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Socialized Tuition System (ST System) Progress Report Richard Philip A. Gonzalo Director Socialized Tuition System Office University of the Philippines July 31, 2014

ST System Progress Report - July 31 BOR Meeting

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Submitted by STS Director Prof. Richard Gonzalo at the 1299th BOR Meeting

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Page 1: ST System Progress Report - July 31 BOR Meeting

Socialized Tuition System (ST System)

Progress Report

Richard Philip A. Gonzalo Director

Socialized Tuition System Office

University of the Philippines July 31, 2014

Page 2: ST System Progress Report - July 31 BOR Meeting

Overview of Discussion

§  Background of the ST System §  How does the ST System work §  Preliminary results §  Comparative results – ST System and STFAP

Page 3: ST System Progress Report - July 31 BOR Meeting

The Socialized Tuition System

•  The Socialized Tuition System (ST System) provides tuition discount at rates that are based on the assessment of the paying capacity of the household to which the student belongs –  The ST System will replace the STFAP introduced in

1989 (BOR Resolution, 13 December 2013) –  https://sts.up.edu.ph/

Page 4: ST System Progress Report - July 31 BOR Meeting

Key Features of ST System

1.  Simplification of the basis for assigning tuition brackets

2.  Upward adjustment of the gross income cut-offs of Brackets A, B, C, and D

3.  Increase in the monthly allowance of Bracket E2 students

4.  Streamlining and automation of the bracket assignment

5.  Streamlining and decentralization of the appeal process

6.  Implementation of supporting measures

Page 5: ST System Progress Report - July 31 BOR Meeting

ST System Implementation Guidelines

1.  Transactions and processes must be quick, simple, and easy to understand

2.  System must be reliable and transparent 3.  Processes will be cost-efficient 4.  Capacity of OSAs and OSSS to respond to students

needs must be enhanced 5.  Students will be accountable for information submitted

to the system 6.  “Bracket” classes will be eliminated

Page 6: ST System Progress Report - July 31 BOR Meeting

From Brackets to Tuition Discounts

STFAP ST System Bracket A No Discount (ND)

Bracket B Partial Discount (PD) 33% or 40% Bracket C PD 60% Bracket D PD 80%

Bracket E1 Full Discount (FD) Bracket E2 FD + Stipend

Page 7: ST System Progress Report - July 31 BOR Meeting

HOW DOES ST SYSTEM WORK?

Page 8: ST System Progress Report - July 31 BOR Meeting

Determining Tuition Discount

Freshmen and New Students

Upperclassmen

ND (Br A) Over P1,300,000

Over P1,000,000

PD 33-40% (Br B) P650,001 to P1,300,000

P500,001 to P1,000,000

PD 60% (Br C) P325,001 to P650,000

P250,001 to P500,000

PD 80% (Br D) P135,001 to P325,000

P135,001 to P250,000

FD (Br E1) P80,001 to P135,000 P80,001 to P135,000

FDS (Br E2) P80,000 and below P80,000 and below

Page 9: ST System Progress Report - July 31 BOR Meeting

ST System Application/Appeal Process

START

Applicant fills out STS Application

Form

ST System Online releases results

(Phase 1)

Applicant fills out STS Appeal Form

ST System Online releases results

(Phase 2)

Applicant needs more

tuition discount?

END

YES

NO

Page 10: ST System Progress Report - July 31 BOR Meeting

Household as unit of analysis

•  Students’ households shall be grouped into clusters –  Consumption/expenditure patterns –  Sources of income

•  Initial tuition discounts are granted according household consumption and income patterns

•  Final tuition discounts are granted based on specific household circumstances

Page 11: ST System Progress Report - July 31 BOR Meeting

PRELIMINARY RESULTS

Page 12: ST System Progress Report - July 31 BOR Meeting

Respondents

•  Estimated 43,000 undergraduates in AY 2014-2015 –  40,817 responses –  40,119 complete

responses –  Applying: 36,538 –  Not applying: 3,581

91%

9%

Respondents

Applying Not Applying

Source: Socialized Tuition System Office (July 26, 2014)

Page 13: ST System Progress Report - July 31 BOR Meeting

Respondents

•  Draft applications –  698 students

•  Appeals –  6,710 filed cases (16.7% of ST System applicants) –  1,527 resolved cases (22.8% of total ST System

appeals)

Source: Socialized Tuition System Office (July 26, 2014)

Page 14: ST System Progress Report - July 31 BOR Meeting

Distribution of ST System Applicants

ND (Br A) PD 33-40 (Br B) PD 60 (Br C) PD 80 (Br D) FD (Br E1) FDS (Br E2)

