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Discussion Items for
Task Force Meeting
Chicago, Illinois
June 20, 2008
National Center for Higher Education Management SystemsNational Center for Higher Education Management Systems3035 Center Green Drive, Suite 150 Boulder, Colorado 80301-2251
22
Public Agenda for Illinois Higher Education—Goals for College and Career Success
1. Increase Educational Attainment to Match Best-Performing U.S. States and World Countries
a. Improve Success of Students—Eliminate Racial, Ethnic and Gender Achievement Gaps
b. Increase Number of Adults Reentering Education and Completing a Postsecondary Credential
c. Reduce Geographic Disparities in Educational Attainment
2. Ensure College Affordability for Students, Families and Taxpayers
(continued)
33
Public Agenda for Illinois Higher Education—Goals for College and Career Success (continued)
3. Increase Production of Postsecondary Credentials to Meet Demands of the Economy
a. Increase Production of Certificates, Associate and Baccalaureate Degrees
b. Improve Transitions Between Associate and Baccalaureate Degree Levels
c. Increase Production of Postsecondary Degrees in Fields Critical to the Illinois Economy—e.g., Nursing and Information Technology
d. Improve Student Learning and Skill Levels to Compete Effectively in the Global Marketplace
4. Better Integrate Illinois’ Educational, Research and Innovation Assets to Meet Economic Needs of the State and Its Regions
44
Measuring Progress: Illinois Outcome/Performance
Measures
55
1. Increase Educational Attainment to Match Best-Performing U.S. States and World Countries
► Proportion of Adults Age 25-34 with Associate Degree or Higher
► Proportion of Adults Age 25-34 with Baccalaureate Degree or Higher
Benchmarked Against:
■ Best-Performing OECD Countries
■ Top 5 U.S. States
■ Selected Competitor/Neighbor States
(continued)
66
1. Increase Educational Attainment to Match Best-Performing U.S. States and World Countries (continued)
a. Improve Success of Students—Eliminate Racial, Ethnic and Gender Achievement Gaps
► Proportion of Adults Age 25-34 by Race/Ethnic Group and Gender Who Have:
> Completed High School> Attained Associate or Higher> Attained Baccalaureate or Higher
► Difference Between Whites and Each Ethnic Group for Each Attainment Level Above
Benchmarked Against:■ Illinois Trends Over Time■ Best-Performing States
(continued)
77
1. Increase Educational Attainment to Match Best-Performing U.S. States and World Countries (continued)
(continued)
b. Increase Number of Adults Reentering Education and Completing a Postsecondary Credential► Number of GEDs Awarded to Adults Age 21-44 as a
Proportion of Adults Age 21-44 with Less than a High School Diploma
► First-Time Freshmen Age 25-44 as a Proportion of Adults Age 25-44 with a High School Diploma but No College
► Degrees Awarded to Adults Age 25-44 as a Proportion of Population Age 25-44 with No College Degree
Benchmarked Against:■ Illinois Trends■ Best-Performing States
88
1. Increase Educational Attainment to Match Best-Performing U.S. States and World Countries (continued)
c. Reduce Geographic Disparities in Educational Attainment► Difference Between Highest- and Lowest-Attaining
Counties in Proportions of Individuals Who Have Attained:
> Associate Degree or Higher
> Baccalaureate Degree or Higher
Benchmarked Against:■ Illinois Trends Over Time
■ Best-Performing States
99
2. Ensure College Affordability for Students, Families and Taxpayers
► Percent of Family Income for:
■ Median Family
■ Low-Quintile Family
Required to Pay Net Cost of Attendance (Cost Less Grant Aid) at:
■ Public 4-Year
■ Private 4-Year
■ Public 2-Year
► Average Amount of Debt Per Student(continued)
1010
2. Ensure College Affordability for Students, Families and Taxpayers (continued)
► Percent of Low-Quintile Family Income Required to Pay Tuition and Required Fees at 2-Year Public Institutions
► State Tax Effort Compared to State Tax Capacity
► State and Local Appropriations Plus Tuition and Fee Revenue per FTE Student—State Share of This Total Revenue per FTE Student
Benchmarked Against:■ Illinois Trends■ Best-Performing States
1111
3. Increase Production of Postsecondary Credentials to Meet Demands of Economy
a. Increase Production of Certificates, Associate and Baccalaureate Degrees
► Produced Each Year by All Institutions in State
Benchmarked Against Illinois Trends
► Certificates and Associate Degrees Granted as a Proportion of FTE Enrollments at 2-Year Institutions
► Baccalaureate Degrees Awarded as a Proportion of FTE Undergraduate Enrollments at 4-Year Institutions (Public and Private Not-for-Profit)
Benchmarked Against:■ Illinois Trends Over Time■ Best-Performing States
(continued)
1212
3. Increase Production of Postsecondary Credentials to Meet Demands of Economy (continued)
b. Improve Transitions Between Associate and Baccalaureate Degree Levels
► Number of Students Who Achieve Transfer-Ready Status► Proportion of Students Who Achieve Transfer-Ready Status
Who Do Transfer and Complete a Degree
► Proportion of Students Who Achieve 12 SCH Who Transfer► Proportion of SCH Earned by Transfers That Are Not
Accepted as Credit for a Major► Proportion of Students with 2.0 GPA or Better—Transfers
Versus Native Students
Benchmarked Against Illinois Trends
(continued)
1313
3. Increase Production of Postsecondary Credentials to Meet Demands of Economy (continued)
a. Increase Production of Postsecondary Degrees in Fields Critical to Illinois Economy—e.g., Nursing and Information Technology
► Absolute Number of Associate, Baccalaureate and Master’s Degrees Produced Each Year in Specified Fields
– Nursing – Allied Health – IT – Others?
