The University of Edinburgh Resource Allocation Model.

The University of Edinburgh

Resource Allocation Model

The Role of RAM• The Resource Allocation Model is a tool to inform, and be

informed by, strategic and operational decisions

RAM

Principles of RAM

• Income is attributed where earned

• Allocations based on strategic drivers/goals

• Recognition that support occurs at many levels of the organisation across Colleges and Support Groups

Principles of RAM

• An efficiency mechanism has been built in to the model in order to encourage efficiency gains & strategic decision making without negatively impacting on effectiveness and responsiveness

• Forecasted Income will be used with a validation factor of +/- 3% accuracy to encourage forecasting accuracy over time

• Where practical and appropriate, RAM drivers will be reflected in TAG

Prin

cipl

es o

f RAM

CHSS CSE CMVM ISG CSG USG Allocation

Income Attribution MINUS

Surplus Contribution

Restricted attributed income

Universal Activity

University Services

Unit Specific Services

Strategic Fund Contribution

Surplus

College/SG Budget

Strategic Allocation in

Planning Round

SG Budget

College/SG Budget

SG Budget

CHSS Allocated Budget

CSE Allocated Budget

CMVM Allocated Budget

ISG Allocated Budget

CSG Allocated Budget

USG Allocated Budget

Produces Allocated Budgets

Prin

cipl

es o

f RAM

Universal Activity

• Activity that has no logical driver• Largely not related to size and shape of organisation• Examples include GaSP, Court, Compliance functions

University Services

• Services provided across the University• Drivers are largely similar across all areas, although

services may be tailored to meet varying needs• Example includes Student Recruitment & Admissions


• Services unique to specific units• Drivers are understood• Example includes 24 hour security

Surplus

General Reserve Fund

Annual Surplus Contribution

In-year Savings

Capital Expenditure

Budget

Draw-down

Includes Local Reserves

Managed Assets

Annual Deposits

Cumulative Reserves Annual Withdrawals

Estates Investment Budget

Capital Expenditure Budget

Restricted attributed income

Strategic Fund Contribution

Building Program

Estates Investment

Budget

Proposed RAM Process

• It is expected that RAM will be iterative

Discussion and negotiation during planning round

Service Expectations

Monitorin

g

Cycle

• Service expectations should be set prior to Resource Allocation

• It is expected that they remain high level Service Expectation Statements

• These should be monitored throughout the period• Service requirements should be reviewed

regularly in consultation with service providers• This falls outside the scope of the

RAM project

Assumptions Made• Cost and allocation drivers will be used to

encourage efficient use of space, staff and resources

• Efficiency targets will be set at appropriate levels to maintain responsiveness to changes in need and environment

• Using efficiency targets can be used to smooth the transition process and encourage better understanding of true cost of service / activity requirements

• “Monopoly Money” has been used in the model (i.e. the figures in the model are a fiction)

Prototype Overview

2013/14 2014/15

Previous CurrentActual Actual

2.75% 3.10% Surplus contribution of gross income 3.25% 3.25% 4.50%18,114 23,460 £k 26,523 27,410 38,953

3,502 3,800 Strategic fund contribution £k 4,050 4,050 5,500

2013/14 2014/15 2013/14 2014/15 2013/14 2014/15

Previous Current Forecast Forecast Forecast Previous Current Forecast Forecast Forecast Previous Current Forecast Forecast ForecastActual Indicativ Actual Indicativ Actual Indicativ

224,174 243,605 Humanities and Social Science 261,119 269,872 278,320 188,968 206,505 Humanities and Social Science 222,544 230,196 238,023 35,206 37,100 Humanities and Social Science 38,575 39,676 40,297215,670 219,355 Medicine and Veterinary Medicine 244,978 253,624 258,425 106,037 109,755 Medicine and Veterinary Medicine 136,878 143,512 148,005 109,633 109,600 Medicine and Veterinary Medicine 108,100 110,112 110,419208,318 215,281 Science and Engineering 232,336 240,154 246,841 118,715 128,481 Science and Engineering 144,001 150,382 156,978 89,603 86,800 Science and Engineering 88,335 89,772 89,862648,161 678,241 College Total 738,433 763,650 783,585 413,719 444,741 College Total 503,423 524,090 543,006 234,442 233,500 College Total 235,010 239,560 240,579

