Oklahoma State Regents for Higher Education Improving Our Future by Degrees The Funding Picture: 2009 Dr. Linda Mason

State federal grant $ obtained increased:State federal grant $ obtained increased: TOTAL INCREASE 31% PUI INCREASE 13% State Funds +

Oklahoma Research $ $500,000,000 for 2008 PUIs – 12% Fed $PUIs – 12% Fed $ PUIs – 73% studentsPUIs – 73% students

OSRHE $1.4 billon budget requestOSRHE $1.4 billon budget request and a $145 million new money request Priorities: –Add faculty –Increase course sections offered –Operating funds for new buildings –Funding for endowed chairs –Research Capital of the Plains Source: 2009 Legislative Agenda for OSRHE State Allocation Funds

Few raisesFew raises Many state workers and teachers will not be getting raises this year because of the economic downfall. State Salaries -

State R&D $ increased OCAST - from $10,000,000 and requested $43,000,000 this yearOCAST - from $10,000,000 and requested $43,000,000 this year ($23,000,000 & -1.9% while others got -7 to 9%) Oklahoma Nanotechnology InitiativeOklahoma Nanotechnology Initiative State EDGE Initiative:State EDGE Initiative: increase # of researchers, technicians, support services; support advanced technology companies in Oklahoma; leverage federal and private research grants; improve health status - $150 million endowment More federal $ to state agenciesMore federal $ to state agencies EPSCoR $ to Universities and state initiativesEPSCoR $ to Universities and state initiatives INBRE Grant – 6 universities, 2 community collegesINBRE Grant – 6 universities, 2 community colleges College Access Grant - $915,418College Access Grant - $915,418 State Grant Funds +

In 2008 Oklahoma ranked 33rd in total federal $ obtained for research and development Source: Science and Engineering State Profiles: NSF | August State Federal Grant $ +

Performer _________________________________________________________________________________ AgencyTotalFederal Univ &Other State, local Rank intramuralcolleges nonprofits government ___________________________________________________________________________________ All agencies 253,60268,85731,0561,76840 Agriculture22,89712,62510, Commerce11,211 6,292 4, Defense58,38220,268 3, Energy 9,928 2,256 4,4721, Health, Human Services88,396 2,55254,27528,0601,38836 Homeland Security 2,006 1, Interior 1,890 1, Transportation10,254 8, EPA15,13613,764 1, NASA16,87115,0461, NSF16,63114, Rank – Source: Science and Engineering State Profiles: NSF Source: Science and Engineering State Profiles: NSF | August State Federal Grant $ +

Big 12 Higher Ed Research Rankings Big 12 States Fed R&D $ S&E Doctorates Texas 2 3 Missouri 2023 Colorado 2516 Oklahoma 3333 Kansas 3234 Nebraska 3638 Source: Science and Engineering State Profiles: NSF | August Oklahoma Performance in Obtaining Federal Grant Funds +

Total US university research and development $24,380,000, $36,405,000, – $49, 431,000,000 Source: NSF, Academic Research and Development Expenditures: Fiscal Year 2007, March Oklahoma Federal Grant Funds +

Total non-science US university research and development $1,748, – $2,030,000 Source: NSF, Academic Research and Development Expenditures: Fiscal Year 2007, March

NSF as a Sample –Oklahoma obtained $26,986,000 from NSF in 2007 –Oklahoma obtained $29,383,000 from NSF in 2006 –Oklahoma obtained $25,427,000 from NSF in 2005 –Oklahoma obtained $28,242,000 from NSF in 2004 –Oklahoma obtained $26,414,000 from NSF in 2003 NSF Twenty Year Budget by Account in Millions of Current Dollars 08 - $5,000,000, $2,500,000, $1,500,000,000 Source: NSF, 2008 State Grant Funds +

