P. West, Executive Vice Chancellor and Chief Financial
Lenz, Assistant Vice Chancellor
January 10, 2004, Governor Schwarzenegger submitted his 2004-05
budget to the legislature that assumed a $2.4 billion state
General Fund commitment to the CSU representing a reduction
of $239.7 million or 9 percent from the prior year budget. The
budget also assumes $105.6 million in student fee revenue, less
the 20 percent set-aside for financial aid, provides no funding
for the $57.5 million in CSU’s mandatory costs and results
in a net fiscal impact of $191.5 million or 7.2 percent net
reduction to the CSU budget. The budget includes an augmentation
of $1.9 million to increase counseling services to advise CSU
eligible freshmen that decide to enroll at the community colleges.
Finally, the budget assumes three higher education initiatives
associated with a long-term student fee policy, the redirection
of first-time freshman, and the state subsidy for students taking
in excess of 10 percent the number of units they need for graduation.
February 18, 2004, the Legislative Analyst’s Office (LAO)
released their analysis of the Governor’s 2004-05 state
budget. The LAO raised concerns regarding the Administration’s
overall revenue and expenditure assumptions in the budget and
indicated that even with the passage of the $15 billion bond
measure (Propositions 57) on the March 2 ballot, the state would
still face a $7.7 billion budget shortfall by the end of the
2004-05 fiscal year. This means the Governor and the legislature
will need to make additional budget reductions or support additional
revenues, tax increases or fees, in order to have a balanced
budget by July 1, 2004, the start of the new fiscal year.
LAO offered a variety of specific recommendations to the CSU
in the areas of enrollment growth, outreach programs, current
fee increases, long-term student fee policy, and financial aid.
See www.lao.ca.gov for the
full report. Many of the recommendations provided by the LAO
fail to recognize the significant state funding cuts already
taken in 2003-04 or contemplated for the CSU in the Governor’s
budget for 2004-05. The Chancellor’s Office is preparing
a comprehensive analysis and response to the LAO’s recommendations
that will be sent by mid March to the legislature and staff.
BUSINESS PLANNING & INFORMATION
Lenore Rozner, Assistant Vice Chancellor
IMPROVEMENT (QI) PROGRAMS
Spring 2004 Customer Satisfaction Survey: Customer
Satisfaction Surveys will be administered on participating Semester
campuses in late March through April. The surveys will be administered
on Quarterly campuses in mid April through May. Summary reports
and data files will be available to campuses by June 15.
“Virtual” Quality Improvement Symposium:
Final preparations are underway to offer the planned Quality
Improvement Symposium via web-cast seminars. The sessions will
be held in 1-2 hour time blocks over the course of a month.
It is anticipated that the first session will be held in late-April
to early-May. Sessions will be either web cast live, with the
ability to have active participation from participants, or be
pre-recorded. All sessions will be made available for later
viewing for those who are not able to attend during the scheduled
times. Details along with information for registering for the
live sessions will be coming soon.
QI Awards: Campuses are urged to take the opportunity
to nominate individuals on their campus who work hard to improve
operations. Nominations are being sought in five areas –
Distinguished Service, QI Facilitator of the Year, QI Team of
the Year, QI Function Chair of the Year, and QI Champion of
the Year. Information on each category, along with on-line nomination
forms, is available at www.calstate.edu/qi.
The deadline for submission of nominations has been extended
to March 31, 2004.
Benefits Data: CMS
Process Impacts and Measures collection instruments have been
developed in collaboration with campus functional representatives
and project managers. The deadline for submission for the IT,
Financial, and HR function areas is March 12. The deadline for
submission for the Student Administration instrument has been
extended to March 19. Once campus function representatives have
submitted their data via the on-line collection instrument,
campus project managers will be sent a campus report for final
review, approval, and submission of the campus response.
more information on any of the above listed items, please contact
Matthew Ceppi, QI Programs at email@example.com
or (562) 951-4547.
Quality Improvement Programs
PLANNING, DESIGN AND CONSTRUCTION
F. San Juan, Assistant Vice Chancellor
Training: In January, CPDC hosted two successful training
sessions attended by campus and Chancellor’s Office staff.
