In 1998, the West Report on tertiary education considered proposals for changing the proportion of funds given to universities on the basis of two criteria: research and teaching. An article by David Phillips, a former Head of the Higher Education Division of the Department of Employment, Education, Training and Youth Affairs, on the consequences…

In the "Sydney Morning Herald" of 23 March 2005, Ross Gittins argued that the funding arrangements for private schools positively encourage parents to move their children from the state system. The then Federal Minister for Education, Dr Brendan Nelson, in a letter to the "Herald" of 25-27 March, responded by saying that 68% of…

A web-based formula-driven tool has been developed for the purpose of performing two distinct academic department budgeting functions: allocation funding to the department, and budget management by the department. The tool's major features are discussed and its uses demonstrated. The tool's advantages are presented. (Contains 10 figures.)

In this appendix to the study of subcounty allocation of Title I of the Elementary and Secondary Education Act, state by state profiles of subcounty allocation are provided. The allocation formula and procedures used by each state for fiscal year 1977 are explained. Other data for each state, such as number of school districts and counties which…

A model is described that allows for assessment of alternative funding formulas for postsecondary education systems. Emphasis is on the extent to which marginal funding proposals can offer a viable alternative to traditional linear enrollment driven formulas. The model operates at a statewide level but may be useful at other levels. (MSE)

New Jersey abandoned formula funding of higher education in favor of incentive funding combined with base budgeting. State institutions receive basic operating funds and compete for extra monies by planning initiatives for problems on which state leaders want more action. Incentive funding has cost little and improved quality noticeably. (MSE)

A state-level library acquisitions model is described, and the results of a two-year implementation by Colorado appropriating agencies are analyzed. The model was developed to address two problems: (1) determining library collection standards for each campus; and (2) presenting campus acquisition needs in a way that differentiated campus roles and…

A computerized faculty allocation and reallocation model is presented to aid the decision maker in evaluating the outcomes of various strategies. A unique goal can be computed for each department based on the average index of the institution, the average of the college, the preceding average of the department, and a goal established by management…

Discusses the need at the University of Southern Mississippi library to review resource allocations among serials, monographs and standing orders, and to select an allocation formula. The supply and demand formula used, its implementation, and results in departmental purchasing power are described. (four references) (EA)

This report examines New York State's experience with multi-element formulas in budgeting for the State University of New York, and considers some of the obstacles confronting scientific budgeting in a political environment. A specific budgeting formula (the Academic Discipline Model) is examined, its evolution and application discussed, and the…

Results of a staff study concerning the State of Washington's existing budget formula for instruction for higher education are discussed, and areas where inconsistencies and/or inequities exist are examined. The instructional formula does not include all instructional activities: health sciences, special sessions, community and extension…

Discussion of European funding models for higher education looks first at different funding mechanisms used in several countries, with particular attention to formula funding and its increasing use. Institutional responses to differing financial and planning environments are noted, particularly when circumstances produce unwanted outcomes.…

Observations are provided on the current state of student financial assistance and governance of higher education in Louisiana, and how these two areas affect broader issues in higher education. Briefly discussed are the history of student aid in the state; changes in tuition and fees; coordination of student aid programs and charges; allocation…

The development and use of the faculty staffing forumla for Colorado, prepared by the Association of Public College and University Presidents (APCUP), is examined, and a recent major attempt to update or modify the formula is described, along with the outcome. Based on the work of representatives from many campuses, a large scale computer…