18-19 Budget Report Including key performance metrics - Brock University

 
18-19 Budget Report Including key performance metrics - Brock University
18-19   Budget
        Report
        Including key performance metrics
18-19 Budget Report Including key performance metrics - Brock University
Contents                         Executive summary                                                                                                                           Financial results                                                                                        Figure 1: Funding budget

                                                                                                                                                                                                                                                                                                                                                                                                  Our financial health
                                                                                                                                                                                                                                                                                                                                              2018-19              2017-18            2016-17
Our financial health                                                                                                                                                                                                                                                                               ($000s)
                                                                                                                                                                                        The funding budget for fiscal 2018-19 is illustrated in                                                                                               Budget               Budget              Actual
Financial results                      1
                                                                                                                                                                                        Figure 1. It identifies a balanced budget, consistent with                                                 Revenue
About Brock
Message from leadership                2                                                                                                                                                2017-18. At the time of preparing the budget report,                                                          Student fees                             178,091                 167,875         158,341

Governance at Brock University         3                                                                                                                                                fiscal 2017-18 has not been completed; however, we                                                            Grant revenue                              97,575                96,326           95,009
  Board of Trustees                    3                                                                                                                                                are projecting through our second trimester reporting                                                         Internal chargebacks                        8,994                 8,792            9,703
  Senate                               4    This budget report has once again been prepared with the collaboration of a
                                                                                                                                                                                        (T2) for fiscal 2017-18 a funding surplus of $3.0 million.                                                    Inter-fund revenue                          5,416                  3,138           4,859
Brock’s Mission Statement (Pullout 1) ii    significant number of individuals throughout Brock University in support of the
                                                                                                                                                                                        The information below speaks to our financial health                                                          Other revenue                             49,130                 47,826           46,182
Brock’s values                         ii   academic mission and overall operations. It continues to represent a step in an
Integrated Strategic Plan and               ongoing and iterative process of making the financial operations of the University                                                          and compares several of our financial metrics to                                                           Total revenues                             339,206              323,957            314,094
Strategic Mandate Agreement            ii                                                                                                                                               other comprehensive universities. This budget report                                                       Operating costs
                                            increasingly open, transparent and financially sustainable. This report was designed to
The big picture                       iv                                                                                                                                                addresses actions being taken and next steps that will                                                        Personnel costs                        (219,568)            (212,939)           (196,994)
                                            encourage thought, discussion and recommendations for future planning purposes.
Budget development                                                                                                                                                                      need to be considered to improve these metrics.                                                               Inter-fund expense                      (25,293)             (18,590)            (20,965)
Process and objectives                 9    Input and recommendations for the budget are encouraged and can be emailed to
                                                                                                                                                                                                                                                                                                      Other operating costs                   (94,345)             (92,428)            (90,611)
Framework                                   budgetreport@brocku.ca
                                                                                                                                                                                                                                                                                                   Total operating costs                    (339,206)            (323,957)        (308,570)
Budget environment                   17     Revenue is budgeted to increase by $15.2 million over the 2017-18 budget, a 4.7 per                                                                                                                                                                    Funding surplus                                      -                    -           5,524
  Government policy                  17
                                            cent increase over 2017-18. Student fees represent 53 per cent of Brock’s revenue in the
  Enrolment                          18
  Ourselves – the decisions we make 19      budget (52 per cent in 2017-18). Global tuition is increasing by $8.7 million, with 22 per
Review                                      cent of this increase attributed to planned enrolment growth, 61 per cent attributed
Financial update                     21     to planned rate increases, 13 per cent attributed to a retention target ($1.1 million)
Space considerations (Pullout 2)        i   and 5 per cent attributed to expected enrolment exceeding the prior 2017-18 budget.                                                         Statement of operations metrics
Historical timeline                   iii   Government grants represent 29 per cent of Brock’s revenue budget (30 per cent in
Budget details                                                                                                                                                                          The following metrics were developed to identify areas of strength as well as improvement.
                                            2017-18). Government grants are increasing by $1.2 million as a result of additional
Funding budget                       25     graduate student funding ($0.4 million) and special purpose grants ($0.8 million). Other                                                    Figure 2
  Revenue assumptions                25
                                            revenues are increasing by $3.8 million, which represents 19 per cent of Brock’s revenue                                                                                                                                  Brock(1)                                  Median(2)                                        Average (2)
  Operating cost assumptions         37                                                                                                                                                  By student headcount ($000s)
  Funding budget by                         in the budget (18 per cent in 2017-18).                                                                                                                                                                    April 2017                April 2016            April 2017       April 2016                      April 2017        April 2016
  responsibility centre              42                                                                                                                                                  Student fees (primarily tuition)                                   8.47                    8.20                    8.96                    8.59                      8.79                     8.30
                                            Consistent with the balanced budget, expenses are increasing in tandem with revenues
  Funding budget by                                                                                                                                                                      Grant                                                              5.92                    5.87                    9.68                    9.69                     10.92                    10.79                        1
  responsibility centre leader       44     by $15.2 million. Personnel costs are increasing by $6.6 million and non personnel by                                                        Personnel costs                                                   10.75                   10.60                   13.78                   13.47                     14.06                    13.69
Snapshots                                   $8.6 million. These investments support the many academic, research, community and                                                           Scholarships                                                       1.05                    0.99                    1.34                    1.28                      1.43                     1.37

                                                                                                                                                                                                                                                                                                                                                                                                            2017-18 Budget Report
Responsibility centre snapshots      46     support activities. To name a few, this budget supports enhancing areas of Indigenous                                                        Interest on long-term debt                                         0.39                    0.40                    0.26                    0.27                      0.27                     0.27
Teaching Faculties                   48     content, international master’s student support through a tuition freeze on research –                                                       Investment income                                                  0.12                    0.06                    0.81                    0.42                      0.82                     0.50
Academic support                     54     based programs, an investment for international PhD students to reduce their net cost                                                       (1) Brock’s 2016 metrics have been adjusted to account for reclassifications.
Student specific                     57     of tuition to zero and attract high calibre graduate students, classroom modernization                                                      (2) Calculated using financial information from 14 other comprehensive universities. Certain 2016 metrics have been updated due to revisions in certain universities’ financial statements.
Shared services                      62

                                                                                                                                                                                                                                                                                                                                                                                                            2018-19
                                            projects and infrastructure renewal.
Ancillary                            66                                                                                                                                                 Brock’s tuition is in line with the average; however, grant revenue per student continues to be well below the sector average and
Space                                69     Our budget environment remains similar to recent years. In 2017-18, the Ontario                                                             represents an area of ongoing attention for the University. Naturally, Brock must operate more efficiently with below-average funding
Global                               71     government launched a new grant funding formula. Overall, with the changes to the                                                           and this is seen in the lower personnel costs per student. Brock continues to invest in students through increasing scholarships.
Capital                                     operating grants, Brock remains the lowest funded University in the province, which                                                         Interest and investment income metrics are in line with Brock’s comparatively weak financial health metrics, as detailed below.
Capital and related projects budget 75
                                            challenges our operations to remain lean and still support all of the activities of the University.
  Background
  2018-19 capital and related
                                     75
                                            Brock’s Differentiation Grant, as a per cent of the combined Core and Differentiation                                                       Financial health metrics
  projects overview                  75     Grant Envelope, is 4 per cent based on preliminary 2017-18 actuals. The 2018-19 budget                                                      Figure 3
Treasury                                    includes a target to increase funded eligible graduate enrolment by 40 master’s FTE and                                                                                                                                  Brock (1)                                     Median (2)                               Weighted average (2)
Financing                            81     16.1 PhD FTE. If achieved, this will increase Brock’s differentiation grant proportion of the                                                                                                                  April 2017         April 2016                  April 2017       April 2016                    April 2017     April 2016
Endowment summary                    83     Core and Differentiation grant envelope to 5.8 per cent. Increasing Brock’s Differentiation                                                  Primary reserve ratio                                               14.6%                   11.7%                  26.4%                   24.1%                    38.5%                36.1%
Next steps                                  grant to the provincial average of 9.3 per cent would represent total differentiation                                                        Debt burden ratio                                                    3.0%                    3.1%                   2.6%                    2.5%                     2.9%                 3.0%
Looking forward                      85     funding of $8.4 million, an additional $3.3 million increase beyond this budget.                                                             Interest burden %                                                    2.5%                    2.6%                    1.7%                   1.7%                     1.5%                 1.6%
  Revenue and expense
                                                                                                                                                                                         Interest coverage                                                     3.70                    3.35                    7.89                  3.68                       7.21                5.93
  allocation model                   85     As the budget environment continues to develop, we remind readers of this report
  Five-year financial forecast       88                                                                                                                                                  Viability ratio                                                     31.9%                  24.5%                  177.4%                 189.9%                    127.0%               120.1%
                                            that we have a $339-million budget to deploy, and to achieve great results, we need                                                          Net operating revenues ratio                                          5.1%                   7.5%                     7.1%                  8.2%                     9.1%                 8.6%
Appendices                                  to capitalize on the opportunities and meet the challenges that are ahead. We are
Appendix A                           89                                                                                                                                                  Employee future benefits per student headcount ($000s)             $(0.53)                 $(1.12)                $(3.03)                $(3.27)                   $(2.36)              $(3.24)
Appendix B                           90
                                            Brock – one community – the sum of its students, faculty, staff, volunteers, supporters                                                      Endowment per student headcount ($000s)                              $5.01                 $4.50                    $8.75                  $6.96                     $7.56               $6.89
Appendix C                           91     and external community partners. Let’s continue to all work together to make 2018-19                                                        (1) Certain ratios have been restated to align with the Council of Ontario Universities’ (COU) metrics to improve comparability across various reporting agencies.
                                            another year to be proud of.                                                                                                                (2) Calculated using financial information from 14 other comprehensive universities. Certain 2016 metrics have been updated due to revisions in certain Universities' financial statements.
Appendix D                           92
Appendix E                           94                                                                                                                                                 Refer to page 82 for explanations of the debt-related financial health metrics and Appendix G for metric definitions.
Appendix F                           95     This report contains certain forward-looking information. In preparing the Budget Report, certain assumptions and estimates were
                                            necessary. They are based on information available to management at the time of preparing the budget. Users are cautioned that actual
Appendix G                           96     results may vary. Throughout the text in this report, financial values have been rounded to the nearest thousand unless otherwise stated.
18-19 Budget Report Including key performance metrics - Brock University
Message from leadership                                                                                                                   Governance at Brock University

