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Ofinance.cpp Go to the documentation of this file. //Filename : OFINANCE.CPP //Description : School class //Owner : Fred #include <OMATH.H> #include <OSYS.H> #include <OGAMESET.H> #include <OSCHLRES.H> #include <OPEERSCH.H> // for init_data #include <OSTUDENT.H> // MAX_STUDENT_LEVEL #include <ODEPT.H> // facutly_count #include <OCHANCE.H> // CU header file #include <OPSCHOOL.H> #include <OINVEST.H> #include <OATHLETI.H> #include <OFACILIT.H> #include <ODEVELOP.H> //990608 #include <OOPT.H> #include <OLinAlg.h> // for its quadratic_prog() and class Matrix #if(GAME_VERSION>=200) #include <OQUADPRG.H> #endif #include <OFINANCE.H> #include <OCHANCE.H> //## chea 230699 #include <OSTUOFF.H> #include <OLIBTECH.H> #ifdef DEBUG //#define _DEBUG_STAGE1 //#define _DEBUG_STAGE2 #endif #define DEBUG_VC #ifdef DEBUG_VC #include <STDIO.H> //temp for debug matrix #endif #include <OLOG.H> // for debug matrix // --------- "Input from elsewhere in the model" --------- // //TO make these all to member variables or macro /* X faculty_ftes = 320; avg_faculty_compensation = $268 Indirect cost rate 50.0% spons_research_for_AY_fac_sals = 20; percent_of_sponsored_research_for_other_salaries = 40.00; X tuition_rate = 18260; X Room and board rate $6,583 X Real growth of room & board rate 0.00% New building construction $0 New debt $20,000 */ //const int faculty_ftes = 230; // for stage2 //const int avg_faculty_compensation = 268; // for stage2; from resalloc.ex file: "This is an unrealisticly large number, caused by an inconsistency between the financial data used for testing this partof the model and the assumed bumber of faculty. Setting initial conditions from the game's database should take care of the problem." const int percent_spons_research_for_AY_fac = 20; // c61 // c62; for buget_report const float percent_of_sponsored_research_for_other_salaries = 40.00; // constants for buget_revenue/expense //const int library_acqs = 3780; //const int utilities_expense = 3285; //---------- Begin of static function prt_vector -----------// static void print_vector(const ColumnVector &xNames) { #ifdef DEBUG_VC char s[300]; sprintf(s, "%f, %f, %f, %f, %f, %f, %f, %f, %f", xNames(1),xNames(2),xNames(3), xNames(4),xNames(5),xNames(6), xNames(7),xNames(8),xNames(9)); DEBUG_LOG(s); #endif } static void print_vector2(const ColumnVector &xNames) { #ifdef DEBUG_VC int count = xNames.Storage(); char t[30]; String s = "-> "; for (int i=1; i<=count; i++ ) { sprintf(t, "%.3f, ", xNames(i)); s+= t; } DEBUG_LOG(s); #endif } //---------- Begin of static function prt_vector -----------// //---------- Begin of function FinancePolicy::bound_correction -----------// void FinancePolicy::bound_correction() { err_when(lower_limit > upper_limit); if (lower_bound > upper_bound) lower_bound = upper_bound; lower_bound = min(upper_limit, max(lower_bound, lower_limit)); upper_bound = max(lower_limit, min(upper_bound, upper_limit)); target_value = min(upper_bound, max(lower_bound, target_value)); result_value = min(upper_bound, max(lower_bound, result_value)); } //---------- End of function FinancePolicy::bound_correction -----------// //---------- Begin of function FinancePolicy::constraint_policy -----------// void FinancePolicy::set_constraint_policy(int saveLast) { if( saveLast ) { last_target_value = target_value; last_upper_bound = upper_bound; last_lower_bound = lower_bound; } lower_bound = min(upper_limit,max(lower_limit, target_value - OPT_MINIMUM_RANGE )); upper_bound = max(lower_limit, min(upper_limit, target_value + OPT_MINIMUM_RANGE )); target_value = min( max(target_value , lower_bound), upper_bound); bound_correction(); // ## 290699 //## chea 310899 try not using all the bound_correction } void FinancePolicy::reset_constraint_policy() { target_value = last_target_value; upper_bound = last_upper_bound; lower_bound = last_lower_bound; target_value = min( max(target_value , lower_bound), upper_bound); bound_correction(); // ## 290699 //## chea 310899 try not using all the bound_correction } //---------- End of function FinancePolicy::constraint_policy -----------// //---------- Begin of function FinancePolicy::reset_change -----------// void FinancePolicy::reset_change(bool resetAll) { //------- restore settings before Consider, Promise or Implement Now ---// if ( applied_flag > P_NONE ) { target_value = last_target_value ; upper_bound = last_upper_bound; lower_bound = last_lower_bound; import_weight = last_import_weight; required_flag = last_required_flag; } applied_flag = P_NONE; //-------- reset penality ---------// if ( resetAll ) { penalty_multiplier1 = 1; penalty_multiplier2 = 1; } } //---------- End of function FinancePolicy::reset_change -----------// //---------- Begin of function FinancePolicy::set_policy_target -----------// void Finance::set_policy_target(bool isRevenue, char index) { FinancePolicy& policyP = isRevenue ? revenue_policy_array[index] : expense_policy_array[index]; double targetArr[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT] = { 1.5, 1.5, 0, ( policyP.upper_bound + policyP.lower_bound ) / 2, 1.0, 1.0, 0, 0, 0, }; policyP.target_value = targetArr[isRevenue?index:index+REVENUE_POLICY_COUNT]; } //---------- End of function FinancePolicy::set_policy_target -----------// #if(GAME_VERSION>=200) struct Revenue_and_Expense { double Surplus_Deficit; double Tuition_Rate; double Revenue_Array[REVENUE_ITEM_COUNT][4]; // max accessed [5][3] /[][1]=direct, [][2]=indirect, [][3]=total double Expense_Array[EXPENSE_ITEM_COUNT][4]; // max accessed [12][3] / [][0]=faculty [][1]=staff [][2]=other [][3]=total double calc_Surplus_Deficit() { int i; Revenue_Array[AC_NET_TUITION_INCOME][3] = 0.0f; for( i = 0; i < AC_NET_TUITION_INCOME; ++i ) Revenue_Array[AC_NET_TUITION_INCOME][3] += Revenue_Array[i][3]; Surplus_Deficit = 0.0f; for( i = AC_NET_TUITION_INCOME; i < REVENUE_ITEM_COUNT; ++i ) Surplus_Deficit += Revenue_Array[i][3]; for( i = 0; i < EXPENSE_ITEM_COUNT; ++i ) Surplus_Deficit -= Expense_Array[i][3]; return Surplus_Deficit; } }; static void Optimize_policy_ver2( // output Revenue_and_Expense &Trial_Budget, Revenue_and_Expense &Final_Budget, // result of stage 1 float Result_Vector_S1[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT], float Result_Vector_S2[COST_RISE_POLICY_COUNT], // result of stage 2 // input int endStage, // finish in stage 1 or stage 2 const Revenue_and_Expense &Base_Budget, // Base_Budget is projected actual on 1st Aug const Revenue_and_Expense &Base_Actual, // Base_Actual is actual at year end // PL_Policy_Array_S1 is slider in stage 1 optimization; [0] is target, [1] is lower bound [2] is upper bound [3] is preference (weight) const float PL_Policy_Array_S1[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT][4], // PL_Policy_Array_S2 