Post on 23-Aug-2020
transcript
Budget Advisory Council
Division of Academic Affairs
Jennifer Summit
Provost and Vice President (Interim)
Aims
1. Increase budget transparency
2. Improve curriculum planning
3. Align academic budget with strategic goals
History
In 2009 SF State cut 350 classes
History
Most cuts were to GE and service classes
“Augment” system created
College budgets haven’t changed
1. Budgets essentially frozen in 2009
2. Each year’s allocation based on previous year (incremental budget)
1. College allocations not linked to enrollments (except through augments)
2. Hiring, staff, and operations not separately planned or budgeted
Total college budgets haven’t changed
Instructional budgets haven’t changed
Non-instructional budgets took cuts
College Enrollments (FTES)
The need for a new budget model
1. Allocations aligned with enrollment growth and student success
2. Stability in colleges’ base budgets
3. Improved planning around hiring, curriculum development, strategic growth
Budget Advisory CouncilKim Altura, Associate Dean DUEAPYvonne Bui, Chair, Special Education, GCOEJohn Elia, Associate Dean CHSSJacqueline Foley, Associated StudentsAndrew Harris, Dean LCAGuido Krickx, Dean CELRon Marzke, Chair, Physics and Astronomy, COSEDylan Mooney, Staff, CHSS; Academic SenateJay Orendorff, AVP Business Operations, A&FLinda Oubre, Dean COBGrace Yoo, Chair, Asian American Studies, COES
Andrew Harris, Dean LCADylan Mooney, Staff, CHSS; Academic SenateGrace Yoo, Chair, Asian American Studies, COESGuido Krickx, Dean CELJacqueline Foley, Associated StudentsJay Orendorff, AVP Business Operations, A&FJohn Elia, Associate Dean CHSSKim Altura, Associate Dean DUEAPLinda Oubre, Dean COBRon Marzke, Chair, Physics and Astronomy, COSETroi Carleton, Associate Dean LCAYvonne Bui, Chair, Special Education, GCOE
Andrew Harris, Dean LCADylan Mooney, Staff, CHSS; Academic SenateGrace Yoo, Chair, Asian American Studies, COESGuido Krickx, Dean CELJacqueline Foley, Associated StudentsJay Orendorff, AVP Business Operations, A&FJohn Elia, Associate Dean CHSSKim Altura, Associate Dean DUEAPLinda Oubre, Dean COBRon Marzke, Chair, Physics and Astronomy, COSETroi Carleton, Associate Dean LCAYvonne Bui, Chair, Special Education, GCOE
Andrew Harris, Dean LCADylan Mooney, Staff, CHSS; Academic SenateGrace Yoo, Chair, Asian American Studies, COESGuido Krickx, Dean CELJacqueline Foley, Associated StudentsJay Orendorff, AVP Business Operations, A&FJohn Elia, Associate Dean CHSSKim Altura, Associate Dean DUEAPLinda Oubre, Dean COBRon Marzke, Chair, Physics and Astronomy, COSETroi Carleton, Associate Dean LCAYvonne Bui, Chair, Special Education, GCOE
• To examine and assess the current Academic Affairs budget
• To investigate and assess alternative budget models
• To establish guiding principles for a new budget model for Academic Affairs that recognizes and supports enrollments, student retention and graduation, and educational excellence
BAC Charge
• To examine and assess the current Academic Affairs budget
• Analysis of historical budget• Analysis of current budget
• To investigate and assess alternative budget models
• Visit by Jane Wellman, Delta Cost Project (Fall 2016)• Visit by Ed Inch, Provost, CSU East Bay (Fall 2016)• Visit by Andy Feinstein, Provost, SJSU (Spring 2017)• Initial effort to realign augments with high-demand courses
(Spring 2017)
BAC progress: 2016-17
To establish guiding principles for a new budget model for Academic Affairs that recognizes and supports enrollments, student retention and graduation, and educational excellence
• To align curriculum budget with enrollment needs• To allocate full curriculum planning budget to colleges one
year in advance• To allow colleges to plan full year’s curriculum one year in
advance without augments
BAC goals: 2017-18
Student Classification
Unduplicated
Headcount
Total
FTES Business Education
Ethnic
Studies
Health and
Social Sci
Liberal and
Creative
Arts
Science and
Engineering Ext. Learning
Interdisciplinary
Studies
First-time Freshmen 114 99.3 4.8 1.2 6.8 2.7 53.0 30.9 - -
New Transfer, Freshmen 28 23.8 5.8 - 2.2 1.5 9.0 5.3 - -
New Transfer, Sophomores 104 84.1 10.0 0.4 6.0 8.0 42.5 17.1 - 0.1
