Appendix G-1

Top 20 Business Plan

Key Assumptions
1. Strategies for Growth: The Business Plans
enrollment targets are based on the recommendations of the
Top 20 Task Force.
A. Undergraduate enrollment:
Increase by approximately 1,900 by 2012
Increase by 6,200 by 2020 [see NOTE].
No increase in the number of first-time freshmen until Fall
2008.
Decrease the percentage of first-year students who are
Kentucky residents from 79 percent to 75 percent by 2012.
b. Graduate and Professional enrollment and
Postdoctoral Appointees:

4. Tuition and Financial Aid:

a. Baseline projection
Tuition and mandatory fees are assumed to increase at an
annual rate of four percent for all categories of students
undergraduate and graduate, resident and non-resident.
The undergraduate financial aid discount rate (unrestricted
institutional aid as a percent of tuition) rises from 17% to
20% by 2012.
b. Funding the gap

Increase graduate and first professional enrollments by 750;

approximately 390 to be added by 2012.
Increase funding for doctoral students to provide full tuition
and $15,000 stipend.
Increase postdoctoral appointments by 375 by 2020.

Present various combinations of increases in state

appropriation and the corresponding increases in tuition
and mandatory fees to close the funding gap.
For nonresident students, tuition and mandatory fees rise by
half the percentage amount as for resident students above 4
percent
The formula to calculate the nonresident rate increase looks
like this:

2. Full-time Faculty: The Business Plans faculty targets

[4% + (% increase 4%) / 2)] = Nonresident Rate Increase.

For example, if the resident tuition rate increases by 10

percent, the rate for non-residents increases by 7 percent :
[4% + (10% 4%) /2 = 7%].

are based on the number of instructional faculty needed to

improve the undergraduate student-to-faculty ratio and the
number of research and instructional faculty required to
achieve research goals.
a. Number of full-time faculty
Increase the number of full-time faculty in the
undergraduate colleges by 500 by 2020.
Increase will be front-loaded, i.e., the number of faculty will
increase at a faster rate than student enrollments.
Increase the number of full-time faculty in the graduate and
first professional colleges by 125 by 2020.
b. Competitive faculty compensation Increase faculty salaries at a rate that will eliminate the gap
between the average salary for UK faculty and the median
faculty salary at UKs benchmark institutions by 2012.

3. Base Budget and Inflationary Increases: The

Business Plan is based on the 2005-06 General Funds budget
approved by the Board of Trustees and includes estimated
inflationary increases in the projection of all costs.

5. Facility Needs. The Business Plan determines facilities

needs using the Council on Postsecondary Educations space
model and the projected growth in students and faculty. The
model defines standards for assignable square feet required
by category of space (e.g., classroom, recreation, support,
and research laboratories).
CPEs recommended state-funded projects for UK, which
total $128 million, are included in the 2006-08 financing
projections.
Biological / Pharmaceutical Complex, Phase II - $79.9
million
Gatton Building Complex, Phase I - $40.5 million
Bio-Medical Research Building, Design - $7.6 million

NOTE: CPE is projecting enrollment goals for all institutions

based on the Commonwealths achieving the national
average of educational attainment by 2020. CPEs draft
model indicates that UK should be expected to enroll more
than an additional 10,000 undergraduate students by 2020.

Appendix G-2
FINANCIAL PLAN SUMMARY
Cumulative Funding Required
($ Millions)
2006

General Expense Budget

2012

2020

Variance

'06-'12

Faculty, including Librarians (see Appendix G-3)

Base (salaries increase 3.0% annually plus benefits)

Achieve Benchmark Median Compensation

'06-'20

$248
--

$311
$48

$395
$61

$64
$48

$147
$61

--$248

$30
($1)
$388

$110
($6)
$560

$30
($1)
$140

$110
($6)
$313

$170
-$110
--$8
--

$215
$6
$122
$6
$1
$11
$2

$273
$7
$145
$8
$2
$16
$11

$45
$6
$12
$6
$1
$3
$2

$102
$7
$35
$8
$2
$8
$11

$288

$363

$462

$74

$174

$30
$6
-$35

$37
$7
$4
$48

$47
$8
$16
$71

$8
$1
$4
$12

$18
$2
$16
$36

$25
---

$32
$5
$8

$43
$7
$20

$7
$5
$8

$19
$7
$20

$20
--$45

$26
$6
$4
$80

$35
$9
$15
$130

$5
$6
$4
$35

$15
$9
$15
$85

$59
$33
-$93

$75
$45
$13
$132

$95
$66
$47
$208

$15
$11
$13
$41

$35
$33
$47
$114

---$0

$8
$13
$49
$70

$16
$28
$88
$132

$8
$13
$49
$70

$16
$28
$88
$132

$467

$576

$710

$109

$243

$1,176

$1,657

$2,273

$483

$1,096

(faculty salaries increase additional 2.5% thru FY12)

