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| News from the Departments | ||||||||||||
| Reorganization Announcement | ||||||||||||
| Richard West , Executive Vice Chancellor | ||||||||||||
| Budget Development | ||||||||||||
| Patrick Lenz, Assistant Vice Chancellor | ||||||||||||
| Business Planning and Information Management | ||||||||||||
| Lenore Rozner, Assistant Vice Chancellor | ||||||||||||
| Capital Planning, Design and Construction | ||||||||||||
| Elvyra F. San Juan, Assistant Vice Chancellor | ||||||||||||
| Financial Services | ||||||||||||
| Dennis Hordyk, Assistant Vice Chancellor | ||||||||||||
| Information Technology Services | ||||||||||||
| David Ernst , Assistant Vice Chancellor | ||||||||||||
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| Advocacy and Institutional Relations | ||||||||||||
| Karen Y. Zamarippa, Assistant Vice Chancellor | ||||||||||||
| REORGANIZATION
ANNOUNCEMENT
Richard West, Executive Vice Chancellor Certain systemwide functions within the Business and Finance Division will be realigned as of June 1 as a result of AVC Lenore Rozner’s retirement from the CSU. The Quality Improvement Programs, under the continued leadership of Matthew Ceppi, will report to David Ernst, AVC ITS. Information on those activities will be found under the ITS heading in future editions of this bimonthly newsletter. Other special project and coordination functions previously within Lenore’s organization have also been reassigned to other managers. |
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BUDGET
DEVELOPMENT CSU 2005-06 CSU BUDGET - GOVERNOR’S MAY REVISE Governor Schwarzenegger released his May revision to the 2005-06 state budget, fully funding the Compact for Higher Education and enhancing student access to the California State University (CSU). The Governor has also augmented the CSU budget by $250,000 to increase the number of students seeking a math or science teaching credential. In addition, the Governor approved a CSU request to utilize $26 million of General Obligation Bond funds to extend the useful life of many CSU facilities. The 2005-06 CSU budget will include an additional $212 million for the coming year, which will be the first increase after three years of budget reductions. With this funding the CSU will be able to enroll 10,000 new students beginning in fall 2005, increase by 2,700 the number of State University Grants and for the first time in three years, give employees a pay increase.
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BUSINESS
PLANNING & INFORMATION MANAGEMENT SAVE THE DATE: Quality Improvement Symposium - February 23, 2006 at the LAX Crowne Plaza Audit Issues Initiative: A summary of Extended Education audit findings for campuses audited during 1998 and 1999 has been prepared by CSU Northridge and is available on the QI website, www.calstate.edu/qi, under “Tools and Initiatives”. Click on “Audit Issues.” QI Showcase: The QI Showcase, launched in June 2004, is intended to foster the collaboration and transfer of information and case studies on quality initiatives occurring on CSU campuses. These could be a Balanced Scorecard effort, an employee suggestion initiative, focus groups feedback or a process mapping or process improvement activity. Campuses are encouraged to submit the results of their efforts so that colleagues from other campuses may benefit from their experiences. Available on the CSU QI website, users have the ability to select by "Campus" or by "Title". To view the QI Showcase, or find out how to make a submission, go to www.calstate.edu/qi and click on "QI Showcase" in the left-hand navigation bar. QI Participation: In June, campuses will be asked for confirmation of planned participation in the Quality Improvement programs for 2005/06. As a reminder, campuses that commit to the "Full Participation Plan" receive the following at no additional charge:
The annual fees are: $3,000 for small campuses (under 10,000 FTES), $5,000 for mid-size campuses, and $7,000 for large campuses (over 20,000 FTES). Access to the pbviews software tool alone is $5,000 for the medium and large sized campuses. With these campus contributions, the QI department can sustain efforts to assist you. For more information, contact Matthew Ceppi at mceppi@calstate.edu Matthew
Ceppi |
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| CAPITAL
