· Web viewStrategic and continuous improvement in facilities and furnishings has been an emphasis these past few years. As occupancy has increased,

Iowa State University

DEPARTMENT OF RESIDENCEAND ISU DINING ANNUAL REPORT FY2010

Prepared September 2010

Submitted by:

Dr. Peter EnglinDirector of Residence

and

Nancy LevandowskiDirector, ISU Dining

Iowa State University

DEPARTMENT OF RESIDENCEANDISU DININGANNUAL REPORT FY2010

Table of Contents Page 1

Executive Summary Pages 2-5

Enrollment and Occupancy Page 6

Explanation For Variance In Design, Offered And Program Capacities Page 7

Capacity and Occupancy Page 8

Room and Board Rates Page 9

Peer Group Comparison Page 9

System Distribution of Rooms and Rates Page 20

Room Style Demand Page 12

Meal Plan Buy-In Page 12

Financial Data Page 13

Bond Principal and Interest Due Page 14

Facilities Summary Page 14

Appendix A – Explanation of Changes to Design Capacity Page 15

Appendix B – Explanation of Off-Line Spaces Page 15

Iowa State University Department of Residence and ISU Dining Annual Report FY2010 Page 1

EXECUTIVE SUMMARY

Department of Residence (DOR)Strategic and continuous improvement in facilities and furnishings has been an emphasis these past few years. As occupancy has increased, the revenue generated has enhanced the ability to reinvest, including the installation of a surveillance camera system on all ground level exterior entrances/exits, 802.11n ubiquitous wireless, heat & smoke detection systems, fire suppression, and general painting, floor covering, and furniture upgrades. Even with this improvement in financial position, the DOR has over $45M identified in unfunded improvements it could effect, including new windows in most buildings, upgraded HVAC systems, modern student room furniture, and restroom renovations.

On the programmatic side, retention to Iowa State University and providing added value to the student experience for those that live on campus are the priorities. MapWorks, a freshmen focused, Web-based, self-assessment program is in its third year of use and is implemented the third week of each fall semester. This is the optimal time for this survey as it is the point at which students are realizing the differences between the realities of being a new freshman and their expectations of what their first year at college would be like. The MapWorks results provide students and staff with a comprehensive snapshot of how each individual student is experiencing Iowa State shortly after starting classes. Currently, the DOR funds over 85% of this $75,000 initiative and partners with the Dean of Students Office, College of Human Sciences, College of Liberal Arts & Sciences, College of Engineering, College of Business, College of Agriculture & Life Sciences, and College of Design in sharing/using the student data derived from the MapWorks assessment. Transfer students in Humans Sciences and Engineering are also participating in MapWorks. Depending on how this experience unfolds, additional opportunities to use MapWorks for transfer students may be offered.

Some other positive outcomes from living on campus were noted. Students living on campus recorded significantly higher GPAs than their off campus peers. Disaggregating National Survey for Student Engagement (NSSE) data also provides good information regarding on campus life. On campus students were more likely to have already participated in a learning community; worked on a research project with a faculty member outside of course or program requirements; planned to do a culminating senior experience (capstone course, senior project, or thesis); had serious conversations with students who are very different in terms of religious beliefs, political opinions, or personal values; attended an art exhibit, play, dance, music, theater, or other performance; felt the institution does a good job of providing the support to help them succeed academically; felt the institution emphasizes encouraging contact among students from different backgrounds; encouraged attending campus events and activities; provided the support they need to help them succeed; provided the support they need to thrive socially; and evaluated their educational experience more positively.

Over the past few years, as enrollment has increased, on campus housing occupancy has outpaced that growth. Since 2005 enrollment has increased 11.4% (from 25,741 to 28,682) while occupancy has grown 21.5% (from 7736 to 9403). The above experiences are believed to contribute to this dynamic. The forecasted decline in traditional age graduating high school students will challenge both enrollment and occupancy in the next few years.

ISU DiningThe Business Café was closed for six weeks, beginning November 2009 for renovations, which resulted in a dip in sales for the fiscal year. The new espresso service, added during the renovation, is expected to increase sales with most of the increase being realized in the FY11 budget year.

The final phase of the East Campus project, Conversations Dining Center, opened August 2010 and has generated a strong following. Marketing efforts continue to be a focus for this area, informing students that the facility is open, offering a newly developed menu, a la carte breakfast service and a coffee bar. With the coming of fall and winter, with colder weather and shorter days, business in these locations is anticipated to increase as students in the residential portion of the building, and in other buildings of close proximity, are less likely to venture outside or very far in the cold and dark for meal service.

The addition of a limited number of fresh produce items, ground beef and chicken for students to purchase at Hawthorn Market and Café (HMC) has improved the meal options offered to students. HMC and Wallace/Wilson C-store (WW C-store) have extended their evening hours to greater accommodate the needs of the students. Meal bundles are now offered at Eastside Market and Westside Market at their delis, which have lead to greater participation and value in the meal plans. In response to student feedback and following the installation of a new sink (funded by DOR) WW C-store expanded service with the addition of hot food items.

Panda Express, a leased operation that pays commissions to ISU Dining, changed their menu slightly this past year. The new offerings of sushi and orange chicken have been received very positively by students visiting Panda in the Memorial Union Food Court.

Caribou Coffee in the Hub continues to grow in sales and has been nationally recognized for this progress. Last year, this location was the named the Caribou Coffee franchise with the most improved weekly sales, beating out all other franchises including the Denver Airport location. Current sales surpass those of fall 2009 by 25% so it is likely that Caribou Coffee in the HUB will be awarded this distinction again.


ISU Dining was the recipient of many other awards in FY10 including the Environment Excellence Governor’s Award. The Iowa Department of Agriculture and Land Stewardship’s Grant for Farm to ISU will assist in growing the program. Farm to ISU hopes to work with Local Harvest on processing local fruits and vegetables in the future.

The next major project is the opening of a FROOTS smoothie franchise concept in the new Recreation Services Center. This is currently planned to open during the fall 2012 semester.

