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NEWS
FROM THE DEPARTMENTS
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Message from the
Executive Vice Chancellor
Brad Wells Leaves the Chancellor's
Office
As you probably already know, effective April
30, Assistant Vice Chancellor Brad Wells left the
Chancellor's Office to go to work for the Getty
Museum as its Chief Financial Officer. I was very
sorry to see Brad leave; he made many contributions
to our operations over the last two years. However,
this new job represents a real opportunity for Brad
and I am confident he will serve our past
Chancellor, Barry Munitz (head of the Getty),
well.
We have begun searching for a replacement and I
have been gratified that several very qualified
people are interested in the position. We will try
to move quickly to hire a new person but it may
take a few months to actually bring someone on
board. In the interim, if you have questions about
the Financial Services division, please direct them
to Paul Stromgren (562) 951-4602, pstromgren@calstate.edu,
my special assistant
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BUDGET
OFFICE,
John Richards, Director
2001/2002 State Budget Update
Review of the 2001/2002 State Budget by both the
Assembly and Senate Budget Committees began in
February 2001 and currently continues. There was a
flurry of meetings and hearings by both committees
in preparation for the Governor's May Revision.
This revision, transmitted to the legislature on
May 14, 2001, provides the Governor's projected
economic outlook for the upcoming fiscal year and
makes budgetary adjustments based on the state's
revised estimates of revenue.
The May Revision included a number of actions
associated with the CSU 2001/2002 Support Budget.
It:
- Reduced the 2000/2001 General Fund base
budget by $685,000 to reflect increased
reimbursements. A conforming adjustment was made
to increase CSU reimbursements.
- Reduced the Partnership Agreement annual
General Fund increase from 4% to 2% for
2001/2002, resulting in a $46.8 million
reduction.
- Eliminated the 1% General Fund Partnership
commitment for Long-term Budget Need, resulting
in a $23.3 million reduction.
- Increased funding above the Partnership
Agreement by a net appropriations increase of
$12.1 million which funds a $34.1 million
adjustment for increased natural gas costs
($18.6 million in one-time funds and $15.5
million in permanent funds), and eliminates
funding provided in the January budget proposal
for the Diagnostic Writing Service, CSUPERB
applied research, and one-time funds for
instructional equipment.
Actions taken at May Revise resulted in
adjustments to the CSU budget plan for 2001/2002
operating support that reduced the compensation
pool for employee salary and benefit increases from
4% to 2% and eliminated funding provided for
libraries ($4 million), deferred maintenance ($4
million), K-12 academic preparation outreach ($8
million), and CSU strategic academic programs ($10
million). Funding originally planned for increased
network capacity in support of the CSU Integrated
Technology Strategy was also reduced by $3.4
million.
Now that the Governor's May Revision has been
released, the Assembly and Senate Budget Committees
will reconsider, if needed, their current budget
versions and forward them to their respective
houses for approval. Once the respective budget
bills are passed by the Assembly and the Senate,
they will be forwarded to the Budget Conference
Committee which will attempt to amend the
differences between the different budget bills to
achieve a 2/3-majority vote from each house. At
that point, the final budget package, which
includes any trailer bills to authorize and
implement the budget by July 1, will be sent to the
Governor for signature. The Governor may sign the
package as is or using the line-item veto, reduce
or eliminate any appropriation.
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BUSINESS
PLANNING & INFORMATION MANAGEMENT
Lenore Rozner, Assistant Vice
Chancellor
Housing
Needs Assessment Program
The first phase of the Housing Needs Assessment
was completed on April 30th with the distribution
of the housing survey results to campus Presidents.
The data shows that each campus faces different
challenges regarding housing needs. The survey data
will help assess those needs. Because of this,
campuses will have the opportunity to participate
in a follow-on housing needs study. Bay Area
Economics is the firm selected via competitive bid
to conduct the study. This assessment will further
quantify the extent to which the availability and
cost of housing are obstacles to recruiting and
retaining faculty and critical staff. The
assessment will be performed on a campus-by-campus
basis by interviewing campus representatives who
have been involved in successful and unsuccessful
recruitment activities, conducting focus groups
with recently hired faculty and staff, and other
optional tasks identified by campuses. The study
will be completed by the end of the summer.
