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NEWS FROM THE DEPARTMENTS
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BUDGET OFFICE,
John Richards, Director
2000/01 Governor's Budget
The 2001/02 budget remains consistent with the partnership
agreement between Governor Davis and the California State University
(CSU). It also provides some of the additional funding requested
for important state investments above the partnership.
The Governor's Budget includes $203.7 million in ongoing general
fund money within the partnership and $64.2 million in general
fund support above the partnership. The budget also projects $23.6
million will be collected in State University fee revenue associated
with enrollment growth and year round operations. In total, the
Governor's Budget provides a $291.5 million increase in CSU operating
support from all general fund sources. This represents an 11.8
percent increase to the state general fund appropriation and an
8.9 percent increase to the CSU operating support budget.
The Governor's Budget supports a $81.5 million increase for a
4 percent compensation pool for all CSU employees to keep salaries
competitive and reward outstanding performance. The CSU had also
requested an additional 2 percent compensation supplement for
faculty and staff, which was not included in the Governor's Budget.
We will continue to work with the Legislature and the Administration
to fund this item and others that were included in the Trustees'
budget request but not the Governor's Budget.
The Governor's Budget also supports the permanent funding of
$10 million for the Workforce Preparation and Economic Development
initiative initially funded on a one-time basis in 2000/01. This
CSU initiative will expand and improve access to academic programs
important to California's work force and economy, including engineering,
computer science, agriculture, and nursing. Funding of $8 million
is included to expand the CSU K-12 academic preparation program
from 150 to 300 targeted high schools. Governor Davis added $3
million for applied research activities and one-time funding of
$20 million is included for instructional equipment replacement.
2001/02 Capital Budget
The 2001/02 Capital Budget includes $207 million for the
CSU. This budget will fund 7 previously approved building projects
as well as undertake 5 new building projects and 15 infrastructure
projects. It includes $58.5 million to fund CSU's technology infrastructure
initiative capital elements.
2001/02 Lottery Revenue Budget
In October, the trustees approved the 2001/02 Lottery
Budget, which supports $37.7 million in system-wide and campus
instructional related programs.
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BUSINESS PLANNING &
INFORMATION MANAGEMENT
Lenore Rozner, Assistant Vice Chancellor
YRO Update
As noted in the budget discussion, the Governor's Budget
includes supplemental funding to convert the equivalent of 3,138
summer FTES from self-support to state-support. This level of
funding will allow the expansion of state-supported summer terms
on four campuses: San Diego, San Francisco, Fullerton and Long
Beach. Analyses investigating the potential for using available
funding to convert additional self-support summer programs to
state-support on additional campuses in summer 2001 are continuing.
To support the accelerated expansion of state-supported summer
terms, a system wide meeting of YRO representatives from all campuses
has been planned. The meeting will be held at the Crown Plaza
Hotel at LAX on January 25th. The purpose of the meeting will
be to describe critical requirements for the YRO conversions,
address issues that were raised by campuses and allow campuses
to share their planning and conversion experiences.
Quality Improvement (QI) Programs
Customer Satisfaction
Surveys 2001
The Customer Satisfaction Survey Committee in collaboration
with campus vice presidents, have been requested to appoint a
lead person from their campus to facilitate the survey process.
The surveys this year will be compiled in a booklet in which general
instructions are provided and recipients will reply to demographic
questions. Inserted in the booklet are questionnaires for each
area the campus has decided to survey. Campuses will distribute
the surveys to students, faculty, and staff members in March or
April 2001. Survey results will be available to the campus lead
by June 2001 with a system wide report to follow. Areas that campuses
could survey include: career centers, environmental health and
safety, facilities, financial aid, human resources, mail, parking,
procurement, student accounts receivable, student health, and
university police.
Performance
Measurement 2000
Function groups are in the final stages of determining the
measurements and data elements for this year's performance measurement
effort. University Police, Parking Services, Mail Services, Student
Accounts Receivable, and Financial Aid are completing their data
collection. Completed workbooks of the measures and data elements
are available at the QI website: http://csupm.csulb.edu/pm2000.
Spring Training Series
San Bernardino will host the Quality Improvement Spring Training
Series on March 14th and 15th. Day one will be tailored to individuals
who are new to QI initiatives and will include a session on roles
and responsibilities as well as hands-on training with the APQC
ConnectEd Best Practice Database. Day two will have sessions for
both new and experienced QI professionals. The training will take
place at the campus with lodging at the San Bernardino Hilton.
More information will be distributed to Quality Improvement facilitators
and campus representatives during January.
