Re Fi ecom iscal mme l Yea ende ar 20 ed Bu 011– udge –12 et

ReFi Jun

ecomiscal

ne 10,

mmel Yea

, 2011

endear 20

1

ed Bu011–

udge–12

et

I.

II.

III.

IV.

Appe

ExecutiveRevenue ..Student HeCompensaSustainabl Fiscal YeOperating Grants andCapital Bu Cost of AFinancial A Other FinAggregate

endices Appendix Appendix Appendix Appendix

T

e Summary.....................eadcount ......

ation ..............e Cost Saving

ear 2011-12 Budget ........

d Contracts Budget .............

Attendance ..Aid and Disco

nancial Info Debt Service

A: OperatingB: Rate ScheC: EnrollmenD: Sustainab

Table o

y ..................................................................................gs ..................

Budget............................udget .................................

....................ounting .........

ormation ....e Schedule ....

g Budget Detaedule Detail ...nt Detail ........le Cost Savin

of Con

............................................................................................................

......................................................................................

..........................................

..........................................

ail ..............................................................ngs Detail ......

ntents

....................

.....................

.....................

.....................

.....................

....................

.....................

.....................

.....................

....................

.....................

....................

.....................

.....................

.....................

.....................

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...................................................................................

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.....................

.....................

.....................

.....................

..........1

........... 2

........... 4

........... 5

........... 7

..........9

........... 9

........... 11

........... 12

..........13

........... 13

..........17

........... 17

........... A-1

........... B-1

........... C-1

........... D-1

The Univchanges iinstitutioTrustees

Our fiscasustainab

Highligh

versity of Noin Colorado n. The propat its Augus

Conne Consi

financ Make

timely

al year 2011-bility:

Under Gradu Comp Comm

includ

hts of the pro

Loss oand 20

Sustai No sa Increa

Understuden

Increareside

Addit Room Gradu Off-ca

study Increa

I.

orthern Colohigher educ

posed budgetst 2010 retrea

ect resource ider long-tercial planninge decisions ey manner

-12 budget d

rgraduate enuate enrollmepensation, inmitment to idding at least

oposed fiscal

of $7.8 milli011-12) inable cost slary increase

ased cost of b Health ins

60/40 ratiorgraduate tuints (before dased on-cament credit houional investm

m and board ruate on-campampus and o

ased off-cam

Execu

orado develocation fundint builds on that, which inc

allocation wrm strategicg earlier so tha

discussions i

nrollment, prent, pricing,cluding saladentify $5 m$1.5 million

l year 2011-1

ion in state fu

savings of $1es for emplobenefits of $urance cost o ition rate inc

differential tumpus undergr

urs and flat nment of $2.4rate increasepus tuition raonline tuition

mpus and onl

Page 1

utive S

ped its fiscang while conhe multi-yeacluded the fo

with universc financial is

at changes c

ncluded maj

ricing, and diand discoun

aries and benmillion in susn to be imple

12 budget ar

funding ($11

1.9 million tooyees, except$3.4 millionincreases sh

crease of 13.uition, whichaduate credinon-resident4 million in ue averaging 5ate increase n rate increas

ine credit ho

Summ

al year 2011-ntinuing to fuar financial pollowing obj

ity plans anssues by mo

can be comm

jor topics tha

iscounting nting nefits tainable cos

emented in fi

re:

.3 million co

oward our $t faculty pro

hared by the

.2% or $620h is based onit hour produt credit hoursundergradua5% of 10% to 2se of 6.1% to

our productio

mary

-12 budget toulfill UNC’splan discussejectives:

nd prioritiesoving to the m

municated an

at are key to

t savings byfiscal year 20

ombined los

5 million coomotions ($1

University a

for the yearn program ofuction of 1%s)

ate financial

20%, dependo 15.5%, dep

on of 12%

o address sigs mission as ed by the Bo

s multi-year ap

nd implemen

o our fiscal

y fiscal year 2011-12

ss in fiscal ye

ommitment 100 thousand

and employe

r for full-timf study)

% (1.11% inc

aid

ding on progrpending on p

gnificant a public

oard of

pproach to

nted in a

2013-14,

ears 2010-11

d)

ees in a

me in-state

crease in

ram of studyprogram of

1

y

Revenue Total estiThis inclThe fundbalances The assuthe June decreasedin fiscal yUNC’s oand gradu

(1)Do

e

imated fiscaudes operati

ds for $6.1 mof earlier sta

mptions and2011-12 budd from $44.1year 2011-12

operating revuate tuition i

es not include

al year 2011-ing revenue

million capitaate capital ap

d major chandget book. O1 million to 2. Tuition, f

venue. Undeis $13.8 mill

the pending ac

-12 revenue of $190.6 m

al expenditurppropriation

nges in UNCOver the pas$32.8 milliofees, and rooergraduate tulion.

cquisition of A

Page 2

for the Univmillion and $8

res in fiscal yns, bond fund

’s $190.6 mst two fiscal on. State supom and boaruition is the s

rlington Park.

versity of No8.6 million iyear 2011-1ds, and trans

million operatyears UNC’

pport will berd charges tosingle larges

orthern Colorin restricted 2 will come

sfers from th

ting budget is state and f

e 17.2% of Uo students wist source of r

rado is $199grants and cfrom remain

he operating

is the primarfederal suppoUNC’s operaill account forevenue at $

9.2 million.(1

contracts. ning budget.

ry focus of ort has

ating revenueor 72.5% of 63.9 million

)

e

n,

The fiscal year 2011-12 budget uses the undergraduate tuition rates, discussed at the March Board meeting. Enrollment has been budgeted to increase 1.0% and the resulting new revenue is $7.3 million.

The fiscal year 2011-12 budget uses the graduate tuition rates, discussed at the May Board meeting. Enrollment has been budgeted to increase 0.1% and the resulting new revenue is $1.7 million.

Graduate On-Campus Tuition Revenue

FY11 Budget

FY12 Budget

Credit Hours Revenue Credit Hours Revenue Resident

Master’s 15,628 $5,479,101 15,421 $6,159,429Doctoral 5,966 2,236,538 6,044 2,813,775

Non-Resident Master’s 2,631 2,602,061 2,597 2,414,365Doctoral 2,040 1,718,448 2,224 2,383,227

Total 26,265 $12,036,148 26,286 $13,770,796

The fiscal year 2011-12 budget uses the Extended Studies tuition rates, discussed at the May Board meeting. Enrollment has been budgeted to increase 12% and the resulting new revenue is $3.8 million.

Extended Studies Enrollment FY11

Budget FY12

Budget Change Amount

Change Percent

Enrollment (Credit Hours) Undergraduate 10,149 11,679 1,530 15.1%Graduate 21,768 24,363 2,595 11.9%Other 268 0 (268) -100.0%

Total Enrollment 32,185 36,042 3,857 12.0%

Extended Studies Revenue FY 11

Budget FY12

Budget Change Amount

Change Percent

Revenue Undergraduate $3,575,362 $3,471,768 ($103,594) (2.9%)Graduate 6,569,077 10,490,314 3,921,237 59.7%Other 24,578 30,878 6,300 25.6%

Total Revenue $10,169,017 $13,992,960 $3,823,943 37.6%

Undergraduate On-Campus Tuition Revenue

FY11

Budget FY12

Budget Credit Hours Revenue Credit Hours Revenue Resident 246,589 $43,011,569 249,326 $48,662,922Non Resident 26,893 13,669,213 26,893 15,290,078