PLANNING, DESIGN AND CONSTRUCTION Executive: Proposed Legislation: AB 961, the Higher Education Omnibus Bill, has three provisions affecting CPDC: 1) when the “design-build” delivery system is utilized (in specified construction projects) it requires contractors to competitively bid subcontractor work and list the subcontractors; 2) allows CSU Channel Islands to sell a parcel of land, known as the Lemon Orchard, without being impacted by Proposition 60A; and 3) allows the CSU to certify its own projects for access compliance rather than the Department of General Services, Division of the State Architect (currently required). The CSU is considering adding its name to AB 462 (Tran), a similar bill written to grant the Department of Transportation the ability to certify its own projects for access compliance which, if approved with proposed amendments, would extend authorization to the CSU as well. Other Legislation: Assembly Concurrent Resolution 34 (Liu) was amended in the Assembly on April 28, 2005 to incorporate edits developed by CSU, UC, and CCC. ACR 34 now recommends that the space planning and use standards proposed in a 1990 report to the legislature by the California Postsecondary Education Commission (CPEC) be recognized as “guidelines” for facilities development for the CSU, community colleges and UC. The CPEC report recommends that space-planning guidelines be governed by the principles of simplicity and flexibility, and that they be applied on a campus wide basis, with space guidelines considered to be campus wide averages and not design criteria for specific projects. If adopted, the CPEC guidelines will promote flexibility for institutions to plan and operate facilities in ways that are both cost effective and student centered. Nancy Freelander-Paice, Executive Program and Fiscal Manager LAND USE PLANNING & ENVIRONMENTAL REVIEW (LUPER) David Rosso and Chuck Happe helped host the CSU Capital Training Program 2005, "Finances of Nonstate Projects", on May 12, 2005, and presented information on the requirements for CEQA and Due Diligence for property acquisition or development using nonstate funds. The use of non-state financing gives CSU key flexibility on projects such as much-needed affordable faculty and staff housing, while thorough and appropriate due diligence and attention to CSU's CEQA obligations helps to ensure that CSU's borrowing costs will remain as low as possible. Campus attendees gained a better understanding of the importance of proper site analysis and due diligence from the "lender's point of view". David Rosso, Chief of Land Use Planning & Environmental Review For the 2005/06 capital program, the Assembly Budget Subcommittee No. 2 on Education Finance approved all CSU projects requested in the 2005/06 governor’s budget ($261.5 million). The Senate Budget and Fiscal Review Subcommittee No. 1 approved all CSU projects requested in the 2005/06 governor’s budget as updated and reflected in the May 1st technical letter (including re-appropriations and two projects at East Bay and Pomona for $317.4 million). The $26 million Capital Renewal program has been included in the governor’s May revision of the budget. The purpose of the Capital Renewal program is to fund the replacement of building components and/or systems that have exceeded their useful life. Should both houses approve the few remaining items, the capital program will equal $343.4 million. The CSU 2006/07 through 2010/11 Draft Five-Year Capital Improvement program was approved at the May 2005 Board of Trustees’ meeting. State funded projects for the five-year program total $5.4 billion, while non-state funded projects for this budget period total $2.8 billion. The draft 2006/07 CSU capital budget request of $416 million for state funded projects prioritizes completion and equipment for ongoing projects; new projects addressing life safety problems and promoting code compliance in existing facilities; and renovation projects that increase capacity and modernize existing facilities or projects that construct new replacement buildings in response to academic, support program needs and enrollment demand, as appropriate. The 2006/07 through 2010/11 Final Five-Year Capital Improvement Program will be presented for approval by the Board of Trustees at the September 2005 meeting. Larry Piper, Chief of Facilities Planning The CSU is participating in the 2005 FEMA Pre-Disaster Mitigation (PDM) Grant Program. Six project applications regarding seismic were filed through the e-grant program with the Governor’s Office of Emergency Services (OES) by CPDC representing four CSU campuses. All of these projects met the eligibility requirements for submission and were accepted by OES and forwarded to FEMA for processing and review. The 2005 FEMA PDM Grant program will provide FEMA Funds Share of 75% of the total seismic retrofit costs for those projects that succeed in this competitively reviewed process with the maximum FEMA funds per project established at $3,000,000. The CSU is seeking close to $10 million total for the six projects submitted. The projects are in the review phase by FEMA and awards will be distributed before October 2005. Tom Kennedy, Chief of Architecture & Engineering Sustainability: The Sustainability Advisory Committee met May 6 at San Luis Obispo