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Allocations for Temporary FTE and Teaching Assistants:How Do They Work?

Presentation to ABATuesday, January 12, 2010

Kathy FarrellyDirector, Budget and Financial ManagementOffice of the Senior Vice Chancellor, Academic AffairsEmail:[email protected]: x22565

Today’s Topics

TA FTE AllocationOverview of fundingmodelDescription of formulaReview of variables and data sourcesTemporary FTE AllocationOverview of funding modelDescription of formulaReview of variables and data sourcesQuestions

TAFTE Allocation

Provides fundingto hire teaching assistants for undergraduate courses and graduate coursesAnnual allocation made by SVCAA todepartments and collegesThe allocation is fungible to use forTAs or temporary facultyThe methodology for the allocation is approved by the PRCChanges to the methodology can be requested by departments through their dean’soffices

TA FTE Allocation

Three funding allocations:Allocation for undergraduate courses taught during FWSAllocation for graduate courses taught during FWSAllocation for undergraduate courses taught in summer

TA FTE Allocation - Undergraduate

TA FTE = 95% x (enrollment – faculty debit) / (PRC ratio * 4)Enrollment is an average of the prior spring, fall, and winter quarter enrollmentsFaculty debit is the total faculty FTE (perm & temp) multiplied by 20The PRC ratio is a student-to-TA ratio for the department, established by the PRC, with the assumption that 1 TA FTE is able to teach 4 sectionsThe model is funded at 95%, except for writing programs which are fully fundedA reserve is maintained to deal with enrollment fluctuations, and is allocated in winter quarter

TA Allocation - Enrollments

Enrollment is counted in the department or program where the course is taughtCount enrollments in all courses numbered from 1 through 194, excluding independent study courses and seminar courses (87, 90, 192)Enrollment in some courses (primarily languages and writing) is adjusted for units

TA Allocation – PRC Ratios

Arts & Humanities, 32Biological Sciences, 28.20Engineering, 18Physical Sciences, 28.20Social Sciences, 32Languages, ranges between 15 and 21.48

TA FTE Allocation -Graduate

TA FTE = 95% x (enrollment – course debit) / (student-to-TA ratio * 4)Enrollment includes only lecture courses that have more than 20 students and is an average of the prior winter, spring, and current fall enrollmentCourse debit is 20 times the number of counted courses with enrollments greater than 20 studentsThe student-to-TA ratio is set at 30 students, with the assumption that 1 TA FTE is able to teach 4 sectionsFunding is provided if the need is 0.05 FTE or more

Timing of TA Allocations

Preliminary allocation for the following year is made in winter quarter, using the enrollments from the prior spring, fall, and winter and the current year faculty FTEAllocations from the reserve are also made during winter quarter, using the same enrollment and faculty FTEFor growing departments, the final allocation for the current year will be the same as the preliminary allocation for the following year

TA FTE Allocation

Questions?

Temporary FTE Allocation

Provides funding for the teaching of undergraduate coursesAnnual allocation made by SVCAA to divisions and collegesThe allocation is fungible to use for temporary faculty or TAsThe methodology for the allocation is approved by the PRCChanges to the methodology can be requested by departments through their dean’s office

Temporary FTE Allocation

Three Components of the AllocationUnmet course needProgrammatic FTEWriting/core programs & Linguistics languageSalary adjustment for continuing lecturersFunding provided to make up the difference between the salary rate used in the allocation and the annual salary of the continuing lecturer

Calculation of Unmet Course Load

For each department or program in a division:Count scheduled undergraduate courses offered over three quarterSubtract courses that could be covered by the ladder-rank facultyAdd course credit for faculty on sabbaticalThe balance is the unmet course load

Calculation of Temp FTE Funds for Unmet Course Load

Divide the unmet course load by the temporary faculty workload to obtain the temporary FTE needMultiply the temporary FTE need by the approved annual salary rate to determine the formula funding for each departmentThe unmet need funding for all the departments and programs in a division is the base allocation for the division

Formula Used for Unmet Need Calculation

Calculation of Department Temp FTE Need:$$ = S x [C – (F x FW) + (F/9 x FW)] / TWwhereS = Annual Salary Rate for LecturersC = Count of Scheduled Courses in 3 QuartersF = Ladder-Rank Faculty FTEFW = Faculty Workload (ranges from 2-3 courses)TW = Temporary Faculty Workload (either 6 or 8 courses)

Unmet Course Load

Example of Calculation of Department Temp FTE Need

PsychologyCourses (C) = 100.50Faculty FTE (F) = 29.49Faculty Workload (FW) = 2.5Temporary Faculty Workload (TW) = 8Salary Rate (S) = $55,745$$ = S x [C – (F x FW) + (F/9 x FW)]/TW= 55,745 x [100.50 – (29.49 x 2.5) + (29.49/9 x 2.5)]/8= $241,933

Review of Main Variables

Course Counts (C)Faculty FTE (F)Departmental Workload (F x FW)Sabbatical Credit (F/9x FW)Temp FTE Workload (TW)Salary Rate

Faculty Workloads

Sciences and engineering departments, 2Arts and humanities departments and programs, 3Social sciences departments and programs, 3ExceptionsMath, 3Cognitive Science and Psychology, 2.5

Temporary FTE Workloads

Unit 18 workload policyAnnual course load of 9 courses for 1.00 FTEModel provides slightly richer funding to recognize higher salary costs in some unitsSciences and engineering, 6 courses per FTEArts and humanities, 8 courses per FTESocial sciences, 8 courses per FTEExceptions: Math, 8 courses; Econ, 6 courses

Salary Rate for Temp FTE

Value of each FTE is currently based on a step in the Unit 18 salary scale09/10 calculation uses a salary rate of $55,745Rates are adjusted annually, or whenever salary range adjustments occur

How Courses Are Counted

Courses offered by departmentsare credited to the department where the course is taught, whether it is taught by a LRF or lecturerCourses offered by interdisciplinary programs and taught by a LRF are credited to the faculty member’s home departmentCourses offered by interdisciplinary programs and taught by lecturers are credited to the program

How Courses Are Counted

The count given to a course is determined by three factors:Course Load Factor“Footnote” FactorsSize Factor

Course Load Factor

Course workload is determined as part of Unit 18 appointment policiesDefault workload value for a course is 1.0Some courses, usually lab courses, have a workload value greater than 1.0Some courses, usually those with fewer than 4 credit units, have a workload value less than 1.0All 1-unit courses are assigned a value of 0.33 in the calculation of course counts

Footnote Factors

Independent study type courses are factored at 0, including courses numbered 98, 99, 195, 197, 198, 199 and all courses with instruction type INOne-unit seminars are factored at 0, including 87, 90, 192, and XL sectionsCrosslistedcourses are assigned factors according to how many departments list the course (e.g., 0.5 for a course cross-listed in two departments)Co-taught courses are assigned factors according to how many instructors teach the course

Size Factors

All courses with enrollment less than 6 are factored at 0All courses with enrollment of 200 or more are factored at 1.5Possible change being considered for 11/12:All lower division courses with enrollment less than 12 would be factored at 0All upper division courses with enrollment less than 8 would be factored at 0

Timing and Updates of Allocation

NovemberPreliminary allocation is calculated for the next academic year, usingPrior year’s course data (FWS)Current year’s faculty FTEMayAllocation is updated, using more recent course data (prior Spring, current year Fall, Winter)SeptemberAllocation is updated, reducing faculty FTE for separations, adjusting the annual salary rate, and adjusting the salaries for the continuing lecturers

Temporary FTE Allocation

Questions?

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