Study Abroad Presentation - Financial Planning & Analysis

Report
Office of International Affairs
Study Abroad
Study Abroad
Office of International Affairs
Presentation to Senate Fiscal Committee
Grace Johnson, Director of Study Abroad
Linda Montaño, Director of Business Operations
Dieter Wanner, Associate Provost
for Global Strategies and International Affairs
Office of International Affairs
Study Abroad
Presentation Outline
I. Mission & Objectives of Study Abroad
II. Program Overview
i. Programs and Participation
ii. Services
iii. Operations
III. CIC Benchmark Information
IV. Models
V. Needs and Issues
VI. Exchanges
VII. Conclusion
2
Office of International Affairs
Study Abroad
Ohio State’s Vision and Goals
Vision
An International Educational Experience (“Study Abroad”) is
academically meaningful, financially accessible, and integrated
into a standard time-to-degree framework for all Ohio State
students.
Foundations
•
President’s goal of a globally engaged institution
– Passport initiative, 50% participation target for study abroad
•
President’s and Provost’s Council on Strategic Internationalization
– Goals of June 2009 Report
•
Vice Provost for Global Strategies and International Affairs
– Internationalization Strategies
•
Ohio Board of Regents’ and national priorities
3
Office of International Affairs
Study Abroad
Ohio State International Strategy
• Two dimensions of institutional global engagement
– Internationalizing the learning experience
– Global Gateways strategy
• Internationalizing the learning experience –
Education Abroad
– Study Abroad, Student Exchanges, Internships, Service Learning,
Individual Research Projects, and collaborative degree
opportunities
• Making education abroad possible
–
–
–
–
Academic integration in curriculum
Structures to carry it out
Resources to sustain efforts
Requires constructive and forward-looking cooperation
4
Office of International Affairs
Study Abroad
Study Abroad Unit Mission
The Study Abroad Unit in the Office of International Affairs provides
access for all Ohio State students to high quality international
learning experiences of academic relevance.
The Study Abroad Unit accomplishes this mission by providing
University-wide
– Access
– Efficient and compliant administration
– Program quality and sustainability
– Risk oversight
5
Office of International Affairs
Study Abroad
Number and Type of Programs
Managed/Coordinated by Study Abroad
(Summer 2011 – May 2013)
Ohio State sponsored (institutional) programs
134+
Third-Party Provider/Direct Enroll/and
Individualized study abroad in locations
worldwide
70+
Active Student Exchange Agreements
50+
Total programs
254+
6
Office of International Affairs
Study Abroad
Student Participation by Program Type
170
Ohio State
Sponsored/Institutional
Programs and
Exchanges
Third Party
Provider/Direct
Enroll/Individualized
Study Abroad
1,775
Institute for International Education
2009-10 Open Doors Report
Total: 1,945 Students
7
Office of International Affairs
Study Abroad
Planned Ohio State Sponsored
(Institutional) Programs by College
(Summer 2011 – May 2013)
Arts and Sciences
Fisher College of Business
24
Engineering
Education and Human Ecology
3
1
1
2
2
Nursing
Law
7
82
Pharmacy
Public Health
10
2
Medicine
Food, Agricultural, and Environmental
Sciences
Total: 134+ Programs
8
Office of International Affairs
Study Abroad
Historical Student Participation
by Major/College
Arts and Sciences
53 12 42
Education and Human Ecology
158
834
369
Engineering
FAES
Fisher College of Business
164
201
112
Health Sciences
Law
Veterinary Medicine
Institute for International Education
2009-10 Open Doors Report
Total: 1,945 Students
Other
9
Office of International Affairs
Study Abroad
Participation by Class Rank
44
104
199
204
333
308
Freshman
Sophomore
Junior
Senior
Masters
Doctorate
Professional
753
Institute for International Education
2009-10 Open Doors Report
Total: 1,945 Students
10
Office of International Affairs
Study Abroad
Study Abroad Organizational Chart
