Appendices

Appendix I: Undergraduate (UG) Enrolment (Fall Full-Time Head Count)

First-Year Undergraduate Intake
By Campus	2014 Actual	2015 Actual	2016 Actual	2017 Actual	2018 Projected	2018 vs 2017
Waterloo campus	3,135	3,441	3,740	4,116	3,830	-286
Brantford campus	674	550	566	661	639	-22
Campus Total	3,809	3,991	4,306	4,777	4,469	-308
By Type of Student	2014 Actual	2015 Actual	2016 Actual	2017 Actual	2018 Projected	2018 vs 2017
Domestic	3,615	3,791	4,052	4,471	4,160	-311
International	194	200	254	306	309	3
Type of Student Total	3,809	3,991	4,306	4,777	4,469	-308
By Academic Faculty	2014 Actual	2015 Actual	2016 Actual	2017 Actual	2018 Projected	2018 vs 2017
Faculty of Arts	957	1,045	1,182	1,210	1,220	10
Faculty of Science	917	1,006	1,183	1,327	1,195	-132
Lazaridis School of Business and Economics	1,177	1,267	1,221	1,346	1,210	-136
Faculty of Music	111	92	122	123	125	2
Waterloo Campus Double Degree	85	134	133	170	150	-20
Faculty of Human and Social Sciences	234	257	264	339	276	-63
Faculty of Liberal Arts	294	132	140	204	231	27
Faculty of Social Work	34	58	61	58	62	4
Faculty of Education*	0	0	0	0	0	0
Academic Faculty Total	3,809	3,991	4,306	4,777	4,469	-308

Total Undergraduate Enrolment
By Campus	2014 Actual	2015 Actual	2016 Actual	2017 Actual	2018 Projected	2018 vs 2017
Waterloo campus	12,044	12,178	12,376	12,827	13,130	303
Brantford campus	2,763	2,647	2,474	2,406	2,448	42
Campus Total	14,807	14,825	14,850	15,233	15,578	345
By Type of Student	2014 Actual	2015 Actual	2016 Actual	2017 Actual	2018 Projected	2018 vs 2017
Domestic	14,163	14,013	14,015	14,265	14,497	232
International	644	812	835	968	1,081	113
Type of Student Total	14,807	14,825	14,850	15,233	15,578	345
By Academic Faculty	2014 Actual	2015 Actual	2016 Actual	2017 Actual	2018 Projected	2018 vs 2017
Faculty of Arts	4,206	4,057	4,114	4,001	4,128	127
Faculty of Science	3,349	3,417	3,602	3,935	4,015	80
Lazaridis School of Business and Economics	4,040	4,220	4,045	4,022	4,103	81
Faculty of Music	337	353	379	419	417	-2
Waterloo Campus Double Degree	244	292	330	418	458	40
Faculty of Human and Social Sciences	923	1,029	1,011	1,107	1,153	46
Faculty of Liberal Arts	1,473	1,188	972	910	883	-27
Faculty of Social Work	115	209	284	295	291	-4
Faculty of Education*	120	60	113	126	130	4
Academic Faculty Total	14,807	14,825	14,850	15,233	15,578	345

*Faculty of Education is a second entry UG program and therefore students are not included in the first year undergraduate intake figures.

Appendix II: Cost Driver Detailed Information

Definition: Institutional services that serve the University community as a whole.

Cost Driver: Faculty Direct Operating Expenses; based on prior year actuals (2016/17).

Shared Services: 2018/19 Costs.