                                                                                                                                                                   The University was incorporated in 1964 through The                                          2017-18 Board of Trustees
                                                                                                                                                                   Brock University Act (the Act), a Statute of the Province                                    members                                                        26
                                                                                                                                                                   of Ontario. The Act provides that except as otherwise                                        •   Sophia Aggelonitis (community member – AC and HRC)
                                                                                                                                                                   specifically assigned to the Senate, the government, conduct,
                                                                                                                                                                                                                                                                •   Mark Arthur (Chair – SPC; community member – EC, AC and PC)
                                                                                                                                                                   management and control of the University’s property and
                                                                                                                                                                                                                                                                •   Michele-Elise Burnett (community member – CIC and HRC)
                                                                                                                                                                   the conduct of its business and affairs is vested in the Board
                                                                                                                                                                                                                                                                •   Shirley Cheechoo (Chancellor)
                                                                                                                                                                   of Trustees (the Board). The Act provides that the Senate is
                                                                                                                                                                                                                                                                •   Gary Comerford (Chair of the Board)
                                                                                                                                                                   responsible for the education policy of the University. This
                                                                                                                                                                                                                                                                •   Mario De Divitiis (Vice-Chair – GNC; community member – SPC)
                                                                                                                                                                   bicameral system of governance, consisting of two governing
                                                                                                                                                                                                                                                                •   Mary De Sousa (community member – AC and GNC)
                                                                                                                                                                   bodies – the Board and the Senate – is shown below.
                         Gervan Fearon, President and       Thomas Dunk, Provost and          Tim Kenyon, Vice-President,       Brian Hutchings, Vice-President,                                                                                                •   Gervan Fearon (President and Vice-Chancellor)
                         Vice-Chancellor                    Vice-President, Academic          Research                          Administration
                                                                                                                                                                   Figure 4                                                                                     •   John Fisher (Vice-Chair – FPIC; community member – SPC)
                                                                                                                                                                                          The bicameral system of governance                                    •   Giulia Forsythe (staff member – SPC)
                         Brock University aims to advance its academic mission in             communities and our faculty and students support local
                                                                                              institutions through co-op and experiential learning. We are                                                                                                      •   Kristine Freudenthaler (Vice-Chair of the Board; Chair – CIC;
                         support of meeting students’ needs; advancing regional
                                                                                                                                                                                                                                                                    community member – AC)

                                                                                                                                                                                                                                                                                                                                         ABOUT BROCK
ABOUT BROCK

                         community and economic growth and development;                       committed to working with community leaders to enhance                          Board of                                                    Senate
                                                                                              the overall well-being of the Niagara region.                                   Trustees                                                                          •   Faisal Hejazi (undergraduate student member – CIC)
                         and fostering national prominence in post-secondary
                                                                                                                                                                                                                                                                •   Dennis Hewko (Chair – FPIC; community member – EC and CIC)
                         education. For two consecutive years, Brock has achieved             This budget supports the initiatives established through the
                         balanced budgets in pursuit of these goals by developing                                                                                                        Standing committees        Standing committees                         •   Shannon Kitchings (graduate student member – EC and SPC)
                                                                                              Province of Ontario 2017-20 Strategic Mandate Agreement                                        and ad hoc or              and ad hoc or
                                                                                                                                                                                                                                                                •   Diane Miller (faculty member – EC and SPC)
                         a plan crafted out of thoughtful consultation across the             (SMA2) process. Our SMA2 aims to continuously improve our                                   special committees         special committees
                         University community. The 2018-19 budget invests in                                                                                                                                                                                    •   Beverley Morden (community member – FPIC and SPC)
    2                                                                                         contributions to the students and communities we serve.                                                                                                                                                                                         3
                         key strategic priority areas relating to supporting student                                                                                                                                                                            •   Chris Phillips (community member and Alumni Association – CIC
                         success; promoting Brock’s academic programming;
                                                                                              Brock’s SMA2 aspires to enhance our academic excellence,
                                                                                              as well as our established strengths in experiential education,
                                                                                                                                                                   Board of Trustees                                                                                and SPC)

                                                                                                                                                                                                                                                                                                                                          2018-19 Budget Report
 2018-19 Budget Report

                         advancing research, scholarly, and creative activities; and                                                                               The Board consists of 26 members, including 17                                               •   Miriam Richards (faculty member – SPC)
                                                                                              transdisciplinary programming and research activities.
                         contributing to regional and community development.                                                                                       community members elected by the Board, as well as                                           •   William (Bill) Rickers (Vice-Chair – CIC; community member – FPIC)
                         The entire Brock community was instrumental in making                At Brock, we are engaged in the development of a new                                                                                                              •   Kristen Smith (staff member – EC and CIC)
                                                                                                                                                                   two Brock students, three faculty members and two staff
                         decisions to develop the financially sustainable plan                University Strategic Plan that will further assist in refining                                                                                                    •   Leanne Standryk (Chair – HRC; community member – EC and GNC)
                                                                                                                                                                   members elected by their respective constituencies. The
                         reflected in the budget that supports Brock’s academic               the key priorities and budget alignment of the University                                                                                                         •   John Suk (Immediate Past Chair of the Board)
                                                                                                                                                                   Chancellor and the President and Vice-Chancellor are ex
                         mission and facilitates the University’s contributions to the        over the next five years. The Strategic Plan will involve a                                                                                                       •   David Whitehead (Chair, Senate – CIC)
                                                                                                                                                                   officio members of the Board.
                         advancement of knowledge and understanding, as well as               full environmental scan and consultation to support the                                                                                                           •   Dr. Robin Williams (Vice-Chair – SPC and HRC)
                         the betterment of communities and society.                           establishment of shared academic and administrative                                                                                                               •   Elisabeth Zimmermann (Chair – GNC; community member – EC
                                                                                              priorities across the University, which will inform the Fiscal                                                                                                        and FPIC)
                         This document outlines all the budgetary allocations and             Framework and Revenue and Expense Allocation Model to
                         supports the teaching, research, scholarly and creative                                                                                                                                                                                •   John Zoccoli (Chair – AC; community member – EC and CIC)
                                                                                              facilitate long-term sustainable budgets in support of the
                         activities, and university service activities, conducted by the      academic mission of the University.
                         talented faculty and staff at Brock. Specifically, this budget                                                                            Figure 5
                         supports advances in Indigenous education and community              Looking forward, we will be establishing the core priorities                                                                                            Board of
                         engagement, undergraduate and graduate scholarships and              to guide the strategic direction, choices and actions of the                                                                                            Trustees
                                                                                              University. Our future budgets will evolve and be informed                                                                                            committees
                         fellowships, international master’s student assistance through
                         a tuition freeze on research-based programs, investment for          by our new strategic plan. The Strategic Plan will support
                         international PhD students to reduce their net cost of tuition       pedagogy, programs in liberal arts/science and professional
                         to zero, full-time faculty and support staff, library acquisitions   fields, experiential learning, entrepreneurship and knowledge
                                                                                                                                                                                                        Strategic                 Capital          Financial Planning,                            Governance/
                         and support, information technology improvements through             dissemination, while also noting the University has a strong                 Executive
                                                                                                                                                                          Committee                     Planning              Infrastructure           Investment
                                                                                                                                                                                                                                                                                Audit
                                                                                                                                                                                                                                                                              Committee
                                                                                                                                                                                                                                                                                                  Nominating       Human Resources
                                                                                                                                                                                                                                                                                                                     Committee
                                                                                                                                                                                                       Committee                Committee              Committee                                  Committee
                         a new human resources system and capital improvements,               existing commitment to transdisciplinary studies and research.                 (EC)                        (SPC)                     (CIC)                  (FPIC)                (AC)                (GNC)              (HRC)
                         such as dedicated funds for classroom modernization.                 Enrolment through considerations of undergraduate, graduate,
                                                                                              and continuing-adult professional education will support these
                         Brock is strongly rooted in the Niagara region. We aim               activities. Furthermore, Brock aims to contribute to Niagara                                                                                             Pension
                                                                                                                                                                                                                                                      Committee
                         to partner across the region to support community and                regional development through excellence, partnerships and                                                                                                 (PC)
                         economic development. Brock’s research cultivates healthy            innovative initiatives at the local and national levels.
18-19 Budget Report Including key performance metrics - Brock University
Senate
                         As of April 1, 2018, the Senate consists of 67 members, including 38 elected full-time teaching staff and professional
                                                                                                                                                                                        67
                         librarians, two members of the Board, three undergraduate students and two graduate students elected by their
                         respective constituencies. There are also 22 ex officio members of the Senate.