64,150 65,250 Corporate Services Group 64,501 66,348 68,287 61,650 61,750 Corporate Services Group 61,934 63,700 65,587 2,500 3,500 Corporate Services Group 2,568 2,648 2,69911,500 11,550 Information Services Group 11,528 11,792 12,122 11,500 11,550 Information Services Group 11,528 11,792 12,122 0 0 Information Services Group 0 0 0

1,510 1,562 University Secretary's Group 1,640 1,607 1,631 1,510 1,562 University Secretary's Group 1,640 1,607 1,631 0 0 University Secretary's Group 0 0 077,160 78,362 Support Group Total 77,668 79,747 82,039 74,660 74,862 Support Group Total 75,101 77,099 79,340 2,500 3,500 Support Group Total 2,568 2,648 2,699

0 0 Corporate Budget 0 0 0 0 0 Corporate Budget 0 0 0 0 0 Corporate Budget 0 0 0725,321 756,603 University Total 816,102 843,397 865,624 488,379 519,603 University Total 578,524 601,189 622,346 236,942 237,000 University Total 237,578 242,208 243,278

2013/14 2014/15

Previous Current Forecast Forecast ForecastActual Indicativ

-5,598 -7,553 Humanities and Social Science -8,486 -8,771 -12,524-5,386 -6,802 Medicine and Veterinary Medicine -7,962 -8,243 -11,629-5,202 -6,675 Science and Engineering -7,551 -7,805 -11,108

-16,187 -21,030 College Total -23,999 -24,819 -35,261-1,602 -2,023 Corporate Services Group -2,096 -2,156 -3,073

-287 -358 Information Services Group -375 -383 -545-38 -48 University Secretary's Group -53 -52 -73

-1,927 -2,430 Support Group Total -2,524 -2,592 -3,6920 0 Corporate Budget 0 0 0

-18,114 -23,460 University Total -26,523 -27,410 -38,953

2013/14 2014/15 2013/14 2014/15

Previous Current Forecast Forecast Forecast Previous Current Forecast Forecast ForecastActual Indicativ Actual Indicativ

-1,167 -1,267 Humanities and Social Science -1,350 -1,350 -1,833 20 20 Humanities and Social Science 10 100 150-1,167 -1,267 Medicine and Veterinary Medicine -1,350 -1,350 -1,833 50 50 Medicine and Veterinary Medicine 10 100 100-1,167 -1,267 Science and Engineering -1,350 -1,350 -1,833 20 20 Science and Engineering 10 100 100-3,502 -3,800 College Total -4,050 -4,050 -5,500 90 90 College Total 30 300 350

0 0 Corporate Services Group 0 0 0 1,300 1,400 Corporate Services Group 1,200 1,200 1,5000 0 Information Services Group 0 0 0 500 650 Information Services Group 1,300 1,100 9000 0 University Secretary's Group 0 0 0 1,000 1,048 University Secretary's Group 800 900 1,0000 0 Support Group Total 0 0 0 2,800 3,098 Support Group Total 3,300 3,200 3,4000 0 Corporate Budget 0 0 0 612 612 Corporate Budget 500 500 500

-3,502 -3,800 University Total -4,050 -4,050 -5,500 3,502 3,800 University Total 3,830 4,000 4,250Remainder to allocate: 220 50 1,250

2013/14 2014/15 2013/14 2014/15 2013/14 2014/15 2013/14 2014/15 2013/14 2014/15

Previous Current Forecast Forecast Forecast Previous Current Forecast Forecast Forecast Previous Current Forecast Forecast Forecast Previous Current Forecast Forecast Forecast Previous Current Forecast Forecast ForecastActual Indicativ Actual Indicativ Actual Indicativ Actual Indicativ Actual Indicativ