2018/19 Costs for the Central Support Services Cost Pool
AVP (Unit Head)	Departmental	Institutional: Unit Oversight	Grand Total
AVP: Campus Operations and Risk Management	927,099	–	927,099
AVP: CPAM	3,110,613	291,754	3,402,367
AVP: Financial Resources	3,356,449	545,117	3,901,566
AVP: Student Services (Waterloo)	571,300	–	571,300
Office of General Counsel	324,308	470,000	794,308
President	1,132,327	31,469	1,163,796
Provost and VP: Academic	9,578,902	–	9,578,902
Secretariat	544,604	–	544,604
SEO – Brantford	816,658	–	816,658
VP: Development	386,137	–	386,137
VP: Finance and Administration	1,018,380	–	1,018,380
VP: Research	358,860	–	358,860
Central Support Services Total	22,124,637	1,338,340	23,463,977

Note: VP: Academic departmental expenses for 17/18 include the departmental expenses for the Central Academic Unit (CAU), the Laurier-Government of the Northwest Territories partnership (GNWT), the Academic Council on the United Nations System (ACUNS), as well as the faculty positions from the Voluntary Retirement Incentive Program (VRIP) pending re-deployment to a specific Faculty.

Faculty Allocation: Counts, Distribution in % and Distribution in Dollars for the Central Support Services Cost Pool
Faculty	Count ($)	Distribution in %	Distribution in $
Arts	30,006,150	24.0%	5,643,042
Lazaridis School	38,104,185	30.5%	7,165,982
Education	473,682	0.4%	89,082
HSS	6,135,774	4.9%	1,153,911
Liberal Arts	7,335,075	5.9%	1,379,455
Music	8,173,005	6.6%	1,537,039
SIPG	2,717,237	2.2%	511,011
Science	24,920,659	20.0%	4,686,650
Social Work	6,900,910	5.5%	1,297,805
Total	$125 million	100%	$23.4 million

Note: For each cost pool, the count refers to the count by Faculty of each cost driver. In the case of the Central Support Services cost pool, that count is the prior year Faculty direct operating expenses (2016/17).

Definition: Academic and administrative services that support students and employees.

Cost Driver: Community FTE (Faculty, Staff, Students); based on prior year actuals (2016/17).

Shared Services: 2018/19 Costs.

2018/19 Costs for Faculty, Staff and Student Services
AVP (Unit Head)	Departmental	Institutional: Unit Oversight	Grand Total
Associate VP: Teaching and Learning	943,711		943,711
AVP: Enrolment Services and Registrar	542,587		542,587
AVP: Human Resources	2,912,058	6,879,607	9,791,665
AVP: Student Services (Brantford)	119,555		119,555
AVP: Student Services (Waterloo)	516,411		516,411
CIO	7,305,068	5,114,820	12,419,888
Provost and VP: Academic	385,989	1,048,986	1,434,975
Secretariat	179,184		179,184
University Librarian	7,353,541	3,602,669	10,956,210
Central Support Services Total	20,258,104	16,646,082	36,904,186

Faculty Allocation: Counts for the Faculty, Staff and Student Services Cost Pool
Cost Driver Faculties	Library	Library	Human Resources	CTIE	Faculty Relations	All Other Services*
Cost Driver (16/17)	Community FTE	Research Intensity	Faculty and Staff only	Faculty and Students only	Faculty FTE	Community FTE
Cost Driver %	80%	20%	100%	100%	100%	100%
Arts	4,900	3,027,342	223	4,878	201	4,900
Lazaridis	5,344	2,377,827	199	5,321	176	5,344
Education	159	152,077	36	137	14	159
HSS	1,218	133,963	58	1,196	36	1,218
Liberal Arts	1,218	313,640	79	1,196	57	1,218
Music	487	–	56	465	34	487
SIPG	33	–	33	11	11	33
Science	4,395	4,939,296	157	4,373	135	4,395
Social Work	561	328,621	58	539	36	561
Total	18,315	11,272,766	899	18,117	701	18,315

