DRAFT
FOR DISCUSSION PURPOSES ONLY
OHIO BOARD OF REGENTS
STATE SHARE OF INSTRUCTION HANDBOOK:
PROVIDING THE METHODOLOGY FOR ALLOCATING
STATE SHARE OF INSTRUCTION FUNDS
FOR FISCAL YEAR 2014
FOR USE BY:
UNIVERSITY REGIONAL & MAIN CAMPUSES
REVISED: July 12, 2013
Methodology For
Allocating State Share of Instruction
Fiscal Year 2014
FY 2014 SSI Funding Formula Summary
1. FY 13 actuals are based on the handbooks and spreadsheets available here:
a. https://www.ohiohighered.org/node/685#fy12-13
2. FY 14 is based on the formula as outlined in the HEFC recommendations available at:
a. (http://jobsbudget.ohio.gov/documents/HigherEducation-Report.pdf) .
University regional campuses :
1. The appropriation for regional campuses is equal to the FY 2013 appropriation for regionals.
2. Funding distributions for regional campuses are based 100% on course completions.
3. The Stop-loss is removed.
a. The stop-loss had been in place to prevent any campus from losing more than a certain
percentage (generally 3%-5%) of the funding it had the previous year.
4. Earmarks are removed for regional campuses.
a. Earmarks included Plant Operation and Maintenance (POM) and Access Challenge
5. All averages transitioned to a 3-year average.
a. Previously, course completion data were based on the higher of the two-year and five year
averages
b. For FY14 planning and development data from FY10, FY11, and FY12 are used
c. FY11, FY12, and FY13 data will be used for distributions once all data are available. Until then
projections for FY 13 will be used.
6. Actual course completions data are used (from the subsidy FTE process) rather than course completion
rates.
a. Reliable course completion data became available in FY2008 so the switch to using 3 year
averages allows the formula to use actual data rather than rates.
7. Model costs and at-risk weights and indexes have been updated.
a. This is routinely done biennially.
8. At-risk weights and indexes for course completion are used as they were in FY13.
University main campuses:
1. The appropriation for main campuses has been increased (as announced in Feb. 2013).
2. All stop-loss is removed.
a. The stop-loss had been in place to prevent any campus from losing more than a certain
percentage (generally 3%-5%) of the funding it had the previous year.
3. All averages transitioned to a 3-year average.
a. Previously, most data used (enrollments, completions…) were based on the higher of the twoyear and five year averages.
b. For FY14 planning and development data from FY10, FY11, and FY12 are used
c. FY11, FY12, and FY13 data will be used for distributions once all data are available. Until then
projections for FY 13 will be used.
4. Degree costs, model costs, and at-risk weights and indexes have been updated for the biennium.
a. This is routinely done biennially.
Degrees
5. 50% of the total amount allocated to university main campuses goes to degree cost funding.
a. This is after the regional campus set-aside is removed.
b. In FY13 degree cost was 20% of the allocation after the removal of Access Challenge funding.
6. Funding for degrees is limited to Bachelor’s Master’s and Professional degrees (excepting Medical
degrees) awarded at university main campuses and for Associate’s degrees awarded at main campuses
that received Access Challenge funding in FY2009.
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7. As in FY13, a statewide at-risk weight and campus at-risk indexes for degree completion are applied to the
degrees earned by at-risk students.
a. At-risk students are defined as those who are at-risk financially, academically, or due to age or
minority status creating 16 possible categories from all possible combinations of the above 4
factors (including no risk factors).
b. The statewide weight compares the graduation rate of all at-risk students to that of students with
no risk factors.
c. The campus indexes capture the magnitude of the at-risk student population at each campus in all
of the combinations of the various at-risk categories and their relative likelihood of degree
completion .
8. A weight of 0.25 is applied to out-of state degree costs.
a. A degree or graduate is considered out of state if the student was reported as non-resident in all
terms they attended a public Ohio university.
b. Previously, most out-of-state degrees were treated like any other degrees.
9. STEM weighting is applied to degrees.
Course Completions
10. Actual course completions data are used (from the subsidy FTE process) rather than course completion
rates.
a. Reliable course completion data became available in FY2008 so the switch to using 3 year
averages allows the formula to use actual data rather than rates.
11. As in FY13, an at-risk rate, a statewide at-risk weight, and campus at-risk indexes for course completion
are applied to the course completions by at-risk students.
a. At-risk students are defined as those who are at-risk financially or academically, creating 4
possible categories from all possible combinations of these 2 factors (including no risk factors).
b. The statewide weight compares the course completion rate of all at-risk students to that of
students with no risk factors.
c. The campus indexes for course completion capture the magnitude of the at-risk student
population at each campus in all of the combinations of the various at-risk categories and their
relative likelihood of course completion .
d. The at-risk rate reflects the number of at-risk students by campus and model.
