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

Oklahoma State Regents
for Higher Education
Improving Our Future by Degrees
The Funding Picture: 2009
Dr. Linda Mason
State Funds +
• State federal grant $ obtained increased:
TOTAL INCREASE 31%
PUI INCREASE 13%
Oklahoma Research $ - 2009
$500,000,000 for 2008
• PUIs – 12% Fed $
• PUIs – 73% students
State Allocation Funds
• OSRHE $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 Salaries -
• Few raises
Many state workers and teachers will not be
getting raises this year because of the economic
downfall.
State Grant Funds +
State R&D $ increased
• OCAST - from $10,000,000 and requested $43,000,000 this year
($23,000,000 & -1.9% while others got -7 to 9%)
• Oklahoma Nanotechnology 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 agencies
• EPSCoR $ to Universities and state initiatives
• INBRE Grant – 6 universities, 2 community colleges
• College Access Grant - $915,418
State Federal Grant $ +
In 2008 Oklahoma ranked 33rd
in total federal $ obtained for
research and development
Source: Science and Engineering State Profiles: 2005-07. NSF 08-314 | August 2008.
http://www.nsf.gov/statistics/nsf08314/
State Federal Grant $ +
Performer
_________________________________________________________________________________
Agency
Total
Federal
Univ &
Other
State, local Rank
intramural colleges
nonprofits
government
___________________________________________________________________________________
All agencies
253,602
68,857
31,056
1,768
40
Agriculture
22,897
12,625
10,196
0
76
34
Commerce
11,211
6,292
4,349
0
0
17
Defense
58,382
20,268
3,804
244
0
39
Energy
9,928
2,256
4,472
1,550
0
34
Health, Human Services
88,396
2,552
54,275
28,060
1,388
36
Homeland Security
2,006
1,082
0
772
0
27
Interior
1,890
1,562
328
0
0
43
Transportation
10,254
8,887
160
0
0
9
EPA
15,136
13,764
1,068
0
304
9
NASA
16,871
15,046
1,825
0
28
NSF
16,631
14,601
430
0
39
Rank
40
34
39
25
34
–
Source: Science and Engineering State Profiles: 2005-07. NSF
08-314 | August 2008. http://www.nsf.gov/statistics/nsf08314/
Oklahoma Performance in
Obtaining Federal Grant Funds +
Big 12 Higher Ed Research Rankings
Big 12 States
Texas
Missouri
Colorado
Oklahoma
Kansas
Nebraska
Fed R&D $
2
20
25
33
32
36
S&E Doctorates
3
23
16
33
34
38
Source: Science and Engineering State Profiles: 2005-07. NSF 08-314 |
August 2008. http://www.nsf.gov/statistics/nsf08314/
Oklahoma Federal Grant Funds +
Total US university research and
development
1997 - $24,380,000,000
2002 - $36,405,000,000
2007 – $49, 431,000,000
Source: NSF, Academic Research and Development Expenditures: Fiscal
Year 2007, March 2009. http://www.nsf.gov/statistics/nsf09303/
Oklahoma Federal Grant Funds +
Total non-science US university
research and development
2005 - $1,748,738
2007 – $2,030,000
Source: NSF, Academic Research and Development Expenditures:
Fiscal Year 2007, March 2009. http://www.nsf.gov/statistics/nsf09303/
State Grant Funds +
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 - $5,000,000,000
98 - $2,500,000,000
88 - $1,500,000,000
Source: NSF, 2008
Federal 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 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 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)
Source: NSF, 2008
Federal ARRA Grant Funds +
American Recovery and Reinvestment Act of 2009
ARRA
Stimulus
$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.
http://www.ok.gov/recovery/
Federal ARRA Grant Funds +
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
Source: Oklahoma Recovery and Reinvenstment Website.
http://www.ok.gov/recovery/
Federal ARRA Grant Funds +
Auditing and tracking are rigorous and
public. Oklahoma higher education stimulus
grant proposals and actions are on the
OSHRE website,
http://www.okhighered.org/recovery/
Philanthropist Funds +
• In 2008, 38% of foundations reported an
increase in giving, as opposed to 52% in
2007.
• Grant 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 giving
Source: Foundation Growth and Giving Estimates, http://foundationcenter.org
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, 2-2009
HIGH NEED
In 2008, there was a continued increase in demand for organizations’
services.
__________________________________________________________________
Guide Star Survey on Demand for Non-Profit Charities in 1ST 9 Months
Increased
_________________________________________________________________________________________________________________________
October 2008
October 2007
October 2006
October 2005
October 2004
64%
67%
72%
70%
71%
_____________________________________________________________________________________________________
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.
REDUCTIONS
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.
Target: 8 states and 15 institutions, particularly
community colleges. Reduced the initiative from
$3 billion to $68 million over five years
RECESSION PATTERNS
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.
OKLAHOMA GRANTSMANSHIP
Put your grant in context.
OKLAHOMA GRANTSMANSHIP
Oklahoma higher education
has an emerging grantsmanship
culture.
OKLAHOMA GRANTSMANSHIP
• Oklahoma’s Federal R&D funding capture
rate is low: 33rd of 51 (in the bottom 25%)
employed S&E doctorates 33rd with 4,420
SOURCE – NSF, 2008
• Oklahoma ranks 37th in federal income tax payment.
SOURCE – Chronicle of Higher Education 2006
• Oklahoma ranks 50th 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 49th in the nation!
SOURCE – NSF 2003
OKLAHOMA GRANTSMANSHIP
• We have a  growing grants culture



 State Awareness = Grant Conferences
2004 = 3
2008 = 12
National rank 49th to 33rd
6 more sponsored programs offices among
PUI’s
9.0 added FTE
OKLAHOMA GRANTSMANSHIP
We have a growing grants culture
• More UG Research Fairs
• CUR Institute on Undergraduate Research in Fall 2008 –
9 institutions participated
• 1st Regional NSF Conference
• 1st Statewide NEH Conference
• 5 Summer Grant Writing Institutes – OSRHE/EPSCoR
2009, 2008, 2007, 2006, 2005
• More partnerships with institutions from multiple sources
Oklahoma+
- 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
SUMMARY
• Despite the weak economy, grants are
increasing in all sectors
• Grant competition is increasing
• New initiatives will be presented by the new
presidential administration
• Oklahoma, a low producer in grantsmanship,
is improving steadily
OSRHE
New website resource page:
UNDERGRADUATE RESEARC
http://www.okhighered.org/grant-opps/ug-studentresearch.shtml
• Grant opportunities
• Oklahoma college and university undergraduate
research programs
• Contact persons
• List of summer undergraduate research
opportunities for students
OSRHE
New website resource page:
HIGHER EDUCATION OPPORTUNITY ACT
OF 2008
http://www.okhighered.org/leg-info/heoa-resources.shtml
• Summaries of different parts, i.e. disclosure
requirements, new loan policies and programs,
new initiatives
• Grant opportunities as they emerge
• Contact links
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%
• For every $1 invested in higher education,
Oklahoma receives $5+ back
• We ARE improving our grantsmanship
What does it mean?
We are improving quality instead of simply
focusing on access.
Results:
• Better degrees
• Stronger economy
• Graduates to fill jobs
• Higher per capita income in our state
• Leaders for the 21st century
YOU are finding funds that
• Open doors
• Build careers
• Changes lives
Contact:
Dr. Linda Mason
405-225-9486
[email protected]
http://www.okhighered.org/grant-opps/
IP: 164.58.250.178
GRANT WRITING AND EXTERNAL
FUNDING TECHNICAL ASSISTANCE
2009