Quality Improvement (QI)
Programs
Strategic Performance
Management System: In Fall 2000, the Quality
Improvement Planning Committee began to explore the
development of a performance management system that
would support various campus quality improvement
frameworks. After evaluating various software
packages, the Panorama Business Views (PBviews)
performance management software was acquired.
PBviews software will support various frameworks
such as Balanced Scorecard, Malcolm Baldrige, and
TQM. It can assist campuses in linking and
understanding, measuring and communicating
performance in the context of strategic objectives
and critical success factors. Campuses
participating in the first group for implementation
and training are Chico, Long Beach, San Bernardino,
Monterey Bay, San Jose, Sonoma, Northridge, and Cal
Poly San Luis Obispo.
Parking
Permit Issuance Study: A study of the issuance
of parking decals to CSU students has begun with a
kick-off meeting of campus representatives in April
2001. Student Accounts Receivable representatives
are collaborating with the process owners and
Parking Offices in the study. The parking permit
process is often riddled with manual activities and
associated problems of incorrect addresses, lost
decals, and timeline issues for mailing versus
over-the-counter sales that often generate long
lines at cashiers' windows at the beginning of the
term. QI tools and data, including process mapping,
benchmarking, performance data, and customer
satisfaction surveys, will be used to evaluate the
processes and problems. The desired outcome of the
study is the development of a model practice for
CSU campuses to consider. Campuses participating in
the study are: Chico, Fresno, Fullerton, Hayward,
Long Beach, Northridge, San Bernardino, San Jose,
San Marcos, and San Luis Obispo. John Darakjy,
Assistant Director of Financial Services at CSU
Northridge, is the Project Leader for the study.
Mohammed Qayoumi, Vice President of Administration
and Finance at CSU Northridge, and Bill Barrett,
Acting Vice President of Administration at CSU
Fullerton, as system owners at their respective
campuses, are the executive sponsors. Quality
Improvement Programs at the Chancellor's Office
will facilitate the study. Upon conclusion of the
study in Fall 2001, a report will be distributed to
the CSU campuses.
Quality
Improvement Symposium: November 2, 2001 is the
date for the 2001 QI Symposium and Expo, which will
be held at the LAX Marriott. A welcome reception is
planned for Thursday evening, November 1, with the
Symposium and Expo taking place on Friday, November
2. In July, information will be mailed to the
campuses about registration and agenda, having a
campus booth at the expo and nominations for the
annual QI awards. This year, in addition to the
Distinguished Service and Outstanding QIF and
Function Chair awards, a new QI team award has been
established. This award will recognize group or
team QI efforts.
For more information on Quality Improvement
Programs, contact Dolores Basilio at (562)
951-4552, dbasilio@calstate.edu,
or Matthew Ceppi at (562) 951-4551, mceppi@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
CSU
Capital Training Program 2001
SureTrak Scheduling for Construction
Projects - June 20-21
The Law of Design and Construction - July
17
Participants may register for the "SureTrak" and
"The Law" sessions as well as other 2001 training
programs by visiting the CPDC website at http://www.calstate.edu/CPDC/CapProjTrg.shtml.
2001 has brought record?breaking attendance as we
continue our commitment to meeting CSU capital
training needs. We look forward to convening the
"Campus Advisory Committee" in the near future as
we plan the 2002 and beyond CSU capital training
needs.
CPDC Due Dates
for CPB&G Agenda Items
As you know, successful capital planning links
to a well-defined project schedule. The dates that
Capital Planning Building and Grounds (CPB&G)
agenda items are due to CPDC are provided to assist
you in your planning horizons. Thank you for
recognizing their importance to the Board of
Trustees and to each campus in achieving the CSU
mission.
