Understanding State Share of Instruction and Resource Analysis Jay Johnson Assistant Director,...

Understanding State Share of Instruction and Resource Analysis

Jay JohnsonJay JohnsonAssistant Director, Higher Education Assistant Director, Higher Education

Information (HEI)Information (HEI)

(614) 728-2902 [email protected](614) 728-2902 [email protected]




OHIO BOARD OF REGENTSOHIO BOARD OF REGENTS

HEI Users Conference

March 23, 2001

2OHIO BOARD OF REGENTS, www.regents.state.oh.us

Presentation OverviewPresentation Overview

State Share of Instruction Two- & five-year moving

averages Resource Analysis Queries Available

$1.7B awarded each Fiscal Year$1.7B awarded each Fiscal Year


State Support of Ohio Higher EducationState Support of Ohio Higher Education

State Share of Instruction Formula $1.6B in FY01

Challenge Line Items$147M in FY01

Success Challenge Access Challenge Research Challenge Jobs Challenge

State Share of Instruction Formula $1.6B in FY01

Challenge Line Items$147M in FY01

Success Challenge Access Challenge Research Challenge Jobs Challenge

State support represents between 28% to 49% of campus revenue

State support represents between 28% to 49% of campus revenue

State Allocations FY01

91%

4%1%

1%

3%

State Share ofInstruction

Success Challenge

Research Challenge

Jobs Challenge

Access Challenge

Allocation by Type - FY01Allocation by Type - FY01Allocation by Type - FY01Allocation by Type - FY01


State Support of Ohio Higher EducationState Support of Ohio Higher Education

State Allocations FY01

91%

4%1%

1%

3%

State Share ofInstruction

SuccessChallenge

ResearchChallenge

Jobs Challenge

AccessChallenge


Cost of Instruction Factors in Resource AnalysisCost of Instruction Factors in Resource Analysis

Student Services: Registrar, Institutional Research

POM: Facilities, Libraries, Technology Infrastructure

President & VP Salaries

Number of Students in Course or

Credit Hours

Subject Matter of Course

Level of Course

Co

lleg

iate

E

nte

rpri

se

Course / Unit of instruction

Indirect Costs/

Overhead

Allocated to

Instructor Salary + Fringe Benefits

Department Chair Salary & other expensesDirect Instructional

Costs


Resource Analysis Cost AllocationResource Analysis Cost Allocation

Step 1: Allocate instructors' salaries & benefits among the subjects and levels of the courses they teach

Step 2: Allocate Funding Unit Overhead expenses to subjects and levels of course sections offered by the funding unit (department)

Step 3: Allocate student services, academic support, institutional support, libraries and POM to all subjects and levels of course sections offered by the campus

Step 4: Combine all costs into single table for entire state.

Costs are saved for each combination of campus, subject and level, and can thereby be aggregated by state, sector, campus, subject field, level and subsidy model.




Step 4: Combine all costs into single table for entire state.

Costs are saved for each combination of campus, subject and level, and can thereby be aggregated by state, sector, campus, subject field, level and subsidy model.


Resource Analysis Step 1:Allocate Instructors’ SalariesResource Analysis Step 1:Allocate Instructors’ Salaries

Calculating Course Credit Hours Calculating Course Credit Hours

Course ID English 101 English 301 English 601Subject 230101 230301 230701Level G B D Total CCHHours 5 3 2 10CCH 50% 30% 20%



Calculating Student Credit Hours Calculating Student Credit Hours



Average SCH & CCH Average SCH & CCH

Course ID English 101 English 301 English 601Subject 230101 230301 230701Level G B D Total CCHHours 5 3 2 10CCH 50% 30% 20%

Students 20 40 10SCH 100 120 20 Total SCH ValueSCH Value 15 17 9 41SCH % 37% 41% 22%

Average 43% 36% 21%


Resource Analysis AllocationResource Analysis Allocation


Allocated by SCH & CCH




Allocated by SCH and NASF for POM






Allocated by SCH and NASF for POM


Resource Analysis Cost Allocation: Files that contribute to each stepResource Analysis Cost Allocation: Files that contribute to each step

Step 1 Faculty and Instructional Non-faculty Funding (FF) File: Salary Course Enrollment (CN) File: Credit Hours Student Enrollment (SN) File: Rank Course Sections Taught (ST) File: Section Type Course Inventory (CI) File: Subject and Course Level Funding Unit Expenditure (FX) File: Funding Unit

Step 2 Funding Unit Inventory (FI) File College Expenditure (CP) File

Step 3 Campus Expenditure (CX) File Area Inventory (AI) File (used to calculate Net Area Square Footage

(NASF))