Add 625 Faculty ($90k '06 salary, add 213 faculty by FY12)
Portion of Faculty Costs to be Grant Funded (5% of new positions)
Sub-Total
Academic Support

Base: Staff Compensation (salaries increase 3.0% annually plus benefits)

Staff Enhancements (FY07 = $5m, increases annually at 3.0%)
Base: Non-Compensation (operating expenses increase 2.5% annually)
New Faculty Start-Ups ($150k/faculty, increases 3.0% annually)
Support for New Graduate Students (see Appendix G-4)
Library: Books and Periodicals (increase annually at 5.0%)
Library: Support for New Faculty
($9.8k/new faculty, 2005-06 Operating Budget pg 80 / 1,890)

Sub-Total
Undergraduate Education

(2005-06 Operating Budget, pages 81, 83, 86, 89)

Base: Staff Compensation (salaries increase 3.0% annually plus benefits)

Base: Non-Compensation (operating expenses increase 2.5% annually)
Support for New Undergraduate Students (see Appendix G-4)
Sub-Total
Student Aid (2005-06 Operating Budget, page 88 - see also Appendix G-5)

Graduate
Base (increase at rate of tuition)
Increase Stipends to Benchmark Median
Support for 750 New Students
Undergraduate
Base (increase at rate of tuition)
Increase Discount Rate (from 16.8% to 20.0% by 2012)
Support for 6,200 New Students
Sub-Total

Support Services (2005-06 Operating Budget, pages 5 and 7)

Base: Staff Compensation (salaries increase 3.0% annually plus benefits)

Base: Non-Compensation (increase 5.0% annually (2.5% cpi, 2.5% util./IRIS))
Support for New Faculty (see Appendix G-6)
Sub-Total
New Facilities (see Appendix G-7)

Operating
Capital Renewal and Deferred Maintenance
Debt Service
Sub-Total
Hospital (revenue increases at rate of expenses)
Total General Fund Budget*

*may not total due to rounding

Appendix G-2 [cont.]

FINANCIAL PLAN SUMMARY
Cumulative Funding Provided
($ Millions)

2006

General Revenue Budget

2012

2020

Variance

'06-'12

State Appropriation (assumes no increase)

Mandated
Non-Mandated
Debt Service
Sub-Total

Tuition and Fees Revenue

Tuition Rate Increases 4.0% Annually

Enrollment Growth (undergraduate and graduate)
Nonresident 1st-Year Undergraduates Increases to 25% by FY12
Fees (mandatory registration increases 4.0% annually, others 3.0%)
Sub-Total
Investment Return

Base (increases annually at 3.0%)

Additional Endowment Return Available for Business Plan
Sub-Total
County Appropriations (increases annually at 3.0%)
Philanthropy

Base
Restricted (50% of future incremental gifts to available for business plan)
Sub-Total
Contracts with KMSF, Inc.
(increases at same rate as salaries and operating exp., about 3.2% annually)
Research Recovery

F&A Reimbursement (grows with direct research)

Increase in F&A Attributable to Faculty Growth and Increased Productivity
Sub-Total

'06-'20

$77
$229
$8
$314

$77
$229
$8
$314

$77
$229
$8
$314

$0
$0
$0
$0

$0
$0
$0
$0

$170

$215
$19
$8
$30
$271

$294
$82
$15
$41
$432

$45
$19
$8
$6
$78

$124
$82
$15
$17
$238

$8

$9
$3
$12

$11
$11
$22

$1
$3
$5

$4
$11
$15

$12

$14

$18

$2

$6

$1
-$1

$3
$5
$8

$4
$16
$21

$2
$5
$7

$3
$16
$19

$90

$113

$141

$22

$50

$17
-$17

$23
$9
$32

$39
$32
$71

$6
$9
$15

$22
$32
$54

$12

$16

$12

$16

$24
$194
$8

Internal Reallocation (10% of all base Support Services expenses)

