© 2008 California State University, Fullerton

Projecting & Managing Faculty FundsLisa Kopecky

Assistant Vice President for Academic Operations & Finance

2

2007-2008 Faculty Head Counts

• 713.5 Tenured/Tenure-Track Faculty

• 165Full-time Lecturers

• 1,203 Part-time Faculty2,081.5 TOTAL

3

Academic Budget Breakout 07-08

$89,602,247 , 54%

$34,871,667 , 21%

$42,452,233 , 25%

Faculty Staff & Students OE & E

4

What Can Go Wrong?

($388,958.00)

($609,901.00)

$696,950.00

$440,968.00

$128,691.00

$404,012.00

$488,253.00

($700,000.00)

($500,000.00)

($300,000.00)

($100,000.00)

$100,000.00

$300,000.00

$500,000.00

$700,000.00

01-02 02-03 03-04 04-05 05-06 06-07 07-08

Year

Bal

ance

5

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

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Faculty Headcount DistributionPart-time Faculty Projection ModelFTES = FT Equivalent StudentsFTEF = FT Equivalent FacultySFR = Student-to-Faculty Ratio

ARTS College Dean Art MusicTheatre/ Dance

07-08 Baseline FTES A 2,310        SFR /B 17.99      New Baseline FTEF =C 128.4        06/07 Baseline FTEF 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 24.7507/08 FTEF Part-time Faculty to be Funded 50.15 0 21.65 12.25 16.25  128.4 1 51.4 35 41

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How Much Should Be Available?

ARTS  

FTEF Full-time Faculty + Dept Chairs 78.25FTEF Part-time Faculty to be Funded 50.15

 College FTEF Target 128.4FT Lecturer Replacement Rate 47,472Minimum Initial Funding Needed for PTF 2,380,721

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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) 45,093

AY to 12 Month Chairs Differential 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

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Adjusting the Baseline

Name

Current FTE

Revised FTE

Position Value

Revised Position Value Comments

Lamb,Dana J1.0

0 1.00 87,192 91,332

**Pearlstone,Zena0.0

0 0.00 46,512 49,692 Separated TT Placeholder

Christjansen,Dorte1.0

0 0.50 42,300 42,300 Continuing FERP

Lagerberg,Donald E1.0

0 0.50 96,720 50,652 Joining FERP

Carter,John R1.0

0 0.50 42,960 42,960 Continuing FERP

Lizarraga,Sergio1.0

0 1.00 71,136 74,508

Forkan,Joseph A1.0

0 1.00 58,632 69,792

Gray,Maurice L Vacant0.5

0 0.00 41,808 49,692Ended FERP Spring 2008, Separated TT Placeholder

**Aenlle,Anavictoria 0.0

0 0.00 46,512 49,692 Separated TT Placeholder

Jenkins II,Jimmie E1.0

0 1.00 86,472 90,564 LWOP

Cho,Kyung S1.0

0 1.00 77,892 83,748

Cantley,Bryan W1.0

0 1.00 81,144 87,252 DIPL

Moore,Theron R1.0

0 1.00 71,760 75,156

Cowin,Eileen F1.0

0 0.50 93,432 48,930 Joining FERP

944,472 906,270 TOTAL

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Baseline Budget Realignment

• Original FT Faculty $9,072,100• Original PT Faculty 2,100,915 • $11,173,015

• Revised FT Faculty $9,221,300• Balance to PT Faculty 1,951,715

$11,173,015

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PT Faculty Dollars

• Fund:• Part-time faculty hires• Part-time faculty settlements• Teaching Associates• Graduate Assistants• Faculty additional pay or

releases

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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) 45,093

AY to 12 Month Chairs Differential 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

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Puts & TakesDean 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

PT Faculty Settlement Costs (06/07 appointments)   -329,230 0 -121,168 -109,668 -98,394

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     6,500

Externally (Grant or Contract) Funded Releases      

Other One-time Funding            

FEID Award Releases          

VPAA Funded New Faculty Course Releases   71,088 0 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 33,516 33,516      

Projected Available 2,449,998 298,158 830,893 594,151 726,796

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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

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Release Time Reimbursements

(Total awarded if new' carry forward if ongoing project)

Reimbursement Submitted

Reimbursement Received verified in FRS

Remaining Release Time Balance Available

Project # PI

PI College

Budget Period Start Date

Budget Period End Date Date Amt Term

Salary / Benefit

s

Person Releas

ed

Total Posted

(salaries +

benefits)

Amt Pendin

g

58210Helen Taylor EDU

7/1/2006

6/30/2007 9/8/06

$ 11,523.00 F06

$4,121 / $1,640

Ellen Kottler  

$5,762

54116Belinda Karge EDU

6/30/2007

6/29/2008  

$ 15,753.00 S08

$5567 / $2309

Belinda Karge

$ 7,876

$7,877

58156Barbara Glaeser EDU

7/1/2005

6/30/2006

1/28/05

$ 10,311 F05

$3,695 / $1,460

Barbara Glaeser  

$0

                SP06 $3,695 / $1,460

Barbara Glaeser  

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Difference-In-Pay Leave

• Faculty AY salary $80,000

• FT lecturer • replacement rate - $47,472

• Paid to AY faculty• on Leave $32,528

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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)

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PT Faculty Salary Payouts Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun

Prior Year AY (no mid-

year change) 3,000 3,000                  

Prior Year AY

(mid-year change) 2,700 3,000                    

Prior Year

Spring 2,500                  

Current Year AY

    105,468    

3,200 3,200 3,200 3,200 3,200 3,200 3,200 3,200 3,200 3,200

Current Year AY 2,700 2,700 2,700 2,700 2,700 3,000 3,000 3,000 3,000 3,000

PT Fall 978 978 978 978 978 978        

PT Spring           1,500 1,500 1,500 1,500 1,500

8,200 6,000 6,878 6,878 6,878 6,878 6,878 8,678 7,700 7,700 7,700 7,700

79,868