12. Per ORC 3345.061, Developmental or remedial (DEV) course completions will not be funded at university
main campuses except:
a. Eligible DEV FTE that are not more than 3% of total FTE for that university main campus
b. All eligible DEV FTE at Central State, Shawnee State, and Youngstown State Universities.
Set-Asides
13. The distribution of the Doc set-aside will be as follows:
62.5% enrollments + 25% degrees + 12.5% research (approximately)
14. Med set-asides
a. There is no stop-loss, buffering, or caps in determining the distributions
b. The distribution is based 100% on headcount enrollments
c. The Med I set aside is for Dental and Veterinary Medicine programs.
15. In some documents it appears that the percentages for the Doc and Med set-asides have decreased, but
this is simply an adjustment to the percentages to account for the addition of the regional campus funds
into the same allocation.
a. While the regional campuses do have a separate set-aside and a different formula for FY14,
officially the funds for the main and regional campuses are combined.
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Introduction
The purpose of this document is to provide users detailed information regarding the allocation of the State Share
of Instruction (SSI). Fiscal Years 2014 continue the process of using different formulas for (a) University Main &
Regional Campuses, and (b) Community and Technical Colleges.
As a result, there are two separate handbooks detailing the methodology for allocating State Share of Instruction
funds each sector. This version is designed to provide the allocation methodology for University Main& Regional
Campuses. Please be careful to ensure that you are using the appropriate document.
I.
UNIVERSITY FUNDING METHODOLOGY
The University campus funding model consists of two primary funding components: (1) a course completion
component, and (2) a degree completion component. In addition to these components each University Main
Campus shall be allocated an amount equivalent to its final FY 2009 Access Challenge allocation, Medical model
set-aside, and Doctoral Set-Aside allocation.
The following methodology is used to determine the share of the total allocation to be distributed through each
funding component of the university SSI formula
a. Start with the University appropriation for the fiscal year in the parameters tab.
b. In FY 2014, the course completion funding for the University Regional campuses is established as an
earmarked amount equal to $116,181,104. This represents the total SSI funding available to the regional
campuses in FY 2014. This amount is allocated among the regional campuses using the course completion
component of the SSI formula.
c. After reserving any applicable earmark for the University Regional campus sector’s course completion
component, 50% of the remaining University SSI funding is reserved for a weighted degree completion
component. Note: In FY 2014, the degree completion funding is reserved for main campuses only. In FY
2015, the degree completion funding component is distributed to both university main and regional
campuses.
d. Subtract the following from what remains:

Doctoral Set-Aside Allocation = 11.78% of the annual State Share of Instruction allocation for
Universities.

Medical 1 Set-Aside Allocation = 1.48% of the annual State Share of Instruction allocation for
Universities.

Medical 2 Set-Aside Allocation = 6.41% of the annual State Share of Instruction allocation for the
Universities.

FY 2009 Access Challenge Allocations for Access Institutions (University of Akron, University of
Cincinnati, Cleveland State University, Central State University, Shawnee State University,
Youngstown State University)
e. The remaining university SSI funding shall be allocated to the course completion component of the SSI
formula. In FY 2014, the remaining course completion funding is reserved for main campuses only and all
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of the regional campus appropriation is allocated using the course completion component of the SSI
formula.
II.
COURSE COMPLETION COMPONENT OF THE FORMULA
Below are the steps used to calculate the course completion component of the funding methodology:
Step One: Collect Resource Analysis Cost for Each Subsidy Model
The Ohio Board of Regents collects cost and enrollment data from each of the campuses (all sectors). This data is
used to determine the average cost per FTE for each Subsidy Model for the most recent 6 years available prior to
running the SSI formula for the first year of the target biennium. In determining the average cost for the Fiscal
Year 2014-2015 biennium, the calculation is based on data for Fiscal Year 2006, Fiscal Year 2007, Fiscal Year 2008,
Fiscal Year 2009, Fiscal Year 2010 and Fiscal Year 2011. The cost allocation is done in the Resource Analysis
process described on the web at http://regents.ohio.gov/hei/RA/RAspecifications.html , and collected in the
spreadsheet at L:\Budget-SSI\FY14-15\Model Cost Adjustments , in the tab called campus cost.
Note, there is a small FTE adjustment for the STEM 7 model at OHSU in Fiscal Years 2004 – 2007 because
professional (P) level Optometry was changed in FY 2008 to start reporting course level FTE and as such had
more FTE but the same cost.
Step Two: Adjust the historical Resource Analysis Cost per FTE for costs paid from sources outside of SSI or
Student Fees
This step adjusts the Resource Analysis costs by model by backing out any costs paid from revenue other than SSI
or student fees. This is to avoid double counting of expenses reimbursed by the state. The adjustments in FY 2014
and 2015 include:
a. Research Challenge income used for instruction.
b. Other Income used for unrestricted expenses.
c. Medical Clinical Line Items used for unrestricted expenses.
This is done in the spreadsheet at L:\Budget-SSI\FY14-15 DEV\Model Cost Adjustments , in the tab called campus
cost.