Sales and Services (increases annually at 3.0%)

$21

$25

$32

$4

$11

Budgeted Carryforwards (increases with operating expenses at 2.5%)

$27

$31

$38

$4

$11

Other (increases annually at 3.0%)

$26

$31

$39

$5

$13

$466

$575

$708

$109

$242

$1,176

$1,439

$1,852

$263

$676

482 $
263 $
$218

1,097
676
$421

Hospital (revenue increases at rate of expenses)

Total General Fund Budget*

*may not total due to rounding

BUSINESS PLAN UNFUNDED
Annual Funding Required
Annual Funding Provided
Total Unfunded or "Funding Gap"

$
$

Salary Growth Rate

Base Salaries

Benefits Rate

Salary

2008

2009

2010

Appendix G-3

2012

2013

2014

PROJECTED FACULTY EXPENSES

($ Millions)

2011

2015

2016

2017

2018

2019

2020

3.0%

3.0%

3.0%

3.0%

3.0%

3.0%

3.0%

3.0%

Additional Salary Growth

Variance

2020

2007

3.0%

2012

2006

3.0%

$98
$395

3.0%

--

3.0%

$96
$383

$46
$15
$61

3.0%

--

625

3.0%

$93
$372

$44
$15
$59

3.0%

--

$90
$361

--

576

33.3%

$87
$351

--

$43
$14
$58

3.0%

$296
$85
$340

--

$42
$14
$56

522

33.3%

$82
$330

--

$41
$14
$54

3.0%

$287

$80
$321

--

$40
$13
$53

468

33.3%

$78
$311

--

$38
$13
$51

3.0%

$279

$75
$302

2.5%

$37
$12
$50

414

33.3%

$73
$294

2.5%

$36
$12
$48

3.0%

$271

$68
$282

2.5%

$29
$10
$39

358

33.3%

$64
$271

2.5%

$22
$7
$30

3.0%

$263

$56
$258

2.5%

$16
$5
$21

307

33.3%

$52
$248

2.5%

$10
$3
$13

3.0%

$255

$147

--

$5
$1
$6

260

Benchmark Median
----

3.0%

33.3%

$64

$61

Salary
Benefits
Sub-Total

213

6,200
435
0
6,635
500

3.0%

1,882
226
0
2,109
163

168

22,795
3,015
1,276
27,086
1,651
16.4

3.0%

22,226
2,989
1,276
26,491
1,610
16.5

123

21,660
2,963
1,276
25,899
1,564
16.6

3.0%

21,097
2,937
1,276
25,309
1,518
16.7

82

20,541
2,911
1,276
24,728
1,472
16.8

3.0%

19,995
2,885
1,276
24,156
1,426
16.9

54

19,465
2,858
1,276
23,599
1,386
17.0

3.0%

18,956
2,832
1,276
23,065
1,350
17.1

--

18,477
2,806
1,276
22,560
1,314
17.2

27

18,035
2,780
1,276
22,091
1,280
17.3

--

17,630
2,754
1,276
21,660
1,246
17.4

--

$248

$48

$110
($6)

33.3%

$30
($1)

$313

$241

$132
$44
$110
($6)

$140

33.3%

$128
$43
$98
($5)

$560

$234

$125
$41
$87
($4)

$536

33.3%

$121
$40
$75
($4)

$512

$227

$117
$39
$65
($3)

$489

33.3%

$114
$38
$54
($3)

$466

$220

$111
$37
$45
($2)

$445

32.0%

$107
$36
$37
($2)

$425

$214

$104
$35
$30
($1)

$406

30.7%

$101
$34
$23
($1)

$388

$208

$98
$33
$16
($1)

$362

27.8%

$95
$31
$10
($1)

$338

$202

$93
$28
$7
($0)
$313

26.5%

$90
$25
$3
($0)
$291

$196

----$267

17,266
2,696
1,276
21,238
1,212
17.5

Salary Growth Rate

Benefits
Sub-Total

$248

16,830
2,580
1,276
20,686
1,171
17.7

17,003
2,638
1,276
20,917
1,191
17.6

Add 625 Faculty

Add New Faculty
Average Salary ($000s)
Benefits ($000s)
Sub-Total
5% Grant Funding
Total

