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  • 7/30/2019 Budget Template v12

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    This program uses macros, which may be disabled on your computer.If you get an error message when you click on the Begin button, enable macros by following the link on the security bar.

    The purpose of budget development is to provide a best estimate of revenue and expenses, including student credit hours generated by the program.

    There is no guarantee that the program will receive allocations projected in this budget due to strategic or economic constraints at or beyond the academic

    unit and the university. Data entered into this document will serve as the basis for information submitted to UNC General Administration, but the template

    itself is for on-campus use only.

    Completion of this self-guided budget template provides a realistic and inclusive financial snapshot of the proposed degree program, depicting its f inancial impact on the

    unit and the university across a f ive-year period.

    Please note these important issues when using this budget instrument:

    1) The budget should be based on resources and expenditures necessary to develop the degree. Resources received in anticipation of this degree within the

    past five years (faculty, graduate assistants, office space, etc.) should be included. If existing resources are sufficient, those costs are not to be included;

    however, written documents associated with program planning should detail how the program will operate without additional resources.

    2) While no standardized budget captures all intricacies of the varied programs across campus, this tool attempts to capture some of the less visible costs and

    revenues that historically have been ignored, and to direct attention to the programs financial consequences.

    3) The budget computes state revenue according to the state funding matrix. Planners should project the number of students who will enroll in the program

    over the initial five-years as well as the number and level of classes each student will take in each of those years. Student credit hours generated outside the

    college or unit, such as foundation curriculum courses, are outside the scope of this planning budget. Space is provided for inserting additional revenue.

    4) University cost projections and standardized square footage requirements are used to compute the expenses associated with a given program. Other relevant

    costs can be added.

    Every effort has been made to simplify the process for the program planner. Each page has a help icon in the top right corner of the input box to help define

    terms and to clarify what figures should be used. A brief narrative may be provided if further explanation of a budget page is needed. Select Optional: Add Supplemental Info

    on the appropriate page, and a blank sheet will appear on which you may provide explanation. There is also an option at the end of the template to insert

    supplemental information in narrative form. This template may be refined annually to make it more user-friendly for the campus community.

    Suggestions and comments about this instrument can be sent to Ms. Karen Summey at [email protected].

    Budget Template for Proposed Degree Programs (for On-Campus Use Only)

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    Program Information Help

    1. Enter the title of the proposed program.

    2. Enter the college/school in which the proposed program would reside.

    3. Enter the department in which the proposed program would reside.

    4. Enter the name(s) of the person(s) completing this workbook.

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    State Funding Matrix HelpYEAR 1 YEAR 2 YEAR 3

    1. Select the level of the proposed program's courses. Undergraduate Projected Revenues

    State Funding Model $0.00 $0.00 $0.002. Select the funding category of the proposed program. I Non-Incremental Students $0.00 $0.00 $0.00

    3. Enter the expected number of students to enroll in the proposed program

    each year.

    Year 1

    Year 2

    Year 3

    Year 4

    Year 5

    4. Out of the number of students entered in #3, enter the number of students

    that will come from existing university programs outside of the

    proposed program.

    Year 1

    Year 2

    Year 3

    Year 4

    Year 5

    5. Enter the average number of the proposed program's courses that one student

    enrolled in the program would take each year.

    Year 1

    Year 2

    Year 3

    Year 4

    Year 5

    6. Select the average number of credit hours per course in the proposed program.

    3

    Click here to determine your funding category.

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    Grant Income HelpYEAR 1 YEAR 2 YEAR 3 YE

    1. Enter the expected amount of awarded grant funding each year. Projected Revenues

    State Funding Model $0.00 $0.00 $0.00 $0Year 1 $0.00 Non-Incremental Students $0.00 $0.00 $0.00 $0

    Year 2 $0.00 Grant Income $0.00 $0.00 $0.00 $0

    Year 3 $0.00

    Year 4 $0.00

    Year 5 $0.00

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    Annual External Non-Grant Funding HelpYEAR 1 YEAR 2 YEAR 3 YEAR

    1. Enter the expected amount of external non-grant funding each year, Projected Revenues

    including the fair market value of in-kind support. State Funding Model $0.00 $0.00 $0.00 $0.0Year 1 $0.00 Non-Incremental Students $0.00 $0.00 $0.00 $0.0

    Year 2 $0.00 Grant Income $0.00 $0.00 $0.00 $0.0

    Year 3 $0.00 External Funding $0.00 $0.00 $0.00 $0.0

    Year 4 $0.00

    Year 5 $0.00

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    University-Committed Funds HelpYEAR 1 YEAR 2 YEAR 3 YEA

    1. Enter the amount of funds committed by the university for each year. Projected Revenues

    State Funding Model $0.00 $0.00 $0.00 $0.Year 1 $0.00 Non-Incremental Students $0.00 $0.00 $0.00 $0.