Total 273,482 $56,680,782 276,219 $63,953,000

FU

G

E

F

Student The folloheadcoun

FY11 BudgeteUndergradua

Due toDue toSubto

Graduate IncDue toDue toSubto

Extended StuDue toDue toSubto

FY12 Budgete

Headcount

owing tables nt growth fro

ed Tuition ate Increase (o rate increaso enrollment iotal Undergrarease o rate increaso enrollment iotal Graduateudies Increaso rate increaso enrollment iotal Extended

ed Tuition

t

demonstrateom fall 2010

New FreshNew TransContinuing

New Continuing

Tuition Re

(student shase increase aduate Incre

se increase e Increase se se increase and d Studies Inc

e the total un0 to fall 2011

Undergr

Bhman sfers g

Total

Gradu

B

g Total

Page 4

evenue Chan

are)

ease (student

shifts to highcrease

niversity (bo1:

raduate Head

FY11 Budget

2,290813

7,36110,464

uate Headco

FY11 Budget

3782,1882,566

nge Summar

t share)

her priced pro

oth on-campu

dcount - Fall

FY12 Budget

2,2490

7,4110,56

ount - Fall

FY12 Budget

432,262,69

ry

grams

us and off-ca

% Change

47 -1.9%00 10.7%

4 0.7%61 0.9%

% Change

38 15.9%61 3.3%99 5.2%

$78,885

6,802470

7,272

1,734

1,734

6713,1523,823

$91,716

ampus) budg

e % % % %

e % % %

5,947

2,2180,0002,218

4,6480

4,648

1,8002,1433,943

6,756

geted

Compen One of thhave worportion athan passfiscal yeaincreases The risinemployeein PERAemployeecontributreducing savings fmake the UNC eminceptionemployee While thiincreasedthis timefaculty p35% of U

nsation

he largest arerked over theand 40% empsing part of tar 2011-12, ts.

ng cost of supe benefits co

A. Since 200e. Legislatiotion for fiscatake-home p

for UNC, oure plan solven

mployees whon of the ORPe has contrib

is will be thed tuition that. In keepingromotions.

UNC employ

eas of finance past three yployee portiothe increase to maintain t

pporting the osts in the pr3 PERA hason passed inal year 2010-pay 2.5% for total requir

nt.

o are not in PP, the Univerbuted 8%. T

e third conset students wig with the prThe Legisla

yees) and the

cial impact fyears to estaon. The Union to emplothe 60/40 rat

state retiremroposed budgs had a contrn 2010, as a c-11 to 7.65%r employeesred contribut

PERA are enrsity has con

The proposed

ecutive year ill pay next yactice of the

ature sets basere will be n

Page 5

for compensaablish a healtiversity has ayees in ordetio, employe

ment plan (PEget. Approxribution rate cost-saving m

% for the emps in PERA. Wtion to PERA

nrolled in anntributed 11.5d budget con

without payyear, UNC de past two yese pay increao increase in

ation is the rth benefits cabsorbed the

er to achieveees will pay

ERA) is alsoximately halfof 10.15% f

measure for ployer and 1While this PA continues

n optional ret5% of the em

ntinues this a

y raises, givedoes not feel ears, the propases for classn fiscal year

rising cost ofcontribution re increases in

e this 60/40 r40% of the c

o a significanf of UNC’s efor the emplothe state, ch

10.5% for thePERA “flip”

to increase

tirement planmployee’s saapproach.

en the economit is prudent

posed budgesified emplo2011-12.

f health insuratio of 60%n benefits coratio. Beginncost of healt

nt factor in temployees aoyer and 8%

hanged the Pe employee,actually creas the state w

n (ORP). Sialary to the O

mic climate t to increase

et includes $oyees (appro

urance. We % employer osts rather ning in th insurance

the are enrolled

% for the ERA effectively

eates some works to

ince the ORP and the

and the e salaries at 100,000 for ximately

e

Personnel expenses in the proposed budget total $116.4 million, including $23.4 million in fringe benefits detailed in the table below:

The proposed budget reflects an increase of $3.7 million from budgeted personnel expenses in fiscal year 2010-11. Changes include:

$3.4 million increase in fringe benefit rate increases (primarily due to cost increases in health insurance and PERA, as discussed above)

$1.1 million increase in teaching and graduate assistant tuition waivers (tuition discounting) $400 thousand increase in teaching and graduate assistant stipends (wages) $100 thousand increase in faculty promotions $200 thousand increase in faculty for growth in off-campus programs ($1.5 million) reduction in positions identified as sustainable cost savings

Note: In the operating budget on page 9, the $4.2 million increase in fringe benefits reflects a budgetary reclassification of fringe benefits that were previously included in summer faculty salaries.

Fringe Benefit Change (in millions)

Increase in benefit cost / rate $3.4 Sustainable cost savings (0.3) Reclassification from faculty salaries 1.1

Total $4.2

Faculty Salary Change

(in millions) Promotions $0.1 Sustainable cost savings (0.7) Growth in off campus programs 0.2 Reclassification of benefit portion of summer salaries

(1.1)

Total ($1.5)

Estimated FY12 Fringe Benefit Budget (in millions) Retirement $11.5Health, Life, Dental & Disability Insurance 8.9Workers Compensation 0.6Leave 0.5Tuition Waivers, Counseling & Other 1.2Estimated FY12 Fringe Benefit Expenses 22.7Fund FY11 Fringe Benefit Reserve Deficit 1.3Total Fringe Benefit Budget 24.0Less Portion Funded by Restricted Grants (0.6)FY12 Operating Budget Fringe Benefits $23.4

Sustaina UNC hasincluding$1.9 millcost savin

Implementi

Maximizing

University-w

Re-evaluati

Reconfigur

Reconfigur

Assessment

Realignme

Total Susta

Revisions in

able Cost S

s committed g at least $1.lion. The fongs:

ing change in d

Refresh lab desk

Convert scanning

Reconfiguration o

Change in techni

Re-evaluation of

g technology uti

Savings from acc

Savings from inte

Shifting of respon

Operating efficien

Efficiencies from

Transition from p

Eliminating print

wide budget red

Personnel lines

Non-Personnel li

ion of Big Sky C

ation of marketi

ation of Athletic

t of effectivenes

nt of instruction

Monfort College o

Humanities and S

Natural and Healand Tourism net

Performing and V

Education and B

ainable Cost Sav

n faculty summe

Savings

to identifyin5 million to llowing tabl

elivery of teleco

ktops every five ye

g of exams and co

of labor, technolog

ical support staffin

quality control sta

lization campus

countant restructu

egration of the pay

nsibilities and elim

ncies identified du

implementation o

print to electronic

version of Informa

ductions to align

nes

Conference trave

ing outreach an

cs coaching prog

ss of extended re

al budget by ac

of Business

Social Sciences

th Sciences - cosof savings from o

Visual Arts

ehavioral Science

vings

er salary proced

ng $5 millionbe implemee is a summ

ommunications a

ears instead of the

ourse evaluations

gies, and software

ng at the Center f

affing for web and

s-wide

ured duties due to

yroll processing a

mination of admin

ue to collaboration

of parking manage

format for library j

ation Managemen

n with historical

el

d community ou

gram for head c

etail and dining

ademic program

st of faculty positiother programs

es

Sust

F

dures and efficie

Page 7

n in sustainaented in fiscaary of the un

and technical su

e original four whi

s to a self service

e savings in the d

for the Enhancem

database manag

o system efficienc

and finance syste

istrative taks no l

n between purcha

ement software

journals

nt and Technology

expenditures

utreach activitie

coaches

g hours resulting

m

ions for two new p

tainable Cost

iscal Year 201

encies of class si

able cost saval year 2011niversity-wid

upport across ca

le developing plan

model

delivery of basic te

ment of Teaching a

gement

cies

ems due to use of

onger needed in p

asing and facilities

y newsletter

s

g in scaling back

programs in Biom

Savings

11-12

izes in program

vings by fisc-12. So far, de initiative

ampus

n for virtual labs

elephone services

and Learning (CET

f the Banner ERP

purchasing/accou

s management

k

medical Sciences

offerings

al year 2013UNC has idto identify s

s

TL)

system

unts payable

and Recreation

3-14, dentified sustainable

402,113

160,000

65,883

100,000

62,230

14,000

177,967

10,000

76,200

14,645

13,129

25,000

10,000

28,993

400,000

360,897

234,502

126,395

20,492

17,000

10,350

39,620

489,760

140,998

194,400

(26,933

40,258

141,037

1,918,199$

)

The following table breaks out sustainable cost savings by personnel and non-personnel expenses:

A detailed schedule of sustainable cost savings by area of the University can be found in Appendix D.

