The Ronald McDonald House provides low- or no-cost lodging to more than 1,500 families each year. Ariadne Guthrie, the house's outreach development associate, said only two out of five families that stay in the home can pay the minimal nightly fee.
"We charge folks $10 per night, and that includes all of their meals," said Guthrie. "Of course, we never turn anyone away because they can't pay."
The house has 31 bedrooms with private bathrooms. Guthrie said that the two family rooms, teen and play areas, and kitchen are always open to guests. Local organizations provide hot dinners every night.
Guthrie said the house operates on a budget of a little more than $400,000 per year. Almost $20,000 comes from the State Employees Combined Campaign (SECC), under way here at Carolina as well as statewide.
The University campaign began with a kick-off Sept. 15 and continues through Oct. 31. Organizers set this year's goal at $1 million for the Carolina campus alone.
During the campaign, employees are encouraged to donate to charities like the Ronald McDonald House. "Those employees who want to contribute can do so in two ways," said Jan Yopp, associate dean of the School of Journalism and Mass Communication and campaign co-chair with Richard Cole, the school's dean. "People can designate a charity, or they can give undesignated funds that are spread out over other charities." This year almost 900 charities are on the SECC-approved list.
"We really couldn't do many of the things we do here without the help of the SECC," Guthrie said. "It would be incredibly sad if that money went away."
Guthrie said seeing a family like the Edwardses is typical at Ronald McDonald house. They came to stay for five days in July. Doctors told them they would have to return to Chapel Hill every week through November.
"Most of our families are repeat families," Guthrie said.
"I had to quit my job to come up here every week," Mary Edwards said. "We couldn't afford to do this if we didn't have the help of these folks."
Guthrie said the Ronald McDonald House operates mainly with donated funds and the help of volunteers. The house never uses professional fundraisers so that all the money it receives goes directly to providing services to children and their families.
For more information on the Ronald McDonald House, call 913-2040 or visit www.chapelhillrmh.net.
The SECC continues through the end of this month. For more information, visit www.unc.edu/secc. You may also contact the captains in your department whose names are posted on the web site; Eric Wild, regional SECC coordinator, at firstname.lastname@example.org; Yopp at email@example.com; or Cole at firstname.lastname@example.org.
Faculty/staff invited to 'Celebration of Excellence' Oct. 22
The University will host a "Celebration of Excellence" on Oct. 22 from 2 to 4 p.m. in Carmichael Auditorium. All faculty and staff are invited to attend.
The event will coincide with Excellence in State Government Week (Oct. 20-24) to celebrate the excellent work of Carolina's faculty and staff.
The celebration will include remarks from guest speakers, including Chancellor James Moeser. Refreshments will be served. The event will also include displays of current campus recognition programs.
Attendance is considered work time, provided employees get supervisors' approval.
In addition, the Bull's Head Bookshop will provide a 35 percent faculty and staff discount that day from 7:30 a.m. to 6:30 p.m.
The Celebration of Excellence is sponsored by the Office of the Chancellor, the Office of Human Resources, the Office of University Events and TIAA-CREF.
Coleman to speak at University Day
University of Michigan President Mary Sue Coleman, a Carolina alumna, will be the featured keynote speaker at the University's annual University Day ceremony on Oct. 12.
Faculty, staff, students and the pubic are invited to the convocation, to begin at 2 p.m. at Hill Hall Auditorium.
Faculty and staff participating in the processional should arrive at 1:30 p.m. and assemble at the Old Well, or, in case of rain, at the Hanes Art Center. They can park in either the Morehead Planetarium or Swain lots.
Coleman's address, titled "Carolina on My Mind," will focus on the role that universities play in addressing issues of national significance. Coleman will use the affirmative action case involving U-M and the summer reading program at Carolina as examples.
University Day was created by the University Board of Trustees to commemorate the laying of the cornerstone of Old East, the nation's first state university building, on Oct. 12, 1793.
Coleman will receive the University's Distinguished Alumna and Alumnus Award at this year's ceremony, as will Katherine A. High of Merion Station, Pa., and Shirley Weiss of Chapel Hill.
Coleman became U-M's president in August of 2002. She also is a biological chemistry professor in the U-M medical school and a chemistry professor in the College of Literature, Science and the Arts.
A graduate of Grinnell College with a degree in chemistry, Coleman earned her doctorate in biochemistry from Carolina in 1969. As a biochemist, Coleman has researched the immune system and malignancies, writing numerous articles on her findings and directing funded research projects supported by a variety of federal agencies.
In 1990, after her 19-year career as a member of the biochemistry faculty and as a cancer center administrator at the University of Kentucky, she returned to Carolina as associate provost and dean of research, then vice chancellor for graduate studies and research. In 1993, she became provost and vice president for academic affairs at the University of New Mexico. She became president of the University of Iowa in 1995, serving the university for seven years before being appointed U-M president.
Coleman has been elected to the National Academy of Sciences' Institute of Medicine and is a fellow of the American Association for the Advancement of Science and of the American Academy of Arts and Sciences.
University Day also will include recognition of the Graduate School's centennial. The school was officially created in 1903, but graduate education has been present at the University since the first half of the 19th century. The first earned master's degree was awarded in 1856 to Needham Cobb.
University Day became a campus holiday in 1877 and an all-day celebration in 1900. In 1906, Edwin A. Alderman, former University president, received an honorary degree, the first given on University Day. That practice evolved into the Distinguished Alumna and Alumnus Awards, first presented in 1971 to "alumni who had distinguished themselves in a manner that brought credit to the university."
