Capital Planning Process FY 2015-17 Joint Legislative Committee - - PowerPoint PPT Presentation

▶
capital planning process fy 2015 17
SMART_READER_LITE
LIVE PREVIEW

Capital Planning Process FY 2015-17 Joint Legislative Committee - - PowerPoint PPT Presentation

Nov 26, 2022 410 likes •722 views

Capital Planning Process FY 2015-17 Joint Legislative Committee on Capital Improvements January 13, 2016 Capital Planning Process FY 2015-17 1. UNC Board of Governors 2015-17 Operating and Capital Budget Priorities December 2014 2.

slide-1
SLIDE 1

Capital Planning Process FY 2015-17

Joint Legislative Committee on Capital Improvements

January 13, 2016

slide-2
SLIDE 2
  • 1. UNC Board of Governors

2015-17 Operating and Capital Budget Priorities

December 2014

  • 2. Capital Evaluation Process
  • 3. InterScope Plus
  • 4. Repair and Renovation

Allocation

Capital Planning Process

FY 2015-17

slide-3
SLIDE 3
  • 1. UNC Board of Governors

2015-17 Operating and Capital Budget Priorities

December 2014 Capital Planning Process

FY 2015-17

 2015-17 Capital Priorities  2015-2021 Six-Year Strategic Capital Plan

slide-4
SLIDE 4

Capital Planning Process

FY 2015-17

 General Fund Projects

(Strategic Appropriated Capital Projects

 Targeted Capital Renewal Projects

(R & R)

 Repair and Renovation Allocation

  • 2. Capital Evaluation Process
slide-5
SLIDE 5
  • Board of Trustees Priorities
  • Board of Governors Priorities
  • 2015-2021 Six-Year Strategic Capital

Plan

  • 2015-2017 Biennial Budget Capital Plan

Capital Planning Process

FY 2015-17

General Fund Projects

slide-6
SLIDE 6

Previously Priority Institution/Project Request Authorized 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 NORTH CAROLINA STATE UNIVERSITY 1 Engineering Building Oval 77,000,000 7,000,000 7,000,000 63,000,000 2 Science Commons Building 53,000,000 2,300,000 3,000,000 31,800,000 15,900,000 3 Plant Sciences Building 53,400,000 8,000,000 8,000,000 37,400,000 4 Broughton Hall Renovation & Addition (Chemistry) 117,900,000 5,895,000 5,895,000 70,740,000 35,370,000 5 Dabney Hall Renovation 57,800,000 2,890,000 2,890,000 34,680,000 17,340,000 6 Page Hall Renovation 10,000,000 7 Mann Hall Renovation and Addition 41,400,000 8 Gardner Hall Renovation & Addition 60,000,000 9 Williams Hall Renovation 42,000,000 10 Daniels Hall Renovation, Phase II 15,000,000 11 Polk Hall Renvoation, Phase II 20,500,000 12 Data Center III, Centennial Biomedical Campus 19,600,000 13 CVM Education Building 103,500,000 14 Management Teaching Facility 70,000,000 15 Poe Hall Renvovation 30,500,000 16 DesignTeaching Facility 65,000,000 17 Joyner Visitor Center Addition 9,200,000 18 Hillsborough Building Renovation 15,000,000 19 Engineering Building North 113,000,000 20 Burlington Labs Renovation 22,600,000 21 Teaching & Research Building (Hodges Site) 44,000,000 22 Facilities Services Building (Centennial Campus) 10,000,000 Totals 1,050,400,000 0 17,300,000 23,895,000 140,985,000 89,530,000 70,050,000 17,340,000

THE UNIVERSITY OF NORTH CAROLINA 2015-2021 Six-Year General Fund Capital Improvements Plan

Funding Plan

240 Total UNC GF Projects

Capital Planning Process

FY 2015-17

General Fund Projects

slide-7
SLIDE 7

11 Board Priority GF Projects

Strategic Appropriated Capital Priorities Fund Request 1-ASU College of Nursing and Health Sciences $70,781,681 2-NCSU Engineering Building - Oval $77,000,000 3-UNCC Science Building $120,064,206 4-UNCW Allied Health/Human Sciences $67,338,504 5-NCSSM Discovery Center's Reynolds East Residence Hall $7,600,000 6-ECU Life Sciences and Biotechnology Building $187,135,750 7-UNCG Nursing and Instructional Building $124,765,400 8-UNCCH Medical Education Building-Berryhill Replacement $70,600,000 9-NCAT New College of Engineering Facility $99,155,300 10-WCU Science / STEM Facility $114,932,235 11-WSSU Sciences Building $53,853,600 Total: $993,226,676

Board of Governors Strategic Appropriated Capital Priorities FY 2015-2017 Capital Planning Process

FY 2015-17

General Fund Projects

slide-8
SLIDE 8

Strategic Appropriated Capital Priorities Fund Request 1-ASU College of Nursing and Health Sciences $70,781,681 2-NCSU Engineering Building - Oval $77,000,000 3-UNCC Science Building $120,064,206 4-UNCW Allied Health/Human Sciences $67,338,504 5-NCSSM Discovery Center's Reynolds East Residence Hall $7,600,000 6-ECU Life Sciences and Biotechnology Building $187,135,750 7-UNCG Nursing and Instructional Building $124,765,400 8-UNCCH Medical Education Building-Berryhill Replacement $70,600,000 9-NCAT New College of Engineering Facility $99,155,300 10-WCU Science / STEM Facility $114,932,235 11-WSSU Sciences Building $53,853,600 Total: $993,226,676

Board of Governors Strategic Appropriated Capital Priorities FY 2015-2017 Capital Planning Process

FY 2015-17

11 Board Priority GF Projects General Fund Projects

slide-9
SLIDE 9

Capital Planning Process

FY 2015-17

General Fund Projects

slide-10
SLIDE 10

28% of NC average annual Debt Capacity required by UNC GF Capital Plan

Capital Planning Process

FY 2015-17

General Fund Projects

slide-11
SLIDE 11
  • Space Utilization
  • Enrollment Growth
  • Core Campus Initiatives
  • Re-Purpose Existing Space
  • Utility Cost Avoidance Improvements

Capital Planning Process

FY 2015-17

Targeted Capital Renewal Projects

  • Building Restoration – Whole or Partial
  • Departmental Space Efficiencies
  • Campus Utility Infrastructure
  • Academic Program Support
  • Code & Life Safety Improvements

Criteria For Priority Evaluation :

slide-12
SLIDE 12

Targeted Capital Renewal Projects

Capital Planning Process

FY 2015-17

54 UNC Targeted Projects

Total Project Value Submitted: $650,620,907

Appalachian State University University of North Carolina at Chapel Hill

Sanford Hall - Comprehensive Renovation & Modernization $19,616,000 Hamilton Hall Envelope Restoration $18,000,000 College of Education Annex-Comprehensive Renovation & Modernization $3,500,000 Kenan Laboratories HVAC Replacement $12,000,000 Masonry, Waterproofing, Ext. Glass Wall, Stair Repairs-Raley Hall $3,800,000 Morehead Planetarium and Science Center HVAC Replacement $6,000,000

East Carolina University University of North Carolina at Charlotte

Brewster Building B-C-D Classroom Wings Renovations $14,700,000 Academic Complex Modernization $8,611,574 Whichard Building Comprehensive Renovation $6,100,000 Cedar, Sycamore, and Hickory Halls Repurposing $10,500,000 Austin Building Comprehensive Renovation $15,500,000 Cone Center Renovation $26,000,000

Elizabeth City State University University of North Carolina at Greensboro

Moore Hall-Complete Building Renovation $8,510,000 Jackson Library Renovation $29,975,760 GR Little Library-Complete Building Renovation $4,500,000 HHP Building HVAC and Fire Alarm Renovation $15,746,413 Vaughan Center-Complete Building Renovation $8,000,000 Steam Pipe Infrastructure Improvements $12,538,000

Fayetteville State University University of North Carolina at Pembroke

Lyons Science Building-Comprehensive Renovation $10,616,373 West Hall - Comprehensive Rehabilitation $10,000,000 Storm Water & Sewer Infrastructure Improvements $7,930,094 New School of Business $34,550,680 G.L. Butler Building-Comprehensive Renovation $13,554,766 Givens Performing Arts Center Modernization & Addition $12,893,358

North Carolina A & T State University University of North Carolina School of the Arts

Carver Hall Renovation $8,597,560 Old Library Renovation $7,350,000 Police Station-Brown Hall Renovation $7,597,560 Performance Place Misc Renovations $2,130,000 Price Hall Renovation $8,602,200 High Point Studio Renovation $9,560,000

North Carolina Central University University of North Carolina at Wilmington

Taylor Education Building - Comprehensive Renovation $7,500,000 New Science Building $29,980,500 Hubbard-Totten Building/Lee Biology Building Comprehensive Renovation $10,000,000 DeLoach Hall Renovation $15,000,000 Fine Arts Building-Comprehensive Renovation $8,454,000 Bear Hall Renovation $14,706,720

North Carolina School of Science and Mathmatics Western Carolina University

Discovery Center Dining Facilities, Dining Room, Student Center(partial) $13,500,000 Energy Production Facility $37,908,769 Renovations to Academic Buildings $5,129,000 Moore Building Renovation $25,793,580 Student Transportation & Furniture $782,800