is slider in stage 2 optimization; [0] is target, [1] is lower bound [2] is upper bound [3] is preference (weight) const float PL_Policy_Array_S2[COST_RISE_POLICY_COUNT][4], double inflation, double Base_tuition_rate, double Base_enrollment, double Target_enrollment, double Actual_enrollment, double Base_endowmentMV, double Base_OpResBalance, float ST_int_rate_01Aug, float ST_int_rate_31Aug, double New_Debt_service ); static void Calc_Budget( Revenue_and_Expense &Budget_Obj, float *Policy_Vector_S1, float *Policy_Vector_S2, const Revenue_and_Expense &Base_Budget, double New_State_approp, double inflation, double Base_tuition_rate, double Target_enrollment, double Base_endowmentMV, double Base_OpResBalance, double ST_int_rate_01Aug, double New_Debt_service ); static void Write_Budget( Revenue_and_Expense &, int, int ); static void Calc_Matrices_S1( double trial_Surplus_Deficit, ColumnVector &c, DiagonalMatrix &Q, Matrix &A, ColumnVector &b, const float PL_Policy_Array_S1[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT][4], const Revenue_and_Expense &Base_Budget, double Base_tuition_rate, double Target_enrollment, double Base_endowmentMV, double inflation ); static void quadratic_prog( ColumnVector &c, DiagonalMatrix &Q, Matrix &A, ColumnVector &b, ColumnVector &xNames, int ); static void Calc_Matrices_S2( double dollar_Constraint, ColumnVector &c, DiagonalMatrix &Q, Matrix &A, ColumnVector &b, const Revenue_and_Expense &Base_Budget, const float PL_Policy_Array_S2[COST_RISE_POLICY_COUNT][4] ); static void Calc_Actual( Revenue_and_Expense &Actual_Obj, const Revenue_and_Expense &Budget_Obj, const Revenue_and_Expense &Base_Actual, double Actual_fac_salaries_31Aug, double ST_int_rate_31Aug, double Actual_enrollment, double Base_OpResBalance ); static void Optimize_policy_ver2( // output Revenue_and_Expense &Trial_Budget, Revenue_and_Expense &Final_Budget, // result of stage 1 float Result_Vector_S1[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT], float Result_Vector_S2[COST_RISE_POLICY_COUNT], // result of stage 2 // input int endStage, // finish in stage 1 or stage 2 const Revenue_and_Expense &Base_Budget, // Base_Budget is projected actual on 1st Aug const Revenue_and_Expense &Base_Actual, // Base_Actual is actual at year end // PL_Policy_Array_S1 is slider in stage 1 optimization; [0] is target, [1] is lower bound [2] is upper bound [3] is preference (weight) const float PL_Policy_Array_S1[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT][4], // PL_Policy_Array_S2 is slider in stage 2 optimization; [0] is target, [1] is lower bound [2] is upper bound [3] is preference (weight) const float PL_Policy_Array_S2[COST_RISE_POLICY_COUNT][4], double inflation, double Base_tuition_rate, // Tuition rate (eg, 4,000) double Base_enrollment, // Total number of students at the start of the year (eg 5,000) double Target_enrollment, // Sum of enrollment targets for the coming year + number of doctoral students at start of year (eg,5,200) double Actual_enrollment, // Actual number of student enrollments after the admissions process (eg.5,100) double Base_endowmentMV, // Endowment plus quasi endowment market value as of August 1; smoothed (eg, 220,000) double Base_OpResBalance, // Operating reserve balance as of August 1 (eg, 21,000) float ST_int_rate_01Aug, // Short-term interest rate as of August 1 float ST_int_rate_31Aug, // short-term interest rate as of August 31 double New_Debt_service // Debt service projected for next year (4,500) ) { int i; Revenue_and_Expense S1_Output_Budget, New_Actual; double Real_Budget_Growth_Dollars; // state appropriation double New_State_approp = Base_Budget.Revenue_Array[AC_STATE_APPROPRIATION][3]; double Actual_fac_salaries_31Aug = 0.0f; // Total salaries of faculty sims, including new hires (assumes player changes hiring slider) // in spreadsheet, Bill use the formula : // (Sum(i) Base_Budget.Expense_Array[i][0]) // * (1+ PL_Policy_Array_S1[REVENUE_POLICY_COUNT+PL_FACULTY_SALARY_INCREASES][0] // + PL_Policy_Array_S2[PL_FACULTY_FTE][0] + 0.01 ) for( i = 0; i < EXPENSE_ITEM_COUNT; ++i ) Actual_fac_salaries_31Aug += Base_Budget.Expense_Array[i][0]; Actual_fac_salaries_31Aug *= (1.0 + PL_Policy_Array_S1[REVENUE_POLICY_COUNT+PL_FACULTY_SALARY_INCREASES][0] + PL_Policy_Array_S2[PL_FACULTY_FTE][0] + 0.01 ); // Create temporary results vectors to get the stage 1 trial budget for( i = 0; i < REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT; ++i ) // stage 1 allocations equal player input Result_Vector_S1[i] = PL_Policy_Array_S1[i][0]; // Create temporary results vectors to get the stage 1 trial budget for( i = 0; i < COST_RISE_POLICY_COUNT; ++i ) // stage 2 allocations all equal the planned real budget growth Result_Vector_S2[i] = PL_Policy_Array_S1[REVENUE_POLICY_COUNT+PL_BUDGET_ADJUSTMENT][0]; // instantiate the trial budget class object; calculate and write the data // Set Trial_Budget = New Revenue_and_Expense; // ? Calc_Budget( Trial_Budget, Result_Vector_S1, Result_Vector_S2, Base_Budget, New_State_approp, inflation, Base_tuition_rate, Target_enrollment, Base_endowmentMV, Base_OpResBalance, ST_int_rate_01Aug, New_Debt_service ); // DEBUG OUTPUT Write_Budget( Trial_Budget, 76, 3 ); { ColumnVector c(REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT); DiagonalMatrix Q(REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT); Matrix A((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+2,REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT); ColumnVector b((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+2); // row x column ColumnVector xNames(REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT); // Calculate S1 input matrices, do the S1 optimization, and update the S1 result vector Calc_Matrices_S1( Trial_Budget.Surplus_Deficit, c, Q, A, b, PL_Policy_Array_S1, Base_Budget, Base_tuition_rate, Target_enrollment, Base_endowmentMV, inflation ); quadratic_prog( c, Q, A, b, xNames, 100); // Create temporary results vectors to get the Stage 1 output budget for( i = 0; i < REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT; ++i ) { Result_Vector_S1[i] = (float)xNames(i+1); // start from xNames(1) } // get the sum of last constraints float cSum = 0.0f; for( i = 1; i <= REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT; ++i ) { cSum += xNames(i) * A((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+1, i ); } // compare with b((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+2) // calc the value to minimize Qx^2 + cx float wSum = 0.0f; for( i = 1; i <= REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT; ++i ) { wSum += (Q(i) * xNames(i) + c(i)) * xNames(i); } // use another method to do optimization double Alt_Result_Vector_S1[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT]; double