                         2017-18 Senate members                                                 22           Full-time teaching staff/professional                                      38   Planning, Priorities and                                        17
                         Members ex officio                                                                  librarian representatives                                                       Budget Advisory Committee
                         •   Shirley Cheechoo (Chancellor)                                                   •   Kate Bezanson (FOSS)                      •   Bozidar Mitrovic (FMS)        The Senate’s Planning, Priorities and Budget
                                                                                                             •   Michael Berman (FOH)                      •   Christie Milliken (FOSS)      Advisory Committee (PPBAC) defines its terms as follows:
                         •   Gervan Fearon (President and Vice-Chancellor)
                                                                                                             •   Irene Blayer (FOH)                        •   Laurie Morrison (Library)     It undertakes the responsibility to advise Senate regarding
                         •   Thomas Dunk (Interim Provost and Vice-President, Academic)
                                                                                                             •   Jonah Butovsky (FOSS)                     •   Roberto Nickel (FOH)          advice to the Board of Trustees in respect to the consistency
                         •   Tim Kenyon (Vice-President, Research)                                                                                                                           of the budgets, policies, plans and prioritization processes
                         •   Greg Finn (Vice-Provost and Associate Vice-President, Academic)                 •   Poling Bork (FMS)                         •   Shauna Pomerantz (FOSS)
                                                                                                                                                                                             with academic policy, as well as their consonance with the
                         •   Anna Lathrop (Vice-Provost, Teaching, Learning and Student Success)             •   Christene Carpenter-Cleland               •   Lynn Rempel (AHS)
                                                                                                                                                                                             goals of the University. The PPBAC advises Senate regarding
                                                                                                                 (FMS)                                     •   Tim Ribaric (Library)
                         •   James Mandigo (Vice-Provost, Enrolment Management and                                                                                                           the following:
                             International)                                                                  •   June Corman (FOSS)                        •   Matthew Royal (FOH)           a) The principles of allocation of the University budget and
                         •   Ejaz Ahmed (Dean, Faculty of Mathematics and Science)                           •   Don Cyr (GSB)                             •   Miriam Richards (FMS)            determination of strategic objectives and prioritization
                         •   Diane Dupont (Interim Dean, Faculty of Graduate Studies)                        •   Spy Dénommé-Welch (FOE)                   •   Barbara Sainty (GSB)             processes.
                         •   Andrew Gaudes (Dean, Goodman School of Business)                                •   Tamara El-Hoss (FOH)                      •   Larry Savage (FOSS)           b) The academic and fiscal priorities of the University.
                                                                                                             •   Fayez Elayan (GSB)                                                          c) The academic and fiscal challenges of the University.
ABOUT BROCK

                                                                                                                                                                                                                                                                               ABOUT BROCK
                         •   Ingrid Makus (Dean, Faculty of Social Sciences)                                                                               •   Dennis Soron (FOSS)
                                                                                                             •   Nancy Francis (AHS)                       •   Susan Sydor (FOE)             d) The budget system and strategic planning processes, and
                         •   Carol Merriam (Dean, Faculty of Humanities)
                                                                                                             •   Allison Glazebrook (FOH)                  •   Donna Szoke (FOH)                any proposed changes in the budget system and strategic
                         •   Michael Owen (Dean, Faculty of Education)
                                                                                                             •   Ian Gibson (Library)                      •   Tek Thongpapanl (GSB)
                                                                                                                                                                                                planning processes of the University.
                         •   Peter Tiidus (Dean, Faculty of Applied Health Sciences)                                                                                                         e) Matters requiring institutional advocacy.
                         •   Geraldine Jones (Registrar)                                                     •   David Hutchison (FOE)                     •   David Whitehead (GSB)
                                                                                                                                                                                             f) Any other matters referred to it by the Senate or Senate
                         •   Mark Robertson (University Librarian)                                           •   Nota Klentrou (AHS)                       •   Michelle Webber (FOSS)
    4                                                                                                                                                                                           Governance Committee.                                                                   i
                         •   Gary Comerford (Chair, Board of Trustees)                                       •   Linda Lowry (Library)                     •   Terrance Wade (AHS)
                                                                                                             •   Phillip Mackintosh (FOSS)                 •   Vera Woloshyn (FOE)           The following are the 2017-18 PPBAC members:
                         •   Aidan Hibma (BUSU, Vice-President, Finance and Administration)

                                                                                                                                                                                                                                                                                2016-17 Fiscal Framework
 2018-19 Budget Report

                                                                                                             •   Lynn McCleary (AHS)
                         •   Thomas Winger (President, Concordia Seminary)                                                                                                                   Elected members
                         •   Brian Hutchings (Vice-President, Administration)                                Representatives of the Board of Trustees                                        • Nota Klentrou (AHS) – Chair, Information Technology and           7
                                                                                                                                                                                         2
                         •   James O’Brien (Alumni Association Representative)                               • William Rickers                                                                 Infrastructure
                         •   Michele-Elise Burnett (Indigenous Representative)                               • Elisabeth Zimmermann                                                          • Lynn Rempel (AHS) – Chair, Undergraduate Student Affairs
                                                                                                                                                                                             • Lynn McCleary (AHS) – Chair, Graduate Studies
                         Note:                                                                               Undergraduate student representatives                                       3
                         Faculty of Applied Health Sciences (AHS);                                                                                                                           • Don Cyr (GSB) – Vice-Chair, Governance
                                                                                                             • Kingsley Nwogu
                         Goodman School of Business (GSB);                                                                                                                                   • June Corman (FOSS) – Chair, Research and Scholarship Policy
                         Faculty of Education (FOE);                                                         • Mickey Calder
                                                                                                                                                                                             • Laurie Morrison (Library) – Chair, Teaching and Learning Policy
                         Faculty of Humanities (FOH);                                                        • David Stark
                         Faculty of Mathematics and Science (FMS) and
                                                                                                                                                                                             • Susan Sydor (FOE) – Chair, Undergraduate Program
                         Faculty of Social Sciences (FOSS).                                                  Graduate student representatives                                            2   Students
                                                                                                             • Emily Guertin
                                                                                                                                                                                             • Christopher Yendt – graduate student
                                                                                                                                                                                                                                                                 2
                                                                                                             • Charissa Sanche
                                                                                                                                                                                             • Aidan Hibma – undergraduate student
                         Figure 6
                                                                                                     Senate                                                                                  Ex officio
                                                                                                    standing                                                                                 •   David Whitehead (GSB) – Senate Chair
                                                                                                                                                                                                                                                                 8
                                                                                                   committees
                                                                                                                                                                                             •   Gervan Fearon – President and Vice-Chancellor
                                                                                                                                                                                             •   Tom Dunk– Interim Provost and Vice-President, Academic
                                                                                                                                                                                             •   Tim Kenyon – Vice-President, Research
                                     Planning,                               Information
                                                                                             Research and   Teaching and                   Undergraduate                    Academic         •   Greg Finn – Vice-Provost and Associate Vice-President, Academic
                                     Priorities                  Graduate    Technology                                    Undergraduate                        Student
                                                  Governance                                  Scholarship     Learning                       Student                         Review
                                    and Budget
                                                  Committee
                                                                  Studies        and
                                                                                                Policy         Policy
                                                                                                                             Program
                                                                                                                                              Affairs
                                                                                                                                                                Appeals
                                                                                                                                                                             (special
                                                                                                                                                                                             •   Carol Merriam (FOH) – Faculty Dean
                                     Advisory                   Committee   Infrastructure                                  Committee                            Board
                                    Committee                                                 Committee      Committee                      Committee                      committee)        •   Peter Tiidus (AHS) – Faculty Dean
                                                                              Committee
                                                                                                                                                                                             •   Linda Rose-Krasnor (FOSS) – BUFA observer (non-voting)

                                                                                                                                                                                                                                                                 Pullout 1/i
18-19 Budget Report Including key performance metrics - Brock University
Brock’s Mission                                                                   Brock’s values                                          Construction in progress on
                                                                                                                                                                   the Rankin Family Pavilion.
                         Statement                                                                         Brock is committed to seven core values that
                                                                                                           inform and strengthen our actions.
                         Brock University flourishes through the scholarly,                                1. Integrity and respect
                         creative, and professional achievements of its                                    2. Freedom of thought and expression coupled
                         students, faculty and staff. Offering a range of                                     with academic responsibility
                         undergraduate and graduate programs, Brock                                        3. Unique student experience
                         fosters teaching and research of the highest                                      4. Innovation
                         quality. As a diverse and inclusive community, we                                 5. Accountability and stewardship
                         contribute positively to Canada and beyond through                                6. Sustainability
                         our imagination, innovation and commitment.                                       7. Generation and mobilization of knowledge

                             Integrated Strategic Plan and
                             Strategic Mandate Agreement
                             Brock University’s 2010 Integrated Strategic Plan,
                             which has been endorsed by both the Board and the
                                                                                                 Objectives/priorities
                             Senate, sets out the University’s strategic priorities,             1. Student Experience: Brock committed to increase the
                             representing the principles of allocation of the                       quality, breadth and diversity of co-op programs, and to
ABOUT BROCK

                                                                                                    extend it’s commitment to a broader array of curricular
                             University. The full Integrated Strategic Plan can be
                                                                                                    and co-curricular experiential learning in undergraduate
                             viewed at brocku.ca/webfm_send/18651
                                                                                                    and graduate program offerings.

