Lenz, Assistant Vice Chancellor
Senate and Assembly budget subcommittees have thoroughly
reviewed the Governor’s proposed budget recommendations
and allowed considerable testimony from DOF, the LAO,
CSU, and the public. Prior to the budget subcommittee
taking final action on the Governor’s January budget,
the Governor announced a Compact for Higher Education
with the California State University and the University
of California. This Compact represented an understanding
that the CSU and UC would manage the Governor’s
proposed 2004-05 budget reductions, and in return the
two higher education systems would receive a long-term
funding agreement from the Governor beginning in the 2005-06
fiscal year. This agreement caused great concern within
the legislature, which wanted to use the higher education
budget reductions as leverage to initiate a tax increase.
their final actions, the Senate approved an augmentation
of $247.4 million and the Assembly $218.6 million to address
CSU funding priorities that include enrollment growth,
outreach programs, cost-of-living adjustment, and funding
to offset increases in student fees. Both subcommittees
took action to deny the Governor's proposed redirection
of first-time freshman to the community colleges and reject
the implementation of an "excess units" recommendation.
Assembly took further action to add Budget Bill Language
(BBL) to redirect up to $1 million for another study on
the CSU Common Management System, BBL to redirect $800,000
from the Chancellor's Office budget to the Academic
Senate for a pilot program on technology assisted course
redesign, and Supplemental Report Language (SRL) regarding
campus implementation of funding appropriated in the 2004-05
budget. At this point, the two-house budget conference
committee has acted upon few issues and the legislature
has not concluded their budget negotiations with the Governor.
BUSINESS PLANNING &
Lenore Rozner, Assistant Vice Chancellor
Impact Report: ICF Consulting has been engaged
to conduct a study and document the positive economic
and other impacts resulting from the CSU's existence.
The two phases of the study will cover the local, regional
and statewide impacts of the campuses and the CSU on the
economy, workforce development and social benefits. The
report is planned for completion in early fall 2004.
IMPROVEMENT (QI) PROGRAMS
Satisfaction Survey Update: Results for the 2004
Customer Satisfaction Surveys were distributed to campus
coordinators on June 30th. Campus summary reports will
be sent to vice presidents for the functional areas within
their respective divisions. Web conferences were held
to review results, lessons learned, and enhancements to
be added for next year's initiative, including online
real-time results for campuses to view/download results
at any point throughout the survey period and/or immediately
upon close, as well as adding campus logos to the survey
instrument. An archive of the web conference will be available
on the QI website. For more information, contact Matthew
Ceppi at email@example.com
Seminar Series Archives: Archives of the May
Web Seminar Series are available at www.calstate.edu/qi
to be accessed directly from the desktop via the web anytime.
Seminar speakers included Chancellor Reed; Chancellor
Bob Hemenway of the University of Kansas; Ralph Wolff,
Executive Director, Western Association for Schools and
Colleges; and Phil Hart, Executive Vice President and
COO for Lockheed Federal Credit Union on their implementation
of the Balanced Scorecard. Employees are encouraged to
view these 1-1 ½ hour sessions at their convenience
to learn more about operations measurement and process
Annual Report: The Quality Improvement Annual
Report will be published in September to be ready for
distribution at the September Board of Trustees meeting.
The Quality Improvement Planning Committee is providing
all campuses an opportunity to highlight their quality
improvement activities. Specific utilization of the systemwide
QI Program tools is not a requirement for inclusion in
have been asked to submit via their campus Quality Improvement
Facilitator a one-page summary of activities taking place.
The deadline for submissions is July 15, 2004.
(The list of campus facilitators can be found at: www.calstate.edu/Qi/Committees/qifac.shtml)
more information, contact Vicki Stover, Chair, QI Planning
Committee at (805) 756-2171 or firstname.lastname@example.org,
or Matthew Ceppi, Acting Manager, Quality Improvement
at (562) 951-4547 or email@example.com
Showcase: The QI Showcase, launched in June,
is intended to foster the collaboration and transfer of
information and case studies on quality initiatives occurring
on CSU campuses. This may be a Balanced Scorecard effort,
an employee suggestion initiative, focus groups, or a
process mapping or process improvement example, to name
a few. 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
Acting Manager, Quality Improvement Program
PLANNING, DESIGN AND CONSTRUCTION
F. San Juan, Assistant Vice Chancellor
Committee on Campus Planning,
Buildings and Grounds
– Due Date for Agenda Items:
The schedule for the 2004 Board of Trustees meeting dates
has been posted on the trustees’ website: http://www.calstate.edu/PA/info/BOTdates.shtml.