to review the first draft of the report on energy efficiency and renewable energy. The energy efficiency report highlights the results of the campus surveys on renewable energy generation applications and energy efficiency opportunities. The report’s preliminary findings indicate that the most cost effective means to reduce energy use and dependence on fossil fuels are continued investments in energy efficiency projects on our campuses. Electricity Purchase: The Electricity Contract Oversight Board (ECOB), a joint UC/CSU committee, agreed to a new 6-month contract for direct access (D/A) electric service beginning July 1, 2005 through December 31, 2005 for $72 per megawatt hour. The new contract is an increase of approximately 14 percent for energy and reflects the dramatic increases in the cost of energy worldwide. CPDC is conducting a cost benefit analysis to assess whether the campuses would benefit by returning to bundled service from the utilities. Meanwhile the Investor Owned Utilities (IOUs) have filed for tariff changes that will allow them to pass through the increased energy costs to their bundled customers. The preliminary findings indicate that the larger campuses may benefit by returning to the IOUs, while other campuses would benefit by remaining on direct access. The D/A contracts, which began in 1997, have helped the CSU avoid over $160 million in energy expenses and are anticipated to continue to provide long-term savings and control well into the future. Conservation Efforts: The UC/CSU/IOU Energy Efficiency Partnership is forecasted to meet the completion schedule of December 31, 2005 and exceed the energy reduction goals by more than 50 percent of targeted 18 million kilowatt hours of avoided energy use, which is setting the stage for success for the new 2006/08 program. The new program application currently being drafted seeks a 3-year $45 million funding request for Monitoring Based Commissioning (MBCx) and energy retrofits for CSU/UC. Physical Plant Operations: In May, CPDC launched the first in a series of training sessions for central plant design and operations. The first session, ‘Central Plant Optimization and Demand Side Management Strategies, was presented by four members of the CSU Mechanical Review Board (MRB). The programs are targeted to campus staff in both Design/Construction and Plant Operations to promote facility designs that are cost effective to operate and maintain. Attendees included Executive Deans, Plant Directors, Energy Managers and Plant Operators, who rated the first session overall as excellent for content and presentation material. This diverse group provided valuable feedback to the MRB members, which will be used to guide future policies and provide operational strategies to improve plant operations and building performance. Len Pettis, Chief of Plant, Energy & Utilities Construction Manager at Risk: The CM at Risk Model & Guidelines manual has been updated and is on the CPDC web site. Campus project administrators are encouraged to download the manual for review. During April, CPDC held two successful CM at Risk roundtable workshops, one at CSU Sacramento and the other at the Chancellor’s Office. Bruce Walker from Sonoma and Johan Uyttewaal from San Luis Obispo participated on a panel discussing lessons learned. Subcontractor Pre-qualification: In March, the CSU Pre-qualification Committee convened its annual meeting to discuss the pre-qualification process. The International Brotherhood of Electrical Workers had requested that the CSU implement a pre-qualification requirement that all electrical workers be certified, and that apprentices have specific training, in accordance with the requirements implemented by the Department of Industrial Relations. The committee discussed the possibility of implementing this request, and agreed that it was not appropriate to include the worker certification requirements in CSU contract language or in the pre-qualification process. However, subcontractor pre-qualification was discussed, and the following was agreed upon in a subsequent meeting of executive deans:
A standard format draft will be presented to a sub- committee of the Executive Deans at their June 10 meeting. Once this format is approved, it will be presented at the July Construction Management Procedures training and placed on the CPDC web site. Jim Corsar, Chief of Construction Management |
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CONTRACT SERVICES AND PROCUREMENT Contract
Services and Procurement (CS&P)
These and other systemwide contracts for goods and services can be found on the Systemwide Contract Store at www.calstate.edu/csp. New
Staffing Appointment
Information
on all Chancellor’s Office and systemwide bidding opportunities
can be found at the web site: http://www.planetbids.com/csuco/bidframe.cfm.