As part of continuing philanthropic efforts, ISU Dining partnered with Special Olympics Iowa in June 2010 for a competition showcasing ISU Dining’s chefs. In addition to helping out this important cause, the ISU Dining also took this opportunity to get video footage of the chef’s at work and have their professional portraits made. This footage will be used in future marketing efforts

ISU Dining is currently working on a new, five year, strategic, master plan that will outline the future endeavors of ISU Dining. The plan will focus on clarifying the mission and vision of ISU Dining and establish plans for future facilities and program initiatives.

System changes that affected capacity from fall 2009 to fall 2010 included: Conversations Dining Center (formerly Oak-Elm) finished its remodel in July 2010 and opened for the fall semester. Linden Dining Center closed at the end of spring 2010 and has been repurposed as a Training Center. Business Café was closed for remodel from November 2009 to January 2010.

A number of additions have been made to the sustainability program for fall of 2010. One addition is the implementation of reusable to-go containers in the residential dining halls. Students can now purchase a clam shell container and use it for a takeout meal (a meal plan swipe is taken when used). Every subsequent time a student wants a to-go meal, the container must be returned washed and will be exchanged for a clean container to be used. The returned container is then run through the dish machine to ensure cleanliness. The use of reusable to-go containers supports sustainability as less items go into the trash than in non-reusable to-go programs and supports student needs by adding another layer of portability.

Another addition was the expansion of trayless service to the Union Drive Marketplace (UDM) and the newly remodeled Conversations Dining Center (formerly Oak-Elm). With these additions, all of residential dining is trayless and pulpers have been installed in their dish rooms for composting purposes.

In FY10, in response to H1N1 concerns, ISU dining offered supplies and flu kits in all five c-store locations. A recovery meal option was made available that allowed ill students living in residence to use their meal plans without infecting others. These recovery meals were specifically designed to match the nourishment need of students based on their individual level of illness. The ill student contacted the dining center in their area to request a recovery meal. Then a friend of the student picked the meal up and delivered it to the student. The meal was charged to the student’s meal plan as either a meal swipe or Dining Dollar$.

Enrollment and OccupancyFrom fall 2009 to fall 2010, total University enrollment increased by 737 students (2.6%). The breakdown is as follows:

90 student increase (0.9%) in lower division enrollment, (12 freshmen, 78 sophomores) -34 student increase (-0.3%) in upper division enrollment 681 student increase (12.6%) in graduate and professional student enrollment

On-campus occupancy saw an overall increase of 297 students (2.0%), for a total of 9,403. The breakdown is as follows: Five student increase (0.6%) in lower division residence halls, (three Richardson Court, two Union Drive) 61 student increase (7.4%) in upper division residence halls 148 student increase (5.0%) in student apartments (168 single student , -20 family)

Housing CapacityIn the residence halls and single-student apartments, eight spaces were lost due to the addition of wireless service in the residence halls (six spaces were converted to telecom utility closets) and two rooms being converted from triples to doubles (loss of two spaces).

During spring 2010 and summer 2010, the number of continuing student who recontracted to live on-campus for 2010-11 and the number of new incoming freshman began to grow beyond original projections. As the numbers of contracted students continued to increase, additional space needed to be generated in order to offer appropriate housing accommodations.

To increase capacity, care was taken to reduce the number of off-line, unused space held for medical issues or facilities projects. The net result was an increase of 234 bed spaces (2.5%) in single student capacity. The following changes were made:

Five space increase (0.6%) in Richardson Court and Union Drive due to a decrease in the number of off-line spaces. One space increases (0.2%) in Buchanan Hall due to a decrease in the number of off-line spaces. One space increase (0.3%) in Wallace Hall due to the addition of a new staff space.


59 space increase (49.2%) in Wilson Hall due to the fifth floor being brought on-line (some rooms as doubles) to accommodate new freshmen women. The sixth floor was also brought on-line to accommodate additional student assignments and temporary housing for ISU students (on and off campus) displaced due to flood.

One space increase (0.1%) in Frederiksen Court due to a decrease in the number of off-line spaces. 167 single student bed space increase (20.6%) in SUV due to the continued conversion of family units to single student

and a decrease in the number of apartments off-line.

Based on historical demand, the decision was made to change the status of some apartments in the Schilletter and University Village (SUV) area. University Village had been designated as single-student housing and Schilletter Village had been designated Family Housing. As families move out of University Village, those apartments are being converted to single-student use. As a result, family housing capacity saw a slight decrease of 20 spaces (10.4%). Five Schilleter Village units (five spaces) were brought back on-line while 19 University Village units (25 spaces) were converted back to single student housing.

In aggregate, on-campus student housing capacity rose 2.3%, the equivalent of 214 bed spaces / units. It is important to note that without making some major programmatic changes, such as converting all Wallace-Wilson rooms to doubles, housing capacity does not have much room for expansion. There are 137 bed spaces currently off-line in Wilson on floor seven through ten. When added to the 127 vacancies that were available on count day, there is space for only 357 more residents. Of this total, only 53 are suitable for first-year student housing (based on current philosophy).

Room Styles & RatesChoice continues to be very important to today’s students and their families. The DOR offers a number of different room styles and options. Room rates are determined based upon the type of room offered, location and physical condition of facility. The table on page ten outlines the number of available rooms by style and rate.

Peer Group ComparisonsIn this era of increasing diversity in housing and dining availability on campuses nationwide, it is difficult to draw direct conclusions based upon peer group data. Using the aggregate of data, however, Iowa State University on-campus housing remains competitively priced when compared to the land-grant peer group. See tables on page nine.

Room DemandThe table on page 11 shows the breakdown of fall 2010 student requests for specific room types and locations. The demand figures are based only on the student’s first preference for product type and area.

Residence Hall PreferencesThe top three residence hall preferences are:

UD – Double Room – AC, Coed House (970) UD – Double Room – AC (586) RC – Double Room – AC, Coed House (549)

The bottom three residence hall preferences are: BH – Suite Double – 21+ (30) RC – Double Room – No AC (32) UD – Double Room – No AC, Sub. Free (38)

Friley Hall is the most popular residence hall, followed by Eaton/Martin, Larch/Willow and Maple halls. With the exception of Larch/Willow, demand in these building continues to exceed capacity.

Helser Hall is the least popular residence hall, followed by Linden, Wallace/Wilson, and Barton/Lyon/Freeman halls. With the exception of Barton/Lyon/Freeman, capacity in these buildings continues to exceed demand.

