presented to: board of trustees december 2, 2013 2014-15 tuition & fees 1

Presented to: Board of Trustees December 2, 2013 2014-15 Tuition & Fees 1

2 Table of Contents Overview of BOG GuidancePages 3 - 6 Tuition Recommendations Details7 10 Mandatory Student Fees11 19 Room + Board Rates20 26 Summary of Changes / Compliance w/ BOG Guidance27 31

Overview of BOG Guidance 3

Year 4 of 2 nd 4-Year Plan Maximum Allowable Increases - 6.5% (undergraduate resident students) Tuition reduced by 1% for every 1% increase in appropriations / FTE above the historic 6% rate. Fees applies only to general fees (no debt service) Combined tuition & fee rates for resident undergraduates shall remain within the bottom quarter of each campus public peers, as approved by Board of Governors. In addition, combined rates for non-resident undergraduate students should be market- driven... 4 BOG Guidance

Student Involvement Collaboration Committee co-chaired by Provost and Student Body President UNCW: Provost & SGA Vice President Inclusiveness Student representation should be diverse, comprised of students representing various populations on the campus. UNCW: SGA, GSA, Non-traditional students Transparency Establish multiple communications methods to inform students (social media, websites, facebook, etc.) UNCW: Websites (Budget Office, SGA), Facebook, Twitter Timeliness Start appointing committees, scheduling forums, using social media outlets, etc. involve students...beginning October 1 through December 1 st of each academic year. UNCW: Two student forums (10/15 and 10/17) 5 BOG Guidance (cont.)

BOG Guidance (cont.) Cost of Student Textbooks BOG Guidance directive: if institutions do not show satisfactory effort towards lowering the cost of textbooks, they will not be allowed to increase tuition and fee rates. BOG has set three (3) criteria dealing w/ textbooks: Calculations of average textbooks costs for undergraduate students A progress report on the implementation of guaranteed buyback or rental program Calculations of on-time adoptions rate by faculty 6

FY 2014-15 Campus-Initiated Tuition Increases 7

Undergraduate Students: Residents President Ross has indicated that he does not intend to recommend any campus-initiated tuition increases Non-Residents Through SL 2013-360 legislature approved, for UNCW, a 12.3% tuition increase in FY 2014-15 ($1,988.01 increase) Increase in revenue offset by loss of appropriations (~ $3.5M) Graduate Students: Analysis shows that graduate student enrollment still highly inelastici.e., demand decreases as tuition increases Due to the small number of graduate students any nominal rate increase generates very few dollars Requirements: The campus did not submit any requests for new tuition revenue The committee discussed but elected not to propose any additional requests Unified Budget Process programmatic budget needs wont be developed until next spring Committee recommendations: request no Campus Initiated Tuition Increases for FY 2014-15 8 Committee Considerations

FY 13-14 RateExpected Increase FY 14-15 Rates% Increase Undergraduate Students In-State$4,026.00$0.00$4,026.000.0% Out-State$16,162.72$1,988.00$18,150.7212.3% Graduate Students In-State$4,162.74$0.00$4,162.740.0% Out-State$16,098.18$0.00$16,098.180.0% MBA Students In-State$4,972.28$0.00$4,972.280.0% Out-State$16,640.26$0.00$16,640.260.0% MSA Students In-State$4,744.58$0.00$4,744.580.0% Out-State$16,640.26$0.00$16,640.260.0% 9 Expected FY 2014-15 Tuition Rates

FY 2014-15 U/G Non-Residents 10 S.L.2013-360 increases FY 14-15 tuition for undergraduate non- resident students, as follows: 12.3% increase: NCA&T, UNC-CH, UNCW and UNC-SA 6.0% increase: ASU, ECU, ECSU, FSU, NCCU, UNCA, UNCG, UNCP, WCU, WSSU No increase: NCSU, UNCC The revenue generated ($27.2M) through tuition increases will be offset by a corresponding reduction to each institutions appropriations (no new funds). UNCW: ~ $3.5M

Mandatory Student Fees FY 2014-15 11

General Fees (subject to 6.5% cap) (Cap = $116.46) General Fees - shall be fixed by the Board of Governors upon the recommendation of the Chancellor and the President. Current FeeProposed FeeRequested 2013-142014-15Increase Athletics$538.55$654.55$116.00 Health Services190.50190.50n/a Student Activities **664.15664.15n/a Educational & Technology398.50398.50n/a Total request:$1,791.70$1,907.70$116.00 ** Student Activities: Student Support, Media, SGA, Union, Campus Recreation, Postal, Athletic Facilities, Cultural Events, ID/Debit Card, Leadership, Commencement 12

General Athletics Fee Requested 2013-14 Fee2014-15 RequestIncrease% Change $538.55$654.55$116.0021.6% Committee Recommendations / Comments: $116.00 (21.6% increase) Recommend full funding for the following: Personnel ($331K) 2 medical trainers, Associate AD Business, teaching responsibilities removed, salary equity increases trainers, baseball Spirit group ($40K) travel, operating Scholarships ($263K) 2% increase each year for three years Transportation alternatives ($25K) professional buses versus coach- driven vans Marketing ($20K) raise sponsorship support Balance the overall budget ($621K) Sports medicine trainer Assistant golf coach Resume IMG contract Pep Band Director stipend Reduce Mens Basketball guaranteed game requirement 13 Institutions:FY 13-14 North Carolina Central University$748.88 UNC-Asheville$700.00 Western Carolina University$688.00 UNC-Charlotte$683.00 Appalachian State University$668.00 North Carolina A&T State University$663.00 East Carolina University$631.00 UNC-Pembroke$624.00 UNC-Greensboro$622.00 Fayetteville State University$618.00 Elizabeth City State University$585.54 Winston-Salem State University$579.00 UNC-Wilmington$538.55 UNC-Chapel Hill$279.00 North Carolina State University$232.00

