pre meeting materials for tuition and student fee proposal ... · review items 1. definition of...
TRANSCRIPT
Pre Meeting Materials for Tuition and Student Fee Proposal
2017-18
Board of Trustees
December 9, 2016
Review Items
1. Definition of Tuition and Fees
2. Legislative and UNC System Framework for
Tuition and Fees
1. UNC System Policy Tuition and Fees 2017-18
3. Considerations for Tuition and Fee Increases
1. Proposals for 2017-18
2. Tuition Proposals
3. Student Fee Proposals
2
1. Definition of Tuition and Fees
3
What is Tuition?
“Tuition is charged to partially defray the
costs of general academic and
administrative operations of campuses,
including academic programs and faculty
and administrative salaries and benefits.”
What are Fees?
“Fees will be charged only for limited, dedicated purposes and shall not be used to defray the costs of general academic and administrative operations of campuses, including academic programs and faculty and administrative salaries and benefits.”
5
What are Fees?
• “General fees” are
– Activities
– Athletics
– Educational & Technology
– Health
– Security Fee
– “ASG fee”
• “Fees related to the Retirement of Debt”
– Facilities Fee
• Other Fees
– Transportation
– Registration6
What Does It Provide?Student Activities Fee
Student Affairs
Campus Activities & Programs Fund
Commuter Student Association
Dean of Students
Elliott University Center
Graduate Student Association
Leadership & Service Learning
Multicultural Affairs
Recreation
SA Equipment Reserve
Student Government General Fund
Student Media Board
7
What Does It Provide?Student Activities Fee (continued)
Business Affairs
EHS
Green Fund
Kaplan Wellness Facilities Maintenance
Rec Center Security Services
Student Facility Maintenance
Student ID Center
Student Safety Escort Program
Academic Affairs
University Performing Arts Series
WUAG - FM Operations
8
What does it provide?Athletics Fee
• Fee supports most costs of UNCG’s Division I
intercollegiate athletics program.
• Some costs are also met by ticket revenue and
endowment income.
9
What does it provide?Education and Technology Fee
Education = academic
course materials & supplies
(such as lab equipment)
Technology = partial
support of IT for student
use; classroom technology,
and ongoing refresh
projects including band-
width expansion10
What does it provide?Health Fee
• Wellness programs (nutrition,
eating disorders, smoking
cessation, etc.)
• Alcohol and drug programs
• Medical services
• Pharmacy
• Immunizations
• Lab/X-ray
• Psychiatry
• Counseling
11
What does it provide?Facilities Fee
• Pays off the debt incurred on “capital projects” when
student facilities are built or renovated—for example:
– Soccer stadium
– Student Recreation Center
– Baseball stadium
– EUC renovation
– Student Health Center expansion/renovation
(Facilities fee does not include residence halls, dining or
parking facilities; these are paid for by users.)
12
2. Legislative and UNC System Framework for Tuition and
Fees
13
Tuition Guarantee(SB 873) (HB 1030)(G.S. 116-43.9)
Highlights
• North Carolina General Assembly
– No in-state undergraduate tuition increases for standard college
term effective with the 2016 – 2017 term
– The 2017 -2018 rate of tuition for any entering freshman or
transfer undergraduate student deemed to be a North Carolina
resident will be guaranteed for the expected period to complete
the course of study
– Requires continuous enrollment during regular terms at the
specific campus
• UNC General Administration
– Expanded the guarantee to apply to all currently enrolled
undergraduates
14
Tuition Guarantee (continued)(SB 873) (HB 1030)(G.S. 116-43.9)
Impact
• Only allows increases to:
– Incoming new Freshmen and Transfer undergraduate
students
– Students returning from a break in attendance
– Non-Resident Students
– Graduate Students
• This limits the increase to approximately 40% of
the student population.
15
Fees - Cap on Student Fees (SB 873)(HB 1030) (G.S. 116-43.10)
(UNC Policy 1000.1.1)Highlights
• General Assembly
– A 3% Cap on Student Fees annual increases was enacted.
Effective beginning in 2017-18
• Board of Governors
– Sets policy and approves General Fees, Debt Services Fees,
Special Fees, and Application Fees.