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BOT Meeting Dates
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Master Plan Revisions
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All Other Items
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2001
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May 15-16, 2001
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March 13, 2001
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March 27, 2001
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July 10-11, 2001
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May 8, 2001
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May 22, 2001
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September 11-12, 2001
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July 10, 2001
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July 24, 2001
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October 25, 2001
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N/A
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N/A
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November 13-14, 2001
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September 11, 2001
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September 25, 2001
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2002
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January 29-30, 2002
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November 27, 2001
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December 11, 2001
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March 12-13, 2002
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January 15, 2002
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January 29, 2002
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May 14-15, 2002
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March 12, 2002
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March 26, 2002
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July 16-17, 2002
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May 14, 2002
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May 28, 2002
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September 7-18, 2002
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July 16, 2002
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July 30, 2002
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October 21, 2002
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N/A
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N/A
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November 12-13, 2002
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September 10, 2002
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September 24, 2002
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CSU
Facilities Planning and Management
Conference
"CSU Facilities Planning & Management
Conference, Manhattan Beach Marriott, October 7-9,
2001".
CPDC will be launching the conference agenda and
on-line registration website for this dynamite CSU
event in mid-July. Bookmark the website and mark
your calendar because you won't want to miss this
one: http://www.calstate.edu/CPDC/2001FPMconference.shtml
Linda Burke, Director of
Trustees/Legislative/Capital Training
Programs
ARCHITECTURE
AND ENGINEERING
J. Patrick Drohan, Assistant Vice
Chancellor
DSA
MOU for Disabled Access Review
The University and the Division of the State
Architect (DSA) have signed a Memorandum of
Understanding that will allow the CSU to contract
directly with outside consulting firms that DSA
currently utilizes to perform Disabled Access
Reviews on their behalf. Under the terms of the
MOU, the CSU will be able to have the access review
and approvals performed under pre-approved
contracts directly with the identified review
firms; no submittal to a DSA office will be
required. This capability should remove several
weeks from the agency approval process for major
capital projects. Code interpretations and approval
of alternative solutions or exemptions will remain
under the direct control of the State Architect.
Negotiations to perform these reviews are currently
underway with Wildan Associates, one of four plan
check firms under contract to the CSU for General
Code Compliance Review. Wildan is already under
contract with DSA for plan review services. The
three remaining plan review firms utilized by the
CSU have also applied to DSA for access review
services, and are currently being evaluated by DSA
staff.
CSU/SFM
Working Group
The CSU and the State Fire Marshall formed a
working group that met May 14th to discuss how both
agencies can improve their interactions. A similar
working group established by DSA led to the MOU
discussed above. We are hopeful that similar
impacts can be achieved in our relationship with
the SFM. The CSU component of this group is
represented by Robert Schulz in CPDC, Senior
Building Official for the CSU; Jay Bond, Associate
Vice President for Facility Management at CSUF,
representing our executive Deans and Plant
Directors; and M.C. Hull, Director, EH&S at San
Diego State University, representing the EH&S
officers. Plan review and construction inspection
for new facilities, and on-going inspections of
existing buildings will be the focus of the initial
meeting.
Robert C. Schulz, AIA, Chief of Architecture
and Engineering
PLANT,
ENERGY AND UTILITIES
As the State of California enters the summer of
2001, we are faced with an energy crisis that will
have a significant impact on the campuses of the
California State Universities. In an effort to
reduce the strain on the state's electrical grid,
up to 16 campuses have plans to shed loads on a
volunteer basis as part of the California
Independent System Operator's (CAISO) Demand
Reduction Program (DRP). The program pays
institutions $20,000 per month for each Megawatt
(MW) of reduction pledged and $500 for each
Megawatt-Hour (MWH) that is actually shed.
The DRP is structured such that the CAISO will
call upon campuses to shed their pledged loads
during Stage 2 Emergencies as a method of
controlling the strain on the electrical grid. A
Stage 2 Emergency occurs when reserve power on the
grid drops below five percent. The parameters of
the program allow campuses to be called in
four-hour increments, for a maximum of 24 hours per
month. The calls will generally occur in peak
consumption hours of 11 a.m. to 7 p.m. The four
campuses that are part of a prior interruptible
electrical service program (Fullerton, San
Bernardino, Pomona, and Long Beach) are not
eligible for the DRP.