Institution UNC-Greensboro$707.00 UNC-Charlotte$635.00 North Carolina State University$554.50 Appalachian State University$546.00 Winston-Salem State University$460.00 UNC-Wilmington$448.40 Western Carolina University$387.00 East Carolina University$318.00 Fayetteville State University$315.00 UNC-Asheville$310.00 UNC-Pembroke$210.00 North Carolina School of the Arts$200.00 North Carolina A&T State University$188.00 UNC-Chapel Hill$185.85 North Carolina Central University$120.00 Elizabeth City State University$0.00 Indebtedness Fees Requested 2013-14 Fee2014-15 RequestIncrease% Change $448.40$381.00($67.40)-15.0% Fee decrease supports the following: Current feeProposed feeChange Recreation Expansion216.40201.00(15.40) Union Expansion212.00175.00(37.00) Westside (DePaolo Hall)20.005.00(15.00) Totals$448.40$381.00($67.40) Justification: Reviewed both enrollment and interest rates in financing models to refinance debt at more favorable interest rates Proposed reductions and modeled future revenues have been stress-tested 14

Proposal to Reduce Student Debt Service Fee Assumptions: - 11,450 Students (FTEs) - 0% Federal Interest Rate Subsidy 15

Student Census Trends 16

Student Government Association held two open forums 10/15 & 10/17 in midday and evening hours Locations: Fisher Student Union and Leutze Hall Additional student polling was also utilized Both midday and evening hours Locations: Fisher Student Union (Hawks Nest) and Wagoner Dining Hall While debt service fee reduction was discussed with students, SGA felt it important to get students thoughts /concerns on Athletics fee by itself Results $116 Athletics Fee Increase: 68.03% In favor (200 votes), 31.97% Opposed (94 votes) 294 students polled Student Government members remained neutral Did not vote in these polls 17 Student Feedback

FY 2014-15 UNCW Mandatory Fee Requests Committee Current FeeRecommendation 2013-142014-15Increase General Fees (Part of 6.5% Cap) Athletics$538.55$654.55$116.00 Health Services190.50190.500.00 Student Activities 664.15664.150.00 Educational & Technology398.50398.500.00 Indebtedness (Excluded from 6.5% Cap)448.40381.00(67.40) Special Fees (Excluded from 6.5% Cap)0.000.000.00 Miscellaneous (Excluded from 6.5% Cap) Transportation$76.00$76.000.00 Association of Student Govt (ASG)1.001.000.00 Total request$2,317.10$2,365.70$48.60 FY 2014-15 UNCW Mandatory Fees = 2.1% increase $116.00 18

FY 2014-15 Combined Tuition & Mandatory Fees Undergraduate Resident (Academic Year):FY 2013-14FY 2013-14Change Regular Term Tuition$4,026.00$4,026.00$0.00 Mandatory Fees General Fees1,791.701,907.70116.00 Debt Service448.40381.00(67.40) Special0.000.000.00 Miscellaneous77.0077.000.00 Total Tuition + Mandatory Fees$6,343.10$6,391.70$48.600.77% Undergraduate Non-Resident$18,479.81$20,516.41$2,036.6011.02% Graduate Resident$6,479.84$6,528.44$48.600.75% Graduate Non-Resident$18,415.28$18,463.88$48.600.26% 19

Room + Board Rates 20

Proposed Room Rates Housing Types (Per Semester)2013-142014-15Increase Double rooms $2,402 $2,474$72.00 Belk, Galloway, Graham, Hewlett, Schwartz Suite Double rooms $2,716 $2,797$81.00 Honors, International, Double Suite, Cornerstone Apartments and Single Suites $2,909 $2,996$87.00 Seahawk Crossing $3,035$3,156$121.00 4-, 6-, 8-person suites Year-Round Leases (Annual Rates) Seahawk Village / Landing Two-Bedroom$7,804$8,117$313.00 Three-Bedroom$7,584$7,887$303.00 Four-Bedroom$7,264$7,556$292.00 Seahawk Crossing$7,284$7,575$291.00 FY 2014-15 rates increases over FY 2013-14: 3.0% - Housing Services Main; 4.0% - Seahawk Complexes) 21

Room Rate Justification Research of housing rates: Comparable to UNC-system institutions, UNCW national peer institutions and off-campus housing costs in Wilmington Increases in room rates will provide: Cost of living increases impacting most of the Housing budget: Utilities (3.7% - electricity; 3.0% sewer and water) Insurance 3% Administrative Support 2.6% Capital outlays (~ $1M): Furniture replacement, safety items (bike racks, etc.), sustainability initiatives (recycling, water bottle refill stations), office upgrades, University Apartments flooring, HVAC Belk, Hewlett/Graham Meet debt service coverage requirement of 1.10x for future years Transfer to BB&T for Maintenance & Equipment Reserve Fund: SV / SL / SC - $175.00 per bed (escalated by 3% annually, currently averages $201 per bed) Housing System engineering study identify maintenance required of aging facilities 22

Residential Meal Plans Students with Mandatory Plans Select One Plan Meals +Food Dollars Semester Price Semester Incr ($) Price Incr (%) 14 Plan 14 meals weekly$225$1,598$00% 10 Plan 10 meals weekly$300$1,598$00% Seahawk 140 140 meals$425$1,598$00% Proposed Board Rates FY 14-15 (Per Semester) 23 No change from FY 2013-14

Residential Meal Plans Students with Mandatory Plans Select One Plan Meals +Food Dollars* Semester Price Tax Included on Bills is on Prepaid Meals Only* Total Cost on Student Bill 14 Plan 14 meals weekly$225$1,598$96.11$1,694.11 10 Plan 10 meals weekly$300$1,598$90.86$1,688.86 Seahawk 140 140 meals$425$1,598$82.11$1,680.11 Proposed Board Rates FY 14-15 (Per Semester) 24 * Prepaid meals are taxed up front, the same as a prepaid cellular charge. This is in accordance with NC DOR instructions. In addition to the prepaid tax on meals, food dollars are taxed as used at the register, also in accordance with the new law. The tax on purchases with food dollars does decrease the buying power of the food dollars. For these three mandatory semester plans, the total tax paid, if all food dollars are used, is 7%, or $111.86. Thus the total cost of a meal plan priced at $1,598.00 is $1,709.86.