There were 62 attendees at the Capital Outlay Two-Step –
How to Program a Successful Project training, and 57 attendees
at the Land Use Planning, Acquisition, Land Records, and CEQA
following training is scheduled for the month of April:
Design Procedures – Thursday, April 22, 2004:
The CSU design process will be explored using a case-study approach.
It will follow a project from inception through completion,
using SUAM and the Procedure Guide for reference. Process and
procedures, as well as pitfalls and possibilities, will also
Construction Delivery Methods
– Friday, April 23, 2004: This program
is designed for facilities design and construction staff, specifically
the design project managers and construction managers. This
session will be a brief review of each delivery method along
with the benefits and drawbacks for each as they apply to various
types of construction projects.
brochures and registration are located at http://www.calstate.edu/CPDC/Trg2004.shtml
Freelander-Paice, Executive Program & Fiscal Manager
voters were asked to approve another education bond on the March
2004 ballot. Proposition 55 would provide $12.2 billion for
our educational systems in 2004-05 and 2005-06, including $9.9
billion for K-12, $920 million for the California Community
Colleges, $690 million for the University of California, and
$690 million for the CSU, to ensure that students, faculty,
and staff can operate in safe and educationally sound facilities.
55 was narrowly passed by the voters of California on March
2, 2004 and will pave the way for an extensive capital outlay
program for the CSU. While the CSU is making every effort to
accommodate its students within existing facilities by implementing
year-round operations, expanding weekend and evening course
offerings, establishing more off-campus centers, and improving
distance-learning opportunities, additional facilities must
be built and existing structures renovated and retrofitted in
order to provide eligible students a quality education for the
55 will fund projects for the next two years to the level of
$690 million including approximately $20 million annually for
Minor Capital Outlay, and $44 million in 2005/06 for the Capital
Renewal program. The combination of these resources will provide
funding greatly needed for campus projects to support the mission
of the CSU.
55 will provide the CSU with funding to accommodate nearly 7,000
additional students in 200 new classrooms and 38 new laboratories,
while providing for library renovations and the construction
of 657 new faculty offices to support growing enrollment demand.
The Minor Capital Outlay and Capital Renewal funds will be used
to modify facilities to better serve the academic programs at
CSU Office of Governmental Affairs provided tremendous support
toward ensuring successful passage of the bond.
Giordano, Principal Facility Planner
ENERGY AND UTILITIES
Efficiency Update: Recently the California Public Utilities
Commission (CPUC) approved funding for the 2004 – 2005
Energy Efficiency Incentive Program. The UC/CSU/Utility Partnership
Program was one of 43 out of the 440 applications approved by
the CPUC. This statewide program received the largest share
of money for third party partnership applications and provides
incentive funding of $15.1 million dollars for all UC/CSU campuses
that are served by the four Investor Owned Utilities (IOU’s).
program is unique because it is the first statewide partnership
program between a third party (UC/CSU) and the utilities that
is a multi-year comprehensive program that includes three key
program elements of energy retrofit, re-commissioning of existing
buildings and education and training for sustainable design
and best practices. The partnership believes that this program
will become the model that is used as the framework for future
programs and will help UC/CSU and the state move toward achieving
long term energy savings. The incentive funds will be divided
equally between UC and CSU allocating approximately $7.6 million
for CSU campuses for the next two years. A retrofit project
call letter was issued to the campuses in March with a project
applications due March 19, 2004 to the Chancellor’s Office.
Outlook: Governor Schwarzenegger commented in his State
of the State address, “If we do not act now, California
will face energy shortages as early as 2006.” In response
to this growing concern about potential power generation shortages,
a Distributed Energy Resource committee has been formed to evaluate
and report on the feasibility and approach for campuses to develop
onsite power generation systems. The committee, comprised of
representatives from the campuses and the Chancellor’s
Office, will focus on long-term reliable and economic solutions
that will meet the campuses future energy requirements.
Energy Reporting Process Improvement: One of the provisions
of Executive Order 785 requires the campuses must submit monthly
energy reports to the Chancellor’s Office for inclusion
in a systemwide database tracking and monitoring system. The
current reporting processes and database tracking systems are
labor intensive and do not render readily accessible information
that can be used to monitor and forecast energy use and cost
in an effective manner. In response to this concern, an Energy
Information Systems Process Improvement committee has been formed
to evaluate the current process and recommend improvements.
