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Budget Template for Proposed Degree Programs (for On-Campus Use Only

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This program uses macros, which may be disabled on your computer. If you get an error message when you click on the “Begin” button, enable macros by following the link on the security bar. The purpose of budget development is to provide a “best estimate” of revenue and expenses, including student credit hours generated by the program. There is no guarantee that the program will receive allocations projected in this budget due to strategic or economic constraints at or beyond the academic unit and the university. Data entered into this document will serve as the basis for information submitted to UNC General Administration, but the template itself is for on-campus use only. Completion of this self-guided budget template provides a realistic and inclusive financial snapshot of the proposed degree program, depicting its financial impact on the unit and the university across a five-year period. Please note these important issues when using this budget instrument: 1) The budget should be based on resources and expenditures necessary to develop the degree. Resources received in anticipation of this degree within the past five years (faculty, graduate assistants, office space, etc.) should be included. If existing resources are sufficient, those costs are not to be included; however, written documents associated with program planning should detail how the program will operate without additional resources. 2) While no standardized budget captures all intricacies of the varied programs across campus, this tool attempts to capture some of the less visible costs and revenues that historically have been ignored, and to direct attention to the program’s financial consequences. 3) The budget computes state revenue according to the state funding matrix. Planners should project the number of students who will enroll in the program over the initial five-years as well as the number and level of classes each student will take in each of those years. Student credit hours generated outside the college or unit, such as foundation curriculum courses, are outside the scope of this planning budget. Space is provided for inserting additional revenue. 4) University cost projections and standardized square footage requirements are used to compute the expenses associated with a given program. Other relevant costs can be added. Every effort has been made to simplify the process for the program planner. Each page has a help icon in the top right corner of the input box to help define terms and to clarify what figures should be used. A brief narrative may be provided if further explanation of a budget page is needed. Select “Optional: Add Supplemental Info” on the appropriate page, and a blank sheet will appear on which you may provide explanation. There is also an option at the end of the template to insert supplemental information in narrative form. This template may be refined annually to make it more user-friendly for the campus community. Suggestions and comments about this instrument can be sent to Ms. Karen Summey at summeyk@ecu.edu.

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Program Information
1. Enter the title of the proposed program.

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2. Enter the college/school in which the proposed program would reside.

3. Enter the department in which the proposed program would reside.

4. Enter the name(s) of the person(s) completing this workbook.

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enter the number of students that will come from existing university programs outside of the proposed program. Select the average number of credit hours per course in the proposed program. Enter the average number of the proposed program's courses that one student enrolled in the program would take each year.State Funding Matrix 1. 3 3 of 26 . Help YEAR 1 Undergraduate I Projected Revenues State Funding Model Non-Incremental Students $0. Select the level of the proposed program's courses. Click here to determine your funding category.00 $0. Year 1 Year 2 Year 3 Year 4 Year 5 6. 2.00 YEAR 4 $0.00 $0.00 YEAR 3 $0.00 3. Year 1 Year 2 Year 3 Year 4 Year 5 4.00 $0.00 YEAR 2 $0. Out of the number of students entered in #3.00 $0.00 $0.00 YEAR 5 $0. Select the funding category of the proposed program. Enter the expected number of students to enroll in the proposed program each year. Year 1 Year 2 Year 3 Year 4 Year 5 5.

00 $0.00 $0.00 YEAR 5 $0. Enter the expected amount of awarded grant funding each year.00 $0.00 YEAR 2 $0. Year 1 Year 2 Year 3 Year 4 Year 5 $0.Grant Income 1.00 4 of 26 .00 $0.00 YEAR 3 $0.00 $0.00 $0.00 $0.00 YEAR 4 $0.00 $0.00 $0.00 $0.00 $0.00 Help YEAR 1 Projected Revenues State Funding Model Non-Incremental Students Grant Income $0.00 $0.00 $0.00 $0.

00 $0.00 $0.00 $0.00 $0.00 $0. Enter the expected amount of external non-grant funding each year.00 $0.00 $0.00 $0.00 YEAR 5 $0.00 $0.00 YEAR 2 $0.00 $0.00 YEAR 4 $0.00 $0.Annual External Non-Grant Funding 1. including the fair market value of in-kind support.00 $0.00 $0.00 $0.00 $0.00 $0.00 5 of 26 .00 $0. Year 1 Year 2 Year 3 Year 4 Year 5 Help YEAR 1 Projected Revenues State Funding Model Non-Incremental Students Grant Income External Funding $0.00 $0.00 $0.00 $0.00 YEAR 3 $0.