Winston Salem State University North Carolina State University

Restore the Core Ph II - Hauser Hall for Music $12,000,000 Thermal Utilities and Infrastructure Upgrades $6,980,000 Restore the Core Ph II - Physical Plant for Arts+Design Studies $15,000,000 Bureau of Mines Building Renovation $6,000,000

UNC Center for Public Television

Ricks Hall Renovation 3 $8,500,000 Technology Replacement Phase 1 $5,000,000

University of North Carolina at Asheville

Technology Replacement Phase 2 $5,000,000 Replace Carmichael Hall and University Lecture Hall $33,900,000 Spectrum Incentive Auction $5,000,000 Renovation and Addition to Owen Hall $15,150,000 Lipinsky Hall Modernization $12,355,200

Targeted Capital Renewal Project Submittals

slide-13
SLIDE 13

Targeted Capital Renewal Projects

2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 Institution Value $40,340,000 $40,616,373 $41,279,000 $39,654,000 $42,827,574 $46,597,560 ASU Sanford Hall - Comprehensive Renovation & Modernization $19,616,000 $19,616,000 ECU Brewster Building B-C-D Classroom Wings Renovations $14,700,000 $14,700,000 ECU Whichard Building Comprehensive Renovation $6,100,000 $6,100,000 ECSU Moore Hall-Complete Building Renovation $8,510,000 $8,510,000 ECSU GR Little Library-Complete Building Renovation $4,500,000 $4,500,000 FSU Lyons Science Building-Comprehensive Renovation $10,616,373 $10,616,373 NCAT Carver Hall Renovation $8,597,560 $8,597,560 NCCU Taylor Education Building-Comprehensive Renovation $7,500,000 $7,500,000 NCCU Fine Arts Building-Comprehensive Renovation $8,454,000 $8,454,000 NCSSM Renovations to Academic Buildings $5,129,000 $5,129,000 NCSU Thermal Utilities and Infrastructure Upgrades $6,980,000 $6,980,000 NCSU Bureau of Mines Building Renovation $6,000,000 $6,000,000 NCSU Ricks Hall Renovation $8,500,000 $8,500,000 UNCA Renovation and Addition to Owen Hall $15,150,000 $15,150,000 UNCCH Hamilton Hall Envelope Restoration $18,000,000 $18,000,000 UNCC Academic Complex Modernization $8,611,574 $8,611,574 UNCG Jackson Library Renovation $20,000,000 $20,000,000 UNCP West Hall - Comprehensive Rehabilitation $10,000,000 $10,000,000 UNCSA Old Library Renovation $7,350,000 $7,350,000 UNCW DeLoach Hall Renovation $15,000,000 $15,000,000 WCU Energy Production Facility $30,000,000 $30,000,000 WSSU Restore the Core Ph II - Hauser Hall for Music $12,000,000 $12,000,000

Total Value of Targeted Capital Renewal Projects:

251,314,507

Capital Planning Process

FY 2015-17

22 Board Targeted Projects Targeted Capital Renewal Projects

slide-14
SLIDE 14

Targeted Capital Renewal Projects

2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 Institution Value $40,340,000 $40,616,373 $41,279,000 $39,654,000 $42,827,574 $46,597,560 ASU Sanford Hall - Comprehensive Renovation & Modernization $19,616,000 $19,616,000 ECU Brewster Building B-C-D Classroom Wings Renovations $14,700,000 $14,700,000 ECU Whichard Building Comprehensive Renovation $6,100,000 $6,100,000 ECSU Moore Hall-Complete Building Renovation $8,510,000 $8,510,000 ECSU GR Little Library-Complete Building Renovation $4,500,000 $4,500,000 FSU Lyons Science Building-Comprehensive Renovation $10,616,373 $10,616,373 NCAT Carver Hall Renovation $8,597,560 $8,597,560 NCCU Taylor Education Building-Comprehensive Renovation $7,500,000 $7,500,000 NCCU Fine Arts Building-Comprehensive Renovation $8,454,000 $8,454,000 NCSSM Renovations to Academic Buildings $5,129,000 $5,129,000 NCSU Thermal Utilities and Infrastructure Upgrades $6,980,000 $6,980,000 NCSU Bureau of Mines Building Renovation $6,000,000 $6,000,000 NCSU Ricks Hall Renovation $8,500,000 $8,500,000 UNCA Renovation and Addition to Owen Hall $15,150,000 $15,150,000 UNCCH Hamilton Hall Envelope Restoration $18,000,000 $18,000,000 UNCC Academic Complex Modernization $8,611,574 $8,611,574 UNCG Jackson Library Renovation $20,000,000 $20,000,000 UNCP West Hall - Comprehensive Rehabilitation $10,000,000 $10,000,000 UNCSA Old Library Renovation $7,350,000 $7,350,000 UNCW DeLoach Hall Renovation $15,000,000 $15,000,000 WCU Energy Production Facility $30,000,000 $30,000,000 WSSU Restore the Core Ph II - Hauser Hall for Music $12,000,000 $12,000,000

Total Value of Targeted Capital Renewal Projects:

251,314,507

Capital Planning Process

FY 2015-17

5 Projects FY2015-16 First Year Targeted Capital Renewal Projects

slide-15
SLIDE 15

Capital Planning Process

FY 2015-17

  • 3. InterScope Plus
  • Capital Project Management Platform
  • Two-Year Software Development
slide-16
SLIDE 16

Capital Planning Process

FY 2015-17

  • 3. InterScope Plus
  • Capital Project Management Platform
  • Two-Year Software Development
  • Went Live Summer & Fall 2015
  • Merges HUBSCO, CAPSTAT and InterScope
slide-17
SLIDE 17

Capital Planning Process

FY 2015-17

  • 3. InterScope Plus
  • Capital Project Management Platform
  • Two-Year Software Development
  • Went Live Summer & Fall 2015
  • Merges HUBSCO, CAPSTAT and InterScope
  • Integrates Funding, Design, and Construction of