Faculty Allocation: Distribution % for the Faculty, Staff and Student Services Cost Pool
Cost Driver Faculties	Library	Library	Human Resources	CTIE	Faculty Relations	All Other Services*
Cost Driver (16/17)	Community FTE	Research Intensity	Faculty and Staff only	Faculty and Students only	Faculty FTE	Community FTE
Cost Driver %	80%	20%	100%	100%	100%	100%
Arts	26.8%	26.9%	24.9%	26.9%	28.7%	26.8%
Lazaridis	29.2%	21.1%	22.1%	29.4%	25.2%	29.2%
Education	0.9%	1.3%	4.0%	0.8%	1.9%	0.9%
HSS	6.7%	1.2%	6.5%	6.6%	5.2%	6.7%
Liberal Arts	6.6%	2.8%	8.8%	6.6%	8.1%	6.6%
Music	2.7%	0.0%	6.2%	2.6%	4.9%	2.7%
SIPG	0.2%	0.0%	3.7%	0.1%	1.5%	0.2%
Science	24.0%	43.8%	17.5%	24.1%	19.3%	24.0%
Social Work	3.1%	2.9%	6.5%	3.0%	5.1%	3.1%
Total	100%	100%	100%	100%	100%	100%

Faculty Allocation: Distribution $ for the Faculty, Staff and Student Services Cost Pool
Cost Driver Faculties	Library	Library	Human Resources	CTIE	Faculty Relations	All Other Services*
Cost Driver (16/17)	Community FTE	Research Intensity	Faculty and Staff only	Faculty and Students only	Faculty FTE	Community FTE
Cost Driver %	80%	20%	100%	100%	100%	100%
Arts	2,345,195	588,466	2,433,722	254,120	412,492	3,686,404
Lazaridis	2,557,228	462,211	2,162,111	277,199	361,420	4,019,698
Education	75,872	29,561	387,052	7,110	27,646	119,263
HSS	583,007	26,040	634,268	62,311	74,131	916,427
Liberal Arts	582,816	60,966	858,615	62,290	116,316	916,127
Music	233,128	–	611,398	24,227	69,831	366,454
SIPG	15,722	–	357,792	563	22,144	24,714
Science	2,103,505	960,119	1,714,616	227,813	277,275	3,306,493
Social Work	268,494	63,879	632,090	28,077	73,721	422,048
Total	8,764,968	2,191,242	9,791,665	943,711	1,434,975	13,777,625

*All other services are: Dispute Resolution, Diversity and Equity Services, Global Engagement and ICT.

Definition: Costs related to the University’s use of physical space.

Cost Driver: Current Net Assignable Square Metres (NASM); Student FTE (2016/17); Adjusted Course Registration (2016/17).

Shared Services: 2018/19 Costs.

2018/19 Costs for the Occupancy Cost Pool
AVP (Unit Head)	Departmental	Institutional: Unit Oversight	Grand Total
Associate VP: Teaching and Learning	–	50,000	50,000
AVP: Campus Operations and Risk Management	4,077,800	–	4,077,800
AVP: Facilities and Asset Management	11,449,384	9,162,873	20,612,257
AVP: Student Services (Athletics)	138,686	–	138,686
AVP: Student Services (Brantford)	336,494	–	336,494
Occupancy Total	16,002,364	9,212,873	25,215,237

Faculty Allocation: Counts for the Occupancy Cost Pool
Cost Driver Faculties	Faculty Assigned Space	Community/ Unassigned Space	Shared Teaching/ Shared Research
Cost Driver (16/17)	NASM	Community FTE	Adjusted Course Registrations
Cost Driver %	100%	100%	100%
Arts	58,219	4,900.47	38,840
Lazaridis	57,103	5,343.53	38,901
Education	2,611	158.54	1,238
HSS	13,297	1,218.24	12,421
Liberal Arts	10,541	1,217.84	11,874
Music	66,214	487.14	2,651
SIPG	–	32.85	255
Science	123,875	4,395.44	34,674
Social Work	16,455	561.04	3,674
Total	348,315	18,315	144,528

Faculty Allocation: Distribution % for the Occupancy Cost Pool
Cost Driver Faculties	Faculty Assigned Space	Community/ Unassigned Space	Shared Teaching/ Shared Research
Cost Driver (16/17)	NASM	Community FTE	Adjusted Course Registrations
Cost Driver %	20.35%	67.95%	11.69%
Arts	16.7%	26.8%	26.9%
Lazaridis	16.4%	29.2%	26.9%
Education	0.7%	0.9%	0.9%
HSS	3.8%	6.7%	8.6%
Liberal Arts	3.0%	6.6%	8.2%
Music	19.0%	2.7%	1.8%
SIPG	0.0%	0.2%	0.2%
Science	35.6%	24.0%	24.0%
Social Work	4.7%	3.1%	2.5%
Total	100%	100%	100%

