1. Board of Regents Strategic Planning Study Session A Brief Discussion of UCB Peer Financial Comparative Data April 10, 2006

2. University of Colorado at Boulder Who are the UCB peers? How does UCB compare to its peers financially? How is UCB expending funds compared to peers?

3. University of Colorado at Boulder Location of AAU Publics and Privates

4. University of Colorado at Boulder AAU Public Institutions * With medical schools Arizona * Colorado Florida * Illinois Indiana Iowa * Iowa St Kansas Maryland Michigan * Michigan St * Minnesota * Missouri * N Carolina * Nebraska Ohio St * Oregon Penn St Pittsburgh * Purdue Rutgers SUNY-Buffalo * SUNY-SB * Texas Texas A&M UC Berkeley UC Davis * UC Irvine * UCLA * UCSB UC San Diego * Virginia * Washington * Wisconsin*

5. University of Colorado at Boulder

8. Expense components FY04: UCB as percentage of non-medical AAU publics

9. University of Colorado at Boulder Investment Shortfalls Areas of historical under-funding relative to competitors: Tenured Faculty Lines Graduate Education (Ph.D. level) Research Support Need and Merit Based Financial Aid Physical Infrastructure

10. University of Colorado at Boulder

15. Higher Education Finance: A Guide for Evaluating Performance Relative to Financial Resources – NCHEMS 12/05 In the case of Colorado, lower levels of funding appear to have resulted in a diminished capacity to provide many of the services that students and faculty have come to expect at research institutions – e.g., instructional and academic support, access to certain degree programs, the number of faculty and administrators per student, and technical support. These data also raise several important questions: –With such lean levels of funding, how do Colorado’s public research institutions sustain above average performance? –Will their performance start to decline as a result of these low funding levels? –What levels of resources available to students, faculty, and staff are necessary to sustain or improve institutional performance?

16. University of Colorado at Boulder Summary In FY04, UCB revenues available to support academic programs were $6500 less per student than the non-medical peer average Although spending on instruction is comparable to peers, investments in support services, graduate education, financial aid, faculty lines and facilities are significantly below competing institutions At current resource levels, UCB will struggle to maintain nationally competitive academic programs needed to serve Colorado’s future