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UNIVERSITIESFY 2014
May 2013
State Share of Instruction
State Share of Instruction
Overall allocations determined by Governor & Legislature
Cost-Based Model
Distributive or Rationing Formula
Based on 3-year averages (starting FY14)
Components and Sources
Main Components: Degrees
At-Risk Component Course Completions
At-Risk Component Set-Asides
Doc Med
Earmarks POM Access Challenge
Major Players: End of Term processes CN File SN File CI File DC File FF File FX File CX File
University Main Campus SSI Distributions
2013 2014 2015*
Course Completions
~58.0% 28.0% 30.0%
Degrees 20.0% 50.0% 50.0%
Medical Set-Asides
8.6% 8.6% 7.9%
Doctoral Set-Asides
12.9% 12.9% 11.8%
Earmarks < 1% < 1% < 1%
Stop-Loss 96% Stop-Loss NO Stop-Loss NO Stop-Loss NOTE: In FY15 the allocations and distribution formula for university main and regional campuses are combined, and the apparent percentage differences in the Set-Asides are a reflection of that increased overall allocation. The allocation is combined in FY14 as well (with an earmark for the regional campuses) but this distribution shows the results separately because the formulas are still different.
University Regional Campus SSI Distributions
2013 2014 2015*
Course Completions
89.0% 100.0% 30.0%
Degrees 0.0% 0.0% 50.0%
Medical Set-Asides
0.0% 0.0% 7.9%
Doctoral Set-Asides
0.0% 0.0% 11.8%
Earmarks 11.0% 0.0% < 1%
Stop-Loss 96% Stop-Loss NO Stop-Loss NO Stop-Loss NOTE: In FY15 the allocations and the distribution formula for university main and regional campuses are combined.
https://www.ohiohighered.org/hei
Processes & Utilities – Provides Explanations of these Processes Course Inventory Expert System Download Your Institutions Data (IPEDS) End-of-Term Process Resource Analysis Subsidy FTE Enrollment Success Points Process Selection of Degrees for SSI Process
https://www.ohiohighered.org/hei
Important Links Data Input Site (login required) Data and Reports File Submission Schedule Unrestricted Outputs Restricted Outputs (login required)
HEI Restricted Outputs
Academic Calendar Administration Liaisons Only (use for Liaison administrative functions)
End-of-Term (use to calculate Subsidy FTE and to finalize the term)
Subsidy Process/Success Challenge/Resource Analysis
Mobility Tracking Query Restricted Queries (choose from several restricted queries) HEI Secure File Transfer
HEI End-of-Term Processing
Request End-of-Term Reports -- Creates Subsidy Eligible FTE Completed FTE At-Risk FTE Success Points (if applicable) Degrees (if applicable)
Review Reports Created!
Finalize End-of-Term Releases data for use in reports and queries
HEI Restricted Outputs
Academic Calendar Administration Liaisons Only (use for Liaison administrative functions)
End-of-Term (use to calculate Subsidy FTE and to finalize the term)
Subsidy Process/Success Challenge/Resource Analysis
Mobility Tracking Query Restricted Queries (choose from several restricted queries) HEI Secure File Transfer
Subsidy Process/Success Challenge/Resource Analysis
Subsidy FTE Query Unit record data of FTE
Subsidy Process Summary of Credit Hours
Eligible, Completed & At-risk (completed)Selection of Degrees for SSI Student Success Initiative
Summary of Success Points by TypeSuccess Challenge Query Resource Analysis Query Resource Analysis Cost Allocation reports
HEI Subsidy FTE Query
General Factors Fiscal Year, Term, Campus
Course Factors Subject field, Course Level, Subsidy Model Subsidy Eligible Switch Course Credit Attempted, Course Credit Completed
Student Factors Subsidy Eligible Status Rank, Major At-Risk Switch
Subsidy Process/Success Challenge/Resource Analysis
Subsidy FTE Query Unit record data of FTE
Subsidy Process Summary of Credit Hours
Eligible, Completed & At-risk (completed)Selection of Degrees for SSI Student Success Initiative
