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NEWS FROM THE
DEPARTMENTS
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BUDGET OFFICE,
John Richards, Director
2000/01 Final Budget
The governor signed the Final Budget on June 30, 2000.
Highlights of the budget include: 4.5% enrollment growth (12,577
FTES), a 6% compensation pool for all employees, $19.9 million
to reduce fees for all matriculated students in summer-session,
for-credit extension courses, $10 million in one-time funds
for CSU academic programs that support California's workforce,
and $5.2 million for fire repair at Hayward. The budget also
includes $21.2 million for Governor's initiatives related to
teacher recruitment, teaching fellowships and K-12 education
technology training. The budget settles outstanding funding
issues associated with the CSU Stanislaus-Stockton Center ($11.3
million) and provides $10 million for CSU Channel Islands campus
planning. The table below provides a comparison of the Board
of Trustees' request and the Final Budget.
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20001/01 Budget Plan - BOT Budget Plan vs the Final
Budget
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Board of Trustees
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Final Budget
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Mandatory Costs
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Employee Benefits
New Space
1999/2000 General Employees Compensation
Increase
1999/2000 Faculty Collective Bargaining
Agreement
1999/2000 Full-Year Service-based Comp.
Increases
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$7,136,000
5,765,000
3,600,000
6,800,000
2,500,000
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$8,507,700
6,414,300
3,600,000
6,800,000
2,500,000
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Enrollment - 4.5% Increase; 12,577 FTE
Students
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Marginal Cost for Instruction
State University Grant Increase
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81,901,000
4,390,000
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81,744,000
4,317,000
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Compensation 1
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98,320,000
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113,240,000
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Monterey Bay
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2,290,000
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2,290,000
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Long-Term Budget Need
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Technology
Libraries
Deferred Plant Maintenance
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15,000,000
3,000,000
3,300,000
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15,000,000
3,000,000
2,813,000
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Subtotal, CSU Operations and Enrollment
Growth
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$234,002,000
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$250,226,000
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State Investments:
Governor' Initiatives:
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CALTEACH Recruitment
Governor's Teacher Fellowships
Community Service Learning
Education Technology Training
Total,
Governor's Initiatives
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$9,000,00
3,500,000
2,200,000
6,500,000
$21,200,000
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Channel Islands Campus Fixed Costs
Off-Campus Center Support - Coachella Valley
Summer Session Extension Course Fee Buy
Down for
Matriculated Students
Center for California Studies
Stanislaus-Stockton Center (one-time)
Strategic Program Capacity: CA workforce
initiative
(one-time)
Legislative Initiative-San Bernardino (one-time)
CalTeach Documentary (one-time)
Hayward Fire Repair (one-time)
LA Perf. Arts Center/St. Vibiana's Cathedral
(one-time)
Total,
State Investments
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10,000,000
380,000
_________
$10,380,000
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10,000,000
380,000
19,900,000
287,000
11,300,000
10,000,000
250,000
1,000,000
5,160,000
4,000,000
$83,477,000
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Total, 2000/01 CSU Budget Plan
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$244,382,000
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$333,703,000
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Capital Budget Items-Funded by General
Fund (one-time)
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Telecom. Infrastructure Acceleration
- Sonoma & Chico
Pomona Ctr. for Animal and Veterinary Sci.
Educ., Phase IA
San Diego/Otay Mesa Off-Campus Center Acquisition
Total, Capital/General Fund Items
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19,034,000
2,000,000
1,000,000
22,034,000
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1 BOT Request included
4% compensation pool for all employees and an additional
2%
compensation supplement
supplement for faculty. The Final Budget includes
the equivalent of a 6% pool
for all employees
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The Budget Office is in the process of compiling the final budget
allocation letter which will provide a detailed summary of campus
allocation increases for 2000/01. Campus final budget submissions
will be due in the Budget Office on or before August 15, 2000.