The goal is to develop a web-enabled reporting system integrated
with campus-managed automation systems to improve charge-back
accounting, reduce reporting delays and errors, and provide
enhanced data to aid with performance analysis and accurate
forecasting. A final report on the committee’s findings
is due in June 2004.
Comprehensive Energy Services Master Enabling Agreement:
A streamlined method for procuring comprehensive energy services
through a master enabling agreement (MEA) is being finalized.
The solicitation will be released in March, qualified firms
will be identified in April, and the project delivery system
will be ready for campus use in May 2004. The MEA is expected
to shorten the time to develop and contract for energy efficiency
projects by 3 to 6 months. The MEA is the umbrella under which
campuses sign a Campus Participation Agreement (CPA) and control
the scope and project cost through a streamlined development
and delivery processes.
further information on any of these items, please contact Joyce
Kerley at (562) 951-4121 or via e-mail at firstname.lastname@example.org
Pettis, Chief of Plant, Energy, & Utilities
Hordyk, Assistant Vice Chancellor
SERVICES AND PROCUREMENT
Planned Purchasing Activity
Long Distance Services – Master Enabling Agreement
renewal (CS&P Bulletin 04-01) continues domestic and international
long distance service, in-bound 800 service, campus-issued
calling cards, and AT&T-issued calling cards.
Qwest Long Distance Services – Master
Enabling Agreement renewal (CS&P Bulletin 04-02) continues
domestic and international long distance, in-bound 800 service,
campus-issued calling cards, and Qwest-issued calling cards.
Toner Cartridges - Ponderosa Office Supplies (CS&P
Bulletin 04-03) - distributor of GRC toner cartridges for
printers and fax machines.
information can be obtained at: http://www.calstate.edu/csp/
or by contacting Pat Dayneko at (562) 951-4595.
SYSTEMWIDE FINANCIAL STANDARDS
2004 Year-end Legal and GAAP workshop is tentatively scheduled
for June 7-8 at an LAX Airport hotel. Confirmed dates and location
will be sent as soon as possible.
Ashkar, Director of Systemwide Financial Services
TECHNOLOGY SERVICES (ITS)
Ernst, Assistant Vice Chancellor
a reminder, the build-out phases group campuses in the order
that they undertake the TII project. Stage 1 refers to the physical
construction of pathways, spaces and media on campuses; Stage
2 represents the installation of the necessary electronic components.)
Build-Out Project - Stage 1 and Stage 2: All fourteen
TII Phase 1 and Phase 2 campuses have entered into contracts
for their Stage 1 physical infrastructure upgrade projects.
Fully half of those construction projects have either completed
or are nearing completion.
Phase 3 sites Bakersfield, San Jose and San Marcos were due
to receive bids during February. All Phase 3 campuses are expected
to begin Stage 1 construction by Summer 2004.
campuses (Dominguez Hills, Maritime, Northridge, Sonoma, San
Bernardino and Stanislaus) have completed Stage 2 of the infrastructure
build-out. These campuses now have an upgraded network infrastructure,
including new Cisco network electronics, which meets the baseline
standards to support the needs of campus students, faculty and
staff. Two more campuses, Long Beach and Los Angeles are expected
to complete Stage 2 by June of this year.
Management System (NMS): The NMS is a set of software
tools that allow campuses to monitor and measure their network
performance and quickly identify points of failure when problems
arise. The initial Network Management System installation was
completed in mid-November, with the system operational on twenty
campuses. The last three campus installations will take place
in early March. Rollout of the next NMS version will occur in
spring 2004 and will update the network management tools to
coincide with current vendor software releases.
Infrastructure Asset Management System: The Asset Management
tool is a software application that allows campuses to maintain
records of their network infrastructure by tracking cables and
equipment locations on campus, in both a graphical and database
format. The CSU Network Technology Alliance Committee (NTA)
has created an Asset Management Working Group tasked with defining
a standardized methodology for implementation and integration
Advanced training for campus network staff the Network Management
System (NMS) software tools began in November. The course curriculum
builds on previously offered training and teaches students to
use the more advanced network monitoring features of the software
tools. Eighteen campus network staff members have taken advantage
of this training opportunity and an additional twenty-two students
are signed up for the final sessions.