16,595
2,580
1,276
20,451
1,151
17.8

Student Faculty Ratio (as reported to US News)

Students

Undergraduate
Graduate
Part-Time
Total
Instructional Faculty
Ratio

2006

2007

2009

Appendix G-4

27.7%

$1.1

3.0%

2.5%

$0.4

30.6%

$1.2

3.0%

$1.9

$0.3

2.5%

$0.4

31.8%

$1.2

3.0%

$0.4

300

$2.0

$0.3

2.5%

$0.4

33.1%

$1.3

3.0%

$0.1

$0.1

$0.4

345

$2.0

$0.3

2.5%

$0.4

33.1%

$1.3

3.0%

1,882

$0.8

$0.1

$0.2

$0.5

390

$2.1

$0.3

2.5%

$0.4

33.1%

$1.3

3.0%

$1.1

$3.2

2,361

$0.9

$0.1

$0.2

$0.6

435

$2.1

$0.3

2.5%

$0.5

33.1%

$1.4

3.0%

$6.3

$0.9

$1.3

$4.0

2,870

$1.1

$0.2

$0.2

$0.7

480

$2.2

$0.3

2.5%

$0.5

33.1%

$1.4

3.0%

$7.7

$1.1

$1.6

$4.9

3,400

$1.2

$0.2

$0.3

$0.8

525

$2.3

$0.3

2.5%

$0.5

33.1%

$1.4

3.0%

$9.2

$1.3

$2.0

$5.9

3,946

$1.3

$0.2

$0.3

$0.9

570

$2.3

$0.3

2.5%

$0.5

33.1%

$1.5

3.0%

$10.8

$1.6

$2.3

$6.9

4,502

$1.5

$0.2

$0.3

$0.9

615

$2.4

$0.3

2.5%

$0.5

33.1%

$1.5

3.0%

$12.5

$1.8

$2.7

$8.0

5,065

$1.6

$0.2

$0.3

$1.0

660

$2.5

$0.4

2.5%

$0.5

33.1%

$1.6

3.0%

$14.3

$2.1

$3.0

$9.2

5,631

$1.8

$0.3

$0.4

$1.2

705

$2.5

$0.4

2.5%

$0.5

33.1%

$1.6

3.0%

$16.2

$2.3

$3.5

$10.4

6,200

$2.0

$0.3

$0.4

$1.3

750

$2.6

$0.4

2.5%

$0.6

33.1%

$1.7

3.0%

2020

$0.3
$0.3

200

$0.1

$0.7

$2.5

$0.7

2019

2.5%

$1.8

$0.2

$0.1

1,440

$0.8

$5.0

2018

$0.3

100

$0.1

$0.6

$1.9

$0.6

2017

$1.7

$0.1

$0.1

1,035

$0.6

$3.9

2016

$0.0

$0.4

$1.3

$0.4

2015

$0.0

$0.0

671

$0.4

$2.9

2014

--

$0.0

$0.2

$0.8

$0.3

2013

$1.1

$0.0

408

$0.3

$2.0

2012

26.4%

$0.0

$0.5

$0.2

2011

$0.3

235

$0.1

$1.3

2010

PROJECTED ACADEMIC AND SUPPORT SERVICES FOR "NEW STUDENTS"

($ Millions)

2008

--

$0.3

$0.1

22,302

5,195

17,107

Student Service Budget (2005-06 Operating Budget, pages 81, 83, 86, 89)
Salaries
$24.8
Benefits
$6.5
Operating Exp (net recharges)
$5.9
Total Budget
$37.3
Undergraduates
Graduates
Total

$0.3

$0.1

$0.7

Cost / Student ($000s)

$1.7

$0.1

Salary Growth Rate

New Graduates (cumulative)

Additional Funding Required
Salaries
Benefits
Non-Compensation
Total

$0.4

Non-Compensation
Total

Operating Exp Growth Rate

Benefits

Benefits Rate

Salaries

New Undergraduates (cumulative)

Additional Funding Required
Salaries
Benefits
Non-Compensation
Total

$1

2012

$16

$2

2020

Variance

$4

Total TA, GA, Fellows

Total Stipends '04 (Ms)
Avg Stipend (000s)
Benchmark (000s)
Difference (000s)
Total TA, GA, Fellows
Funding Need (Ms)

