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NEWS FROM
THE DEPARTMENTS
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NEWS
FROM THE DEPARTMENTS
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BUDGET
OFFICE,
John Richards, Director
2002/03
Support Budget Adopted
On October 25, 2001 the Board of Trustees
adopted the California State University Support
Budget request for fiscal year 2002/03. While
recognizing the current fiscal situation facing the
state, the Chancellor and the Board expressed the
importance of continuing to plan based on the
Partnership Agreement with the Governor. This
importance is reflected in the need to provide for
access as the top CSU priority. Current year
2001/02 enrollments are estimated to be more than
8,400 FTES over funded targets. Managing
enrollments for next year will be a challenge, so
the budget request includes an increase of 12,030
FTES over the current year funded target, or about
4% which incorporates the projected 8,400 FTES
over-enrollment in 2001/02.
The total increase requested is $269.1 million,
including $245.4 million in General Fund dollars
plus $23.7 million in increased State University
Fee revenue as a result of additional enrollment.
Again for next year, no fee increase is
proposed.
Highlights of the 2002/03 Support Budget
Request:
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$21,613,000
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for mandatory obligations, including
$10.7 million for health benefit
increases
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$106,617,000
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for 4 percent enrollment growth (12,030
FTES), year-round enrollment support
(1,923 FTES), and student financial
aid
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$89,496,000
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for a 4 percent compensation increase
for all employees effective July 1,
2002
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$14,000,000
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to finance purchase and refresh of
technology-related network equipment and
operations
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$6,000,000
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to address long-term shortfalls in
funding for library acquisitions
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$6,000,000
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to continue reductions in the backlog
of deferred maintenance
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$10,000,000
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to improve access to academic programs
important to California's workforce and
economic development
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$10,000,000
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to improve student advising services
and technology-based student
administrative services
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$5,000,000
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for applied research programs related
to agriculture, marine studies, water, and
biotechnology
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$300,000
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for off-campus center relocation and
growth at CSU Fullerton - El Toro
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2002/03
Lottery Revenue Budget Adopted
Also on October 25, 2001 the Board adopted the
2002/03 Lottery Revenue Budget. In light of
projected softness in the state's economy and
growing uncertainty over the level of CSU support
budget appropriations, a conservative estimate of
expected revenue is prudent as the CSU plans for
fiscal year 2002/03. Lottery revenue that will be
available in 2002/03 is estimated to be $42.8
million. After providing for a $5 million
systemwide reserve, the amount available for
allocation is $37.8 million. Consequently, the
budget adopted for next year will provide the same
amounts for system programs and campus-based
programs as in the current year.
More information on both proposed budgets for
2002/03 is available on the web. http://www.calstate.edu/Budget/
Annual
Student Fee Report
CSU student fee policy requires that an annual
campus student fee report be presented to the Board
of Trustees to allow the board to consider the
level and range of fees charged to students. The
annual student fee report is included as a November
board agenda item.
Also, included in the annual student fee report
item is the comparison institution fee survey,
which provides academic year resident,
undergraduate student fee levels charged at 15 CSU
comparison institutions.
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BUSINESS
PLANNING & INFORMATION MANAGEMENT
Lenore Rozner, Assistant Vice
Chancellor
Housing
Assistance Needs Assessment
The housing needs assessment study has been
completed and copies of the final campus reports
have been mailed to the Presidents and campus
liaisons at the twelve participating campuses. A
summary report combining the major findings of the
campus assessments has also been prepared and
mailed to all campus Presidents. The assessments
include the results of interviews with
administrators, deans and search committee chairs
who have been involved in staff and faculty
recruitments, focus groups with recent faculty and
staff hires, interviews with candidates who
declined offers of employment with the CSU and a
housing market gap analysis to assess the
affordability of housing in the areas surrounding
campuses where the majority of new hires have
elected to live. Information about the report may
be obtained by contacting Glenn Ducat at (562)
951-4555.