Summary of Success Points by TypeSuccess Challenge Query Resource Analysis Query Resource Analysis Cost Allocation reports
HEI Subsidy Page
Total Enrollments by Source (Step 1)Total Enrollments by Reason for Exclusion
(Step 2) Ineligible students or courses… Audits
Total Enrollments by Method of Mapping to Subsidy Model (Step 4) Verification Table Match or not
Total Enrollments by Subsidy Model (Step 5)Journal Entry Transactions (Step 9)Final Report Total Enrollments by Model and
Source of Enrollments
https://www.ohiohighered.org/hei
Processes & Utilities – Provides Explanations of these Processes Course Inventory Expert System Download Your Institutions Data (IPEDS) End-of-Term Process Resource Analysis Subsidy FTE Enrollment Success Points Process Selection of Degrees for SSI Process
The Steps shown in these reports & processes are the steps outlined in the documents available here
Subsidy Process/Success Challenge/Resource Analysis
Subsidy FTE Query Unit record data of FTE
Subsidy Process Summary of Credit Hours
Eligible, Completed & At-risk (completed)Selection of Degrees for SSI Student Success Initiative
Summary of Success Points by TypeSuccess Challenge Query Resource Analysis Query Resource Analysis Cost Allocation reports
Selection of Degree for SSI
DC Records by Level (Step 1)SSI Degree Sets by Level (Step 2)
Shows degrees & students by degree levelExcluded SSI Degree Sets (Steps 3 - 5)
Associate degrees earned on branches Doctoral de-funded by Review Process Multiple Degrees same student & level
Most costly is chosen for inclusion At Risk Degree Sets by Level (Step 6)
All & at-risk degree sets by levelSSI Degree Sets Summary (Step 7)
Total Number & At-risk by Level & Subject
Subsidy Process/Success Challenge/Resource Analysis
Subsidy FTE Query Unit record data of FTE
Subsidy Process Summary of Credit Hours
Eligible, Completed & At-risk (completed)Selection of Degrees for SSI Student Success Initiative
Summary of Success Points by TypeSuccess Challenge Query Resource Analysis Query Resource Analysis Cost Allocation reports
HEI Resource Analysis Query
Select: Fiscal Year Unrestricted or Total Costs Institution Type, Institution(s), or Campus(es) Subject Field(s), Subject Code(s)… & Level(s) OR
Subsidy Model(s)Returns:
Instructor Compensation Costs for Student Services, Academic Support,
Institutional Support, Library… Student FTE Instructor Credit Hours
Model Cost
Courses are grouped into models Based on CIP code (Subject Field) and Level = Model
Costs are associated with models Costs are determined using a 6-year average Resource Analysis
Based on data reported by campuses FF, FX, & CX files
All costs are based on the STATEWIDE average
STEM Weights are added where appropriate
Reimbursement Cost for Completed FTE
N1622 * VLOOKUP($F1622, 'Model Cost'!$A$2:$I$27, 8, FALSE)
3 Year Average FTE by
campus & model
What to search for (e.g. Model
BES 4)
Table or array to search in the other worksheet
Column with the desired
values (Model Costs in
column H here)
Look for
exact matches only
This model cost is the statewide average cost, based on the last 6 years, calculated through Resource Analysis
This is in the subject level tab of the spreadsheet
Calculate SSI for Completed FTE for a model
$X$5764 *( T1622 / ($T$5764 + U$5764 )
Total allocation for that
component
Reimbursement cost at the given
school in the given model (see
previous slide)
Total sector reimbursemen
t cost of completed
FTE
Total sector reimbursement cost of at-
risk FTE
This (t3552/($T$5764 + U$5764 ) )gives the share of reimbursement cost attributable to a given
model at a given school
This ensures that the total amount allocated to completed FTE is distributed equitably based on the
college’s share of the total sector reimbursement cost for that component
This is in the subject level tab of the spreadsheet
Calculate SSI for Completed FTE for the school