Capital Improvement Projects Over $500K

  • Integrates Primavera Project Management
slide-18
SLIDE 18

Capital Planning Process

FY 2015-17

End of Part One

slide-19
SLIDE 19

Repair and Renovation Allocation FY 2015-16

Joint Legislative Committee on Capital Improvements

January 13, 2016

slide-20
SLIDE 20

Capital Planning Process

FY 2015-17

  • 4. Repair and Renovation Allocation

UNC 2015-16 R & R Allocation Model

slide-21
SLIDE 21 Rounded Affiliated Institutions and Reserve NASF Lab Space # of Degree Programs % Share @ 20% NASF GSF Campus Population % Share @ 40% CRV FCQI FCAP Deficiences % Share @ 40% % Share Adjusted for Floor
  • f 2.75%
$ Share 2,000,000 All RU/VH Research Universities - Very High Research Activity Total R&R 150,000,000 NCSU 27.8832777% 15.8800176% 4.3763295% 21.8752618% 22.0704909% 15.8354268% 7.9708239% 22.6662274% 16.8123407% 7.8957136% 20.2428671% 18.3614167% 8,813,480 University % 33% 8,813,500 NCSU UNC-CH 21.6540386% 13.1892369% 3.4843276% 22.5682992% 23.9700444% 15.4331119% 8.2628607% 26.4574315% 29.2639884% 11.1442840% 22.8914723% 20.7638502% 9,966,648 University Allocation 50,000,000 9,966,500 UNC-CH RU/H Research Universities - High Research Activity To State Energy Office NC A&T 5.2823812% 5.2051169% 1.0487498% 5.1682040% 4.2881151% 4.6413219% 1.8796855% 4.0985621% 2.9191412% 1.4035407% 4.3319760% 3.9293453% 1,886,086 1,886,100 NC A&T UNCG 5.3911386% 9.4838994% 1.4875038% 5.4098246% 5.5498398% 7.7485625% 2.4944303% 8.4012951% 7.0800847% 3.0962760% 7.0782100% 6.4203338% 3,081,760 $ Available for Allocation 50,000,000 3,081,800 UNCG DRU Doctoral/Research Universities ECU 7.9919242% 10.3220115% 1.8313936% 9.4697220% 8.4560849% 12.1643499% 4.0120209% 8.0055353% 14.6532226% 4.5317516% 10.3751660% 9.4108579% 4,517,212 4,517,200 ECU UNCC 8.8326662% 8.8222320% 1.7654898% 6.8965470% 8.7675138% 11.2395095% 3.5871427% 7.2039913% 3.1559557% 2.0719894% 7.4246219% 6.7345488% 3,232,583 3,232,700 UNCC Master's/L Masters Colleges and Universities - Larger Programs Specific Allocations 2,000,000 ASU 4.0618851% 6.7490075% 1.0810893% 4.7805171% 4.6641806% 7.7150673% 2.2879687% 4.0952870% 3.9062637% 1.6003101% 4.9693681% 4.5074958% 2,163,598 $ for Campus Allottments 48,000,000 2,163,600 ASU NCCU 2.3668676% 3.1318924% 0.5498760% 3.7614935% 3.2526747% 3.5575653% 1.4095645% 4.0527510% 2.2992829% 1.2704068% 3.2298472% 2.9296527% 1,406,233 1,406,200 NCCU UNCW 3.5302130% 5.7344508% 0.9264664% 4.1053262% 4.4492747% 5.9714546% 1.9368074% 3.3551128% 5.1064848% 1.6923195% 4.5555933% 4.1321788% 1,983,446 Specific Allocations: 1,983,400 UNCW WCU 2.9254762% 7.4988972% 1.0424373% 3.7111272% 3.3730234% 4.3655446% 1.5266260% 2.3276491% 4.4527213% 1.3560741% 3.9251374% 3.5603200% 1,708,954 1,709,000 WCU Master's/M Masters Colleges and Universities - Medium Programs UNCP 0.9782133% 3.3965593% 0.4374773% 2.3706679% 2.1769017% 2.6610097% 0.9611439% 2.0075482% 1.0599203% 0.6134937% 2.0121149% 2.7500000% 1,320,000 1,320,000 UNCP Master's/S Masters Colleges and Universities - Smaller Programs FSU 1.2865332% 3.4847816% 0.4771315% 1.9668992% 1.8464308% 2.6330970% 0.8595236% 1.2996233% 0.6080368% 0.3815320% 1.7181871% 2.7500000% 1,320,000 Highlands 1,320,000 FSU WSSU 1.5775041% 2.4261138% 0.4003618% 2.0049166% 1.8044966% 2.4042130% 0.8284835% 1.2423021% 2.9674256% 0.8419455% 2.0707908% 2.7500000% 1,320,000 NC Arboretum 1,320,000 WSSU Bac/A&S: Baccalaurate Colleges - Arts and Sciences NCRC UNCA 1.5200110% 2.3378915% 0.3857903% 1.9502100% 1.7935560% 1.6911368% 0.7246537% 1.8342315% 2.1650433% 0.7998550% 1.9102989% 2.7500000% 1,320,000 NCSEAA 1,320,000 UNCA Bac/Diverse: Baccalaureate Colleges - Diverse Fields UNC Press ECSU 1.3187854% 1.9850022% 0.3303788% 1.4850359% 1.3196195% 1.0982713% 0.5203902% 1.2877422% 1.3958716% 0.5367228% 1.3874918% 2.7500000% 1,320,000 UNC-General Administration 1,320,000 ECSU Special Focus: Spec/Arts: Schools of Art, Music, a;nd Design UNCTV UNCSA 2.9933395% 0.3528893% 0.3346229% 1.6378791% 1.3453006% 0.5057779% 0.4651944% 1.0037254% 0.7358747% 0.3479200% 1.1477372% 2.7500000% 1,320,000 Coastal Studies Institute 1,320,000 UNCSA High School Special NCSSM 0.4057450% 0.0000000% 0.0405745% 0.8380687% 0.8724526% 0.3345801% 0.2726802% 0.6609846% 1.4183415% 0.4158652% 0.7291199% 2.7500000% 1,320,000 1,320,000 NCSSM TOTAL 100.0000000% 100.0000000% 20.0000000% 100.0000000% 100.0000000% 100.0000000% 40.0000000% 100.0000000% 100.0000000% 40.0000000% 100.0000000% 100.0000000% 48,000,000 Reserve 2,000,000 50,000,000 TOTAL 500 NCSU 1,710,058 360 6,446,226 11,395,721 42,549 3,145,824,405 0.340 398,988,002 Total 2,000,000 0 Amount to adjust Reserve UNC-CH 1,328,024 299 6,650,451 12,376,523 41,468 3,672,002,057 0.410 694,488,676 4% Ten-Year Historic Target 2,000,000 NC A&T 323,964 118 1,522,972 2,214,095 12,471 568,835,588 0.610 69,276,630 FLOOR $ $1,320,000 UNCG 330,634 215 1,594,173 2,865,565 20,820 1,166,007,858 0.590 168,023,530 Sum % of those above floor 89.0242594% FLOOR % 2.75% ECU 490,138 234 2,790,548 4,366,155 32,685 1,111,080,718 0.460 347,748,127 (i.e. 89% of the money is to those above the floor) UNCC 541,700 200 2,032,282 4,526,956 30,200 999,835,178 0.300 74,896,678 # of campuses at floor 7 ASU 249,112 153 1,408,728 2,408,270 20,730 568,381,031 0.340 92,702,877 Total % at floor (# of x 2.75%) 19.2500000% NCCU 145,158 71 1,108,441 1,679,463 9,559 562,477,507 0.600 54,566,245 (i.e. 19% of the campuses are at the floo UNCW 216,505 130 1,209,762 2,297,307 16,045 465,652,948 0.290 121,186,347 WCU 179,417 170 1,093,599 1,741,603 11,730 323,052,233 0.370 105,671,328 Adjustment factor for 90.7056128% UNCP 59,993 77 698,591 1,124,006 7,150 278,625,726 0.490 25,153,873 campuses above floor FSU 78,902 79 579,608 953,373 7,075 180,373,492 0.420 14,429,840 (Column P >2.75%) x factor WSSU 96,747 55 590,811 931,721 6,460 172,417,935 0.450 70,422,510 UNCA 93,221 53 574,690 926,072 4,544 254,571,266 0.530 51,380,491 ECSU 80,880 45 437,612 681,363 2,951 178,724,536 0.490 33,126,621 UNCSA 183,579 8 482,652 694,623 1,359 139,306,101 0.430 17,463,669 NCSSM 24,884 246,963 450,476 899 91,737,438 33,659,873 TOTAL 6,132,916 2,267 29,468,109 51,633,292 268,695 13,878,906,017 7.120 2,373,185,316 These 3 Columns used for 3-year rolling average of FCAP (current yr) (current yr -1) (current yr -2) % of Standard Classroom Us NASF GSF % of Standard for Lab Use 2014 2013 2012 NCSU 1 6,446,226 11,395,721 1.000000000 1,710,058 NCSU 414,734,839 398,783,500 383,445,666 UNC-CH 1 6,650,451 12,376,523 1.000000000 1,328,024 UNC-CH 721,898,028 694,132,698 667,435,302 NCA&T 1 1,522,972 2,214,095 1.000000000 323,964 NC A&T 72,010,766 69,241,125 66,577,999 UNC-G 1 1,594,173 2,865,565 1.000000000 330,634 UNCG 174,654,908 167,937,409 161,478,274 ECU 1 2,790,548 4,366,155 1.000000000 490,138 ECU 361,472,692 347,569,883 334,201,805 UNC-C 1 2,032,282 4,526,956 1.000000000 541,700 UNCC 77,852,617 74,858,290 71,979,127 ASU 1 1,408,728 2,408,270 1.000000000 249,112 ASU 96,361,574 92,655,363 89,091,693 NCCU 1 1,108,441 1,679,463 1.000000000 145,158 NCCU 56,719,812 54,538,275 52,440,648 UNC-W 1 1,209,762 2,297,307 1.000000000 216,505 UNCW 125,969,202 121,124,231 116,465,608 WCU 1 1,093,599 1,741,603 1.000000000 179,417 WCU 109,841,849 105,617,168 101,554,967 UNC-P 1 698,591 1,124,006 1.000000000 59,993 UNCP 26,146,619 25,140,979 24,174,020 FSU 1 579,608 953,373 1.000000000 78,902 FSU 14,999,345 14,422,441 13,867,735 WSSU 1 590,811 931,721 1.000000000 96,747 WSSU 73,201,874 70,386,413 67,679,242 UNC-A 1 574,690 926,072 1.000000000 93,221 UNCA 53,408,325 51,354,155 49,378,992 ECSU 1 437,612 681,363 1.000000000 80,880 ECSU 34,434,027 33,109,641 31,836,194 UNCSA* 1 482,652 694,623 1.000000000 183,579 UNCSA 18,152,910 17,454,726 16,783,372 NCSSM 1 246,963 450,476 1 24,884 NCSSM 34,988,325 33,642,627 32,348,667 29,468,109 51,633,292 6,132,916 Total 2,466,847,712 2,371,968,924 2,280,739,311 3-year rolling average FCAP This Section Requires Inspection and Manual Adjustment MISSION SIZE CONDITION WEIGHTED FORMULA Combined

