Understanding State Share of Instruction and Resource Analysis Jay Johnson Assistant Director, Higher Education Information (HEI) (614) Jay Johnson Assistant Director, Higher Education Information (HEI) (614) OHIO BOARD OF REGENTS HEI Users Conference March 23, 2001

OHIO BOARD OF REGENTS, 2 Presentation Overview s State Share of Instruction l Two- & five-year moving averages s Resource Analysis s Queries Available s State Share of Instruction l Two- & five-year moving averages s Resource Analysis s Queries Available $1.7B awarded each Fiscal Year

OHIO BOARD OF REGENTS, 3 State Support of Ohio Higher Education s State Share of Instruction Formula $1.6B in FY01 s Challenge Line Items $147M in FY01 l Success Challenge l Access Challenge l Research Challenge l Jobs Challenge s State Share of Instruction Formula $1.6B in FY01 s Challenge Line Items $147M in FY01 l Success Challenge l Access Challenge l Research Challenge l Jobs Challenge State support represents between 28% to 49% of campus revenue Allocation by Type - FY01

OHIO BOARD OF REGENTS, 4 State Support of Ohio Higher Education

OHIO BOARD OF REGENTS, 5 Cost 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 Collegiate Enterprise Course / Unit of instruction Indirect Costs/ Overhead Allocated to Instructor Salary + Fringe Benefits Department Chair Salary & other expenses Direct Instructional Costs

OHIO BOARD OF REGENTS, 6 Resource Analysis Cost Allocation s Step 1: Allocate instructors' salaries & benefits among the subjects and levels of the courses they teach s Step 2: Allocate Funding Unit Overhead expenses to subjects and levels of course sections offered by the funding unit (department) s Step 3: Allocate student services, academic support, institutional support, libraries and POM to all subjects and levels of course sections offered by the campus s Step 4: Combine all costs into single table for entire state. l 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. s Step 1: Allocate instructors' salaries & benefits among the subjects and levels of the courses they teach s Step 2: Allocate Funding Unit Overhead expenses to subjects and levels of course sections offered by the funding unit (department) s Step 3: Allocate student services, academic support, institutional support, libraries and POM to all subjects and levels of course sections offered by the campus s Step 4: Combine all costs into single table for entire state. l 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.

OHIO BOARD OF REGENTS, 7 Resource Analysis Step 1: Allocate Instructors’ Salaries s Calculating Course Credit Hours

OHIO BOARD OF REGENTS, 8 Resource Analysis Step 1: Allocate Instructors’ Salaries s Calculating Student Credit Hours

OHIO BOARD OF REGENTS, 9 Resource Analysis Step 1: Allocate Instructors’ Salaries s Average SCH & CCH

OHIO BOARD OF REGENTS, 10 Resource Analysis Allocation s Step 1: Allocate instructors' salaries & benefits among the subjects and levels of the courses they teach l Allocated by SCH & CCH s Step 2: Allocate Funding Unit Overhead expenses to subjects and levels of course sections offered by the funding unit (department) l Allocated by SCH & CCH s Step 3: Allocate student services, academic support, institutional support, libraries and POM to all subjects and levels of course sections offered by the campus l Allocated by SCH and NASF for POM s Step 1: Allocate instructors' salaries & benefits among the subjects and levels of the courses they teach l Allocated by SCH & CCH s Step 2: Allocate Funding Unit Overhead expenses to subjects and levels of course sections offered by the funding unit (department) l Allocated by SCH & CCH s Step 3: Allocate student services, academic support, institutional support, libraries and POM to all subjects and levels of course sections offered by the campus l Allocated by SCH and NASF for POM

