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UNC System: Overview
Presentation to Joint Appropriations Subcommittee on Education
Brett Altman
Mark Bondo
Fiscal Research Division
March 5, 2015
Presentation Agenda
1. Overview and Enrollment
2. Budget Overview and Trends
3. Tuition and Fees
4. Performance Metrics
March 5, 2015 2
System Composition
March 5, 2015
Source: UNC Presentation to Joint Education Appropriations Subcommittee on February 19, 2015.
4
Classification of UNC Institutions in the
Carnegie Classification System
Special Focus
Institutions
UNC-SA
Bacc. Colleges (Arts &
Sciences)
UNC-A
Bacc. Colleges (Diverse Fields)
ECSU
WSSU
Masters Colleges and Universities
ASU
FSU
NCCU
UNC-P
UNC-W
WCU
Doctoral/ Research
Universities
ECU
UNC-C
Research Universities
(High Research Activity)
NC A&T
UNC-G
Research Universities (Very High Research Activity)
NCSU
UNC-CH
Not Classified
NCSSM
March 5, 2015 5
System Governance
General Assembly elects the UNC Board of Governors.
BOG is charged by statute with governing the UNC System Sets system-wide policy
Elects the system president and chancellors
Appoints a portion of Board of Trustee members
March 5, 2015 6
177,744
44,224 196,248 202,381
209,059 215,692
222,322 221,727 220,305 221,010 220,121
221,968
-
50,000
100,000
150,000
200,000
250,000
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Fall Student Headcount: 2005-2014
Undergraduates Graduates/Professional Schools Total Fall Enrollment
Student Headcount
Source: UNC General Administration Note: Does not include high school students.
March 5, 2015 8
Full Time 80%
Part Time 20%
All Students by Course Load
Student Characteristics
First-Time
Students 77%
Transfer Students
23%
New Students by Entry Type
In-State Resident
85%
Out-of-State
Resident 15%
All Students by Residency
March 5, 2015
Source: UNC General Administration Note: Does not include high school students.
9
State Approps. 33,390
55%
Receipts and Revenues 27,274
45%
UNC Employees by Source of Funds
Employees: UNC System
Total: 60,664 FTE
Source: Annual Salary Survey, December 2014
March 5, 2015 10
UNC Budgeting 101
State General Fund Budget
• Education and related spending
• Any State appropriations for other items.
Campus Budgets
• Hospitals
• Auxiliary services
• Research
• Endowments
March 5, 2015 12
State Appropriations
26%
Tuition & Fees 15%
Federal Approps., Contracts, &
Grants 14%
State & Local Contracts &
Grants 6%
Gifts & Investment
Income 7%
Hospital Sales & Services
13%
Auxillaries 16%
Other Revenue 3%
FY 2013-14 Total Operating Revenues (Unaudited)
UNC Total Operating Revenues
Total = $9.6 billion
March 5, 2015
Source: UNC General Administration .
13
Instruction 27%
Research 11%
Public Service 4% Academic
Support and Student Services
13%
Institutional Support
6%
Auxilaries 22%
Hospitals 13%
Other 4%
FY 2013-14 Total Expenditures (Unaudited)*
Total = $9.3 billion
UNC Total Expenditures
March 5, 2015
Source: UNC General Administration *Totals include distributed interest, depreciation, and operation and maintenance
.
14
State General Fund Budget
$2.15
$2.44
$2.75
$2.90
$2.74 $2.68
$2.56 $2.66 $2.60 $2.65
$1.5
$1.7
$1.9
$2.1
$2.3
$2.5
$2.7
$2.9
$3.1
2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15Budgeted
Net State General Fund Appropriations FY 2005-06 to FY 2014-15
An
nu
al A
pp
rop
riat
ion
($
Bill
ion
)
Source: June 30 BD 701 reports FY 2005-06 – 2013-14; FY 2014-15 Certified Budget as of December 2014.
