Coordinating Processes

Budget Process
Program Review
Intersegmental Articulation
Information

 

Each of the public segments is responsible for coordinating the activities and services of its own institutions. CSU is credited with doing the best job of such coordination, the community colleges with the worst. UC lies somewhere between the two extremes. Within this scheme of things, CPEC is not so much a coordinating agency as a source of information and a mediator of last resort for disputes that are not resolved elsewhere. The Education Roundtable, with very few formal meetings per year, provides some voluntary coordination, as does the Intersegmental Coordinating Committee on issues related to transfer. Most of the people we talked with recognized problems with this arrangement but preferred it to the constraints of a tighter structure. The absence of a credible coordinating structure for higher education shifts the statewide action on such work processes as budgeting and articulation to state government.

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Budget Process

The three public segments and the Student Aid Commission submit budget requests to the Department of Finance in the form of Budget Change Proposals (BCP) in September. In late November, the Governor meets with the system heads, who support their requests. A veteran of many of these sessions described the meetings as "characterized by glazed eyes and few questions." Based on these and other meetings, the Governor develops line items for the public systems of higher education and the Student Aid Commission within his overall executive budget, which is introduced to the Legislature in January.

Budget and finance committees in the Senate and Assembly consider higher education as part of the single central budget that includes all state expenditures. Very seldom is there a policy debate on the true policy implications of the budget. No one looks at the big picture. Discussions in subcommittees are very political and focus on meeting the individual requests of the various interests. This process usually does not produce an acceptable budget.

On May 15, the Department of Finance comes back with increases or decreases to the budget based on estimates of the state of the economy. The real decisions are then made behind closed doors among the "big five" (the Governor's representative and the majority and minority leaders of both chambers of the Legislature). These leaders introduce the results of the compromises on the floor of the Legislature late at night and "try to ram the budget through." There is never a final budget until after the 15th of June. Within this process, the Legislative Analyst's Office is the nonpartisan body that has responsibility for looking at budgets and asking questions about what they contain.

Capital projects are considered through the same budget process but funded in a different way, largely through revenue bonds or general obligation bonds that have to be acted upon by the voters. The projects included in either of these methods of finance are determined by the Governor's office and the Legislature. Unlike the operating budget, the capital outlay budget is designated by campus.

After the Governor's budget has been acted upon by the Assembly and the Senate, a conference committee consisting of three members from each chamber issues a supplemental report, which provides a statement of legislative intentions. Like a joint resolution, the supplemental report does not have the force of law, though it does advise the recipients of the appropriations that they will incur disfavor if the instructions are ignored. The supplemental report, which is incorporated as a part of the official budget when it is finally adopted, is one of the primary ways the Legislature formally sends messages to higher education.

Prior to the election of Governor Wilson, there was often proviso language in the budget that specifically directed how the funds should be spent. Democrats generally favor more control language. Governor Wilson's philosophy is to provide block grants and maximum flexibility. His policy is to veto regulatory language in the budget or from the Legislature. In California the Governor can use line-item vetoes to delete control language without affecting appropriations. In non-appropriation bills, the Governor must either veto the entire bill or none of it.

In response to the Governor's use of line-item vetoes for control language, the Legislature has used "trailer bills" more frequently as a basis for providing direction. As one example, a trailer bill established a duplicate degree charge in 1992 providing that someone who had already earned a bachelor's degree and enrolled for another undergraduate degree would be charged the full tuition established for an out-of-state student. Since trailer bills make long-term changes, most often in response to a short-term problem, they usually contain a sunset clause. The duplicate degree charge will expire in 1997.

During the 1990s, appropriations to the four-year institutions have been provided to the public systems through two different means. From 1991 to 1994, the state gave block grants to institutions without any consideration of enrollment changes. For 1995 and 1996, appropriations have been based on the compact the Governor negotiated with UC and CSU.

Since the process of budgeting in California has always been incremental, it has focused primarily on marginal issues. The difference now, we were told, is that budget analyses provide less information than they used to. The legislative staff member who made this observation added that the magnitude of the budget simply doesn't allow it.