For more information on Quality Improvement Programs, contact
Ron Ashcroft, QI Program Manager, at (562) 951-4556 or rashcroft@calstate.edu.
Information is also available at: www.calstate.edu/tier3/qi.
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CAPITAL PLANNING, DESIGN
AND CONSTRUCTION
J. Patrick Drohan, Assistant Vice Chancellor
SUAM Update: Section XII--Construction
Management for Public Works Contracts
CPDC has recently updated the State University Administrative
Manual (SUAM), Section XII-Construction Management for Public
Works Contracts, primarily in response to the 1999-2000 construction
audit recommendations. A listing of the specific changes was transmitted
to university officials responsible for Facility Management (Executive
Deans). All SUAM manual holders are encouraged to download a copy
of Section XII and replace the copy in their SUAM manuals.
Supplementary Contract General Conditions effecting major, minor,
job order, and design-build contracts were issued in November
2000. Campus contracts and procurement officers are encouraged
to check our website for the latest regulatory specifications
for contracts prior to preparing any construction contract for
bids. Contract General Conditions are currently targeted for January
2001 updates/revisions.
W. Clifford Hahn, Chief
CPDC Due Dates for CPB&G
Agenda Items (May 15-16, 2001 Trustees' Meeting)
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Master Plan Revisions:
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March 13, 2001
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All Other Items:
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March 27, 2001
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A complete listing of 2000 due dates for CPB&G agenda items
is located at CPDC website http://www.calstate.edu/PPD/Executive/index.shtml
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FINANCIAL SERVICES
Brad Wells, Assistant Vice Chancellor
ACCOUNTING
Notice
of CSU Specific GASB 34/35 Training
A two-day seminar will be held on February 12th and 13th
to cover the new Governmental Accounting Reporting Requirement,
Statements No. 34 and 35, which go into effect for the CSU with
the July 1, 2001 fiscal year. Mary Fischer, Professor at University
of Texas, Tyler, who's also a NACUBO faculty member, will conduct
the training.
Some major changes affected by these new GASB 34/35 standards
are: the addition of a Management Discussion and Analysis that
accompanies the statements, a direct method Statement of Cash
Flows, new reporting requirements for capital assets and infrastructure,
including depreciation of capital assets, tuition discounting
and reporting by major segments.
The training will include discussion and illustrations of each
of the new financial statement models, including a hands-on case
preparation of actual cash flow statements during the afternoon
of the second half of the day (bring your 10-digit calculator).
The audience for this training will be members of the Financial
Standards Advisory Committee, Financial Officers, Accounting Directors,
Accounting personnel directly involved with the GAAP financial
statements, Financial Officers of Auxiliary Organization, Grant
and Contracts Administrators, and Fixed Asset Managers.
Registration for the workshop and information on registering
for hotel accommodations can be found on the web at: http://www.calstate.edu/acct/GAAP/gaap.shtml
Bill Musselman, Director
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CONTRACT SERVICES AND PROCUREMENT
(CS&P)
Compaq Computer
Purchases
Campuses of the CSU may now buy Compaq computer products in
any quantity through the Compaq direct sales channel. Competitive
bidding requirements for those purchases have now been met through
an action by the Department of General Services signing an Addendum
to the Western States Contracting Alliance (WSCA) purchasing contract.
This Department of General Services action allows California government
or education entities to purchase Compaq Computers at established
WSCA discounts. Campuses working with authorized Compaq resellers
must order directly through Compaq but can identify the reseller
in the order to Compaq for reseller commission purposes. CSU Auxiliaries
may also buy at WSCA prices. Faculty, staff and students may buy
for personal use at WSCA prices via credit card.
For additional information regarding this service please visit
the CSU website at: http://www.calstate.edu/tier3/cs+p/Bulletins/00-10.pdf
To obtain Compaq contact information and price lists, the CSU
specific web site is: http://www.compaq.com/education/csu.
CSU Awards New Contract for Procurement
Credit Cards
The Procurement Support and Services Officers (PSSO) have
agreed to pursue a contract award to Paymentech for procurement
credit card services. This recommendation is the result of an
extensive competition of available providers and an analysis of
the State of California program offering. Participation in the
new program will remain the option of each campus.
The existing State administered credit card program expires in
March 31, 2001. As a result, campus procurement card administrators
will need to reissue new cards to authorized card users. In anticipation
of the contract expiration, the PSSO group undertook an RFP in
September 2000 to solicit a new service provider. Out of the seven
proposals received by Brian Kritzell, Director of Procurement
at CSULA, the evaluation team overwhelmingly selected Paymentech
as the best solution.
