Socialized Tuition System

(ST System)
Progress Report
Richard Philip A. Gonzalo
Director

Socialized Tuition System Office

University of the Philippines
July 31, 2014
Overview of Discussion

§  Background of the ST System

§  How does the ST System work
§  Preliminary results
§  Comparative results – ST System and STFAP
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/
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
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
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
HOW DOES ST SYSTEM WORK?
Determining Tuition Discount

Freshmen and New Upperclassmen

Students
Over P1,300,000 Over P1,000,000
ND (Br A)

P650,001 to P1,300,000 P500,001 to P1,000,000

PD 33-40% (Br B)

P325,001 to P650,000 P250,001 to P500,000

PD 60% (Br C)

P135,001 to P325,000 P135,001 to P250,000

PD 80% (Br D)

P80,001 to P135,000 P80,001 to P135,000

FD (Br E1)

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

ST System Application/Appeal Process

START

Applicant
Applicant fills out ST System Online
needs more
STS Application releases results tuition
Form (Phase 1) discount?

YES

NO
ST System Online
Applicant fills out
releases results END
STS Appeal Form
(Phase 2)
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
PRELIMINARY RESULTS
Respondents

•  Estimated 43,000 Respondents

undergraduates in AY Applying Not Applying
2014-2015
–  40,817 responses
9%
–  40,119 complete
responses
–  Applying: 36,538
–  Not applying: 3,581
91%

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

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)

Distribution of ST System Applicants

14,000

12,000

10,000

8,000

6,000

4,000

2,000

-
PD 33-40 (Br
ND (Br A) PD 60 (Br C) PD 80 (Br D) FD (Br E1) FDS (Br E2)
B)
Applying 5,695 11,788 12,473 4,723 1,310 549
Not Applying 3,581 - - - - -
Source: Socialized Tuition System Office (July 26, 2014)
Distribution of ST System Applicants

Applying in ST System
4% 1%

16%
13%
ND (Br A)
PD 33-40 (Br B)
PD 60 (Br C)
PD 80 (Br D)
32% FD (Br E1)
34% FDS (Br E2)

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

Distribution of Undergraduate Students

ST System Applicants and non-applicants

3% 1%

12% 23%
ND (Br A)
PD 33-40 (Br B)
PD 60 (Br C)
PD 80 (Br D)
31% FD (Br E1)
30% FDS (Br E2)

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

Distribution of
ST System Applicants by CU

Applying in ST System
14,000

12,000

10,000 Visayas
Mindanao
8,000
Manila
6,000 Los Baños
Diliman
4,000 Cebu
2,000 Baguio

-
ND (Br A) PD 33-40 (Br PD 60 (Br C) PD 80 (Br D) FD (Br E1) FDS (Br E2)
B)
Source: Socialized Tuition System Office (July 26, 2014)
Distribution of
ST System Applicants by CU

Applying in ST System
100%
90%
80%
70% Visayas
60% Mindanao
Manila
50%
Los Baños
40%
Diliman
30%
Cebu
20%
Baguio
10%
0%
ND (Br A) PD 33-40 (Br PD 60 (Br C) PD 80 (Br D) FD (Br E1) FDS (Br E2)
B) Source: Socialized Tuition System Office (July 26, 2014)
Distribution of undergraduates not applying
for tuition discount by CU

0% 3% 1% 1%

14% Baguio
Cebu
9% Diliman
Los Baños
Manila
Mindanao
72%
Visayas

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

Distribution of STS Applicants
by Region (Top 10)

Applying in ST System
100%
90%
REGION VIII
80%
REGION VII
70% REGION VI
60% REGION V
50% REGION IV-B
40% REGION IV-A
30% REGION III
20% REGION II
10% REGION I
NCR
0%
ND (Br A) PD 33-40 PD 60 (Br C) PD 80 (Br FD (Br E1) FDS (Br E2)
(Br B) D)
Source: Socialized Tuition System Office (July 21, 2014)
COMPARATIVE RESULTS – ST SYSTEM & STFAP
 Number of Applications

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

Respondents Respondents
Applying Not Applying Applying Not Applying

9%
37%

63%
91%

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

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

•  Shortest time: 2 weeks •  Shortest time: 2 months
•  Longest time: 3 months •  Longest time: 12 months

•  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.
 Distribution of Undergraduate Students

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

1% 5% 1%
3%
12% 10%
Br A & B Br A & B
PD 60 (Br C) PD 60 (Br C)
PD 80 (Br D) 13% PD 80 (Br D)
31% 53%
FD (Br E1) 71% FD (Br E1)
FDS (Br E2) 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
Socialized Tuition System
(ST System)
Progress Report
Richard Philip A. Gonzalo
Director

Socialized Tuition System Office

University of the Philippines
July 31, 2014