OAR 715-013-0040: Public University Support Fund Distribution Factors

(1) Purpose – The purpose of this rule is to list the relative weights and values of factors to be used in the Student Success and Completion Model calculation as defined in OAR 715-013-0025. All terms are defined as they are in Section 1 of OAR 715-013-0025. (2) The following section contains calculations and information necessary to make mission support payments. (a) Base Payment - Each university shall receive a base payment of $2.9 million annually. In addition, any university with less than 4,000 total resident FTE, based on a three-year rolling average as measured by fall, fourth-week enrollment, shall receive an economy of scale allocation of $1,400 for the number of FTE which is the difference between their total resident FTE count and 4,000 multiplied by the size factor relevant to their institution as listed below; (A) 0–750 FTE 1.3513; (B) 751–1,250 FTE 1.2784; (C) 1,251–1,750 FTE 1.2062; (D) 1,751–2,250 FTE 1.1347; (E) 2,251–2,750 FTE 1.0641; (F) 2,751–3,250 FTE 1.0108; (G) 3,251–3,750 FTE 1.0081; (H) 3,751–4,000 FTE 1.0054 (b) Regional Access - Each university, as well as Oregon State University’s Cascades Campus, with less than 4,000 total resident FTE, based on a three-year rolling average as measured by fall, fourth-week enrollment, shall qualify to receive regional access funding and shall receive $1,000 per total resident FTE. In addition, each qualifying university or campus shall receive an additional $1,200 for each total resident FTE below 4,000 multiplied by the size factor in subsection (a), up to a maximum of $2.2 million per institution. (c) General Research Support - Each university shall receive funds for general research support. The amount received shall be based on each university’s three-year average of federal research expenditures as reported to the National Center for Education Statistics (NCES). Each university shall receive a proportional share of the available funds based on their relative averages as outlined above; however, the amount received by each university shall not exceed $2.5 million annually. The available funding for this section is capped at $5 million per year, may not be fully allocated based on this calculation methodology, and may be proportionally altered based on the total funding available for mission support. (d) Public Service Support - Each university, as well as Oregon State University’s Cascades Campus, shall receive $330 per total resident FTE, based on a three-year rolling average as measured by fall, fourth-week enrollment, up to a cap of $4.7 million per institution. (3) The relative cost weights for Student Credit Hours (SCH) completions shall be as referenced in Table 1. Any SCH earned in CIPs not designated at below the two-digit level shall revert to the cost weights designated at the two or four-digit level as determined by HECC staff. (4) The relative weighting for degree completions by resident students, by degree level, shall be as referenced in Table 2. (5) The Cost Weighting factors for degree completion are determined by Classification of Instructional Programs (CIP) code and degree level and shall be as referenced in Table 3. Any degrees earned in CIPs not designated at below the two-digit level shall revert to the cost weights designated at the two or four-digit level as determined by HECC staff. (6) The degree areas of particular interest to the state are the following CIPs and they shall be given the additional allocation points as referenced in Table 4. (7) The additional weights to Bachelor’s degree completions by resident students who are members of one or more Targeted Student Populations shall be as referenced in Table 5. (8) Weights for Bachelor’s Degrees awarded to transfer students shall be discounted as reference in Table 6. All transfer degrees awarded to community college transfers shall be awarded an additional bonus of 37.5%. (9) A hold harmless provision shall be implemented during FY2022 only in which the annual change in the PUSF allocation from FY2021 to FY2022 to any one institution will not decline. This provision will be implemented during the second quarterly distribution in FY2022 thereby affecting all quarterly distributions during FY2022 with the exception of the first quarterly distribution. A one-time adjustment, also known as a settle up, will be applied during the second quarterly distribution. The hold harmless calculation will account for funding appropriated outside the PUSF in state programs for the FY2021-23 biennium that had previously been funded within the PUSF. (10) Notwithstanding any provision to the contrary, and for funding distributions which are based on student data that most recently includes the 2021-2022 academic year, 2022-2023 academic year, or 2023-2024 academic year, the calculation specifically for Eastern Oregon University will exclude data pertaining to students who legally entered the United States under the Compact of Free Association Treaty (COFA) and who meet the requirements of ORS 352.287. Any funding Eastern Oregon University would have received under the formula for COFA students will then be distributed to the other public universities. [ED. NOTE: To view attachments referenced in rule text, click here to view rule.]