Faculty Allocation: Distribution $ for the Occupancy Cost Pool
Cost Driver Faculties	Faculty Assigned Space	Community/ Unassigned Space	Shared Teaching/ Shared Research
Cost Driver (16/17)	NASM	Community FTE	Adjusted Course Registrations
Cost Driver %	80%	20%	100%
Arts	857,814	4,584,718	792,260
Lazaridis	841,370	4,999,230	793,504
Education	38,475	148,325	25,253
HSS	195,919	1,139,745	253,364
Liberal Arts	155,319	1,139,371	242,206
Music	975,604	455,752	54,075
SIPG	–	30,736	5,201
Science	1,825,203	4,112,228	707,281
Social Work	242,450	524,890	74,942
Total	5,132,155	17,134,996	2,948,087

Definition: Services in support of the growth of research and scholarly activity.

Cost Driver: External Research Expenditures (3 year average – 2014/15, 2015/16 and 2016/17) and Faculty FTE (2016/17).

Shared Services: 2018/19 Costs.

2018/19 Costs for the Research Support Cost Pool

AVP (unit head): AVP: Financial Resources
- Departmental: 224,644
- Institutional oversight: N/A
- Grand total: 224,644
AVP (unit head): VP: Research
- Departmental: 1,075,901
- Institutional oversight: N/A
- Grand total: 1,075,901
Research support total
- Departmental: 1,300,545
- Grand total: 1,300,545

Faculty Allocation: Counts for the Research Support Cost Pool
Cost Driver Faculties	Research Services	Research Services	Research Finance
Cost Driver (16/17)	Research Expenditures	Faculty FTE	Research Expenditures
Cost Driver %	33%	67%	100%
Arts	3,027,342	201.43	3,027,342
Lazaridis	2,377,827	176.49	2,377,827
Education	152,077	13.50	152,077
HSS	133,963	36.20	133,953
Liberal Arts	313,640	56.80	313,640
Music		34.10
SIPG		10.81
Science	4,939,296	135.40	4,939,296
Social Work	328,621	36.00	328,621
Total	11,272,766	700.73	11,272,766

Faculty Allocation: Distribution in % for the Research Support Cost Pool
Cost Driver Faculties	Research Services	Research Services	Research Finance
Cost Driver (16/17)	Research Intensity	Faculty FTE	Research Intensity
Cost Driver %	33%	67%	100%
Arts	26.9%	28.7%	26.9%
Lazaridis	21.1%	25.2%	21.1%
Education	1.3%	1.9%	1.3%
HSS	1.2%	5.2%	1.2%
Liberal Arts	2.8%	8.1%	2.8%
Music	0.0%	4.9%	0.0%
SIPG	0.0%	1.5%	0.0%
Science	43.8%	19.3%	43.8%
Social Work	2.9%	5.1%	2.9%
Total	100.0%	100.0%	100.0%

Faculty Allocation: Distribution in $ for the Research Support Cost Pool
Cost Driver Faculties	Research Services	Research Services	Research Finance
Cost Driver (16/17)	Research Expenditures	Faculty FTE	Research Expenditures
Cost Driver %	33%	67%	100%
Arts	96,312	206,183	60,329
Lazaridis	75,649	180,654	47,385
Education	4,838	13,819	3,031
HSS	4,262	37,054	2,670
Liberal Arts	9,978	58,140	6,250
Music	N/A	34,905	N/A
SIPG	N/A	11,068	N/A
Science	157,140	138,595	98,430
Social Work	10,455	36,849	6,549
Total	358,634	717,267	224,644

Note: For SIPG, research expenditures are reported in the faculty member's cross-appointed faculty.

