of Reporting ...... 30

Capital Projects Major Capital Project Summary...... 32

Detailed Budgets President’s Office...... 37 Vice President Academic & Provost ...... 41 Vice President Administration & Finance ...... 78 Vice President External & Legal Affairs...... 89 Vice President Research ...... 101 Vice President Students ...... 112 Deputy Vice Chancellor UBCO...... 124 Ancillaries ...... 144 Related Organizations ...... 162 Centrally Managed...... 171

Appendix...... 173

Prepared by: UBC Financial Reporting and Budgeting

Contacts: Janis Kennedy, Senior Budget Analyst, Budget Office Trang Nguyen, Senior Budget Analyst, Budget Office

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Message from the President

“The University of British Columbia, aspiring to be one of the world’s best universities, will prepare students to become exceptional global citizens, promote the values of a civil and sustainable society, and conduct outstanding research to serve the people of British Columbia, Canada, and the world.”

Dear Colleagues,

UBC has achieved remarkable growth in the last five years. The operating budget has increased by 50%, the Okanagan campus has been established, world class researchers have been attracted to work in our new research centres, new student residences and a doubling of scholarships and bursaries have enhanced student life. And our ambition is not slaked. I am committed to the goals of Trek 2010 and I look forward to working with the entire community to take the steps that will implement this vision.

Preparing the 2007/08 budget presented a number of challenges particularly with respect to the operating budget for the Vancouver campus where a significant budget deficit loomed. The UBC Okanagan operating budget also required hard work to balance. The Executive and I consulted widely over the appropriate response to this deficit and the community responded creatively and supportively. A number of targeted revenue increases and cost reductions were suggested, and are included in the budget, and there was a broad consensus that the remaining deficit should be addressed by across the board one-time measures. This difficult decision was made on the explicit understanding that throughout 2007 the University would work to develop a mid-level academic plan that would enable the development of a sustainable multi-year budget for 2008/09 and subsequent years. This process is under way.

I would like to thank the community for its tremendous support during the budget process - it is a true testament to the commitment that the faculty and staff have for UBC. I am pleased to submit a balanced budget for 2007/08 to the Board of Governors for their approval.

Stephen J. Toope President

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Preface Financial Reporting and Budgeting prepared this information for review by the Board of Governors on the consolidated budget of operations for the University’s fiscal year ending March 31, 2008.

This book summarizes the University of British Columbia’s consolidated budget for 2007/08. The main elements of the document include an overview of the University’s fundamental goals and strategies, operating and planning context for the fiscal year ahead, and a high-level capital summary.

Executive Summary

Overview Established in 1908, the University of British Columbia consistently ranks among the forty best universities worldwide. With campuses located on the edge of the Pacific Ocean and the thriving interior city of Kelowna, UBC is a destination of choice for top students, educators and researchers.

UBC is one of the largest employers in British Columbia and contributes more than $4 billion in economic impact in the Province and $300 million in the Okanagan region.

Teaching and research at UBC Vancouver (UBCV) are conducted in twelve faculties and eleven schools, with each offering a broad range of programs of study. Current enrollment at UBCV is approximately 43,600 full and part-time domestic students and 5,600 international students, while faculty and staff number over 19,000 at the Vancouver and Okanagan campus.

UBC Okanagan (UBCO) opened in September 2005, as a distinctive, small university campus. The Okanagan campus hosts seven faculties and schools, and current domestic enrolment is approximately 4,100 full and part-time students. With a goal of enrolling 7,500 domestic students by 2010, UBCO is growing to serve the needs of its region, increasing access to the internationally recognized UBC degree.

As a public institution, the University relies on financial support from government, supplemented by tuition and endowed funds, to provide students with a quality education equal to that of the best public universities in the world.

Budget Context The 2007/08 consolidated budget reflects UBC’s mission “to provide its students, faculty, and staff with the best possible resources and conditions for learning and research” while continuing to work within the government funding provided. Revenues from all sources are expected to increase by 10.8%, including a 9.2% increase in the General Purpose Operating Fund. However expenses continue to rise, driven primarily by the expansion of UBCO, targeted programs at the Vancouver campus, and the salary settlements reached in 2006.

The University has very limited flexibility with respect to its revenue sources for its core academic operations. The current provincial funding model was modified as a result of a funding review conducted by the Province during 2005/06 and 2006/07. The University is now given an outline of the provincial funding over three years, which facilitates planning and budgeting. However, there is no provincial funding for non-salary inflationary costs and tuition increases are capped at the rate of inflation, which does not cover these costs.

Executive Summary Page 1 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC has continued to work with the new federal government to ensure research funding continues to be a top priority. The fundraising target established in the strategic plan, Trek 2010: A Global Journey, is an annual amount starting at $100 million for the Vancouver campus, and it is expected that UBC Okanagan will raise $60 million over five years. These targets will allow UBC to realize many of the goals in its strategic plan.

For UBC, the main focus for the 2007/08 budget development has been related to the UBCV operating budget. At the beginning of the 2007/08 budget cycle a shortfall of $28 million was projected. Subsequently, in December 2006, the University reached an arbitrated settlement, as a result of an agreement launched by the Association of Administrative and Professional Staff (AAPS) that generated a $3 million retroactive expense for the General Purpose Operating (GPO) budget, plus a further $3 million in recurring expenses. In addition, projected revenue from royalty income was revised downward by $2 million. These items updated the projected 2007/08 budget shortfall to $36 million.

A consultation process commenced in order to solicit ideas and feedback from the campus community so that a forward-looking solution could be found to fund the anticipated 2007/08 budget shortfall. As a result of the consultation process, more than 250 ideas were generated and then assessed in relation to their feasibility and desirability.

The following framework was established for assessing the different budget options1:

Permanent changes should be made in the context of a robust academic plan; For 2007/08 cost reductions should be focused on one-time savings; Flexibility to implement future restructuring guided by the academic plan should be maintained; Care should be exercised to ensure that cost savings measures do not damage potential revenue generation.

During this process, a hiring chill was deployed while feedback from the campus community was obtained on the proposed budget options. The budget resolution for 2007/08 reflects a blend of specific targeted cost savings as well as areas for additional revenues, and reflects a blend of both one-time and recurring savings. The use of one-time funds to meet this reduction is based upon a social contract whereby each unit is to present a budget plan to their Vice President that demonstrates that the unit will maintain flexibility to enable significant restructuring in 2008/09. All GPO hiring will continue to be “chilled” until these plans are submitted and approved.

Going forward, the budget process will be examined for the 2008/09 budget cycle in order to link it directly to the academic plan. The review process is currently underway.

1 Source: UBC President Office website: www.president.ubc.ca/budget Executive Summary Page 2 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Budget in Brief The 2007/08 GPO budget is balanced. The major factors and assumptions included in the 2007/08 budget are as follows:

Federal research council funding is expected to be $175 million; The provincial government operating grant for the two campuses totals $472.1 million; The provincial government has announced funds for graduate students; 625 spaces per year for four years, for a total of 2,500 allocated through a competitive process to the province’s four research intensive universities. However, at the time of finalizing the 2007/08 budget the details are not known, so this has not been reflected in the budget beyond the $2 million revenue included as part of the budget options noted below; UBC is funded for a total of 39,000 FTEs, a 1,013 increase over the prior year; Federal government grant for indirect cost of research is budgeted for UBC sites at an estimated $18.4 million. We do anticipate a further addition. However, as of the time of finalizing the budget, the amounts are not yet known; Endowment investment income is expected to be 7.5%; Ancillary operations’ revenues on average are expected to grow by 5.3%; For 2007/08, tuition fees represent a 2% increase over the previous year.

University GPO Fund:

1. UBCV UBCV has a balanced budget as a result of a number of measures taken. There are twelve specific targeted revenue or cost reductions and a one-time expense budget cut of $20 million that has been included in the 2007/08 budget. The $20 million has been allocated pro rata across all GPO funds, except for those units that have already taken a targeted cut and certain costs, such as utilities, that are driven by external factors. Further, there has been a commitment that the Executive will meet their cut in part through a 10% reduction of discretionary expenses in their respective offices.1

The twelve specific targeted revenue or cost reductions are listed below:

Additional $0.8 million in revenue from increasing domestic undergraduate application fees from $60 to $100; a proposal will be put before the Ministry of Advanced Education regarding this change; Additional $1 million in revenue from imposing carrying charges on lines of credit for capital projects over $1.5 million during the construction phase; Additional $1.2 million in revenue from increasing the administrative overhead fee from 2% to 3% on ancillary operations, such as the bookstore, housing, food services and parking; Additional $0.7 million in revenue from charging a 2% administrative overhead fee on activities within the Fee for Service Fund; Additional $2 million from new graduate funding that will be put toward the PhD tuition waiver for new students;

1 Source: UBC President Office website: www.president.ubc.ca/budget Executive Summary Page 3 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Reduced expenditures of $2 million in the Academic Equipment Fund; this fund is managed by the VP Academic and is allocated to Faculties to assist with their equipment purchase and replacement priorities; Expenditure savings of $0.65 million from the International Student Initiative Reserve; Reduced expenditures of $2 million from the Financial Award Reserves; this reserve has grown as a result of the Province raising the loan limits for student aid and will not put Policy 72 at risk; Expenditure savings of $1.5 million from the Research Start Up Fund; Reduced expenditures of $2.5 million from the savings on credit card fees; options are being explored to mitigate the fees charged or looking at other alternative payment options; Reduced expenditures of $1.5 million system maintenance & operating costs on new space; Reduced expenditures of $0.1 million from discontinuing membership in U21 and the associated central travel costs.

The total effect of these budget options for fiscal 2007/08 is additional revenue or cost savings totaling $35.9 million. All of these measures are anticipated to result in a balanced GPO budget for 2007/08.

2. UBCO At the Okanagan campus a balanced budget has been achieved. The campus continues to be challenged by the need to hire faculty to develop programs before the launch of those new programs. New programs in engineering and business are being developed and significant hiring is occurring in order to support this. The UBCO budget will increase as a result of operating grant and tuition increases for the 912 new student FTEs. An inclusive budget process was led at UBCO which included prioritizing needs with the Deans and Senate Budget Committee. Budget priority was given to stabilizing funding for support operations, hiring new faculty and staff for new program areas, and recruiting new students. To ensure that student enrolment targets are met, a significant investment in student recruitment is planned. Campus development continues to be a focus. There are two new academic buildings that will be constructed in 2007/08 and one new student residence. In addition, campus development such as road realignments and campus rezoning is a focus to ensure that the long-term vision for the campus can be achieved.

2006/07 Year-End: The University received some unexpected, but very welcome, positive financial news after finalizing the 2007/08 budget. Through a combination of additional one-time government funding for salary settlements and indirect costs of research, increased investment income, and lower energy and building maintenance costs, UBC has identified some undesignated GPO funds from the 2006/07 year end.

This one-time money does not solve the University’s recurring financial problems. However, it will allow UBC to eliminate the $10.9 million carry-forward shortfall from 2006/07. It has been recommended to the Board of Governors that $12 million be placed into a fund to be called the University Investment Fund. This fund will be mandated to help implement the decisions that will evolve from the work of the Steering Committee on the Academic Planning Process (SCAPP). SCAPP has been asked to consult with the community, and then recommend a process for the allocation of the fund that will include principles, guidelines and timeframes. This University Investment fund will allow us greater flexibility during the transition to a new budget model for UBC.

Executive Summary Page 4

STRATEGIC DIRECTION

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Strategic Direction

UBC Vision The University of British Columbia, aspiring to be one of the world’s best universities, will prepare students to become exceptional global citizens, promote the values of a civil and sustainable society, and conduct outstanding research to serve the people of British Columbia, Canada, and the world.

UBC Mission The University of British Columbia will provide its students, faculty, and staff with the best possible resources and conditions for learning and research, and create a working environment dedicated to excellence, equity, and mutual respect. It will cooperate with government, business, industry, and the professions, as well as with other educational institutions and the general community, to discover, disseminate, and apply new knowledge, prepare its students for fulfilling careers, and improve the quality of life through leading-edge research.

The graduates of UBC will have developed strong analytical, problem-solving and critical thinking abilities; they will have excellent research and communication skills; they will be knowledgeable, flexible, and innovative. As responsible members of society, the graduates of UBC will value diversity, work with and for their communities, and be agents for positive change. They will acknowledge their obligations as global citizens, and strive to secure a sustainable and equitable future for all.

Trek 2010 Strategic direction for the University is articulated in Trek 2010: A Global Journey - the goals that UBC has set for itself and the strategies it plans to achieve success. The five pillars of UBC's Trek 2010 vision define the organization priorities for the university's goals and strategies that will be pursued: People, Learning, Research, Community, Internationalization. The following table outlines the Trek 2010 goals.

Pillar Goal

People Provide the best possible environment for all members of the campus community. Ensure that UBC is accessible. Intensify efforts to recruit, retain, and develop the best people. Develop strategies for the recruitment and retention of Aboriginal students. Review rewards and incentives for faculty and staff. Learning Foster a sense of social awareness and global responsibility. Ensure that all academic programs meet the highest standards of excellence. Review the methods by which instruction is delivered, including scheduling of courses and the structure of undergraduate programs. Support innovations and improvements in teaching. Research Support the development of outstanding research in all disciplines. Review recruitment and retention of graduate students, postdoctoral fellows, and research associates. Increase research funding. Encourage local, national, and international research partnerships and exchanges, Facilitate and increase knowledge transfer for the benefit of the society.

Strategic Direction Page 5 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Pillar Goal

Community Develop more opportunities for community involvement and collaboration. Encourage greater connection between UBC and the external community. Expand UBC’s engagement with Aboriginal communities, especially in British Columbia Expand UBC’s engagement with its alumni. Internationalization Strengthen global awareness through degree programs, public lectures, and conferences. Increase international learning opportunities. Enhance UBC’s reputation internationally.

Strategic Reporting In the past, the University has reported its strategic efforts through an Annual Trek Report Card, as well as through other forms of benchmarking and survey results. A consultation process is currently underway to review and assess the overall strategic planning process and accompanying reporting.

Key Measures Reporting The University has selected a set of key measures to help define and evaluate progress toward its organizational goals. The Key Measures Summary includes areas of strategic focus such as FTEs for faculty, staff, and students (domestic graduates and undergraduates), financial goals, fundraising, and endowment and land development objectives. Key measures are presented in the following pages.

Strategic Direction Page 6 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Key Measure #1: UBCV Students, Faculty & Staff1

FTE Ratio 20

- 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

Actual Student per Faculty (Operational Support) Forecast Student per Faculty (Operational Support) Actual Student per Faculty (Total) Forecast Student per Faculty (Total) Actual Staff per Faculty (Operational Support) Forecast Staff per Faculty (Operational Support) Actual Staff per Faculty (Total) Forecast Staff per Faculty (Total)

Actual Forecast 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Student per Faculty (Operational 2 15.9 16.7 16.8 16.4 16.0 15.6 15.5 15.4 15.3 15.2 Support) Student per Faculty (Total UBCV)3 11.3 11.7 11.4 10.8 10.2 9.9 9.8 9.7 9.7 9.6 Staff per Faculty (Operational 2 1.2 1.3 1.3 1.3 1.3 1.3 1.2 1.3 1.3 1.3 Support) Staff per Faculty (Total UBCV) 3 2.3 2.3 2.3 2.3 2.2 2.3 2.3 2.3 2.4 2.4 FTE Faculty (Operational Support) 2 1,971 1,988 2,039 2,127 2,203 2,279 2,311 2,307 2,304 2,300 FTE Faculty (Total UBCV) 3 2,776 2,840 3,008 3,232 3,437 3,586 3,662 3,656 3,650 3,645 FTE Staff (Operational Support) 2 2,392 2,533 2,686 2,812 2,862 2,891 2,888 2,922 2,956 2,990 FTE Staff (Total UBCV) 3 6,280 6,644 7,064 7,420 7,673 8,164 8,419 8,518 8,617 8,716 FTE Student (Domestic) 31,245 33,213 34,162 34,950 35,167 35,608 35,745 35,497 35,248 35,000

This is a management tool used to measure the student per faculty ratio and staff per faculty ratio. For 2010, the University’s Vancouver campus is striving towards a target ratio of 15.2 : 1 students per faculty and 1.3 : 1 staff per faculty (operational support).

1 Figures represent fiscal year 2 Includes only GPO and Endowment funds 3 Includes all funds Strategic Direction Page 7 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Key Measure #2: UBCO Students, Faculty & Staff1

Student FTE Faculty & Staff FTE 8,000 800

7,000 700

6,000 600

5,000 500

4,000 400

3,000 300

2,000 200

1,000 100

- - 2006 2007 2008 2009 2010

Actual FTE Student Forecast FTE Student

Actual FTE Faculty (Operational Support) Forecast FTE Faculty (Operational Support)

Actual FTE Staff (Operational Support) Forecast FTE Staff (Operational Support)

Actual Forecast 2006 2007 2008 2009 2010 Student per Faculty (Operational Support) 2 15.1 13.5 15.9 17.8 19.2 Student per Faculty (Total UBCO) 3 14.8 13.0 15.6 17.6 19.2 Staff per Faculty (Operational Support) 2 0.9 1.0 1.0 1.0 1.0 Staff per Faculty (Total UBCO) 3 1.0 1.1 1.1 1.0 1.0 FTE Faculty (Operational Support) 2 183 259 303 346 390 FTE Faculty (Total UBCO) 3 187 269 309 350 390 FTE Staff (Operational Support) 2 164 254 299 345 390 FTE Staff (Total UBCO) 3 192 304 333 361 390 FTE Student (Domestic) 2,759 3,489 4,826 6,163 7,500

Faculty and staff at the UBC Okanagan campus is forecasted to increase to 390 FTEs each, more than double its current level, to support the commitment of 7,500 student FTEs by 2010.

1 Figures represent fiscal year 2 Includes only GPO and Endowment funds 3 Includes all funds Strategic Direction Page 8 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Key Measure #3: UBCV Undergraduate FTE to Graduate FTE1

Undergrad / Grad Ratio

6.0

5.5

5.0

4.5

4.0

3.5 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

Actual Undergrad / Grad Ratio Forecast Undergrad / Grad Ratio

Actual Forecast 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Undergrad FTE to Grad FTE Ratio 5.3 5.5 5.4 5.2 4.8 4.6 4.5 4.3 4.2 4.0 Undergrad FTE (Domestic) 26,308 28,122 28,815 29,270 29,087 29,239 28,820 28,547 28,273 28,000 Grad FTE (Domestic) 4,937 5,091 5,347 5,680 6,080 6,369 6,411 6,607 6,804 7,000

This measure depicts the University’s growing emphasis on attracting graduate students as part of its strategic agenda. The target undergraduate to graduate ratio is 4 : 1 at UBCV by 2010.

1 Figures represent fiscal year Strategic Direction Page 9 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Key Measure #4: UBCO Undergraduate FTE to Graduate FTE1

Undergrad / Grad Ratio

150.0

130.0

110.0

90.0

70.0

50.0

30.0

10.0 2006 2007 2008 2009 2010

Actual Undergrad / Grad Ratio Forecast Undergrad / Grad Ratio

Actual Forecast 2006 2007 2008 2009 2010 Undergrad FTE to Grad FTE Ratio 144.2 41.8 20.6 16.0 14.0 Undergrad FTE (Domestic) 2,740 3,222 4,481 5,741 7,000 Grad FTE (Domestic) 19 77 218 359 500

In UBCO, this measure highlights the University’s objective of increasing graduate student enrolment to 500 FTEs by 2010. This will result in an undergraduate to graduate ratio of 14 : 1 at UBCO.

1 Figures represent fiscal year Strategic Direction Page 10 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Key Measure #5: UBCV Sources of Funding1

Percentage 100%

90%

80%

70%

60%

50%

40%

30%

20%

10%

0% 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

Grant % Targeted Funding Level Grant % Actual Funding Level

Grant % Forecasted Funding Level Tuition % Targeted Funding Level

Tuition % Actual Funding Level Tuition % Forecasted Funding Level

Actual Forecast 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Grant % Targeted 70-75% 70-75% 70-75% 70-75% 70-75% 70-75% 70-75% 70-75% 70-75% 70-75% Funding Level Grant % Actual / 82.0% 83.1% 78.7% 73.3% 69.7% 70.3% 71.1% 71.5% 71.9% 72.3% Forecasted Level Provincial Government Grants 299,097 333,106 340,287 352,454 350,642 385,852 397,295 430,157 452,552 475,525 ($000s) Tuition % Targeted 25-30% 25-30% 25-30% 25-30% 25-30% 25-30% 25-30% 25-30% 25-30% 25-30% Funding Level Tuition % Actual / 18.0% 16.9% 21.3% 26.7% 30.3% 29.7% 28.9% 28.5% 28.1% 27.7% Forecasted Level Tuition ($000s) 65,645 67,537 92,262 128,232 152,688 163,246 161,791 171,370 177,014 182,116

The University’s long term budgetary planning for general operating is based upon a funding level goal of 70-75% from provincial government grants and 25-30% from tuition fees.

In January 2002, when the provincial government restored to university Boards of Governors the authority to set tuition fees, the University of British Columbia introduced a three-year strategy to restore tuition to national average tuition levels. Over the next three years, increasing tuition revenues largely attributed to the University’s achievement of these targeted funding levels.

In January 2005, the provincial government, in the Speech from the Throne, indicated that changes in tuition at provincial post-secondary institutions would be limited to increased cost of living.

1 Figures represent fiscal year Strategic Direction Page 11 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Key Measure #6: UBCO Sources of Funding1

Percentage 100%

90%

80%

70%

60%

50%

40%

30%

20%

10%

0% 2006 2007 2008 2009 2010

Grant % Targeted Funding Level Grant % Actual Funding Level

Grant % Forecasted Funding Level Tuition % Targeted Funding Level

Tuition % Actual Funding Level Tuition % Forecasted Funding Level

Actual Forecast 2006 2007 2008 2009 2010 Grant % Targeted Funding Level 70-75% 70-75% 70-75% 70-75% 70-75% Grant % Actual / Forecasted Level 72.1% 73.0% 70.5% 71.2% 70.9% Provincial Government Grants ($000s) 32,099 38,547 46,753 55,959 65,059 Tuition % Targeted Funding Level 25-30% 25-30% 25-30% 25-30% 25-30% Tuition % Actual / Forecasted Level 27.9% 27.0% 29.5% 28.8% 29.1% Tuition ($000s)2 12,437 14,286 19,541 22,685 26,651

Both the forecasted government grant and tuition levels reflect the FTE growth to 7,500 FTE by 2010. The tuition and government grant funding is based upon the planned FTEs funded by government. Any FTE shortfall reduces the tuition revenues compared to grant, bringing the percentage closer to the goal of 25-30% tuition. In addition, the tuition forecasts for the University reflect that changes in tuition at provincial post-secondary institutions are to be limited to increased cost of living as indicated by the provincial government in January 2005.

1 Figures represent fiscal year 2 2006/07 Q3 forecast revised to reflect UBCO enrolment projections Strategic Direction Page 12 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Key Measure #7: UBC Fundraising Activities1

In $000s

160,000

140,000

120,000

100,000

80,000

60,000

40,000

20,000

0 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

Actual Endowment Donations (UBCV) Forecast Endowment Donations (UBCV) Actual Endowment Donations (UBCO) Forecast Endowment Donations (UBCO) Actual Total Fundraising (UBCV) Forecast Total Fundraising (UBCV) Actual Total Fundraising (UBCO) Forecast Total Fundraising (UBCO)

Actual Forecast 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Total Fundraising (UBCV) 45,263 67,850 82,610 88,921 101,791 111,691 100,613 109,000 117,000 135,000 Total Fundraising (UBCO) n/a n/a n/a n/a n/a 6,097 10,411 11,000 13,000 15,000 Endowment Donations 19,418 30,311 22,116 32,732 57,320 34,615 23,971 44,000 47,000 54,000 (UBCV) Endowment Donations n/a n/a n/a n/a n/a 4,646 376 4,000 5,000 6,000 (UBCO)

This measure illustrates the University’s strategic goals in fundraising. The fiscal year 2005/06 results were positive compared to the target of $100 million. The fundraising target for 2006/07 for UBC is $110 million, increasing to $150 million by 2010 which takes into account the additional fundraising goals for the UBCO campus.

1 Figures represent fiscal year Strategic Direction Page 13 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Key Measure #8: UBC Endowment Returns1

Rate of Return

25.00%

20.00%

15.00%

10.00%

5.00%

0.00% 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

-5.00%

-10.00%

-15.00% Actual Endowment Returns (1-year return) Actual Endowment Returns (4-year annualized) Forecast Endowment Returns (4-year annualized)

Actual Forecast 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Endowment Returns 7.8% 4.2% 0.7% 1.6% 3.9% 0.0% 12.4% 7.5% 7.5% 7.5% (4-yr annualized) Endowment Returns -3.8% 4.1% -10.5% 19.0% 5.1% 14.3% 11.7% N/A N/A N/A (1-yr actual return)

For endowments, UBC’s goal is to earn an annualized return of 7.5%. 5% of the return is budgeted for endowment spending and the remaining 2.5% will be used as protection against inflation and for payment of management fees.

1 Figures represent fiscal year Strategic Direction Page 14 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Key Measure #9: UBC Land Development1

In $000s 350,000

300,000

250,000

200,000

150,000

100,000

50,000

- 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

Actual Cumulative TREK Match Endowments Forecast Cumulative TREK Match Endowments Actual Cumulative TREK Loan Forecast Cumulative TREK Loan Actual Cumulative President's Match Forecast Cumulative President's Match Actual Cumulative TREK Endowments Forecast Cumulative TREK Endowments Actual Cumulative Net Land Development Proceeds Forecast Cumulative Net Land Development Proceeds

Actual Forecast 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Cumulative Net Land 3,415 3,415 3,415 35,863 52,469 81,920 147,920 192,948 247,948 285,948 Development Proceeds Cumulative Trek Match - - - - - 14,252 47,252 69,766 97,266 116,266 Endowments Cumulative Trek - - - 16,224 24,527 39,253 72,252 94,766 122,266 141,266 Endowments Cumulative Trek Loan - - - 16,224 24,527 25,000 25,000 25,000 25,000 25,000 Cumulative President’s 3,415 3,415 3,415 3,415 3,415 3,415 3,415 3,415 3,415 3,415 Match

This measure shows the actual and projected proceeds received from land development sales and their allocation, mostly to Trek endowments and loans.

1 Figures represent fiscal year Strategic Direction Page 15

BUDGET CONTEXT AND KEY FINANCIAL ISSUES

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Budget Context and Key Financial Issues

Provincial Government Funding As a publicly funded university, UBC relies on both federal and provincial funding to fulfill its teaching and research mandate. Provincial funding is approved annually, with three-year forecasts to facilitate long-range planning. Funding for operations is based on a base budget, plus funding for new student spaces, and capital projects are based on a more discretionary basis. In addition to operating funding, capital funding is also provided by the provincial government through the Annual Capital Allowance and British Columbia Knowledge Development Fund (BCKDF).

UBC has been actively working with the provincial government to develop a sustainable funding model. The new provincial funding formula for operations is based upon the following components:

New, additional student FTEs will be funded at negotiated levels as part of the provincial growth plan to add 25,000 FTEs by 2009/2010. The provincial government remains committed to this plan which includes operating funds, capital funds, and student financial assistance funding.

In November 2005, the provincial government announced the new Negotiated Framework to guide collective bargaining in the public sector for five years from 2005/2006 through 2009/2010. UBC will be funded for government-approved salary settlements.

Government tuition policy to limit tuition fee increases to the rate of inflation will continue from prior years. Along with other institutions, UBC is encouraged to cover non-salary inflationary costs from new investments as well as operating efficiencies.

UBC is a member of The University President’s Council of British Columbia (TUPC), which represents the interests of the six public universities in British Columbia. Its mandate is to identify issues facing the universities, provide system wide leadership in the development of relevant public policy, and communicate on behalf of the university system. UBC and TUPC have presented a clear voice to government that significant cost pressures exist with the increases in total student spaces promised by the government, as well as inflationary costs.

Prior to 2005/2006, tuition fee increases helped fund the inflationary costs of the University. In the 2005 Throne Speech, government announced that tuition increases would be limited to the rate of inflation, effective September 2005. Since that time, UBC and TUPC have been working with the provincial government to clarify the parameters for changes to tuition in future years to better reflect the rate of inflation facing post secondary institutions. In the meantime, the government has not committed to funding non-salary inflationary costs and has indicated they will continue to limit tuition level increases.

Campus 2020: The recently published Campus 2020 report has provided a clear road map for post secondary education in the Province and UBC looks forward to the implementation of many of the proposed actions, acknowledging that they have considerable funding implications. Of key interest are the suggestions for revised and effective guidelines on tuition fees, increased levels of research funding, and a review of funding models.

Budget Context and Key Financial Issues Page 16 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan: Funding for UBCO also consists of provincial funding and tuition. Provincial funding is based on new students being funded at $10,000 per FTE and approximately 900 new FTE students each year to 2010. By 2010, total student FTE at UBCO is planned to be 7,500. Provincial funding is planned according to this growth plan; UBC anticipates funding as per this agreement.

Funding for capital growth at UBCO is more challenging due to inflation on capital costs and the significant construction necessary over the next four years relative to the amounts to be funded by the Province.

Program-Specific Enrolment Targets1: As part of the government’s New Era promises in 2002/03, specific funding commitments were made to enable the following initiatives. Funding for the targeted increases in student spaces for these programs is included in the provincial operating grant, and is specific to both campuses. For 2007/08, UBC’s overall targeted student spaces totals 6,931 FTE.

1. Medical School Programs In response to minimal growth in the province’s medical school spaces from 1980 to 2001 and the shortage of physicians practicing in the northern regions of the Province, in March 2002, the provincial government announced that the University’s medical school would be expanded to graduate more BC- trained physicians. In a unique collaboration, UBC has been working with the University of Northern British Columbia and the University of Victoria to deliver a distributed learning model that provides medical education in the three geographic regions. UBC’s target for 2007/08 is a total of 904 student FTEs.

As part of this initiative, the provincial government committed $110 million in capital funding for a new Life Sciences Centre at UBC’s Vancouver campus. The 40,000 square meter building opened its doors in September 2004. In addition, funding for these FTE increases was provided.

The Ministry of Health has also provided funding to expand clinical teaching space in the hospitals. Planning is now taking place to expand the medical program to the Okanagan.

2. Double the Opportunity (DTO) DTO was a five-year government initiative to double the number of students graduating each year in Computer Sciences, Computer Engineering, and Electrical Engineering. 2006/07 was the fifth and final year for targeted DTO growth. However, institutions are expected to maintain or increase enrolment in subsequent years. UBC’s target for 2007/08 is a total of 3,453 student FTEs.

The DTO initiative includes a contribution of $46 million for facilities to support students in high-tech programs. Three capital projects have been completed:

Computer Science Building, completed and occupied January 2005. Chemical and Biological Engineering Building, completed and occupied September 2005. Fred Kaiser Building (Computer Engineering and Electrical Engineering), completed and occupied June 2005.

Specific funding was included to fund these additional FTE student spaces.

1 Targeted student spaces for 2007/08 are based upon the April 2007 AVED funding letter. Budget Context and Key Financial Issues Page 17 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

3. Nursing and Allied Health Programs Government has funded 1,607 new nurse-training spaces by 2006/07 and funding return to work programs for nurses to increase the number of available nurses in BC. UBC’s target for 2007/08 is a total of 2,474 student FTEs.

4. On-line Learning UBC receives funding for student spaces in the BC Campus initiative, a collaborative on-line learning program. In 2006/07 this New Era commitment was complete. However, institutions are expected to maintain or increase enrolment in subsequent years. UBC’s target for 2007/08 is a total of one hundred student FTEs.

Federal Government Indirect Costs of Research Funding In addition to specific research awards funded through national granting agencies (see Research Awards section below), UBC receives funding through the federal government’s “Indirect Costs of Research” (ICR) program. Indirect costs of research include necessary investments in research support, infrastructure and commercialization that are not directly attributable to a particular research project.

The ICR program was announced by the federal government in 2003, with an annual allocation of $200 million beginning in the 2004 federal budget. The 2006/07 federal budget includes $260 million total funding for indirect costs of research and updated information regarding the 2007/08 federal budget is not yet available. UBC’s budget reflects ICR funding of $18.4 million. Additional funding is anticipated but the federal budget has not yet been tabled. Funding received by UBC for indirect costs that are associated with Canadian Institute of Health Research awards, is shared with hospitals.

UBC is a member of the Association of Universities and Colleges of Canada (AUCC), a national organization that conducts a very effective representation on behalf of universities. Issues such as the indirect costs of research, the creation of new national programs (such as the Canada Research Chairs), the Canada Foundation for Innovation, and the transformation of the Medical Research Council into the National Institutes of Health Research have all been the result of an intensive advocacy campaign on the part of the leadership of universities. AUCC and UBC will be working with the federal government to ensure the Indirect Costs of Research funding program is continued and expanded in the future.

Research Awards The federal government funds academic research through a number of national granting agencies:

Canada Foundation for Innovation (CFI): The CFI is an independent corporation established in 1997 by the federal government to strengthen Canadian capability for research. It provides funding for capital infrastructure and research equipment.

Canadian Institute of Health Research (CIHR): Established in 1999, CIHR is the major federal agency responsible for funding health research in Canada.

National Research Council (NRC): The NRC is the nation's leading research organization.

Natural Sciences and Engineering Research Council (NSERC): NSERC is the national instrument for making strategic investments in Canada's capability in science and technology.

Social Sciences and Humanities Research Council (SSHRC): SSHRC is Canada's federal funding agency for university-based research and graduate training in the social sciences and humanities. Budget Context and Key Financial Issues Page 18 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Canadian International Development Agency (CIDA): CIDA supports sustainable development activities in order to reduce poverty and to contribute to a more secure, equitable and prosperous world.

Tuition The context of tuition fees with UBC is centered around Policy #72 which states “no eligible domestic student will be prevented from commencing or continuing his or her studies for financial reasons alone”. In 2006/07, the provincial government announced that tuition increases would be limited to the rate of Consumer Price Index (CPI) inflation, resulting in a 2% increase. In March 2007, the UBC Board of Governors approved a 2% tuition increase for 2007/08. Tuition fee levels are the same for both campuses.

When developing the tuition increase proposal, the University administration is guided by:

Trek 2010 UBC Okanagan Academic Plan Tuition principles Provincial government tuition guidelines Objectives of the tuition consultation process Policy #71: Consultation with Students about Tuition and Mandatory Fees

Undergraduate Based upon the approved increase, tuition for full-time Arts and Science students will increase to $141.91 per credit for 2007/08 or $4,257.32 for a 30-credit first year undergraduate program.

Differentiated Tuition In 2003, UBC began to differentiate undergraduate domestic tuition to reflect the higher costs associated with the delivery of different programs, the higher anticipated employment earnings after graduation, and market competitiveness at peer institutions. In consultation with students, some Faculties – Sauder School of Business, Applied Science, Education and Pharmaceutical Sciences – set higher tuition fees.

Graduate The typical full-time graduate student tuition fee for 2007/08 will be $3,939.16 (however PhD students receive a tuition award equal to their tuition fees). The tuition award is available to all full time PhD students in years 1-4 of their PhD programs. This award was put in place to attract more graduate students to the University and provide support to all graduate students. Professional Masters program fees vary by program and, typically, are market-based fees.

International Students Tuition for international undergraduate (ISI) students is adjusted annually to reflect increases in educational costs. In December 2006, the Board of Governors approved a cost-of-living increase of 3.05%. For students enrolled in a 30-credit undergraduate program, who started their program in Summer 2006 and subsequently, tuition for the academic year will total $603.78 per credit. Tuition is lower for students who began their programs prior to Summer 2006.

In 2006, UBC began to differentiate international undergraduate tuition in the Sauder School of Business to reflect the higher costs associated with the delivery of the B Com program, the higher anticipated employment earnings after graduation, and market competitiveness at peer institutions.

Budget Context and Key Financial Issues Page 19 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Prior to 2006 international tuition fees were assessed to fully cover the operating costs of instruction. However, they did not contribute to the full capital costs of instruction, including the cost of construction, renovation, and equipment in support of classrooms and learning spaces. To better reflect this full cost, in March 2006 UBC approved a capital cost contribution from international students of $58.50 per credit to be phased in over three years. The initial $19.50 per credit was charged in 2006. An additional $19.50 per credit was approved by the Board in March 2007, to take effect May 1, 2007.

Tuition Levels 2007/08 2006/07 % Change Domestic Undergraduate tuition $4,257 $4,174 2% (Arts & Science Base tuition) International Undergraduate tuition (Non B Com students who started Summer 2006 and $18,113 $17,577 3% subsequently)

Research Graduate tuition $3,939 $3,862 2%

Enrolment The University is funded for a total of 39,000 FTEs in 2007/08, a 2.7% increase over the prior year. The overall student FTE targets for the Ministry of Advanced Education (AVED) Operating Grant are for all of UBC’s campuses, including UBCO. While the University is accountable for the overall FTE target, AVED and the University will work together to ensure the commitment to 7,500 FTEs at UBCO by 2009/2010 is achieved. Total student enrolment (head count) is usually higher than the funded level, due to the number of part-time students enrolled in fewer than 30 credits.

AVED monitors student FTE utilization rates to identify any long-term structural challenges associated with the FTE targets established. For the 2006/07 fall interim report, UBC reported a 101% combined utilization rate - UBCV 105% and UBCO 78%. Recruitment efforts remain a high priority at UBCO to continue on the enrolment growth path as originally planned.

One of the goals of UBC is to increase the number of graduate student spaces at the Vancouver campus. UBC would like to have an undergraduate to graduate ratio of 4:1 at UBCV by 2010. Traditionally, the Province has not funded graduate student growth. UBC has been working with government to develop a plan for provincial support for graduate studies and research and in fact, a program has been announced by the Premier. The details of this are not yet clear, but will be added to the budget when known.

Fundraising Currently the University has adopted a sustainable fundraising strategy to provide stable philanthropic resources for the University. UBC Development, including campus based and UBCO programs, is responsible for achieving a fundraising target of $120 million for 2007/08. The program is being externally reviewed which could recommend an expansion of the program and a change in the strategy.

Budget Context and Key Financial Issues Page 20 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Operating Expenditures

Compensation Costs As one of the largest employers in the Province, UBC has over 19,000 faculty and staff. As a result, compensation costs are a significant part of UBC’s total budget. In 2007/08, salaries and benefits account for over 55% of total expenses.

For 2007/08 several factors are affecting salary and benefit costs:

UBC competes for faculty and staff in national and global markets and faces the ever-present challenge of providing competitive market salaries in order to retain the best and most productive employees. The strong B.C. economy is causing upward salary pressures for retaining professional staff. UBC has been successful in obtaining a commitment from the provincial government to fund government-approved salary settlements.

Salary settlements were reached with all of the employee groups late in 2005/06 after the 2006/07 budget was finalized. Consequently, the budget for 2007/08 incorporates the rate increases outlined in the Collective Agreements with the various groups. The increase in salary costs in the 2007/08 budget reflects the 2006/07 distributed rate increases and the rate increases payable in 2007/08.

The arbitrated settlement that was reached with the Association of Administrative and Professional Staff (AAPS) in December 2006 has also been incorporated into the 2007/08 budget. However, the additional costs associated with the salary increases has not been reflected in each individual unit’s budget, as the University is currently working through the process for calculating this level of detail.

Utilities The expansion of capital improvements and building facilities, combined with modest rate increases, account for the budget increase for utilities costs.

Student Aid Ensuring that UBC is accessible is one of UBC’s primary strategic goals. Policy #72 states “no eligible domestic student will be prevented from commencing or continuing his or her studies for financial reasons alone”. To honour this policy, UBC intends to build up the student award endowments as articulated in Trek 2010.