Faculty Salaries 678,040$

Exempt Salaries 192,185

Classified Salaries 227,892

Student Wages 48,163

Other Wages/Compensation 24,000

Fringe Benefits 280,900

Total Personnel Expenses 1,451,180

Cost of Sales 18,274

Other Current Expenses 25,128

Purchased Services 170,300

Supplies 205,975

Travel 36,342

Capital 11,000

Total Non-Personnel Expenses 467,019

Total Sustainable Cost Savings 1,918,199$

Sustainable Cost Savings

Recap by Operating Budget Classification

Fiscal Year 2011-12

Operatin

ng Budget

REVENUResidenNon-ResCOF StFee ForFederal Long BiSubtota

ExtendeStudentOther FeRestrictRoom aOther AGrants aRestrictOther RNon-OpeSubtota

TOTAL

EXPENSFaculty ExemptGA / TAClassifieStudentOther WFringe BTOTAL

Cost of Other CPurchasSuppliesScholarsUtilitiesTravelCapitalTOTAL

MandatoMandatoMandatoNon-MaNon-MaNon-MaTOTAL

TOTAL

CONTR

II. Fis

UEnt Tuitionsident Tuitionipendr ServiceStimulus Revenull Appropriated Feal Appropriated

ed Studies Tuition Fees - Non-Apprees - Non-Approped Gifts for Operand Boarduxiliary Services and Contractsed Grant F & A R

Revenueerating Investmenal Non-Appropria

REVENUE

SES AND TRANSSalaries Salaries

A / RA Stipends aed Salaries Wages

Wages/CompensatBenefitsPERSONNEL EX

SalesCurrent Expensessed Servicessships

NONPERSONNE

ory Transfer Out -ory Transfer Out -ory Transfer Out -n Transfer Out-Prn Transfer In-Resen Transfer Out-CaTRANSFERS

EXPENSES/TRA

RIBUTION / (USE)

scal Ye

eeesRevenue

nropriatedpriatedations

Revenue

Recovery

nt and Other Revenated Revenue

SFERS

nd Waivers

tions

XPENSES

EL EXPENSES

- Debt- Cap Lease Pmt- Loan Matchrojectservesapital Reserves

ANSFERS

OF RESERVES

Page 9

ear 20

FY1Bud

50,7$ 17,915,619,55,44,9

114,2

10,110,0

2,529,56,2

88,8

nue 869,2

183,5

38,122,56,8

20,44,61,0

19,1112,7

4,85,6

11,110,113,06,13,42,7

57,2

9,28

3,113,4

183,3

1$

11-12

1 FYget Bu

727,208 57$ 989,722 20646,320 14530,558 17447,212930,544 5271,564 115

169,017 13014,742 985,471

583,732 2507,424 31269,996 610,000

881,000830,665 8892,266244,313 74

515,877 190

119,323 36528,510 22861,587 8430,801 20642,925 4018,501171,674 23773,321 116

858,617 5677,737 7197,684 11199,211 9006,587 15127,435 6405,795 3731,333 2204,399 62

296,441 9861,112

3,12059,160

0193,314 3413,147 13

390,867 192

125,010 (1$

Budge

Y12udget

,636,126 $ ,087,670,935,800,870,806

0,213,909,744,311

,992,960,977,514

89,770,600,000,163,552,483,870

10,000881,000

,764,532856,766

,819,964

,564,275

,592,816,486,376,554,340,168,040,471,884815,845

,360,312,449,613

,007,943,950,279,526,268,678,724,480,587,626,081,186,507,818,564,274,953

,293,355861,112

3,12059,200

0,465,662,682,449

,407,015

,842,740) $

et

Change

6,908,918 2,097,948(710,520)

(1,659,752)(5,447,212)

283,3651,472,747

3,823,943(37,228)

4,29916,268

1,656,128213,874

00

(66,133)(35,500)

5,575,651

7,048,398

(1,526,507)(42,134)

1,692,753(262,761)(171,041)(202,656)

4,188,6383,676,292

149,3262,272,542

328,584(520,487)

2,474,000498,646

(219,288)87,231

5,070,554

(3,086)00

400

272,348269,302

9,016,148

(1,967,750)

Summar

The 2011bonds anFinance a

FY11 Ad

FY12 C

State/F

On-Ca

On-Ca

Room

Extend

Acade

Develo

Other

Estima

FY11 Ad

FY12 C

Fringe

Underg

Gradu

Room

Sustai

Acade

Extend

Utilities

Instruc

Develo

Acade

Capita

Faculty

Debt S

Budge

Estima

FY12 E

(2) Growth p

Operating

Notes:

(1) Totals ex

ry of Chang

1-12 budget nd the acquisand Audit C

djusted Reve

Changes in Re

Federal Stimul

ampus Underg

ampus Gradua

and Board

ded Studies Tu

emic Fees

opment and Alu

Revenue

ated FY12 Re

djusted Expen

Changes in E

e Benefits due t

graduate Disco

ate Waivers, S

and Board Wa

nable Cost Sa

emic Innovation

ded Studies Pr

s

ctional Expens

opment and Alu

emic Fee Alloca

al Reserves an

y Promotions

Service

et Realignment

ated FY12 Ex

Estimated Us

percentages are g

g and Innovat

xclude $5 million

ges Fiscal Y

will be adjusition of Arliommittee m

nue Budget

evenue

us Funding

raduate Tuition

ate Tuition

uition

umni Relations

evenue Budge

nditure Budg

Expenditure

to Rate Increas

ounting

Scholarships &

aivers

avings

n and Enhance

rogram Growth

e from Differen

umni Relations

ations

d Projects

ts and Reducti

penditure Bu

se of Reserve

growth in credit h

tion Budget

in internal sales

Year 2011-12

usted in the fiington Park.

meeting.

n

s

et (1)

et

se

& Stipends

ements

h

ntial Tuition

s

ons

udget (1)

es

ours.

and include $2.6

Page 10

2

first quarter o The revised

13.2% Rate In

10-20% Rate I

5% Rate Incre

6-15% Rate In

2010 CPI Incre

See pages 5 a

See page 14

$70,375 is in aSchool (Stude

See page 7 an

Specific comm

Tech, Library,

Does not refle

6 million in restric

of the fiscal d budget wil

Comments

crease/1% Gr

Increases/0.1%

ease (average)

ncrease/12% G

ease 1.9%

and 6

areas other thaent Fee, Couns

nd 8

mitment to be d

Classroom

ect 2011A and 2

cted gifts for opera

year to inclull be presente

s

owth (2)

% Growth (2)

)

Growth (2)

an the Graduatseling Center)

determined

2011B Bonds

ations.

ude the refined at the firs

F

Propose

e

nancing of st quarter

FY12

ed Budget (1)

$183,515,877

(7,817,484)

7,272,218

1,734,648

1,656,128

3,823,943

283,365

329,128

(233,548)

$190,564,275

$183,390,867

3,391,770

2,374,000

1,696,375

69,120

(1,918,199)

1,331,839

825,104

498,646

362,135

256,680

283,365

216,445

130,300

(3,086)

(498,346)

$192,407,015

($1,842,740)

7

)

8

8

8

3

5

8

)

5

7

0

0

5

0

)

9

4

6

5

0

5

5

0

)

)

5

)

Grants a

and Contrac

A

cts Budget

REVENUEFederal GrantState & LocaUNC FoundatOther Private Investment In Subtotal

EXPENSES/TPersonnel ExFaculty SalarAdministrativeGraduate TeaGA/TA GRA TClassified SaStudent WageOther WagesFringe Benefit Subtotal

