This IS the CSU
CSU 101
March 8-11, 2009
Monterey
Lori Erdman, Chief of Staff,
Business and Finance, Chancellor’s Office
Shawn Bibb, Vice President,
Administration and Business Affairs, CSU East Bay
 Higher Education in the State of California
 State Government and Agencies
 Facts about the California State University
 Comparing CSU to other Institutions
 How the CSU is Organized and Governed
 Policies, Advice and Where We Go From Here
CSU 101
This IS the CSU
Mar. 8-11, 2009
Higher Education in
California
Master Plan for Higher
Education
 Organized the functions
and governance for public
higher education into 3
“tiers”
 Established principle of
universal access within
certain admissions
requirements
 Transfer function is an
essential component of
the commitment to access
 Reaffirmed commitment to
principle of tuition-free
education
CSU 101
University of
California
This IS the CSU
California
Community
Colleges
California State
University
Mar. 8-11, 2009
CSU’s Mission
 Primary mission is undergraduate and graduate
education, with emphasis on “applied” fields and
teacher education
 CSU admits the top 3rd of CA high school
graduates
 Faculty research consistent with the primary
function of instruction
CSU 101
This IS the CSU
Mar. 8-11, 2009
CSU – UC Comparison
University of California
CSU
 Quasi-independent state
agency
 Faculty represented by a union
 Policy centralization
 23 campuses
 $4.5 B General Fund state
support in 2008/09 *
 354,000 FTE students
budgeted in 2008/09 *
 23,500 faculty
 Emphasis on applied research
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Constitutional autonomy
No faculty collective bargaining
Highly decentralized campuses
10 campuses (including 5
medical centers) + 3 national
laboratories
$5.5 B state support in 2008/09
216,000 FTE students
budgeted in 2008/09
9,400 FTE faculty
Emphasis on basic research
CCC got $6.8 B in state support in 07-08
CSU 101
This IS the CSU
Mar. 8-11, 2009
California Community
Colleges
 2 year institutions that offer both academic and
vocational programs
 Academic programs focus on transfer to a 4-year
institution
 Grants the Associates degree
 110 colleges in 72 districts
 2,776,000 headcount students
 Focus on workforce improvement, remedial
education, ESL instruction
CSU 101
This IS the CSU
Mar. 8-11, 2009
State Government and
Agencies
State Agencies
Higher
Education
Health &
Human
Services
K-12
General Govt
Corrections
Executive
Legislative
Judicial
Business,
Transportatio
n
& Housing
Labor &
Workforce
Dev.
State &
Consumer
Srvs
Resources
Environment
Protection
Primary Interface
Financial
 State Controller’s Office
(SCO)
 Department of Finance
(DOF)
 State Treasurer’s Office
Education
 Superintendent of Public
Instruction
 CPEC
 Student Aid Commission
CSU 101
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This IS the CSU
All the Others
Public Employment
Relations Board (PERB)
Public Employees
Retirement System
Public Utilities
Commission
Labor and Workforce
Development
Veteran’s Affairs
State Architect
Etc., etc., etc.