-68,373 -71,818 Humanities and Social Science -68,934 -70,234 -71,227 -57,298 -60,204 Humanities and Social Science -57,677 -58,886 -59,790 -2,184 -2,202 Humanities and Social Science -2,197 -2,194 -2,198 -837 -1,040 Humanities and Social Science -1,083 -1,093 -1,101 -8,054 -8,372 Humanities and Social Science -7,978 -8,061 -8,138-57,220 -58,640 Medicine and Veterinary Medicine -57,140 -58,372 -59,281 -47,448 -48,712 Medicine and Veterinary Medicine -47,537 -48,714 -49,565 -2,184 -2,202 Medicine and Veterinary Medicine -2,197 -2,194 -2,198 -2,380 -2,530 Medicine and Veterinary Medicine -2,523 -2,525 -2,527 -5,208 -5,196 Medicine and Veterinary Medicine -4,883 -4,939 -4,992-55,040 -57,354 Science and Engineering -55,638 -56,786 -57,644 -45,348 -47,558 Science and Engineering -46,153 -47,246 -48,047 -2,184 -2,202 Science and Engineering -2,197 -2,194 -2,198 -2,150 -2,040 Science and Engineering -2,040 -2,040 -2,040 -5,357 -5,554 Science and Engineering -5,248 -5,306 -5,360

-180,632 -187,811 College Total -181,713 -185,392 -188,152 -150,094 -156,473 College Total -151,367 -154,846 -157,401 -6,552 -6,606 College Total -6,591 -6,582 -6,593 -5,367 -5,610 College Total -5,646 -5,658 -5,668 -18,619 -19,122 College Total -18,109 -18,307 -18,490-8,332 -8,158 Corporate Services Group -7,561 -7,653 -7,741 -4,898 -4,986 Corporate Services Group -4,384 -4,472 -4,551 -2,184 -2,202 Corporate Services Group -2,197 -2,194 -2,198 -1,250 -970 Corporate Services Group -980 -987 -992 0 0 Corporate Services Group 0 0 0-5,019 -5,212 Information Services Group -4,962 -5,019 -5,072 -2,535 -2,730 Information Services Group -2,475 -2,528 -2,572 -2,184 -2,202 Information Services Group -2,197 -2,194 -2,198 -300 -280 Information Services Group -290 -297 -302 0 0 Information Services Group 0 0 0-5,267 -5,752 University Secretary's Group -5,586 -5,634 -5,678 -2,083 -2,180 University Secretary's Group -2,009 -2,053 -2,088 -2,184 -2,202 University Secretary's Group -2,197 -2,194 -2,198 -1,000 -1,370 University Secretary's Group -1,380 -1,387 -1,392 0 0 University Secretary's Group 0 0 0

-18,619 -19,122 Support Group Total -18,109 -18,307 -18,490 -9,517 -9,896 Support Group Total -8,868 -9,054 -9,212 -6,552 -6,606 Support Group Total -6,591 -6,582 -6,593 -2,550 -2,620 Support Group Total -2,650 -2,671 -2,685 0 0 Support Group Total 0 0 00 0 Corporate Budget 0 0 0 0 0 Corporate Budget 0 0 0 0 0 Corporate Budget 0 0 0 0 0 Corporate Budget 0 0 0 0 0 Corporate Budget 0 0 0

-199,250 -206,934 University Total -199,821 -203,699 -206,641 -159,611 -166,369 University Total -160,235 -163,899 -166,613 -13,104 -13,212 University Total -13,182 -13,164 -13,185 -7,917 -8,230 University Total -8,296 -8,329 -8,354 -18,619 -19,122 University Total -18,109 -18,307 -18,490