With the increases in tuition, UBC has allocated increased financial support for students. Student financial support in 2001/02 was $27.5 million; the 2007/08 budgeted amount is $57.3 million and is largely centrally funded from the GPO Fund.

Budget Context and Key Financial Issues Page 21

2007/2008 CONSOLIDATED BUDGET

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

2007/2008 Consolidated Budget

Basis of Presentation

The University has budgeted its operations on a consolidated basis (UBCV and UBCO) that includes activities from various funds:

The General Purpose Operating Fund (GPO) represents unrestricted operating funds of the University that account for the University’s academic program delivery, service and administrative activities. Each business unit within the University is allocated a portion of the GPO revenue and budgets are developed accordingly at the department level.

The Specific Purpose (SPP) Fund accounts for internally and externally restricted activities such as Capital, Continuing Studies (CS), Fee for Service (FFS), Trust and other specifically funded activities. Capital budgets are budgeted centrally for central Board-approved projects and select non-central projects; Continuing Studies and Fee for Service budgets are developed at the business unit or project/grant level; select Trust (awards) budgets are developed by the Faculty of Graduate Studies and the Student Financial Assistance and Awards Office, while other Trust funds are budgeted at a consolidated Faculty or AVP unit level.

The Sponsored Research (RES) Fund reports the University’s research activities. Research funds are budgeted at a consolidated level for the Faculty. Research targets are developed in coordination with the VP Research Office.

Ancillary (ANC) Enterprises includes the budgets for those operations that provide goods and services to the University and are expected to be self-sustaining. Budgets are developed by the individual ancillary and are individually Board approved.

The Endowment Fund (END) accounts for resources received with the stipulation that the original contribution not be spent. Income earned annually on the Endowment is allocated to fund and maintain the Endowment for inflation as well as an amount available for spending. The business units prepare budgets for spending the portion of investment income that is designated for use by the Endowment.

Related Organizations includes the 2007/08 budget for activities from related outside parties that are controlled or significantly influenced by the University. However, in recent months, the University changed its accounting policy on consolidation. Under the new accounting policy, the University uses the equity method of accounting for its controlled for-profit entities and its share of the joint ventures. The controlled not-for-profit organizations continue to be consolidated using the proportionate consolidation method of accounting.

UBC Okanagan is included in the consolidated budget and, where applicable, it has been integrated into the faculty or key administrative unit budget.

The revenues and funding are budgeted on an accrual basis. Accordingly, projections will differ from a cash basis. The budget is also based on a fiscal year period beginning from April 1, 2007, consequently results may differ from project-year based results, which are used to report on individual research awards.

Consolidated Budget Page 22

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

2007/08 Consolidated Budget (UBCV and UBCO)

($ in thousands)

Budget Budget 2007/08 2006/07*

Revenues Government grants and contracts $ 815,520 $ 743,820 Student fees 291,108 271,889 Non-government grants, contracts and donations 162,701 122,556 Investment income 72,210 65,932 Sales and services 271,859 252,742 Amortization of deferred capital contributions 69,999 62,116 1,683,397 1,519,055 Expenses Salaries $ 847,903 $ 750,123 Employee benefits 130,456 118,955 Supplies and sundries 221,179 208,348 Depreciation 141,434 126,753 Cost of goods sold 46,197 48,209 Scholarships, fellowships and bursaries 56,231 54,530 Travel and field trips 38,124 33,197 Professional and consulting fees 39,820 35,082 Grants and reimbursements to other agencies 66,982 64,835 Utilities 24,706 23,623 Interest on long-term debt 26,066 24,141 1,639,098 1,487,796 Increase in invested in property, plant and equipment $ (56,225) $ (26,813) Transfers from (to) endowment fund (19,003) (18,609) Transfers from (to) internally restricted reserves 32,315 3,986 Decrease (increase) in equity of related organizations (1,386) (723) Operating Budget Surplus (Deficit) $ (0) $ (10,900)

* Where appropriate the 2006/07 budget has been restated to be consistent with presentation in 2007/08

Consolidated Budget Page 23

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Total Budgeted Revenue ($ in thousands)

2007/08: 2006/07:

$69,999, 4% $62,116, 4% $252,742, $271,859, 16% $815,520, 49% 17% Government grants and contracts Student fees $65,932, 4% $743,820 $72,210, 4% Non-government grants, 49% contracts and donations Investment income $162,701, 10% Sales and services $122,556, 8%

Amortization of deferred capital contributions $291,108, 17% $271,889, 18%

Total Budgeted Expenses ($ in thousands)

2007/08: 2006/07:

$235,408, $251,929, 15% 16%

Salaries

$46,197, 3% $48,209, 3% Employee benefits $750,123, $141,434, 9% Supplies and sundries 50% $126,753, Depreciation 9%

Cost of goods sold

$221,179, 13% Other $208,348, 14%

$847,903, 52% $118,955, $130,456, 8% 8%

Consolidated Budget Page 24

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Revenue Details

% Change over Revenue Sources ($ in thousands) 2006/07 Budget1 Government grants and contracts 815,520 10% Student fees 291,108 7% Non-government grants, contracts and donations 162,701 33% Investment Income 72,210 10% Sales and services 271,859 8% Amortization of deferred capital contributions 69,999 13%

Government Grants and Contracts The increase in government grants and contracts is primarily attributed to a $54.1 million increase in provincial operating grants, of which $30.6 million is associated with salary settlements in 2006/07 and 2007/08, with the remainder being related to UBCV ($14 million) and UBCO ($9.3 million) for new targeted FTE. A $17.6 million increase is associated with a projected increase in research awards. There are also projected increases in grants associated with SSHRC funding for Doctoral Awards ($1.2 million) and NSERC Postgraduate Scholarships ($0.8 million). There is also additional funding from the Ministry of Health for an increased number of medical residents. The number of medical residents has increased 12% from 741 in 2006/07 to 829 in 2007/08.

Student Fees The increase is mainly attributable to tuition fees amounting to $7.1 million, of which $3 million is from new targeted FTE and $3.6 million is associated with a 2% rate increase in the GPO Fund. Another $4.9 million increase is recognized in the Continuing Studies Fund and is associated with increased enrolment projected primarily for Sauder School's real-estate and accounting diploma division of $3.4 million and $0.6 million for executive programs.

Non-Government Grants, Contracts and Donations The increase is primarily attributable to the Research Fund; $37.7 million is due to an increase in research awards projected for the Faculties of Medicine and Science.

Investment Income The increase is essentially attributable to the estimated market value of the direct assets of the Endowment Fund. The market value of the endowment investments are estimated for budget purposes as $800 million. No change in the projected interest rate return of 7.5%.

Sales and Services Ancillary Sales and Services are expected to increase by $5 million. The ancillary increases are attributable to a $3.6 million increase from Housing due to a 4% rate increase plus an additional 793 bed spaces, and $1.4 million increase from Food Services due to growth of retail sales, conferences, and deferred meal plan revenue. Increases in the Fee for Service Fund are attributed to the Dental Clinic fee ($2.2 million), Land and Food Systems livestock and milk sales ($0.4 million), Pacific Educational Press Education book sales ($0.4 million), and $1.1 million in Medicine due to growth in

1 The 2006/07 Budget has been restated to reflect only the interest portion on long-term debt; the principle portion of the debt re-payment has been re-classified under Increase in Invested in Property, Plant and Equipment consistent with the classification used for the University’s Consolidated Financial Statements. Investment Income has also been adjusted based upon an associated change in the Interest on Internal Loans recorded under Interdepartmental Services. Consolidated Budget Page 25

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

industry funding for Research centre. An increase of $3.5 million is related to Infrastructure Levy in the Capital Fund.

Amortization of Deferred Capital Contributions Complete externally funded projects account for the increase. New items being amortized include equipment, buildings, and other major additions.

Consolidated Budget Page 26

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Expense Details

% Change over Expenses ($ in thousands) 2006/07 Budget1 Salaries 847,903 13% Benefits 130,456 10% Supplies and sundries 221,179 6% Depreciation 141,434 12% Cost of goods sold 46,197 (4%) Scholarships, fellowships and bursaries 56,231 3% Travel and field trips 38,124 15% Professional and consulting fees 39,820 14% Grants and reimbursements to other agencies 66,982 3% Utilities 24,706 5% Interest on long-term debt 26,066 8%

Salaries The salary increases attributable to the GPO Fund are related to $39 million in salary settlements, $5.4 million associated with new UBCO positions, and $0.9 million associated with new UBCV commitments. These increases are offset by planned salary reductions of $4.6 million associated with the across the board cut. Other increases are associated with general revenue growth, such as the increase in salaries of $38.4 million correlated to the projected growth in research activities. An increase of $1.6 million relates to SSHRC Doctoral Stipend Awards.

Supplies and Sundries Increases in supplies are primarily associated with general growth activities associated with the different funds, where $3.9 million is associated with increased supply expenses budgeted at UBCO campus.

Depreciation Increases in depreciation expenses are primarily attributed to the Capital and Research funds. Depreciation charges are associated with new buildings such as the David Strangway Building, the Fred Kaiser Building, and Swing Space, in addition to building additions, new research, and computer equipment.

Scholarships, fellowships and bursaries An increase of $1 million is associated with Ph.D. tuition waivers as a result of the 2% tuition rate increase and a projected 2% enrolment increase. In addition, there is a $0.6 million increase primarily associated with additional ISI enrollments. UBCO Student Aid has increased by $0.2 million.

Travel and field trips

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

The increase in travel is largely associated with growth in the research awards for 2007/08.

Professional and Consulting Fees The increase in the Capital Fund of $1.1 million is attributable to an increase in project activities related to the Infrastructure Levy and the Annual Capital Allowance. An increase of $2.4 million is associated with the projected growth in research activities.

Grants and reimbursements to other agencies The increase of $3.3 million is primarily associated with an anticipated increase in research awards.

Utilities There are no significant utility rate increases projected for 2007/08. Increases in costs are primarily attributable to new space and increased utilization as a result of greater student density, which impacts Housing & Conferences.

Consolidated Budget Page 28

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Operating Budget by VP Portfolio

The University’s consolidated budget is detailed by portfolio and fund as noted below:

2007/08 Budget

($ in thousands) GPO SPP RES ANC END Total

Revenues & Funding Allocations Office of the President 2,027 1 - - 3 2,031 VP Academic & Provost 364,292 275,207 506,880 22,569 20,831 1,189,779 VP Administration & Finance 42,318 45,124 - 151,996 26 239,464 VP External & Legal Affairs 5,564 3,484 - - 355 9,403 VP Research 5,357 7,193 3,932 - 2,231 18,713 VP Students 18,866 14,905 - 68,645 354 102,770 Deputy Vice Chancellor UBCO1 41,042 1,325 4,219 306 339 47,231 Centrally Managed 227,328 43,490 (124,961) (144) 35,863 181,576 Related Orgs & Interdepart Services n/a n/a n/a n/a n/a -107,570 Total Revenues & Funding Allocations 706,794 390,727 390,070 243,371 60,001 1,683,397

Expenses Office of the President 2,027 (63) - - 3 1,967 VP Academic & Provost 347,535 260,636 520,305 21,575 16,396 1,166,447 VP Administration & Finance 43,616 43,728 - 145,954 26 233,324 VP External & Legal Affairs 6,602 3,997 - - 51 10,650 VP Research 4,942 8,908 1,932 - 1,199 16,981 VP Students 20,132 81,209 - 61,233 299 162,873 Deputy Vice Chancellor UBCO1 41,042 3,021 4,219 229 286 48,797 Centrally Managed 208,791 (6,775) (128,465) 13,153 20,311 107,014 Related Orgs & Interdepart Services n/a n/a n/a n/a n/a (108,955) Total Expenses 674,687 394,661 397,991 242,144 38,571 1,639,098

Interfund Transfers Office of the President ------VP Academic & Provost (3,037) 7,679 9,644 300 (867) 13,719 VP Administration & Finance 1,498 (1,494) - (521) - (517) VP External & Legal Affairs 1,039 (149) - - (304) 586 VP Research (415) 2,180 (257) - (1,032) 476 VP Students 1,265 (1,832) - 299 - (268) Deputy Vice Chancellor UBCO1 - 1,375 - - - 1,375 Centrally Managed (14,058) 3,467 (4,800) 20 - (15,371) Total Interfund Transfers (13,708) 11,225 4,587 98 (2,203) 0 Transfers to / from Reserves (18,399) (7,292) 3,334 (1,325) (19,227) (42,913) Transfers to / from Related Orgs n/a n/a n/a n/a n/a -1,386 Operating Budget Surplus (Deficit) 0 (0) 0 0 0 (0)

1 Includes only departments that report directly to the Deputy Vice Chancellor, additional UBCO costs reside in all units (Office of the President, VP Academic & Provost, VP Administration & Finance, VP Research, VP External & Legal Affairs, VP Students).

Consolidated Budget Page 29

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Fund Basis of Reporting UBC has presented the 2007/08 budget on a consolidated basis, although the underlying basis of university accounting is fund accounting. The University maintains separate funds for many of its activities, with each fund having assets, liabilities, revenues and expenses. Fund accounting helps to enhance accountability, budgetary control, and the stewardship of resources; it ensures that grants, donations, and contributions are spent only for the purposes intended.

General Purpose Operating (GPO) Fund The GPO Fund is the unrestricted operating fund for the University’s academic program delivery, service, and administrative activities. The GPO budget is based upon funding and revenue commitments for both campuses, primarily the provincial government operating grant. Additionally, student tuition fees are reflected as revenue in the GPO Fund. Since 2005/06, government policy has limited annual tuition increases to the rate of inflation. UBC has developed the 2007/08 budget with a 2% inflation increase. The 2007/08 GPO total Revenue Budget is $706.8 million, an increase of $59.9 million over 2006/07. The provincial grant accounts for 67% of total GPO revenue, while student tuition fees account for 27%. The 2007/08 GPO total Expense Budget is $674.7 million, an increase of $42 million over the prior year.

Specific Purpose (SPP) Fund The Specific Purpose Fund includes Fee for Service, Continuing Studies, Trust and Capital. The Fee for Service Fund recognizes such activities as the Dentistry Clinic, Staff Finders, Land and Food Systems milk and livestock sales. Continuing Studies includes primarily non-credit course activities offered by the Continuing Studies Department and the Faculties. Externally funded non-research grants, contracts and donation funding such as the Ministry of Health grant for medical residents are incorporated into the Trust Fund. Major capital project funding and provincial funding for the Annual Capital Allowance are recorded in the Capital Fund. The Specific Purpose Fund accounts for 23% of the 2007/08 consolidated revenue budget.

Sponsored Research (RES) Fund The Research Fund consists of the direct cost of research for the University funded by research grants. Primary research funding is provided through federal research councils. The Research Fund accounts for 23% of the 2007/08 consolidated revenue budget.

Ancillary (ANC) Fund The Ancillary Fund represents thirteen enterprises at UBCV, and three operations at UBCO. Their products and services are provided to generate sufficient revenues to cover operating expenses and debt servicing and, in certain cases, to create sufficient reserves for reinvestment in the business to ensure long-term financial viability. The Ancillary Fund accounts for 14% of the 2007/08 consolidated revenue budget.

Endowment (END) Fund The Endowment Fund consists of activities funded by endowments, the principal of which must be maintained in perpetuity. The University protects the endowment’s total economic value from inflation by limiting the amount of income that may be expended annually. The Endowment Fund accounts for 4% of the 2007/08 consolidated revenue budget, and the Endowment expenditure budget represents approximately 5% of the anticipated March 31, 2007 total market value.

2006/07 Carry Forward Actual 2006/07 carry forward amounts brought forward into 2007/08 have been recognized for budgeted activities. The carry forward amounts recognized for the budget based funds (GPO, Specific Purpose, Research, Awards, and Capital) are calculated based upon the Funding Allocation less

Consolidated Budget Page 30

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Expenses as of March 31, 2007. For the both the Specific Purpose and Research funds, the Funding Allocation is based upon a project year specific to the granting agency. For revenue based funds (Fee for Service and Continuing Studies) the carry forward amount is based upon Revenue less Expenses less Interfund Transfers as of March 31, 2007.

Consolidated Budget Page 31

CAPITAL PROJECTS

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Major Capital Projects

Capital funding comes from four sources: Federal, provincial, donations, and internally financed.

Federal funding is provided through the Canadian Foundation for Innovation (CFI) who supports research infrastructure. CFI requires that their funding is matched by the provincial government, with the remaining twenty percent from the University.

Funding from the Province comes through the major capital grants: British Columbia Knowledge Development Fund (BCKDF) which funds the provincial match to the CFI funding; the Annual Capital Allowance funding, made up of two funding amounts - minor capital which funds renovation projects, and cyclical maintenance which funds maintenance on buildings; and there has been an expectation in recent years that the Province will only fund a portion of any building projects.

Donors may also provide funding for major capital projects.

Sometimes there is internal financing on projects, generally financed from discretionary operating funds over a number of years. These funds are used to leverage other funding sources.

The UBC Board of Governors approves all capital projects over $1.5 million, following a four step management approval process. Prior to entering the Board approval process, projects must receive executive approval.

Board Approval Stages

Board 1 Principle, location, consultant, program, preliminary capital and operating budgets, schedule, schematics

Board 2 Revised capital and operating budgets, revised schedule, detailed program, development permit, working drawings

Board 3 Final budgets, award of contract, construction starts

Board 4 Project completion report

Major Capital Projects Page 32

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

For the 2006/07 fiscal year, a high level overview of the capital projects underway to March 31, 2007, at both the Vancouver and Okanagan campuses, are shown in the following table:

Board Board Approved Project Name Description Approval Funding Budget Stage ($m)

Beaty Biodiversity The Beaty Biodiversity Centre will house research 49.0 Board 3 Federal - CFI Research Centre laboratories, as well as facilities for specialized Provincial – processing and research involving a unique world BCKDF class research collection of plants, fish, insects, Fundraising & vertebrates, fungi and fossils. The Centre will Internal Sources support research into habitat, species and ecosystems in which we live and will also include an important public education and exhibit function.

Centre for This facility will be located in the Biosciences 20.0 Board 1 Internal Sources Comparative Reserve of South Campus. It will relocate and Medicine consolidate animal care facilities from South Campus, as well as from other locations around campus. It will provide updated facilities to current accreditation standards.

Centre for To be located on the Great Northern Way 36.1 Board 2 Federal - CFI Integrated Campus, CIRS will take a leadership role in the Provincial – Research on development and deployment of integrated BCKDF Sustainability sustainable building technologies and practices. Corporate (CIRS) Sponsorship Fundraising & Internal Sources

Irving K. Barber The Learning Center rebuilds and expands the 68.8 Board 3 Provincial Learning Center Main Library, addressing three of the Library's Fundraising & key concerns: environmentally sound space for Internal Sources its collections of rare, archival and special materials; 15 years of growth space for the print collection and technologically enabled space to support the growing collection of electronic resources and services.

Placing present and future generations at the forefront of learning, the Irving K. Barber Learning Centre will be an innovative and progressive hub for student interaction, academic pursuit, and research activity. It will play a key role in the intellectual, social, cultural, and economic growth of British Columbia, Canada, and the world.

Centre for Disease The Centre for Disease Modeling is located in the 42.5 Board 3 Federal - CFI Modeling (CDM) Life Sciences Center building. It will establish an Provincial - unparalleled facility in Canada to enable highly BCKDF innovative research on a broad spectrum of Fundraising & human diseases of critical importance to Internal Sources Canadians.

Major Capital Projects Page 33

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Board Board Approved Project Name Description Approval Funding Budget Stage ($m)

Lower Mall Single This project, located on the Food Sciences site 102.9 Board 3 Housing Student Housing on Marine Drive, is being completed in two Revenues (Phase 2) phases and will house approximately 1,640 students in a total of six buildings. This addresses both the demand for student housing as set out in Trek 2010 and meets the obligations as set out in the Official Community Plan. Phase 1 was completed and occupied in August 2005. Phase 2 occupancy is anticipated for September 2007.

Museum of The Museum of Anthropology (MOA) Renewal is 52.0 Board 3 Federal - CFI Anthropology a project to renovate and add space that will Provincial - allow improved programs, displays, and research BCKDF capabilities to better meet the needs of a Fundraising & changing environment. Internal Sources

Sauder (Phase 1) Phase 1 update to Sauder will provide a new 35.0 Board 2 Fundraising & building and renovated space in the existing Internal Sources Henry Angus Building. This space will assist the faculty in achieving the vision for the Sauder School of Business as a recognized leader in the creation, teaching and application of innovative management thinking.

Thunderbird UBC has worked cooperatively with “Bid Corp” 47.8 Board 3 Provincial - Olympic Sports Corporation in confirming the feasibility of siting Olympic Games Arena an ice hockey arena at the University for use as a Corporate venue for the 2010 Olympic Games. It will be Sponsorship & used for women’s and men’s preliminary hockey Internal Sources games and some medal games during the Olympic Games.

Thunderbird The Thunderbird parking facility is part of a 24.8 Board 3 Parking Parking Facility comprehensive 10-Year Replacement Parking Revenues Plan to ensure adequate parking supply on campus.

UBC Renew This project is an innovative agreement between 120.0 Brought Provincial UBC and the Ministry of Advanced Education to forward in Internal Sources leverage $60M in provincial government funding packages, with UBC sourced $60M to address the each at accumulated deferred maintenance debt and varying accelerate implementation of the Facilities and Board levels. Infrastructure Management Plan (FIMP).

Major Capital Projects Page 34

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Board Board Approved Project Name Description Approval Funding Budget Stage ($m)

University University Boulevard is the principal point of 81.5 Board 2 Tenant Rents Boulevard (Phase arrival onto campus and the main transit, Internal Sources 1) pedestrian, and bicycle thoroughfare. It must convey a strong sense of place, a feeling of having entered the nucleus of a unique, distinct, exciting multi-use hub of campus life.

This neighborhood is envisioned to be a key corridor for interaction, between the University and the broader community, between social and academic pursuits, between various modes of transportation, and between multiple land uses distributed along the length of the street.

Phase 1 consists of the underground Transit Station, road realignment, infrastructure and two buildings located on East Mall at the corner of University Boulevard. Each will run parallel to the other with an Atrium connecting the two.

UBC Okanagan – The location of the new Arts and Sciences 42.3 Board 2 Provincial Arts & Sciences building is in proximity to and complements the Fundraising & Building existing Arts and Science buildings, as well as the Internal Sources new Multi-Purpose building. This arrangement is highly desirable for facilitating greater interaction among Arts and Sciences faculty and students.

UBC Okanagan – UBC’s Faculty of Applied Science has recently 74.1 Board 2 Provincial Engineering/ been established as a dual-campus faculty, and Fundraising & Management is developing a full suite of engineering programs Internal Sources Building and activity at UBC Okanagan, including four- year baccalaureate programs, graduate programs and research activity. It is planned by 2009/10 that ten percent of UBCO’s undergraduate students will be in engineering and a further ten percent in management. Initially the building will be used extensively as generic space to accommodate the near-term growth in other faculties.

UBC Okanagan – This building will be a mix of generic research 30.5 Board 3 Provincial Fipke Building and teaching space. This will create synergies in Fundraising & (Multipurpose collaboration between faculty and different Internal Sources Building) departments and with industries; between research and teaching; and will ensure flexibility in the future as some research program areas grow and others decline.

Major Capital Projects Page 35

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Board Board Approved Project Name Description Approval Funding Budget Stage ($m)

UBC Okanagan – The configuration for this phase of housing is 17.0 Board 3 Housing Student Housing quad style units with four single rooms, two Revenues (Phase 2) bathrooms, a kitchen and a living area, designed to accommodate a more mature mix of students. The units would be arranged in seven townhouse style buildings comprising ten quads per building, providing 280 beds.

UBC Okanagan – The University Centre will serve as the social and 33.1 Board 2 Provincial University Centre one of the major service centers for students on Fundraising & this campus. It will serve a student population of Internal Sources 7000 undergraduate and 500 graduate students.

Major Capital Projects Page 36

DETAILED BUDGETS

PRESIDENT’S OFFICE

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

President’s Office

Summary

The President is committed to positioning UBC as an international leader at the forefront of learning and research. In addition to providing general supervision and direction to the academic work of the University, the President’s Office portfolio includes the Planning and Institutional Research Office and Internal Audit.

The 2007/08 Budget for the President’s portfolio is as follows:

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding 2,027 1 - - 3 2,031 2,031

Office of the President 751 - - - 3 754 776 Planning & Institutional Research 603 (63) - - - 540 589 Internal Audit 630 - - - - 630 609 UBCO 43 - - - - 43 43 Total Expenses 2,027 (63) - - 3 1,967 2,017 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) - 64 - - - 64 14

2006/07 Carryforward 27 225 29 - 210 491

Budget details for each Department within the President’s Office follow under each department.

President’s Office Page 37 Summary THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

President’s Office 1. Office of the President Stephen J. Toope, President & Vice Chancellor

As the chief executive officer of the University, the President shares the University’s vision, promotes its values, embraces its mission and ensures that it meets its goals. Among other responsibilities, the President assists the University through the following actions:

Lead the University in pursuing the strategies, plans, and policies approved by the Board; Exercise academic leadership to enhance the University’s academic quality and stature, as well as the national and international reputation of its undergraduate, graduate and professional programs; Oversee operational management in a manner that ensures the University’s resources are safeguarded and optimized; Encourage excellence, quality, innovation, enterprise and a collegial spirit.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 751 - - - - 3 754 778

Salaries Academic* 388 - - - - - 388 115 Staff 261 - - - - - 261 562 Other ------Total Salaries 649 - - - - - 649 677 Other Expenses 102 - - - - 3 105 99 Total Expenses 751 - - - - 3 754 776 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------2

2006/07 Carryforward - - - - 29 210 239

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Implement budget reductions.

2007/08 Plans

Work with the provincial government to implement Campus 2020. Continue the growth and transformation of UBC to become the leading Canadian University and one of the world’s best universities. Continue to build UBC community goodwill through meeting and consulting as widely as possible with faculty members, students, staff, alumni, business leaders and government. Ensure that UBC’s vision and goals as embodied in TREK 2010 are understood and implemented in the broad UBC community. Re-evaluate our strategic planning and budgeting process to ensure sustainable operating funding. Continue to increase UBC’s share of research funding at both the national and provincial levels to achieve our goal to create a university that conducts world leading research in service of the people of British Columbia, Canada and the world.

President’s Office Page 38 Office of the President THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

President’s Office 2. Planning and Institutional Research Walter Sudmant, Director

The function of the Planning and Institutional Research Office is to undertake research projects, to provide reports, statistical information, analysis, and advice in support of strategic planning, decision- making, collective bargaining, and accountability at the University.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 603 1 - - - - 604 601

Salaries Academic* - 5 - - - - 5 7 Staff 530 44 - - - - 574 501 Other - 7 - - - - 7 5 Total Salaries 530 56 - - - - 586 513 Other Expenses 73 (119) - - - - (46) 76 Total Expenses 603 (63) - - - - 540 589 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) - 64 - - - - 64 12

2006/07 Carryforward 1 208 19 - - - 228

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

One-time GPOF budget reduction of $31 thousand which will be achieved by reducing computer hardware, travel spending, and temporary salary. One-time GPOF saving from retirement as the result of replacement pending future budget decisions. Increase in Fee for Service activities to reflect more contracts with TUPC.

2007/08 Plans

Report on TUPC Masters/PhD outcome survey. Analyze and report on BC Universities Access and Affordability survey. Develop database, reporting and research capacity for university-wide teaching evaluation system. Conduct a UBCO retention study. Refine Equity targets. Develop a Faculty and Staff data warehouse. Develop University-wide capability to search faculty CV and research information. Develop a Graduate enrolment planning model. Continue research and evaluation of Community Service Learning. Conduct NSSE analysis to expand best-practice research. Develop long-range planning parameters and growth scenarios for UBC Physical Plan. Develop benchmarks for Academic Planning.

President’s Office Page 39 Planning and Institutional Research THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

President’s Office 3. Internal Audit Michael Hartwick, Director

Internal Audit contributes to good governance and effective risk management by providing assurance to the Audit Committee of the Board, that the University’s financial risks are being identified and properly managed. Audit programs are coordinated with the external auditors, in their role of auditing the University’s financial statements, in the most cost-effective manner. Internal Audit monitors compliance with established policies and reviews the effectiveness of internal controls throughout the University.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 630 - - - - - 630 609

Salaries Academic* ------Staff 538 - - - - - 538 495 Other ------Total Salaries 538 - - - - - 538 495 Other Expenses 92 - - - - - 92 114 Total Expenses 630 - - - - - 630 609 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------

2006/07 Carryforward 26 (2) - - - - 24

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

2007/08 Plans

Internal Audit uses a risk-based planning strategy. A risk analysis prepared by Internal Audit for planning purposes determines the general audit priorities and audit cycle. Financial risks identified by senior management have also been considered. Highlights of the 2007/08 audit plan:

− Detailed internal control review and testing of department transactions for departments that have been certified to enter financial transactions into the Financial Management System (FMS); − Follow up of high-risk audits performed last year; − Audits to assist the external auditor; audits required by funding agencies; and field visits to the Okanagan campus.

The audit plan is flexible and subject to change based on management and Audit Committee requests, and significant changes within the organization that impact the audit risk assessment.

President’s Office Page 40 Internal Audit

DETAILED BUDGETS

VICE PRESIDENT ACADEMIC AND PROVOST

THE UNIVERSITY OF BRITISH COLUMBIA 2007-2008 BUDGET SUMMARY BOOK

Vice President Academic and Provost

Summary

The VP Academic and Provost portfolio includes twelve faculties and a number of supporting units, such as the University Library, International Office, and Equity Office.

The following table summarizes the 2007/08 budget portfolio of the VP Academic and Provost.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding 364,292 275,207 506,880 22,569 20,831 1,189,779 991,125

Expenses: Office of the Vice President 6,960 24,760 6,800 - 10 38,530 29,152 Applied Science 36,221 4,764 25,236 - 1,504 67,725 61,936 Arts 62,121 22,784 50,142 - 1,341 136,388 140,938 Dentistry 7,063 11,909 3,436 - 99 22,507 19,488 Education 25,410 4,871 5,046 1,602 466 37,395 36,502 Forestry 6,532 5,275 12,137 - 1,523 25,467 25,046 Graduate Studies 1,025 4,282 - 1,280 392 6,979 - College of Health Disciplines 1,241 631 4,939 2,801 4 9,616 10,187 College for Interdisciplinary Studies 5,373 1,615 54,729 - 2,440 64,157 58,801 Land and Food Systems 7,221 2,772 6,063 - 704 16,760 15,446 Law 7,187 958 723 - 445 9,313 8,564 Medicine 59,420 130,453 219,471 - 4,381 413,725 315,645 Pharmaceutical Sciences 5,239 2,598 6,565 - 148 14,550 13,593 Sauder School of Business 19,179 17,921 2,916 - 1,682 41,698 36,647 Science 52,464 10,601 122,054 - 715 185,834 152,187 University Librarian 30,940 12,530 - - 542 44,012 43,991 InterFaculty 5,601 1,835 48 - - 7,484 7,307 UBCO 110 - - - - 110 71 Information Technology 8,228 77 - 12,935 - 21,240 23,641 Robson Square - - - 2,957 - 2,957 2,837 Total Expenses 347,535 260,636 520,305 21,575 16,396 1,166,447 1,001,979 Interfund Transfers In (Out) (3,037) 7,679 9,644 300 (867) 13,719 10,192 Operating Budget Surplus (Deficit) 13,720 22,250 (3,781) 1,294 3,568 37,051 (662) Various Funding Sources for Capital Projects** - - 11,032 - - 11,032 50,414 Net Operating Budget Surplus (Deficit) 13,720 22,250 7,251 1,294 3,568 48,083 49,752

2006/07 Carryforward 21,003 146,904 337,619 - 24,594 530,120

**Adjustments relate to a cash flow timing differences with capital projects.

Budget details for each faculty or business unit within this portfolio follow under each faculty and unit. See the Ancillaries section for details of Ancillary budgets.

VP Academic and Provost Page 41 Summary

THE UNIVERSITY OF BRITISH COLUMBIA 2007-2008 BUDGET SUMMARY BOOK

Vice President, Academic and Provost 1. Office of the Vice President George A. Mackie, Vice President pro tem

The Office of the Vice President includes the Associate Vice Presidents and Directors of business units that provide overall services to the Vice President Academic & Provost, and the Faculties and Schools that are within the portfolio. Specifically, they include:

Academic Programs Academic Planning International Equity First Nations House of Learning Office of Learning Technology/Distance Education and Technology Centre for Teaching and Academic Growth (TAG)

The combined budget for these areas for 2007/08 is as follows:

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO** CS & FFS Trust Capital RES END Total*** Total***

Total Revenue / Funding 14,910 20,048 2 - - 19 34,979 25,352

Salaries Academic* 1,519 3,017 75 - - - 4,611 2,060

Staff 2,479 8,677 844 3 6,800 - 18,803 11,221

Other 27 109 195 - - - 331 149

Total Salaries 4,025 11,803 1,114 3 6,800 - 23,745 13,430

Other Expenses 2,935 10,122 1,704 14 - 10 14,785 15,722

Total Expenses 6,960 21,925 2,818 17 6,800 10 38,530 29,152

Interfund Transfers In (Out) (7,950) 2,000 3,409 3,439 6,800 - 7,698 7,333

Operating Budget Surplus (Deficit) - 123 593 3,422 - 9 4,147 3,533

2006/07 Carryforward (922) (633) 7,851 (796) 61 86 5,647

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this. ** Non-GPO salary increases of $6.8 million are included in GPO Revenue. This will be allocated in 2007/08 to the Faculties for distribution to Research, FFS and Endowment projects. For purposes of presentation only it is included in the Office of the Vice President, with an Interfund transfer to Research and related salary expense. *** Comparative figures for 2006/07 are as presented in the 2006/07 Budget Summary Book and have not been restated to reflect an error in presentation. The error in presentation is impracticable to determine, but is approximately $4 million dollars in both revenue and expenses in the presentation of the Continuing Studies budget. Current figures are consistent with the 2007/08 Continuing Studies budget.

Budget Drivers

Costs of negotiated faculty salary increases will appear in the overall VP Academic and Provost budget; Costs of supporting spousal recruitments in partnerships with the faculties and units; Costs of leases and debt servicing for new academic space; Costs of mandatory retirement and support of bridges; The GPOF “cash call” and impending reduction will place significant pressures on teaching, learning and research; Continuation of expansion of the Distributed Medical Undergraduate Program; IT, Library, AVP International and Equity budgets for UBCO are included in the UBCV VP Academic & Provost overall budget; Costs of the Office of Learning Technologies (OLT), TAG, and the Institute for the Scholarship of Teaching and Learning

VP Academic and Provost Page 42 Office of the Vice President THE UNIVERSITY OF BRITISH COLUMBIA 2007-2008 BUDGET SUMMARY BOOK

2007/08 Plans

Academic Units: Complete the recruitment of new Dean in the Faculty of Graduate Studies; Complete the recruitment of a new Principal for the College of Health Disciplines; Continue the development for interdisciplinary studies subsequent to the division of the responsibilities of the Faculty of Graduate Studies.

Academic Resources: Continue the UBC Renew construction projects in Chemistry Centre, Buchanan and Friedman; Continue oversight of the Ike Barber Learning Centre, ICORD, the Centre for Interactive Research on Sustainability, the Museum of Anthropology renewal project, and the Beaty Biodiversity Project; Coordinate planning for future projects in Pharmaceutical Sciences, Science, Arts, Law and the Sauder School; Monitor applications and enrolment to adjust admissions criteria and targets to reflect student demand; Develop rational templates for distribution of tuition and fee revenue by program type;

Academic Affairs: Continue the upgrade of WebCT and support Coalition for Educational Innovation; Continue the Community Service Learning Initiative; Continue the SHINE 2010 initiative with an emphasis on the expansion of the professional development opportunities for Teaching Assistants and the project of improvement of student evaluations of teaching and learning; Transition to the Virtual Learning Environment (Blackboard Vista); Continue Carl Wieman’s initiative to reform teaching in Science; Continue strategic oversight of the International Students Initiative; Implement the recommendations of the UBC Aboriginal Task Group Report; Complete restructuring of the governance, scope and curriculum of the UBC-Ritsumeikan Academic Exchange Program; Develop Student Evaluation of Teaching policy and plans for its implementation, including piloting of a web- based course evaluation system; Initiate a new process for funding the development of distant education courses in alignment with faculty priorities and in support of expanded access to UBC programs; Support the work of the NSSE Working Group in identifying appropriate strategies to improve student engagement.

International: Launch new internationalization web portal; Develop international degree programs; Implement study abroad opportunities; Manage foreign foundations for UBC to facilitate international fundraising and alumni relations; Inaugurate Boston, Oxford, Melbourne, Vancouver Conversazione on Culture and Society. Create web-based internationalization tools.

VP Academic and Provost Page 43 Office of the Vice President THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

2. Faculty of Applied Science Dean Michael Isaacson

The activities of the Faculty of Applied Science are carried out at both the Vancouver and Okanagan campuses through three schools and six engineering departments, several non-department programs, and a number of research centres. The schools are the School of Architecture and Landscape Architecture, and the School of Nursing at the Vancouver campus, and the School of Engineering at the Okanagan campus. At Vancouver, the engineering departments are Chemical and Biological Engineering, Civil Engineering, Electrical and Computer Engineering, Mechanical Engineering, Materials Engineering, and Mining Engineering (Norman B. Keevil Institute of Mining Engineering).

In addition to the academic programs offered directly by these units, the Faculty also offers academic programs in Integrated Engineering, Engineering Physics (with the Faculty of Science), Geological Engineering (with the Faculty of Science), and Environmental Engineering (with the University of Northern BC).

The Faculty participates in interdisciplinary research centres including the Advanced Materials and Process Engineering Laboratory (AMPEL), the Michael Smith Laboratories, the Clean Energy Research Centre (CERC), the Institute of Computing, Information and Cognitive Systems (ICICS), the Pulp and Paper Centre, and the NUS- UBC Applied Science Research Centre (with the National University of Singapore).

The Faculty has over 240 faculty members and 120 support staff, over 4,000 undergraduate students, and over 1,400 graduate students.

The below table summarizes the 2007/08 budget for UBCV (the budget for the School of Engineering at UBCO is reported in this publication under the Academic and Research department, within the UBCO Deputy Vice Chancellor section).

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 36,171 3,377 1,036 - 25,641 1,504 67,729 62,644

Salaries Academic* 25,121 (62) 79 - 5,844 579 31,561 27,317 Staff 6,183 484 474 - 4,514 9 11,664 9,984 Other 1,215 120 321 - 3,062 26 4,744 4,131 Total Salaries 32,519 542 874 - 13,420 614 47,969 41,432 Other Expenses 3,702 2,835 164 349 11,816 890 19,756 20,504 Total Expenses 36,221 3,377 1,038 349 25,236 1,504 67,725 61,936 Interfund Transfers In (Out) 50 - 324 349 132 - 855 628 Operating Budget Surplus (Deficit) - - 322 - 537 - 859 1,336

2006/07 Carryforward 786 2,190 3,462 2,112 19,666 1,080 29,296

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Budget growth is primarily due to the anticipated growth in research funding and the associated expenditures for academic and staff salaries and non-salary costs. Other budget increases resulted from growth in International Student Initiative (ISI) enrolment, and additional provincial government funding to support enrolment increases.

VP Academic and Provost Page 44 Applied Science THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Revenue Sources

Fee for service revenue primarily comes from tuition fees from international students and engineering co-op placements. Major sources of research funds are NSERC, CFI grants, and industry contracts and grants.

