2006 RMU Town Hall Meetings April 11 -12

2006 RMU Town Hall Meetings April 11 -12, 2006 1

Town Hall 2006 • Overview • Purpose • Process • Questions at End 2

Town Hall 2006 President’s Update • Search--Vice President for Institutional Advancement • Vice President and General Counsel—Sid Zonn 3

Town Hall 2006 Observations About RMU • • Energy Level Desire to Improve Creativity Foundations for Success—linked to Applied/Professional Programs • Expanding Display of Scholarship • Fiscal Management • Unsure of Future Changes 4

Town Hall 2006 RMU is at a strategic crossroads and many critical decisions have to be made regarding its future direction. 5

Town Hall 2006 Need to accelerate the development and communication of our key value proposition: RMU provides an affordable, high quality, comprehensive private university educational experience 6

Strategic Plan The Strategic Planning Process • • • Develop a new ten-year strategic vision (along with University core values) University Planning Council and other administrators, faculty and staff involved Board of Trustees involved throughout the process 7

Strategic Planning Process Timetable • Employee task forces develop recommendations pertaining to key components of ten-year strategic vision (July 2006) • Develop 3 – 5 year strategic plans for all major areas of university (December 2006) • Develop annual goals beginning with AY 2007 -2008 (Spring 2007) 8

Strategic Plan The Five Major Strategic Initiatives 1. 2. 3. 4. 5. Establish RMU’s Institutional Profile Improve Academic Quality Improve RMU’s Infrastructure Solidify and Leverage RMU Brand Strengthen RMU’s Financial Position 9

Strategic Plan 1. Establish RMU’s Institutional Profile • • • Size Undergraduate v. Graduate Mix Program Mix Student Quality Student Diversity – Geographic – Ethnic/Racial – Gender • Residential Campus vs. Non-Residential 10

Strategic Plan 2. Improve Academic Quality • RMU must continue to differentiate itself from state system colleges and low cost competitors via: – – Small class sizes High quality teaching and academic advising Providing excellent student support services Network of highly engaged alumni 11

Strategic Plan • Maintain/strengthen applied/professional programs (including delivery formats) • Attain/maintain professional accreditations • Faculty profile (teacher/scholar model) • Develop “Centers of Excellence” • Outcomes assessment as competitive advantage 12

Strategic Plan 3. Improve RMU’s Infrastructure • Improve Student Housing • Address Deferred Maintenance Issues • Provide for Routine Annual Maintenance Programs • Plan for Major Capital Improvements – Years 1 -5 – Beyond 5 years 13

Strategic Plan 4. Solidify and Leverage RMU Brand • Enhance RMU’s market awareness via: – – Market-driven programming Signature programs Moon campus IS the main campus Athletics • Get outside awareness and recognition of RMU’s continued progress • Promote value of affordable, high quality, comprehensive private university educational experience 14

Strategic Plan 5. Strengthen RMU’s Financial Position • Enhance & diversify revenue streams – – Increase state and federal support Continue to develop targeted academic programs Tuition increases commensurate with value Auxiliary enterprises • Grow Endowment • Cultivate “Culture of Giving” • Capital Campaign 15

Strategic Plan • Continue to Deliver Strong Financial Operating Results – Consistently strong financial performance (20+ years of operating surpluses) – Fiscal discipline and integrity – Conservative budgeting practices – Academic programs are evaluated on educational and financial merits – Market-driven programs aligned with RMU’s Mission and Vision 16

School of Osteopathic Medicine • Office for the Development of the School of Osteopathic Medicine • Start date--2008 (if possible) • Application timetable (PDE and AOA) • Developing plans for building • Pursuing external partnerships and support • Developing relationships with community health systems 17

ACADEMIC PROGRAMS Bill Katip 18

Academic Programs ACCREDITATIONS § Middle States Accreditation (University) § Special/Professional Program Accreditations 19

Academic Programs Middle States Accreditation § 2002: 10 year re-accreditation § 2007: Periodic review 20

Academic Programs ACCREDITATIONS School of Business (All Undergraduate and Graduate Programs) Association to Advance Collegiate Schools of Business (AACSB International) § Fall 2002: Accepted into candidacy § Fall 2005: Fourth year of candidacy § 2007 -2008: Self-study year § June 2008: Self-study report § December 2008: Accreditation visit § Spring 2009: Final decision 21

