Tuition and Student Fee Discussion for 2015-17 November 3, 2014 Agenda • • • • • Overview of Tuition and Fee Policy Comparisons Tuition Committee Fee Committee Discussion The University of North Carolina Establishing Tuition and Fees • The constitutional provisions for setting tuition are codified in General Statute 11611(7), which states, in part, "The Board (of Governors) shall set tuition and required fees at the institutions, not inconsistent with actions of the General Assembly.” • The UNC Policy Manual Chapter 100.1.1 https://www.northcarolina.edu/apps/policy/index.php?pg=vs&id=s474 Establishing 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.” Establishing 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.” Campus-initiated Tuition • “Campuses may request increases in tuition to provide revenue for specific purposes and programs.” • Revenues will be used to cover general operating inflationary increases and significant changes in fixed personnel costs, strategic investments that improve student outcomes, and faculty and staff compensation. Tuition and Fees Four-Year Plan 2015-16 through 2018-19 • Maximum tuition rate of increase for resident undergraduate students shall be 5% per year. • Allowable increases in student fees required for all students, other than debt service fees, are also capped at 5% annually. Tuition and Fees Four-Year Plan • 15% cap on total tuition dollars for needbased financial aid. • Combined tuition and fee rates for undergraduate residents shall remain in the bottom quartile of public peers. • Combined rates for nonresident undergraduate students should be market driven and reflect the full cost of providing a quality education. Tuition and Fees Four-Year Plan Tuition and fee rates will be set on a biennial basis. • 2015-16 and 2016-17 rates set in the winter of 2015 • 2017-18 and 2018-19 rates set in the winter of 2017 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 $8,646 in 2012-13 t0 $8,893 in 2013-14.” UNCG’s in-state undergraduate rates: $ 6,086 2012-13 $ 6,323 2013-14 $ 6,386 2014-15 How does UNCG compare with national peers? 2013-2014 Annual Rates Institution In-State Undergraduate Tuition and Fees Northern Illinois 12,346 Virginia Commonwealth 12,002 Bowling Green State University 10,726 Western Michigan 10,355 University of Louisville 9,946 Indiana University-Purdue University-Indianapolis 8,756 Old Dominion University 8,550 Georgia State University 8,368 Oregon State University 8,322 University of Memphis 8,312 Indiana State University 8,256 Portland State University 7,878 Middle Tennessee State University 7,546 Florida International University 6,496 UNC Greensboro 6,382 University of Central Florida 6,317 Incomplete Data Kent State University University of Southern Mississippi The University of Texas at Arlington How does UNCG compare within our system? 2014-2015 Annual Rates Institution In-State Undergraduate Tuition and Fees NC State 8,134 UNC Chapel Hill 8,128 Appalachian State 6,439 UNC Greensboro 6,386 UNC Wilmington 6,316 UNC Asheville 6,273 UNC Charlotte 6,180 Western Carolina 6,157 East Carolina 5,985 Winston-Salem State 5,624 NC A&T 5,536 NC Central 5,445 UNC Pembroke 5,207 Fayetteville State 4,631 Elizabeth City State 4,498 UNCG’s Budgeted Recurring State Appropriation per Budgeted In-State Full Time Equivalent Students Budgeted Appropriation per In-State Student FTE $2,590 Tuition In-State Undergraduate $3,243 $3,779 $3,454 $11,509 2009-10 $3,932 $10,950 2010-11 $9,668 $9,985 2011-12 2012-13 $9,569 2013-14 How does UNCG compare with national peers? 2013-2014 Tuition and Fees Institution Indiana University-Purdue University-Ind Virginia Commonwealth University Old Dominion University Western Michigan University University of Louisville Oregon State University Portland State University University of Memphis Middle Tennessee State University Georgia State University University of Central Florida Northern Illinois University UNC Greensboro Florida International University Bowling Green State University-Main Indiana State University Kent State University at Kent The University of Texas at Arlington University of Southern Mississippi Out-of-State Undergraduate Tuition & Fees 29,571 29,473 24,210 24,109 23,834 23,514 23,088 23,024 23,002 22,936 22,416 21,924 20,180 18,895 18,034 17,992 How does UNCG compare with national peers? 