UNC 2015-16 R&R Allocation Model

Capital Planning Process

FY 2015-17

1994

slide-22
SLIDE 22 Rounded Affiliated Institutions and Reserve NASF Lab Space # of Degree Programs % Share @ 20% NASF GSF Campus Population % Share @ 40% CRV FCQI FCAP Deficiences % Share @ 40% % Share Adjusted for Floor
  • f 2.75%
$ Share 2,000,000 All RU/VH Research Universities - Very High Research Activity Total R&R 150,000,000 NCSU 27.8832777% 15.8800176% 4.3763295% 21.8752618% 22.0704909% 15.8354268% 7.9708239% 22.6662274% 16.8123407% 7.8957136% 20.2428671% 18.3614167% 8,813,480 University % 33% 8,813,500 NCSU UNC-CH 21.6540386% 13.1892369% 3.4843276% 22.5682992% 23.9700444% 15.4331119% 8.2628607% 26.4574315% 29.2639884% 11.1442840% 22.8914723% 20.7638502% 9,966,648 University Allocation 50,000,000 9,966,500 UNC-CH RU/H Research Universities - High Research Activity To State Energy Office NC A&T 5.2823812% 5.2051169% 1.0487498% 5.1682040% 4.2881151% 4.6413219% 1.8796855% 4.0985621% 2.9191412% 1.4035407% 4.3319760% 3.9293453% 1,886,086 1,886,100 NC A&T UNCG 5.3911386% 9.4838994% 1.4875038% 5.4098246% 5.5498398% 7.7485625% 2.4944303% 8.4012951% 7.0800847% 3.0962760% 7.0782100% 6.4203338% 3,081,760 $ Available for Allocation 50,000,000 3,081,800 UNCG DRU Doctoral/Research Universities ECU 7.9919242% 10.3220115% 1.8313936% 9.4697220% 8.4560849% 12.1643499% 4.0120209% 8.0055353% 14.6532226% 4.5317516% 10.3751660% 9.4108579% 4,517,212 4,517,200 ECU UNCC 8.8326662% 8.8222320% 1.7654898% 6.8965470% 8.7675138% 11.2395095% 3.5871427% 7.2039913% 3.1559557% 2.0719894% 7.4246219% 6.7345488% 3,232,583 3,232,700 UNCC Master's/L Masters Colleges and Universities - Larger Programs Specific Allocations 2,000,000 ASU 4.0618851% 6.7490075% 1.0810893% 4.7805171% 4.6641806% 7.7150673% 2.2879687% 4.0952870% 3.9062637% 1.6003101% 4.9693681% 4.5074958% 2,163,598 $ for Campus Allottments 48,000,000 2,163,600 ASU NCCU 2.3668676% 3.1318924% 0.5498760% 3.7614935% 3.2526747% 3.5575653% 1.4095645% 4.0527510% 2.2992829% 1.2704068% 3.2298472% 2.9296527% 1,406,233 1,406,200 NCCU UNCW 3.5302130% 5.7344508% 0.9264664% 4.1053262% 4.4492747% 5.9714546% 1.9368074% 3.3551128% 5.1064848% 1.6923195% 4.5555933% 4.1321788% 1,983,446 Specific Allocations: 1,983,400 UNCW WCU 2.9254762% 7.4988972% 1.0424373% 3.7111272% 3.3730234% 4.3655446% 1.5266260% 2.3276491% 4.4527213% 1.3560741% 3.9251374% 3.5603200% 1,708,954 1,709,000 WCU Master's/M Masters Colleges and Universities - Medium Programs UNCP 0.9782133% 3.3965593% 0.4374773% 2.3706679% 2.1769017% 2.6610097% 0.9611439% 2.0075482% 1.0599203% 0.6134937% 2.0121149% 2.7500000% 1,320,000 1,320,000 UNCP Master's/S Masters Colleges and Universities - Smaller Programs FSU 1.2865332% 3.4847816% 0.4771315% 1.9668992% 1.8464308% 2.6330970% 0.8595236% 1.2996233% 0.6080368% 0.3815320% 1.7181871% 2.7500000% 1,320,000 Highlands 1,320,000 FSU WSSU 1.5775041% 2.4261138% 0.4003618% 2.0049166% 1.8044966% 2.4042130% 0.8284835% 1.2423021% 2.9674256% 0.8419455% 2.0707908% 2.7500000% 1,320,000 NC Arboretum 1,320,000 WSSU Bac/A&S: Baccalaurate Colleges - Arts and Sciences NCRC UNCA 1.5200110% 2.3378915% 0.3857903% 1.9502100% 1.7935560% 1.6911368% 0.7246537% 1.8342315% 2.1650433% 0.7998550% 1.9102989% 2.7500000% 1,320,000 NCSEAA 1,320,000 UNCA Bac/Diverse: Baccalaureate Colleges - Diverse Fields UNC Press ECSU 1.3187854% 1.9850022% 0.3303788% 1.4850359% 1.3196195% 1.0982713% 0.5203902% 1.2877422% 1.3958716% 0.5367228% 1.3874918% 2.7500000% 1,320,000 UNC-General Administration 1,320,000 ECSU Special Focus: Spec/Arts: Schools of Art, Music, a;nd Design UNCTV UNCSA 2.9933395% 0.3528893% 0.3346229% 1.6378791% 1.3453006% 0.5057779% 0.4651944% 1.0037254% 0.7358747% 0.3479200% 1.1477372% 2.7500000% 1,320,000 Coastal Studies Institute 1,320,000 UNCSA High School Special NCSSM 0.4057450% 0.0000000% 0.0405745% 0.8380687% 0.8724526% 0.3345801% 0.2726802% 0.6609846% 1.4183415% 0.4158652% 0.7291199% 2.7500000% 1,320,000 1,320,000 NCSSM TOTAL 100.0000000% 100.0000000% 20.0000000% 100.0000000% 100.0000000% 100.0000000% 40.0000000% 100.0000000% 100.0000000% 40.0000000% 100.0000000% 100.0000000% 48,000,000 Reserve 2,000,000 50,000,000 TOTAL 500 NCSU 1,710,058 360 6,446,226 11,395,721 42,549 3,145,824,405 0.340 398,988,002 Total 2,000,000 0 Amount to adjust Reserve UNC-CH 1,328,024 299 6,650,451 12,376,523 41,468 3,672,002,057 0.410 694,488,676 4% Ten-Year Historic Target 2,000,000 NC A&T 323,964 118 1,522,972 2,214,095 12,471 568,835,588 0.610 69,276,630 FLOOR $ $1,320,000 UNCG 330,634 215 1,594,173 2,865,565 20,820 1,166,007,858 0.590 168,023,530 Sum % of those above floor 89.0242594% FLOOR % 2.75% ECU 490,138 234 2,790,548 4,366,155 32,685 1,111,080,718 0.460 347,748,127 (i.e. 89% of the money is to those above the floor) UNCC 541,700 200 2,032,282 4,526,956 30,200 999,835,178 0.300 74,896,678 # of campuses at floor 7 ASU 249,112 153 1,408,728 2,408,270 20,730 568,381,031 0.340 92,702,877 Total % at floor (# of x 2.75%) 19.2500000% NCCU 145,158 71 1,108,441 1,679,463 9,559 562,477,507 0.600 54,566,245 (i.e. 19% of the campuses are at the floo UNCW 216,505 130 1,209,762 2,297,307 16,045 465,652,948 0.290 121,186,347 WCU 179,417 170 1,093,599 1,741,603 11,730 323,052,233 0.370 105,671,328 Adjustment factor for 90.7056128% UNCP 59,993 77 698,591 1,124,006 7,150 278,625,726 0.490 25,153,873 campuses above floor FSU 78,902 79 579,608 953,373 7,075 180,373,492 0.420 14,429,840 (Column P >2.75%) x factor WSSU 96,747 55 590,811 931,721 6,460 172,417,935 0.450 70,422,510 UNCA 93,221 53 574,690 926,072 4,544 254,571,266 0.530 51,380,491 ECSU 80,880 45 437,612 681,363 2,951 178,724,536 0.490 33,126,621 UNCSA 183,579 8 482,652 694,623 1,359 139,306,101 0.430 17,463,669 NCSSM 24,884 246,963 450,476 899 91,737,438 33,659,873 TOTAL 6,132,916 2,267 29,468,109 51,633,292 268,695 13,878,906,017 7.120 2,373,185,316 These 3 Columns used for 3-year rolling average of FCAP (current yr) (current yr -1) (current yr -2) % of Standard Classroom Us NASF GSF % of Standard for Lab Use 2014 2013 2012 NCSU 1 6,446,226 11,395,721 1.000000000 1,710,058 NCSU 414,734,839 398,783,500 383,445,666 UNC-CH 1 6,650,451 12,376,523 1.000000000 1,328,024 UNC-CH 721,898,028 694,132,698 667,435,302 NCA&T 1 1,522,972 2,214,095 1.000000000 323,964 NC A&T 72,010,766 69,241,125 66,577,999 UNC-G 1 1,594,173 2,865,565 1.000000000 330,634 UNCG 174,654,908 167,937,409 161,478,274 ECU 1 2,790,548 4,366,155 1.000000000 490,138 ECU 361,472,692 347,569,883 334,201,805 UNC-C 1 2,032,282 4,526,956 1.000000000 541,700 UNCC 77,852,617 74,858,290 71,979,127 ASU 1 1,408,728 2,408,270 1.000000000 249,112 ASU 96,361,574 92,655,363 89,091,693 NCCU 1 1,108,441 1,679,463 1.000000000 145,158 NCCU 56,719,812 54,538,275 52,440,648 UNC-W 1 1,209,762 2,297,307 1.000000000 216,505 UNCW 125,969,202 121,124,231 116,465,608 WCU 1 1,093,599 1,741,603 1.000000000 179,417 WCU 109,841,849 105,617,168 101,554,967 UNC-P 1 698,591 1,124,006 1.000000000 59,993 UNCP 26,146,619 25,140,979 24,174,020 FSU 1 579,608 953,373 1.000000000 78,902 FSU 14,999,345 14,422,441 13,867,735 WSSU 1 590,811 931,721 1.000000000 96,747 WSSU 73,201,874 70,386,413 67,679,242 UNC-A 1 574,690 926,072 1.000000000 93,221 UNCA 53,408,325 51,354,155 49,378,992 ECSU 1 437,612 681,363 1.000000000 80,880 ECSU 34,434,027 33,109,641 31,836,194 UNCSA* 1 482,652 694,623 1.000000000 183,579 UNCSA 18,152,910 17,454,726 16,783,372 NCSSM 1 246,963 450,476 1 24,884 NCSSM 34,988,325 33,642,627 32,348,667 29,468,109 51,633,292 6,132,916 Total 2,466,847,712 2,371,968,924 2,280,739,311 3-year rolling average FCAP This Section Requires Inspection and Manual Adjustment MISSION SIZE CONDITION WEIGHTED FORMULA Combined