Office of
International Affairs
Director
Study Abroad
(1 FTE)
Administrative
Services
Coordinator
and Advising Services
Business
Services
(3.5 FTE)
(9.6 FTE)
(2.8FTE)
11
Office of International Affairs
Study Abroad
Staffing and Core Functions
Coordinating and
Advising Services
 Managerial budgets
 Source and coordinate program travel
arrangements/ in-country services
 Third Party Provider Programs
 Direct Enroll Programs
 Individualized Study Abroad Programs
 Student Exchange Programs
 Independent student travel programs
 Program recruitment and promotion
 Study Abroad Expo
 Health and safety pre-departure
orientation
 Risk management training
 Advising services for students
 Budgets for Student Financial Aid
 Final grades processing
 Consulting services/ best practices for
academic units
 Risk assessment
 Emergency response
Administrative Services
 Manage and maintain study abroad
application on SIS
 Study abroad registration in placeholder
course
 Batch file program fees
 Supplemental insurance registration
 Disciplinary clearance with Office of
Student Conduct
 Emergency data base
 Statistics and reporting
Business Services
 Travel and cash advance processing;
provide financial orientation to resident
directors
 Travel expense reconciliation and
reimbursement processing
 Program purchasing and payments
 Managerial Accounting
 Financial Accounting
12
Office of International Affairs
Study Abroad
Study Abroad Funding
Sources*
PBA
Application Fees
Program Fees
Total
Amount
4,019,107
220,787
3,150,787
7,390,681
Uses
Salaries
Benefits
Operating
Exchange Tuition
Emergency/Contingency/Reserve
Programs *
Total
Amount
728,698
237,462
96,510
555,756
691,260
5,080,995
7,390,681
* Does not include restricted funds, cash carryforward, or encumbrances. Revenues
and expenses for programs may cross up to three fiscal years.
13
Office of International Affairs
Study Abroad
Sources
Application
Fees
3%
PBA
54%
Program Fees
43%
Uses
Programs *
69%
Emergency/
Contingency/
Reserve
9%
Exchange
Tuition
8%
Operating
1%
Benefits Salaries
3%
10%
14
Office of International Affairs
Study Abroad
Office of International Affairs
Study Abroad
CIC Benchmark Survey
(7 of 11 responded)
Services
•
•
•
Most universities provide central consulting, risk
management and reporting
Most universities provide both central and local
administration of scholarships and subsidies
There is no clear majority for advising or program
management
Funding
•
•
Only Ohio State using credit hours as a distribution
mechanism
Most universities are breaking even overall, but not
necessarily on any one type of program; same for Ohio State
16
Office of International Affairs
Study Abroad
Study Abroad Services
Study Abroad Unit
(Service provided
Centrally)
Advising and Outreach
Consulting on Industry Best
Practices
Risk Management
Reporting and Statistics
Program Management
(most programs managed
centrally)
Academic
College/Department
(Service provided
Locally)
Scholarships
and
Subsidies
Academic Advising
The major contribution provided by the
colleges/departments to study abroad is
academic content
17
Office of International Affairs
Study Abroad
Funding Models
Model
Revenues
Expenses
Centralized
Centralized
Centralized
Mixed
Decentralized
Centralized
Decentralized
Decentralized
Decentralized
Office of International Affairs
Study Abroad
Revenue-Expenditure Flow Model 1
Model 1
Centralized
Flows
Revenues centralized
Revenues flow directly to
Study Abroad Office
Expenditures centralized
Services and payments
provided by Study Abroad
Office
Pro






Sustainability
Cost efficiency
Processing efficiency
Economy of scale
Flexibility
Academic unit control
of curriculum
 Quality program
management and
compliance
 Safety and risk
management
Con
 Requires diligence in
costing instruction
 Exception to the flow
of credit hour
generated revenues to
colleges
19
Office of International Affairs
Study Abroad
S
o
u
r
c
e
s
The Study Abroad Dollar -- Source & Uses
1
Model 1: Centralized Revenues & Expenditures
PBA .54 .