    Year 2 $0.00 Grant Income $0.00 $0.00 $0.00 $0.

    Year 3 $0.00 External Funding $0.00 $0.00 $0.00 $0.

    Year 4 $0.00 University Commitment $0.00 $0.00 $0.00 $0.

    Year 5 $0.00

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    Other Income HelpYEAR 1 YEAR 2 YEAR 3 Y

    1. Enter the expected amount of other income each year. Projected Revenues

    State Funding Model $0.00 $0.00 $0.00 $Year 1 $0.00 Non-Incremental Students $0.00 $0.00 $0.00 $

    Year 2 $0.00 Grant Income $0.00 $0.00 $0.00 $

    Year 3 $0.00 External Funding $0.00 $0.00 $0.00 $

    Year 4 $0.00 University Commitment $0.00 $0.00 $0.00 $

    Year 5 $0.00 Other Income $0.00 $0.00 $0.00 $

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    TOTAL PROJECTED REVENUES

    YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5

    Projected Revenues

    State Funding Model $0.00 $0.00 $0.00 $0.00 $0.00Non-Incremental Students $0.00 $0.00 $0.00 $0.00 $0.00

    Grant Income $0.00 $0.00 $0.00 $0.00 $0.00

    External Funding $0.00 $0.00 $0.00 $0.00 $0.00

    University Commitment $0.00 $0.00 $0.00 $0.00 $0.00

    Other Income $0.00 $0.00 $0.00 $0.00 $0.00

    Total Projected Revenues $0.00 $0.00 $0.00 $0.00 $0.00

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    EPA Teaching & Non-Teaching Salaries HelpYEAR 1 YEAR 2

    Projected Expenses

    Program Costs

    EPA Salaries $0.00 $0.00

    Number of Number of

    Instructional Faculty All Other EPA Total Salaries

    Year 1 Year 1 $0.00

    Year 2 Year 2 $0.00

    Year 3 Year 3 $0.00

    Year 4 Year 4 $0.00

    Year 5 Year 5 $0.00

    1. For year 1, enter the number of EPAs hired in the last five years for this specific program as well asadditional EPA hires proposed for year 1 and include all salaries. Each subsequent year should include the

    number and salaries of EPAs from the previous year plus additional EPAs to be hired for the given year.

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    SPA & CSS Salaries HelpYEAR 1 YEAR 2

    Projected Expenses

    Program Costs

    EPA Salaries $0.00 $0.00

    SPA & CSS Salaries $0.00 $0.00

    Number of SPA Number of CSS Total Salaries

    Year 1 Year 1 $0.00

    Year 2 Year 2 $0.00

    Year 3 Year 3 $0.00

    Year 4 Year 4 $0.00

    Year 5 Year 5 $0.00

    1. For year 1, enter the number of staff hired in the last five years for this specific program as well as additionalstaff hires proposed for year 1 and include all salaries. Each subsequent year should include the number and

    salaries of staff from the previous year plus additional staff to be hired for the given year.

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    Graduate Assistant Salaries HelpYEAR 1 YEAR 2 YEAR 3 YE

    1. For year 1, enter the number of GAs hired in the last five years for this Projected Expenses

    specific program as well as additional GA hires proposed for year 1 and Program Costsinclude all salaries. Each subsequent year should include the number and EPA Salaries $0.00 $0.00 $0.00 $

    salaries of GAs from the previous year plus additional GAs to be hired SPA & CSS Salaries $0.00 $0.00 $0.00 $

    for the given year. Graduate Assistant Salaries $0.00 $0.00 $0.00 $

    # of GAs Total Salaries

    Year 1 Year 1 $0.00

    Year 2 Year 2 $0.00

    Year 3 Year 3 $0.00

    Year 4 Year 4 $0.00

    Year 5 Year 5 $0.00

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    Tuition Remissions HelpYEAR 1 YEAR 2 YEAR 3 YEA