2007/08 Plans

Consolidate the full range of new programs that have recently been introduced. Ensure rapid progress on four capital projects on the Vancouver campus. Develop further the Faculty’s Centre for Professional Skills Development.

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Applied Science 3,194 5,302 3,137 5,198 Bachelor of Science in Nursing 172 4,257 191 4,174 Bachelor of Environmental Design 30 4,257 30 4,174 Other 88 - 94 -

2006/07 Actuals FTE3 4 Graduate Total 1,039

1 Undergraduate enrolment figures (projections and actuals) are based upon 30-credit FTEs as of Nov 1 2 Tuition fees represent typical fee for normal load 3 Graduate enrolment figures represent annualized FTE students 4 Graduate enrolment projections for 2007/08 not available at time of publishing

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 31,415 28,760

VP Academic and Provost Page 45 Applied Science THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

3. Faculty of Arts Dean Nancy Gallini

The mission of the Faculty of Arts is “to create and disseminate knowledge through the teaching, learning, research, professional practice, artistic production and performances of its faculty and of its students”. The aim of the Faculty is to educate within a context of freedom of inquiry and intellectual curiosity.

The Faculty is an exceptional institution of higher learning and research. It is the largest faculty on campus, educating 35% of the university’s undergraduate FTE students and 20% of the university’s graduate population. It is staffed by 25% of the University’s tenured/tenure-track faculty.

The Faculty of Arts offers an extraordinary array of courses and programs, spanning the Humanities, Social Sciences, and the Creative and Performing Arts. Over one-hundred disciplinary and twenty interdisciplinary programs are spread across a diverse collection of sixteen departments, four professional schools, an art gallery, and a world-renowned museum. Students may study abroad, integrate work experiences into their degree programs through Arts Co-Op, Community Service Learning, and enhance their academic studies with exceptional cultural activities: noon-hour concerts at the School of Music, art exhibits at the Belkin Gallery of Contemporary Art, explorations of world cultures at the Museum of Anthropology, and theatrical performances at the Frederic Wood Theatre.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 62,131 14,616 1,476 6,108 43,584 1,686 129,601 122,378

Salaries Academic* 52,660 1,194 236 - 4,561 689 59,340 56,622 Staff 6,142 3,374 146 6 3,524 173 13,365 12,314 Other 1,633 4,343 131 - 2,390 23 8,520 8,088 Total Salaries 60,435 8,911 513 6 10,475 885 81,225 77,024 Other Expenses 1,686 5,247 951 7,156 39,667 456 55,163 63,914 Total Expenses 62,121 14,158 1,464 7,162 50,142 1,341 136,388 140,938 Interfund Transfers In (Out) - (395) 467 92 674 100 938 1,014 Operating Budget Surplus (Deficit) 10 63 479 (962) (5,884) 445 (5,849) (17,546) CFI/BCKDF Funding** - - - - 5,884 - 5,884 19,454 Net Operating Budget Surplus (Deficit) 10 63 479 (962) - 445 35 1,908

2006/07 Carryforward 2,026 9,814 2,915 - 11,097 1,520 27,372

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this. **2007/08 and 2006/07 adjustment relates to a cash flow timing difference in the Museum of Anthropology project. The Capital fund deficit is caused by cash flow timing difference in the Museum of Anthropology project.

Budget Changes

The Faculty revenue base is projected to grow due to the following factors: (1) Growth in international student enrolments and enhancements to the ISI revenue sharing funding model; (2) Acceleration of research funding for the Museum of Anthropology renewal project; (3) Expanded Social Sciences and Humanities Research Council (SSHRC) program funding opportunities and private donor contributions. Net salary dollar growth in academic and non-academic staff is due to mandated salary increases and increased staffing costs to support the intensification of research activities and enhancement of the undergraduate learning experience. These elevated salaried costs would be partially offset by an anticipated GPOF budget retrenchment in academic salaries.

VP Academic and Provost Page 46 Faculty of Arts THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Revenue Sources

Fee for service revenue is primarily derived from international student tuition fees. Other significant revenue sources include: admissions and merchandise sales from the Museum of Anthropology, box office ticket sales from theatrical performances, and aerial photo and cartographic services provided through the Geographic Information Centre (housed in the Geography department). Major sources of research funds originate from federal government agencies, such as SSHRC, CIHR, and NSERC. Specific purpose funds are generated predominantly from donations by students, alumni, private individuals, corporate donors, and UBC teaching, learning and enhancement grants.

2007/08 Plans

Complete renovations of Buchanan C wing (Phase 2 of 4), as part of the Buchanan Renew Project, by June 2007. Operate our formerly consolidated Anthropology and Sociology departments as two separate distinct units. Relocate the School of Library and Archival Studies, Arts One and Coordinated Arts Programs to the Irving Barber Learning Centre in the autumn of 2007. Move the Linguistics department into newly renovated space in Totem Field Studios. Create the Centre for Arts Students Services (CASS) led by Assistant Dean Student Services to work collaboratively toward the common goal of enhancing undergraduate student experience in Arts.

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Arts 7,104 4,257 7,186 4,174 Bachelor of Fine Arts 116 4,257 125 4,174 Bachelor of Music 226 4,257 234 4,174 Bachelor of Social Work 66 4,257 66 4,174 Other 194 - 194 -

2006/07 Actuals FTE3 4 Graduate Total 1,301

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 42,244 38,752

VP Academic and Provost Page 47 Faculty of Arts THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

4. Faculty of Dentistry Dean Charles Shuler

The mission of the Faculty of Dentistry is “to advance oral health through outstanding education, research and service”.

The Faculty had its first dental graduates in the late 1960’s. Currently the Faculty has programs leading to the following degrees: D.M.D. (General Dentistry), B.D.Sc. (Dental Hygiene), M.Sc. and Ph.D. (graduate research degrees) and diploma certificates for General Practice Residents and Oral Medicine, and Oral Pathology and Periodontics postgraduate specialty programs. The Faculty is one of the few worldwide to offer a four year problem–based learning curriculum for its entire dentistry program. It is one of the most research intensive dental schools in Canada and is known internationally - both for basic biological research, and clinical and population health research. The Faculty of Dentistry provides over 35,000 patient visits per year through its main teaching clinic on campus and through affiliated clinical facilities in hospitals, senior residential facilities, and community clinic sites. The Faculty plays an essential role in providing Continuing Dental Education to the professional community. The Faculty continues to develop new specialty programs and increase its research initiatives, in addition to expanding community service learning opportunities internationally and for high-risk populations in British Columbia.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 7,097 11,651 1,093 - 3,436 163 23,440 19,731

Salaries Academic* 4,678 1,450 25 - 833 1 6,987 6,319 Staff 1,074 2,870 5 - 644 - 4,593 4,712 Other 53 (20) - - 437 - 470 430 Total Salaries 5,805 4,300 30 - 1,914 1 12,050 11,461 Other Expenses 1,258 6,286 125 1,168 1,522 98 10,457 8,027 Total Expenses 7,063 10,586 155 1,168 3,436 99 22,507 19,488 Interfund Transfers In (Out) - 270 63 1,168 - - 1,501 251 Operating Budget Surplus (Deficit) 34 1,335 1,001 - - 64 2,434 494

2006/07 Carryforward 14 1,239 3,961 (18,322) 2,216 147 (10,745)

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

The Carryforward balance in the Capital Fund is from costs incurred on the new clinic project. Funding was approved by the Board, and the loan is expected to be released in 2007/08. However, this funding was not included when the capital budget was prepared.

Budget Changes The increase in revenue is for the most part in the Fee for Service activity due to increased funding for dental community programs (ex. Massett Clinic in the Queen Charlotte Islands) and increased production in the dental clinics. A smaller portion is due to increases in student fees. The increase in expenses is due to debt servicing for the new Oral Health Centre and anticipated renovation projects.

Revenue Sources

Fee for service revenue comes from dental clinics, including the main dental clinic and Specialty clinics. The Major source for research funds is the Canadian Institutes of Health Research (CIHR). Specific purpose funds are mostly donations for discretionary use. VP Academic and Provost Page 48 Faculty of Dentistry THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Other funds are generated mostly through Continuing Education revenue and student clinical fees.

2007/08 Plans

Continue the process of reviewing and updating the curriculum to enhance the learning opportunities for students. Initiate the enrollment and educational programs for Canada’s first four year, B.Sc. Dental Hygiene undergraduate program. Increase dental student and dental hygiene student experiences in the community, particularly in areas with limited access to oral health care and use these experiences to develop a community service learning program. Improve the research infrastructure in the Faculty of Dentistry to provide a research administrative unit, develop scientific core resources to support multiple investigators, and evaluate renovation of rooms in the JB MacDonald building to increase available laboratory space. Integrate continuing education programs for oral healthcare professionals into the Nobel Biocare Oral Health Centre to provide life-long learning opportunities focused on improving the oral health of British Columbians.

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Dental Sciences 50 4,257 50 4,174

Post-Baccalaureate Programs Doctor of Dental Medicine3 179 14,566 178 14,280 Resident 17 345 17 339

2006/07 Actuals FTE4 5 Graduate Total 33

1 Enrolment figures (projections and actuals) are based upon 30-credit FTEs as of Nov 1 2 Tuition fees represent typical fee for normal load 3 Doctor of Dental Medicine program has graduated tuition levels. The fee applicable to the latest entrance date is listed above. 4 Graduate enrolment figures represent annualized FTE students 5 Graduate enrolment projections for 2007/08 not available at time of publishing

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 3,381 2,988

VP Academic and Provost Page 49 Faculty of Dentistry THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

5. Faculty of Education Dean Robert J. Tierney

The mission of the Faculty of Education is “to advance the role of education in the well being of people and communities”. The Faculty is committed to the initial and continuing education of teachers and related professionals in the settings in which they work, the graduate preparation of scholars and practitioners, and the cultivation of close connections among educational theory, policy, and practice.

Within British Columbia, the Faculty prepares the majority of educators and is the sole provider of certain areas, such as the preparation of teachers for special needs. The Faculty has the strongest cadre of faculty members and has one of the most robust graduate programs in Canada; playing an active role in key national networks involved in educational research, development, and policy deliberations. The Faculty prepares more than 45% of the elementary and secondary teachers in British Columbia and a significant proportion of its educational leaders, administrators, special needs teachers, school psychologists, First Nations teachers, and others. The Faculty offers doctoral, magistral and bachelor degrees, and diplomas in programs that relate to learners and educators at all stages of their lives and careers. In addition, it meets the full range of market needs by offering online and off-campus programs.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 25,410 3,935 1,208 - 5,039 1,649 466 37,707 37,250

Salaries Academic* 20,673 1,301 328 - 1,154 207 320 23,983 20,682 Staff 2,922 1,048 41 - 892 658 - 5,561 5,668 Other 1,158 10 110 - 605 6 11 1,900 3,156 Total Salaries 24,753 2,359 479 - 2,651 871 331 31,444 29,506 Other Expenses 657 1,400 629 4 2,395 731 135 5,951 6,996 Total Expenses 25,410 3,759 1,108 4 5,046 1,602 466 37,395 36,502 Interfund Transfers In (Out) - - - 4 65 - - 69 344 Operating Budget Surplus (Deficit) - 176 100 - 58 47 - 381 1,092

2006/07 Carryforward (732) 2,538 3,604 - 4,972 - 1,995 12,377

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Academic salaries include approximately $3.5 million related to the academic reserve. This reserve will be allocated to various salary and non-salary expenses.

Revenue Sources

Fee for service revenue comes from external programs that support their operation. Major sources of research funds are: the Tri-Council (SSHRC, CIHR, and NSERC), Hampton, the Michael Smith Foundation, the Ministry of Education, the Ministry of Advanced Education, the Ministry of Children and Family Development, UBC HSS Large and Small Grants, and Teaching and Learning Enhancement Funds (TLEF). Specific purpose funds are primarily from the Ministry of Education.

VP Academic and Provost Page 50 Faculty of Education THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

2007/08 Plans

The Faculty continues to address a number of areas, which include the following:

Plans for programmatic reviews are underway at both the undergraduate and graduate levels; Various international initiatives are being pursued in partnership with universities worldwide, especially in the Asia Pacific Rim; Faculty members continue to be active in a range of teaching and learning improvements, including concepts of global citizenship, learning technologies, and the scholarship of teaching and learning; The Faculty is continuing its leadership role in the area of indigenous education; The Faculty is continuing to strengthen its partnership with local groups, such as the Vancouver School Board and various agencies and colleagues throughout the University; The Faculty is engaging in several development initiatives, as well as examining ways of serving a large group of alumni and emeriti.

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Human Kinetics 663 4,257 694 4,174 Other3 159 - 159 -

Post-Baccalaureate Programs Bachelor of Education Elementary4 699 10,589 747 10,381 Bachelor of Education Secondary 492 9,482 544 9,296

2006/07 Actuals FTE5 6 Graduate Total 992

1 Enrolment figures (projections and actuals) are based upon 30-credit FTEs as of Nov 1 2 Tuition fees represent typical fee for normal load 3 Other category primarily represents the Diploma in Education program 4 FTE figures include Bachelor of Education Middle School 5 Graduate enrolment figures represent annualized FTE students 6 Graduate enrolment projections for 2007/08 not available at time of publishing

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 9,451 9,419

VP Academic and Provost Page 51 Faculty of Education THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

6. Faculty of Forestry Dean Jack Saddler

The mission of the Faculty of Forestry is “to provide the citizens of British Columbia and the world with knowledge of how their forests grow and change, how to conserve and manage forests, and create products to contribute diverse economic, social, and spiritual benefits to communities, in ways that respect nature”.

The Faculty is home to a dynamic and diverse group of researchers who educate and communicate how forests and the products that are created from them contribute to the well being of all living things. The health and sustainability of forests underlies everything one does. The Faculty is among the best institutions globally in forest-related education and research and is also unique in the breadth of expertise possessed, allowing the Faculty to integrate new knowledge across many different disciplines.

The Faculty is a research-intensive unit with a healthy and expanding graduate program, three departments composed of faculty members covering a wide and comprehensive range of specialties and disciplines that encompass forestry, broadly defined. The Faculty is also the administrative home for the Centre for Applied Conservation Research (CACR), the Centre for Advanced Wood Processing (CAWP), and other groups that include Forestry faculty members and additional UBC or outside colleagues as integral parts of their operations. The Forest Sciences Centre is also the physical home of closely aligned groups such as Genome BC, IMAGE, MAGIC, and Forest Economics and Policy Analysis (FEPA), with these various groups greatly benefiting from their close proximity to members of the Faculty of Forestry. Through its three Research Forests, the Faculty is also connected to people throughout British Columbia from Greater Vancouver to Prince George. UBC Forestry is the largest Forestry Faculty in Canada.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 6,386 5,867 409 - 12,306 1,794 26,762 26,569

Salaries Academic* 4,733 31 27 - 2,863 949 8,603 8,542 Staff 1,311 965 164 - 2,211 129 4,780 4,932 Other 252 14 56 - 1,500 3 1,825 1,852 Total Salaries 6,296 1,010 247 - 6,574 1,081 15,208 15,326 Other Expenses 236 3,779 193 46 5,563 442 10,259 9,720 Total Expenses 6,532 4,789 440 46 12,137 1,523 25,467 25,046 Interfund Transfers In (Out) 146 (119) 46 46 75 (50) 144 (506) Operating Budget Surplus (Deficit) - 959 15 - 244 221 1,439 1,017

2006/07 Carryforward (32) 4,659 271 - 6,073 994 11,965

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Revenue Sources

Fee for service revenue is derived from a variety of cost-recovery activities; ranging from the Forestry Administrative fee, which taxes research to provide support for the salaries of the financial clerks; to vehicle replacement accounts; to conference and workshop registration fees and expenses. Continuing Education revenue is derived from registration fees on a variety of continuing education activities. Major sources of research funds are Tri-Council funding, Sustainable Forest Management, federal and provincial government funding, and industry. Specific purpose funds are derived from industry and government support for specific purposes, i.e., BC Forum of Forest Economics and Policy. Endowment funds support a variety of core activities within the Faculty, including a significant number of faculty salaries and the Wood Products Processing Undergraduate Program. VP Academic and Provost Page 52 Faculty of Forestry THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

2007/08 Plans

Continue to strengthen our relations with our alumni and supporters. Attention to connecting with alumni throughout the province will remain a priority, as well as developing areas where our alumni can be more involved in mentoring our students and new graduates. Increase financial support available to our students through scholarships, bursaries, prizes and awards. Secure remaining $2.25 million of matching support required to establish the BC Leadership Chair in Advanced Forest Products Manufacturing Technology. Funding is to be finalized to complete the redevelopment of the Loon Lake Research and Education Centre. The focus will be on securing funding and in-kind materials for the new cabins as well as other infrastructural and landscape improvements. Strengthen support for forest economics and policy research in the Faculty through the BC Forum in Forest Economics and Policy, and the establishment of a Chair in Forest Resource Economics. Implement the Faculty’s new Aboriginal Forestry Strategy. In particular secure support for new the Aboriginal Coordinator and associated recruitment programs; student financial aid; and developing extension programs. Secure support for two Chairs in Forest Health – forest entomology and forest pathology - to fill Faculty retirements in these areas. Continue support for the Centre for Applied Conservation Research (CACR) and graduate education. Continue to increase the number of industry members for the CAWP Industry Partnership Program.

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Science in Forestry 40 4,257 47 4,174 Bachelor of Science in Natural Resources Conservation 131 4,257 122 4,174 Bachelor of Science Forestry 96 4,257 93 4,174 Bachelor of Science in Wood Products Processing 73 4,257 78 4,174 Other 6- 6-

2006/07 Actuals FTE3 4 Graduate Total 228

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 35,390 35,287

VP Academic and Provost Page 53 Faculty of Forestry THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

7. Faculty of Graduate Studies Dean pro tem Ann Rose

The previous dual mandates of the Faculty of Graduate Studies were separated into two units effective January 1st, 2007. What remains of the Faculty of Graduate Studies mandate is “to ensure the academic quality and integrity of UBC’s graduate programs, and provide centralized administrative services and support for graduate students and faculty members in UBC’s twelve Faculties”. This includes graduate student academic services, admissions, strategic recruitment, internal and external merit-based awards and scholarships administration, the graduate student professional development initiative, policy, appeals, curriculum development and approval, graduate education research and promotion, statistical analysis, records, PhD Defenses, graduation, and the work of the Graduate Council and its three standing committees. These responsibilities and services cover more than 8,500 masters and doctoral students in UBC’s 141 graduate programs.

The Faculty is also home to two residential Colleges – Green College and St. John’s College, and the interdisciplinary graduate program. We also administer the Advanced Studies portion of the Isaac Walton Killam Memorial Fellowships on behalf of the University.

2006/07** 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 1,025 4,282 - - - 1,456 412 7,175 -

Salaries Academic* 135 10 - - - - 156 301 -

Staff 805 1,129 - - - 224 58 2,216 -

Other - 11 - - - 5 - 16 -

Total Salaries 940 1,150 - - - 229 214 2,533 -

Other Expenses 85 3,132 - - - 1,051 178 4,446 -

Total Expenses 1,025 4,282 - - - 1,280 392 6,979 -

Interfund Transfers In (Out) ------(20) (20) - Operating Budget Surplus (Deficit) - - - - - 176 - 176 -

2006/07 Carryforward - 552 137 - - - (251) 438

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this. ** 2006/07 Budget is not presented here due to split of old Faculty of Graduate Studies into Faculty of Graduate Studies and the College for Interdisciplinary Studies. 2006/07 Budget is included in the budget table for the College for Interdisciplinary Studie

Budget Changes

As mentioned the old Faculty of Graduate Studies has been split in two, at the time of writing the GPOF budget split between the Faculty of Graduate Studies and the new College for Interdisciplinary Studies has not been finalized. Although some budget allocations have been indicated by the Provost’s Office there is still a lot of uncertainty which is impacting our ability to plan our year. The reduced resources will put additional strain on our reliance for Fees for Service revenues, this combined with the University introduction a new 2% overhead charge on Fees for Service revenue is like a double whammy hit for our Faculty. In budget terms fiscal 2007-08 will be a transition year, as we re-evaluate our priorities, review our remaining resources and align our priorities with our mission based on resources available. Our graduate Awards budget will see a significant increase in 2007-08 due to the new B.C. government funded “Pacific Century Graduate Scholarships”. The province has transferred the $5.7M for these new scholarships to the Faculty, it will be our responsibility to ensure these funds are disbursed over the next four years according to the core criteria requirements established by the provincial government and agreed to by the University. These awards are merit based graduate awards and will be awarded as part of our annual UGF adjudication. A portion of the UGF funds will be used to top-up these $10,000 scholarships to full scholarships. It should be noted that the Faculty of Graduate Studies has not received any funding to take on the additional marketing, adjudication and administrative duties for these.

VP Academic and Provost Page 54 Faculty of Graduate Studies THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Revenue Sources

The largest part of Fee for Service revenue comes from graduate application fees. Current fee levels are $90 for domestic applications and $150 for international applications. Application fees are waived for applicants from the twenty poorest nations as defined by the United Nations (UN). These fees are required to cover operational costs for application/admissions processing and administration, and are shared between the Faculty of Graduate Studies and the admitting graduate program/department. The majority of the carryforward funds in the Fees for Service category represent deferred Application Fees revenue to 2007/08 fiscal year; Specific purpose funds are for the delivery of sponsored conferences, programs, and events.

Merit Based Awards& Scholarships Budget

2007/08 Budget Merit Based Awards & Scholarships 2006/07 Budget Other - ($ in thousands) GPO END Total Total Annual Awards Total Revenue / Funding 16,161 2,739 18,051 36,951 33,531

Awards & Scholarships Expenses 16,161 2,707 17,903 36,771 33,363 Other Expenses (Conference, Travel) 600 600 Total Expenses 16,161 2,707 18,503 37,371 33,363 Interfund Transfers In (Out) - 979 Operating Budget Surplus (Deficit) - 31 (452) (421) 1,147

2006/07 Carryforward (360) 486 5,131 5,257

Revenue Sources

The Faculty of Graduate Studies is responsible for merit-based graduate awards at the Vancouver campus of the University of British Columbia. Graduate Awards manages a number of award competitions each year and administers payment of both internally- and externally-funded awards; The funding for these Scholarships from GPOF for the University Graduate Scholarships, the Graduate Entrance Scholarship and the PhD Tuition Fee Award. Other major sources of funds include internal endowments and major granting agencies.

2007/08 Plans

Search actively for a new Dean for the Faculty of Graduate Studies. Without an ongoing leader in place it is difficult to list priorities; Continue the Graduate Entrance Scholarship program, which completed its fifth year; In 2007-08 we will be surveying all graduate programs on the success of this initiative and re-evaluating its effectives, the portion of UGF funds dedicated to it, and make any changes recommended by the Graduate Council Standing Committee on Awards and Scholarships.

VP Academic and Provost Page 55 Faculty of Graduate Studies THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Enrolment

2006/07 Actuals FTE1 Graduate Total2 524

1 Graduate enrolment figures represent annualized FTE students 2 Graduate enrolment projections for 2007/08 not available at time of publishing

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 534 534

VP Academic and Provost Page 56 Faculty of Graduate Studies THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

8. College of Health Disciplines Principal pro tem Lesley Bainbridge

The College of Health Disciplines is recognized nationally and internationally as a leader in interprofessional education and associated research. The College develops, implements and evaluates interprofessional education initiatives that will enable future health care professionals to practice as skilled members of interprofessional teams, thereby improving collaboration and quality of care. The College has developed, and continues to nurture, community partnerships with Health Authorities to positively influence collaborative practice at the site of health service delivery. This unique partnership between the academy and service providers enables the College’s work in interprofessional education to reflect the realities of health care delivery in the education of health and human service students. The College works closely with its community partners to ensure that UBC’s role in interprofessional education helps to address issues that directly and indirectly affect patient care. College members work closely with national and international initiatives such as the Canadian Interprofessional Health Collaborative and InterEd, an international society aimed at sharing best practices and research globally. In addition to its education focus, the College is developing a research agenda linked to interprofessional education. Patient safety, primary health care, chronic disease management and health human resource needs are the key drivers behind interprofessional education and research. These imperatives are reflected in the College’s impact on education at the pre- and post-licensure levels for the health and human service professions and on research directions to continue to build the evidence base for interprofessional education for collaborative patient-centred care.

The Media Group, a division of the College is an ancillary enterprise. Budget for the Media Group may be found in the Ancillary Section of the budget summary book.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 1,241 155 1,192 - 4,939 2,884 49 10,460 10,434

Salaries Academic* 541 146 36 - 1,198 - 1 1,922 1,985 Staff 637 16 165 - 925 560 - 2,303 2,420 Other - 5 22 - 628 - - 655 766 Total Salaries 1,178 167 223 - 2,751 560 1 4,880 5,171 Other Expenses 63 (12) 253 - 2,188 2,241 3 4,736 5,016 Total Expenses 1,241 155 476 - 4,939 2,801 4 9,616 10,187 Interfund Transfers In (Out) - - 45 - - - - 45 87 Operating Budget Surplus (Deficit) - - 761 - - 83 45 889 334

2006/07 Carryforward 365 (143) 1,977 - 2,795 - 286 5,280

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Revenue Sources

Major sources of research funds are from the BC Ministry of Health, BC Ministry of Children & Families, Health Canada and other national granting agencies.

2007/08 Plans

Complete Practice Education Innovation Fund (PEIF) project Rural Academic Health Project and contribute to associated PEIF projects. Complete four on-line modules together comprising an e-orientation to interprofessional education and collaborative practice.

VP Academic and Provost Page 57 College of Health Disciplines THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Develop a framework for the interprofessional courses offered through the College, including a funding model. Contribute to the development of an Applied Masters in Health Education in partnership with Continuing Studies. Increase number of publications related to the work completed by College members. Seek research funding for two projects related to interprofessional education and collaborative practice. Present at conferences such as Collaborating Across Borders, Practice Makes Perfect, and U21 Health Sciences. Contribute to Canadian Interprofessional Health Collaborative activities as a national network emerges. Continue the work associated with In-BC, the Interprofessional Network of BC funded by Health Canada and the BC Ministry of Health. Determine the sustainability model for In-BC. Continue to develop the Aboriginal Capacity and Development Research Environment (ACADRE & CIHR). Conduct community consultations for the development of a patient-centred interprofessional education centre for active citizen and community participation in health professional education; develop a grant proposal; apply for seed funding. Complete faculty development workshops for involving patients in student learning within clinical settings. Find sustainable funding sources for the Talk to Your Doctor program. Continue to develop and investigate learning opportunities for health professions students within the Aboriginal community. Create a bibliography and develop a research agenda for patient / public engagement in health professional education. Develop an interprofessional Health Care Communication course to be offered through the College of Health Disciplines. Plan for the 2nd international conference – Where’s the Patient’s Voice in Health Professional Education? Coordinate international conference Practice Makes Perfect. Establish Practice Education journal. Completion of Psychosocial Oncology Interprofessional Project (Cycle two IECPCP funding). Complete Clinical Educators Research Project. Continue to develop Aboriginal Women’s Health and Healing Research Group concept paper on mentoring program for Aboriginal girls, research proposal on resilience of Aboriginal women, survey on Aboriginal women researchers, and to further develop gender based analysis framework. Continue Global Health Journal Club (for graduate students, senior undergraduates and faculty interest). Coordinate conference Global Health Challenges. Develop an undergraduate IHHS International Health course, with link to community service / mentorship opportunities. Establish Advisory Council and seminar series for the Centre for International Health. Centre for Health Services & Policy Research (CHSPR): − Coordinate 20th Annual Conference (2008): Topic – to be finalized; − Enhancement of Health Human Resources (HHR) research theme; − Population and Public Health Research Methods and Tools: A population based toolkit – enhancing the College’s ability to use routinely collected census data (CIHR) - extended; − Population and Public Health Research Methods and Tools: Measuring and reporting on the achievement of equity in health, health care and health care funding (CIHR) – extended.

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 1,012 1,012

VP Academic and Provost Page 58 College of Health Disciplines THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

9. College for Interdisciplinary Studies Acting Principal Timothy McDaniels

In the fall of 2006, UBC Senate approved a motion by the Senate Academic Policy Committee to split the two mandates that had directed the Faculty of Graduate Studies since 1949. The Senate motion would establish a new College for Interdisciplinary Studies (CFIS) to advance UBC’s leadership in interdisciplinary research and teaching, and a Faculty of Graduate Studies dedicated to serving UBC’s graduate students and graduate programs. The Board of Governors approved the motion and the restructuring took effect January 1, 2007.

The mandate given to the College by the Senate was ambitious. CFIS would facilitate and support interdisciplinarity campus-wide, and as part of that mandate, would serve as a place for the creation, development, and dissemination of new and important scholarly activities which advance the interests of UBC as a whole according to its Trek 2010 strategic vision.

The College is headed by a Principal overseeing two interdisciplinary schools, fourteen research institutes and centres, two interdisciplinary residential colleges, and thirteen interdisciplinary graduate programs. The College is home to over eighty faculty members, many with joint appointments in other UBC Faculties, plus almost 600 research associates, adjunct professors, post-doctoral fellows, visiting scholars, and faculty associates, as well as 648 Master’s and PhD students.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 5,373 573 1,002 - 49,581 2,949 59,478 50,117

Salaries Academic* 3,445 78 336 - 7,570 1,556 12,985 10,834 Staff 1,465 118 276 - 5,848 208 7,915 7,780 Other 196 14 13 - 3,967 49 4,239 2,969 Total Salaries 5,106 210 625 - 17,385 1,813 25,139 21,583 Other Expenses 267 361 409 10 37,344 627 39,018 37,218 Total Expenses 5,373 571 1,034 10 54,729 2,440 64,157 58,801 Interfund Transfers In (Out) - - 32 10 124 - 166 226 Operating Budget Surplus (Deficit) - 2 - - (5,024) 509 (4,513) (8,458) CFI & Corporate Sponsors Funding** - - - - 5,148 - - 8,927 Net Operating Budget Surplus (Deficit) - 2 - - 124 509 (4,513) 469

2006/07 Carryforward (160) 620 1,842 (34) 42,889 1,471 46,628

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this. **Adjustment in 2006/07 relates to a cash flow timing difference in the CIRS capital project.

Budget Changes

The budget split between the Faculty of Graduate Studies and CFIS is still to be finalized, impacting comparisons between the 2006/07 and 2007/08 budgets. Some budget allocations have been provided by the Provost’s office, however the split will affect the college’s ability to benefit from economies of scale and access to funding previously available with the joint graduate studies budget.

Revenue Sources

The College for Interdisciplinary Studies has three sources of funding support: GPO, research grants, and endowments. The College had some fee for service accounts while it was joint with the Faculty of Graduate Studies, but as an independent entity CFIS does not foresee the generation of such revenues and thus is discontinuing these accounts. The College does not receive ISI funds given that there are no undergraduate

VP Academic and Provost Page 59 College for Interdisciplinary Studies THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

programs within the College. It currently does not receive awards funding, but may establish some in the future.

2007/08 Plans

In light of the mandate given to CFIS by the Senate, the College is committing this year to establishing the structure and support for a renewed vision for UBC’s interdisciplinary activities. This includes setting up the Senate required Committee on Interdisciplinarity, renewing the College Advisory Council, and planning a more public launch of the College in the fall of 2007 with an interdisciplinary symposium and new publication. However, with the death of the College Principal in June of 2007, CFIS will be working closely with the Provost in search of a new leader, at the same time as ensuring that progress continues toward the full Senate mandate.

The College’s budget remains under discussion with the Provost’s office to ensure CFIS is sustainable and able to meet its Senate directed mandate.

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 66,006 63,502

VP Academic and Provost Page 60 College for Interdisciplinary Studies THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

10. Faculty of Land and Food Systems Dean Murray Isman

“The Faculty of Land and Food Systems. Grounded in Science. Global in Scope”.

The mission of the Faculty of Land and Food Systems is to use student-centered learning to educate new generations of scientists and scholars capable of solving the most fundamental issues faced by society – those focused around human health, a safe and sustainable food supply, and the responsible use of finite land and water resources. The Faculty takes a systems-based approach that recognizes the interconnectedness of food production, environmental stewardship, and human health and well-being. The Faculty’s programs and research activities span the entire spectrum from organic agriculture to the development and use of genetically-modified organisms, and encourages its students to engage in healthy debate surrounding the most controversial issues in agriculture today. Three undergraduate programs lead to the BSc degrees in: (1) Agroecology; (2) Food, Nutrition and Health; and, (3) Global Resource Systems. Graduate degrees (MSc, PhD) are offered in the traditional agricultural disciplines (soil, food, animal and plant sciences) and Food and Resource Economics (MSc), plus the newest degree program (MSc, PhD) Integrated Studies in Land and Food Systems. Major research foci include the Animal Welfare Program, Botanical Garden and Centre for Plant Research, Dairy Education and Research Centre (with Agriculture and Agri-food Canada, Agassiz), Centre for Aquaculture and Environmental Research (with Fisheries and Oceans Canada, West Vancouver), Wine Research Centre, and the Centre for Sustainable Food Systems (at UBC Farm).

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 6,791 2,770 812 - 6,063 1,012 17,448 16,033

Salaries Academic* 3,701 5 107 - 1,470 300 5,583 5,878 Staff 2,324 674 365 - 1,136 57 4,556 3,877 Other 243 33 62 - 771 5 1,114 917 Total Salaries 6,268 712 534 - 3,377 362 11,253 10,672 Other Expenses 953 1,624 (101) 3 2,686 342 5,507 4,774 Total Expenses 7,221 2,336 433 3 6,063 704 16,760 15,446 Interfund Transfers In (Out) 430 (279) 91 3 - (180) 65 (12) Operating Budget Surplus (Deficit) - 155 470 - - 128 753 575

2006/07 Carryforward (1,738) 212 4,497 - 3,322 721 7,014

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

The Faculty was awarded $3.45 million in December 2006, the amount allocated to UBC as part of the national Vitamin Class Action. These funds will be spent on vitamin-related research in the Faculty over the next eight years.

Revenue Sources

Fee for service revenue is derived from the UBC Botanical Garden, the Dairy Education and Research Centre at Agassiz, and the International Student Initiative. Major sources of research funds are: NSERC, CIHR, Genome Canada, Canadian Foundation for Climate and Atmospheric Sciences and First Ventures Capital. Specific purpose funds are derived from the Teaching and Learning Enhancement Funds (TLEF) and donations.

VP Academic and Provost Page 61 Faculty of Land and Food Systems THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

2007/08 Plans

Recruit three new faculty members to the Food, Nutrition and Health program in the areas of molecular microbiology/food safety, applied human nutrition/nutrigenomics, and clinical nutrition/dietetics. One of these positions will be a Canada Research Chair (Tier II). Compete with other Canadian universities for a faculty position in Poultry Welfare funded by Agriculture and Agri-Food Canada. This position would bolster our Animal Welfare Program and Avian Research Centre. Seek a permanent commitment (site or sites as part of the Vancouver Campus Plan) from the University for the Faculty’s land-based academic activities. These include the UBC Botanical Garden and Centre for Plant Research, the UBC Farm and Centre for Sustainable Food Systems and the Plant Science Field Laboratory.

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Science in Global Resource Systems 66 4,257 60 4,174 Bachelor of Science in Food, Nutrition and Health 651 4,257 648 4,174 Bachelor of Science in Agroecology 124 4,257 135 4,174 Other 9- 9-

2006/07 Actuals FTE3 4 Graduate Total 130

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 23,820 15,876

VP Academic and Provost Page 62 Faculty of Land and Food Systems THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

11. Faculty of Law Dean Mary Anne Bobinski

The Faculty of Law was opened in September 1945 and is the second largest English-language law faculty in Canada. Its degree and teaching programs include the Bachelor of Laws (LL.B), the LL.B./M.B.A. Program, offered jointly with the Sauder School of Business, the LL.B./M.A.P.P.S. Program, offered jointly with the Institute of Asian Research, two Masters of Law (LL.M.) degrees (one course-based, the other thesis-based), and the Doctor of Laws (Ph. D.) degree.

The study of law lies at the foundation of a democratic and civil society. UBC Law provides an outstanding legal education, with a comprehensive and progressive curriculum that emphasizes foundational knowledge, scholarly innovation and professional skills development. Today, in an age of rapid change, when technological advancements and innovative approaches are transforming virtually every field of human endeavour, the study of law is also changing and evolving; yet the promotion of justice, fairness, equality and public service remains the cornerstone of our profession and the basis of legal education.

The Faculty of Law is home to a number of nationally and internationally prominent research centres and teaching programs, including the Centre for Asian Legal Studies, the Centre for Feminist Legal Studies, the National Centre for Business Law, and the Centre for Global Environmental and Natural Resource Law. The Faculty also hosts the UN-affiliated International Centre for Criminal Law Reform and Criminal Justice Policy and the B.C. Law Institute.

Faculty members are highly respected for their significant contributions to scholarship and the profession, on both the national and international stages. Students acquire wide-ranging perspectives on law and society. Graduates assume leadership positions in the legal profession as well as in government, non-profit organizations and business entities. The Faculty’s staff members provide the support to move forward these diverse initiatives.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 7,187 379 538 - 723 445 9,272 8,720

Salaries Academic* 5,664 - 4 - 175 86 5,929 5,380 Staff 1,246 - 101 17 136 - 1,500 1,097 Other 208 - 15 - 92 - 315 170 Total Salaries 7,118 - 120 17 403 86 7,744 6,647 Other Expenses 69 354 418 49 320 359 1,569 1,917 Total Expenses 7,187 354 538 66 723 445 9,313 8,564 Interfund Transfers In (Out) - - - 66 - - 66 (42) Operating Budget Surplus (Deficit) - 25 - - - - 25 114

2006/07 Carryforward 409 1,321 933 - 738 881 4,282

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Revenue Sources

Fee for service revenue is derived from Admission Fees, ISI, and the sale of course materials through the Distribution Centre; Major sources of external research funds include SSHRC, Canada Research Chairs, and the Hampton Research Endowment Fund. Some other major sources of research funds, e.g., TSX support for research in the National Centre for Business Law are not captured in this document because they are managed through other accounts, e.g., donations;

VP Academic and Provost Page 63 Faculty of Law THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Specific purpose funds are derived from Law Foundation grants, donations from Alumni and law firms, and revenues from special events.

2007/08 Plans

The Faculty of Law’s plans for 2007/08 include a broad range of initiative and activities, including:

Hire new faculty members in areas of critical need and to support the continued growth of interdisciplinary research and teaching; Continue the implementation, evaluation, and modification of our new curriculum for professional law degree students; Continue to develop new joint degree programs and other joint ventures with other global law schools; Move the Faculty’s new building project ahead through fundraising activities, architect selection and building design; Continue the Faculty’s strategic planning initiative; Participate in an external review of the Faculty’s mission, programs, and activities; Obtain additional resources through fundraising and other initiatives to support student aid and other faculty priorities.

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Post-Baccalaureate Programs Bachelor of Laws3 607 9,551 623 9,364 Other 37 - 37 -

2006/07 Actuals FTE4 5 Graduate Total 53

1 Enrolment figures (projections and actuals) are based upon 30-credit FTEs as of Nov 1 2 Tuition fees represent typical fee for normal load 3 Bachelor of Laws program has graduated tuition levels. The fee applicable to the latest entrance date is listed above. 4 Graduate enrolment figures represent annualized FTE students 5 Graduate enrolment projections for 2007/08 not available at time of publishing

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 8,178 7,898

VP Academic and Provost Page 64 Faculty of Law THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

12. Faculty of Medicine Dean Gavin Stuart

The Faculty of Medicine – “Through knowledge, creating health”.