High, a 1978 graduate of the School of Medicine, is institute investigator and director of research in the division of hematology at the Children's Hospital of Philadelphia. She also is an attending hematologist and William H. Bennett professor of pediatrics at the University of Pennsylvania School of Medicine.
After attending Harvard and Carolina's School of Medicine, High completed her residency at N.C. Memorial Hospital in internal medicine. She then attended Yale University School of Medicine with a fellowship in hematology. High is former director of UNC Hospitals' Clinical Coagulation Laboratory.
Weiss earned her master's degree in regional planning in 1958 and joined the faculty that year. She earned her doctorate in economics from Duke University in 1973.
While at Carolina, she was associate research director of the Center for Urban and Regional Studies and acting director of the Women's Studies Program. She is well known for her research on New Town development. In 1992, Weiss and her husband, Charles Weiss, established the University's Urban Livability Program, providing support for graduate fellowships, a resident scholar, essay competitions and a special collection in the Chapin Planning Library.
Honor and integrity explored in depth
Strong moral character, or strength and adherence to ethical principles: That is how honor is defined.
The quality of possessing and steadfastly adhering to high moral principles or professional standards: That's one definition for integrity.
These are the dictionary definitions, easy enough to retrieve and understand.
But the bigger question, one harder to grasp, is what it means to live with honor and integrity in the course of daily life and the pursuit of lifelong ambitions.
Answers to this perplexing question were sought during Honor and Integrity Week, which was held on campus from Sept. 22 to Sept. 26.
A series of seminars explored some of the multiple ways honor and integrity can come into play in decisions both large and small. Also explored was how core principles often can come into conflict with career pressures that will be encountered in an increasingly results-oriented world where every action, every deed is measured by some overriding bottom line.
It is stealing to share or download music files from the Internet without paying for them? Or is it acceptable just because it is so easy to do and get away with, and all your friends are doing it? That subject was explored at the Law School Rotunda the night of Sept. 22 in a program titled, "The Day the Music Died: File Sharing, MP3s, Law and Ethics." Leading the discussion was Paul Jones, the director of ibiblio, and John Conley, law professor.
For cocoon dwellers, ibiblio.org is "home to one of the largest collections of collections." Its conservancy of freely available information includes software, music, literature, art, history and philosophy.
Its existence is the result of collaboration between the Center for the Public Domain in Durham and the University as a division of Information Technology Services.
On Sept. 23, a Tuesday, UNC President Emeritus William Friday joined with Hugh Morton, a photographer and conservationist, to discuss the ethical dimensions of Morton's work. Morton wrote "Hugh Morton's North Carolina," a 204-page book published last month by UNC Press. The book draws together hundreds of examples of Morton's work since his days on the "Daily Tar Heel" in the early 1940s. Scenes range from the Cape Hatteras Lighthouse, Orton Plantation and a Hurricane Hazel-battered Carolina Beach to the University's Old Well, the N.C. Zoological Park, the Blue Ridge Parkway and Grandfather Mountain, which Morton owns.
That program, fittingly enough, was titled, "Tuesdays with Friday."
Later that same day, Chuck Stone, the Walter Spearman professor of journalism, set up occupancy in the Pit for an "Ask the Ethicist" discussion on how to handle real-word ethical dilemmas, including what suffices for real-world dilemmas on campus. What do you do when you spot a friend cheating on a test? What do you do if your friend has a drinking problem or drug habit?
Other programs included a roundtable discussion led by John Blanchard, associate athletics director, and Jan Boxill, philosophy professor, about ethics and athletics. Later in the week, Judith Wegner, law professor, the HonorCarolina co-chair and faculty chair, joined with Jonathan Slain, student attorney general, for a lunch discussion on Sept. 25 titled "What's Honor Got to Do With it?" Students who joined in the conversation talked about the dilemma they face in giving credit to sources in research papers. How do you know when a scholarly fact slips into the realm of common knowledge that no longer needs to be cited? And how do you resist the temptation of stealing an argument made by somebody else and disguising it as your own to bump a B-grade paper to an A?
On Sept. 24, University trustees entered in the discussion with a program led by Robert Adler, business professor, titled "What Wall Street Doesn't Teach You: Ethics in the Business World."
Adler teaches a mandatory course on business ethics. It was made mandatory for a reason, he said. "If it was an elective, all the wrong people would take it and all the wrong people would skip it."
Adler said there are no special rules for the business world. Ethics applies to everyone, in every facet of life.
As people move up the hierarchy, the decisions get harder -- and mushier -- and black-and-white choices take on differing shades of gray. The difficulty in life, Adler said, is in making decisions that bring two core values, such as loyalty and honesty, into conflict. Adler said a good book that addresses this dilemma is Rush Kidder's "How Good People Make Tough Choices."
Serving as Adler's panel were three University trustees: Jean Almand Kitchin, Russell "Rusty" Carter and Timothy Burnett, who all run and own their own businesses.
All three trustees, each in their own homespun styles, recounted to students anecdotes from their own personal and business lives to illustrate how doing the right thing remains an elective choice over a lifetime.
Burnett, president of Bessemer Improvement Co. in Greensboro, said everybody needs to develop a moral compass that can help them steer clear of wrongdoing. In the business world, that compass must be used to temper one of the most universal of all human motivations: greed. But Burnett told students not to kid themselves. Greed, in all its manifest forms, is everywhere. "It's on this campus," Burnett said. "It's in government. It's in athletics. It's in religion. So it starts with a moral compass. And if you don't have one, you need to get one."
All three speakers talked of how religion -- no matter which one -- can help the needle in the compass point them to the right choices.