Graduate
Tuition Growth Rate

Base
Median Stipends by FY12
Constant Dollars
Inflation Adj. 3.0%
Add 750 Graduates
New Students
Tuition Discount (100%)
Stipends
Total
% on General Budget
$ on General Budget
Aid on General Budget
Sub-Total

Tuition Growth Rate

Undergraduate
Base
Discount Rate
Enrollment Growth

Enrollment Growth Aid

Sub-Total
Undergrad. Tuition (exc. summer)
Discount Rate

Total

1,296
$14.9
$11.5
$15.0
($3.5)
1,296
$4.6

Appendix G-5
PROJECTED STUDENT FINANCIAL AID EXPENSE
($ Millions)

$37.0

4.0%

$4.6
$6.3

$38.5

4.0%

$13.7
33%
$4.6
$16.2
$62.8

660
$11.7

$4.6
$6.5

$40.1

4.0%

$33.7
$8.9

4.0%

$15.1
33%
$5.0
$18.0
$66.4

705
$13.0

$4.6
$6.7

6,200

$35.1
$9.5

4.0%

$16.5
33%
$5.5
$19.9
$70.2

750
$14.3

Variance

2020

2020
4.0%

615
$10.5

4.0%

5,631

$299

$15.2
$59.7

2012

2019

$35.6

$4.6
$6.1

$12.4
33%
$4.1
$14.6
$59.4

$32.4
$8.3

$13.4
$56.0

20.0%

2018
4.0%

570
$9.3

4.0%

5,065

$280

2017

$34.2

$4.6
$5.9

$11.2
33%
$3.7
$13.0
$56.2

$31.2
$7.8

$11.7
$52.5

20.0%

2016

4.0%

525
$8.3

4.0%

4,502

$263

2015

$32.9

$4.6
$5.8

$10.0
33%
$3.3
$11.6
$53.1

$30.0
$7.3

$10.2
$49.2

20.0%

2014

4.0%

480
$7.3

4.0%

3,946

$246

2013

$31.6

$4.6
$5.6

$8.9
33%
$3.0
$10.2
$50.2

$28.8
$6.8

$8.7
$46.0

20.0%

2012

4.0%

435
$6.3

4.0%

3,400

$230

2011

$30.4
$4.6
$5.4

$7.8
33%
$2.6
$8.9
$47.4

$27.7
$6.4

$7.4
$43.0

20.0%

2010
4.0%

390
$5.5

4.0%

2,870

$215

2009

$29.2
$3.8
$4.4

$6.8
33%
$2.3
$7.7
$44.7

$26.7
$6.0

$6.1
$40.2

20.0%

2008
4.0%

345
$4.6

4.0%

2,361

$201

2007

$28.0
$3.0
$3.4

$5.8
33%
$1.9
$6.6
$41.3

$25.6
$5.6

$4.9
$37.6

20.0%

2006
4.0%

300
$3.9

4.0%

1,882

$188

$19

$26.9
$2.3
$2.5

$4.9
33%
$1.6
$5.5
$38.1

$24.7
$4.6

$3.8
$35.1

20.0%

$7

4.0%

200
$2.5

4.0%

1,440

$175

4.0%

$25.9
$1.5
$1.6

$3.2
33%
$1.1
$3.5
$34.1

$23.7
$3.7

$2.9
$32.2

20.0%

$129.9

$43.4

--

100
$1.2

4.0%

1,035

$164

$122.4

4.0%

$24.9
$0.8
$0.8

$1.5
33%
$0.5
$1.7
$30.2

$22.8
$2.8

$2.0
$29.4

19.7%

$115.3

$41.7

--0
$0.0

4.0%

671

$153

$108.6

$7

--$0.0
33%
$0.0
$0.0
$26.6

$21.9
$1.9

$1.3
$26.9

19.3%

$102.2

$5

----

4.0%

408

$143

$96.2

$4.6
$6.9

$24.9

$21.1
$0.9

$0.8
$24.6

18.8%

$90.4

$20

--

235

$135

$85.0

$8

--

$20.3

$0.4
$22.4

18.2%

$79.8

$15
$9

--

$128

$73.5

$5
$6

-$20.3

17.6%

$67.5

$15
$120

$60.9

$4

16.8%

$54.8

$85

$49.1

$35

$45.1

Support Services
Salaries
Benefits
Non-Compensation
Total Budget
1,890

$48.6
$13.5
$30.5
$92.6

Appendix G-6
PROJECTED SUPPORT SERVICES FOR NEW FACULTY
($ Millions)

