State Share of Instruction

State Share of Instruction Universities FY 2014 May 2013

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 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 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 Type • Success 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

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

Selection of Degree for SSI • DC Records by Level (Step 1) • SSI Degree Sets by Level (Step 2) • Shows degrees & students by degree level • Excluded 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 level • SSI Degree Sets Summary (Step 7) • Total Number & At-risk by Level & Subject

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 This is in the subject level tab of the spreadsheet

Calculate SSI for Completed FTE for a model This is in the subject level tab of the spreadsheet

Calculate SSI for Completed FTE for the school 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 Weight: • Percentage of Completed FTE associated with at-risk students • By model – statewide (UM & UB only) • At-Risk Rate: • Percentage of Completed FTE associated with at-risk students • By campus & model • At-Risk Index: • Campus specific • Measure of how at-risk the campus’s population is 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 Rate This is in the subject level tab of the spreadsheet

At-Risk Weight This is in the subject level tab of the spreadsheet

At-Risk Index This is in the subject level tab of the spreadsheet

At-Risk Add-on 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 This is in the sl degrees tab of the spreadsheet

At-Risk for Degrees • Campus Index for Degrees: • Campus specific • Measure of magnitude of campus’s at-risk populations • Range from 1.06 to 2.17 • 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 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 This is in the SL Degrees tab of the spreadsheet

Doc Set-Aside • Specific percentage of overall allocation • 3 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

Questions? Contact Penelope Parmer pparmer@regents.state.oh.us

State Share of Instruction