Higher Education Finance

Higher Education In The Digital Age: A U.S. Perspective On Why Accurate Predictions May Be Difficult

Diane Harley
2001

This paper analyzes some of the ways in which Information and Communication Technologies (ICTs) are being employed as possible solutions to the triad of pressures facing US research universities: (a) holding down costs, (b) providing access to an increasingly diverse demographic, and (c) maintaining quality. It presents the preliminary results of a large research project investigating the economic and pedagogical impacts of technology enhancements in a large lecture course at the University of California, Berkeley. Findings from this study, as well as a review of activities taking...

Straight Talk on Student Loans, by Robert Shireman

Robert Shireman
2004

The federal government provides student loans for college and graduate school in two ways: by guaranteeing bank loans, and by lending directly to students. In the guaranteed loan program, banks lend students money and profit from the interest payments while the government guarantees the loans against default and makes subsidy payments to the banks. In the direct loan system, the government provides low-interest loans directly to students, using borrower interest payments to help cover the costs of the program. There have been numerous audits and investigations of both the direct and...

UC Berkeley's Adaptations to the Crisis of Public Higher Education in the US: Privatization? Commercialization? Or Hybridization? by George W. Breslauer

George W. Breslauer
2013

The University of California at Berkeley now delivers more to the public of California than it ever has, and it does this on the basis of proportionally less funding by the State government than it has ever received. This claim may come as a surprise, since it is often said that Berkeley is in the process of privatizing, becoming less of a public university and more in the service of private interests. To the contrary, as the State’s commitment to higher education and social-welfare programs has declined, UC Berkeley has struggled to preserve and even expand its public role, while...

College Affordability and the Emergence of Progressive Tuition Models: Are New Financial Aid Policies at Major Public Universities Working? by Patrick A. Lapid and John Aubrey Douglass

Patrick A. Lapid
John Aubrey Douglass
2016

In an era of significant disinvestment in public higher education by state governments, many public universities are moving toward a “progressive tuition model” that attempts to invest approximately one-third of tuition income into institutional financial aid for lower-income and middle-class students. The objective is to mitigate the cost of tuition and keep college affordable. But is this model as currently formulated working? What levels of financial stress are students of all income groups experiencing? And are they changing their behaviors? Utilizing data...

POLICY OPTIONS FOR UNIVERSITY OF CALIFORNIA BUDGETING

Charles E. Young
2011

Within a quarter century after the end of World War II (1945-1970), largely because of the support and investment it received from the State, the University of California had changed from two modest-size general campuses (Berkeley and Los Angeles) and the medical campus in San Francisco (UCSF), to a system of eight general campuses. California was at the pinnacle of its success-its economy strong and growing. Since then, however, the fiscal and political problems facing California have led to a steady erosion in funding support for the University of California, and now are leading to...

The Effect of Selective Public Research University Enrollment: Evidence from California, by Zachary Bleemer

Zachary Bleemer
2018
What are the benefits and costs of attending a selective public research university instead of a less-selective university or college? This study examines the 2001-2011 Eligibility in the Local Context (ELC) program, which guaranteed University of California admission to students in the top four percent of California high school classes. Employing a regression discontinuity design, I estimate that ELC pulled 8 percent of marginally-admitted students into four "Absorbing'' UC campuses from less-competitive public institutions in California. Those ELC compliers had lower SAT scores and family...

Doing Much More with Less: Implementing Operational Excellence at UC Berkeley by Andrew J. Szeri, Richard Lyons, Peggy Huston, and John Wilton

Andrew J. Szeri
Richard Lyons
Peggy Huston
John Wilton
2013

Universities are undergoing historic change, from the sharp downward shift in government funding to widespread demands to document performance. At the University of California Berkeley, this led to an operational change effort unlike any the university had ever attempted, dubbed Operational Excellence. The authors describe their experiences designing and leading this change effort, with emphasis on practical advice for similar efforts at other universities.

California's Fiscal Returns on Investments in Higher Education by Jon Stiles, Michael Hout, and Henry Brady

Jon Stiles
Michael Hout
Henry Brady
2012

The ongoing budget crisis in California raises many questions about the most effective ways to allocate resources in ways which sustain future investments. In this paper, we consider two questions: What are the benefits to the state for investing in higher education? And, how do current educational investments create an environment which supports future needs? Drawing on current and historic data on returns to education for individuals, income tax regimes, state investments in higher education, progress and completion patterns, and mechanisms which translate individual impacts into...

Politics, Markets, And University Costs Financing Universities In The Current Era

Roger L. Geiger
2000

The purpose of this study is to determine the factors shaping the financing of the principal universities of the United States, and to explore the consequences for institutions and for students. Revenues are the lifeblood of these or any other universities. The level of resources that universities command from society determines the level and scope of their activities, and who provides these resources greatly affects their behavior. Moreover, where resources are concerned, both inequality and inconsistency have been the rule. During the 1980s, universities generally were able to lift...

The Dynamics of Variable Fees: Exploring Institutional and Public Policy Responses, by David Ward and John Aubrey Douglass

David Ward
John Aubrey Douglass
2005

Variable fees at the graduate and undergraduate levels are a topic of discussion in the US and in the EU as part of a larger movement towards increasing the role of fees in the funding of public universities. This essay describes this relatively new shift and its causes, outlines various funding models related to fee levels, and discusses the possible policy implications of variable fee structures. Here we argue that much of the movement toward increased fees in places such as the US and the UK is being pursued incrementally, without an adequate discussion of the long-term...