Academic Programs ACCREDITATIONS School of Communications and Information Systems (B. S. in Information Systems Management and B. S. in Information Sciences) Accreditation Board of Engineering and Technology- Computing Accreditation Commission (ABET/CAC) § Summer 2003: Initial accreditation (RMU’s 1 st Special/Professional Program Accreditation) § Summer 2005: Re-accredited for four years § 2009 - 2010: Re-accreditation year 22

Academic Programs ACCREDITATIONS School of Communications and Information Systems (Media Arts program) National Association of Schools of Art and Design (NASAD) § 2007 -2008: Self-study year 23

Academic Programs ACCREDITATIONS School of Engineering, Mathematics and Science (B. S. in Manufacturing, B. S. in Engineering – Software Engineering and Logistics Engineering Tracks) Accreditation Board of Engineering and Technology- Engineering Accreditation Commission (ABET/EAC) § August 2004: Initial accreditation § September 2005: Re-accreditation report submitted § September 2006: Re-accreditation expected 24

Academic Programs ACCREDITATIONS School of Adult and Continuing Education The Council of Adult and Experiential Learning (CAEL) to be recognized as an Adult Learning Focused Institution (ALFI) 25

Academic Programs ACCREDITATIONS School of Nursing and Allied Health (B. S. in Nursing and M. S. in Nursing programs) Commission on Collegiate Nursing Education (CCNE) § October 2005: Accredited § 2009 - 2010: Re-accreditation year 26

Academic Programs ACCREDITATIONS School of Education and Social Sciences (All B. S. , B. A. , and M. S. education programs leading to certification and state licensure) Teacher Education Accrediting Council (TEAC) § Summer 2005: Entered candidacy § 2006 -2007: Self-study year § Fall 2007: Self-study report § Spring 2008: Accreditation visit § July 2008: Final decision 27

Academic Programs NEW PROGRAMS - Fall 2005 Honors Programs § Pre-Law Advising Program School of Business § M. S. in Human Resource Management § Integrated BSBA Accounting/MBA § BSBA Management: International Business Honors Co-Op Program 28

Academic Programs NEW PROGRAMS - Fall 2005 School of Engineering, Mathematics and Science § B. A. Environmental Science Pre-Medicine Concentration § Pre-Medicine Concentration is also available for non-majors School of Adult and Continuing Education § M. S. in Organizational Studies 29

Academic Programs NEW PROGRAMS - Fall 2005 School of Education and Social Sciences § Ph. D. in Instructional Leadership (S’ 05) § B. S. in Applied Psychology 30

Academic Programs NEW PROGRAMS - Fall 2006 School of Communications and Information Systems Under B. A. in Communications: § Journalism Concentration § Theater Concentration * Both available as minors to non-majors 31

Academic Programs NEW PROGRAMS - Fall 2006 School of Nursing and Allied Health § B. S. in Healthcare Services Administration (Jointly offered with SACE) School of Education and Social Sciences § Under M. S. in Instructional Leadership: English Education Concentration Mathematics Education Concentration Elementary Education Concentration (under review) 32

Academic Programs IN DISCUSSION School of Communications and Information Systems § CIS Faculty proposed a new degree option for adult learners in computing 33

Academic Programs IN DISCUSSION School of Nursing and Allied Health § § B. S. in Nuclear Medicine Technology Ph. D. in Health Administration Doctor of Patient Safety Doctor of Nursing Practice with tracks in: Family Nursing Practitioner Psychiatric Nurse Practitioner Clinical Nurse Specialist 34

Academic Programs IN DISCUSSION School of Education and Social Sciences § Social Science department faculty are proposing a new totally on-line Applied Psychology degree for adult learners. 35

Enrollment Recruitment & Retention Marianne Budziszewski 36

Enrollment New Full Time Enrollment 2005 FT Freshmen SAT Average FT Transfers Total New FT 2004 2003 686 678 552 476 531 29. 2% 1, 023 1, 014 1, 001 305 291 307 1, 003 333 967 324 56 pts [5. 9%] 809 855 15. 9% 991 969 859 2002 2001 % Chg 37

Enrollment Undergraduate Enrollment 2005 2004 2003 2002 2001 % Chg Flat Rate Full Time Part Time 2, 904 3, 103 868 2, 667 2, 928 933 2, 045 2, 750 985 1, 527 2, 721 1, 026 855 239. 6% 2, 690 15. 4% 1, 120 [22. 5%] Total 3, 971 3, 861 3, 735 3, 747 3, 810 4. 2% 52, 858 49, 859 46, 480 45, 438 45, 239 16. 8% Credits 38

