In this report, we examined five kinds of equity-focused metrics in state OBF policies to determine the extent to which states prioritize the enrollment and success of students of color and students from low-income backgrounds:
- Enrollment metrics for students of color
- Success metrics for students of color
- Enrollment metrics for students from low-income backgrounds
- Success metrics for students from low-income backgrounds
- Metrics related to campus racial climate
While the inclusion of these metrics in policies is essential, how they are deployed is equally as important. Therefore, we also considered whether the metrics were mandatory, optional, or weighted. Weighted metrics are the most ideal. These are mandatory and are given additional value, so strong institutional performance on a weighted metric would garner greater advantage or funding.
Two-Year Institutions
Montana adopted outcomes-based funding in 2013. It is allocated as base funding annually.
The Montana University System has adopted a performance funding model to augment the allocation methodology for distributing state appropriations to the MUS campuses. The performance funding model will be used to allocate $30M of state appropriations ($15M in both fiscal years 2016 and 2017), approximately 8% of the total state appropriation to the MUS educational units. Montana uses different metrics for two- and four-year institutions. Two-year institutions are measured by:
- Degrees and certificates awarded
- Retention rates
- Dual enrollment
- Remedial success
- Credit accumulation
- Underrepresented/At-risk retention rates
- Underrepresented/At-risk certificates awarded
Underrepresented/at-risk populations measured include: 1) American Indians, 2) students from low-income backgrounds (Pell recipients), veterans, and nontraditional students (25 years or older)
Montana’s OBF policy includes metrics for special populations such as American Indians, veterans, and adult and nontraditional students. The policy does not have a campus climate metric.
The policy is overseen by the Montana University System Board of Regents. To learn more, visit https://mus.edu/data/performancefunding/MUS-Performance-Funding-Criteria.pdf
Two-Year Institutions |
|
| Enrollment of Students of Color | None |
| Success of Students of Color | Mandatory |
| Enrollment of Students from Low-Income Backgrounds | None |
| Success of Students from Low-Income Backgrounds | Mandatory |
| Measure Related to Campus Climate | None |
Four-Year Institutions
Montana adopted outcomes-based funding in 2013. It is allocated as base funding annually.
The Montana University System has adopted a performance funding model to augment the allocation methodology for distributing state appropriations to the MUS campuses. The performance funding model will be used to allocate $30M of state appropriations ($15M in both fiscal years 2016 and 2017), approximately 8% of the total state appropriation to the MUS educational units. Montana uses different metrics for two- and four-year institutions. Four-year institutions are measured by:
- Undergraduate degrees & certificates awarded
- Retention rates
- Underrepresented/At-risk retention rates
- Underrepresented/At-risk certificates awarded
- Graduate-level degrees awarded (specific to flagships)
- Research expenditures (specific to flagships)
- Master’s-level degrees awarded (four-year regional)
- Dual enrollment (four-year regional)
Underrepresented/At-risk populations measured include: 1) American Indians, 2) students from low-income backgrounds (Pell recipients), veterans, and nontraditional students (25 years or older)
Montana’s OBF policy includes metrics for special populations such as American Indians, veterans, and adult and nontraditional students. The policy does not have a campus climate metric.
The policy is overseen by the Montana University System Board of Regents. To learn more, visit https://mus.edu/data/performancefunding/MUS-Performance-Funding-Criteria.pdf
Four-Year Institutions |
|
| Enrollment of Students of Color | None |
| Success of Students of Color | Mandatory |
| Enrollment of Students From Low-Income Backgrounds | None |
| Success of Students From Low-Income Backgrounds | Mandatory |
| Measure Related to Campus Climate | None |