Below are the due dates (to CPDC) for Campus Planning,
Building and Grounds Committee agenda items.
and related submission material required for CPBG agenda
items are at http://www.calstate.edu/CPDC/Executive/index.shtml
Freelander-Paice, Executive Program & Fiscal Manager
Space and Facilities Database (SFDB) Phase II will be
launched this August. In October 2003, CPDC successfully
introduced the Phase I SFDB to CSU campuses. The SFDB
is the official data warehouse for all facilities and
space in the California State University system. Some
of the new features introduced with the Phase I software
update included a web-enabled database site with automatic
reporting capabilities, and a campus-controlled editing
process for space updates and changes.
Now that the Phase I software has been successfully tested
and installed, CPDC will be hosting campus training on
the Phase II SFDB. The Phase II SFDB will provide campuses
with direct data entry, auto data validation and space
update analysis and reporting tools. Campus management
of their space inventory will now be completely web-based
and user-friendly. Annual updates will be entered directly
at the campus and approved by CPDC. This provides greater
flexibility and reliability of data for both campus and
Chancellor's Office staff. The success of the SFDB model
will be emulated in the design of future web-based facilities
management programs to assist campuses in all phases of
capital planning and management.
Piper, Chief of Facilities Planning
USE PLANNING AND ENVIRONMENTAL REVIEW
will be presenting a systemwide seminar on faculty/staff
housing development for interested campus personnel at
CSU Channel Islands on July 21 from 10:00 a.m. to 4:00
p.m. Conveners include CPDC staff and Dennis Hordyk, Assistant
Vice Chancellor for Financial Services, who will share
his experience with bond financing for these types of
projects. Tours of the completed for-sale housing and
for-rent apartments will be given in the morning, and
a roundtable discussion by participants will be held in
the afternoon. CPDC is currently working with the Sonoma,
Monterey Bay, and Channel Islands campuses on significant
faculty/staff housing development proposals. The issue
of affordable housing for CSU faculty and staff has become
significant for a number of campuses in their job recruiting
efforts. For more information contact Deborah Wylie at
Rosso, Chief of Land Use Planning & Environmental
Review Board Campus Visits: The CSU Mechanical
Review Board (MRB) is an advisory group of private-sector
mechanical systems experts assembled to help improve the
quality and performance of the mechanical and energy systems
that CSU builds, renovates, and operates as a part of
the systemwide major capital program.
gain a better understanding of the problems faced from
a campus perspective, the MRB members will be visiting
campuses in teams this summer seeking candid campus staff
discussions on what has been working well for the campus
and what needs to be improved. Based on this input, the
MRB will be tasked to align priorities to these expressed/observed
needs. This information gathering and relevant response
model was based on the Balanced Scorecard system that
CPDC is implementing internally.
Design: UC Santa Barbara hosted a UC/CSU Sustainable
Design Conference in late June. University staff and students
from both systems, and sustainable vendors and consultants
attended the conference. Tyler Middlestadt, Cal Poly San
Luis Obispo student, and Tom Jones, Dean of College of
Architecture and Environmental Design at Cal Poly San
Luis Obispo, both delivered keynote addresses.
many sessions referenced the LEED certification process,
the emphasis was on comprehensive design to truly achieve
sustainable solutions. There was general agreement that
energy conservation, renewable energy production, and
geographically sensitive solutions have proven most effective
in attaining sustainable solutions. The electric bicycles
(as alternate to campus vehicles) that were available
for loan proved to be the hit of the show!
Kennedy, Chief of Architecture and Engineering
Updates: CPDC has proposed modifications to SUAM,
Section XII, and circulated them with the Executive Committee
of the Executive Deans for review. Once the committee
has approved these changes, the newly revised Section
XII of SUAM will be posted to the CPDC web site. In the
area of project closeout, we have proposed the following
9826, Failure to Prosecute Work (Failure to Perform):
when a contractor is not diligently pursuing project
closeout, we refer to Section 9830.01
Section 9830.01, Pre-final Inspection of Construction:
on average, the punch list should be addressed/completed
within two months of the issuance of the complete and
final punch list. If not, the CSU should review the
necessity of a 10843-a letter to the Contractor.
Section 9830.02, Occupancy Prior to Completion: when
the campus wants to occupy a building prior to completion,
the construction administrator shall notify the contractor
by issuing a field instruction stating that occupancy
will occur on a specific date or specific time.
remaining change occurs in Section 9701.08, Construction
Manager at Risk with Guaranteed Maximum Price Projects.
