Transcript Slide 1

Projecting &
Managing
Faculty Funds
Lisa Kopecky
Assistant Vice President for Academic
Operations & Finance
© 2008 California State University, Fullerton
2007-2008 Faculty Head Counts
• 713.5
Tenured/Tenure-Track
Faculty
•
Full-time Lecturers
165
• 1,203 Part-time Faculty
2,081.5 TOTAL
2
Academic Budget Breakout 07-08
$42,452,233 ,
25%
$89,602,247 ,
54%
$34,871,667 ,
21%
Faculty
Staff & Students
OE & E
3
What Can Go Wrong?
$696,950.00
$700,000.00
$488,253.00
$440,968.00
$500,000.00
$404,012.00
Balance
$300,000.00
$100,000.00
$128,691.00
($100,000.00)
($300,000.00)
($388,958.00)
($500,000.00)
($609,901.00)
($700,000.00)
01-02
02-03
03-04
04-05
05-06
06-07
07-08
Year
4
Basic Process
• What is the distribution of our faculty
• How much should be available
• How much is available
• What are other “puts & takes” adding to
or taking from the available amount
• What are the commitments against
available funds
5
Faculty Headcount Distribution
Part-time Faculty Projection
Model
FTES = FT Equivalent Students
FTEF = FT Equivalent Faculty
SFR = Student-to-Faculty Ratio
ARTS
College
07-08 Baseline FTES
A
2,310
SFR
/B
17.99
New Baseline FTEF
=C
128.4
06/07 Baseline FTEF
Dean
Art
Music
Theatre/
Dance
128.4
New Additional Baseline FTEF Projected to
be Funded
0.0
07/08 FTEF Full-time Faculty + Dept Chairs
78.25
1
29.75
22.75
24.75
07/08 FTEF Part-time Faculty to be Funded
50.15
0
21.65
12.25
16.25
128.4
1
51.4
35
41
6
How Much
Should Be Available?
ARTS
FTEF Full-time Faculty + Dept Chairs
78.25
FTEF Part-time Faculty to be Funded
50.15
College FTEF Target
FT Lecturer Replacement Rate
Minimum Initial Funding Needed for PTF
128.4
47,472
2,380,721
7
How Much Is Available?
Minimum Initial Funding Needed for PTF
2,380,721
PTF Initial Baseline
1,951,715
PTF Carry forward $$
0
New Additional Baseline FTEF Funding
0
Less 2 Months New Baseline FTEF
0
VPAA Separation Analysis (additional funding or contribution to offset new
hires)
AY to 12 Month Chairs Differential
45,093
0
One-time FTEF Overage
225,574
PTF Compensation Increases Posted in 07-08
77,904
Salary Savings (2 Months) for New FT Faculty Hires budgeted @ 12 months
by College
57,956
Salary Savings from vacant placeholder positions
325,584
Separating FT Faculty Settlement Costs
-7,854
Baseline Budget Reduction
0
One-time Budget Reduction
0
1% Contingency to VPAA
-110,466
Actual Initial Available
2,565,506
8
Adjusting the Baseline
Name
Curr
ent
FTE
Lamb,Dana J
1.00
1.00
87,192
91,332
**Pearlstone,Zena
0.00
0.00
46,512
49,692
Separated TT Placeholder
Christjansen,Dorte
1.00
0.50
42,300
42,300
Continuing FERP
Lagerberg,Donald E
1.00
0.50
96,720
50,652
Joining FERP
Carter,John R
1.00
0.50
42,960
42,960
Continuing FERP
Lizarraga,Sergio
1.00
1.00
71,136
74,508
Forkan,Joseph A
1.00
1.00
58,632
69,792
Gray,Maurice L Vacant
0.50
0.00
41,808
49,692
Ended FERP Spring 2008,
Separated TT Placeholder
**Aenlle,Anavictoria
0.00
0.00
46,512
49,692
Separated TT Placeholder
Jenkins II,Jimmie E
1.00
1.00
86,472
90,564
LWOP
Cho,Kyung S
1.00
1.00
77,892
83,748
Cantley,Bryan W
1.00
1.00
81,144
87,252
Moore,Theron R
1.00
1.00
71,760
75,156
Cowin,Eileen F
1.00
0.50
93,432
48,930
944,472
906,270
Revised
FTE
Position
Value
Revised
Position
Value
Comments
DIPL
Joining FERP
TOTAL
9
Baseline Budget Realignment
• Original FT Faculty
• Original PT Faculty
•
$9,072,100
2,100,915
$11,173,015
• Revised FT Faculty
• Balance to PT Faculty
$9,221,300
1,951,715
$11,173,015
10
PT Faculty Dollars
• Fund:
•
•
•
•
•
Part-time faculty hires
Part-time faculty settlements
Teaching Associates
Graduate Assistants
Faculty additional pay or
releases
11
How Much Is Available?