When the CAISO cannot hold the grid with a
reserve of at least 1.5 percent using controlled
load shedding, a Stage 3 Emergency is called. In a
Stage 3 Emergency, the CAISO will initiate rolling
blackouts throughout the state. The blackouts will
affect all power users other than those providing
essential services such as police, fire, and
hospitals. They will last for 90 minutes and there
will be little or no warning when and where they
will occur. It is predicted that there will be over
30 days of Stage 3 Emergencies requiring rolling
blackouts over the course of the summer. It is
currently being investigated if campuses can enter
into the CASIO Optional Binding Mandatory
Curtailment (OBMC) program that would require 10-15
percent of the campus load to be shed on a
15-minute notice in return for an exemption from
rolling blackouts.
The Chancellor's Office is working with Energy
Managers and Facilities Directors at each campus to
develop communication protocol and reporting to
give as much warning as possible in the event of
power or natural gas curtailments.
Mark Gutheinz, Chief of Plant, Energy &
Utilities
A complete listing of 2000-2001 due dates for
CPB&G agenda items is located at the CPDC
website: http://www.calstate.edu/CPDC/Executive/index.shtml
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GOVERNMENTAL
AFFAIRS
Karen Yelverton-Zamarripa, Assistant
Vice Chancellor
Copies of CSU Legislative Reports and other
legislative information pertaining to the CSU are
available on the OGA website at http://www.calstate.edu/GA/
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FINANCIAL
SERVICES
CONTRACT
SERVICES AND PROCUREMENT
Systemwide
Contracting Activity
CSU Audit
Services: The CSU has completed the process of
selecting a CSU systemwide auditor. KPMG was
selected for a contract term of three years with
three one-year options for renewal
Academic
Program Initiatives: CS&P is currently
working with both Sun and Oracle to negotiate
systemwide agreements for participation in their
respective academic initiative for software
products and associated training courses and
seminars. The agreements will provide for
discounted enrollment rates for participation by
interested campus faculty, and Extended Education
departments.
Academic
Software Pricing: The CSU has just signed
pricing agreements with Adobe and Filemaker
establishing aggressive discounts on the two firms'
product lines. Both agreements provide for
purchases by campuses through Compucom, Inc. An
easy-to-use web site is in the final stages of
construction that will provide on-line ordering via
credit card and online quotes. In some cases,
minimum quantity orders may be required under the
licensing. A Chancellor's Office Contract Services
& Procurement (CS&P) bulletin will be
issued in the near future with details on how to
buy. Other software pricing or licensing
opportunities, such as Symantec products, are being
negotiated at the time of this writing and will be
announced soon.
Previous CS&P Systemwide Bulletins can be
found at http://www.calstate.edu/csp/.
Please refer any questions to troberts@calstate.edu.
Cisco
Hardware Pricing: During the negotiations for
the Master Enabling Agreement (MEA) for the
Infrastructure Terminal Resources Project, Pacific
Bell has extended a discount price structure on
Cisco equipment to the CSU campuses and
auxiliaries.
Equipment discounts include:
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42%
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Discount off the then current Cisco
U.S. price list
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15%
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Equipment Trade-In (port-for-port)
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5%
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In-kind discount to be used for
non-production equip, spares, training and
services
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The requirement for competitively bidding Cisco
products through Pacific Bell is satisfied by the
award to Pacific Bell under CSU RFP M000127.
Purchases must be made through Pacific Bell.
Details can be obtained through the CS&P
Systemwide Bulletin 00-07 issued March 20, 2001 at
http://www.calstate.edu/csp/.
Please refer any questions to troberts@calstate.edu.
Procurement
and Support Service Officers Professional
Development Program
A proposal is currently under development to
establish a systemwide Professional Training and
Certification program for purchasing and contracts
personnel. The intent of the program is to provide
a custom CSU training program tailored to CSU
needs. The proposed program will offer hands-on
training and preparation for the National
Association of Procurement Managers (NAPM),
Certified Procurement Manager's (CPM) and Associate
Procurement Practioneers (A.P.P.) designations and
customized CSU curricula for a CSU Professional
Designation. External and internal resource
providers from the CSU and UC will be utilized by
this proposal to contain cost and provide
continuity. A total of 19 purchasing professionals
throughout the CSU have received certifications
since the PSSO council initiated the professional
development program in 1997 as a result of the
Procurement Process Improvement Initiative. Please
refer any questions to Loren House:
lhouse@calstate.edu.