Further information can be obtained at: http://www.calstate.edu/csp/ or by contacting Tom Roberts, Director, CS&P (562) 951-4583. Trustees Sell $802 million in Systemwide Revenue Bonds: On March 23, 2005, the Trustees of the CSU sold $801,910,000 of Systemwide Revenue Bonds, for an all-in, true interest cost of 4.637%. These long-term bonds were used to finance 17 new campus projects or acquisitions for $463 million, to refinance 7 existing CSU debt issuances under the Dormitory Revenue Fund bonds for $209 million, and to refinance 3 projects originally financed through CSU auxiliaries’ bonds for $130 million. This SRB issuance was more than twice the size of any previous SRB issuance, and brings the total debt outstanding under the SRB program to over $1.5 billion. The Trustees have a rating of “A” on its SRB debt from Standard & Poors and a rating of “A1” from Moody’s Investors Service. The Series 2005A&B bonds were insured with Ambac Assurance and carry an “AAA” rating. Colleen Nickles, Senior Director |
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| INFORMATION
TECHNOLOGY SERVICES (ITS) Advancing the Planning: The Academic Technology Advisory Committee (ATAC) had its fourth meeting for the 2004-2005 academic year on April 5, 2005 and its next meeting will be June 3, 2005. The Provosts’ Technology Steering Committee (PTSC) met April 12, 2005 and focused on: 1) campus consultation strategies for the systemwide Learning Management Systems strategic planning, 2) strategies for discipline-specific teaching-learning communities that will implement systemwide professional development projects, and 3) planning an academic technology session for the Academic Council Retreat. Academic Technology Initiatives: The CSU Executive Council formally approved 8 academic technology initiatives recommended by the Academic Technology Planning Committee in and gave priority to four of these. See the report at http://its.calstate.edu/academic_technology/ATPC_Report_FINAL_07162003.doc. Work has progressed on three initiatives. 1.
Foundational Skills: 1. Foundational Skills –
Enabling students to be ready for a successful CSU education
with foundational academic skills.
2.
E-Learning Framework Initiative – Making usable
and effective teaching and learning environments with technology
3.
Digital Marketplace Initiative: - Reduces cost and
increases convenience/usability of academic technology content
and tools
Library Strategic Plan: The review and comment period for the systemwide library strategic plan has closed. Overall, comments on the draft have been positive, and the Council of Library Directors is preparing the final draft for publication in June. The plan will guide collaborative library projects for the next three years and will be updated annually to reflect changes in technology and the information environment. Information Literacy and Technology Skills Assessment: CSU campuses have completed the first large-scale administration of the newly developed ICT Literacy Assessment. The target of 3,000 participants was exceeded thanks to the outstanding efforts of the campus teams charged with organizing and administering the two-hour assessment. Campuses will receive scoring results from ETS in July, but initial feedback from student exit surveys indicates that most found the test appropriately challenging and engaging. The ICT (Information and Communication Technology) Assessment, developed by ETS in partnership with the CSU and other universities, contains interactive and realistic simulations of information resources and applications such as the Web, article databases, and spreadsheet and word processing to track and evaluate how students actually go about solving problems with information technology. More information about the assessment is at http://www.calstate.edu/ls/infocomm.shtml. COMMON MANAGEMENT SYSTEMS (CMS) Finance
Update: Twenty campuses and the Chancellor’s
Office are now live on Finance 8.4. Eighteen of the twenty-one
sites live on Finance 8.4 will, for the first time, close this
fiscal year using the Corporate Data Integrity Package (CDIP).
In preparation for the year-end close, the FUG (Finance Users
Group) along with CMS staff hosted a Year-End training workshop
on May 11 with an attendance of over 130 campus representatives.
Staff from five campuses (including representation from the
three campuses that closed using CDIP last year), in addition
to central CMS staff, participated in presenting the workshop. Student Administration Update: The SA (Student Administration) go-live activity remains on schedule. Chico has completed their first registration by appointment (Fall 2005) that included participation of over 11,000 students. Chico is currently conducting Fall 2005 open registration and successfully ran tuition calculation. Channel Islands is live with the Student Financials and Financial Aid modules. Cal Poly San Luis Obispo continues to prepare for their SA implementation testing, building and training. Sonoma is evaluating implementing Admissions self-service. Sonoma was successful in deploying the mass email functionality in one department and will now expand that new functionality across additional campus departments. Human Resources Update: Update: Many of the campuses that are live on HRSA 8.0 are currently conducting evaluations of HR self-service for either an initial implementation of HR self-service or expanding the existing functionality available through CMS baseline. HCM (Human Capital Management) 8.9 Upgrade: The majority of the Human Resources & Student Administration fit gap sessions were concluded. Current activities are focused on developing the functional design and determining the scope of the modifications for review and approval from the user groups. The CMS upgrade team will be working with the HCM 8.9 upgrade pilot campuses (San Jose and San Bernardino) to finalize the testing and the campus upgrade details. Campuses have identified their anticipated completion date for the HCM 8.9 upgrade. CMS
Data Warehouse Update: The delivery of the initial
phase of this project will facilitate operational reporting
from PeopleSoft applications and provide a mechanism for campuses
to integrate other information with PeopleSoft information to
meet a variety of campus reporting needs. "CMS Data Warehousing,"
a new Web page, provides current data warehouse project information.