Non-PersonnCost of SalesOther CurrentScholarshipsTravelCapital Subtotal

TransfersNon-MandatoNon-Mandato Subtotal

Investment ITOTAL EXPEREVENUE LE

GranReve

tsl Grantstion - GrantsGrantscome-Net, NoRevenue

TRANSFERSxpensesriese Exempt Salaching AssistaTuition Scholalarieses/CompensatiotsPersonnel E

nel Expensesst Expenses

Non-Personn

ory Transfer Inory Transfer OTransfers

ncome-Net, ENSES/TRANESS EXPENS

Page 11

nts and Conue and E

on-Operating

ariesantsarships

ons

Expenses

s

nel Expenses

ut

NonOperatinNSFERSSES/TRANSFE

ontractsxpenses

$

s

ng

ERS $

FY12Budget

6,730,510 77,

1,656, 145,

8,609,

1,024, 1,482,

266, 88, 60,

125, 150, 650,

3,845,

3,186, 1,320,

234, 23,

4,763,

8,609,

0.01746115509

- 880

000000600300000000000000900

- 480000000500980

-

880-

Capital B

Budget

UNIVERSIT

Genera

FY

Pro

Mc

But

Gra

Mic

But

Ca

Subtota

Housing

FY

Pro

Ha

Ha

Ce

UC

Mic

Subtota

Restrict

Pro

Total R

Total U

NON-UNIVE

State C

Re

Total S

Bond/C

Ha

We

But

Total B

Total S

Total C

TY FUNDED PR

al Fund

12 projects not

ojects with budg

cKee Hall North

tler-Hancock Ex

ay Hall Window

chener Fire Ala

tler-Hancock In

rd Access Syst

al General Fun

g, Dining, Exte

12 projects not

ojects with budg

rrison Hall Stud

rrison Hall Bath

ntral Campus F

C Convenience S

chener Repairs

al Auxiliary an

ted Capital Gr

ojects with budg

Restricted Gran

niversity Fund

ERSITY FUNDE

Capital Approp

roof Candelaria

tate Capital A

COP Debt Fund

rrison Renovatio

est Campus/Tur

tler-Hancock In

Bond/COP Fund

tate Capital A

Capital Projects

ROJECTS

t yet assigned

gets less than $

Roof Replacem

xterior Gym Wa

w Replacement

rm System

terior Renovatio

tem Upgrade

nded Projects

ended Studies

t yet assigned

gets less than $

dent Rm Remod

hroom Remodel

FFE Replaceme

Store

nd Other Fund

rants/Gifts

gets less than $

nt/Gift Funded

ded Projects

ED PROJECTS

priations

, Butler-Hancoc

Appropriated P

ded

on

rner Housing Pr

terior Renovatio

ded Projects

Appropriated &

s

Capital

Page 12

$200,000

ment

all Replacemen

Phase I

on

s, Student Fee

$200,000

del

ent

ed Projects

$200,000

Projects

ck, McKee

Projects

roject - Final

on

& Debt Projects

l Project Exp

FY1

$

nt

es

s

$

penditures11 Budget FY

- $

1,164,447

-

-

309,139

100,000

160,294

215,000

1,948,879

-

1,118,238

756,904

-

-

373,812

-

2,248,953

54,705

54,705

4,252,537

179,801

179,801

119,297

992,326

1,473,274

2,584,897

2,764,698

7,017,235 $

Y12 Budget

21,000

853,500

350,000

300,000

59,000

200,000

120,000

35,000

1,938,500

524,560

1,653,500

700,000

500,000

250,000

400,000

134,784

4,162,844

11,000

11,000

6,112,344

-

-

-

-

-

-

-

6,112,344

TuitioStudeTechnLibrarStudeSubto Room Total

Financia Discussiothat contemind. Foaverage fto the ave

The purpUniversitperspectiThe metrinstitutio

UNC conand gradu The focuincludes financial

n (Student Shent Activity Fenology Fee – ry Fee – averent Success Fotal Tuition a

m and Board

Cost of Atte

al Aid and D

on of financiext, the focuor example, financial aiderage bill for

pose of underty of offerinive of net priric reflected nal scholars

ntinues to invuate assistan

us on financiathe institutioaid, private

hare) ees average age

Fee and Fees

(Low Tier)

endance

Discounting

ial aid and dus of the discone common

d package forr a freshman

rgraduate ang institutionice paid, the here (discouhips and wa

vest in institntship stipen

al aid is to shonal scholarsgifts, and lo

III. Co

Annual UnFreshma

F

g

discounting icussion is onn discountinr a freshmann (including

nd graduate dnal scholarsh

following taunt percentagaivers.

tutionally funds as part of

how all sourships and waoans.

Page 13

ost of A

ndergraduan Cost of Fiscal Year 2

Actual

$

s most oftenn the student ng metric forn (including ituition, fees

discounting iips and waivables use an ge) is the per

nded scholarf our overall

rces of finanaivers. Tota

Attend

uate ResideAttendanc

2010-11l

F

$4,680972280

65225

6,222

9,344

$15,566

n in the contet perspectiver enrollment institutional, and room a

is to focus overs. Therefinstitutional

rcent of gros

rships, tuitiopricing strat

ncial aid avaial financial a

dance

ent ce Fiscal Year 20

Budget

$

ext of enrollme, and data is

managemen, state, and fand board).

on the financfore, rather tl perspectivess tuition rev

on waivers, rategy.

ilable to UNaid also inclu

011-12 t

%

$5,300972285

66225

6,848

9,750

$16,598

ment manags presented wnt purposes mfederal aid) a

cial impact tothan using a e of discountvenue that is

room and bo

NC students, wudes state an

Increase

13.2%0%

1.9%2.0%

0%10.1%

4.3%

6.6%

gement. In with that in measures theas compared

o the student ted revenue.

s paid out in

oard waivers

which nd federal

e d

,

Undergraduate Discounting

The fiscal year 2011-12 proposed budget includes $4.4 million in resident need-based financial aid, which exceeds the $4.1 million required by UNC’s Financial Accountability Plan approved by the CCHE. The additional $300 thousand UNC is investing will support low-income students who will be impacted by the $300 thousand reduction in state financial aid anticipated for fiscal year 2011-12. The total reduction in state aid for fiscal years 2010-11 and 2011-12 will be $833 thousand. The revenue impact of the undergraduate pricing and discounting for the fiscal year 2011-12 budget is shown in the table below:

Undergraduate Institutional Tuition Discounting FY09 – FY12

FY09

Actual FY10

Actual FY11

Forecast FY12

Budget Undergraduate Tuition $ 46,500,947 $ 51,958,675 $ 57,045,140 $ 63,953,000Institutional Scholarships (8,042,831) (12,550,855) (12,765,032) (14,770,697)

Discounted Revenue $ 38,458,116 $ 39,407,820 $ 44,280,108 $ 49,182,303 Discount Percent 17.3% 24.2% 22.4% 23.1%

Undergraduate Institutional Aid AllocationAid Type Total for FY12

Resident Need-Based $4,381,046 Non-Resident Need-Based 538,702 Athletics 2,017,236 Resident Merit 2,320,761 Non-Resident Merit 3,596,897

Membership-Based and Other 1,916,055 Total $14,770,697

Undergraduate Pricing & Discounting Net New Revenue (in millions)

FY12 Rate Increase $4.3 Enrollment Increase (1%) .5 Window Closure 1.3 Differential 1.2 Total Gross Tuition New Revenue 7.3 Less: New Institutional Aid (2.4) 1/3 Differential to Programs (0.4) Net New Revenue Available $4.5

Graduate Discounting Graduate assistantships including tuition waivers, scholarships, and stipends are a key component of graduate pricing and discounting. The students who receive them also fulfill instructional and administrative responsibilities that help the University. Because stipends represent pay for teaching or conducting research, they are not included in discounting calculations. Graduate discounting varies by program of study. For example, relatively few students in Tier 1 Master’s programs, which enroll primarily K-12 teachers, expect to receive waivers or scholarships; however, significant discounting is necessary to compete for students in Tier 3 Doctoral programs. The on-campus tuition proposal will generate $1.7 million in new tuition revenue, primarily due to rate increases, since credit hours are budgeted to be flat. About 68% of this new revenue is to be used for scholarship and waiver discounting.