Kitchin, president and chief executive officer of Almand's Drug Stores in Rocky Mount, said shoplifting is not only pervasive among customers but employees as well. She told of one former employee who wrote her a check -- years after she had quit -- to cover the expense of all the free lipstick and soda pop that she had taken.
Kitchin applauded the woman's honesty and for finally following her conscience, then donated the check the woman wrote to a charity.
Kitchin said she keeps her moral compass simple. "If I have any indication it isn't right, it probably isn't," she said.
Kitchin, who graduated from Carolina with a degree in education, talked about the increase in character education in high school. There has to be something -- an inner voice, a higher power, God -- that helps people get through the gray areas, she said.
Adler said the one thing he doesn't like is the bracelets he sees that say, "WWJD." Jesus walked on water, turned water into wine and raised the dead, Adler said, all feats that are beyond a mere mortal's grasp. Rather than ask, "What would Jesus do?" Adler said, people should be asking what Jesus would want them to do.
Carter, president of the Atlantic Corporation, a paper and packing production and distribution company in Wilmington, suggested that people who practice no religion would do well to go back and read some of the mottos contained within the code of the Boy Scouts.
"We have to be grounded in a moral position we can execute on a day-to-day basis," Carter said.
Carter said his sense of right and wrong was forced by the ethics of journalism, which holds truth to be the ultimate defense. Carter's father, Walter Horace Cater, set a good example. As owner, editor and publisher of the "Tabor City Tribune," Carter's father won the Pulitzer Prize in 1953 for critical editorials and stories he wrote about the Ku Klux Klan after secretly attending their meetings. His work helped convict nearly 300 Klansmen.
In any profession, there is an ethical line that cannot be crossed without compromising integrity, Carter said. But in business, the pressure to make money often brings business owners and managers to that line on a recurring basis.
Burnett said integrity also has a lot to do with the way a child is reared. Too often, parents -- in a misguided attempt to help their children get out of trouble -- allow them to make excuses and dodge responsibility for their actions, Burnett said.
And he is grateful his parents didn't give him the chance.
Burnett recalled his father's reaction when Burnett went to him as a 16-year-old after getting a speeding ticket. Burnett thought his father would fix it for him, but he thought wrong. "You made the mess, you're going to have to live with it," his father told him.
So Burnett found a lawyer, and the lawyer found a mistake on the ticket where the arresting police officer had written down the wrong car model.
Burnett went back to his father, triumphant, eager to tell him how he had wiggled out of the jam. But even then, his father refused to give him wiggle room. "He said, `The ticket may be wrong, but so are you.'"
Burnett ended up paying the lawyer -- and the ticket -- and remembering the invaluable lessons his fathers' stern inflexibility had taught.
Faculty Council discussion focuses on budget process
The Faculty Council on Oct. 3 held its second meeting of the fall session under a new format designed to allow time to explore a single topic in depth and invite discussion.
Last month, the topic was college athletics. The subject this time around was "financial resources and their implications."
Faculty Chair Judith Wegner, in a memorandum to council members she sent before the meeting, explained why talking about money, and understanding it, is so critical.
"It's crucial for all of us to become more informed about how to think about the whole issue of financial resources," Wegner said in the memo. "What sources of money are involved? Who makes decisions about them? What constraints apply?"
Called upon to supply some of the answers were Executive Vice Chancellor and Provost Robert Shelton and Tony Waldrop, vice chancellor for research and economic development.
Shelton, for his part, had been called upon earlier to deliver much of the same budgetary information before University trustees.
Shelton, in addressing the question of who makes decisions about the budget, emphasized that deans and department chairs play a critical role, and this upcoming year their decision-making will be guided by the academic plan that was adopted this past summer.
The overriding principle that has been followed, and will continue to be followed, is that discretionary cuts are better than across-the-board cuts, Shelton said.
It is a process that has not made everyone happy, Shelton said.
It is a process that requires making hard choices.
And it is a process that requires the involvement of vice chancellors and deans who understand the needs of their respective units better than anyone.
While state money the University received for enrollment growth helped to negate the impact in terms of the net effect of budget cuts, the University still had to find ways to make $35 million in permanent cuts over the past three budget years, Shelton said.
One way Academic Affairs handled the budgetary shortfall was to hire fewer fixed-term professors. Health Affairs, in contrast, did the opposite by hiring more fixed-term clinicians to respond to increase caseloads.
These distinctly different approaches, Shelton said, point to the two distinctly different worlds that Health Affairs and Academic Affairs represent.
"We feel it is important you feel knowledgeable and interested in what happens here," Shelton told faculty members. "None of it happens without your support."
Waldrop, for his part, reviewed the dramatic upward trend in external support for the University generated by the research of faculty members.
Currently, the average in outside funding is $187,383 per faculty member each year.
External research funding, as a percentage of the total operating budget, has grown from 25 percent in 1996 to more than 30 percent this year, Waldrop said. State funding, as a percentage of the total budget, has dropped in almost inverse proportion, falling from about 35 percent of the total in 1996 to not quite 25 percent today.
It's all part of a positive cycle that begins with having top faculty, who attract top students and external funding that makes their research work possible, Waldrop said. And the presence of top faculty and students, coupled with growing research funding, helps to attract yet more top faculty, he said.
Waldrop went over a graph showing how Carolina's sponsored research programs represent almost 60 percent of the total sponsored programs at all of the UNC system campuses. N.C. State University ranked a distant second in sponsored programs at just more than 20 percent.
And Carolina's research strengths compare favorably nationwide, Waldrop said.
