In 1965, Congress established Title I, Part A (herein referred to as Title I) as a part of the landmark Elementary and Secondary Education Act (ESEA). Congress noted two issues that it hoped to address through Title I funding: schools needed additional financial assistance to provide services to children in low-income families, and school…

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…

Summarizes the development of a library staffing formula for Virginia academic libraries that meets resources constraints and accepted library standards. References are provided. (RAA)

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…

Libraries have always had to determine how to allocate resources for the purpose of purchasing materials. As budgets shrink and as information becomes more open, objective methods of allocating funds become more attractive. This Clip Note examines the use of formulas in the smaller institution academic environment. It identifies elements used in…

A study of the Supplemental Educational Opportunity Grants program in the 1980-81 award period revealed that the state allotment formula produces a distribution of funds that undermines, rather than supports, the SEOG program's statutory purpose of delivering funds to needy students. (MLW)

This paper analyzes alternative approaches to allocating Chapter I funds for the education of disadvantaged children. The paper begins with a short discussion of the traditional method of distributing funds to districts on the basis of low-income student representation and then considers how changes in the poverty count from the 1970 to the 1980…

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)

Discusses the pressure placed on research libraries to maintain a balanced collection of serials and monographs, and presents an allocation formula for serial versus monograph budgeting. The formula is based on the findings of over 50 studies that used citation analysis to determine the actual percentage of serials versus monographs used by…

Many colleges and universities set spending from endowment at a fixed fraction of its market value. Analysis of this policy suggests that the maximum permissible spending fraction is related to the institution's target growth rate and the endowment's real return. Mathematical formulas and charts specifying this relationship are offered. (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)

One of the most critical components of the college or university chief financial officer's job is budget planning, especially using formulas. A discussion of funding formulas looks at advantages, disadvantages, and types of formulas used by states in budgeting for higher education, and examines how chief financial officers can position the campus…

This technical report attempts to (1) provide information on issues and factors involved in analyzing extended degree costs; (2) provide brief explanation of how cost-related tools have been used in allocation of resources in similar degree programs; (3) indicate the types of information that are needed in making cost analysis of the extended…