00 YEAR 4 $0.00 $0.00 $0.00 $0.00 YEAR 3 $0.00 $0.00 $0.00 YEAR 2 $0.00 $0.00 $0.University-Committed Funds 1.00 Help YEAR 1 Projected Revenues State Funding Model Non-Incremental Students Grant Income External Funding University Commitment $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 YEAR 5 $0.00 $0. Year 1 Year 2 Year 3 Year 4 Year 5 $0.00 6 of 26 .00 $0. Enter the amount of funds committed by the university for each year.00 $0.00 $0.00 $0.00 $0.00 $0.

00 $0.00 $0.00 $0.00 $0. Year 1 Year 2 Year 3 Year 4 Year 5 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 YEAR 5 $0.Other Income 1.00 $0.00 YEAR 3 $0.00 $0.00 $0.00 $0.00 7 of 26 .00 YEAR 4 $0. Enter the expected amount of other income each year.00 Help YEAR 1 Projected Revenues State Funding Model Non-Incremental Students Grant Income External Funding University Commitment Other Income $0.00 $0.00 YEAR 2 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.

00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 YEAR 3 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 YEAR 2 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 YEAR 5 $0.00 $0.TOTAL PROJECTED REVENUES YEAR 1 Projected Revenues State Funding Model Non-Incremental Students Grant Income External Funding University Commitment Other Income Total Projected Revenues $0.00 $0.00 8 of 26 .00 $0.00 $0.00 $0.00 $0.00 $0.00 YEAR 4 $0.00 $0.00 $0.00 $0.

00 Total Salaries $0.00 $0.00 $0. For year 1.00 $0.EPA Teaching & Non-Teaching Salaries 1.00 $0.00 $0.00 9 of 26 . Number of Instructional Faculty Year 1 Year 2 Year 3 Year 4 Year 5 Number of All Other EPA Year 1 Year 2 Year 3 Year 4 Year 5 Help YEAR 1 Projected Expenses Program Costs EPA Salaries YEAR 2 YEAR 3 YEAR 4 YEAR 5 $0.00 $0.00 $0. enter the number of EPAs hired in the last five years for this specific program as well as additional EPA hires proposed for year 1 and include all salaries.00 $0. Each subsequent year should include the number and salaries of EPAs from the previous year plus additional EPAs to be hired for the given year.

00 $0.00 $0.00 $0.SPA & CSS Salaries Help YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 Projected Expenses Program Costs EPA Salaries SPA & CSS Salaries 1.00 $0. For year 1.00 $0.00 $0.00 $0.00 $0.00 $0. enter the number of staff hired in the last five years for this specific program as well as additional staff hires proposed for year 1 and include all salaries.00 $0.00 $0. Each subsequent year should include the number and salaries of staff from the previous year plus additional staff to be hired for the given year.00 $0.00 $0. Number of SPA Year 1 Year 2 Year 3 Year 4 Year 5 Number of CSS Year 1 Year 2 Year 3 Year 4 Year 5 Total Salaries $0.00 $0.00 10 of 26 .

00 $0.00 $0. Each subsequent year should include the number and salaries of GAs from the previous year plus additional GAs to be hired for the given year.00 $0.00 $0. For year 1.00 $0.00 $0.00 $0.00 $0.00 11 of 26 .00 $0.Graduate Assistant Salaries 1.00 $0.00 $0.00 $0.00 $0. enter the number of GAs hired in the last five years for this specific program as well as additional GA hires proposed for year 1 and include all salaries.00 $0.00 Total Salaries $0.00 $0.00 $0. # of GAs Year 1 Year 2 Year 3 Year 4 Year 5 Year 1 Year 2 Year 3 Year 4 Year 5 Help YEAR 1 Projected Expenses Program Costs EPA Salaries SPA & CSS Salaries Graduate Assistant Salaries YEAR 2 YEAR 3 YEAR 4 YEAR 5 $0.00 $0.00 $0.

