III Periodic Review of Centers (Academic Policy 100.o)
    

Center for the Rocky Mountain West


 

A.      Written Report Summary:

(1)   Purpose
The O’Connor Center for the Rocky Mountain West is an applied, cross-disciplinary regional studies, public education, and community outreach program of The University of Montana.  The Center’s mission is to serve as a resource for people in the state and region to better understand the region’s past and present and to explore and share aspirations for its future. 

 

(2)   Objectives and Goals

 

·         To carry-on and participate in an array of programs and activities, such as conferences, forums, and speaker sponsorships, that provide public education value and, in some cases, leadership development and learning, on important issues and affairs in the region’s growth and development

·         To produce a variety of informational material such as books, articles, news pieces, web-based materials, and other publications that advance understanding of the region’s history and culture and challenges and opportunities for the region’s future.

·         To conduct unique forms of inquiry and study into the region’s rich history and current transformation and to convey insights and analyses gained from this study to others in the region, including key decision makers.

·         To produce and maintain innovative databases and information systems that can be used by Center personnel and others to better understand important changes occurring in the region’s society and economy.

·         To establish within The University of Montana unique and important educational and academic focuses on regional history, culture, and contemporary society to share with other UM departments and students to enhance understanding of the Rocky Mountain West and Montana’s place in this larger region, including an annual course offering on Regionalism in the Rocky Mountain West (currently cross-listed by UM’s History and Geography departments).

·         To provide an academic home for senior staff members who bring considerable experience and expertise to the Center’s mission and multiple areas of focus and who can take this work both into the classroom and into the community and larger region.

·         To serve as a readily-accessible, university-based resource for decision makers and communities throughout the region as they attempt to better understand and address community and regional needs and opportunities.

 

(3)               Activities

The Humanities and Culture program produces public programs on a regular basis as well as conferences.
 
The Regional Economy program is an applied research and education effort focused on building a better understanding of the large forces shaping economic change in the region and how this change is translating into the lives of people in communities.  With consolidation or decline in many of the region’s traditional industries, like mining, ranching, and logging, a new economy is emerging in the region and the Center has become a leading resource for community and regional leaders coming to terms with these changes. 

A major achievement of this program is the design and development of a comprehensive database system for the analysis of sub-regional and local area economic change. The Regional Economic Assessment Database (READ) is used by the community and regional planners throughout the region.  This program has completed a wide range of studies and reports for federal and state agencies, foundations, non-profit organizations, and local community development organizations.

In the coming year, the Center will be doing numerous studies of regional economic importance, including a study of the Montana-Canada business and trade relationship under contract with the Canadian Consulate General, a study of the changing economy of the greater Yellowstone region spanning three states under contract with the Yellowstone Business Partnership, and a study of economic development potentials for Jefferson County, Montana, under contract with the Jefferson Development Corporation.  Center personnel also are producing materials for an upcoming insert in the Billings Gazette and other Lee Enterprise newspapers telling the story of economic change in the area and region.

 

The Center also is participating in numerous meetings and conferences throughout the state and region examining aspects of larger economic growth and change.  Examples of this are the keynote address entitled ‘Shaping Economic Change in the West” at the recent annual meeting of the western Planners Association in Boise, Idaho; an upcoming presentation on North America’s cross-boarder regional economy in the Rockies at the meeting of the Can-Am Boarder Trade Alliance in Bellingham, WA in November; and an upcoming address at a meeting of the Celebrate Billings organization on Investing for a Better Billings.” 

The Regional Policy program helped organize a major conference on “Restoration Economies” in coordination with the Montana Governor’s Office.  The Center’s Tribal Leaders Institute, now in its third year, was held.  Center personnel participated in the 2006 State of the Rockies conference in Colorado Springs, where key leadership in the larger region met to explore “A New Vision for Governing the Rockies.”  Other conferences involving Center policy studies personnel included the Montana Governor’s Conference on Civic Engagement (“Creating Community in the Rockies”); a civic tourism conference in Prescott, Arizona; a conference on collaborative conservation in FT Collins, Colorado Entitled “Place-based Conservation in a Maturing West;” and a series of forums where significant achievements associated with the 1972 Montana Constitutional Convention were discussed and related to contemporary issues. 

Center policy studies personnel also are heavily involved in the daily production of Headwater News, a web-based service that assembles news daily from newspapers across the region.  Perspective pieces and other types of more in-dept articles are regularly added to these news items to provide interested people throughout the Rockies a daily picture of major news events.

For the current year, Center policy studies personnel are planning and organizing a major conference in November on federal forest land management, which is receiving foundation funding support.  Activities and events continue under the Tribal Leaders Institute.  A major conference also is being planned in cooperation with the Sopris Foundation of Aspen, Colorado, on the social and economic transformations occurring in the Rockies.

Center senior personnel are involved in many different types of activities.  Detailed activity reports were included in the original report and may be viewed at the Faculty Senate Office by appointment.  Below is a brief summary.

