Annual Report Fiscal Year 1998 July 1, 1997-June 30, 1998
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Annual Report Fiscal Year 1998 July 1, 1997-June 30, 1998 Organization for Tropical Studies Organización para Estudios Tropicales Dedicated to providing leadership in education, research and the responsible use of natural resources in the tropics. The Organization for Tropical Studies is a nonprofit consortium of more than 50 universities and research institutions from the U.S. and Latin America. OTS was established in 1963 to provide leadership in education, research and the responsible use of natural resources in the tropics. To address this mission, OTS conducts graduate, undergraduate and professional education, facilitates research, participates in tropical forest conservation, maintains three biological stations in Costa Rica and conducts environmental education programs. Table of Contents 3 Message from the Executive Director 4 Executive Committee 4 Consortium Member Institutions and Board of Directors 5 Board of Visitors 5 Offices and Personnel 6 Education 10 Research 17 Environmental Policy 20 Biological Stations 23 Development 25 Finances 2 Message from the Executive Director Fiscal year 1998 will be remembered for the year-long strategic planning process that began with the endorse- ment of OTS president Dr. Pedro León at the March 1997 Board of Directors Meeting. By early summer a presiden- tial committee had been formed to assess OTS’ current mission, goals and objectives. Chaired by Ross Simons (Smithsonian), the committee members included Garry Brewer (U. California-Berkeley), Russ Faucett (OTS Board of Visitors), Rodrigo Gámez (INBio), Frank Harris (U. Tennessee), Bette Loiselle (U. Missouri-St. Louis), Lucinda McDade (U. Arizona), Bill Stott (Ripon College) and Tom Yuill (U. Wisconsin). By late summer, a comprehensive questionnaire had been sent to OTS’ Board of Directors, Board of Visitors and staff. This was followed by a weekend planning session in September by the Strategic Planning Committee that, in addition to reviewing the responses from the questionnaires and setting down the parameters of how to proceed, met for an afternoon with the Board of Visitors to gain from their insight. In late October the Executive Committee met at Duke and reviewed the progress of the Strategic Planning Commit- tee and undertook a planning session of its own under Ross Simon’s direction. In Miami in January the first draft of the strategic plan was actually vetted by the Strategic Planning Committee with the Vice President for Education, Don Wilson (Smithsonian) and OTS’ new Academic Director (Nora Bynum) participating in the discussions. The March 1998 meeting of the Board of Directors involved all of the principal constituencies in reviewing the draft strategic plan. The Executive Committee, Board of Directors, Board of Visitors and OTS senior staff engaged in a three-day session facilitated by Dr. Paul Risser (president of Oregon State University). Together, we agreed on the following goals for OTS: · Provide leadership in professional training · Provide leadership in tropical research · Promote and practice sustainability in the tropics · Increase public awareness about the tropics · Support program objectives through improvements in finance, human resources, manage- ment and physical infrastructure Fiscal year 1998 ended with a comprehensive revision of the strategic plan based on all of the comments received at the March 1998 meeting. Now the plan is ready for approval by the Board of Directors at the March 1999 meeting. How we accomplish the goals outlined in the strategic plan will be the basis for our work into the next millennium. As the highlights in this report illustrate, fiscal year 1998 will also be remembered for the tremendous year we had providing leadership in education, research and the responsible use of natural resources in the tropics. These accomplishments do much to ensure we can achieve a future envisioned in the strategic plan. 3 Executive Committee President: Pedro León (U. Costa Rica) VP Research: At Large: VP Costa Rican Coordination: David Clark (U. Missouri-St. Louis) Jim Ackerman (U. Puerto Rico) Claudia Charpentier (U. Nacional) Secretary: Jack Ewel (U.S. Forest Service) VP Development: Carol Augspurger (U. Illinois) James Hamrick (U. Georgia) Russ Faucett (Barrington Partners) Treasurer: Carol Horvitz (U. Miami) VP Education: Ross Simons (Smithsonian) Bette Loiselle (U. Missouri-St. Louis) Don Wilson (Smithsonian) Past President: Emma Tuk Mena (U. Estatal a Distancia) VP Finance: Julie Denslow (Lousiana State U.) Peyton Fuller (Duke U.) Consortium Member Institutions and Board of Directors University of Arizona University of Florida Michigan State University Rice University Lucinda A. McDade Lauren Chapman Tom