Benchmarked Against Illinois Trends
► Associate, Baccalaureate, Master’s and Doctoral Degrees Produced in STEM Fields as a Proportion of All Degrees Granted at Those Levels
Benchmarked Against Best-Performing States
(continued)
1414
3. Increase Production of Postsecondary Credentials to Meet Demands of Economy (continued)
d. Improve Student Learning and Skill Levels to Compete Effectively in the Global Marketplace
► Proportion of Adults Age 25-34 Assessed as Proficient in Each of the Areas of the NAAL—Data Acquired Through a State Oversample on the Exam (Scores of College Graduates Versus Non-College Graduates)
Benchmarked Against:■ Illinois Trends■ U.S. Average■ Other States for Which State Data Are Available
1515
4. Better Integrate Illinois’ Educational, Research, and Innovation Assets to Meet Economic Needs of the State and Its Regions
► Proportion of Jobs Considered to Be “Living Wage” Jobs
► Spin-Off Companies Created Per Billion Dollars of Academic Research
► ???
1616
Observations from Regional Forums
1717
Principles
► Alignment of Policy with State Goals
► Rewarding Student and Institutional Outcomes that Are Aligned with:
■ State Priorities
■ Regional Priorities
1818
The Management Cycle
State
Planning
Institution
State
Institution
Implementation
State
Accountability
Institution
1919
The Policy Tools
► Clear Direction—a “Public Agenda”
► Funding/Resource Allocation
► Accountability
► Regulation
► Policy Leadership/Allocation of Decision Authority
2020
Key Areas for Policy Alternatives
► P-20 Alignment of Standards, Curriculum, Assessments and Professional Development for:
■ Postsecondary Education
■ Work in a Living Wage Job
► Funding Policy
■ Institutional
■ Students
► Regional Strategies
► Policy Leadership
2121
Funding/Resource Allocation—Key Concepts
2222
The Flow of Funds
Economy Tax Policy
Appropriations/GrantsStudent Aid
Tuition
Scholarships &Waivers
Research and Other Grants (Restricted)Student Aid (Restricted)
Gifts
Income
Available State and Local
Govt. Funds
FederalGovernment
DonorsFoundationsCorporations
••••
K-12CorrectionsHealth CareOther Govt.
Higher Education
Students Institutions
2323
The Flow of Funds
Economy Tax Policy
Appropriations/GrantsStudent Aid
Tuition
Scholarships &Waivers
Student Aid (Restricted)
Income
Available State and Local
Govt. Funds
FederalGovernment
Higher Education
Students Institutions
2424
Criteria for Effective Higher Education Finance Policy
► Create and Maintain Necessary Institutional Capacity
► Reinforce Utilization of Capacity to Achieve State Goals
► Contributions Required Are Affordable—to Both State and Students
► Viewed as Being Fair
► Transparent
2525
Criteria from Perspective of Different Stakeholders
► Maintains Institutional Capacity► Promotes Achievement of Priority Outcomes► Affordable
► Affordability► Value
► Adequacy► Equity► Stability
State
Students
Institutions
2626
The Two Purposes of State Funding Policy
► Build Core Capacity—General Purpose Funding
► Promote Capacity Utilization Around State Priorities—Special Purpose Funding
2727
Finance Policy—The Options
Institution Focused
Student Focused
Core Capacity
Capacity Utilization/Public Agenda
Tuition and Aid PolicyFocused on
Attainment ofSpecified Outcomes
Base-Plus
Formulas
Investment Funds
Performance
Funding
Tuition and Aid Policy
Focused on
Revenue Generation
2828
Basic Questions at State Level
► How Much to Allocate
► To Which Recipients—Students or Institutions
► Using Which Mechanisms
2929
A Key Distinction
► Investment Funds
■ Capacity Building
■ A Priori
► Incentive Funds
■ Capacity Utilization
■ Post Facto
3030
Remember—All Funding Mechanisms
Provide Incentives for Behavior
Central Question:
Are the Behaviors Elicited
the Ones You Want?
3131
Regional Partnerships
► Focus on Regions as the “Community of Solution” for Getting More Students Through Education Pipeline
► Partnership:
■ Regional Community/Economic Development
■ Higher Education
■ P-12
► Use of State Funding to Provide Incentives for Regional Strategies
3232
Student Financial Aid
► Align Student Aid, Tuition and Appropriations
► Implement a Shared Responsibility Model for Student Aid with:
■ Student Making Initial Commitment
■ State Making Last Dollar Commitment
► Link Student Financial Aid to Incentives for Students Beginning at 7th and 8th Grades
3333
Policy Leadership
► Key Point: Must Have a Means to Keep Agenda on Track
■ Legislative Ownership of Long-Term Agenda
■ Linking Budget and Appropriations to Goals
■ Holding Institutions/Systems Accountable
■ Sustaining Agenda Over Changes in Political Leadership and Economic Conditions
3434
The Policy Options
Planning/Priorities Finance Accountability Regulation Governance
Increase Educational Attainment
Ensure College Affordability
Increase Production of Postsecondary Credentials
Link Educational, Research and Innovation Assets to Economic Development