SUM( IF ('subject level'!$C$6:$C$5760=$A10,‘ subject level'!$W$6:$W$5760))
If the condition
is true then Sum
Condition: The cell in column C for the given row in the subject level tab must match cell A10
in this tab
Values to be summed (Values in column W will be included IFF
column C in that row in the subject level tab matches cell
A10 in this tab)
This sums by campus all of the SSI calculated by campus and model in the previous formula
This is in the UM & UB summary tab of the spreadsheet
At-Risk Add-On for Course Completion FTE
2 Factors: Financially at-risk Academically at-risk
At-Risk Rate: Percentage of Completed
FTE associated with at-risk students
By campus & model
At-Risk Weight: Percentage of Completed
FTE associated with at-risk students
By model – statewide (UM & UB only)
The At-Risk rate, weight, and index exclude Med and other grad (level D, M, or P) FTE & apply only to UM and UB campuses
At-Risk Index: Campus specific Measure of how at-risk
the campus’s population is
At-Risk Rate
SUM(IF (('enroll at risk'!$C$6:$C$479 = C1622) *
If the condition is true then Sum
Array or table to search in the other worksheet
(enroll at risk)
Value to search for (campus
code) And
('enroll at risk'!$Y$6:$Y$479=F1622), 'enroll at risk'!$Z$6:$Z$479
Array or table to search in the other worksheet (enroll at
risk)
Value to search for
(model)
Values to be summed IFF the conditions are met (Percentage of completed FTE associated with at-risk students by institution & model)
This is in the subject level tab of the spreadsheet
At-Risk Weight
SUM( IF ('enroll at risk'!$X$487:$X$499=F1622,'enroll at risk'!$Z$487:$Z$499))
If the condition
is true then Sum
Condition: The cell in column X for the given row in the enroll at risk
tab must match cell F1622 in this tab
(model)
Values to be summed (Percentage of Completed FTE associated with at-risk students,by model but statewide (UM & UB only)
This is similar to the rate, but is statewide by model, not by institution and model. This shows, overall, the likelihood of FTE completion by at-risk students
compared to the likelihood of FTE completion by students not at-risk
This is in the subject level tab of the spreadsheet
At-Risk Index
SUM( IF ('enroll at risk'!$W$502:$W$539=C1622,'enroll at risk'!$AH$502:$AH$539))
If the condition
is true then Sum
Condition: The cell in column W for the given row in the enroll at risk
tab must match cell C1622 in this tab
(campus code)
Values to be summed (Weights for each at-risk category
combined with number of at-risk students in that category)
This is a reflection of the magnitude of the at-risk student population on a given campus, taking into account the
number of at-risk students in each category and the level of risk associated with that category. It is campus
specific.
This is in the subject level tab of the spreadsheet
At-Risk Add-on FTE
O1622 * P1622 * Q1622 * N1622
At-risk Rate (by campus &
model) – At-Risk weight
(by model)At-Risk Index (by campus)
3-year average completed FTE
This add-on is then used in the calculation of the reimbursement cost for at-risk FTE. Then the
reimbursement cost and SSI are calculated in the same way as for completed FTE. At-risk FTE only include
completed FTE.
This is in the subject level tab of the spreadsheet
Degrees
Resident v. Non-resident Non-resident weighted at 0.25 in 2014
At-risk v. not at-risk Degrees 4 Factors for at-risk
Academic Financial Age Minority Status
16 categories
Non-resident degrees
(SUM(G4:I4)/3) * IF(B4="03",0.25, IF(B4="05", 0.25, 1)
3- year average of nonresident
degrees
If degree level = 03 then multiply
by 0.25, else
If degree level = 05 then multiply
by 0.25, else
Multiply by 1 (if degree level is not 03 or 05)
This weights out-of -state undergraduate degrees at 25% but does not modify out-of-state graduate degrees. This is
a placeholder until OBR has data to determine whether students remain in Ohio after graduation.