lowLimit[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT]; double highLimit[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT]; double tolLimit[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT]; double limitCoeff[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT]; double limitSum; double cost1[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT]; double cost2[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT]; for( i = 0; i < REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT; ++i ) { lowLimit[i] = PL_Policy_Array_S1[i][1]; highLimit[i] = PL_Policy_Array_S1[i][2]; tolLimit[i] = 0.0005; // except PL_ENDOWMENT_SPENDING_RATE, PL_INDIRECT_COST_RATE limitCoeff[i] = A((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+1, i+1 ); cost1[i] = c(i+1); cost2[i] = Q(i+1); } limitSum = b((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+1); tolLimit[PL_ENDOWMENT_SPENDING_RATE] = 0.001; tolLimit[PL_INDIRECT_COST_RATE] = 0.005; // give bigger error tol on surplus/deficit tolLimit[REVENUE_POLICY_COUNT+PL_SURPLUS_DEFICIT] = 0.001; QuadProgramming quadProg; if( quadProg.sp_quadratic_programming( REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT, Alt_Result_Vector_S1, lowLimit, highLimit, tolLimit, limitCoeff, limitSum, cost1, cost2 ) ) { // calc how good confront to constraint double cSum2 = 0.0; for( i = 0; i < REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT; ++i ) cSum2 += limitCoeff[i] * Alt_Result_Vector_S1[i]; // now compare cSum2 with limitSum double wSum2 = 0.0f; for( i = 0; i < REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT; ++i ) { wSum2 += (cost2[i] * Alt_Result_Vector_S1[i] + cost1[i]) * Alt_Result_Vector_S1[i]; } // now compare wSum2 with wSum if( wSum2 < wSum ) { // better solution for( i = 0; i < REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT; ++i ) { Result_Vector_S1[i] = Alt_Result_Vector_S1[i]; } } } } // DEBUG OUTPUT for( i = 0; i < COST_RISE_POLICY_COUNT; ++i ) { Result_Vector_S2[i] = Result_Vector_S1[REVENUE_POLICY_COUNT+PL_BUDGET_ADJUSTMENT]; } // Set S1_Output_Budget = new Revenue_and_Expense Calc_Budget( S1_Output_Budget, Result_Vector_S1, Result_Vector_S2, Base_Budget, New_State_approp, inflation, Base_tuition_rate, Target_enrollment, Base_endowmentMV, Base_OpResBalance, ST_int_rate_01Aug, New_Debt_service ); Write_Budget( S1_Output_Budget, 76, 8 ); // find Base_Budget OperatingCost double Base_Budget_OperatingCost = 0.0f; for( i = 0; i < OPERATING_EXPENSE_ITEM_COUNT; ++i ) Base_Budget_OperatingCost += Base_Budget.Expense_Array[i][3]; // stage 1 finish if( endStage <= 1 ) return; // Calculate S2 input matrices, do the S2 optimization, l and update the S2 result vector Real_Budget_Growth_Dollars = Result_Vector_S1[REVENUE_POLICY_COUNT+PL_BUDGET_ADJUSTMENT] * (Base_Budget_OperatingCost - Base_Budget.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][3]); { ColumnVector c(COST_RISE_POLICY_COUNT); DiagonalMatrix Q(COST_RISE_POLICY_COUNT); Matrix A(COST_RISE_POLICY_COUNT*2+2,COST_RISE_POLICY_COUNT); ColumnVector b(COST_RISE_POLICY_COUNT*2+2); ColumnVector xNames(COST_RISE_POLICY_COUNT); // Real_Budget_Growth_Dollars = (budget growth % from S1) * (total base operating expenditures - spons res) Calc_Matrices_S2( Real_Budget_Growth_Dollars, c, Q, A, b, Base_Budget, PL_Policy_Array_S2 ); quadratic_prog( c, Q, A, b, xNames, 100 ); for( i = 0; i < COST_RISE_POLICY_COUNT; ++i ) Result_Vector_S2[i] = (float)xNames(i+1); // start from xNames(1) // get the sum of last constraints float cSum = 0.0f; for( i = 1; i <= COST_RISE_POLICY_COUNT; ++i ) { cSum += xNames(i) * A(COST_RISE_POLICY_COUNT*2+1, i ); } // compare with b(COST_RISE_POLICY_COUNT*2+2) // calc the value to minimize Qx^2 + cx float wSum = 0.0f; for( i = 1; i <= COST_RISE_POLICY_COUNT; ++i ) { wSum += (Q(i) * xNames(i) + c(i)) * xNames(i); } // use another method to do optimization double Alt_Result_Vector_S2[COST_RISE_POLICY_COUNT]; double lowLimit[COST_RISE_POLICY_COUNT]; double highLimit[COST_RISE_POLICY_COUNT]; double tolLimit[COST_RISE_POLICY_COUNT]; double limitCoeff[COST_RISE_POLICY_COUNT]; double limitSum; double cost1[COST_RISE_POLICY_COUNT]; double cost2[COST_RISE_POLICY_COUNT]; for( i = 0; i < COST_RISE_POLICY_COUNT; ++i ) { lowLimit[i] = PL_Policy_Array_S2[i][1]; highLimit[i] = PL_Policy_Array_S2[i][2]; tolLimit[i] = 0.0005; limitCoeff[i] = A(COST_RISE_POLICY_COUNT*2+1, i+1 ); cost1[i] = c(i+1); cost2[i] = Q(i+1); } limitSum = b(COST_RISE_POLICY_COUNT*2+1); QuadProgramming quadProg; if( quadProg.sp_quadratic_programming( COST_RISE_POLICY_COUNT, Alt_Result_Vector_S2, lowLimit, highLimit, tolLimit, limitCoeff, limitSum, cost1, cost2 ) ) { // calc how good confront to constraint double cSum2 = 0.0; for( i = 0; i < COST_RISE_POLICY_COUNT; ++i ) cSum2 += limitCoeff[i] * Alt_Result_Vector_S2[i]; // now compare cSum2 with limitSum double wSum2 = 0.0f; for( i = 0; i < COST_RISE_POLICY_COUNT; ++i ) { wSum2 += (cost2[i] * Alt_Result_Vector_S2[i] + cost1[i]) * Alt_Result_Vector_S2[i]; } // now compare cSum2 with cSum if( fabs(cSum2 - limitSum) < fabs(cSum - limitSum) ) { // better solution for( i = 0; i < COST_RISE_POLICY_COUNT; ++i ) { Result_Vector_S2[i] = Alt_Result_Vector_S2[i]; } } } } // Set Final_Budget = new Revenue_and_Expense Calc_Budget( Final_Budget, Result_Vector_S1, Result_Vector_S2, Base_Budget, New_State_approp, inflation, Base_tuition_rate, Target_enrollment, Base_endowmentMV, Base_OpResBalance, ST_int_rate_01Aug, New_Debt_service ); // DEBUG OUTPUT Write_Budget( Final_Budget, 107, 3 ); // Set New_Actual = New Revenue_and_Expense Calc_Actual( New_Actual, Final_Budget, Base_Actual, Actual_fac_salaries_31Aug, ST_int_rate_31Aug, Actual_enrollment, Base_OpResBalance ); // DEBUG OUTPUT Write_Budget( New_Actual, 107, 8 ); } static void Calc_Actual( Revenue_and_Expense &Actual_Obj, const Revenue_and_Expense &Budget_Obj, const Revenue_and_Expense &Base_Actual, double Actual_fac_salaries_31Aug, double ST_int_rate_31Aug, double Actual_enrollment, double Base_OpResBalance ) { int i, j; // beware some use Budget_Obj, some use Base_Actual // Tuition revenue Actual_Obj.Revenue_Array[AC_GROSS_TUITION_INCOME][3] = Budget_Obj.Tuition_Rate * Actual_enrollment / 1000.0; // Financial Aid Actual_Obj.Revenue_Array[AC_FINANCIAL_AID][3] = Budget_Obj.Revenue_Array[AC_FINANCIAL_AID][3]; Actual_Obj.Revenue_Array[AC_NET_TUITION_INCOME][3] = 0.0f; for( i = AC_GROSS_TUITION_INCOME; i < AC_NET_TUITION_INCOME; ++i ) Actual_Obj.Revenue_Array[AC_NET_TUITION_INCOME][3] += Actual_Obj.Revenue_Array[i][3]; // Direct sponsored research Actual_Obj.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][1] = Base_Actual.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][1]; Actual_Obj.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][2] = Base_Actual.