Combined FY 14-15 Room + Board Rates 25 Effective Fall, 2014 Per Semester Double Rooms (14 Plus $225 Meal Plan)$4,072 Suite Double Rooms (14 Plus $225 Meal Plan)$4,395 Suite/Apartment Single Rooms (Seahawk 140 + $425 Meal Plan)$4,594 Seahawk Crossing (Seahawk 140 + $425 Meal Plan)$4,754 Per Year Seahawk Village / Landing (Seahawk 140 + $425 Meal Plan) Two bedroom$11,313 Three bedroom$11,083 Four bedroom$10,752 Seahawk Crossing (Seahawk 140 + $425 Meal Plan)$10,771 * This equates to a combined (Room + Board) increase of 2% Housing Main; 3% Seahawk Complexes

Board of Governors Textbook Report The average cost of new and used textbooks for undergraduate students for an academic year increased by 18% (Avg. New, $1,105.16, and Avg. Used $832.09, after buyback). The previous year (FY12) costs increased 2.5%. In FY10 and FY11, costs declined. The variance is primarily due to publisher price increases and increased use of technology. Students continue to avail themselves of more savings options, including rental. Faculty continue to seek ways to deliver coursework with No Textbook Required; 29% of spring adoptions Faculty frequently use open internet sources and digital course guides. 26

Summary of Changes Compliance w/ BOG Guidance 27

Compliance w/ BOG Guidance requests for increases in campus-initiated tuition In addition, combined rates for non-resident undergraduate students should be market-driven. Combined tuition & fee rates for resident undergraduates shall remain within the bottom quarter of each campus public peers. 28

Institution FY 2013-14 Undergraduate Resident Students Tuition & Fees University of North Carolina-Wilmington$6,266 California State University Chico$6,972 Murray State University$7,044 Truman State University$7,368 University of Northern Iowa$7,685 SUNY at Binghamton$8,144 Towson University$8,342 University of Wisconsin-Eau Claire$8,709 California Polytechnic University San Luis Obispo$8,724 Western Washington University$8,863 James Madison University$9,176 University of Maryland-Baltimore County$10,068 College of Charleston$10,490 University of Maine$10,600 The University of Texas at Dallas$11,806 Rowan University$12,380 The College of New Jersey$14,730 College of William and Mary$15,463 29 UNCW Peer Institutions ( Approved by Board of Governors, October 2011) Source: College Board $1,419

Compliance w/ BOG Guidance (cont.) all fees requiring Board review and approval including general fees, indebtedness fees, special fees and application fees must be justified students are an integral part of the tuition and fee process Tuition & Fee requests not to exceed cap(s) for resident undergraduate students Recommendations:CapRequestDifference Tuition none authorized$0$0 n/a General Fees (6.5%)$116.46$116.00-$0.46 Total $116.46$116.00-$0.46 30

UNCW Student Financial Commitment FY 2013-14 to FY 2014-15 Example: Undergraduate, North Carolina resident, lives in Galloway Hall, owns a car (park on campus) and needs medical insurance. Undergraduate Resident (Academic Year):FY 2013-14FY 2014-15Change Regular Term Tuition$4,026.00$4,026.00$0.00 Mandatory Fees General Fees1,791.701,907.70116.00 Debt Service448.40381.00(67.40) Special0.000.000.00 Miscellaneous77.0077.000.00 Postal mailbox charge22.0022.000.00 Room 4,804.004,948.00144.00 Board (14 Plus $225 Plan)3,196.003,196.000.00 Parking Fee (Resident)350.00350.000.00 Medical Insurance1,376.001,528.00152.00 Total (w/ Med Ins)$16,091.10$16,435.70$344.602.14% Total (w/o Med Ins)$14,715.10$14,907.70$192.601.31% Undergraduate Non-Resident W/ Med Insurance$28,227.81$30,560.41$2,332.608.26% W/O Med Insurance$26,851.81$29,032.41$2,180.608.12% Graduate Resident W/ Med Insurance, No Room + Board$8,227.83$8,428.44$200.602.44% W/O Med Insurance, No Room + Board$6,851.84$6,900.44$48.600.71% Graduate Non-Resident W/ Med Insurance, No Room + Board$20,163.28$20,363.88$200.600.99% W/O Med Insurance, No Room + Board$18,787.28$18,835.88$48.600.26% 31

Backup Slides 32

Miscellaneous Non-Mandatory Fees 33 No non-mandatory fee requests submitted Current Non-Mandatory Fees Amount Freshmen Orientation Fee (Summer)$ 130.00 Freshmen Orientation Fee (Fall)120.00 Orientation Extension Program20.00 Cameron School of Business Graduate Orientation Fee 150.00 Cameron School of Business MS CIS Orientation Fee 150.00 School of Nursing Graduate Orientation Fee 75.00 Graduate School Tuition Deposit 50.00 Returned Check Fee25.00 Placement Center Service Fee20.00 Parking (Resident) Fee350.00 Scuba Diving Fee80.00 Sailing Fee80.00 Nursing Simulation Lab Fee50.00 Duplicate Diploma Fee50.00 Transcript Fee8.00 Credit Card Transaction Fee25.00 Resident Mailbox Fee22.00 Pre-NCLEX Testing Fee530.00 WSE Out-of-Area Internship1,000.00 Graduate Application Fee6.00

