this is the csu csu 101 march 8-11, 2009 monterey

This IS the CSU

CSU 101March 8-11, 2009

Monterey

Lori Erdman, Chief of Staff, Business and Finance, Chancellor’s Office

Shawn Bibb, Vice President, Administration and Business Affairs, CSU East Bay

CSU 101 This IS the CSU Mar. 8-11, 2009

Higher Education in the State of California State Government and Agencies Facts about the California State University Comparing CSU to other Institutions How the CSU is Organized and Governed Policies, Advice and Where We Go From Here

Higher Education in California


Master Plan for Higher Education

Organized the functions and governance for public higher education into 3 “tiers”

Established principle of universal access within certain admissions requirements

Transfer function is an essential component of the commitment to access

Reaffirmed commitment to principle of tuition-free education

University of California

California StateUniversity

CaliforniaCommunity

Colleges


CSU’s Mission

Primary mission is undergraduate and graduate education, with emphasis on “applied” fields and teacher education

CSU admits the top 3rd of CA high school graduates

Faculty research consistent with the primary function of instruction


CSU – UC Comparison

CSU Quasi-independent state

agency Faculty represented by a union Policy centralization 23 campuses $4.5 B General Fund state

support in 2008/09 * 354,000 FTE students

budgeted in 2008/09 * 23,500 faculty Emphasis on applied research

University of California Constitutional autonomy No faculty collective bargaining Highly decentralized campuses 10 campuses (including 5

medical centers) + 3 national laboratories

$5.5 B state support in 2008/09 216,000 FTE students budgeted

in 2008/09 9,400 FTE faculty Emphasis on basic research

CCC got $6.8 B in state support in 07-08


California Community Colleges

2 year institutions that offer both academic and vocational programs

Academic programs focus on transfer to a 4-year institution

Grants the Associates degree 110 colleges in 72 districts 2,776,000 headcount students Focus on workforce improvement, remedial

education, ESL instruction

State Government and Agencies

State Agencies


Primary Interface

Financial State Controller’s Office

(SCO) Department of Finance

(DOF) State Treasurer’s Office

Education Superintendent of Public

Instruction CPEC Student Aid Commission

All the Others Public Employment

Relations Board (PERB) Public Employees

Retirement System Public Utilities

Commission Labor and Workforce

Development Veteran’s Affairs State Architect Etc., etc., etc.

CSU Facts


CSU Campuses


Campus Founding Timeline

1857San Jose State

1887-99Chico, San Diego &

San Francisco

1901San Luis Obispo

1911-13Fresno & Humboldt

1947-49Los Angeles,Sacramento &Long Beach

1957-60Fullerton, East Bay, Stanislaus,Northridge, Sonoma, San Bernardino,

& Dominguez Hills

1965Bakersfield

1938/1966Pomona

1988San Marcos

1929/1994Maritime Academy &Monterey Bay

2002Channel Islands

World War II Y2K

Stock Market Crash

San FranciscoEarthquake


Unique Campus “Facts”

1857San Jose State

1887-99Chico, San Diego &

San Francisco

1901San Luis Obispo

1911-13Fresno & Humboldt

1947-49Los Angeles,Sacramento &Long Beach

1957-60Fullerton, East Bay, Stanislaus,Northridge, Sonoma, San Bernardino,

& Dominguez Hills

1965Bakersfield

1938/1966Pomona

1988San Marcos

1929/1994Maritime Academy &Monterey Bay

2002Channel Islands

World War IIY2K

Stock Market Crash

San FranciscoEarthquake


Size of the System

23Campuses

23 ,500Faculty

433 ,000Students

2 MillionDegreesAwarded

1,600 DegreePrograms

240 SubjectAreas


Enrollment Funding


Student Profile(Fall 2007)

Total enrollment was 433,000 (FTES = 368,000) 58% Women; 42% Men 20.6% were first time freshmen Average age of undergraduates is 24 92% are commuters Nearly 1 in 4 have dependents 3 of 4 have jobs, and 18% work 30 hours or more 35% are the first generation in their family to attend

college


Working for California

CSU-related expenditures create $13.6 billion in economic activity, support for 207,000 jobs and generate $760 million in state taxes

Enhanced earning power of CSU’s 2 million alumni living and working in California totals some $89 billion

