Legislative Accountability Measures – Part I

AB 94 Budget Trailer Bill Section Costs of Education Due October 1, 2014, and October 1 of each even-numbered year thereafter. Cost of undergraduate, graduate academic, graduate professional, and research activities in total, and by discipline and by fund source (General Fund, Tuition Fee, Nonresident Tuition and Other Fees). Discipline costs for Health, STEM, teacher credential programs, and all other disciplines.

AB 94 Budget Trailer Bill Before January 1, 2017, data reported on a CSU systemwide basis. After January 1, 2017, data reported on a CSU systemwide basis and by individual campus. CFS Data Warehouse Department Codes mapped to APDB Department and HEGIS Codes reported to CO. All data based on actual expenditures for CSU Fund 485 reported in FIRMS. All CSU Fund 485 expenditure information retrieved from the CFS data warehouse.

AB 94 – CSU Objectives Consult with campus colleagues to determine most effective reporting process Develop a data retrieval model that can be used consistently across the CSU Keep data retrieval process simple and easily managed Develop systemwide methodology for identifying fund sources and costs by discipline and student level Enable campuses to run individual CFS reports by January 2017 reporting timeline

Sample APDB – HEGIS/CFS Department Cost Map

AB 94 FIRMS Data Match FIRMS Reporting Period20xx06 Record Type10 CSU Fund485 Campus Expenditures (FIRMS Programs 1 – 7) Report to State will exclude CSU financial aid (Program 8) and Auxiliary Enterprise (Program 20) expenditures

AB 94 CFS Data Warehouse Download

Sample Pivot Info from CFS Data Warehouse Retrieval

Sample Pivot Detail

Sample Discipline Cost Distribution

Example - Fund and Student Level Cost Distribution

Methodology to get us there CO will run data for each campus and then roll it up Derivation to correct NACUBO program codes Important to note that courses map to disciplines differently amount campuses – important to engage Academic Affairs, e.g., College of Education could be mapped to both teacher credential and “all other disciplines”

Unresolved Reporting Factors Methodology for distributing costs Fund and student level cost distribution Research costs Teacher credential Anything else?

Other Considerations How campuses record their expenditures within the financial data warehouse – might want to review current practices to see if there are changes that could be implemented to help with data gathering process

Questions