Issues on Recruitment

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Issues on Recruitment

• The new funding formula (revised August 2003)
• The current size and shape of the University

G R Barnes Management Information, August 2005
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Sources of HE Funding
Estimated proportions for system as a whole
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Division of HE Budget
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Block Grants
Historical proportions, subject to change
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Earmarked Funds
Historical proportions, subject to change
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Distribution of the Budget
6.5 increase from 2004/05 to 2005/06 (before
inflation)
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Teaching Input Grants

• Teaching inputs derived from
• FTE enrolled students in year N-2
• Adjusted for approved plan for year N
• Funding grid of CESM categories, course levels,
  and mode of tuition
• Capped for 2006 to 2007 (thus 2009)

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11 of the 23 (48) have decreased in shares
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Funding Groups
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Weightings per Course Level
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Weighting factors
Note distance funded at 50
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Migration Strategy

• The new formula is to be phased in over three
  years
• In 2004, both the old formula and the new are
  used
• Formulae are applied to flatten out peaks and
  valleys in the grant to institutions

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Size Shape

• Race
• Gender
• Delivery mode
• Under Post Grads
• DOE benchmarks

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Race Distribution
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Gender Distribution
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Delivery Mode
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Under Post Grads
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Qualification type
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Grad rates
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Field of study

• Note According to DOE benchmarks, SET and
  Business Management should comprise 60 of the
  total enrolled FTEs

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Summary

• The capping of FTEs to 2007 means changes to
  CESMs will not affect overall subsidy
• The capping does not affect output
• Target post graduate enrolments
• Target throughput

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• DOE documents on MI website
• www.ukzn.ac.za/dmi
• Thank you.

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Teaching Output Weightings
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Government Overview
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Allocation Overview
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Teaching Output Grants

• Teaching outputs are derived from
• Total of non-research graduates in N-2
• Excludes Research M and D Graduates
• Normative total according to national benchmarks
• Added August 2003
• Funding grid of course levels

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Graduation Benchmarks
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Teaching Development Grants

• Where an institutions actual number of graduates
  in year N-2 is lower than the normative total,
  the institution may apply for a three-year
  teaching development grant
• Teaching development grants will be funded from
  the difference between institutions actual and
  normative totals for graduates

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Research Output Grants

• Derived from
• Research masters and doctoral graduates in year
  N-2
• Research publication units in N-2
• Normative total according to national benchmarks

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Research Weightings
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Research Benchmark
Ratio of weighted publication units to
permanently appointed instruction/research staff
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Research Development Grants

• Where an institutions actual number of research
  graduates in year N-2 is lower than the normative
  total, the institution may apply for a three-year
  research development grant
• Research development grants will be funded from
  the difference between institutions actual and
  normative totals for research graduates

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Institutional Factor Grants

• These factors are for
• Disadvantage
• Approved size of institution
• Approved shape of institutiondropped from August
  2003 version

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Disadvantaged Students

• African and Coloured students
• South African citizens
• In contact education programmes
• Calculation is made of the proportion these
  students constitute of the total unweighted FTE
  contact student enrolment in year N-2
• This factor is added to the teaching input grant
  of the institution

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Disadvantaged Students
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Institutional Size

• Meant to take account of economies of scale
• Additional input grants are made to smaller
  institutions

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Institutional Size
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Foundation Programmes

• Application can be made for funding, for a
  three-year period
• Subsequent grants will be dependent on
  institutional achievements in FPs
• The total FTE students to be funded in FPs will
  be 15 of FTE enrolled first-time entering
  undergraduates in contact education programmes