Our campuses uniquely enrich their local communities, drawing more than 3 million visitors to university-sponsored events


Overview of CSU’s Impact

Operational and Alumni Spending

Operational and Alumni Spending

EducatedProfessional Workforce

EducatedProfessional Workforce

AdvancedTechnologyAdvanced

TechnologyQualityof LifeQualityof Life

Prosperous Regional Economies and State EconomyProsperous Regional Economies and State Economy

Competitive Knowledge-Based IndustriesCompetitive Knowledge-Based Industries

Strong Public University SystemStrong Public University System


Economic Impact vs. State Investment

CSU-related expenditures create over $13 billion annually in economic impact and support more than 207,000 jobs in California

– $4.41 in spending is generated annually for every dollar the state invests in CSU

Higher alumni earnings raises the impact to $53 billion annually, supporting 527,000 jobs in the state

– CSU alumni and CSU expenditures generate more than $17 in spending for every dollar the state invests in CSU


Electronics & Information Technology Media & Cultural Industries Agriculture, Food & Wine Life Sciences Tourism Engineering Services Apparel Aerospace Transportation Services

California’s economic drivers are mainly knowledge-based industries that thrive in the state because of the quality of its skilled workforce:


65%52% 52% 51%

45% 44%

Busines

s

Agricul

tura

l Bus

...

Comm

unica

tions

Other

Eng

inee

ring

Comput

er &

Ele

c...

Life S

cien

ces

Source: California Postsecondary Education Commission

CSU Bachelor’s Degrees as a Percent of All Public and Private University Bachelor’s Degrees Awarded in California, Critical Fields 2001-2002

Work Force


87% 89% 87%82%

Education* Criminal J ustice Social Work Public Administration

Source: California Post-Secondary Education Commission (*CIP Codes)

Work Force

CSU Bachelor’s Degrees as Percent of all Public and PrivateUniversity Bachelor’s Degrees Awarded in California, Service Fields2001-2002


CSU IS Working for California

California reaps a four-fold benefit from every dollar the state invests in the CSU

CSU sustains more than 200,000 jobs in California A majority of the state’s Latino and African-American

university graduates earned their degree from CSU CSU ensures California’s future prosperity by ensuring its

knowledge-based industries have the skilled employees they need

Communities, governments, and industries find CSU to be a valuable partner and a critical asset for California

Comparisons


Size Comparisons(fall 2008)

University Campuses EnrollmentState

AppropriationEmployees

SUNY 64 438,000 $3.7B 86,000

CSU 23 417,000 $3.5B 47,000

Texas 15 194,000 $3.6B 46,000

Florida 10 301,000 $2.9B 63,000


CPEC Comparison Institutions

Rutgers U (Newark) U. Maryland, Baltimore U. Connecticut SUNY, Albany Cleveland State U. Illinois State U. Wayne State U. George Mason U. Reed USC

U. Wisconsin, Milwaukee U. Texas, Arlington N. Carolina State U. Georgia State U. Colorado, Denver U. Nevada, Reno Arizona State U. Bucknell Tufts Loyola U., Chicago


CPEC Comparisons(for 2007/08)

Undergraduate Student Fee Levels:– CSU = $3,521/year– Comparison group average = $7,122

Faculty Salaries*:– CSU = $76,774– Comparison group average = $87,811

Presidential Salaries:

– CSU average = $291,822– Comparison group average = $407,415

* Fall 2007, all ranks average presented

Organization and Governance


Governance

Board of Trustees(appointed by the

Governor)

ChancellorCharles B. Reed

(appointed by the Trustees)

Campus Presidents(appointed by the Trustees)

Chancellor’s OfficeAdministration


Board of Trustees

Develop broad administrative policy for the campuses; Oversee the efficient management of funds, property,

facilities and investments by the system and the campuses;

Provide broad direction and coordination to campus curricular development;

Appoint the Chancellor and Vice Chancellors for the system, and the Presidents for the campuses as chief executives with certain delegated responsibilities; and

Communicate to the people of California an understanding and appreciation of the current effectiveness and the future needs of the California State University.