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][1] // Indirect (=0 if denominator = 0) * math.safe_divide(Budget_Obj.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][2],Budget_Obj.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][1]); Actual_Obj.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][3] = Actual_Obj.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][1] + Actual_Obj.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][2]; // Gifts Actual_Obj.Revenue_Array[AC_GIFTS][3] = Base_Actual.Revenue_Array[AC_GIFTS][3]; // Endowment spending Actual_Obj.Revenue_Array[AC_ENDOWMENT_SPENDING][3] = Budget_Obj.Revenue_Array[AC_ENDOWMENT_SPENDING][3]; // Athletics Actual_Obj.Revenue_Array[AC_INTERCOLLEGIATE_ATHLETICS][3] = Base_Actual.Revenue_Array[AC_INTERCOLLEGIATE_ATHLETICS][3]; // Other income Actual_Obj.Revenue_Array[AC_OTHER_OPERATING_INCOME][3] = Base_Actual.Revenue_Array[AC_OTHER_OPERATING_INCOME][3]; // Int on oper res Actual_Obj.Revenue_Array[AC_INTEREST_EARNED_OR_PAID][3] = ST_int_rate_31Aug * (Base_OpResBalance + Base_Actual.Surplus_Deficit); // State appropriation Actual_Obj.Revenue_Array[AC_STATE_APPROPRIATION][3] = Budget_Obj.Revenue_Array[AC_STATE_APPROPRIATION][3]; // Most actuals equal forecast for( i = 0; i < OPERATING_EXPENSE_ITEM_COUNT; ++i ) { for( j = 0; j <= 2; ++j ) { Actual_Obj.Expense_Array[i][j] = Budget_Obj.Expense_Array[i][j]; } } // Now process the exceptions and "below the line" items // Faculy salaries Actual_Obj.Expense_Array[AC_ACADEMIC_DEPARTMENTS][0] = Actual_fac_salaries_31Aug; for( j = 0; j <= 2; ++j ) // Sponsored research Actual_Obj.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][j] = Base_Actual.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][j]; // although in VBA from Bill, is 11 and 12 // change the index to 11-12, as Bill may think index 10 is used to operating expense total for( j = 0; j <= 2; ++j ) // Debt service Actual_Obj.Expense_Array[AC_SERVICE_ON_GENERAL_PLANT_DEBT][j] = Budget_Obj.Expense_Array[AC_SERVICE_ON_GENERAL_PLANT_DEBT][j]; for( j = 0; j <= 2; ++j ) // Transfer to capital reserve Actual_Obj.Expense_Array[AC_TRANSFER_TO_CAPITAL_RESERVE][j] = Budget_Obj.Expense_Array[AC_TRANSFER_TO_CAPITAL_RESERVE][j]; // calc faulty+staff+other to total of each expense item for( i = 0; i < EXPENSE_ITEM_COUNT; ++i ) { double expenseItemTotal = 0.0f; for( j = 0; j <= 2; ++j ) { expenseItemTotal += Actual_Obj.Expense_Array[i][j]; } Actual_Obj.Expense_Array[i][3] = expenseItemTotal; } Actual_Obj.calc_Surplus_Deficit(); } static void Calc_Budget( Revenue_and_Expense &Budget_Obj, float *Policy_Vector_S1, float *Policy_Vector_S2, const Revenue_and_Expense &Base_Budget, double New_State_approp, double inflation, double Base_tuition_rate, double Target_enrollment, double Base_endowmentMV, double Base_OpResBalance, double ST_int_rate_01Aug, double New_Debt_service ) { int i; // Forecasts revenue and expense items for use in budgeting // Revenues // Tuition revenue Budget_Obj.Tuition_Rate = (1.0 + inflation + Policy_Vector_S1[PL_TUITION_RATE_GROWTH]) * Base_tuition_rate; Budget_Obj.Revenue_Array[AC_GROSS_TUITION_INCOME][3] = (Budget_Obj.Tuition_Rate / 1000.0) * Target_enrollment; // Financial Aid Budget_Obj.Revenue_Array[AC_FINANCIAL_AID][3] = (1.0 + inflation + Policy_Vector_S1[PL_FINANCIAL_AID]) * Base_Budget.Revenue_Array[AC_FINANCIAL_AID][3]; // calc net tuition income Budget_Obj.Revenue_Array[AC_NET_TUITION_INCOME][3] = 0.0f; for( i = AC_GROSS_TUITION_INCOME; i < AC_NET_TUITION_INCOME; ++i ) { Budget_Obj.Revenue_Array[AC_NET_TUITION_INCOME][3] += Budget_Obj.Revenue_Array[i][3]; } // Sponsored research is calculated later // Gifts Budget_Obj.Revenue_Array[AC_GIFTS][3] = (1.0 + inflation) * Base_Budget.Revenue_Array[AC_GIFTS][3]; // Endowment spending (row 6) Budget_Obj.Revenue_Array[AC_ENDOWMENT_SPENDING][3] = Policy_Vector_S1[PL_ENDOWMENT_SPENDING_RATE] * Base_endowmentMV; // Athletics Budget_Obj.Revenue_Array[AC_INTERCOLLEGIATE_ATHLETICS][3] = (1.0 + inflation) * Base_Budget.Revenue_Array[AC_INTERCOLLEGIATE_ATHLETICS][3]; // Other operating income Budget_Obj.Revenue_Array[AC_OTHER_OPERATING_INCOME][3] = (1.0 + inflation) * Base_Budget.Revenue_Array[AC_OTHER_OPERATING_INCOME][3]; // Interest on the operating reserve (adjust for current year surplus/deficit) Budget_Obj.Revenue_Array[AC_INTEREST_EARNED_OR_PAID][3] = (Base_OpResBalance + Base_Budget.Surplus_Deficit) * ST_int_rate_01Aug; // state appropriation Budget_Obj.Revenue_Array[AC_STATE_APPROPRIATION][3] = New_State_approp; // Expenses // Academic departments Budget_Obj.Expense_Array[AC_ACADEMIC_DEPARTMENTS][0] = Base_Budget.Expense_Array[AC_ACADEMIC_DEPARTMENTS][0] * (1.0 + Policy_Vector_S2[PL_FACULTY_FTE] + inflation // Faculty salaries + Policy_Vector_S1[REVENUE_POLICY_COUNT+PL_FACULTY_SALARY_INCREASES] ); Budget_Obj.Expense_Array[AC_ACADEMIC_DEPARTMENTS][1] = Base_Budget.Expense_Array[AC_ACADEMIC_DEPARTMENTS][1] * (1.0 + Policy_Vector_S2[PL_NON_FACULTY_DEPARTMENTAL_EXPENSE] + inflation // Staff salaries + Policy_Vector_S1[REVENUE_POLICY_COUNT+PL_STAFF_SALARY_INCREASES]); Budget_Obj.Expense_Array[AC_ACADEMIC_DEPARTMENTS][2] = Base_Budget.Expense_Array[AC_ACADEMIC_DEPARTMENTS][2] // other salaries * (1.0 + Policy_Vector_S2[PL_NON_FACULTY_DEPARTMENTAL_EXPENSE] + inflation); Budget_Obj.Expense_Array[AC_ACADEMIC_DEPARTMENTS][3] = Budget_Obj.Expense_Array[AC_ACADEMIC_DEPARTMENTS][0] + Budget_Obj.Expense_Array[AC_ACADEMIC_DEPARTMENTS][1] + Budget_Obj.Expense_Array[AC_ACADEMIC_DEPARTMENTS][2]; // Sponsered research (equal last year except for salary increases) Budget_Obj.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][0] = Base_Budget.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][0] // Faculty salaries * (1.0 + inflation + Policy_Vector_S1[REVENUE_POLICY_COUNT+PL_FACULTY_SALARY_INCREASES]); Budget_Obj.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][1] = Base_Budget.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][1] // Staff salaries * (1.0 + inflation + Policy_Vector_S1[REVENUE_POLICY_COUNT+PL_STAFF_SALARY_INCREASES]); Budget_Obj.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][2] = Base_Budget.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][2] * (1.0 + inflation); // other expense Budget_Obj.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][3] = Budget_Obj.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][0] + Budget_Obj.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][1] + Budget_Obj.