Texas Higher Education "Formula Funding 101"

Texas Higher Education "Formula Funding 101"

Formula Funding Katherine Bontrager Associate Vice President, Planning & Institutional Research Jaclyn Mahlmann Director, Budget Office 1 Methods of Allocating State Resources Funds flow to institutions of higher education in a number of ways: Direct Appropriations- Formula funds and other direct appropriations based on identified needs Special Items Indirect Appropriations- Not made directly to the institution in its portion of the appropriations bill Funds used to cover costs related to health insurance, retirement, and social security Higher Education Fund Higher Education Performance Incentive Funds Dramatic Nursing Shortage 2 Key Terms In Formula Funding Semester Credit Hour (SCH): The credit awarded to students for classes on the basis of seat time in class and out-ofclass student work. Weighted Semester Credit Hour (WSCH): Component of Formula Funding where a weight is applied to each SCH based upon the course offering and student enrolled. Supplements: Are additional funding given based upon a given criteria. Base Period: The 12 month period used to measure the SCH to be included in the appropriations formulas. It is the summer and fall of even numbered years and the spring of odd numbered years. 3 Formula Funding

Two funding formulas and two supplements: Infrastructure Formula Instruction and Operations Formula Teaching Experience Supplement additional weight of 10% to undergraduate SCHs taught by tenured and tenure track faculty Small Institution Supplement 4 Infrastructure Support Funded on a space-need projection model developed by the Coordinating Board Not on the space you actually have The model has various dimensions: Teaching Space Library Space Research Space Office Space Support Space Utilities 5 Instruction and Operations Formula Funded on student enrollment Two basic concepts: Base Period Weighted Semester Credit Hours (WSCH) 6 The Base Period This base period provides the most recent year of SCH data available when the Legislature meets in the spring of odd numbered years. Base period SCH determines formula appropriations for the next two fiscal years.

7 What are weighted semester credit hours? We are funded by the number of SCH we teach in the base period, but not all SCH are funded at the same dollar value. SCH X Program/Level Weight X Rate ($55.82) Conceptually, the formula weighting is supposed to reflect the differences in cost related to teaching courses at different levels and in different academic fields. Graduate courses, for example, are expected to be taught in smaller class sections than undergraduate classes so graduate SCH are weighted heavier than undergraduate SCH. 8 What are weighted semester credit hours?, cont. Courses in different fields are also weighted relative to each other. For example, a credit hour in a lower division History course earns less formula funding than that of a lower division course in Art or Engineering. These weightings are displayed in a chart called the Formula Matrix. 9 THECB Weighting Formula Matrix 2018/2019 Discipline Lower Div. Upper Div. Masters Doctoral Liberal Arts 1.00 1.73 4.01

Science 1.64 2.81 7.04 20.70 Fine Arts 1.46 2.51 6.07 7.48 Teacher Education 1.53 2.07 2.39 6.91 Agriculture 2.08 2.58 6.54 11.80 Engineering 2.15 3.22 5.50 17.15 Home Economics

1.11 1.76 2.79 9.09 Special Prof. 10.90 Law 4.77 Social Services 1.57 1.89 2.47 19.33 Library Science 1.44 1.54 3.35 14.64 Vocational Training 1.16 2.74 Physical Training 1.46 1.26 Health Services 1.02

1.55 2.54 10.19 2.50 Pharmacy 2.46 4.73 28.55 32.17 4.23 Business Administration 1.16 1.83 3.26 24.70 Optometry 7.65 Teacher Ed-Practice Teaching 1.91 2.18 Technology 2.08 2.32 3.42 14.79 Nursing

1.49 2.04 3.00 9.57 Developmental Ed 1.00 Veterinary Science 23.30 10 Weighted Semester Credit Hours Weighted semester credit hours are SCH taught multiplied by the weighting matrix For example: A 3-hour lower division history course with 20 students enrolled would generate 60 WSCH (20 students x 3 SCH x 1.00 weight). A 3-hour masters level business course with 20 students enrolled would generate 196 WSCH (20 students x 3 SCH x 3.26 weight). A 3-hour doctoral education course with 20 students enrolled would generate 415 WSCH (20 students x 3 SCH x 6.91 weight). SCH X Program/Level Weight X Rate ($55.82) 11 Getting from WSCH to Instruction & Operations income Each biennium, The Appropriations Act specifies the dollar value of each WSCH. For FY 2018 FY2019, the value is $55.82 per WSCH . So, looking at our examples again: The lower division History course earned $3,349 (60 WSCH x $55.82). The Masters Business course earned $10,941 (196 WSCH x $55.82). The Doctoral Education course earned $23,165 (415 WSCH x $55.82).

