Can You Afford Your Schedule of Classes (SOC)? CSU – ARC Conference April 2, 2009 Edith Winterhalter, Assoc. Budget Analyst Daniel Vaughn, Administrative Analyst Julie Todd, Administrative Analyst CSU, Northridge

Agenda Introduction / background Demonstration Questions and Answers

SOC WORKSHEET What is it?

Two Basic Components Schedule of Classes (SOC) Worksheet Download SOC Worksheet Template

SOC Worksheet Download Custom query from PeopleSoft HHomegrown at CSUN Combines schedule of classes (SOC) with current HR/Payroll information Downloadable in Microsoft Excel

SOC Worksheet Template Microsoft Excel template  Comprehensive data  Complexity built-in Simple Excel functions  Copy and paste  Add / delete rows  Copy formulas

SOC Worksheet Template

White Columns: COPY and PASTE SOC Worksheet Download

SOC Worksheet Template Formulas and calculation – yellow columns

SOC Worksheet Template Data entry – tan columns

Summary Reports Department Summary

Summary Reports FTEF Summary

DEMONSTRATION SOC Worksheet

WHY use the SOC Worksheet? Time saver  Data compiled already EASE of data entry Chairs can use it as a schedule building tool Help plan course schedules for upcoming semester and assign faculty to sections

WHY use the SOC Worksheet? Chairs can use it as a budget planning tool  Calculate PT faculty costs, FTES, and FT:PT faculty ratios State budget crisis challenges us to ensure efficient use of resources

Other Practical Uses Faculty workload New program budget development Facility utilization Aberrant schedule audit Adaptable for other projects

QUESTIONS?

Contact Information Edith Winterhalter   (818) Daniel Vaughn   (818) Julie Todd   (818)

SOC WORKSHEET visit our website at:

THANK YOU!

SOC Worksheet - Formulas WTU  Weighted Teaching Units  CCU x K-factor FTEF  Full-time equivalent faculty at projected enrollment  FTF = WTU/12  PTF = WTU/15 PTF Expense  Semester part-time faculty cost  Base salary x FTEF x 6 months

SOC Worksheet - Formulas FTES  Full-time equivalent students  UG enrollment/15 + GRAD enrollment/12 K-factor  Used to calculate faculty workload  Utilizes look-up table according to CS#