Step Three: Normalize each year’s cost by inflating the costs to the last available year’s data using historical
Higher Education Cost Index (HECA) data. Estimate costs for the upcoming funding period using the average of
the last three years of actual HECA increases.
An average cost for instruction for each model was calculated using six years (FY 2006, FY 2007, FY 2008, FY 2009,
FY 2010, and FY 2011) of costs from Resource Analysis. In order to make these costs comparable, it is necessary to
inflate each of the prior years of Resource Analysis cost data to reflect Fiscal Year 2011 costs (the last year of
actual data) using the Higher Education Cost Index (HECA).
The above calculation provides us with the six-year average cost per FTE based on actual costs in FY 2011 dollars.
The six-year average costs for each model is then inflated annually to the appropriate funding year (FY 2014 or FY
2015) using the HECA. This is done in the spreadsheet at L:\Budget-SSI\FY14-15 DEV\Model Cost Adjustment , in
the tab called campus cost and the tab called model.
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The average costs for each model for the biennium are located in the SSI spreadsheet in the tab called Model
Cost.
Step Four : Higher Education Funding Commission Priority Weightings for Science, Technology, Engineering,
Mathematics, Medicine, and Graduate by model
The Higher Education Funding Commission endorsed a priority weighting for STEM² and graduate models.
The STEM² weighting was calculated in a manner that held STEM² and Medical models harmless relative to the
amount of state support the same instruction earned in the previous SSI formula, using FY 2007 as the base year.
In cases where this addition is negative, it is set to zero ( i.e. it never reduces the SSI of a model).
The graduate weights (used by University Main and Regional campuses) for FY 2014 and FY 2015 have been
adjusted to ensure that the relative amount of state support for graduate and undergraduate activity under the
new funding model remains comparable to the earnings that utilized the enrollment model, using FY 2009 as the
base year.
The STEM² and graduate model priority weightings are multiplied by the respective model cost for each of the 26
models. The resulting calculation is called the Model Reimbursement Cost and can be viewed in the SSI
spreadsheet in the tab called Model Cost.
Note: The original plan was to gradually phase out the priority weightings for the STEM² models, with the
exception of the Medical 2 model, as the Resource Analysis average cost calculations for the models begin to
reflect this additional SSI funding. No adjustments have been made for FY 2014 or FY 2015.
Step Five: Collect Subsidy Eligible Completed FTEs
To add stability and predictability to the SSI allocations, all allocations are based on completed FTE’s that are
lagged one-year. Therefore, the Ohio Board of Regents will provide a summary of the subsidy eligible completed
FTE by Campus, Subject and Level for the 3 years ending in the year preceding the year for which SSI is being
calculated. The source for the completed FTE data comes from the Subsidy FTE process for completed FTE and can
be viewed in the SSI spreadsheet in the tab called subject level. Note the Eligible FTE are in this tab but are only
used for Community Colleges.
A subsidy FTE is defined as 30 semester credit hours or 45 quarter credit hours. Medical, Veterinary Medicine, and
Dental Health FTE are based on student enrollments.
Limitations on Subsidized Law School FTE’s
Beginning in FY 2012, historical funding caps on professional law school enrollments were removed and replaced
with a new subsidy eligibility policy that restricts SSI funding to in-state students, only. This restriction has been
eliminated and the caps have not been put back into place.
Step Six : Calculate the 3-year average subsidy eligible completed FTEs
A 3-year average subsidy eligible completed FTEs are calculated for each Subject Field – Level of Instruction
combination based on the previous three years’ completed FTE’s. The fiscal years used in these calculations for
Fiscal Year 2014 are FY 2013, FY 2012, and FY 2011.
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Per ORC 3345.061, Developmental or remedial (V level) course completions will not be funded at university main
campuses except V-level FTE in the four subject areas listed here https://www.ohiohighered.org/node/1860 that:
1) Are not more than 3% of total completed FTE for that university main campus or
2) Are taught at Central State, Shawnee State, or Youngstown State Universities.
The FY 2010-2013 completed FTEs and resulting average calculations can be viewed in the SSI spreadsheet in the
tab called Subject Level. FY 2010 through 2012 are actual FTEs and FY 2013 are projected until actual data for FY
2013 is available. In the absence of projected FTE the latest 3-years of actual data are used.
Step Seven: Weight the undergraduate FTE course completions.
At-Risk Students are given an additional weighted FTE based upon the difference in course completion rates for
at-risk students compared to non at-risk students. Students at-risk for course completions are those who are
financially at risk (EFC < $2190) or academically at risk (ACT score of less than 17 in either Math or English or
completion of developmental course work at any public college or university for students with no ACT scores) or
both.
The at-risk weight is calculated as the difference between course completion rates for non at-risk undergraduate
students versus the course completion rates for those students in the “at-risk” cohort. The course completion
campus index captures the magnitude of the “at-risk” student population at each campus in all of the
combinations of the various at-risk categories. Until FY 2011, we did not have accurate at-risk data for
enrollments so at risk rates are used.
