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…

lllinois's school finance reform goals may be achieved by providing property tax relief and increasing state funding out of income tax receipts, relying primarily on the state's growth dividend. Distributing the largesse of growth to poor districts over time minimizes richer citizens' sense of fiscal loss, making reform more politically palatable.…

Shows how reducing the recapture provision in a property-tax-dependent education-funding formula adversely affected fiscal equality in Alberta, Canada, from 1974 through 1992. An alternative plan would have recaptured .77 percent more of the funds in 1992. Another plan (full tax-base recapture) would ensure equitable distribution, compared to full…

Critical analysis of historical financial data of the Calgary Board of Education (CBE) examined the impact of Alberta's 1994 funding changes on the CBE and the distribution of Alberta's education funding. Findings illustrate how funding mechanisms are used to govern from a distance and how seemingly neutral accounting/funding techniques function…

The fight over school funding in most states involves a long battle in the courts that may span several years and never have a definitive endpoint because resistance to adequate funding of public schools appears to be endemic to government processes. The "DeRolph" case, first filed by the plaintiffs in December 1991, is one such legal…

This is a summary of a paper prepared for a conference on the White Paper of 2003, sponsored by The Center for Studies in Higher Education, UC Berkeley, and OxCHEPS, New College, Oxford, in Oxford, 28-30 September 2004. It offers reflection on the history of the relationship between British higher education and various British governments since…

IDEA Part B funds have more than doubled between the 1999 and 2003 fiscal years, from $4.3 billion to $8.9 billion. This is an increase from 8% to 13% of total special education spending. Increases in federal funds can theoretically support "program growth" by providing fiscal relief to states and districts facing rising special…

Several methods exist for financing and sustaining operations of school-based health centers (SBHCs). Promising sources of funds include private grants, federal grants, and state funding. Recently, federal regulation changes mandated that federal funding specifically for SBHCs go only to SBHCs affiliated with a Federally Qualified Health Center…

In the standards-based education reforms of today, an important question is how much it will cost for all--or almost all--students to reach state-determined proficiency levels? School finance adequacy seeks to determine that cost. Four models have been developed to estimate the costs of adequacy. Two of them--the professional judgment and the…

This article introduces the issue of articles on research assessments and rankings. It focuses on the British Research Assessment Exercises (RAEs) and New Zealand's Performance Based Research Fund (PBRF). It contrasts these with systems that are not tied to funding formulas and emphasise quality enhancement rather than quality assurance. It…

This study examined the allocation of government research grants to universities in the United Kingdom in the context of the current funding system which distributes such grants based on universities' performance in the marketplace. Marketplace performance indicators include academic staff and postgraduate student counts, grants from Research…

This report summarizes recommendations by New Mexico's Commission on Higher Education for funding the state's two- and four-year colleges in fiscal year 1997-98. Following a preface reviewing the 3-year policy framework and priorities used by the Commission in making its funding recommendations, the first section provides a summary of the…

In the Hawkins-Stafford Elementary and Secondary School Improvement Amendments of 1988, Congress directed the U.S. Department of Education (ED) to conduct a study of methods used to allocate federal elementary and secondary education grants among the states. This document, the final report on that study, assesses grant distribution funding…

Instead of adopting an entirely new school finance system to replace an inequitable system threatened by lawsuits, the Arkansas legislature has chosen to repair Act 34 of 1983. Two major changes enacted in 1993 (recalculation of state aid for districts experiencing growth and a change in a district's real property charges when calculating state…

Information is provided on the budgeting formula developed for funding Alaska's community colleges. After the history of formula budgeting is discussed, its purposes are highlighted (i.e., to provide equity of funding among the community colleges; to reduce uncertainty in and to simplify the budgeting process; and to provide for more local…