2013-2014 Tuition and Fees Institution Portland State University Oregon State University Western Michigan University Virginia Commonwealth University Northern Illinois University Bowling Green State University-Main Campus University of Louisville Florida International University Old Dominion University University of Memphis University of Central Florida Indiana University-Purdue University-Ind Middle Tennessee State University Georgia State University The University of North Carolina at Greensboro Indiana State University Kent State University at Kent The University of Texas at Arlington University of Southern Mississippi In-State Graduate Tuition & Fees 13,539 13,110 12,812 12,002 11,976 11,798 10,984 10,763 9,888 9,560 8,831 8,795 8,424 8,392 6,991 6,914 NA NA NA How does UNCG compare with national peers? 2013-2014 Tuition and Fees Institution University of Central Florida Western Michigan University Old Dominion University Indiana University-Purdue University-Ind Georgia State University Virginia Commonwealth University Florida International University University of Louisville Middle Tennessee State University University of Memphis Oregon State University Portland State University UNC Greensboro Northern Illinois University Bowling Green State University-Main Campus Indiana State University Kent State University at Kent University of Southern Mississippi The University of Texas at Arlington Out-of-State Graduate Tuition & Fees 28,616 26,139 25,152 23,991 23,944 23,081 22,861 22,642 21,150 20,738 20,643 20,451 20,440 20,192 19,106 13,394 NA NA NA How does UNCG compare on fees? 2014-2015 Athletic Activity Health Ed. & Tech. Facility ASG TOTAL ASU 701 623 268 495 579 1 2,667 UNCC 747 561 214 450 685 1 2,658 UNCA 730 720 346 473 337 1 2,607 WCU 688 572 296 544 387 1 2,488 WSSU 694 531 247 416 591 1 2,480 UNCG 696 378 275 397 707 1 2,454 UNCW 655 664 191 399 381 1 2,291 NCA&T 723 546 304 405 288 1 2,267 NCSU 232 601 310 428 525 1 2,097 ECU 631 599 235 342 218 1 2,026 UNCP 655 582 160 351 247 1 1,996 NCCU 749 476 243 401 120 1 1,990 FSU 618 493 151 310 315 1 1,888 ECSU 624 609 250 238 0 1 1,722 UNCCH 279 358 436 445 186 1 1,705 UNCG Tuition and Fee Process • For the past two months, two committees have reviewed proposals for campus-initiated tuition increases and student fee increases. • Today’s forums provide opportunities for the campus community to provide input before the committees make recommendations to the Chancellor. • Continued opportunities to provide input and feedback will be available through November 11, 2014 using the following email addresses: tuition@uncg.edu student.fees@uncg.edu Campus Initiated Tuition Committee Committee Chair: Simone Stephens, SGA President Alan Boyette, Vice Provost Student Leaders: Melissa Elmes, Graduate Student Dylan Frick, Undergraduate Student Zachary Vestal, Undergraduate Student Elizabeth Warren, Graduate Student Faculty Representatives: Gregory Grieve, Religious Studies Spoma Jovanovic, Communication Studies Eileen Kohlenberg, Nursing Professional Staff: Cherry Callahan, Vice Chancellor for Student Affairs Steve Honeycutt, Director of Financial Planning and Budgets Deborah Tollefson, Director of Financial Aid What are the Guiding Principles* of the UNCG Tuition Committee? 1. UNCG must remain affordable for its neediest students. 2. UNCG must not significantly increase its rank among the constituent UNC institutions in terms of cost. 3. Recommended actions are believed to provide positive contribution toward the quality of the students’ educational/learning experience. *These principles were established by UNCG’s first CITI Committee in Fall 2000 and observed by each subsequent committee. What would be the effect of a 1%-5% tuition increase? 2014-15 Resulting Increases for 2015-16 Tuition Rates 1% 2% 3% 4% 5% Undergraduate In-State Out-of-State 3,932.00 18,794.00 39.32 187.94 78.64 375.88 117.96 563.82 157.28 751.76 196.60 939.70 Graduate In-State Out-of-State 4,641.00 18,090.00 46.41 180.90 92.82 361.80 139.23 542.70 185.64 723.60 232.05 904.50 What would be the total tuition if a 1%-5% tuition increase was approved? 2014-15 Tuition Rates Resulting Rates for 2015-16 2% 3% 4% 1% Undergraduate In-State Out-of-State 3,932.00 18,794.00 3,971.32 18,981.94 4,010.64 19,169.88 4,049.96 19,357.82 4,089.28 19,545.76 4,128.60 19,733.70 Graduate In-State Out-of-State 4,641.00 18,090.00 4,687.41 18,270.90 4,733.82 18,451.80 4,780.23 18,632.70 4,826.64 18,813.60 4,873.05 18,994.50 5% How much revenue could be generated by a Campus-Initiated Tuition Increase? • 2015-16 Range – $0 (assumes no CITI) to $4.1 million (assumes 5%) • 2016-17 Range – $0 (assumes no CITI in 2015-16 or 2016-17) to $4.4 million (assumes 5% in 2015-16 and 2016-17) For 2015-16, each 1% CITI increase generates $820,000 in revenue. For 2016-17, revenue generated is dependent upon actual increase approved for 2015-16. What are the revenue needs that have been suggested to the Tuition Committee? 