Dr. Larry Swanson‘s work at the O’Connor Center involves conducting funded research and writing research reports on the region’s economy and in doing community and regional economic assessments. He also frequently guest lectures at UM at the invitation of professors in several departments, including Geography, Education, Forestry, Sociology, and Environmental Studies.  He is widely recognized as one of the leading authorities on the changing economy of the Rocky Mountain West and is a frequent speaker at conferences and meetings throughout the state and region, making more that 50 speeches and major presentations last year alone.

Professor William Farr, Center Associate Director and head of Center programming in history and humanities has regular teaching responsibilities in the History department and devotes about 23 percent of his annual FTE to Center work and activities. He organizes and coordinates several forums and visiting speaker events each year on topics in the region’s history and culture.  Among these are the A.B. Hammond Lecture series and Native American lecture series.  He also frequently works with other departments and organization sin organizing and holding humanities-oriented events and conferences such as the Piegan Institute in Browning).  In addition to his other teaching, he is involved with the annual offering of the course Regionalism in the Rocky Mountain West. Professor Farr is considered a leading scholar on many tribes in the region and tribal history and affairs more generally and is currently writing a book titled Painting Piegans in Paradise on the work of Julius Seyler that will be published next year.

Daniel Kemmis, Center Senior Fellow in Public Policy writes numerous articles, book chapters, and newspaper commentaries, as well as speak and lecture throughout the region.


Pat Williams, Center Senior Fellow in Public Policy regularly teaches courses in wilderness and civilization, current affairs, and the U.S. Congress, in addition to frequent guest lecturing.  He writes regular commentaries that are published in area newspapers and works on a regular program aired by UM public radio called Speaking of That, which employs a “humanities magazine of the air’ format. He devised and found funding for a new Center program, The Tribal leaders Institute, now in its third year, holds conferences and forums for existing and emerging Indian leaders in Montana.  He also is a frequent speaker at conferences and events throughout Montana and the larger region.

 

Bob Brown, Center Senior Fellow in Public Policy teaches a course in education policy within the Education School aimed at educational administrators and will begin teaching a course in Montana politics and political affairs, past and present, in UM’s Political Science department.  He is also active in planning and organizing major conferences and forums on key issues in state and regional political affairs, such as the recent series of forums on the history of the Montana Constitutional Convention.  He also is a frequent speaker in the state and region.



(4) Other organizations involved
     
The Center is currently reconstituting an advisory board primarily to assist iit in areas of fund-raising.  This board is currently chaired by James Scott from Billings, who is a chief executive with First Interstate Band and who oversees the First Interstate Bank System Foundation.  Mr. Scott is both a major contributor to the Center and has considerable personal experience working on past statewide initiatives in community development, Indian affairs, and non-profit sector growth and development.  The Center’s advisory board also includes UM research Vice President Daniel Dwyer and President Dennison and in the past, has included other UM administrators, including the Deans of Arts and Sciences and Forestry.

(5) Reporting Line
 
     The O’Conner Center is administratively headed by a director, who reports directly to the University’s Vice President for Research and Development Daniel Dwyer.  Center senior staff submits annual activity reports to the Center Director and these are then submitted to the VP for Research and Development along with an overall activities report.


(6) Relationship to the institutional mission
      The O’Conner Center contributes in a variety of ways to each of the University’s core purposes.  Its personnel regularly teach and instruct at the University in many different departments, adding regional content to undergraduate and graduate course offerings of the University.  The Center engages in a wide range of research and study projects and takes information and analysis gained from these projects into the state and region through a variety of venues.  And Center personnel both provide and participate in new and unique public outreach and community service programming on subject matter of importance to the state and region’s development and change

(7) Similar programs
     
Many other universities in the region and nation have similar programs to that of the O’Connor Center.  Within the state, Montana State University recently established a new Humanities Institute with program objectives similar to some of those of the O’Connor Center.  MSU also has the Wheeler Center that sponsors several conferences in public policy each year.  Within UM, the Bolle Center for People and Forests, the Public Policy Research Institute, and the Native American Studies Department have programming that sometimes overlaps with that of the O’Conner Center and Center personnel often collaborate with these other centers in their various initiatives.
      Within the larger Rocky Mountain West region, The University of Colorado has a Center of the American West with programming and personnel in history, geography, economics, and public policy, focused on the larger Interior West region of the U.S.  The O’Conner Center frequently collaborates with CU’s center on regional conferences and other projects.  The O’Connor Center also has collaborated with the University of Utah’s Stegner Center for Land, Resources, and Environment, also regional in its orientation, as well as Boise State’s Andrus Center for Public Policy.  There are several other western study centers including UCLA’s Institute for the Study of the American West, Stanford University’s Bill Lane Center for the Study of the North American West, and the University of Washington’s Northwest Policy Center.