Mar. 8-11, 2009
CSU Facts
CSU Campuses
CSU 101
This IS the CSU
Mar. 8-11, 2009
Campus Founding
Timeline
1887-99
Chico, San Diego &
San Francisco
1901
San Luis Obispo
1857
San Jose State
1911-13
Fresno & Humboldt
1957-60
Fullerton, East Bay, Stanislaus,
Northridge, Sonoma, San Bernardino,
& Dominguez Hills
1947-49
Los Angeles,
Sacramento &
Long Beach
1938/1966
Pomona
1929/1994
Maritime Academy &
Monterey Bay
1988
San Marcos
World War II
San Francisco
Earthquake
2002
Channel Islands
1965
Bakersfield
Y2K
Stock Market Crash
CSU 101
This IS the CSU
Mar. 8-11, 2009
Unique Campus
“Facts”
1887-99
Chico, San Diego &
San Francisco
1901
San Luis Obispo
1857
San Jose State
1911-13
Fresno & Humboldt
1957-60
Fullerton, East Bay, Stanislaus,
Northridge, Sonoma, San Bernardino,
& Dominguez Hills
1947-49
Los Angeles,
Sacramento &
Long Beach
1938/1966
Pomona
1929/1994
Maritime Academy &
Monterey Bay
1988
San Marcos
World War II
San Francisco
Earthquake
2002
Channel Islands
1965
Bakersfield
Y2K
Stock Market Crash
CSU 101
This IS the CSU
Mar. 8-11, 2009
Size of the System
2 Million
Degrees
Awarded
433,000
Students
1,600 Degree
Programs
23
Campuses
CSU 101
23,500
Faculty
240 Subject
Areas
This IS the CSU
Mar. 8-11, 2009
Enrollment Funding
400,000
350,000
300,000
250,000
200,000
Target
150,000
Actual
100,000
50,000
01-02
CSU 101
02-03
03-04
04-05
05-06
This IS the CSU
06-07
07-08
08-09
09-10
Mar. 8-11, 2009
Student Profile
(Fall 2007)
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Total enrollment was 433,000 (FTES = 368,000)
58% Women; 42% Men
20.6% were first time freshmen
Average age of undergraduates is 24
92% are commuters
Nearly 1 in 4 have dependents
3 of 4 have jobs, and 18% work 30 hours or more
35% are the first generation in their family to attend
college
CSU 101
This IS the CSU
Mar. 8-11, 2009
Working for California
 CSU-related expenditures create $13.6 billion in
economic activity, support for 207,000 jobs and
generate $760 million in state taxes
 Enhanced earning power of CSU’s 2 million
alumni living and working in California totals
some $89 billion
 Our campuses uniquely enrich their local
communities, drawing more than 3 million visitors
to university-sponsored events
CSU 101
This IS the CSU
Mar. 8-11, 2009
Overview of CSU’s Impact
Prosperous Regional Economies and State Economy
Competitive Knowledge-Based Industries
Operational
and Alumni
Spending
Educated
Professional
Workforce
Advanced
Technology
Quality
of Life
Strong Public University System
CSU 101
This IS the CSU
Mar. 8-11, 2009
Economic Impact vs.
State Investment
 CSU-related expenditures create over $13 billion
annually in economic impact and support more
than 207,000 jobs in California
– $4.41 in spending is generated annually for every
dollar the state invests in CSU
 Higher alumni earnings raises the impact to $53
billion annually, supporting 527,000 jobs in the
state
– CSU alumni and CSU expenditures generate
more than $17 in spending for every dollar the
state invests in CSU
CSU 101
This IS the CSU
Mar. 8-11, 2009
California’s economic drivers are mainly
knowledge-based industries that thrive in the state
because of the quality of its skilled workforce:
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CSU 101
Electronics & Information Technology
Media & Cultural Industries
Agriculture, Food & Wine
Life Sciences
Tourism
Engineering Services
Apparel
Aerospace
Transportation Services
This IS the CSU
Mar. 8-11, 2009
Work Force
CSU Bachelor’s Degrees as a Percent of All Public and Private
University Bachelor’s Degrees Awarded in California, Critical Fields
2001-2002
65%
52%
in
s
u
B
s
s
e
i
gr
A
ra
u
lt
u
c
...
s
u
B
l
m
m
o
C
52%
ca
i
un
51%
s
n
t io
O
e
th
rE
ng
e
in
in
er
Source: California Postsecondary Education Commission
CSU 101
This IS the CSU
45%
g
er
t
pu
om
C
&
e
El
44%
..
c.