2013/14 2014/15 2013/14 2014/15 2013/14 2014/15 2013/14 2014/15 2013/14 2014/15


3,354 3,448 Humanities and Social Science 3,442 3,464 3,487 2,154 2,248 Humanities and Social Science 2,272 2,300 2,329 1,200 1,200 Humanities and Social Science 1,170 1,164 1,158 0 0 Humanities and Social Science 0 0 0 0 0 Humanities and Social Science 0 0 00 0 Medicine and Veterinary Medicine 0 0 0 0 0 Medicine and Veterinary Medicine 0 0 0 0 0 Medicine and Veterinary Medicine 0 0 0 0 0 Medicine and Veterinary Medicine 0 0 0 0 0 Medicine and Veterinary Medicine 0 0 00 0 Science and Engineering 0 0 0 0 0 Science and Engineering 0 0 0 0 0 Science and Engineering 0 0 0 0 0 Science and Engineering 0 0 0 0 0 Science and Engineering 0 0 0

3,354 3,448 College Total 3,442 3,464 3,487 2,154 2,248 College Total 2,272 2,300 2,329 1,200 1,200 College Total 1,170 1,164 1,158 0 0 College Total 0 0 0 0 0 College Total 0 0 085,960 86,904 Corporate Services Group 87,585 89,606 91,036 71,649 72,756 Corporate Services Group 74,034 75,975 77,291 4,428 4,440 Corporate Services Group 4,440 4,428 4,455 1,550 1,550 Corporate Services Group 1,550 1,550 1,550 8,332 8,158 Corporate Services Group 7,561 7,653 7,74137,134 39,856 Information Services Group 33,390 33,755 34,120 28,566 30,894 Information Services Group 24,678 24,986 25,298 0 0 Information Services Group 0 0 0 3,550 3,750 Information Services Group 3,750 3,750 3,750 5,019 5,212 Information Services Group 4,962 5,019 5,07234,540 36,328 University Secretary's Group 35,696 36,165 36,494 20,830 21,964 University Secretary's Group 21,432 21,819 22,081 7,476 7,572 University Secretary's Group 7,572 7,572 7,572 967 1,040 University Secretary's Group 1,106 1,139 1,164 5,267 5,752 University Secretary's Group 5,586 5,634 5,678

157,634 163,088 Support Group Total 156,670 159,526 161,650 121,045 125,614 Support Group Total 120,144 122,780 124,670 11,904 12,012 Support Group Total 12,012 12,000 12,027 6,067 6,340 Support Group Total 6,406 6,439 6,464 18,619 19,122 Support Group Total 18,109 18,307 18,49038,262 40,397 Corporate Budget 39,709 40,709 41,504 36,412 38,507 Corporate Budget 37,819 38,819 39,614 0 0 Corporate Budget 0 0 0 1,850 1,890 Corporate Budget 1,890 1,890 1,890 0 0 Corporate Budget 0 0 0

199,250 206,934 University Total 199,821 203,699 206,641 159,611 166,369 University Total 160,235 163,899 166,613 13,104 13,212 University Total 13,182 13,164 13,185 7,917 8,230 University Total 8,296 8,329 8,354 18,619 19,122 University Total 18,109 18,307 18,490

2013/14 2014/15


152,409 166,435 Humanities and Social Science 185,801 193,082 196,372151,947 152,697 Medicine and Veterinary Medicine 178,537 185,759 185,781146,928 150,005 Science and Engineering 167,806 174,313 176,355451,284 469,137 College Total 532,144 553,153 558,509141,475 143,373 Corporate Services Group 143,629 147,345 150,009

43,828 46,486 Information Services Group 40,880 41,245 41,52531,745 33,138 University Secretary's Group 32,496 32,985 33,374

217,049 222,996 Support Group Total 217,006 221,575 224,90838,874 41,009 Corporate Budget 40,209 41,209 42,004

707,207 733,143 University Total 789,358 815,936 825,421

Budget Allocation

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Strategic Decisions: Strategic Fund Allocations

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Contribution to Strategic Fund

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Restricted Income Attribution

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Contribution to Surplus

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Unrestricted Income AttributionGross Income Attribution

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Support Group and Corporate Budget Contribution University Services Contribution

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Strategic Decisions and Summary

Strategic Decisions: Amounts of Surplus and Strategic Fund

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SG Indirect Costs Contribution

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Universal Activity Contribution

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Unit-Specific Service Charges (to pay for)

