PUBLIC MONEY & MANAGEMENT SEPTEMBER 2006
251
© 2006 THE AUTHORS
JOURNAL COMPILATION © 2006 CIPFA
The study on which this article is based was
carried out to attempt to solve the problems
typically encountered in the development of
costing models for Spanish universities. The
problems came to light in debates with university
managers, whose information needs were not
being met by the standardized costing models
available to them. Traditional costing models
needed to be compared with models that were
more suited to controlling the performance
and results of this type of institution in Spain.
Activity based costing (ABC) was found to
respond positively to at least some of the
problems that managers were reporting. This
article proposes a new model which combines
the best of the traditional and the ABC models.
Costing in Spanish Universities
Traditional Spanish university costing models
have tended to concentrate on the allocation
and assignment of cost to a cost object (for
example a particular degree course or a research
project). This is based on an arbitrary
distribution using bases for assignment (keys)
that not have not, in many cases, corresponded
to the real situation in respect of the level of
services provided, nor to the nature of the
activity undertaken in the cost centres. In
particular, proposals have been made in Spain
for costing models based fundamentally on
budgetary information, in which the cost centres
have been established by the organic structure
of the budget, for example the SCAU model
and in the model proposed by the Spanish
Association of Accounting and Business
Administration (AECA, 1997).
There are significant differences between
university costing models used internationally.
In Spain, for example, theoretical models have
been developed, whereas in the UK, the
universities have implemented costing models
that have proven effective in the business world
(Mitchell, 1996). Recent structural changes in
UK universities—the result of a reduction in
funding and a big increase in the number of
students—have focused attention on the
financial management of the universities and
on their management accounting methods
(Pendlebury and Algaber, 1997).
Spain is also facing structural changes and
universities need to utilize increasingly scarce
resources effectively, efficiently and
economically (the three Es). The University 2000
report (CRUE, 2000) suggested replacing
traditional accounting methods with more
objective models that give priority to the
educational objectives, provide more stable
funding, encourage the three Es, enhance the
quality of the services provided, and improve a
university’s image. The report also emphasises
the need for universities to identify the products
and services that they offer, and to develop
analytical accounting models which show all
costs and therefore are more useful for decision-
making.
In the early 1990s, the Spanish government
became involved and developed a system of
cost accounting for the universities (SCAU)
through a collaboration between the General
Inspectorate of the State Administration (IGAE)
and the universities of Alcalá de Henares, Carlos
III and the Autonomous University of Madrid.
The SCAU is an adaptation of the theoretical
model put forward in the standardized
analytical accounting for autonomous public
bodies (CANOA) project.
The Autonomous University of Barcelona
has been using a system of analytical accounting
since 1992 (Folch and Cordoba, 1996). This
system identifies the costs of each centre of
responsibility: the teaching centres,
departments, support services, central
administration, research institutes and centres.
It identifies the cost of each degree course both
in total and in unit terms, by student. In
Barcelona’s model the costs of the various cost
centres are assigned to the macro-activities.
Basically, there are three of these: teaching of
Teresa Garcia
Valderrama and
Rosario Del Rio
Sanchez are
professors of public
sector accounting at
the University of
Cadiz, Spain.
Development and Implementation
of a University Costing Model
Teresa Garcia Valderrama and Rosario Del Rio Sanchez
This article analyses the advantages and disadvantages of costing models for
public universities. The authors propose a new model which uses the best of the
traditional and the newer activity based costing (ABC) models. The new model
will be of interest to universities worldwide.