Definition: Academic support of graduate students and support of the overall student experience.

Cost Driver: Student FTE; Based on prior year Faculty of Registration (2016/17).

Shared Services: 2018/19 Costs.

2018/19 Costs for the Student Support Cost Pool
AVP (Unit Head)	Departmental	Institutional: Unit Oversight	Grand Total
Associate VP: Teaching and Learning	N/A	N/A	N/A
AVP: Enrolment Services and Registrar	9,036,839	N/A	9,036,839
AVP: Student Services (Athletics)	2,940,306	N/A	2,940,306
AVP: Student Services (Brantford)	1,794,582	N/A	1,794,582
AVP: Student Services (Waterloo)	630,242	N/A	630,242
Faculty of Graduate and Postdoctoral Studies	967,914	N/A	967,914
President	262,983	N/A	262,983
SEO – Brantford	N/A	N/A	N/A
Student Support Total	15,632,866	N/A	15,632,866

Faculty Allocation: Counts for the Student Support Cost Pool
Cost Driver Faculties	Co-operative Education	FGPS	Global Engagement: Student Support	Recruitment and Admissions (UG)	Inter- University Athletics	All Other Services*
Cost Driver (16/17)	# of co-op students	# of graduate students	# of international students	# of UG students	# of student athletes	FTE students
Cost Driver %	100%	100%	100%	100%	100%	100%
Arts	98	171	204.3	5,351	186	4,677
Lazaridis	2072	275	676.2	9,698	102	5,145
Education	0	12	0	N/A	2	123
HSS	0	19	1	2,493	5	1,160
Liberal Arts	0	20	15	1,734	6	1,139
Music	0	28	3	447	1	431
SIPG	0	0	17	N/A	N/A	N/A
Science	239	182	280	8,923	160	4,238
Social Work	0	207	16	653	1	503
Total	2,409	914	1,213	29,299	463	17,416

Faculty Allocation: Distribution in % for the Student Support Cost Pool
Cost Driver Faculties	Co-operative Education	FGPS	Global Engagement: Student Support	Recruitment and Admissions (UG)	Inter- University Athletics	All Other Services*
Cost Driver (16/17)	# of co-op students	# of graduate students	# of international students	# of UG students	# of student athletes	FTE students
Cost Driver %	100%	100%	100%	100%	100%	100%
Arts	4.1%	18.7%	16.8%	18.3%	40.2%	26.9%
Lazaridis	86.0%	30.1%	55.8%	33.1%	22.0%	29.5%
Education	0.0%	1.3%	0.0%	0.0%	0.4%	0.7%
HSS	0.0%	2.1%	0.1%	8.5%	1.1%	6.7%
Liberal Arts	0.0%	2.2%	1.2%	5.9%	1.3%	6.5%
Music	0.0%	3.1%	0.2%	1.5%	0.2%	2.5%
SIPG	0.0%	0.0%	1.4%	0.0%	0.0%	0.0%
Science	9.9%	19.9%	1.3%	2.2%	0.2%	2.9%
Social Work	0.0%	22.6%	1.3%	2.2%	0.2%	2.9%
Total	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%

Faculty Allocation: Distribution in $ for the Student Support Cost Pool
Cost Driver Faculties	Co-operative Education	FGPS	Global Engagement: Student Support	Recruitment and Admissions (UG)	Inter- University Athletics	All Other Services*
Cost Driver (16/17)	# of co-op students	# of graduate students	# of international students	# of UG students	# of student athletes	FTE students
Cost Driver %	100%	100%	100%	100%	100%	100%
Arts	15,707	181,087	229,317	615,089	768,566	2,050,848
Lazaridis	332,089	291,221	759,001	1,114,770	421,471	2,256,065
Education	N/A	12,708	N/A	N/A	8,264	53,935
HSS	N/A	20,121	1,122	286,566	20,660	508,656
Liberal Arts	N/A	21,180	16,837	199,321	24,792	499,448
Music	N/A	29,625	3,367	51,382	4,132	188,992
SIPG	N/A	N/A	19,082	N/A	N/A	N/A
Science	38,306	192,736	314,286	1,025,685	661,132	1,858,348
Social Work	N/A	219,210	17,959	75,061	4,132	220,564
Total	386,102	967,914	1,360,971	3,367,873	1,913,150	7,636,856

* All Other Services are: Indigenous Initiatives, Athletics and Recreation, Career Development Centre, Centre for Student Success, Dean of Students and Student Leadership/Services, Enrolment Services and Student Wellness Centre.

