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University of Vermont Board of Trustees OCTOBER 25-26, 2019 the University of Vermont October 25-26, 2019 Board Book

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University of Vermont Board of Trustees OCTOBER 25-26, 2019 the University of Vermont October 25-26, 2019 Board Book University of Vermont Board of Trustees OCTOBER 25-26, 2019 The University of Vermont October 25-26, 2019 Board Book Table of Contents Name of Document PDF Page Number Board of Trustees meeting schedule ................................................................................................ 4 Tabular summary of strategic action items ...................................................................................... 5 Committee of the Whole Meeting agenda ................................................................................................................................ 6 Executive summary .......................................................................................................................... 8 Attachment 1 - Draft May 17, 2019 meeting minutes ................................................................... 10 • Chair’s report .................................................................................................................... 21 Attachment 2 - Alumni Association President’s report ................................................................. 23 Attachment 3 - Faculty Senate President’s report .......................................................................... 25 Attachment 4 - Graduate Student Senate President’s report .......................................................... 28 Attachment 5 - Staff Council President’s report ............................................................................29 Attachment 6 - Student Government Association President’s report ............................................ 30 Attachment 7 - Annual deferred maintenance report ..................................................................... 32 Educational Policy & Institutional Resources Committee Meeting agenda .............................................................................................................................. 39 Executive summary ........................................................................................................................ 41 Attachment 1 - Draft May 17, 2019 meeting minutes ................................................................... 43 • Appendix A - Academic Excellence: Goals for the University of Vermont ..................... 47 Attachment 2 - Enterprise Risk Management update: Create data warehouse (opportunity #13) .. 48 Budget, Finance & Investment Committee Meeting agenda .............................................................................................................................. 50 Executive summary ........................................................................................................................ 51 Attachment 1 - Draft May 17, 2019 meeting minutes ................................................................... 53 • Appendix A - Statement of investment policies and objectives ....................................... 60 • Appendix B - Resolution authorizing bond issuance ........................................................ 68 Attachment 2 - Consent agenda ..................................................................................................... 76 • Appendix A - Quasi-endowment funds policy ................................................................. 77 Attachment 3 - Vice President’s report .......................................................................................... 79 Vermont Agricultural College Board Meeting agenda .............................................................................................................................. 85 Executive summary ........................................................................................................................ 86 Attachment 1 - Draft May 17, 2019 meeting minutes ................................................................... 87 University of Vermont Board Meeting agenda .............................................................................................................................. 88 Executive summary ........................................................................................................................ 89 Attachment 1 - Draft May 17, 2019 meeting minutes ................................................................... 90 *Some documents may have page numbers displayed that do not correspond to their page number in this PDF. The University of Vermont October 25-26, 2019 Board Book Full Board Meeting agenda .............................................................................................................................. 91 Attachment 1 - Draft May 18, 2019 meeting minutes ................................................................... 93 • Appendix A - Statement of investment policies and objectives ..................................... 109 Attachment 2 - Consent agenda ................................................................................................... 117 • Appendix A - Quasi-endowment funds policy ............................................................... 119 Reports Report A - Grant and contract awards report ............................................................................... 121 Report B - Provost’s report .......................................................................................................... 139 Report C - Annual UVM Foundation report ................................................................................ 143 Report D - Annual enrollment report ........................................................................................... 150 Report E - Annual information technology report ....................................................................... 185 Report F - Annual career success action plan progress report ..................................................... 193 • Appendix A - Career success data 2018-19 .................................................................... 195 Report G - Capital projects progress report ................................................................................. 197 Report H - Faculty Senate Curricular Affairs Committee chair’s report ..................................... 203 Report I - ERM presentation schedule and heat-map .................................................................. 205 Report J - Annual diversity report ............................................................................................... 207 Report K - Wilbur Trust Investment Pool Review ...................................................................... 213 *Some documents may have page numbers displayed that do not correspond to their page number in this PDF. THE UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE BOARD OF TRUSTEES MEETING SCHEDULE October 25-26, 2019 Dudley H. Davis Center 590 Main Street, Burlington, Vermont Friday, October 25, 2019 8:00 a.m. – 10:00 a.m. COMMITTEE OF THE WHOLE Silver Maple Ballroom (401) 10:15 a.m. – 12:00 p.m. EDUCATIONAL POLICY AND INSTITUTIONAL RESOURCES COMMITTEE Livak Ballroom (417-419) 10:15 a.m. – 11:30 a.m. BUDGET, FINANCE AND INVESTMENT COMMITTEE Silver Maple Ballroom (401) 12:00 p.m. – 1:30 p.m. LUNCH 1:30 p.m. – 2:30 p.m. VERMONT AGRICULTURAL COLLEGE BOARD Chittenden Bank Room (413) 1:30 p.m. – 2:30 p.m. UNIVERSITY OF VERMONT BOARD Boulder Society Room (411) Saturday, October 26, 2019 8:30 a.m. – 10:00 a.m. BOARD OF TRUSTEES Livak Ballroom (417-419) TABULAR SUMMARY OF STRATEGIC ACTION ITEMS Board of Trustees, October 25-26, 2019 NOTE: “Strategic” in this context is defined as a matter that has significant strategic, fiduciary, or policy implications for UVM. ITEM COMMITTEE EXECUTIVE STRATEGIC, RELATED PRESENTER(S) SUMMARY POLICY OR MATERIALS FIDUCIARY IMPLICATIONS Summer Session Budget, Finance & Resolution approving Policy; Financial Attachment 2 Vice President Cate Tuition Rates Investment summer per credit hour Budget Director, tuition rates. Bergquist Global Gateway & Budget, Finance & Resolution setting total cost Policy; Financial Attachment 2 Vice President Cate Pre-Master’s Investment of attendance for global Budget Director, Programs Tuition gateway & pre-master’s Bergquist programs for summer/fall 2020 and spring 2021. Quasi-Endowment Budget, Finance & As recommended by the Strategic; Policy; Attachment 2; ISC Chair Brennan Funds Policy Investment ISC, resolution reaffirming Fiduciary Appendix A the policy. THE UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE BOARD OF TRUSTEES COMMITTEE OF THE WHOLE Chair David Daigle, Vice Chair Ron Lumbra, Secretary Curt McCormack, Briar Alpert, David Aronoff, Cynthia Barnhart, John Bartholomew, Otto Berkes, Robert Brennan, Kevin Christie, Frank Cioffi, Johannah Donovan, Carolyn Dwyer, President Suresh Garimella, Jodi Goldstein, David Gringeri, Sidney Hilker, Bernard Juskiewicz, Donald McCree, Carol Ode, Ed Pagano, Governor Phil Scott, Shap Smith, Tristan Toleno and Samuel Young Friday, October 25, 2019 8:00 a.m. – 10:00 a.m. Silver Maple Ballroom (401) Dudley H. Davis Center AGENDA Item Enclosure/ Discussion leader(s) Time Exemption Call to order *8:00 a.m. 1. Approval of the May 17, 2019 meeting minutes Attachment 1 David Daigle 8:00-8:05 2. Chair’s report David Daigle 8:05-8:10 • Acknowledgement of grants and contract Report A awards report 3. Student research internships video profiles Patricia Prelock 8:10-8:25 4. President’s report Suresh Garimella 8:25-8:30 5. Governance leaders panel Q & A Attachments 8:30-9:00 How does your group contribute to the student 2-6 experience and/or
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