academic senate study session: part-time instructional budget october 22, 2015 presented by:...
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Academic Senate Study Session: Part-Time Instructional Budget
October 22, 2015
Presented by:Michelle MarquezVice President, Administrative Services
Today’s Session
• What is the 50% Law?• What is FON?• How does the college budget for part-time faculty and
# of sections?• What impact does load have on our budget?
A Bit of History…
• Education Code 84362: 50% Law (1961) – Protecting K-12 classroom size• 75/25 Ratio (1988) – Goal for a 75/25% ratio of FT to
PT faculty• FON (1989) – Faculty obligation number
Today’s Session
• What is the 50% Law?• What is FON?• How does the college budget for part-time faculty and
# of sections?• What impact does load have on our budget?
50% Law
• Education Code 84362 and California Code of Regulations 59200 requires California Community College Districts to spend 50% of general funds each fiscal year on salaries of classroom instructors. The intent of the statute is to limit class size and contain the relative growth of administrative and non-instructional costs. Source: California Community Colleges Budget and Accounting Manual
• This is not a straightforward “50% of Fund 1” calculation. There are many exclusions we have to consider (student transportation, food services, external facility rentals, capital improvement projects, team sports, lottery expenditures, and a few others)
50% Law
• Developed to protect K-12 class size, not to guarantee levels of compensation or funding to instruction• Issues surrounding 50% Law:• Has not been reviewed since 1961. Educational practices
have evolved since then:• Learning now takes place in multiple venues, inside and outside the
classroom• Support services are recognized as a critical component of student
success
• Workload reductions during budget reductions• Faculty release time counts against the 50%• Librarians and counselors count against the 50%• We report as a District (and District has $0 instructional
expenses)
Fun Fact:
No other state in the U.S. has
anything remotely close to the 50%
Law
50% Law
• Where did we end up for 2014/2015:• Cañada College = 61.7%• District = 50.1%
Good Side of the 50 Percent Law Salaries of classroom teachers Instructional Aid Full-Time &
Hourly In-Classroom Tutors
Wrong Side of the 50 Percent Law Distance Education
Coordinators Instructional Designer Counselors Faculty Reassign Time Faculty Director: EOPS, NSF,
Transfer Center, Athletic Director
Faculty Compensation for Special Assignments
Librarians
Today’s Session
• What is the 50% Law?• What is FON?• How does the college budget for part-time faculty and
# of sections?• What impact does load have on our budget?
75/25
• The “75/25” is a goal to achieve a ratio of 75% Full-Time faculty to 25% Part-Time faculty• Official calculation: • #FT LHE/#PT LHE
• Common calculation:• Total LHE/PT LHE = % PT
• 75/25 often does not account for release time• Overload counts toward PT LHE
FON
• Faculty obligation number (FON) is the number of full-time faculty a district is required to employ as of Fall semester (Ed Code 87482.6, Title V 51025)• FON was developed to help colleges meet the 75/25
goal• FON does not include non-credit faculty, but does
include librarians and counselors
FON
• FON calculation is very complicated. Our obligation is adjusted annually by the lower of:• Projected fundable growth at budget adoption• Actual percent change in funded credit FTES from the prior
year P2 report
• Faculty Obligation (FON)• Obligation 2014/2015 = 328• Actual = 334
What Happens if we Don’t Comply?
• 50% Law:• No financial penalty, but there is a political price to pay (and
gets reported to BOG)
• FON:• Financial penalty
• # of faculty below FON * Avg replacement cost of faculty (4 faculty * $76,000 = $304,000)
• 75/25:• No penalty (this is a goal, not a mandate)
Considerations
• These laws/mandates/goals were established individually as a response to specific issues• No one has studied the collective impact of the 50%
law, FON, and other mandates together
Today’s Session
• What is the 50% Law?• What is FON?• How does the college budget for part-time faculty and # of sections?• What impact does load have on our budget?
FY 2015/2016 College Budget
Cañada College 2015-2016 Unrestricted Budget Summary
ExpensesUnrestricted Allocation Regular Employees (salaries & benefits) $ 16,824,767 Hourly Salaries $ 4,167,310Discretionary $ 788,293
Total Expenses $ 21,780,370
Nuts and Bolts – Some acronyms and calculations
• 1 FTEF = 15 LHE (lecture hour equivalent)• 1 FTES = 525 contact hours• FTES = (census day enrollment*wsch*term)/525
• LHE:• 1 hour lecture = 1 LHE• 1 hour lab = 0.75 LHE
• WSCH (weekly student contact hours)• WSCH = class enrollment * weekly hours
• 1310 = Refers to our hourly faculty budget
How is the 1310 Budget Developed?