12 Teaching Experience Supplement An add-on to the Instruction and Operations formula. It provides an extra 10% formula income bonus for undergraduate SCH that are taught by tenured and tenure track faculty and is increasing by 10% each year for the next several biennium. The intent is to reward institutions for NOT using TAs and Adjuncts to teach undergraduates 13 UNDERGRADUATE WSCH TAUGHT BY TENURE/ TENURE-TRACK FACULTY Base Year Su16, Fa16, Sp 17 College Total Undergrad WSCH Business 45,288 26,074 58% 2,607 $ 145,548 Education and Human Development 10,835 4,034 37% 403 $ 22,518 163,774 60,254

37% 6,025 $ 336,345 40,137 2,945 7% 295 $ 16,439 Science and Engineering 103,545 36,342 35% 3,634 $ 202,865 TAMUCC 363,579 129,649 36% 12,965 $ 718,126 Liberal Arts Nursing and Health Sciences Undergrad WSCH Taught by T/TT % Taught by T/TT 10% Teaching Faculty Supplement WSCH $ Amount

14 PLEASE NOTE The weight corresponds to the lesser of the type of student taking the course or the course level. A freshman or sophomore (lower division student) takes a 300 or 400 level (upper division) course. The SCH are considered lower division and are assigned the lower weight. A junior, senior or graduate student takes a 100 or 200 level course. The SCH are considered lower division and are assigned the lower rate. 15 UNDERGRADUATE ENROLLMENT BY STUDENT LEVEL AND COURSE LEVEL Student Level Lower Level Student Upper Level Student Course College Course Level Business Lower 2524 73% 941 27% Upper 653 10% 5713 90% Lower

678 68% 319 32% Upper 187 10% 1720 90% Lower 21140 82% 4794 18% Upper 1661 18% 7778 82% Lower NA 0% 459 5% Upper NA

0% 7900 95% Lower 22018 68% 10191 32% Upper 1304 12% 9184 88% Lower 51085 92% 16352 34% Upper 4264 8% 32295 66% Education and Human Development Liberal Arts Nursing and Health Sciences Science and Engineering TAMUCC

Percent Percent 16 Master and Doctoral Course Enrollment by College Student Level Course Level Master Level Student Education and Human Development Nursing and Health Sciences Master Level Percent Doctoral Level Student Percent 2295 99% 19 1% 6 1% 661 99% 2073 99% 10 1%

0 0% 50 100% Master Level 1033 94% 63 6% Doctoral Level 249 43% 331 57% Doctoral Level Master Level Doctoral Level Science and Engineering 17 Business Weights BA LD UD MA PhD Dollar Amt 1.16

1.83 3.26 24.70 $55.82 Example of Upper Division Students Taking Lower Division Courses LD UD MA PhD Total WSCH WSCH * 55.82 ACCT 2XXX SCH 1677 816 0 0 Current WSCH 1945 947 0 0 2892 $161,128 If UD WSCH 1945 1493 0

0 3438 $191,946 FINA 1307 SCH 357 333 0 0 Current WSCH 414 386 0 0 800 $44,679 If UD WSCH 414 609 0 0 1023 $57,133 Total difference from these 2 courses Difference $30,518

$12,454 $42,972 18 Education & Human Development Weights LD UD MA PhD Dollar Amt SCIENCE (02) 1.64 2.81 7.04 20.70 $55.82 HLTH SC (14) 1.02 1.55 2.54 10.19 Example of Upper Division Students taking Lower Division Courses LD UD MA PhD KINE XXXX SCH 975

690 0 0 Current WSCH 1405 894 0 1405 1455 0 If upper division WSCH Total difference from these courses Total WSCH WSCH * 55.82 0 2299 $128,330 0 2860 $159,645 Difference $31,315 $31,315 19 Liberal Arts Weights

LD UD MA PhD Dollar Amt L ARTS 1.00 1.86 4.07 10.89 $55.82 Example of Upper Division Students Taking Lower Division Courses LD UD MA PhD Total WSCH WSCH * 55.72 ENGL 23XX SCH 1971 585 0 0 Current WSCH 1971 585

0 0 2556 $142,676 If UD WSCH 1971 1012 0 0 2983 $166,514 PHIL 1301 SCH 1761 516 0 0 Current WSCH 1761 516 0 0 2277 $127,102 If UD WSCH 1761 893

0 0 2654 $148,218 Total difference from these courses Difference $23,838 $21,026 $44,864 20 Nursing and Health Sciences Weights LD UD MA PhD Dollar Amt NURSING `(20) 1.19 2.04 3.00 9.57 $55.82 Example of Lower Division Students taking Upper Division Courses Total WSCH WSCH * 55.82

LD UD MA PhD NURS 3342 SCH 390 1335 0 0 Current WSCH 460 2723 0 0 3184 $177,709 If UD Students 0 3519 0 0 3519 $196,431 Total difference from this one course Difference

$18,722 $18,722 21 Science And Engineering Weights LD UD MA PhD Dollar Amt SCIENCE 1.64 2.81 7.04 20.70 $55.82 L ARTS 1.00 1.73 4.01 10.90 Example of Upper Division Students taking Lower Division Courses LD UD MA PhD Total WSCH