Quality Improvement (QI)
Programs
4th
Annual Quality Improvement Symposium
The 4th Annual Quality Improvement Symposium was
the next step in the quality journey for 270
attendees on November 2nd. The audience was
encouraged by keynote speaker Mark Graham Brown to
measure what counts and not make the "Ten Stupid
Measurement Mistakes." Breakout sessions offered
information for different QI experience levels
ranging from Introduction to QI, to Integrating QI
with Accountability. For the second year, QI
presented awards at the luncheon. QI 2001 Award
winners are:
- Distinguished Service - Don Coan, Long
Beach
- Quality Improvement Facilitator of the Year
- Beverly Gentry, San Bernardino
- Function Chair of the Year - James Licano,
Mail Services Function, Northridge
- Most Valuable Team of the Year - The
Balanced Scorecard Steering Team, Fullerton
Administration Division
- Honorable Mention Teams - Environmental,
Health, and Instructional Safety, Fullerton, and
Parking Citation Review Process, San Jose
Customer
Satisfaction Survey Spring 2002
The QI five-year plan includes administering the
customer satisfaction survey in alternating years.
In this, the first year of the plan, the survey is
being offered for spring 2002. All campuses are
encouraged to participate in this systemwide
effort, especially those who did not participate in
spring 2001. Selections of functions to be surveyed
and number of surveys required must be indicated on
the on-line request form http://www.calstate.edu/Qi/qi_cssurvey/qiccsurvey.shtml
by November 30.
Performance
Measurement 2001
During fiscal year 2001/2002, campuses can
individually elect to submit data via the on-line
QI performance measurement website. Functional data
is due in January. Results will be calculated and
available to campuses by March 2002. No data
analysis or systemwide report will be produced this
year, except for the Procurement function. At the
conclusion of their data collection effort,
procurement representatives will review and analyze
the data and publish the performance measurement
results. Questions regarding the procurement
measurement effort can be directed to Dolores
Basilio at dbasilio@calstate.edu.
PbViews Implementation
Update
The PBViews performance management software
implementation is underway on fifteen CSU campuses.
Campus project leaders have received system
administrator training and end user training is
currently being offered. Implementation visits have
occurred at Chico, Northridge, San Bernardino, San
Jose, and San Luis Obispo. Remaining campuses will
be visited during November and December. For more
information, contact Matthew Ceppi at mceppi@calstate.edu.
The
Balanced Scorecard Training and Facilitation
The CSU has worked with Orion Development to
develop a curriculum for training and facilitation
on the Balanced Scorecard. This two-day workshop
takes participants through Mission and Vision
review, SWOT analysis, identifying strategies and
defining cause-and-effect linkages, and balanced
scorecard development. The training or facilitation
is available from the Chancellor's Office and can
be arranged by contacting John Sanders at the
address below.
Process
Mapping Train-the-Trainer
Another two-day train-the-trainer workshop is
being held for those who have been through the CSU
Process Improvement Methodology (formerly Process
Mapping Methodology) and are interested in being a
trainer at their campus. The two-day workshop is
being held in San Diego on January 15-16, 2002. For
additional information, visit the QI Calendar on
the QI website.
For more about QI activities and events and the
five-year plan, contact John Sanders at the
Chancellor's Office, (562) 951-4556 or jsanders@calstate.edu,
or, visit the QI website at http://www.calstate.edu/qi.
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CAPITAL
PLANNING, DESIGN AND CONSTRUCTION
J. Patrick Drohan, Assistant Vice
Chancellor
ARCHITECTURE
AND ENGINEERING
We now have in place agreements with three of
our independent plan check firms to perform
disabled access reviews on behalf of the Division
of the State Architect (DSA). DSA is required by
statute to verify that access to the disabled is
provided in all new and renovated state facilities,
including those owned by the CSU. While DSA's
expertise on the subject of disabled access is
unparalleled, the lead-time for their reviews has
sometimes been a stumbling block in bidding our
capital projects. To mitigate this scheduling
impact on our projects, the California State
Architect, Stephan Castellanos, signed a Memorandum
of Understanding that led to our plan check firms
being authorized to act as agents of DSA, and
provide the required accessibility review while
performing their normal Title 24 code review.
Our independent plan check firms, Esgil, Wildan,
and PC Associates, have all been authorized to
provide these DSA reviews. Per their amended
contract, these access reviews will be accomplished
within the same time frame as their Title 24
reviews (duration varies by project size). DSA has
further agreed that the project approvals by these
firms will be accepted as final by DSA without any
further review. The State Architect retains final
authority on all disable access code
interpretations, and will maintain an ongoing
quality assurance program to monitor the quality of
these independent review firms.
Projects reviewed by the vendors, Esgil, Wildan,
and PC Associates, strictly for DSA Access review
will be billed at the same rate as DSA's standard
access review, and the vendors will pay DSA an
administrative fee from within that fee. When the
DSA review is procured simultaneously with a Title
24 review, the fee will be 60 percent of the normal
DSA fee.