Graduate Institutional Tuition Discounting FY09 – FY12

FY09

Actual FY10

Actual FY11

Forecast FY12

Budget Graduate Tuition $ 7,931,216 $ 10,162,790 $ 11,707,381 $ 13,770,796Institutional Scholarships and Waivers (1,591,222) (2,347,145) (2,900,565) (4,139,579)

Discounted Revenue $ 6,339,994 $ 7,815,645 $ 8,806,816 $ 9,631,217 Discount Percent 20.1% 23.1% 24.8% 30.1%

Financial Aid The following tables show the total financial aid available to students from all funding sources including state, federal, institutional, private funds, and loans. The total financial aid available to UNC students in fiscal year 2011-12 will be $112.5 million.

G

SLT

1)

Sou

Grants & Scho

State Federal InstitutionaPrivate

Subtotal oans – All Sootal Financia

ScholarshWaivers1)

Total

) Waivers are

urce and Typ

olarships

al Scholarships

ources al Assistance

hips )

e embedded in

Total FinancUnderg

pe

s & Waivers

e

Institutiona

the Personnel

Page 16

cial Aid by Sgraduate and

FY11Forecas

$3,72912,68115,837

6,49338,74065,000

$103,740

l ScholarshiFY11

Forecas$13,473

2,363$15,837

section of the

ource and Td Graduate

st B

9,073,435

7,1663,0090,6830,0000,683 $1

ps and Waiv

st B3,847 $3,3197,166 $

operating budg

Type

FY12 Budget

$3,504,254 13,549,270 18,967,587

6,550,000 42,571,111 70,000,000

112,571,111

vers FY12

Budget $15,480,587

3,487,000 $18,967,587

get

Chang

$(224

863,13

53,835,00

$8,83

Chang

$2,001,12

$3,13

e

4,819)7,8350,4216,9910,4280,0000,428

e

6,7403,6810,421

Aggrega UNC will bacquisitionFinance an

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

6

ate Debt Ser

be refinancing n of Arlington Pnd Audit Comm

6/1/2011

6/1/2012

6/1/2013

6/1/2014

6/1/2015

6/1/2016

6/1/2017

6/1/2018

6/1/2019

6/1/2020

6/1/2021

6/1/2022

6/1/2023

6/1/2024

6/1/2025

6/1/2026

6/1/2027

6/1/2028

6/1/2029

6/1/2030

6/1/2031

6/1/2032

6/1/2033

6/1/2034

6/1/2035

6/1/2036

6/1/2037

6/1/2038

6/1/2039

6/1/2040

IV.

rvice Sched

2001 bonds inPark. A revise

mittee meeting.

Aggregat

Debt Servi

9,296,

9,293,

9,300,

9,292,

9,378,

9,383,

9,380,

9,383,

9,386,

9,383,

9,381,

9,381,

9,376,

9,384,

9,380,

9,380,

9,383,

9,381,

9,379,

9,387,

9,383,

5,188,

6,160,

6,160,

6,159,

4,926,

4,928,

4,926,

4,928,

4,929,

Other F

dule (2001,

n late June or eed debt service .

te

ice

Ho

Din

440

356

731

831

781

094

819

106

506

856

006

906

600

775

850

100

250

000

250

250

750

500

250

250

250

750

750

000

250

750

Page 17

Financia

2005, 2008

arly July, 2011schedule refle

ousing,

ning, UC

6,737,351

6,973,329

6,971,979

6,982,079

6,983,429

6,979,754

6,981,854

6,981,279

6,980,660

6,977,125

6,976,470

6,976,600

6,974,510

6,979,950

7,742,170

7,747,170

7,748,000

7,746,250

7,742,750

7,752,000

7,747,750

3,960,000

4,927,250

4,925,500

4,925,500

4,926,750

4,928,750

4,926,000

4,928,250

4,929,750

al Inform

Bonds)

1. In addition, ecting these cha

Parking

Services

654,

650,

654,

648,

651,

649,

651,

650,

655,

653,

650,

652,

648,

654,

653,

646,

650,

651,

651,

650,

652,

243,

248,

248,

246,

mation

UNC will be ianges will be p

g

s

St

,060

,225

,925

,950

,450

,100

,300

,850

,650

,325

,200

,450

,700

,200

,450

,700

,250

,500

,500

,250

,750

,750

,750

,000

,750

‐

‐

‐

‐

‐

issuing bonds apresented at the

tudent

Fees

1,905,030

1,669,803

1,673,828

1,661,803

1,743,903

1,754,240

1,747,665

1,750,978

1,750,196

1,753,406

1,754,336

1,752,856

1,753,390

1,750,625

985,230

986,230

985,000

983,250

985,000

985,000

983,250

984,750

984,250

986,750

987,000

‐

‐

‐

‐

‐

as part of the e first quarter

Appendices

Budgetb

REVENUES

Appropriated

Resident Tuiti

Non-Resident

COF Stipend

Fee-for-Servic

Federal Stimu

Long Bill App

Subtotal A

Non-Appropr

Extended Stu

Student Fees

Other Fees -

Restricted Gif

Restricted Gra

Grants and Co

Room and Bo

Other Auxiliar

Other Internal

Other Revenu

Net Investmen

Non Operating

Subtotal

TOTAL REVE

EXPENSES/T

Personnel Ex

Faculty Salar

Exempt Salar

Graduate Stip

Classified Sal

Student Wage

Other Wages/

Fringe Benefit

Subtotal

Non-Personn

Cost of Sales

Other Current

Purchased Se

Supplies

Scholarships

Utilities

Travel

Capital

Subtotal

Transfers

Mandatory Tra

Mandatory Tra

Mandatory Tra

Non-Mandato

Non-MandatoNon-Man TranNon-Man TranNon-Man TranNon-Man Tran Subtotal TTOTAL EXPE

REVENUES L

byActivityFi

d Revenues

ion

t Tuition

ce

ulus Revenue

ropriated Fees

Appropriated Reve

riated Revenues

udies Tuition

- Non-Appropriated

Non Appropriated

fts for Operations

rant F&A Recovery

ontracts

oard

ry Services Revenue

Income

e

nts

g Other Revenue

Non-Appropriated R

ENUES

TRANSFERS

xpenses

ries

ries

pends/Tuition and R&

laries

es

/Compensations

ts

Personnel Expense

nel Expenses

t Expenses

ervices

Non-Personnel Exp

ansfer Out-Debt

ansfer Out-Cap Lease

ansfer Out-Loan Matc

ry Transfer-In

ry Transfer-Outnsfer Out-Projectsnsfer In-Innovationnsfer Out-Innovationnsfer Out-ReservesTransfers

ENSES/TRANSFERS

LESS EXPENSES/TR

Append

iscalYear20

On-Educ

Ge

57$

20

14

17

5

nues 115

3

Revenues 4

120

3

15

&B Waivers 7

15

19

es 92

(4

5

7

15

3

2

penses 3

e Pmt

ch

(3

( S 122

RANSFERS ($

dixA:Ope

011‐12

-Campus ation and eneral

HousiDininand U

7,636,126 $

0,087,670

4,935,800

7,870,806

-

5,130,860

5,661,262

-

-

82,420

-

881,000

-

- 31,16

- 3,30

10,950 1,21

3,234,188 7

540,671 24

-

4,749,229 36,00

0,410,491 36,00

1,587,551

5,908,512 1,31

7,054,472 1,06

5,588,216 2,88

1,654,224 1,94

1,857,140 6

9,156,005 1,35

2,806,120 8,63

237,582 4,36

4,996,883) 7,82

5,812,859 73

7,228,682 63

5,423,276

3,951,878 2,90

1,067,478 5

2,538,426 7

1,263,298 16,60

- 6,97

359,385

3,120

3,994,451)