The at-risk rates, weights and indexes are calculated in the tab called enroll at risk..
The added FTE for at-risk students is:
Course Completed FTE (from Step Six) * At Risk Rates (by campus and model)* At Risk Weights (by Model) * At
Risk Index (by Campus) and is calculated in the subject level tab.
Step Eight : Calculate the Uniform SSI by Campus, Subject Field, and Level of Instruction for 3-year average
course completion FTE
SSI for Course Completions is calculated separately for Completed FTE and At Risk (Add on) FTE. The appropriation
calculated in step I above is prorated to each combination of campus subject and level by the ratio of the
reimbursement cost calculated in step four above times the FTE for this campus, subject and level to the total
reimbursement cost for the sector.
This calculation can be seen in the SSI spreadsheet in the subject level tab. The appropriation being prorated and
the total reimbursement cost for the sector is seen at the bottom of the columns.
Note: In FY 2014, since the University Regional course completion funding component is a separate formula from
the University Main course completion funding component, there will be two separate university SSI
appropriations and reimbursement costs; one for each respective sector.
Step Nine: Compute the Doctoral Set Aside earnings using the following methodology:
a. For FY 2014, 62.0% of the total doctoral set-aside for enrollments for each eligible campus Is calculated as
detailed in Step Ten below. For FY 2015, it is 55%.
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b. Calculate the remaining doctoral set aside allocation by subtracting (a) from the total set-aside allocation.
Note that the doctoral set aside earnings calculation described in Step ten does not allocate all of the
earnings since some institutions are below the 85% rule.
c.
Allocate 2/3 of the remaining doctoral set aside funds (approximately 25% of the total doctoral set
aside) based on weighted cost of doctoral degrees.
d. Allocate 1/3 of the remaining doctoral set aside funds (approximately 12.5% of the total doctoral set
aside) based upon their respective shares of the most current NSF expenditure data available (with the
NIH expenditures weighted by 50%). The research expenditures used can be seen in the tab called FY
2010 Research.
Step Ten : Calculate the Doctoral Set Aside for each institution with doctoral instruction.
Calculate the doctoral set aside for each institution with doctoral instruction. Each institution’s doctoral set aside
is based on a fixed percentage (or Doctoral Share) of the doctoral appropriation. The doctoral shares for each
institution were established by the Graduate Funding Commission. If the institution’s subsidy eligible Doctoral 1
equivalent FTE for the greater of the 3-year average is less than 85% of the Base Doctoral 1 equivalent FTE for the
institution, the doctoral set aside for that institution is reduced by the % less than 85% and the unused SSI is
included in the remaining doctoral set aside. Doctoral 1 equivalent FTE is equal to Doctoral 1 FTE + 1.5 * Doctoral
2 FTE and the base year for the Doctoral 1 Equivalent FTE is FY 1999.
Note: The Medical College of Ohio and the University of Toledo values have been combined to derive the merged
institution’s values.
The doctoral share calculation can be seen in the Doc Set Aside tab.
Step Eleven: Allocate Medical I and Medical II Model Funding
The Ohio State University is the only University Main Campus to have Medical I programs; therefore, the entire
Medical I funding model shall be allocated to The Ohio State University.
The Medical II model funding is allocated based on a 3-year average FTE. An addition is made to the Medical II
FTE for Summer 2012 for schools that converted to semesters in FY 2013 to convert quarter hours to semester
hours. The medical II share calculation can be seen in the Med 2 tab.
Step Twelve: Calculate the NASF POM Protection for university main campuses, only
A number of university main campuses had significant protection in the old model related to the amount of NASF
that they had compared to their activity based POM. The Funding Commission requested that we continue to
provide a portion of this protection for these campuses until the reasons for these significant differences could be
further studied.
A university main campus is eligible for NASF protection in FY 2014-15 biennium only if it received NASF
protection in the FY 2009 formula.
In FY 2014, the NASF protection is assessed to all university main campuses (including those on the protection)
based on their total formula earnings. This calculation can be seen in the SSI spreadsheet in the UM Summary
tab.
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Since the University Regional and Main campuses funds will be merged in FY 2015, the NASF protection will be
assessed to all university campuses (including those on the protection) based on their total formula earnings.
III.
Degree Completion Component of the Formula
This section provides the methodology for allocating the degree completion component of the SSI formula, as
calculated in Section I(c) concerning degrees earned.
Per the Higher Education Funding Commission’s recommendation the following degrees shall contribute to the
degree counts in the degree attainment model:



In FY 2014, associate degree completion, for the access universities’ main campus (University of Akron,
University of Cincinnati, Cleveland State University, Central State University, Shawnee State University,
Youngstown State University) only;
Baccalaureate degrees; and
Masters and Professional degrees, excluding Medical 1 and Medical 2 degrees.
