this is the csu csu 101 march 8-11, 2009 monterey
DESCRIPTION
This IS the CSU CSU 101 March 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. Higher Education in the State of California State Government and Agencies - PowerPoint PPT PresentationTRANSCRIPT
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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 101 This IS the CSU Mar. 8-11, 2009
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 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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 101 This IS the CSU Mar. 8-11, 2009
CSU Campuses
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
Size of the System
23Campuses
23 ,500Faculty
433 ,000Students
2 MillionDegreesAwarded
1,600 DegreePrograms
240 SubjectAreas
CSU 101 This IS the CSU Mar. 8-11, 2009
Enrollment Funding
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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:
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
Governance
Board of Trustees(appointed by the
Governor)
ChancellorCharles B. Reed
(appointed by the Trustees)
Campus Presidents(appointed by the Trustees)
Chancellor’s OfficeAdministration
CSU 101 This IS the CSU Mar. 8-11, 2009
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.
CSU 101 This IS the CSU Mar. 8-11, 2009
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?
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
Chancellor’s Office Organization
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
Organizational Hierarchy
Board of Trustees
Campus Presidents Chancellor
CABO
Executive Vice Chancellor/
Chief Financial Officer
Chancellor's Office Business & Finance
StaffFOA
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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)
CSU 101 This IS the CSU Mar. 8-11, 2009
Business and Finance
CSU 101 This IS the CSU Mar. 8-11, 2009
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)
CSU 101 This IS the CSU Mar. 8-11, 2009
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 This IS the CSU Mar. 8-11, 2009
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
CSU 101 This IS the CSU Mar. 8-11, 2009
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