The 2007 Federal Budget shows an increase in federal grant funds. Over 7 years, the federal grant money has increased by 26%.The 2007 Federal Budget shows an increase in federal grant funds. Over 7 years, the federal grant money has increased by 26%. The federal government invests more than $15 billion annually in academic research (Executive Office of the President of the United States, 2000).The federal government invests more than $15 billion annually in academic research (Executive Office of the President of the United States, 2000). U.S. spending on all R&D totaled $368.1 billion in 2007, up from $347.9 billion in 2006U.S. spending on all R&D totaled $368.1 billion in 2007, up from $347.9 billion in 2006 Federal funding of academic S&E R&D failed to outpace inflation for the second year in a row (+1.1% in actual $, but -1.6% adjusted for inflation)Federal funding of academic S&E R&D failed to outpace inflation for the second year in a row (+1.1% in actual $, but -1.6% adjusted for inflation) Source: NSF, 2008 Federal Grant Funds +

American Recovery and Reinvestment Act of 2009 ARRAStimulus $575 billion For: Energy efficiency Science and technology Transportation Education Create and save jobs Health care Assist with job loss Protect public services Federal ARRA Grant Funds +

Source: Oklahoma Recovery and Reinvenstment Website.

By One-Time Automatic Disbursement By Formula - Examples include: Medicaid State Fiscal Stabilization Fund Highway Infrastructure Investment By Competition National Institutes of Health National Science Foundation Broadband Program By Demand By Federal Agency Plan Federal ARRA Grant Funds + Source: Oklahoma Recovery and Reinvenstment Website.

Auditing and tracking are rigorous and public. Oklahoma higher education stimulus grant proposals and actions are on the OSHRE website, Federal ARRA Grant Funds +

In 2008, 38% of foundations reported an increase in giving, as opposed to 52% in 2007.In 2008, 38% of foundations reported an increase in giving, as opposed to 52% in Grant makers increased giving by 8.2% reported in another Foundation Center report. 60% of the respondents expect to increase their giving this yearGrant makers increased giving by 8.2% reported in another Foundation Center report. 60% of the respondents expect to increase their giving this year In 2009, 63% of foundations reported a decrease in givingIn 2009, 63% of foundations reported a decrease in giving Source: Foundation Growth and Giving Estimates, Philanthropist Funds +

–Colleges brought in 6.2% increase in gifts in 2008 over 2007, and the fifth straight year of increases. Source: Council for Aid to Education, Philanthropist Funds +

In 2008, there was a continued increase in demand for organizations’ services. __________________________________________________________________ Guide Star Survey on Demand for Non-Profit Charities in 1 ST 9 Months Increased Increased_________________________________________________________________________________________________________________________ October % October % October % October % October % _____________________________________________________________________________________________________ HIGH NEED

67% of grantmaking foundations did say that their organizations gave more in grant money during the first nine months of this year than during the first nine months of last year.67% of grantmaking foundations did say that their organizations gave more in grant money during the first nine months of this year than during the first nine months of last year. HIGH NEED

For example: The Bill & Melinda Gates Foundation planned to double the number of low-income young people who complete a college degree or a certificate program by age 26, or an increase of 25,000 credentialed students. $3 billion to $68 million over five years Target: 8 states and 15 institutions, particularly community colleges. Reduced the initiative from $3 billion to $68 million over five years REDUCTIONS

Charitable Giving Patterns as They Relate to Recessions and Economic Slowdowns 40-years (1967 to 2007) Giving +0.8% in years with an economic slowdown. Giving -2.7% in years 8+ months of recession Individual giving - 3.9% Foundation giving - 0.1% Corporate giving - 1.6% Human services organizations in recessions +0.7% and longer recessions +5% Source - “Giving During Recessions and Economic Slowdowns” by the Center on Philanthropy at Indiana University. Giving USA Spotlight, Issue 3, 2008, Giving USA Foundation. RECESSION PATTERNS

Put your grant in context. OKLAHOMA GRANTSMANSHIP

Oklahoma higher education has an emerging grantsmanship culture. OKLAHOMA GRANTSMANSHIP

Oklahoma’s Federal R&D funding captureOklahoma’s Federal R&D funding capture rate is low: 33 rd of 51 (in the bottom 25%) rate is low: 33 rd of 51 (in the bottom 25%) employed S&E doctorates 33 rd with 4,420 SOURCE – NSF, 2008 Oklahoma ranks 37 th in federal income tax payment.Oklahoma ranks 37 th in federal income tax payment. SOURCE – Chronicle of Higher Education 2006 Oklahoma ranks 50 th in federal, state, and local taxes as a share of taxpayer income.Oklahoma ranks 50 th in federal, state, and local taxes as a share of taxpayer income. SOURCE – Post Secondary Education Opportunity, December 2007 OKLAHOMA GRANTSMANSHIP