Peer and UNC Comparisons 34

Institution FY 2012-13 Undergraduate Resident Students Tuition & Fees University of North Carolina-Wilmington$6,122 Murray State University$6,840 Truman State University$7,216 California State University Chico $7,438 University of Northern Iowa$7,635 SUNY at Binghamton$7,645 Towson University$8,132 University of Wisconsin-Eau Claire$8,685 Western Washington University$8,805 James Madison University$8,808 California Polytechnic University San Luis Obispo$8,958 University of Maryland-Baltimore County$9,764 College of Charleston$9,918 University of Maine$10,594 The University of Texas at Dallas$11,592 Rowan University$12,380 College of William and Mary$13,570 The College of New Jersey$14,378 35 UNCW Peer Institutions ( Approved by Board of Governors, October 2011) Source: College Board $1,513

FY 2013-14 Tuition (Resident U/G) Institution UNC-Chapel Hill$6,423 North Carolina State University$6,038 UNC-Wilmington$4,026 East Carolina University$3,959 UNC-Greensboro$3,932 Appalachian State University$3,772 UNC-Asheville$3,666 Western Carolina University$3,669 UNC-Charlotte$3,522 North Carolina Central University$3,455 North Carolina A&T State University$3,270 UNC-Pembroke$3,211 Winston-Salem State University$3,144 Elizabeth City State University$2,776 Fayetteville State University$2,743 36

FY 2013-14 Tuition (Non-Resident U/G) Institution UNC-Chapel Hill$28,205 North Carolina State University$19,493 East Carolina University$18,072 UNC-Greensboro$17,730 UNC-Asheville$17,488 UNC-Wilmington$16,163 UNC-Charlotte$16,051 Appalachian State University$15,980 North Carolina A&T State University$14,351 North Carolina Central University$14,028 Elizabeth City State University$13,633 Fayetteville State University$13,539 Western Carolina University$13,266 UNC-Pembroke$12,418 Winston-Salem State University$11,957 37

FY 2013-14 Tuition (Resident Grad) Institution UNC-Chapel Hill$8,343 North Carolina State University$7,173 UNC-Greensboro$4,541 UNC-Asheville$4,371 North Carolina A&T State University$4,345 North Carolina Central University$4,335 Appalachian State University$4,303 East Carolina University$4,223 UNC-Wilmington$4,163 Western Carolina University$4,098 UNC-Charlotte$4,008 Winston-Salem State University$3,721 UNC-Pembroke$3,310 Fayetteville State University$3,191 Elizabeth City State University$2,916 38

FY 2013-14 Tuition (Non-Resident Grad) Institution UNC-Chapel Hill$25,554 North Carolina State University$19,511 UNC-Greensboro$17,990 UNC-Asheville$17,816 North Carolina A&T State University$16,750 East Carolina University$16,540 UNC-Charlotte$16,295 Appalachian State University$16,248 UNC-Wilmington$16,098 North Carolina Central University$15,984 Elizabeth City State University$14,199 Fayetteville State University$14,039 Western Carolina University$13,684 Winston-Salem State University$12,680 UNC-Pembroke$12,637 39

FY 2013-14 Fees (Applications - Undergraduates) Institution UNC-Chapel Hill$80.00 North Carolina State University$75.00 UNC-Wilmington$75.00 East Carolina University$70.00 UNC-Charlotte$60.00 UNC-Asheville$60.00 Appalachian State University$55.00 UNC-Greensboro$55.00 Western Carolina University$55.00 Winston-Salem State University$50.00 North Carolina A&T State University$45.00 UNC-Pembroke$45.00 Fayetteville State University$40.00 North Carolina Central University$30.00 Elizabeth City State University$30.00 40

FY 2013-14 Fees (Athletics) Institutions: North Carolina Central University$748.88 UNC-Asheville$700.00Non-Football Western Carolina University$688.00 UNC-Charlotte$683.00 Appalachian State University$668.00 North Carolina A&T State University$663.00 East Carolina University$631.00 UNC-Pembroke$624.00 UNC-Greensboro$622.00Non-Football Fayetteville State University$618.00 Elizabeth City State University$585.54 Winston-Salem State University$579.00 UNC-Wilmington$538.55Non-Football UNC-Chapel Hill$279.00 North Carolina State University$232.00 41

FY 2013-14 Fees (Health Services) Institution North Carolina School of the Arts$820.00 UNC-Chapel Hill$436.00 UNC-Asheville$316.00 North Carolina A&T State University$278.50 Western Carolina University$278.00 North Carolina State University$277.02 UNC-Greensboro$273.00 Appalachian State University$268.00 Elizabeth City State University$250.27 Winston-Salem State University$247.00 North Carolina Central University$242.66 East Carolina University$235.00 UNC-Wilmington$190.50 UNC-Charlotte$187.00 UNC-Pembroke$160.00 Fayetteville State University$141.00 42

FY 2013-14 Fees (Student Activities) Institution UNC-Asheville$720.00 North Carolina School of the Arts - College Students$678.00 UNC-Wilmington$664.15 Appalachian State University$613.00 Elizabeth City State University$608.84 East Carolina University$599.00 UNC-Charlotte$557.00 North Carolina State University$544.13 UNC-Pembroke$537.00 Winston-Salem State University$530.70 Western Carolina University$530.00 North Carolina A&T State University$520.50 North Carolina Central University - U/G$476.40 Fayetteville State University$463.00 UNC-Greensboro$402.00 UNC-Chapel Hill U/G$354.27 43

FY 2013-14 Fees (Ed & Tech) Institution Western Carolina University$544.00 Appalachian State University$489.00 North Carolina School of the Arts$484.00 UNC-Chapel Hill$444.86 UNC-Charlotte$425.00 Winston-Salem State University$416.46 North Carolina State University$409.50 UNC-Asheville$409.00 North Carolina Central University$401.15 UNC-Wilmington$398.50 North Carolina A&T State University$394.50 UNC-Greensboro$386.00 East Carolina University$342.00 UNC-Pembroke$321.00 Fayetteville State University$300.00 Elizabeth City State University$207.00 44

