Diapositiva 1

1
Financial Evolution Notes 1

• Up to Dec 2001, OABo was a self-governing body
  (with a Director Board) under the Supervision
  of the Ministry of Education, with a fixed total
  budget (actually known at the end of the
  financial year!! But any surplus could be
  saved for the following years).

• This could allow a) a reasonable long-term
  planning for positions, grants, big purchase
  orders, new building, etc. b) a wide flexibility
  in administration. On the other hand, a
  too-weak national coordination was very
  dangerous for the global italian astronomical
  community ? need for INAF.

• Thanks to this freedom, OABo (actually the
  Director, Bruno Marano) was able to save a
  surplus of about 1.2 Meuros for the basic
  running research 4.2 Meuros for the new
  building. Note that there was a fixed number of
  staff members which could not be exceeded. This
  is (partially) why OABo could/had to save money.

2
Financial Evolution Notes 2

• INAF 1 starts Jan 1, 2002 OABo becomes part of
  the National Institute and, as a consequence,
  loses its autonomy, but can still keep the
  saved surplus, though it cannot be used without
  central permission. The annual budget is still
  an operating budget and not just a cash
  budget.

• The distribution of the new permanent positions
  is progressively centralized, but the salaries
  are still paid locally and the Director can (at
  least in principle) still operate on the whole
  budget.

• At the end of 2003, the whole financial
  administration becomes centralized and this
  implies that a) the salaries are locked in the
  INAF bank (though the proce-dures are still
  executed locally), b) the surplus is
  incorporated by INAF, a fraction only is
  reassigned to OABo -see table 1, c) OABo can
  still use almost freely the money for
  fellowship, contracts, etc.

• At the end of 2004, as a matter of fact (due to
  various reasons), the OABo saved surplus has
  been cut down and incorporated by INAF (partially
  to pay the increased costs of salaries) by about
  750 Keuros.

3
Financial Evolution Notes 3

• INAF 2 starts Jan 1, 2005 The annual budget
  becomes a cash budget, and no freedom is left
  for the local administration to operate among the
  various expense items, unless authorized by
  central administration.

• The annual budget is fixed by the central
  administration for each individual Institute
  belonging to INAF (see table 2), and divided into
  two parts a) basic running, b) INAF-funded
  Research.

• In the case of OABo, since we live together
  with the Department of Astronomy (DA) and do not
  pay any rent for the building, a fraction of the
  basic running (i.e. 150 Keuros) can actually be
  used as Research money to be spent with the DA
  for joint services and/or projects.

• At the end of 2005, any surplus must be
  incorporated by the central admini-stration. A
  further part (300 Keuros) of the saved surplus
  is retrieved. OABo is however authorized to spend
  the residual money (570 Keuros) by Dec. 31,
  2005. Most of this sum (see the peak in the
  financial plots) was used for fellowship,
  computers, technical instrumentation, laboratory,
  safety rules and standards, maintenance, etc.

4
Financial Evolution Notes 4

• 2005-2007 The budget is fixed and decreasing
  (see table 2), mainly because the INAF adopted
  rule to allocate the money is in practice Total
  fixed individual amount x number of permanent
  staff. Since there is no turn-over allowed, and
  OABo staff decreases (for various reasons) the
  budget also decreases.

• To the INAF-funded budget, each year one has to
  add the money secured via other funding sources.
  As can be seen from table 1, the total amount of
  this annual contribution is comparable in size to
  the INAF-funded sum.

• At the end of 2006, the first installment of
  the cost of the new building was paid. This
  explains why, in the enclosed table, the saved
  money for the new building decreases by 1.7
  Meuros. The additional (other) money frozen for
  the buildings has been progressively spent for
  the extraordinary maintenance of the Loiano
  buildings.

• As noted, since the end of 2005, no annual saving
  to build any saved surplus is allowed anymore.
  This is very unfortunate (and will hopefully be
  amended by the new INAF4) as it does not allow
  for any long-term planning.

5
(No Transcript)
6
INAF - 1
INAF - 2
7
INAF - 1
INAF - 2
8
(No Transcript)
9
(No Transcript)
10
(No Transcript)
11
(No Transcript)
12
INAF Budget per permanent researcher (2007)
13
Budget extra INAF
Year Source PI
Title Amount
14
Year Source PI
Title Amount
15
Average salaries
Researcher Associate
Full
16
Total Salaries
17
Research Staff
Evolution of individual career
Class
18
Technical-Administrative Staff
Evolution of individual career