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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ity T

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l

New

C

ontin

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Tota

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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?