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BUSINESS PLANNING &
INFORMATION MANAGEMENT
Lenore Rozner, Assistant Vice Chancellor
YRO Update
As reported in the Budget Office update, the state budget includes
$19.9 million to buy down extended education summer fees for
matriculated students to the state university fee level. Analyses
are currently being performed to establish an allocation methodology
of these funds and develop a strategy to obtain full marginal
cost funding for summer enrollments that transition from extended
education to state support status. In addition to the funds
to buy down fees, the 2000/01 base budget also includes $2.2
million in YRO planning funds. An approach for the disbursement
of these funds is also being formulated.
Quality Improvement (QI) Programs
Annual
QI Symposium: The 3rd Annual Quality Improvement Symposium,
"Leading the Engaged and Accountable University," will be held
on November 16 at the Sheraton Gateway, San Francisco Airport.
Chancellor Reed will address the symposium in the morning and
Tom Chapeaux of the Effectiveness Institute will be the keynote
speaker in the afternoon. The symposium will also feature a
presentation by CSU Northridge highlighting their efforts to
implement the Balanced Scorecard. This year's symposium will
be held in conjunction with the National Consortium for Continuous
Improvement, which will host its event on November 15. For additional
information about the November QI Symposium and registration
for both events, visit the QI website at http://www.calstate.edu/qi/.
Performance
Measurement 2000: Functional groups are continuing to define
performance measures for their areas. Those function groups
developing their own instruments will focus on the development
of a few key performance measures that are critical to their
success and align with their division's or campus' strategic
goals. A website has been developed to allow participants to
interact via live chat rooms and through message-posting forums.
The performance measure development effort will be followed
by data collection, analysis and reporting of the results and
recommendations in fall 2000.
Process Mapping: Process
mapping groups from around the system are in the process of
completing Workshop III and publishing their outcomes and final
process maps. Some campus functional groups, such as Parking
and Transportation Services at Long Beach, have also utilized
Orion Development Group to conduct individual training sessions
on their campus. A second train-the-trainer session will be
held on August 29 and 30 in San Francisco for those campuses
interested in having trainers on their campus. Those interested
should contact Ron Ashcroft at
562) 951-4556 or by e-mail at rashcroft@calstate.edu.
Customer
Satisfaction Surveys: Analyses of the customer satisfaction
surveys conducted during the spring by the University Police
and Parking Services groups have been completed. The draft reports
will be distributed to the individual campuses and to the functional
groups at their respective meetings in August. The Student Health
functional group is in the process of finalizing a survey instrument
and work is continues on updating survey documents for other
previously-surveyed areas for use in spring 2001.
Staff
Addition: Matt Ceppi has joined the Quality Improvement
Programs staff as a QI Programs Specialist. Matt had previously
been an active contributor in the QI effort at Cal Poly San
Luis Obispo and will begin immediately to assist campus functional
groups in evolving and sharing best practices.
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CAPITAL PLANNING, DESIGN
AND CONSTRUCTION
J. Patrick Drohan, Assistant Vice Chancellor
SUAM, Section XII - Construction Management
for Public Works Contracts
Section XII of SUAM has been revised to address certain 1998-1999
audit recommendations relating to change order mark-ups, claims
negotiations, the Construction Claims Program Policy and Procedure,
and land records. Copies of the updated text can be accessed
on the Construction Management web page at www.calstate.edu/ppd/cm/.
Notification of the changes has also been transmitted directly
to the Executive Deans and Procurement Officers.
Cliff Hahn, Chief of Construction Management
Capital
Training Program 2000
Joint Venture Capital Projects-August 11, 2000
The next offering in the Capital Projects Training Program
is "Joint Venture Capital Projects (Focus on Housing)." The
program will be held on August 11, 2000 at the Chancellor's
Office. Interested parties may register through the CPDC website
at www.calstate.edu/ppd/
(Capital Projects Training Programs).