It is first among public universities in funding from the National Institute of Health - and 13th overall.
Similarly, the National Science Foundation ranks Carolina first in the South and 17th nationally in federal support for science and engineering research.
But Waldrop issued a cautionary warning not to expect the steady climb of federal funding to continue.
In 1998, the NIH was put on a course to double its budget over the next five years. That course was followed, Waldrop said, but ended with the completion of the 2003 fiscal year.
What that means is that there is increasing uncertainty, not only about state funding in the years ahead, but the levels of federal research support as well.
Employee Forum announces results of delegate elections
The Employee Forum announced at its Oct. 1 meeting the names of delegates elected to serve two-year terms beginning in November.
Division 1 (EPA non-faculty): Kathleen Younce Bernier, Meredith Clason, John Adams, William Bisese, Bradley Bone
Division 2 (service/maintenance): David Brannigan, Frederick Moore, Anthony Eubanks
Division 3 (skilled craft): Tommy Griffin
Division 4 (clerical/secretarial, Academic Affairs): Victoria Dowd, Rebecca Ashburn, Jacqueline Carlock, John Hewitt
Division 5 (clerical/secretarial, Health Affairs): Katherine Caudell Graves, Patty Prentice, David Moser, Brian Whitling
Division 6 (clerical/secretarial, other): Sandy Jeffers, Darryl Harris
Division 7 (technical): Tom Arnel, Beth Godwin, Camilla Crampton, Leon Hamlett, Dale Bailey
Division 8 (professional): Kirk McNaughton, Penny Ward, Amanda Briggs, Karen Rowe, Curtis Helfrich
Division 9 (executive/administrative/managerial): Martha Fowler, Brian White
This marked the first time that current delegates could be re-elected. Re-elected were Meredith Clason; Tommy Griffin, current forum chair; Katherine Caudell Graves, current forum secretary; and Tom Arnel, current forum vice chair.
Purchasing ins and outs laid out at boot camp
It might be chemicals for a science lab or toner for a library printer.
It might be a trip to a conference in Chicago or a new overhead projector.
Everyone at the University needs equipment or travel arrangements at one time or another. The problem is, not everyone at the University knows how to get those goods and services paid for.
The solution? Boot camp.
This isn't your typical boot camp -- trainers from Material and Disbursement Services (M&DS) aren't about to demand push-ups and mile-long runs. It is, however, a thorough training session for those employees of the University whose job descriptions require them to requisition supplies or arrange for travel for their department.
"There was a need out there for people at the department level who deal with buying stuff, from toilet paper to computers," said Garry Jones, manager of financial and communication systems. "Our director, Martha Pendergrass, came up with the idea of having a `boot camp' where we could pack as much as training into two hours as we possibly could to help people do their jobs."
For many new employees, the process of ordering something as simple as printer toner can be confusing and intimidating. Despite the technological developments that have expedited the process, ensuring that each step is taken in the correct order can be difficult. If the materials are ordered, for example, but an employee does not enter the receipt of the item into the system, no check is cut to the vendor.
"People have their goods and services, but the vendor's not getting paid," Jones said. "Sometimes the employee doesn't realize someone has to go into the system, or by paper, and receive those goods or services before the check will be written."
A PowerPoint slide show complete with background music -- "We have to keep them alert," Jones said -- helps M&DS instructors walk through several important processes, step by step, for new employees as well as employees needing a refresher.
Among the topics covered are asset management, disbursement services, e-commerce, travel services and information technology purchasing.
An estimated 300 employees have already participated in the program - including approximately 80 participants at a session last month. Positions continue to turn over and technology continues to change, though, so Jones said M&DS plans to continue the sessions for the foreseeable future. The next sessions will be held March 4 and 5, 2004, with details to be released on the department's web site.
"We packed them in, and presented the information, and everybody was pretty pleased with what they came out of it with," he said.
M&DS also offers on-demand, on-site training. Jones said his department is willing to walk through the process on a one-on-one basis for employees who may need help, or host a training session for a small group.
Instructional videos are available on the M&DS web site to help those employees who are familiar with the process but need help getting started. Topics include an explanation of the PRAssist requisitioning system as well as instructions for creating check request reports and requesting stipend checks.
To learn more about Material and Disbursement Services, including information on the next boot camp, visit www.unc.edu/finance/mds.
Public service program gains momentum
The Public Service Scholars Program has been around since January, but its official kick off ceremony was not held until Sept. 26. But the elapsed time between the start of the program and its celebration allowed the program's students to show what they could do.
Indeed, evidence of how well the program is working was demonstrated by some of the students' absence from the ceremony, which was held in front of Wilson Library.
Many of those missing were somewhere down East helping victims of Hurricane Isabel.
Lynn Blanchard, the director of the Carolina Center for Public Service, had sent out a mass e-mail to students earlier that week to encourage them to help.
Her e-mail had asked: Can you speak Spanish, drive a truck or use a chainsaw?
Blanchard repeated the call for people with chainsaw skills at the ceremony.
Chancellor James Moeser, in his remarks at the event, also recognized the efforts of the University's electricians and grounds workers in Elizabeth City, as well as the School of Public Health that deployed its rapid assessment team to the eastern part of the state to evaluate health risks. (See related story on page 1).
"If there is one thing that distinguishes Carolina students, it's your passion for service," Moeser said.
And Moeser said that commitment to public service dates back at least as far as the founding of the Campus Y in the mid-19th century. But in those horse-and-buggy days, Moeser said, the reach of public service was limited to the immediate areas around Chapel Hill. Today, University students are engaged in public service all over the state, around the country and on a couple of other continents as well.
