Diapozitiv 1

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PRIUMSLOVENIAN CASE STUDYUNIVERSITY OF
MARIBORRector Prof. Dr. Ivan
ROZMANUniversity of Maribor, November 2008
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Maribor
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Maribor
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University of Maribor - History

• 1859 First School of Theology,
  established by
• bishop Anton Martin Slomek
• 1959-1961 Independent Higher Education
  Institutions
• 1975 University of Maribor Faculties
  Independent Legal Entities
• 1993 University of Maribor Only Legal Entity
• 2008 University of Maribor Present Stage

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University of Maribor - Members

• Faculty of Business and Economics
• Faculty of Mechanical Engineering
• Faculty of Chemical Engineering
• Faculty of Civil Engineering
• Faculty of Electrical Engineering Computer
  Science and Informatics
• Faculty of Agriculture
• Faculty of Law
• Faculty of Education
• Faculty of Organizational Sciences
• Faculty of Criminal Justice
• Faculty of Medicine (established in 2004)
• Faculty of Logistics (established in 2005)
• Faculty of Health Sciences
• Faculty of Arts (brand new)
• Faculty of Natural Sciences and Mathematics
  (brand new)
• Faculty of Energetics (brand new)

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University of Maribor - enrolment trend
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PRIUMSLOVENIAN CASE STUDYDOCTORAL
EDUCATIONUniversity of Maribor
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International Framework

• Bologna Declaration 1999.
• European Research Area.
• Glasgow Declaration 2005 (doctoral training will
  meet the needs of an employment market that is
  wider than academia, through the development of
  research competence and transferable skills,
  lasts 3 to 4 years of full time work, doctoral
  candidates as students and as early stage
  researchers, joint programmes).
• Salzburg 2005 (Ten Basic Principles).
• EUA 2005 Doctoral Programmes for the European
  Knowledge society Report on the EUA Doctoral
  Programmes project.

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National Framework

• Higher Education Act 2004 (structure of study
  will be changed no later than acad. year
  2009/2010)
• The third level has one type of study programme -
  doctorate of science. The general entrance
  requirement is a completed second-level study.
  Programmes last three years, study obligations
  are worth 180 ECTS, 60 ECTS of them presents the
  organized educational process.
• Accreditation regulations.
• National Accreditation regulations for evaluation
  of study programmes according to ECTS (based on
  ECTS Users Guide, EU 2004).
• Professional and Academic Titles Act.

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New study system in Slovenia
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Institutional Framework

• Statute of the University of Maribor.
• Model of a doctoral study adopted by the
  Commission for Study affairs.
• Regulations on preparation procedure and defence
  of a doctoral thesis. (October 2008).
• New study programmes at the third level either
  substitute existent ones or are completely new.

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Characteristics of the doctoral training in
Slovenia

• Almost classical study programmes - structured
  doctoral education with min. 60 ECTS of the
  organized educational process, determine
  students individual workload, selectivity.
• Open admission requirements (second-level
  graduates enrol in a doctoral programme, each
  field is appropriate).
• Massification (entrance examinations).
• Different role of supervision and assessment.
• Internationalisation.

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Process of the implementation of doctoral
programmes at the University of Maribor

• New doctoral programmes are prepared by faculties
  (more or less) according to the Model of a
  doctoral study.
• Study affairs office gives advice to faculties
  when preparing new study programs during all
  accreditation procedure (revisions of application
  for study programmes accreditation, writing
  remarks, discussions with proposers).
• Programmes are discussed at the Commission for
  Postgraduate study and Senate of the UM and
  adopted by the Counsel for Higher Education.
• At least two Internal experts and opinions of
  future employees are needed.

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Doctoral education in numbers

• Study year 2005/06 enrolment of first generation
  of students in new third degree study programme
  at a Faculty of Medicine UM.
• Until now 6 third degree study programmes
  accredited.