FY 2013-14 Fees (General Fees Total) (Athletics + Health + Ed & Tech + Student Activities) UNC Asheville$2,145.00 Appalachian State University$2,058.00 Western Carolina University$2,040.00 North Carolina Central University$1,869.09 North Carolina A&T State University$1,856.50 UNC Charlotte$1,852.00 East Carolina University$1,807.00 UNC Wilmington$1,791.70 Winston-Salem State University$1,773.16 UNC Greensboro$1,683.00 Elizabeth City State University$1,651.65 UNC Pembroke$1,642.00 Fayetteville State University$1,522.00 UNC Chapel Hill$1,514.13 North Carolina State University$1,462.65 Does not include Debt nor Miscellaneous Fees 45

FY 2013-14 Fees (Indebtedness) Institution UNC-Greensboro$707.00 UNC-Charlotte$635.00 North Carolina State University$554.50 Appalachian State University$546.00 Winston-Salem State University$460.00 UNC-Wilmington$448.40 Western Carolina University$387.00 East Carolina University$318.00 Fayetteville State University$315.00 UNC-Asheville$310.00 UNC-Pembroke$210.00 North Carolina School of the Arts$200.00 North Carolina A&T State University$188.00 UNC-Chapel Hill$185.85 North Carolina Central University$120.00 Elizabeth City State University$0.00 46

Historical Tuition and Fee Data 47

Student Tuition Resident Students FY 07-08 thru FY 13-14 8.6%1.9% 6.5% 16.0% Note: In FY 2010-11, CITI increase was 2%, coupled with $411 supplemental tuition increase to meet legislative reductions. In FY 2012-13, CITI increases included 6.5%, coupled with yar-1 catch-up of $308.00. 6.5% 6.3% 48

Student Tuition Non-Resident Students FY 07-08 thru FY 13-14 1.8% 2.0% 6.5% 5.0% Note: In FY 2010-11, CITI increase was 2%, coupled with $412 supplemental tuition increase to meet legislative reductions. In FY 2012-13, CITI increase was 3.3%, coupled with $300.00 year -1 catch-up for undergraduate non-resident students. 6.3% 4.9% 6.5% 49

2009-10 2010-11 2011-12 2012-13 2013-14 In-StateOut-of-StateIn-StateOut-of-StateIn-StateOut-of-StateIn-StateOut-of-StateIn-StateOut-of-State UNCW$4,874$15,756$5,416$16,515$5,672$17,492$6,122$18,225$6,266$18,403 California State University - Chico$4,664$16,496$5,620$16,780$6,882$18,042$7,438$18,598$6,972$18,132 Murray State University$5,976$16,236$6,264$17,040$6,576$17,892$6,840$18,600$7,044$19,164 Truman State University$6,692$11,543$6,692$12,090$7,012$12,556$7,216$12,952$7,368$13,240 University of Northern Iowa$6,636$14,900$7,008$15,348$7,350$16,106$7,635$16,721$7,685$17,181 SUNY University - Binghamton$6,761$14,661$6,881$15,291$7,216$15,326$7,645$16,795$8,144$18,464 Towson University$7,418$18,232$7,656$19,114$7,906$19,418$8,132$19,754$8,342$20,020 University of Wisconsin - Eau Claire$6,633$14,202$7,360$14,933$8,025$15,598$8,685$16,258$8,709$16,282 California Poly State University$5,826$17,358$6,480$17,640$7,921$19,081$8,958$20,181$8,724$19,884 Western Washington University$6,159$17,190$6,859$17,205$7,758$18,105$8,805$19,152$8,863$19,752 James Madison University$7,244$19,376$7,860$20,624$8,448$21,738$8,808$22,796$9,176$23,654 University of Maryland - Baltimore County$8,872$18,213$9,171$19,108$9,467$19,870$9,764$20,825$10,068$21,642 College of Charleston$8,988$21,846$10,314$23,172$9,616$24,330$9,918$25,304$10,490$26,954 University of Maine$9,626$23,876$10,142$25,172$10,588$26,308$10,594$27,454$10,600$27,970 University of Texas at Dallas$10,340$23,730$10,744$25,866$11,168$28,194$11,592$29,266$11,806$30,378 Rowan University$11,234$18,308$11,676$19,034$12,018$19,598$12,380$20,186$12,380$20,186 The College of New Jersey$12,722$21,408$13,549$22,679$13,887$23,696$14,378$24,530$14,730$25,135 College of William and Mary$10,800$30,592$12,188$33,212$13,132$35,409$13,570$36,753$15,463$37,851 50 Peer Comparisons Tuition & Mandatory Fees

2009-10 2010-11 2011-12 2012-13 2013-14 In-StateOut-of-StateIn-StateOut-of-StateIn-StateOut-of-StateIn-StateOut-of-StateIn-StateOut-of-State Appalachian State$4,425$15,046$5,175$16,487$5,538$17,586$5,859$17,907$6,356$18,564 East Carolina$4,271$15,105$5,076$17,831$5,317$17,896$5,869$19,683$6,143$20,256 Elizabeth City State$3,031$12,080$3,639$13,276$3,829$13,572$4,491$15,209$4,428$15,285 Fayetteville State$3,177$13,520$3,756$14,220$4,459$15,071$4,394$15,098$4,580$15,376 NC A&T$3,696$13,138$4,416$13,858$4,668$14,302$5,059$15,657$5,315$16,396 NC Central$3,862$13,931$4,479$15,052$4,720$15,293$5,119$15,692$5,444$16,017 NC State$5,474$17,959$6,529$19,064$7,018$19,853$7,788$20,953$8,055$21,510 UNC Asheville$4,411$16,128$4,772$17,544$5,393$19,025$5,866$19,682$6,121$19,943 UNC Chapel Hill$5,625$23,513$5,922$25,286$7,008$26,834$7,694$28,446$8,340$30,122 UNC Charlotte$4,427$15,039$5,138$16,185$5,440$17,205$5,873$18,402$6,009$18,538 UNC Greensboro$4,234$15,995$4,520$16,734$5,493$18,018$6,086$19,884$6,322$20,120 UNC Pembroke$3,737$12,944$4,140$13,347$4,668$13,875$4,867$14,074$5,063$14,270 UNCW$4,874$15,756$5,416$16,515$5,672$17,492$6,122$18,225$6,266$18,403 Western Carolina$4,330$13,927$5,124$14,721$5,250$14,847$6,139$15,736$6,096$15,693 Winston-Salem State$3,522$12,508$4,088$13,234$4,513$13,626$4,960$14,110$5,377$14,190 51 UNC Schools Comparisons Tuition & Mandatory Fees

