1. 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

2. Agenda Introduction / background Demonstration Questions and Answers

3. SOC WORKSHEET What is it?

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

5. 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

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

8. SOC Worksheet Template

9. White Columns: COPY and PASTE SOC Worksheet Download

10. SOC Worksheet Template Formulas and calculation – yellow columns

11. SOC Worksheet Template Data entry – tan columns

12. Summary Reports Department Summary

13. Summary Reports FTEF Summary

14. DEMONSTRATION SOC Worksheet

15. 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

16. 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

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

18. QUESTIONS?

19. Contact Information Edith Winterhalter  edith.winterhalter@csun.edu edith.winterhalter@csun.edu  (818) 677-4066 Daniel Vaughn  dan.vaughn@csun.edu dan.vaughn@csun.edu  (818) 677-5780 Julie Todd  julie.todd@csun.edu julie.todd@csun.edu  (818) 677-2818

20. SOC WORKSHEET visit our website at: www.csun.edu/academic.resources/

21. THANK YOU!

23. 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

24. 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#