Marvin Kaiser, Dean, College of Liberal Arts and Sciences(Council of Academic Deans) CHAIRJackie Balzer, Vice Provost for Students(Office of Academic Affairs) Alan CabellyProfessor, School of Business Administration(Educational Policy Committee Representative)Doug Crow, Adjunct Professor, School of Business Administration(AFT representative) Consultants and Staff:David Burgess, Institutional Research Analyst, Institutional Research & Planning Academic AffairsMichael Fung, Budget Director, Office of Finance AdministrationCathy LaTourette, Human Resources Director, Office of Finance AdministrationMark Wubbold, Special Assistant to the Vice President, Office of Finance Administration Nancy Goldman, Staff to the CommitteeHannah Fisher, ASPSU President(Undergraduate Student Representative), Sukhwant Jhaj, Director of University Studies(Faculty Senate Budget Committee), Michael McCarthy, Graduate Student(Graduate Student Representative), Marc Niesenfeld, Science Support Center(SEIU Representative), Steve Reder, Professor, Linguistics(Academic Department Chair), Kevin Reynolds, Professor, Chemistry(Academic Department Chair),Melody Rose Associate Professor,(Political Science Representative), Jonathan Uto, Educational Equity, Programs and Services(AAUP representative, Academic Professionals), Dee Wendler,Associate Vice President, Finance and Administration(Finance and Administration), Jennifer Williamson, Assistant Vice President, University Communications(University Relations), Mark Wubbold, Special Assistant to the Vice President , (Finance and Administration), Angela Wykoff, (Alumni representative)
Process:*Answer each of these three questions as a group, and write your responses on a YELLOW card.Appoint someone from the group to bring these responses to one of the floor micsUse the PINK cards for any additional thoughts*Provost Koch will moderate the discussion at (time)
LTIFS Forum on Enrollment Management as a Fiscal Strategy. Roy Koch, Provost Jackie Balzer, Vice Provost for Student Affairs Sukhwant Jhaj, Director, University Studies
Long Term Institutional Fiscal Strategies Committee (LTIFS) Committee Membership: Marvin Kaiser (Chair), Jackie Balzer, Alan Cabelly, Doug Crow, Hannah Fisher, Sukhwant Jhaj,Michael McCarthy,Marc Niesenfeld, Steve Reder, Kevin Reynolds, Melody Rose, Jonathan UtoDee Wendler, Jennifer Williamson, Mark Wubbold, Angela Wykoff. Consultants and Staff: David Burgess, Michael Fung, Cathy LaTourette, Mark Wubbold, Nancy Goldman
Committee Charge Consider - organizational or structural issues that impact our efficiency and/or effectiveness. Consider - operational approaches that could lead to more efficient and effective use of institutional resources. Identify -alternatives for revenue enhancement that provide a more robust and financially sustainable base of funding Consider - University-wide approaches, in addition to incremental reductions within the academic and administrative units, which could be used in dealing with the budget deficits for the 2009-11 biennium. Suggest - approaches and criteria to be used in academic and administrative program consolidation or reorganization.
Committee Process Committee gathered and reviewed numerous internal and external reports. Conducted independent and comparative analyses of PSU funding using data from OIRP and The Delta Project on Postsecondary Education Costs, Productivity, and Accountability. Collected feedback from campus community.
Revenue per student FTE- Oregon is almost at the bottom of 50 states Minnesota $21,426 (44%) Average $14,058 (51%) Tuition State Support Source: The Delta Project on Postsecondary Education Costs, Productivity, and Accountability. www.deltacostproject.org Oregon $10,891 (74%26%)
PSU revenue ($8,398) per student FTE is even worse. Lower than University of Oregon and OSU, and our peers. In Thousands Data taken from The Delta Project on Postsecondary Education Costs, Productivity, and Accountability. www.deltacostproject.org
Total dollars per FTE student at PSU have decreased ($764) and the State contribution continues to decline Source: The Delta Project on Postsecondary Education Costs, Productivity, and Accountability. www.deltacostproject.org
Total dollars per student FTE at U of O are higher ($11024), and have increased ($877).State support per FTE student has decreased and is less than that of PSU. Source: The Delta Project on Postsecondary Education Costs, Productivity, and Accountability. www.deltacostproject.org
See handout, Description of the Six Clusters of LTIFS Recommendations, for details.
