[PPT] - PUBL I C UNI VE RSI T Y SUPPORT F UND OVE RVI E W PowerPoint Presentation

SLIDE 1

Andre w Ro g e rs, Dire c to r, Unive rsity Co o rdina tio n, Unive rsity Budg e t & F ina nc e

PUBL I C UNI VE RSI T Y SUPPORT F UND OVE RVI E W

Oc to b e r 12, 2017

XXU

SLIDE 2

2

2017- 19 PUBL IC UNIVE RSIT Y F UNDING

PUSF $736,898,583 78%

State Pr

gr

ams One -time F unding State wide Public Se r vic e s Spo r ts L

tte r

y SEL P EOU T e c h Infr astr uc tur e F ac ility Casc ade s Gr ad & Re se ar c h Re no vatio n

2017-19 T

tal Pub lic Unive rsity F

unding $1,121,617,063 2017-19 T

tal Pub lic Unive rsity F

unding fo r distrib utio n $936,504,998

SLIDE 3

MISSION DIF F E RE NT IAT ION

Mission Differentiation

“Off the Top” Allocation – MD calculated and deducted from PUSF prior to OBF & SCH allocations

PUSF levels determine how most

MD line items are calculated

If the PUSF increase over the

prior year > Portland CPI, apply CPI to historical funding.

If PUSF increase < Portland

CPI apply PUSF % change to historical funding.

Most Line Items based on

historical funding

Items in red font are

calculated based on SCH (Student Credit Hour) completions.

Mission Diffe r e ntia tion

Outc ome s & Ac tivitie s

Mission Re se ar c h Re gional Suppor t Category Program Funding

Bldg. Maintenance / SWPS

$1,893,951 Campus Public Service Programs $1,522,147 Collaborative OUS Nursing Program $102,585 Dual Credit $2,697,324 Engineering Graduate $3,066,331 Engineering Technology Undergraduate $1,603,611 Health Professions Programs $3,426,227 Law & Legal Studies $639,490 OCATE $618,508 OIT AA SCH adjust. $212,229 Oregon Wide-Area Education Network (OWEN) $429,191 Pharmacy $1,098,365 PSU-NEW Leadership Oregon $69,471 PSU-Oregon Biodiversity Information Center $52,351 Regional Solutions $55,568 Rural Access $268,553 Southwestern Oregon University Center (SOUC) $119,610 Statewide Access $881,430 Systemwide Expenses / Programs $2,225,254

Vet. Med

$3,665,707 Veterinary Diagnostic Lab $1,301,044 Regional Support $3,353,812 EOU Resident Adjust. $2,113,119 IT Fifth Site/OCATE/Southwest Oregon/OWEN $2,028,988 Regional Access $1,674,949 Regional University Support $12,152,342 Retention & Graduation $1,688,484 Retrenchment $964,848 TRU Shared Services $6,175,570 Underpinning $1,688,484 Faculty Salaries - Research $2,186,844 Sponsored Research $3,959,043 Total Mission Differentiation Funding $63,935,430

FY 2018 MISSION DIFFERENTIATION FUNDING

Mission Regional Support Research PUSF

SLIDE 4

OUT COME S BASE D F UNDING (OBF )

OBF Funding

Points-based system that compares Resident Degree completions among the institutions

Degrees funded based on number transcripted

in each recognized CIP Code.

Averaged over prior 3-year period
All degree levels are funded, including graduate

certificates.

Degree points weighted in the following

categories to reflect state priorities:

Degree Level
Non-Transfer Bachelors-100%
Transfer Bachelors-62.5%
Masters-50%
PhD-70%
Professional-50%
Certificates-10%
Cost Weight of Program
Area of Study Bonus for high-demand, high-

reward areas

Additional points awarded for undergraduate

degrees earned by students in at least one of the designated targeted populations.