60% of university federal R&D funds – California Michigan New York Texas OKLAHOMA GRANTSMANSHIP

If Oklahoma at top - + $1.07 billion If Oklahoma average – + $11 million OKLAHOMA GRANTSMANSHIP

Now, the GOOD NEWS…. Oklahoma grantsmanship is getting better! In 2004, Oklahoma was 49 th in the nation! SOURCE – NSF 2003 OKLAHOMA GRANTSMANSHIP

We have a  growing grants cultureWe have a  growing grants culture  State Awareness = Grant Conferences 2004 = = 12  National rank 49 th to 33 rd  6 more sponsored programs offices among PUI’s  9.0 added FTE OKLAHOMA GRANTSMANSHIP

We have a growing grants culture More UG Research FairsMore UG Research Fairs CUR Institute on Undergraduate Research in Fall 2008 – 9 institutions participatedCUR Institute on Undergraduate Research in Fall 2008 – 9 institutions participated 1 st Regional NSF Conference1 st Regional NSF Conference 1 st Statewide NEH Conference1 st Statewide NEH Conference 5 Summer Grant Writing Institutes – OSRHE/EPSCoR5 Summer Grant Writing Institutes – OSRHE/EPSCoR 2009, 2008, 2007, 2006, , 2008, 2007, 2006, 2005 More partnerships with institutions from multiple sourcesMore partnerships with institutions from multiple sources OKLAHOMA GRANTSMANSHIP

- Legislature matches endowed chairs - OSRHE matches millions on federal grants - OSHRE matches $5.5 million on EPSCoR grant - Coordinator for Grant Writing and External Funding Assistance Oklahoma+

OSRHE distributes grants – Brain Gain Grants College Access Grant Minority Teacher Recruitment Center - College Connection - Special Projects No Child Left Behind Act, Title III, Part A Nursing and Allied Health Initiative Summer Academies GEAR UP College Access OHLAP/Oklahoma’s Promise Urban Initiative Outreach Program Grants Oklahoma+

Despite the weak economy, grants are increasing in all sectorsDespite the weak economy, grants are increasing in all sectors Grant competition is increasingGrant competition is increasing New initiatives will be presented by the new presidential administrationNew initiatives will be presented by the new presidential administration Oklahoma, a low producer in grantsmanship,Oklahoma, a low producer in grantsmanship, is improving steadily SUMMARY

New website resource page: UNDERGRADUATE RESEARC research.shtml research.shtml Grant opportunitiesGrant opportunities Oklahoma college and university undergraduate research programsOklahoma college and university undergraduate research programs Contact personsContact persons List of summer undergraduate research opportunities for studentsList of summer undergraduate research opportunities for students OSRHE

New website resource page: HIGHER EDUCATION OPPORTUNITY ACT OF Summaries of different parts, i.e. disclosure requirements, new loan policies and programs, new initiativesSummaries of different parts, i.e. disclosure requirements, new loan policies and programs, new initiatives Grant opportunities as they emergeGrant opportunities as they emerge Contact linksContact links OSRHE

Keep telling the story; it’s a great story! Oklahoma has had a +25% in degrees conferred over 5 years, when enrollment levels have been at +8%Oklahoma has had a +25% in degrees conferred over 5 years, when enrollment levels have been at +8% For every $1 invested in higher education, Oklahoma receives $5+ backFor every $1 invested in higher education, Oklahoma receives $5+ back We ARE improving our grantsmanshipWe ARE improving our grantsmanship

What does it mean? We are improving quality instead of simply focusing on access. Results: Better degreesBetter degrees Stronger economyStronger economy Graduates to fill jobsGraduates to fill jobs Higher per capita income in our stateHigher per capita income in our state Leaders for the 21st centuryLeaders for the 21st century

YOU are finding funds that Open doorsOpen doors Build careersBuild careers Changes livesChanges lives

Contact: Dr. Linda IP: GRANT WRITING AND EXTERNAL FUNDING TECHNICAL ASSISTANCE 2009