Enrollment Graduate Enrollment 2005 2004 2003 2002 999 2001 % Chg Students 1, 124 1, 116 1, 081 924 21. 6% Credits 7, 975 7, 673 7, 557 6, 536 5, 971 33. 6% 39

Enrollment Total Enrollment 2005 Students Credits 2004 5, 095 4, 977 2003 4, 816 2002 4, 746 2001 % Chg 4, 734 7. 6% 60, 833 57, 532 54, 037 51, 974 51, 210 18. 8% 40

Fall to Spring Enrollment Changes Headcount F’ 05 S’ 06 Chg % Chg 3, 971 3, 694 [277] [7. 0%] FT Trads 2, 936 2, 672 [264] [9. 0%] All ACE 712 652 [60] [8. 4%] PT Trads AY 2005 -2006 All Undergraduate 323 370 47 14. 6% Headcount F’ 04 S’ 05 Chg % Chg 3, 861 3, 640 [221] [5. 7%] FT Trads 2, 720 2, 506 [214] [7. 9%] All ACE 831 789 [42] [5. 1%] PT Trads AY 2004 -2005 All Undergraduate 310 345 35 11. 3% Headcount AY 2003 -2004 F’ 03 S’ 04 Chg % Chg All Undergraduate 3, 735 3, 512 [223] [6. 0%] FT Trads 2, 506 2, 331 [175] [7. 0%] All ACE 897 866 [31] [3. 5%] PT Trads 332 315 [17] [5. 1%] 41

Enrollment Summer 2006 Registrations Summer 2006 Students Summer 2005 Credits Students Credits % Chg Headcount Traditional 528 3, 090 468 2, 716 12. 8% ACE 237 1, 137 262 1, 317 [9. 5%] Total Undergrad 765 4, 227 730 4, 033 4. 8% Graduate 417 2, 078 391 1, 812 6. 6% 1, 182 6, 305 1, 121 5, 845 5. 4% Total As of 4/7/06 Patriot Report 42

Enrollment Fall 2006 Freshmen Enrollment Applications 2, 747 2. 7% Acceptances 1, 819 [. 7%] Deposits 514 3. 0% As of 04/03/06 Report 43

Retention RMU Retention and Graduation Rates Beginning Year Freshman to Sophomore Rate Sophomore to Junior Rate Beginning Year 6 -Year Graduation Rate 1999 2000 75% 73% 85% 1993 1994 59% 44% 2001 2002 2003 2004 75% 74% 77% 78% 81% 85% 89% 1995 1996 1997 1998 1999 56% 53% 52% 56% 44

Retention College Retention Trends 2004 First to Second Year Retention Rates by Admissions Selectivity Level ACT Highly Selective Traditional Liberal Open All Institutions 27 -31 22 -27 20 -23 18 -21 17 -20 SAT 1, 220 -1, 380 1, 030 -1, 220 950 -1, 070 870 -990 830 -950 N 73 198 315 80 106 772 Mean% 93. 3 82. 6 70. 8 66. 1 68. 1 75. 1 Source: ACT Institutional Data File 2005 45

Retention Persistence to Degree Rates* For Four-Year Private Colleges by Admissions Selectivity Offering Only Bachelors Offering Bachelors and Masters Offering Bachelors, Masters, and Doctoral All Institutions in Row Highly Selective 85. 8% 81. 4% 83. 7% 83. 9% Selective 67. 6% 64. 3% 65. 7% 65. 4% Traditional 48. 6% 51. 4% 50. 3% 50. 5% Liberal 35. 6% 39. 8% 31. 3% 37. 5% Open 46. 9% 47. 9% 53. 8% 48. 4% Selectivity Level RMU (1999 cohort) *Completion in 5 years for BA/BS 51. 1% 46 Source: ACT Institutional Data File 2005

Facilities Perry Roofner 47

Operations Center § Began last December § Staffed 8 am to 11 pm M-F § § § 2 full time employees supplemented with student workers Designed to improve service & accountability. § § § Direct access Documented WO No. Age Report § Currently handling 100 requests per week. Most requests are resolved within 30 days. § Call Extension 8364. 48