MANAGEMENT SYSTEMS (CMS)
SA Functionality on campuses: CSU campuses continue
to implement additional functionality for students. Cal Poly
Pomona had a successful rollout of Admissions in January and
they plan to start using the financial aid functionality later
this month. San Jose is planning to deliver self-service advising
functionality to students in February. This will enable students
to view unofficial transcripts and advising reports. At Sonoma,
additional self-service functionality recently enabled students
to view and make changes to addresses, phone numbers and email
testing for Finance 8.4: San Luis Obispo and San Jose
are slated to go live with Finance 8.4 in mid-March. They are
in the process of completing their final testing. The Long Beach
campus follows close behind in April.
Administration: The Fresno campus is leading a campus
collaboration project with three other campuses to develop the
PeopleSoft Benefits Administration software as a proof of concept.
The scope of the project is to automate the benefits enrollment
process for vision, basic life and LCD (Labor Cost Distribution)
by automatically enrolling employees in the plans and sending
a file to the SCO.
CMS Audit: All the CMS
audit recommendations have been addressed and the CSU will be
submitting its response to the Bureau of State Audit in early
more information on CMS, please visit the website at http://cms.calstate.edu/
Technology Initiatives: As part of the Foundational
Skills Initiative, the CSU Math Success website project is underway,
with the CSU Center for Distributed Learning at Sonoma State
University leading the effort. The scope of the project is to
develop a website for the CSU system that will provide prospective
students and incoming freshman a wealth of math resources, academic
advice, and skill development services. The goal is to help
more incoming CSU students avoid the need for remediation in
mathematics by passing the Entry Level Math (ELM) placement
exam or otherwise qualifying for for-credit study in mathematics.
The delivery date for the first version of this website is July
part of the Digital Marketplace Initiative, the SWAT II (Systemwide
Acquisition of Technology) program will deliver the following
within nine months:
Identify toolsets/processes/criteria/ compliance
driven measures in support of a systemwide academic technology
deployment and services.
Identify an effective strategy for assessing and assuring
that recent ADA compliance regulation and laws, as they
impact academic technology, are properly incorporated into
overall CSU deployments.
existing academic technology contracts/services at CSU and
campus levels within the determined academic technology
selected pilot(s) to validate proposed SWAT-II model and
integrate “lessons learned” (e.g. ADA software,
training and services; Learning Management Systems, software
metering-license management tools).
Develop and communicate an improved governance model and
SWAT-II process to primary stakeholders (technology advisory
groups and procurement officers) and secondary stakeholders
(e.g. Faculty Development Directors, Library technology
Articulate FY 04-05 recommendations at end of “Initiation
Strategy”, including opportunities for procurement,
relative priorities, resources and timelines to facilitate
evolution of the “digital marketplace” into
an institutionalized program.
addition to the renewal of Turnitin (Plagiarism detection) and
Macromedia systemwide contacts, which will provide the CSU significant
savings, a high priority will go to developing opportunities
for cooperation on course management systems (e.g. Blackboard,
WebCT, and others) across campuses.
has grown to a digital library of over 10,000 online teaching
and learning materials with over 1,100 peer reviews posted.
Over 27,000 users per month
Over 1.8 million hits per month
Over 450 people voluntarily joining as individual members
Over 100 new materials being added per month
has signed an MOU with Sentient Learning to provide faculty
and students the MERLOT within the WebCT and Blackboard environments
through the Sentient Learning services. Sentient Learning services
enables faculty and students to search institutional library
collections, learning object libraries, and commercial online
“bookstores” from within Blackboard and WebCT.