Support Group and Corporate Budget Allocation University Services Allocation Universal Activity Allocation Unit-Specific Service Charges (to receive) SG Indirect Costs Allocation

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Strategic Summary Sheet

Strategic Decisions2013/14 2014/15




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-1,167 -1,267 Humanities and Social Science -1,350 -1,350 -1,833-1,167 -1,267 Medicine and Veterinary Medicine -1,350 -1,350 -1,833-1,167 -1,267 Science and Engineering -1,350 -1,350 -1,833-3,502 -3,800 College Total -4,050 -4,050 -5,500

0 0 Corporate Services Group 0 0 00 0 Information Services Group 0 0 00 0 University Secretary's Group 0 0 00 0 Support Group Total 0 0 00 0 Corporate Budget 0 0 0



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20 20 Humanities and Social Science 10 100 15050 50 Medicine and Veterinary Medicine 10 100 10020 20 Science and Engineering 10 100 10090 90 College Total 30 300 350

1,300 1,400 Corporate Services Group 1,200 1,200 1,500500 650 Information Services Group 1,300 1,100 900

1,000 1,048 University Secretary's Group 800 900 1,0002,800 3,098 Support Group Total 3,300 3,200 3,400

612 612 Corporate Budget 500 500 5003,502 3,800 University Total 3,830 4,000 4,250

Remainder to allocate: 220 50 1,250


2015/16 2016/17 2017/18

Strategic Decisions

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224,174 243,605 Humanities and Social Science 261,119 269,872 278,320215,670 219,355 Medicine and Veterinary Medicine 244,978 253,624 258,425208,318 215,281 Science and Engineering 232,336 240,154 246,841648,161 678,241 College Total 738,433 763,650 783,585

64,150 65,250 Corporate Services Group 64,501 66,348 68,28711,500 11,550 Information Services Group 11,528 11,792 12,122

1,510 1,562 University Secretary's Group 1,640 1,607 1,63177,160 78,362 Support Group Total 77,668 79,747 82,039


2015/16 2016/17 2017/18

Gross Income Attribution

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188,968 206,505 Humanities and Social Science 222,544 230,196 238,023106,037 109,755 Medicine and Veterinary Medicine 136,878 143,512 148,005118,715 128,481 Science and Engineering 144,001 150,382 156,978413,719 444,741 College Total 503,423 524,090 543,006

61,650 61,750 Corporate Services Group 61,934 63,700 65,58711,500 11,550 Information Services Group 11,528 11,792 12,122

1,510 1,562 University Secretary's Group 1,640 1,607 1,63174,660 74,862 Support Group Total 75,101 77,099 79,340


Unrestricted Income Attribution

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35,206 37,100 Humanities and Social Science 38,575 39,676 40,297109,633 109,600 Medicine and Veterinary Medicine 108,100 110,112 110,419

89,603 86,800 Science and Engineering 88,335 89,772 89,862234,442 233,500 College Total 235,010 239,560 240,579

2,500 3,500 Corporate Services Group 2,568 2,648 2,6990 0 Information Services Group 0 0 00 0 University Secretary's Group 0 0 0

2,500 3,500 Support Group Total 2,568 2,648 2,6990 0 Corporate Budget 0 0 0



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-180,632 -187,811 College Total -181,713 -185,392 -188,152-8,332 -8,158 Corporate Services Group -7,561 -7,653 -7,741-5,019 -5,212 Information Services Group -4,962 -5,019 -5,072-5,267 -5,752 University Secretary's Group -5,586 -5,634 -5,678



2013/14 2014/15


3,354 3,448 Humanities and Social Science 3,442 3,464 3,4870 0 Medicine and Veterinary Medicine 0 0 00 0 Science and Engineering 0 0 0

3,354 3,448 College Total 3,442 3,464 3,48785,960 86,904 Corporate Services Group 87,585 89,606 91,03637,134 39,856 Information Services Group 33,390 33,755 34,12034,540 36,328 University Secretary's Group 35,696 36,165 36,494



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Support Group and Corporate Budget Contribution