891,231 1,89 - -

104,000 886,500 1,80

1,750,215) 10,66 2,319,203 35,90

1,908,712) 10$

Page A‐1

eratingBu

ng, ng UC

Parking

- -$

-

-

-

-

-

-

-

-

-

-

-

-

63,552

01,125 2,041,99

5,359 40,00

76,000

47,500 12,00

-

03,536 2,093,99

03,536 2,093,99

-

6,399 58,00

67,598

85,733 196,36

41,690 39,40

67,225 6,00

56,549 84,64

35,194 384,42

69,714

23,341 656,83

38,874 40,75

37,892 18,20

-

07,728 70,00

55,371 20

70,000 82,00

02,920 867,98

73,329 650,22

-

-

-

91,514 - - -

00,000 166,36 64,843 816,59 02,957 2,068,99

00,579 25,00$

udgetDet

Extended Studies

-$

- -

- -

- -

- -

- 41,100

- 41,100

- 13,992,960

- -

- 9,400

- -

- -

- -

- -

94 -

00 -

- 181,612

00 -

- -

94 14,183,972

94 14,225,072

- 4,272,811

00 1,198,097

- 14,000

64 318,242

00 42,400

09 177,348

47 1,567,028

20 7,589,926

- -

33 4,414,700

50 626,382

00 85,664

- 18,000

00 -

00 279,576

00 14,775

83 5,439,097

25 -

- 3,725

- -

- (3,447,210)

- 4,743,534 - - - (2,284,144) - 2,180,144

66 - 91 1,196,049 94 14,225,072

00 -$

tails

All Other Re

GOp

-$ $

-

-

-

-

41,949

41,949

-

9,977,514

(2,050)

-

-

10,000

-

1,140,751

(1,266,309)

5,272,732

716

55,879

15,189,233

15,231,182

261,454

3,798,868

346,870

1,100,885

777,770

(1,342,277)

967,083

5,910,653

398,647

(347,295)

3,907,403

1,358,286

39,311

(303,845)

1,583,882

47,015

6,683,404

1,669,801

498,002

-

(151,500)

66,882 - - -

612,796 2,695,981

15,290,038

(58,856)$ $

estricted Gifts for perating

Tot

- 57,63$

- 20,08

- 14,93

- 17,87

-

- 5,2

- 115,74

- 13,99

- 9,97

- 8

2,600,000 2,60

- 88

-

- 31,16

- 6,48

-

- 8,76

- 80

- 5

2,600,000 74,8

2,600,000 190,56

471,000 36,59

206,500 22,48

71,400 8,55

78,600 20,16

16,400 4,47

50,400 8

229,000 23,36

1,123,300 116,44

2,000 5,00

399,583 7,95

400,000 11,52

350,000 9,67

- 15,48

320 6,62

200,000 3,18

66,348 2,8

1,418,251 62,27

- 9,29

- 86

-

- (7,59

- 7,59 59,200 5

- (2,28 - 2,28 - 3,46

59,200 13,68 2,600,751 192,40

(751) (1,84$

tal

36,126

87,670

35,800

70,806

-

13,909

44,311

92,960

77,514

89,770

00,000

81,000

10,000

63,552

83,870

-

64,532

00,887

55,879

19,964

64,275

92,816

86,376

54,340

68,040

71,884

15,845

60,312

49,613

07,943

50,279

26,268

78,724

80,587

26,081

86,507

18,564

74,953

93,355

61,112

3,120

93,161)

93,16159,20084,144)84,14465,66282,44907,015

42,740)

Universit

R

T

Restricte

tyFoundatio

Restricted GifAthletics Library EBS HSS MCB NHS PVA Stryker InTointon InOther

Total Restrict

edGrantsan

Federal Gr

MARIETacariTargetMcNaiSEED Prep oMath TUpwarTeachStudenCCAS TVI/O&MiddleTACE Math TUnder

SubState Gran

Under Sub

Non-GoverCenterFrontieDanielUNC FCO HeUnder Under

SubTotal Restr

onGiftstoU

fts

nstitute nstitute

ted Gifts

ndContracts

rants E RSA DOEDbe Virus Fruitted Partnershr GU

of Prof Ed InteTeacher Leadrd Bound Maiing w/Primarynt Support SeAdvance Ma

&M Mentoringe Ground ProjDOED

Teacher Lead$100,000

btotal Federants

$100,000 btotal State Grnmental Grar for Urban Eders of Science’s Fund Ethic

Foundation Atealth Fnd Nur$100,000 UN$100,000 Ot

btotal Non-Gricted Grants

UniversityOp

F

sDetailbyAw

D t Bats NIH

hip CSU

erpreters dership Centen DOED y Sources erv DOED ain NSF g DOED ect DOED

dership Cente

al Grants

Grants ants ducation e 625 cs Initiative MCthletic Scholarsing Grant 20NC Foundatioher Non-Gov

Governmentas and Contra

Page A‐2

perations

FY11 Forecast

$380,000295,385135,610141,526954,058101,598109,116194,988186,84784,604

$2,583,732

ward

er Part NSF

er Main NSF

CB arship 025 on ernmental

al Grants acts

FY12Budg

$421191111

$2,6

2 et C

415,890 271,674

33,564 41,371

953,014 01,486 09,198 95,154 86,643 92,006

600,000

FY12 Bu

$11111122222336

1,02,26,7

1126231

1,8 $8,6

FY12 Changes

$35,890(23,711)

(2,046)(155)

(1,044)(112)

82166

(204)7,402

$16,268

dget

100,970 134,263 160,713 161,305 177,599 185,443 202,222 210,543 241,477 284,065 296,021 302,232 362,438 625,461 030,878 254,880 730,510

77,746 77,746

101,338 117,500 250,000 650,000 209,044 328,233 145,509 801,624 609,880

LongBill

lReconciliat

Student Sha

Senate Bill FY12 Tuitio

UndergrGraduatTotal FY

Tuition Grea

Fees Senate Bill FY12 Budg

Fees Greate

State and FeFY11 ApproFY12 Appro

COF StiFFS ARRA Total FY

Change in A

tion

are of Tuition11-209

on raduate te Y12 Tuition ater Than Lon

11-209 eted Fees r Than Long

ederal Fundsopriation opriation pends

Y12 AppropriaAppropriation

n

ng Bill

g Bill

s

ation n

Page A‐3

FY12

$73

631377

4

55

40

1417

32($7,

2 Budget

3,534,005

3,953,0003,770,7967,723,7964,191,791

5,117,1405,213,909

96,769

0,624,090

4,935,8007,870,806

02,806,606,817,484)

On

ReUn

No

Pr

Di

Dif

On‐Camp

n-Campus Tu

esident Tuitiondergraduate

Tuition College OpStudent Sh

on-Resident Undergrad

rogram Fees Natural anPerforming

fferential TuSciences/SBusiness Music/DanNursing

fferential Tuition (1)Tuition is c(2)COF is ap

pusUndergr

uition (full-tim

on (13-16 credit ho

pportunity Fuhare of TuitionTuition

duate (13-16 cre

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Page B‐1

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Page B‐2

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Page B‐3

FB

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Page B‐5

A

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eplacement

1$

FY11Allocation All

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Page B‐7

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EnrollmeFY12 E At the Febcontext foalong withenrollmen

Table 1

Dates May 13, 2011

June 10, 2011August 22, 20September 2, 2

October 6, 20

January 25, 2February 201

August 2012

(1)Fall Censpoint-in-tim– the IntegraFall Census

(2)Fall FinalCensus and Our Fall FinFinal totals would be co

(3)Spring Cefrom this poEducation a

entDetail

Enrollmen

bruary and Mor our FY12 rh informationnt and revenue

Early(camregul

1 011 Open2011 Fall C

mostdatab(e.g.