                             Strategic priorities                                                2. Innovation in Teaching and Learning Excellence: Brock
                                                                                                    is expanding its experiential education opportunities,
                             • Ensure Brock is a preferred place to work and study.                 recently becoming the first Canadian university to have its
     ii
                             • Support Brock’s undergraduate student-centred focus while            experiential education definitions adopted by its Senate,
                               maintaining excellence in graduate education.                        allowing such opportunities to be recognized through
 2018-19 Budget Report

                             • Foster excellence in research, scholarship and creativity.           program outcomes and on the student co-curricular record.
                             • Serve the social, cultural and economic well-being of             3. Access and Equity: Brock’s recruitment efforts encourage
                               the University, as well as the local, national and global            a wide and diverse spectrum of potential undergraduate
                               communities.                                                         and graduate students, including under-represented groups
                                                                                                    such as Indigenous peoples, new Canadians, persons with
                             • Encourage transdisciplinary initiatives.
                                                                                                    disabilities, first-generation students, students with low
                             • Promote internationalization.                                        income and mature students.
                             • Practise accountability, fiscal responsibility and stewardship.   4. Research Excellence and Impact: Brock researchers
                                                                                                    are strengthening our international reputation through
                             Brock University’s 2017-20 Strategic Mandate
                                                                                                    partnerships that create the knowledge, services and
                             Agreement (SMA2) responds to the Ministry of
                                                                                                    infrastructure required for the Niagara region’s success
                             Advanced Education and Skills Development’s (MAESD)
                                                                                                    in a globalized economy through a transdisciplinary
                             request that every college and university in Ontario
                                                                                                    approach. The University has worked to challenge traditional
                             prepare a document that would articulate the mandate                   disciplinary boundaries, encouraging the application of
                             and vision of each institution. Guidelines set out by the              multiple theoretical and methodological approaches in the
                             MAESD call for SMAs to be updated every three years.                   completion of a range of unique programs.
                             Brock signed its first Strategic Mandate Agreement                  5. Innovation, Economic Development and Community
                             with the government in 2014. Following a period                        Engagement: Brock is responding to local needs by
                             of negotiation with the MASED over the summer of                       capitalizing on and developing the community’s own
                             2017, SMA2 was signed on Feb. 7, 2018. The 2017-2020                   intellectual property, resulting in two-way knowledge
                             SMA can be viewed at brocku.ca/vp-academic/                            exchange, commercialization of intellectual property,
                             wp-content/uploads/sites/65/Brock-University-                          the creation of spinoff companies in partnership with the
                             SMA-Signed-Final-Feb-7.pdf. The SMA2 outlines                          Niagara Regional Innovation Centre and joint-venture
                             the following shared objectives and priorities for                     activity between the University, industry and community
                             differentiation:                                                       organizations.

                                                                                                 Pullout 1/ii                                                                                    Pullout 1/iii
18-19 Budget Report Including key performance metrics - Brock University
Parking revenue 2014 to 2019                                                                                                                                                                Residence revenue 2014 to 2019
                                                                                                                                                               Introducing
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Campus Store revenue 2014 to 2019
                                                                                                                                                                                                                                                                                      2017 headcount of undergraduate students (%)                                   2017 headcount of graduate students (%)                                     Number of undergraduate                                                                            91% of Brock undergraduate                                         96% of Brock undergraduate                              83% of fourth-year Brock                                  60% of Brock graduate students                                                                      9,199
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 98.70
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  98.21
                                                                                                                                                                                                                                                                                                                                                                                                                                                 applicants from 2013 to 2017                                                                       students were employed within                                      students were employed within                           undergraduate students rated the                          rated the quality of their overall                                        8,973                                                                                   516                         514

                                                                                                                                                               the data points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 8,823                                                                                                                                                                                                           97.50
                                                                                                                                                                                                                                                                                                                                                                                                                                                 self-identified as Indigenous: 979
                                                                                                                                                                                                                                                                                                                                       Domestic (Ontario)                                                        Domestic (Ontario)                                                                                                                                                                                                                                                                                                                                                               8,747                                                                                                                                                                                                                                                         97.34
                                                                                                                                                                                                                                                                                                                                       International                                                             International
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    six months of graduation.                                          two years of graduation.                                quality of their overall experience                       experience at Brock as very good                                                                                                                      496                                                                                                                                96.75
                                                                                                                                                                                                                                                                                             90                                                                            60                                    Domestic
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Source: 2016 Ontario University                                    Source: 2016 Ontario University                         at Brock as very good or excellent                        or excellent (vs. Ontario average of                                                                3,994
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            4,091
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      9,659                                                                                                                    18,696
                                                                                                                                                                                                                                                                                                                                       Domestic
                                                                                                                                                                                                                                                                                                                                       (outside Ontario)                                                         (outside Ontario)               Number of undergraduate                                                                            Graduate Survey.                                                   Graduate Survey.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               (vs. Ontario average of 78 per cent).                     58 per cent in 2013).                                                                                                                                            9,529        468
                                                                                                                                                               As the budget report continues to
The big picture

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              9,344                                                                                                                                              17,560
                                                                                                                                                                                                                                                                                                                                                                                                                                                 registrations from 2013 to 2017                                                                                                                                                                                               Source: 2017 National Survey of Student                   Source: 2016 Canadian Graduate and Professional                                         3,727                                                                                                               453
                                                                                                                                                               evolve, we once again provide data
                                                                                                                                                                                                                                                                                                                                                                                                                                                 self-identified as Indigenous: 337
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               Engagement.                                               Student Survey.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            6,614                                                                                                                                                 16,473       16,439
                                                                                                                                                               points to assist users of this report to                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         16,086
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      8,760
                                                                                                                                                               draw relationships between financial                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              3,270          3,262
                                                                                                                                                                                                                                                                                                                                                                          3                 37                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       8,559
                                                                                                                                                               and non-financial data.                                                                                                                       2       8                                                                                                                   Full course equivalents (FCE) offered in 2017-18 (%)                                                                        2017-18 undergraduate programs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       entering average grade (%)                                                2017-18 undergraduate programs entering                                       Brock mean entering average of new
                                                                                                                                                               The goal is to continue the process of                                                                                                                                                                                                                                                                                                                                                                                                                                                  average grade (%) by Faculty                                        students directly from secondary school (%)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                 82.8                         17.2

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Students directly from
                                                                                                                                                                                                                                                                                         International                                                                                                                                                                                                                                                              95
                                                                                                                                                               providing meaningful data points to                                                                                                                                                                   International

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             secondary school
                                                                                                                                                                                                                                                                                                                              2.1                                                                          8.0
                                                                                                                                                                                                                                                                                              China                                                                       China
                                                                                                                                                               help establish a foundation to explain                                                                                                                                                                                                 .9 .9                                                     Fall/Winter              Spring/Summer
                                                                                                                                                               the “why” behind the revenue and
                                                                                                                                                                                                                                                                                              Nigeria                      .2 .2                  4.8                     India
                                                                                                                                                                                                                                                                                                                                                                                                                         20.8                                                                                                                                                                                                                                                                                                                                                                    14-15          15-16            16-17        17-18      18-19
                                                                                                                                                                                                                                                                                              India                          .3                                           Iran                         1.7                                                                                                                                                                                                                                                                                                                                                                                                                                   Budget     Budget
                                                           Budgeted operating costs ($000s)                                                                    expense values and the outcomes                                                                                                United Kingdom                   .6                                         Ghana                          4.3                                   Students that received OSAP in 2017-18 (%)                                                                           17                   49                       20         12 2
                                                                                                                                                               the budget supports. The data points                                                                                           Germany                                                                     Bangladesh                                                                                                                                                                                                                                                                               84.3                                   81.1                                                                                       Parking Services revenue ($000s)                                                         14-15       15-16       16-17        17-18          18-19                                          14-15            15-16           16-17          17-18          18-19
                                                 2018-19 Budget                                                                                                                                                                                                                                                                                                                                                                                       Yes: 53                      No: 47                                                                            95                82.3                  81.5                                                                                      81.5        81.8               Number of permits issued                                                                                                     Budget         Budget                                                                                         Budget         Budget

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           from secondary school
                                                                                                                                                                                                                                                                                              Other                                                                                                                                                                                                                                                                                                                                                                                                                                         81.2

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Students not directly
                                                                                                                                                               presented in this report were chosen in                                                                                                                                                                    Other                                                                                                                                                                                                                                                                                                                                                80.8                      80.9
                                                                                                                                                                                                                                                                                              (includes 88 countries)                                                     (includes 47 countries)                                                                                                                                                                                                                                                                                            80.5                                                                                                                                                                                                                                                                                                    Residence revenue ($000s)
                                                 Purchased services                   13%                                          15,089                      consultation with Institutional Analysis                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   79.0                                                                                  Note: Starting in 2018-19, permits are no longer required in                                       Campus Store revenue ($000s)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Zones 1 and 2 for the months of May, June, July and August.                                        Sales per student headcount ($)                                                                   Occupancy (%)
                                                  Utilities and taxes          7%                                                  8,623                       (IA), with an emphasis on points which
                                                                                                                                                               have a financial impact. The data points                                                                                                                                                                                                                                                                                                                                                                                                                                               FAHS         GSB      FOH              FMS          FOSS                 2013         2014         2015         2016        2017
                                            Financial expenditures               8%                                                 9,867
                                                                                                                                                                                                                                                                                                                                         2017 international student headcount by Faculty                                                                                                                                                                             19                     48                     21            10 2
                                                                                                                                                                                                                                                                                                                                                                                                                                                               Faculty of Applied Health Sciences (FAHS)
                                           Repair and maintenance
                                           and capital replacement             7%                                                  8,549                       were made available from IA as well as
                                                                                                                                                                                                                                                                                                                                                                                                                                                               Goodman School of Business (GSB)
                                                                                                                                                               other Units throughout the University.                                                                                   74                    516                     26 37      188                      543                   2     11               445              56 14 70 38
                                    Scholarships and student awards                         16%                                    19,696                                                                                                                                                                                                                                                                                                                      Faculty of Education (FOE)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                18,978                  Donations 2012 to 2017 ($000s)                                                                                                              Co-op programs and enrolment
                                                                                                                                                               Your suggestions for future budget                                                                                                                                                                                                                                                              Faculty of Humanities (FOH)