"We aim for the Carolina Public Service Scholars to graduate equipped with the skills and the knowledge to enhance their effectiveness and reinforce their idealism," Moeser said. "The Public Service Program can become a model in our state and nation. It's an example of public character education at its best, and I want to encourage students to get involved and thank those who already are."
Tommy Griffin, chair of the Employee Forum, was among the throng of people on hand to join in the celebration. Griffin cited the group of students who went to Nash County a few weekends before to complete some painting projects. He wanted to go, he said, but couldn't get off work.
"I learn a lot from these students," he said. "They've given me an education that money can't buy. Every one I meet just adds more value to my life, more love, more caring. And that's what public service is about. If you love people, you care about people, and that's why you do public service."
Blanchard said it was former Provost Dick Richardson who first charged the center with exploring the idea of establishing a formal recognition program for students interested in public service.
The program is open to all full-time students with at least four semesters remaining toward their degree. Program requirements are:
300 documented hours of service;
Two service learning classes with a grade of at least a B;
Approved training in four identified skill areas; and
Creation and presentation of a service portfolio.
Students who complete these requirements with a grade point average of at least 2.5 will achieve "special recognition in public service." Students with a 3.0 GPA or higher will achieve the official status of "Public Service Scholar."
In both cases, their public service achievement will be included as a notation on their official academic transcripts. Their achievements will be listed in the commencement programs as well. Each successful participant also will receive a certificate of achievement and a letter from the chancellor.
"The Public Service Scholars Program is structured to offer all interested Carolina students a way to build their capacity for service by providing a framework for action, training and critical reflection that will take their commitment to new levels of engagement," Blanchard said.
Bernard Holloway, a freshman political science major, knew the program was a natural for him as soon as he heard about it. One of the reasons he chose to come to Carolina, he said, is its commitment to public service. This new program, Holloway said, serves as further proof of that commitment.
Katie Hunt, a sophomore majoring in journalism and Spanish, worked last year with the Public Service Advocacy Committee in student government by tutoring Chapel Hill elementary students in math and reading and by doing an arts-and-crafts hour with elderly residents. In this way, she said, her group served to "bridge the age gap between Carolina's past and future."
One of the reasons she was drawn to the Public Service Scholar's Program is to meet students who are different from her but who share her passion for public service. "I really enjoy learning from them and coming together with them to celebrate our successes."
As of Sept. 23, there were 237 students enrolled in the program, almost 65 percent in their first or second years of college, and they represent 36 different majors, she said.
It fell upon Hunt to perform the ceremonial task of explaining what a jar was there for as she ceremoniously dumped pennies into a bucket. Each penny represented one hour of service performed by 42 students enrolled in the program last semester, she said. And, she said, the bucket contained 2,470 pennies.
"If all 237 of us currently enrolled in the program complete all of our service hours required by the time we graduate, we will have completed over 70,000 hours of community service," she said.
Chad Fogleman, who oversees the program, said planners knew they wanted to use some small object to represent hours of service, but it took a while to figure out exactly what. They thought of everything from Skittles to M&Ms before Blanchard came up with the idea of pennies, he said.
Those many hours, no matter the object, can add up to real change.
Class size bump a reflection of budget woes
By the numbers, the budget picture over the past three years looks bad enough. But the plot line behind the numbers -- as measured in people, positions and programs lost - may be more telling.
Between fall of 2001 and now, the cumulative loss of state appropriations for operating expenses amounts to $104.57 million.
The $104.57 million is made up of $34.1 million in permanent reductions and $70.47 million in one-time reductions. A one-time reduction represents money that the state has budgeted but takes back for that year only in order to balance its budget by the end of the fiscal year.
Unlike a permanent cut, the line item for one-time reductions is not permanently lost.
Executive Vice Chancellor and Provost Robert Shelton, during the Finance Committee of the University trustees on Sept. 24, presented a detailed report of how the University has coped with three straight years of budget reductions.
Shelton said the University has avoided across-the-board cuts in favor of "differential" cuts that adhere to recommendations made during annual budget planning and budget hearings with all deans and vice chancellors.
The lack of state money has led to an increasing reliance on alternative funding sources such as clinical income, research awards, facilities and administration funds and private money raised through the Carolina First Campaign. But in most cases, there is little or no flexibility in how money from these sources can be spent.
On the positive side of the ledger, the state has provided funding for student enrollment increases, which amounted to $26.53 million in Academic Affairs and $490,000 in Health Affairs.
programs and positions
The total savings throughout campus from slashing academic and support programs amounted to $2.05 million.
The elimination of faculty and staff positions represents 63 percent of the total permanent reduction of $34.1 million, Shelton said.
Among the permanent cuts are 157.63 full-time-equivalent faculty positions. Of these positions, two were filled. The cumulative loss of state money for these 157.63 positions has been $15.9 million.
Shelton said there is another important wrinkle to consider when looking at the loss of $15.9 million. For years, this money from lapsed faculty salaries has been used to pay the salaries of graduate students who work as teaching assistants.
In addition, a total of 218.78 full-time-equivalent positions for non-instructional staff were permanently cut. The cut of 218.78 positions led to layoffs for 154 SPA employees and two EPA employees. The other 62.78 staff positions were vacant. The total budget cut represented by these 218.78 lost positions is $5.5 million.
Shelton said concerted efforts were made to protect all employee positions when cuts were first called for three years ago, but efforts to do so became increasingly difficult as budgets continued to contract.
