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Project Citation: 

Hu, Xiaodan, Ortagus, Justin, Voorhees, Nicholas , Rosinger, Kelly, and Kelchen, Robert. PBF Research on Research Expenditures and State Appropriations Analysis. Ann Arbor, MI: Inter-university Consortium for Political and Social Research [distributor], 2021-12-11. https://doi.org/10.3886/E157061V1

Project Description

Summary:  View help for Summary This is the data package used to generate the estimates found in “Disparate Impacts of Performance Funding Research Incentives on Research Expenditures and State Appropriations” in AERAOpen, 2021.
Funding Sources:  View help for Funding Sources William T. Grant Foundation; Arnold Foundation; Joyce Foundation

Scope of Project

Subject Terms:  View help for Subject Terms performance-based funding; research incentives; minority-serving institution
Geographic Coverage:  View help for Geographic Coverage The United State
Time Period(s):  View help for Time Period(s) 2002 – 2018
Data Type(s):  View help for Data Type(s) observational data
Collection Notes:  View help for Collection Notes We identified every public university in the U.S. subject to a PBF program that includes research incentives by systematically analyzing more than 2,000 state budget or policy documents between 1997 and 2020 (Kelchen et al., 2019; Ortagus et al., 2021). These documents include state appropriation bills, state budgets, policy documents, audit reports, financial statements, higher education commission or coordinating board reports, personal communication with higher education policymakers, and other first-hand sources that provide information for the years of operation, amounts of funding at stake, sectors and institutions affected, and performance metrics of PBF policies. In addition, we leveraged the Wayback Machine when older budget or policy documents were no longer available online. These data collection procedures allowed our research team to obtain accurate information pertaining to PBF policy adoption, whether the PBF policy was actually funded, the timing of the PBF policy, and the specific PBF policy metrics.

Methodology

Unit(s) of Observation:  View help for Unit(s) of Observation university

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