NEWS FROM THE
John Richards, Director
2000/01 Final Budget
Budget Office coded memorandum B 00-04 dated July
13, 2000, requested campus budget submissions by August 15,
2000. All adjustments to the 2000/01 final budget as provided
B 00-04 were to be included in the submission. Campuses were
to allocate funding increases and decreases to budget areas
as appropriate. State University Grants and EOP Grants allocations
were restricted to specified minimums. In addition to allocating
to state and traditional funds, campuses took advantage of
legislation effective January 1999, which permits allocations
to/from certain auxiliary funds (continuing education, parking,
lottery) and Student Health Services and Facilities Fees in
local trust accounts.
All campus budget submittals in the FIRMS format have been
received and reviewed by the Budget Office. The data collected
will assist in preparation of the 2001/02 CSU Support Budget
and Governor's Budget.
The California State University 2000/01 Final Budget highlights
and summary will be distributed at the September meeting of
the Board of Trustees. Copies will be available through the
Budget Office by calling (562) 951-4560 and will also be posted
to the Budget Office webpage.
CSU Student Fee
Policy -- Annual Fee Report
The CSU Student Fee Policy, Executive Order 740, requires
that each campus provide the Chancellor with a complete inventory
of all fees charged to students and the total revenues collected
for each fee for the most recently completed fiscal year.
This information is due to the Budget Office by September
20, 2000. A summary of the 2000 fee report will be presented
at the November Board meeting to allow the Trustees to review
the level and range of fees charged to students.
In the future, the fee report may be web-enabled which would
allow data entry and reporting to be performed via a web browser.
This will eliminate the current data entry via an Excel spreadsheet
and provide campuses with direct access to the fee database.
In preparation for this process, campuses should answer the
questions posed in the August letter from the Budget Office
with regard to future PC availability to determine requirements
for web-enabled reporting.
Process for 2001/2002
The budget process for FY 2001/02 has begun. The August FIRMS
submissions from the campuses provide the foundation for all
calculations in support of the 2001/02 budget. The Executive
Council and the System Budget Advisory Committee reviewed
a preliminary planning estimate in early September. The Board
of Trustees will review and discuss preliminary budget proposals
at their September 19-20, 2000 meeting. Approval of the budget
by the Board is scheduled for a special meeting on October
Equipment Inventory Survey
A key component in CSU budget calculations is the annual
inventory of instructional equipment provided by the campuses.
The 1999 Instructional Equipment Inventory survey was due
from campuses by September 1, 2000. This information is used
to derive annual depreciation, which is one of the seven major
cost factors determining the CSU's marginal cost per FTES.
The depreciation derived from the inventory reports is also
used to identify instructional equipment funding deficiencies,
to make cost comparisons with the University of California
concerning relative support budget needs and to explain funding
requests to the Department of Finance.
CSU Student Fee Waiver
Campuses were requested to report the number of annualized
fee waivers provided during the 1999/2000 Academic Year and
the Summer term (if applicable) by fee waiver category. These
fee waiver reports were due by August 25, 2000. This data
is required to prepare the 2001/02 Support Budget fee revenue
calculation. This will be the last year that fee waiver data
is collected manually. The fee waiver data needed in future
years will be extracted from the Enrollment Reporting System
Student (ERSS), an Analytic Studies database.
BUSINESS PLANNING &
Lenore Rozner, Assistant Vice Chancellor
Quality Improvement (QI) Programs
Measurement 2000: :A demonstration of the interactive
Performance Measurement website was presented to CABO at their
August meeting in San Francisco. The website, still under
development, will offer discussion boards, live chat rooms,
and the capability for online data submission. The site can
be viewed at http://csupm.csulb.edu/pm2000/.
Accounts Payable, Financial Aid, Mail Services, Parking, Procurement,
Student Accounts Receivable, Student Health, and the University
Police function groups are in the process of developing data
definitions for the selected performance measures. Based on
timelines provided by these functions, data collection for
Performance 2000 is scheduled to take place from September
through January. Career Centers, Environmental Health and
Safety, Facilities Services, and Human Resources are using
national instruments administered through their respective
Process Mapping: A second
train-the-trainer session was held on August 29th and 30th
in San Francisco. Campuses interested in support or training
in connection with a process mapping effort, including support
for CMS process mapping, should contact Ron Ashcroft at firstname.lastname@example.org.