CPDC Due Dates for CPB&G
Agenda Items (September 19-20, 2000 Trustees' Meeting)
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Master Plan Revisions:
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July 18, 2000
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All Other Items:
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August 1, 2000
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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
2001
CSU Facilities Planning
CPDC will be sponsoring the 2001 CSU Facilities Planning and
Management Conference in San Jose on October 7th through 9th.
This dynamic, systemwide conference will renew, challenge and
strengthen CSU facilities management staff.
Linda Burke, Director of Trustees/Legislative/Capital Training
Programs
Facilities
Planning Due Dates Schedule
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2001/02 Minor Capital Outlay Program
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August - November 2000
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Scope visits scheduled with the Department
of Finance and Legislative Analyst's Office.
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2001/02 Minor Capital Outlay Program
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August - October 2000
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Open window for the campuses to update their
Space and Facilities Data Base. The updates
will be used to develop capacity information
for lecture, lab, faculty office and other campus
space in conjunction with the capital program
request
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On-Going
Maintenance Costs
Currently, $6.45/GSF (gross square foot) is budgeted for the
maintenance of new buildings. In light of changes in labor and
utility costs, CPDC will work with the Directors of Physical
Plant to evaluate the adequacy of this amount. This maintenance
cost evaluation will be undertaken following the updates of
the projected cyclical facility renewal/scheduled maintenance
needs and the deferred maintenance backlog for state-supported
buildings which will be completed soon.
New
Facility Planners Join Staff
Mr. Richard Davalos and Mr. Roger Jaeckel have joined the CPDC
staff. Mr. Davalos has extensive experience working with FEMA
and has a land development background. Richard will have planning
responsibilities in connection with the Humboldt, Monterey Bay,
Pomona, San Francisco and San Marcos campuses.
Mr. Jaeckel comes to CPDC from the Los Angeles Unified School
District where he worked for a number of years in planning,
design and construction of K-12 projects. Roger has been assigned
to work with the Bakersfield, Chico, Los Angeles, San Diego,
and San Luis Obispo campuses.
Elvyra F. San Juan, Chief of Facilities Planning
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FINANCIAL SERVICES
Brad Wells, Assistant Vice Chancellor
ACCOUNTING
The Non-Resident Alien (NRA) Tax Workgroup continues to meet
regularly to address NRA issues. Currently, the workgroup is
developing a comprehensive manual and training programs to assist
campus meet legal requirements.
The Financial Standards Advisory Committee is working with
the system auditors, KPMG, to streamline the implementation
of GASB 34/35 which dramatically alters financial reporting
for state universities. Campuses have been participating in
fact-finding teleconferences that will help shape the process.
A CSU-specific two-day GASB 34/35 workshop is being planned
for January 2001 to discuss technical changes and the impact
on campuses. Details will be made available in the near future.
Questions may be directed to Bill Musselman at (562) 951-4610
or wmusselman@calstate.edu.
Bill Musselman, Acting Director
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CONTRACT
SERVICES AND PROCUREMENT (CS&P)
Long Distance
Service RFP
An RFP was released on July 7, 2000 to solicit proposals for
the selection of industry partner(s) to provide the delivery
and implementation of a full range of long distance campus telephone
services and associated business calling card services. Proposals
are due July 31st, 2000. Contract award is estimated for early
September. For information contact Eddie Choy at (562) 951-4591.
Procurement
and Support Services Meeting
The quarterly PSSO meeting is scheduled for July 27th and 28th
at Ontario Mills Suites. The meeting is being hosted by Cal
Poly Pomona. A one-day workshop to identify priority benchmark
indicators for the purchasing function will precede the meeting
on July 26th.
Procurement Card
Policy
In response to expressed audit concerns, a new executive order
is under development. The E.O. will address new and revised
Trustee policy governing the administration and management of
the campus procurement card program. An initial draft of the
E.O. was reviewed at the last CABO meeting and the final version
will be released in September.