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Undergraduate class size
                                                 Library acquisitions     4%                                                       4,845                                                                                                                                                                                                                                                                                                                                                                                                                                   Applied Health                    Goodman School                                  Education                        Humanities                 Mathematics and Science                   Social Sciences                                                                                                                                                                                          32                       32
                                                                                                                                                               reports and key data points are always                                                                                                                                                                                                                                                          Faculty of Mathematics and Science (FMS)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             Sciences                          of Business
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             31
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  2,273
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       31
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            2,293
                                                        Cost of sales       5%                                                      6,533                                                                                                                                                                                                                                                                                                                      Faculty of Social Sciences (FOSS)                                                                                                                                                                                                                           242                                  252                                                                                                                                                       27                     28
                                                                                                                                                               welcome at budgetreport@brocku.ca                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              2,146                   2,172
                                                 Inter-fund expense                               21%                              25,293                                                                                                                                                                                Total undergraduate students 1,386                                                      Total graduate students 634                   Other
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     1,939
                                                                                                                                                               The second “pullout” after page 22                                                                                                                                                                                                                                                                                                                                                                    174                                                                                                                                                                                                                                                                                                                                                      1,794
                                              Other operating costs                          18%                                   21,143
                                                                                                                                                               presents a timeline that includes some

                                                                                                                                                                                                                                              Student headcount by Faculty of major
                                                                                                                    Total 119,638                              major events impacting our financial                                                                                               Applied Health                       Goodman School                       Education                         Humanities*             Mathematics and Science                 Social Sciences*                                                                                 110                                                                                                                                                                                                                                                                                                                                                                                                                                                        8                     9
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       103                                                                                                                                                                                                            7                       7
                                                 2017-18 Budget                                                                                                                                                                                                                                     Sciences                             of Business                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              6                          6
                                                                                                                                                               experience since 1999-2000, when the                                                                                                                                                                                                                                                                    5,295 5,232 5,118
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         5,023 4,843                                                                                   72                                                             67                                71                                88        67
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    78                                      62         60                                                                                                                                   82
                                                 Purchased services                 12%                                            13,469                      move to a comprehensive university                                                                                                                                                                                                                                                                                                                                                                                                42                                                                  70                                                                                                        50
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       47                        38      34                                                       32                                        30
                                                                                                                                                                                                                                                                                                               3,750 3,837                                                                                                                                                                                                                                                                                                                       40          30           25       36                     18                                        17                                25
                                                  Utilities and taxes          8%                                                  8,929                       was proposed and endorsed.                                                                                                    3,322 3,425 3,515                      3,334 3,334 3,338 3,432 3,457
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 11                                                                                                                                                                                                       2012-13                    2013-14                2014-15                  2015-16                  2016-17                    2017-18

                                            Financial expenditures                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Undergraduate co-op programs                         Graduate co-op programs                   Total co-op student enrolment
                                                                                 9%                                                 9,926                      We hope that you find these data                                                                                                                                                                                                       2,289 2,073                                                                                                                                                   Year 1 Year 2 Year 3 Year 4          Year 1 Year 2 Year 3 Year 4              Year 1 Year 2 Year 3 Year 4          Year 1 Year 2 Year 3 Year 4         Year 1 Year 2 Year 3 Year 4          Year 1 Year 2 Year 3 Year 4
                                                                                                                                                                                                                                                                                                                                                                                                                  1,927 1,794 1,794                           2,046
                                           Repair and maintenance
                                                                               8%                                                   9,276                      points useful and that they encourage                                                                                                                                                                1,682 1,819 1,537 1,742 1,699                                     1,774 1,786 1,878 1,878                                                                                                               Class size by year (Full course equivalent).
                                           and capital replacement
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Overall average                                                                                6,510
                                    Scholarships and student awards                       17%                                      18,981                      constructive and collegial discussion.                                                                                                                                                                                                                                                                                                                                                                       Overall average class size.

                                                 Library acquisitions    3%                                                        4,260                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      65                             64                                                                                                                                                                              4,796
                                                                                                                                                                                                                                                                                        Year 13-14 14-15 15-16 16-17 17-18          13-14 14-15 15-16 16-17 17-18   13-14 14-15 15-16 16-17 17-18     13-14 14-15 15-16 16-17 17-18   13-14 14-15 15-16 16-17 17-18    13-14 14-15 15-16 16-17 17-18                                                                Class averages are based on 2017-18 Fall/                                                                                                               63                             62                              62
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 4,150 4,431                                                                                             2012 to17 external research grants ($000s)
                                                        Cost of sales       6%                                                     6,803                                                                                                                                                                                                                                                                                                                                                                                                                            Winter enrolment. The average class size is                                            2013-14                       2014-15                          2015-16                        2016-17                      2017-18
                                                                                                                                                                                                                                                                                                   Fall student headcount full-time (FT) and part-time                                                                                                                                                                                                                                                                                                                                                                                                                                                      2,957                2,875 3,105                                                                                                                   16,389
                                                 Inter-fund expense                       17%                                      18,590                                                                                                                                                          (PT) by Faculty of major.                                                                    2013-14                2014-15            2015-16              2016-17              2017-18                                                                         the lowest it has been in the past five years.                                                                                                                                                                                                                                                                                                              15,243            316                                                                                                    14,385
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        493                     9,860                                       13,516                         13,471
                                              Other operating costs                         20%                                   20,784                                                                                                                                                     (1) Figures in the table include undeclared Arts, letter of            Undergraduate (FT)              14,853               14,911            14,656                14,840              14,766                                                                                                                                                                                                                                                                                                                                                                                           1,453                                                                                                                                                      559
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      938                                             7,840                     6,213                            1,022                          646
                                                                                                                                                                                                                                                                                             permission, non-degree students and auditors, which are                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           5,844
                                                                                                                                                                                                                                                                                                                                                                    Undergraduate (PT)                2,146               2,243              2,157                 2,178              2,289                                                                                                                                                                                                                                                                                                                                                   445                                383                                  6,910                                                      5,564                        6,008
                                                                                                                    Total 111,018                                                                                                                                                            not included in any of the Faculties in the above charts.
                                                                                                                                                                                                                                                                                                                                                                    Graduate (FT)                     1,298               1,259              1,264                1,336                1,381
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      117                  254                                  158
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 6,930                        6,817
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               7,982

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Year 1 to Year 2 flow-through
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Applied Health                         Goodman School                           Education                   Humanities                      Mathematics and Science                      Social Sciences                 12-13                  13-14             14-15             15-16            16-17
                                                                                                                                                                                                                                                                                                                                                                    Graduate (PT)                       391                 411                385                  354                  352                                                                                 Sciences                               of Business
                                                                                                                                                                                                                                                                                                                                                                    Total (1)                       18,688              18,824             18,462                18,708              18,788                                                                                                                                                                95.4 97.3                                                                                                                                 Cash donations (includes stock and property)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     89.1             89.8 89.0              89.6 89.0 89.9                                                                                                                                                                          Gifts in kind
                                                                                                   2018-19 Budget                                                              2017-18 Budget                                                                                                                                                                                                                                                                                                                                                                                 85.9                                          87.3
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     8.6                                     11.6                                                                                         81.0                      80.7                                                             Endowment donations
                                                                                                                           Total personnel                                                              Total personnel                                                                                                                                                                                                                                                                                                                                                               13.7 12.7                        14.1                                                              80.3                             78.3 79.6                              79.3
                   Personnel group(1) ($000s)                             Salary/wage                   Benefits                                       Salary/wage                 Benefits                                                                                                                                                                                                                                                                                                                                                                                                                       17.9                                                                             77.8                                  77.2
                                                                                                                                costs                                                                        costs                                                                                                                                                                                                                                                                                                                                                            14.3                                          17.5
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                72.9 12.3                                      8.5  6.5                          3.7 76.5 75.0 74.1             Provided by: Development and Alumni Relations.                                                                                 2012-13                     2013-14                         2014-15                     2015-16                         2016-17
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          14.3            8.6            7.4                          2.7