BA/ BS Non- T ra nsfe rs 49% BA/ BS T ra nsfe rs 15% Ma ste rs 8% PhD, 5% Profe ssiona l, 1% Gra d.Ce rtif., 1% Are a of Study, 5% Stude nt Popula tions 16% Outc ome s (OBF ) Undergraduate Graduate Value $5,126 $1,025 Example ∙Natural Resources, Conservation ∙Area, Ethnic, Cultural, Gender, Group Studies ∙Foreign Languages, Literatures, Linguistics ∙Enligsh Language and Literature ∙Liberal Arts and Sciences, Humanities ∙Philosophy and Religious Studies ∙Psychology ∙Social Sciences and History ∙History Graduate Certificates: ∙Natural Resources, Conservation ∙Area, Ethnic, Cultural, Gender, Group Studies ∙Education ∙Liberal Arts and Sciences, Humanities ∙Philosophy and Religious Studies ∙Homeland Security, Law Enforcement, Protective Services ∙Public Administration and Social Services ∙Social Sciences and History ∙Business, Mgmt, Marketing, Related Support Svcs Value $18,209 $24,853 Examples ∙Engineering ∙Engineering Technologies ∙Health Professions, Related Programs ∙PhD: Computer and Information Science ∙PhD: Engineering ∙PhD: Systems Science and Theory

OBF PER DEGREE FUNDING RANGE

Low High

PUSF

SLIDE 5

T ARGE T E D POPUL AT ION F UNDING

Targeted Populations

Additional weighting applied to Bachelor degree completions by students who identify as members of one or more of the following student populations:

Low-income
Underrepresented minority
American Indian/Alaskan

Native

Hispanic
Pacific Islander
Black
African American
Rural
Veteran

$1,265,873 $1,206,407 $7,748,755 $8,785,240 $1,383,848 $5,607,297 $2,018,015

23% 15% 13% 17% 19% 15% 20%

0% 5% 10% 15% 20% 25% $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 $10,000,000

E OU OIT OSU PSU SOU UO WOU

F Y18 Stude nt Population F unding by Institution

Stud e nt Po pula tio n F unding % o f T

ta l I

nstitutio na l OBF F und ing

Number of Targeted Characteristics Category Weight # of Degrees* Add'l Allocation per Degree $ Allocated by Category 1 0.8 5947.3 $3,280.88 $19,512,487 2 1.0 1853.3 $4,101.10 $7,600,705 3 1.1 200.0 $4,511.21 $902,242 Total $28,015,434

*3 yr avg

FY18 TARGETED POPULATION ALLOCATION

SLIDE 6

ARE A OF ST UDY BONUS

Area of Study

Additional weighting applied to degree completions which are completed in Areas of Study which serve a critical need for the State economy.

STEM programs
Health programs
Bilingual Teacher Education
Applies to all degree levels
Determined by CIP code

Area of Study (All Degrees) Weight STEM 120% Health 120% Bilingual Education 220%

SLIDE 7

ACT IVIT Y BASE D F UNDING (SCH)

Ac tivitie s (SCH)

SCH Funding

Points-based system that compares resident Student Credit Hours (SCH) completions among the institutions

Student Credit Hours are

funded based on number transcripted in each recognized CIP Code

Averaged over prior 3-year

period

Credit Hours are cost-weighted

based on student level, field of study, and degree level.

F r e shman Sophomor e Junior Se nior Maste r s Doc tor al Co st We ight Value $29/SCH Example Freshman Level ∙Natural Resources, Conservation ∙Area, Ethnic, Cultural, Gender, Group Studies ∙Foreign Languages, Literatures, Linguistics ∙English Literature and Language ∙History ∙Liberal Arts and Sciences, Humanities ∙Mathematics and Statistics ∙Philosophy and Religious Studies ∙Psychology ∙Social Sciences and History Value $122/SCH Examples PHD Level ∙Computer and Information Science ∙Engineering ∙System Science and Theory ∙Science Technologies ∙Business, Mgmt, Marketing, Related Support Svcs Low High

SCH PER STUDENT CREDIT HOUR FUNDING RANGE

PUSF

SLIDE 8

SHIF T F ROM ACT IVIT Y BASE D (SCH) F UNDING T O OUT COME S BASE D F UNDING (OBF )