    1. Enter the amount of tuition remissions for each year. Projected Expenses

    Program CostsYear 1 $0.00 EPA Salaries $0.00 $0.00 $0.00 $0

    Year 2 $0.00 SPA & CSS Salaries $0.00 $0.00 $0.00 $0

    Year 3 $0.00 Graduate Assistant Salaries $0.00 $0.00 $0.00 $0

    Year 4 $0.00 Tuition Remissions $0.00 $0.00 $0.00 $0

    Year 5 $0.00

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    Faculty Development/Travel HelpYEAR 1 YEAR 2 YEAR 3 YEA

    1. Enter the total amount of travel and other professional expenses allotted to Projected Expenses

    faculty each year. Program CostsEPA Salaries $0.00 $0.00 $0.00 $0

    Year 1 $0.00 SPA & CSS Salaries $0.00 $0.00 $0.00 $0

    Year 2 $0.00 Graduate Assistant Salaries $0.00 $0.00 $0.00 $0

    Year 3 $0.00 Tuition Remissions $0.00 $0.00 $0.00 $0

    Year 4 $0.00 Faculty Dev/Travel $0.00 $0.00 $0.00 $0

    Year 5 $0.00

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    Startup Package HelpYEAR 1 YEAR 2 YEAR 3 YE

    1. Enter the requested amount of startup funds for each year. Projected Expenses

    Program CostsYear 1 $0.00 EPA Salaries $0.00 $0.00 $0.00 $

    Year 2 $0.00 SPA & CSS Salaries $0.00 $0.00 $0.00 $

    Year 3 $0.00 Graduate Assistant Salaries $0.00 $0.00 $0.00 $

    Year 4 $0.00 Tuition Remissions $0.00 $0.00 $0.00 $

    Year 5 $0.00 Faculty Dev/Travel $0.00 $0.00 $0.00 $

    Startup Package $0.00 $0.00 $0.00 $

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    Equipment & Technology HelpYEAR 1 YEAR 2 YEAR 3 YE

    1. Enter the amount of equipment expenses for each year. Projected Expenses

    Program CostsYear 1 $0.00 EPA Salaries $0.00 $0.00 $0.00 $0

    Year 2 $0.00 SPA & CSS Salaries $0.00 $0.00 $0.00 $0

    Year 3 $0.00 Graduate Assistant Salaries $0.00 $0.00 $0.00 $0

    Year 4 $0.00 Tuition Remissions $0.00 $0.00 $0.00 $0

    Year 5 $0.00 Faculty Dev/Travel $0.00 $0.00 $0.00 $0

    Startup Package $0.00 $0.00 $0.00 $0

    Equipment & Technology $0.00 $0.00 $0.00 $0

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    Supplies HelpYEAR 1 YEAR 2 YEAR 3 Y

    1. Enter the amount of supplies expenses for each year. Projected Expenses

    Program CostsYear 1 $0.00 EPA Salaries $0.00 $0.00 $0.00

    Year 2 $0.00 SPA & CSS Salaries $0.00 $0.00 $0.00

    Year 3 $0.00 Graduate Assistant Salaries $0.00 $0.00 $0.00

    Year 4 $0.00 Tuition Remissions $0.00 $0.00 $0.00

    Year 5 $0.00 Faculty Dev/Travel $0.00 $0.00 $0.00

    Startup Package $0.00 $0.00 $0.00

    Equipment & Technology $0.00 $0.00 $0.00

    Supplies $0.00 $0.00 $0.00

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    Operating & Contracted Services HelpYEAR 1 YEAR 2 YEAR 3 YEA

    1. Enter the amount of services expenses for each year. Projected Expenses

    Program Costs

    Year 1 $0.00 EPA Salaries $0.00 $0.00 $0.00 $0

    Year 2 $0.00 SPA & CSS Salaries $0.00 $0.00 $0.00 $0

    Year 3 $0.00 Graduate Assistant Salaries $0.00 $0.00 $0.00 $0

    Year 4 $0.00 Tuition Remissions $0.00 $0.00 $0.00 $0

    Year 5 $0.00 Faculty Dev/Travel $0.00 $0.00 $0.00 $0

    Startup Package $0.00 $0.00 $0.00 $0

    Equipment & Technology $0.00 $0.00 $0.00 $0

    Supplies $0.00 $0.00 $0.00 $0

    Operating & Contracted Svs $0.00 $0.00 $0.00 $0

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    Other Expenses HelpYEAR 1 YEAR 2 YEAR 3 Y