                                                                                                                                                                                                                                  Student full-time equivalent
                                                                                                                                                                                                                                           by teaching Faculty
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   12.5                                                                   4.6 5.8
                   Faculty and professional librarians                           91,119                   19,613                  110,732                    88,194                   19,448                   107,642                                                                            Applied Health                       Goodman School                       Education                         Humanities*                   Mathematics                       Social Sciences*                                                                                                                                                                                                                                                                                                                                                                                                                                        Tri-council*                Other grants                Contracts                            * CIHR, SSHRC, NSERC, CRCs
                                                                                                                                                                                                                                                                                                    Sciences                             of Business                                                                                        and Science                5,099 5,164 5,151 5,170 5,164
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                16.6
                   Admin/professional                                          42,319                     11,336                   53,655                    40,146                   10,445                    50,591
                   CUPE 4207 – Unit 1                                          13,990                      1,527                    15,517                   13,461                     1,394                   14,855
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           95.4 97.3                                                                                                                                                                                                           2012 to 17 external research grants by Faculty ($000s)
                   OSSTF                                                         8,164                     2,633                   10,797                     8,305                     2,521                   10,826                                                                                                                                                                                                                                        3,043
                                                                                                                                                                                                                                                                                                               2,557 2,641          2,519 2,448 2,466 2,622 2,569                                     2,446 2,218 2,223               2,696 2,836 2,787 2,841                                                                                                        80.5                                                                                                                                                                                                                                                                                                                                                                              6,491
                   CUPE 1295 FT                                                  6,882                    2,349                      9,231                    6,803                     2,240                    9,043                                                                       2,282 2,321 2,372                                                                                                          2,160 2,246                                                                                                                                                   76.1 76.3              78.0                 75.8                                                                                                                           75.6 73.8
                                                                                                                                                                                                                                                                                                                                                                    2,098 2,230 1,959                                                                                                                                                                                         71.6                                        71.1            69.8                                           68.0 65.3 66.7                  69.7 71.1
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   74.2 69.8                               70.4 68.3
                                                                                                                                                                                                                                                                                                                                                                                      1,750 1,757
                   SAC                                                           4,928                       963                     5,891                    4,627                       929                     5,556                                                                                                                                                                                                                                                                                                                                                                                                                                                         56.3                                                                                                                                                                                                                                                           4,450
                   Other                                                       12,939                      1,706                   14,645                    13,632                     1,694                    15,326                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          4,151 3,870 3,945                                                4,006
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 3,422                                                                                                                                                                                                    3,567 3,417 3,494
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   3,084                                                                                                                                                                                                             3,242                                     3,081
                   Total                                                      180,341                     40,127                  220,468                   175,168                    38,671                  213,839                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             2,943 2,711
                                                                                                                                                                                                                                                                                        Year 13-14 14-15 15-16 16-17 17-18          13-14 14-15 15-16 16-17 17-18   13-14 14-15 15-16 16-17 17-18     13-14 14-15 15-16 16-17 17-18   13-14 14-15 15-16 16-17 17-18    13-14 14-15 15-16 16-17 17-18                                                                                                                                                                                                                                                                                                       2,670
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                2,199 2,131 2,289
                   Transfer to employee future benefits                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   1,902
                                                                                                           (900)                    (900)                                               (900)                     (900)                                                                            Full-time equivalent (FTE) student
                   reserve (EFB)
                                                                                                                                                                                                                                                                                                   by teaching department/program.                                                              2013-14                2014-15            2015-16              2016-17              2017-18                                                                          2013 2014 2015 2016                     2013 2014 2015 2016                           2015 2016            2013 2014 2015 2016                      2013 2014 2015 2016                     2013 2014 2015 2016                                                     672 568                                                            806
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             468 180         322 413 289 389 365                  481 481 250
                   Total personnel                                            180,341                     39,227                  219,568                  175,168                     37,771                 212,939                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 103                                                                     151
                                                                                                                                                                                                                                                                                                                                                                    Undergraduate                   15,712              15,831             15,578               15,666               15,862                                                                                 Within Faculty (%)           Outside of Faculty (%)                                                                                                              Source: November 1, Ministry USER-PFIS Files
                  (1) Faculty and professional librarians – BUFA members, Associate Deans, Associate Vice-Presidents of Research and Associate Librarian; Admin/Professional-administrative/professional and exempt staff; CUPE
                                                                                                                                                                                                                                                                                             * 2013-14 FTE were adjusted due to the Department of                                                                                                                                                                                                                                                                                                                                                                                                                                                  Applied Health Sciences Goodman School of Business                                 Education                    Humanities                 Mathematics and Science                          Social Sciences                                Other units
                                                                                                                                                                                                                                                                                             Applied Linguistics' move from the Faculty of Humanities to            Graduate                         1,428               1,387              1,380                1,434                1,558
                  4207 – Unit 1 instructors, teaching assistants, lab demonstrators, course co-ordinators and marker/graders; OSSTF – support and technical staff; CUPE 1295 FT – full-time maintenance, trades and custodial                                                                the Faculty of Social Science in 2014-15 in order to make the                                                                                                                                                                                                          Figures represent the tracking of Year 1 students seeking a bachelor’s degree or a first professional degree. The figures
                  staff; SAC – Senior Administrative Council; Other – all other union groups, part-time teaching and non-teaching positions and stipend transfers.                                                                                                                                                                                                  Total                           17,140              17,218            16,958                17,100               17,420                                                                                                                                                                                                                                                                                                                2012-13                 2013-14            2014-15               2015-16           2016-17                                                                                                 Other units mainly represent Research Support Funds.
                                                                                                                                                                                                                                                                                             year-to-year comparison more relevant.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    represent the percentage of students returning the following November, regardless of year of study.                                                                                                                            Provided by: Office of Research Services. Grants are presented on a cash basis.
                                                                                                                   Pullout 1/iv                                                                                                                                                                                                                                                           Pullout 1/v                                                                                                                                                                                                                                                                  Pullout 1/vi                                                                                                                                                                                                                               Pullout 1/vii
18-19 Budget Report Including key performance metrics - Brock University
Process and objectives

                                           The budget is a plan to allocate resources in advance for
                                           the maximum benefit of stakeholders. It is a method to
                                                                                                           1. Support the Integrated
                                           authorize spending authority and establish revenue targets      Strategic Plan and Strategic
                                           of units within Brock University.                               Mandate Agreement
                                           The 2018-19 budget process was one of consultation with         This budget was developed to support the 2010 Integrated
                                           the Senior Administrative Council (multiple updates); the       Strategic Plan and the 2017-20 Strategic Mandate
                                           Finance Committee of the Council of Academic Deans              Agreement (SMA2).
                                           (multiple meetings); the Senate Planning, Priorities and
                                           Budget Advisory Committee (multiple meetings); in               2. Provide new investment where
                                           addition to numerous unit-specific meetings. Every effort       critically needed
                                           was made to ensure the budget was consistent with the

                                                                                                                                                                            BUDGET DEVELOPMENT
BUDGET DEVELOPMENT

                                                                                                           Although the 2018-19 budget is balanced, given the risks
                                           academic policy of the University, and that it supported the
                                                                                                           identified and explained in the Budget Environment section
                                           2010 Integrated Strategic Plan and the 2017-20 Strategic
                                                                                                           of this report, the mitigation measures of fiscal 2017-18
                                           Mandate Agreement (SMA2).
                                                                                                           will remain in effect. However, the long-term growth and
                                           This budget was developed under the direction of the            development of the University should not be limited to the
                                           May 7, 2015 Board of Trustees two-part motion: “That the        mitigation actions. Certain areas will need investment for the
                                           President be given a mandate to:                                University to continue to develop. Thus, this section provides
                                           1. Ensure the University funding budget for 2015-16             additional information in areas where new investment is
                                              and all subsequent years are prepared and presented          critically needed. This section provides no priority to any of
viii                                                                                                                                                                              9
                                              as balanced. If a balanced funding budget cannot be          the functions, tasks or programs identified.
                                              achieved when presented to the Board of Trustees for
                                                                                                           Operations

                                                                                                                                                                              2018-19 Budget Report
  2016-17 Budget Report

                                              approval, the deficit can be presented as a mitigation
                                              target provided a plan to achieve the mitigation target is   Some critical and significant University investments have
                                              included.                                                    been included as part of the 2018-19 budget. Examples
                                           2. Manage the affairs of the University in order for it to      of these investments include continued and increased
                                              achieve, or do better than, the funding budget.”             Indigenous support, additional Library acquisitions,
                                                                                                           additional support for the Teaching Faculties and service
                                           We thank all units that reviewed their operations and           units, support for student wellness and accessibility, and
                                           submitted their budgets to bring the 2018-19 budget             innovative funding for students.
                                           together.
                                           As established three years ago, the timeline for the budget
                                           process allows the budget to be completed for approval
                                           at the cycle 4 meeting of the Board of Trustees in May to
                                           coincide with the start of our fiscal year – running from
                                           May 1 to April 30. We thank all units for meeting the
                                           requirements of the timeline.
                                           The approach taken to establish the 2018-19 budget
                                           was similar to the prior year; incorporating the following
                                           objectives:
                                           1. Support the Integrated Strategic Plan and the SMA2.
                                           2. Provide new investment where critically needed.
                                           3. Support ongoing initiatives.
                                           4. Continue to simplify the budget and bring financial
                                              and non-financial information together to enhance
                                              accountability, understandability and transparency.