Definition: Services within this cost pool focus on the relationship with students, alumni and friends of the University.

Cost Driver: Student FTE; Based on prior year Faculty of Registration (2016/17).

Shared Services: 2018/19 Costs.

2018/19 Costs for the Development and Alumni Relations Cost Pool

AVP (unit head): SEO – Brantford
- Departmental: 84,535
- Institutional: unit oversight: N/A
- Grand total: 84,535
AVP (unit head): VP: Development
- Departmental: 3,794,021
- Institutional: unit oversight: N/A
- Grand total: 3,794,021
Development and Alumni total
- Departmental: 3,878,556
- Grand total: 3,878,556

Faculty Allocation: Counts for the Development and Alumni Cost Pool
Cost Driver Faculties	Fundraising	Alumni
Cost Driver (16/17)	Funds raised (10 year average)	Number of Alumni (10 year average)
Cost Driver %	100%	100%
Arts	725,544	14,539
Lazaridis	4,416,718	10,400
Education	30,026	712
HSS	13,685	1,416
Liberal Arts	3,728	1,016
Music	454,730	716
SIPG	2,615,644	62
Science	340,491	6,101
Social Work	172,631	1,416
Total	8,773,197	36,378

Faculty Allocation: Distribution in % for the Development and Alumni Cost Pool
Cost Driver Faculties	Fundraising	Alumni
Cost Driver (16/17)	Funds raised (10 year average)	Number of Alumni (10 year average)
Cost Driver %	100%	100%
Arts	8.3%	40.0%
Lazaridis	50.3%	28.6%
Education	0.3%	2.0%
HSS	0.2%	3.9%
Liberal Arts	0.0%	2.8%
Music	5.2%	2.0%
SIPG	29.8%	0.2%
Science	3.9%	16.8%
Social Work	2.0%	3.9%
Total	100.0%	100.0%

Faculty Allocation: Distribution in $ for the Development and Alumni Cost Pool
Cost Driver Faculties	Fundraising	Alumni
Cost Driver (16/17)	Funds raised (10 year average)	Number of Alumni (10 year average)
Cost Driver %	100%	100%
Arts	254,996	317,804
Lazaridis	1,552,276	227,331
Education	10,553	15,563
HSS	4,810	30,952
Liberal Arts	1,310	22,208
Music	159,817	15,651
SIPG	919,280	1,355
Science	119,667	133,360
Social Work	60,672	30,952
Total	3,083,380	795,176

Definition: Financial support for students where the awarding of support is driven by factors other than merit.

Cost Driver: Faculty Direct Operating Expenses; based on prior year actuals (2016/17).

Shared Services: 2018/19 Costs.

2018/19 Costs for the Needs-Based Scholarships and Bursaries Cost Pool

AVP (unit head): AVP: Enrolment Services and Registrar
- Departmental: 197,477
- Institutional: unit oversight: 7,171,678
- Grand total: 7,369,155
Faculty of Graduate and Postdoctoral Studies
- Departmental: N/A
- Institutional: unit oversight: 359,611
- Grand total: 359,611
Scholarships and Bursaries total
- Departmental: 197,477
- Institutional: unit oversight: 7,531,289
- Grand total: 7,728,766