Requests for co-ed housing exceed requests for single-gender housing at a rate of 14.1 to 1.

Requests for air-conditioned housing exceed requests for non-air-conditioned housing at a rate of 3.6 to 1.

Where both exist, requests for non-substance free housing exceed requests for substance free housing at a rate of 2.3 to 1.

Student Apartment PreferencesOverall requests for Frederiksen Court continue to increase. Requests for 2 bedroom shared apartments, which had previously been in decline, saw a 25% increase. Demand for Frederiksen Court continues to exceed capacity.

In Schilletter Village, requests for family housing increased 74%, causing demand to exceed capacity for the first time in several years. This is partially due to the decrease in available family apartments.

In University Village the demand also saw a dramatic increase of 40%, although capacity still exceeded initial demand.


Guest HousingGuest housing requests continue to rise, especially during the spring and summer, when demand exceeds supply. Guest units are being consolidated within Schilleter Village to allow better service to guests. As such the number of guests units will continue to fluctuate over the next year with the total number of units eventually settling at 70 furnished with a small number of unfurnished units being made available as student occupancy permits.

Currently, several guest units are off-line, acting as temporary housing for some students displaced from their University Village apartments due to flooding. Current guest occupancy sits at 69.5%, a 7.0% increase.

Meal Plan Buy-InFall 2010 has seen a 2.7% increase in meal plans purchased. This increase can be attributed to the increases in occupancy (3.0%) and an increase in voluntary meal plan purchases (2.2%).

Financial DataNet revenue from operations during fiscal 2009-2010 was $22,827,275, an increase of $663,943 over fiscal year 2008-2009.

Capital Expenditures/Replacement ValuesIowa State University has made a strategic decision to target the majority of its capital dollars into specific facilities based upon current knowledge of future facility utilization. In-year priorities affect implementation of this strategy.


ENROLLMENT and OCCUPANCY

All data is as of Count Day (10th class day) for the fall semester of the fiscal year. Enrollment Data can be found on the ISU Web Site: http://www.iastate.edu/~registrar/stats/fte-f08.xls.

Enrollment comparison

Level 2009 2010 Change (+ or -)# %

Freshmen 5,512 5,524 12 0.2%Sophomores 4,839 4,917 78 1.6% Total lower division 10,351 10,441 90 0.9% Total upper division * 12,170 12,136 -34 -0.3%Total undergraduate 22,521 22,577 56 0.2%Total graduate 5,424 6,105 681 12.6%Total enrollment 27,945 28,682 737 2.6%

* Note – Undergraduate specials (non-degree) included in upper division count.

Occupancy and Enrollment Comparison – Residence Halls

Level 2009 2010 Change (+ or -)# %

Freshmen 4,034 4,158 124 3.1%Sophomores 1,228 1,299 71 5.8% Total lower division 5,262 5,457 195 3.7% Total upper division 899 9,27 28 3.1%Total undergraduate 6,161 6,384 223 3.6%Total graduate 42 59 17 40.5%Total occupancy 6,203 6,443 240 3.9%

Occupancy and Enrollment Comparison – Student Apartments

Level 2009 2010 Change (+ or -)# %

Freshmen 320 272 -48 -15.0%Sophomores 822 862 40 4.9% Total lower division 1,142 1,134 -8 -0.7% Total upper division 1,443 1,560 117 8.1%Total undergraduate 2,585 2,694 109 4.2%Total graduate 318 266 -52 -16.4%Total occupancy 2,903 2,960 57 2.0%

Occupancy and Enrollment Comparison – Combined - Residence Halls and Student Apartments

Level 2009 2010 Change (+ or -)# %

Freshmen 4,354 4,430 76 1.7%Sophomores 2,050 2,161 111 5.4% Total lower division 6,404 6,591 187 2.9% Total upper division 2,342 2,487 145 6.2%Total undergraduate 8,746 9,078 332 3.8%Total graduate 360 325 -35 -9.7%Total occupancy 9,106 9,403 297 3.3%

Percentage of Enrollment Housed – Residence Halls and Student ApartmentsLevel 2008 2010 Change (+ or -)Freshmen 79.0% 80.2% 1.2%Sophomores 42.4% 43.9% 1.6% Total lower division 61.9% 63.1% 1.3% Total upper division 19.2% 20.5% 1.2%Total undergraduate 38.8% 40.2% 1.4%Total graduate 6.6% 5.3% -1.3%Total 32.6% 32.8% 0.2%


http://www.iastate.edu/~registrar/stats/fte-f08.xls

EXPLANATION for VARIANCE in DESIGN, OFFERED and PROGRAM CAPACITY

All data is as of Count Day (10th class day) for the fall semester of the fiscal year.

Fall 2010

Residence Halls Design 1 Offered Off-Line 2 Program Variance Explanation Variance

Barton 98 96 -2 95 -1 1 super single (1 CA)

Birch-Welch-Roberts 487 487 0 476 -11 11 super singles (11 CA)

Freeman 115 115 0 115 0

Larch 544 544 0 536 -8 8 super singles (8 CA)

Linden 320 320 0 313 -7 7 super singles (7 CA)

Lyon 116 116 0 116 0

Maple 496 494 -2 485 -9 9 super singles (8 CA)

Oak-Elm 436 436 0 431 -5 5 super singles (4 CA)

Willow 544 542 -2 533 -9 9 super singles (8 CA)

Total Richardson Court 3,156 3,150 -6 3,100 -50

Eaton 328 326 -2 323 -3 3 super singles (3 CA)

Friley 1,217 1,213 -4 1,191 -22 22 super singles (19 CA)

Helser 713 713 0 700 -13 13 super singles (12 CA)

Martin 331 328 -3 328 0

Total Union Drive 2,589 2,580 -9 2,542 -38

Buchanan 409 408 -1 404 -4 4 super singles

Wallace 2 299 298 -1 298 0

Wilson 2 299 162 -137 179 17 17 rooms offered as doubles

Total Towers 1,007 868 -139 881 13

Total Residence Halls 6,752 6,598 -154 6,523 -75

Student Apartments Design 1 Offered Off-Line 2 Program Variance Explanation Variance