Support Group and Corporate Budget Allocation

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SG & Corporate Budgets

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Budget Allocation

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Support Group Indirect Cost Contributions

Support Group Budgets


Cost Drivers

Forecast Data

Contribution Rates

SG Budget Line Contribution Rates (Universal Activity & University Services)

SG Budget Line Contribution Rates (Universal Activity & University Services)

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-180,632 -187,811 College Total -181,713 -185,392 -188,152-8,332 -8,158 Corporate Services Group -7,561 -7,653 -7,741-5,019 -5,212 Information Services Group -4,962 -5,019 -5,072-5,267 -5,752 University Secretary's Group -5,586 -5,634 -5,678



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3,354 3,448 Humanities and Social Science 3,442 3,464 3,4870 0 Medicine and Veterinary Medicine 0 0 00 0 Science and Engineering 0 0 0

3,354 3,448 College Total 3,442 3,464 3,48785,960 86,904 Corporate Services Group 87,585 89,606 91,03637,134 39,856 Information Services Group 33,390 33,755 34,12034,540 36,328 University Secretary's Group 35,696 36,165 36,494



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Support Group and Corporate Budget Contribution

Support Group and Corporate Budget Allocation

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Forecast Data

Contribution Calculations

Support Group Contribution Rates

Support Group Contribution Rates

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University Services: £/cost driverPrevious Current Unit of Increase Forecast Increase Forecast Increase Forecast

ActualIndicativ

emeasure

£/ % % Cost driver£/ £/ £/ £/ £/

160.23 165.89 Operations, maintenance and soft FM services for core university estate £/m2 5.00 170.89 4.00 177.73 2.50 182.17 Weighted assignable space

76.84 74.98 Utilities for core university estate £/m2 -0.20 74.78 -1.00 74.03 -1.00 73.29 Weighted assignable space76.84 74.98 Finance General £/FTE -0.25 74.73 1.25 75.66 1.25 76.61 Weighted staff/student FTE24.75 23.60 ERI Management Fee £/£k spend 0.10 23.70 1.25 24.95 1.25 26.20 Research grants spend £k (or KT metrics?)25.06 24.56 Centre for Sport & Exercise £/FTE 0.23 24.79 1.25 26.04 1.25 27.29 Weighted staff/student FTE

0.00 0.00 0.000.00 0.00 0.000.00 0.00 0.000.00 0.00 0.000.00 0.00 0.000.00 0.00 0.00

Universal ActivityPrevious Current Increase Forecast Increase Forecast Increase Forecast

ActualIndicativ

e £k/ £k/unit £k/ £k/unit % £k/unit Cost driver£k/unit £k/unit

89 92 Social Responsibility & Sustainability 2 94 -1 93 -1.00 92 Shared load186 182 Health & Safety -2 180 -2 178 1.00 179 Shared load213 214 Procurement -2 212 -5 207 2.00 209 Shared load200 202 Director of CSG's Offi ce, Project funds and contingency 0 202 2 204 1.00 205 Shared load

50 50 Biological Services 2 52 4 56 1.50 58 Shared load

Support Contribution Rates

Corporate Services Group

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Support Group Budget Lines

Support Group Budget Lines

2013/14 2014/15

University ServicesPrevious Current Forecast Forecast Forecast

Actual Indicativ£k £k £k £k £k

42,082 43,569 Operations, maintenance and soft FM services for core university estate 44,882 46,677 47,84420,181 19,693 Utilities for core university estate 19,640 19,444 19,249

3,753 3,901 Finance General 3,888 3,936 3,9864,409 4,316 ERI Management Fee 4,335 4,563 4,7921,224 1,278 Centre for Sport & Exercise 1,290 1,355 1,420

0 0 0 0 0

71,649 72,756 Total University Services 74,034 75,975 77,291

Universal ActivityPrevious Current Forecast Forecast Forecast

Actual Indicativ£k £k £k £k £k

534 552 Social Responsibility & Sustainability 564 558 5521,116 1,092 Health & Safety 1,080 1,068 1,0741,278 1,284 Procurement 1,272 1,242 1,2541,200 1,212 Director of CSG's Offi ce, Project funds and contingency 1,212 1,224 1,230

