1. Appropriation Allocation Model
Ryan Low
Vice Chancellor for Finance and Administration
May 21, 2018

2. Background
Allocation

3. Background Current Allocation UM 46% USM 26% UMA 10% UMF 7% UMFK 4%
UMM 3%
UMPI 4%
Current
Allocation

4. Background

5. Allocation Model

6. Allocation Team Members
Ryan Low, Vice Chancellor for Finance & Administration, UMS
Miriam White, Vice President Budget & Financial Analysis, UMS
Claire Strickland, Chief Business Officer, UM & UMM
Laurie Gardner, Chief Business Officer, UMF
Pam Ashby, Chief Business Officer, UMFK
Buster Neel, Chief Business Officer, USM
Advisors
Robert Placido, Associate Vice Chancellor for Academic Affairs, UMS
David Jones, Financial Analyst, UMS

7. Peers
Peers
Peers

8. Peer Cost Centers & Examples of Expenses
Instruction – Nursing, English, Humanities
Research
Public Service – Center on Aging, Legal Aid Clinic, Conferencing Services
Academic Support – Library, Deans, International Program
Student Services – Recruitment/Admissions, Financial Aid Office
Institutional & Administrative Support – Business Office, Human Resources, Development
Facilities, Operations & Maintenance – Utilities, Custodial
Depreciation – Capital Assets
Student Financial Aid – Institutional Aid only

9. 3 most recent years of IPEDs spending data, adjusted for inflation, from campus peers across 9 cost centers, to create a peer average
Adjust peer averages by identifying Education & General (E&G) spending as % of all IPED’s spending in that cost center
Multiply adjusted average of peers by campus specific metric

10. 3-Year Peer Data – Instructional Cost
Per Student FTE rate

11. Calculate Peer Instructional Cost
Applied to USM Student FTE

12. 3-Year Peer Data – Academic Support
Per Student Headcount rate

13. Calculate Peer Academic Support Cost
Applied to UMPI Student Headcount

14. 3-Year Peer Data – Research
Per Student FT, Tenured, Teaching, Faculty

15. Calculate Peer Research Cost
Applied to UMA % Full-time, Tenured, Teaching Faculty FTE

16. 3-Year Peer Data – Student Services
Per Student Headcount rate

17. Calculate Peer Student Services Costs
Applied to UMaine Student Headcount

18. Calculated Peer Total Unrestricted Costs
(Excluding Auxiliary) Applied to UMFK
Instruction
$ 6,285,782
Research
16,277
Public Service
161,765
Academic Support
2,402,969
Student Services
2,877,216
Institutional & Administrative Support
3,028,834
Facilities (Operations, Maintenance)
2,369,527
Student Financial Aid
1,633,904
Depreciation & Interest
608,745
Total Unrestricted Costs
$ 19,385,020

19. Cost Share: State & Student
UGrad
Grad

20. Parity Calculation
The Disparity Factor is the inverse of the % Funded for each campus.
The Disparity Percent equals the campuses’ percentage of the sum of the Disparity Factors.

21. Dynamic Response - 1, 3, & 6 Years
USM
UMaine
UMA
UMF
UMFK
UMPI
UMM
USM
UMM
UMaine
UMPI
USM
UMaine
UMA
UMF
UMFK
UMPI
UMM
UMA
UMFK
UMF

22. What’s Next?

23. Thank You