202223 UC DAVIS ACADEMIC SALARY EQUITY PROGRAM
Calculations
Salary Equity Adjustment Pool
 Using data as of May 31, 2022, sum the total salaries within each equity group; This equals total salary expenditure (TSE).
 Multiply the TSE by the equity adjustment factor of 1.5%. This will provide our total equity pool for each group (TPE).
Document Changes and Exclusions
 Using vetted data from the various Schools and Colleges, update any offscales that have changed due a retention offer. These individual offscales will be used to determine an individual's proportion (that is, how far away from the mean they are).
 Exclude anyone from equity group that does not meet eligibility criteria.
Mean Offscale within Equity Group
 On Scale
 Using data as of May 31, 2022, determine the mean offscale for each on scale equity group by taking the average of all offscales within that specific equity group. This will provide our Average Off Scale (AOS).
 Above Scale
 For each Above Scale equity group, find the corresponding OnScale equity group. Determine the mean proportion of total salary comprised of offscale for those in the onscale equivalent equity group. This is our Average Proportion of Offscale.
 For each member of the Above Scale Equity Group, multiply their total salary by the Average Proportion of Offscale calculated above. This provides our Pseudo OffScale.
 Determine the average of all Pseudo OffScales. This will provide our Average Pseudo Off Scale (APO).
Individual Equity Calculations
 Step 1. Calculate each faculty member's "residual" from the mean offscale (AOS or APO) within their equity group
 The residual is the arithmetic difference between each individual’s actual offscale or pseudooffscale salary and the mean offscale salary for their comparison unit (calculated above). Every individual has a potentially unique residual, although in reality some will have the same one because some faculty have identical offscale salaries. A residual < 0 indicates that an individual’s offscale salary is below the mean for her/his comparison unit; a residual > 0 indicates that an individual’s offscale salary is above the mean for her/his comparison unit.
 Step 2. Create the "delta" variable for individuals who fulfill eligibility.
 The delta is the absolute value of residual if the residual is < 0. If the residual is >0, then delta is = null
 Step 3. Create the adjustment weights that are proportional to the magnitude of the residual.
 Sum all nonnull deltas who are eligible for equity adjustments.
 Divide each individual's nonnull delta by the sum of all nonnull deltas
 Note that weights are constrained to a sum of 1
 No weights are assigned for individuals who are ineligible for equity adjustments.
 Step 4. Calculate each eligible individual's adjustment to offscale salary.
 Multiply the individual's adjustment weight by the Total Equity Pool.
 Step 5. Cap the adjustment no higher than the mean
 If the individual adjustment + original offscale salary is greater than the average offscale in equity group, then cap the individual level adjustment so that it does not go higher than the mean.
 Step 6. Examine Total Equity Pool (TPE) for excess funds.
 If there are excess funds:
 Raise the lowest offscale/pseudo offscale until it equals the next lowest. Any additional excess funds can then be added to the two lowest until it equals the next lowest, and so on.
 When the total cost to raise the lowest to the next lowest is greater than the remainder of the equity pool, calculate a fractional equity adjustment by dividing the remainder of the equity pool by the number of individuals with the same lowest offscale in that equity group. Add this fractional equity adjustment to those individuals.
 The individualequity adjustment is the difference from the newly calculated offscale/pseudo offscale and the individual's original offscale/pseudooffscale.
 If there are no excess funds, the individuallevel equity adjustment is what was calculated in step 5.
 If there are excess funds:
Examples
Examples of calculations for onscale and abovescale equity comparison groups can be found below. These examples follow our methodology closely, with some steps abbreviated for simplicity.
 OnScale Example
 Let's say an equity comparison group is comprised of the following members:
Person UCOFF1 UCANNL Total Compensation FTE Total Compensation at FTE Annie A N/A $115,400 $115,400 0.4 $46,160 Bert B N/A $154,400 $154,500 0.25 $38,625 Chris C $14,800 $124,300 $139,100 1 $139,100 Dianne D $22,100 $108,900 $131,000 0.5 $65,500  1. Determine the Total Equity Pool
 Total Salary Expenditure = $289,385 ($46,160 + $38,625 + $139,100 + $65,500)
 Total Equity Pool = $4340.78 (1.5% * $289,385)
 Sum of Offscales: $36,900 ($0 + $0 + $14,800 + $22,100)
Headcount in group: 4  Mean Offscale: $9,225 ($36,900/4)
 3. Determine each faculty member's "residual", "delta", and "adjustment weights"
 Residual: Take the difference between the average offscale and the individual's offscale.
Delta: Take the absolute value of residual if the residual is <0.
Sum of Deltas: $18,450 ($9,225 + $9,225)
Adjustment weight: Divide individual's Delta by the Sum of DeltasPerson UCOFF1 Average Offscale Residual Delta Adjustment Weight Annie A N/A $9,225  $9,225 $9,225 0.5 Bert B N/A $9,225  $9,225 $9,225 0.5 Chris C $14,800 $9,225 $5,575 Null N/A Dianne D $22,100 $9,225 $12,875 Null N/A
 Residual: Take the difference between the average offscale and the individual's offscale.
 4. Calculate each individual adjustment to offscale salary
 Annie A: $2170.39 (0.5 * $4340.78)
 Bert B: $2170.39 (0.5 * $4340.78)
 Chris C: $0
 Dianne D: $0
 5. Cap the adjustment if higher than the mean and determine the final rounded equity adjustments to match the corresponding salary table rounding. (e.g. Professor tables are rounded to the nearest $100)