Starting in FY 2014, subsidy eligible degrees shall be adjusted as follows:

The degrees conferred to students identified as residents of the state of Ohio in any term of their studies,
as reported through the Higher Education Information (HEI) system student enrollment file, shall be
weighted by a factor of 1.

The degrees conferred to students identified as out-of-state residents during all terms of their studies, as
reported through the Higher Education Information (HEI) system student enrollment file shall be weighted
by a factor of 25 per cent for undergraduate degrees.
Step One: Determine the Statewide Average Degree Costs
The statewide average degree cost is calculated by level based on degrees earned in FY 2009, FY 2010, and FY
2011. Below is a description of aggregations used to calculate the cost of a degree for each level:
a. For associate degrees the various technical areas, plus Liberal Arts as follows:
Program Areas for Associate Degrees
Program Areas
Discipline Areas
Business Technologies
Business
Engineering Technologies
Engineering
Health Technologies
Health
Public Administration &Services
Public Service Technologies
Protective Services
Agriculture Technologies
Natural Science Technologies
Subject Fields
Agriculture
Natural Science and Math
Exclude Agriculture
Arts & Humanities
Education
Liberal Arts
Social & Behavioral Sciences
Other
Exclude Public Administration &
Services
Exclude Protective Services
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b. For bachelor’s, master’s and professional degrees the Subject Field is used.
c. For doctoral, Discipline Area is used, because there are too few degrees in some Subject Fields.
A query of HEI data is used to select degrees earned in FY 2009, FY 2010 or FY 2011 for which there is evidence
that all instruction for the degree was earned on a University System of Ohio (USO) campus. (Note: A student's
coursework needs to be completed within the time frame of the HEI system's existence ( i.e. FY 1999 and later, to
be included in the calculation). In other words, the course enrollments (or enrollment terms for medical students)
of each degree recipient are compared to the minimum credits required for the degree at each institution (as
reported in the Academic Program file in HEI).
In calculating the cost of each degree:
1. The cost of each degree is calculated using the statewide average cost of the SSI model for each course
taken. Note: the costs of the courses are inflated using the same methodology as was utilized in
determining the SSI model costs in Step 3 of Section II and are also adjusted by the STEM weight of the
Model of the course.
2. The cost of any courses taken at any USO campus, by students who met the criteria outlined above are
included in these calculations. However, undergraduate enrollments do not count for graduate degrees
and vice versa. Also, for graduate degrees, the course must be taken at the degree granting institution.
This is done in a spreadsheet at L:\Budget-SSI\FY14-15 DEV\Degree Cost with STEM weights.xls.
Step Two: Determine the number of degrees earned at each University Main Campus for each category of
degree and at-risk degrees.
Degree Attainment is measured by the number of degrees earned (by level)at each of the university main
campuses for each of the categories described in Step One. For FY 2014, degree attainment is measured by the
three-year average of the degrees earned during FY 2011, FY 2012, and FY 2013. Associate degrees are counted
only for Access Campuses (Cincinnati, Akron, Cleveland State, Central State, Shawnee State and Youngstown
State). Since the University of Cincinnati and the University of Akron have branch campuses and we do not count
Associate Degrees earned at the branches; we allocate students to the campus where the majority of their credits
were taken. Bachelor’s degrees earned on a branch campus are credited to the main campus. If a student earns
more than one degree at the same level, at the same institution in the same year, we use only the most costly of
the degrees. Until the actual degree data for FY 13 are available in HEI, projections of degree counts are used.
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At-risk degrees are defined as those from above that were earned by students with one or more of the following
characteristics:

Age: The student was over 22 in the term they started in the USO system (when exact birth date or
graduation date is not available, use the difference between the fiscal year they entered the system and
year of birth). If year of birth is unknown, they will be considered not at risk.

Financial: The student had an EFC of less than $2,190 in the last 3 years prior to degree attainment

Academic: The student scored less than 17 on the ACT Exam in either Math or English OR, if no ACT
data available, if the student completed any Developmental course on any USO campus at any time
before the degree was awarded.

Race: If the student was reported as African American, American Indian, or Hispanic from the Student
Entrance table with the same admission area as the corresponding DC record.
At-risk degrees are identified in the Selection of Degrees for SSI Process. However, out-of-state degrees are not
identified in this process. For FY 2014 a special process appends the out-of-state degrees in the tab called SL
degrees.
Step Three: Calculate the Statewide At-risk weight and Campus Index for undergraduate degrees earned.
The statewide at-risk weight for undergraduate degrees is designed to reflect the decreased likelihood of students
graduating based on whether or not they are at-risk. The Campus Index for undergraduate degrees captures the
magnitude of the at-risk student population at each campus in all of the combinations of the various at-risk
categories. It was calculated using cohorts of full-time degree seeking students who started college on a USO
campus in summer or fall 2001, 2002, 2003 and 2004 and measured their progress for the next 8 years. The 8-year
graduation rate of students who were at-risk was compared to that of students who were not at- risk. This is done
in the tab called degree index.