    1. Enter the total amount of other direct expenses for each year. Projected Expenses

    Program CostsYear 1 $0.00 EPA Salaries $0.00 $0.00 $0.00 $

    Year 2 $0.00 SPA & CSS Salaries $0.00 $0.00 $0.00 $

    Year 3 $0.00 Graduate Assistant Salaries $0.00 $0.00 $0.00 $

    Year 4 $0.00 Tuition Remissions $0.00 $0.00 $0.00 $

    Year 5 $0.00 Faculty Dev/Travel $0.00 $0.00 $0.00 $

    Startup Package $0.00 $0.00 $0.00 $

    Equipment & Technology $0.00 $0.00 $0.00 $

    Supplies $0.00 $0.00 $0.00 $

    Operating & Contracted Svs $0.00 $0.00 $0.00 $

    Other Expenses $0.00 $0.00 $0.00 $

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    TOTAL PROJECTED EXPENSES

    Program CostsYEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5

    Projected Expenses

    Program CostsEPA Salaries $0.00 $0.00 $0.00 $0.00 $0.00

    SPA & CSS Salaries $0.00 $0.00 $0.00 $0.00 $0.00

    Graduate Assistant Salaries $0.00 $0.00 $0.00 $0.00 $0.00

    Tuition Remissions $0.00 $0.00 $0.00 $0.00 $0.00

    Faculty Dev/Travel $0.00 $0.00 $0.00 $0.00 $0.00

    Startup Package $0.00 $0.00 $0.00 $0.00 $0.00

    Equipment & Technology $0.00 $0.00 $0.00 $0.00 $0.00

    Supplies $0.00 $0.00 $0.00 $0.00 $0.00

    Operating & Contracted Svs $0.00 $0.00 $0.00 $0.00 $0.00

    Other Expenses $0.00 $0.00 $0.00 $0.00 $0.00

    Total Projected Expenses $0.00 $0.00 $0.00 $0.00 $0.00

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    Facilities HelpYEAR 1 YEAR 2 YEAR 3 Y

    1. Enter the number of offices needed each year. Projected Expenses

    # of Offices Overhead CostsYear 1 Facilities $0.00 $0.00 $0.00

    Year 2

    Year 3

    Year 4

    Year 5

    2. Enter the amount of lab space needed each year in square feet.

    Lab Space (sq ft)

    Year 1Year 2

    Year 3

    Year 4

    Year 5

    3. Enter the total percentage of the program's courses that will be offered in the

    given instructional method.

    Face to Face 0%

    Online 0%

    TOTAL 0% ERROR - You must enter values of face to face and online instruction totaling 100%

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    Maturity

    Projected Revenues Year 1 Year 2 Year 3 Year 4 Year 5

    State Funding Model $0.00 $0.00 $0.00 $0.00 $0.00

    Non-Incremental Students $0.00 $0.00 $0.00 $0.00 $0.00

    Grant Income $0.00 $0.00 $0.00 $0.00 $0.00

    External Funding $0.00 $0.00 $0.00 $0.00 $0.00

    University Commitment $0.00 $0.00 $0.00 $0.00 $0.00

    Other Income $0.00 $0.00 $0.00 $0.00 $0.00

    Total Projected Revenues $0.00 $0.00 $0.00 $0.00 $0.00

    Projected Expenses

    Program Costs

    EPA Salaries $0.00 $0.00 $0.00 $0.00 $0.00SPA & CSS Salaries $0.00 $0.00 $0.00 $0.00 $0.00

    Graduate Assistant Salaries $0.00 $0.00 $0.00 $0.00 $0.00

    Tuition Remissions $0.00 $0.00 $0.00 $0.00 $0.00

    Faculty Development/Travel $0.00 $0.00 $0.00 $0.00 $0.00

    Startup Package $0.00 $0.00 $0.00 $0.00 $0.00

    Equipment & Technology $0.00 $0.00 $0.00 $0.00 $0.00

    Supplies $0.00 $0.00 $0.00 $0.00 $0.00

    Operating & Contract Services $0.00 $0.00 $0.00 $0.00 $0.00

    Other Expenses $0.00 $0.00 $0.00 $0.00 $0.00

    Total Program Costs $0.00 $0.00 $0.00 $0.00 $0.00

    Overhead Costs

    Facilities $0.00 $0.00 $0.00 $0.00 $0.00

    Total Overhead Costs $0.00 $0.00 $0.00 $0.00 $0.00

    Total Projected Expenses $0.00 $0.00 $0.00 $0.00 $0.00

    Net $0.00 $0.00 $0.00 $0.00 $0.00

    Net 4 Year Startup Period $0.00

    Startup Period

    Proposed Income Statement

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    Maturity

    Projected Revenues Year 1 Year 2 Year 3 Year 4 Year 5

    Funding Model (Net)

