Can You Afford Your Schedule of Classes (SOC)?

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. What is it? SOC Worksheet

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

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

6. SOC Worksheet Download

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. SOC Worksheet Template 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. SOC Worksheet Demonstration

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 (818) 677-4066 Daniel Vaughn dan.vaughn@csun.edu (818) 677-5780 Julie Todd 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#