Procurement
Card Program
As reported in the January newsletter, the CSU
has established a contract with a new provider of
procurement cards, Paymentech. As of this month, 14
campuses have signed up with Paymentech. The new
contract provides several value-added benefits such
as online reconciliation of statements and enhanced
reporting. Questions may be directed to Brian
Kritzelle at CSU Los Angeles: bkritzell@clanet.calstatela.edu
Announcement
It is with mixed emotions that we announce that
Jackie Baird retired on May 11, 2001. Jackie has
served the CSU for over 29 years and managed CO
purchasing operations for the last six years.
Jackie was instrumental in establishing and
administering many of the system wide agreements
such as Oracle and Microsoft that have been of such
benefit to the CSU. She will be missed by all of
her colleagues in the CO and on campuses.
Pat Dayneko, Director
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INFORMATION
TECHNOLOGY SERVICES
David Ernst, Assistant Vice
Chancellor
Information
Technology Services Website
A recently revamped ITS website is the gateway
to information about CSU ITS initiatives, to
technology links at CSU campuses and to state and
national technology resources. Please visit the
website at http://its.calstate.edu
Technology
Infrastructure Initiative
California State University has partnered with
Alcatel e-Business Networking, a worldwide leader
in telecommunications and the Internet, to
establish a networking technology curriculum and
training program at participating CSU campuses. In
addition, this unique partnership will create
technology labs, internships, scholarships and
other opportunities for CSU students, systemwide.
CSU Long Beach and CSU Monterey Bay have been
selected to pilot the networking curriculum in
spring 2001.
The program is intended to teach the
fundamentals of networking technology by
establishing or enhancing networking courses at CSU
campuses and will be used not only for student
courses but also for CSU staff training. CSU Long
Beach and CSU Monterey Bay will first offer the
curriculum, which will provide instruction from a
comprehensive introductory base of networking
terminology and concepts such as convergence of
data, voice and video technologies on LANs, WANs,
and the Internet. It will enable students and staff
to design, implement, troubleshoot, and maintain
networking infrastructures.
To supplement the learning experience, Alcatel
will also provide personnel and industry experts
with specific areas of expertise to serve as guest
lecturers at CSU. In addition, $75,000 will be
donated to create and implement a "Networking
Bootcamp" at CSU Monterey Bay and other training
programs that will target the K-12 community. CSU
Long Beach will also develop a certificate program
for CSU employees.
CMS
San
Bernardino Campus Goes Live with Finance and Human
Resources: The San Bernardino campus went
"live" with the Finance and HRMS CMS baseline on
April 2nd, 2001. Members of the CMS HOSS and SOSS
team plus the San Bernardino implementation
consultants from PriceWaterhouseCoopers, were on
hand to ensure a successful initial
implementation.
Student
Administration Pilot Prototyping Underway: The
first of the Student Administration prototyping
sessions, Academic Structure, was completed at both
the Fresno and Sonoma campuses. The Campus
Community prototyping is now underway.
CMS Interviews: The latest in our series of CMS
interviews is now available entitled "Focus on
Fresno Campus". It is an interview with John Briar,
CSU Fresno Project Director and Rafael Solis, CSU
Fresno Director for the Student Administration
Pilot Project, and is available on the CMS
Communications page under CMS Interviews (March
2001). http://cms.calstate.edu/Communications/communications.htm
HOSS
Data Center Activity: The CMS data center in
Salt Lake City has been a "bee-hive" of activity
this past month. The SOSS campus development and
production environments for the first wave campuses
have been completed. This included hardware and
software installation and configuration of more
than 40 Unix and NT servers. The PeopleSoft
applications where installed and certified, and
HOSS & SOSS testing began. Training plans have
been completed and initial campus training was
conducted for the weeks of April 23rd and April
30th.
HR and Finance
End User Training: The CMS Human Resource and
Financials end user training product was delivered
to campuses in April. Design teams, consisting of
campus and baseline representatives, spent the
month of March reviewing the final drafts in
preparation for the release and workshops were held
to train the baseline and campus teams on how to
install and customize the materials.
For more information on the CMS project, please
visit our website, http://cms.calstate.edu
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 James Francel at (562) 951-4547 or jfrancel@calstate.edu.
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