An explanation of the development of the at- risk weights and indexes is given in APPENDIX 2.
Step Four: Calculate the degree cost and weighted degree costs for each eligible university campus by degree
categories.
Degree SSI counts are separated into 4 categories by in-state and out-of-state and by at risk and not at risk (the at
risk are add on’s, but the non-resident are separate degrees). The appropriation for degrees is prorated to each
combination of campus subject and level by the ratio of cost of the degrees in this category to total cost of all
degrees. For out-of-state the cost is reduced to 25% in FY 2014. For at risk the cost is increased by the product of
At Risk Weight and Campus Index.
The results of this calculation can be seen in the SSI spreadsheet in the SL degrees tab.
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III: Bridge Funding
The amount of $5,474.083 was allocated to try to ensure that no university main or regional campus received less
than 96% of the SSI it received in FY 2012.
Step 1: Determine which institutions fall below 96% of their FY 2012 SSI distribution.
Step 2: Determine the amount necessary to being each of these campuses up to 96% of their FY 2012 SSI.
Step 3: Distribute the amount allocated for bridge funding to campuses that fell below 96%. If the amount
allocated is not sufficient then distribute the allocation proportionally, based on each campus’s share of the total
shortfall.
Step 4: Calculate the final SSI distribution by adding the bridge funding amount to campuses as appropriate.
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Appendix 1 – Summary of the Course Completion Index
In order to develop a campus specific course completion index, staff analyzed student enrollment and completion
data from a cohort of enrolled students from FY 2008 and FY 2009. Specifically, the students were categorized in
each of the four possible categories:
1. Students having no risk factors
2. Students identified as being financially “at-risk,” only, defined as those students with an EFC of less than
$2190, anytime in the latest three years.
3. Students identified as being academically “at-risk,” only. This includes those students with an ACT score
of less than 17 in either English or Math; OR, students who completed any developmental course in any
year (at any USO school) if an ACT score was not available. The ACT score was scaled to 17 so that it would
classify approximately as many students as being at risk as the developmental course test.
4. Students identified as being both financially and academically at risk.
The student level cohort data lead to the development of a campus index for course completions that provides
additional weighting to those “at-risk” cohorts defined above. The weightings for each “at-risk” cohort is
calculated as the statewide difference in the course completion rate of the students with no risk factors as
compared to the completion rate of the respective “at-risk” cohorts. The campus index is then calculated as
follows:
[Weighted Student FTE Cohort] / Total (Un-Weighted) FTE Cohort
While a summary of the campus student cohorts and indices appear in the table on the following page, the
calculation of a single campuses course completion index appears below.
University of Akron’s WAYN Campus Student Cohort Data, FY 2008-09
Total Cohort = 2,369 Eligible FTE
No Risk Factors = 1,130 Eligible FTE (Un-weighted with a factor of 1.000)
Financial, only = 404 Eligible FTE (Weighted by a factor of 1.100)
Academic, only = 484 Eligible FTE (Weighted by a factor of 1.058)
Both “At-Risk” Factors = 351 Eligible FTE (Weighted by a factor of 1.162)
WAYN Campus Index = [(1,130*1) + (404*1.100) + (484*1.058) + (351*1.162)] / 2,369
WAYN Campus Index = [1,130+444+512+408] / 2,369
WAYN Campus Index = 2,494/2,369
WAYN Campus Index = 1.053
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Course Completion Degree Data and Campus Index
Differential Course Completion Rates
0.0%
Un-weighted Student FTE Cohort
1.000
Financial,
only
1.000
Academic,
only
1.000
1,130
1,102
1,624
2,206
485
199
495
424
1,825
635
798
2,162
1,381
619
1,155
1,303
1,130
2,177
780
468
1,001
720
929
569
15,184