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PRIUMSLOVENIAN CASE STUDYROLE OF THE FACULTIES
IN AN INTEGRATED UNIVERSITY University of
Maribor
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Key status definitions

• The University of Maribor is a corporate body,
  university members dont have legal subjectivity.
  Rector represents university with full
  authorization.
• Public founds, gained by university and its
  members from the Republic of Slovenia state
  budget meant for public services, are managed at
  the universitys account and separate at members
  sub-accounts.
• Upon university member deans proposal, rector
  decides on employment status of all higher
  education teachers, scientific workers, higher
  education collaborators and other employees with
  contracts for an indefinite time.
• Rector is elected, deans, vice deans, secretary
  general, members secretary general, ...are
  appointed by the rector.

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Organs of the University of Maribor
Rector
Professional Leader and Manager of the University
Senate
Highest Academic and Professional Organ of the
University (elected higher educational teachers
and students, rector)
Highest Management Organ (3 repr. of founder, 4
repr. of UM, 1 student, 1 repr. of employers
Management Board
Student Council
Discusses questions important for students,
(elected students, student vice-rector)
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Forms and ways of formal and informal linking
with faculties

• Central led application and enrolment procedure.
• Integrated universitys information system.
• Common development projects on university level.
• Central directed financial operations.
• University members are present in UM boards and
  comissions.
• University management board consists of
  university headquaters and its offices.

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Forms and ways of formal and informal linking
with faculties

• Regular rectors meetings with members deans.
• Regular secretary generals meetings with
  members secretary generals.
• Regular meetings with heads of office for student
  affairs.
• Meetings with mambers heads of accounting.
• Meetings with members Erasmus coordinators.
• Preparing of some common public competitions for
  all members.
• Joint solving of conflicts and other legal
  matters.
• Joint preparation of acts, valid for the whole
  university.

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PRIUMSLOVENIAN CASE STUDYFINANCES MECHANISMS
University of Maribor
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Higher education financing system

• 1993 (Official Gazette of the Republic of
  Slovenia, no. 67/93, 17.12.1993) - accepted new
  Act on Higher Education set basis for an
  autonomic and integrated university.
• Act on Higher Education recognizes university as
  a corporate body. This status was put into effect
  a long period of time, as along with it, a new
  system of financing was being developed and came
  into force with Decree on budgetary financing of
  higher education and other university member
  institutions, from 2004 till 2008, 1.1.2004.
• Main problem with putting the new status into
  effect was, how to develop and effective
  university financial management.
• Goal of new way of financing is that
  decentralised and legally valid management
  structures enable falulties collaboration in the
  best possible degree in decision making, although
  separate members interests can vary.

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Review on higher education financing development

• Slovenian government (MZ) operated up to year
  2004 on principle of assigning means by faculties
  and budget items.
• Financing was based on an activity programme or
  study programmes announcement programme of
  separate faculties, approved by the ministry.
  University didnt take part in that process and
  didnt have influence on founds disposal to
  faculties.
• Ministry financed the university and their
  function of coordinating, faculties contributed
  by covering on agreed expenses on university
  level in compliance with accepted development
  plan.
• Because of this system, faculties integration
  into university was slow. With the new way of
  financing, there was a change from financing on
  budget items to financing based on sum total.
  This shift means increase of universitys
  financial autonomy.

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Integrated university

• Integrated university will be more cost
  efficient.
• Centralized structure of finance management
  shouldnt present an obstacle for a decentralized
  assets disposal. Integration demands from all
  faculties trust in processes of dacisions made on
  university level.
• This situation requires reestablishment of
  financial management, which will be able to
  perform an efficient strategy and policy in
  acquiring means for education and research from
  public and private sources. It is essential to
  act efficient with available assets. It is
  necessary to develop mechanisms for a transparent
  planning and supervision on university level.
• Faculties are not yet aware of additional
  advantages, offered by university as a
  multidisciplinary unit, which is more attractive
  for a profitable cooperation with private sector
  and for creating connections with economy.

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Financing system of integrated university

• After Decree On the public financing of
  higher-education and other university member
  institutions from 2004 till 2009, public assets
  for study activities are set as collective assets
  of university or independent higher education
  institution. (integral financing).
• Study activity of higher education institutions
  is
• - pedagogical (educational and related scientific
  research and artistic activities of higher
  education teachers and scientific coworkers),
• - library related, information and other
  professional activities,
• - organisational, administrative and
  infrastructural activities.

