A Need-Based Funding Model for Universities
An Overview of the Components and Methodologies Used to Determine Institutional Funding Needs
Need-Based Funding Model
Desirable Attributes of the Model:
· Ensures adequate funding
· Simple to understand
· Provides equitable funding
· Stabilize funding
· Responsive to changes within institutions
· Sensitive to colleges’ different missions
· Based on reliable, uniform, and replicable data
· Based on the state goals for postsecondary
· Provides incentives for effectiveness and efficiency
· Makes provisions for funding special-purpose units
Need-Based Funding Model
Merits of the Model:
Institutional Need is determined using cost data collected and compiled by the University of Delaware on 175 institutions over a 10-year period and average SREB Faculty Salaries.
Equity is achieved when every institution receives the same funding for the same discipline and level of Student Semester Credit Hour (SSCH) produced by the institution.
Model simplicity is achieved by reducing the SSCH to four Cost Categories (determined by Delaware Data) and three levels of instruction (undergraduate, graduate, and doctoral).
Model provides for unique institutional missions by special funding methodologies.
Need-Based Funding Model
The Model
Expenditure Functions:
The model determines funding needs in six (6) SSCH/FTE-based expenditure functions, one (1) facilities square footage based function, two (2) special mission functions and a diseconomy of scale.
SSCH/FTE-Based Functions:
Teaching Salaries Other Instructional Costs
Library Cost General Institutional Support
Research Public Service
Square Footage-Based: Facilities Maintenance and Operations
Special Missions: Traditional Minority Mission - Land Grant Mission
Diseconomy of Scale:
Institutional Support & Other Instructional Costs for less than 3500 FTE
Teaching Salaries
Need-Based Funding Model
Methodologies:
Sum each institution’s SSCH by CIP-code into 4 discipline
cost-categories by 3 levels, undergraduate, graduate (all
non-doctoral level graduate enrollment), and doctoral
levels.
Result = 12-cell matrix SSCH enrollment
Teaching Salaries
Need-Based Funding Model
Four Disciplines Cost Categories:
1. (Least Expensive) - English, General Studies, Mathematics, Interdisciplinary Studies, Health-Related Knowledge, Interpersonal Skills, Leisure & Recreational Activities, Personal Awareness, Philosophy, Psychology, Public Administration, and Social Sciences
2. Ethnic & Cultural Studies, Marketing, Communications, Education, Languages, Home Economics, Law, Biological Sciences, Parks & Recreation, Basic Skills, Construction Trades, Mechanics, Precisions Production, Transportation, Business Management
3. Agriculture, Conservation, Architecture, Communications Technologies Computer & Information Sciences, Library Science, Physical Sciences, Science Tech, Visual & Performing Arts, Health Professions
4. (Most Expensive) – Engineering, Engineering Related Technology
Teaching Salaries
Need-Based Funding Model
SSCH Required to Produce an FTE Faculty Member by Cost Category and Level
Levels
Cost Categories Undergraduate Graduate Doctoral
I. 645 170 130
II. 480 250 145
III. 365 160 120
IV. 230 102 70
Teaching Salaries
Need-Based Funding Model
Calculations:
Each institution’s SSCH are classified into the 12-cell Cost Category-Level Matrix.
required by that Cost Category for an FTE faculty.
salary for the appropriate level ensuring equal funding for all SSCH of the same discipline and level.
Other Instructional Costs
Need-Based Funding Model
Expenditure types:
Academic Departmental Operating, Non-Credit Instruction, Correspondence Courses, Faculty Staff Benefits, etc.
Calculation:
45% of Teaching Salaries
Library Costs
Need-Based Funding Model
Expenditure types:
Librarians and support staff salaries, fringe benefits, library maintenance and operations, collection acquisitions and maintenance, and library technology costs.
Calculation:
11% of the sum of Teaching Salaries and Other Instructional Costs
General Institutional Support
Need-Based Funding Model
Expenditure types:
Student services, financial aid, academic deans and other academic support staff, general administration, campus security, admissions, personal and academic counseling, campus computing centers, etc.
Calculations:
54% of the sum of Teaching Salaries and Other Instructional Costs
Research
Need-Based Funding Model
Expenditure types:
Salaries and benefits of research faculty and laboratory assistants, research supplies, animal facilities, lab supplies and support
Calculations:
5% of undergraduate level teaching salaries generated
25% of graduate level teaching salaries generated
50% of doctoral level teaching salaries generated
Public Service
Need-Based Funding Model
Expenditure types:
Governmental relations, public broadcasting, official functions, parent activities, news service, alumni affairs, etc
Calculations:
3% of teaching salaries
Facilities Maintenance & Operations
Need-Based Funding Model
Expenditure types:
Utilities – electricity, water, sewer, gas, trash/garbage removal
Maintenance & operation – physical plant staff salaries and benefits, telecommunications, grounds maintenance, custodial care, and building maintenance (carpenters, electricians, plumbers, painters, cabinet makers)
Facilities Maintenance & Operations
Need-Based Funding Model
Calculations of Space Needs:
The needed square footage is determined using the 5-Factor Academic Space Prediction Model. Space needs are determined in five categories:
Teaching Academic Offices
Library Academic Support
Research
Facilities Maintenance & Operations
Need-Based Funding Model
Calculation of Funding Needs:
Excess/Shortage Sq. Ft. = Total Sq. Ft. – Model Sq. Ft.
Funding Need = Excess/Shortage Sq. Ft. X $2.40/Sq. Ft. +
Needed Existing Sq. Ft. X $4.85/Sq. Ft.
Special Missions
Need-Based Funding Model
Types of Special Missions :
Federal Land Grant Institutions
Traditional Minority Mission
Calculation:
Federal Land Grant Institution = 10% of Teaching Salaries
Traditional Minority Institution = 10% of FTE based Funding
Diseconomy of Scale
Need-Based Funding Model
An institution receives additional funding for Other Instructional Costs and General Institutional Support if its student FTE Enrollment is less than 3,500.
Calculation:
FTE Below 3,500 Funds/FTE
1 - 150 $1,200
Next 150 $1,000
Next 200 $ 800
Next 250 $ 600
Next 250 $ 300
Next 200 $ 200
Total Funding Need
Need-Based Funding Model
Calculations:
The total funds needed by the institution are represented by the sum of the recommendations for: Teaching Salaries, Other Instructional Costs, Library Costs, General Institutional Support, Research, Public Service, Facilities Maintenance and Operations, Special Missions, and Diseconomy of Scale.
Tuition and Mandatory Fee Income
Need-Based Funding Model
Calculations:
= Undergraduate SSCH X $130
= Graduate SSCH X $190
= Doctoral SSCH X $230
Total = Sum of above calculations
Appropriation Need/Reuest
Need-Based Funding Model
Calculation:
Appropriation = Total Funding Need - Tuition & Fee Income