• UNC General Administration
– Applied the 3% Cap to the overall pool of required Fees to
include the General Fees and the Debt Service Fees only
• Chancellor
– Miscellaneous Charges are approved by Chancellor (Examples:
Registration, Transcripts, Transportation)16
Tuition Increases (NC Constitution Article IX Section 9) G.S. 116-43-10
UNC Policy 1000.1.1Highlights
• Board of Governors
– Requires market driven tuition prices to be Charged to Non-
Residents
– Requires Student Involvement in Tuition & Fee setting process
• UNC General Administration
– Sets Parameters for Campus Initiated Tuition Requests
– For 2017-18 set a maximum of a 2% increase for resident
undergraduate tuition for new freshmen and transfers entering in
that fiscal year
17
Tuition Differential UNC Policy 1000.1.1
Highlights
• Board of Governors
– Sets policy and approves campus initiated Tuition
Differential rates
– Graduate and Professional Schools shall continue to
establish rates consistent with each program’s unique
market and academic emphasis on maintaining and
increasing the excellence of the graduate and
professional programs as well as ensuring access
• UNC General Administration
– Sets Parameters for Campus Initiated Tuition
Differential Requests 18
FeesSpecial Fees
(UNC Policy 1000.1.1)Highlights
• Board of Governors
– Sets policy and approves Special Fees
– Apply only to students engaged in particular activities
or courses of study
• UNC General Administration
– GA reviews special fee proposals and determines if
they will be presented to the BOG.
19
UNC System Policy Tuition and Fees
2017 – 2018
20
Leg Legislature
BoG Board of Governors
GA UNC General Administration
Guide for Tuition Policy Decisions
Directive Authority
Tuition Guarantee Leg o No In-State Undergraduate Tuition Increases for Standard College Term o Only allows increases to: incoming new
[SB 873] [HB1030] o The rate of Tuition for any freshman or transfer undergraduate student Freshmen and Transfer undergraduate
[116-43.9] deemed to be a North Carolina resident will be guaranteed for the students; students returning from a break
expected period to complete the course of study. in attendance; and graduate students.
o Requires continuous enrollment during the regular terms at the specific o This limits the increase to approximately
Campus 40% of the student population.
o Effective beginning with the Fall 2016 term.
[CBO Conf. Call] GA o Expanded the guarantee to apply to all currently enrolled undergraduates.
Tuition Increases o Requires Higher Tuition to be Charged to Non-Residents o A 2% maximum increase when combined
[NC Constitution BoG o Sets policy and approves campus initiated tuition increases. with the tuition guarantee, signicantly
Article IX, Section 9] o Requires Student Involvement in Tuition & Fee setting process limits the revenue that can be generated
[116-43.10] GA o Sets Parameters for Campus Initiated Tuition Requests to meet academic and support needs.
[UNC Policy 1000.1.1] o For 2017-18 set a maximum of a 2% increase for resident undergraduate o Yields less that 50% of previous revenue.
tuition for new freshmen and transfers entering in that fiscal year.
Tuition Differential BoG o Sets policy and approves campus initiated Tuition Differential rates
[UNC Policy 1000.1.1] o Graduate and Professional Schools shall continue to establish rates
consistent with each program's unique market and academic emphasis
on maintianing and increasing the excellence of the graduate and
professional programs as well as ensuring access.
GA o Sets Parameters for Campus Initiated Tuition Differential Requests
Tuition
Particulars Impact
21
Guide for Fee Policy Decisions
Leg Legislature
BoG Board of Governors
GA UNC General Administration
Directive Authority Impact
Cap on Student Fees Leg o A 3% Cap on Student Fees annual increases was enacted. o Limits ability to address unique situations
[SB 873] [HB1030] Effective beginning in 2017-18. such as new facilities or programs coming
[116-43.10] BoG Sets policy and approves General Fees, Debt Services Fees, Special Fees, on line.
[UNC Policy 1000.1.1] and Application Fees. o Limits ability to fund self-liquidating
GA o Applied the 3% Cap to the overall pool of required Fees to include the Capital Projects.
General Fees and the Debt Service Fees only.
o Miscellaneous Charges are approved by Chancellor
Examples: Registration, Transcripts, Transportation
Special Fees BoG o Sets policy and approves Special Fees.
[UNC Policy 1000.1.1] o Apply only to students engaged in particular activities or courses of study
GA o GA has sometimes not allowed new ones to be established in the past
Fees
Particulars
22
TuitionUNC System Policy, 2017-18
• A maximum of 2% increase to resident freshmen and transfer students
• No maximum established for nonresident undergraduates or graduates
• Nonresident undergraduate tuition should be market driven and reflect the full cost of providing nonresident students with a quality education.