This is in the sl degrees tab of the spreadsheet
At-Risk for Degrees
At-Risk Weight for Degrees: Difference between graduation rates of at-risk
and not at risk students Statewide (UM & UB only), all subjects, all at-
risk categories 0.391
The At-Risk weight and index exclude Med and other grad (level D, M, or P) FTE & apply only to UM and UB campuses
Campus Index for Degrees: Campus specific Measure of magnitude of campus’s at-risk
populations Range from 1.06 to 2.17
Campus Index for Degrees
HLOOKUP (A4, 'degree index'!$B$60:$O$79, 20, FALSE
Looks in top row of table or array rather
than 1st column
What to search for
(e.g. Campus
code)
Table or array to search in the
other worksheet (degree index)
Column with the desired
values (Campus
index in 20th row of array)
Look for
exact matches only
This intends to be reflective of how at-risk (of not earning a degree) a campus’s population is
This is in the SL degrees tab of the spreadsheet
Degree Cost
Cost of Degrees is based on cost of courses taken Courses are assigned a model cost as discussed All costs are based on the STATEWIDE average Total cost of courses taken by all students earning that
degree in the 3 previous years are summed and averaged Students who have earned a small number of credits in the
USO are excluded form this calcualtion
STEM Weights are added where appropriate
“Reimbursement Cost” for Degrees
Cost of Degrees * 3 year average of # of grads per campus/degree level/subject combination
Non-resident degrees were already weighted by 0.25 when the average was calculated
At Risk Degrees are also multiplied by Campus Index for Degrees At-Risk Weight for Degrees
Calculate SSI for Degrees
$X$2 *( V4 / $Y$1042)
Total allocation
for that component
“Reimbursement cost” at the given school for the given
level, subject… (see previous slide)
Total sector “reimbursement cost” for all eligible degrees
This ensures that the total amount allocated to degrees is distributed equitably based on the college’s share of
the total sector “reimbursement cost” for degrees
This is in the SL Degrees tab of the spreadsheet
Doc Set-Aside
Specific percentage of overall allocation3 Components
Historic FTE (FY 14 -- 62.5%) 85% rule: as long as at or above 85% of base, get set
percentage Research (FY 14 -- 12.5%)
HHS funding weighted at 50% Based on share of total research dollars
Degrees (FY 14 -- 25%) Based on share of total PhD degree cost
Med 2-Aside
Specific percentage of overall allocation
3 Year Average of Medical Enrollments FTE based on enrollments by term not credit hours
For semester calendars each enrollment = 1/2 FTE For quarter calendars each enrollment = 1/3 FTE
Plan to treat Summer 2012 as a semester for all schools for Med 2
Major Changes in FY 15
Main and Regional Campus funding merged All UM and UB campuses will use same formula (similar to
UM formula for FY 14)Degrees
Associate’s Degrees at all UM and UB campuses are eligible for funding
Proportional or Fractional Degree Credits are introduced Individual at-risk weights for degree completion are used Out-of state degree costs are weighted at 0.5 for
undergraduate degrees if the graduate remains in Ohio Doc Set-Aside
55% enrollment, 30% degrees, 15% research
Major Changes for Degrees in FY 15
Proportional or Fractional Degree Credits are introduced Degree costs divided amongst institutions based on
courses taken at each institution “Bonus” to degree granting institution if total degree
costs are less than statewide average cost for that degree Typically when there are transfer in credits from outside
the USO, exam based credits … Degree selection will need to be done at OBR
Major Changes for Degrees inFY 15
Individual at-risk weights for degree completion are used Based on graduation rate of a particular category of at-risk
students compared to the graduation rate of students with no risk factors, leading to 15 individual at-risk weights.
Out-of state degree costs for undergraduate degrees Weighted at 0.5 IFF the graduate remains in Ohio
Must be employed or enrolled in a USO school Will use a rate so as not to delay funding of these degrees