This link can be found on the CMS Web site, http://cms.calstate.edu,
under the "Applications" menu. Along with updates to the web site, communication with CMS system-wide teams (Project Directors and User Groups) and IR Directors will be ongoing. Recent presentations across the CSU have included basic information about data warehousing, pilot campus considerations and the content of the awarded contracts. HOSS Data Center Services: Three vendor responses to the RFP for CMS Data Center Services were received on April 7, 2005 and are currently under evaluation by the committee appointed by the CMS Executive Committee. Completion of the evaluation is on schedule and selection of the vendor is targeted for early June. TECHNOLOGY INFRASTRUCTURE SERVICES Infrastructure Build-Out Projects - Stage 1 and Stage 2: Infrastructure Build-Out Project - Stage 1 and Stage 2: Construction for the Phase 1 and Phase 2 campuses continues, with almost 90 percent of the projects now fully complete, and all but one still expected to be finished by mid-summer 2005. Seven of the eight Phase 3 sites, San Marcos, Bakersfield, San Jose, Fresno, Fullerton and San Francisco and San Diego, have started Stage 1 construction. Monterey Bay is working to complete its Stage 1 bidding process. All campuses have now either completed or are actively engaged in Stage 2 activities. Within the previous three months, Los Angeles, Long Beach and San Luis Obispo have held their final close-out meetings to mark completion of their projects. East Bay is in the closeout process and is expected to complete their project in May. TIS and campus representatives are in the initial stages of designing a methodology to refresh network equipment. Work on refresh criteria will continue throughout 2005. (As a reminder, the 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.) Network Management System (NMS): NMS, a set of software tools that allows campuses to monitor and measure their network performance and quickly identify points of failure when problems arise, has been installed on all 23 campuses. Implementation of the latest NMS version is now complete. This new version updated the network management tools to coincide with current vendor software releases. Network 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. The Network Technology Alliance (NTA) Committee’s Asset Management Working Group has proposed a model that calls for a centralized datacenter facility capable of supporting all CSU campuses. TIS is investigating the possibility of accomplishing this at the Chancellor’s Office WestEd facility. NTA’s recent study of NIAMS options has provided insight into the relative readiness of CSU campuses to employ such tools. Those campuses that are ready to use the tool will move forward with implementations in the near term while those not ready will take steps to prepare for an eventual implementation of the software. TIS staff and NTA’s NIAMS working group are developing recommendations for a set of baseline record-keeping data elements to be maintained by all CSU campuses, regardless of implementation status. Campus Access Infrastructure Initiative (CAI): is a system-wide program that will install and thereafter maintain the infrastructure required to connect each campus local area network (LAN) to the new CENIC wide-area network backbone (WAN). CAI will address the CSU's growing requirement for improved network reliability by providing services that will enhance network capacity and increased stability. The Technology Steering Committee (TSC) has approved the project and the contract with CENIC for managed services and installation has been finalized. Orders for the first phase of campuses have been submitted and implementation is targeted to begin in Summer 2005. INFORMATION
SECURITY OTHER |
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ADVOCACY
AND INSTITUTIONAL RELATIONS Copies of CSU Legislative Reports and other legislative information pertaining to the CSU are available on the AIR website at: http://www.calstate.edu/GA/ |
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| Review
past issues at the CSU Business & Finance News archives.
Visit the CSU Business and
Finance website. Subscription Information: Questions related to receiving the B&F Newsletter or changes in e-mail addresses should be directed to Majjie Smith at (562) 951-4554 or msmith@calstate.edu. |
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