The University of North Carolina
GENERAL ADMINISTRATION
POST OFFICE BOX 2688, CHAPEL HILL, NC 27515-2688
Telephone: (919) 962-1000
September 9, 2014
2015-17 Budget Memorandum – Number 1
TO:
The Chancellors
FROM:
Katharine E. Stewart, VP for Academic Planning & Quality
Jonathan C. Pruitt, Senior Associate VP for Finance
SUBJECT: 2015-17 Enrollment Planning and Budgeting
In order to prepare the 2015-17 Budget Priorities, each campus
should analyze enrollment for 2014-15 and provide projections for
2015-16 and 2016-17. The process, as outlined in this memo, may
result in funding adjustments due to projected enrollment changes in
the 2015-17 Budget Priorities.
We continue to request information related to headcounts, student
credit hours and average annual FTEs for the regular term as well as
headcounts and student credit hours for distance education. This
data will be collected through the web-based system. Please provide a
list of appropriate individuals to be granted access to the system
(indicate whether person should be viewer, submitter, or approver) to
Karen Russell (ktr@northcarolina.edu) by Wednesday, September 17.
We will follow with system access instructions to the individuals that
are identified.
The required reports submitted via the online system for your campus
will serve as the starting point for developing the Board of Governors’
request for enrollment change funding for 2015-17 to the General
Assembly. The due dates for campus submissions are as follows:
October 6: NCCU, UNCA, UNCC, UNCG, WCU
October 8: ASU, ECSU, FSU, UNC-CH, WSSU, NCSSM
October 10: ECU, NCA&T, NCSU, UNCP, UNCW, UNCSA
The updated Enrollment Change Funding Model Manual will be
posted on the web-based enrollment system.
As in the past,
enrollment in Early College High Schools and enrollment of
nonresident students taking distance education courses from a
MEMO TO: The Chancellors
Page Two
September 9, 2014
location outside the state are non-fundable enrollments and should be
excluded from your submission.
In addition, please note that the full
scholarship provision (G.S. 116-143.6) gives eligibility for in-state tuition rates
only to students on academic scholarships.
We strongly encourage you to establish an interdisciplinary team on your
campus to participate in the enrollment projection process. The individuals on
your team should have expertise in institutional research and data analysis,
budget and finance, and enrollment planning, including both distance
education and regular term enrollments.
Campus enrollment projections submitted to General Administration should be
fully vetted by your campus enrollment team to ensure consistency with the
Enrollment Change Funding Model Manual and all applicable policies and
statutes governing enrollment.
Enrollment projections must include an accompanying memorandum that
explains (1) the biennial enrollment projection process used by the
campus and (2) a description of how the projections reflect the
assessments of performance and restraints on enrollment change. Also,
please provide a list of the individuals and their titles included on the
enrollment budgeting team and a summary of any significant deviations
from the process or methodology used to develop previous enrollment
projections.
Upon submission, the campus enrollment projections will undergo an internal
analysis that may necessitate a meeting between the enrollment planning and
budgeting teams at General Administration and your campus. When the
process within GA is completed, each campus will submit final confirmation of
the projections.
If you have any questions about preparing your estimates, please refer them to
Andrea Poole at 919-962-3136 (arpoole@northcarolina.edu).
Thank you for your cooperation.
cc: Chief Academic Officers
Chief Fiscal Officers
Directors of Institutional Research
Budget Officers