Transcript State Share of Instruction

State Share of Instruction
COMMUNITY COLLEGES
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:




Enrollments
Course Completions
Success Points
Stop-Loss
 Major Players:









End of Term processes
Success Points process
CN File
SN File
CI File
DC File
FF File
FX File
CX File
Community College Funding Model
2013
2014
Enrollments
(90%)
Enrollments
(50%)
Success Points
(10%)
Success Points
(25%)
Course
Completions
(0%)
Course
Completions
(25%)
96% Stop-Loss
97% Stop-Loss
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
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 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
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
Community College Success Points
Success Points are Earned for Students Who:
1.
2.
3.
4.
5.
6.
7.
Earn 15 college-level credits at this institution
Earn 30 college-level credits at this institution
Earn an Associate Degree at this institution
Complete first Developmental (DEV) Course*
Complete DEV math & enroll in college-level math*
Complete DEV English & enroll in college-level English*
Enroll at a USO University after earning 15 credits at your
college
*Institution only gets 2/3 of a point for this
Student Success Initiative Report
 Total Enrollments (Step 1)
 Points Earned from College and Developmental
Credits (Step 2)

Type 1, Type 2, & Type 4 Points
 Points Earned from Associate Degrees (Step 3)
 Degrees awarded, Students, & Type 3 Points
 Points Earned from Developmental Level Courses
(Step 4)


Type 5 (English) Points
Type 6 (Math) Points
 Points Earned by USO University Students (Steps 5-6)
 Type 7 Points
 Totals
 Summary Table, all points, and students
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 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
To calculate Reimbursement Cost for FTE
N6 * VLOOKUP($F6, 'Model Cost'!$A$2:$I$27,
3 Year
Average FTE
What to
search for
(e.g. Model
BES 2)
Array or table to
search in the other
worksheet
8,
Column with the
desired values
(Model Costs in
column H here)
FALSE)
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
To calculate SSI for FTE for a model
$X$5763
*(
Total allocation
for that component
T6
Reimbursement cost at
the given school in the
given model (see
previous slide)
/
$T$5762
)
Total sector
reimbursement cost for
that component
This (t6/t5762) gives the share of reimbursement
cost attributable to a given model at a given school
This ensures that the total amount allocated to that
component (e.g. eligible or completed FTE) is distributed
equitably based on the college’s share of the total sector
reimbursement cost for that component
This is in the subject level tab of the spreadsheet
To calculate SSI for FTE for the school
SUM( IF ('subject level'!$C$6:$C$5760=$A9,
‘ subject level'!$W$6:$W$5760))
If the
Condition: The cell in
condition is column C for the given row
true then in the subject level tab must
Sum
match cell A9 in this tab
Values to be summed (Values in
column W will be included if and only
if column C in that row matches cell
A9 in the CC summary tab)
This sums by school all of the SSI calculated by school and
model in the previous formula
This is in the CC summary tab of the spreadsheet
To calculate SSI for Success Points
$E$7* VLOOKUP(A9, 'success points'!$L$30:$U$53, 10,
FALSE)
Total sector
allocation for
Success Points
What to
search for
(e.g. CYCC)
Array or table to
search in the other
worksheet
Column with the
desired values
(school’s share
of success points
in col U)
Look for
exact
matches
only
This ensures that the total amount allocated to Success Points is
distributed equitably based on the college’s share of the total
success points in the sector.
This is in the CC summary tab of the spreadsheet
Stop Loss
Calculates amount below stop-loss for each
institution
2. Calculates each institution's contribution
1.
•
•
Based on their allocation in iterations 1 &2
Based on their amount over stop loss in iteration 3
3. Net is original allocation + or – any changes due to
stop loss
4. Goes through up to 3 iterations
•
•
3rd iteration uses amount above stop-loss as pool
Ensures all institutions will be at or above stop-loss at end
Amount Below Stop Loss
IF
(1+I9
IF 1 plus
the percent
difference
between
this year’s
SSI and last
year’s SSI
<$J$4,
$H9*
$J$4
-F9,
By the
Subtract this
stop loss
year’s SSI to
Is less than
percentage
get the
the stop
Multiply (e.g. see
difference b/t
loss
last
what 97%
this year’s
percentage
year’s of last year SSI & 97% of
(e.g. 97%)
SSI
was) and last year’s SSI
0
)
ELSE (i.e. if 1
plus the percent
difference
between this
year’s SSI and
last year’s SSI is
NOT less than
the stop loss
percentage) put
zero
This creates a column with a negative number if the institution is
below the stop loss and zero if not.
This is in the CC summary tab of the spreadsheet
Stop-Loss Redistribution
J$42
*
Total of all
amounts below
stop-loss (see
previous slide)
for the sector
(K9
/
Resources :
zero if below stop-loss, SSI
earnings amount if above
K$42)
Total Resources available:
Sector total
This (k6/k42) gives the share of resources available from a given
school to be used for the stop-loss
This part of the formula RE-distributes SSI within the sector.
This is the formula used for iterations 1 and 2.
This is in the CC summary tab of the spreadsheet
Resources for Stop-Loss Iteration 3
IF
(T9+O9+J9=0,
IF amount below stoploss after each
step/iteration = zero
R9
-
H9*$J$4 ,
Previous year earnings
* stop loss percent (e.g.
Net amount from 97% of FY13 earnings)
stop-loss
– this is the amount the
iteration 2 LESS school cannot go under
0)
If below
stop-loss
at any
step, then
= zero
This (R9 – H9*$J$4) gives the amount
over the stop loss
By basing resources available from each school on the amount
above the stop-loss, it ensures that no school will be under the
stop-loss at the end of iteration 3.
This is in the CC summary tab of the spreadsheet
Stop-Loss Redistribution
T$42
*
Total of all
amounts below
stop-loss
(U9
/
Resources :
zero if below stop-loss or
amount above stop-loss if
above
U$42)
Total Resources available:
Sector total
U9 = zero if the institution was not below the stop loss at any step; and = the
amount above the stop loss if above (used total allocation in iterations 1 & 2)
This part of the formula RE-distributes SSI within the sector but
only draws from amounts that are above the stop loss to ensure
no school is under the stop-loss percentage. This is the formula
used for iteration 3, the final iteration.
This is in the CC summary tab of the spreadsheet