Facility Assessments § The Facilities Depart. has been actively evaluating existing conditions. § § § Mechanical Systems Electrical Systems Sprinkler Systems Fire Alarm Systems Roof Survey Asbestos Survey Hazardous Materials Paving Survey Space Allocation Classroom Furniture Signage Conclusion – RMU has many needs beyond new construction and we are beginning to develop plans of correction. 49

Master Plan Process § Master Plan Process. § Consist of Dept. Interviews to determine existing space utilization and projected demands for future space. § Develops guiding principles for organizing the campus instead of a fixed plan. § Anticipates needs over the next 10 – 15 years. § Major Elements of the Master Plan: § Development of a Loop Road. § Perimeter Parking/Pedestrian Campus § Development of the Academic Quad. @ Nicholson Center. § Development of a new Student Housing Quad. § School of Osteopathic Medicine. § Development of North Academic Terrace. 50

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Recent and Ongoing Capital Projects 52

Braddock Hall § The core area of Braddock Hall is now home to the Information Technology Offices. These offices were previously housed in the Lafayette Bldg. § By vacating the Lafayette Bldg. , space is now made available for new faculty offices. 53

Lafayette Bldg. § Building will house 17 faculty offices. § Work included: § § § New HVAC System New Fire Alarm System New Roof Shingles New Carpet and Paint New Roof Insulation and acoustical ceilings. § New sidewalks § Work to be completed June 1 st. 54

Jefferson Building § The Jefferson Building now houses the expanded Fitness Center and Student Recreation Center including TV Room, Pool Tables, Ping Pong Tables. § These moves resulted in making roughly 10, 000 sf. of prime space available for new student amenities in the Nicholson Center while reactivating a building perfectly suited for these functions. 55

Existing Fitness Center / New Student Affairs § Renovated space to include: § § Student Affairs Offices Student Health Center Student Mail Boxes Student Counseling Center § Parkhurst Dining Offices § Relocated offices will provide for expanded Marketplace Café. § Project to be completed June 1 st. 56

Expanded Marketplace Café § Project to include expanded food and convenience offerings along with a variety of seating options. Opportunities for outside seating associated with the café are being explored. Opening August 18 th. 57

Relocated Bookstore to Nicholson Level 1 § New Location for the Barnes and Noble Bookstore will provide: § Approximately 1, 000 sf of additional retail space. § Provide for dedicated entry at grade at the rear of the Nicholson Center with the opportunity for branding and signage. § The vacated space will be converted to student lounge and group study areas adjacent to the expanded Marketplace Café. § Project to be completed August 18 th. 58

Concord Hall § The Project consist of 152 new beds. § The Project is on schedule and on budget. § Construction to be complete August 1 st with furniture installation and building commissioning occurring the first two weeks of August. 59

New Intramural Field § Site is adjacent to Gallatin Hall § Created by relocating spoils from the Concord Hall project. § Field should be available for the Fall 2006. § Site may become the future location of the softball field once the new parking plan is implemented. 60

Finance & Budget Overview Jeff Listwak 61

Overview of FY 05 -06 Forecast 62

RMU Financial History 63

FY 06 -07 Budget – Revenue (unrestricted) 64

FY 06 -07 Budget – Expense (unrestricted) 65

Tuition and Discount Rate Aspirational School v RMU’s targeted tuition increase strategy aligns with the value delivered v RMU’s tuition discount rate is the lowest in the market which allows for a competitive advantage 66

What is RMU Investing in During FY 06 -07? (Dollars in $000 s) 67

Key Financial Items from Now Until May 2006 1) Watch spending next 2 months to hit budgeted surplus 2) Consider “get our job done” vs. “nice to have” 3) Key Year-End “Cut Off” Dates v May 31 – Last Day of Fiscal Year v June 1 – All cash received and revenue earned through May 31 to be submitted by 4 pm v June 9 – All FY 05 -06 invoices and list of invoices not yet received to be submitted to A/P by 4 pm 68

“Cost Busters” - what is it / how does it impact me? 1) Ongoing "continuous improvement" process across RMU 2) Will include 15 -20 leaders that will be charged with: v Identifying opportunities to reduce costs v Process improvements / empower employees v Efficient / effective working environment 3) Recommendations will be evaluated / implemented by the respective teams that own the underlying processes 4) More to come --- Summer 2006 69

Endowment Earnings v The above are calculated based on a weighted average of 70% equity and 30% fixed investments v Benchmarks are S&P 500 Index and Lehman Aggregate 70