3.0%

2020

3.0%

2019

3.0%

34.9%

$38.9

2018

3.0%

34.9%

$37.8

2017

3.0%

34.9%

$36.7

2016

3.0%

34.9%

$35.6

2015

3.0%

34.9%

$34.6

2014

3.0%

34.9%

$33.6

2013

3.0%

34.9%

$32.6

2012

3.0%

34.9%

$31.6

2011

3.0%
34.9%

$30.7

2010

3.0%
34.9%

$29.8

2009

2007

3.0%
34.9%

$28.9

2008

2006

3.0%
33.5%

2.5%

$13.6

$28.1

2.5%

$13.2

32.1%

2.5%

$12.8

$27.3

2.5%

$12.4

29.1%

2.5%

$12.1

$26.5

2.5%

$11.7

$22.8
$75.3

2.5%

$22.3
$73.2

625

$11.4

$21.7
$71.2

576

$24.3
$8.5
$14.3
$47.1

2.5%

$21.2
$69.2

522

$21.8
$7.6
$12.8
$42.2

$11.0

$20.7
$67.3

468

$19.1
$6.7
$11.3
$37.2

2.5%

$20.2
$65.4

414

$16.7
$5.8
$9.9
$32.4

$10.7

$19.7
$63.6

358

$14.3
$5.0
$8.6
$27.9

2.5%

$19.2
$61.9

307

$12.0
$4.2
$7.2
$23.4

$10.4

$18.7
$60.2

260

$10.0
$3.5
$6.0
$19.5

2.5%

$18.3
$58.5

213

$8.2
$2.9
$5.0
$16.1

$10.1
$17.8
$56.9

168

$6.5
$2.3
$4.0
$12.8

2.5%

$17.4
$54.9
123

$5.0
$1.7
$3.1
$9.8

$9.4

$17.0
$53.0
82

$3.6
$1.2
$2.2
$7.0

2.5%

$16.6
$50.8
54

$2.3
$0.8
$1.4
$4.5

$8.8

27

$1.5
$0.5
$0.9
$2.9

2.5%

$0.7
$0.2
$0.4
$1.4

$7.7

27.8%

$7.1
-$16.2
$49.0

-$25.7

Number of Faculty

Salary Growth Rate

Cost / Faculty ($000s)

Benefits Rate

Salaries

Operating Exp. Growth Rate

Benefits
Non-Compensation
Total
New Faculty (cumulative)
Additional Funding Required
Salaries
Benefits
Non-Compensation
Total