fe
Li
i
c
S
e
c
en
s
Mar. 8-11, 2009
Work Force
CSU Bachelor’s Degrees as Percent of all Public and Private
University Bachelor’s Degrees Awarded in California, Service Fields
2001-2002
87%
89%
87%
Education*
Criminal Justice
Social Work
82%
Public Administration
Source: California Post-Secondary Education
Commission (*CIP Codes)
CSU 101
This IS the CSU
Mar. 8-11, 2009
CSU IS Working for
California
 California reaps a four-fold benefit from every dollar the
state invests in the CSU
 CSU sustains more than 200,000 jobs in California
 A majority of the state’s Latino and African-American
university graduates earned their degree from CSU
 CSU ensures California’s future prosperity by ensuring its
knowledge-based industries have the skilled employees
they need
 Communities, governments, and industries find CSU to
be a valuable partner and a critical asset for California
CSU 101
This IS the CSU
Mar. 8-11, 2009
Comparisons
Size Comparisons
(fall 2008)
University
Campuses
Enrollment
State
Appropriation
Employees
SUNY
64
438,000
$3.7B
86,000
CSU
23
417,000
$3.5B
47,000
Texas
15
194,000
$3.6B
46,000
Florida
10
301,000
$2.9B
63,000
CSU 101
This IS the CSU
Mar. 8-11, 2009
CPEC Comparison
Institutions
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Rutgers U (Newark)
U. Maryland, Baltimore
U. Connecticut
SUNY, Albany
Cleveland State U.
Illinois State U.
Wayne State U.
George Mason U.
Reed
USC
CSU 101
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This IS the CSU
U. Wisconsin, Milwaukee
U. Texas, Arlington
N. Carolina State U.
Georgia State
U. Colorado, Denver
U. Nevada, Reno
Arizona State U.
Bucknell
Tufts
Loyola U., Chicago
Mar. 8-11, 2009
CPEC Comparisons
(for 2007/08)
 Undergraduate Student Fee Levels:
– CSU = $3,521/year
– Comparison group average = $7,122
 Faculty Salaries*:
– CSU = $76,774
– Comparison group average = $87,811
 Presidential Salaries:
– CSU average = $291,822
– Comparison group average = $407,415
* Fall 2007, all ranks average presented
CSU 101
This IS the CSU
Mar. 8-11, 2009
Organization and
Governance
Governance
Board of Trustees
(appointed by the
Governor)
Chancellor
Charles B. Reed
(appointed by the Trustees)
Campus Presidents
(appointed by the Trustees)
CSU 101
This IS the CSU
Chancellor’s Office
Administration
Mar. 8-11, 2009
Board of Trustees
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Develop broad administrative policy for the campuses;
Oversee the efficient management of funds, property,
facilities and investments by the system and the
campuses;
Provide broad direction and coordination to campus
curricular development;
Appoint the Chancellor and Vice Chancellors for the
system, and the Presidents for the campuses as chief
executives with certain delegated responsibilities; and
Communicate to the people of California an
understanding and appreciation of the current
effectiveness and the future needs of the California
State University.
CSU 101
This IS the CSU
Mar. 8-11, 2009
Executive Council
 Composed of the presidents from each of the
CSU campuses
 Meet approximately every 6 weeks
 Discuss issues that will impact all campuses
 Review policy proposals prior to finalization
CSU 101
This IS the CSU
Mar. 8-11, 2009
Who is your campus
president?
1
4
7
10
2
5
8
11
3
6
9
12
Who is your campus
president?
13
16
19
22
14
17
20
23
15
18
21
24
Faculty Leadership
 Faculty founded and governed the very first
universities ever established
 The faculty continue to play a critical role in the
governance of any university and make this type
of institution unique in its operations, including
business and financial affairs
 Each CSU campus has an elected faculty
governance group, which recommends academic
policy to the President
CSU 101
This IS the CSU
Mar. 8-11, 2009
Chancellor’s Office
Organization
Charles Reed
Chancellor
Christine
Helwick
General
Counsel
CSU 101
Larry Mandel
University
Auditor
Benjamin
Quillian
Executive
Vice
Chancellor
CFO
Gary Reichard
Executive
Vice
Chancellor
CAO
This IS the CSU
Gail Brooks
Vice
Chancellor
Human
Resources
Garrett Ashley
Vice
Chancellor
External
Relations &
Advancement
Mar. 8-11, 2009
Sample Campus
Organization
Campus President
Student Services
CSU 101
Academic Affairs
Business & Finance
Advancement
Financial Aid
Institutional Research
Financial Mgmt.
Alumni Relations
Housing
Faculty Affairs
Facilities
Community Relations
Admissions
Library
Human Resources
Planned Giving
College Deans
Information Tech.