WSCH * 55.72 MATH 1422 SCH 4479 1752 0 0 Current WSCH 4479 1752 0 0 6231 $347,814 If UD WSCH 4479 7510 0 0 7510 $419,206 PHYS 14XX SCH 492 1848 0 0 Current WSCH

807 3031 0 0 3838 $214,215 If UD WSCH 807 5193 0 0 6000 $334,907 Total difference from these courses Difference $71,392 $120,692 $192,084 22 PLEASE NOTE, cont. Some students are excluded: Students taking a course for a 3rd time Students who have exceeded the hours on their degree program Non-Resident students in an online program Student added to a course after census date Population of Non-Resident students if their percentage exceeds 10% of the total population 23 TOTAL UNDERGRAD SCH and WSCH THAT ARE CALCULATED AS "IN EXCESS" (last base year) AS

DEFINED BY THE STATE OF TEXAS Total NotFunded SCH (UG Exceeds) Total Not$ Lost due to Funded WSCH Unfunded Excess (UG UG SCH Exceeds) Business Education and Human Development 2613 2959 $ 165,176 12315 14990 $ 836,746 7017 12137 $ 677,507 1484 9075 2085 $ 8947 $ 116,367 499,396 32504 41118 $ 2,295,192 Liberal Arts Nursing and Health Sciences

Science and Engineering TAMUCC 24 PLEASE NOTE, cont. Course weights are not assigned based upon the college providing the course Have Tenure/Tenure-Tack faculty teach high enrolled/high weight courses 25 Reviewing the Formula Decisions made in your college or department effect which portion of the formula? SCH X Program/Level Weight X Rate ($55.82) Right courses for the right level Course Rotations Retention 26 QUESTIONS

Recently Viewed Presentations

  • DISUSUN OLEH : ALVENIA MEILINA E ARI HERIA

    DISUSUN OLEH : ALVENIA MEILINA E ARI HERIA

    DISUSUN OLEH : ALVENIA MEILINA E (04) ARI HERIA P (06) ARUM ADILA N (08) DITA RULIANA S (12) ISKE LUCIA G (18) PUTRI WULAN J (27) Kerajaan Majapahit adalah kerajaan Hindu terakhir di Semenanjung Malaya dan dianggap sebagai salah...
  • 7 Habits of Happy Kids - Warren County Public Schools

    7 Habits of Happy Kids - Warren County Public Schools

    Habit 2: Begin with the End in Mind Habit 3:Put First Things First Habit 4:Think WIN-WIN Habit 5: Seek First to Understand then… be Understood Habit 6: Synergize Habit 7: Sharpen the Saw 7 Habits of Happy Kids Become a...
  • Light Scattering & Fluorescence - Union College

    Light Scattering & Fluorescence - Union College

    Fluorescence Absorption of light occurs within ~10-15 seconds, leaving a molecule in an excited state What happens next? If no photon is re-emitted, the molecule probably loses the energy via a collision with solvent molecules
  • TFOPA WG1 Cybersecurity SUPPLEMENTAL REPORT FCC Task Force

    TFOPA WG1 Cybersecurity SUPPLEMENTAL REPORT FCC Task Force

    The ReportCost models. WG1 utilized information from these presentations, as well as additional presentations from DHS OEC, to generate an expanded conceptual model for deployment options. WG1 was also able to use some of the cost estimates to derive a...
  • World War I - Our Lady of Mercy Academy

    World War I - Our Lady of Mercy Academy

    Stalin Facts (On Future Exam) Command Economy. Five Year Plans. The Great Purges. Stalin purged society of those who he deemed a threat. Holodomor. Stalin's forced famine and genocide in the Ukraine. NKVD. Secret Police. World War II
  • Waves, Photons & the EM Spectrum - Courses Server

    Waves, Photons & the EM Spectrum - Courses Server

    Waves, Photons & the EM Spectrum Waves Electromagnetic Waves Oscillating magnetic and electric fields Sources: accelerated charge (e.g., vibrating electrons) Travel through empty space (no medium) Travel at speed of light (c) in vacuum: c = 300,000 km/sec = 186,500...
  • Maintenance DA 5988-E - AskTOP.net

    Maintenance DA 5988-E - AskTOP.net

    When the ULLS-G clerk updates DA Form 5988-E, the system will print another DA Form 5988-E continuation sheet if requested. The advantage of this form over the DA Form 2404 is that the driver does not have to prepare the...
  • C-Factor Testing - Cromer Industries

    C-Factor Testing - Cromer Industries

    C-Factor Testing C-Factor Test Procedures Long piece of pipe Dead ended so flow is in one direction Known, Constant diameter Minimum of valves, bends, tees, etc Hazen-Williams Formula Pressure vs Elevation Pressure Losses vs Distance "Minor Losses" Hydrant flow picture-0...