2012

$47

2020

Variance

$13

Classrooms / Labs
ASF Needed
CPE Deficit (000's)
ASF Need for Growth

2006

$0

0
$333

335
1.06
316

Appendix G-7

2008

362

2009

10
8
8
26
12
12

464

2010

18

10
8
8
26
12
12

450

2011

20

10
8
8
26
13
13

488

2012

21

10
8
8
26
14
14

524

2013

22

10
8
8
26
14
14

554

2014

23

10
8
8
26
15
15

575

2015

24

10
8
8
26
15
15

591

2016

$460
$11

24

10
8
8
26
16
16

600

2017

$474
$12

24

10
8
8
26
16
16

609

2018

$488
$12

24

10
8
8
26
16
16

611

2019

$503
$12

25

10
8
8
26
16
16

613

2020

123

2,272

2012

245

6,950

2020

FACILITY NEEDS

0
10
8
8
26
9
9
19

$447
$11

Cumulative

10
8
8
26
0
0
14

$434
$10

2007

$421
$9

64

119

$409
$9

476
1.27
376
11
350

40

40

505
1.30
387
12
350

42

42

537
1.34
399
12
350

$37

71
$522

43

43

570
1.38
412
12
350

$40

74
$538

44

44

605
1.43
424
13
350

$42

76
$554

46

46

642
1.47
437
13
350

$45

78
$570

47

47

682
1.51
451
13
350

$47

81
$587

48

48

723
1.56
464
14
350

$50

83
$605

50

50

768
1.60
479
14
350

$153

$397
$8

449
1.23
365
10
350

38

38

$35

69
$507

$68

$385
$7

423
1.19
355
10
350

37

37

$33

67
$492

1,070

$374
$7

399
1.16
344
10
350

36

36

$30

63
$478

710

$363
$5

35

$28

61
$464

$846

$353
$0

473

$27

59
$450

$517

$342
$41

788
$437

438

$344

377
1.13
335

$0

0
$424

355
1.09
325

$88

212
$412

127

New Students
508
ASF Need per Student (CPE guidelines)
Classrooms
10
Teaching Labs
8
Open Labs
8
Total
26
ASF for Growth (000's)
13
Total ASF (000's)
0
77
Cost
ASF / 0.65 = GSF
Cost / GSF (full-scope)

Total Cost ($Ms)

Research
ASF Needed
Research Volume

CPE Deficit (000's)

ASF Need for Growth
Nominal ($Ms)
Inflation Factor
Real ($Ms)

$400

Increment
CPE ASF Guideline per $100k Research
ASF Needed for Grouwth (000's)
Total ASF (000's)
127
Cost
ASF / 0.60 = GSF
Cost / GSF (full-scope)

Total Cost ($Ms)

Recreation
ASF Needed
CPE Deficit (000's)
ASF Need for Growth

New Undergraduates
FTE
CPE Guideline/FTE
ASF Need (000's)

New Graduates
FTE
CPE Guideline/FTE
ASF Need (000's)

New Staff
FTE (1 per 5 student fte)
CPE Guideline/FTE
ASF Need (000's)

ASF for Growth (000's)

Total ASF (000's)
Cost
ASF / 0.75 = GSF
Cost / GSF (full-scope)

Total Cost ($Ms)

Support
ASF Need for Growth

2006

$0

0
$250

$250

New Faculty
Office Guideline (per faculty)
New Students
General Guideline (per student)
Total ASF (000's)
Cost
ASF / 0.65 = GSF
Cost / GSF (full-scope)

Total Cost ($Ms)

Appendix G-7

2017

2018

FACILITY NEEDS
2016

Cumulative

2020

2015

2012

2014

2020

2013

564
12
7

2019

2012

555
12
7

2011

546
12
7

45
3
0

2010

530
12
6

45
3
0

2009

509
12
6

45
3
0

123
2
0
7
7

2008

479
12
6

45
3
0

122
2
0
7
7

10

2007

443
12
5

45
3
0

122
2
0
7
7

10

129

405
12
5

45
3
0

120
2
0
7
7

10

$378
$4

6,200

364
12
4
45
3
0

118
2
0
7
7

$367
$4

1,882

671
12
8
45
3
0

115
2
0
7
7

$356
$3

568
12
7

0
12
0
45
3
0

111
2
0
6
6

$346
$3

566
12
7

0
12
0
100
3
0

105
2
0
6
6

$336
$3

750

200
3
1
98
2
0
6
6

$326
$3

49
195
613
21
22

390

0
3
0
90
2
0
5
5

$317
$3

54
195
611
21
23

35

45
3
0

0
3
0
93
2
0
5
5
7

$307
$3

54
195
609
21
23

36

1,390

174
2
0
9
138
7

$299
$2

54
195
600
21
23

36

$378
$13

454

0
2
0
0
0
184

$290
$2

56
195
591
21
23

36

$367
$13

80
209

0
2
0
0
0
0

$281
$2

51
195
575
21
22

36

$356
$13

25
153

$273
$50

47
195
554
21
21

34

$346
$12

$81

$265
$0

47
195
524
21
20

32

$336
$12

$56

$258
$0

45
195
488
21
19

31

$326
$11

625

45
195
450
21
18

29

$317
$10

213

41
195
464
21
18

28

$307
$10

6,950

82
195
871
21
34

27

$299
$9

2,272

0
195
0
21
0

53

$290
$8

268

0
195
0
21
0

$281
$8

89
0

$273
$14

$133

$265
$0

$39

$258
$0

Residence Hall
New Undergraduates
New Beds for 30% Students
Cost per Bed ($000's)
Cost ($Ms)
Renovation
Total Cost ($Ms)
Financial Need ($Ms)
New Construction
Cost
Less Residence Hall
Less Facilities Gifts
Debt Issued
Debt Service (5%, 20yr)
Operating Expenses
Research ASF
Cost per ASF
Other ASF (x Residence)
Cost per ASF