011 Repo

2012 Sprin2 Repo

Repo

sus Date – Apprme are used for a

ated Postsecond. Annual revenu

l – After Fall CeFinal is increase

nal enrollment stare the benchma

ompared to our c

ensus Date – Apoint are much lesand used internal

Appen

t and Rev

May Board merevenue budgen about our pre reporting cy

Key

y indicators of Fmpus visits, hou

larly updated a

ning Day enrollCensus Date(1

t external enrolbases and con, IPEDS, Peterort to the Board

ng Census Daort to the Boardort to the Board

oximately two wwide variety of ary Education D

ue forecasts are u

ensus there are soed enrollment frotatistics are highark for the size ocurrent Fall Fina

pproximately twss widely used thlly for enrollmen

P

ndixC:Enr

venue Cycl

etings we diset, we are prorogress towarycle.

y 2011-12 EnroEnrollment

Fall 2011 (FY1using contractsand shared at e

lment statistics1) – Official mealment reportingsumer publicat

rson’s, US Newd on Fall Cens

ate(3) d on Fall Final(

d on Spring Ce

weeks into the Famandated and v

Data System) andupdated based on

ome student withom classes that s

her than Fall Cenof our universityl enrollment of 1

wo weeks into thehan those from Fnt management a

Page C‐1

rollment

le

cussed the anoviding you wd those target

ollment And R

2) enrollment , applications,

each Board me

s reported publiasurement dayg, including nattions

ws) us(1) enrollmen

(2) enrollment ensus(3) enrollm

all semester is ouvoluntary externad consumer surven Fall Census en

hdrawals that destart throughout

nsus and best cap. If, for example13,000 students.

e Spring semesteFall Census, but and updated reve

Informat

nnual enrollmwith our Fall 2ts. Table 1 sh

Revenue Dates

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FYthestufinto

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nt FYonBo

ment FY

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nrollment.

ecrease revenue. the semester, pr

pture the concurre, we set a goal o

er is our official are still reported

enue forecasts.

tion

ment and reven2011 (FY12) hows where w

sRe

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nancial aid inforfinalize rates s

Y12 budget app

Y12 revenue fon Fall Census aoard

Y12 revenue fon Fall Census aoard

nal revenue repuarterly Financeeting)

us date. Enrollmetional database con’s and US New

However, the brimarily our Off-rent enrollment sof growing to 15

census date. End to the Departm

nue cycle. As enrollment ta

we are in our

evenue fee rates appreffort to provid

ore timely pricermation, we wosooner in the yeproved by the B

orecast updatedand reported to

orecast updatedand reported to

port to the Boace & Audit Com

ent statistics fromcollection (e.g., Iws) require data

biggest change be-Campus/Cash csize of UNC. Fa,000 students, th

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arget

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Page C‐2

FY12 Budgeted Enrollment While we typically think of enrollment in terms of number of students, we translate headcount into credit hours to develop our revenue budget. For FY12 our budget is based upon 1.5% university-wide growth in student credit hour enrollment. We deliver most of our credit hours to on-campus undergraduate students and expect 1% growth to 276,219 credit hours. Our fastest growing enrollment is in off-campus graduate students, where we expect 11.4% growth to 24,363 credit hours. Table 2 shows the undergraduate, graduate, on-campus, and off-campus details of our expected 1.6% growth. Table 2

Note: SCH excludes Non-Credit Extended Studies; includes Colorado School of Public Health Fall 2011 (FY12) Enrollment Targets We expect to deliver about 47% of the total FY12 budgeted credit hours (338,214) in the Fall semester. Our enrollment target for Fall 2011 is 13,260 students (10,561 undergraduates and 2,699 graduates), which is a 1.8% increase in headcount. Table 3 shows our fall enrollment targets, including new freshmen (2,247), new undergraduate transfers (900), and new graduate students (438). Table 3

In the following sections on undergraduate and graduate enrollment, we discuss registration and admissions data as of May 23 as an indication of our progress toward Fall 2011 enrollment targets. Comparable point-in-time data is included for Fall 2010 and Fall 2009, but because enrollment cycles can vary from year-to-year, prior year comparisons are only a rough indication of our progress, especially since May 23 is still 13 weeks before the start of Fall 2011. This is updated from the April 25 data shown in the May budget proposal; the projections remain consistent.

Undergrad Grad Total Undergrad Grad Total Undergrad Grad Total

On-campus SCH 273,488 26,265 299,753 276,219 26,285 302,504 1.0% 0.1% 0.9%Off-campus SCH 11,437 21,879 33,316 11,679 24,363 36,042 2.1% 11.4% 8.2% Total SCH 284,925 48,144 333,069 287,898 50,648 338,546 1.0% 5.2% 1.6%

Fiscal Year 2011-12 Budgeted Enrollment by Student Credit Hours (SCH)FY11 Forecast

(Fall 10, Spring 11, Summer 11)

FY12 Budget(Fall 11, Spring 12, Summer 12)

FY12 Budget Changefrom FY11 Forecast

Undergrad Grad Total Undergrad Grad Total Undergrad Grad Total

Headcount 10,464 2,566 13,030 10,561 2,699 13,260 0.9% 5.2% 1.8%

Continuing Students 7,361 2,188 7,414 2,261 New Freshmen 2,290 2,247 New UG Transfers 813 900 New Grad Students 378 438

Fall 2011 (FY12) Enrollment TargetsFall Final 2010 Fall 2011 Targets Fall 2011 Budget Change

from Fall 2010 Actual

Undergr Table 4 sh(May 23).time in 20the way torange. Ne Table 4

Our Fall 2students. Tcurrent stusophomor Fresh. to S

13 W

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Sop

Jun

Sen

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13 W

raduate Enr

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Weeks befor

eshmen

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tal 13 Weeks

torical Fall Fi

ll 2011 Targe

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uatio

n

Current

rollment

had 6,626 un% of our targe

61% of the wuggesting thatwill not begin

ent target of 1of Fall 2011 cart of managinate of 70.0%.

Soph.

re Classes St

s before Clas

nal

et

re Classes St

Undergrad

Registered

With

draw

als

t Students

P

ndergraduate set of 10,561 u

way to our finat 63% of our un registering u

10,561 undergcontinuing stung the numbe

tart (5/23/11)

sses Start

tart % of Targ

duate Point-in

d (Including

With

draw

als

Page C‐3

students regisundergraduaal undergraduundergraduateuntil early Jun

graduates includents is a funr of continuin

get/Final

n-Time Enro

New Freshm

Continuing S

Junior, Se

Student

Fresh. to

Retention

70.0%

stered 13 weeate students. uate enrollmene enrollment ne.

ludes an estimnction of the ng students, w

Fall 2011

953

1,763

1,810

2,059

41

6,626

10,561

63%

llment Comp

men and Tran

Soph.,

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ts

Soph.

Target

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eks before theAt the compant, and in 200target is with

mated 7,414 cgraduation an

we set a target

Fall 2010

841

1,832

1,668

1,917

77

6,335

10,464

% 61%

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Es

Co

e start of Fall arable point-in09 we were 58hin a reasonab

continuing nd retention oted freshman-

Fall 2009

793

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1,633

1,949

73

5,945

10,290

58%

stimated Fall

ontinuing Stu

7,414

2011 n-8% of ble

of -to-

2011

dents

Page C‐4

The remainder of our 10,561 undergraduate enrollment target is new students. We have enrollment targets for both new freshmen and new transfers. The process of enrolling new students starts with applications, which yields admitted students, which yields registered and enrolled students. We refer to this as the enrollment funnel, where the pool of students narrows at each step.

Our Fall 2011 target for new freshmen is 2,247 students. To yield this many enrolled freshmen, we need 5,350 new freshmen admits (based on a 42% yield rate at this step of the funnel). As shown in Table 5, as of May 23 we had 5,513 admitted new freshmen (103% of the number needed at this step). We anticipate that we will have additional new freshmen admits before classes start. If our 42% admit-to-enrolled yield holds, we will exceed our target of 2,247 new freshmen. Table 5

Our target for Fall 2011 transfers is 900 students, up from 813 in Fall 2010. To yield this many enrolled transfers, we need 1,500 new transfer admits (based on a 60% yield rate at this step of the funnel). As shown in Table 6, we had 805 transfer admits as of May 23. Our admits remain slightly behind where we generally expect to be at this point-in-time; however, completed transfer applications for Fall 2011 are slightly ahead of Fall 2010 (1,691 vs. 1,679). Admissions staff is working to convert these to transfer admits, and with 13 weeks until the start of classes, we believe the transfer target of 900 is attainable. Table 6

Applications

New Freshmen Admits (5,350)

New Transfer Admits (1,500)