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Program Review

The program review process is primarily campus-based, but the system offices do provide a fairly serious review of new programs and of those programs considered for discontinuation. CPEC keeps an inventory of programs and must review new majors, new programs (the School of Public Administration, for example), or joint doctoral programs. While CPEC cannot prevent a degree or program from being offered, systems typically work with CPEC to negotiate around any controversies.

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Intersegmental Articulation

California provides many examples of collaborative activity between individual institutions. Sacramento State shares a facility with Solano Community College. The Los Rios District has a well-regarded transfer agreement with UC Davis. UC Davis has a joint doctorate in higher education with Fresno State. In the aftermath of the affirmative action decision, UC has established an outreach task force that includes representatives from K-12 and the independent institutions, in addition to the other two public segments. Cal State Northridge has a K-16 collaborative in the San Fernando Valley, as well as an intersegmental telecommunications project funded by the Annenberg Foundation. CSU campuses at Monterey Bay and in the Ventura area are working closely with community colleges to coordinate the expansion of higher education services. The bottom line, however, is that there is no central authority in charge of articulation.

The absence of a single authority with responsibility for articulation is surprising in a state where so much rides on universal access to upper division work through transfer. The Legislature has tried to reduce barriers to transfer by requiring the institution of transfer centers, course articulation numbering systems, a mandated general education core, and, most recently, a common course numbering system.

Transfer works reasonably well between community colleges and CSU which is very dependent upon transfers to fill upper division classes. It works less well with the University of California. Even where it works well, however, there are problems. CPEC tries to gather data on the successes and failures of transfer through a special section in its annual report, Student Profiles. CPEC efforts are somewhat inhibited, however, by the absence of a student information system that permits cohort tracking. As a result, CPEC must rely upon institutional reports which, as previously noted, are widely perceived as self-serving.

The results of all of these different efforts fall significantly short of inspiring. A community college representative told us that, despite the amount of attention paid to transfer, very little has been accomplished in terms of true seamless movement. A legislative staff member said, "Transfer and articulation is a mess in California because of turf issues. There are transfer agreements but they are all negotiated and fought out to the extent that they are not always very effective." A state senator told us of his involvement in a major bill on transfer primarily because of anecdotal evidence from individuals who were having great difficulty.

There is general agreement that the systems need to work together more closely to be sure that students are prepared to succeed. Currently, however, the Intersegmental Coordinating Council, a voluntary body, provides the only arrangement for working across segmental boundaries. Whatever is not worked out voluntarily is left to the Legislature, where contending interests have the opportunity to pursue their special points of view.

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Information

Beyond the reports provided by CPEC, the Legislative Analyst's Office raises issues to which systems must respond in front of the Budget Committee. A senator described their work as helpful but limited in the sense that analyses don't start with any vision for higher education or occur within a mission framework. The credibility of the Department of Finance is limited by its role as compiler and advocate for the Governor's budget. The Legislative Analyst focuses primarily on questions of efficiency, including such issues as deferred maintenance and the weight of faculty salaries. A representative told us that over the year the Legislative Analyst's recommendations have been all over the map. There is need for a longer range focus in analysis and recommendations particularly on such sensitive issues as student fee increases.

Beyond CPEC, the Department of Finance and the Office of the Legislative Analyst, the Legislature has also contracted special studies on faculty workload and other issues. We were told by a legislative staff member that some analysis occurs in these studies, but not at a very high level. The reports are primarily anecdotal and include very little longitudinal data or original research. A Democratic senator said that the situation would get worse rather than better as the Legislature increasingly relies on a weaker and more partisan staff that will bring ideological agendas to any analysis they do. He added that if Republicans continue to gain control there will be much more emphasis on student aid and privatization issues with a voucher system for higher education as a real possibility.

In the current policy environment, it is not clear that more or better information would necessarily have much impact on decisions. The Governor vetoed a student information system passed by the Legislature. It is much easier to cut deals with system heads on the basis of political philosophy and available resources than to try to make sense out of data pried from reluctant systems. Perhaps Californians prefer this arrangement. Higher education leaders seem to.

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