UNC 2015-16 R&R Allocation Model 20% MISSION:

  • NASF Lab Space
  • # Degree Programs

Capital Planning Process

FY 2015-17

slide-23
SLIDE 23 Rounded Affiliated Institutions and Reserve NASF Lab Space # of Degree Programs % Share @ 20% NASF GSF Campus Population % Share @ 40% CRV FCQI FCAP Deficiences % Share @ 40% % Share Adjusted for Floor
  • f 2.75%
$ Share 2,000,000 All RU/VH Research Universities - Very High Research Activity Total R&R 150,000,000 NCSU 27.8832777% 15.8800176% 4.3763295% 21.8752618% 22.0704909% 15.8354268% 7.9708239% 22.6662274% 16.8123407% 7.8957136% 20.2428671% 18.3614167% 8,813,480 University % 33% 8,813,500 NCSU UNC-CH 21.6540386% 13.1892369% 3.4843276% 22.5682992% 23.9700444% 15.4331119% 8.2628607% 26.4574315% 29.2639884% 11.1442840% 22.8914723% 20.7638502% 9,966,648 University Allocation 50,000,000 9,966,500 UNC-CH RU/H Research Universities - High Research Activity To State Energy Office NC A&T 5.2823812% 5.2051169% 1.0487498% 5.1682040% 4.2881151% 4.6413219% 1.8796855% 4.0985621% 2.9191412% 1.4035407% 4.3319760% 3.9293453% 1,886,086 1,886,100 NC A&T UNCG 5.3911386% 9.4838994% 1.4875038% 5.4098246% 5.5498398% 7.7485625% 2.4944303% 8.4012951% 7.0800847% 3.0962760% 7.0782100% 6.4203338% 3,081,760 $ Available for Allocation 50,000,000 3,081,800 UNCG DRU Doctoral/Research Universities ECU 7.9919242% 10.3220115% 1.8313936% 9.4697220% 8.4560849% 12.1643499% 4.0120209% 8.0055353% 14.6532226% 4.5317516% 10.3751660% 9.4108579% 4,517,212 4,517,200 ECU UNCC 8.8326662% 8.8222320% 1.7654898% 6.8965470% 8.7675138% 11.2395095% 3.5871427% 7.2039913% 3.1559557% 2.0719894% 7.4246219% 6.7345488% 3,232,583 3,232,700 UNCC Master's/L Masters Colleges and Universities - Larger Programs Specific Allocations 2,000,000 ASU 4.0618851% 6.7490075% 1.0810893% 4.7805171% 4.6641806% 7.7150673% 2.2879687% 4.0952870% 3.9062637% 1.6003101% 4.9693681% 4.5074958% 2,163,598 $ for Campus Allottments 48,000,000 2,163,600 ASU NCCU 2.3668676% 3.1318924% 0.5498760% 3.7614935% 3.2526747% 3.5575653% 1.4095645% 4.0527510% 2.2992829% 1.2704068% 3.2298472% 2.9296527% 1,406,233 1,406,200 NCCU UNCW 3.5302130% 5.7344508% 0.9264664% 4.1053262% 4.4492747% 5.9714546% 1.9368074% 3.3551128% 5.1064848% 1.6923195% 4.5555933% 4.1321788% 1,983,446 Specific Allocations: 1,983,400 UNCW WCU 2.9254762% 7.4988972% 1.0424373% 3.7111272% 3.3730234% 4.3655446% 1.5266260% 2.3276491% 4.4527213% 1.3560741% 3.9251374% 3.5603200% 1,708,954 1,709,000 WCU Master's/M Masters Colleges and Universities - Medium Programs UNCP 0.9782133% 3.3965593% 0.4374773% 2.3706679% 2.1769017% 2.6610097% 0.9611439% 2.0075482% 1.0599203% 0.6134937% 2.0121149% 2.7500000% 1,320,000 1,320,000 UNCP Master's/S Masters Colleges and Universities - Smaller Programs FSU 1.2865332% 3.4847816% 0.4771315% 1.9668992% 1.8464308% 2.6330970% 0.8595236% 1.2996233% 0.6080368% 0.3815320% 1.7181871% 2.7500000% 1,320,000 Highlands 1,320,000 FSU WSSU 1.5775041% 2.4261138% 0.4003618% 2.0049166% 1.8044966% 2.4042130% 0.8284835% 1.2423021% 2.9674256% 0.8419455% 2.0707908% 2.7500000% 1,320,000 NC Arboretum 1,320,000 WSSU Bac/A&S: Baccalaurate Colleges - Arts and Sciences NCRC UNCA 1.5200110% 2.3378915% 0.3857903% 1.9502100% 1.7935560% 1.6911368% 0.7246537% 1.8342315% 2.1650433% 0.7998550% 1.9102989% 2.7500000% 1,320,000 NCSEAA 1,320,000 UNCA Bac/Diverse: Baccalaureate Colleges - Diverse Fields UNC Press ECSU 1.3187854% 1.9850022% 0.3303788% 1.4850359% 1.3196195% 1.0982713% 0.5203902% 1.2877422% 1.3958716% 0.5367228% 1.3874918% 2.7500000% 1,320,000 UNC-General Administration 1,320,000 ECSU Special Focus: Spec/Arts: Schools of Art, Music, a;nd Design UNCTV UNCSA 2.9933395% 0.3528893% 0.3346229% 1.6378791% 1.3453006% 0.5057779% 0.4651944% 1.0037254% 0.7358747% 0.3479200% 1.1477372% 2.7500000% 1,320,000 Coastal Studies Institute 1,320,000 UNCSA High School Special NCSSM 0.4057450% 0.0000000% 0.0405745% 0.8380687% 0.8724526% 0.3345801% 0.2726802% 0.6609846% 1.4183415% 0.4158652% 0.7291199% 2.7500000% 1,320,000 1,320,000 NCSSM TOTAL 100.0000000% 100.0000000% 20.0000000% 100.0000000% 100.0000000% 100.0000000% 40.0000000% 100.0000000% 100.0000000% 40.0000000% 100.0000000% 100.0000000% 48,000,000 Reserve 2,000,000 50,000,000 TOTAL 500 NCSU 1,710,058 360 6,446,226 11,395,721 42,549 3,145,824,405 0.340 398,988,002 Total 2,000,000 0 Amount to adjust Reserve UNC-CH 1,328,024 299 6,650,451 12,376,523 41,468 3,672,002,057 0.410 694,488,676 4% Ten-Year Historic Target 2,000,000 NC A&T 323,964 118 1,522,972 2,214,095 12,471 568,835,588 0.610 69,276,630 FLOOR $ $1,320,000 UNCG 330,634 215 1,594,173 2,865,565 20,820 1,166,007,858 0.590 168,023,530 Sum % of those above floor 89.0242594% FLOOR % 2.75% ECU 490,138 234 2,790,548 4,366,155 32,685 1,111,080,718 0.460 347,748,127 (i.e. 89% of the money is to those above the floor) UNCC 541,700 200 2,032,282 4,526,956 30,200 999,835,178 0.300 74,896,678 # of campuses at floor 7 ASU 249,112 153 1,408,728 2,408,270 20,730 568,381,031 0.340 92,702,877 Total % at floor (# of x 2.75%) 19.2500000% NCCU 145,158 71 1,108,441 1,679,463 9,559 562,477,507 0.600 54,566,245 (i.e. 19% of the campuses are at the floo UNCW 216,505 130 1,209,762 2,297,307 16,045 465,652,948 0.290 121,186,347 WCU 179,417 170 1,093,599 1,741,603 11,730 323,052,233 0.370 105,671,328 Adjustment factor for 90.7056128% UNCP 59,993 77 698,591 1,124,006 7,150 278,625,726 0.490 25,153,873 campuses above floor FSU 78,902 79 579,608 953,373 7,075 180,373,492 0.420 14,429,840 (Column P >2.75%) x factor WSSU 96,747 55 590,811 931,721 6,460 172,417,935 0.450 70,422,510 UNCA 93,221 53 574,690 926,072 4,544 254,571,266 0.530 51,380,491 ECSU 80,880 45 437,612 681,363 2,951 178,724,536 0.490 33,126,621 UNCSA 183,579 8 482,652 694,623 1,359 139,306,101 0.430 17,463,669 NCSSM 24,884 246,963 450,476 899 91,737,438 33,659,873 TOTAL 6,132,916 2,267 29,468,109 51,633,292 268,695 13,878,906,017 7.120 2,373,185,316 These 3 Columns used for 3-year rolling average of FCAP (current yr) (current yr -1) (current yr -2) % of Standard Classroom Us NASF GSF % of Standard for Lab Use 2014 2013 2012 NCSU 1 6,446,226 11,395,721 1.000000000 1,710,058 NCSU 414,734,839 398,783,500 383,445,666 UNC-CH 1 6,650,451 12,376,523 1.000000000 1,328,024 UNC-CH 721,898,028 694,132,698 667,435,302 NCA&T 1 1,522,972 2,214,095 1.000000000 323,964 NC A&T 72,010,766 69,241,125 66,577,999 UNC-G 1 1,594,173 2,865,565 1.000000000 330,634 UNCG 174,654,908 167,937,409 161,478,274 ECU 1 2,790,548 4,366,155 1.000000000 490,138 ECU 361,472,692 347,569,883 334,201,805 UNC-C 1 2,032,282 4,526,956 1.000000000 541,700 UNCC 77,852,617 74,858,290 71,979,127 ASU 1 1,408,728 2,408,270 1.000000000 249,112 ASU 96,361,574 92,655,363 89,091,693 NCCU 1 1,108,441 1,679,463 1.000000000 145,158 NCCU 56,719,812 54,538,275 52,440,648 UNC-W 1 1,209,762 2,297,307 1.000000000 216,505 UNCW 125,969,202 121,124,231 116,465,608 WCU 1 1,093,599 1,741,603 1.000000000 179,417 WCU 109,841,849 105,617,168 101,554,967 UNC-P 1 698,591 1,124,006 1.000000000 59,993 UNCP 26,146,619 25,140,979 24,174,020 FSU 1 579,608 953,373 1.000000000 78,902 FSU 14,999,345 14,422,441 13,867,735 WSSU 1 590,811 931,721 1.000000000 96,747 WSSU 73,201,874 70,386,413 67,679,242 UNC-A 1 574,690 926,072 1.000000000 93,221 UNCA 53,408,325 51,354,155 49,378,992 ECSU 1 437,612 681,363 1.000000000 80,880 ECSU 34,434,027 33,109,641 31,836,194 UNCSA* 1 482,652 694,623 1.000000000 183,579 UNCSA 18,152,910 17,454,726 16,783,372 NCSSM 1 246,963 450,476 1 24,884 NCSSM 34,988,325 33,642,627 32,348,667 29,468,109 51,633,292 6,132,916 Total 2,466,847,712 2,371,968,924 2,280,739,311 3-year rolling average FCAP This Section Requires Inspection and Manual Adjustment MISSION SIZE CONDITION WEIGHTED FORMULA Combined