Inacom - Volume Pricing Agreement
for Desktop Computers
The department has become aware of the pending reorganization
of this supplier and the potential closure of Inacom's desktop
support service depot. Until requirements for a replacement
agreement are fully explored, including analysis of existing
warranty and service obligations, campuses are advised to use
either of the two State master agreements (i.e., Computer Store
or CMAS) to fulfill PC and desktop hardware requirements. For
further information contact Tom Roberts at (562) 951-4583.
Pat Dayneko, Director
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FINANCIAL
SYSTEMS, STANDARDS AND REPORTING
Electronic
Interface with SCO
The Chancellor's Office has participated in a joint pilot project
with the SCO to implement electronic interfaces via FTP.
The first phase of this project focuses on establishing a framework/environment
for electronic file transfers. In this phase, the claims audit
file is transmitted electronically via FTP to the SCO Audit
Division. This eliminates the need for mailing claim audit disks
to the SCO. Pilot testing for Phase I has been completed by
the Chancellor's Office. Five campuses have volunteered to test
this process for three months before it is rolled out to the
other campuses.
The second phase of the pilot project is currently being tested
at the Chancellor's Office and focuses on electronic fund transfers
between the CSU and the SCO of revolving fund reimbursements.
Please forward any questions to Laleh Graylee at lgraylee@calstate.edu
Laleh Graylee, Director
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FINANCING AND TREASURY
During the conceptual planning of construction projects, the
department of Financing and Treasury can assist campuses in
preparing financial plans for future bond issuances. For assistance
with Private/Public projects, please contact Richard K. Leffingwell.
For other projects, please contact Rosa H. Renaud at (562) 951-4570.
The Financing and Treasury department also has an ongoing inter-campus
loan program for short term financing needs. For further details,
contact Shahenaz Churiwala at (562) 951-4570.
Richard K. Leffingwell, Director
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RISK MANAGEMENT
The CSURMA now has a web site, www.csurma.org.
Information is being added to the website daily. Please contact
Risk Management at (562) 951-4580 if you have suggestions for
future additions.
Charlene Minnick, Director
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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/oga/>.
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INFORMATION
TECHNOLOGY SERVICES
David Ernst, Assistant Vice Chancellor
CMS Status Report
System testing is now underway for both the HR and Finance
baseline systems. The eleven 1st wave campuses are working with
SOSS to thoroughly test the system processes prior to the release
of the baseline software in September. Planning is also in progress
for several days of functional and technical Baseline Walkthrough
Workshops in September. The workshops, which will describe the
baseline deliverables, will be presented in tracks to allow
the 1st wave campus participants to attend multiple sessions.
Jeanine Lussier is the new CMS Training and Documentation Project
Director. Jeanine joins us following two years as Academic Dean
at Victor Valley College and the previous 13 years at the Florida
International University as the Assistant Director of Instructional
Technology. Jeanine is currently coordinating the Baseline Walkthrough
Workshops and working with the 1st wave campuses on their end
user training.
Min Fruto has joined the CSU as the CMS SOSS Human Resources
Project Director. Min was formerly the IT Project Manager at
20th Century Fox responsible for HR/Benefits using PeopleSoft
software.
The Student Administration (SA) Function team has developed
a detailed project plan for the immediate tasks needed to start
the implementation of the SA modules. An interim Student Administration
Project Director has been hired to provide project support over
the next few months, including helping to select an SA implementation
partner.
The CSU evaluation team continues its evaluation of the IBM
and Unisys responses to the CMS Hardware Operations and Support
Services (HOSS) RFP. A Notice of Intent to Award is planned
for early August.
Sheila Bickham has accepted the CMS HOSS Director position.
Shelia will be responsible for managing the outsourced CMS Data
Center and will officially begin work on July 17th. Sheila joins
the CMS team from CSU San Bernardino where she has been the
Director, Data Center Services since 1996. Prior to joining
the CSU, Sheila worked for a data center provider where she
managed data center operations for 40 financial institutions
throughout the West Coast.
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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