The mission of the Faculty is “Together we create knowledge and advance learning that makes a vital contribution to the health of individuals and communities locally, nationally and internationally”. The Faculty of Medicine at UBC is a dynamic component of one of Canada's most exciting, innovative public universities, and the only medical school in the province of British Columbia. Faculty members from 17 academic departments and two schools, Audiology & Speech Sciences and Rehabilitation Sciences, are actively engaged in leading-edge research, education, and community service on university and hospital campuses across the province.

Established in 1950, the Faculty offers programs and courses at the undergraduate and/or graduate level in Medicine, the Life Sciences, Audiology and Speech Language Pathology, Occupational and Physical Therapy, Health Administration, Health Care and Epidemiology, Laboratory Science, and Midwifery.

The Faculty also administers the training programs in Family Medicine and 62 clinical specialties and subspecialties recognized by the Royal College of Physicians and Surgeons of Canada, and the College of Family Physicians of Canada. The Faculty's Division of Continuing Professional Development and Knowledge Translation provides lifelong learning and professional development opportunities for practicing physicians through their careers and leads research in the areas of knowledge translation and technology-enabled learning.

Researchers in the Faculty of Medicine attracted more than 40% of UBC's total research funding in 2006/07, of which a portion is shared and located in health institutions. Major research themes include: cancer/genomics, cardiovascular/pulmonary, infection/immunity, neurosciences, and proteomics/bioinformatics.

The challenges facing the Faculty include funding of the School of Rehabilitation Science whose accreditation is highly dependent on being able to obtain permanent and sustainable support; general purpose operating (GPO) budget reductions have resulted in elimination of some academic programs and limited the recruitment of faculty and staff thus, reducing the quality of service in program delivery; and the inability to retain faculty resulting from the temporary nature of grant tenure positions.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 70,872 67,625 79,800 - 224,279 5,948 448,524 344,152

Salaries Academic* 39,004 27,646 7,881 - 38,335 2,632 115,498 99,368

Staff 10,681 15,917 3,283 - 29,615 227 59,723 52,076

Other 113 2,465 84 - 20,089 42 22,793 18,586

Total Salaries 49,798 46,028 11,248 - 88,039 2,901 198,014 170,030

Other Expenses 9,622 19,237 53,829 111 131,432 1,480 215,711 145,615

Total Expenses 59,420 65,265 65,077 111 219,471 4,381 413,725 315,645

Interfund Transfers In (Out) 2,050 (1,109) (332) 111 48 (491) 277 (476)

Operating Budget Surplus (Deficit) 13,502 1,251 14,391 - 4,856 1,076 35,076 28,031

2006/07 Carryforward** 16,509 21,668 35,695 - 138,638 8,284 220,794

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this. ** 2006/07 Carryforward funds in GPO are undergraduate medical education expansion funds held in trust at UBC and will be distributed to various programs like the VFMP, IMP, and NMP.

Budget Changes

The increase in revenue is primarily explained by increased GPO, research and specific purpose funding. Additional GPO funds are provided by the Ministry of Advanced Education to support the expansion of the VP Academic and Provost Page 65 Faculty of Medicine THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Undergraduate Medical Education (UGME) program. The expansion funds are distributed between the Vancouver-Fraser Medical Program, the Island Medical Program and Northern Medical Program. The Faculty expects an increase in research funding from 06/07 and increased Canada Foundation for Innovation (CFI) funding. Meanwhile, more funds are to be received from the Ministry of Health to maintain the expansion of the Postgraduate Medical Education (PGME) program. As both UGME and PGME expand, both units will provide funding to distributed sites of clinical medical education. Increase in GPO expenses is associated with the UGME expansion program. There will also be a one-time GPO budget reduction in 07-08 to cover the UBC cash call. Most of the cash call will be funded by vacant faculty slots, thereby, restricting the recruitment this fiscal year. With an increase in research funding, the Faculty predicts a proportionate increase in its expenses as well. Research expenses were projected based on historical ratios. As to the Postgraduate Medical Education Program, resident salaries are expected to increase in accordance with the PAR-BC agreement. Other Postgraduate Medical Education Program expenses are also projected to increase based on historical trends.

Revenue Sources

Fee for service revenues mainly come from the Ministry of Health Alternate Payment Program which reimburses the salary and benefits of physicians providing clinical services and overhead funding which supports costs of clinical practice; affiliated hospitals and other related agencies that support a portion of the salaries and benefits of cross-appointed faculty and staff; and from contractual agreements inside and outside of Canada, that support residents and fellows not funded by the Ministry of Health. Part of the revenue also comes from billings for facilities and laboratory services to hospitals, agencies, private insurance agencies, and various UBC departments; Major sources of research funds include funding from Tri-Council; CFI and its matching funding; funding from other governmental granting agencies from Canada, USA and other foreign countries; funding from non- profit organizations and industries from Canada, USA and other foreign sources; funding from affiliated hospitals; and UBC internal; Specific purpose funds are mainly from the Ministry of Health funding toward Postgraduate Medical Education Program, non-research contracts, donations, and from UBC Teaching and Learning Enhancement Fund (TLEF) Awards.

2007/08 Plans

Renovate the Friedman Building, which will be the site for two schools under the Faculty – Audiology and the Division of Physical Therapy. Both schools are involved in fundraising efforts as they prepare to move into their new sites in the summer of 2008; Implement the School of Audiology and Speech Sciences’ new M.Sc. curriculum for the second year and begin to evaluate the outcomes of the new curriculum. Additional funding for two M.Sc. students will be provided by the Ministry of Advanced Education; Change the governance to disestablish the School of Rehabilitation Sciences and create two independent departments: the Department of Physical Therapy and the Department of Occupational Sciences and Occupational Therapy. This was approved by the Faculty and forwarded to the Senate in May; Recruit jointly by the Faculties of Science and Medicine for a Director for the Life Sciences Institute (LSI), a premier centre of outstanding research housing over ninety faculty members and their research groups; Commence an extensive, collaborative functional planning initiative by the Brain Research Centre toward the development of new facilities for neurosciences, mental health, and addiction at the UBC hospital site.

VP Academic and Provost Page 66 Faculty of Medicine THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Medical Laboratory Science 51 4,257 51 4,174 Bachelor of Midwifery 37 4,257 35 4,174 Other 2- 2-

Post-Baccalaureate Programs Doctor of Medicine (MD)3 863 14,566 767 14,280 Resident 904 345 904 339

2006/07 Actuals FTE4 5 Graduate Total 764

1 Enrolment figures (projections and actuals) are based upon 30-credit FTEs as of Nov 1 2 Tuition fees represent typical fee for normal load 3 Doctor of Medicine program has graduated tuition levels. The fee applicable to the latest entrance date is listed above. 4 Graduate enrolment figures represent annualized FTE students 5 Graduate enrolment projections for 2007/08 not available at time of publishing

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 129,973 119,624

VP Academic and Provost Page 67 Faculty of Medicine THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

13. Faculty of Pharmaceutical Sciences Dean Robert Sindelar

The mission of the Faculty of Pharmaceutical Sciences is “to advance knowledge, health care outcomes, and the profession through leadership and innovation in research, education and scholarly activity in the pharmaceutical sciences”. The University of British Columbia’s Faculty of Pharmaceutical Sciences is where medication experts come to learn and discover. The Faculty strives to enhance the health and well being of the residents of the province, nation and beyond, by dedicating itself to continuously improving standards of professionalism in pharmacy practice, learning and research. It holds international recognition for its contributions to research in the pharmaceutical sciences and the quality of its undergraduate program for students planning careers in pharmacy. The Faculty has one of the highest pharmacy program undergraduate enrolments in Canada and continues to be under significant pressure from the profession to double its intake of first year students. The BC government has also made additional pharmacy seats a priority. The Faculty is making significant progress in advancing a new vision that will change the landscape of pharmaceutical education and research in our province through our Bridge to Innovation initiative and the creation of a provincial Centre for Drug Research and Development (CDRD). It is also the site of the first Doctor of Pharmacy (Pharm.D.) program in Canada, a two-year, full-time post baccalaureate degree providing advanced education in clinical pharmacy practice. Graduates from the Faculty’s programs serve in advanced pharmacy practice roles in hospitals, ambulatory care sites, primary care, academia, managed care, government, consulting, industry and health care agencies.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 5,239 457 2,484 - 6,565 382 15,127 14,383

Salaries Academic* 3,618 29 241 - 1,592 89 5,569 4,937 Staff 503 138 1,234 - 1,230 21 3,126 3,161 Other 192 4 7 - 834 - 1,037 905 Total Salaries 4,313 171 1,482 - 3,656 110 9,732 9,003 Other Expenses 926 286 646 13 2,909 38 4,818 4,590 Total Expenses 5,239 457 2,128 13 6,565 148 14,550 13,593 Interfund Transfers In (Out) - - - 13 261 (226) 48 133 Operating Budget Surplus (Deficit) - - 356 - 261 8 625 923

2006/07 Carryforward - 797 1,419 - 5,648 248 8,112

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Revenue Sources

Fee for service revenue are derived from major hospitals and other related agencies, which support a portion of the salaries of cross appointed faculty for their clinician roles; application fees for the undergraduate, Pharm.D. and residency programs; and undergraduate program practice fees; Major sources of research funds are CIHR, the Heart & Stroke Foundation, and pharmaceutical companies; Specific purpose funds are administered on behalf of the BC Drug and Poison Information Centre, which is governed by the Provincial Health Services Authority, Ministry of Health Services.

2007/08 Plans

The Faculty of Pharmaceutical Sciences will continue to work with the University, Ministry of Advanced Education and Ministry of Health on the number one goal of the Faculty’s strategic plan to expand the number of first year seats and to have a new building to house the Faculty and the Centre for Drug Research and Development.

VP Academic and Provost Page 68 Faculty of Pharmaceutical Sciences THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Science in Pharmaceutical Sciences3 627 8,160 612 8,000

2006/07 Actuals FTE4 5 Graduate Total 54

1 Undergraduate enrolment figures (projections and actuals) are based upon 30-credit FTEs as of Nov 1 2 Tuition fees represent typical fee for normal load 3 Bachelor of Science in Pharmaceutical Sciences program has graduated tuition levels. The fee applicable to the latest entrance date is listed above. 4 Graduate enrolment figures represent annualized FTE students 5 Graduate enrolment projections for 2007/08 not available at time of publishing

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 8,210 8,210

VP Academic and Provost Page 69 Faculty of Pharmaceutical Sciences THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

14. Sauder School of Business Dean Daniel F. Muzyka

The mission of the Sauder School of Business is “to provide value to the business community through the creation of ideas and methods that improve the way business is being done; and a competitive advantage to our students, through education programs that impart vital business knowledge and skills and open the door to opportunities”. The School is committed to being a leading international centre for the creation, teaching, and application of new innovative management thinking. The beneficiaries of the School’s dedication and success are students, community, peers, and global business. This year marks the Faculty’s 50th anniversary; the Sauder School of Business is poised to take its place as one of the world’s foremost management schools with a reputation for providing a highly distinctive education and breakthrough ideas in support of management.

The School’s degree programs include the award winning and internationally ranked Masters of Business Administration (MBA), offered in a full or part-time formation and internationally in Shanghai, the Bachelor of Commerce (BCom), and leading doctoral and research based masters programs.

The School received a $1.5 million gift from Canaccord Capital to establish the Canaccord Learning Commons at the Sauder School of Business, David Lam Management Research Centre. The gift honours Canaccord chairman and founder Peter Brown, Vancouver business leader and former chair of the UBC Board of Governors. This gift will create a revitalized space of learning and research for students, faculty, researchers and community members that expands the notion of the library beyond its traditional borders, incorporating new technologies and innovated physical spaces. Hari B. Varshney made a $1 million gift to establish an enhanced Business Career Centre at the Sauder School of Business. The Hari B. Varshney Business Career Centre will connect students with employers as a venue for company recruiting, career planning workshops, job interviews, and info sessions.

The BCom Co-op program has recently expanded to include the opportunity to integrate classroom learning with relevant and paid work experience in the area of Finance. Students will gain twelve months work experience in Finance by time of graduation along with developing valuable employment contacts to enhance job/career prospects in Corporate Finance and Investment. The School successfully introduced a new MBA specialization in Sustainability. For Fall 2007 the School expects to offer eight specializations and four sub-specializations in the full time MBA program. The Sauder School of Business continues to celebrate and build on its relationships with alumni and held the third Annual Sauder Alumni Gala and inducted four prominent business leaders as Honorary Fellows to the Sauder School.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 19,179 19,213 3,445 - 2,916 2,561 47,314 39,976

Salaries Academic* 14,119 3,216 272 - 707 1,360 19,674 14,892 Staff 1,453 3,609 331 - 546 82 6,021 6,501 Other 364 188 55 - 371 4 982 1,113 Total Salaries 15,936 7,013 658 - 1,624 1,446 26,677 22,506 Other Expenses 3,243 9,231 1,019 - 1,292 236 15,021 14,141 Total Expenses 19,179 16,244 1,677 - 2,916 1,682 41,698 36,647 Interfund Transfers In (Out) - 808 - - 32 - 840 819 Operating Budget Surplus (Deficit) - 3,777 1,768 - 32 879 6,456 4,148

2006/07 Carryforward 35 14,212 3,966 - 4,289 4,668 27,170

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

VP Academic and Provost Page 70 Sauder School of Business THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Budget Changes

General Purpose - For the past five years the School has experienced increased enrollments in the Part Time MBA program held at UBC Robson Square campus. Not only does this program provide the business school with a downtown presence but it also contributes to the increased funding the School has received in its general purpose operating fund. Salary increases for faculty and staff costs have also contributed to the increase in funding from the University. Fee for Service – For the past three years the International Students Initiative (ISI) allocation has increased 46%. Continuing Studies – The School have seen a growth in its’ Professional Programs area with additional custom programs in Executive Education and increased enrollments in the Real Estate and Diploma in Accounting Programs. The School will see an increase in academic salaries as it utilizes more of its own faculty and sessionals in delivering the programs in this area. Endowment – Professorship stipends have been increased to 2/9th of a Chair holder’s annual salary.

Revenue Sources

Fee for service revenue is derived from International Partnership Opportunities: China-Hong Kong Business Studies Network, Korea University-UBC Joint Academic Program, Tec de Monterrey-UBC Joint Academic Program, and UBC International MBA (Shanghai). ISI funding supports a portion of faculty and staff salaries, and the recruitment of international students. Application fees support MBA programs and BCom Broad Based Admissions. Major sources of research funds are the Social Sciences and Humanities Research Council (SSHRC), Natural Science and Engineering Research Council (NSERC), UBC Humanities and Social Sciences, and Hampton Funds. The Sauder School of Business leads Canadian business schools with over $1.45 million in grants for 2007-2008. The impact of this research on management thinking has resulted in 400 research papers and twenty books since 1995 alone. The Faculty's specialized business research centres work with leading companies to apply new knowledge to practice and the classroom. Specific purpose funds are from the Business Families Centre, Centre for Operation Excellence, Centre for Health Care Management, W. Maurice Young Entrepreneurship, and Venture Capital Research Centre. Other funds are derived from Executive Education, which delivers a broad range of training and development programs for both the public and private sectors. Programs include short business seminars, one week residential management development programs, and the rigorous three week Residential Program for Executive Development. The Real Estate Division (RED) programs deliver British Columbia's (and much of Canada's) real estate educational programming and include pre-licensing courses, a four year Urban Land Economics Diploma Program, a nationally recognized Certificate Program in Real Property Assessment, and a national correspondence program for Real Property Appraisal.

2007/08 Plans

Sauder School of Business’ primary project for the next two to four years is the rebuilding of its learning and research complex. The Faculty is embarking on a proposed $65 million expansion of the existing facility at UBC. The upgrade includes new space for graduate programs and the addition of 55,000 square feet to the existing 267,000 square foot building. The School will continue to connect with its Alumni. It is committed to cultivating a lifelong relationship between faculty, students, alumni, and the business community both nationally and internationally. Viewpoints, the School’s Alumni magazine, will be published three times a year and distributed to more than 24,000 alumni and friends around the world. Other areas of improvement in the School’s academic programs over the next twelve months will be primarily focused on improving the support services for its students in such areas as career services, knowledge services (through the dedicated David Lam Business Library), professional development opportunities, etc.

VP Academic and Provost Page 71 Sauder School of Business THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

These are particularly important and relevant areas for business school students and enhance their general learning as well as support their learning in traditional subject areas. The School continues to move ahead with the introduction of new technological infrastructure in support of learning and will do so through the introduction of new electronic classrooms, which can be linked to other facilities around the world. In early 2008 the School will install video conferencing into the Robson Square facilities. BCom Degree with combined major in Computer Science will be jointly offered by the Sauder School of Business and the UBC Department of Computer Science. The degree is developed in response to a growing demand for graduates who possess a strong foundation in both computer science and business. The combined program is aimed at students with career aspirations in higher management IT sector positions. Demand for the program is significant with over 400 students applying this year for limited seats. Building on the Sauder School’s designation as Canada’s leading business school for research and its recognition internationally for the quality of its research faculty, the School is introducing a new Commerce Scholar’s Program aimed at top performing undergraduate students who have an interest in learning about and engaging in the research process first hand. Features of the program including faculty mentor/student match; paid research assistantships; new research methods course and opportunities to attend and present major papers at research conferences. The program is designed especially for students considering advanced post-graduate study and/or careers in academia or consulting. Strategy Consulting Mentorship Program will provide an opportunity for Sauder undergraduate students to prepare for and interview with the top strategy consulting firms globally. The program selects promising students to work with experienced Sauder alumnus/instructors to build skills necessary for success in the consulting industry -- including honing leadership and teamwork skills and intensive case-based interview preparation. Successful students will be offered internships during their program at leading consulting firms. Building on last year’s successful Social Entrepreneurship 101 Africa program in Kiberia, Kenya – a Sauder- led initiative that enables students to work in Africa on development issues, the program has been expanded this year to Swaziland, South Africa. Three student teams in collaboration with a faculty member will prepare lesson plans and travel to rural South Africa this summer to mentor local youth through the business plan development process with the objective of building career development in the region.

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Commerce 1,647 6,308 1,632 6,184 Other3 473 - 473 -

2006/07 Actuals FTE4 5 Graduate Total 260

1 Undergraduate enrolment figures (projections and actuals) are based upon 30-credit FTEs as of Nov 1 2 Tuition fees represent typical fee for normal load 3 Other category primarily represents the following certificate/diploma programs: Accounting, Urban Land Economics, and Real Property Valuation 4 Graduate enrolment figures represent annualized FTE students 5 Graduate enrolment projections for 2007/08 not available at time of publishing

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 52,385 49,332

VP Academic and Provost Page 72 Sauder School of Business THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic & Provost

15. Faculty of Science Dean Simon Peacock

Meeting the most important scientific challenges we face as a society require that we transcend traditional scientific disciplines and reach beyond the sciences to connect with the social sciences, engineering and humanities. Over the past several decades, we have learned that the complex biogeochemical cycles that connect the Earth’s major “spheres” (atmosphere, biosphere, hydrosphere, and lithosphere) are increasingly disturbed by, and in some cases dominated by, human activities. It is no longer possible to study many planetary- scale processes, such as atmospheric chemistry, without understanding and incorporating into our models the impact of humans on these processes. Indeed, the largest uncertainties with respect to global warming are not scientific uncertainties, but human uncertainties. Each of the nine departments in the Faculty of Science is committed to multi-department interdisciplinary research and learning initiatives, many including links outside of Science. Science has been the most active and successful of all the faculties in technology transfer, reaping substantial benefits for the University and community. The Faculty has worked hard to take the maximum advantage of research funding opportunities, and has been very successful. To maintain this excellence in teaching and research, the Faculty has recruited exceptionally talented new faculty, including a substantial increase in the number of women in Science.

On January 1, 2007, Nobel laureate Carl Wieman officially joined UBC to lead a major science education initiative focused on undergraduate student learning. This initiative seeks to transform the way our departments approach teaching by incorporating the latest research on science learning and new educational technologies. Co-op education is an important component of the learning experience. Opportunities are available in almost every undergraduate science program, and the number of students participating in co-op programs is growing rapidly, as is the number of international co-op placements available. The outreach programs and international recruiting activities have helped the Faculty to attract the most talented domestic and international students. Significant new resources have been devoted to improving the undergraduate programs, and this will continue to be an important focus for the Faculty of Science in the coming years.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 51,172 6,487 663 2,777 119,944 876 181,919 140,179

Salaries Academic* 36,565 1,354 200 - 17,499 304 55,922 48,528 Staff 8,813 920 909 - 13,518 100 24,260 22,469 Other 5,431 46 164 - 9,170 7 14,818 13,554 Total Salaries 50,809 2,320 1,273 - 40,187 411 95,000 84,551 Other Expenses 1,655 1,518 (309) 5,799 81,867 304 90,834 67,636 Total Expenses 52,464 3,838 964 5,799 122,054 715 185,834 152,187 Interfund Transfers In (Out) 1,466 (2,287) 378 276 1,433 - 1,266 881 Operating Budget Surplus (Deficit) 174 362 77 (2,746) (677) 161 (2,649) (11,127) CFI/BCKDF Funding** ------16,173 Net Operating Budget Surplus (Deficit) 174 362 77 (2,746) (677) 161 (2,649) 5,046

2006/07 Carryforward 858 6,347 4,285 7,155 90,507 1,751 110,903

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this. **Adjustment in 2006/07 relates to a cash flow timing difference in the Beatty Biodiversity Research Centre capital project.

Budget Changes

Total revenue increase of $41.7 million is due to an increase in Sponsored Research of $54.7 million, offset by a decrease in Capital funding of $13.5 million. The increase in Sponsored Research funding is due to CFI, KDF, matching funds for the Integrated Biodiversity Laboratory, and Centre for Disease Modeling. The decrease in Capital funding is due to the timing of Biodiversity Research Centre funding;

VP Academic and Provost Page 73 Faculty of Science THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Budgeted salaries increased by $10.4 million in 2008. This increase is due to negotiated wage increases of approximately 5% ($4.2 million), and an increase in Sponsored Research funding of $6.0 million; Other Expenses increase of $23 million is mainly due to an increase in Sponsored Research expenses of $53 million, offset by a decrease in Capital expenses of $26.7 million. The increase in Sponsored Research is due to building construction and equipment expenses associated with the Integrated Biodiversity Laboratory and the Centre for Disease Modeling. The decrease in Capital is due to decreased expenses as the construction of the Biodiversity Research Centre progress; Sponsored Research fund has a budgeted deficit of $0.7 million due to slightly over estimated salary and non- salary expenses; Capital fund has a budgeted deficit of $2.7 million due to funding lag relating to the CFI – donor driven Biodiversity Research Centre.

Revenue Sources

Fee for service revenue is primarily generated through the ISI. This funding has enabled the Faculty to recruit top scientists in each area through the provision of competitive start-up packages; enabled departments to hire an additional fourteen women appointed on NSERC University Faculty Awards (awards provide approximately 40% of the salaries, with the balance coming from ISI funds); and enabled the creation and expansion of the Science Centre for Learning and Teaching; The major source of research funds is NSERC. Other sources include CIHR, Networks of Centres of Excellence (NCE), BCKDF, Genome British Columbia, and the Michael Smith Foundation; Specific purpose funds are derived from the TLEF, as well as from donations.

2007/08 Plans

Commenced construction of the Beaty Biodiversity Research Centre and Museum, with a projected completion date of Summer 2009; Obtained Executive II approval for a 130,000 sq ft physical sciences complex, the Earth Systems Science Building. The Faculty will seek Board I approval shortly, and fund-raising efforts are well underway; Plan to recruit eight new faculty hires in five departments (Botany, Chemistry, Earth & Ocean Sciences, Mathematics and Physics & Astronomy).

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Science 5,272 4,257 5,418 4,174 Bachelor of Computer Science 46 4,257 46 4,174 Other 82 - 82 -

2006/07 Actuals FTE3 4 Graduate Total 1,030

VP Academic and Provost Page 74 Faculty of Science THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 19,533 18,174

VP Academic and Provost Page 75 Faculty of Science THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Academic and Provost 16. University Library University Librarian Pro Tem Peter Ward

The UBC Library consists of distributed branches across the Vancouver and Okanagan campuses, as well as downtown Vancouver. The Library is an active and integral partner with students, faculty, and staff in attaining UBC’s mission and goals as outlined in Trek 2010. Library staff develop, organize, and manage the infrastructure, services, and access to knowledge and information that are critical in a University dedicated to distinctive learning, outstanding teaching, and leading-edge research. The Library provides both physical and virtual access to its robust print and electronic collections. As technology evolves, the Library continues to develop its service models to meet the academic and research needs of its users. The Library serves and collaborates with a large and diverse community, on and off campus, as well as Canada and beyond.

The core services of the Library are: Maximize access to information and facilitate its effective use by organizing resources and developing tools and services; Collect and preserve information essential to teaching, learning and research; Provide physical and virtual spaces that meet changing needs; Promote and teach information literacy to contribute to scholarship and lifelong learning.

As the largest academic research library in BC, the Library is a unique source of material and expertise that can benefit other learning organizations. By partnering and collaborating with similar groups, the library is able to extend its services beyond UBC, realize economies of scale through consortia purchasing, and knowledge sharing in order to foster innovation.

The Irving K. Barber Learning Centre will be completed this year. The Centre extends access to the Library’s collections and services across BC and beyond, and helps to leverage the investment in the Library to provide support for all of BC. Such initiatives include financial support for digitization projects relating to BC history, reduced interlibrary loan fees for public and postsecondary library users, an online multimedia repository of webcast forums on various topics, and an economic development initiative designed to assist users across the province in planning for small businesses.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 30,169 1,313 113 5,168 - 565 37,328 39,233

Salaries Academic* - 121 64 - - - 185 (103) Staff 14,153 176 33 - - - 14,362 14,671 Other 804 - - - - - 804 21 Total Salaries 14,957 297 97 - - - 15,351 14,589 Other Expenses 15,983 245 27 11,864 - 542 28,661 29,402 Total Expenses 30,940 542 124 11,864 - 542 44,012 43,991 Interfund Transfers In (Out) 771 (771) 11 - - - 11 (985) Operating Budget Surplus (Deficit) - - - (6,696) - 23 (6,673) (5,743) Irving K Barber Funding received in prior years** ------5,860 Net Operating Budget Surplus (Deficit) - - - (6,696) - 23 (6,673) 117

2006/07 Carryforward 3,421 1,187 1,821 9,271 15 709 16,424

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this. **Adjustment in 2006/07 as well as the surplus Carryforward relates to a cash flow timing difference in the Irving K. Barber Learning Centre capital project.

Budget Changes

There is a $1.9 million reduction in funding between last year and this year. $1.6 million of this reduction was due to the budget reduction in GPOF as a result of the University’s deficit; VP Academic and Provost Page 76 University Library THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

The capital variance of $6.7 million over-run on the construction of IKBLC represents a timing difference between receipts of funds and expenditures. This project is managed by the UBC Properties Trust.

Revenue Sources

Almost fully GPOF and University funded, other operating sources are less than 5% of GPOF.

2007/08 Plans

Expand the Institutional Repository in collaboration with the faculties; Continue to build digital collections, and implement a federated search tool to improve access to both purchased and UBC developed digital materials; Continue reviewing processes and the requirements of patrons in order to maximize the utilization of library resources.

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 12,635 11,810

VP Academic and Provost Page 77 University Library

DETAILED BUDGETS

VICE PRESIDENT ADMINISTRATION AND FINANCE

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Administration and Finance

Summary

The Vice President, Administration and Finance portfolio provides programs and services to support activities across the entire campus and includes the following:

Finance; Human Resources; Business Operations (includes Ancillary Enterprises – Bookstore, Food Services and Parking Services); Development Office; Land and Building Services (includes Ancillary Enterprises – Utilities and Plant Operations); Treasury and Business Development.

The budget summary below includes Ancillary Enterprises under the direction of the Vice President, Administration and Finance. These Ancillary budgets may be found in the Ancillary Section.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding 42,318 45,124 - 151,996 26 239,464 217,249

Office of the Vice President 1,496 - - - 26 1,522 3,574 Finance 6,473 62 - - - 6,535 6,285 Human Resources 4,167 5,126 - - - 9,293 8,305 Business Operations 4,704 1,401 - 61,944 - 68,049 73,308 Development Office 2,106 8,202 - - - 10,308 8,904 Land and Building Services 24,282 27,714 - 84,010 - 136,006 124,421 Treasury and Business Development 388 1,223 - - - 1,611 3,102 Total Expenses 43,616 43,728 - 145,954 26 233,324 227,899 Interfund Transfers In (Out) 1,498 (1,494) - (521) - (517) 5,089 Operating Budget Surplus (Deficit) 200 (98) - 5,521 - 5,623 (5,561) Internal Loan* ------7,186 Net Operating Budget Surplus (Deficit) 200 (98) - 5,521 - 5,623 1,625

2006/07 Carryforward 388 7,741 3 - 87 8,219

*Internal Loan in 2006/07 is for the Thunderbird Parking facility capital project (Business Operations).

Budget details for each business unit within Administration and Finance follow under each department.

VP Administration & Finance Page 78 Summary THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Administration and Finance 1. Office of Vice President Terry Sumner, Vice President

The Vice President Office provides leadership, administration, and support for the Administration and Finance Division. There are currently five FTEs in the department.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital ANC END Total Total

Total Revenue / Funding 1,496 - - - - 26 1,522 3,574

Salaries Academic* 280 - - - - - 280 245 Staff 398 - - - - 24 422 92 Other ------Total Salaries 678 - - - - 24 702 337 Other Expenses 818 - - - - 2 820 3,237 Total Expenses 1,496 - - - - 26 1,522 3,574 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------

2006/07 Carryforward 171 - - - - 87 258

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

The budget has been reduced as per overall budget reductions.

2007/08 Plans

Implement and support the Trek 2010 targets, including: − Continue to further UBC’s objectives regarding operating and capital budgets and debt as part of an overall strategy; − Develop and implement a rolling three year budget process aligned with academic priorities that ensures wide consultation, transparency and accountability; − Receive Board approval for corporate partnership guidelines; − Continue to develop the risk management framework; − Continue to ensure capital projects are completed on time and on budget; − Continue to support implementation of the People Plan; − Continue improvements to laboratories and classroom infrastructure.

VP Administration & Finance Page 79 Office of Vice President THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Administration and Finance 2. Department of Finance Dana Merritt, Associate Vice President

The Finance Department provides a wide range of financial services, organized into three main areas: Financial Services, Financial Reporting & Budgeting, and Management Information Systems. Financial Services includes Accounts Receivable, Accounts Payable, Research and Trust Accounting, Revenue Accounting and Payroll. Financial Reporting and Budgeting manages the internal and external reporting processes for the University, including endowment and capital reporting, and oversees the annual budgeting process. Management Information Systems manages the database and supports and oversees development for the ERP Finance and Human Resources systems. The services provided by the Finance Department support the entire University community and care is taken to provide the best customer service possible. There are four Financial Services staff at the UBCO campus. The Financial Reporting and Budgeting and Systems groups support both campuses and staff are located at the UBCV campus.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital ANC END Total Total

Total Revenue / Funding 6,165 370 - - - - 6,535 6,484

Salaries Academic* ------Staff 5,611 57 - - - - 5,668 5,446 Other ------Total Salaries 5,611 57 - - - - 5,668 5,446 Other Expenses 862 5 - - - - 867 839 Total Expenses 6,473 62 - - - - 6,535 6,285 Interfund Transfers In (Out) 308 (308) - - - - - 19 Operating Budget Surplus (Deficit) ------218

2006/07 Carryforward - 824 - - - - 824

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

The department continues to provide the growing service needs to respond to accountability, risk, training and budget within an overall funding reduction. The department will be absorbing its share of the University wide budget reductions, but as a result of the ongoing implementation of systems’ improvements there will be no reductions in services.

2007/08 Plans

Continue to implement new functionality in self-service of employee expense and payroll related processes. Continue to upgrade and implement new functionality of our PeopleSoft systems to improve efficiency of transaction processing. Automate processes including tuition waivers and payroll transfers. Support the Budget process review and resulting changes being contemplated by the Steering Committee on Academic Planning. Implement the Erecruiting module of Peoplesoft. Ensure the budget framework for UBCO is well incorporated into the growth planning and budgeting processes.

VP Administration & Finance Page 80 Department of Finance THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Administration and Finance 3. Department of Human Resources Lisa Castle, Associate Vice President

Working in collaboration with members of the University community, the Department of Human Resources provides a wide range of services, supporting and sustaining the values, strategies and goals of Trek 2010. The Department is organized into two main areas: Human Resources (HR) and Health, Safety and Environment (HSE).

HR is responsible for creating and sustaining partnerships that enable UBC to achieve its vision through innovative and supportive people practices. The department carries out its responsibilities through the following organizational areas: Advisory Services, Organizational Development and Learning, Pension Administration Office, Staff Finders, Total Compensation, HR Okanagan, HR Management Systems, and Faculty Relations.

HSE is responsible for integrating a safe, healthy and environmentally responsible culture into the working and learning experience at UBC. The department carries out its responsibilities through the following organizational areas: Health including Health Advisory & Wellness, Return to Work, Workers’ Compensation Board (WCB) Claims and Income Replacement programs; Safety including Asbestos Management, Biosafety, Ergonomics, Personal Security and Radiation Safety programs; and Environmental including Auditing, Emergency Planning, and Hazardous Waste programs.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 4,167 5,133 - - - - - 9,300 8,360

Salaries Academic* ------Staff 3,620 4,046 - - - - - 7,666 6,934 Other 10 10 - - - - - 20 10 Total Salaries 3,630 4,056 - - - - - 7,686 6,944 Other Expenses 537 1,070 - - - - - 1,607 1,361 Total Expenses 4,167 5,126 - - - - - 9,293 8,305 Interfund Transfers In (Out) 200 (200) ------1 Operating Budget Surplus (Deficit) 200 (193) - - - - - 7 56

2006/07 Carryforward 273 798 3 - 3 - - 1,077

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

The Fee for Service budget deficit results from the $200,000 interfund transfer from Fee for Service to the GPO budget. The Fee for Services budget includes Staff Finders, which has an accumulated surplus of $520,000 from previous budget years and only maintains a contingency fund of $320,000 to cover any of its future and unexpected expenditures.

2007/08 Plans

Human Resources: Obtain approval for the People Plan by the Board of Governors, and begin to implement initiatives. Implement key elements of the business process redesign on faculty and staff recruitment, hiring and orientation including: Phase of the Virtual Welcome Centre; implementation of an on-line recruiting system and improving orientation programs. Develop and implement strategies to prepare for elimination of mandatory retirement for faculty and staff. Complete development and implement new job evaluation plan for employees in the CUPE 2950 bargaining unit.

VP Administration & Finance Page 81 Department of Human Resources THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Review and determine appropriate governance of the University’s benefit plans, focusing on the Income Replacement Plan (IRP). Collaborate with HSE and employee groups to redefine the Return to Work Program including philosophy, processes, and roles and responsibilities. Assign core HR team to prepare and communicate Business Continuity Plan. Manage the introduction and implementation of the revised Policy #82 – Relocation of Faculty Members and Senior Management Staff.

Health, Safety & Environment: Reconfigure the Biosafety Program to more completely address safety and oversight issues. Launch a Medical Surveillance Program based on a defined process of risk assessment for faculty, staff and students working with, and potentially exposed to, infectious agents in research and occupational environments. Complete scheduled elements of the Olympic Emergency Preparedness action plan, focusing in particular on Threat Risk Assessments. Finalize Business Continuity templates for academic and administrative departments and focus on developing campus-wide business continuity plans. Complete a Pandemic Influenza Response Plan that links existing emergency preparedness elements such as the Emergency Operations Centre activities and Business Continuity plans. Develop a draft Health Promotion Framework based on a vision of community development and sustainability incorporating strategies on awareness, personal and occupational health and safety initiatives, and ongoing education. Participate in Internal Audit’s review of UBC’s emergency procedures and lead and/or complete any follow- up as required.

VP Administration & Finance Page 82 Department of Human Resources THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Administration and Finance 4. Business Operations David Rankin, Associate Vice President

Business Operations is comprised of GPO departments and ancillary businesses. GPO departments consist of the following: Supply Management, provides Purchasing, Travel Management, Freight and Customs, services to the UBC Community in both UBCV and UBCO campuses; Campus Security promotes and provides safety and security of the University’s faculty, staff, students, facilities and assets on UBCV; Campus Mail provides sorting and delivery of all Canada Post incoming and internal campus mail between UBCO and UBCV campuses. In addition, Campus Mail offers metering, Campus Courier, Canada Custom recoveries and additional pick up services on a fee-for-service basis.

The ancillary enterprises include UBC Bookstore, UBC Food Services and Parking Services. Budgets for the Ancillary enterprises may be found in the Ancillary Section of the budget summary book and are on file with the Vice President, Administration and Finance office.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital ANC END Total Total

Total Revenue / Funding 3,714 1,954 - - 65,824 - 71,492 67,928

Salaries Academic* ------Staff 4,620 375 - - 13,642 - 18,637 18,900 Other ------Total Salaries 4,620 375 - - 13,642 - 18,637 18,900 Other Expenses 84 1,026 - - 48,302 - 49,412 54,408 Total Expenses 4,704 1,401 - - 61,944 - 68,049 73,308 Interfund Transfers In (Out) 990 (469) - - (521) - - (950) Operating Budget Surplus (Deficit) - 84 - - 3,359 - 3,443 (6,330) Internal Loan** ------7,186 Net Operating Budget Surplus (Deficit) - 84 - - 3,359 - 3,443 856

2006/07 Carryforward (2) 1,317 3 879 - - 2,197

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this. **Internal Loan in 2006/07 is for the Thunderbird Parking facility capital project.

Budget Changes

The revenue increase is due to the impact of price and volume factors on ancillary services. After taking into account that the 2006-07 budget included $7.2 million for capital, but $0 for the 2007-08 capital budget, the other expenses increase is due to the additional expenses related to generating the additional revenues. The above Net operating Budget Surplus for the Ancillary enterprises excludes depreciation expense ($3.35 million) which was part of the original submission to the Board.

2007/08 Plans Continue gross margin management and sales generation for Bookstore and Food Services. Continue with opportunities to expand flexible parking permit options to other customer groups, such as faculty/staff, contractors and service providers, residential and non-institutional customers. In partnership with Canada Post Services (CPS), review, develop and implement mutually beneficial process improvements that increase efficiency and reduce costs. Continue to work with the RCMP and Campus Community to enhance safety & security planning and to develop a business continuity plan in case of business disaster or pandemic and to participate in a University wide planning and testing of disaster plan.

VP Administration & Finance Page 83 Business Operations THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Implement CentreSuite, a new purchase card statement/reconciliation interface to improve tax and reconciliation processes for cardholders and to continue to manage the Pcard program to facilitate the transition from EBOS to Pcard.

Continue proactive development and promotion of procurement risk management practices.

VP Administration & Finance Page 84 Business Operations THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Administration and Finance 5. Development Office Clark Warren, Associate Vice President

UBC Development works to advance the UBC Trek 2010 vision by securing financial support for the University’s priority initiatives from individuals, corporations, government, foundations and service organizations. The model provides fundraising support in each faculty and major campus unit, including UBCO while offering central support for gift and estate planning, leadership giving and presidential involvement, stewardship, and through Advancement Services prospect research and coordination, records and donation processing, and annual giving programs. Advancement Services in addition provides systems, administration, human resources, and financial management in the support of the Development Office and the External and Legal Affairs Division.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital ANC END Total Total

Total Revenue / Funding 2,106 8,202 - - - - 10,308 8,904

Salaries Academic* ------Staff 1,715 5,583 - - - - 7,298 6,197 Other - 225 - - - - 225 225 Total Salaries 1,715 5,808 - - - - 7,523 6,422 Other Expenses 391 2,394 - - - - 2,785 2,482 Total Expenses 2,106 8,202 - - - - 10,308 8,904 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------

2006/07 Carryforward (1) 715 147 - - - 861

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Includes UBCO The carry forward includes donations held in trust accounts pending distribution to other areas of campus

Budget Changes

As the fundraising goal and stewardship activity increases, additional development officers and support staff for the solicitation of new gifts and the stewardship of existing donors are required. The above budget does not include a recurring $595,195 of FFS for which was approved after the final budget submission.