New Transfer, Juniors 1,114 918.0 217.8 14.8 63.6 86.2 360.5 170.2 0.2 4.7
New Transfer, Seniors 212 165.5 31.8 3.0 13.8 18.0 57.1 41.6 - 0.2
New Post Bacs 87 73.3 - 26.3 - 44.8 2.2 - - -
New Graduates 224 155.8 17.0 68.0 0.8 14.9 28.5 26.7 - -
Continuing, Freshmen 4,028 3,212.8 148.8 136.6 303.5 168.6 1,439.0 1,012.4 - 3.9
Continuing, Sophomores 3,741 3,400.8 389.7 85.1 338.6 299.7 1,317.8 963.6 0.2 6.1
Continuing, Juniors 6,533 5,747.9 1,237.4 138.6 327.9 852.2 1,801.9 1,374.9 0.2 14.7
Continuing, Seniors 8,822 7,315.4 1,887.7 197.3 316.5 1,155.7 1,990.8 1,751.8 0.4 15.3
Continuing, Post Bacs 205 163.8 1.6 127.4 - 26.3 6.2 2.2 - -
Continuing, Graduates 2,345 1,749.2 138.6 373.1 32.0 499.5 383.3 321.2 - 1.4
Total 27,557 23,109.6 4,091.1 1,171.8 1,411.6 3,178.2 7,491.8 5,717.8 1.0 46.4
Colleges that offerred courses (FTES)
New
C
ont
inui
ng
HC HC HC
1st Time Freshmen - 4,120 114
New UG Transfers - 3,150 1,458
New Pbac - 145 87
1st Time Graduates 50 930 224
Total 50 8,345 1,883
Undergraduates 5,911 18,208 23,124
2BA/Pbac 119 134 205
Graduates 350 1,777 2,345
Total 6,380 20,119 25,674
Undergraduates 5,911 25,478 24,696
2BA/PB/Credentials 119 279 292
Graduates 400 2,707 2,569
Total 6,430 28,464 27,557
Projection
Fall 2017 Spring 2018Summer 2017
Univ
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New
C
ontin
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Induced Course Load Matrix (ICLM) :
Course Enrollment Targets
College of Majors
Headcount
of Majors Total FTES Business Education
Ethnic
Studies
Extended
Learning
Health and
Social Sci
Interdisciplinary
Studies
Liberal and
Creative
Arts
Science and
Engineering
Business 5,859 4,939.4 3,494.6 32.0 199.7 0.2 134.1 7.9 688.3 382.7
Education 1,053 875.2 5.9 785.1 10.4 13.9 0.7 34.1 25.3
Ethnic Studies 228 183.0 3.8 3.1 130.4 13.2 0.2 17.9 14.5
Health and Social Sci 4,877 4,216.5 149.9 113.2 276.9 2,358.0 9.1 679.4 630.1
Interdisciplinary Studies 1,968 1,243.9 91.2 141.1 140.1 0.4 136.0 1.9 432.8 300.4
Liberal and Creative Arts 7,472 6,321.8 178.1 105.5 407.9 0.4 301.4 16.9 4,712.2 599.5
Science and Engineering 6,226 5,374.5 159.8 42.0 238.2 236.3 9.3 919.2 3,769.7
Total 27,683 23,154.3 4,083.3 1,221.8 1,403.6 1.0 3,192.8 45.9 7,484.0 5,722.0
Colleges that offerred courses (FTES)
College of Majors
Headcount
of Majors Total FTES Business Education
Ethnic
Studies
Extended
Learning
Health and
Social Sci
Interdisciplinary
Studies
Liberal and
Creative
Arts
Science and
Engineering
Business 5,859 4,939.4 70.7% 0.6% 4.0% 0.0% 2.7% 0.2% 13.9% 7.7%
Education 1,053 875.2 0.7% 89.7% 1.2% 0.0% 1.6% 0.1% 3.9% 2.9%
Ethnic Studies 228 183.0 2.1% 1.7% 71.2% 0.0% 7.2% 0.1% 9.8% 7.9%
Health and Social Sci 4,877 4,216.5 3.6% 2.7% 6.6% 0.0% 55.9% 0.2% 16.1% 14.9%
Interdisciplinary Studies 1,968 1,243.9 7.3% 11.3% 11.3% 0.0% 10.9% 0.2% 34.8% 24.2%
Liberal and Creative Arts 7,472 6,321.8 2.8% 1.7% 6.5% 0.0% 4.8% 0.3% 74.5% 9.5%
Science and Engineering 6,226 5,374.5 3.0% 0.8% 4.4% 0.0% 4.4% 0.2% 17.1% 70.1%
Total 27,683 23,154.3 17.6% 5.3% 6.1% 0.0% 13.8% 0.2% 32.3% 24.7%
Colleges that offerred courses (FTES)
ICLM determines FTEs distribution in a matrix where
rows are groups of majors and columns are colleges offering courses.
Historical Data: Spring 2017
• Colleges receive allocations and enrollment targets keyed to student demand (i.e., GE, service courses, lower-division introductory courses, upper-division bottlenecks, GWAR)
• Curriculum allocations made once a year (February), with only minor adjustments during enrollment periods
• Enrollment monitored over academic year:• Are students getting the courses they need?• Have GE, service courses, and GWAR been adequately
supplied?• Is student learning and educational quality prioritized?
• Following year’s allocation will reflect assessment of previous year’s enrollments
BAC goals: 2017-18
Oct-Nov: Determine Cost of Instruction (Debbie Brothwell)
Nov-Dec: Establish enrollments and set targets w/ Induced Course Load Matrix (ICLM) and Ad
Astra Jan-Feb: Allocate curriculum budget to colleges in advance
(Allocation = Cost of Instruction x Enrollments)
2018-19: Monitor and Assess
BAC process: 2017-18
Questions?