                          Pullout 1/viii
18-19 Budget Report Including key performance metrics - Brock University
Brock University’s 2017-20 Strategic Mandate Agreement                   Operating funding support for all six of the Teaching                               Brock continues to make inroads into ensuring the University’s             Infrastructure
                          (SMA2) specifically identifies Indigenous student outreach               Faculties, student awards and services, as well as                                  affordability through a number of funding initiatives for students.
                                                                                                                                                                                                                                                                  Some critical and significant infrastructure investments
                          as one of Brock’s institutional initiatives. This initiative             infrastructure renewal remain key priorities in the 2018-19                                                                                                    include the Rankin Family Pavilion project and the Brock
                          aims “to improve the University experience for Indigenous                budget. In April of 2018, the Senate passed the following                                                                                                      District Energy Efficiency Project (DEEP) – Phase 1 funded
                                                                                                                                                                                                                         Funding for Students
                          students and scholars, while also increasing awareness of                motion “THAT the 2018-19 Budget is consistent with the                                                                                                         in part from the Government of Canada’s Post-Secondary
                          Indigenous issues and perspectives across campus.” In an                 academic policy of the University.” Senate passed this                                                                • New to 2018-19, increasing             Institutions Strategic Investment Fund (SIF) and Phase 2
                          effort to support this initiative, the 2018-19                           motion subsequent to a year of ongoing consultation                                                                     international doctoral fellowships
                                                                                                                                                                                                                           to match the tuition costs.            funded from the Ministry of Advanced Education and
                          budget provides additional funding for a number of                       and review of academic and fiscal matters relevant to the                                                             • New to 2018-19, tuition freeze for     Skills Development (MAESD) Greenhouse Gas Campus
                          Indigenous areas in the University, as noted below.                      budget with the Council of Academic Deans and the Senate                                                                international students in research-
                                                                                                                                                                                                                                                                  Retrofits Program (GGCRP) – deferred maintenance
                                                                                                                                                                                                                           based master’s and PhD programs.
                                                                                                   Planning, Priorities and Budget Advisory Committee.                                                                   • Continuation of tuition freeze for     across campus including residences, the new Human
                                                                                                                                                                                                                           domestic continuing master’s and
                           Indigenous support                                                      A sample of some of the investments in the Teaching                                                                                                            Resources information system, classroom modernization

                                                                                                                                                                                                                                                                                                                                                           BUDGET DEVELOPMENT
                                                                                                                                                                                                                           PhD students.
BUDGET DEVELOPMENT

                                                                                                   Faculties are highlighted below.                                                                                                                               projects, and improvement of several areas of Brock’s
                           • New Vice-Provost Indigenous Education and Community Engagement                                                                                                                                                                       information technology.
                           • Continued support of Tecumseh Centre, Aboriginal Student Services,
                             the Aboriginal stream of Adult Education and the Northern Nishnawbe
                             Education Council                                                       Teaching Faculties                                                                The Library acquisition budget was increased by $629,000                   The Rankin Family Pavilion project will transform the
                           • A tenure-track position in Indigenous Sociology                                                                                                           in 2018-19. We know the Library is important to both                       outdoor space in front of the Schmon Tower, with an
                           • Targeted scholarship support for Indigenous students                    • Total net direct operating budget(1): $137.1 million                                                                                                       enclosed atrium that includes collaborative and digital
                           • Development of an Aboriginal Governance program with Weengushk Film     • Investment in personnel: $2.9 million increase – over 2017-18 budget
                                                                                                                                                                                       teaching and research, and for this reason, in order to
                             Institute                                                                                                                                                 ensure Brock’s Library remains competitive with our peers,                 innovation space, as well as a second level to house and
                                                                                                     • Increased work-related placements for students in numerous programs
                           • Certificate program with Weekgushk in Film Studies                                                                                                                                                                                   expand commercialization activities. This project will be
                           • Three new courses in Indigenous languages                               • Innovative I-EQUIP program, which provides students with opportunities to       the Fiscal Framework establishes a goal of benchmarking
                                                                                                       develop health quality related projects with numerous community partners        our acquisitions on a per student basis against our peers in               completed in the summer of 2018.
 10                                                                                                  • Enhanced laboratory experiences for Kinesiology and Health Sciences                                                                                                                                                                                    11
                                                                                                       students with human cadaver anatomy laboratories, and improved                  the Canadian Association of Research Libraries (CARL).
                                                                                                       equipment for wet labs                                                                                                                                        Rankin Family Pavilion

                                                                                                                                                                                                                                                                                                                                                             2018-19 Budget Report
  2018-19 Budget Report

                                                                                                     • Opportunities to work with and/or research various populations, such as
                                                                                                       older adults, cardiac rehabilitation patients, children and youth, and spinal                                     Library acquisitions                        • Total construction budget: $19.3 million
                                                                                                       cord injured individuals in clinical, rehabilitation and community settings                                                                                   • Funding sources: $8.5 million SIF, $4.9 million from the 2018-19 capital and
                                                                                                     • Goodman School of Business use of a new cloud-based admissions                                                    • Net direct operating budget(1):             related project budget, $3.0 million in donations, $1.5 million of surplus from
                                                                                                       platform to streamline the assessment process                                                                       $4.8 million                                previous years’ capital and related project budgets, and $1.4 million from the
                                                                                                     • Faculty of Education offering extra cohort of Master’s Preparation                                                • Strategic Investment: $0.63                 2017-18 capital and related project budget.
                                                                                                       Certificate in Education courses                                                                                    million                                   brocku.ca/brock-news/2017/03/board-of-trustees-meeting-highlights-
                                                                                                     • Faculty of Education continuing teacher education experiential learning                                           • Where is this budgeted: Library           atrium-and-upgraded-power-projects-moving-forward/
                                                                                                       in China.                                                                                                         brocku.ca/library
                                                                                                     • New string orchestra in Music
                                                                                                     • New stream in Music – Paths to Music Therapy
                                                                                                     • Faculty of Mathematics and Science continues the development of lab
                                                                                                       experiences for students, field trips, and other key sources of experiential
                                                                                                       learning
                                                                                                     • Tenure-track position in Applied Disability Studies to promote increased        Brock’s Student Wellness and Accessibility net funding
                                                                                                       graduate spaces, enhancing experiential learning opportunities for students     increased by $253,000 from MAESD grants, which
                                                                                                       and responding to increased student demand for professional programs.
                                                                                                                                                                                       facilitated a total increase in spending on their support
                                                                                                     • Support for both undergraduate and graduate student travel to present
                                                                                                       research and academic conferences                                               services by $364,000.
                                                                                                     • Development of an Aboriginal Governance program to be delivered on
                                                                                                       Manitoulin Island in partnership with Weengushk Film Institute.
                                                                                                     • Additional investments in marketing and communications for brand-                                                 Student Wellness and
                                                                                                       building initiatives.                                                                                             Accessibility
                                                                                                     • Offering more Indigenous-language courses university-wide through                                                 • Net direct operating budget (1):
                                                                                                       Tecumseh                                                                                                            $1.53 million
                                                                                                     • Adult education enhancements including online offerings                                                           • OG FTE (2): 31.1 vs. 26.4 in 2017-18
                                                                                                     brocku.ca/academics                                                                                                   budget
                                                                                                                                                                                                                         • Additional grant funding: $0.25
                                                                                                                                                                                                                           million                                (1) Net direct operating budget equals revenue minus expenses for 2018-19 fiscal year.
                                                                                                                                                                                                                         brocku.ca/swac/                          These budgets do not allocate overhead costs (i.e. support services, space etc.).
                                                                                                                                                                                                                                                                  (2) OG FTE represents 2018-19 budgeted ongoing staff and faculty full-time equivalent
                                                                                                                                                                                                                                                                  positions – excludes temporary contract workers and includes any budgeted but
                                                                                                                                                                                                                                                                  unfilled position.
18-19 Budget Report Including key performance metrics - Brock University
The first phase of Brock’s District Energy Efficiency Project
                          (DEEP) project is replacing half of the existing natural
                                                                                                               The 2018-19 capital and related projects budget also
                                                                                                               includes a new investment of $500,000 toward classroom
                                                                                                                                                                                                3. Support ongoing initiatives                                                                                    CCOVI
                          gas-powered co-gen engines with state-of-the-art, high-                              modernization.                                                                   As part of the Budget Details section of this report, Figure 38
                                                                                                                                                                                                                                                                                                                   • Net direct operating budget(1): $0.5
                          efficiency, electronically controlled units. The project is                                                                                                           provides a high-level overview of where budget dollars                                                               million
                                                                                                               Also included in the 2018-19 capital and related projects                        are allocated by detailing the net revenue and expenses                                                            • Where this is budgeted: transfer
                          expected to be completed this summer. DEEP Phase 2,
                                                                                                               budget is $2,070,000 of investment in residences, which                          of the following areas: Teaching Faculties, Academic                                                                 from Research Services to the
                          which is being funded entirely through the GGCRP, will                                                                                                                                                                                                                                     Research With no External
                                                                                                               includes $1,115,000 of deferred maintenance projects. The                        Support, Student Specific, Shared Services, Ancillary, Space                                                         Obligations Fund.
                          replace the remaining co-gen engines and install a new
                                                                                                               investments range from proximity card upgrades to Village                        and Global. In addition to this high-level information,                                                            brocku.ca/ccovi
                          high-efficiency electric chiller unit. Work is expected to be
                                                                                                               residence renewal.                                                               this budget report has additional information on each of                                                           cuvee.ca
                          wrapped up by March 2019.
                                                                                                                                                                                                the individual units grouped into these categories in the
                                                                                                               Human Resources (HR) currently runs on old legacy
                          The completed DEEP project will result in Brock’s annual                                                                                                              section of responsibility centres on pages 46 to 73. These
                                                                                                               systems and applications that are beyond end of life and                                                                                           The 2018-19 budget continues to support the Human
                          NOx (nitrogen oxide) gas emissions dropping by 85 per                                                                                                                 pages provide information on the various units of the