2007/08 Plans Develop priorities and strategies for UBCO campaign. Begin planning for major program growth: − Undertake an institution-wide process to identify fundraising priorities; − Establish Development and Alumni steering group to identify system requirements and costs and develop recommendations; − Identify budget sources to fund program growth. − Work with the Board Development Committee and senior administration to set direction and message for program growth. Continue to enhance and refine fundraising infrastructure to support program growth: − Increase the volume of donor contacts by a further 15%; − Expand the list of assigned major gift prospects by 10% (to reach approximately 4,600 assigned major gift prospects); − Optimize the involvement of the President with a significantly reduced list of accounts and increased strategic involvement in Faculty fundraising activity; VP Administration & Finance Page 85 Development Office THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

− Focus on regular reviews of top fifteen accounts throughout faculty programs and in conjunction with Gift and Estate Planning − Establish new benchmarks to encourage increased productivity and collaboration; − Expand central services to support increased demand (including new fundraising positions to support university priority projects); − Enhance policies and procedures required for consistency across a growing, distributed program; − Focus on recruitment and retention to meeting the growing demand for outstanding staff members. Enhance strategic collaboration with Alumni Affairs to build alumni engagement. Contribute to UBC’s centenary celebration by providing targeted fundraising for two legacy projects – new student awards and the proposed Alumni Centre.

Fundraising

2007/08 2006/07 2006/07 Fundraising ($ in thousands) Target* Actual Target Total 120,000 111,025 110,000 *Includes $11 million for UBCO

There is an additional goal of $38 million in new planned giving expectancies; in 2006/2007 $37.5 million was achieved on a goal o f $37 million bringing known expectancies to $305 million

VP Administration & Finance Page 86 Development Office THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Administration and Finance 6. Land and Building Services Geoff Atkins, Associate Vice President

Land & Building Services (LBS) is comprised of five operational units: UBC Plant Operations, UBC Utilities, Campus Sustainability, Facilities & Capital Management, and Transportation Demand Management.

Land & Building Services is the primary steward for the facilities and infrastructure at UBC. In addition to providing comprehensive operations and maintenance for UBC’s 255 buildings, capital building planning, and provision of municipal services (landscaping, road maintenance, waste management, and utility delivery) is accomplished for the 405 hectares on campus.

The Campus Sustainability and Transportation Demand Management units through unique initiatives ranging from Social, Ecological, Economic Development Studies to the ECOTrek Energy and Water Reduction Project, green buildings and transportation planning, have made UBC Canada’s leader in campus sustainability

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital ANC END Total Total

Total Revenue / Funding 24,282 13,830 - 14,447 86,172 - 138,731 118,933

Salaries Academic* 183 - - - 318 - 501 379 Staff 1,053 2,123 - 17 35,127 - 38,320 36,871 Other 45 - - - 81 - 126 124 Total Salaries 1,281 2,123 - 17 35,526 - 38,947 37,374 Other Expenses 23,001 16,707 - 8,867 48,484 - 97,059 87,047 Total Expenses 24,282 18,830 - 8,884 84,010 - 136,006 124,421 Interfund Transfers In (Out) - 5,000 - (5,563) - - (563) 6,000 Operating Budget Surplus (Deficit) - - - - 2,162 - 2,162 512

2006/07 Carryforward (109) 1,510 3 - - - 1,404

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Included in the budget is $14.4 million for capital items. The 07/08 amounts are based on projections as provided by Finance to LBS. Additional budget for the operations, maintenance and utilities of new and renewed buildings (such as Irving K Barber Learning Centre, David Strangway, Buchanan D and Buchanan C renewals). UBC Community shortfalls between revenues and expenditures, requiring one-time and recurring spending reductions. Increases in electrical, water and sewer utility commodity purchase costs and consumption. Changes to collective agreement terms and compensation.

2007/08 Plans

Continue with the $120 million five year program for the renewal of existing campus infrastructure. Seek funding for Phase 2 of the infrastructure rehabilitation and upgrade program (UBC Renew Program). Launch Student U-Pass program at UBCO. Extend U Pass at Vancouver to Faculty and Staff Implement Space Utilization plan to meet AVED space standards.

VP Administration & Finance Page 87 Land and Building Services THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Administration and Finance 7. Treasury and Business Development Byron Braley, Associate Vice President

Office of the Associate Vice President, Treasury includes two departments: Treasury and Business Development. The AVP’s office also serves as the reporting linkage for operational issues related to UBC Investment Management Trust (IMANT).

Treasury includes investment and management of financial and leased assets; debt issuance and relending of working capital to operating units of the University; employee housing assistance; management of insurance and liability risk exposures; and maintaining the University’s institutional memory.

Business Development is responsible for the development and implementation of business partnerships or strategic alliances with private enterprise; Alternative Service Delivery (ASD) of existing operational units, as well as ASD analysis of both new operations and in the delivery of new capital projects; creation of a UBC related venture capital fundraising mechanism; and contracts with commercial film companies for use of campus facilities.

IMANT was incorporated in 2004 to manage the long-term investment portfolio for the University’s Endowment, the Staff Pension Plan, and certain other portfolios.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital ANC END Total Total

Total Revenue / Funding 388 1,071 117 - - - 1,576 3,066

Salaries Academic* ------Staff 366 696 - - - - 1,062 1,145 Other ------Total Salaries 366 696 - - - - 1,062 1,145 Other Expenses 22 375 106 46 - - 549 1,957 Total Expenses 388 1,071 106 46 - - 1,611 3,102 Interfund Transfers In (Out) - - - 46 - - 46 19 Operating Budget Surplus (Deficit) - - 11 - - - 11 (17)

2006/07 Carryforward 56 496 1,046 - - - 1,598

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Treasury will be adding staff and consulting resources to address the volume of borrowing and re-lending activity, and also to provide resourcing to cash float investment activity. The budget reflects a change related to the recovery of expenses amongst various units.

2007/08 Plans

Treasury expects another major debenture issuance in 07/08 fiscal year. Lehman Bros. review of Treasury operations to continue in 07/08.

VP Administration & Finance Page 88 Treasury and Business Development

DETAILED BUDGETS

VICE PRESIDENT EXTERNAL AND LEGAL AFFAIRS

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, External and Legal Affairs

Summary

The External and Legal Affairs portfolio is the University's central planning and coordinating office for university relations and communications, both internally and externally, with the government and the community. It is also the primary legal and corporate office. The respective departments carry out the External and Legal Affairs programs in cooperation with the University’s administration, faculties, and departments.

The 2007/08 Budget for the Vice President External and Legal Affairs portfolio is as follows:

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding 5,564 3,484 - - 355 9,403 8,709

Office of the Vice President 435 - - - - 435 379 Ceremonies and Events 754 - - - - 754 763 Chan Centre 1,076 1,182 - - 16 2,274 2,153 Community Affairs 202 22 - - 35 259 240 Government Relations 346 - - - - 346 359 Public Relations 1,022 67 - - - 1,089 1,095 University Counsel 559 - - - - 559 561 Campus and Community Planning 1,201 2,377 - - - 3,578 3,517 Learning Exchange 377 298 - - - 675 359 UBCO 630 51 - - - 681 418 Other ------23 Total Expenses 6,602 3,997 - - 51 10,650 9,867 Interfund Transfers In (Out) 1,039 (149) - - (304) 586 1,666 Operating Budget Surplus (Deficit) 1 (662) - - - (661) 508

2006/07 Carryforward (67) 2,080 (7) - 161 2,167

Budget details for each department within External and Legal Affairs follow under each department.

VP External and Legal Affairs Page 89 Summary THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

External and Legal Affairs

1. Office of Vice President Dennis Pavlich, Vice President

The Office of the Vice President is the University’s central strategic planning and coordinating office for legal and community affairs, for government relations, campus and university town planning, and university communications and media relations - domestic and international. The respective departments in cooperation with the university’s administration, faculties and departments carry out the External and Legal Affairs programs. Performance and results for all departments are measured in terms of articulated goals, and against other comparable organizations, balancing cost efficiencies with cost effectiveness.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 435 - - - - - 435 379

Salaries Academic* 256 - - - - - 256 233 Staff 78 - - - - - 78 59 Other ------Total Salaries 334 - - - - - 334 292 Other Expenses 101 - - - - - 101 87 Total Expenses 435 - - - - - 435 379 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------

2006/07 Carryforward 84 - - - - - 84

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

2007/08 Plans

Implement and support Trek 2010 goals and strategies, including:

Commence review of the Main Campus Plan (1992) to align it with current development and the growth of local neighbourhoods; Continue to work with Great Northern Way (GNW) partners to assess and, where appropriate, initiate new programs at the GNW campus; Establish the roles of Campus and Community Planning and the University Neighbourhood Association (UNA) in the delivery of community services; Develop Community Service Learning programs, whereby experience in the field will complement academic study or be integrated with academic credit courses, and aim for participation in such programs by at least 10% of our students; Encourage greater connection between UBC and the external community: − Plan and execute a comprehensive government relations strategy (federal-provincial-civic-regional; − Conduct thoughtful and complete assessment of the relationship between UBC and local authorities (Greater Vancouver Regional District (GVRD) and City of Vancouver); Build UBC’s local, national and international reputation as Canada’s university for the world; Ensure a successful celebration of UBC’s centennial (Charter granting) in 2008.

VP External and Legal Affairs Page 90 Office of Vice President THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

External and Legal Affairs

2. Ceremonies and Events Eilis Courtney, Director

The Ceremonies and Events Office is the official protocol office of the University, responsible for the annual Congregation Ceremonies, VIP visits, formal University events and recognition events related to the President’s Office. The office also works closely with the offices of the Chancellor, Vice-Presidents, and other units of External and Legal Affairs, as well as the Deputy Vice-Chancellor’s Office at UBCO. There are two Ceremonies Offices, UBCV and UBCO; both report to the Director of Ceremonies, based in Vancouver.

Throughout the year, the Ceremonies Office will continue to: Support the President’s Office; Support Trek 2010 and the goals of the University; Promote the image of UBC to the internal and external communities through ceremonies and events; Support and promote the history and heritage of UBC through ceremonies and events; Continuously improve our service to students, faculty and staff and to the external community.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 754 - - - - - 754 763

Salaries Academic* 20 - - - - - 20 20 Staff 309 - - - - - 309 290 Other 15 - - - - - 15 15 Total Salaries 344 - - - - - 344 325 Other Expenses 410 - - - - - 410 438 Total Expenses 754 - - - - - 754 763 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------

2006/07 Carryforward ------

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

2007/08 Plans

Continue to build relationship with Professor Toope in his role as President. Work with the Centenary Committee on plans for 2008. Coordinate the official opening ceremony of the Irving K. Barber Learning Centre in Spring 2008. Strategize with the President’s Office on the number and type of events to be hosted in the current climate of fiscal constraint.

VP External and Legal Affairs Page 91 Ceremonies and Events THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, External and Legal Affairs

3. Chan Centre Sid Katz, Managing Director

The Chan Centre for the Performing Arts houses the Chan Shun Concert Hall, the Telus Studio Theatre and the Royal Bank Cinema. The Centre offers a full range of music, theatre, spoken word and film programs involving the community and the University.

The Chan Centre comprises: The Chan Shun Concert Hall, a 1,400 seat facility, designed as an inspiring environment for a wide range of musical events with superb sound quality; The Telus Studio Theatre, a flexible seating configuration that can accommodate an audience of up to 240 people. This is an ideal space for classical drama, small musicals, cabaret, and solo performance; The Royal Bank Cinema, an intimate 160-seat audiovisual theatre with the capacity to screen 16 mm, 35 mm film or slide and video projections. This facility can also be used for a wide range of activities including conferences, meetings, lectures and festival events.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 717 1,291 - - - 267 2,275 2,153

Salaries Academic* ------Staff 925 395 - - - - 1,320 1,212 Other - 6 - - - - 6 6 Total Salaries 925 401 - - - - 1,326 1,218 Other Expenses 151 781 - - - 16 948 935 Total Expenses 1,076 1,182 - - - 16 2,274 2,153 Interfund Transfers In (Out) 360 (109) - - - (251) - - Operating Budget Surplus (Deficit) 1 - - - - - 1 -

2006/07 Carryforward - 331 - - - - 331

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes The Chan is anticipating a decrease in film shoot rental revenue due to a higher Canadian dollar, and additional expenses associated with the expanding programming in the Telus Studio Theatre. To minimize these effects, the Chan is seeking to raise sponsorship income, lower the risk in the Chan’s own programming of the concert hall through increased partnerships and to increase the Chan Endowment Fund to $10 million.

2007/08 Plans Continue to expand partnerships with other concert presenters to minimize the financial risk to the University. Strive to offer more performances for families who live at or near the University. Work closely with the Alma Mater Society and other student groups to bring in more events relevant to the student experience. Continue to present more family-oriented performances and plan to continue its work with Vancouver schools to present educational concerts for elementary-aged children. Expand the programming within the Telus Studio Theatre to highlight the studio theatre’s superb qualities and allow for the opportunity of presenting challenging and cutting edge performances. Develop feature performances associated with Chan’s 10th Anniversary and the UBC Centenary to underline the role of the Chan Centre as a major player in the community at large and the UBC cultural precinct. Work closely with the seconded Senior Development Officer to raise funds towards the Chan Endowment Fund goal of $10 million and increased sponsorships.

VP External and Legal Affairs Page 92 Chan Centre THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, External and Legal Affairs

4. Community Affairs Sid Katz, Executive Director

The mandate of the Office of Community Affairs is to forge and develop relationships with special communities as well as to further expand UBC’s presence and commitment in the urban environment by creating and promoting programs that encourage participation in UBC activities and academia. The philosophy and practices of the unit are in direct relation to Trek 2010, UBC’s strategic plan for the future, including the development and support of a high level and critical mass of interesting and relevant programs for UBC faculty, staff, students and the community at large. The role of the Office is to act as a catalyst in the development of such activities and to show, by example, the kinds of activities that lead to the creation of a civil society and increased social engagement with communities.

Currently, the Office is focused on the following areas: First Nations Bridge Through Sport Program – Programs include Reading Program at Musqueam, Creative Writing Program for Youth at Musqueam, Aboriginal Youth Soccer Tournament, Aboriginal Youth Leadership Fair, teacher mentors in high schools and development of the IB Primary Years Program in schools with high First Nations populations; UBC Centenary – A coordinator has been hired, a Senior Development Officer has been seconded and core events have been planned; Lecture Series: UBC-Laurier Institution Multiculturalism Lecture – Annual Lecture event in partnership with the Laurier Institution, broadcast nationally on CBC Radio; President’s Advisory Committee on Lectures (PACL) –The PACL uses its limited budget to help bring distinguished lecturers of national or international reputation to the students and faculty members of the University community; Talk of the Town – With Hal Wake, Community Affairs organizes and coordinates the Talk of the Town Series. Funding through partnerships will be sought to keep the lecture program alive; CBC Massey Lectures – Held annually at the Chan Centre, logistics and some marketing are coordinated through Community Affairs; Celebrate Research Week – Organization and promotion of the annual event. With VP Research as host, organizes the gala evening; Expansion of Community Affairs to UBCO including Celebrate Research, Talk of the Town and Bridge Through Sport.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 202 - 15 - - 35 252 240

Salaries Academic* ------Staff 139 - 2 - - - 141 126 Other ------Total Salaries 139 - 2 - - - 141 126 Other Expenses 63 - 20 - - 35 118 114 Total Expenses 202 - 22 - - 35 259 240 Interfund Transfers In (Out) - - 7 - - - 7 - Operating Budget Surplus (Deficit) ------

2006/07 Carryforward 23 20 2 - (6) 150 189

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

2007/08 Plans

Plan events around the Centenary. A three-year base budget has been obtained from GPO, a coordinator hired and event planning is underway. Expand and develop programming for Okanagan, specifically an increased presence for Celebrate Research Week and Community Dialogues. Expand and develop the Bridge Through Sport program both in Vancouver and in Okanagan. VP External and Legal Affairs Page 93 Community Affairs THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, External and Legal Affairs Hubert Lai, Acting Associate Vice President 5. Government Relations Government Relations

Government Relations is a university-wide resource whose role it is to advance UBC’s interests with all three levels of government in Canada, and, in cooperation with the AVP International and President, with governments abroad. It undertakes policy analysis, campus-wide communications and general advisory roles. Government Relations at UBC works in close co-operation with the Association of Universities and Colleges of Canada and the Universities’ President’s Council of British Columbia. Its priority is to increase UBC’s support from governments in financial, regulatory and public policy terms. Its mandate covers both the Vancouver and the Okanagan campuses.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 346 - - - - - 346 359

Salaries Academic* 145 - - - - - 145 145 Staff 129 - - - - - 129 146 Other ------Total Salaries 274 - - - - - 274 291 Other Expenses 72 - - - - - 72 68 Total Expenses 346 - - - - - 346 359 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------

2006/07 Carryforward ------

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

2007/08 Plans

UBC Government Relations has prepared a Strategic Plan that provides a framework for governance, office structure and associate resourcing. This Plan is being held until the appointment of a new Vice President, External and Legal Affairs. After discussions with the new Vice President are completed, the Strategic Plan will be shared with the Board. Planned activity and expected outcomes will be dependent on the recommendations embodied in the final strategic plan.

In the interim, UBC Government Relations will: Build its role as a coordinating hub for the University’s government relations; Expand interaction with all three levels of government, seeking to create stronger dialogue and sustainable relationships; Implement and disseminate the communication vehicle “UBC in Your Community”; Host the Government and Opposition Caucuses in conjunction with the anniversary of the Endowment Lands Act of 1907; Implement a contact management system; Formulate the University’s key messages vis-à-vis the various levels of government; Carry out one-on-one meetings with BC Members of Parliament (MPs) and Members of Legislative Assembly (MLAs); Work with the provincial government and TUPC specifically around the Campus 2020 recommendations.

VP External and Legal Affairs Page 94 Government Relations THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, External and Legal Affairs

6. Public Affairs Scott Macrae, Executive Director

The Public Affairs office provides a comprehensive communications and marketing program directed towards the campus community, the news media, the general public, the alumni, government, and international audiences. The office provides the news media with timely and accurate information about research and teaching activities and other matters of public interest. It is responsible for placing hundreds of articles in local, national and international media each year. The office is responsible for upholding the university’s visual identity policy, and provides Web and design leadership to the campus. Publications include the Annual Report (and the companion Annual General Meeting), monthly UBC Reports, media releases and backgrounders, brochures, and a daily news media monitoring service. The office also provides a range of public and media relations counseling and other communications and marketing service to campus units, and is a coordinating and skills development resource for campus communications personnel.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 1,022 67 - - - - 1,089 1,108

Salaries Academic* - 1 - - - - 1 - Staff 755 - - - - - 755 706 Other ------Total Salaries 755 1 - - - - 756 706 Other Expenses 267 66 - - - - 333 389 Total Expenses 1,022 67 - - - - 1,089 1,095 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------13

2006/07 Carryforward 41 1 - - - - 42

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

2007/08 Plans

Increase the number of successfully promoted UBC stories to top tier international and national media outlets that carry UBC’s messages on global leadership in research and teaching, and positive student experience. Implement an internal Don’t Be Shy – Tell Your UBC Story campaign to engage more faculty, staff and students to participate in media interviews, opinion pieces (Op Eds), experts database. Create a new cross-campus Strategic Marketing Council comprised of key UBC stakeholders in support of extending UBC’s reputation internationally. Develop and implement the second Year in Review promotional campaign to further target international academics, graduate students and opinion leaders. Integrate Trek 2010 values with 2007 Annual Report and Annual General Meeting. Improve the quality of UBC web sites and consistency of user experience by rolling out an enterprise-wide web content management system.

VP External and Legal Affairs Page 95 Public Affairs THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, External and Legal Affairs

7. University Counsel Hubert Lai, University Counsel

The role of University Counsel is to identify and to recommend procedures and practices to protect the University from undue liability and to assist with risk assessment and control; to provide strategic legal advice as well as a full-range of legal services directly to the University, its senior administration, the Board of Governors, and the Senate; to provide legal advice and services directly to faculties and administrative units when requested by the deans or administrative heads of unit; to retain, instruct and oversee external legal counsel on behalf of the University; to manage the costs of legal services in an effective and cost-efficient manner in order to maximize the value of the University’s expenditures and to minimize the University’s exposure to risk; to regulate and oversee the legal structure of the University's subsidiaries; to oversee and administer the development of Board of Governors’ policies; to administer matters relating to University compliance with the Freedom of Information and Protection of Privacy Act; to provide seminars and other education-oriented initiatives on legal issues affecting the University; to oversee internal administrative tribunals; to oversee the university’s trade-mark portfolio and to participate in special initiatives and sensitive projects.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 559 - - - - - 559 561

Salaries Academic* ------Staff 464 - - - - - 464 397 Other 14 - - - - - 14 14 Total Salaries 478 - - - - - 478 411 Other Expenses 81 - - - - - 81 150 Total Expenses 559 - - - - - 559 561 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------

2006/07 Carryforward (173) - 145 - (1) - (29)

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

2007/08 Plans

Continue with ongoing litigation on behalf of the University. Continue with ongoing requests for amendments to the University’s policies and procedures. Implement quality improvements to the newly developed on-line Conflict of Interest system. Create and implement an on-line registry to comply with federal lobbyist legislation.

VP External and Legal Affairs Page 96 University Counsel THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, External and Legal Affairs

8. Campus and Community Planning Nancy Knight, Associate Vice President

Campus and Community Planning is responsible for guiding the physical development of UBC's campuses, including the creation of a University Town at UBC’s Vancouver campus. Campus and Community Planning is responsible for land use, urban design and infrastructure planning, architectural and landscape stewardship, and liaison with other governments such as the GVRD, the City of Kelowna and organizations such as UNA. The department also administers development control procedures that ensure projects are consistent with planning and policy commitments, and works with a wide range of departments and groups to ensure effective and efficient implementation of plans and policies. Ongoing community relations activities strengthen the understanding of and support for UBCV’s and UBCO’s campus plans and for University Town. At UBCV, the department works closely with UNA and a wide range of university departments to coordinate the provision of service delivery, governance and leadership in developing a vibrant University Town. In all of this work, the department is committed to rigorous technical work and thorough community consultation.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 575 1,762 - - - - 2,337 2,346

Salaries Academic* ------Staff 543 910 - - - - 1,453 1,491 Other ------Total Salaries 543 910 - - - - 1,453 1,491 Other Expenses 658 888 - 579 - - 2,125 2,026 Total Expenses 1,201 1,798 - 579 - - 3,578 3,517 Interfund Transfers In (Out) 626 (626) - 579 - - 579 1,666 Operating Budget Surplus (Deficit) - (662) - - - - (662) 495

2006/07 Carryforward - 1,536 7 - - - 1,543

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

The budget change is due to three significant factors: Unfunded activities in relation to University Town and the Official Community Plan (OCP). Carryforward funds will be used to finance this deficit. University Town was previously a distinct department, but in the summer of 2006 the activities were rolled into Campus and Community Planning; Expenditures on the Main Campus Plan. This will also be covered by carry forward funds. Revision of the Main Campus Plan is a two-year project; Additional GPO funding from LBS in final settlement of the split.

2007/08 Plans

For UBC Okanagan: Complete rezoning of the campus; Complete planning for Tutt lands; Coordinate implementation of campus plan and design guidelines.

VP External and Legal Affairs Page 97 Campus and Community Planning THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

For UBC Vancouver: Complete Stage 5 of campus plan; Coordinate implementation of campus and neighbourhood plans; Coordinate UBC’s input to the province’s consideration of local governance for the UBCV campus; Initiate OCP Review; Complete social plan; Develop funding strategy for public realm projects; Finalize access, neighbours, facilities and amenities agreements with UNA and University; Review building permit administration and the role of Coordinating Code Consultants.

VP External and Legal Affairs Page 98 Campus and Community Planning THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, External and Legal Affairs

9. Learning Exchange Margo Fryer, Director

The Learning Exchange is a community engagement initiative based in Vancouver’s Downtown Eastside. The Learning Exchange Trek Program places UBC student volunteers in inner city non-profit organizations. The Learning Exchange Schools Program brings students, faculty, staff, and alumni to inner city schools in Vancouver where they act as tutors, coaches, and mentors as well as doing special projects, such as the Reading Week Community Service Projects. Increasingly, students’ volunteer work in the schools is being integrated into academic courses, an approach to learning called Community Service-Learning (CSL). The Learning Exchange storefront on Main Street provides free educational resources and programs, including Internet access, computer training, an English as a Second Language (ESL) conversation program, and other educational programs and events. The Learning Exchange also acts as a catalyst and broker for partnerships that link UBC’s resources with inner city issues and organizations.

The Learning Exchange is leading the development of the new UBC-Community Learning Initiative, a model for CSL that enables teams of students to undertake short-term projects in non-profit organizations in the province and to link those projects with academic course work.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 324 - 298 - - 53 675 359

Salaries Academic* ------Staff 333 - 201 - - - 534 295 Other ------Total Salaries 333 - 201 - - - 534 295 Other Expenses 44 - 97 - - - 141 64 Total Expenses 377 - 298 - - - 675 359 Interfund Transfers In (Out) 53 - - - - (53) - - Operating Budget Surplus (Deficit) ------

2006/07 Carryforward (170) - 12 - - 11 (147)

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

The budget change is due to two significant factors: Increased GPO funding to accommodate growth in Learning Exchange initiatives; A gift from the McConnell Foundation.

2007/08 Plans

Continue to expand student and faculty participation in curricular CSL. Continue to build partnerships with non- profit organizations and public schools that host students doing CSL. Continue to develop Downtown Eastside storefront programs. Undertake fundraising to secure external funding for curricular CSL programs including the Learning Exchange Schools Program and the UBC-Community Learning Initiative as well as funding for Learning Exchange storefront programs. Continue to undertake research and evaluation that will enable the continual improvement of programs as well as the assessment of program outcomes. Continue to collaborate with UBCO Learning Exchange in the development of a strategic plan for this new initiative and the launch of new programs.

VP External and Legal Affairs Page 99 Learning Exchange THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, External and Legal Affairs

10. UBC Okanagan

The External and Legal Affairs portfolio continue to support developments and growth at UBCO. In particular, support is given with respect to ceremonies, learning exchange, legal counsel, campus planning, government relations and community relations.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 630 - 51 - - - 681 418

Salaries Academic* ------Staff 309 - 29 - - - 338 121 Other ------Total Salaries 309 - 29 - - - 338 121 Other Expenses 321 - 22 - - - 343 297 Total Expenses 630 - 51 - - - 681 418 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------

2006/07 Carryforward 128 - 13 - - - 141

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

2007/08 Plans

The Learning Exchange in the Okanagan will continue to develop a strategic plan for this new initiative and plan for the launch of new programs. The Vancouver Community Affairs office will expand and develop programming for the Okanagan, specifically an increased presence for Celebrate Research Week, Community Dialogues and the Bridge Through Sport program. The Okanagan Ceremonies office will continue to manage graduation, events and will complete the commissioning of key ceremonial symbols of office. The Vancouver Campus Planning department will complete rezoning for the Okanagan campus, complete planning for Tutt lands and coordinate implementation of the campus plan and design guidelines.

VP External and Legal Affairs Page 100 UBC Okanagan

DETAILED BUDGETS

VICE PRESIDENT RESEARCH

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Research

Summary

UBC researchers attract over $399 million in research funding annually from government, industry, and non-profit foundations. The Vice President Research portfolio supports the development of outstanding research in all disciplines and encourages and facilitates local, national and international research partnerships and exchanges. The department advocates for increases in research funding in all sectors, provides support for research activities carried out by any member of the UBC community, and promotes the transfer of knowledge and research discoveries for the benefit of society. Further, the VP Research portfolio ensures that research undertaken at the institution complies with the internal and external requirements for the application, acceptance, and use of research funds.

The 2007/08 Budget for the Vice President Research portfolio is as follows:

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding 5,357 7,193 3,932 - 2,231 18,713 17,631

Office of the Vice President 1,580 379 - - (93) 1,866 1,409 Animal Care Centre 523 1,934 - - - 2,457 2,429 Ethics 615 400 - - - 1,015 982 University Industry Liaison 351 2,910 1,932 - - 5,193 4,265 Research Services 1,231 19 - - 2 1,252 1,137 UBC Press - 3,083 - - - 3,083 2,614 Peter Wall Institute - 183 - - 1,290 1,473 1,516 Centre for Disease Modelling ------Western Canadian Universities Marine Biological Society 175 - - - - 175 175 UBCO 467 - - - - 467 1,728 Total Expenses 4,942 8,908 1,932 - 1,199 16,981 16,255 Interfund Transfers In (Out) (415) 2,180 (257) - (1,032) 476 958 Operating Budget Surplus (Deficit) - 465 1,743 - - 2,208 2,334

2006/07 Carryforward 21 1,839 22,563 - 995 25,418

Budget details for each Department within Research follow under each department.

VP Research Page 101 Summary THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Research 1. Office of Vice President John Hepburn, Vice President

The Vice President Research Office has the following objectives: To oversee the activities of coordinators for CIHR (including the Health Research Resource Office (HeRRO)), NSERC, SSHRC and CFI (including the CFI/ BCKDF Resource Office) who are responsible for optimizing the national research awards at UBC; To represent UBC interests internationally and facilitate and enhance research opportunities where possible; To manage a fund for internal awards and other awards such as the Martha Piper Research Awards and the Michael Smith Foundation Institutional Infrastructure award, to be used to support establishing a network of investigators, training grants, new research stars, and other parallel CIHR funding initiatives; To develop and implement a research strategic plan to increase research capacity; To develop and enhance public and private sector relationships by developing new strategies and mechanisms to increase research support; To develop and execute strategies aimed at influencing public policy pertaining to research at the federal and provincial levels; To establish and maintain boards and committees required for UBC compliance with the internal and external requirements for the use of research funds.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 1,995 - 744 - - 807 3,546 3,403

Salaries Academic* 432 - 3 - - - 435 363 Staff 697 - 17 - - - 714 671 Other - - 1 - - - 1 16 Total Salaries 1,129 - 21 - - - 1,150 1,050 Other Expenses 451 - 358 - - (93) 716 359 Total Expenses 1,580 - 379 - - (93) 1,866 1,409 Interfund Transfers In (Out) (415) - 99 - 843 (900) (373) (837) Operating Budget Surplus (Deficit) - - 464 - 843 - 1,307 1,157

2006/07 Carryforward (57) - 72 - 1,393 - 1,408

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Mandated salary increases are included in this year’s budget

2007/08 Plans

Implement and support the following Trek 2010 objectives: − Support strategies to maintain UBC’s success in CFI Innovation Fund Awards; − Strengthen review process to support applicants in developing solid CIHR proposals, through the Health Research Resource Office (HeRRO); − Develop and implement strategies to increase success in NSERC and SSHRC applications, especially by new investigators;

VP Research Page 102 Office of Vice President THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

− Explore and initiate selected partnerships between UBC research groups and world-calibre international university research teams; − Continue to cultivate and develop strong research collaborative relationships with selected partner universities internationally; − Increase the profile of University research, through such vehicles as Frontier: A Journal of Research and Discovery and events such as Research Awareness Week and the Multidisciplinary Undergraduate Research Conference; − Expand opportunities for recognition of successful researchers and research activities − Increase support for the Health Research Resource Office; − Continued development and Implementation of a newly-devised graduate students strategy to recruit outstanding graduate students, postdoctoral fellows and research associates and increase the ratio of graduate students to undergraduate students; − Increase number of students who obtain Canada Graduate Fellowships and other national scholarships; − Explore new means to provide additional opportunities for undergraduate students to develop research skills and participate in conferences, and develop multi-year plan to increase undergraduate participation in research; − Identify opportunities to advance positive relations with federal, provincial and civic governments in furtherance of increased funding support for research in Canada; − Continue to support efforts to increase research activity at UBCO by working closely with research administration including UBCO Associate Vice President, Academic and Research.

VP Research Page 103 Office of Vice President THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Research 2. Animal Care Centre Chris Harvey-Clark, Director

The Animal Care Centre (ACC) is the main hub support facility for materials management and clinical veterinary support throughout the UBC systems of thirty-one locations where animal research is conducted across the city of Vancouver. The Centre consists of a barrier maintained rodent breeding unit, conventional large animal and rodent housing facility, clinical and diagnostic laboratory, surgical suites and reference library. The Centre is also the hub facility for the long-term housing and maintenance of all large animals used in research in the UBC system. Services provided include animal ordering, transport of research animals throughout the University system, supply of research rodents, polyclonal antibody production, research animal husbandry, manipulation, collection and surgical services, veterinary consultation, food and bedding supplies, laboratory supplies, pharmaceuticals and delivery services. The Director, reporting to the Vice President Research, is also responsible for humane oversight of experimental studies in all locations, and with the Animal Care committee, is tasked with ensuring that the University meets accepted regulatory and humane standards in research animal practice, policy, premises and procedures congruent with the national oversight of the Canadian Council on Animal Care. The Animal Care Center supports and complements the activities of the newly completed Center for Disease Modelling (CDM) located in the North Campus on two levels of the Life Sciences Center.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 523 1,934 - - - - 2,457 2,429

Salaries Academic* ------Staff 509 494 - - - - 1,003 915 Other - (5) - - - - (5) (4) Total Salaries 509 489 - - - - 998 911 Other Expenses 14 1,445 - - - - 1,459 1,518 Total Expenses 523 1,934 - - - - 2,457 2,429 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------

2006/07 Carryforward - 1,119 - - 6,911 - 8,030

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Staff salary expenditures increased due to the need to hire a training supervisor to meet Canadian Council for Animal Care (CCAC) regulatory requirements

2007/08 Plans

In fiscal year 2007-08 the transfer of the rodent breeding function to the Center for Disease Modelling facility will commence upon building completion and initiation of operations there. At that time the income derived from CDM rodent breeding will be split between the Animal Care Center and CDM.

VP Research Page 104 Animal Care Centre THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Research 3. Ethics Laurel Evans, Associate Director, Office of Research Services

The Ethics office provides management and services required to realize research compliance with internal, national and international policies. Activities include the support for five Human Research Ethics Boards and one Animal Care Committee distributed throughout the UBC system. This department manages over 7,000 active files. Non-compliance with the terms and conditions associated with the undertaking of research involving humans or animals places all research funding of $125 million from Tri-Council sources, $10 million from US National Institute of Health, and $12 million in clinical trial sponsorship in jeopardy.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 615 400 - - - - 1,015 950

Salaries Academic* - 162 - - - - 162 - Staff 96 230 - - - - 326 500 Other ------Total Salaries 96 392 - - - - 488 500 Other Expenses 519 8 - - - - 527 482 Total Expenses 615 400 - - - - 1,015 982 Interfund Transfers In (Out) ------35 Operating Budget Surplus (Deficit) ------3

2006/07 Carryforward - 63 - - - - 63

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

$400K in recurring Indirect Cost Program funding was added in 2006/07 to help fund increased activity

2007/08 Plans

New Associate Director hired in April, 2007. Consideration is being given to increasing the number of Boards to deal with an increasing number of applications. The feasibility of departmental review of undergraduate student research is being investigated. Implementation may require reallocation of current staff resources or the hiring of additional staff. Accreditation or compliance with minimal standards is a likely requirement for 07/08, or the following year.

VP Research Page 105 Ethics THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Research 4. University Industry Liaison Angus Livingstone, Managing Director

The University-Industry Liaison Office (UILO) facilitates relationships between industry and UBC researchers. The UILO negotiates collaborative research agreements with industry, and commercializes qualified innovations that arise from research that is conducted at UBC’s various campus locations, including its five Affiliated Teaching Hospitals and UBC Okanagan.

The UILO ensures that advances in basic, applied, and clinical research are shared with the wider community. The UILO brings tangible returns in the form of royalties, equity, and contract revenue that can be used to further fund UBC research. Industry also benefits by having access to expertise for advancing knowledge or solving its research problems. It is through these types of relationships that British Columbia has successfully built a high technology infrastructure that will fuel economic growth, and deliver improved products, services, and therapies to Canadians and the rest of the world.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 351 431 530 - 3,932 - 5,244 3,702

Salaries Academic* - - - - 468 - 468 207 Staff 336 1,513 331 - 362 - 2,542 2,729 Other - - - - 246 - 246 114 Total Salaries 336 1,513 331 - 1,076 - 3,256 3,050 Other Expenses 15 867 199 - 856 - 1,937 1,215 Total Expenses 351 2,380 530 - 1,932 - 5,193 4,265 Interfund Transfers In (Out) - 1,949 - - (2,000) - (51) 713 Operating Budget Surplus (Deficit) ------150

2006/07 Carryforward 21 169 - - 12,576 - 12,766

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

This office oversees the interest of the University in a number of spin-off companies as a result of research developments. For the fiscal year ended March 31, 2007, the market value for these interests was:

Market Value at March 31, 2007 Companies ($ in thousands) Westport Innovation Inc. 512 First Venture Technologies Corp. 462 MIV Therapeutics Inc. 427 Ostara Nutrient Recovery Technologies Inc. 228 Oncogenex Technologies Inc. 217 Others 1,113 Total $2,959

VP Research Page 106 University Industry Liaison THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Budget Changes

Reduction in Royalty Revenue – Revenue to UBC from royalties and liquidated equity dropped approximately $2.1 million in the 2007 fiscal year. The revenue reduction is due primarily to a decrease in sales of Visudyne in the US by QLT Inc., and consequent reduction in royalties paid to UBC. The UILO expects royalty revenues from this licensed technology to continue to decline during the coming fiscal year. Growth – The level of research support for UBC and its Affiliated Hospitals has grown manifold over the past 10 years. Consequently, invention disclosures have increased from 100 to 166 per year (with a record of 180 in 2005- 06) during the same period. Industry sponsored research projects grew from 747 to over 930. New Clients and Partners – Over 1000 new faculty members have been recruited to UBC over the eight year period 1999 to 2007. Over 200 of which are transfers from UBC Okanagan and over 100 are a result of the federal government’s Canada Research Chair program and join UBC as senior faculty members. Many of the others are joining UBC as tenure track Assistant Professors in their first role as a faculty member and require support to effectively launch their research programs. Increasingly Complex Projects – The movement from small, single lab projects to multimillion dollar, multi- institutional projects requires full-time project managers and special attention to the management of intellectual property and inter-institutional or multi-party agreements. New Venture Stimulation – In 2007 the UILO created 5 companies. Venture capital has maintained its recent position further downstream to companies that are closer to revenue generation. The gap between early stage technologies and the availability of seed capital is still an issue. Expanding Locations – The expansion of UBC’s campus locations to include first the Affiliated Teaching Hospitals, and now UBC Okanagan has its own set of challenges with growing expectations and the needs of new faculty, researchers, graduate and undergraduate students.

2007/08 Plans

For the past several years the UILO has developed and supported initiatives such as the New Ventures Program, International Business Development, and Education and Outreach that have broadened and enhanced the traditional scope of the office’s activities. Through their success, these activities are in the process of graduating from initiatives driven by the UILO to broader inter-departmental initiatives, which involve numerous stakeholders across the University community. In this broader University context the initiatives are poised to lay a strong foundation for entrepreneurial efforts and business development in the local community while also maximizing impact through economies of scale and the input and resources of a greater number of stakeholders. The transition of these programs out of the UILO also comes at a time when the office’s general operating budget has undergone a necessary reduction. The UILO therefore plans to focus on our core activities of facilitating University-Industry interactions at UBC, our Affiliated Hospitals and the UBC Okanagan Campus; and translating academic and clinical research into commercial outcomes.

