Transcript Diapozitiv 1

PRIUM
SLOVENIAN CASE STUDY
UNIVERSITY OF MARIBOR
Rector: Prof. Dr. Ivan ROZMAN
University of Maribor, November 2008
Maribor
Maribor
University of Maribor - History
1859
First School of Theology, established by
bishop Anton Martin Slomšek
1959-1961
Independent Higher Education Institutions
1975
University of Maribor –
Faculties Independent Legal Entities
1993
University of Maribor – Only Legal Entity
2008
University of Maribor – Present Stage
University of Maribor - Members
1.
Faculty of Business and Economics
2.
Faculty of Mechanical Engineering
3.
Faculty of Chemical Engineering
4.
Faculty of Civil Engineering
5.
Faculty of Electrical Engineering Computer Science and Informatics
6.
Faculty of Agriculture
7.
Faculty of Law
8.
Faculty of Education
9.
Faculty of Organizational Sciences
10. Faculty of Criminal Justice
11. Faculty of Medicine (established in 2004)
12. Faculty of Logistics (established in 2005)
13. Faculty of Health Sciences
14. Faculty of Arts (brand new)
15. Faculty of Natural Sciences and Mathematics (brand new)
16. Faculty of Energetics (brand new)
University of Maribor - enrolment trend
Enrolled undergraduate students in academic years from 1990/1991 till
2007/2008
25000
20000
15000
10000
5000
19
90
/9
1
19
91
/9
2
19
92
/9
3
19
93
/9
4
19
94
/9
5
19
95
/9
6
19
96
/9
7
19
97
/9
8
19
98
/9
9
19
99
/0
0
20
00
/0
1
20
01
/0
2
20
02
/0
3
20
03
/0
4
20
04
/0
5
20
05
/0
6
20
06
/0
7
20
07
/0
8
0
Full time
Part time
Total
PRIUM
SLOVENIAN CASE STUDY
DOCTORAL EDUCATION
University of Maribor
International Framework
• Bologna Declaration 1999.
• European Research Area.
• Glasgow Declaration 2005 (doctoral training will meet the
needs of an employment market that is wider than
academia, through the development of research
competence and transferable skills, lasts 3 to 4 years of
full time work, doctoral candidates as students and as
early stage researchers, joint programmes).
• Salzburg 2005 (Ten Basic Principles).
• EUA 2005: Doctoral Programmes for
Knowledge society – Report on the
Programmes project.
the European
EUA Doctoral
National Framework
•Higher Education Act 2004 (structure of study will be changed
no later than acad. year 2009/2010):
The third level has one type of study programme - doctorate of
science. The general entrance requirement is a completed
second-level study. Programmes last three years, study
obligations are worth 180 ECTS, 60 ECTS of them presents the
organized educational process.
•Accreditation regulations.
•National Accreditation regulations for evaluation of study
programmes according to ECTS (based on ECTS Users Guide, EU
2004).
•Professional and Academic Titles Act.
New study system in Slovenia
Levels/
Types of SP
Cycles
1st level Professionally
Orientated
Academic
Duration of SP
in years
Number of
credits ECTS
3-4
180-240
3-4*
180-240
(*regulated
professions)
2nd level
Master
1-2
60-120
3rd level
Ph. D.
3
180
Institutional Framework
• Statute of the University of Maribor.
• Model of a doctoral study adopted by the Commission for
Study affairs.
• Regulations on preparation procedure and defence of a
doctoral thesis. (October 2008).
• New study programmes at the third level either substitute
existent ones or are completely new.
Characteristics of the doctoral training
in Slovenia
• Almost classical study programmes - structured doctoral
education with min. 60 ECTS of the organized educational
process, determine student’s individual workload, selectivity.
• “Open” admission requirements (second-level graduates
enrol in a doctoral programme, each field is appropriate).
• Massification (entrance examinations).
• Different role of supervision and assessment.
• Internationalisation.
Process of the implementation of doctoral
programmes at the University of Maribor
• New doctoral programmes are prepared by faculties (more or
less) according to the Model of a doctoral study.
• Study affairs office gives advice to faculties when preparing
new study programs during all accreditation procedure
(revisions of application for study programmes’ accreditation,
writing remarks, discussions with proposers).
• Programmes are discussed at the Commission for Postgraduate
study and Senate of the UM and adopted by the Counsel for
Higher Education.