Frederiksen Court 1,992 1,947 -45 1,947 0

Schilletter Village - Single 4 0 0 0 40 40 40 SV spaces (20 units) rented as non-family, 5 private

University Village - Single 4 5 992 975 -17 937 -38 38 UV spaces (19 units) rented as family, 89 private

Total Single Student 2,984 2,922 -62 2,924 2

Schilletter Village - Family 4 5 180 173 -7 153 -20 20 SV units (40 spaces) rented as non-family

University Village - Family 4 0 0 0 19 19 19 UV units (38 spaces) rented as family

Total Family 180 173 -7 172 -1

Total Student Apartments 3,164 3,095 -69 3,096 1

Design 1 Offered Off-Line 2 Program Variance Explanation Variance

Total Student Bed Spaces 9,916 9,693 -223 9,619 -74

Total Guest Apartments 4 76 59 -17 59 0

Total DOR System 9,992 9,752 -240 9,678 -74

1. See Appendix A for an explanation of changes to Design Capacity2. See Appendix B for an explanation of Off-line Space3. All Wallace and Wilson rooms typically offered as Super Singles4. Guest Housing has been relocated from UV to SV, ending the fluctuation of spaces in Single Student, Family and Guest apartments.5. All SUV Family and Guest are designed with 2 bed spaces, but are offered as single units (1 bed space).


CAPACITY and OCCUPANCY

All data is as of Count Day (10th class day) for the fall semester of the fiscal year. Capacity indicated is PROGRAM capacity. Program capacity will vary from year to year based upon on-line status and bed

space conversion due to doubles-as-singles and/or triples-as-doubles. Changes to capacity as compared to the previous year are footnoted.

Residence HallsFall 2009 Fall 2010 Fall 2010

Cap. Occ. % Cap. Occ. % Cap. # Cap. % Occ. # Occ. % %

Barton 95 94 98.9% 95 93 97.9% 0 0.0% -1 -1.1% -1.1%

Birch-Welch-Roberts 476 437 91.8% 476 472 99.2% 0 0.0% 35 8.0% 7.4%

Freeman 115 111 96.5% 115 114 99.1% 0 0.0% 3 2.7% 2.6%

Larch 533 513 96.2% 536 533 99.4% 3 0.6% 20 3.9% 3.2%

Linden 315 302 95.9% 313 308 98.4% -2 -0.6% 6 2.0% 2.5%

Lyon 116 115 99.1% 116 114 98.3% 0 0.0% -1 -0.9% -0.9%

Maple 486 463 95.3% 485 479 98.8% -1 -0.2% 16 3.5% 3.5%

Oak-Elm 430 408 94.9% 431 423 98.1% 1 0.2% 15 3.7% 3.3%

Willow 531 518 97.6% 533 530 99.4% 2 0.4% 12 2.3% 1.9%

Total Richardson Court 3,097 2,961 95.6% 3,100 3,066 98.9% 3 0.1% 105 3.5% 3.3%

Eaton 322 319 99.1% 323 320 99.1% 1 0.3% 1 0.3% 0.0%

Friley 1,190 1,174 98.7% 1,191 1,185 99.5% 1 0.1% 11 0.9% 0.8%

Helser 699 654 93.6% 700 695 99.3% 1 0.1% 41 6.3% 5.7%

Martin 329 321 97.6% 328 323 98.5% -1 -0.3% 2 0.6% 0.9%

Total Union Drive 2,540 2,468 97.2% 2,542 2,523 99.3% 2 0.1% 55 2.2% 2.1%

Total Lower Division 5,637 5,429 96.3% 5,642 5,589 99.1% 5 0.1% 160 2.9% 2.8%

Buchanan 403 388 96.3% 404 398 98.5% 1 0.2% 10 2.6% 2.2%

Wallace 297 276 92.9% 298 284 95.3% 1 0.3% 8 2.9% 2.4%

Wilson 120 110 91.7% 179 172 96.1% 59 49.2% 62 56.4% 4.4%

Total Upper Division 820 774 94.4% 881 854 96.9% 61 7.4% 80 10.3% 2.5%

Total Residence Halls 6,457 6,203 96.1% 6,523 6,443 98.8% 66 1.0% 240 3.9% 2.7%

ApartmentsFall 2009 Fall 2010 Fall 2010

Cap. Occ. % Cap. Occ. % Cap. # Cap. % Occ. # Occ. % %

Frederiksen Court 1,946 1,923 98.8% 1,947 1,924 98.8% 1 0.1% 1 0.1% 0.0%

Schilletter Village 42 38 90.5% 40 34 85.0% -2 -4.8% -4 -10.5% -5.5%

University Village 768 750 97.7% 937 831 88.7% 169 22.0% 81 10.8% -9.0%

Total Single Student 2,756 2,711 98.4% 2,924 2,789 95.4% 168 6.1% 78 2.9% -3.0%

Schilletter Village 148 148 100.0% 153 152 99.3% 5 3.4% 4 2.7% -0.7%

University Village 44 44 100.0% 19 19 100.0% -25 -56.8% -25 -56.8% 0.0%

Total Family 192 192 100.0% 172 171 99.4% -20 -10.4% -21 -10.9% -0.6%

Total Apartments 2,948 2,903 98.5% 3,096 2,960 95.6% 148 5.0% 57 2.0% -2.9%

Total Student Spaces 9,405 9,106 96.8% 9,619 9,403 97.8% 214 2.3% 297 3.3% 0.9%

Total Guest Apartments 80 50 62.5% 59 41 69.5% -21 -26.3% -9 -18.0% 7.0%

Total DOR System 9,485 9,156 96.5% 9,678 9,444 97.6% 193 2.0% 288 3.1% 1.1%


ROOM and BOARD RATES

Rates indicated are for the entire academic year – both fall and spring semester. All data is as of Count Day (10th class day) for the fall semester of the fiscal year.