00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.Tuition Remissions 1.00 $0.00 $0. Enter the amount of tuition remissions for each year.00 12 of 26 .00 $0.00 $0.00 $0.00 $0.00 $0.00 $0. Year 1 Year 2 Year 3 Year 4 Year 5 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Help YEAR 1 Projected Expenses Program Costs EPA Salaries SPA & CSS Salaries Graduate Assistant Salaries Tuition Remissions YEAR 2 YEAR 3 YEAR 4 YEAR 5 $0.00 $0.

Faculty Development/Travel 1.00 $0.00 $0.00 $0.00 Help YEAR 1 Projected Expenses Program Costs EPA Salaries SPA & CSS Salaries Graduate Assistant Salaries Tuition Remissions Faculty Dev/Travel YEAR 2 YEAR 3 YEAR 4 YEAR 5 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0. Enter the total amount of travel and other professional expenses allotted to faculty each year.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0. Year 1 Year 2 Year 3 Year 4 Year 5 $0.00 $0.00 $0.00 13 of 26 .00 $0.

00 14 of 26 .00 $0.00 $0.00 $0.Startup Package 1.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Help YEAR 1 Projected Expenses Program Costs EPA Salaries SPA & CSS Salaries Graduate Assistant Salaries Tuition Remissions Faculty Dev/Travel Startup Package YEAR 2 YEAR 3 YEAR 4 YEAR 5 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0. Enter the requested amount of startup funds for each year.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0. Year 1 Year 2 Year 3 Year 4 Year 5 $0.

00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 15 of 26 .00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.Equipment & Technology 1.00 $0.00 $0.00 $0.00 Help YEAR 1 Projected Expenses Program Costs EPA Salaries SPA & CSS Salaries Graduate Assistant Salaries Tuition Remissions Faculty Dev/Travel Startup Package Equipment & Technology YEAR 2 YEAR 3 YEAR 4 YEAR 5 $0.00 $0.00 $0. Year 1 Year 2 Year 3 Year 4 Year 5 $0.00 $0.00 $0. Enter the amount of equipment expenses for each year.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.

00 $0.00 $0. Year 1 Year 2 Year 3 Year 4 Year 5 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 16 of 26 .00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Help YEAR 1 Projected Expenses Program Costs EPA Salaries SPA & CSS Salaries Graduate Assistant Salaries Tuition Remissions Faculty Dev/Travel Startup Package Equipment & Technology Supplies YEAR 2 YEAR 3 YEAR 4 YEAR 5 $0.00 $0.00 $0.00 $0.00 $0. Enter the amount of supplies expenses for each year.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.Supplies 1.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.

00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Help YEAR 1 Projected Expenses Program Costs EPA Salaries SPA & CSS Salaries Graduate Assistant Salaries Tuition Remissions Faculty Dev/Travel Startup Package Equipment & Technology Supplies Operating & Contracted Svs YEAR 2 YEAR 3 YEAR 4 YEAR 5 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.Operating & Contracted Services 1.00 $0.00 $0.00 $0.00 $0.00 17 of 26 . Year 1 Year 2 Year 3 Year 4 Year 5 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0. Enter the amount of services expenses for each year.00 $0.00 $0.00 $0.00 $0.00 $0.

00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 18 of 26 .00 $0.00 $0.00 $0.00 Help YEAR 1 Projected Expenses Program Costs EPA Salaries SPA & CSS Salaries Graduate Assistant Salaries Tuition Remissions Faculty Dev/Travel Startup Package Equipment & Technology Supplies Operating & Contracted Svs Other Expenses YEAR 2 YEAR 3 YEAR 4 YEAR 5 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0. Year 1 Year 2 Year 3 Year 4 Year 5 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.Other Expenses 1.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0. Enter the total amount of other direct expenses for each year.00 $0.00 $0.00 $0.00 $0.

00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 19 of 26 .TOTAL PROJECTED EXPENSES Program Costs YEAR 1 Projected Expenses Program Costs EPA Salaries SPA & CSS Salaries Graduate Assistant Salaries Tuition Remissions Faculty Dev/Travel Startup Package Equipment & Technology Supplies Operating & Contracted Svs Other Expenses Total Projected Expenses YEAR 2 YEAR 3 YEAR 4 YEAR 5 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.