• At least two Internal experts and opinions of future employees
are needed.
Doctoral education in numbers
• Study year 2005/06: enrolment of first generation of
students in new third degree study programme at a Faculty
of Medicine UM.
• Until now: 6 third degree study programmes accredited.
Academic
year
2005/2006
2006/2007
2007/2008
2008/2009
Number of
1st year
students
28
34
63
87
Number of
graduates
1
2
2
/
PRIUM
SLOVENIAN CASE STUDY
ROLE OF THE FACULTIES IN AN INTEGRATED UNIVERSITY
University of Maribor
Key status definitions
• The University of Maribor is a corporate body, university
members don’t have legal subjectivity. Rector represents
university with full authorization.
• Public founds, gained by university and its members from
the Republic of Slovenia state budget meant for public
services, are managed at the university’s account and
separate at members’ sub-accounts.
• Upon university member dean’s proposal, rector decides on
employment status of all higher education teachers,
scientific workers, higher education collaborators and other
employees with contracts for an indefinite time.
• Rector is elected, deans, vice deans, secretary general,
member’s secretary general, ...are appointed by the rector.
Organs of the University of Maribor
Rector
Professional Leader and Manager of the University
Senate
Highest Academic and Professional Organ of the University
(elected higher educational teachers and students, rector)
Management
Board
Student
Council
Highest Management Organ (3 repr. of founder,
4 repr. of UM, 1 student, 1 repr. of employers
Discusses questions important
for students, (elected students, student vice-rector)
Forms and ways of formal and informal
linking with faculties
• Central led application and enrolment procedure.
• Integrated university’s information system.
• Common development projects on university level.
• Central directed financial operations.
• University members are present in UM boards and
comissions.
• University management board
headquaters and its offices.
consists
of
university
Forms and ways of formal and informal
linking with faculties
• Regular rector’s meetings with members’ deans.
• Regular secretary
secretary generals.
general’s
meetings
with
member’s
• Regular meetings with heads of office for student affairs.
• Meetings with mambers’ heads of accounting.
• Meetings with members’ Erasmus coordinators.
• Preparing of some common public competitions for all
members.
• Joint solving of conflicts and other legal matters.
• Joint preparation of acts, valid for the whole university.
PRIUM
SLOVENIAN CASE STUDY
FINANCES MECHANISMS
University of Maribor
Higher education financing system
• 1993 (Official Gazette of the Republic of Slovenia, no. 67/93,
17.12.1993) - accepted new Act on Higher Education set
basis for an autonomic and integrated university.
• Act on Higher Education recognizes university as a corporate
body. This status was put into effect a long period of time, as
along with it, a new system of financing was being developed
and came into force with Decree on budgetary financing of
higher education and other university member institutions,
from 2004 till 2008, 1.1.2004.
• Main problem with putting the new status into effect was,
how to develop and effective university financial
management.
• Goal of new way of financing is that decentralised and legally
valid management structures enable falulties collaboration in
the best possible degree in decision making, although
separate members’ interests can vary.
Review on higher education financing
development
• Slovenian government (MŠZŠ) operated up to year 2004 on
principle of assigning means by faculties and budget items.
• Financing was based on an activity programme or study
programmes’ announcement programme of separate faculties,
approved by the ministry. University didn’t take part in that
process and didn’t have influence on founds’ disposal to
faculties.
• Ministry financed the university and their function of
coordinating, faculties contributed by covering on agreed
expenses on university level in compliance with accepted
development plan.
• Because of this system, faculties’ integration into university
was slow. With the new way of financing, there was a change
from financing on budget items to financing based on sum
total. This shift means increase of university’s financial
autonomy.
Integrated university
• Integrated university will be more cost efficient.
• Centralized structure of finance management shouldn’t
present an obstacle for a decentralized assets disposal.
Integration demands from all faculties trust in processes of
dacisions made on university level.
• This
situation
requires
reestablishment
of
financial
management, which will be able to perform an efficient
strategy and policy in acquiring means for education and
research from public and private sources. It is essential to act
efficient with available assets. It is necessary to develop
mechanisms for a transparent planning and supervision on
university level.
• Faculties are not yet aware of additional advantages, offered
by university as a multidisciplinary unit, which is more
attractive for a profitable cooperation with private sector and
for creating connections with economy.
Financing system of integrated
university
• After Decree On the public financing of higher-education
and other university member institutions from 2004 till
2009, public assets for study activities are set as collective
assets of university or independent higher education
institution. (integral financing).