Double Room and Full Board Rate Comparison2009-2010 2010-2011

Double - Union Drive - A/C $3,796 $3,929Full Board – Weekly 17 Plus $350 Dining Dollar$ $3,527 $3,591Total Cost for Double Room and Full Board $7,323 $7,520

10 Year Comparison Combined Rate for Double Room and Full Board2001-2002 2001-2002 2003-2004 2004-2005 2005-2006 2006-2007 2007-2008 2008-2009 2009-2010 2010-2011

$4,666 $5,020 $5,740 $5,958 $6,133 $6,378 $6,715 $7,000 $7,323 $7,520

PEER GROUP COMPARISONS

Rates indicated are for the entire academic year – both fall and spring semester. All ISU data is as of Count Day (10th class day) for the fall semester of the fiscal year. Data for other schools obtained from

that university’s web site. Room Types and Meal Plans offered vary greatly by institution. Room and meal plans that most closely approximate the

traditional double occupancy with 17 meals per week definition have been selected. In cases where ranges are present, rates are based upon buildings, locations and amenities.

Comparable Peer University Rate Comparison – Combined Rate for Double Room and Full Board

School 2009-2010 2010-2011 Plan Name / Type Mealsper Week

$ or Pointsper Semester

University of California, Davis $11,659 $11,774.64 Gold Plus Prime Line 180 18 150 Gold PlusOhio State University $10,860 $10,940 - $12,840 Traditional 19 OptionalUniversity of Illinois, Urbana $8,700 $8,719 - $10,002 14 Classic Plan 14 OptionalUniversity of Arizona $8,039 - $9,239 $8,380 - $9,730 Plus 10* 10Michigan State University $7,994 $8,370 Platinum 20 $300 Spartan CashUniversity of Minnesota, Twin Cities $7,582 $7,774 - $7,974 19 Meals 19 100 Flex DineIowa State University(Double – Union Drive – AC) $7,323 $7,520 Weekly Cyclone 17 17 175 Dining$

North Carolina State University $6,750 $7,509 14 Per Week 14 OptionalPurdue University $7,176 - $13,472 $7,076 - $14,926 15 meal Plan 15 175University of Wisconsin, Madison $6,017 - $6,858 $6,261 - $7,136 No requirement. A la Carte system. $1,000 recommended.Texas A & M University $6,311 $6,483 250 Plan 16 $100

Comparable Peer University Rate Comparison – SuitesSchool 2009-2010 2010-2011Ohio State University $8,100 $7,160 - $8,560University of Wisconsin, Madison $6,017 - $6,578 $6,261 - $6,845Iowa State University(Standard Suite – Martin and Eaton Halls) $5,272 $5,457

University of Minnesota, Twin Cities $4,978 $4,366 - $5,919Texas A & M University $4,580 - $5,004 $2,754 - $4,580Michigan State University N/A N/ANorth Carolina State University N/A N/APurdue University $4,316 N/AUniversity of Arizona N/A N/AUniversity of California, Davis N/A N/AUniversity of Illinois, Urbana N/A N/A

Comparable Peer University Rate Comparison – ApartmentsSchool 2009-2010 2010-2011Ohio State University $8,100 $8,560University of Illinois, Urbana $6,507 $5,985 - $6,660University of Minnesota, Twin Cities $5,614 - $7,073 $5,681 - $7,160University of Arizona $6,145 $5,580 - $6,300North Carolina State University $5,710 - $8,145 $5,295 - $5,920Texas A & M University $5,080 - $8,006 $5,080 - $8,006Iowa State University(Frederiksen Court, 4 person, furnished) $3,842 - $4,820 $3,976 - $4,989

Michigan State University $2,274 - $9,094 $2,388 - $7,704Purdue University N/A N/AUniversity of California, Davis N/A N/AUniversity of Wisconsin, Madison $7,740 N/A

PU = No longer lists housing and dining rates separately, nor are residence hall rates delineated by room type.UA = Plus 16 Plan discontinued.UC-D = Housing is not university owned.UI – IC = Learning Community housing is an extra $145 - $310.UW-M = Learning Community housing is an extra $200 - $300.UW-M = No longer offers 4-person, furnished apartments.


SYSTEM DISTRIBUTION of ROOMS and RATES

The number of bed spaces listed is indicative of what was OFFERED to students as available and on-line. Actual beds rented may vary due to off-line status or offering of space as double-as-single or triple-as-double (see page six).

Rooms and Rates, System DistributionResidence Halls 2009-2010 2009-2010Area Traditional Style Rooms Beds % System Rate Beds % System RateRC Single - Linden - Plus Break 5 0.05% $5,045 5 0.05% $5,222RC Single without A/C 131 1.35% $4,771 132 1.35% $4,936RC Double - Linden - Plus Break 290 2.99% $3,950 294 3.01% $4,088RC Double - Maple 446 4.59% $4,244 446 4.57% $4,393RC Double with A/C 1,082 11.15% $3,723 1,086 11.14% $3,853RC Double without A/C 1,082 11.15% $3,677 1,082 11.10% $3,806RC Triple - Linden - Plus Break 27 0.28% $3,802 21 0.22% $3,953RC Triple without A/C 36 0.37% $3,538 36 0.37% $3,662Total Richardson Court 3,099 31.92% 3,102 31.81%TW Super Single - Wallace 297 3.06% $4,500 298 3.06% $4,658TW Super Single - Wilson 120 1.24% $4,500 162 1.66% $4,658Total Towers 417 1.24% 460 1.66%UD Double with A/C 899 9.26% $3,796 900 9.23% $3,929UD Double without A/C 852 8.78% $3,750 852 8.74% $3,881UD Single with A/C 62 0.64% $4,957 62 0.64% $5,130UD Single without A/C 34 0.35% $4,864 34 0.35% $5,034UD Triple with A/C 66 0.68% $3,639 66 0.68% $3,822UD Triple without A/C 12 0.12% $3,609 12 0.12% $3,753Total Union Drive 1,925 19.83% 1,926 19.75%Total Traditional Style 5,441 56.05% 5,488 56.28%Area Room Type Beds % System Rate Beds % System RateRC Triple – Maple 48 0.49% $4,440 48 0.49% $4,595Total Richardson Court 48 0.49% 48 0.49%BH Single – Buchanan 133 1.37% $5,520 133 1.36% $5,713BH Single – Buchanan 21 or older 24 0.25% $5,520 24 0.25% $5,713BH Double – Buchanan 202 2.08% $4,802 203 2.08% $4,970BH Double – Buchanan 21 or older 48 0.49% $4,802 48 0.49% $4,970Total Towers 407 4.19% 408 4.18%UD Single – Eaton & Martin 17 0.18% $6,138 17 0.17% $7,027UD Double – Eaton & Martin 535 5.51% $5,272 538 5.52% $5,457UD Corner Suite - Martin 28 0.29% $6,789 25 0.26% $6,353UD Lofted Suite - Martin 74 0.76% $7,005 74 0.76% $7,250Total Union Drive 654 6.74% 654 6.71%Total Suite Style 1,109 11.42% 1,110 11.38%