*2018-19 b ase d o n pro je c te d data

SLIDE 9

ST OP L OSS/ ST OP GAIN

Stop Loss/Stop Gain

Built- in SSCM me c hanism whic h pr e ve nts an individual institution fr

m absor

bing an e xc e ssive loss or inc r e ase of funds

Only a pplic a b le d uring the SSCM pha se -in

pe rio d

T

hre sho ld s e sta b lishe d b e g inning with F Y16

Inc re me nta lly d e c re a se d e a c h ye a r

thro ug h F Y19

Sto p L
ss/ Ga in d ise ng a g e d b e g inning F

Y20

$822,492 $446,462 $363,093 $0 $- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 $800,000 $900,000

2015- 16 2016- 17 2018- 17 2018- 19*

T OT AL MAGNIT UDE OF RE DIST RIBUT E D PUSF F UNDS DUE T O ST OP L OSS

*2018-19 b ase d o n pro je c te d data

2015-16 2016-17 2017-18 2018-19 Stop Loss Threshold 4.5% 2.0% 1.0% 0.0%

n/a

EOU SOU

n/a

SOU Stop Gain Threshold 27.3% 37.3% 47.3% 57.3% PSU

n/a n/a n/a

Stop Loss/Gain Thresholds & Triggering Institutions

SLIDE 10

2017- 19 SSCM T OT AL F UNDING BY INST IT UT ION

$19,898,919 $26,034,493 $114,798,771 $87,900,756 $20,845,008 $67,773,522 $23,828,838

$0 $20,000,000 $40,000,000 $60,000,000 $80,000,000 $100,000,000 $120,000,000 $140,000,000

E OU OIT OSU PSU SOU UO WOU

F Y18 T OT AL F UNDING BY INST IT UT ION

56% 49% 15% 5% 39% 6% 28% 18% 28% 31% 50% 59% 35% 56% 42% 49% 16% 20% 35% 37% 24% 38% 29% 33%

0.02%
0.08%
0.12%
0.14%

1.74%

0.08%
0.07%
20%

0% 20% 40% 60% 80% 100%

E OU OIT OSU PSU SOU UO WOU T

ta l

% of 2018 F unding by SSCM E le me nt

Mission Diffe r e ntiation Outc ome s E nr

llme nt

Stop L

ss/ Stop Gain

SLIDE 11

2017- 19 L AB

Description SB 5524 SB 256 HB 5006 Total Public University Support Fund 736,898,583 $

$
$

736,898,583 $ Public University State Programs 39,726,110 $ 190,000 $ 1,730,000 $ 41,646,110 $ Education & General Subtotal 776,624,693 $ 190,000 $ 1,730,000 $ 778,544,693 $ Agricultural Experiment Station 66,088,861 $

$
$

66,088,861 $ Extension Service 47,717,403 $

$
$

47,717,403 $ Forest Research Laboratory 10,224,041 $

$
$

10,224,041 $ Statewide Public Services Subtotal 124,030,305 $

$
$

124,030,305 $ Subtotal Operations 900,654,998 $ 190,000 $ 1,730,000 $ 902,574,998 $ Debt Service 161,731,988 $

$

(8,501,533) $ 153,230,455 $ Capital Construction (GF)

$
$

1,690,000 $ 1,690,000 $ Total GF Operations 1,062,386,986 $ 190,000 $ (5,081,533) $ 1,057,495,453 $ Sports Lottery 8,240,000 $

$
$

8,240,000 $ Outdoor School (Extension Service) 24,000,000 $

$
$

24,000,000 $ Debt Service 31,921,630 $

$

(40,020) $ 31,881,610 $ Total Lottery Fund 64,161,630 $

$

(40,020) $ 64,121,610 $ Total General and Lottery Funds 1,126,548,616 $ 190,000 $ (5,121,553) $ 1,121,617,063 $ Debt Service - Combined GF & LF 193,653,618 $

$