Presidential Blueprint for the Future Provide Civic Leadership Through Partnerships Lead as a civic partner, deepen our engagement as a critical community asset, demonstrate leadership in regional innovation, and serve as an anchor institution in the Metro area. Improve Student Success Ensure a student experience that results in higher satisfaction, retention, and graduation rates. Achieve Global Excellence Distinguish the institution nationally and internationally through the accomplishments of its faculty, reputation of its programs, and preparation of its students for the global economy. Enhance Educational Opportunity Ease the transition and create more effective pathways for students to move from K-12 to higher education. Expand Resources and Improve Effectiveness Expand resources in each of the funding streams (state, private, business partnerships, research, tuition), manage resources effectively, and match investments to strategic priorities.
Presidential Enrollment Vision Undergraduate Education Graduate Education Access: Excellence in Transfer, Co-Admission and Quick Entry (non-degree) education. Effective programs for at-risk, underprepared and conditional admission students. Freshmen Year Excellence: Excellence in FYE learning communities and FR undergraduate education. Credentials to Advance Careers: Graduate programsneeded by the region. Globally Competitive Graduate Programs: Selective and Ranked Masters and Doctoral programs
Institutional Mission and University Priorities Model for EM Planning Enrollment Management principles Overall Enrollment Goals/Mix Senior Level Enrollment Projections and Targets Retention Projections and Targets Recruitment and Retention Plans Division/School Level EM Operations: Policies, Procedures, Organizations, Technology, Facilities, Positions Recruitment and Retention Tactics
Recruitment, Retention, and Persistence LTIFS Recommendation Action Taken PSU Office of Student Affairs and CADS monitor, report, and make recommendations on PSU admission standards and practices in order to support student success (annually). The establishment of enrollment management principles was strongly recommended by consultants from American Association of Collegiate Registrars and Admissions Officers (AACRAO), during their recent consultation at PSU. The EM principles were drafted at the Fall 2009 Council of Academic Deans retreat and later approved by the Provost.
Recruitment, Retention, and Persistence Action Taken: EM Principles LTIFS Recommendation Establish goals and manage the mix of in-state and out-of-state students and mix of undergraduate and graduate students against strategic fiscal and operational outcomes. Enhance academic success, in particular retention and program completion. Supports key priorities of internationalization and diversity. Responds to the Metro region needs for educated workforce and civic leadership. Takes advantage of the network of higher education institutions to maximize educational opportunities and student success. Builds fiscal stability and sustainability for the University.
Recruitment, Retention, and Persistence Action Taken: Student Mix LTIFS Recommendation Establish goals and manage the mix of in-state and out-of-state students and mix of undergraduate and graduate students against strategic fiscal and operational outcomes. Undergrad and Graduate: (75 / 25), Current: 75/25. Resident and Non-Resident:(70 / 30), Current: 80.9/19.1. Increase international to 10% and non-res. to 20% by 2018 Enrollment Size: Historical trend approx. 500/yr , Projection approx. 325/yr FR class and underprepared, conditional admits: ideal cohort sizes for success
Recruitment, Retention, and Persistence Action Taken: Recruitment Targets LTIFS Recommendation PSU VP for Student Affairs ensure that cost effective, goal-driven recruitment and retention activities are developed and aligned with the overall University mission and University marketing efforts. Increase total number of non-resident enrollment from 19% to 21.5% by 2013 Increase % of domestic non-resident new student enrollment: 100 additional new students/year Increase % of International new student enrollment: 100 additional new students/year Increase minority student enrollment from 19% to 25% by 2013 Increase incoming HS GPA each year and decrease the number of underprepared/conditional admissions
Recruitment, Retention, and Persistence Action Taken: Retention Targets LTIFS Recommendation CADS and the Office of Student Affairs be responsible for setting retention and completion targets, annually tracking and reporting progress toward them, and implementing such academic and student support services as needed. Increase FT FR to SO retention rate from 71.3% to 73.5% by 2013 Increase JR TR retention rate from 80.2% to 86% by 2013 Increase FT FR graduation rate (within OUS) from 39.3% to 42.5% by 2013 Increase TR graduation rate (within PSU) from 64.6% to 66% by 2013
Tuition LTIFS Recommendation Action Taken The President’s Office form (by January, 2010) a campus-wide taskforce which includes students to work with Government Relations to promote legislation that would give PSU maximum tuition management flexibility in the coming biennium. See Restructuring PSU’s Relationship with the State: The Case for Change. The whitepaper explores the need for a new governance structure for PSU. The guiding principles include the ability to manage tuition.
Tuition LTIFS Recommendation Action Taken The university establish a permanent Tuition Management Committee consisting of representatives of all PSU stakeholders, including students, to study and make long-term tuition recommendations to the University leadership. Plan for establish high level committee to determine how to:
Increase strategic use and accountability of scholarship and remission awards
Decrease Financial Aid and Scholarship award errors