As campuses develop process maps, the Quality Improvement
Program plans to publish the maps developed by various function
teams to demonstrate and share the successes of process mapping.
Surveys: The draft report of the Parking Services survey
has been distributed to individual campuses for review. A
final report is scheduled to be released during October. Additional
functional groups including Accounts Payable, Career Services,
Environmental Health and Safety, Facilities Services, Financial
Aid, Human Resources, Libraries, Mail Services, Parking, Procurement,
Student Accounts Receivable, Student Health, and University
Police are in the process of developing surveys that will
be conducted in 2001.
3rd Annual QI Symposium:
Registration is continuing for The 3rd Annual Quality
Improvement Symposium, "Leading the Engaged and Accountable
University." The symposium will be held on November 16th at
the Sheraton Gateway Hotel, near the San Francisco Airport.
Chancellor Reed will address the symposium in the morning
and Tom Champoux of the Effectiveness Institute will be the
keynote speaker in the afternoon. The National Consortium
for Continuous Improvement is also continuing to take registration
for their 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.
Balanced Scorecard Orientation
and Development Program: Assistance in implementing the
Balanced Scorecard framework is available through the Chancellor's
Office. This assistance includes training, facilitation, consulting,
and other support for integrating strategic plans into the
Balanced Scorecard framework. For more information, contact
Matthew Ceppi at email@example.com.
The FY 2000/01 budget included $19.9 million to support the
conversion to state-supported Year Round Operations. Initially,
the majority of these funds will be used to ensure that matriculated
students taking self-support, for-credit, summer courses pay
no more for those courses than the applicable State University
Fee (SUF) for the units taken. For campuses declaring an intent
to fully convert to state-supported summer operations, marginal
cost funding for enrollments not already converted will be
requested through the normal budget process. The presidents
discussed YRO implementation timing at the September Executive
Council meeting and discussions with DOF on funding models
CAPITAL PLANNING, DESIGN
J. Patrick Drohan, Assistant Vice Chancellor
CPUC Ruling on the "Summer
2000 Energy Efficiency Initiative"
In Decision (D.) 00-07-017, the California Public Utilities
Commission (CPUC) directed the utilities to make available
$73 million of energy-efficiency funds to implement demand-reduction
strategies for summer 2000 and 2001.
The University of California and California State University
prepared a list of projects for a joint submission totaling
$38.5 and $45.8 million respectively. These projects were
considered viable, but currently lacked the funding to go
forward. In aggregate, the UC and CSU projects could contribute
18,700 to 20,700 kW and 41 million in kWh of savings by summer
The CPUC announced that of the funds available, the CSU and
UC would receive $8 million divided as shown below:
Discussions are underway with participating campuses to establish
the final project list.
Division of Funds (Millions)
Robert C. Schulz, Chief
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
Planning Due Dates Schedule
2001/02 Minor Capital Outlay Program
September 19, 2000
January 10, 2001
Board of Trustees approval.
Governor's Budget released.
Legislative Analyst's Office Analysis of the
Budget Bill published.
2002/03 - 2006/07 Major Capital Outlay Program and
Five-Year Capital Improvement Program
The schedule below represents changes to the historical
capital outlay program schedule due to the legislative
requirement (AB 1473, Hertzberg) for a statewide 5-year
infrastructure plan beginning in 2002/03.