2005 NACUBO Endowment Survey Comparison Aspirational Schools: Balance Survey Rank* University of Dayton $324. 4 M 150 John Carroll University 142. 4 M 274 Duquesne University 123. 3 M 299 Butler University 122. 2 M 301 Gannon University $ 25. 2 M 611 Robert Morris University $ 16. 9 M** 669 * Rank is out of 745 survey participants ** As of 2/28/06, RMU endowment is $18. 2 M, $7. 7 M of which is restricted 71

Policy of Ethical Practice 1) Policy of Ethical Practice Training Update v 12 training sessions conducted / 12 to go v If you have not been invited to a training session please contact Dawn Maida - Director, Internal Audit at 412 -2693912 2) Acknowledgment Update v 114 employees have acknowledged, as of 5 pm 04. 06 v Acknowledgment due date – May 15, 2006 72

Human Resources Pete Faix 73

Human Resources Open Enrollment Preview 2006 Benefits Package • Open Enrollment in early May • Claims experience and competitive bidding = favorable results • Staying with the current Highmark Medical, UCCI Dental and Optichoice/VBA Vision plans • Prudential is new provider of Life and Long Term Disability Insurance programs • Look for communications on details and new programs!! 74

ATHLETICS Craig Coleman 75

Athletics 17 “Traditional” Sports • • Football Men’s and Women’s Basketball Women’s Volleyball Men’s and Women’s Cross Country Men’s and Women’s Indoor Track Men’s and Women’s Outdoor Track Men’s and Women’s Soccer 76

Athletics 17 “Traditional Sports” (cont’d) • • • Men’s and Women’s Tennis Men’s Golf Women’s Softball Women’s Crew Cheerleading 77

Athletics 6 Sports Added in Past 3 Years • • • Men’s Ice Hockey Women’s Ice Hockey Men’s Lacrosse Women’s Field Hockey Women’s Golf 78

Athletics Facts • About 550 Student-Athletes currently • Student-athletes’ graduation rate higher than general student body • Student-athletes’ average GPA higher than general student body • Vast majority of student-athletes recruited to RMU by Department coaching staff 79

Athletics Past Year Highlights • Spring 2005: Softball Team wins NEC Championship and attends NCAA tournament • Fall 2005: Men’s Soccer Team wins NEC Championship and attends NCAA tournament • Fall 2005: Women’s Volleyball Team finishes second at NEC Tournament 80

Athletics Past Year Highlights (cont’d) • Winter 2006: Men’s and Women’s Basketball teams advance to semifinals of NEC Tournament • Winter 2006: Men’s Indoor Track team finishes second at NEC Championship • Winter 2006: Men’s Ice Hockey team advances to semifinals of CHA Tournament 81

Athletics Community Service • • Highway Clean-Up (Business Route 60) Participation in Special Olympics activities Participation in various Katrina relief efforts New initiative underway: Formal affiliation with Boys and Girls Club of Western PA (Dapper Dan Charities) 82

Athletics Opening of Joe Walton Stadium • Stadium formally opened in July, 2005 • Home to Athletic Department administration, Football coaching staff, and several other coaches • Stadium is home field for football, men’s and women’s lacrosse, and women’s field hockey 83

Athletics Impact of Stadium to RMU • Impressive physical presence on University Boulevard enhances visibility of RMU in the community • Has prompted a great deal of publicity for RMU, including a prominent, full-page article in USA Today • Has enhanced campus life with an oncampus site for sporting events, benefiting students, staff, and alumni 84

Athletics Impact of Stadium to RMU (cont’d) • Has prompted interest in live televised broadcasts of football games (two games on Fox Sports Pittsburgh in 2005) • Has led to substantial increase in attendance at home football games (average attendance: 800 in 2004 at Moon Stadium vs. 1, 666 in 2005 at Joe Walton Stadium 85

Athletics On the Horizon: A New Logo • New athletics logo targeted for Fall 2006 • Logo will maintain “Colonials” as school nickname, and is considered extremely important to University branding • Campus-wide logo advisory committee in early stages of logo development, working in conjunction with Athletics Department and University Marketing Department 86

Athletics A New Logo (cont’d) • Rickabaugh Graphics (Columbus, Ohio) chosen as consultants to help develop logo • In addition, a new mascot will also be developed • Goal is for logo to be used on all athletic fields, uniforms, athletic gear, and various clothing items available in campus bookstore and retail outlets 87

Questions? 88