UNCW Campus-Initiated Tuition Increases Undergraduates Fiscal YearIn-StateOut-State FY 2000-01$120.00$200.00 FY 2001-02$115.00$200.00 FY 2002-03$200.00$200.00 FY 2003-04NoneNone FY 2004-05$225.00$360.00 FY 2005-06***$225.00 FY 2006-07$293.00$293.00 FY 2007-08$192.00$220.00 FY 2008-09$46.00$250.00 FY 2009-10$106.00$821.00 FY 2010-11$463.50$680.50 FY 2011-12$196.85$918.29 FY 2012-13$517.65$800.00 FY 2013-14$283.00$316.92 *** BOG disapproved undergraduate, in-state increase 52

UNCW Campus-Initiated Tuition Increases Graduate Students Fiscal YearIn-StateOut-State FY 2000-01$20.00$40.00 FY 2001-02$115.00$200.00 FY 2002-03$311.00$1,355.00 FY 2003-04NoneNone FY 2004-05$225.00$360.00 FY 2005-06$225.00$225.00 FY 2006-07$293.00$293.00 FY 2007-08$192.00$220.00 FY 2008-09$55.00$250.00 FY 2009-10$180.00$834.00 FY 2010-11$471.60$685.60 FY 2011-12$222.34$932.66 FY 2012-13$236.79$500.00 FY 2013-14$283.00$316.92 53

Enrollment and Tuition Elasticity 54

Freshmen 55 20032004200520062007200820092010201120122013 OS Fr. Application264728863027298629163207 35994001428950135154 OS Fr. Offers92315741327151413751399 14401480142417941894 % Change -4.6%70.5%-15.7%14.1%-9.2%1.7%2.9%2.8%-3.8%26.0%5.6% OS Fr. Enrolled 237381315437344327308367337356332 OS Fr. Yield % 25.68%24.21%23.74%28.86%25.02%23.37%21.39%24.80%23.67%19.84%17.53% OS Tuition and Fees $12,937$13,336$13,630$14,035$14,361$14,694$15,593$16,515$17,492$18,302$18,480 % Change 6.10%3.08%2.21%2.98%2.32% 6.12%5.91%5.92%4.63%0.97% OS Cost of Attendance $21,427$22,535$22,737$23,872$24,725$25,418$26,726$27,780$29,152 $30,540$32,737 % Change 3.00%5.17%0.90%4.99%3.57%2.80%5.15%3.94%4.94%4.76%7.19%

Transfers 56 Transfer20032004200520062007200820092010201120122013 OS Tr. Application 57460364368067162775292511231119916 OS Tr. Offers 364403448510421407474601701808604 % Change -4.6%10.7%11.2%13.8%-17.5%-3.3%16.5%26.8%16.6%15.3%-25.2% OS Tr. Enrolled 191206186239178183215224230276231 OS Tr. Yield % 25.68%51.12%41.52%46.86%42.28%44.96%45.36%37.27%32.81%34.16%38.25% OS Tuition and Fees $12,937$13,336$13,630$14,035$14,361$14,694$15,593$16,515$17,492$18,302$18,480 % Change 6.10%3.08%2.21%2.98%2.32% 6.12%5.91%5.92%4.63%0.97% OS Cost of Attendance $21,427$22,535$22,737$23,872$24,725$25,418$26,726$27,780$29,152 $30,540$32,737 % Change 3.00%5.17%0.90%4.99%3.57%2.80%5.15%3.94%4.94%4.76%7.19%

High Ability 20092010201120122013 SAT12781284127512761257 Admitted13801330155317711894 Enrolled372313390348339 Yield Rate26.96%23.53%25.11%19.65%17.50% OS Tuition and Fees $15,593$16,515$17,492$18,302$18,480 % Change 6.12%5.91%5.92%4.63%0.97% OS Cost of Attendance $26,726$27,780$29,152$30,540$32,737 % Change 5.15%3.94%4.94%4.76%7.19% 57

SAT Profile 58 20032004200520062007200820092010201120122013 Overall11041126113411491157115611661170 1176 1190 In State 109711221127114311491145115611621169 1185 Out of State 11471146117411781197121312201209121512001211

59 Tuition Elasticity Tuition elasticity measures the responsiveness of a student's enrollment decision to changes in a college's tuition. The higher the ratio the more sensitive enrollment is to changes in tuition costs. Source: Tuition Elasticity: Student responsiveness to Tuition Increases, Hanover Research, June 28, 2012 [Ed] = % chg in enrollment / % chg in tuition Demand:Increase in TuitionDecrease in Tuition Price ElasticityEnrollmentRevenueEnrollmentRevenue Elasticn > 1decrease increase Unitaryn = 1decreaseconstantincreaseconstant Inelasticn < 1decreaseincrease decrease Definitions: Source: Nonresident Tuition and Fees at SUNY, The Nelson A Rockefeller Institute of Government, Higher Education, February 22, 2010 Elastic - demand decreases in response to small increase in price. Inelastic - price increase results in only a small change in demand.