Faculty Allocation: Counts, Distribution in % and Distribution in Dollars for the Needs-Based Scholarships and Bursaries Cost Pool
Faculty	Count ($)	Distribution in %	Distribution in $
Arts	40,986,000	23.5%	1,814,944
Lazaridis School	61,877,000	35.5%	2,740,040
Education	2,274,000	1.3%	100,697
HSS	10,619,000	6.1%	470,231
Liberal Arts	9,556,000	5.5%	423,159
Music	3,547,000	2.0%	157,068
SIPG	510,000	0.3%	22.584
Science	40,795,000	23.4%	1,806,486
Social Work	4,371,000	2.5%	193,557
Total	$175M	100%	$7.72M

Appendix III: Acronyms Used in Budget Document

BIU: Basic Income Unit
CAS: Contract Academic Staff
CM: Contribution Margin
CPAM: Communications, Public Affairs and Marketing
COG: Core Operating Grant
COGS: Cost of Goods Sold
CUPE: Canadian Union of Public Employees
F&I: Finance and Investments Committee
FHSS: Faculty of Human and Social Sciences
FTE: Full-Time Equivalent
HSS: Human Social Sciences
ICT: Information and Communications Technologies
MA: Masters
MAESD: Ministry of Advanced Education and Skills Development
NASM: Net Assignable Square Metres
OCUL: Ontario Council of University Libraries
OTO: One Time Only
RCM: Responsibility Centre Management
SEM: Strategic Enrolment Management
SEO: Senior Executive Officer
SHERM: Safety, Health, Environment and Risk Management
SIPG: School of International Policy and Governance
SMA: Strategic Mandate Agreement
UF: University Fund
UG: Undergraduate
UCR: University and Community Relations
VP: Vice-President
VPA: Vice-President Academic
VRIP: Voluntary Retirement Incentive Program
WGU: Weighted Grant Units
WLU: Wilfrid Laurier University
WLUFA: Wilfrid Laurier University Faculty Association
WLUSA: Wilfrid Laurier University Staff Association

Appendix IV: Glossary of Budget Terms

BIU: A weighted measure of enrolment activity, based on FTE enrolment, used for grant calculation/allocation purposes up to and including the 2016/17 fiscal year. The weighting factor is based on a student’s academic program and level of study and reflects the differing relative costs of educating students in different programs and levels of study.
OTO: Expenses that occur in the current year only and do not carry forward into the following budget year.
SMA2: Laurier’s second Strategic Mandate Agreement with MAESD, effective from April 1, 2017 to March 31, 2020. The Strategic Mandate Agreement outlines the role the University currently performs in Ontario’s postsecondary education system and how it will build on its current strengths to achieve its vision and help drive system-wide objectives and government priorities.
SMA3: Assuming the Strategic Mandate Agreement process continues, this would be Laurier’s third such agreement with MAESD and would likely be effective April 1, 2020.
Student FFTE/FTE: Revenue from undergraduate students is based on fiscal full-time equivalents (FFTEs), which is calculated using course enrolments for the fiscal year. Revenue from graduate level students is based on full-time equivalents (FTEs), which is based on student headcounts in each academic term (FTE for a full-time graduate student is 1.0, and for part-time graduate student is 0.3).
Student Headcounts: The number of students enrolled in programs at Laurier. The Fall academic term is used as the benchmark for measuring year-over-year enrolment changes.
WGU: A new weighting system, replacing the BIU, which is part of the new operating grant funding model effective for fiscal 2017-18. The weighting factors for calculating WGUs has been revised from those used for BIUs in order to create equal grant funding per weighted student enrolment for students in similar programs across all institutions as well as a common grant per WGU rate.

Appendices

Appendix I: Undergraduate (UG) Enrolment (Fall Full-Time Head Count)

Appendix II: Cost Driver Detailed Information

Central Support Services

Faculty, Staff and Student Services

Occupancy

Research Support

2018/19 Costs for the Research Support Cost Pool

Student Support

Development and Alumni Relations

2018/19 Costs for the Development and Alumni Relations Cost Pool

Needs-Based Scholarships and Bursaries

2018/19 Costs for the Needs-Based Scholarships and Bursaries Cost Pool

Appendix III: Acronyms Used in Budget Document

Appendix IV: Glossary of Budget Terms

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