(8) Budget: Faculty and staff: see budget form

The offices of the O’Connor Center for the Rocky Mountain West are housed in the second floor of the old Milwaukee Railroad Depot across from downtown Missoula and next to the Higgins St. Bridge.  This space is fully equipped with computers and other office equipment, managed and maintained by the Center’s computing coordinator.  Equipment is regularly up-graded as funding, largely generated from Center grant and contract activity and other external sources are available.  There are no changes expected in the Center’s office and equipment needs in the immediate future.


Looking toward the future, as several of the Center’s more senior personnel retire, some of their positions will simply discontinue and not be filled (such as the case of Pat Williams).  The single biggest area of emphasis by the Center in meeting future funding needs will be through expanding external sources, including both endowment funds and grant and contract funds.  The Center is currently attempting to raise $1 million in the UM capital campaign to partially endow one of its senior positions.  And if this proves successful, will seek endowment support for other positions.  The primary expense of the Center is the cost of key personnel.  To continue to retain and attract high quality individuals, including in some cases those with full academic credentials, the Center will need to make its endowment funding both large and more stable.


 

B. Review and Approval Process
 
2.  The Faculty Senate through its Chair, ECOS, and Committees as appropriate shall recommend continuance or discontinuance by vote.


Review in terms of Scope as stated in academic policy 100.0
To provide instruction, scholarship, or service to the University, state or world by:  (1) focusing attention on an area of strength and/or addressing a critical issue, or (2) facilitating collaborative, multi-disciplinary endeavors to combine resources from several programs or institutions to address issues of common interest.

                       

Review in terms of the University’s mission.

§          Comments: This Center was reviewed in 2005, and it was recommended that it be reviewed again in two years in order for Faculty Senate to monitor the Center’s efforts to remedy problems. In light of this, we would like to compare this year’s Center report with that of 2005. Comments at that time were: 1) “By what criteria are the members of the Center appointed…?” This question was addressed in the current report as “opportunity hires” which are made by the Center, i.e. UM, in order to take advantage of political (mainly) expertise. There have been no new hires since the last report and, presumably, as senior fellows retire, they will not be replaced. ECOS still holds the opinion (as in 2005) that while these well-known political hires bring experience and knowledge to the Center, it is unclear as to what extent such “opportunity hires” are consistent with the goals and objectives of the Center.  2) “[The Center talks] about [its] coordination with other programs, but more concrete evidence of this would be helpful.” This year, the Center provided extensive documentation about its activities, personnel, and funding. The Center is active in many regional and state-wide conferences, meetings, studies, outreach, and informational programs.

 

§          Does ECOS/Faculty Senate consider this center controversial? ECOS still views this Center as more, rather than less controversial, particularly in light of the fact that for fiscal year 2006, the total expenditure of the Center was $863,000, and circa 60% of this came from State and UM funding. Also, ECOS would like the Center to exercise more care in disassociating the university from partisan activities. Members of the Center should be held to the same standards as university personnel.

 

§          Is the relationship with academic units beneficial? To a certain extent. Some of the Center’s staff is either affiliated with UM departments or actively involved in making presentations and pursuing the goals and objectives set out by the Center. However, there is a problem when a Center Fellow charges a department for teaching a course when, as understood by ECOS, teaching and being a part of a department is part of the expectation of Fellows as well as being included in their salary.

 

§          Is the program revenue neutral or does it consume more resources than it generates? If so, is the use of University resources justified? The program revenue is not neutral. As stated in the 2005 report: “The initial understanding that most faculty have, is that this Center would be self-sufficient and depend on few state (university) funds. This is not the case. They are working on expanding their endowment base by expanding grant and contract support for the operating budget – which is a necessity for continuing operation as a center.”  Now, two years later, the situation has worsened. Although some support by UM might be justified because of the projects, presentations, and courses pursued and offered by the Center’s Fellows, ECOS questions whether the large amount of UM funding that supports the Center is justifiable. The Center also realizes this, as is evident in its report: “The single biggest area of emphasis by the Center in meeting future funding needs will be through expanding external sources, including both endowment funds and grant and contract funds” (12).

 

§          Is the entity making progress toward objectives? Some, however, ECOS would like to see quicker progression towards self-sufficiency.

 

§          Recommendation: Two-year review of the Center with approval of the Center contingent on significant movement towards self-sufficiency. (The expectation is that 75% of the budget should be from outside funding).

 

§          Justification: The Center took the Faculty Senate’s recommendations from two years ago into consideration. It has provided thorough documentation of its activities and broad-based program/s –all compelling and valuable. The Center provides important services to the region, as well as participating in educational programs at UM. Part of the reason this Center is controversial, however, and as pointed out in the 2005 report, “is because its budget is heavily weighted towards personnel.” This continues to be the case – this past year, $800,000 of the $863,000 budget went to personnel. We reiterate: the Center must become more self-sufficient. ECOS and the Senate are disappointed with the Center’s progress toward this goal.