VP Research Page 107 University Industry Liaison THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Research 5. Research Services Dean Kuusela, Director pro tem

Research Services provides management, compliance and other services to all phases (pre-award, award and post- award) of the $399 million UBC research activity.

At pre-award stage: Assist with identifying research opportunities and sources of research funding; Ensure compliance with UBC’s and funding agency research policies; Provide the institutional signature for all UBC applications for research funding. At award stage: Ensure compliance with UBC’s and funding agency research policies; Establish project grants and research project budgets; Upload all research budget data to FMS. At post-award stage: Transfer funds to/from collaborating institutions and manage fund deposits and budgets; Reconcile budget with cash received; Liaise with the Ethics, bio safety, and Animal Care processes; Record and report research statistics for UBC.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 1,231 - 19 - - 2 1,252 1,065

Salaries Academic* ------Staff 757 - - - - - 757 724 Other ------Total Salaries 757 - - - - - 757 724 Other Expenses 474 - 19 - - 2 495 413 Total Expenses 1,231 - 19 - - 2 1,252 1,137 Interfund Transfers In (Out) - - - - 900 - 900 1,047 Operating Budget Surplus (Deficit) - - - - 900 - 900 975

2006/07 Carryforward - - 8 - 1,680 7 1,695

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Transfer of IT budget support from ITS to ORS for the RISe system Increase in personnel costs due to mandated salary increases

2007/08 Plans

Development and implementation of RISe – Grants system Data cleanup and harmonization from legacy ORSIL database to RISe system Development and implementation of on-line research statistics search/query tools Maintain acceptable level of service to researchers

VP Research Page 108 Research Services THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Research 6. UBC Press R. Peter Milroy, Director

UBC Press has established itself as Canada’s premiere scholarly publisher in the social sciences with outstanding lists in politics, aboriginal studies, history, law, environmental studies and Asian studies. It will grow while maintaining high intellectual and production quality. In the past year, significant shortfalls in project funding from the Aid to Scholarly Publishing Programme have resulted in the publication of five fewer titles than projected. An increased funding base is anticipated in that program in the coming year. 2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding - 2,952 - - - 132 3,084 2,616

Salaries Academic* ------Staff - 1,114 - - - - 1,114 1,030 Other - 29 - - - - 29 - Total Salaries - 1,143 - - - - 1,143 1,030 Other Expenses - 1,940 - - - - 1,940 1,584 Total Expenses - 3,083 - - - - 3,083 2,614 Interfund Transfers In (Out) - 132 - - - (132) - - Operating Budget Surplus (Deficit) - 1 - - - - 1 2

2006/07 Carryforward - (83) 1 - - 493 411

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Revenue is expected to grow; seventy new titles are projected.

Expenses are projected to grow due to additional staff costs and increased costs with new publishing information management system (Klopotek).

2007/08 Plans

Increase new title output by 25% while maintaining the rigorous selection and peer review processes, close working relationships with authors and very high production standards that are a hallmark of books with the UBC imprint. Fully integrate the Klopotek system into our working methodology to: − Streamline and systematize information flow across the Press; − Intersect efficiently with the financial system for more timely management decision-making tools and greater transparency; − Provide more and better data internally and to customers and data aggregators, as well as better decision- making tools. Upgrade our ability to sell books directly to specialist users in Canada and around the world – through an improved Web strategy. Increase focus on marketing electronic editions to research libraries and individuals. Integrate production of print and electronic editions.

Endowments

Principal at Principal at March 31, March 31, Endowments ($ in thousands) 2007 2006 Total 2,686 2,686

VP Research Page 109 UBC Press THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Research 7. Peter Wall Institute for Advanced Studies Dianne Newell, Director

The Peter Wall Institute for Advanced Studies (PWIAS) supports basic research through outstanding interdisciplinary initiatives that have the potential to make important advances in knowledge. It is governed by a Board of Trustees and Deed of Trust. Funding for the Institute comes from two endowments. The Peter Wall Endowment comprises Peter Wall’s original gift of 6.5 million shares of Wall Financial Corporation with a carrying value of $17.9 million as of March 31, 2007. The dividends from these shares support the Residential Programs encouraging the interaction of distinguished scholars from a variety of disciplines - including the Wall Distinguished Professor, Distinguished UBC Scholars, and Early Careers Scholars - and a major portion of the Institute’s administration and summer institutes for research. The Hampton Endowment, a $10 million fund dedicated to the Institute, supports the Thematic Programs designed to sponsor speakers and collaborative research in interdisciplinary workshops, and team-based, multi-year research projects and the balance of the administrative costs.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding - 183 - - - 1,290 1,473 1,516

Salaries Academic* - - - - - 390 390 577 Staff - 9 - - - 118 127 222 Other - - - - - 3 3 9 Total Salaries - 9 - - - 511 520 808 Other Expenses - 174 - - - 779 953 708 Total Expenses - 183 - - - 1,290 1,473 1,516 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------

2006/07 Carryforward - 662 - - 3 495 1,160

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Mandated salary increases for staff and Director. Reduction in lease, but as a consequence, expenditure on purchase of conference room furniture and renovation of service area. Funding of a 2007 Summer Institute for Research (none in 2006). Funding of new Major Thematic Grant (none in 2006). Phase I renovation of Residential Area.

2007/08 Plans

Funding a 2007 Wall Summer Institute for Research, with a gala event at the Chan Centre 26 June. Phase I renovation of Residential Area for Office, Board Room, research meeting areas.

Endowments

Principal at Principal at Endowments ($ in thousands) March 31, 2007 March 31, 2006 Total 14,113 13,076 * Endowment Principal amounts are for Hampton and do not include Peter Wall Endowment.

VP Research Page 110 Peter Wall Institute for Advanced Studies THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Research

8. UBC Okanagan John Hepburn, Vice President

Research activity at UBCO is well underway, in spite of the challenges associated with evolving space and research infrastructure. New faculty are being hired with due consideration given to their research background and potential and are being introduced to the research opportunities locally, at UBCV, provincially and nationally through an evolving program of workshops and support services. The appointment of Dr. Alaa Abd-El-Aziz as Associate Vice-President Academic and Research at UBCO provides a focus for research organization that is being felt throughout the organization. Internal review of grant applications from UBCO has been initiated to maximize opportunity for success in national funding competitions. The development of laboratory space and research infrastructure is well underway thanks to a combination of institutional and CFI/BCKDF funding and a number of exciting projects are gaining momentum.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END Total Total

Total Revenue / Funding 467 - - - - - 467 1,775

Salaries Academic* ------318 Staff 139 - - - - - 139 379 Other ------176 Total Salaries 139 - - - - - 139 873 Other Expenses 328 - - - - - 328 855 Total Expenses 467 - - - - - 467 1,728 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------47

2006/07 Carryforward 21 - - - - - 21

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Research fund revenues and expenses have decreased by $1.4M because they are budgeted at the faculty level in 2007/08, whereas they were formerly grouped together and reported in the VP Research portfolio in 2006/07.

2007/08 Plans

Working with UBCO faculty and staff, develop and implement plans to enhance success in Tri-Council and CFI funding, including preparatory workshops and internal review. Work with the Office of the Vice-President Academic and Research and with the Associate Deans Research at UBCO to identify and support appropriate interactions between faculty at UBCO and UBCV with an aim of enhancing joint projects and funding at the two sites. Continue joint initiatives to enhance collaboration with the federal research centers in the Okanogan at Summerland (Pacific Agri-Food Research Centre) and White Lakes (Dominion Radio Astronomy Observatory). Develop a joint strategy for enhancing undergraduate research activities.

VP Research Page 111 UBC Okanagan

DETAILED BUDGETS

VICE PRESIDENT STUDENTS

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Students

Summary

The Vice President Student portfolio, as an international leader in student and alumni development and services, will ensure the opportunities and environment for students to thrive and for alumni to connect.

The Office of the Vice President Students is responsible for shaping the student experience and the living/learning environment for UBC students - prospective and current students, undergraduate and graduate – and for alumni. These responsibilities are met through portfolio program and service units, which collectively and in partnership with other University units, provide leadership in enriching and supporting the UBC student and alumni experience. The units that comprise the Vice President Students portfolio at UBCV and UBCO are:

Alumni Relations Student Development and Services Enrolment Services Housing, Conferences, and Child Care (Ancillary Enterprise) International Student Initiative Athletics and Recreation (Ancillary Enterprise) UBCO AVP Students

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding 18,866 14,905 - 68,645 354 102,770 92,077

Office of the Vice President 931 174 - - 91 1,196 904

Alumni Relations 2,525 52 - - 10 2,587 836

Enrolment Services 9,376 1,023 - - - 10,399 10,225

Student Development and Services 3,357 3,583 - - 4 6,944 6,654

Athletics and Recreation 180 973 - 11,339 194 12,686 11,145

Housing, Conference and Child Care 174 68,942 - 49,688 - 118,804 129,487

International Student Initiative - 5,696 - - - 5,696 5,213

UBCO AVP Students 1,604 157 - 206 - 1,967 1,294

UBCO Students 1,985 609 - - - 2,594 1,629

Total Expenses 20,132 81,209 - 61,233 299 162,873 167,387

Interfund Transfers In (Out) 1,265 (1,832) - 299 - (268) (225)

Operating Budget Surplus (Deficit) (1) (68,136) - 7,711 55 (60,371) (75,535)

Internal Loan* - 68,942 - - - 68,942 82,288

Net Operating Budget Surplus (Deficit) (1) 806 - 7,711 55 8,571 6,753

2006/07 Carryforward (60) 86,785 8 - 130 86,863

*The Housing, Conference and Child Care expense in the Specific Purpose fund of $68.9 million reflects the construction cost of the new Lower Mall Single Student Housing Residence at UBCV and the Hill Town Residence at UBCO. This will be funded through an internal loan.

Budget details for each Department within Students follow under each department.

VP Students Page 112 Summary THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Students 1. Office of Vice President Brian Sullivan, Vice President

The Office of the Vice President Students provides leadership and coordination for the implementation of the portfolio’s strategic priorities at the Okanagan and Vancouver campuses.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital ANC END Total Total

Total Revenue / Funding 931 - --- 91 1,022 704

Salaries Academic* 230 - --- - 230 220

Staff 224 - --- 45 269 291

Other ------9

Total Salaries 454 - --- 45 499 520

Other Expenses 477 174 --- 46 697 384

Total Expenses 931 174 --- 91 1,196 904

Interfund Transfers In (Out) ** - (176) --- - (176) 200

Operating Budget Surplus (Deficit) - (350) --- - (350) -

2006/07 Carryforward 62 655 22 - - 20 759

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this. ** Interfund transfer out of $350k to assist with central deficit will be paid from 2006/07 carryforward

2007/08 Plans

Expand child care spaces to address on-going shortage. Develop and introduce revised Non-Academic Misconduct Process. Support introduction of Ombuds Office. Increase activity coordinating the University’s role as host of a component of the 2010 Olympics. Expand Global Service Learning Initiative. Provide additional/reallocated resources to UBCO to ensure student programs & services are available. Continue to address emerging buyer’s market in student recruitment, especially UBCO, and resources to attract top applicants. Seek opportunities to create social space to meet increasing enrollment and higher student expectations. Enhance and expand athletics facilities at both campuses. Expand student residences at both campuses, including creation of HKU-UBC House at UBC-V.

VP Students Page 113 Office of Vice President THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Students 2. Alumni Relations and Affairs Marie Earl, Associate Vice President

As lifelong members of a shared community, alumni will be welcomed and valued stakeholders, contributing to and benefiting from the University’s achievements and ambitions. Alumni Affairs engages alumni, and students as future alumni, in the life of the University in its broadest sense. Through communications, connecting alumni to the institution and one another, and celebrating milestones, Alumni Affairs enriches the lives of alumni and positions them to be supporters of and advocates for UBC.

The governing objective for Alumni Affairs is to demonstrate to alumni and university constituents the mutual benefits of working together to further UBC’s achievements and ambitions. This will be achieved through a deliberate set of priorities:

BPR Implementation E-Strategies Alumni Centre Student Engagement as Future Alumni Strategic Alumni Relations with Key Populations Presidential Introductions II Advancement Partnerships Alumni Advocacy—Broad-Based and Government Focused Centenary Volunteer Engagement Partner, Partner, Partner

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital ANC END Total Total

Total Revenue / Funding 2,494 - - - - 10 2,504 766

Salaries Academic* ------Staff 608 - - - - - 608 - Other ------7 Total Salaries 608 - - - - - 608 7 Other Expenses 1,917 52 - - - 10 1,979 829 Total Expenses 2,525 52 - - - 10 2,587 836 Interfund Transfers In (Out) 30 52 - - - - 82 80 Operating Budget Surplus (Deficit) (1) - - - - - (1) 10

2006/07 Carryforward 10 (4) 17 - - 22 45

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

$1.7 million increase in GPO for Alumni Affairs due to: Increase in staff by 8.5 FTE and full fiscal impact of staff hired part way through last fiscal year; Launch of new online social networking tool and overhauled website; Business process reengineering project to roadmap next stage of alumni engagement; Delivery of high profile series of events globally with outgoing and incoming university presidents; Building of the alumni relations team and programming at UBC Okanagan campus; Surveys of graduate degree holding alumni; Entering into campus partnerships in support of students; Planning work for Alumni Centre and UBC Centenary.

VP Students Page 114 Alumni Relations and Affairs THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

2007/08 Plans

UBC’s alumni engagement is entering a new stage of maturity. In 2007/2008, we will focus on: Strategic communications with alumni; Building relationships with prominent alumni; Engaging alumni as volunteers; Implementing a comprehensive student engagement strategy; Contributing to the development of a campus-wide information management plan to aid customer relations Beginning to fundraise and develop programming for a new alumni centre.

VP Students Page 115 Alumni Relations and Affairs THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Students 3. Enrolment Services Brian Silzer, Associate Vice President and Registrar

Enrolment Services provides academic support and student services to the community at both UBC campuses and supports the University’s teaching, learning, and student development functions.

The units that comprise Enrolment Services1 encompass the student experience, from application to registration to graduation. These services include recruitment, information and advising, admission and re-admission, registration and academic record keeping, financial aid and awards administration, course and exam scheduling, graduation, degree auditing, fee assessment and collection, development and maintenance of University learning spaces, coordination of the Senates and their committees, student appeals, production of print and web versions of the UBC Calendar and other student publications, and design and maintenance of the Student Information System and websites.

Enrolment Services’ culture emphasizes customer service and partnerships. The department works closely with student groups and student service and academic units to deliver assistance that is streamlined and student-centered across the evolving multi-campus system.2

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 8,458 314 - - - - - 8,772 8,617

Salaries Academic* - 4 - - - - - 4 25

Staff 7,616 895 - - - - - 8,511 8,123

Other - 12 - - - - - 12 7

Total Salaries 7,616 911 - - - - - 8,527 8,155

Other Expenses 1,760 112 - - - - - 1,872 2,070

Total Expenses 9,376 1,023 - - - - - 10,399 10,225

Interfund Transfers In (Out) 918 708 - - - - - 1,626 1,608 Operating Budget Surplus (Deficit) - (1) - - - - - (1) -

2006/07 Carryforward 130 321 - - 8 - - 459 **

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this. ** 2006/07 carryforward includes a $412k capital reserve related to learning space improvements.

Budget Changes One time budget reduction and mandatory salary increases are included in this year’s budget. Impacts/response to these reductions and reallocations include: o Leaving various positions vacant for 2007-08, resulting in reduced service to students and the academic community and an impaired ability to carry out the plans outlined below, particularly those plans that are dependent on systems development/enhancement. o Eliminating printing of the Academic Calendar, starting with the 2008-09 edition, including the Vancouver, graduate and possibly the Okanagan Calendar (note the plans below to enhance the online Calendar which is currently updated quarterly). o Eliminating Student Financial Assistance & Awards annual report to the university community and to donors. Additional funds to support the administration of the growing Access Studies program. Additional funds to conduct triennial elections.

1 Enrolment Services units consist of: Administrative Services, Classroom Services, Communications Services, Records & Registration, Senate & Curriculum Services, Student Financial Assistance & Awards, Student Recruiting & Advising, Student Resources & Information Services, Student Systems and Undergraduate Admissions. 2 UBC’s multi-campus system includes UBCV, UBCO, Robson Square, Great Northern Way, and joint initiatives with other campuses.

VP Students Page 116 Enrolment Services THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

2007/08 Plans

The following plans are subject to the availability of adequate resources.

Strategic Enrolment Management Provide support to the new Strategic Enrolment Management Steering Committee whose initial focus will be on the design, development and implementation of a national recruitment strategy. Continue to meet enrolment targets for UBC Okanagan (see section 7.0). Complete review of Policy 72 (Access) and implement changes as appropriate. Support the UBC Transfer Credit Review Project.

Systems Lead, in conjunction with UBC IT, a small group of partner schools in developing the next generation Student Services System (SSS) through the Community Source process (the Kuali project). The new SSS will comprise modular “services” that make it easier to implement change, and will focus on the needs of end users – students, faculty, and staff in academic departments. Implement new online payment options to eliminate credit card payment for tuition for domestic students (supporting the University budget reduction strategy). Complete implementation of ezRecruit, a new recruitment portal to support international and domestic recruiting and integrate this with the student system and the Campus Wide Login (CWL). Develop new Student Information Systems (SIS) components to support and enhance awards management for both undergraduate and graduate students and administrative staff. Develop, in consultation with IT Services, a policy on data access distribution and data security to support Faculty third-party systems development. Upgrade Ad Astra to better support classroom scheduling. Complete implementation of a new and more automated sessional evaluation process to facilitate student promotion; enhance degree audit integration; implement a new transcript process and new official transcript; and improve capability to electronically transfer transcript data to other institutions. Develop new customer service and financial processes to support third party billing for students and First Nations Bands.

Process, Communication, and Customer Service Improvements Review, redesign, and streamline transfer credit practices and processes. Provide more self-serve web tools for staff to increase efficiency and improve service to students. These tools include content management systems, digital asset management, and event registration systems. Develop a comprehensive learning program to support staff in the delivery of customer service. Enhance the online Calendar to provide improved browsing, navigation, and RSS functionality; improve database updating to allow more efficient updating of Calendar content. Implement a communication plan for 2nd year students in collaboration with other units on campus (including faculties). Develop a policy on the appropriate use of email to better support UBC's communication with students, in consultation with the VP Students. Implement chat as a service for students.

Facilities Improvements and Upgrades Maintain and improve the quality of classroom, teaching lab and informal learning spaces and ensure an effective learning support infrastructure. Improve student service facilities at UBC Okanagan.

Other Conduct triennial elections.

VP Students Page 117 Enrolment Services THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Students Fred Fotis, Senior Director 4. Student Development and Services Janet Teasdale, Senior Director

Student Development and Services develops, promotes, and delivers innovative programs and services in the areas of career self-development, student wellness, academic readiness, access and diversity, disability services, student mobility, international student support, peer mentorship, first year experience and student leadership for undergraduate and graduate students. It also provides leadership to assess programs and services and the student experience.

Working in partnership with other units in the Vice President – Students’ portfolio, students and student organizations, faculty, staff, academic units, and alumni, Student Development and Services strengthens the learning environment and supports student success.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital ANC END Total Total

Total Revenue / Funding 3,040 2,219 195 - - 4 5,458 5,474

Salaries Academic* - 37 37 - - - 74 36 Staff 2,855 2,064 366 - - - 5,285 5,060 Other 83 36 68 - - - 187 31 Total Salaries 2,938 2,137 471 - - - 5,546 5,127 Other Expenses 419 815 160 - - 4 1,398 1,527 Total Expenses 3,357 2,952 631 - - 4 6,944 6,654 Interfund Transfers In (Out) 317 736 436 - - - 1,489 1,137 Operating Budget Surplus (Deficit) - 3 - - - - 3 (43)

2006/07 Carryforward 37 608 294 - - 4 943 **

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this. **2006/07 Carryforward includes a $398k reserve for renovations and improvements to Brock Hall and Student Health facilities.

2007/08 Plans

Significant projects starting Expand the Study Abroad and UBC Terms/Courses abroad options. Develop credit-bearing international service learning course work and placements in Arts, Business, Education and Science. Develop international internships through student mobility partners. Expand First Nations student mobility opportunities. Increase student financial assistance and awards for international learning program and projects. Transform Career Services current web resources into an integrated, interactive Careers Online / Future Mapping Website. Customize Career programs and services for target faculty. Expand integration of career programming in Faculty of Arts, particularly within Centre for Arts Students Services (CASS) initiative. Develop customized, web based Labour Market Information for faculties through Career Services. Create a Career Services hosted website that acts as a hub for mentoring expertise and experiential learning at UBC. Expand employer marketing initiatives and employment opportunities that promote UBC student and alumni brand;

VP Students Page 118 Student Development and Services THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Develop additional web-based modes of delivery for career programs and services. Appoint a Manager, Career Programs. Develop and implement career peer programs. Develop integrated peer program model to offer students UBC experiential learning opportunities. Expand support of new international students through pre-session orientation - Academic Success: Support for International Students (ASSIST). Implement peer advising model for international students. Implement a cross-institutional team to address first year experience, including orientation programs. Implement communication system with new students, academic orientation, and student life activities. Develop and implement UBC Community Learning Initiative. Develop a pilot to recognize student achievements outside academic accomplishments (Student Development in Engineering).

Efficiency improvements / reduction of costs Align mobility partnerships with UBC degree options. Implement student mobility support for international health rotations/placements. Implement an international learning and safety abroad briefing and registry for all students leaving the campuses on student- and faculty-led opportunities: key information and registry via an online workshop at no fee; additional programs and workshops available for a fee. Complete student mobility webware to enable systems-wide use, direct access to selected systems by UBC faculty/staff and student mobility partners - self-management by students. Eliminate UBC Connect program and consider required model for academic preparation and development programs. Offer student development programming specific to Faculty of Arts.

New partnerships Expand virtual exchange opportunities via Global Issues Program. Develop new mobility partnerships in UK, China, South America, Sub-Saharan Africa. Expand direct support for international students through partnerships with academic departments. Work collaboratively with academic units on LEAP (Learning Enhancement Academic Partnership). Consider and implement learning support services through Irving K. Barber Learning Centre.

Facilities improvements and upgrades Renovate International House to improve student, staff and community use. Develop peer program space in Student Union Building.

VP Students Page 119 Student Development and Services THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Students 5. International Student Initiative Donald Wehrung, Executive Director

The International Student Initiative (ISI) provides the recruitment leadership for international undergraduate and diploma programs.

Through the Initiative the University works actively to attract and retain outstanding students from a geographically- diverse range of countries, including the United States, Mexico and countries in Africa, Asia, Australia, Europe, Central and South America, and the Middle East. ISI collaborates with external organizations such as Canadian Embassies, and the British Columbia Centre for International Education to promote Canada in general and UBC in particular, as a venue for post-secondary education.

The Initiative also works closely with faculties, UBC Enrolment Services, and Student Development and Services to identify and address barriers to entry for international students, and to pay special attention to improving and expanding services critical to international student success at UBC. The Initiative also works closely with Canadian secondary schools and colleges from which a significant percentage of UBC's international students come.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital ANC END Total Total

Total Revenue / Funding - 9,437 - - - - 9,437 8,944

Salaries Academic* - 199 - - - - 199 200 Staff - 1,066 - - - - 1,066 1,028 Other - 70 - - - - 70 64 Total Salaries - 1,335 - - - - 1,335 1,292 Other Expenses - 4,361 - - - - 4,361 3,921 Total Expenses - 5,696 - - - - 5,696 5,213 Interfund Transfers In (Out) - (3,591) - - - - (3,591) (2,963) Operating Budget Surplus (Deficit) - 150 - - - - 150 768

2006/07 Carryforward - 4,252 - - - - 4,252

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

The budgets for both 06/07 and 07/08 do not include the effects of the recent AAPS settlement on ISI as a FFS unit. This settlement will increase ongoing ISI salary and benefits expenses for both affected M&P personnel directly within the ISI unit and many more who are supported by ISI funds within Enrolment Services, Student Development, and other centralized student service units. These increases in expenses will significantly reduce the projected budget surplus in 07/08 and future years.

2007/08 Plans

The ISI Steering Committee is pursuing a number of initiatives that would facilitate achieving the ISI mandate to increase the percentage of international students in undergraduate programs at UBC from a wide diversity of countries. These initiatives include implementing a common, electronic template as part of the application process to facilitate broad-based admission for prospective students who are finishing the last year of their secondary school studies outside of Canada; offering conditional admission to applicants for undergraduate programs who have outstanding academic records, but whose English language proficiency falls just short of our standard admission requirements with the condition being that they complete level 6 of the academic English program at the English Language Institute; and considering innovations to the enrolment management process such as scanning

VP Students Page 120 International Student Initiative THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

of admission documents, focusing on applicants and/or secondary schools that have strong potential for registering academically superior students, and redesigning the application and adjudication process in terms of electronic versus paper-based methods, timing and scope of validation of admission documents, and balancing of admissions-related work load between UBC Admissions and the Faculties. ISI has provided multi-year funding to purchase, adapt, and implement a client relationship management system called EZRecruit to facilitate and record all communication between prospective undergraduate students and UBC. This project is being conducted for all such prospective students, both international and domestic, in cooperation with Student Recruitment and several other administrative units within Enrolment Services. This project will be brought on-line in summer 2007. ISI is hosting the Overseas Association for College Admission Counseling (OACAC) conference at UBC on July 12-14, 2007. This conference brings together about 350 guidance and career counselors from secondary schools outside of North America and 150 recruiters and admissions officers from North American universities to discuss trends in students going abroad for undergraduate degree studies. This is the second time the conference has been held in Canada, and it is a wonderful opportunity to showcase the UBC Vancouver campus and its programs. In conjunction with UBC Admissions ISI is initiating for the first time a program to fast-track the applications of outstanding international students who have been identified by international recruiters and admissions personnel during the early stages of the application process. In addition, it is initiating a merit-based award program on a discretionary basis for outstanding international students to improve its yield rate among those offered admission. In conjunction with Enrolment Services, Student Development and Services, and the Faculties, ISI is developing a framework for identifying and measuring performance in the various stages of the process by which prospective students learn about, apply to, register at, study at, and graduate from UBC on their path to being productive UBC alumni. This framework will help us to better understand what roles each of our administrative units have in supporting students during this process and how well we are succeeding.

VP Students Page 121 International Student Initiative THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Students

6. UBC Okanagan Ian Cull, Associate Vice President

Reporting to the Office of the Vice President Students, the Associate Vice President Students provides leadership and coordination for the implementation of the portfolio’s strategic priorities at UBCO campus.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital ANC END Total Total

Total Revenue / Funding 1,604 12 - - 230 - 1,846 1,333

Salaries Academic* 78 - - - - - 78 - Staff 1,103 103 - - 22 - 1,228 906 Other 140 - - - - - 140 - Total Salaries 1,321 103 - - 22 - 1,446 906 Other Expenses 283 54 - - 184 - 521 388 Total Expenses 1,604 157 - - 206 - 1,967 1,294 Interfund Transfers In (Out) - 145 - - - - 145 - Operating Budget Surplus (Deficit) - - - - 24 - 24 39

2006/07 Carryforward 101 60 72 - - - 233

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Consolidation of approved under funded positions within the Student Development Portfolio. Addition of Learning Centre Coordinator and Academic Advising position. Increased support to Campus Health and Wellness. Increased support to Campus Life Program. Increased support to Student Services Desk and Switchboard.

2007/08 Plans

Continue to work to lower attrition rates through the Campus Life Program, the U-Turn Program, the Learning Centers and Academic Advising Office. Assume the operation of the University Switchboard as part of the Front Desk operation. Implement Access Program for Aboriginal Students' Union. Continue to improve the campus experience through Residence Life, Campus Life, Campus Recreation collaborative programming.

VP Students Page 122 UBC Okanagan THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Vice President, Students

7. UBCO ES/ISI/Alumni Brian Sullivan, Vice President

The summary budget table in this section includes the budgets for the UBC Okanagan operations of the system-wide units of Alumni Relations and Affairs (see section 2.0 Vice President Students Detailed Budgets), Enrolment Services (see section 3.0 Vice President Students Detailed Budgets), and the International Student Initiative (see section 5.0 Vice President Students Detailed Budgets).

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital ANC END Total Total

Total Revenue / Funding 1,985 751 - - - - 2,736 1,633

Salaries Academic* ------Staff 1,113 318 - - - - 1,431 966 Other ------4 Total Salaries 1,113 318 - - - - 1,431 970 Other Expenses 872 291 - - - - 1,163 659 Total Expenses 1,985 609 - - - - 2,594 1,629 Interfund Transfers In (Out) - (145) - - - - (145) - Operating Budget Surplus (Deficit) - (3) - - - - (3) 4

2006/07 Carryforward (400) 66 - - - - (334)

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Additional $735K (of which $672K is one-time) for enhanced recruiting activities to support meeting the rapidly growing enrolment targets for UBC Okanagan.

2007/08 Plans

See sections referred to above for further information on plans for 2007/08.

VP Students Page 123 UBC Okanagan ES/ISI/Alumni

DETAILED BUDGETS

DEPUTY VICE CHANCELLOR UBC OKANAGAN

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan Deputy Vice Chancellor

Summary

UBC Okanagan (UBCO) opened in September 2005, as a distinctive, small university campus. The Okanagan campus hosts seven faculties and schools, and current domestic enrolment is approximately 4,100 full and part-time students. UBCO’s initial target was to achieve an enrolment of 7,500 students (7,000 undergraduates and 500 graduates) by 2010. Two factors will have a minor effect on this target. First, changing demographics in the K-12 system will slow growth. Second, in order to assist in the growth of graduate spaces at the system level, government has reduced the UBCO undergraduate numbers by 131 students.

Capital expansion and faculty/staff hiring continue in order to support the enrolment expansion. Approximately sixty new faculty and staff will be hired in the coming year while several buildings are under construction or in the final planning stages.

UBCO is funded for a total of 5,461 FTEs in 2007/08, an increase of 912 FTEs from the 2006/07 level of 4,549 FTEs.

New Era – Increasing Opportunities:

Specific funding for targeted increases in student spaces for certain programs is included in the provincial operating grant. Specific funding commitments were made to enable the following initiatives:

1. Computer Sciences, Electrical and Computer Engineering – UBCO’s target for 2007/08 is a total of thirty-five student FTEs;

2. Nursing – UBCO’s target for 2007/08 is a total of 467 student FTEs, including thirty-five graduate student spaces. This student FTE target is expected to increase to 513 FTEs by 2008/09. Nursing demand continue to outstrip spaces;

3. A new program in Human Kinetics will be launched in September 2007 with an initial admission of forty students.

The UBCO Deputy Vice Chancellor portfolio includes seven faculties and schools and a variety of supporting departments such as Operations, Learning Services, Alumni and Public Affairs.

The following table summarizes the budget portfolio of the UBCO Deputy Vice Chancellor. See the Ancillaries section for details of the UBCO Ancillary budgets.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding 41,042 1,325 4,219 306 339 47,231 32,506

Office of the Deputy Vice Chancellor 1,606 - - - - 1,606 1,060 Operations 4,554 2,315 - 229 - 7,098 3,342 Learning Services 4,770 380 - - - 5,150 4,246 Academic and Research 30,112 326 4,219 - 286 34,943 23,915 Total Expenses 41,042 3,021 4,219 229 286 48,797 32,563 Interfund Transfers In (Out) - 1,375 - - - 1,375 66 Operating Budget Surplus (Deficit) - (321) - 77 53 (191) 9

2006/07 Carryforward 1,078 2,078 3,621 - 600 7,377

UBC Okanagan Deputy Vice Chancellor Page 124 Summary THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan Deputy Vice Chancellor 1. Office of the Deputy Vice Chancellor Doug Owram, Deputy Vice Chancellor

The Deputy Vice Chancellor (DVC) concurrently holds the title Vice President Academic and Research and is located at the UBCO campus. The DVC reports to the President and is responsible for the overall operations of UBCO. At the system level the DVC is a member of the Senior Executive team and sits as a resource on the Board and Board committees.

A budget for the Office of the DVC has been established to include salary and non-salary expenses relating to the function of the Office.

The Office of the DVC supports two standing committees chaired by the DVC, the DVC-Executive Committee consisting of senior staff, Deans and AVPs and the AVP-DVC Committee.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 1,606 ------1,606 1,060

Salaries Academic* 305 ------305 - Staff 441 ------441 502 Other ------Total Salaries 746 ------746 502 Other Expenses 860 ------860 558 Total Expenses 1,606 ------1,606 1,060 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------

2006/07 Carryforward 112 ------112

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

2007/08 Plans

The Office of the DVC will focus on the implementation and adjustment of the Academic Plan as part of the ongoing campus build-out. The Office of the DVC will lead the development of transparent and sustainable resource allocation and budget planning. UBCO continues to engage in discussions about a capital campaign. The Office of the DVC will work closely with Fund Development on these arrangements. Work continues at the system level to clarify the relationships between UBCO, UBCV and the overall UBC system.

UBC Okanagan Deputy Vice Chancellor Page 125 Office of the Deputy Vice Chancellor THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan Deputy Vice Chancellor

2. Operations Aidan Kiernan, Associate Vice President

Although the AVP Operations reports to the DVC and the VP Administration and Finance, the budget reporting relationship is solely to the UBCO DVC.

For budgeting purposes, the AVP Operations portfolio includes: Office of the AVP Operations; Land and Building Services; Utilities; Campus Security and Parking; Campus Mail.

The AVP Operations also has (non-budgetary) responsibilities for several dual-report departments, including Campus and Community Planning and Ceremonies (whose budget reporting relationships are to the VP External and Legal Affairs), Public Affairs (whose budget reporting relationship is to the DVC) and Financial Services (whose budget reporting relationship is to the VP Administration and Finance).

The combined budget for these areas for 2007/08 is as follows:

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 4,554 - - 941 - 306 - 5,801 3,282

Salaries Academic* ------Staff 854 - - - - 46 - 900 764 Other ------Total Salaries 854 - - - - 46 - 900 764 Other Expenses 3,700 - - 2,315 - 183 - 6,198 2,578 Total Expenses 4,554 - - 2,315 - 229 - 7,098 3,342 Interfund Transfers In (Out) - - - 1,375 - - - 1,375 66 Operating Budget Surplus (Deficit) - - - 1 - 77 - 78 6

2006/07 Carryforward (559) ------(559)

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Revenue/funding and expense variances due to: − Portable rental costs while building construction in progress; − New security manager position and increased campus security requirements; − Mountain Weather Office lease for current and prior years; − Increased operational expenses resulting from campus growth; − Growth in Ancillary Parking revenue and expenses with increasing student, staff and faculty population; − Capital includes Annual Capital Allowance projects and UBCO Flyover.

2007/08 Plans

Classroom upgrades. Various renovations to accommodate increase of faculty, staff and students. Renovations to Library Reading Room space. Renovations to IT Services technical space.

UBC Okanagan Deputy Vice Chancellor Page 126 Operations THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan Deputy Vice Chancellor

3. Learning Services Gwen Zilm, Associate Vice President

In support of the mission and values of UBC and the Academic Plan of UBCO, the goal of Learning Services is to provide integrated academic support services for students, faculty and staff at UBCO, and to provide adult learning opportunities within a Continuing Studies unit.

The AVP Learning Services units with budget reporting to the DVC are: Office of the AVP Learning Services; Library; Information Technology Services; Centre for Teaching and Learning; and Community and Continuing Studies.

The combined budget for these areas for 2007/08 is as follows:

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 4,770 200 - - - - - 4,970 4,246

Salaries Academic* 92 ------92 - Staff 2,086 ------2,086 1,765 Other ------Total Salaries 2,178 ------2,178 1,765 Other Expenses 2,592 180 200 - - - - 2,972 2,481 Total Expenses 4,770 180 200 - - - - 5,150 4,246 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) - 20 (200) - - - - (180) -

2006/07 Carryforward 470 (42) 340 - - - - 768

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Projected 2007/08 Specific Purpose fund deficit is based on $200,000 in anticipated expenditures against the UBCO Library Transition Fund $400,000 surplus carry forward.

2007/08 Plans

Launch a three-year cyclical replacement plan for student access PC labs. Expand the cyclical replacement plan for faculty and staff computers to include new hires. Implement computer technical support and library support for research activities. Implement web and database support for custom applications outside IronPoint. Expand technical support for classroom audio/visual technology including projectors, computers, amplification systems, videoconferencing and other specialized equipment. Launch an internet based public affairs and event display system. Increase study seating in the Library. Collaborate with Faculty of Education in launch of a Summer Institute in Education as a pilot for a UBCO Continuing Studies certificate. Prepare a development plan for Continuing Studies at UBCO.

UBC Okanagan Deputy Vice Chancellor Page 127 Learning Services THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Present the first UBCO Teaching Excellence and Innovation Award. Develop plans for funding support for the enhancement of teaching and learning.

UBC Okanagan Deputy Vice Chancellor Page 128 Learning Services THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan Deputy Vice Chancellor Alaa Abd-El-Aziz, Associate Vice President 4. Academic and Research and Chief Operating Officer

The UBCO Academic and Research portfolio includes the Office of Academic Research and seven faculties and schools:

Irving K. Barber School of Arts and Sciences provides students the opportunity to obtain a well-rounded education in the foundational areas of knowledge, including the Arts, the Humanities, and the Social, Natural, and Physical Sciences. At the undergraduate level we offer a Bachelor of Arts (BA) or a Bachelor of Science (BSc) degree. Masters and Doctoral programs in Biology, Chemistry, Environmental Sciences, Mathematics, and Psychology are offered alongside the Interdisciplinary Graduate Program coordinated by the College of Graduate Studies.

The Faculty of Creative and Critical Studies brings together traditional disciplines related to the creation and analysis of the arts and creative culture. The Faculty also offers opportunities for interdisciplinary studies at the graduate and undergraduate levels. Students can explore their interests in art history, creative writing, cultural studies, English, French, Japanese, Spanish, performance/theatre, and visual arts.

The Faculty of Education’s mission is to educate teachers who will exemplify those attitudes, abilities and qualities of mind that are requisite for successful teaching. The Faculty's established goal in achieving this mission is to offer a teacher education program of the highest quality.

The activities of the Faculty of Applied Science at UBCO are carried out primarily through its School of Engineering. Through the School, the Faculty offers Bachelor of Applied Science (BASc) programs in Civil Engineering, Electrical Engineering, and Mechanical Engineering. At the graduate level, the Faculty offers Master of Engineering, Master of Applied Science and PhD programs in these three disciplines.

College of Graduate Studies offers graduate degrees in the following areas: Engineering, Biology, Chemistry, Environmental Sciences1, Education, Interdisciplinary Studies, Mathematics, Nursing, Psychology and Social Work. The College of Graduate Studies has a mandate of continuous expansion through 2010.

The Faculty of Health and Social Development is committed to building on the foundations of disciplinary excellence to construct unique interprofessional and interdisciplinary educational programming at both the undergraduate and graduate level. Undergraduate programs of study are offered in Nursing, Social Work, Health Studies (beginning in September 2007) and Human Kinetics (beginning September 2007). At the graduate level, the Faculty offers a Master of Science in Nursing and Master of Social Work, and collaborates with other faculties to offer interdisciplinary health-focused Masters and Doctoral degree programs.