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Financing system of integrated university

• Annual funds for study activities of a
  higher-education institution (AF) are composed of
  basic annual funds (BAF) and standard annual
  funds (SAF). AF BAF SAF
• Basic annual funds (BAF) for a higher-education
  institution in 2009 total 60 percent of annual
  funds from 2008, increased for annual inflation
  grade of past year.
• Standard annual funds (SAF) for higher-education
  institution are set with consideration of the
  annual initial value (AIV), the total number of
  students(S) and the number of graduates(G)
  multiplied by the weighting (Ud normally 4) and
  the factor for study group f(s).

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Financing system of integrated university

• The factor of the study group f(s) expresses the
  ratio betweenthe funds allocated for the
  provision of study in the study group compared to
  the first study group.
• There are six study groups
• 1. (31) social and behavioural sciences, (32)
  journalism and information, (34) business and
  administration and (38) law f 1,0
• 2. (14teacher training and education science,
  (22) humanities, (72) health, subgroup 725
  health technology and 726 therapy and
  rehabilitation, (76) social services, (81)
  personal services, (84) transport services and
  (86) security services f 1,75
• 3. (48) computing, (52) engineering and
  engineering trades, without subgroup 524
  chemical technology and process engineering, (54)
  manufacturing and processing, (58) architecture
  and building, (72) health, subgroup 723 nursing
  and care and (85) environmental protection f
  2,50
• 4. (42) life sciences, (46) mathematics and
  statistics, (62) agriculture, forestry and
  fishery f 3,00
• 5. (44) physical sciences, (52) engineering and
  engineering trades, subgroup 524 chemical
  technology and process engineering and (72)
  health, subgroup 727 pharmacy and pharmacology
  f 3,50
• 6. (21) arts, (64) veterinary and (72) health,
  subgroup 721 medicine and 724 odontology f
  4,50.

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Financial management 25th article of Decree

• Higher education institution allocates annual
  assets for study activities according to the
  criteria (rules), accepted by Management Board
  and notifies the ministry.
• Rule bound is also the share of assets for common
  tasks of higher education institution, share of
  assets for study activity and dispensation of
  this share.
• UM Management Board accepted UM Standards for
  Assets Disposition from Educational Budgetary
  financing.
• Deviding and needed rearranging of annual assets
  is proposed by the rector. Proposal is certified
  in concordance with deans collegiate body by UM
  Management Board.

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Financial management work programme, annual
report

• Work programme, financial plan and annual report
  of a higher education institution have to be
  prepard in concordance with financial regulations
  and ministrys regulations, competent for
  finance, and Ministry of Higher Education,
  Science and Technology directives.
• Work programme and financial plan are accepted by
  Management Board 60 days after Slovenian state
  budget. Ministry of Higher Education, Science and
  Technology is acquainted with it. With work
  programme planned annual estimates are defined.
• Annual report accepts Management Board and
  delivers it to the ministry by February 28th at
  the latest.

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Financial management ministrys supervision and
measures

• Financial supervision over assets spending,
  allocated after ordinance on the basis of annual
  reports about assets spending (salaries and
  other expenses for employees, expenses for goods
  and services, investments and investment
  maintenance).
• Supervision of individual elements of normative
  annual assets calculations.
• Review of higher education institutions annual
  reports.
• Other prescribed methods of checking assets
  spending of indirect estimates consumers.
• Data sent by higher education institutions can be
  verified by the ministry anytime at the higher
  education institution, which has to allow the
  ministry an insight into evidences and other
  documentation, connected with operation.

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Financial management supervision and measures
within the university

• Universitys internal acts, that allow
  supervision and measures
• UM Rules on Financial Operations.
• UM Rules on Accounting.
• UM Rules of Internal Auditors.
• UM Rules on Liquidity Provisions, Assets
  Borrowing and Loading.
• UM Standards for Assets Disposition from
  Educational Budgetary financing.
• Other guidelines for separate fields.

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Basic financial data for University of Maribor in
year 2008

• UM budget in 2008 104,9 mio EUR
• 66,1 Study activity (MVZT)
• 9,9 research activity(ARRS)
• 16,1 other sources for performing public
  service (mainly part time study)
• 7,9 other(other budget means, non-budget means
  and EU means)