• Graduate tuition shall continue to establish rates consistent with each program’s unique market and academic requirements
• Tuition for graduate students will be set with an emphasis on maintaining and increasing excellence of the programs and ensuring access
• No increase for resident undergraduate sophomore, junior, or seniors
23
FeesUNC System Policy, 2017-18
• A maximum of 3% increase to mandatory
student fees
• Mandatory student fees are charged to all
students and approved by the Board of
Governors
24
3. Considerations for Tuition and Fee Increases
25
Key Considerations
b Legislative Framework
bGuidance provided by UNC System policy
bTuition and fee rates at UNCG compared to state/national peers
bAverage indebtedness of UNCG’s students compared to other students
bInstitutional needs that could be addressed with tuition/fee revenue
26
How do UNCG’s tuition and fee rates compare nationally?
Most recent national report from College Board: “Average in-state published tuition and fees at public four-year institutions increased from $9,420 in 2015-16 t0
$9,650 in 2016-17.”
UNCG’s in-state undergraduate rates: $ 6,386 2014-15$ 6,675 2015-16$ 6,971 2016-17
27
Resident Undergraduates: National Comparison2016-17 Annual Rates
InstitutionIn-State Undergraduate Tuition and
FeesNorthern Illinois 12,224
Western Michigan 11,493
University of Louisville 11,419
Virginia Commonwealth 11,260
Bowling Green State University 10,590
Kent State University 10,012
Indiana University-Purdue University-Indianapolis 9.869
The University of Texas at Arlington 9,201
University of Memphis 9,125
Indiana State University 8,746
Georgia State University 8,368
Oregon State University 8,322
Middle Tennessee State University 8,280
Old Dominion University 7,948
University of Southern Mississippi 7,659
UNC Greensboro 6,971
University of Central Florida 6,317
Florida International University 5,141
Portland State University 4,622
28
Resident Undergraduates: State Comparison2016-17 Annual Rates
Institution In-State Undergraduate Tuition and Fees
NCSU 8,698
UNCART 8,655
UNCCH 8,566
ASU 6,991
UNCG 6,971
UNCW 6,860
UNCA 6,842
ECU 6,837
UNCC 6,627
WCU 6,588
NCA&T 6,265
NCCU 6,051
UNCP 5,735
WSSU 5,713
FSU 5,060
ECSU 4,88829
Non-Resident Undergraduate: National Comparison2016-2017 Tuition and Fees
Institution Out-of-State Undergraduate Tuition and FeesIndiana University-Purdue
University-Indianapolis30,455
Western Michigan 26,851
Virginia Commonwealth 26,596
University of Louisville 26,441
Middle Tennessee State University 25,416
UNC Greensboro 21,833
Northern Illinois 21,689
Old Dominion University 21,532
University of Memphis 20,837
The University of Texas at Arlington 20,598
Indiana State University 19,076
Kent State University 18,376
Bowling Green State University 18,126
University of Southern Mississippi 16,529
Florida International University 15,060
Portland State University 13,430
30
Average Debt of Graduates
Not reporting: ECSU and WSSU
Source: http://ticas.org/posd/state-state-data-2015#overlay=posd/state_data/2015/nc
$28,950
$31,747
$29,699
$26,730 $26,488 $26,265 $24,860
$24,029 $23,806 $23,265 $22,697 $21,693 $21,105
$20,482 $18,945
$0
$5,000
$10,000
$15,000
$20,000
$25,000
$30,000
$35,000
NationalAverage
NCCU ECU UNCW UNCC NC A&T UNCP FSU WCU UNCG UNC Arts ASU UNCA NCSU UNCCH
2014
31
Three-year Student Loan Default Rates
11.3
7.3
17.1
13.5
12.1 1211.6
8.7
6.7 6.5
5.4 5.24.5
3.73.3
2.9 2.7
1.5
0
2
4
6
8
10
12
14
16
18
NationalAverage
Average4-YearPublic
ECSU NCA&T FSU WSSU UNCP NCCU WCU UNCG UNCC ECU UNCA UNCW ASU UNC Arts NCSU UNCCH
FY 2013
32
Proposals for 2017-18
33
Tuition Proposals
(1) Tuition Rates (2) Use of Revenue Generated
34
Tuition
PROPOSAL 1: Tuition Rates
• Hold tuition flat for all existing resident undergraduate students
• Assess a 2% increase for existing non-resident and graduate students
• Assess a 2% increase for new freshmen and transfers
35
TuitionRates Proposed by Student Type
2016-17 Increase 2017-18 Percent
In-State 2016-17 Students Undergraduates $4,335 $0 $4,335 0.0%
In-State Freshmen &
Transfers Undergraduates 4,335 87 4,422 2.0%
Out-of-State Undergraduates 19,197 384 19,581 2.0%
In-State Graduates 5,117 102 5,219 2.0%
Out-of-State Graduates 18,566 371 18,937 2.0%
36
Tuition
PROPOSAL 2: Allocation of estimated $970,000 in Tuition Revenue
• Proposed use of revenue:
(1) Retention of UNCG faculty: $400,000
(2) Undergraduate Student Academic Support: $350,000
(3) Graduate Student Support: $220,000
37
Tuition: Proposed Use of Revenue
(1) Faculty Retention:
- Maintaining faculty quality is essential
- No other factor is more important to ensuring that UNCG students receive an outstanding education
- External recruitment of UNCG’s faculty is a continuing challenge
- This allocation will provide partial support for our efforts to retain UNCG’s best faculty
38
What is the salary increase history?