During 2001-02, for instance, there were only 60.89 staff positions cut and, in 2002-03, only 35.28 staff positions cut and 61.52 faculty positions. But this budget year, 122.72 staff positions were cut along with 96 faculty positions.
The loss of positions, coupled with the increase of students, leads inevitably to an increase in the average numbers of students per class, Shelton said.
For freshmen and sophomores, class size increased from 34.8 students per class in 2001 to 36.8 students per class this year.
For juniors and seniors, class size increased from 22.9 to 24.1.
The tightening of money has been felt in other various and sundry ways -- from delaying the renewal for SAS software licenses for institutional research to closing five residence hall computer labs to eliminating all pubic-access modem lines.
State allocation for building renovations and repairs the past three fiscal years has been zero, zero and $900,000. There have been 87 maintenance-related positions lost, a reduction of 15 percent in the maintenance workforce.
One area that the University has sought to protect from the outset has been libraries, largely through the use of year-end investments, Shelton said. Over the past three years, investment revenues of $1.85 million offset permanent state cuts of $955,000. At the same time, though, temporary cuts (budgeted money reverted back to the state) totaled $1.23 million.
The net result has been a growing inability to hold services and money for materials to the levels desired, Shelton said.
The Health Services Library, for instance, reduced monograph purchases by 60 percent and video purchases by 80 percent.
Over the past three years, the Law Library has cut $130,000 through serial cancellations.
In Davis Library, there are 125 computers that are seven years or more old that have not been replaced.
In Health Sciences and Academic Affairs libraries, student assistant hours have been reduced by 6,900 hours.
Work continues on a new undergraduate curriculum and new investments are being made in research computing.
A new biomedical engineering program has been created in partnership with N. C. State University.
Discussion continues on how to develop Carolina North even as construction continues to complete the campus development plan.
An academic plan has been completed that will be used to help guide budgetary decisions based on the University's overarching mission and values.
And as annual adjustments are made to deal with budget constraints, money continues to be raised as part of the Carolina First Campaign. Among the goals of the campaign, Shelton said, are to create 200 new professorships and 1,000 new scholarships.
Faculty retention issues outlined to Board of Trustees
On a football field, it's easy to run the statistics needed to figure out the score, and -- over the course of a season -- to explain the record of wins and losses compiled.
Every fall, department by department, there is a different score being kept -- the faculty members won and lost before the start of each academic year.
But here, the tallying of the score is trickier, as Executive Vice Chancellor and Provost Robert Shelton explained Sept. 25 before the Board of Trustees. In the game of faculty retention, not all turnovers -- or their effects -- are created equal.
Every year, faculty members leave the University for a host of reasons. Some retire. Some leave because their record of performance does not -- from the University's standpoint -- warrant their staying.
Shelton, however, focused on the turnover rate only for those highly regarded faculty members that the University has tried and failed to keep.
In his opening remarks, he emphasized that hard decisions have been taken during three years of severe budget reductions to make money available to keep the faculty who are integral to the University's continued excellence.
At the same time, when sufficient University resources are not available to counter offers made by competing universities, the decision a faculty member makes to stay or go already is made.
Three years of budget cuts inevitably take their toll, Shelton said.
This year, the faculty generated unprecedented levels of federal research grants, topping $500 million in awards received, he said. But it is the success of the faculty that has made so many of them inviting targets for other universities to try to attract.
During the 2002-03 academic year, a total of 76 University faculty members received offers from competing universities. All of them were faculty members the University wanted -- and tried -- to keep, Shelton said. Despite those efforts, 53 of those valuable colleagues left.
The College of Arts & Sciences lost 13 faculty to other institutions; the School of Medicine, 26; the School of Nursing, three; the School of Law, four; the Kenan-Flagler Business School, two; and the School of Dentistry, the School of Information and Library Science, the School of Education, the School of Government and the School of Public Health, one each.
Shelton reviewed with trustees a table of statistics showing that the number of valuable faculty members has increased over the past 10 years.
Shelton said salary and benefits are not the only considerations that faculty members weigh when they decide where they want to work. But they are considerations that few of them can ignore, either. After a decade of state budget crises, faculty salaries rank low compared to universities with which Carolina competes. And the benefits comparisons are even bleaker, with the outlook for improvement dismal.
Consider a few representative samplings from across disciplines.
Scot Martin, an assistant professor in environmental sciences and engineering within the School of Public Health, had won a National Science Foundation Career Award. He had a Ph.D. from Cal Tech and was a post doctorate fellow at MIT working with a Nobel Prize winner. In 1999, he left Carolina for Harvard University with a 25 percent pay raise and $750,000 in start-up funds. Resources were not available at the time to make a competitive offer to keep him.
Consider the case of Catherine Lutz, a nationally known member of the anthropology department who in 2001 published an important and widely reviewed book titled, "Homefront: A Military City and the American Twentieth Century." In 2002, Brown University offered Lutz an 88 percent increase in salary, from $80,188 a year to $150,000 a year, plus a $50,000 research allowance. Not surprisingly, she left.
In 2003, Carolyn Heinrich, a promising assistant professor in the Department of Public Policy, received an offer from the University of Wisconsin that proved too good to turn down. She was offered an annual salary of $90,000, which was more than twice her salary here, along with Wisconsin's superior benefits package.
Money is needed to create more endowed professorships, adequate research support, better physical facilities and improved benefits.
Progress is being made on some of those fronts but is lagging in others.
In August, for instance, the state allocated $1.8 million to the University to match six endowed professorships: three in arts and sciences, two in medicine and one pan-university chair.
The College of Arts & Sciences has 45 endowment funds that support 93 faculty members. The total endowment of $78.7 million provides an additional $42,000 for each of these 93 professors per year.