Applying 5,695 11,788 12,473 4,723 1,310 549 Not Applying 3,581 - - - - -

-

2,000

4,000

6,000

8,000

10,000

12,000

14,000

Source: Socialized Tuition System Office (July 26, 2014)

Page 15: ST System Progress Report - July 31 BOR Meeting

Distribution of ST System Applicants

16%

32% 34%

13%

4% 1% Applying in ST System

ND (Br A) PD 33-40 (Br B) PD 60 (Br C) PD 80 (Br D) FD (Br E1) FDS (Br E2)

Source: Socialized Tuition System Office (July 26, 2014)

Page 16: ST System Progress Report - July 31 BOR Meeting

Distribution of Undergraduate Students

23%

30% 31%

12%

3% 1% ST System Applicants and non-applicants

ND (Br A) PD 33-40 (Br B) PD 60 (Br C) PD 80 (Br D) FD (Br E1) FDS (Br E2)

Source: Socialized Tuition System Office (July 26, 2014)

Page 17: ST System Progress Report - July 31 BOR Meeting

Distribution of ST System Applicants by CU

-

2,000

4,000

6,000

8,000

10,000

12,000

14,000

ND (Br A) PD 33-40 (Br B)

PD 60 (Br C) PD 80 (Br D) FD (Br E1) FDS (Br E2)

Applying in ST System

Visayas Mindanao Manila Los Baños Diliman Cebu Baguio

Source: Socialized Tuition System Office (July 26, 2014)

Page 18: ST System Progress Report - July 31 BOR Meeting

Distribution of ST System Applicants by CU

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

ND (Br A) PD 33-40 (Br B)

PD 60 (Br C) PD 80 (Br D) FD (Br E1) FDS (Br E2)

Applying in ST System

Visayas Mindanao Manila Los Baños Diliman Cebu Baguio

Source: Socialized Tuition System Office (July 26, 2014)

Page 19: ST System Progress Report - July 31 BOR Meeting

Distribution of undergraduates not applying for tuition discount by CU

1% 1%

72%

9%

14%

0% 3%

Baguio Cebu Diliman Los Baños Manila Mindanao Visayas

Source: Socialized Tuition System Office (July 26, 2014)

Page 20: ST System Progress Report - July 31 BOR Meeting

Distribution of STS Applicants by Region (Top 10)

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

ND (Br A) PD 33-40 (Br B)

PD 60 (Br C) PD 80 (Br D)

FD (Br E1) FDS (Br E2)

Applying in ST System

REGION VIII REGION VII REGION VI REGION V REGION IV-B REGION IV-A REGION III REGION II REGION I NCR

Source: Socialized Tuition System Office (July 21, 2014)

Page 21: ST System Progress Report - July 31 BOR Meeting

COMPARATIVE RESULTS – ST SYSTEM & STFAP

Page 22: ST System Progress Report - July 31 BOR Meeting

Number of Applications

ST System (2014-15) STFAP (2013-14)

91%

9%

Respondents

Applying Not Applying

37%

63%

Respondents

Applying Not Applying

Students who did not file STFAP applications had the option of filing a Bracket B certification OR not filing anything during the enrollment period

Page 23: ST System Progress Report - July 31 BOR Meeting

Processing time

ST System (2014-15) STFAP (13-14)

•  Processing time includes Application and Appeal process •  Student who did not file ST System application must indicate in ST System Online that they are not

applying. •  Students who did not file STFAP applications had the option of filing a Bracket B certification OR not

filing anything during the enrollment period.

•  Shortest time: 2 weeks •  Longest time: 3 months

•  Shortest time: 2 months •  Longest time: 12 months

Page 24: ST System Progress Report - July 31 BOR Meeting

Distribution of Undergraduate Students

ST System (2014-15)

53% 31%

12% 3%

1%

Br A & B PD 60 (Br C) PD 80 (Br D) FD (Br E1) FDS (Br E2)

STFAP (2013-14)

71%

13%

10%

5% 1%

Br A & B PD 60 (Br C) PD 80 (Br D) FD (Br E1) FDS (Br E2)

Br A & B (ST System) includes students who are not applying; Number of Br A & B (STFAP) is computed based on 43,000 estimated undergraduate students

Page 25: ST System Progress Report - July 31 BOR Meeting

Socialized Tuition System (ST System)

Progress Report

Richard Philip A. Gonzalo Director

Socialized Tuition System Office

University of the Philippines July 31, 2014