March 5, 2015 15
State General Fund Budget
FY 2014-15 General Fund budget
Source: FY 2014-15 Certified Budget as of December 2014.
March 5, 2015
State
Appropriation
61%
Tuition &
Fees
34%
Other
5%
Total = $4.4 billion
16
State General Fund Budget
• 89% of net State General Fund
appropriations flows directly to the
campuses.
• Of the remaining 11%: – Aid to private institutions (4.1%)
– Financial aid (4.1%)
– UNC General Administration (1.5%)
– Other non-campus-specific programs (1.3%)
March 5, 2015 17
Enrollment Growth
G.S. 116-11(8) gives the Board of Governors (BOG) authority to set enrollment levels.
UNC has used an enrollment growth funding model since 1998 to develop its budget request. The General Assembly appropriates enrollment funding in
advance based on UNC’s own projections of the next year’s enrollment.
Factors that protected schools in years of declining enrollments have been removed in recent years.
March 5, 2015 18
Budget Flexibility
Special Responsibility Constituent Institutions
• Enacted in 1991 as part of the Budget Act
• General Assembly appropriates a lump sum to the
institution.
• Institution may:
– Carry forward 2.5% of appropriations for one-time
expenditures
– Spend overhead receipts
– Establish and abolish positions
– Other areas of Flexibility
March 5, 2015 19
Setting Tuition
G.S. 116-11(7) directs the Board of Governors to set
tuition and fees rates “not inconsistent with actions of
the General Assembly.”
In 2014, the Board of Governors adopted a four-year
tuition and fee plan to guide it through 2018.
Resident undergraduate tuition and fees must remain in the
bottom 25% of each campus’s public “peer institution”
Non-resident undergraduate tuition and fees must fully
cover the cost of education.
The Board of Governors annually considers campus
requests to increase tuition and fees.
March 5, 2015 21
Tuition Increases
• Board of Governors approved biennial
increase for 2015-17 to generate and increase
of:
– $43.8 million in FY 2015-16
– $47.0 million in FY 2016-17
• A 3.8 and 3.9% undergraduate NC resident
increase for each year, respectively
March 5, 2015 22
Tuition Increases: Purposes
42%
24%
18%
10%
6%
Faculty & Staff Retention
- 42%
Expanded Institutional
Opprotunities - 24%
Academic Support - 18%
All Other Uses - 10%
Student Services - 6%
March 5, 2015 23
Setting Tuition: Undergraduate Peer Comparisons Institution Resident Rank Nonresident Rank
ASU 19 of 19 7 of 19
ECU 19 of 19 12 of 19
ECSU 15 of 16 11 of 16
FSU 17 of 17 10 of 17
NCA&T 16 of 18 10 of 18
NCCU 17 of 17 10 of 18
NCSU 15 of 17 15 of 17
UNCA 15 of 15 3 of 15
UNC-CH 11 of 11 7 of 11
UNCC 17 of 18 11 of 18
UNCG 17 of 19 12 of 19
UNCP 17 of 19 11 of 19
UNCW 18 of 18 9 of 18
UNCSA 13 of 14 12 of 14
WCU 15 of 18 10 of 18
WSSU 16 of 17 14 of 17 Source: UNC-GA presentation to Board of Governors, January 16,2015.
• Compares UNC
campuses to
public peer
institutions
• Rank determined
by value of FY
2015-16 proposed
tuition and fees of
UNC campuses
compared to FY
2014-15 total
tuition and fees
for public peer
institutions.
March 5, 2015 24
Tuition and Fee Revenues
• In the UNC System, tuition is collected and
maintained on campus.
Tuition and fees vary significantly by campus
FY 2015-16 (Resident)
Low: ECSU: $4,657
High: UNC-SA: $8,499
FY 2015-16 (Non-Resident)
Low: UNC-P: $15,931
High: UNC-CH: $33,416
March 5, 2015
Source: UNC-GA presentation to Board of Governors, January 16, 2015.