This IS the CSU
Mar. 8-11, 2009
Organizational
Hierarchy
Board of Trustees
CSU 101
Campus Presidents
Chancellor
CABO
Executive Vice
Chancellor/
Chief Financial
Officer
FOA
Chancellor's Office
Business & Finance
Staff
This IS the CSU
Mar. 8-11, 2009
Subject Matter Groups
 Business/Finance
 Health and Safety
– FOA
– FSAC
– PSSO
–
–
–
–
 Capital
– Exec Deans
– Plant Managers
 Technology
–
–
–
–
–
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 HR Directors
 AOA
– Research
CSU 101
EH&S
Risk Managers
Public Safety
SWEPT
This IS the CSU
TSC
ITAC
ISO
ATA
COLD
CMS-PAC
Mar. 8-11, 2009
Policies, Advice and
Where We Go From Here
Policy Hierarchy
Policy Hierarchy
Law
Federal Constitution
Federal Statutes
Federal Code of Regulation
State Constitution
State Codes (Education, Govt, Corporate)
California Code of Regulations (Title 5)
Board of Trustees Resolutions
Standing Orders of the Trustees
Executive Orders of the Chancellor
Coded Memoranda
Manuals
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CSU 101
This IS the CSU
System
Policy
Campus
Policies/
Procedures
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Mar. 8-11, 2009
Where to find policy
statements
 Board Resolutions –
www.calstate.edu/BOT/resolutions
 Executive Orders - www.calstate.edu/eo/
 Coded Memos www.calstate.edu/infocenter/coded_memoranda.
shtml
 Manuals - foa.calstate.edu
CSU 101
This IS the CSU
Mar. 8-11, 2009
Chancellor’s Office
Functions (selective)
 Develops systemwide budget and advocates for
funding from the governor and state legislature
 Advises and assists campuses in adhering to
systemwide policies
 Bargains agreements with employee unions
 Provides legal counsel for campuses
 Manages funding of capital program and assists
campuses with capital development projects
CSU 101
This IS the CSU
Mar. 8-11, 2009
Business and Finance
Benjamin Quillian
Executive Vice
Chancellor/CFO
Colleen Nickles
Financial Services
Robert Turnage
Budget
Vi San Juan
Capital Planning,
Design and
Construction
Mike McLean
Information
Technology
Services
Karen Zamarripa
Advocacy and
Institutional
Relations
CSU 101
This IS the CSU
Mar. 8-11, 2009
CO Business and
Finance
Budget
Capital
Planning
Financial
Services
Information
Technology
Budget
Development
Facilities Planning
Debt and Cash
Management
Information &
Applications Srvs
(CMS)
Budget Allocation
Architecture &
Engineering
Contracts and
Procurement
Technology
Infrastructure
Student Fee Policy
Construction
Management
Financial Reporting
and Accounting
Information Security
Utilities & Energy
Engineering
Risk Management
Business Solutions
(QI)
CSU 101
This IS the CSU
Mar. 8-11, 2009
Where to go for help
Financial Srvs.
www.calstate.edu/
FinancialServices/
(562) 951-4540
Budget
www.calstate.edu/
budget/
(562) 951-4560
QI Programs
www.calstate.edu/
QI/
(562) 951-4551
www.calstate.edu
?
Financing/Treasury
www.calstate.edu/
FT/
(562) 951-4570
ITS
www.ITS.calstate.
edu/
Capital
www.calstate.edu/
CPDC/
(562) 951-4100
CSU 101
This IS the CSU
Contracts
www.calstate.edu/
CSP/
(562) 951-4590
Mar. 8-11, 2009
CSU 101 Goals
 Ground you in this organization
– This IS the CSU
– Business and Financial Structure
 Provide an overview of functions at the University
– Budget
– Banking, Cash Management & Investments
– Accounting, Payables, Receipts
– Campus Financial Services
– Tax
– Capital Planning
– Auxiliaries
– Human Resources
– Procurement
CSU 101
This IS the CSU
Mar. 8-11, 2009
Goals (con’t)
 Understand the bigger picture
– Services and Reporting
– Audits and Ethics
– RMP
 Establish a network of people you can turn to
with questions
CSU 101
This IS the CSU
Mar. 8-11, 2009