UNCW Enrollment Elasticity Cost vs. Quality Data 60 2001200220032004200520062007200820092010201120122013 OS Tuition and Fees$10,006$12,193$12,937$13,336$13,630$14,035$14,361$14,694$15,593$16,515$17,492$18,302$18,480 % Change3.05%21.86%6.10%3.08%2.21%2.98%2.32% 6.12%5.91%5.92%4.63%0.97% OS Cost of Attendance$18,476$20,803$21,427$22,535$22,737$23,872$24,725$25,418$26,726$27,780$29,152 $30,540$32,737 % Change3.34%12.59%3.00%5.17%0.90%4.99%3.57%2.80%5.15%3.94%4.94%4.76%7.19% Freshman New Freshman 1,9961,6401,7721,8971,9421,9871,9202,0731,9491,9921,9802,0501,939 OS New Freshman 390258237381315437344327308367337356332 OS %19.54%15.73%13.37%20.08%16.22%21.99%17.92%15.77%15.80%18.42%17.02%17.37%17.12% OS Fr. Application1561219626472886302729862916320735994001428950135154 OS Fr. Offers12729679231574132715141375139914401480142417941894 OS Fr. IE507295273456377508404391380421403429406 OS Fr. Enrolled 390258237381315437344327308367337356332 OS Fr. Yield %30.66%26.68%25.68%24.21%23.74%28.86%25.02%23.37%21.39%24.80%23.67%19.84%17.53% SAT Profile In State Avg. Score 10851099109711221127114311491145115611621169 1185 Out of State Avg. Score 1116114611471146117411781197121312201209121512001211 Transfers New Transfers 9649981,1691,2341,2281,3211,2071,1871,2191,2651,4021,6131,544 OS New Transfer 169170191206186239178183215224230276231 OS %17.53%17.03%16.34%16.69%15.15%18.09%14.75%15.42%17.64%17.71%16.41%17.11%14.96% OS Tr. Application56962457460364368067162775292511231119916 OS Tr. Offers362334364403448510421407474601701808604 OS Tr. IE 201223329402463549407 OS TR Enrolled 169170191206186239178183215224230276231 OS Tr. Yield %46.69%50.90%52.47%51.12%41.52%46.86%42.28%44.96%45.36%37.27%32.81%34.16%38.25% Enrollment UG Enrollment996399521012410514107231095511026113111159111770119501235112428 OS UG Enrollment1438137713351420141815791647161116411778177418451825 OS UG Enrollment %14.43%13.84%13.19%13.51%13.22%14.41%14.94%14.24%14.16%15.11%14.85%14.94%14.68%

Financial Aid Data 61

Total Tuition IncreaseFinancial Aid F/Aid as % of total FY 2014-15$0 No CITI FY 2013-14$3,513,988$803,36122% FY 2012-13$6,595,116$1,648,77925% FY 2011-12$3,887,882$1,166,36530% FY 2010-11$939,966$470,55650% FY 2009-10$2,408,889$981,15741% FY 2008-09$755,986$188,98625% FY 2007-08$2,093,892$869,29242% FY 2006-07$3,100,819$634,97920% FY 2005-06$455,850$00% FY 2004-05$2,561,809$135,0005% FY 2003-04$0 No CITI Totals$26,314,197$6,898,47526.2% 62 Financial Aid as % of Total CITI Revenue 12-Year History

63 Cost of Attendance - Undergraduate In State Out of State On/Off CampusFamily HomeOn/Off CampusFamily Home Tuition and Fees$6,343 $18,479 Room and Board$8,624$3,196$8,624$3,196 Books and Suppplies$1,030 Transportation$1,610 Loan Origination Fee$64 Miscellaneous Fee$1,480 Health Insurance$1,450 Total$20,601$15,173$32,737$27,309

64 Cost of Attendance - Graduate In-StateOut of State Tuition and Fees$6,479$18,415 Room and Board$9,490 Books and Suppplies$644 Transportation$1,664 Loan Origination Fee$140 Miscellaneous Fee$1,904 Health Insurance$1,450 Total$21,771$33,707

Historic Student Indebtedness 65

UNCW Student Financial Commitment FY 2012-13 to FY 2013-14 Example: Undergraduate, North Carolina resident, lives in Galloway Hall, owns a car (park on campus) and needs medical insurance. Undergraduate Resident (Academic Year):FY 2012-13FY 2013-14Change Regular Term Tuition$3,743.00$4,026.00$283.00 Mandatory Fees General Fees1,690.701,791.70101.00 Debt Service688.00448.40(239.60) Special0.000.000.00 Miscellaneous77.0077.000.00 Postal mailbox charge22.0022.000.00 Room 4,620.004,804.00184.00 Board (14 Plus $225 Plan)3,110.003,196.0086.00 Parking Fee (Resident)330.00330.000.00 Medical Insurance1,418.001,418.000.00 Total (w/ Med Ins)$15,698.70$16,113.10$414.402.64% Total (w/o Med Ins)$14,280.70$14,695.10$414.402.90% Undergraduate Non-Resident W/ Med Insurance$27,801.49$28,249.81$448.321.61% W/O Med Insurance$26,383.49$26,831.81$448.321.70% Graduate Resident W/ Med Insurance, No Room + Board$8,105.43$8,249.83$144.401.78% W/O Med Insurance, No Room + Board$6,687.43$6,831.83$144.402.16% Graduate Non-Resident W/ Med Insurance, No Room + Board$20,006.96$20,185.28$178.320.89% W/O Med Insurance, No Room + Board$18,588.96$18,767.28$178.320.96% 66