• College budget developed as an average for the year• Estimated targets are developed based on trend data
and goals set for the year• Monitored continuously through each semester to
project any shortfalls and identify when and how adjustments should be made
Hourly Teaching Budget
Projected Hourly Teaching Budget, FY 2015/2016
FTESConvert
to WSCH
WSCH/ FTEFProd
TOTAL # FTEFNeeded
# FTEFAvailable
# FTEFNeeded
(PT)
Average Costper PT FTEF
1310 BudgetNeeded
4,195 62,925 500 125.85 58.17 67.68 $56,963 $3,855,256
# of FTEF available = The total number of FT Faculty minus release/reassign time, medical leave
Historical 1310 Costs
HOURLY FACULTY SUMMARY FY 2012/13 - Fall 2015
Division 2012-2013 2013-2014 2014-2015 FL 2015 ESTIMATE
Counseling $18,395 $10,104 $2,439 $3,564
Business $882,891 $495,677 $532,464 $328,331
Humanities $812,908 $535,501 $684,253 $571,108
Science $749,128 $495,515 $629,158 $515,934
ALL - - $200,192 $100,661Office of Instruction $8,923 $254,065 - -
Total $2,472,247 $1,790,864 $2,048,507 $1,519,600
Note: Measure G not included in this summaryFY 2014/2015 = $1,576,490; 133 sections
Today’s Session
• What is the 50% Law?• What is FON?• How does the college budget for part-time faculty and
# of sections?• What impact does load have on our budget?
2010/2011 2011/2012 2012/2013 2013/2014 2014/2015 As of 10/19/15
616
540
504483 488
480
Productivity
How Does Load Impact Budget?
• Load, productivity, and efficiency are often used interchangeably• Higher productivity means more students served per
FTE• Lower productivity means fewer students are served
per FTE• Type of class has to be considered in evaluating
productivity• The state “standard” productivity level is 525• This number represents the break-even point for a course
1310 Budget Based on Load
Load Amount Financial Impact
525 $
3,513,885 $341,371
520 $
3,579,533 $275,723
515 $
3,646,456 $208,800
510 $
3,714,691 $140,565
500 $
3,855,256 -
490 $
4,001,558 $146,302
480 $
4,153,956 $298,700
475 $
4,232,561 $377,305
470 $
4,312,838 $457,582
465 $
4,394,842 $539,586
State Standard
FY 2015/2016
Goal
Where we are Fall
semester 2015
Historical Enrollments - Summer
COMPARISON OF SUMMER ENROLLMENTS FY1213 - FY1415
Census
Enrollment FTES FTEF WSCH CRNAvg Class
Size Load
SUM 2012 4,099 459.89 24.89 13,797 156 26 554
SUM 2013 4,455 484.94 27.62 14,548 160 28 527
SUM 2014 4,701 516.68 30.48 15,501 170 28 508
Historical Enrollments - Fall
COMPARISON OF FALL ENROLLMENTS FY1213 - FY1415
Census
Enrollment FTES FTEF WSCH CRNAvg Class
Size Load
FL 2012 16,924 1,994.60 118.14 59,838 645 26 506
FL 2013 16,078 1,901.54 115.73 57,046 637 25 493
FL 2014 15,673 1,806.25 109.48 54,187 583 27 495
FL 2015 14,837 1,810.38 113.24 54,311 605 25 480
Historical Enrollments - Spring
COMPARISON OF SPRING ENROLLMENTS FY1213 - FY1415
Census
Enrollment FTES FTEF WSCH CRNAvg Class
Size Load
SPR 2013 16,779 1,946.51 119.01 58,395 656 26 491
SPR 2014 16,281 1,837.87 118.96 55,1236 659 25 463
SPR 2015 15,333 1,778.94 112.10 53,368 622 25 476
Impact of Not Meeting Targets
• Our 1310 budget is the largest variable expense in the college budget• Hourly faculty represent roughly 18% of our general
fund• Perspective:• Our current load projects needing an additional $298,700 for
part time faculty• Current discretionary budget is $788,293• Could we stand to lose 38% of our discretionary budget?
• On average, it costs an additional $15,500 for each productivity point• 9 productivity points = $139,500• Average cost of a new full-time faculty = $109,000
How Is Productivity Improved?
• Ways to improve:• Offering fewer sections (tightening the core schedule)
• Get a strong sense of enrollment patterns, rates of return, and develop a base schedule that is specific to each discipline (and monitor every semester)
• Increase the number of students in sections• Restructure of scheduling (curriculum/program offerings, times that sections
are offered)• Working across departments to identify load targets that are appropriate and
pedagogically sound• Things to avoid:
• Rolling schedules and hoping course enrollment targets are met• Setting enrollment targets that are unrealistic for the type of course or
discipline• Assuming things should be done across the board (ie, 5% less courses, 5%
more enrollment)
Questions/Discussion
Last Thought
We will never have enough funding to do everything we want. Managing a budget has more to do with managing needs and values than being proficient in Banner or Excel. How we allocate our resources (inclusion vs dark room approach) and what values influence these allocation decisions (do we fund administrative support vs. athletics vs. librarians?) is an indication of our fiscal competencies as an institution.
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