2. UKZN Resource Allocation Model Presentation to Senate 4 th April 2007 Glen Barnes Director, Management Information, UKZN

3. Introduction  Revised budgeting process The need to have an objective-based allocation of resources To move away from an ‘inherited’ allocation framework Result of the BWG over the last 4-5 months

4. Components of the model  Detailed areas of income  Allocations across sectors Strategic, Contractual, College, Support  Allocations within sectors Strategic initiatives, Contractual obligations, Faculty data & drivers, Benchmarking & best practice  Migration & implementation Not for 2007, towards a 3-5 year budget plan

6. Sector allocations  Strategic sector  Contractual sector Actual amounts identified to cover strategic initiatives & contractual obligations …

8. Sector allocations …  College sector Faculty data & drivers …  Support sector Process of benchmarking & better practice …

11. Migration & implementation  College sector Align college proportions within the sector Migration over 3 years  Support sector Revisit the ‘contractual’ obligations within portfolios Align the portfolio proportions within the sector  Incorporate into the 3 to 5 year budget plan

12. Thank you …

15. Enrolment Planning 2008-2010 Presentation to Senate 4 th April 2007 Glen Barnes Director, Management Information, UKZN

16. Introduction  Response by the DoE on UKZN enrolment plan and funding for 2007 to 2010  Main points from the DoE, implications... Enrolment numbers & FTEs Major fields of study & Qualification types Student success rates Graduates

17. Student enrolments - subsidised  Headcount enrolments to increase from 40700 (2005) to a maximum of 42500 (2010)  To-date subsidised enrolments are 33400, a total of 37681 projected for 2007  An increase of 4% each year to reach the DoE maximum of 42500 by 2010

18. Student enrolments - total  Headcount enrolments to increase from 40000 (2007 projected) to 44800 (2010)  Slight drop in non-subsidised enrolments from 2338 (2006) to 2310 (2007 to 2010)  NB: 4% increase per year from 2007 to 2010

19. Major fields of study  By 2010 … 30% SET 26% Business & Management 44% Humanities & Education  At least 9% Education  Currently (2006) … 30.0% SET 25.4% B&M 44.6% H&E  30.9% Humanities  13.7% Education

20. Qualification types  By 2010 … 10% in undergraduate diplomas ?? 62% in undergraduate degrees (72% total UG) 14% in postgraduate below Masters At least 14% in Masters & Doctoral (28% total PG)  Currently (2006) … 7.6% in undergraduate diplomas 64.1% in undergraduate degrees (71.7% total UG) 12.7% in postgraduate below Masters 14.2% in Masters & Doctoral (26.9% total PG) (1.4% occasional students)

21. Full-time Equivalents (FTEs)  By 2010 … 33100 FTEs HC:FTE ratio of 0.779  Currently (2006) … 29354 FTEs HC:FTE ratio of 0.813  2005 ratio was 0.792

22. Student success rate  The percentage of passed FTEs relative to enrolled FTEs for subsidized qualifications  By 2010 … 78% for both contact & distance  Currently (being finalized) … 2005 was 72.90% and reflects a decrease from 76.29% in 2003

23. SUBSIDISED 200320042005 CONTACT 1a. Undergraduate80.99%78.42%77.55% 2a. Postgraduate less than Masters85.40%83.25%79.09% 3a. Masters69.35%69.13%68.38% 4a. Doctors56.02%35.32%41.91% Overall Contact success rate80.36%77.54%76.44% DISTANCE200320042005 1a. Undergraduate66.81%85.60%84.34% 2a. Postgraduate less than Masters47.52%31.85%23.14% 3a. Masters53.33%86.62% Overall Distance success rate56.46%48.02%43.98% CONTACT & DISTANCE success rate76.29%73.28%72.90%

24. Graduates  By 2010 … Increase from 20% (2005) to 22% (2010) ? At least 9400 subsidised graduates 22.12% of total headcounts  Currently … 2005 was 22.2% and is retained in the plan to give 9435 graduates in 2010

25. SUBSIDISED YEAR TOTAL HEADCOUNT TOTAL GRADUATES % OF HEADCOUNT 2003 45351943320.80% 2004 40751835420.50% 2005 40704831722.20% 2006 374948324 (8292)22.20% 2007 37681836522.20% 2008 39189870022.20% 2009 40756904822.20% 2010 42500943522.20%

26. Conclusions  Finalize discrepancies in the document  Engage with the Deans on adjustments according to the guidelines  Advise the budgeting process and 3-5 year budget plan Subsidy income projections Student fee income projections

27. Thank you …