The Faculty of Management offers a four-year undergraduate program leading to the Bachelor of Management degree. The degree program is structured in a two-plus-two format with a unique and engaging program that challenges every student to learn, experience the world in meaningful ways, and become an exceptional business leader.

1 Approved by UBCO Senate and Board of Governors, pending final provincial approval UBC Okanagan Deputy Vice Chancellor Page 129 Academic and Research THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

The following table summarizes the 2007/08 budget portfolio of UBCO Academic and Research.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding 30,112 184 4,219 - 339 34,854 23,918

Office of Academic and Research 3,814 240 4,219 - - 8,273 2,032 Faculty of Education 1,930 4 - - - 1,934 1,449 College of Graduate Studies 493 20 - - - 513 411 Faculty of Management 307 - - - - 307 285 Faculty of Creative and Critical Studies 5,032 - - - - 5,032 4,339 Faculty of Health and Social Development 4,517 - - - - 4,517 3,990 School of Engineering 1,654 - - - - 1,654 640 Irving K. Barber School of Arts and Sciences 12,365 62 - - 286 12,713 10,769 Total Expenses 30,112 326 4,219 - 286 34,943 23,915 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) - (142) - - 53 (89) 3

2006/07 Carryforward 1,055 1,780 3,621 - 600 7,056

Budget details for each faculty or business unit within this portfolio follow under each faculty and unit.

Budget Changes

GPO budget increase resulting from the rapid expansion of UBCO to meet its student FTE targets; significant hiring of new continuing faculty members and staff, additional Teaching Assistant support, additional start up funds for new faculty, and expanded faculty recruitment. Major Specific Purpose expenses against prior year surplus include: sponsorship of international students and capital expenditures for Health and Social Development; and equipment replacement for the Faculty of Creative and Critical Studies. Newly established endowments that are now generating annual revenues (e.g. Barber Endowment Fund) Sponsored Research activities previously included within the Vice President Research budget. Sponsored Research budget increase due to growth of faculty and research infrastructure to support the Trek 2010 goals of development of outstanding research in all disciplines and encouragement of local, national and international research partnerships.

2007/08 Plans

Ensure hiring follows the strategic plan. Ensure faculties and units work within budget allocations this year.

UBC Okanagan Deputy Vice Chancellor Page 130 Academic and Research THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan Deputy Vice Chancellor Alaa Abd-El-Aziz, Associate Vice President 4.1 Office of Academic and Research and Chief Operating Officer

The Office of the AVP Academic and Research is comprised of two areas: (1) academic; and (2) research. The academic area supports the recruitment of new faculty and staff for the academic units, monitors and approves the budget for all faculties and colleges and manages other academic issues and programming.

The AVP Academic and Research is also responsible for the Internal Grant Program and faculty start ups. The AVP is also the signatory for all Tri-Council grants and all research contracts for the UBCO campus.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 3,814 - 50 - 4,219 - - 8,083 2,032

Salaries Academic* 179 - - - 1,023 - - 1,202 - Staff 290 - 10 - 790 - - 1,090 80 Other 750 - 8 - 536 - - 1,294 504 Total Salaries 1,219 - 18 - 2,349 - - 3,586 584 Other Expenses 2,595 - 222 - 1,870 - - 4,687 1,448 Total Expenses 3,814 - 240 - 4,219 - - 8,273 2,032 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) - - (190) - - - - (190) -

2006/07 Carryforward 590 - 120 - 3,621 - - 4,331

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

New initiatives to support the growth of the UBCO Campus that include: Teaching Assistant support, start up funds for new faculty, expanded faculty recruitment, and new staff positions. Sponsored Research funds now fall under the AVP Academic and Research.

2007/08 Plans

Distribution of internal grant funds to establish initial funding for research. This may include travel costs and support for graduate and undergraduate activities. New strategic direction for recruitment and allocation of Teaching Assistants. Start ups to aid in the expansion of campus initiatives and to build infrastructure for new recruits.

UBC Okanagan Deputy Vice Chancellor Page 131 Office of Academic and Research THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan Deputy Vice Chancellor 4.2 School of Engineering Dean Michael Isaacson

The activities of the Faculty of Applied Science at UBCO are carried out primarily through its School of Engineering. Through the School, the Faculty offers BASc programs in Civil Engineering, Electrical Engineering, and Mechanical Engineering. At the graduate level, the Faculty offers Master of Engineering, Master of Applied Science and PhD programs in these three disciplines. The BASc programs have a distinctive pedagogy and delivery mode that focuses on project-based learning, close student-faculty interactions, and a close integration between curriculum components and between fundamentals and applications. The initial cohort of students entered the first year of the BASc program in September 2005, and will advance to the third year in September 2007.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 1,654 25 - - - - - 1,679 640

Salaries Academic* 1,206 ------1,206 440 Staff 136 ------136 80 Other ------16 Total Salaries 1,342 ------1,342 536 Other Expenses 312 ------312 104 Total Expenses 1,654 ------1,654 640 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) - 25 - - - - - 25 -

2006/07 Carryforward (1) 13 - - - - - 12

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

The budget changes are associated with the Faculty’s growth plan, influenced primarily by projected increases in the numbers of faculty and staff and in other teaching expenses associated with increased enrollments.

Revenue Sources

Fee for service revenue arises from the Professional Activities Fee charged to BASc students.

2007/08 Plans

Further expansion in BASc enrollments, consistent with the Academic Planning Model for the campus. Curriculum development and delivery and the establishment of teaching facilities, associated with the third year BASc program in 2007/08 and preparation for the fourth year program in 2008/09. Ongoing faculty and staff recruitment, consistent with the Academic Planning Model for the campus. Development and expansion of the Faculty’s three graduate programs. Enhancement of the environment provided to faculty members to enable them to undertake teaching and to assist them in developing their capabilities and contributions in research.

UBC Okanagan Deputy Vice Chancellor Page 132 School of Engineering THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Applied Science in Engineering 232 5,453 170 5,346

1 Undergraduate enrolment figures (projections and actuals) are based upon 30-credit FTEs as of Nov 1 2 Tuition fees represent typical fee for normal load

UBC Okanagan Deputy Vice Chancellor Page 133 School of Engineering THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan Deputy Vice Chancellor 4.3 Faculty of Management Dean pro tem Alaa Abd-El-Aziz

The mission of the Faculty of Management is to develop sustainable enterprise knowledge and leaders through outstanding research, teaching and service.

The Faculty offers a four-year undergraduate program leading to the Bachelor of Management degree. The degree program is structured in a two-plus-two format with a unique and engaging program that challenges every student to learn, experience the world in meaningful ways, and become an exceptional business leader.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 307 5 - - - - - 312 285

Salaries Academic* 278 ------278 256 Staff ------Other ------Total Salaries 278 ------278 256 Other Expenses 29 ------29 29 Total Expenses 307 ------307 285 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) - 5 - - - - - 5 -

2006/07 Carryforward 52 43 - - - - - 95

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Revenue Sources

Fee for service revenue primarily comes from ISI tuition.

2007/08 Plans

Complete search for Dean. Hire new faculty and support staff to support program growth.

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Management 262 4,257 160 4,174

1 Undergraduate enrolment figures (projections and actuals) are based upon 30-credit FTEs as of Nov 1 2 Tuition fees represent typical fee for normal load

UBC Okanagan Deputy Vice Chancellor Page 134 Faculty of Management THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan Deputy Vice Chancellor 4.4 Faculty of Creative and Critical Studies Dean Robert Belton

The vision of the Faculty of Creative and Critical Studies (FCCS) is “to celebrate creative culture through theory and practice, reflection and analysis”.

The Faculty brings together traditional disciplines related to the creation and analysis of the arts and creative culture. The Faculty also offers opportunities for interdisciplinary studies at the graduate and undergraduate levels. Students can explore their interests in art history, creative writing, cultural studies, English, French, Japanese, Spanish, performance/theatre, and visual arts.

The Faculty of Creative and Critical Studies is an administrative hybrid of what used to be the Departments of English, Fine Arts, and Modern Languages. The Department of Creative Studies consists of 17 faculty members in creative writing, theatre, and visual arts. The Department of Critical Studies consists of 36 faculty members in art history, English, French, Japanese and Spanish.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 5,032 ------5,032 4,339

Salaries Academic* 4,496 ------4,496 3,928 Staff 321 ------321 199 Other 66 ------66 62 Total Salaries 4,883 ------4,883 4,189 Other Expenses 149 ------149 150 Total Expenses 5,032 ------5,032 4,339 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------

2006/07 Carryforward 201 255 121 - - - - 577

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

2007/08 Plans

Support and expand interdisciplinary graduate studies programs within the Faculty. Refine and streamline existing processes, develop graduate handbooks specific to graduate programs and, identify Master of Arts advisors in each area. Identify a faculty undergraduate coordinator. Plan and develop summer institute in Languages and Creative Arts, with both credit and non-credit modules, for implementation in Summer 2008. Increase Faculty profile by adding to promotional material and expanding events to increase student enrolment and encourage external donor interest. Develop partnerships with arts and cultural groups in the Okanagan (e.g. Kelowna Art Gallery, French Cultural Centre). Develop common 1st year experience - one for all UBCO students and one for FCCS students. New or revised programs: Bachelor of Fine Arts in Creative Studies/Performance, Cultural Studies, Art History, Master of Fine Arts in Creative Studies. Develop convergence courses: Creative and Critical Studies 100 and 101, Visual Arts 482 and 483, Art History 350. Increase opportunities for faculty and graduate student interaction and collaborations through the introduction of weekly "coffee break" or "wine bar" meetings.

UBC Okanagan Deputy Vice Chancellor Page 135 Faculty of Creative and Critical Studies THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Arts3 1,367 4,257 1,435 4,174 Bachelor of Fine Arts 127 4,257 140 4,174

2006/07 Actuals FTE4 5 Graduate Total 2

1 Undergraduate enrolment figures (projections and actuals) are based upon 30-credit FTEs as of Nov 1 2 Tuition fees represent typical fee for normal load 3 FTE total for the Bachelor of Arts program represents both UBCO faculties offering the program (Arts and Sciences and Creative and Critical Studies) 4 Graduate enrolment figures represent annualized FTE students 5 Graduate enrolment projections for 2007/08 not available at time of publishing

UBC Okanagan Deputy Vice Chancellor Page 136 Faculty of Creative and Critical Studies THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan Deputy Vice Chancellor 4.5 Faculty of Education Dean Robert Campbell

The mission of the Faculty of Education at UBCO is to educate teachers who will exemplify those attitudes, abilities and qualities of mind that are requisite for successful teaching. The Faculty's established goal in achieving this mission is to offer a teacher education program of the highest quality.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 1,930 11 - - - - - 1,941 1,449

Salaries Academic* 1,637 ------1,637 1,230 Staff 215 ------215 150 Other 16 ------16 15 Total Salaries 1,868 ------1,868 1,395 Other Expenses 62 4 - - - - - 66 54 Total Expenses 1,930 4 - - - - - 1,934 1,449 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) - 7 - - - - - 7 -

2006/07 Carryforward 56 13 6 - - - - 75

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Revenue Sources

Fee for service revenue primarily comes from ISI tuition.

2007/08 Plans

In September 2007, the Faculty will launch an Indigenous Language Education Developmental Standard Teaching Certificate. The Faculty hopes to offer more opportunities for aboriginal students to become language teachers and general elementary and subject specific secondary teachers. The Faculty is planning to expand Graduate offerings into areas of Education Technology and Educational Leadership and Administration. In September 2007, the Faculty will begin to offer Post Graduate Certificate/Diploma in Inclusive Education/Special Needs. The Faculty is planning an additional Post Graduate Certificate/Diploma in Language Arts and Literacy to begin in September 2008. Due to increased student enrolments expectations in both Graduate and Undergraduate Programs, the Faculty will require new hires in the areas of: Aboriginal Education, Educational Administration, Secondary English/Language Arts, and Secondary Socials/Social Sciences. The Faculty wishes to have the School Experience Coordinator position changed from M&P to Senior Instructor so the person in this position can assist in directing Graduate students. The Faculty is continuing to develop overseas practicum placements in Australia and China. The Faculty is working with UBC International to establish placement opportunities in Great Britain. In cooperation with Community and Continuing Studies, the Faculty is launching the inaugural Summer Institute in Education, July 2007. The Faculty plans to advertise across Western Canada in 2007/08 and are expecting up to 500 students to participate in the 2008 Summer Institute. The Faculty wishes to expand the practicum placement/recruitment and professional development outreach into the Kootenay area of the province.

UBC Okanagan Deputy Vice Chancellor Page 137 Faculty of Education THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

The Faculty continues to strengthen partnerships with the school districts in the catchment area. The Faculty is planning several opportunities that will include UBC Alumni in events and activities.

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Post-Baccalaureate Programs Bachelor of Education Elementary 145 10,747 155 10,536 Bachelor of Education Secondary 72 8,060 71 7,902

2006/07 Actuals FTE3 4 Graduate Total 17

1 Enrolment figures (projections and actuals) are based upon 30-credit FTEs as of Nov 1 2 Tuition fees represent typical fee for normal load 3 Graduate enrolment figures represent annualized FTE students 4 Graduate enrolment projections for 2007/08 not available at time of publishing

UBC Okanagan Deputy Vice Chancellor Page 138 Faculty of Education THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan Deputy Vice Chancellor 4.6 College of Graduate Studies Dean Marvin Krank

UBCO offers graduate degrees in the following areas: Engineering, Biology, Chemistry, Environmental Sciences1, Education, Interdisciplinary Studies, Mathematics, Nursing, Psychology and Social Work. The College of Graduate Studies has a mandate of continuous expansion through 2010. The growth rate to date has been remarkable. Forty-six graduate students (headcount) started in the first year of UBCO. For the 2006/07 academic year, the number has risen to over 150 and the number is projected to rise to about 250 in the 2007/08 academic year.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 493 20 - - - - - 513 413

Salaries Academic* 176 ------176 148 Staff 112 15 - - - - - 127 41 Other ------Total Salaries 288 15 - - - - - 303 189 Other Expenses 205 5 - - - - - 210 222 Total Expenses 493 20 - - - - - 513 411 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------2

2006/07 Carryforward - 29 29 - - - - 58

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Revenue Sources

Fee for service revenue primarily comes from application fees.

2007/08 Plans

The College plans to launch new initiatives in recruitment, orientation, and professional development. The College intends to move to a fully on-line application system. A system of support for thesis writing and defenses is under development. The College plans to move to an electronic thesis submission system during the year. New programming with standing program committees will be developed around interdisciplinary faculty clusters of research expertise within the Interdisciplinary Graduate Studies program. Fundraising for graduate student support and a residential graduate college will be a priority this year.

1 Approved by UBCO Senate, and Board of Governors, pending final provincial approval UBC Okanagan Deputy Vice Chancellor Page 139 College of Graduate Studies THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan Deputy Vice Chancellor 4.7 Irving K. Barber School of Arts and Sciences Dean Bernard Bauer

The Irving K. Barber School of Arts and Sciences provides students the opportunity to obtain a well-rounded education in the foundational areas of knowledge, including the Arts, the Humanities, and the Social, Natural, and Physical Sciences. Traditional boundaries between academic disciplines are challenged and broken down both intellectually and administratively in an attempt to give students seamless access to breadth of knowledge, culture, and academic freedom. The overarching mission is to graduate global citizens for the 21st Century—intellectual and moral leaders empowered to guide the world toward a civil and sustainable future shared by all.

A wide array of programs and courses are offered in the Irving K. Barber School of Arts and Sciences at both the undergraduate and graduate level. A Bachelor of Arts (BA) or a Bachelor of Science (BSc) degree is typically four years in duration, with Major, Minor, and Honours options. Masters and Doctoral programs in Biology, Chemistry, Environmental Sciences, Mathematics, and Psychology are offered alongside the Interdisciplinary Graduate Program coordinated by the College of Graduate Studies.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 12,365 73 - - - - 338 12,776 10,770

Salaries Academic* 11,220 - - - - - 96 11,316 9,882 Staff 633 11 - - - - - 644 390 Other 162 6 - - - - 85 253 147 Total Salaries 12,015 17 - - - - 181 12,213 10,419 Other Expenses 350 45 - - - - 105 500 350 Total Expenses 12,365 62 - - - - 286 12,713 10,769 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) - 11 - - - - 52 63 1

2006/07 Carryforward 394 961 15 - - - 599 1,969

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

Budget Changes

Annual budgets are transitional because of the rapid expansion of UBCO to meet its student FTE targets set by the provincial government. Significant increases in budget line variances are due mainly to hiring of new continuing faculty members and staff (consistent with the expansion of UBCO), negotiated across-board salary increases, allocation of international student fees, and newly established endowment funds that are now generating significant annual revenues (e.g. Barber Endowment Fund).

Revenue Sources

Fee for service revenue primarily comes from external sources that flow through the Okanagan Regional Chemical Analysis Centre and the Centre for Species at Risk and Habitat Studies as well as the International Student Initiative. Endowment revenue derives primarily from the Barber Endowment Fund and the Forest Renewal British Columbia (FRBC) Endowment Fund in support of Watershed Management.

UBC Okanagan Deputy Vice Chancellor Page 140 Irving K. Barber School of Arts and Sciences THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

2007/08 Plans

Implementation of new graduate programs in Biology, Chemistry, Environmental Sciences, Mathematics, and Psychology. Develop new curriculum in the area of sustainability. Expanded offerings in summer semester. Increase in student enrollments by approximately 400 to 500 FTEs to meet provincial targets. Intensification of faculty and student research activities and integration with overall learning-oriented mission of the School.

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Arts3 1,367 4,257 1,435 4,174 Bachelor of Science 795 4,257 766 4,174 Pre-Pharmacy program 31 4,257 31 4,174

2006/07 Actuals FTE4 5 Graduate Total 36

UBC Okanagan Deputy Vice Chancellor Page 141 Irving K. Barber School of Arts and Sciences THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBC Okanagan Deputy Vice Chancellor 4.8 Faculty of Health and Social Development Dean Joan L. Bottorff

Undergraduate programs of study are offered in Nursing, Social Work, Health Studies (beginning in September 2007) and Human Kinetics (beginning September 2007). At the graduate level, the Faculty offers a Master of Science in Nursing and Master of Social Work, and collaborates with other faculties to offer interdisciplinary health-focused Masters and Doctoral degree programs.

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES ANC END Total Total

Total Revenue / Funding 4,517 - - - - - 1 4,518 3,990

Salaries Academic* 3,915 ------3,915 3,583 Staff 308 ------308 204 Other 28 ------28 26 Total Salaries 4,251 ------4,251 3,813 Other Expenses 266 ------266 177 Total Expenses 4,517 ------4,517 3,990 Interfund Transfers In (Out) ------Operating Budget Surplus (Deficit) ------1 1 -

2006/07 Carryforward (237) - 175 - - - 1 (61)

*Academic includes Faculty + Sessional; 2006/07 budget has been restated to reflect this.

2007/08 Plans

A new Bachelor of Human Kinetics program will begin September 2007 with enrollment of sixty students. A new Bachelor of Arts in Health Studies program will commence in September 2007 with sixty students. Plans are to expand the Human Patient Simulator Practice Laboratory to support continued expansion of the Nursing undergraduate program. The School of Nursing is undergoing an accreditation process for the BSN program, and we are preparing for accreditation of the BSW and MSW in the School of Social Work. The Faculty will continue to strengthen international partnerships, particularly in Ghana. The number of undergraduate students completing practicum placements in Ghana is expected to increase in 2008/09. The Faculty will continue to expand graduate and research programs. The Faculty will establish a second Canadian Research Chair in Health Studies (pending approval) with a focus on Aboriginal Health Research. Once the Faculty receives Ministry confirmation of funding for planning the Bachelor of Medicine program at UBCO, work will begin on this task.

UBC Okanagan Deputy Vice Chancellor Page 142 Faculty of Health and Social Development THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Enrolment and Tuition

2007/08 Projections 2006/07 Actuals FTE1 Tuition2 FTE1 Tuition2 Undergraduate Bachelor of Science in Nursing 309 4,257 299 4,174 Bachelor of Social Work 94 4,257 84 4,174

2006/07 Actuals FTE3 4 Graduate Total 22

UBC Okanagan Deputy Vice Chancellor Page 143 Faculty of Health and Social Development

DETAILED BUDGETS

ANCILLARIES

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Ancillary Enterprises

Summary

Ancillary enterprises provide goods and services to the University community. Sales of their products and services are expected to generate sufficient revenues to cover operating expenses and debt service payments, and in certain cases to create sufficient reserves for reinvestment in the business to ensure long term financial viability.

The following table shows the revenues and net income (accrual basis) of ancillary enterprises. These amounts exclude some Fund activities.

2007/08 Budget 2006/07 Budget

Revenues Net Income Revenues Net Income ($ in thousands)

1. Housing and Conferences 56,746 1,141 52,693 209 2. Plant Operations 51,930 338 49,656 360 3. Utilities 34,242 261 32,420 379 4. Bookstore 33,413 406 31,950 477 5. Information Technology 21,968 - 23,303 14 6. Food Services 20,794 705 20,007 746 7. Contintuing Studies 17,590 246 16,563 87 8. Athletics and Recreation 11,626 491 9,587 60 9. Parking Services * 10,376 519 10,352 1,080 10. Robson Square 3,210 83 2,934 18 11. The Media Group ~ 2,884 (45) 2,650 (64) 12. ARES 1,649 44 1,890 58 13. St. John's College ^ 1,605 (159) 1,561 (131) 14. UBCO Athletics and Recreation 844 - 675 - 15. UBCO Food Services 230 24 195 39 16. UBCO Parking 306 76 160 6 Less: Dividends from Parking (1,600) (1,587) Total 269,412 2,530 256,596 1,751

* For 2007/08, income is applied to dividends to the University of $1.6 million leaving a net amount of ($1.1 million). ~ The 2007/08 budget reflects a positive income on cash basis after adjusting for depreciation of $128,000. ^ In 2004/05, a lump sum GPO contribution to the mortgage was made in the amount of $1,587,500. It was recognized as income for that fiscal year, however the contribution was for a five-year period. This will offset the net loss shown in the 2007/08 fiscal year.

Highlights

Housing, Conferences and Child Care will add over 1600 beds to UBCV and 280 beds to UBCO Hill Town Residence from 2005 to 2008. 122 child-care spaces will be added by 2008. Plant Operations will continue the implementation of UBC Renew Phase One infrastructure rehabilitation and upgrade program, and work with the Provincial Government to obtain funding support for UBC Renew Phase Two and Three and an expanded ACA cyclical renewal and deferred maintenance program. Utilities will continue to work with UBC Properties Trust on the development of Olympic Ice Rink, South Campus subdivision and other market housing developments on campus. Bookstore will redesign the Bookstore’s website to add new navigation and additional e-commerce capabilities.

Ancillary Enterprises Page 144 Summary THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

VP Students 1. Housing and Conferences Fred Fotis, Director

Housing, Conferences, and Child Care has three core responsibilities on the Vancouver and Okanagan campuses: 1) Maintain and manage university residences and provide student development and customer service programs for a high quality residential experience. 2) Provide high quality conference services that support and enhance the outreach program. 3) In Vancouver, provide high quality services for infants to school age children through the largest university child care program in North America.

Over 1600 new beds will be added to the Vancouver inventory from 2005 to 2008. Another 280 beds will be completed at UBCO Hill Town Residence. To accommodate UBCV’s growth as a university town, 122 child-care spaces will be added by 2008. The complete renovation of the Vancouver hotel property will be completed as well as the first phase of the renovation of the Totem Park Commonsblock at UBCV.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding 174 - - 56,746 - 56,920 52,728

Cost of Goods Sold ------Salaries & Benefits 146 - - 16,071 - 16,217 15,052 Interest - - - 11,564 - 11,564 10,616 Depreciation1 - - - 10,884 - 10,884 10,283 A Other Operating Expenses 28 - - 17,146 - 17,174 16,533 Total Expenses 174 - - 55,665 - 55,839 52,484 Interfund Transfers In (Out) - - - 60 - 60 - 2 Operating Budget Surplus (Deficit) - - - 1,141 - 1,141 244 B

1 Depreciation expenses are recorded under Centrally Managed. As the Board approved Ancillary budgets include depreciation expenses for the Ancillary Fund, this expense has been recognized here.

2 The Ancillary budget approved by the Board only includes Ancillary fund activities.

3 Capital Expenditures have also been budgeted by the Ancillary units in the amounts noted below. Under Centrally Managed, these acquisitions are reversed and recorded in the balance sheet as fixed assets.

Capital Expenditure3 - 68,942 - 5,295 - 74,237 87,288 C Cash Basis Operating Budget - (68,942) - 6,730 - (62,212) (76,761) B + A - C Internal Loan - 68,942 - - - 68,942 82,288 Net Cash Basis Operating Budget - - - 6,730 - 6,730 5,527

Budget Drivers For 2007/08, revenue includes average rent increase of 4%, a full year’s operation of an additional 350 beds at UBCO, and partial year operation of Marine Drive Residence Phase Two at UBCV. Interest expense is budgeted to increase as long term borrowing is utilized to finance new construction projects at UBCV and UBCO. Depreciation expense continues to grow with the completion of planned renovations and new residential construction.

2007/08 Plans

Complete construction of Phase Two (1090 beds) at UBCV Marine Drive Residence. Begin construction of Phase Two (280 beds) in UBCO Hill Town Residence. Initiate construction of two new child care centers at UBCV. Complete renovation of West Coast Suites hotel property at UBCV. Begin renovation of Totem Park Commonsblock. Plan for further expansion of residence guarantee for fall 2008.

Ancillary Enterprises Page 145 Housing and Conferences THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

VP Administration and Finance 2. Plant Operations John Metras, Director

UBC Plant Operations is an ancillary enterprise of the University of British Columbia with a mission to provide comprehensive facilities stewardship, maintenance, operations, and renovation services for land and buildings owned and operated by the University.

The services provided by UBC Plant Operations are integral to the University’s Trek 2010 mission to "… provide its students, faculty, and staff with the best possible resources and conditions for learning and research...”.

UBC Plant Operations employs approximately 680 staff including trades, custodians, labourers, project managers, professional engineers, architects and management staff and operates from the University Services Building, a purpose-built, on-campus maintenance facility.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding - - - 51,930 - 51,930 49,656

Cost of Goods Sold - - - 5,046 - 5,046 4,964 Salaries & Benefits - - - 40,455 - 40,455 38,092 Interest - - - 79 - 79 73 Depreciation1 - - - 264 - 264 359 A Other Operating Expenses - - - 5,748 - 5,748 5,808 Total Expenses - - - 51,592 - 51,592 49,296 Interfund Transfers In (Out) ------2 Operating Budget Surplus (Deficit) - - - 338 - 338 360 B

1 Depreciation expenses are recorded under Centrally Managed. As the Board approved Ancillary budgets include depreciation expenses for the Ancillary Fund, this expense has been recognized here.

2 The Ancillary budget approved by the Board only includes Ancillary fund activities.

Capital Expenditure3 - - - 144 - 144 215 C Cash Basis Operating Budget - - - 458 - 458 504 B + A - C

Budget Drivers Existing Core Space – For building operations and maintenance, custodial, grounds maintenance, landscaping, waste management and recycling services, GPO funding is at $32.08 per square meter ($2.98 per square feet). New and Renewed Core Space – For the same services outlined above, GPO funding is at $62.75 per square meter ($5.83 per square feet) less reduction of $1.5 million.

2007/08 Plans Continue implementation of UBC Renew Phase One infrastructure and rehabilitation and upgrade program. Work with University Administration to obtain funding support for UBC Renew Program Phase Two and Three and an expanded Annual Capital Allowance (ACA) cyclical renewal and deferred maintenance program. Implement staff reductions through attrition to manage $1.5 million Level Two to Level Three budget reduction for custodial and landscape service for new and renewed buildings. Improve customer service and communications performance by 5% over 2006/07 levels as measured by the annual Plant Operations Client Satisfaction Survey. Improve labour productivity by 3% over 2006/07 levels as measured by average annual billable hours per FTE.

Ancillary Enterprises Page 146 Plant Operations THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

VP Administration and Finance 3. Utilities Gordon Apperley, Director

UBC Utilities provides six types of services for the University – electricity, natural gas, steam, water, storm, and sanitary sewer. The revenues are based on the following pricing guidelines:

From the areas which are GPO funded (core campus), at rates below the cost of the utility; From UBC Tenants and Ancillaries, at market rates in compliance with market practices.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding - - - 34,242 - 34,242 32,420

Cost of Goods Sold - - - 26,356 - 26,356 25,166 Salaries & Benefits - - - 3,770 - 3,770 3,508 Interest ------Depreciation1 - - - 1,299 - 1,299 1,275 A Other Operating Expenses - - - 2,556 - 2,556 2,092 Total Expenses - - - 33,981 - 33,981 32,041 Interfund Transfers In (Out) ------2 Operating Budget Surplus (Deficit) - - - 261 - 261 379 B

1 Depreciation expenses are recorded under Centrally Managed. As the Board approved Ancillary budgets include depreciation expenses for the Ancillary Fund, this expense has been recognized here.

2 The Ancillary budget approved by the Board only includes Ancillary fund activities.

Capital Expenditure3 - - - 12 - 12 12 C Cash Basis Operating Budget - - - 1,548 - 1,548 1,642 B + A - C

Budget Drivers

The total electricity cost increase to the core for 2007/08 of 20.9% is generated from a consumption increase. Steam costs are decreasing a net 5.8% over last year’s budget due to the declined cost for natural gas from the prior year’s high cost. Water costs for 2007/08 will increase to the core by 30.9%. Water rates increased in 2007/08 by 45.6% while usage is expected to decrease due to consumption saving initiatives in place. Sewer costs are budgeted to remain the same as last year with rate increases being offset by consumption savings. The increase in cost of goods sold is primarily caused by an increase in water purchase costs, along with increased overall utility consumption from the new academic and market buildings.

2007/08 Plans

Continue to use natural gas purchasing strategy to mitigate natural gas cost increases. Work with UBC Properties Trust on development of the Olympic Ice Rink, South Campus subdivision and other market housing developments on campus. Construct a new storm drain along northwest Marine Drive from Place Vanier to the Museum of Anthropology to accommodate growth on the west side of campus including Marine Towers Phase II. Update and modify the South Campus electrical substation to increase electrical security and accommodate future load growth.

Ancillary Enterprises Page 147 Utilities THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

VP Administration and Finance 4. Bookstore Debbie Harvie, Director

The UBC Bookstore is a self-funded, cost recovery, ancillary business of the University of British Columbia. Its core purpose is to provide essential and innovative learning and research materials to the University community. In addition to the main campus Bookstore, management and staff operate the Health Sciences Bookstore (HSB), the Robson Square Bookstore (Robson), the UBCO Bookstore and a virtual store at www.bookstore.ubc.ca.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding - - - 33,413 - 33,413 31,950

Cost of Goods Sold - - - 24,572 - 24,572 23,562 Salaries & Benefits - - - 5,102 - 5,102 5,018 Interest - - - 253 - 253 286 Depreciation1 - - - 443 - 443 466 A Other Operating Expenses - - - 2,637 - 2,637 2,145 Total Expenses - - - 33,007 - 33,007 31,477 Interfund Transfers In (Out) ------2 Operating Budget Surplus (Deficit) - - - 406 - 406 473 B

1 Depreciation expenses are recorded under Centrally Managed. As the Board approved Ancillary budgets include depreciation expenses for the Ancillary Fund, this expense has been recognized here.

2 The Ancillary budget approved by the Board only includes Ancillary fund activities.

Capital Expenditure3 ------C Cash Basis Operating Budget - - - 849 - 849 939 B + A - C

Budget Drivers

Sales Revenue is budgeted to increase by 5.9% from 2006/07 projections primarily through increased sales in Course books and crested UBC giftware and clothing. Gross Margin is budgeted at 24.8%. It is slightly lower than projected due to decreased margins in Computer Products with the removal of the University’s Institutional pricing advantage by Apple. Computers comprise 24% of total Bookstore sales. The budgeted decrease in interest expense is a result of a managed reduction in the operating line of credit. The increase in Salaries and Benefits costs is due to UBC negotiated salary increases.

2007/08 Plans

Redesign the Bookstore’s website to add new navigation and additional e-commerce capabilities. Work with the Retail Alliance Group to develop a Customer Relationship Management program within the Visual Ratex system that will provide for targeted contact with customers to increase service and sales revenue. Revisit the Warehouse Review Project conducted in 2004 to ensure that operating procedures and efficiencies reflect any changes resulting from new Visual Ratex ERP implementation and implement hand held scanners to improve processing times. Conduct focus group sessions for faculty, students, staff and community members to identify products and services that could be included in the stores at UBCV and UBCO. Test market kiosk outlet in Oakridge Centre to sell UBC crested Gifts and Clothing.

Ancillary Enterprises Page 148 Bookstore THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

VP Academic & Provost 5. Information Technology Ted Dodds, Associate Vice President

Information Technology (IT) offers a broad range of information technology capabilities to the campus community. It provides collaborative leadership through UBC’s e-Strategy, a guiding framework to align technology initiatives with the University's strategic goals as defined in Trek 2010.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding 8,228 675 - 13,740 - 22,643 23,465

Cost of Goods Sold - 75 - 4,096 - 4,171 4,627 Salaries & Benefits 803 - - 10,229 - 11,032 11,190 Interest - - - 110 - 110 110 Depreciation1 - - - 2,344 - 2,344 2,393 A Other Operating Expenses 5,883 - - (1,498) - 4,386 5,319 Total Expenses 6,686 75 - 15,282 - 22,043 23,639 Interfund Transfers In (Out) - (600) - - - (600) 197 2 Operating Budget Surplus (Deficit) 1,542 - - (1,542) - - 23 B

1 Depreciation expenses are recorded under Centrally Managed. As the Board approved Ancillary budgets include depreciation expenses for the Ancillary Fund, this expense has been recognized here.

2 The Ancillary budget approved by the Board includes GPO fund and Ancillary fund activities.

Capital Expenditure3 1,542 - - - - 1,542 - C Cash Basis Operating Budget - - - 802 - 802 2,416 B + A - C

Budget Drivers Revenues include recovery of 2006/07 (Year 1) WebCT project deficit of $276 thousand. The revenue drop is due to ImPress closure and reduction in software licensing activities assuming transition to a centralized licensing service. Regular positions backfilled by consultants in fiscal 2007 are expected to be filled in fiscal 2008. This will result in a major reduction in professional fees. Other operating expenses include increased hardware and software maintenance for ASP and SAN.

2007/08 Plans

Improve the existing funding model for long-term sustainability of critical IT infrastructure. Enhance the Information Technology disaster recovery plan to meet the university’s fiduciary responsibilities. Make further efficiency improvements to Information Technology operations, based on recommendations from the Operations Renewal Assessment Report. Continue to work with the campus community, other universities, and industry partners to further develop the UBC IT architecture based on open standards and services. Complete the upgrade of UBC’s course management system. Develop a plan for implementation of a comprehensive identity management solution. Develop a new business model for site-licensed software distribution to ensure maximum value to community. Continue to develop new solutions in response to growing requirements for high-performance computing, visualization and “grid” technologies by working with leading UBC researchers, research projects across Canada and national organizations such as CANARIE. Continue to work with international consortium of universities to develop community source software systems and IT architecture components.

Ancillary Enterprises Page 149 Information Technology THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

VP Administration and Finance 6. Food Services Andrew Parr, Director

UBC Food Services is the primary food provider on campus offering a diverse array of meals and refreshments to the campus community and visitors to the University of British Columbia.

As the University continues to move forward with its vision for the 21st century, Food Services will work to fulfill the goals indicated in Trek 2010 by opening new facilities, upgrading and improving existing operations and developing additional social space on campus, while maintaining fiscal sustainability. Food Services will achieve this mandate based upon the following Value Statement:

SPICE…Flavours all that we do: Sustainability – applying social, economical and ecological business practices People First – remembering that our guests and co-workers make us successful Innovative – providing dynamic products, services and facilities Caring – nurturing a culture of pride, integrity, respect and fun Excellence – in everything that we do

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding - - - 20,794 - 20,794 20,007

Cost of Goods Sold - - - 6,896 - 6,896 6,720 Salaries & Benefits - - - 8,351 - 8,351 8,368 Interest - - - 262 - 262 177 Depreciation1 - - - 861 - 861 728 A Other Operating Expenses - - - 3,719 - 3,719 3,268 Total Expenses - - - 20,089 - 20,089 19,261 Interfund Transfers In (Out) ------2 Operating Budget Surplus (Deficit) - - - 705 - 705 746 B

1 Depreciation expenses are recorded under Centrally Managed. As the Board approved Ancillary budgets include depreciation expenses for the Ancillary Fund, this expense has been recognized here.

2 The Ancillary budget approved by the Board only includes Ancillary fund activities.

Capital Expenditure3 ------C Cash Basis Operating Budget - - - 1,566 - 1,566 1,474 B + A - C

Budget Drivers

Food sales are budgeted to increase to $20.6 million, achieved primarily through: − A full year of operations at Tim Hortons in the Forest Sciences Centre; − Expected stronger summer conference season in 2007. Gross margin is expected to increase to 66.6% of sales revenue. Labour cost is targeted at 40.9% of total revenue.

2007/08 Plans

In conjunction with the Totem Commons block upgrade, renovate the Totem Dining Room and Kitchen, and Magdas Mini Mart and create more office space to bring the sales and production areas closer together. Re-brand and market UBC Catering to create a more contemporary image and menu in order to capture more catering business. Work with UBC Library to develop a new café in the new Irving K. Barber Learning Centre.

Ancillary Enterprises Page 150 Food Services THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

VP Academic & Provost 7. Continuing Studies Jane Hutton, Associate Vice President

Over its 71-year history, Continuing Studies has broadened and diversified UBC’s student base by providing continuing education to more than 1.5 million adult learners. Core to its mission is support for community engagement, promotion of a civil and sustainable society, and preparation of global citizens. As an academic unit, Continuing Studies develops programs in collaboration with UBC faculty members and community experts. The program portfolio is ancillary-like in that self-funding units are responsible for recovering development costs through program revenues and investing in customized student services and systems required for operational excellence.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding 281 17,480 - - 18 17,779 16,882

Cost of Goods Sold ------Salaries & Benefits 61 10,529 - - - 10,590 10,231 Interest - interest expense - 289 - - - 289 294 Depreciation1 - 475 - - - 475 593 A Other Operating Expenses 220 6,052 - - 9 6,280 5,677 Total Expenses 281 17,344 - - 9 17,634 16,795 Interfund Transfers In (Out)4 - 110 - - - 110 - 2 Operating Budget Surplus (Deficit) - 246 - - 9 255 87 B

1 Depreciation expenses are recorded under Centrally Managed. As the Board approved Ancillary budgets include depreciation expenses for the Ancillary Fund, this expense has been recognized here.

2 The Ancillary budget approved by the Board only includes Continuing Studies fund activities.

4 Interfund Transfer of $1,150,000 in the GPO and Continuing Studies funds has been reclassified to the Revenue/Funding account.

Debt Principal Payment - 313 - - - 313 306 A Capital Expenditure3 - 175 - - - 175 175 C Cash Basis Operating Budget - 233 - - 9 242 199 B + A - C

Budget Drivers

Revenue growth is based on increases from new program development. Salaries, benefits and other operating costs are expected to increase in line with new program offerings.

2007/08 Plans

Continue to diversify programs and markets in response to shifting economic and audience needs. Launch Applied Master degrees in collaboration with UBC Faculties. Provide leadership to introduction of conditional admission program, with Intensive Academic English Program serving as a bridge to UBC degree studies for highly qualified international students. Continue expanding downtown offerings at Robson Square and the Learning Exchange. Provide leadership to outreach associated with 2010 Olympic and Paralympic Winter Games. Enhance links with UBC Alumni, seeking new opportunities to foster the lifelong relationships of alumni with UBC.