Total Residence Hall Rooms 6,550 67.47% 6,598 67.66%

Area Apartment Type Beds % System Rate Beds % System RateFC 2 Bedroom Shared 607 6.25% $3,776 608 6.23% $3,976FC 2 Bedroom Private 26 0.27% $5,891 23 0.24% $6,097FC 4 Bedroom Private 1,313 13.52% $4,820 1,316 13.49% $4,989Total Frederiksen Court 1 1,946 20.05% 1,947 19.97%SV 2 2 Bedroom Standard-1 Level 198 17.49% $559 173 15.07% $574UV 2 1 Bedroom, 1 Level 8 0.71% $482 8 0.70% $495UV 2 2 Bedroom Standard Townhouse 878 77.56% $551 48 4.18% $532UV 2 2 Bedroom, 1 Level 48 4.24% $518 541 47.13% $566Total Schilletter & University Village 2 1,132 11.66% 1,148 11.77%Total Student Apartments 3,078 31.71% 3,095 31.74%

Beds % System Beds % SystemTotal Residence Hall Rooms 6,550 67.47% 6,598 67.66%Total Student Apartments 3,078 31.71% 3,095 31.74%Total Student Bed Spaces 9,628 99.18% Rate 9,693 99.39% RateSUV Furnished Guest Apartments 73 91.25% $992 53 89.83% $1,085SUV Unfurnished Guest Apartments 7 8.75% $713 6 10.17% $775Total Guest Apartments 80 0.82% 59 0.61%Total DOR System 9,708 100.00% 9,752 100.00%

1. Frederiksen Court rates are per person.2. SUV rates are per apartment and are billed monthly. Rates are reflective of the monthly rate x 9 months.


ROOM STYLE DEMAND

Figures include only those preferences listed as a FIRST choice and are based on new and returning student contracts. The number of bed spaces listed is indicative of what was OFFERED to students as available and on-line. Please Note: This table has been revised to be more reflective of the options offered to students.

Rooms Style DemandResidence Halls - Traditional Style Buildings Fall 2009 Fall 2010Area Room Type Capacity Demand + / - Capacity Demand + / -RC Double Room - No AC Freeman 46 23 -23 46 32 -14RC Double Room - No AC, Coed House BLF 242 228 -14 242 311 69RC Double Room - No AC, Single Gender Hall BWR / OE 794 282 -512 794 401 -393RC Double Room - No AC, Plus Break Linden 290 153 -137 294 144 -150RC Double Room - AC Larch/Willow 272 126 -146 272 136 -136RC Double Room - AC , Coed House Larch/Willow 810 450 -360 814 549 -265RC Double Room - Maple Maple 446 372 -74 446 471 25RC Any Richardson Court - 12 - - 11 -Total Richardson Court 2,900 1,646 -1,266 2,908 2,055 -864TW Super Single - Wallace & Wilson Wallace/Wilson 417 122 -295 460 192 -268Total Towers 417 122 -295 460 192 -268UD Double Room - No AC - Friley Friley 116 51 -65 116 79 -37UD Double Room - AC Friley 563 555 -8 564 586 22UD Double Room - AC, Coed House Friley 160 886 726 160 970 810UD Double Room - No AC, Sub. Free Friley 32 17 -15 32 38 6UD Double Room - AC, Sub. Free Friley 176 470 294 176 484 308UD Double Room - No AC, Helser Helser 704 86 -618 704 132 -572UD Any Union Drive - 13 - - 10 -Total Union Drive 1,751 2,078 -314 1,752 2,299 -537Total Traditional Style 5,068 3,846 -1,247 5,120 4,546 -595

Residence Halls - Suite Style Buildings Fall 2009 Fall 2010Area Room Type Capacity Demand + / - Capacity Demand + / -RC Triple – Maple Maple 48 154 106 48 166 118Total Richardson Court 48 154 106 48 166BH Single – Buchanan Buchanan 133 149 16 133 173 40BH Single – Buchanan 21+ Buchanan 24 39 15 24 53 29BH Double – Buchanan Buchanan 202 165 -37 203 145 -58BH Double – Buchanan 21 + Buchanan 48 26 -22 48 30 -18Total Buchanan 432 407 379 -28 408 401UD Suite Double Eaton/Martin 94 164 70 172 209 37UD Suite Double - Coed House Eaton/Martin 120 309 189 44 281 237UD Suite Double - Sub. Free Eaton/Martin 282 201 -81 282 191 -91UD Suite Double - Sub. Free, Coed House Eaton/Martin 39 245 206 40 261 221UD Suite Double - Corner Eaton/Martin 28 41 13 25 7 -18UD Suite Double - Lofted Eaton/Martin 74 21 -53 74 20 -54Total Union Drive 637 981 -344 637 969 -332Total Suite Style 6,982 1,092 1,514 422 1,093 1,536

Total Residence Hall Preferences 6,160 5,360 -825 6,213 6,082 -152

Student Apartments Buildings Fall 2009 Fall 2010Area Apartment Type Capacity Demand + / - Capacity Demand + / -FC 2 Bedroom Shared FC 524 529 5 608 656 48FC 2 Bedroom Private FC 18 69 51 23 71 48FC 4 Bedroom Shared FC 1,404 1,250 -154 1,316 1,310 -6Total Frederiksen Court 1,946 1,946 1,848 -98 1,947 2,037SUV Schilletter Village SV 173 104 -69 173 181 8SUV University Village UV 978 614 -364 975 870 -105Total Schilletter & University Village 1,132 1,151 718 -433 1,148 1,051Total Student Apartments 3,078 2,566 -512