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][2]; // Support Service for( i = 1+AC_SPONSORED_RESEARCH_EXPENSE; i < OPERATING_EXPENSE_ITEM_COUNT; ++i ) { Budget_Obj.Expense_Array[i][0] = Base_Budget.Expense_Array[i][0] * (1.0 + Policy_Vector_S2[i] + inflation // Faculty salaries + Policy_Vector_S1[REVENUE_POLICY_COUNT+PL_FACULTY_SALARY_INCREASES] ); Budget_Obj.Expense_Array[i][1] = Base_Budget.Expense_Array[i][1] * (1.0 + Policy_Vector_S2[i] + inflation // Staff salaries + Policy_Vector_S1[REVENUE_POLICY_COUNT+PL_STAFF_SALARY_INCREASES]); Budget_Obj.Expense_Array[i][2] = Base_Budget.Expense_Array[i][2] * (1.0 + Policy_Vector_S2[i] + inflation); // other salaries Budget_Obj.Expense_Array[i][3] = Budget_Obj.Expense_Array[i][0] + Budget_Obj.Expense_Array[i][1] + Budget_Obj.Expense_Array[i][2]; } // Service on general plant debt and Transfer to capital reserve Budget_Obj.Expense_Array[AC_SERVICE_ON_GENERAL_PLANT_DEBT][0] = 0.0f; Budget_Obj.Expense_Array[AC_SERVICE_ON_GENERAL_PLANT_DEBT][1] = 0.0f; Budget_Obj.Expense_Array[AC_SERVICE_ON_GENERAL_PLANT_DEBT][2] = New_Debt_service; Budget_Obj.Expense_Array[AC_SERVICE_ON_GENERAL_PLANT_DEBT][3] = Budget_Obj.Expense_Array[AC_SERVICE_ON_GENERAL_PLANT_DEBT][2]; Budget_Obj.Expense_Array[AC_TRANSFER_TO_CAPITAL_RESERVE][0] = 0.0f; Budget_Obj.Expense_Array[AC_TRANSFER_TO_CAPITAL_RESERVE][1] = 0.0f; Budget_Obj.Expense_Array[AC_TRANSFER_TO_CAPITAL_RESERVE][2] = Base_Budget.Expense_Array[AC_TRANSFER_TO_CAPITAL_RESERVE][2] // Other Expense * (1.0 + inflation + Policy_Vector_S1[REVENUE_POLICY_COUNT+PL_REAL_TRANSFER_TO_PLANT_GROWTH]); Budget_Obj.Expense_Array[AC_TRANSFER_TO_CAPITAL_RESERVE][3] = Budget_Obj.Expense_Array[AC_TRANSFER_TO_CAPITAL_RESERVE][2]; // Sponsored research REVENUE (direct revenue = sponsored research expense; // indirect revenue = smoothed adjustment based on the new indirect cost rate) Budget_Obj.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][1] = Budget_Obj.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][3]; Budget_Obj.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][2] = Base_Budget.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][2] + 0.5 * (Budget_Obj.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][3] * Policy_Vector_S1[PL_INDIRECT_COST_RATE] - Base_Budget.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][2]); Budget_Obj.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][3] = Budget_Obj.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][1] + Budget_Obj.Revenue_Array[AC_SPONSORED_RESEARCH_REVENUE][2]; // calc surplus deficit Budget_Obj.calc_Surplus_Deficit(); } // this function original for Bill to fill fields on spreadsheet static void Write_Budget( Revenue_and_Expense &Trial_Budget, int, int ) { #ifdef DEBUG DEBUG_LOG("Revenue :"); String s; for( int i = 0; i < REVENUE_ITEM_COUNT; ++i ) { s = Trial_Budget.Revenue_Array[i][3]; if( i == AC_SPONSORED_RESEARCH_REVENUE ) { s += " {"; s += Trial_Budget.Revenue_Array[i][1]; s += " + "; s += Trial_Budget.Revenue_Array[i][2]; s += "}"; } DEBUG_LOG( (char *)s ); } DEBUG_LOG("Expense :"); for( i = 0; i < EXPENSE_ITEM_COUNT; ++i ) { s = Trial_Budget.Expense_Array[i][3]; s += " {"; s += Trial_Budget.Expense_Array[i][0]; s += " + "; s += Trial_Budget.Expense_Array[i][1]; s += " + "; s += Trial_Budget.Expense_Array[i][2]; s += "}"; DEBUG_LOG( (char *)s ); } s = "Surplus = "; s += Trial_Budget.Surplus_Deficit; DEBUG_LOG( (char *)s ); #endif } // dimension of c is [REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT] // dimension of Q is [REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT][REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT] // dimension of A is [(REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+2][REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT] // dimension of b is [(REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+2] static void Calc_Matrices_S1( double trial_Surplus_Deficit, ColumnVector &c, DiagonalMatrix &Q, Matrix &A, ColumnVector &b, const float PL_Policy_Array_S1[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT][4], const Revenue_and_Expense &Base_Budget, double Base_tuition_rate, double Target_enrollment, double Base_endowmentMV, double inflation ) { // Calculate the matrices for stage 1 optimization input // minimize c'x + x'Qx/2 s.t. Ax >= b ( and x >= 0 ) double remainder, coefficients[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT]; double Base_Budget_OperatingCost[4]; double Base_Budget_TotalUseOfFund[4]; int i,j; for( j = 0; j < 4; ++j ) { Base_Budget_OperatingCost[j] = 0.0f; for(i=0; i < OPERATING_EXPENSE_ITEM_COUNT; ++i ) Base_Budget_OperatingCost[j] += Base_Budget.Expense_Array[i][j]; } for( j = 0; j < 4; ++j ) { Base_Budget_TotalUseOfFund[j] = 0.0f; for(i=0; i < EXPENSE_ITEM_COUNT; ++i ) Base_Budget_TotalUseOfFund[j] += Base_Budget.Expense_Array[i][j]; } // initialize A to zero A = 0.0; // Contraints // Tuition rate coefficients[PL_TUITION_RATE_GROWTH] = Base_tuition_rate * Target_enrollment / 1000.0; // Financial aid coefficients[PL_FINANCIAL_AID] = Base_Budget.Revenue_Array[AC_FINANCIAL_AID][3]; // Endowment spending coefficients[PL_ENDOWMENT_SPENDING_RATE] = Base_endowmentMV; // indirect cost rate coefficients[PL_INDIRECT_COST_RATE] = Base_Budget.Expense_Array[AC_SPONSORED_RESEARCH_EXPENSE][3] * (1.015 + inflation) / 2.0f; // Approximates the salary increases to maintain linearity and allows for the smooth // faculty salaries coefficients[REVENUE_POLICY_COUNT+PL_FACULTY_SALARY_INCREASES] = -Base_Budget_OperatingCost[0]; // staff salaries coefficients[REVENUE_POLICY_COUNT+PL_STAFF_SALARY_INCREASES] = -Base_Budget_OperatingCost[1]; // real budget growth coefficients[REVENUE_POLICY_COUNT+PL_BUDGET_ADJUSTMENT] = -Base_Budget_OperatingCost[3]; // Transfer to capital reserve coefficients[REVENUE_POLICY_COUNT+PL_REAL_TRANSFER_TO_PLANT_GROWTH] = -Base_Budget.Expense_Array[AC_TRANSFER_TO_CAPITAL_RESERVE][3]; // surplus/deficit coefficients[REVENUE_POLICY_COUNT+PL_SURPLUS_DEFICIT] = -Base_Budget_TotalUseOfFund[3] * (1.0 + inflation); // object function static double weightScale = 100000.0; for(i = 0; i < REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT; ++i ) { // original design //c(i+1) = -PL_Policy_Array_S1[i][0] * PL_Policy_Array_S1[i][3]; // -target * weight //Q(i+1) = PL_Policy_Array_S1[i][3] / 2.0; // weight / 2 // change 1 double adjWeight = 1.0; if( coefficients[i] != 0.0 ) { // avoid adjWeight to be zero, (eg. sponsored research is zero, then indirect cost rate in unconstrainted. If adjWeight is zero, optimization can't get the target value (c/-2Q)) // order 1 : default adjWeight = PL_Policy_Array_S1[i][3] * fabs(coefficients[i])/weightScale; // order 0 //adjWeight = PL_Policy_Array_S1[i][3]; // order -1 //adjWeight = fabs(coefficients[i]) < 1.0 ? PL_Policy_Array_S1[i][3] // : PL_Policy_Array_S1[i][3] * weightScale / fabs(coefficients[i]); // order 2 //adjWeight = PL_Policy_Array_S1[i][3] * coefficients[i] * coefficients[i] / weightScale; } // -target * weight c(i+1) = -PL_Policy_Array_S1[i][0] * adjWeight; Q(i+1) = adjWeight / 2.0; // weight / 2 } remainder = trial_Surplus_Deficit; for( i = 0; i < REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT; ++i ) { if( i != REVENUE_POLICY_COUNT+PL_SURPLUS_DEFICIT ) remainder -= coefficients[i] * PL_Policy_Array_S1[i][0]; } for( i = 0; i < REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT; ++i ) { A(i+1,i+1) = 1.0; b(i+1) = PL_Policy_Array_S1[i][1]; // lower bound A(REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT+i+1, i+1) = -1.0f; // upper bound b(REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT+i+1) = -PL_Policy_Array_S1[i][2]; A((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+1, i+1) = -coefficients[i]; // positive budget constraint b((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+1) = remainder; A((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+2, i+1) = coefficients[i]; // negative budget constraint b((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+2) = -remainder; } // reverse the signs of the surplus/deficit terms // A((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2, REVENUE_POLICY_COUNT+PL_SURPLUS_DEFICIT) // = -A((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2, REVENUE_POLICY_COUNT+PL_SURPLUS_DEFICIT); // A((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+1, REVENUE_POLICY_COUNT+PL_SURPLUS_DEFICIT) // = -A((REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT)*2+1, REVENUE_POLICY_COUNT+PL_SURPLUS_DEFICIT); } // dimension of c is [COST_RISE_POLICY_COUNT] // dimension of Q is [COST_RISE_POLICY_COUNT][COST_RISE_POLICY_COUNT] // dimension of A is [COST_RISE_POLICY_COUNT*2+2][COST_RISE_POLICY_COUNT] // dimension of b is [COST_RISE_POLICY_COUNT*2+2] static void Calc_Matrices_S2( double dollar_Constraint, ColumnVector &c, DiagonalMatrix &Q, Matrix &A, ColumnVector &b, const Revenue_and_Expense &Base_Budget, const float PL_Policy_Array_S2[COST_RISE_POLICY_COUNT][4] ) { // calculate the matrices for stage 2 optimization input // minimize c'x + x'Qx/2 s.t. Ax >= b ( and x >= 0 ) // NOTE : the second-order effects between real budget growth and salary increments // and faculty research offsets are ignored to make the results easy to track. double coefficients[COST_RISE_POLICY_COUNT]; int i; // initialize A to zero A = 0.0; // constraint for( i = 0; i < COST_RISE_POLICY_COUNT; ++i ) { if( i == PL_FACULTY_FTE ) { // faculty budget coefficients[i] = Base_Budget.Expense_Array[AC_ACADEMIC_DEPARTMENTS][0]; } else if( i == PL_NON_FACULTY_DEPARTMENTAL_EXPENSE ) { coefficients[i] = Base_Budget.Expense_Array[AC_ACADEMIC_DEPARTMENTS][1] // nonfaculty dept'l expense + Base_Budget.Expense_Array[AC_ACADEMIC_DEPARTMENTS][2]; } else { err_when( i >= OPERATING_EXPENSE_ITEM_COUNT ); // all other expenditure line items coefficients[i] = Base_Budget.Expense_Array[i][3]; } } // objective function for( i = 0; i < COST_RISE_POLICY_COUNT; ++i ) { // original design //c(i+1) = -PL_Policy_Array_S2[i][0] * PL_Policy_Array_S2[i][3]; // -target * weight //Q(i+1) = PL_Policy_Array_S2[i][3] / 2.0; // weight / 2 // change 1 double adjWeight = PL_Policy_Array_S2[i][3] * fabs(coefficients[i])/100000.0; // -target * weight c(i+1) = -PL_Policy_Array_S2[i][0] * adjWeight; Q(i+1) = adjWeight / 2.0; // weight / 2 } for( i = 0; i < COST_RISE_POLICY_COUNT; ++i ) { A(i+1,i+1) = 1.0; b(i+1) = PL_Policy_Array_S2[i][1]; // lower bound A(COST_RISE_POLICY_COUNT+i+1,i+1) = -1.0f; // upper bound b(COST_RISE_POLICY_COUNT+i+1) = -PL_Policy_Array_S2[i][2]; A(COST_RISE_POLICY_COUNT*2+1,i+1) = coefficients[i]; // Positive budget constraint b(COST_RISE_POLICY_COUNT*2+1) = dollar_Constraint; A(COST_RISE_POLICY_COUNT*2+2,i+1) = -coefficients[i]; // Negative budget constraint b(COST_RISE_POLICY_COUNT*2+2) = -dollar_Constraint; } } static void quadratic_prog( ColumnVector &c, DiagonalMatrix &Q, Matrix &A, ColumnVector &b, ColumnVector &xNames, int loopCountMultiplier ) { // use another way to do programming LinearAlgebra::quadratic_prog(c,Q,A,b,xNames, loopCountMultiplier); // may return false } // get input for Optimize_policy_ver2 static void input_Optimize_policy_ver2( Revenue_and_Expense& Base_Budget, // Base_Budget is projected actual on 1st Aug Revenue_and_Expense& Base_Actual, // Base_Actual is actual at year end // slider in stage 1 optimization; [0] is target, [1] is lower bound [2] is upper bound [3] is preference (weight) float PL_Policy_Array_S1[REVENUE_POLICY_COUNT+EXPENSE_POLICY_COUNT][4], // slider in stage 2 optimization; [0] is target, [1] is lower bound [2] is upper bound [3] is preference (weight) float PL_Policy_Array_S2[COST_RISE_POLICY_COUNT][4], double& inflation, double& Base_tuition_rate, double& Base_enrollment, double& Target_enrollment, double& Actual_enrollment, double& Base_endowmentMV,double& Base_OpResBalance, float& ST_int_rate_01Aug, float& ST_int_rate_31Aug, double& New_Debt_service ) { // allocation stage 1 // set input parameter int i; if( info.prerun_year && info.game_year == 1 ) { // initialization for( i = 0; i < REVENUE_ITEM_COUNT; ++i ) { Base_Budget.Revenue_Array[i][0] = 0.0; Base_Budget.Revenue_Array[i][1] = finance.revenue_array[i].direct; Base_Budget.Revenue_Array[i][2] = finance.revenue_array[i].indirect; Base_Budget.Revenue_Array[i][3] = finance.revenue_array[i].total; } for( i = 0; i < EXPENSE_ITEM_COUNT; ++i ) { Base_Budget.Expense_Array[i][0] = finance.expense_array[i].faculty; Base_Budget.Expense_Array[i][1] = finance.expense_array[i].staff; Base_Budget.Expense_Array[i][2] = finance.expense_array[i].other; Base_Budget.Expense_Array[i][3] = finance.expense_array[i].total; } } else { for( i = 0; i < REVENUE_ITEM_COUNT; ++i ) { Base_Budget.Revenue_Array[i][0] = 0.0; Base_Budget.Revenue_Array[i][1] = finance.projected_revenue_array[i].month_start.direct; Base_Budget.Revenue_Array[i][2] = finance.projected_revenue_array[i].month_start.indirect; Base_Budget.Revenue_Array[i][3] = finance.projected_revenue_array[i].month_start.total; } for( i = 0; i < EXPENSE_ITEM_COUNT; ++i ) { Base_Budget.Expense_Array[i][0] = finance.projected_expense_array[i].month_start.faculty; Base_Budget.Expense_Array[i][1] = finance.projected_expense_array[i].month_start.staff; Base_Budget.Expense_Array[i][2] = finance.projected_expense_array[i].month_start.other; Base_Budget.Expense_Array[i][3] = finance.projected_expense_array[i].month_start.total; } } if( info.prerun_year && info.game_year == 1 ) { // initialization for( i = 0; i < REVENUE_ITEM_COUNT; ++i ) { Base_Actual.Revenue_Array[i][0] = 0.0; Base_Actual.Revenue_Array[i][1] = finance.revenue_array[i].direct; Base_Actual.Revenue_Array[i][2] = finance.revenue_array[i].indirect; Base_Actual.Revenue_Array[i][3] = finance.revenue_array[i].total; } for( i = 0; i < EXPENSE_ITEM_COUNT; ++i ) { Base_Actual.Expense_Array[i][0] = finance.expense_array[i].faculty; Base_Actual.Expense_Array[i][1] = finance.expense_array[i].staff; Base_Actual.Expense_Array[i][2] = finance.expense_array[i].other; Base_Actual.Expense_Array[i][3] = finance.expense_array[i].total; } } else { for( i = 0; i < REVENUE_ITEM_COUNT; ++i ) { Base_Actual.Revenue_Array[i][0] = 0.0; Base_Actual.Revenue_Array[i][1] = finance.projected_revenue_array[i].this_year.direct; Base_Actual.Revenue_Array[i][2] = finance.projected_revenue_array[i].this_year.indirect; Base_Actual.Revenue_Array[i][3] = finance.projected_revenue_array[i].this_year.total; } for( i = 0; i < EXPENSE_ITEM_COUNT; ++i ) { Base_Actual.Expense_Array[i][0] = finance.projected_expense_array[i].this_year.faculty; Base_Actual.Expense_Array[i][1] = finance.projected_expense_array[i].this_year.staff; Base_Actual.Expense_Array[i][2] = finance.projected_expense_array[i].this_year.other; Base_Actual.Expense_Array[i][3] = finance.projected_expense_array[i].this_year.total; } } for( i = 0; i < REVENUE_POLICY_COUNT; ++i ) { // [0] is target PL_Policy_Array_S1[i][0] = (float)finance.revenue_policy_array[i].target_value / 100.0f; // [1] is ower bound PL_Policy_Array_S1[i][1] = (float)finance.revenue_policy_array[i].lower_bound / 100.0f; // [2] is upper bound PL_Policy_Array_S1[i][2] = (float)finance.revenue_policy_array[i].upper_bound / 100.0f; // [3] is preference (weight) PL_Policy_Array_S1[i][3] = (float)finance.revenue_policy_array[i].import_weight; if( finance.revenue_policy_array[i].required_flag ) { // [0] is target PL_Policy_Array_S1[i][1] = PL_Policy_Array_S1[i][2] = (float)finance.revenue_policy_array[i].target_value / 100.0f; PL_Policy_Array_S1[i][3] = OPT_HIGH_WEIGHT * 10; } } for( i = 0; i < EXPENSE_POLICY_COUNT; ++i ) { // [0] is target PL_Policy_Array_S1[REVENUE_POLICY_COUNT+i][0] = (float)finance.expense_policy_array[i].target_value / 100.0f; // [1] is ower bound PL_Policy_Array_S1[REVENUE_POLICY_COUNT+i][1] = (float)finance.expense_policy_array[i].lower_bound / 100.0f; // [2] is upper bound PL_Policy_Array_S1[REVENUE_POLICY_COUNT+i][2] = (float)finance.expense_policy_array[i].upper_bound / 100.0f; // [3] is preference (weight) PL_Policy_Array_S1[REVENUE_POLICY_COUNT+i][3] = (float)finance.expense_policy_array[i].import_weight; if( finance.expense_policy_array[i].required_flag ) { // [0] is target PL_Policy_Array_S1[REVENUE_POLICY_COUNT+i][1] = PL_Policy_Array_S1[REVENUE_POLICY_COUNT+i][2] = (float)finance.expense_policy_array[i].target_value / 100.0f; PL_Policy_Array_S1[REVENUE_POLICY_COUNT+i][3] = OPT_HIGH_WEIGHT * 10; } } for( i = 0; i < COST_RISE_POLICY_COUNT; ++i ) { PL_Policy_Array_S2[i][0] = (float)finance.cost_rise_policy_array[i].target_value / 100.0f; PL_Policy_Array_S2[i][1] = (float)finance.cost_rise_policy_array[i].lower_bound / 100.0f; PL_Policy_Array_S2[i][2] = (float)finance.cost_rise_policy_array[i].upper_bound / 100.0f; PL_Policy_Array_S2[i][3] = (float)finance.cost_rise_policy_array[i].import_weight; if( finance.cost_rise_policy_array[i].required_flag ) { PL_Policy_Array_S2[i][1] = PL_Policy_Array_S2[i][2] = (float)finance.cost_rise_policy_array[i].target_value / 100.0f; PL_Policy_Array_S2[i][3] = OPT_HIGH_WEIGHT * 10; } } inflation = finance.inflation_rate/100.0; Base_tuition_rate = finance.tuition_rate; // initialization Base_enrollment = (info.prerun_year && info.game_year == 1) ? enroll_res.total_student_count : department_array.student_level_history[MAX_STUDENT_LEVEL_TOTAL][HISTORY_YEAR_COUNT-1]; Target_enrollment = enroll_res.target_enrollment[UG_TRADITION] + enroll_res.target_enrollment[UG_NONTRADITION] + enroll_res.target_enrollment[MASTER] + department_array.student_level_history[DOCTOR][HISTORY_YEAR_COUNT-1]; Actual_enrollment = Target_enrollment; // temp, don't know because not generate next year enrollment yet // Base_endowmentMV = investment_office.smoothed_endowment_value; // Base_endowmentMV = finance.this_year.asset_array[AC_ENDOWMENT] + finance.this_year.asset_array[AC_QUASI]; Base_endowmentMV = investment_office.smoothed_endowment_value + investment_office.smoothed_quasi_endowment_value; Base_OpResBalance = finance.this_year.asset_array[AC_OPERATING_RESERVE]; ST_int_rate_01Aug = (float)finance.short_term_debt_interest_history[THIS_MONTH-1] / 100.0f; ST_int_rate_31Aug = (float)finance.short_term_debt_interest_history[THIS_MONTH] / 100.0f; //initialization New_Debt_service = (info.prerun_year && info.game_year == 1) ? finance.expense_array[AC_SERVICE_ON_GENERAL_PLANT_DEBT].total : finance.projected_expense_array[AC_SERVICE_ON_GENERAL_PLANT_DEBT].next_year.total; } #endif //---------- Begin of function Finance::init -----------// void Finance::init() { memset( this, 0, sizeof(Finance) ); fiscal_year_start_month = 9; fiscal_year_end_month = 8; //---- fully exogenous factors -----// inflation_rate = 0.0; // 0222 3.0; // C72 short_term_debt_interest = 3.0; // 0406 3.0; long_term_debt_interest = 6.0; // 0406 6.0; debt_fraction_repaid_annually = 4.0; family_income_growth = 0.0; construction_cost_growth = 3.0; building_life_for_calc_depreciation = 50; // G80 //--- exogenous, but may be influenced by the player ---// investment_office.expected_real_annual_return_rate = 7.0f; endowment_return = 7.0; sponsored_research_growth = 0.0; gifts_growth = 0.0; athletics_revenue_growth = 0.0; // G75 bank_debt_interest = 5.0; other_expense_growth = 0.5; other_income_growth = 0.0; //--------- time variation variable 1017 --------// //------- initialization ("design notes 0830 section8.2) float rate = m.fmax(.01f, math.get_random_snd(.04f, PSCH_SD(.01f))) / 12; //inflation_rate_hist.init(FA_HISTORY_YEAR, rate); inflation_rate_hist.init(FA_HISTORY_YEAR, 0); //0222 inflation_rate = inflation_rate_hist.get_sum(); err_when(inflation_rate != 0); //------------------------------------------------// // ----- init player input for stage1 ----- // //------------------------------------------------// int i; //--------// revenue_policy_array[PL_TUITION_RATE_GROWTH].lower_limit = -5; revenue_policy_array[PL_FINANCIAL_AID].lower_limit = -5; revenue_policy_array[PL_ENDOWMENT_SPENDING_RATE].lower_limit = 4; revenue_policy_array[PL_INDIRECT_COST_RATE].lower_limit = 20; expense_policy_array[0].lower_limit = 0.0; expense_policy_array[1].lower_limit = 0.0; expense_policy_array[2].lower_limit = -5; expense_policy_array[3].lower_limit = -5; expense_policy_array[4].lower_limit = -3; //----// revenue_policy_array[PL_TUITION_RATE_GROWTH].upper_limit = 5; revenue_policy_array[PL_FINANCIAL_AID].upper_limit = 5; revenue_policy_array[PL_ENDOWMENT_SPENDING_RATE].upper_limit = 10; revenue_policy_array[PL_INDIRECT_COST_RATE].upper_limit = 70; expense_policy_array[0].upper_limit = 5.0; expense_policy_array[1].upper_limit = 5.0; expense_policy_array[2].upper_limit = 5.0; expense_policy_array[3].upper_limit = 