Robert C. Schulz, AIA, Chief, Architecture
and Engineering
LAND USE
PLANNING AND ENVIRONMENTAL REVIEW UNIT
Capital Planning, Design and Construction (CPDC)
has reorganized its departmental functions to add
the Land Use Planning and Environmental Review Unit
as a complement to the existing technical
resources: Facilities Planning; Architecture and
Engineering; Construction Management; and Plant,
Utilities and Energy Units. This is in response to
the expanded efforts of campuses to evaluate and
implement real property development opportunities
as a means to enhance non-state revenue resources
that in turn can facilitate meeting their
educational objectives.
This new unit will provide resources within CPDC
for long-range CSU land use planning and real
estate development projects through application of
trustee policies, such as Executive Order 747
regarding land development. Mr. David Rosso, as
Chief of Land Use Planning and Environmental
Review, will be assisted by Mr. Chuck Happe and Ms.
Linda Wilson. The unit is responsible for providing
assistance and guidance for major property
development initiatives, from pre-planning through
project implementation, primarily at the early
project definition and land planning phases.
Training programs through this unit will focus on
assisting campuses to develop critical expertise
and background knowledge in property development
issues that frame real estate development
projects.
David A. Rosso, Chief, Land Use Planning and
Environmental Review
CPDC Due
Dates for CPB&G Agenda Items (January 29-30,
2002 Trustees' Meeting)
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Master Plan Revisions:
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November 27, 2001
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All Other Items:
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December 11, 2001
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A complete listing of 2001/02 due dates for
CPB&G agenda items is located at CPDC website
http://www/tier3/PPD/Executive/index.html
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FINANCIAL
SERVICES
FINANCING
AND TREASURY
Commercial
Paper Program
In January 2001, the Board of Trustees
approved a Tax-Exempt Commercial Paper Program.
This Commercial Paper Program (CP) is a short-term
financing vehicle, which is used to finance DRF
projects during the construction period. Notes in
the program have recently been issued at a rate
that is under 2%, the lowest rate achieved in the
program to date.
Monthly
Investment Manager Conference Calls
Metropolitan West Securities, the
Investment Manager of the CSU Investment Program,
hosts monthly telephone conference updates on
market issues relevant to the funds it manages for
CSU. These calls are usually scheduled for the
second Friday of the month at 10 AM. Campuses are
encouraged to participate in these calls on a
regular basis to keep up with market conditions and
for the opportunity to ask questions regarding the
investment program. A transcript and recording of
the conference call is also available at the
internet site maintained by MetWest for the CSU @
http://www.mws.com.
Richard Leffingwell, Senior 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: http://www.calstate.edu/oga
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INFORMATION
TECHNOLOGY SERVICES
David Ernst, Assistant Vice
Chancellor
TECHNOLOGY
INFRASTRUCTURE INITIATIVE
Role of the
CIO
The ITAC has produced a paper on the ways
in which Chief Information Officers on campus can
assist the presidents in meeting the goals of the
Integrated Technology Strategies. The document was
presented to the Executive Council at their October
Meeting. It acknowledges the leadership role of
presidents in determining how CSU can best leverage
technology in support of its goals and objectives,
and discusses how CIOs can work together to assist
in this process. The paper can be accessed at
http://its.calstate.edu/main.asp?ID=1282&D=1&T=0,
as can the EDUCAUSE 2001 presentation by David
Ernst (AVC of ITS), Jerry Hanley and Jonathan Rood
(CIOs of Cal Poly, San Luis Obispo and San
Francisco State, respectively).
Measures
of Success
The third annual Measures of Success (MOS)
will be presented to the Legislature at the end of
November. The MOS resulted from an agreement
between the Legislature and the CSU to show how the
investment in technology infrastructure will, over
time, help CSU achieve the outcomes specified in
the Integrated Technology Strategy through various
initiatives. The outcomes are: Excellence in
Learning and Teaching, Quality of the Student
Experience: Administrative Quality and
Productivity, and Personal Productivity. These
outcomes are achieved through various initiatives
such as the Electronic Core Library Collection, the
Pharos project, MERLOT and CMS. The 1999/2000 MOS
can be accessed at:
http://its.calstate.edu/template.asp?FileName=data_collection.asp,
as can information about the project. In addition,
the 2000/2001 MOS will be posted there as soon as
it is published.
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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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