The financial-aid policies and practices of colleges and universities have made too many headlines in recent times to remain the domain of technical experts. Boards of trustees, like other constituencies that are responsible for the health and well-being of postsecondary institutions, should be asking how issues being raised about student…

Funds allocated for school maintenance are often the "last in" and, if there are fiscal problems, the "first out." The state, after providing funding, can assist districts through regulatory control, establishing minimum standards, and providing technical assistance and training. (MLF)

A recent survey by the Federal Demonstration Project, which analyzes the research administration system, found that state governments need to improve how they administer sponsored research in colleges and universities. The analysis focused on management of state-appropriated funds, federal flow-through funds, and applications to and awards from…

Reports on a study to gather information on reorganization of state departments of education, its impact on adult education, and effects of federal and state funding reduction. (SK)

Describes New York State's experience with school district tax limits in urban districts serving less than 125,000. Originally designed to protect taxpayers, these tax limits have spawned a costly state aid system that raises serious equity issues. Recent legislation removed tax limits and made state aid more equitable. (32 references) (MLH)

Reviews formula funding in higher education literature, including purpose, historical perspectives, definition and development, characteristics, advantages and disadvantages, and future trends. In light of citizen demands, the formula approach seems the best method to ensure a satisfactory relationship between state government and state…

School districts often face unevenly timed state aid and property tax disbursements. As a result, they issue a large volume of short-term, tax-exempt cash-flow operating notes. Offers details about why school districts need to issue notes and discusses the increasing trend of pooled note issues. (MLF)

Results of a nationwide study of public mental retardation/developmental disabilities spending in the states during Fiscal Years 1977 through 1986 were analyzed and identified trends such as continuing growth in spending for community services, contraction of total spending for institutional operations, and predominance of support for intermediate…

Reviews U.S. Supreme Court action concerning governmental aid to sectarian schools, highlighting the First Amendment establishment clause, the child benefit doctrine, the Tripartite Test (1970-1984), and the recent Ball and Felton cases. The court is continuously pressured to reassess its precedents requiring strict neutrality toward religion.…

The use of selective, as contrasted with across-the-board, state funding as an incentive for program improvement in higher education institutions is discussed, and the experiences of four states (New Jersey, Florida, Ohio, and Tennessee) are examined for forces that work against the long-term feasibility of this approach. (Author/MSE)

The use of preaward agreements between the industry and the university collaborating to seek external funding, particularly from government sources, is examined. The agreements describe the parties' obligations in seeking funding and lay the groundwork for subsequent research agreements. Elements of such agreements are discussed to raise awareness…

Performance funding reemerged in the 1990s as a state budgetary method for complementing or replacing other funding strategies for public colleges to better promote and respond to specific policy concerns. It has the potential to correct some of the apparent flaws in traditional budgeting but is easier to define than to put into operation. (MSE)

The Texas legislature has mandated assessment of research programs in the state that receive separate line-item appropriations. The two-phase process involves institutional self-studies and site visits resulting in a final report with recommendations. The first two cycles of the assessment have indicated that process is more critical than result.…

In Canada, a local school system's budget is financed from provincial grants, a local school tax, and miscellaneous revenues. The bulk of provincial grant revenue is allocated to counteract inequalities in the wealth base. Two tables and one figure display information by province. (seven references) (MLF)

Institutional researchers are often called on to compare financial performance across institutions as part of comprehensive institutional management teams. Several types and sources of national data, including databases and publications, are appropriate for this, each with particular strengths and limitations. Three sources also provide…