Executive Council reviews the draft Categories
Board of Trustees approves the Categories and
November 30, 2000
Campuses submit Draft Capital Outlay Budget
Campuses submit Final Capital Outlay Budget
Executive Council reviews the draft priority
list for the 2002/03 Capital Outlay Program,
and Five-Year Capital Improvement Program. CPDC
submits final COBCPs and equipment lists to
Board of Trustees approves the 2002/03 Capital
Outlay Program, and the Five-Year Capital Improvement
CPDC Due Dates for CPB&G
Agenda Items (January 23-24, 2001 Trustees' Meeting)
Master Plan Revisions:
November 21, 2000
All Other Items:
December 5, 2000
A complete listing of 2000 due dates for CPB&G agenda
items is located at CPDC website http://www.calstate.edu/cpdc/Executive/
Elvyra F. San Juan, Chief
Brad Wells, Assistant Vice Chancellor
Non Resident Alien
Tax (NRAT) Compliance
The NRAT committee is scheduled to meet in late September
to review the draft manual prepared by KPMG on behalf the
committee. Campus feedback will be solicited on the draft
manual for incorporation in the final document. Seminars to
review the manual are being scheduled for this winter. Question
regarding the activities of the NRAT committee should be directed
to Bill Musselman at (562) 951-4625 or via e-mail to firstname.lastname@example.org.
Direct Vendor Pay
Legislation is being drafted to permanently authorize the
ability of the CSU to pay vendors directly. In support of
the proposed legislation, which will be presented for approval
by the Board of Trustees in January, campuses will be contacted
to solicit letters of support from vendors that do business
with the CSU. In addition, campuses will be asked to assist
in the development of supporting documentation that quantifies
the improvement in timeliness of payments and the reduction
in transaction costs. For information regarding the direct
vendor payment legislation or suggestions on how to support
the legislation, please contact Mark Osborne in the Chancellor's
Office Accounting Department at (562) 951-4637 or via e-mail
Bill Musselman, Acting Director
SERVICES AND PROCUREMENT (CS&P)
Contract Services and Procurement is assuming responsibility
for new functions associated with the support of grants and
agency contracts. CS&P will be providing grant administration
services for grants administered by the Chancellor's Office
and for Chancellor's Office personnel who have received grants
from either public or private sources. Support services offered
by CS&P will include pre- and post- award fiscal, record
management and compliance activities. For information concerning
Chancellor's Office grant activity, please contact Carmen
Peak at email@example.com.
Additionally, in concert with the realignment of the CSU
Institute, the Office of University Services in Sacramento
will be closing effective September 30, 2000. CS&P will
assume support for agency contracts previously administered
through University Services. These contracts are typically
used by state agencies wishing to access CSU campus resources
in support of research or other service needs. For information
concerning state agency contract activity, please contact
Jackie Baird at firstname.lastname@example.org.
Pat Dayneko, Director
Commercial Paper Program
In August the CSU Institute approved additional exploration
of a commercial paper program for the CSU. An information
item on the program will be reviewed at the September meeting
of the Board of Trustees. As conceived, this program would
initially be designed to assist with the financing of major
capital outlay for Dormitory Revenue Fund projects. If the
exploratory process concludes the potential for savings and
if approved by the CSU Institute and the Trustees, the program
could be implemented early in 2001. Questions regarding the
program should be directed to Rick Leffingwell at (562) 951-4570
or via e-mail to email@example.com.
Bond Rating Increase
The Trustees revenue bond program received a rating upgrade
from Standard and Poor's on September 11, 2000. Housing bonds
are now rated AA-, and student unions, parking, and headquarters
bonds are rated A+. Ratings increases will assist in lowering
the CSU's borrowing costs on upcoming bond sales. Pending
approval by the Board of Trustees in September, sales of parking
bonds for San Diego and housing bonds for San Bernardino are
anticipated in early October.
Richard K. Leffingwell, Director
In conjunction with Cal Poly Pomona, CSURMA will be hosting
an all day Workers' Compensation Technical Training Workshop
on October 4, 2000 at the Ontario Hilton. For additional information
regarding the workshop, please contact Kim Melchiori at (562)951-4586
or by e-mail to firstname.lastname@example.org.
The CSURMA now has a website, http://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.
The next meeting of the Risk Managers Affinity group will
be on Thursday, October 26, 2000 at the Chancellor's Office.
Charlene Minnick, Director
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 http://www.calstate.edu/ga/.
