Planning & Performance Matrix GOAL
Primary Performance Indicators
Secondary Performance Indicators
Type of Measure
Data Source
Responsible Vice President
USF Performance (TARU 2006)
AAU (public) Average Performance (TARU 2005)
USF Performance 2004-05
USF Performance 2005-06
USF Performance 2006-07
Goal 2007-08
Goal 2008-09
Goal 2009-10
Goal 2010-11
Goal 2011-12
AAU Public 25%
AAU Public 50%
3. LOCAL AND GLOBAL ENGAGEMENT INITIATIVES TO STRENGTHEN AND SUSTAIN HEALTHY COMMUNITIES AND TO IMPROVE THE QUALITY OF LIFE
C.II.1a. Number of community-based research awards. (Fiscal year)
USF
Source required
SVP Academic Affairs VP Health VP/ CEOs Regional Campues VP Research
NA
NA
CII.1b. Expenditures for community-based research grants and contracts. (Fiscal year)
USF
Source required
VP Academic Affairs VP Health VP/CEOs Regional Campues VP Research
NA
NA
C.II.2a. Number of service learning course sections delivered. (Academic year)
USF
Source required
SVP Academic Affairs
NA
NA
C.II.2b. Total enrollment in service learning courses. (Academic year)
USF
Source required
SVP Academic Affairs
NA
NA
C.II.2c. Number of student volunteer hours provided to the community. (Academic year)
USF
Source required
VP Student Affairs
NA
NA
C.II.3. Number of community partnerships.
USF
Source required
SVP Academic Affairs
NA
NA
These measures will be more fully defined with faculty input. Mechanisms for data collection will be devised. Consideration to be given to measures prepared by NASULGC's Committee on Benchmarking Outreach and Engagement.
71,731
85,682
93,500
105,800
113,135
124,448
136,892
150,581
4. ENHANCING ALL SOURCES OF REVENUE, AND MAXIMIZING EFFECTIVENESS IN BUSINESS PRACTICES AND FINANCIAL MANAGEMENT TO ESTABLISH A STRONG AND SUSTAINABLE ECONOMIC BASE IN SUPPORT OF USF'S GROWTH
D.II.1a. Endowment value
TARU
NACUBO
VP Advancement
$298 M (2005)
TBD
$298 M
$330 M
$370 M e
$390 M
$405 M
$425 M
$440 M
$465 M
TBD
D.II.1b. Annual giving
TARU
CAE/VSE
VP Advancement
$23 M (2005)
TBD
$26 M
$50 M
$30 M e
$32.5 M
$35 M
$37.5 M
$40 M
$42.5 M
TBD
CAE/VSE
VP Advancement
$69 M
$75 M
$80 M
$95 M
$115 M
$135 M
$150 M
TBD TBD
D.II.1c. Total Cash and Commitments
AAU Primary Indicators
D.II.1d Alumni Giving Rate (%)
USNWR
USNWR
VP Advancement
NA
NA
5%
5%
6%
6.5%
7.0%
7.8%
8.5%
9.0%
D.II.2. Technology transfer and licensing revenues
USF
AUTM
EVP/CFO, VP Research
NA
NA
$1,548,818
$1,704,025
$1,708,025
$1,491,022
$1,806,267
$1,914,642
$1,914,642
$1,914,642
D.II.3a. Bond rating
USF
Moody's
EVP/CFO
A1
A1
A1
A1
A1
D.II.3b. Debt Capacity Measures:
USF
EVP/CFO
D.II.3b(i) Debt Service Coverage (x)
USF
EVP/CFO
7.19 x
4.53 x
4.20 x
4.53 x
4.25 x
D.II.3b(ii) Operating Profit (%)
USF
EVP/CFO
0.65%
-0.25%
-0.85%
-0.92%
-1.32%
D.II.3b(iii) Total Financial Resources / Debt (x)
USF
EVP/CFO
1.61 x
1.48 x
1.54 x
1.59 x
1.65 x
D.II.4a Planned Increase in Recurring E&G/Lottery funds (Enrollment Growth)
USF
President, SVP Academic Affairs, EVP/CFO, VP Health
D.II.4b Planned Increase in Recurring E&G/Lottery funds (State Legislative Budget Request)
USF
SVP Academic Affairs, EVP/CFO, VP Health, VP Research
D.II.4c Planned Increase in Non-Recurring E&G/Lottery funds (State Legislative Budget Request)
USF
SVP Academic Affairs, EVP/CFO, VP Health, VP Research
D.II.5 Planned Increase in Tuition & Fee Revenue
USF
President, SVP Academic Affairs, EVP/CFO
D.II.6 Planned PECO allocation for Capital Construction
USF
President, SVP Academic Affairs, EVP/CFO
D.II.7 Revenues from Auxiliary Operations (Expendable Balance)
USF
EVP/CFO
D.II.8 Planned Congressional Appropriations (to support Federal Legislative Budget Request)
USF
President, VP Research
TARU Performance Measure
e estimated
x times
www.usf.edu • www.ods.usf.edu/plans/strategic/ • September 2007
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