                                                                                                                                                                                                                                                                                                                                                            BUDGET DEVELOPMENT
BUDGET DEVELOPMENT

                                                                                                               considered high risk. Replacement is required as soon as                                                                                           Rights and Equity Services unit. The 2018-19 budget
                          cent and reducing the non-methane hydrocarbons by 73                                                                                                                  University and the Faculties, and specifically provide links
                                                                                                               possible. The HR component of Workday, which will replace                                                                                          increased by $0.13 million. The Human Rights and Equity
                          per cent. The new co-generation engines will also consume                                                                                                             to their strategic plans and accomplishments.
                                                                                                               the current HR system, is a modern cloud-based system                                                                                              Services unit is a resource for all Brock community
                          26 per cent less fuel and result in hundreds of thousands of
                                                                                                               that will provide an integrated system with Workday                              This section serves to highlight some specific ongoing            members to provide information, education, assistance and
                          dollars in utility cost saving each year.
                                                                                                               Finance, improved access to information and better HR                            initiatives supported by the budget. There is no priority to      advice on issues related to human rights harassment and
                                                                                                               service delivery. This project is scheduled to be live with                      any of the functions, tasks or programs identified.               discrimination.
                            Brock DEEP Phase 1 and 2                                                           Phase 1 on July 1, 2018.
                                                                                                                                                                                                The Cool Climate Oenology and Viticulture Institute
                            Brock DEEP Phase 1                                                                                                                                                  (CCOVI) at Brock University is an internationally                                                                 Human Rights and
                            • Total construction budget: $10.8 million                                                                                                                                                                                                                                            Equity Services
 12                         • Funding sources: $5.2 million SIF, $1.3 million from the 2018-19 capital and       Workday Human Resources                                                        recognized research institute focused on the research                                                                                                         13
                              related project budget, $2.6 million from the 2017-18 capital and related                                                                                         priorities of the Canadian grape and wine industry, and the                                                       • Net direct operating budget(1):
                              project budget ($1.3 million of which is Facilities Renewal Program Funds),        • Total project budget: $7.2 million                                                                                                                                                               $0.6 million
                                                                                                                                                                                                continuing educational and outreach-service needs of that

                                                                                                                                                                                                                                                                                                                                                              2018-19 Budget Report
  2018-19 Budget Report

                              $1.0 million of one-time Facilities Renewal Program Funds received in 2016-17,     • Assessment and pre-implementation budget: $0.8 million                                                                                                                                         • Where this is budgeted: Shared
                              $0.3 million of the general 2016-17 Facilities Renewal Program Funds               • Implementation budget: $6.4 million                                          community.                                                                                                          Services Support
                              (reallocated mid-year from other projects), $0.3 million from the sale of          • Funding sources: $0.8 million 2016-17 capital and related projects budget,                                                                                                                     • OG FTE (2): 4.0
                              equipment and $0.1 million reallocated from a 2015-16 capital project.               $2.3 million 2017-18 capital and related projects budget, $3.5 million of    CCOVI is currently embarking on a $2.4-million project                                                            brocku.ca/human-rights/
                            Brock DEEP Phase 2                                                                     the 2018-19 capital and related project budget and $0.6 million of pre-
                                                                                                                   encumbrance of the 2019-20 capital and related projects budget.              that expands and enhances its fermentation, wine
                            • Total construction budget: $7.9 million
                            • Funding sources: $7.9 million from GGCRP                                           brocku.ca/brock-news/2017/11/brock-human-resources-preparing-to-               flavour and consumer behaviour facilities as a result of a
                            brocku.ca/brock-news/2018/03/7-9-million-in-provincial-funding-                      launch-new-system/                                                             $960,000 grant from Canadian Foundation for Innovation
                            means-green-light-for-brocks-green-energy-project/                                                                                                                  (CFI), announced in Oct. 2017, a matching grant from
                                                                                                                                                                                                the Ontario Research Fund, announced in Jan. 2018,
                                                                                                                                                                                                plus contributions from the grape and wine industry.
                                                                                                                                                                                                This project will help CCOVI establish the world’s first
                                                                                                                                                                                                mediated-reality wine consumer laboratory that will
                                                                                                                                                                                                combine sights, smells and sounds to help researchers
                                                                                                                                                                                                study the science of consumer choice in the wine industry.
                                                                                                                                                                                                The project also includes expanding the capacity of
                                                                                                                                                                                                CCOVI’s research winery to include a state-of-the-art
                                                                                                                                                                                                fermentation facility, as well as the purchase of several
                                                                                                               The full 2018-19 capital and related projects plan can be                        advanced analytical instruments required for grape and
                                                                                                               found starting on page 75.                                                       wine flavour and aroma analysis.

                                                                                                                                                                                                                                                                  (1) Net direct operating budget equals revenue minus expenses for 2018-19 fiscal year.
                                                                                                                                                                                                                                                                  These budgets do not allocate overhead costs (i.e. support services, space etc.).
                                                                                                                                                                                                                                                                  (2) OG FTE represents 2018-19 budgeted ongoing staff and faculty full-time equivalent
                                                                                                                                                                                                                                                                  positions – excludes temporary contract workers and includes any budgeted but
                                                                                                                                                                                                                                                                  unfilled position.
18-19 Budget Report Including key performance metrics - Brock University
The Department of Development and Alumni Relations                                       The majority of the utilities are shown in the Utilities, Taxes                          4. Continue to simplify the budget and bring financial and
                          is responsible for Brock’s philanthropic activity, alumni                                and Insurance responsibility centre on page 70.
                          engagement and capital fundraising campaigns.                                                                                                                                     non-financial information together to enhance accountability,
                                                                                                                         Utilities (in $millions)
                                                                                                                                                                                                            understandability and transparency.
                                                                          Development and                                                       Utilities ($millions)
                                                                          Alumni Relations                                                                                                                  To everyone involved in the budget development,                 data together will help support ongoing efforts to ensure a
                                                                          • Net direct operating budget :  (1)                                                                                              congratulations and thank you for making this balanced          fiscally responsible budget while paying close attention to
                                                                            $1.6 million                                                 Hydro                    Heating and cooling             Water     budget possible. Furthermore, this year’s report continues      quality and academic outcomes.

                                                                                                                   2018-19
                                                                          • Five-year average annual funds
                                                                            raised (2013-14 to 2017-18 as of                                                                                                the linkage of financial and non-financial data through a
                                                                                                                                                                                                                                                                            It is hoped that the efforts made throughout the
                                                                            April 9, 2018) $6.2 million                                    2.7                             3.3                      1.3     strong partnership with Financial Services and Institutional
                                                                          • OG FTE (2): 18.5                                                                                                                                                                                development of this budget have enhanced its
                                                                                                                                                                                                            Analysis. We suspect this information will generate
                                                                          brocku.ca/bold-new-brock                                                                                                                                                                          accountability, understandability and transparency.

                                                                                                                                                                                                                                                                                                                                          BUDGET DEVELOPMENT
BUDGET DEVELOPMENT

                                                                                                                                                                                                            discussion, which is encouraged.
                                                                                                                                       Hydro                    Heating and cooling                 Water                                                                   Feedback is always encouraged and welcomed, and can be

                                                                                                                   2017-18
                                                                                                                                                                                                            It is anticipated that future budget reports will continue      directed to budgetreport@brocku.ca
                                                                                                                                        2.2                              4.0                          1.4   to build and add to the financial and non-financial data
                          The mission statement of Brock athletics is to enrich                                                                                                                             disclosed herein. Discussing both financial and non-financial
                          the overall student life experience by providing quality                                    brocku.ca/facilities-management/maintenance-operations/utilities
                          sport programs and leadership in the pursuit of athletic
                          excellence. It provides students with the opportunity to
                          take part in athletics both as participants and fans.                                    The majority of the scholarships, bursaries and student
                                                                                                                   awards are shown in the Scholarships, Bursaries and Student
 14                                                                                                                                                                                                                                                                                                                                         15
                                                                                                                   Awards responsibility centre on page 71. These funds
                                                                          Brock Athletics
                                                                          and Intramurals                          represent six per cent of total revenue.

                                                                                                                                                                                                                                                                                                                                            2018-19 Budget Report
  2018-19 Budget Report

                                                                          • Number of athletic teams and
                                                                            athletes: 45 teams and 910 athletes
                                                                          • Number of intramurals and athletes:              Scholarships, Bursaries and Student Awards
                                                                            741 teams and 3,328 athletes
                                                                          • Net direct operating budget of                   • Undergraduate $13.2 million
                                                                            Brock Sports and Recreation(1):                  • Graduate:$8.3 million
                                                                            $1.4 million                                     • Funding sources: $19.7 million (91%) operating costs and $1.8 million (9%)
                                                                          gobadgers.ca                                         endowment.
                                                                                                                             brocku.ca/international-recruitment/funding-costs/
                                                                                                                             brocku.ca/safa/awards
                                                                                                                             brocku.ca/graduate-studies/fgs-awards

                          (1) Net direct operating budget equals revenue minus expenses for 2018-19 fiscal year.
                          These budgets do not allocate overhead costs (i.e. support services, space etc.).
                          (2) OG FTE represents 2018-19 budgeted ongoing staff and faculty full-time equivalent
                          positions – excludes temporary contract workers and includes any budgeted but
                          unfilled position.
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