1. ABS Load & Financial Contribution Model
Tom Connelly

2. ABS Load Model - Introduction
What are we measuring? How do we collect the data? How do we process the data? What output is produced? Circulation of output Comment

3. Executive Development
What are we measuring?
Teaching
Supervision
Administration
Research
Executive Development

4. How do we collect the data?
1. Teaching, Supervision and Administrative roles
Lecturers
Programmes
2. Research
Research database
3. Executive Development Activity

5. How do we process the data?
Data entered into load model database
Information processed to produce five files:
-hours and ftes per person
-hours and ftes per programme
-hours and ftes per module
-administrative roles
-executive education hours per course
3 data and model reviewed by load model group (chaired by Tom Connelly)

6. Load Model

7. What output is produced? (1)
1 For Each of the 6 Subject Groups: * teaching/supervision hours and ftes undergraduate/postgraduate/research degrees programme (part-time/sessional/full-time staff) 2 by Academic Year: * teaching/supervision load * by group and overall averages of hours and ftes per member of staff

8. What output is produced? (2)
3 ranking: * teaching and supervision (quintiles) * administrative roles (quartiles) * research (sextiles) * Overall (total of all 3 elements maximum 15 points) 4 Executive Education data 5 degree programme/module data * ftes/hours per module * ftes/hours per programme

9. Circulation of output
Group Heads receive their own data and that of all members of their group, and the school averages Management Team receive all the data Programmes get module and programme data

10. Comments
The Load Model is well established model, well embedded so we don’t make dramatic changes – incremental changes to reinforce ABS priorities
having a load model:
we can account for use of resources – academic staff
we can plan ahead to see where shortages lie. We have the data to make case for additional resources in ABS/University
enables accountability, transparency, openess – all staff are in model
provides management information for groups and programmes and school’s management team
we can use as the basis for allocating resources to academic groups via the contribution model

11. ABS Financial Contribution Model
what is it?
how does it operate?
what are the outcomes?

12. What is it?
ABS contrbution model, used annually to calculate budgets for Groups.
run in Easter each year so groups know their minimum budgets for the coming financial year – starts in august.
If the School as a whole exceeds its income targets then budgets will be increased in December when students ftes are finalised

13. How does it operate?
All income to ABS is projected for the year ahead.
transparent mapping of all income for programmes based on projected ftes/levels of business:
UG – Fees
PG – fees
RDP – fees and any HEFCE funding
Executive Education – fees from delegates and consultancy
Research –HEFCE R money based on REF (RAE)scores (not grants and contracts)

14. Programme perspective
from their income programmes pay out:
their own programme costs (staff salaries, supplies, bursaries, IT)
A contribution to the university (for our share of university overheads)
A contribution to ABS to run the school’s central operations
% of income – to run Executive Dean’s office and related operations
% of income for central School costs – e.g. subscriptions, PRP
payments to subject groups for teaching, research and administrative roles

15. Subject Group perspective
Income:
each group receives income from the programmes for its teaching, research and the administrative roles performed. One year’s load model data is used to project the following year’s load for each group, and it is on these projections that payments are made
For each FTE
For admin roles – points allocated per role
For all REF(RAE) active staff in a group

16. Expenditure from their income, groups pay for:
Staff salaries, Supplies& IT costs
After these costs have been met, what is left is a discretionary budget which can be spent on:
additional staff – academic/support/research
sessional staff
additional supplies
additional IT

17. Outcomes of contribution model?
clarity of rewards for each activity at individual, group, programme and school level
transparent picture of income and expenditure for each group and programme
Groups have information on the funds available for staff appointments, so action can be taken to recruit staff
devolved responsibility to groups for their load, income, budgets, appointments
no money kept at centre except for the costs of its own operation

18. Any Questions?
Thank you and we hope you enjoy your time at Aston Any questions? If you want to contact me: Tom Connelly Director of Information and Academic Discipline