Sub-Total (cumulative)
Faculty Leases
Number of Faculty
ASF per Faculty
Lease per ASF
Total (cumulative)
Total (cumulative)
Restoration (2%, x Residence)
Total

Appendix G-7

2007

$0

0
0
$76
$0

2008

$489
($75)
($1)
$413
$9

671
201
$79
$16
$59
$75

2009

36
$8
35
$5
$6

$52
($9)
($1)
$42
$43

$9

364
109
$81
$9

2010

37
$8
35
$5
$6

$73
($28)
($1)
$44
$46

405
121
$83
$10
$18
$28

2011

213
195
$20
$1
$8
$13
$70

38
$8
37
$5
$7

$107
($58)
($2)
$47
$49

443
133
$86
$11
$46
$58

2012

260
195
$21
$1
$8
$15
$76

40
$9
40
$5
$8

$66
($13)
($3)
$51
$53

$13

479
144
$89
$13

2013

307
195
$22
$1
$9
$16
$83

42
$9
42
$5
$8

$121
($63)
($3)
$55
$57

509
153
$91
$14
$49
$63

2014

358
195
$22
$1
$10
$18
$90

43
$9
44
$5
$9

$76
($15)
($3)
$58
$62

$15

530
159
$94
$15

2015

414
195
$23
$1
$11
$20
$97

44
$9
46
$5
$10

$104
($39)
($3)
$62
$66

546
164
$97
$16
$23
$39

2016

468
195
$24
$1
$12
$22
$105

46
$10
46
$6
$11

$109
($41)
($3)
$65
$71

555
167
$100
$17
$24
$41

2017

522
195
$24
$1
$13
$24
$113

47
$10
46
$6
$12

$90
($17)
($2)
$70
$77

$17

564
169
$103
$17

2018

576
195
$25
$1
$14
$26
$122

48
$10
46
$6
$13

$119
($43)
($3)
$73
$82

566
170
$106
$18
$26
$43

2019

625
195
$26
$1
$16
$28
$132

50
$11
46
$6
$14

$124
($45)
($3)
$77
$88

568
171
$109
$19
$26
$45

2020

$856 $1,666
($176) ($452)
($17)
($39)
$663 $1,174
$49
$88

$46
$130
$176

1,882
565

2012

$174
$278
$452

6,200
1,860

2020

FACILITY NEEDS

0
0
$74
$0
$7
$7

$0
$0
($9)
($9)
$10
473
$8
181
$4
$1

168
195
$20
$1
$7
$12
$65

Cumulative

$135
($7)
($2)
$126
$0
0
$7
0
$4
$1
123
195
$19
$0
$6
$11
$60

2006

$0
$0
$0
$0
$0
127
$7
77
$4
$0
82
195
$19
$0
$2
$3
$14

$72

0
$7
0
$4
$0
54
195
$18
$0
$1
$3
$14

$16
$28
$132

27
195
$18
$0
$0
$0
$0

$8
$13
$70

0
195
$17
$0
$0
$0
$0

2002

Actual
2003

Appendix G-8

Projection
2012

2020

Base

Total

Annual Growth Rates

'04-'12

PROJECTED RESEARCH EXPENDITURES REPORTED TO NSF

($ Millions)

2004

Total

Annual Growth Rates

'12-'20

Base

New
Faculty [1]

437

7.0%

New
Faculty [1]

254

414

5.0%

7.0%

7.0%

130
--

131

6.0%

2.5%

120
114

76

60

4.5%

100
100

52
35

8.7%

--

49
22

7.0%

1.9%

CPE Goals
48
18

7.6%

6.8%

Gov't / Industry
14

600

627

Federal

Other

--

365

2.1%

6.2%

3.0%
6.0%

2.0%

4.1%

190

141
1.3%

203

111

4.7%

174

94

768

187

85

476

--

74
298

500
125

272

163
50

236

162

CPE Goals

Sub-Total
Institutional
Total
New Faculty (cumulative)
Instructional
Medicine and Professional Schools

[1] Assumes new faculty split research 70% federal and 30% non-federal.