1. Strengthening student financial support - Need-based financial aid - Graduate assistantships 2. Retention of EPA faculty and professional staff 3. Improvement of student academic advising 4. Preserving quality across the University by offsetting years of budget reductions in functional areas impacting students and faculty Suggestion #1 Strengthening Student Financial Aid - Need based financial aid What is the average debt of graduates? Not reporting: ECSU, NCCU, UNCC, UNCSA, and WSSU Source: http://projectonstudentdebt.org/state_by_state-data.php What is the three year student loan default rate? What is the current financial aid situation at UNCG? • UNCG currently allocates 13.9% of tuition toward need-based financial aid • Board of Governors has set a maximum cap of 15% of tuition that can be used for need-based financial aid • UNCG could increase financial aid by $865,000 and 15% of any tuition increase to remain within the maximum allowed Suggestion #1 - Graduate assistantships Graduate Assistantship Stipend Levels at UNCG compared to National Averages, 2013-14* National Average UNCG Average Difference Teaching Assistantships Research Assistantships $13,893 $13,486 $7700 $7700 ($6193) ($5786) *Data represent average stipend levels across all disciplines and academic programs, and across all degree levels (e.g. MA, MS, MFA, PhD). Source: National Graduate Stipend Study, Oklahoma State University and UNCG Graduate School Suggestion #2 Retention of EPA Faculty and Professional Staff million was 5%. What is the salary increase history? Faculty 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 * 5% 0 0 0 1.2% 0 --- EPA NonFaculty 3% 0 0 0 1.2% 0 0 * 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. 2014-15 Faculty Salary Increase* (Allocation of $276,634 in salary increase funds) Number of UNCG faculty receiving increase: 182 of 842 Percent of UNCG faculty receiving increase: 21.6% Among those awarded salary increase: Average dollar amount of increase = $1,699 Average salary increase percentage = 1.98% *No salary increase provided to EPA professional staff (non-faculty) How does UNCG compare with national peers? 2013-2014 Average Faculty Salaries, in thousands Institution Florida International University University of Louisville Western Michigan University Georgia State University Old Dominion University Virginia Commonwealth University Indiana University-Purdue University-Ind Oregon State University University of Central Florida Kent State University University of Memphis Portland State University The University of Texas at Arlington Northern Illinois University UNC Greensboro Indiana State University Bowling Green State University Ohio University of Southern Mississippi Middle Tennessee State University Associate Assistant All Ranks Professor Professor Professor 87.5 84.6 82.2 80.7 79.7 79.1 78.3 78.2 78.1 76.6 75.5 74.9 74.5 72.8 72.7 70.5 66.5 64.5 N/A 120.2 115.5 101.7 120.7 114.1 118.0 113.6 112.1 120.6 109.9 108.1 101.6 105.9 98.5 108.0 95.6 99.3 87.3 N/A 90.3 77.8 75.5 79.1 81.3 82.9 81.1 88.0 82.4 82.0 73.9 76.3 82.0 75.5 76.1 71.0 65.9 66.7 N/A 81.4 64.5 64.5 75.0 70.1 71.7 68.8 77.2 69.7 71.3 64.5 65.5 68.5 68.3 69.8 64.2 63.0 61.6 N/A Suggestion #3 Improvement of student academic advising Support for academic advising improvement has been cited as a priority by the Student Government Association leadership for at least five consecutive years. Suggestion #4 Preserving quality across the University by off-setting years of budget reductions What is the history of budget reductions at UNCG? (In millions) 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 Permanent $ 1.5 $ 9.7 $ 7.3 $ 30.8 $ 0.3 $ 6.3 $ 11.5 Total $ Temporary $ 16.9 $ $ 8.6 $ $ 9.5 $ $ $ $ 1.9 $ $ 67.4 $ 36.9 $ Total 18.4 18.3 16.8 30.8 0.3 8.2 11.5 104.3 Student Fee Committee Committee Chair: Joseph Graham, SGA Vice President Cherry Callahan, Vice Chancellor for Student Affairs Students: Brenna Barnett (U) Kayla Hansen (U) Tom Gill (U) Erika Sisk (U) Faculty Members: Alice Hill, Languages, Literatures, and Cultures Chris