00 $0.00 $0. Enter the amount of lab space needed each year in square feet.00 2.Facilities 1.00 $0. Enter the total percentage of the program's courses that will be offered in the given instructional method. Face to Face 0% Online 0% TOTAL 0% ERROR .You must enter values of face to face and online instruction totaling 100% 20 of 26 .00 $0. Lab Space (sq ft) Year 1 Year 2 Year 3 Year 4 Year 5 3. Help YEAR 1 # of Offices Year 1 Year 2 Year 3 Year 4 Year 5 Projected Expenses Overhead Costs Facilities YEAR 2 YEAR 3 YEAR 4 YEAR 5 $0. Enter the number of offices needed each year.

00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Year 4 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Year 2 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Maturity Year 5 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 21 of 26 .00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Year 3 $0.00 $0.00 $0.00 $0.00 $0.Proposed Income Statement Startup Period Projected Revenues State Funding Model Non-Incremental Students Grant Income External Funding University Commitment Other Income Total Projected Revenues Projected Expenses Program Costs EPA Salaries SPA & CSS Salaries Graduate Assistant Salaries Tuition Remissions Faculty Development/Travel Startup Package Equipment & Technology Supplies Operating & Contract Services Other Expenses Total Program Costs Overhead Costs Facilities Total Overhead Costs Total Projected Expenses Net Net 4 Year Startup Period Year 1 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.

00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.Proposed University Income Statement Startup Period Projected Revenues Funding Model (Net) Other Academic Library General Institutional Support Total Projected Revenues Projected Expenses Direct Expenses EPA Benefits SPA & CSS Benefits Graduate Assistant Benefits Library Total Direct Expenses Indirect Expenses Classroom Student Services (Non Living) Total Indirect Expenses Total Projected Expenses Net Net 4 Year Startup Period Year 1 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Year 2 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Year 3 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Maturity Year 5 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Year 4 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 22 of 26 .00 $0.00 $0.00 $0.00 $0.00 $0.

00 Maturity Year 5 0 0 0 0 0 Net of Program & University 4 Year Startup Periods Academic Hierarchy: College/School Department Program Workbook completed by: TRUE TRUE TRUE TRUE TRUE 23 of 26 .Other Program Information Startup Period Year 1 Students (Total) Incremental Non-Incremental Personnel (Total) Incremental EPA Incremental SPA & CSS Incremental Grad Assistants 0 0 0 0 0 Year 2 0 0 0 0 0 Year 3 0 0 0 0 0 Year 4 0 0 0 0 0 $0.

or other images supporting the supplemental text may be inserted on this page. charts. and program planners wish to offer supplemental explanation or justification. Figures.Supplemental Explanation/Justification This electronic budget template includes a cover sheet with instructions as well as a help screen for each table of the budget. If amounts entered into the tables are not consistent with the instructions and/or help screen information. 24 of 26 . a written statement using the format below should be used.

g. figures. Please label your figures clearly and sequentially throughout the supplemental text (e. etc). Figure 2. Figure 1. 25 of 26 .Supplemental Figures Insert charts. or other images that support your supplemental text on this page.

Recreation. student credit hours for student teaching in Education are placed in Category III for all campuses. 26 of 26 . & Marketing Agriculture Natural Resources & Conservation Architecture Computer & Information Sciences Engineering-related Technologies Library Science Biological Sciences Physical Sciences Public Administration & Services Visual & Performing Arts Health Professions Engineering Nursing * Based on Board of Governors action. Ethnic. & Linguistics Family & Consumer Sciences Liberal Arts & Sciences. Cultural & Gender Studies Education * Foreign Languages. Management. Humanities Multi/Interdisciplinary Studies Parks. Literatures. Leisure & Fitness Business. Information on student teaching courses are provided annually to Associate Vice President of University-School Programs by each institution’s Dean of the School of Education.Category Category I Category I Category I Category I Category I Category I Category I Category I Category I Category II Category II Category II Category II Category II Category II Category II Category II Catetory III Catetory III Catetory III Catetory III Catetory III Catetory III Catetory III Catetory III Catetory III Catetory III Catetory III Category IV Category IV CIP 09 23 27 38 42 43 45 54 90 05 13 16 19 24 30 31 52 01 03 04 11 15 25 26 40 44 50 51 14 66 Description Communications & Journalism English Mathematics Philosophy & Religion Psychology Corrections & Criminal Justice Social Sciences History Other Area.