Step 1 Faculty and Instructional Non-faculty Funding (FF) File: Salary Course Enrollment (CN) File: Credit Hours Student Enrollment (SN) File: Rank Course Sections Taught (ST) File: Section Type Course Inventory (CI) File: Subject and Course Level Funding Unit Expenditure (FX) File: Funding Unit

Step 2 Funding Unit Inventory (FI) File College Expenditure (CP) File

Step 3 Campus Expenditure (CX) File Area Inventory (AI) File (used to calculate Net Area Square Footage

(NASF))


State Share of Instruction ProcessingState Share of Instruction Processing

Step 1: Gather all course enrollments, cross registrations, and medical enrollments into a single table

Step 2: Exclude course enrollments that have no impact on subsidy

Step 3: Adjust the subsidy level of course enrollments that may have been classified for subsidy inappropriately.

Step 4: Map course enrollments to subsidy model based on their subject code and course level.

Step 1: Gather all course enrollments, cross registrations, and medical enrollments into a single table

Step 2: Exclude course enrollments that have no impact on subsidy

Step 3: Adjust the subsidy level of course enrollments that may have been classified for subsidy inappropriately.

Step 4: Map course enrollments to subsidy model based on their subject code and course level.



Step 5: Adjust the subsidy model for approved exceptions

Step 6: Classify student enrollments as eligible or ineligible for subsidy.

Step 7: The processing in this step has been distributed to other steps.

Step 8: Summarize course enrollments by campus and subsidy model for both eligible and ineligible SCH.

Step 5: Adjust the subsidy model for approved exceptions

Step 6: Classify student enrollments as eligible or ineligible for subsidy.

Step 7: The processing in this step has been distributed to other steps.

Step 8: Summarize course enrollments by campus and subsidy model for both eligible and ineligible SCH.



Step 9: Apply the Law Caps. Step 10: Apply the Doctoral Caps. This

process will not be implemented. Step 11: Apply the Baccalaureate Limit rule. Step 12: Apply medical 5 percent repeater

rule. This process is not yet implemented. Step 13: Apply medical class cohort excess

rule. This process is not yet implemented. Step 14: Apply medical buffering rule.

Step 9: Apply the Law Caps. Step 10: Apply the Doctoral Caps. This

process will not be implemented. Step 11: Apply the Baccalaureate Limit rule. Step 12: Apply medical 5 percent repeater

rule. This process is not yet implemented. Step 13: Apply medical class cohort excess

rule. This process is not yet implemented. Step 14: Apply medical buffering rule.


Baccalaureate LimitBaccalaureate Limit

50

20

30

0

10

20

30

40

50

Level

SCH

Enrollments at a Branch Campus by Level

GS

Tech

Bacc

20%

Resident Credit Center



Step 15: Enter Journal Entry transactions. Step 16: This processing has been combined

with Step 18. Step 17: Submit to institutions for further

review. Step 18: Summarize the Subsidy FTE for all

terms of the fiscal year calculated so far. Instructional Subsidy

Final Step: Fund based on the higher of the two- or five-year moving average

Step 15: Enter Journal Entry transactions. Step 16: This processing has been combined

with Step 18. Step 17: Submit to institutions for further

review. Step 18: Summarize the Subsidy FTE for all

terms of the fiscal year calculated so far. Instructional Subsidy

Final Step: Fund based on the higher of the two- or five-year moving average


Two- or five-year Moving AverageTwo- or five-year Moving Average

Moving Average Example 1

Fiscal Year FTE

1996 12,000

1997 12,500

1998 14,000

1999 14,500

2000 13,000

Two Year Average 13,750 Five Year Average 13,200


11,500

12,000

12,500

13,000

13,500

14,000

14,500

1996 1997 1998 1999 2000

Fiscal Year

FT

E


Two- or five-year Moving AverageTwo- or five-year Moving Average


Fiscal Year FTE

1996 12,000

1997 11,500

1998 11,000

1999 10,000

2000 9,500

Two Year Average 9,750 Five Year Average 10,800


9,000

9,500

10,000

10,500

11,000

11,500

12,000

12,500

1996 1997 1998 1999 2000

Fiscal Year

FT

E


WebsitesWebsites

http://www.regents.state.oh.us/hei/subsidy/subsidyFTEprocess.htm http://www.regents.state.oh.us/hei/RA/RAspecifications.html

http://www.regents.state.oh.us/hei/subsidy/subsidyFTEprocess.htm http://www.regents.state.oh.us/hei/RA/RAspecifications.html

Understanding State Share of Instruction and Resource Analysis







OHIO BOARD OF REGENTSOHIO BOARD OF REGENTS

HEI Users Conference

March 23, 2001

Understanding State Share of Instruction and Resource Analysis Jay Johnson Assistant Director,...

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