    Other Academic $0.00 $0.00 $0.00 $0.00 $0.00Library $0.00 $0.00 $0.00 $0.00 $0.00

    General Institutional Support $0.00 $0.00 $0.00 $0.00 $0.00

    Total Projected Revenues $0.00 $0.00 $0.00 $0.00 $0.00

    Projected Expenses

    Direct Expenses

    EPA Benefits $0.00 $0.00 $0.00 $0.00 $0.00

    SPA & CSS Benefits $0.00 $0.00 $0.00 $0.00 $0.00

    Graduate Assistant Benefits $0.00 $0.00 $0.00 $0.00 $0.00Library $0.00 $0.00 $0.00 $0.00 $0.00

    Total Direct Expenses $0.00 $0.00 $0.00 $0.00 $0.00

    Indirect Expenses

    Classroom $0.00 $0.00 $0.00 $0.00 $0.00

    Student Services (Non Living) $0.00 $0.00 $0.00 $0.00 $0.00

    Total Indirect Expenses $0.00 $0.00 $0.00 $0.00 $0.00

    Total Projected Expenses $0.00 $0.00 $0.00 $0.00 $0.00

    Net $0.00 $0.00 $0.00 $0.00 $0.00

    Net 4 Year Startup Period $0.00

    Startup Period

    Proposed University Income Statement

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    Maturity

    Year 1 Year 2 Year 3 Year 4 Year 5

    Students (Total)

    Incremental 0 0 0 0 0Non-Incremental 0 0 0 0 0

    Personnel (Total)

    Incremental EPA 0 0 0 0 0

    Incremental SPA & CSS 0 0 0 0 0

    Incremental Grad Assistants 0 0 0 0 0

    Net of Program & University 4 Year Startup Periods $0.00

    Academic Hierarchy:

    College/School TRUE

    Department TRUE

    Program TRUE

    Workbook completed by:

    TRUE

    TRUE

    Startup Period

    Other Program Information

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    Supplemental Explanation/Justification

    This electronic budget template includes a cover sheet with instructions as well as a help screen for each table of the budget.

    If amounts entered into the tables are not consistent with the instructions and/or help screen information, and program planners

    wish to offer supplemental explanation or justification, a written statement using the format below should be used.

    Figures, charts, or other images supporting the supplemental text may be inserted on this page.

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    Supplemental Figures

    Insert charts, figures, or other images that support your supplemental text on this page.

    Please label your figures clearly and sequentially throughout the supplemental text (e.g. Figure 1, Figure 2, etc).

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    Category CIP

    Category I 09

    Category I 23

    Category I 27

    Category I 38

    Category I 42Category I 43

    Category I 45

    Category I 54

    Category I 90

    Category II 05

    Category II 13

    Category II 16

    Category II 19

    Category II 24Category II 30

    Category II 31

    Category II 52

    Catetory III 01

    Catetory III 03

    Catetory III 04

    Catetory III 11

    Catetory III 15

    Catetory III 25

    Catetory III 26

    Catetory III 40

    Catetory III 44

    Catetory III 50

    Catetory III 51

    Category IV 14

    Category IV 66

    * Based on Board of Governors action, student credit hours for student teaching in Education are

    placed in Category III for all campuses. Information on student teaching courses are provided

    annually to Associate Vice President of University-School Programs by each institutions Dean of

    the School of Education.

    Area, Ethnic, Cultural & Gender Studies

    Description

    Communications & Journalism

    English

    Mathematics

    Philosophy & Religion

    PsychologyCorrections & Criminal Justice

    Social Sciences

    History

    Other

    Computer & Information Sciences

    Education *

    Foreign Languages, Literatures, & Linguistics

    Family & Consumer Sciences

    Liberal Arts & Sciences, HumanitiesMulti/Interdisciplinary Studies

    Parks, Recreation, Leisure & Fitness

    Business, Management, & Marketing

    Agriculture

    Natural Resources & Conservation

    Architecture

    Engineering-related Technologies

    Health Professions

    Engineering

    Nursing

    Library Science

    Biological Sciences

    Physical Sciences

    Public Administration & Services

    Visual & Performing Arts

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