40% SIZE:

  • NASF & GSF
  • Campus Population

Capital Planning Process

FY 2015-17

UNC 2015-16 R&R Allocation Model

slide-24
SLIDE 24 Rounded Affiliated Institutions and Reserve NASF Lab Space # of Degree Programs % Share @ 20% NASF GSF Campus Population % Share @ 40% CRV FCQI FCAP Deficiences % Share @ 40% % Share Adjusted for Floor
  • f 2.75%
$ Share 2,000,000 All RU/VH Research Universities - Very High Research Activity Total R&R 150,000,000 NCSU 27.8832777% 15.8800176% 4.3763295% 21.8752618% 22.0704909% 15.8354268% 7.9708239% 22.6662274% 16.8123407% 7.8957136% 20.2428671% 18.3614167% 8,813,480 University % 33% 8,813,500 NCSU UNC-CH 21.6540386% 13.1892369% 3.4843276% 22.5682992% 23.9700444% 15.4331119% 8.2628607% 26.4574315% 29.2639884% 11.1442840% 22.8914723% 20.7638502% 9,966,648 University Allocation 50,000,000 9,966,500 UNC-CH RU/H Research Universities - High Research Activity To State Energy Office NC A&T 5.2823812% 5.2051169% 1.0487498% 5.1682040% 4.2881151% 4.6413219% 1.8796855% 4.0985621% 2.9191412% 1.4035407% 4.3319760% 3.9293453% 1,886,086 1,886,100 NC A&T UNCG 5.3911386% 9.4838994% 1.4875038% 5.4098246% 5.5498398% 7.7485625% 2.4944303% 8.4012951% 7.0800847% 3.0962760% 7.0782100% 6.4203338% 3,081,760 $ Available for Allocation 50,000,000 3,081,800 UNCG DRU Doctoral/Research Universities ECU 7.9919242% 10.3220115% 1.8313936% 9.4697220% 8.4560849% 12.1643499% 4.0120209% 8.0055353% 14.6532226% 4.5317516% 10.3751660% 9.4108579% 4,517,212 4,517,200 ECU UNCC 8.8326662% 8.8222320% 1.7654898% 6.8965470% 8.7675138% 11.2395095% 3.5871427% 7.2039913% 3.1559557% 2.0719894% 7.4246219% 6.7345488% 3,232,583 3,232,700 UNCC Master's/L Masters Colleges and Universities - Larger Programs Specific Allocations 2,000,000 ASU 4.0618851% 6.7490075% 1.0810893% 4.7805171% 4.6641806% 7.7150673% 2.2879687% 4.0952870% 3.9062637% 1.6003101% 4.9693681% 4.5074958% 2,163,598 $ for Campus Allottments 48,000,000 2,163,600 ASU NCCU 2.3668676% 3.1318924% 0.5498760% 3.7614935% 3.2526747% 3.5575653% 1.4095645% 4.0527510% 2.2992829% 1.2704068% 3.2298472% 2.9296527% 1,406,233 1,406,200 NCCU UNCW 3.5302130% 5.7344508% 0.9264664% 4.1053262% 4.4492747% 5.9714546% 1.9368074% 3.3551128% 5.1064848% 1.6923195% 4.5555933% 4.1321788% 1,983,446 Specific Allocations: 1,983,400 UNCW WCU 2.9254762% 7.4988972% 1.0424373% 3.7111272% 3.3730234% 4.3655446% 1.5266260% 2.3276491% 4.4527213% 1.3560741% 3.9251374% 3.5603200% 1,708,954 1,709,000 WCU Master's/M Masters Colleges and Universities - Medium Programs UNCP 0.9782133% 3.3965593% 0.4374773% 2.3706679% 2.1769017% 2.6610097% 0.9611439% 2.0075482% 1.0599203% 0.6134937% 2.0121149% 2.7500000% 1,320,000 1,320,000 UNCP Master's/S Masters Colleges and Universities - Smaller Programs FSU 1.2865332% 3.4847816% 0.4771315% 1.9668992% 1.8464308% 2.6330970% 0.8595236% 1.2996233% 0.6080368% 0.3815320% 1.7181871% 2.7500000% 1,320,000 Highlands 1,320,000 FSU WSSU 1.5775041% 2.4261138% 0.4003618% 2.0049166% 1.8044966% 2.4042130% 0.8284835% 1.2423021% 2.9674256% 0.8419455% 2.0707908% 2.7500000% 1,320,000 NC Arboretum 1,320,000 WSSU Bac/A&S: Baccalaurate Colleges - Arts and Sciences NCRC UNCA 1.5200110% 2.3378915% 0.3857903% 1.9502100% 1.7935560% 1.6911368% 0.7246537% 1.8342315% 2.1650433% 0.7998550% 1.9102989% 2.7500000% 1,320,000 NCSEAA 1,320,000 UNCA Bac/Diverse: Baccalaureate Colleges - Diverse Fields UNC Press ECSU 1.3187854% 1.9850022% 0.3303788% 1.4850359% 1.3196195% 1.0982713% 0.5203902% 1.2877422% 1.3958716% 0.5367228% 1.3874918% 2.7500000% 1,320,000 UNC-General Administration 1,320,000 ECSU Special Focus: Spec/Arts: Schools of Art, Music, a;nd Design UNCTV UNCSA 2.9933395% 0.3528893% 0.3346229% 1.6378791% 1.3453006% 0.5057779% 0.4651944% 1.0037254% 0.7358747% 0.3479200% 1.1477372% 2.7500000% 1,320,000 Coastal Studies Institute 1,320,000 UNCSA High School Special NCSSM 0.4057450% 0.0000000% 0.0405745% 0.8380687% 0.8724526% 0.3345801% 0.2726802% 0.6609846% 1.4183415% 0.4158652% 0.7291199% 2.7500000% 1,320,000 1,320,000 NCSSM TOTAL 100.0000000% 100.0000000% 20.0000000% 100.0000000% 100.0000000% 100.0000000% 40.0000000% 100.0000000% 100.0000000% 40.0000000% 100.0000000% 100.0000000% 48,000,000 Reserve 2,000,000 50,000,000 TOTAL 500 NCSU 1,710,058 360 6,446,226 11,395,721 42,549 3,145,824,405 0.340 398,988,002 Total 2,000,000 0 Amount to adjust Reserve UNC-CH 1,328,024 299 6,650,451 12,376,523 41,468 3,672,002,057 0.410 694,488,676 4% Ten-Year Historic Target 2,000,000 NC A&T 323,964 118 1,522,972 2,214,095 12,471 568,835,588 0.610 69,276,630 FLOOR $ $1,320,000 UNCG 330,634 215 1,594,173 2,865,565 20,820 1,166,007,858 0.590 168,023,530 Sum % of those above floor 89.0242594% FLOOR % 2.75% ECU 490,138 234 2,790,548 4,366,155 32,685 1,111,080,718 0.460 347,748,127 (i.e. 89% of the money is to those above the floor) UNCC 541,700 200 2,032,282 4,526,956 30,200 999,835,178 0.300 74,896,678 # of campuses at floor 7 ASU 249,112 153 1,408,728 2,408,270 20,730 568,381,031 0.340 92,702,877 Total % at floor (# of x 2.75%) 19.2500000% NCCU 145,158 71 1,108,441 1,679,463 9,559 562,477,507 0.600 54,566,245 (i.e. 19% of the campuses are at the floo UNCW 216,505 130 1,209,762 2,297,307 16,045 465,652,948 0.290 121,186,347 WCU 179,417 170 1,093,599 1,741,603 11,730 323,052,233 0.370 105,671,328 Adjustment factor for 90.7056128% UNCP 59,993 77 698,591 1,124,006 7,150 278,625,726 0.490 25,153,873 campuses above floor FSU 78,902 79 579,608 953,373 7,075 180,373,492 0.420 14,429,840 (Column P >2.75%) x factor WSSU 96,747 55 590,811 931,721 6,460 172,417,935 0.450 70,422,510 UNCA 93,221 53 574,690 926,072 4,544 254,571,266 0.530 51,380,491 ECSU 80,880 45 437,612 681,363 2,951 178,724,536 0.490 33,126,621 UNCSA 183,579 8 482,652 694,623 1,359 139,306,101 0.430 17,463,669 NCSSM 24,884 246,963 450,476 899 91,737,438 33,659,873 TOTAL 6,132,916 2,267 29,468,109 51,633,292 268,695 13,878,906,017 7.120 2,373,185,316 These 3 Columns used for 3-year rolling average of FCAP (current yr) (current yr -1) (current yr -2) % of Standard Classroom Us NASF GSF % of Standard for Lab Use 2014 2013 2012 NCSU 1 6,446,226 11,395,721 1.000000000 1,710,058 NCSU 414,734,839 398,783,500 383,445,666 UNC-CH 1 6,650,451 12,376,523 1.000000000 1,328,024 UNC-CH 721,898,028 694,132,698 667,435,302 NCA&T 1 1,522,972 2,214,095 1.000000000 323,964 NC A&T 72,010,766 69,241,125 66,577,999 UNC-G 1 1,594,173 2,865,565 1.000000000 330,634 UNCG 174,654,908 167,937,409 161,478,274 ECU 1 2,790,548 4,366,155 1.000000000 490,138 ECU 361,472,692 347,569,883 334,201,805 UNC-C 1 2,032,282 4,526,956 1.000000000 541,700 UNCC 77,852,617 74,858,290 71,979,127 ASU 1 1,408,728 2,408,270 1.000000000 249,112 ASU 96,361,574 92,655,363 89,091,693 NCCU 1 1,108,441 1,679,463 1.000000000 145,158 NCCU 56,719,812 54,538,275 52,440,648 UNC-W 1 1,209,762 2,297,307 1.000000000 216,505 UNCW 125,969,202 121,124,231 116,465,608 WCU 1 1,093,599 1,741,603 1.000000000 179,417 WCU 109,841,849 105,617,168 101,554,967 UNC-P 1 698,591 1,124,006 1.000000000 59,993 UNCP 26,146,619 25,140,979 24,174,020 FSU 1 579,608 953,373 1.000000000 78,902 FSU 14,999,345 14,422,441 13,867,735 WSSU 1 590,811 931,721 1.000000000 96,747 WSSU 73,201,874 70,386,413 67,679,242 UNC-A 1 574,690 926,072 1.000000000 93,221 UNCA 53,408,325 51,354,155 49,378,992 ECSU 1 437,612 681,363 1.000000000 80,880 ECSU 34,434,027 33,109,641 31,836,194 UNCSA* 1 482,652 694,623 1.000000000 183,579 UNCSA 18,152,910 17,454,726 16,783,372 NCSSM 1 246,963 450,476 1 24,884 NCSSM 34,988,325 33,642,627 32,348,667 29,468,109 51,633,292 6,132,916 Total 2,466,847,712 2,371,968,924 2,280,739,311 3-year rolling average FCAP This Section Requires Inspection and Manual Adjustment MISSION SIZE CONDITION WEIGHTED FORMULA Combined