14,914
20,793
6,237
305
14,268
17,634
52,470
22,628
2,475
15,988
11,016
6,914
404
465
713
708
269
133
181
257
866
353
391
748
558
191
407
387
438
676
523
207
440
518
553
212
4,578
3,636
4,312
2,952
662
3,984
2,079
10,670
4,077
1,396
4,050
3,436
3,487
484
718
1,540
1,891
570
303
525
515
1,587
924
696
1,050
679
351
503
764
595
1,037
731
281
651
652
593
302
6,983
5,668
4,561
3,396
350
7,275
1,022
6,527
4,113
1,335
5,140
5,018
4,838
No Risk
Inst
AKRN
BGSU
CINC
CINC
KENT
KENT
KENT
KENT
KENT
KENT
KENT
MIAM
MIAM
OHSU
OHSU
OHSU
OHSU
OHSU
OHUN
OHUN
OHUN
OHUN
OHUN
WSUN
AKRN
BGSU
CINC
CLEV
CNTL
KENT
MIAM
OHSU
OHUN
SHAW
TLDO
WSUN
YNGS
Campus
WAYN
FIRE
CLER
WALT
ASHT
ELIV
GEAG
SALM
STRK
TRMB
TSCR
HAML
MIDL
AGTI
LIMA
MARI
MNSF
NWRK
CHLC
EAST
LANC
STHN
ZANE
LAKE
AKRN
BGSU
CINC
CLEV
CNTL
KENT
MIAM
OHSU
OHUN
SHAW
TLDO
WSUN
YNGS
10.0%
5.8%
16.2%
Weighted Student FTE Cohort
Both
1.000
Student FTE
Cohort
351
675
1,181
1,210
778
425
318
531
1,073
878
736
593
585
113
324
541
463
605
982
248
563
895
706
147
5,001
2,319
2,640
3,770
1,189
3,797
408
4,081
1,651
1,472
3,588
3,014
4,423
2,369
2,960
5,058
6,015
2,101
1,060
1,519
1,727
5,352
2,790
2,621
4,552
3,203
1,275
2,389
2,995
2,626
4,496
3,016
1,205
2,655
2,784
2,780
1,230
31,746
26,536
32,306
16,354
2,505
29,323
21,144
73,748
32,469
6,679
28,767
22,484
19,663
1.000
Financial
Only
1.100
Academic,
Only
1.058
1,130
1,102
1,624
2,206
485
199
495
424
1,825
635
798
2,162
1,381
619
1,155
1,303
1,130
2,177
780
468
1,001
720
929
569
15,184
14,914
20,793
6,237
305
14,268
17,634
52,470
22,628
2,475
15,988
11,016
6,914
444
511
784
780
296
146
199
283
953
388
430
822
614
210
447
426
482
744
576
228
484
570
608
233
5,037
4,000
4,745
3,248
729
4,383
2,287
11,740
4,486
1,537
4,456
3,781
3,837
512
760
1,629
2,000
603
321
555
545
1,678
978
736
1,111
718
371
532
808
629
1,097
773
297
689
689
627
320
7,385
5,994
4,823
3,591
370
7,694
1,081
6,903
4,350
1,412
5,436
5,306
5,116
No Risk
Both
1.162
Weighted
Student FTE
408
785
1,372
1,406
903
494
369
617
1,247
1,020
856
689
680
132
376
628
538
703
1,141
288
655
1,039
820
171
5,810
2,694
3,067
4,379
1,381
4,411
474
4,741
1,918
1,710
4,169
3,501
5,139
2,494
3,158
5,409
6,391
2,286
1,160
1,619
1,869
5,703
3,021
2,819
4,783
3,392
1,332
2,511
3,166
2,779
4,721
3,269
1,282
2,828
3,018
2,984
1,292
33,416
27,602
33,428
17,455
2,784
30,756
21,477
75,854
33,382
7,134
30,049
23,605
21,006
Campus
Index
1.053
1.067
1.069
1.062
1.088
1.094
1.066
1.082
1.066
1.083
1.076
1.051
1.059
1.045
1.051
1.057
1.058
1.050
1.084
1.064
1.065
1.084
1.073
1.051
1.053
1.040
1.035
1.067
1.111
1.049
1.016
1.029
1.028
1.068
1.045
1.050
1.068
The campus weight is then applied to the “At-Risk” Completed FTEs as follows:
“At-Risk” for Course Completions, by model (**this represents a revision to the recommendation) =
(“At-Risk” Completed FTEs) * (Statewide Average “At-Risk” Weight) * (Campus Course Completion Index)
Using the following Statewide Model Weights:
AH 1 = 14.05%
BES 1 = 13.59%
AH 2 = 7.87%
BES 2 = 11.88%
AH 3 = 5.69%
BES 3 = 6.63%
AH 4 = 6.59%
BES 4 = 5.34%
STEM 1 = 20.18%
STEM 2 = 10.31%
STEM 3 = 9.56%
STEM 4 = 5.44%
STEM 5 = 3.79%
13
Appendix 2 – Summary of the Degree Completion Weights and Campus Index
In order to develop a campus specific degree completion index, staff analyzed student enrollment and degree
completion data over 8 years from four cohorts of degree seeking, but not necessarily full time enrolled students,
who began in FY 2000, 2001,2002, or 2003 on a university main campus. The “at-risk” factors analyzed for the
degree completions index are:
1. Students identified as being financially “at-risk”, defined as those students with an EFC less than $2190, at
any time.
2. Students identified as being academically “at-risk.” This includes students with an ACT score of less than
17 in either English or Math; OR, students who completed any developmental course in any year (at any
USO school) if an ACT score was not available.
3. Students identified as being “at-risk” based on the race/ethnicity categories of African American,
American Indian, and Hispanic.
4. Students identified as being at risk based on age, defined as students who began their first year in college
at age 23 or older.