Enrolled New Freshmen = 2,247

Enrolled Transfers = 900

Fall 2011 Fall 2010 Fall 2009

Admits 13 Weeks before Classes Start 5,513 5,522 5,527

Historical Final New Freshmen Admits 5,635 5,675

Targeted New Freshmen Admits 5,350

13‐Week Admits % of Target/Final 103% 98% 97%

Historical Enrolled New Freshmen 2,290 2,348

Fall 2011 Target Freshmen 2,247

New Freshmen Admit Yield % 42% 41% 41%

Undergraduate New Freshmen Enrollment Target

Admits‐to‐Enrollment Yield with Point‐in‐Time Comparison


Admits 13 Weeks before Classes Start 805 900 760

Historical Final Transfer Admits 1,405 1,174

Targeted Transfer Admits 1,500


Historical Enrolled Transfers 813 728

Fall 2011 Target Transfers 900

Transfer Admit Yield % 60% 58% 62%

Undergraduate Transfer Enrollment Target


Page C‐5

Graduate Enrollment Table 7 shows that 926 graduate students are registered for Fall 2011. This is 34% of our 2,699 graduate student target. Graduate students tend to delay their registration longer than undergraduate students. Based on national standards, newly admitted graduate students, who have been offered any financial assistance, have until April 15 to make their enrollment decision. Graduate students often delay registration since they are essentially guaranteed enrollment into their program courses. Also, 40% of our graduate enrollment is in off-campus and online programs, which use a cohort model, often with start dates later than our on-campus start of classes. At comparable points-in-time in 2009 and 2010, we had 34% and 37% of our fall graduate enrollment, suggesting that 34% of our target is within the normal range.

Table 7

Like undergraduate enrollment, our total Fall 2011 target of 2,699 graduate students includes continuing students (2,261) and new students (438). Also like undergraduate enrollment, new graduate students flow through an enrollment funnel (applications, admissions, and enrolled) which narrows at each step. Our target for Fall 2011 new graduate students is 438, up from 378 in Fall 2010. To yield this many enrolled graduate students, we need 1,251 new admits (based on a 35% yield rate at this step of the funnel). As shown in Table 8, as of May 23 we had 1,032 admitted graduates (82% of our targeted admits). We are ahead of where we were in both Fall 2010 and Fall 2009 and believe that we may exceed our 438 new graduate student target.

Table 8

13 Weeks before Classes Start (5/23/11) Fall 2011 Fall 2010 Fall 2009

Licensure 30 23 22

Masters 571 636 536

Specialist 22 22 23

Doctoral 253 234 200

Other 50 36 34

Total 13 Weeks before Classes Start 926 951 815

Historical Fall Final 2,566 2,421

Fall 2011 Target 2,699

13 Weeks before Classes Start % of Target/Final 34% 37% 34%

Graduate Point-in-Time Enrollment Comparison

Registered


Admits 13 Weeks before Classes Start 1,032 845 883

Historical Final Graduate Admits 1,140 1,231

Targeted Graduate Admits 1,251


Historical New Graduate Students 378 454

Fall 2011 Target New Graduates 438

Graduate Admit Yield % 35% 33% 37%

Graduate New Student Enrollment Target


On‐Camp

pusUndergr

R

N S

R

N S

R

N S

R

N S

R

NTot

Tot

Fall

Inte

Spr

Sum

raduateCred

Resident

Non-ResidenSubtotal Fa

Resident

Non-ResidenSubtotal Int

Resident

Non-ResidenSubtotal Sp

Resident

Non-ResidenSubtotal Su

Resident

Non-Residental Year

tal Year

l 2011

erim 2011-12

ring 2012

mmer 2012

P

ditHoursan

C

ntll

ntterim

ntpring

ntummer

nt

2

Page C‐6

ndTuitionRe

redit Hours

122,4

13,0135,5

1,5

11,6

111,9

12,5124,5

13,3

1,114,4

249,3

26,8276,2

FY1

evenue

s Tuition

483 2$

078561 3$

550 $

31 681 $

965 2$

553 518 2$

328 $

31 459 $

326 4$

893219 6$

12 Budget

n Revenue

23,390,233

7,390,49030,780,723

334,715

85,532 420,247

22,049,255

7,090,235 29,139,490

2,888,719

723,821 3,612,540

48,662,922

15,290,07863,953,000

On‐Camp

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Total

Fall 2

Interi

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Total

teCreditHou

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Reside Non-Re SubtotSubtotal S



Year

Doctoral

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mer 2012Master's

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YearMaster's

P

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entesidenttal Master's

entesidenttal DoctoralFall


entesidenttal DoctoralInterim


entesidenttal DoctoralSpring


entesidenttal DoctoralSummer


entesidenttal Doctoral

Page C‐7

tionRevenue

Credit Hou

617

2

311

516

213

10

3

3

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152

18

628

26

F

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7,639

2,584914

3,498,137 $

28 $ 6

34

202

36 $

5,886 $ ,040

6,926

2,589,012

3,6010,527 $

3,055 $ 364

3,419

869298,167

4,586 $

5,421 $ 2,5978,018

6,0442,2248,2686,286 $

FY12 Budgetn Revenue

2,574,147 1,105,2133,679,360

1,204,626980,089

2,184,7155,864,075

10,890 5,459

16,349

9910

99117,340

2,349,450 968,093

3,317,543

1,205,6261,084,4422,290,0685,607,611

1,224,942 335,600

1,560,542

402,532318,696721,228

2,281,770

6,159,429 2,414,3658,573,794

2,813,7752,383,2275,197,002

13,770,796

Extended

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Spr

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Undergradu

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Non-CreditSubtotal Int

Undergradu

Graduate

Non-CreditSubtotal Sp

Undergradu

Graduate

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Undergradu

Graduate

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erim 2011-12

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P

andTuitionR

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ummer

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Page C‐8

Revenue

Credit Hours

4,4

7,5

11,9

3,7

7,9

11,6

3,4

8,9

12,4

11,6

24,3

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FY1

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500

0976 $

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0 0 $

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489 $

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363

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12 Budget

n Revenue

1,186,075

3,258,634

13,4864,458,195

-

-

- -

1,113,650

3,405,085

- 4,518,735

1,172,043

3,826,595

17,392 5,016,030

3,471,768

10,490,314

30,87813,992,960

SSustainableCos

Self-servicCETL techWeb and dRestructurPayroll andPurchasinRestructurUse parkinEliminate ISummer sUniversity-Assess exMCB faculHSS facultNHS facultPVA facultEBS facult

Lab desktoTelephoneReduce libEliminate IUniversity-ReevaluateEliminate cReconfiguAssess ex

S

Total

stSavingsDetai

ce exam scanninghnical supportdatabase mgmtre accountant jobsd Finance integrationg & AP duties changre facilities purchasinng management systIM&T newslettersession faculty/class-wide budget realignmxt'd dining hrs/scale blty realignmentty realignmentty realignmentty realignmentty realignment

Subtotal Perso

op 5 yr vs 4 yr refrese services reconfigurbrary journal bindingIM&T newsletter-wide budget realignme Big Sky travelcoaches univ prograre marketing/outreac

xt'd dining hrs/scale b

Subtotal Non-Perso

App

ilFiscalYear20

President

ngedngtem

s sizementback

onnel

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ment 35,22

amchback

onnel 35,22$

35,22$

Pa

pendixD:Su

011‐12Budget

Board of Trustees/

Legal

38,174

38,174$

28 850

28 850$

28 39,024$

N

age D‐1

ustainableC

Athletics

-$ $

20,49210,350

30,842$ $

30,842$ $

Personnel

Non-Personnel

ostSavings

Provost

FinAdmin

62,230

400,000196,32821,346

140,998194,400-26,93340,258

141,037

1,169,664 $

10,000

4,317

5,00018,274

37,591 $

1,207,255 $

ance & nistration

UniverRelati

65,883

10,00076,20014,64513,12925,00024,485

229,342 1$

160,000100,000

4,50886,000

350,508 1$

579,850 2$

rsity ions Totals

65,62,

14,000 14,10,76,14,13,25,24,

400,234,21,

140,194,-26,40,

141,

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160,100,10,4,

126,20,10,

12,000 17,18,

12,000 467,0$

26,000 1,918,1$

,883,230,000,000,200,645,129,000,485,000,502,346,998,400,933,258,037

180

,000,000,000,508,395,492,350,000,274

019

199

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