Across the schools, these endowed professorships are urgently needed, Shelton said. Even with the recent state allocation of matching funds, another 10 endowed chairs remain unfilled as the University waits for matching state funds to be allocated.
Given the state's continued budget problems, private support looms ever more critical to faculty retention, Shelton said.
Another key is the continued retention of overhead receipts, otherwise known as facilities and administration funds. These funds provide support for research programs, whether it involves buying major instrumentation, meeting federal grant matching requirements or augmenting other revenue sources to finance new research space, Shelton said. Those other revenue sources, of course, include the $500 million allocated to the University from the 2000 bond referendum along with money from the Carolina First Campaign.
Benefits, though, remain a serious and growing issue, and one that the University lacks the authority to control or change, Shelton said. New Faculty Chair Judith Wegner is now exploring ways in which to provide information on supplemental health insurance for employees, but a major overhaul of the University's benefits package can only be done by the state.
Trustees OK study of potential revenue from ads
The University Board of Trustees voted unanimously Sept. 25 to direct Athletic Director Dick Baddour to form a task force to study the possibility of using advertising signs to generate revenue to support sports programs.
The action came a day after Baddour appeared before the board's University Affairs Committee to outline the need for new revenues to sustain the University's 28 athletic programs.
The advertising signs under consideration would be installed at the Smith Center, Kenan Stadium and other athletic venues around campus.
Many other universities already use revenue generated from advertising to help subsidize their programs. This is the first time that the University has taken a formal step to consider the possibility of doing so.
Baddour, in his presentation on Sept. 24, made it clear that he was not advocating the use of advertising but suggested that it was time to find out what other universities were doing and the extent to which advertising dollars had helped to financially bolster their programs.
The task force's work will include evaluating formats and determining the possible uses of advertising revenue.
The fact that advertising signage is being considered reflects the growing financial challenges to the program, and Baddour reviewed those challenges in detail in his presentation.
More money will be needed in future years to fund athletic scholarships, which Baddour described as the heart and soul of the program. Projected scholarship expenses of $7.6 million now rank behind only the employees' salaries and benefits and direct sports expenses in a 2003-04 budget set at more than $40 million.
Money is also needed to raise the salaries and improve facilities for Olympic sports programs and to continue the progress in meeting Title IX requirements.
Currently, the athletic department has a contract with Learfield Communications, which under that contract holds multimedia rights to the University's sports programs.
Should corporate advertising be approved, Learfield would hold rights to the sales but would be required to share a portion of the revenues with the University. The University's contract with Learfield will be among the topics reviewed by the task force.
Baddour has asked that the composition of the task force be broad-based and include boosters, faculty and students along with staff from the athletics department.
When its work is completed, the task force will report its findings and recommendations to the University trustees.
Carolina attracts state's 'best and brightest'
Entering college is a rite of passage. In much the same way, reviewing the composite numbers of each new freshman class has become a subject that University trustees both study and applaud.
The numbers keep getting better and better, and this year was no exception, as trustees learned Sept. 25 during a presentation from Jerry Lucido, vice provost for enrollment management and director of undergraduate admissions.
Of the 3,515 students admitted, 2,563 had high school grade point averages of 4.0 or better. These high GPAs reflect, in part, the dramatic rise in the number of advanced placement (AP) courses that high school students now take, Lucido said.
In 1999, a total of 6,786 AP exams were submitted, with 5,025 of those exams receiving scores of 3 or better. In 2003, the number of AP exams submitted had increased to 12,095, with 9,624 of those exams marked with scores of 3 or better.
Of the 3,515 students admitted, 320 had either been valedictorians or salutatorians of their graduating classes, and 39 percent of them had ranked among the top 10 students in their class.
The average SAT score for the incoming class was 1,283 -- a 16-point increase from a year ago and a 63-point increase over six years.
But Lucido said it would be a mistake to measure the quality of the class by academic accomplishment and preparation alone.
Of the 3,515 students admitted, 94 percent had participated in community service; 76 percent had played a varsity sport; 63 percent had participated in music, drama or the arts; 60 percent had held a job during the school year; and 53 percent had traveled outside their home country.
The diversity of the incoming class has increased as well, with the number of white students falling from 80.4 percent of the 1999 incoming class to 73 percent of this year's freshman class. The biggest increase in minority students from a year ago was in Latino students, with 125 Latinos enrolled this year compared with 77 a year ago.
Lucido said that Carolina remains the one public university in the state that is able to attract the state's best and brightest. Evidence of this fact can be seen in the in-state students who were accepted at Carolina but chose to go elsewhere. Of these students, 46 percent chose to attend an out-of-state college. As a group, the 46 percent who went out of state had an average SAT score of 1,367; almost half of them ranked in the top 10 of their graduating classes.
The continuing challenges for the University remain unchanged, Lucido said.
The first challenge is to continue to attract and educate the best of North Carolina while infusing the campus with extraordinary out-of-state talent.
The second challenge, no less important, is to do what is required to educate students of all income levels. That is possible because of the need-based aid programs that the University has put in place over the past decade, even as tuition has spiraled upward.
Marine sciences' Schwartz knows sharks
When Frank Schwartz, a Carolina faculty member, discusses shortspine spurdogs, roughskin spurdogs, bigeye threshers, porbeagles and dusky smooth hounds, he's not talking about man's best friend.
Instead, those are all common names for sharks of the Carolinas -- denizens of the deep far more likely than dogs to scare the wits out of beachgoers and far less likely to bite the unwary.