Minimum Initial Funding Needed for PTF
2,380,721
PTF Initial Baseline
1,951,715
PTF Carry forward $$
0
New Additional Baseline FTEF Funding
0
Less 2 Months New Baseline FTEF
0
VPAA Separation Analysis (additional funding or contribution to offset new
hires)
AY to 12 Month Chairs Differential
45,093
0
One-time FTEF Overage
225,574
PTF Compensation Increases Posted in 07-08
77,904
Salary Savings (2 Months) for New FT Faculty Hires budgeted @ 12 months
by College
57,956
Salary Savings from vacant placeholder positions
325,584
Separating FT Faculty Settlement Costs
-7,854
Baseline Budget Reduction
0
One-time Budget Reduction
0
1% Contingency to VPAA
-110,466
Actual Initial Available
2,565,506
12
Puts & Takes
Dean
Art
Music
Theatre
Initial Available allocated
by FTEF
2,565,506
336,389
962,321
544,500
722,296
Dean's Adjustment
0
-65,247
-101,358
105,879
60,726
Revised Initial Allocation
2,565,506
271,142
860,963
650,379
783,022
-329,230
0
-121,168
-109,668
-98,394
PT Faculty Settlement Costs (06/07
appointments)
Sabbatical Replacement Funding from
VPAA
Jewett, McGee, Roche,
Sheffield, Smith @
17,896
89,480
0
53,688
17,896
17,896
Other FTEF from VPAA
Timm (FPC Chair);
Jasper (3 units
University Honors
Program $4,443)
13,329
0
0
8,886
4,443
Dean's Releases or Faculty Additional
Pay to be Funded from PTF $$
Grand Central Release
0
-6,500
71,088
0
6,500
Externally (Grant or Contract) Funded
Releases
Other One-time Funding
FEID Award Releases
VPAA Funded New Faculty Course
Releases
31,101
26,658
13,329
Untenured Faculty Professional
Development Grants
Internships & Service Learning
Holland
6,309
6,309
Savings from Difference in Pay or
Other Leaves
Other Full-time Faculty Salary Savings
or unbudgeted additional costs
Martin - mid-year
separation
Projected Available
33,516
33,516
2,449,998
298,158
13
830,893
594,151
726,796
Faculty Leaves
• FERP: Faculty Early Retirement Program (50% time base &
50% salary for 5 years)
• DIPL: Difference in Pay Leave (faculty is paid difference
between base salary and FT Lecturer Replacement Rate $47,472 for 08-09)
• Sabbatical: Fall or Spring – receive full pay; AY – receives
50% pay
• LWOP: Leave Without Pay – 100% of salary savings during
leave period available for PTF hiring
• Release Time Reimbursements – Funding from grant or
other activity buy out faculty time
14
Release Time Reimbursements
(Total awarded if new'
carry forward if
ongoing project)
Project
#
PI
PI
College
Budget
Period
Start
Date
Bud
get
Peri
od
End
Date
Date
Amt
Reimbursement Submitted
Term
Salary /
Benefits
Person
Released
Reimburs
ement
Received
verified in
FRS
Remaini
ng
Release
Time
Balance
Available
Total
Posted
(salaries +
benefits)
Amt
Pending
$5,762
58210
Helen
Taylor
EDU
7/1/2006
6/30/
2007
9/8/06
$
11,523.00
F06
$4,121 /
$1,640
Ellen
Kottler
$7,877
54116
Belinda
Karge
EDU
6/30/200
7
6/29/
2008
58156
Barbara
Glaeser
EDU
7/1/2005
6/30/
2006
$
15,753.00
1/28/05
$
10,311
S08
$5567 /
$2309
Belinda
Karge
F05
$3,695 /
$1,460
Barbara
Glaeser
SP06
$3,695 /
$1,460
Barbara
Glaeser
$
7,876
$0
15
Difference-In-Pay Leave
• Faculty AY salary
$80,000
• FT lecturer
• replacement rate
- $47,472
• Paid to AY faculty
• on Leave
$32,528
16
Part-time Faculty Salary Payouts
• Part-time Appointment Types:
• Academic Year: Paid 10 Months (Sept – June)
in present year; 2 months in next (July & August)
• Fall: Paid 6 Months in present year (Sept – Feb)
• Spring: Paid 4 Months in present year (February
– June); 2 months in next (July & August)
17
PT Faculty Salary Payouts
Jul
Aug
Prior
Year AY
(no midyear
change)
3,000
3,000
Prior
Year AY
(mid-year
change)
2,700
3,000
Prior
Year
Spring
2,500
Current
Year AY
Current
Year AY
105,468
PT Fall
Sept
Oct
Nov
Dec
Jan
Feb
Mar
Apr
3,200
3,200
3,200
3,200
3,200
3,200
3,200
3,200
3,200
3,200
2,700
2,700
2,700
2,700
2,700
3,000
3,000
3,000
3,000
3,000
978
978
978
978
978
978
1,500
1,500
1,500
1,500
1,500
8,678
7,700
7,700
7,700
7,700
PT
Spring
8,200
6,000
6,878
6,878
6,878
6,878
6,878
May
Jun
79,868
18