Rhea, Kinesiology Patti Sink, Music Professional Staff: Steve Honeycutt, Director of Financial Planning & Budgets Charles Maimone, Vice Chancellor for Business Affairs Deborah Tollefson, Director of Financial Aid Derek Strong (G) Courtney Laganke (G) Elizabeth Warren (G) Cameron Davis (U) What are Fees? • “General fees” are – Activities – Athletics – Educational & Technology – Health – “ASG fee” • “Fees related to the Retirement of Debt” – Facilities Fee • Other Fees – Transportation – Registration What Does It Provide? Student Activities Fee 2014-15 Equipment Replacement 168,918 3% Leadership & Service Learning 419,244 8% Student Government General Fund 195,684 4% Safety Escort & ID Center 124,311 2% Elliott University Center 651,139 12% Campus Activities & Programs 1,097,183 20% Other (each less than 3%) 703,878 13% Campus Recreation 1,055,071 19% Facilities Maintenance 1,042,889 19% 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. 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 bandwidth expansion What does it provide? Health Fee • • • • • • Medical services Pharmacy Immunizations Lab/X-ray Psychiatry Counseling • Wellness programs (nutrition, eating disorders, smoking cessation, etc.) • Alcohol and drug programs Proposed Sustainability Fee (UNCG Green Fund) The Green Fund will support sustainability efforts on campus and governed by students with assistance from faculty and staff. The fund will invest in campus infrastructure to help meet the goals of the UNCG Climate Action Plan. 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.) Who Pays General Fees? • Students pay fees along with their tuition each semester. • Exceptions: – Distance learners who take no courses on campus pay only the Educational & Technology Fee. – Graduate students enrolled in fewer than 6 credit hours and undergraduates enrolled in fewer than 9 credit hours have the option of paying the health fee or they could pay for services at the “market rate” of the Greensboro community. Fee Increases currently under Consideration 2015-16 2014-15 Increase Proposals from Fee Receiving Units Currently under Consideration by Committee Percentage Increase Athletics $696 $39 $20.88 3% Activities $378 $22.11 $8.56 2.26% Health $275 $9.00 $9.00 3.27% Ed.&Tech. $397 $34.00 $23.00 5.79% 3.52% Overall How could the 2015-16 increases be used? Activity Fee: Inflationary cost of Spartan Card software, green fee, increased programming funds for CAB, OMA, and OLSL, additional Graduate Student Association support 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 Fee Increases currently under Consideration 2016-17 2015-16 Proposals from Fee Receiving Units Currently under Consideration by Committee Which would represent what % $0 $0 0% $145 $145 37.47% $0 $0 0% $0 $0 0% Athletics Activities Health Ed.&Tech. 8.02% Overall How could the 2016-17 activity fee increase be used? • The actual operating costs of the new recreation center (i.e., HVAC, maintaining equipment, etc.) are of course essential. • Expanded programs and services will transform Campus Recreation at UNCG. • Student wages would be over $900,000 for both undergraduate students and graduate assistants. • New staff are required for the new aquatics program which will be accessible to students far more than the current and failing pool in Rosenthal. • New staff will be required to manage special events and reservations in SRC such as career fairs, concerts, banquets, etc. as well as manage spaces for student organizations and academic classes. UNCG options for Tuition and Fees 2015-2016 (assumes 0% increase) Regular Term Tuition & Fees Increase Per Semester Tuition & Fees Increase Per Year Total Tuition & Fees In-State Undergraduate 0 0 $6,386 Out-of-State Undergraduate 0 0 $21,248 In-State Graduate Student 0 0 $7,095 Out-of-State Graduate Student 0 0 $20,544 UNCG Options for Tuition and Fees 2015-2016 (assumes 5% increase) Regular Term Tuition & Fees Increase Per Semester Tuition & Fees Increase Per Year Total Tuition & Fees In-State Undergraduate $141.95 $283.90 $6,669.90 Out-of-State Undergraduate $513.50 $1,027.00 $22,275.00 In-State Graduate Student $159.68 $319.35 $7,414.35 Out-of-State Graduate Student $495.90 $991.80 $21,535.80 Next Steps Written comments may be submitted to: student.fees@uncg.edu and tuition@uncg.edu Dec 5 Board of Trustees Meeting Feb 27 Board of Governors Meeting **Legislative session begins in January—could have impact on tuition and fees Discussion