has signed an MOU with the Colorado Community Colleges Virtual
Speakers Bureau to provide the MERLOT institutional partners
a database of online “speakers” you can augment
the instruction within online courses though their guest presentations
and facilitation of student learning activities within online
Y. Zamarippa, Assistant Vice Chancellor
Legislation Update: On behalf of the CSU, the Assembly
Higher Education Committee has introduced Assembly Bill
1999, the system’s annual omnibus bill to address
non-controversial and technical items. This year’s bill
deletes several obsolete sections of the Education Code, including
a section enacted in 1995 that authorized CSU, Chico to dispose
of six houses known as the “Language Houses” to
parties willing to preserve and restore the houses. All transactions
authorized by the section have been completed. In addition,
the bill conforms sections of the CSU Contract Law to existing
authority in the State Contract Act, to ensure that the minor
contract limit for CSU is automatically adjusted to be consistent
with the limit that is set for state contracts.
their January meeting, the Board of Trustees also authorized
legislation that would allow CSU to pursue claims under the
False Claims Act against contractors who have made false claims
for payment. Under current law CSU must depend on the Attorney
General’s Office to pursue such claims, and they do not
always have sufficient resources to take such actions.
the advice of Assembly Member Ellen Corbett, Chair of the Assembly
Judiciary Committee, CSU is not introducing legislation at this
time to address the issue. Rather, Assembly Member Corbett and
her staff have organized a meeting between CSU and the Attorney
General’s Office where it is hoped that an amicable resolution
can be achieved that will result in CSU receiving better service
on false claims and other legal issues.
Deadline Passes With Avalanche of Legislation: The
deadline to introduce bills in 2004 was February 20, and as
in past years the vast majority of legislation was introduced
in the week prior to the deadline. This year, 1,583 bills were
introduced in the final four days.
the bills introduced in the final days prior to the deadline
was AB 2469, an omnibus bill sponsored by the
Assembly Higher Education Committee that would delay and/or
repeal the submission of numerous statutory reports that are
required of the CSU and other public institutions of higher
education. CSU has been conducting an internal review and analysis
of state and federal mandates to determine those that should
be eliminated given the funds and non-faculty personnel time/position
required to implement them, especially in the context of ongoing
budget cuts. CSU will be working with Assembly Member Carol
Liu (committee chair) and her staff to include some of those
mandate relief items in the bill.
fees is also an issue of particular interest to legislators
this year. Four bills have been introduced that would place
in statute some variation of a long-term student fee policy:
AB 2574 (Diaz), AB 2710 (Liu), SB 1329 (Denham),
and SB 1535 (Karnette). The
latter bill is sponsored by the Schwarzenegger Administration
to implement the long-term fee policy that was outlined in the
January Budget Summary. Beginning with the 2005-06 academic
year, the bill would tie fee increases to the increase in California
per capita income. Upon a finding of unique fiscal circumstances,
fees could be raised by up to 10%. The bill would also authorize
graduate fees to be increased by whatever percentage is deemed
appropriate by the Trustees until they reach a level that is
50% higher than undergraduate fees. It is expected that the
issue of fees will be discussed at some length with the Legislature
this year, and the position that CSU takes on legislation to
enact a fee policy in statute will depend largely on whether
each bill is consistent with the policy expected to be considered
by the Board in May.
Other bills of interest introduced prior to
the deadline include the following:
AB 1969 (Negrete
McLeod), which would require CSU to offer ethics courses
to each employee that is required to file a Statement of Economic
AB 1973 (Nation),
which would repeal provisions in HEERA that prohibit memoranda
of understanding from including provisions that require additional
funding from the Legislature.
AB 2637 (Diaz),
which would enact a Whistleblower Protection Act pertaining
to CSU that is based on the existing California Whistleblower
AB 2678 (Koretz),
which would require CSU to establish a textbook rental library
service for undergraduate students at each campus, beginning
with the 2006-07 academic year.
2903 (Campbell), which would increase state employees’
annual retirement contributions by 1 percent of their gross
pay (in most cases, an increase from 5 percent to 6 percent).
The bill also would place new state civil service employees
in a second tier retirement plan with lesser benefits.
SB 1445 (Dunn),
which would require CSU to take several actions with respect
to public safety operations, including a) ensuring that every
vacant police officer position is filled within six months of
a vacancy; and b) requiring every CSU police department to maintain
a minimum of 12 police officers in each department.
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/