The student level cohort data lead to the development of a campus index for degree completions that provides
additional weighting to the fifteen possible “at-risk” cohorts representing all the possible permutations of the
factors detailed above. The weightings for each “at-risk” cohort are calculated as the statewide difference in the
degree completion rate of the students with no risk factors as compared to the completion rate of the respective
“at-risk” cohorts. The campus index is then calculated as follows:
[Weighted Student Degree Cohort] / Total (Un-weighted) Student Degree Cohort
A summary of the campus degree weights and indices appears in the table on the following page.
14
Student Cohort and Campus Index Details, Degrees
Inst
AKRN
BGSU
CINC
CLEV
CNTL
KENT
MIAM
OHSU
OHUN
SHAW
TLDO
WSUN
YNGS
Case 00
1,425
3,139
3,065
468
30
2,766
4,842
6,629
3,884
187
2,552
1,571
537
Differential Degree Completion Rates, comparing degree attainment for "at-risk" cohort to the student cohort with no risk factors
5.0% 41.4% 63.0% 520.0% 252.4% 271.2% 201.0% 30.0% 46.6% 83.7% 131.8% 314.1% 683.8% 435.1% 325.5%
Case 01 Case 02 Case 03 Case 04 Case 05 Case 06 Case 07 Case 08 Case 09 Case 10 Case 11 Case 12 Case 13 Case 14 Case 15
870
961
687
108
155
69
117
73
152
110
462
9
98
11
102
1,291 1,395
632
11
11
3
13
187
130
86
169
1
1
1,181 1,198
606
133
41
30
53
146
218
191
580
6
40
10
39
305
363
336
74
46
26
37
36
96
85
332
10
35
7
33
22
2
15
3
3
2
1
138
124
44
274
6
2
1
6
1,341 1,573
820
38
48
37
40
108
128
148
297
2
9
1
9
1,261
137
41
2
239
120
41
47
1
1
3,066
563
271
11
12
5
10
487
500
192
415
4
5
2
6
1,615
559
330
11
12
5
9
122
86
31
62
2
230
164
270
34
48
16
56
7
5
4
27
5
1
2
1,248 1,107
679
69
61
18
47
121
222
148
460
13
50
3
31
814
851
485
15
18
10
16
70
102
89
318
4
9
7
351
384
307
14
47
10
38
23
39
35
90
7
16
1
16
Weighted Student Cohort Data, Degree Completions
Weighting Factor used for each respective student cohort
1.000 1.050 1.414 1.630 6.200 3.524 3.712 3.010 1.300 1.466 1.837 2.318
4.141
7.838
5.351
4.255
Case 00 Case 01 Case 02 Case 03 Case 04 Case 05 Case 06 Case 07 Case 08 Case 09 Case 10 Case 11 Case 12 Case 13 Case 14 Case 15
1,425
3,139
3,065
468
30
2,766
4,842
6,629
3,884
187
2,552
1,571
537
914
1,356
1,241
320
23
1,409
1,325
3,221
1,696
242
1,311
855
369
1,359
1,973
1,694
513
3
2,224
194
796
790
232
1,565
1,203
543
1,120
1,030
988
548
24
1,337
67
442
538
440
1,107
791
501
670
68
825
459
19
236
12
68
68
211
428
93
87
546
39
144
162
11
169
42
42
169
215
63
166
256
11
111
97
7
137
19
19
59
67
37
37
352
39
160
111
3
120
30
27
169
141
48
114
95
243
190
47
179
140
311
633
159
9
157
91
30
223
191
320
141
182
188
176
733
126
7
325
150
57
202
158
351
156
81
272
75
353
57
7
272
163
64
1,071
392
1,345
770
635
689
109
962
144
63
1,066
737
209
37
4
25
41
25
8
4
17
54
17
29
768
8
314
274
16
71
8
39
39
392
71
125
59
54
37
5
5
11
5
16
5
Total
5,409
7,069
7,537
2,289
673
7,365
6,732
12,178
6,728
1,056
6,829
4,379
1,915
434
166
140
26
38
26
9
9
132
30
68
Weighted
Total
9,531
8,651
10,990
4,285
1,269
9,809
7,122
14,020
7,559
1,848
9,801
5,920
2,941
Index
1.76
1.22
1.46
1.87
1.89
1.33
1.06
1.15
1.12
1.75
1.44
1.35
1.54
Risk Factor 1. Financial: Smallest EFC <$2190 in any year
2. Academic: ACT 17 or less in either English or Math or student completed any developmental course in any year at any school if they had no ACT score.
3. Age: Over 22 when they started college.
4. Race: African American, Hispanic or American Indian.
Case
00: No risk factor
08: Race only
01: Financial only
09: Race and Financial only
02: Academic Only
10: Race and Academic only
03: Financial and Academic only
11: Race, Financial and Academic only
04: Age only
12: Race and Age only
05: Age and Financial only
13. Race, Age and Financial only
06: Age and Academic only
14: Race, Age and Academic only
07: Age, Financial and Academic only
15: All risk factors
15