5.0; expense_policy_array[4].upper_limit = 3; revenue_policy_array[0].max_penalty1 = 10; revenue_policy_array[1].max_penalty1 = 10; revenue_policy_array[2].max_penalty1 = 5; revenue_policy_array[3].max_penalty1 = 20; expense_policy_array[0].max_penalty1 = 20; expense_policy_array[1].max_penalty1 = 20; expense_policy_array[2].max_penalty1 = 5; expense_policy_array[3].max_penalty1 = 10; expense_policy_array[4].max_penalty1 = 20; expense_policy_array[0].max_penalty2 = 20; expense_policy_array[1].max_penalty2 = 20; expense_policy_array[2].max_penalty2 = 5; expense_policy_array[3].max_penalty2 = 10; expense_policy_array[4].max_penalty2 = 20; //max_penalty_effect for ( i=0; i<REVENUE_POLICY_COUNT; i++) { //990506 revenue_policy_array[i].target_value = (revenue_policy_array[i].lower_limit+revenue_policy_array[i].upper_limit) / 2; revenue_policy_array[i].lower_bound = revenue_policy_array[i].lower_limit; revenue_policy_array[i].upper_bound = revenue_policy_array[i].upper_limit; revenue_policy_array[i].import_weight = OPT_MID_WEIGHT; revenue_policy_array[i].penalty_multiplier1 = 1; revenue_policy_array[i].penalty_multiplier2 = 1; set_policy_target(true, i); } for ( i=0; i<EXPENSE_POLICY_COUNT; i++) { // expense_policy_array[i].target_value = (expense_policy_array[i].lower_limit+expense_policy_array[i].upper_limit) / 2; expense_policy_array[i].lower_bound = expense_policy_array[i].lower_limit; expense_policy_array[i].upper_bound = expense_policy_array[i].upper_limit; expense_policy_array[i].import_weight = OPT_MID_WEIGHT; expense_policy_array[i].penalty_multiplier1 = 1; expense_policy_array[i].penalty_multiplier2 = 1; set_policy_target(false, i); } //---------// revenue_policy_array[0].lower_bound = 0; // 990518; temp fix for 2.6.2 and 5.1.1 //---------// for (i=0; i<REVENUE_POLICY_COUNT; i++) { revenue_policy_array[i].reset_change(true); revenue_policy_array[i].bound_correction(); //## chea 310899 try not using all the bound_correction revenue_policy_array[i].penalty_direction = NEGATIVE; } for (i=0; i<EXPENSE_POLICY_COUNT; i++) { expense_policy_array[i].reset_change(true); expense_policy_array[i].bound_correction(); //## chea 310899 try not using all the bound_correction expense_policy_array[i].penalty_direction = NEGATIVE; } revenue_policy_array[PL_TUITION_RATE_GROWTH].penalty_direction = POSITIVE; revenue_policy_array[PL_INDIRECT_COST_RATE].penalty_direction = POSITIVE; // // ----- for stage2 ----- // // cost_rise_policy_array[0].target_value = 0.0; cost_rise_policy_array[1].target_value = 0.0; cost_rise_policy_array[2].target_value = 0.0; cost_rise_policy_array[3].target_value = 0.0; cost_rise_policy_array[4].target_value = 0.0; cost_rise_policy_array[5].target_value = 0.0; cost_rise_policy_array[6].target_value = 0.0; cost_rise_policy_array[7].target_value = 0.0; cost_rise_policy_array[8].target_value = 0.0; cost_rise_policy_array[9].target_value = 0.0; cost_rise_policy_array[0].lower_bound = -5; cost_rise_policy_array[1].lower_bound = -5; cost_rise_policy_array[2].lower_bound = -5; cost_rise_policy_array[3].lower_bound = -5; cost_rise_policy_array[4].lower_bound = -5; cost_rise_policy_array[5].lower_bound = -5; cost_rise_policy_array[6].lower_bound = -5; cost_rise_policy_array[7].lower_bound = -5; cost_rise_policy_array[8].lower_bound = -5; cost_rise_policy_array[9].lower_bound = -5; cost_rise_policy_array[0].upper_bound = 5; cost_rise_policy_array[1].upper_bound = 5; cost_rise_policy_array[2].upper_bound = 5; cost_rise_policy_array[3].upper_bound = 5; cost_rise_policy_array[4].upper_bound = 5; cost_rise_policy_array[5].upper_bound = 5; cost_rise_policy_array[6].upper_bound = 5; cost_rise_policy_array[7].upper_bound = 5; cost_rise_policy_array[8].upper_bound = 5; cost_rise_policy_array[9].upper_bound = 5; cost_rise_policy_array[0].max_penalty1 = 5; cost_rise_policy_array[1].max_penalty1 = 10; cost_rise_policy_array[2].max_penalty1 = 5; cost_rise_policy_array[3].max_penalty1 = 50; cost_rise_policy_array[4].max_penalty1 = 5; cost_rise_policy_array[5].max_penalty1 = 5; cost_rise_policy_array[6].max_penalty1 = 50; cost_rise_policy_array[7].max_penalty1 = 10; cost_rise_policy_array[8].max_penalty1 = 10; cost_rise_policy_array[9].max_penalty1 = 50; cost_rise_policy_array[0].max_penalty2 = 0; cost_rise_policy_array[1].max_penalty2 = 0; cost_rise_policy_array[2].max_penalty2 = 5; cost_rise_policy_array[3].max_penalty2 = 10; cost_rise_policy_array[4].max_penalty2 = 0; cost_rise_policy_array[5].max_penalty2 = 50; cost_rise_policy_array[6].max_penalty2 = 0; cost_rise_policy_array[7].max_penalty2 = 0; cost_rise_policy_array[8].max_penalty2 = 0; cost_rise_policy_array[9].max_penalty2 = 0; for ( i=0; i<COST_RISE_POLICY_COUNT; i++) { cost_rise_policy_array[i].lower_limit = -5.0; cost_rise_policy_array[i].upper_limit = 5.0; cost_rise_policy_array[i].import_weight = OPT_MID_WEIGHT; cost_rise_policy_array[i].penalty_multiplier1 = 1; cost_rise_policy_array[i].penalty_multiplier2 = 1; } //---------// for ( i=0; i<COST_RISE_POLICY_COUNT; i++) { cost_rise_policy_array[i].bound_correction(); //## chea 310899 try not using all the bound_correction cost_rise_policy_array[i].reset_change(true); cost_rise_policy_array[i].penalty_direction = NEGATIVE; } } //---------- End of function Finance::init -----------// //---------- Begin of function Finance::deinit -----------// void Finance::deinit() { } //---------- End of function Finance::deinit -----------// //---------- Begin of function Finance::init_data -----------// void Finance::init_data_pre_enroll() { // 1228 PeerSchool *playerSchoolEx = school_res.player_peer_school; //---------------------------------------------------// tuition_rate = playerSchoolEx->tuition_rate; } void Finance::init_data() { int i; PeerSchool *playerSchoolEx = school_res.player_peer_school; //-----------------------------------------------------------// int totalFacResearchExpense = 0; // monthly int d; Department *dept; for ( d=department_array.size(); d>0; d-- ) { if ( department_array.is_deleted(d) ) continue; dept = department_array[d]; dept->calc_research_dollar(); //## chea 221199 // totalFacResearchExpense += dept->total_research_dollar; totalFacResearchExpense += dept->total_research_dollar /1000; } int totalResearchExpense = 0; //0219 // 990421 totalResearchExpense = int( 12 * totalFacResearchExpense ); //------------ initialize balance sheet -------------// memset( last_year.asset_array, 0, sizeof(last_year.asset_array) ); memset( last_year.liability_array, 0, sizeof(last_year.liability_array) ); // 0305 last_year.asset_array[AC_OPERATING_RESERVE] = playerSchoolEx->operating_reserve * 1.3; #if(GAME_VERSION>=200) this_year.asset_array[AC_OPERATING_RESERVE] = last_year.asset_array[AC_OPERATING_RESERVE]; #endif last_year.asset_array[AC_ENDOWMENT] = playerSchoolEx->endowment_market;