A professor at the Institute of Marine Sciences in Morehead City, Schwartz has studied fish and other marine creatures for more than 45 years and is widely regarded as one of the leading experts on sharks in both the Carolinas and nationwide. Author of 400 scientific papers and four books, the New Castle, Pa., native is also the author of a new illustrated guide just published by UNC Press, "Sharks, Skates and Rays of the Carolinas," his third volume on the subject.
Mostly, Schwartz has worked and taught students at the institute, but twice a month for more than three decades he has boated into the Atlantic off Shackleford Banks for a full day to catch, tag and then release sharks. He still goes to his office at 4 a.m. each day, even when he plans to head out to sea for the day.
"We've done this year in and year out to monitor the state's shark populations -- to learn what's out there and how those populations might change over time," Schwartz said.
Some worry that the world's shark populations are disappearing, but based on his experience in the Carolinas, Schwartz cannot agree.
"Shark populations will continue to wax and wane," he said. "After 35 years of fishing the same areas off Morehead City, using the same gear, from April to November, I have observed that our shark populations, other than the dusky shark, are stable or increasing."
He and his students lay out two three-mile long buoyed lines running east to west in shallow water and north to south in deep water. The fishers use scores of baited hooks, catch the fabled predators and, after recording their size, sex and species, release them unharmed.
Sharks, he said, are known in scientific language as Squalomorphii, a form of elasmobranch. Skates, rays and sawfish are called Rajomorphii, or batoids, and are also elasmobranches. What they have in common, among other characteristics, are skeletons composed of cartilage rather than bone. They predate modern humans by some 400 million years.
Schwartz's new 184-page book will serve as an inexpensive, illustrated guide to the 91 species of sharks, skates and rays that inhabit the estuaries and ocean waters east of the Carolinas. The $15.95 paperback offers a glossary, references and dichotomous keys to enable almost anyone to identify unknown specimens.
Almost a full page, complete with line drawings, is devoted to each of the creatures, which range from the scary great white shark to the goofy-looking white-saddled cat shark to the bizarre and frightening great hammerhead. Included are 16 color photographs of sharks, some of which are hazardous to humans.
In the Carolinas, he and others have observed sharks ranging from a few centimeters in length to about 40 feet. That latter specimen, seen near the Cape Fear River mouth near Wilmington in 1934, was a whale shark -- not only the largest shark ever recorded, but also the biggest fish.
Especially dangerous -- potentially -- are the tiger, bull, mako, dusky, blue, blacktip, great white and hammerheads, Schwartz said. But attacks are more rare than bites from humans.
"North Carolina has had 23 authenticated shark attacks between 1870 and 2002," he said. "Most were caused by bull sharks, although three of the five attacks in 2000 were caused by blacktips."
What causes shark attacks?
Although not proven, suspected factors include warmer water, bright swim suits, cloudy water and burgeoning numbers of beachgoers in their territory.
"Analyzing the shark attacks that have occurred in Pamlico Sound or the ocean off North Carolina from 1870 through 2002 reveals a remarkable correlation of factors when each attack occurred," Schwartz said. "Twenty incidents occurred in the afternoon during ebbing tides during full or dark phases of the moon, regardless of whether the attack took place in the ocean or in Pamlico Sound."
Two others happened when coastal winds made the water behave as if the tide were ebbing.
The scientist urged caution when swimming in or scuba diving in water warmer than 81 degrees Fahrenheit during July and August and during full or new moons and during ebbing tides.
"Do not swim at night or in the early morning or evening, periods when most sharks are feeding," he said.
A faculty member in the College of Arts & Sciences, Schwartz is curator of the state's fish collection, now housed in Raleigh and totaling 500,000 specimens, most of which he gathered.
Neuroscience Center gets $3.35 million grant
The Neuroscience Center has received a $3.35 million federal grant to support molecular, genetic and high-resolution imaging approaches to neuroscience research.
The five-year institutional center grant was awarded by the National Institute of Neurological Disorders and Stroke, or NINDS, the nation's leading supporter of biomedical research on disorders of the brain and nervous system.
Last year, NINDS decided for the first time to fund a series of center grants to support state-of-the-art technology that otherwise would be difficult for individual grantees to access, said William D. Snider, Neuroscience Center director and professor of neurology and cell and molecular physiology at the School of Medicine.
"We received the award in the first cycle of stiff national competition for these grants," he said.
The new grant will support five research cores, which will be housed in the Neuroscience Research Building. Four cores will be related to genetic approaches: gene discovery, methods of creating new mouse strains, embryonic stem cells, and multiphoton and confocal microscopy. An administrative core also will be included. Snider is principal investigator.
"The core grant allows us to bring in funds to keep these facilities state of the art, to buy ancillary equipment, hire technical assistance to keep the equipment maximally operational, to pay the service contracts on the equipment and to fund other ongoing expenses that are associated with the core facility," Snider said.
"The cores will support 13 NINDS grantees, who span the gamut from the medical school to the undergraduate campus, including several departments," Snider said. "It is very helpful for us to integrate our mission, to have core resources around which people can congregate and form ongoing collaborations.
The Neuroscience Center is an inter-departmental research center of School of Medicine. Its mission is to promote neuroscience research with a specific emphasis on developmental, cellular and disease-related processes.
The center houses laboratories for its scientists on two floors of the Neuroscience Research Building dedicated October of 2001. The building also houses neuroscience research groups in both basic (cell and molecular physiology) and clinical (neurology) departments.
The neuroscience research effort is part of a campuswide genomics initiative announced in 2001 that represents a public-private investment of at least $245 million over the next 10 years.