The selection was based upon the excellence of Paymentech's web
software tool for reconciliation, total cost benefit to the CSU,
and the company's overall ability to support a system wide program.
The group also invited State Department of General Services (DGS)
procurement card administrators to present the State's program
with U.S. Bank. Although the new program eliminates all user fees
and charges, their program does not at this time offer on-line
reconciliation nor does their web-based product have the robustness
and functionality offered by Paymentech.
An implementation team comprised of campus procurement card administrators
and financial services staff will be meeting with Paymentech in
January to finalize the implementation plan. Further meetings
with program administrators will be held at both northern and
southern locations to introduce the new program. Campuses will
have the option of contracting with Paymentech to develop an interface
or "mapping" to the financial system general ledger.
Questions or further information concerning the CSU's procurement
card program may be directed to Jackie Baird at (562) 951-4582
or at: jbaird@calstate.edu
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GOVERNMENTAL AFFAIRS,
Karen Yelverton, Assistant Vice Chancellor
Copies of CSU Legislative Reports and other legislative information
pertaining to the CSU are available on the OGA website at www.calstate.edu/tier3/GA/.
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INFORMATION
TECHNOLOGY SERVICES
David Ernst, Assistant Vice Chancellor
Common Management System
This should be a very significant year for the CMS project.
This is the year that the first CMS campuses will go live with
the PeopleSoft baseline software. The first campus, California
Maritime Academy, is scheduled to bring their key HR users live
in early February followed by the San Bernardino campus in April.
CMS Article in PeopleTalk Magazine
The current issue of PeopleSoft PeopleTalk magazine has an article
about the CMS project. The web link is: http://www.peopletalkonline.com/en/new/peopletalk/dec2000/news/CSUkickoff.html
Student Administration
Pilot
The evaluation team has selected The Hunter Group as the implementation
partner for the SA pilot project. Contract negotiations are now
underway. The Sonoma and Fresno and SOSS implementation teams
are attending PeopleSoft training.
Human Resources
HR is working on three areas of development. A PeopleSoft extract
with information to use for employee salary projections by budget
will be ready for coding after final review of the requirements
on January 8, 2001. We are currently testing the work-study audit
report that will be used to track federal work-study awards. The
Positive Pay Reconciliation design is completed and we are in
the process of testing the panels and report, and coding the SQR.
Leave accounting functionality continues to be piloted by the
Long Beach and San Luis Obispo campuses. The workflow pilot at
Fresno has been deferred until later this quarter.
Finance
The testing efforts for SAM and FIRMS continue in conjunction
with the Fresno and San Bernardino campuses and is planned to
be included in the January baseline release to the campuses. Due
to some problems in Claims, an extensive analysis to the original
design was performed and SOSS has decided that the Claims module
must be redesigned. The Financial Users Group (FUG) is developing
a functional specification for review later this month.
HOSS Data Center
We have terminated negotiation of the Agreement by which
IBM would perform and manage hardware operations and support services
for the CMS project. This termination is based upon irreconcilable
differences in pricing and scope. We are initiating our temporary
contingency plan to expand data center operations at West Ed in
Los Alamitos to provide operations support for the campus CMS
implementations through June 30, 2001.
Derinda Williams Interview
An interview with Derinda Williams, SOSS Director at the
Chancellor's Office plus CMS Project Director at the San Bernardino
campus, is available at: http://cms.calstate.edu/communications/communications.htm
End User
Training Vendor Selected
Signature Training has been selected as the vendor for
the development of a system-wide end user training product. The
product will include an online help system that is customized
to include all Financial Information System (FIS) and Human Resources
Information System (HRIS) modules as delivered with the CMS Baseline,
as well as the training materials and databases used to conduct
end user training courses. Campuses participated in the initial
design meeting on January 4, 2001.
2nd Wave Campus
Workshops
127 people attended the 2nd Wave Implementation Workshops
on November 17, 2000. The focus of the workshops was to provide
2nd wave campuses with an overview of the first steps involved
in baseline implementation and provided highlights of project
planning, team structure and engagement. A demo of the baseline
software is scheduled for the 2nd wave campuses on February 2,
2001.
New CMS Positions Available
Several new student administration and technical positions
are now available. For more information, please visit the web
site at: http://cms.calstate.edu/Homepage/CMSPositionsAvailable/CMSPositionsAvailable.htm
Hilary Baker, Senior Director
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The Business and Finance Newsletter is accessible from the Chancellor's
Office website http://www.calstate.edu/BF/.
Questions related to receiving the B&F newsletter or changes
in e-mail addresses should be directed to Mia Martinez at (562)
951-4554 or mmartinez@calstate.edu.
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