Faculty
2009-10 0%
2010-11 0
2011-12 0
2012-13 1.2%
2013-14 0
2014-15* 0.27%
2015-16 2.1%
2016-17 3.7%
* The General Assembly provided $5 million for all EPA
salary increases system-wide. UNCG’s portion of the $5
million was $276,634 for salary increases.
39
How does UNCG compare with national peers?2015-16 Average Faculty Salaries, in thousands
(Ranked by Professor Salary)
Institution Professor
Associate
Professor
Assistant
Professor
Florida International University 125.8 93.7 83.9
Virginia Commonwealth University 123.8 87.4 70.6
University of Louisville 121.8 82.4 68.2
Old Dominion University 121.6 86.8 73.7
University of Memphis 112.8 76.1 67.1
Kent State University 111.7 85.2 73.2
Portland State University 106.7 81.6 69.2
Western Michigan University 106.2 78.5 66.8
UNC Greensboro 106 76.1 69.2
Bowling Green State University Ohio 104.7 79.9 68.6
Northern Illinois University 97.7 76.2 67.9
Indiana State University 96 74.5 64.9
University of Southern Mississippi 92.8 71.1 64.8
Middle Tennessee State University 90.7 71.1 62.1
Georgia State University N/A N/A N/A
Indiana University-Purdue University-Ind N/A N/A N/A
Oregon State University N/A N/A N/A
University of Central Florida N/A N/A N/A
The University of Texas at Arlington N/A N/A N/A
40
Tuition: Proposed Use of Revenue
(2) Undergraduate Student Academic Support:
- Academic Advising continues to be a top concern for students
- Advising is a key to student success, the top priority of the Board of Governors
- UNCG has been mandated to deploy new student success technologies, which will require additional staff support and training
41
Support for academic advising improvement
has been cited as a priority by the Student
Government Association leadership for at
least seven consecutive years.
42
Tuition: Proposed Use of Revenue
(3) Graduate Student Support:
- Tuition waivers and graduate assistantships are vital to recruiting the best qualified students
- Surveys have shown that UNCG’s assistantships in many disciplines are not competitive
- Failing to accept and enroll high caliber students would result in diminished program quality and reputation
- Failing to enroll students would result in a decline in graduate enrollment with severe financial implications
43
Graduate Assistantship Stipend Levels at UNCG Compared to National Averages, 2014-15*
Teaching
Assistantships
Research
Assistantships
National Average$14,885 $15,723
UNCG Average$13,199 $14,521
Difference($1,686) ($1,202)
*Data represent average stipend levels across all disciplines and academic
programs, and across all degree levels (e.g. MA, MS, MFA, PhD), excluding
medical schools.Source: 2015-16 Graduate Assistant Stipend Survey,
Oklahoma State University
(2016-17: $13,919) (2016-17: $15,566)
44
Student Fee Proposals
(1) Student Fee Rates(2) Use of Revenue Generated
45
Fees
PROPOSAL 1: Fee Rates
• Assess 3% increase on mandatory fees
• Fees would increase by $80 per student, from $2,636 to $2,716
46
Fees PROPOSAL 2: Allocation of Fee Revenue
Fee 2016-17 Proposed Increase Proposed Rate Est. Revenue
Category Actual for 2017-18 for 2017-18 from Increase
Athletics $717 $22 $739 $327,800
Activity $477 $36 $513 $536,400
Health $284 $9 $293 $134,100
*Educ. & Technology $420 $13 $433 $193,700
Facility $707 $0 $707 N/A
Security $30 $0 $30 N/A
TOTAL $2,635 $80 $2,715 $1,192,000
*Education & Technology fee provides separate allocations for (1) Educational and (2) Technology as follows:
Educ. & Tech Fee 2016-17 Proposed Increase Proposed Rate Est. Revenue
by Category Actual for 2017-18 for 2017-18 from Increase
Education $59 $2 $61 $29,800
Technology $361 $11 $372 $163,900
TOTAL $420 $13 $433 $193,700
47
Largest increase ($36) is for the Activity Fee
• Expanded programs and services will continue to transform
Campus Recreation and wellness at UNCG.