40% CONDITION:

  • CRV
  • 3-Year FCAP

Capital Planning Process

FY 2015-17

UNC 2015-16 R&R Allocation Model

slide-25
SLIDE 25 Rounded Affiliated Institutions and Reserve NASF Lab Space # of Degree Programs % Share @ 20% NASF GSF Campus Population % Share @ 40% CRV FCQI FCAP Deficiences % Share @ 40% % Share Adjusted for Floor
  • f 2.75%
$ Share 2,000,000 All RU/VH Research Universities - Very High Research Activity Total R&R 150,000,000 NCSU 27.8832777% 15.8800176% 4.3763295% 21.8752618% 22.0704909% 15.8354268% 7.9708239% 22.6662274% 16.8123407% 7.8957136% 20.2428671% 18.3614167% 8,813,480 University % 33% 8,813,500 NCSU UNC-CH 21.6540386% 13.1892369% 3.4843276% 22.5682992% 23.9700444% 15.4331119% 8.2628607% 26.4574315% 29.2639884% 11.1442840% 22.8914723% 20.7638502% 9,966,648 University Allocation 50,000,000 9,966,500 UNC-CH RU/H Research Universities - High Research Activity To State Energy Office NC A&T 5.2823812% 5.2051169% 1.0487498% 5.1682040% 4.2881151% 4.6413219% 1.8796855% 4.0985621% 2.9191412% 1.4035407% 4.3319760% 3.9293453% 1,886,086 1,886,100 NC A&T UNCG 5.3911386% 9.4838994% 1.4875038% 5.4098246% 5.5498398% 7.7485625% 2.4944303% 8.4012951% 7.0800847% 3.0962760% 7.0782100% 6.4203338% 3,081,760 $ Available for Allocation 50,000,000 3,081,800 UNCG DRU Doctoral/Research Universities ECU 7.9919242% 10.3220115% 1.8313936% 9.4697220% 8.4560849% 12.1643499% 4.0120209% 8.0055353% 14.6532226% 4.5317516% 10.3751660% 9.4108579% 4,517,212 4,517,200 ECU UNCC 8.8326662% 8.8222320% 1.7654898% 6.8965470% 8.7675138% 11.2395095% 3.5871427% 7.2039913% 3.1559557% 2.0719894% 7.4246219% 6.7345488% 3,232,583 3,232,700 UNCC Master's/L Masters Colleges and Universities - Larger Programs Specific Allocations 2,000,000 ASU 4.0618851% 6.7490075% 1.0810893% 4.7805171% 4.6641806% 7.7150673% 2.2879687% 4.0952870% 3.9062637% 1.6003101% 4.9693681% 4.5074958% 2,163,598 $ for Campus Allottments 48,000,000 2,163,600 ASU NCCU 2.3668676% 3.1318924% 0.5498760% 3.7614935% 3.2526747% 3.5575653% 1.4095645% 4.0527510% 2.2992829% 1.2704068% 3.2298472% 2.9296527% 1,406,233 1,406,200 NCCU UNCW 3.5302130% 5.7344508% 0.9264664% 4.1053262% 4.4492747% 5.9714546% 1.9368074% 3.3551128% 5.1064848% 1.6923195% 4.5555933% 4.1321788% 1,983,446 Specific Allocations: 1,983,400 UNCW WCU 2.9254762% 7.4988972% 1.0424373% 3.7111272% 3.3730234% 4.3655446% 1.5266260% 2.3276491% 4.4527213% 1.3560741% 3.9251374% 3.5603200% 1,708,954 1,709,000 WCU Master's/M Masters Colleges and Universities - Medium Programs UNCP 0.9782133% 3.3965593% 0.4374773% 2.3706679% 2.1769017% 2.6610097% 0.9611439% 2.0075482% 1.0599203% 0.6134937% 2.0121149% 2.7500000% 1,320,000 1,320,000 UNCP Master's/S Masters Colleges and Universities - Smaller Programs FSU 1.2865332% 3.4847816% 0.4771315% 1.9668992% 1.8464308% 2.6330970% 0.8595236% 1.2996233% 0.6080368% 0.3815320% 1.7181871% 2.7500000% 1,320,000 Highlands 1,320,000 FSU WSSU 1.5775041% 2.4261138% 0.4003618% 2.0049166% 1.8044966% 2.4042130% 0.8284835% 1.2423021% 2.9674256% 0.8419455% 2.0707908% 2.7500000% 1,320,000 NC Arboretum 1,320,000 WSSU Bac/A&S: Baccalaurate Colleges - Arts and Sciences NCRC UNCA 1.5200110% 2.3378915% 0.3857903% 1.9502100% 1.7935560% 1.6911368% 0.7246537% 1.8342315% 2.1650433% 0.7998550% 1.9102989% 2.7500000% 1,320,000 NCSEAA 1,320,000 UNCA Bac/Diverse: Baccalaureate Colleges - Diverse Fields UNC Press ECSU 1.3187854% 1.9850022% 0.3303788% 1.4850359% 1.3196195% 1.0982713% 0.5203902% 1.2877422% 1.3958716% 0.5367228% 1.3874918% 2.7500000% 1,320,000 UNC-General Administration 1,320,000 ECSU Special Focus: Spec/Arts: Schools of Art, Music, a;nd Design UNCTV UNCSA 2.9933395% 0.3528893% 0.3346229% 1.6378791% 1.3453006% 0.5057779% 0.4651944% 1.0037254% 0.7358747% 0.3479200% 1.1477372% 2.7500000% 1,320,000 Coastal Studies Institute 1,320,000 UNCSA High School Special NCSSM 0.4057450% 0.0000000% 0.0405745% 0.8380687% 0.8724526% 0.3345801% 0.2726802% 0.6609846% 1.4183415% 0.4158652% 0.7291199% 2.7500000% 1,320,000 1,320,000 NCSSM TOTAL 100.0000000% 100.0000000% 20.0000000% 100.0000000% 100.0000000% 100.0000000% 40.0000000% 100.0000000% 100.0000000% 40.0000000% 100.0000000% 100.0000000% 48,000,000 Reserve 2,000,000 50,000,000 TOTAL 500 NCSU 1,710,058 360 6,446,226 11,395,721 42,549 3,145,824,405 0.340 398,988,002 Total 2,000,000 0 Amount to adjust Reserve UNC-CH 1,328,024 299 6,650,451 12,376,523 41,468 3,672,002,057 0.410 694,488,676 4% Ten-Year Historic Target 2,000,000 NC A&T 323,964 118 1,522,972 2,214,095 12,471 568,835,588 0.610 69,276,630 FLOOR $ $1,320,000 UNCG 330,634 215 1,594,173 2,865,565 20,820 1,166,007,858 0.590 168,023,530 Sum % of those above floor 89.0242594% FLOOR % 2.75% ECU 490,138 234 2,790,548 4,366,155 32,685 1,111,080,718 0.460 347,748,127 (i.e. 89% of the money is to those above the floor) UNCC 541,700 200 2,032,282 4,526,956 30,200 999,835,178 0.300 74,896,678 # of campuses at floor 7 ASU 249,112 153 1,408,728 2,408,270 20,730 568,381,031 0.340 92,702,877 Total % at floor (# of x 2.75%) 19.2500000% NCCU 145,158 71 1,108,441 1,679,463 9,559 562,477,507 0.600 54,566,245 (i.e. 19% of the campuses are at the floo UNCW 216,505 130 1,209,762 2,297,307 16,045 465,652,948 0.290 121,186,347 WCU 179,417 170 1,093,599 1,741,603 11,730 323,052,233 0.370 105,671,328 Adjustment factor for 90.7056128% UNCP 59,993 77 698,591 1,124,006 7,150 278,625,726 0.490 25,153,873 campuses above floor FSU 78,902 79 579,608 953,373 7,075 180,373,492 0.420 14,429,840 (Column P >2.75%) x factor WSSU 96,747 55 590,811 931,721 6,460 172,417,935 0.450 70,422,510 UNCA 93,221 53 574,690 926,072 4,544 254,571,266 0.530 51,380,491 ECSU 80,880 45 437,612 681,363 2,951 178,724,536 0.490 33,126,621 UNCSA 183,579 8 482,652 694,623 1,359 139,306,101 0.430 17,463,669 NCSSM 24,884 246,963 450,476 899 91,737,438 33,659,873 TOTAL 6,132,916 2,267 29,468,109 51,633,292 268,695 13,878,906,017 7.120 2,373,185,316 These 3 Columns used for 3-year rolling average of FCAP (current yr) (current yr -1) (current yr -2) % of Standard Classroom Us NASF GSF % of Standard for Lab Use 2014 2013 2012 NCSU 1 6,446,226 11,395,721 1.000000000 1,710,058 NCSU 414,734,839 398,783,500 383,445,666 UNC-CH 1 6,650,451 12,376,523 1.000000000 1,328,024 UNC-CH 721,898,028 694,132,698 667,435,302 NCA&T 1 1,522,972 2,214,095 1.000000000 323,964 NC A&T 72,010,766 69,241,125 66,577,999 UNC-G 1 1,594,173 2,865,565 1.000000000 330,634 UNCG 174,654,908 167,937,409 161,478,274 ECU 1 2,790,548 4,366,155 1.000000000 490,138 ECU 361,472,692 347,569,883 334,201,805 UNC-C 1 2,032,282 4,526,956 1.000000000 541,700 UNCC 77,852,617 74,858,290 71,979,127 ASU 1 1,408,728 2,408,270 1.000000000 249,112 ASU 96,361,574 92,655,363 89,091,693 NCCU 1 1,108,441 1,679,463 1.000000000 145,158 NCCU 56,719,812 54,538,275 52,440,648 UNC-W 1 1,209,762 2,297,307 1.000000000 216,505 UNCW 125,969,202 121,124,231 116,465,608 WCU 1 1,093,599 1,741,603 1.000000000 179,417 WCU 109,841,849 105,617,168 101,554,967 UNC-P 1 698,591 1,124,006 1.000000000 59,993 UNCP 26,146,619 25,140,979 24,174,020 FSU 1 579,608 953,373 1.000000000 78,902 FSU 14,999,345 14,422,441 13,867,735 WSSU 1 590,811 931,721 1.000000000 96,747 WSSU 73,201,874 70,386,413 67,679,242 UNC-A 1 574,690 926,072 1.000000000 93,221 UNCA 53,408,325 51,354,155 49,378,992 ECSU 1 437,612 681,363 1.000000000 80,880 ECSU 34,434,027 33,109,641 31,836,194 UNCSA* 1 482,652 694,623 1.000000000 183,579 UNCSA 18,152,910 17,454,726 16,783,372 NCSSM 1 246,963 450,476 1 24,884 NCSSM 34,988,325 33,642,627 32,348,667 29,468,109 51,633,292 6,132,916 Total 2,466,847,712 2,371,968,924 2,280,739,311 3-year rolling average FCAP This Section Requires Inspection and Manual Adjustment MISSION SIZE CONDITION WEIGHTED FORMULA Combined

