Last Updated November 11, 2004 Strategic Planning Office Page 1 of 5 The Strategic Plan for the University will need to identify an estimate of resource needs required for implementation. The resources will need to be reflected in terms of current funding and new funding. RESOURCE NEEDS TEMPLATE To help develop this component of the University plan, each academic and other operating unit (unit) will need to develop a resource plan which identifies all resources needed and the costs associated with supporting the overall development of their individual strategic plan. Units are asked to complete the Resource Needs Template to itemize the full cost of implementing each proposed initiative listed in the unit’s strategic plan. The Resource Needs Template will be completed in two phases. PHASE 1 For Phase 1, units are asked to provide a list of all strategic initiatives along with a projected initiation and full implementation date. In addition, units are asked to provide an estimate of the total cost (one time costs and ongoing costs) to implement each initiative and total fund raising needs required. Phase 1 estimates are due January 14, 2005. The highlighted sections of Exhibit 1 (see page 2) indicate items that are due in Phase 1. Instructions: 1) List all strategic initiatives to be accomplished between FY 2005 and FY 2010. 2) Indicate the date the unit expects to begin working towards completion of the strategic initiative under “Initiation Date.” 3) Indicate the date the unit expects to have fully implemented the strategic initiative under “Implement Date.” 4) Complete “Total Cost of Initiative” identifying all one-time costs associated with the initiative and the ongoing cost once the initiative is fully implemented. Include all one time costs regardless of the expenditure year. “Ongoing Costs” should equal the ongoing annual expense once the initiative is fully implemented. 5) Provide a preliminary estimate of “Total Fund Raising Needed” itemized by strategic initiative. “Total Fund Raising Needed” should include all expenses the unit does not expect to be paid through operating income or other current funding sources. Last Updated November 11, 2004 Strategic Planning Office Page 2 of 5 Exhibit 1 Last Updated November 11, 2004 Strategic Planning Office Page 3 of 5 PHASE 2 For Phase 2, units are asked to complete the remaining sections of the resource template and update the estimates submitted during Phase 1 as needed. Phase 2 resource needs are due February 28, 2005. Please see Exhibit 2 on page 4. Instructions: 1) Identify current and new “Operating Income” the unit estimates to utilize to fund the cost of implementing each strategic initiative. “All Other” refers to any operating revenue that is not considered Indirect Cost Recovery or Tuition & Fees. This total may include items such as gifts and clinical income, but should not include revenues that would be classified as “Other Funding Sources” in this template. 2) Identify the total amount the unit estimates to utilize from each category listed under current and new “Other Funding Sources” to fund the cost of implementing each strategic initiative. Estimate the total to be utilized from Endowment Income, Annual Fund, and Capital Fund. 3) As needed, update “Total Cost of Initiative” for each strategic initiative submitted during Phase 1. Please refer to Phase 1 instructions. The “Total Cost of Initiative” may or may not equal the sum of “Operating Income” and “Other Funding Sources.” 4) Identify the unit’s “Endowment/Fundraising Needs” to fund the implementation of each strategic initiative. Assume that Endowment Income is 4.375% of the Endowment Corpus. Itemize “Endowment/Fundraising Needs” by Endowment Corpus, Annual Fund, and Capital Needs. Calculate “Total Fund Raising Needed” as the sum of Endowment Corpus, Annual Fund, and Capital Needs. Last Updated November 11, 2004 Strategic Planning Office Page 4 of 5 Exhibit 2 Last Updated November 11, 2004 Strategic Planning Office Page 5 of 5 HEAD COUNT & SPACE PROJECTIONS TEMPLATE The Head Count & Space Projections Template is to be utilized to identify the unit’s current and projected total head count for faculty, staff, and students, as well as the total Gross Square Footage needed in new construction between FY 2005 and FY 2010. Units are asked to complete and submit all sections of the Head Count & Space Projections Template (see below) by February 28, 2005. Instructions: 1) Report baseline faculty and staff head count as of the start of the academic year. 2) Report baseline student head count as of the date of record for the Fall Semester. 3) Incremental FY 2005 – 2010 head count should be the difference between projected FY 2010 and baseline head counts. 4) Unit Allocated Space calculations. The baseline equals the sum of all current space. Incremental FY 2005 – 2010 should only include new construction. 5) Calculate Total FY 2010 as the sum of Baseline FY 2005 and Incremental FY05 -10. Head Count & Space Projections Template Baseline FY 2004/2005 Incremental FY 2005-2010 Total FY 2009/2010 Head Count: Faculty Staff Students Unit Allocated Space Gross Square Feet Category