$1
Fees.46
0
1
Uses
Salaries
Benefits
Operating
Exchange Tuition
Emergency/Contingency/Reserve
Programs
20
Office of International Affairs
Study Abroad
Revenue-Expenditure Flow Model 2
21
Office of International Affairs
Study Abroad
Arts and Sciences
Education and
Human Ecology
Dentistry
Veterinary
Pharmacy
John Glenn
Business
S
o
u
1
r
c
e
Law
Engineering
FAES
Social Work
Optometry
Medicine
Lima
Nursing
Mansfield
Public Health
Newark
Marion
MODEL 2: Decentralized PBA,
PBA
$1
Fees
0
1
Uses
Salaries
Benefits
Operating
Exchange Tuition
Emergency/Contingency/Reserve
Programs
22
Office of International Affairs
Study Abroad
Revenue-Expenditure Flow Model 3
23
Office of International Affairs
Study Abroad
Social Work
Law
Engineering
Education and
Human Ecology
Dentistry
Arts and Sciences
MODEL 3: DECENTRALIZED
Revenues & Expenses
Medicine
Public Health
Business
Nursing
Marion
Optometry
Veterinary
Medicine
FAES
Newark
Pharmacy
Mansfield
John Glenn School
Lima
Office of International Affairs
Study Abroad
Sources
Application
Fees
3%
PBA
54%
Program Fees
43%
Uses
Programs *
69%
Emergency/
Contingency/
Reserve
9%
Exchange
Tuition
8%
Operating
1%
Benefits Salaries
3%
10%
25
Office of International Affairs
Study Abroad
Addressing Issues
•
Program design, curriculum oversight, outsourcing decisions
– By faculty in academic departments
•
Program Revenue Sharing
– All funds support creation, delivery and administration of programs
– No excess revenues available to share
•
Instructional and development costs
– May be included in budget worksheet (variably used by units)
– Will increase cost of the program to students (shared expenses)
– Full cost recovery mandatory at institutional level
26
Office of International Affairs
Study Abroad
Student Exchanges
Office of International Affairs
Study Abroad
Student Exchanges
• Calibrated exchanges provide few students with a
long-term, deep international learning experience
• Reciprocal, one-on-one balancing, program specific,
contractually regulated
• Students pay tuition at their respective home
institution only
• Instructional effort at each institution is covered by
standard tuition payment by outbound student
• No funds transferred between institutions
28
Office of International Affairs
Study Abroad
Current Model
• Funds use
– OIA is charged in-state tuition for all inbound exchange
students
• Source of funding (in theory)
– IS 697 (NMR – Tax) from outbound exchange students
• Exchanges deplete PBA funds used for study abroad
but affect only a small number of students
– 7% participation for 14% of PBA use
• Exchanges are cumbersome for departments,
onerous to administer and fund for OIA
29
Office of International Affairs
Study Abroad
Proposed Modified Model
• Eliminate tuition charge to OIA for inbound exchange
students
• All outbound exchange students pay in-state tuition
(Board of Regents authority)
Issues
• OIA and academic unit budgets are intact
• Exchanges can freely be started and expanded
• Central funds forgo internal revenue from outbound
students (approx. $150,000)
30
Office of International Affairs
Study Abroad
In Summary
Office of International Affairs
Study Abroad
OIA Central Study Abroad Unit
Efficient – Effective – Secure
Services currently in place:
• Expertise and experience available to all units
• Full-range operational management of programs
• Professional education abroad services for all
students
• Risk management within institutional parameters
• Support of academic mission through
internationalization
• Cooperation with academic units and faculty
32
Office of International Affairs
Study Abroad
Revenue-Expenditure Flow
Model Options
Model
Revenues
Expenses
Centralized
Centralized
Centralized
Mixed
Decentralized
Centralized
Decentralized
Decentralized
Decentralized
Office of International Affairs
Study Abroad
Going Forward
Necessary Dimensions
• Commitment by all programs to integrate
Education Abroad into their curricula
• Cost containment to assure student economic
access
• Deliberate integration of Education Abroad
services between colleges and OIA
34
Office of International Affairs
Study Abroad
How can we approach this goal
with combined efforts?

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