• Over $900,000 will be provided in student wages for both
undergraduate students and graduate assistants.
• Staff must be added to support the new aquatics program
which will be accessible to students far more than was
possible using the old pool in Rosenthal.
• Staff must be added to manage special events and
reservations in the Kaplan Wellness Center such as career
fairs, concerts, banquets, etc. as well as manage spaces for
student organizations and academic classes.
• Inflationary cost increases for Spartan Card software and
sustainability (Green Fee) initiatives must be addressed.
48
How would other increases be used?
Athletics: Added health insurance costs for coaches in compliance with
ACA; increase in travel costs; maintain program as close as possible
to status quo
Education: Inflationary increases for educational materials
Technology: Classroom Technology and refresh (upgrades) to the
wireless system
Health Fee: Equipment replacement and incremental increases in
supplies and services costs
49
Proposed Tuition and Feesfor 2017-18
Regular Term2016-17 Tuition
& Fees Year
Tuition & Fees Tuition & FeesTotal Tuition &
Fees
Pecent
ChangeIncrease Per
SemesterIncrease Per Year
2016-17 Resident
Undergraduates$ 6,971 $ 40.00 $ 80 $ 7,051 1.15%
2017-18 Resident
Freshmen and
Transfers
$ 6,971 $ 83.50 $ 167 $ 7,138 2.40%
Non-Resident
Undergraduates$ 21,833 $ 232.00 $ 464 $ 22,297 2.13%
Resident Graduates $ 7,753 $ 91.00 $ 182 $ 7,935 2.35%
Non-Resident
Graduates$ 21,202 $ 225.50 $ 451 $ 21,653 2.13%
50
How does UNCG compare on fees?2016-17
(Sorted by total Fees)
Athletic Activity Health
Ed &
Tech Facility Security Total
UNCC 802 592 229 552 685 30 2,890
ASU 738 645 294 546 579 30 2,832
UNCA 806 742 356 473 394 30 2,801
NCA&T 808 631 334 405 588 30 2,795
WCU 730 572 296 544 523 30 2,695
UNCG 717 477 284 420 707 30 2,636
UNCW 725 685 191 493 381 30 2,504
ECU 696 599 255 382 510 30 2,472
NCCU 749 476 243 428 470 30 2,396
WSSU 694 531 247 416 460 30 2,378
NCSU 232 646 372 439 572 30 2,291
UNCART 733 857 665 30 2,285
UNCP 705 649 170 403 247 30 2,204
FSU 668 543 201 360 335 30 2,137
ECSU 799 689 250 320 30 2,088
UNCCH 279 375 370 445 186 30 1,685
51
UNCG’s Budgeted Recurring State Appropriation per Budgeted In-State Full
Time Equivalent Students
52
$9,668 $9,985 $9,569 $9,721 $9,856
$3,454 $3,779
$3,932 $4,129
$4,335
Tuition In-State Undergraduate Budgeted Appropriaton
2012-132011-12 2014-152013-14 2015-16
UNCG Tuition and Fee Process
• For the past two months, the committee has reviewed proposals for
campus-initiated tuition increases and student fee increases.
• Two campus open forums provided opportunities for the campus
community to provide input before the committee made
recommendations to the Chancellor.
• Continued opportunities to provide input and feedback were
available through November 23, 2016 using the following email
addresses:
53
Tuition and Fee CommitteeCommittee Chair: Sajin Chhabra, SGA Vice President
Alan Boyette, Vice Provost
Student Leaders: Jaelen Johnson, Senior
Ciara Gazaway, Junior
Brian Washington, Junior
Olivia Ervin, Sophomore
Daniel Linares, Sophomore
Monica Westerheide, GSA President
Jonathan Hennessy, Graduate Student
Lindsey Vega, Graduate Student
Faculty Representatives: David Wyrick, Faculty Athletic Representative
George Michel, Faculty Senate Budget Committee
Chris Rhea, Faculty Senate designee
Professional Staff: Steve Honeycutt, Director of Financial Planning and Budgets
Deborah Tollefson, Director of Financial Aid
Ex Officio: Cherry Callahan, Vice Chancellor for Student Affairs
Charlie Maimone, Vice Chancellor for Business Affairs
Larry Mayes, Associate Vice Provost for Institutional Research
54