300 300 Biological Services 312 336 3454,428 4,440 Total Universal Activity 4,440 4,428 4,455

Unit-Specific ServicesPrevious Current Forecast Forecast Forecast

Actual Indicativ£k £k £k £k £k1,550 1,550 Estates & Buildings (unit-specific) 1,550 1,550 1,550

0 0 0 0 0

1,550 1,550 Total Unit-specific Services 1,550 1,550 1,55077,627 78,746 CSG Total Budget 80,024 81,953 83,296

Indirect Costs of CSG (CSG contribution to SG services and Corporate costs)

Previous CurrentActual Indicativ Forecast Forecast Forecast Cost driver

£k £k £k £k £k1,437 1,419 CSG services (excl Estates) 1,418 1,424 1,436

481 498 Estates 513 533 5473,736 3,458 ISG services 2,913 2,940 2,9671,664 1,712 USG services 1,655 1,669 1,680

815 871 Corporate costs 867 893 917200 200 CHSS College Offi ce Additional Costs 195 194 193

8,332 8,158 Total indirect costs of CSG 7,561 7,653 7,741 Weighted assignable space (College only)

Budget Line Allocations for Support Groups and Corporate Costs

Corporate Services Group

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Budget Allocation

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RAM TabsTab Name Description

Strategic Summary High level summary of income attributions, contributions and allocations

School Summary School level version of strategic summary

Unrestricted Inc- Teaching

Main SFC Teaching Grant (UG and PGT, includes additional income for expensive strategically important subjects), New Medical School SFC grant, Education Contracts and Other Fees

Unrestricted Inc- Fees

Tuition Fees (by 14 categories of students)

Unrestricted Inc- Research

SFC PGR Grant, Research Excellence Grant (REG), Research Grants and Contracts Overheads

Unrestricted Inc- Other

SFC Knowledge Transfer Grant (KTG), Minor SFC Grants (Disabled Students Premium), SFC Grant: Museums and Galleries, Other general income (gifted profits, subsidiary service charges etc), Other Unrestricted Income from Colleges and SGs, Deferred Capital Grants and SFC-funded Refurbishment Spend, Deferred capital grants and grant-funded refurbishment spend (non-SFC), Release of Merger Goodwill, Unrestricted General Endowment and Investment Income

Restricted Inc Funding Council Grants (Restricted), Tuition Fees and Education Contracts (Restricted), Research Grants and Contracts, Other Restricted Income, Restricted Endowment and Investment Income

RAM TabsTab Name Description

Support Contrib'n Rates

Contribution rates by Support Group University Service Category

Contrib'n Calcs- Services

University Service contribution calculations by Support Group

Contrib'n Calcs- Universal

Universal Activity contribution calculations by Support Group

Unit-specific Services

Identified unit-specific services by Support Group and Service Category

Cost drivers Identified Cost Drivers: Weighted Assignable Space, Staff FTE (unweighted), Student FTE (unweighted), Weighted Staff/Student FTE, Shared Load, Research Grants Spend

SG Budget Lines Budget Line Allocations for Support Groups and Corporate Costs

Contrib'n Calcs- Indirect

Indirect Costs Contribution Calculations by Support Group

Next StepsCollect feedback from Board, workshop groups and other key groups

February & March

Assess feedback for inclusion into model February & March

Planning process development February to September

Test data assumptions for materiality, “fit” and expected behavioural consequences

April & May

Test simplicity and transparency of working model April & May

Iterative reviews April, May, June

Scenario Testing July, August, September

Run in parallel with existing planning October, November, December

Feedback

• Does the model reflect the outcomes you envisaged?

• The Support Group budgets in the model are built up by changes to service requirements of internal customers. Does that meet your expectations?

• Provision will need to be made for pre-negotiation of these changes.

Thank you

Do you have any immediate questions?

The University of Edinburgh Resource Allocation Model.

Documents

Transcript of The University of Edinburgh Resource Allocation Model.