Total DOR System 9,647 9,168 -479 9,693 9,403 -290

Non-Area Specific Preferences Buildings Fall 2009 Fall 2010Area Apartment Type Capacity Demand + / - Capacity Demand + / -- Learning Community 1 - 1,312 1,104 -208 1,295 987 -308- No Preference 2 - - 1,242 - - 233 -- Single Room - RC or UD 3 - 249 427 178 250 472 222- Triple Room - RC or UD 3 - 141 177 36 135 759 624UD Suite Upgrade - Corner Only 1 Eaton/Martin 28 41 13 24 59 35UD Suite Upgrade - Corner or Lofted 1 Eaton/Martin 102 300 198 99 541 442UD Suite Upgrade - Lofted Only 1 Eaton/Martin 74 21 -53 74 68 -6

1. These spaces are also included in above counts2. No Preference demand is included in count of Total DOR System.3. Single and Triple room Capacity is included in count of Total DOR System


MEAL PLAN BUY-IN

All data is as of Count Day (10th class day) for the fall semester of the fiscal year.

Mandatory Meal Plans 1 2 Fall 2009 Fall 2010 Variance# % # % # %

Weekly 21 Plan 439 7.6% 62 1.0% -377 -85.9%Weekly 17 Plan 922 15.9% 1,844 30.8% 922 100.0%Weekly 14 Plan 2,143 36.9% 1,815 30.4% -328 -15.3%Weekly 10 Plan 1,214 20.9% 1,315 22.0% 101 8.3%Weekly 7 Plan 864 14.9% 785 13.1% -79 -9.1%Semester 225 Plan 97 1.7% 86 1.4% -11 -11.3%Semester 175 Plan 100 1.7% 51 0.9% -49 -49.0%Semester 200 Plan 3 33 0.6% 28 0.5% -5 -5.0%Total Mandatory Plans 5,812 5,986 5 168 2.9%

Voluntary Meal Plans 2 4 Fall 2009 Fall 2010 Variance# % # % # %

Weekly 21 Plan 14 0.5% 10 0.4% -4 -28.6%Weekly 17 Plan 66 2.4% 87 3.1% 21 31.8%Weekly 14 Plan 124 4.5% 125 4.5% 1 0.8%Weekly 10 Plan 169 6.2% 164 5.8% -5 -3.0%Weekly 7 Plan 384 14.0% 427 15.2% 43 11.2%Semester 225 Plan 12 0.4% 26 0.9% 14 116.7%Semester 175 Plan 28 1.0% 14 0.5% -14 -50.0%Semester 200 Plan 3 16 0.6% 20 0.7% 4 25.0%25 Meal Block 3 484 17.6% 530 18.9% 46 9.5%50 Meal Block 3 558 20.3% 578 20.6% 20 3.6%75 Meal Block 3 296 10.8% 252 9.0% -44 -14.9%100 Meal Block 3 593 21.6% 572 20.4% -21 -3.5%Total Voluntary Plans 2,744 2,805 61 2.2%

All Plans 2 Fall 2009 Fall 2010 Variance# % # % # %

Weekly 21 Plan 453 5.3% 72 2.6% -381 -84.1%Weekly 17 Plan 988 11.5% 1,931 68.8% 943 95.4%Weekly 14 Plan 2,267 26.5% 1,940 69.2% -327 -14.4%Weekly 10 Plan 1,383 16.2% 1,479 52.7% 96 6.9%Weekly 7 Plan 1,248 14.6% 1,212 43.2% -36 -2.9%Semester 225 Plan 109 1.3% 112 4.0% 3 2.8%Semester 175 Plan 128 1.5% 65 2.3% -63 -49.2%Semester 200 Plan 3 49 0.6% 48 1.7% -1 -2.0%25 Meal Block 3 484 5.7% 530 18.9% 46 9.5%50 Meal Block 3 558 6.5% 578 20.6% 20 3.6%75 Meal Block 3 296 3.5% 252 9.0% -44 -14.9%100 Meal Block 3 593 6.9% 572 20.4% -21 -3.5%Total All Plans 8,556 8,791 235 2.7%

1. Students living in Union Drive, Richardson Court and Buchanan Hall have a mandatory requirement to purchase a meal plan.2. To clarify expiration terms for students, beginning fall 2010, the word Cyclone is no longer a part of the Weekly meal plan names. Additionally, the word

plan is no longer part of the name for meal blocks. 3. Dining Dollar$ are not included as part of the Semester 200 Plan or the Meal Blocks.4. Students living in Wallace and Wilson halls, Frederiksen Court, Schilletter/University Village and off-campus students are not required to purchase a meal

plan and are considered voluntary participants.5. Mandatory meal plans total is one less than total students living in meal plan required areas as one student is on waiver for F10, but retaining possession

of her room.


FINANCIAL DATA

Data is as of June 30 of the fiscal year. Data is unaudited.

Operations FY 2009 FY 2010

Revenues $71,884,662 $72,795,895

Expenditures for operations $49,721,330 $49,968,320

Net operating revenue $22,163,332 $22,827,275

% of revenues 30.83% 31.36%

Debt service (due July 1) 1 $10,666,307 $10,761,339

% of revenues 14.84% 14.78%

Net operating ratio (%)207.79% 212.13%

(Net operating revenue to debt services)

Net revenue after debt service $11,497,025 $12,066,236

% of revenues 15.99% 16.58%

Mandatory transfer to reserves $500,000 $500,000

% of revenues 0.70% 0.69%

Net after debt service and mandatory transfers $10,997,025 $11,566,236

Administrative Services Fee payment from surplus $1,714,054 $1,559,618

% of expenditures 3.45% 3.12%

Cash and Investment Balances

Voluntary funds FY 2009 FY 2010

Revenue fund $195,459 $3,810

Operations and maintenance fund $0 $0

Improvement fund 2 $12,432,349 $14,850,182

Surplus fund $12,413,972 $14,207,456

Subtotal—voluntary fund balances $25,041,780 $29,061,448

% of gross revenue 34.84% 39.92%

Mandatory funds FY 2009 FY 2010

Sinking fund $29,027 $22,841

Bond reserve fund $9,906,573 $8,714,185

Construction fund $2,585,418 $26,108

Subtotal—mandatory fund balances $12,521,018 $8,763,134

Total cash and investment balances $37,562,798 $37,824,582

1. Scheduled debt service for FY2009 was $10,879,832. Actual expense was reduced by adjustments to bond reserve accounts.