Executive Council

Composed of the presidents from each of the CSU campuses

Meet approximately every 6 weeks Discuss issues that will impact all campuses Review policy proposals prior to finalization

1

6

5

4

2

3

7

8

9

10

11

12

Who is your campus president?

13

14

15

16

17

18

19

20

21

22

23

24

Who is your campus president?


Faculty Leadership

Faculty founded and governed the very first universities ever established

The faculty continue to play a critical role in the governance of any university and make this type of institution unique in its operations, including business and financial affairs

Each CSU campus has an elected faculty governance group, which recommends academic policy to the President


Chancellor’s Office Organization


Sample Campus Organization

F in a n cia l A id

H o u s ing

A d m iss io ns

S tu de n t S e rv ices

In s titu t io n a l R e se a rch

F a cu lty A ffa irs

L ib ra ry

C o lleg e D e a ns

A ca d em ic A ffa irs

F in a n c ia l M g m t.

F a c ilit ie s

H u m an R e so u rces

In fo rm a tio n Te ch .

B u s ine ss & F ina n ce

A lu m n i R e la tio ns

C o m m un ity R e la tio ns

P la nn ed G iv ing

A d va n ce m e nt

C a m p u s P re sid e n t


Organizational Hierarchy

Board of Trustees

Campus Presidents Chancellor

CABO

Executive Vice Chancellor/

Chief Financial Officer

Chancellor's Office Business & Finance

StaffFOA


Subject Matter Groups

Business/Finance– FOA– FSAC– PSSO

Capital– Exec Deans– Plant Managers

HR Directors AOA

– Research

Health and Safety– EH&S– Risk Managers– Public Safety– SWEPT

Technology– TSC– ITAC– ISO– ATA– COLD– CMS-PAC

Policies, Advice andWhere We Go From Here


Policy Hierarchy

Policy Hierarchy

Law

System Policy

Campus Policies/

Procedures

Federal Constitution Federal Statutes Federal Code of Regulation State Constitution State Codes (Education, Govt, Corporate) California Code of Regulations (Title 5) Board of Trustees Resolutions Standing Orders of the Trustees Executive Orders of the Chancellor Coded Memoranda

Manuals


Where to find policy statements

Board Resolutions – www.calstate.edu/BOT/resolutions

Executive Orders - www.calstate.edu/eo/ Coded Memos -

www.calstate.edu/infocenter/coded_memoranda.shtml

Manuals - foa.calstate.edu


Develops systemwide budget and advocates for funding from the governor and state legislature

Advises and assists campuses in adhering to systemwide policies

Bargains agreements with employee unions Provides legal counsel for campuses Manages funding of capital program and assists

campuses with capital development projects

Chancellor’s Office Functions (selective)


Business and Finance


CO Business and Finance

Budget Capital Planning

Financial Services

Information Technology

Budget Development

Facilities Planning Debt and Cash Management

Information & Applications Srvs (CMS)

Budget Allocation Architecture & Engineering

Contracts and Procurement

Technology Infrastructure

Student Fee Policy Construction Management

Financial Reporting and Accounting

Information Security

Utilities & Energy Engineering

Risk Management Business Solutions (QI)


Where to go for help

www.calstate.edu

?

Financial Srvs.www.calstate.edu/FinancialServices/

(562) 951-4540

Financing/Treasurywww.calstate.edu/

FT/(562) 951-4570

Capitalwww.calstate.edu/

CPDC/(562) 951-4100

Contractswww.calstate.edu/

CSP/(562) 951-4590

QI Programswww.calstate.edu/

QI/(562) 951-4551

Budgetwww.calstate.edu/

budget/(562) 951-4560

ITSwww.ITS.calstate.

edu/


CSU 101 Goals

Ground you in this organization– This IS the CSU– Business and Financial Structure

Provide an overview of functions at the University– Budget– Banking, Cash Management & Investments– Accounting, Payables, Receipts– Campus Financial Services– Tax– Capital Planning– Auxiliaries– Human Resources– Procurement


Goals (con’t)

Understand the bigger picture– Services and Reporting

– Audits and Ethics

– RMP Establish a network of people you can turn to

with questions

this is the csu csu 101 march 8-11, 2009 monterey

Documents

b state support

csu campusescsu

public higher education

csu east baycsu

remedial education

graduate education

herehigher education

b general fund state