25
Resident Undergraduate Tuition
and Fees
$-
$1,000
$2,000
$3,000
$4,000
$5,000
$6,000
$7,000
Fees
Tuition
March 5, 2015 26
Tuition and Fees by Campus
$0
$5,000
$10,000
$15,000
$20,000
$25,000
$30,000
$35,000A
SU
ECU
ECSU FS
U
NC
A&
T
NC
CU
NC
SU
UN
CA
UN
CC
H
UN
CC
UN
CG
UN
CP
UN
CSA
UN
CW
WC
U
WSS
U
2014-15 Undergraduate Tuition and Fees
Resident Non-ResidentSource: UNC-GA
March 5, 2015 27
Tuition Comparisons
Source: College Board, Trends in Higher Education Pricing, http://trends.collegeboard.org/college-pricing.
$6
,18
2
$6
,35
1
$8
,09
4
$8
,54
1
$8
,72
4
$8
,85
1
$9
,18
8
$9
,47
0
$1
0,8
99
$1
1,4
49
$0
$2,000
$4,000
$6,000
$8,000
$10,000
$12,000
$14,000
NC FL GA TN MD US Avg. KY AL VA SC
FY 2014-15 Undergraduate Resident Tuition and Fees, Surrounding States
March 5, 2015 28
Fees
• Fees vary by campus
• FY 2014-15 total fees range from:
• Lowest: $1,721 at Elizabeth City State
Highest: $2,666 at Appalachian State
• The six standard fees are:
Athletics Fee Health Services
Fee Student
Activities Fees
Educational and Technology
Fees
Debt Service Fee
Security Fee
March 5, 2015 29
Performance Measures
• Adopted in August of 2014
• Utilized in FY 2014-15 to apportion the
Management Flexibility Reduction
• Compares UNC Campuses to Peer Institutions
based on a set of Performance Measures
• Performance Measures do not apply to all
campuses
• Other measures are available
March 5, 2015 31
Graduation Rates Four and Six Year Graduation Rates (2006 Cohort)
March 5, 2015 32
Source: UNC General Administration
65%
34% 41% 44% 44% 45% 45%
56% 59% 60% 61% 62% 64% 72% 74% 76%
91%
0%
20%
40%
60%
80%
100%
4-year Rate 6-year Rate 6-year Rate Across UNC System
Freshman-to-Sophomore Retention
81% 83% 82% 82% 83%
84% 86% 85% 85% 85%
78% 78% 77% 78%
72%
74%
76%
78%
80%
82%
84%
86%
88%
2007 2008 2009 2010 2011
UNC System Freshman-to-Sophomore Retention Rates 2007-2011
Original Institution Any UNC Institution Public Peers Average
March 5, 2015
*2011 Public Peers Average Not Available Source: UNC General Administration
33
Degree Efficiency
March 5, 2015
Source: UNC General Administration and IPEDS Estimate
18
18.5
19
19.5
20
20.5
21
21.5
22
2008-09 2009-10 2010-11 2011-12 2012-13 2013-14
UNC System
Public Peer
Average
34
Education & Related Spending per Degree
$4
7,4
41
$4
8,0
78
$4
9,5
81
$5
3,8
88
$5
6,5
73
$5
7,5
94
$6
0,3
11
$6
0,7
11
$6
4,1
40
$6
4,8
08
$6
9,2
62
$7
1,3
61
$7
6,1
22
$7
8,0
59
$1
02
,63
9
$1
09
,47
3
$1
18
,53
5
$-
$20,000
$40,000
$60,000
$80,000
$100,000
$120,000FY 2013-14 E&R Spending per Degree by Campus
March 5, 2015
Source: UNC General Administration
35
Questions?
Brett Altman Brett.altman@ncleg.net
Mark Bondo markb@ncleg.net
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