M. Burton David Brown Larry Venable Hugh Popenoe Peter G. Murphy Alan Thornhill Arizona State University Florida International University of Minnesota Rutgers University Leslie Landrum University Franklin H. Barnwell Jean M. Hartman David L. Pearson Maureen Donnelly University of Missouri- Richard Lathrop Auburn University Steven F. Oberbauer Columbia Smithsonian Institution J. Wayne Brewer University of Georgia Tim Holtsford David Roubik Craig Guyer James L. Hamrick University of Missouri- Don E. Wilson University of California- Catherine M. Pringle St. Louis Southern Illinois University Berkeley Harvard University Bette Loiselle Beth A. Middleton Gregory Gilbert Noel Michele Holbrook Victoria Sork John Phelps University of California- University of Illinois- Museo Nacional de State University of Davis Urbana-Champaign Costa Rica New York-Stony Brook Charles R. Goldman Carol K. Augspurger Mariela Bermúdez M. Charles H. Janson Sharon Strauss Mark David Melania Ortíz V. Patricia C. Wright University of California- Indiana University Universidad Nacional University of Tennessee Irvine Keith Clay (Costa Rica) Sally P. Horn F. Lynn Carpenter Donald Whitehead Claudia Charpentier E. Gary F. McCracken James Bever Instituto Tecnológico de Leonidas Villalobos Tulane University University of California- Costa Rica University of North Carolina Thomas W. Sherry Los Angeles Juvenal Valerio David Pfennig Julie L. Whitbeck Henry A. Hespenheide III Braulio Vílchez A. Seth R. Reice US Forest Service-Research Peter M. Narins University of Kansas North Carolina State John J. Ewel University of Chicago Paul Rich University Richard Smythe Steve G. Pruett-Jones Robert M. Timm Ted Shear University of Utah J. Timothy Wootton University of Kentucky Ohio University Dinah Davidson University of Colorado Scott Gleeson Don Miles Donald H. Feener, Jr. Michael Breed David H. Wise Jan Salick University of Washington Yan B. Linhart Louisiana State University Oregon State University Ray B. Huey University of Connecticut Julie S. Denslow Bruce A. Menge Douglas W. Schemske Robin L. Chazdon G. Bruce Williamson Phillip Sollins Washington University David Wagner University of Maryland Pennsylvania State P. Mick Richardson Cornell University Douglas E. Gill University Robert W. Sussman Alison G. Power Barbara Thorne Stephen Beckerman University of Universidad de Costa Rica University of Jack C. Schultz Wisconsin-Madison Oscar Rocha Massachusetts-Amherst University of Pittsburgh Tom J. Givnish Manuel Zeledón Peter Alpert Walter Carson Stanley Temple Duke University Curtice R. Griffin Billie DeWalt Yale University Lynn A. Bohs University of Miami University of Puerto Rico James A. Bryan Daniel Richter, Jr. Carol C. Horvitz James D. Ackerman Junhyong Kim Universidad Estatal a Jay M. Savage T. Mitchell Aide At Large Distancia (Costa Rica) University of Michigan Purdue University David Clark Oscar Bonilla John H. Vandermeer William Chaney Russ Faucett Emma Tuk Mena Kerry Rabenold Peyton Fuller Ross Simons Pedro León Julie Denslow 4 Board of Visitors Joan Slatkin Barton John Foster Alan McGowan Tamra Raven Environmentalist Harbor Advisory Group American Association for Environmentalist Michelle Cloud Gerald Freeman the Advancement of Carlos Manuel Rodríguez Eli Lilly and Company Stone Container Science MINAE Ida Cortés Núñez Peter Gilmore Marigold Murray de Genis Rodolfo Silva Environmentalist Dole Foods, S.A. Hacienda Cachí Former Costa Rican Russell B. Faucett C. Thomas Hendrickson Gordon Orians Ambassador to the U.S. Barrington Partners Triangle Environmental University of Washington Stephanie Stone de Feoli Christiana Figueres Thomas Lovejoy Arthur Pappas CIAPA Center for Sustainable World Bank A.M. Pappas & Associates Richard White Development in the Roger Perry Duke University Americas Attorney Offices and Personnel North American Office Costa Rican Office La Selva Biological Station Box 90630, Durham, NC 27708-0630 Apartado 676, 2050 San Pedro de Apdo 53-3069, Puerto Viejo de Telephone: (919) 684-5774 Montes de Oca, San José, Costa Rica Sarapiquí, Heredia, Costa Rica Fax: (919) 684-5661 Telephone: (506) 240-6696 Telephone: (506) 766-6565 E-mail: [email protected] Fax: (506) 240-6783 Fax: (506) 766-6535 <www.ots.duke.edu> E-mail: [email protected] E-mail: [email protected] <www.ots.ac.cr> Gary S. Hartshorn, Ph.D. Robert Matlock, Ph.D. Executive Director Jorge Jiménez, Ph.D. Scientific Director David Arrington, CPA Director in Costa Rica José Francisco Mora V. Corporate Controller Chuck Schnell, Ph.D. Administrator Nora Bynum, Ph.D. Senior Advisor Calixto López Davis Academic Director Maritza Fernández Head of Operations Jonathan Giles, CFRE Head of Accounting Isaías Alvarado Development Director Ricardo Portuguez Morales Maintenance Christina Cheatham Head of Administrative Services Addy Rosales Annual Fund