Study outline

1

1. University Equity Funding

• Study outline
• Council discussion

2
Study Outline

• Legislative charge
• Prior Studies
• Methodologies in Past Adjustments
• Major Policy Issues
• Study Activities

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Legislative Charge

• Proviso in the FY 2002-2003 General
  Appropriations Act (GAA) directs CEPRI to
• Study the equity of funding per student between
  universities within the university system and
  report its findings to the Chair and Vice Chair
  of the Legislative Budget Commission by January
  1, 2003.

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Legislative Charge

• Proviso in the FY 2002-2003 General
  Appropriations Act (GAA) also directs State Board
  of Education to
• Analyze Educational and General Funding
• Study impact of mission enrollment by
  discipline and student course level special
  appropriations other issues as determined by
  State Board

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What Is Equity?

• Its in the eye of the beholder
• Its usually raised by a university after it
  completes its own analysis of funding per student
  
• It can be assessed in many different ways

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Prior Studies1980s

• In 1984 Chancellors and Council of Presidents
  task force determines inequities exist
• 1984-85 Legislature requires another study and
  provides 2 m. for inequities found USF and UCF
• In 1986 Legislature requires BOR to develop an
  equitable formula
• In 1987 Legislature accepts part of formula,
  requires BOR to conduct further analyses
• In 1988 Legislature authorizes BOR to use
  formula for requesting allocating resources
  Legislature used different formula for
  appropriating funds

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Prior Studies1990s

• 1991-92 - Legislature directs PEPC to study
  equity
• In 1992 - PEPC recommends that a new formula be
  adopted
• 1993-94 - Legislature directs BOR to develop
  equitable formula formula adopted
• 1993-94 - University reps determine 30.7 m. in
  inequities exists BOR requests funds
• From 1994-95 through 1997-88 - Legislature
  appropriates 30.8 million for equity
• In 1997 BOR approves 9.65 m. equity plan for
  UCF UNF Legis. approp. funds in 1997-98 and
  1998-99

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Prior Studies2000s

• 2002 Legislature appropriates 9 million to
  USF, UCF, FIU, UNF
• 2002 Legislature directs CEPRI and SBE to
  conduct independent studies of equity

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Past Adjustments

• 1984 USF and UCF faculty positions needed for
  planned enrollment
• 1993-94 through 1997-98 all univ per- student
  funding below avg in any of the following areas
  Inst Research Student Svcs Libr Staffing
  Univ Support for Branches Centers Add. amount
  for UCF UNF per-student funding below avg of
  new institutions
• 1997-98 1998-99 UCF and UNF
• 2002-03 USF, UCF, FIU, UNF per-student funding
  below avg of state institutions with similar
  missions

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Major Issues

• How should funding equity be defined?
• What methodology should be used to assess equity?
• Was equity provided in past funding
  processes/formulas? If so, how? If not, why not?
• Do inequities currently exist? If so, why?
• If inequities exist, should they be addressed? If
  so, how?
• What should be the relationship between funding
  for equity and funding for performance?
• Will local decision-making, such as local tuition
  decisions, affect funding inequities? If so, how
  should this effect be treated?
• Why hasnt this issue been resolved already?

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Major Study Activities

• Survey university presidents to determine their
  positions on the issue of current equity,
  including
• - How they define and assess equity
• - Is there an equity problem (among state univ
  among peers nationally) why?
• - How to reconcile performance and equity

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Major Study Activities(continued)

• Analyze the history of university funding and
  equity initiatives
• Compare university funding to peers among state
  universities across the US
• Compare funding among Florida universities