• Study activity of higher education institutions is:
- pedagogical (educational and related scientific research and
artistic activities of higher education teachers and scientific
coworkers),
- library related, information and other professional activities,
- organisational, administrative and infrastructural activities.
Financing system of integrated
university
• Annual funds for study activities of a higher-education institution
(AF) are composed of basic annual funds (BAF) and standard
annual funds (SAF). AF= BAF+ SAF
• Basic annual funds (BAF) for a higher-education institution in
2009 total 60 percent of annual funds from 2008, increased for
annual inflation grade of past year.
• Standard annual funds (SAF) for higher-education institution are
set with consideration of the annual initial value (AIV), the
total number of students(S) and the number of graduates(G)
multiplied by the weighting (Ud – normally 4) and the factor for
study group f(s).
Financing system of integrated university
The factor of the study group f(s) expresses the ratio
betweenthe funds allocated for the provision of study in the
study group compared to the first study group.
There are six study groups:
1.
(31) social and behavioural sciences, (32) journalism and
administration and (38) law: f = 1,0;
information,
(34) business
and
2.
(14teacher training and education science, (22) humanities, (72) health, subgroup 725 – health
technology and 726 – therapy and rehabilitation, (76) social services, (81) personal services, (84)
transport services and (86) security services: f = 1,75;
3.
(48) computing, (52) engineering and engineering trades, without subgroup 524 – chemical
technology and process engineering, (54) manufacturing and processing, (58) architecture and
building, (72) health, subgroup 723 – nursing and care and (85) environmental protection: f = 2,50;
4.
(42) life sciences, (46) mathematics and statistics, (62) agriculture, forestry and fishery: f = 3,00;
5.
(44) physical sciences, (52) engineering and engineering trades, subgroup 524 – chemical technology
and process engineering and (72) health, subgroup 727 – pharmacy and pharmacology : f = 3,50;
6.
(21) arts, (64) veterinary and (72) health, subgroup 721 – medicine and 724 – odontology: f = 4,50.
Financial management – 25th article of
Decree
• Higher education institution allocates annual assets for study
activities according to the criteria (rules), accepted by
Management Board and notifies the ministry.
• Rule bound is also the share of assets for common tasks of
higher education institution, share of assets for study activity
and dispensation of this share.
• UM Management Board accepted UM Standards for Assets
Disposition from Educational Budgetary financing.
• Deviding and needed rearranging of annual assets is proposed
by the rector. Proposal is certified in concordance with deans’
collegiate body by UM Management Board.
Financial management – work
programme, annual report
• Work programme, financial plan and annual report of a
higher education institution have to be prepard in
concordance with financial regulations and ministry’s
regulations, competent for finance, and Ministry of Higher
Education, Science and Technology directives.
• Work programme and financial plan are accepted by
Management Board 60 days after Slovenian state budget.
Ministry of Higher Education, Science and Technology is
acquainted with it. With work programme planned annual
estimates are defined.
• Annual report accepts Management Board and delivers it to
the ministry by February 28th at the latest.
Financial management – ministry’s
supervision and measures
• Financial supervision over assets’ spending, allocated after ordinance
on the basis of annual reports about assets’ spending (salaries and
other expenses for employees, expenses for goods and services,
investments and investment maintenance).
• Supervision of individual elements of normative annual assets
calculations.
• Review of higher education institutions’ annual reports.
• Other prescribed methods of checking assets’ spending of indirect
estimate’s consumers.
• Data sent by higher education institutions can be verified by the
ministry anytime at the higher education institution, which has to
allow the ministry an insight into evidences and other
documentation, connected with operation.
Financial management – supervision and
measures within the university
• University’s internal acts, that allow supervision and
measures:
- UM Rules on Financial Operations.
- UM Rules on Accounting.
- UM Rules of Internal Auditors.
- UM Rules on Liquidity Provisions, Assets Borrowing and
Loading.
- UM Standards for Assets Disposition from Educational
Budgetary financing.
- Other guidelines for separate fields.
Basic financial data for University of
Maribor in year 2008
– UM budget in 2008: 104,9 mio EUR
• 66,1 % Study activity (MVZT)
• 9,9 % research activity(ARRS)
• 16,1 % other sources for performing public service
(mainly part time study)
• 7,9 % other(other budget means, non-budget means
and EU means)