ALLOCATION

Capital Planning Process

FY 2015-17

UNC 2015-16 R&R Allocation Model

slide-26
SLIDE 26

Capital Planning Process

FY 2015-17 Funds for Repairs and Renovations projects are appropriated by the General Assembly to the Board of Governors for allocation to the institutions. This appropriation is included in the 2015 Appropriations Act (House Bill 97 - S.L. 2015-241). By statute, the Board is directed to allocate such funds in accordance with guidelines developed in the UNC Funding Allocation Model for Repairs and Renovations and in accordance with any specifications in the Appropriations Act. Further, the 2015 Appropriations Act (House Bill 97 - S.L. 2015-241) Section 31.5.(d) requires “In making campus allocations of funds allocated to the Board

  • f Governors of The University of North Carolina in subsection (a) of this section,

the Board of Governors shall negatively weight the availability of non-State resources and carryforward funds available for repair and renovations and shall include information about the manner in which this subsection was complied with in any report submitted pursuant to G.S. 143C-4-3(d).”.

UNC 2015-16 R&R Allocation Model

slide-27
SLIDE 27

Capital Planning Process

FY 2015-17

METHODOLOGY A Baseline is R & R Allocation Model Required by Statute B GSF Analysis of Each Institution

  • Appropriated – General Fund Supported
  • Non-Appropriated – Receipts Supported

C Total Receipts Analysis of Each Institution

  • F & A
  • Housing
  • Food Service
  • Student Services
  • Parking

UNC 2015-16 R&R Allocation Model

slide-28
SLIDE 28

Capital Planning Process

FY 2015-17

METHODOLOGY D Established 4 Tier-Levels for Institutions

  • Based on Total Receipts
  • Natural Receipt Total Groupings at Tier 1 Level Institutions

E Developed Re-Allocation Models with Tier Levels

  • Identified Tier 1 Level Institutions for Re-Allocation of R&R Funds
  • Goal of 5-10% Increase in R&R Allocation to Tiers 2-3-4 institutions
  • Goal of 10% reduction in R&R Allocation to Tier 1 Institutions

F Developed 4% Re-Allocation Model Based on A thru E Analysis G 2015-16 Allocations – Reserve for Repair and Renovation

  • Board of Governors Allocated December 2015

UNC 2015-16 R&R Allocation Model

slide-29
SLIDE 29

Capital Planning Process

FY 2015-17

INSTITUTION $ Allocation ASU 2,311,700 ECU 4,826,500 ECSU 1,410,300 FSU 1,410,300 NCA&T 2,015,300 NCCU 1,502,500 NCSSM 1,410,300 NCSU 8,013,500 UNCA 1,410,300 UNC-CH 8,766,500 UNCC 3,453,900 UNCG 3,292,800 UNCP 1,410,300 UNCW 2,119,200 UNCSA 1,410,300 WCU 1,826,000 WSSU 1,410,300 Reserve for Affiliated Institutions and Contingencies (Historically 4%) 2,000,000 Total 50,000,000

UNC 2015 Repairs & Renovations Allocation

UNC 2015-16 R&R Allocation Model

slide-30
SLIDE 30

Capital Planning Process

FY 2015-17

UNC 2015-16 R&R Allocation GOB

Institution Renewal Project

Enrollment (Fall-2014)

ECSU Moore Hall-Complete Building Renovation $8,510,000 $8,500,000 ECSU GR Little Library-Complete Building Renovation $4,500,000 $4,500,000

$13,010,000 $13,000,000 1,767

UNCA Owen Hall Renovation $15,150,000 $21,100,000

$15,150,000 $21,100,000 3,496

UNCSA Old Library Renovation $7,350,000 $8,000,000 UNCSA Performance Place Renovation $2,130,000 $2,900,000

$9,480,000 $10,900,000 1,219 $37,640,000 Total: $45,000,000 Total:

Allocation Request

TARGETED CAPITAL RENEWAL PROJECTS

( $45 Million Available )