Ancillary Enterprises Page 151 Continuing Studies THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

VP Students 8. Athletics and Recreation Robert Philip, Director

UBC Athletics and Recreation is a quasi-ancillary business with a mandate to provide recreation and sports programs to the University community. It is an essential component of the UBC community and has an important role in the University's future growth and development. Athletics and Recreation monitors and sets targets related to the sports team performance, in addition to monitoring operating and financial indicators for ensuring continuous improvement and sustained viability.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding 180 1,977 - 11,446 249 13,851 11,444

Cost of Goods Sold - 7 - 204 - 211 58 Salaries & Benefits - 83 - 5,124 - 5,206 4,343 Interest - - - 475 - 475 86 Depreciation1 - - - 466 - 466 497 A Other Operating Expenses 180 883 - 4,685 194 5,942 5,468 Total Expenses 180 972 - 10,955 194 12,301 10,453 Interfund Transfers In (Out) - 3 - - - 3 (526) 2 Operating Budget Surplus (Deficit) - 1,007 - 491 55 1,553 465 B

1 Depreciation expenses are recorded under Centrally Managed. As the Board approved Ancillary budgets include depreciation expenses for the Ancillary Fund, this expense has been recognized here.

2 The Ancillary budget approved by the Board includes GPO fund and Ancillary fund activities.

Capital Expenditure3 ------16 C Cash Basis Operating Budget - 1,007 - 957 55 2,019 946 B + A - C

Budget Drivers

Reopening of the Winter Sports Centre and Lounge will increase sales revenues and expenses. Interest expense is budgeted to increase due to new internal borrowing for construction of a new Tennis Centre, two artificial fields and the Winter Sports Lounge. The budget includes a 3.05% increase in student athletics fee (from $176.39 to $181.76), enabling the department to budget a reduction in Intramural participation fees and to address inflationary increases.

2007/08 Plans

Reopen the Winter Sports Centre and Lounge as part of Phase 1 of the new Olympic arena project. Integrate the Aquatic Centre into Athletics and Recreation operations. Present plan to build two artificial fields and a new Tennis Centre. Finalize access understanding for University Town Residents with the University Neighbourhood Association. Prepare and present a plan to have Varsity teams play in the National Collegiate Athletics Association (NCAA) leagues if invitation is extended.

Ancillary Enterprises Page 152 Athletics and Recreation THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

VP Administration & Finance 9. Parking Services Danny Ho, Director

UBC Parking Services is an ancillary business of the University of British Columbia. The core purpose of Parking Services is to: a) balance the parking supply and demand on campus by providing parking facilities and services for students, faculty, staff, community and visitors; b) ensure the long-term financial viability and sustainability of the business, including the development and maintenance of facilities and physical assets; and c) ensure parking facilities, services and equipment are functional, accessible and easy to use.

Parking Services is one of the largest university parking operations in Canada. Total revenue is comprised of six revenue centers, of which permit revenue represents approximately 45%. Parking Services is a recognized industry leader in the field of parking technology. This year a new parking concept, FlexPass, was established that allows the user the freedom to choose and self-manage their parking options online including the flexibility to choose multiple times, locations and price. It has proven to be very successful by improving access, increasing customer services, providing value, reducing costs, and improving operational efficiency.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding - - - 10,376 - 10,376 10,352

Cost of Goods Sold - - - 33 - 33 36 Salaries & Benefits - 79 - 2,426 - 2,505 2,525 Interest - - - 2,533 - 2,533 2,584 Depreciation1 - - - 2,046 - 2,046 1,586 A Other Operating Expenses - 97 - 3,918 - 4,016 2,803 Total Expenses - 176 - 10,955 - 11,132 9,534 Interfund Transfers In (Out) - 196 - (521) - (325) (1,325) 2 Operating Budget Surplus (Deficit) - 20 - (1,101) - (1,081) (507) B

1 Depreciation expenses are recorded under Centrally Managed. As the Board approved Ancillary budgets include depreciation expenses for the Ancillary Fund, this expense has been recognized here.

2 The Ancillary budget approved by the Board only includes Ancillary fund activities.

Capital Expenditure3 - 20 - - - 20 7,186 C Cash Basis Operating Budget - - - 945 - 945 (6,107) B + A - C Internal Loan ------7,186 Net Cash Basis Operating Budget - - - 945 - 945 1,079

Budget Drivers

2007/08 revenue is budgeted to be same as 2006/07 due to the delay in the commissioning of Thunderbird Parkade. Actual 2006/07 revenues did not meet budget as the Thunderbird Parkade was delayed by six months. The increase in depreciation expense is due to the addition of the new Thunderbird Parkade. Other operating expense is higher in 2007/08 as it incorporates the annual dividend contribution to the Transportation Demand Management Initiative (U-Pass) which was shown in the interfund transfer line in 2006/07.

Ancillary Enterprises Page 153 Parking Services THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

2007/08 Plans

Continue to contribute $1.6 million in dividends to support University-initiated programs such as Transportation Demand Management Initiative (U-Pass) and the UBCcard Program. Invest $1.1 Million in maintenance as outlined in the Capital Maintenance Plan. Update the Replacement Parking Plan to reflect changing capacity requirements and constraints. Continue with opportunities to expand flexible parking permit options to other customer groups, such as, faculty/staff, contractors and service providers, residential and non-institutional customers, and continue to develop and stabilize web-based applications that deliver efficient and value-added products and services. Continue development of a parking access card to be incorporated as a cross functionality of the UBCcard.

Ancillary Enterprises Page 154 Parking Services THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

VP Academic & Provost 10. Robson Square Jane Hutton, Director

Since opening in November 2001, UBC Robson Square has supported the University’s goal of encouraging strong connections with the community by establishing a vibrant learning centre where hundreds of students each day access UBC’s many academic and cultural offerings.

With over 80,000 square feet of state of the art classrooms, computer labs, meeting rooms and theatre/lecture space, the downtown campus is a place for active learning and community engagement that is ideally situated as a focal point of UBC degree-credit, certificate-credit and non-credit programs for professional development and personal growth.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding - - - 3,210 - 3,210 2,934

Cost of Goods Sold - - - 1,900 - 1,900 1,863 Salaries & Benefits - - - 668 - 668 603 Interest - - - 185 - 185 144 Depreciation1 - - - 100 - 100 101 A Other Operating Expenses - - - 274 - 274 205 Total Expenses - - - 3,127 - 3,127 2,917 Interfund Transfers In (Out)4 ------2 Operating Budget Surplus (Deficit) - - - 83 - 83 18 B

1 Depreciation expenses are recorded under Centrally Managed. As the Board approved Ancillary budgets include depreciation expenses for the Ancillary Fund, this expense has been recognized here.

2 The Ancillary budget approved by the Board only includes Ancillary fund activities.

3 Capital Expenditures have also been budgeted by the Ancillary units in the amounts noted below. Under Centrally Managed. An amount of $70,000 recorded is reclassified to Revenue/Funding to account for the HVAC Leasehold Funding for site lessor.

4 Interfund Transfer of $300,000 in the Ancillary Fund has been reclassified to the Revenue/Funding account.

Capital Expenditure3 ------C Cash Basis Operating Budget - - - 183 - 183 118 B + A - C

Budget Drivers

UBC Robson Square operations are predominantly self-funded, with 65% of gross revenues from long-term tenant leases and space rental fees. Additional revenues are generated from value-added event services. Expense trends are expected to increase in line with growth in short-term classroom rentals and event services.

2007/08 Plans

Increase classroom rentals by 2%, predominantly through increases in educational events hosted by UBC and community learning partners. Sublease over 4000 sq.ft. to Provincial Secretariat for 2010 Games, benefiting from long-term tenancy and partnership opportunities. Develop plans to incorporate 2010 Games-related activities to enhance community engagement. Showcase UBC arts and culture to downtown community, aiming to host three exhibits of student work. Partner with UBC Alumni Affairs to host three additional events promoting UBC Robson Square as a gateway to UBC Vancouver campus.

Ancillary Enterprises Page 155 Robson Square THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

VP Academic & Provost 11. The Media Group Tony Voon, Director

The Media Group is a division of the College of Health Disciplines and has a primary responsibility to serve as a technical communication support unit for the operation and maintenance of classroom audiovisual facilities in Woodward Instructional Resource Centre (IRC). Functioning as an ancillary entity, it is designed and maintained for the production of teaching media materials as applied to health science instructions for the health sciences faculties on campus. In general, however, it serves as the main campus instructional multi-media production and audiovisual resources centre for the University community at large.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding - - - 2,884 - 2,884 2,650

Cost of Goods Sold - - - 1,716 - 1,716 1,485 Salaries & Benefits - - - 680 - 680 678 Interest - - - 43 - 43 40 Depreciation1 - - - 128 - 128 158 A Other Operating Expenses - - - 362 - 362 353 Total Expenses - - - 2,929 - 2,929 2,714 Interfund Transfers In (Out) ------2 Operating Budget Surplus (Deficit) - - - (45) - (45) (64) B

1 Depreciation expenses are recorded under Centrally Managed. As the Board approved Ancillary budgets include depreciation expenses for the Ancillary Fund, this expense has been recognized here.

2 The Ancillary budget approved by the Board only includes Ancillary fund activities.

Capital Expenditure3 ------C Cash Basis Operating Budget - - - 83 - 83 94 B + A - C

Budget Drivers

The revenue growth is from digital printing and graphic design services and installation of audio-visual equipment in classrooms throughout the UBCV campus. The non-interest bearing loan to cover severance is scheduled to be retired from cash flow in 2009/10.

2007/08 Plans

Relocate the satellite site at VGH to the new Diamond Health Care Centre to provide the opportunity to further extend needed media and audio-visual services to the clinical departments of the Faculty of Medicine. Increase participation and efforts in the University’s development of classrooms and learning spaces projects by providing expertise and technical engineering assistance pertinent to the audio-visual instructional systems. Seek closer alignment and collaboration with other support services of the University to provide greater savings of resources and improve the quality of services to its users. Keep abreast of the advancement of educational technology in the digital age and be responsive to the University’s changing needs.

Ancillary Enterprises Page 156 The Media Group THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

VP Academic & Provost 12. Applied Research and Evaluation Services Michael Marshall, Executive Director

Applied Research and Evaluation Services (ARES) provides a broad range of technical services in support of social science research, examination and certification programs, assessments of student achievement and attitudes, program evaluations, questionnaire and survey design, sample design and execution, data entry and processing, data management, and reporting. It serves the university community, other educational communities such as school districts and the Ministry, health care agencies, and businesses.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding - - - 1,649 - 1,649 1,890

Cost of Goods Sold ------Salaries & Benefits - - - 987 - 987 1,155 Interest ------Depreciation1 - - - 4 - 4 4 A Other Operating Expenses - - - 615 - 615 673 Total Expenses - - - 1,606 - 1,606 1,832 Interfund Transfers In (Out) ------2 Operating Budget Surplus (Deficit) - - - 44 - 44 58 B

1 Depreciation expenses are recorded under Centrally Managed. As the Board approved Ancillary budgets include depreciation expenses for the Ancillary Fund, this expense has been recognized here.

2 The Ancillary budget approved by the Board only includes Ancillary fund activities.

Capital Expenditure3 ------15 C Cash Basis Operating Budget - - - 47 - 47 47 B + A - C

Budget Drivers

ARES’ revenue sources fluctuate substantially from year to year depending on the number and size of projects administered by the Projects Division. Efforts to garner large-scale projects were not successful in 2006/07, but an increase in the number of small to mid-size projects resulted in an increase in overall project revenues compared to 2005/06. Examination revenues were slightly higher, reflecting saturation of the BC market for the Language Proficiency Index (LPI), along with wider administration of the Canadian English Language Proficiency Index Program (CELPIP). Revenues in this division are expected to rise in 2007/08 if CELPIP test administration can be expanded outside of Canada.

2007/08 Plans

Expand acceptance of the LPI and CELPIP results to other post-secondary institutions in Canada. Continue development of CELPIP sites in additional countries, beginning with the Middle East, where trial tests are continuing, followed by SouthEast Asia and eastern European countries with substantial immigrant pools. Maintain quick reporting of test results. Maintain completion of projects according to client deadlines. Pursue new opportunities for expansion of traditional services (e.g., survey administration) through utilization of new technologies (e.g., web surveys).

Ancillary Enterprises Page 157 ARES THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

VP Academic & Provost 13. St. John’s College Tim Brook, Principal

St. John’s College is a residential graduate College within the Faculty of Graduate Studies. The College is a community of international graduate students and scholars committed to a better understanding of cultural diversity, international relations, and global change issues worldwide.

St. John’s College provides an academic environment that fosters dialogue and cultural awareness between residents from Canada and other parts of the world. Members of the College - graduate students, post-doctoral fellows, visiting scholars, and other members of the University who share the scholarly objectives of advanced international study and academic excellence - play an integral role in the creation of this intellectually and socially enriched community. Activities include resident lectures, invited speakers, seminars, workshops and theme colloquia, social activities, and performing arts.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding 137 - - 1,456 12 1,605 1,561

Cost of Goods Sold ------Salaries & Benefits 144 - - 276 5 425 400 Interest - - - 277 - 277 277 Depreciation1 - - - 335 - 335 335 A Other Operating Expenses (7) - - 727 7 727 680 Total Expenses 137 - - 1,615 12 1,763 1,692 Interfund Transfers In (Out) ------2 Operating Budget Surplus (Deficit) - - - (159) - (159) (131) B

1 Depreciation expenses are recorded under Centrally Managed. As the Board approved Ancillary budgets include depreciation expenses for the Ancillary Fund, this expense has been recognized here.

2 The Ancillary budget approved by the Board includes GPO fund, Ancillary fund, and Endowment fund activities.

Capital Expenditure3 ------18 C Cash Basis Operating Budget - - - 176 - 176 186 B + A - C

Budget Drivers

The College’s primary source of revenue is residential room rental income, followed by guest room rental income, including summer accommodation. Smaller sources of revenue accrue from interest and dividend income, and endowment income. The Principal’s salary and benefits are GPO-funded. The 2007/08 St. John’s College budget provides for increases to room rental rates of between 3% and 4%, and increases to guest room fees of between 4.7% and 5.3%. The College’s financial challenges continue with annual increases to mortgage payments (which constitute 20% of expenses).

2007/08 Plans

Continue efforts to increase the principal in the academic endowment fund and actively pursue other potential sources of funding for academic programming, particularly in the area of internationalization/globalization. Continue to work with the Faculty of Graduate Studies, and Graduate Secretaries and Advisors in order to increase the applicant pool and to ensure maximum occupancy.

Ancillary Enterprises Page 158 St. John’s College THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBCO AVP Students 14. UBCO Athletics and Recreation Rob Johnson, Director

UBCO Athletics and Recreation (UBCO Athletics) is a quasi-ancillary department of the University with a mandate to provide recreation and varsity sports programs to the University community. It is an essential component of the UBC community and has an important role in the University’s future growth and development – particularly with respect to student satisfaction and student and employee recruitment and retention.

People and Community – UBCO Athletics is committed to providing its employees with a quality work environment and the community with a variety of programs that promote health and wellness and contribute to making “the campus more attractive…for the people who live, study, or work here.” In addition, UBCO Athletics contributes to the community by hosting various high school sporting events, youth summer sports camps and developing outreach programs.

Learning – UBCO Athletics provides instructional and varsity programs that promote learning in terms of skill development and time management for student-athletes, and assists involved students in learning fitness skills and developing leadership attributes.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding - - - 844 - 844 675

Cost of Goods Sold ------Salaries & Benefits - - - 392 - 392 299 Interest ------Depreciation1 - - - 87 - 87 - A Other Operating Expenses - - - 431 - 431 370 Total Expenses - - - 910 - 910 669 Interfund Transfers In (Out)4 ------2 Operating Budget Surplus (Deficit) - - - (66) - (66) 6 B

1 Depreciation expenses are recorded under Centrally Managed.

2 The Ancillary budget approved by the Board only includes Ancillary fund activities.

4 Interfund Transferof $239,000 in the Ancillary Fund have been reclassified to the Revenue/Funding account.

Capital Expenditure3 - - - 21 - 21 7 C Cash Basis Operating Budget - - - 0 - 0 (0) B + A - C

Budget Drivers

The Athletics and Recreation Fee, which was held at $66 for 2005/06 and 2006/07, has been raised to $95 in recognition of the facility/programming improvements provided in 2006/07 and as a first step towards the requested rationalization of this fee between the two campuses.

2007/08 Plans

Expand/enhance current recreational and intramurals offerings, fitness opportunities, on-campus trail system, summer camp and other summer program offerings and hosting of internal and external events. Develop a timeline, budget and Student Union understanding to support the implementation of the Business Plan recommendations. Develop a fundraising case for expanded fitness and recreational facilities. Determine varsity teams’ names, colours, logos, and mascots.

Ancillary Enterprises Page 159 UBCO Athletics and Recreation THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBCO AVP Students 15. UBCO Food Services Shannon Dunn, Manager

Food Services at UBCO includes the provision of all food services on campus, snack vending and beverage vending. In all sectors, the services are provided by contractual agreements. ARAMARK Food Services provides the dining services, Ryan Vending the snack vending services and the Pepsi Bottling Company the cold beverage vending services.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding - - - 230 - 230 195

Cost of Goods Sold ------Salaries & Benefits - - - 26 - 26 25 Interest - - - 110 - 110 70 Depreciation1 - - - 20 - 20 - A Other Operating Expenses - - - 70 - 70 61 Total Expenses - - - 226 - 226 156 Interfund Transfers In (Out)~ ------2 Operating Budget Surplus (Deficit) - - - 4 - 4 39 B

1 Depreciation expenses are recorded under Centrally Managed.

2 The Ancillary budget approved by the Board only includes Ancillary fund activities.

Capital Expenditure3 ------C Cash Basis Operating Budget - - - 24 - 24 39 B + A - C

Budget Drivers

Continuing campus population growth increases the revenue figures; however, the growing demand also taxes the capacity of the existing food service outlets.

2007/08 Plans

Complete the expansion of the main kitchen in summer 2007. Increase seating in the Sunroom of the main cafeteria. Complete construction of a Tim Hortons outlet in front of the Library in summer 2007.

Ancillary Enterprises Page 160 UBCO Food Services THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

UBCO AVP Operations 16. UBCO Parking Aidan Kiernan, Associate Vice President

UBCO Parking is the campus organization providing and administering the parking functions and operations at the Okanagan Campus of UBC. Currently, there are 1,913 stalls made up of 294 for faculty/staff, 1,555 for students, twenty for handicapped, forty-one for visitors and three for service vehicles. The general goal is to provide sufficient and adequate parking for students, faculty, staff and supply services at the lowest cost.

2006/07 2007/08 Budget Budget

($ in thousands) GPO SPP RES ANC END Total Total

Total Revenue / Funding - - - 306 - 306 160

Cost of Goods Sold ------Salaries & Benefits - - - 54 - 54 54 Interest ------Depreciation1 - - - 5 - 5 - A Other Operating Expenses - - - 175 - 175 100 Total Expenses - - - 234 - 234 154 Interfund Transfers In (Out)~ ------2 Operating Budget Surplus (Deficit) - - - 71 - 71 6 B

1 Depreciation expenses are recorded under Centrally Managed.

2 The Ancillary budget approved by the Board only includes Ancillary fund activities.

Capital Expenditure3 ------C Cash Basis Operating Budget - - - 76 - 76 6 B + A - C

Budget Drivers

Revenues are budgeted to cover maintenance expenses and improvement of parking areas.

2007/08 Plans

Meet the challenge of increasing demand for parking space. Some spaces will be permanently dislocated with the construction on campus.

Ancillary Enterprises Page 161 UBCO Parking

DETAILED BUDGETS

RELATED ORGANIZATIONS

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Related Organizations Summary

UBC has an interest in a number of related outside parties which are managed separately from UBC but whose financial performance is included in the consolidated financial statements.

In this 2007/08 consolidated budget, all related organizations are consolidated using the proportionate consolidation method of accounting. However, in recent months, the University changed its accounting policy on consolidation. Under the new accounting policy, the University uses the equity method of accounting for its controlled for-profit entities and its share of the joint ventures. The controlled not-for-profit organizations continue to be consolidated using the proportionate consolidation method of accounting.

Four wholly owned subsidiaries will now be consolidated using the equity method of accounting:

UBC Properties Trust UBC Investment Management Trust UBC Research Enterprises Inc. DDI Drug Development Inc.

Six related not-for-profit organizations whose activities are intended to benefit UBC will continue to be consolidated using the proportionate consolidation method of accounting:

UK Foundation for UBC UBC Foundation American Foundation for UBC Hong Kong Foundation for UBC UBC Society for the Education of Young Children San Rafael Research Foundation

Three joint ventures will now be consolidated using the equity method of accounting:

Tri-Universities Meson Facility (TRIUMF): 14.8% interest in 2007/08; 16.7% interest in 2006/07 Western Canadian Universities Marine Sciences Society (WCUMSS): 20% interest Great Northern Way Campus Trust: 25% interest

2006/07 Budget 2007/08 Budget

Revenues Net Income Revenues Net Income ($ in thousands)

1. TRIUMF (14.8% 2007/08, 16.7% 2006/07) 9,820 171 10,295 159 2. UBC Properties Trust 5,900 1,080 6,978 2,259 3. UBC Foundation 5,165 - 5,165 - 4. WCUMSS (20%) 659 (31) 617 72 5. UBC Investment Management Trust 1,443 - 700 - 6. UBC Resesarch Enterprises Inc. 242 (135) 242 (135) 7. Great Northern Way Campus Trust (25%) 1,179 (302) 138 (181) 8. Other 118 32 118 32 Total 24,525 815 24,253 2,206

Related Organizations Page 162 Summary THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Related Organizations 1. Tri-Universities Meson Facility (TRIUMF) – 14.28% (16.7% 2006/07)

TRIUMF is a joint venture established initially by UBC and two other universities in the early 1970s. The membership has since increased to seven voting members and six non-voting associate members. The joint venture was initiated to promote research utilizing a particle accelerator. TRIUMF is self-funded and managed. The University makes no annual contribution to TRIUMF. The land and buildings occupied by TRIUMF are built and maintained by TRIUMF but are the property of UBC, not the joint venture.

2007/08 Budget 2006/07 Budget ($ in thousands)

Total Revenue 9,820 10,295

Staff Salaries 5,665 6,095 Other Operating Expenses 3,983 4,041 Total Expenses 9,648 10,136 Excess (Deficit) Revenue Over Expenses 171 159

Related Organizations Page 163 TRIUMF THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Related Organizations 2. UBC Properties Trust

UBC Properties Trust (UBCPT) is a market-oriented private company wholly owned by the University of British Columbia. It was established in 1988 with a mission to acquire, develop, and manage real estate assets for the benefit of the University.

The mission for UBCPT, as approved by the UBC Board of Governors, is to: service and lease market-oriented sites, usually on a prepaid basis for 99 years; manage and/or dispose of off-campus real estate properties acquired by UBC, usually through donations; undertake the planning and/or development of UBC institutional projects including infrastructure when requested by UBC; advise UBC, where appropriate, on its management and development of institutional land holdings.

UBCPT currently manages over $900 million dollars worth of construction on campus, making it one of the largest developers in the province. Including endowment lands previously set aside for the University Golf Course and residential areas, the total area dedicated to sustaining and supporting UBC's future growth now totals 1,000 acres.

2007/08 Budget * 2006/07 Budget ($ in thousands)

Total Revenue 5,900 6,978

Other Operating Expenses 4,820 4,719 Total Expenses 4,820 4,719 Excess (Deficit) Revenue Over Expenses 1,080 2,259

* The UBCPT budget for 2007/08 was not available for consolidation in March 2007. The numbers presented above reflect UBCPT’s 2007/08 budget, with a $1.1 million decrease to revenues due to the lower number of active projects as compared to last year and a $0.1 million increase to expenses due to BC’s 1.7% year-over-year inflation over the consolidated budget for UBCPT.

2007/08 Plans

UBCPT will continue to manage several large construction projects for UBC. The larger ones include the Olympic Arena, the Beaty Biodiversity Centre, the Museum of Anthropology addition, the Marine Drive Student Housing Project, the Irving K. Barber Learning Center, and the UBC Okanagan Arts & Sciences (Phase 2) Building.

Related Organizations Page 164 UBC Properties Trust THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Related Organizations 3. UBC Foundation

The Foundation was established as a foundation under the University Foundations Act. It acts as an agent of the Crown in right of the Province of British Columbia. Its purpose is to develop public awareness of the University and encourage financial support to the University and its programs. The University maintains the accounting records and manages the day-to-day operation of the Foundation.

2007/08 Budget 2006/07 Budget ($ in thousands)

Total Revenue 5,165 5,165

Other Operating Expenses 5,165 5,165 Total Expenses 5,165 5,165 Excess (Deficit) Revenue Over Expenses - -

Related Organizations Page 165 UBC Foundation THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Related Organizations 4. Western Canadian Universities Marine Sciences Society (WCUMSS) – 20%

The Society operates the Bamfield Marine Sciences Centre on the west coast of Vancouver Island, which conducts research, teaching and public education in marine and coastal sciences. A membership fee is paid yearly to support the operation of the Society. The membership consists of individuals from the five western Canadian universities (UBC, SFU, UVIC, University of Calgary, and University of Alberta).

2007/08 Budget 2006/07 Budget ($ in thousands)

Total Revenue 659 617

Staff Salaries 270 321 Other Operating Expenses 420 224 Total Expenses 690 545 Excess (Deficit) Revenue Over Expenses (31) 72

Related Organizations Page 166 WCUMSS THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Related Organizations 5. UBC Investment Management Trust

UBC Investment Management Trust (UBC IMANT) was created by the Board of Governors to oversee the management of the University’s Endowment Fund and Staff Pension Plan. The company is a wholly owned subsidiary that is headquartered off-campus.

2007/08 Budget 2006/07 Budget ($ in thousands)

Total Revenue 1,443 700

Staff Salaries 905 700 Other Operating Expenses 538 Total Expenses 1,443 700 Excess (Deficit) Revenue Over Expenses - -

Endowments

Projected ($ in thousands) Market Value Book Value Market Value March 31, 2008 March 31, 2007 March 31, 2007

Endowment Investments managed by UBC IMANT 1,020,000 846,799 936,181

In addition to the above, as at March 31, 2007, there is $102 million (market value) at related foundations and UBC Properties Trust that support UBC Endowment programs.

Related Organizations Page 167 UBC Investment Management Trust THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Related Organizations 6. UBC Research Enterprises

UBC Research Enterprises is a wholly-owned, for profit subsidiary of UBC. The company’s principal business activities are to promote the creating, testing, development, production and commercialization of intellectual property owned by the University.

The company’s most significant current project is the development and commercialization of Flintbox™, a software on-line application for the distribution, marketing and licensing of the outcomes of research conducted at universities and other research institutions in North America. Flintbox™ is currently in use at over 60 universities and government labs in Canada.

The University directs the Company’s activities, and, when necessary, provides research grants and other financial assistance.

2007/08 Budget 2006/07 Budget ($ in thousands)

Total Revenue 242 242

Other Operating Expenses 377 377 Total Expenses 377 377 Excess (Deficit) Revenue Over Expenses (135) (135)

Related Organizations Page 168 UBC Research Enterprises THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Related Organizations 7. Great Northern Way Campus Trust – 25%

Great Northern Way Campus (GNWC) is a partnership of four of British Columbia’s top higher education organizations combining with industry and community to help create provincial and regional opportunities in the new economy. This unprecedented collaboration is focused on the convergence of science and technology with art, culture and design.

The vision behind GNWC emerged in 2001 when Finning International, Inc. donated a substantial parcel of land to SFU, UBC, the British Columbia Institute of Technology (BCIT) and the Emily Carr Institute of Art and Design (ECIAD).

In September 2007, GNWC’s newly minted Centre for Digital Media (CDM) will open its doors and launch the Masters of Digital Media (MDM) Program, the first graduate degree program offered at GNWC and accredited by all four partners of higher education.

Beyond the emerging academic program, GNWC is an important land development opportunity within the City of Vancouver. In close consultation with the surrounding community, our founding institutions and the business community, new residential, commercial and institutional building plans will re-define this former industrial land as an important new hotbed for research, community activity and education in British Columbia.

2007/08 Budget * 2006/07 Budget ($ in thousands)

Total Revenue 1,179 138

Staff Salaries 361 319 Other Operating Expenses 1,120 - Total Expenses 1,481 319 Excess (Deficit) Revenue Over Expenses (302) (181)

* The planned deficit is due to interest expense associated with property management operations. The deficit will be addressed through land sales in 2007 decreasing interest expense by at least $500,000 in 2008. This table reflects an updated 2007/08 budget after adjusting for a change in accounting policy.

Related Organizations Page 169 Great Northern Way Campus Trust THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Related Organizations 8. Others

UBC is affiliated with several other not-for-profit organizations that were established for the benefit of UBC. They are:

UK Foundation for UBC, an official charitable organization in the United Kingdom (UK). The goals of the Foundation are to promote and advance all matters concerning education in the UK and elsewhere in the world. The UK Foundation for UBC was established in May 2004.

American Foundation for UBC, established by UBC to have an American charitable organization that could issue receipts for tax purposes for gifts made by US alumni, friends, and corporations.

Hong Kong Foundation for UBC, objectives are to promote and advance education at all levels in Hong Kong and elsewhere in the world, to establish and maintain non-profit oriented schools in Hong Kong and elsewhere in the world, and to provide financial assistance in whatsoever form or manner for community service projects in Hong Kong deemed appropriate by the management committee of the Foundation. The foundation is recognized as a charity under Section 88 of the Inland Revenue Ordinance of Hong Kong.

UBC Society for the Education of Young Children, which maintains and operates an educational program for young children.

San Rafael Foundation, which operates as a fund-raising vehicle for the University.

UBC also recently established a wholly-owned for-profit subsidiary, DDI Drug Development Inc., a development stage biotechnology enterprise.

2007/08 Budget 2006/07 Budget ($ in thousands)

Total Revenue 118 118

Other Operating Expenses 86 86 Total Expenses 86 86 Excess (Deficit) Revenue Over Expenses 32 32

Related Organizations Page 170 Others

DETAILED BUDGETS

CENTRALLY MANAGED

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Centrally Managed

Summary

Centrally Managed includes funding for activities that impact the entire University, such as Financial Awards $32.2 million, Benefits $72 million, Insurance $3.6 million, Custodial and Maintenance $29.7 million, Indirect Cost of Research transfers to hospital sites $3.2 million, Internal Loan payments $12.1 million, and UBCO related activities such as funding for new hires that is held pending the actual hiring. It also includes accounting adjustments to convert cash based budgets to accrual, relating to the capitalization of fixed assets and the depreciation of capital asset additions made in prior years.

Capital acquisitions are treated as expenses by the various departments. Within the Capital Items section in the Centrally Managed accounts, these acquisitions are reversed out of expenses and are recorded in the balance sheet as fixed assets. The resulting credits in each fund are offset by the write- off, or depreciation, of capital assets acquired in prior years. Examples of capital assets include the construction of a new building and the purchase of capital equipment.

For the General Purpose Operating Fund, all revenues are recorded centrally with funding distributions to units to reflect approved funding. In the Endowment Fund, the investment revenue budget is recognized centrally based upon the long-term rate of return of 7.5%, with a distribution to units to reflect a 5% spend allowance based upon capital preservation per current University policy. All investment income and net realized capital gains in excess of spending, is added to capital.

The Centrally Managed 2007/08 budget is on the subsequent page.

Centrally Managed Page 171 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

2006/07 2007/08 Budget Budget ------Specific Purpose ------($ in thousands) GPO CS & FFS Trust Capital RES END ANC Total Total

Provincial & Federal Grants (1) 490,668 0 6,031 965 -150,642 0 0 347,024 413,888 Student Fees 188,390 0 0 0 0 0 0 188,390 182,799 Other Revenues 27,738 645 37 35,811 25,681 60,000 -144 149,768 147,192 Funding Distributions to Units (2) -479,468 0 0 0 0 -24,137 0 -503,605 -470,716 Total Revenue / Funding 227,328 645 6,069 36,776 -124,961 35,863 -144 181,576 273,163

Benefits 71,953 53 91 0 0 0 0 72,097 70,091 Board Expenses 272 0 0 0 0 0 0 272 263 Debt Servicing Costs 12,156 -1,179 -47 19,946 0 104 -577 30,403 21,368 Depreciation 21,579 8,337 4,090 38,586 46,290 716 19,285 138,882 115,828 Indirect Cost Transfers to Hospitals 3,197 0 0 0 0 0 0 3,197 3,196 Insurance & Legal Expenses 3,674 0 0 0 0 0 0 3,674 3,474 Plant Operations Services 29,679 0 0 0 0 0 0 29,679 29,854 Provision for Contingencies 5,251 0 0 0 0 0 0 5,251 4,781 Investment Management Fees 0 0 0 0 0 11,105 0 11,105 9,902 Funding for Distribution 43,649 0 0 0 0 0 0 43,649 39,431 Scholarships, Bursaries & Awards 32,239 -0 24,386 0 0 8,941 0 65,566 62,139 Other University-wide Expenses 11,633 1,548 1,318 1,084 -6,800 347 0 9,131 17,524 Capital Expenditures -26,491 -9,761 -70,769 -24,457 -167,955 -904 -5,555 -305,892 -245,631 Total Expenses 208,791 -1,002 -40,931 35,159 -128,465 20,311 13,153 107,014 132,221 Interfund Transfers In (Out) (3) -14,058 -5,000 6,261 2,206 -4,800 0 20 -15,371 -17,727 4,479 -3,353 53,261 3,823 -1,295 15,552 -13,277 59,191 123,216 Transfers to / from Reserves -18,399 -4,713 -5,739 3,160 3,334 -19,227 -1,325 -42,913 -41,436 Transfers to / from Related Orgs n/a n/a n/a n/a n/a n/a n/a -1,386 -723 Operating Budget Surplus (Deficit) -13,920 -8,066 47,522 6,983 2,039 -3,675 -14,601 14,891 81,057

2006/07 Carryforward (4) 27,968 -7,628 10,955 367,339 1,037 -6,850 0 392,821 56,378

Notes: 1 Provincial & Federal Grants for GPO are comprised of Federal ICR funding of $18.4 m, Provincial funding of $421.7 m for base grant, $19.9 m for targeted FTE and UBCO Institutional Initiatives and $30.6 m for PSEC salary increases retro to 2006-07. Provincial & Federal Grants for the Research fund are comprised of deferrals for restricted revenues in excess of expenses primarily attributable to CFI of $47.2 m, BCKDF of $40.2 m and other Federal revenues of $63.3 m.

2 Funding Distributions through budget allocations to President, VP and UBCO DVC portfolios total $479.4 m in GPO and $24.1 m in Endowment spending allocations for 2007-08.

3 Interfund Transfers reflect the allocation of funding to other funds to support activities such as $5.3 m for Student Award funding from GPO to the Award fund, $1.4 m for research start up funding from GPO to Research fund, $3.2 m GPO funding for TLEF to Specific Purpose, $3.4 m GPO funding to Specific Purpose for Equipment Replacement.

4 One -time funding from 2006/07 Carryforward for GPO is comprised of Graduate & Undergraduate Awards $3.0 m, Academic Reserve $3.7 m, Royalties $1.3 m, Academic & Support activities $3.0 m, Community Access $1.0 m, University Investment Fund $12.0 m, Commitment to be spent in Future Years $2.5 m.

Centrally Managed Page 172

APPENDIX

THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Appendix

Acronym Full Name AAPS Association of Administrative and Professional Staff ACA Annual Capital Allowance ACADRE Aboriginal Capacity and Development Research Environment ACC Animal Care Centre AMPEL Advanced Materials and Process Engineering Laboratory ANC Ancillary ARES Applied Research and Evaluation Services ASD Alternative Service Delivery ASP Active Server Pages ASSIST Academic Success: Support for International Students AUCC Association of Universities and Colleges of Canada AVED Ministry of Advanced Education BA Bachelor of Arts BASc Bachelor of Applied Science BCKDF British Columbia Knowledge Development Fund BSc Bachelor of Science BSN Bachelor of Science in Nursing BSW Bachelor in Social Work CACR Centre for Applied Conservation Research CANARIE Canadian Network for the Advancement of Research, Industry & Education CASS Centre for Arts Student Services CAWP Centre for Advanced Wood Processing CCAC Canadian Council on Animal Care CDM Centre for Disease Modelling CDRD Centre for Drug Research and Development CELPIP Canadian English Language Proficiency Index Program CERC Clean Energy Research Centre CFI Canada Foundation for Innovation CFIS College of Interdisciplinary Studies CHSPR Centre for Health Services and Policy Research CIDA Canadian International Development Agency CIHR Canadian Institutes of Health Research CIRS Centre for Integrated Research on Sustainability CPI Consumer Price Index CPS Canada Post Services CRC Canada Research Chairs CS Continuing Studies CSL Community Service Learning CV Curriculum Vitae CWL Campus Wide Login DTO Double the Opportunity DVC Deputy Vice Chancellor END Endowment ERP Enterprise Resource Planning ESL English as a Second Language FEPA Forest Economics and Policy Analysis FFS Fee for Service

Appendix Page 173 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Acronym Full Name FIMP Facilities and Infrastructure Management Plan FRBC Forest Renewal British Columbia GNW Great Northern Way GPO General Purpose Operating GPOF General Purpose Operating Fund GVRD Greater Vancouver Regional District HHR Health Human Resources HR Human Resources HSB Health Science Bookstore HSE Health Safety & Environment HSS Humanities and Social Sciences ICICS Institute of Computing, Information and Cognitive Systems ICORD International Collaboration on Repair Discoveries ICR Indirect Costs of Research IECPCP Interprofessional education for collaborative patient-centred practice IHHS Interprofessional Health and Human Service IKBLC Irving K. Barber Learning Centre IMP Island Medical Program IRC Woodward Instructional Resource Centre IRP Income Replacement Plan ISI International Students Initiative KDF Knowledge Development Fund LBS Land and Building Services LEAP Learning Enhancement Academic Partnership LPI Language Proficiency Index LSI Life Sciences Institute MLA Member of Legislative Assembly MOA Museum of Anthropology MP Member of Parliament MSFHR Michael Smith Foundation for Health Research MSW Master of Social Work NCAA National Collegiate Athletics Association NCE Networks of Centres of Excellence NMP Northern Medical Program NRC National Research Council NSERC Natural Science and Engineering Research Council NSSE National Survey of Student Engagement OACAC Overseas Association for College Admission Counseling OCP Official Community Plan OLT Office of Learning Technologies PACL President’s Advisory Committee on Lectures PAR-BC The Professional Association of Residents of BC PEIF Practice Education Innovation Fund PhD Doctor of Philosophy PWIAS Peter Wall Institute for Advanced Studies RED Real Estate Division RES Research SAN Storage Area Network SCAPP Steering Committee on the Academic Planning Process

Appendix Page 174 THE UNIVERSITY OF BRITISH COLUMBIA 2007/2008 BUDGET SUMMARY BOOK

Acronym Full Name SHINE Student Horizons in Education SIS Student Information System SPP Specific Purpose SSHRC Social Sciences and Humanities Research Council SSS Student Services System TAG Teaching and Academic Growth TLEF Teaching and Learning Enhancement Funds TUPC The University President’s Council of British Columbia UBCO UBC Okanagan UBCV UBC Vancouver UGF University Graduate Fellowship UN the United Nations UNA University Neighborhood Association VFMP Vancouver-Fraser Medical Program VGH Vancouver General Hospital WCB Workers' Compensation Board WebCT Web Course Tools

Appendix Page 175