UNCW Student Financial Commitment FY 2011-12 to FY 2012-13 Example: Undergraduate student, North Carolina resident, lives in Galloway Hall, owns a car (park on campus) and needs medical insurance. Financial Commitment (Academic Year): FY 2011-12FY 2012-13Change Regular Term Tuition$3,225.36$3,743.00$517.65 Mandatory Fees General Fees1,681.201,690.709.50 Debt Service688.00688.000.00 Special0.000.000.00 Miscellaneous77.0077.000.00 Postal mailbox charge22.0022.000.00 Room 4,400.004,620.00220.00 Board (14 Plus $220 Plan)2,990.003,110.00120.00 Parking Fee (Resident)330.00330.000.00 Medical Insurance791.001,418.0098.88 Total $14,204.56$15,698.70$1,494.14 (10.5 % increase ) 67

UNCW Student Financial Commitment FY 2010-11 to FY 2011-12 Example: Undergraduate student, North Carolina resident, lives in Galloway Hall, owns a car (park on campus) and needs medical insurance. Financial Commitment (Academic Year): FY 2010-11FY 2011-12Change Regular Term Tuition$3,028.50$3,128.50$100.00 Mandatory Fees General Fees1,605.401,681.2075.80 Debt Service688.00688.000.00 Special20.000.00(20.00) Miscellaneous74.0077.003.00 Postal mailbox charge22.0022.000.00 Room 4,190.004,400.00210.00 Board (10 Plus $225 Plan)2,880.002,920.0040.00 Parking Fee300.00300.000.00 Medical Insurance336.50336.500.00 Total $13,144.40$13,593.20$408.80 (3.1 % increase ) 68

Example: Undergraduate student, North Carolina resident, lives in Galloway Hall and owns a car (park on campus). Financial Commitment (Academic Year): FY 2009-10FY 2010-11Change Regular Term Tuition$2,565.00$3,028.50$463.50 Mandatory Fees General Fees1,599.801,605.405.60 Debt Service708.00688.00(20.00) Special20.0020.00n/a Miscellaneous74.0074.008.00 Postal mailbox charge22.0022.00n/a Room & Board (9 Plus $250 Plan) 6,988.007,070.0082.00 Parking Fee300.00300.00n/a Total $12,276.80$12,889.90$613.10 (5.0% increase) 69 UNCW Student Financial Commitment FY 2009-10 to FY 2010-11

Example: Undergraduate student, North Carolina resident, lives in Galloway Hall and owns a car (park on campus). Financial Commitment (Academic Year): FY 2008-09FY 2009-10Change Regular Term Tuition$2,459.00$2,565.00$106.00 Mandatory Fees General Fees1,530.151,599.8069.65 Debt Service452.00708.00256.00 Special20.0020.00n/a Miscellaneous66.0074.008.00 Postal mailbox charge22.0022.00n/a Room & Board (9 Plus $250 Plan) 6,720.006,988.00268.00 Parking Fee270.00300.0030.00 Total $11,539.15$12,276.80$737.65 (6.4% increase) 70 UNCW Student Financial Commitment FY 2008-09 to FY 2009-10

Example: Undergraduate student, North Carolina resident, lives in Galloway Hall and owns a car (park on campus). Financial Commitment (Academic Year): FY 2007-08FY 2008-09Change Regular Term Tuition$2,413.00$2,459.00$46.00 Mandatory Fees General Fees1,447.401,530.1582.75 Debt Service452.00452.00n/a Special20.0020.00n/a Miscellaneous66.0066.00n/a Postal mailbox charge22.0022.00n/a Room & Board (9 Plus $250 Plan) 6,498.006,720.00222.00 Parking Fee245.00270.0025.00 Total $11,163.40$11,539.15$375.75 (3.4% increase) 71 UNCW Student Financial Commitment FY 2007-08 to FY 2008-09

Example: Undergraduate student, North Carolina resident, lives in Galloway Hall and owns a car (park on campus). Financial Commitment (Academic Year): FY 2006-07FY 2007-08Change Regular Term Tuition$2,221.00$2,413.00$192.00 Mandatory Fees General Fees1,407.751,447.4039.65 Debt Service452.00452.00n/a Special20.0020.00n/a Miscellaneous59.0066.007.00 Postal mailbox chargen/a22.0022.00 Room & Board6,242.006,548.00306.00 Parking Fee218.00245.0027.00 Total $10,619.75$11,213.40$593.65 (5.6% increase) 72 UNCW Student Financial Commitment FY 2006-07 to FY 2007-08 $231.65

Example: Undergraduate student, North Carolina resident, lives in Galloway Hall and owns a car (park on campus). Financial Commitment (Academic Year): FY 2005-06FY 2006-07Change Regular Term Tuition$1,928.00$2,221.00$293.00 Mandatory Fees General Fees1,378.751,407.7529.00 Debt Service332.00452.00120.00 Special20.0020.00n/a Miscellaneous36.0059.0023.00 Room & Board5,950.006,242.00292.00 Parking Fee172.00218.0046.00 Total $9,816.75$10,619.75$803.00 (8.2% increase) Student living on campus, w/o car = $757.00 increase (7.8%) Student living off campus, with a car = $511.00 increase (13.2%) Student living off campus, w/o a car = $465.00 increase (12.6%) Tuition & Fees Only 73 UNCW Student Financial Commitment FY 2005-06 to FY 2006-07 $322.00

Example: Undergraduate student, North Carolina resident, lives in Galloway Hall and owns a car (park on campus). Financial Commitment (Academic Year): FY 2004-05FY 2005-06Change Regular Term Tuition$1,928.00$1,928.00n/a Mandatory Fees General Fees1,314.501,378.75$64.25 Debt Service332.00332.00n/a Special20.0020.00n/a Miscellaneous31.0036.005.00 Room & Board5,800.005,950.00150.00 Parking Fee172.00172.00n/a Total $9,597.50$9,816.75$219.25 (2.3% increase) If BOG had approved $225.00 tuition increase for Resident, Undergraduates increase would have been $444.25, or 4.6%. 74 UNCW Student Financial Commitment FY 2004-05 to FY 2005-06

presented to: board of trustees december 2, 2013 2014-15 tuition & fees 1

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