CMS: The Human Resources Information
System (HRIS) and Finance Information System (FIS) baseline
software were made available to 1st wave campuses on September
1st as planned. Meeting this milestone date was a significant
achievement attributable to the dedication, hard work and
collaboration of hundreds of people from the 1st wave campuses,
the Chancellor's Office, the CMS staff and consultants.
Deployment of the baseline HRIS and FIS systems followed
system testing with the first wave campuses and acceptance
of the baseline software by the Implementation Steering Committee
(ISC). The baseline applications were deployed on 9/1/00 utilizing
existing hardware at the West Ed facility with a transition
to the Hardware Operations and Support Services (HOSS) data
center anticipated this fall. On August 2, 2000, the CSU issued
a Notice of Intent to Award the HOSS contract to IBM. Subsequently
Unisys filed a Letter of Protest. After a formal review process,
the Notice of Intent to Award to IBM was upheld. Final contract
negotiations with IBM are underway.
Over 250 attendees from the 1st wave campuses attended Baseline
Walkthrough Workshops from September 11-14. These workshops
provided an overview of the FIS and HRIS baseline system deliverables,
including sessions in planning, development, business process
design, testing, and support and maintenance. Richard West
was the keynote speaker at the workshop.
A new CMS help desk to provide support for the delivery of
the baseline applications to the campuses was also successfully
implemented on 9/1/00. The CMS help desk is the central point
of contact for HOSS and Software Operations Support Services
(SOSS) related problems and requests.
Hilary Baker, Senior Director
Technology Services: MERLOT, Multimedia Educational
Resources for Learning and On-Line Teaching, is one of the
most successful projects to emerge from the ITS Center for
Distributed Learning, located on the Sonoma campus. The MERLOT
website (www.merlot.org) lists over 3,000 learning materials
from a variety of disciplines. Learning materials typically
include components of courses, such as a laboratory simulation,
rather than a complete web-based course. In addition, the
website gives learning materials a rating between one and
five stars based on recommendations from a faculty peer-review
panel. It also offers advice about how to create student assignments,
and allows users to post comments.
MERLOT has grown from its CSU roots to include participating
universities from 22 states. Six Canadian Universities are
also members. The MERLOT project is organizing faculty into
"peer-review panels" to review specific disciplines. Work
is already underway to review materials in physics, biology,
teacher education and business. Additional disciplines and
fields will be selected in the near future. Eventually, Center
staff expect that institutions will incorporate the MERLOT
contributions, rankings and evaluations into their faculty
promotion and tenure processes. Publishers have also expressed
interest in the MERLOT site as a way to identify materials
for potential commercialization.
Gerard Hanley, Senior Director
TECHNOLOGY INFRASTRUCTURE INITIATIVE:
The build out of the campus infrastructures is proceeding
on schedule. Campuses have agreed to adopt and maintain an
"end-to-end" certified system for inter and intra-building
cabling. This will ensure greater reliability and ease of
Four vendors have been pre-qualified to bid on the TII Hardware
and Electronics. The Final RFP was on September 15th to IBM,
SAIC, Verizon and Pacific Bell. Proposed network solutions
will be judged based on their ability to meet the CSU's technical
specifications and improve operational efficiencies. In keeping
with the philosophy of certified end-to-end cabling, the campus
CIOs have agreed to install the same infrastructure at each
IT DATA COLLECTION/ACCOUNTABILITY:
As part of its accountability for the state funds invested
in the Integrated Technology Strategy - Telecommunications
Infrastructure Initiative (ITS-TII), the CSU agreed to report
implementation results annually to the legislature for the
next 8 years. CSU baseline data will be reported this year,
As part of this activity, CSU has coordinated all of the
information technology data gathering activities into a coherent
multi-year plan. Activities include institutional surveys
(the first of which were completed by campuses this summer),
usage/satisfaction surveys (information competence and staff
surveys which were also undertaken this year) and systemwide
data collection activities (which are in progress). For a
detailed explanation of the data collection/accountability
issue, as well as a schedule of activities, readers are directed
to the website at http://www.calstate.edu/infotech/DataCol-Rep.shtml.
Mark Crase, Senior Director
The Business and Finance Newsletter is accessible from the Chancellor's Office
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 email@example.com.