OHIO BOARD OF REGENTS, 11 Resource Analysis Cost Allocation: Files that contribute to each step Step 1 s Faculty and Instructional Non-faculty Funding (FF) File: Salary s Course Enrollment (CN) File: Credit Hours s Student Enrollment (SN) File: Rank s Course Sections Taught (ST) File: Section Type s Course Inventory (CI) File: Subject and Course Level s Funding Unit Expenditure (FX) File: Funding Unit Step 2 s Funding Unit Inventory (FI) File s College Expenditure (CP) File Step 3 s Campus Expenditure (CX) File s Area Inventory (AI) File (used to calculate Net Area Square Footage (NASF)) Step 1 s Faculty and Instructional Non-faculty Funding (FF) File: Salary s Course Enrollment (CN) File: Credit Hours s Student Enrollment (SN) File: Rank s Course Sections Taught (ST) File: Section Type s Course Inventory (CI) File: Subject and Course Level s Funding Unit Expenditure (FX) File: Funding Unit Step 2 s Funding Unit Inventory (FI) File s College Expenditure (CP) File Step 3 s Campus Expenditure (CX) File s Area Inventory (AI) File (used to calculate Net Area Square Footage (NASF))

OHIO BOARD OF REGENTS, 12 State Share of Instruction Processing s Step 1: Gather all course enrollments, cross registrations, and medical enrollments into a single table s Step 2: Exclude course enrollments that have no impact on subsidy s Step 3: Adjust the subsidy level of course enrollments that may have been classified for subsidy inappropriately. s Step 4: Map course enrollments to subsidy model based on their subject code and course level. s Step 1: Gather all course enrollments, cross registrations, and medical enrollments into a single table s Step 2: Exclude course enrollments that have no impact on subsidy s Step 3: Adjust the subsidy level of course enrollments that may have been classified for subsidy inappropriately. s Step 4: Map course enrollments to subsidy model based on their subject code and course level.

OHIO BOARD OF REGENTS, 13 State Share of Instruction Processing s Step 5: Adjust the subsidy model for approved exceptions s Step 6: Classify student enrollments as eligible or ineligible for subsidy. s Step 7: The processing in this step has been distributed to other steps. s Step 8: Summarize course enrollments by campus and subsidy model for both eligible and ineligible SCH. s Step 5: Adjust the subsidy model for approved exceptions s Step 6: Classify student enrollments as eligible or ineligible for subsidy. s Step 7: The processing in this step has been distributed to other steps. s Step 8: Summarize course enrollments by campus and subsidy model for both eligible and ineligible SCH.

OHIO BOARD OF REGENTS, 14 State Share of Instruction Processing s Step 9: Apply the Law Caps. s Step 10: Apply the Doctoral Caps. This process will not be implemented. s Step 11: Apply the Baccalaureate Limit rule. s Step 12: Apply medical 5 percent repeater rule. This process is not yet implemented. s Step 13: Apply medical class cohort excess rule. This process is not yet implemented. s Step 14: Apply medical buffering rule. s Step 9: Apply the Law Caps. s Step 10: Apply the Doctoral Caps. This process will not be implemented. s Step 11: Apply the Baccalaureate Limit rule. s Step 12: Apply medical 5 percent repeater rule. This process is not yet implemented. s Step 13: Apply medical class cohort excess rule. This process is not yet implemented. s Step 14: Apply medical buffering rule.

OHIO BOARD OF REGENTS, 15 Baccalaureate Limit 20% Resident Credit Center

OHIO BOARD OF REGENTS, 16 State Share of Instruction Processing s Step 15: Enter Journal Entry transactions. s Step 16: This processing has been combined with Step 18. s Step 17: Submit to institutions for further review. s Step 18: Summarize the Subsidy FTE for all terms of the fiscal year calculated so far. Instructional Subsidy s Final Step: Fund based on the higher of the two- or five-year moving average s Step 15: Enter Journal Entry transactions. s Step 16: This processing has been combined with Step 18. s Step 17: Submit to institutions for further review. s Step 18: Summarize the Subsidy FTE for all terms of the fiscal year calculated so far. Instructional Subsidy s Final Step: Fund based on the higher of the two- or five-year moving average

OHIO BOARD OF REGENTS, 17 Two- or five-year Moving Average

OHIO BOARD OF REGENTS, 18 Two- or five-year Moving Average

OHIO BOARD OF REGENTS, 19 Websites s s s s

Understanding State Share of Instruction and Resource Analysis Jay Johnson Assistant Director, Higher Education Information (HEI) (614) Jay Johnson Assistant Director, Higher Education Information (HEI) (614) OHIO BOARD OF REGENTS HEI Users Conference March 23, 2001