2. FY10 Ending improvement fund balance includes carryover of FY08/FY09 building and capital improvement projects totaling $6,459,595 and budgeted project expenditures for FY2011.

3.


BOND PRINCIPAL and INTEREST DUE

Data is as of June 30 of the fiscal year with payments due July 1, 2010.

Series Interest Principal Principal Due Future Years

1998A $533,065 $440,000 $10,815,0001999A $651,825 $530,000 $12,955,0002001A $925,483 $600,000 $18,055,0002002 $629,465 $415,000 $12,475,0002003 $807,351 $600,000 $18,335,0002003A $287,493 $390,000 $7,285,0002006 $638,194 $570,000 $14,790,0002006A $355,031 $315,000 $8,010,0002007 $545,675 $450,000 $12,525,0002008 $339,950 $855,000 $8,905,0002009 1 $451,526 $460,000 $10,465,000Total $5,631,993 $5,185,000 $123,800,000

1. Replaced 1998A Issue

FACILITIES SUMMARY

FY 2009 FY 2010 Change

Total Gross Square Feet 2,910,651 3,253,243 342,592Total Insured Value $430,239,919 $467,309,696 $37,069,777

Building and Capital Improvement Expenditures FY 2009 FY 2010 Change

Total Building Improvements $1,708,188 $900,994 $(807,194)Capital Improvements

Residence System (205-10-00) 1 $0 $0 $0Improvement Funds (205-09-05, 205-09-45) 2 $4,461,969 $7,034,033 $2,572,064Revenue Bonds (205-02-00) 3 $8,440,828 $2,559,310 $(5,881,518)Treasurer's Temporary Investments (500-00-65) $0 $0 $0University Funds (113-06-14) $0 $0 $0Facilities Overhead $0 $50,000 $50,000Total Capital Improvements $12,902,797 $9,643,343 $(3,259,454)

Total Building and Capital Improvement Expenditures $14,610,985 $10,544,337 $(4,066,648)

Expenditures per Gross Square Foot FY 2009 FY 2010 Change

Building Expenditures per Gross Square Foot $0.59 $0.28 $(.31)Capital Expenditures per Gross Square Foot $4.43 $2.96 $(1.47)Total Expenditures per Gross Square Foot 4 $5.02 $3.24 $(1.78)

1. MWL Dining Addition and Knapp Storms Commons were not previously included in Gross Square Feet or Insured Value.2. Building and capital improvement expenditures are no longer expensed directly to surplus. 3. Capital Improvement project carryover to FY10 is $6,388,866. Projects with notable carryover funds include Friley Life Cycle improvements $310,903,

Birch Welch Roberts Fire Escapes $600,000, Electronic Access Control $574,500, Friley Asbestos Abatement/Flooring $756,669, Helser Heat & Smoke Detection $537,209, Security Cameras $500,000, MWL Commons Sprinkler System $240,000, and Wallace Heat & Smoke Detection $395,429. The Department of Residence has provided $2M in temporary funding from surplus to ISU Dining improvement funds in support of the Oak Elm Dining Renovation project. These funds will be paid back to Residence in FY14 and FY15.

4. Expenditures per Gross Square Foot were higher in FY09 due to the East Campus Dining project. Expenditures per Gross Square Foot were $1.01 in FY2007 and $2.30 in FY2008.


APPENDIX A – EXPLANATION OF CHANGES TO DESIGN CAPACITY

Fall 2010Area Hall Rooms # of spaces Reason

TW Wallace 2336, 7336 -2 Space LOST due to wireless conversionTW Wallace M344 +1 Space ADDED for new CATW Wilson 2423 -1 Space LOST due to wireless conversionRC Barton 252 -1 Triple converted to double.RC Linden 95 -1 Triple converted to double.UD Friley 2226, 2273, 2336 -3 Space LOST due to wireless conversionTotal Changes -7

APPENDIX B – EXPLANATION OF OFF-LINE SPACE

Residence Halls Rooms # of Spaces ReasonBarton 243 2 Tour RoomMaple 223 2 Tour RoomWillow 1242 2 Tour RoomTotal Richardson Court 6Eaton 1145 2 Tour Room

Friley

2251 1 Medical5526 1 Storage2216 2 Tour Room2346 2 Medical

Martin2418 1 Medical1145 2 Tour Room

Total Union Drive 9Buchanan 2019 1 MedicalWallace 1328 1 Tour Room

Wilson

6403, 6407, 6408, 6412, 6415, 6416, 6419, 6428, 6440, 6443, 6444, 6447, 6448, 6451, 6452, 6455, 6459

17 Flood Temp Housing

7403-10460 120 Floor ClosedTotal Towers 139Total Residence Halls 154

Student Apartments Apartments # of Spaces Reason

Frederiksen Court

3138, 3312, 3418, 4112, 4212, 4318, 6118, 6218, 6238, 6318, 7132, 7212, 7318 26 Semi-Permanent

Double as Single3312 1 Medical4212 2 Medical4117 4 Storage4111 4 Office4211 4 Tour Apt.4213 4 Tour Apt.

Total Frederiksen Court 45

University Village

105D, 108A, 108B, 108D, 108E, 118F, 161D 11 Flood160E 2 Project134C 2 Resident Issue173A 2 Tour Apt.

Total University Village 17

Schilletter Village

3B 1 Tour Apt.7A, 7B, 7C, 7D 4 Storage52A 1 Project62A 1 Medical

Total Schilletter 7Total Student Apartments 69

Guest Apartments Apartments # of Spaces Reason

SUV Guest Apartments1A, 1B, 3C, 4A, 4C, 5B, 8A, 8C, 9C, 9D, 10A, 10B, 19B, 21C, 24B, 15 ***

19C, 19D 2 ProjectTotal Guest Apartments 17

Total DOR System 240


Documents

· Web viewStrategic and continuous improvement in facilities and furnishings has been an emphasis these past few years. As occupancy has increased,