Person Original UCOFF1 Equity Adjustment Updated UCOFF1 Check if adjustment is higher than mean Final Rounded UCOFF1 (including individuallevel adjustment) Annie A $0 $2170.39 $2170.39 Ok $2,200 Bert B $0 $2170.39 $2170.39 Ok $2,200 Chris C $14,800 $0 $14,800 N/A $14,800 Dianne D $22,100 $0 $22,100 N/A $22,100

 As you can see, the positionality (ranking) of the faculty offscales is preserved, and neither Annie A. nor Bert B. has moved above the mean.
 1. Determine the Total Equity Pool
 AboveScale Example
 Let's say the Abovescale equity group is comprised of the following members:
Person UCABVE FTE Total Compensation at FTE Alex A $225,400 1 $225,400 Belinda B $239,400 0.33 $79,002 Charlie C $343,200 .25 $85,800  1. Determine the Total Equity Pool
 Total Salary Expenditure = $390,202 ($225,400 + $79,002 + $85,800)
 Total Equity Pool = $5853.03 (1.5% * $390,202)
 2. Calculate the Average Proportion of Offscale
To calculate the average proportion of offscale, we'll need to look at the corresponding onscale equity group (from onscale example above) Annie A: 0 (0/$115,400)
Bert B: 0 (0/$154,500)
Chris C: 0.106398 ($14,800/$139,100)
Dianne D: 0.168702 ($22,100/$131,00)
Average Proportion of Offscale: 0.068775 ((0 + 0 + 0.106398 + 0.168702)/4)
Person UCABVE Pseudo Offscale Alex A $225,300 $15,501.89
Belinda B $239,400 $16,464.74 Charlie C $343,200 $23,603.58  Annie A: 0 (0/$115,400)
 4. Calculate the Average Pseudo Offscale
 Sum of Pseudo Offscales: $55,570.43 ($15,501.89 + $16,464.74 + $23,603.58)
Headcount in group: 3  Average Pseudo Offscale: $18,523 ($55,570.43/3)
 Sum of Pseudo Offscales: $55,570.43 ($15,501.89 + $16,464.74 + $23,603.58)
 5. Determine each faculty member's "residual", "delta", and "adjustment weights"
 Residual: Take the difference between the average offscale and the individual's offscale.
Delta: Take the absolute value of residual if the residual is <0.
Sum of Deltas: $5,080.33 ($3021.59 + $2,058.74)
Adjustment weight: Divide individual's Delta by the Sum of DeltasPerson Pseudo Offscale Average Pseudo Offscale Residual Delta Adjustment Weight Alex A $15,501.89 $18,523.48 $3,021.59 $3021.59 0.594779 Belinda B $16,464.74 $18,523.48 $2058.74 $2,058.74 0.405249 Charlie C $23,603.8 $18,523.48 $5,080.32 Null N/A
 Residual: Take the difference between the average offscale and the individual's offscale.
 6. Calculate each individual adjustment to pseudo offscale salary
 Alex A: $3,481.26 (0.594779 * $5,853.03)
 Belinda B: $2,371.93 (0.405249* $5,853.03)
 Charlie C: $0
 7. Cap the adjustment if higher than the mean

Person PseudoOffscale Equity Adjustment Updated PseudoOffscale Check if adjustment is higher than mean Capped at Mean Pseudo Offscale Capped Equity Amount Alex A $15,501.89 $3,481.26 $18,983.15 Higher $18,523.48 $3,021.59 Belinda B $16,464.74 $2,371.93 $18,836.67 Higher $18,523.48 $2,058.74 Charlie C $23,603.8 $0 $23,603.8 N/A N/A N/A

 8. Examine the Total Equity Pool for excess funds
 Funds spent so far: $5,080.33
Total Equity Pool: $5,853.03
Total Funds Remaining: $772.7
 Funds spent so far: $5,080.33
 9. Determine if there are enough funds to bring the lowest pseudo offscales to the second lowest.
 Lowest Pseudo Offscale: $18,523.48 (Alex A & Belinda B)
 Second Lowest Offscale: $23,603.8 (Charlie C)
 Cost to bring Lowest Pseudo Offscale to Second Lowest: $10,160.64
 10. Since there is not enough remaining in the Total Equity Pool, evenly distribute the remaining funds among the lowest pseudo offscales.
 Remaining Funds: $772.7
Alex A: $3,407.94 ($386.35 + $3,021.59)  Belinda B: $2,445.09 ($386.35 + $2,058.74 )
 Remaining Funds: $772.7
 11. Determine the final rounded equity adjustments to match the corresponding salary table rounding. (e.g. Professor tables are rounded to the nearest $100)

Person UCABVE Equity Adjustment Equity (Rounded) Updated UCABVE Alex A $225,400 $3,407.94 $3,400 $228,800 Belinda B $239,400 $2,445.09 $2,400 $241,800 Charlie C $343,200 $0 $0 $343,200

 As you can see, the positionality (ranking) of the faculty offscales is preserved. Both Alex A and Belinda B have moved above the original mean, but are still lower than Charlie C. The most dramatic effect is to raise Alex A much closer to their colleagues than before. Belinda B still receives a benefit, but because they were closer to the mean, the effect was smaller, as expected.
 1. Determine the Total Equity Pool