The requirement that CM at Risk be used for state funded
major capital outlay projects only has been removed, and
a process for obtaining approval to utilize the CM at
Risk procurement method has been added. The campus executive
dean must submit a request in writing to the assistant
vice chancellor of CPDC to use the CM at Risk procurement
process, with copies to the CPDC chief of construction
management and the facility planner. This request must
provide certification that the project’s program
is 100% complete. Once approved, CPDC’s assistant
vice chancellor will issue an authorization memo to the
campus executive dean.
Corsar, Chief of Construction Management
ENERGY AND UTILITIES
Energy Outlook Update: Representatives from California
Energy Commission (CEC) and California Public Utilities
Commission (CPUC) presented an updated energy outlook
for summer 2004 (June through October), calling for close
monitoring and prudent use of electricity resources as
well as public awareness and demand reduction programs.
On very hot days, statewide projected operating reserves
may drop as low as 4.8%, triggering demand response programs.
Compared with the preliminary outlook presented in January,
CEC currently projects higher demand (up 3.5% over 2003
versus 2.6% previously, reflecting stronger economic growth)
and lower spot market imports (due to northwest transmission
line repairs). For the near term, CEC and CPUC recommended
that the state promote energy conservation and peak demand
reduction through the Flex Your Power public awareness
campaign, rebates, appliance recycling and demand response
programs. For the longer term, CEC and CPUC called for
continued emphasis on efficiency, such as retrofitting
state buildings; installing LED traffic signals; and increasing
funding for demand reduction programs. Flex Your Power
campuses are poised to participate in this summer's demand
Renewal Resource Model Update: Training for the
Facility Renewal Resource Model (FRRM) program was held
recently at California State University Maritime Academy and San Diego
State University. Topics covered at the training included
system enhancements and the 2004 update process. The FRRM
system is a statistical tool used for projecting deferred
maintenance and estimating the annual funding required
for capital renewal.
Efficiency Partnership Program Update: The first
group of energy efficiency retrofit projects have been
approved at three campuses: Hayward, San Bernardino, and
San Francisco. A call letter soliciting Monitoring-Based
Commissioning projects, the second element of the Partnership
program, is planned for July. Monitoring-Based Commissioning
is a program that obtains energy savings through the installation
of energy monitoring and metering equipment at the building
submeter and system level. Campuses will engage a commissioning
agent to identify building system operational deficiencies
and train staff in the process. The permanently installed
monitoring equipment will be used to sustain and improve
operational efficiencies on an ongoing basis.
Pettis, Chief of Plant, Energy, & Utilities
Dennis Hordyk, Assistant Vice Chancellor
SERVICES AND PROCUREMENT
Contract Resources Library (CRL) postings:
Provisions and Bidder Certifications CRL 061 and CSU
Bidder Certifications –
CRL 062 – (CS&P Bulletin 04-04) assists
in the development of solicitations.
Manual for Contracting & Procurement, Revision 4/20/04
– (CS&P Bulletin 04-06) incorporates routine
changes to better fit the CSU’s procurement authority
as well as requirements resulting from audits and new
General Provisions – Revision 4/20/04
– (CS&P Bulletin 04-07) replaces CRL 020 and
050 and establishes 060 for CSU general provisions for
information technology acquisitions.
Order Contract (JOC) – Master Enabling
Agreement (CS&P Bulletin 04-08) between the CSU
and The Gordian Group for governing and implementation
of a fully functional JOC system.
Addition to ASAP Agreement: The CSU systemwide
pricing agreements for Adobe, FileMaker and Symantec software
have been managed through Compucom (the California State
Computer Store). ASAP Software Express currently manages
the CSU Microsoft Campus and Select Agreements. Beginning
with the Adobe pricing agreement, products currently ordered
through Compucom will transition to ASAP. When complete,
Compucom will no longer manage any CSU software agreements
and the CSU campuses will have a single reseller coordinating
CSU purchases for desktop and server software under systemwide
current agreement prices will not be affected. For additional
information and contact numbers for ASAP, please visit
the Systemwide Contract Store at www.calstate.edu/csp/.
Questions on these process changes can be directed to:
Procurement and Support Services Officers Association
will be holding its next quarterly meeting September 22
& 23, hosted by San Francisco State University. The
specific location will be determined at a later date.
information can be obtained at: http://www.calstate.edu/csp/
or by contacting Pat Dayneko at 562-951-4595.
Union Decentralization Training Workshops: Financing
and Treasury is developing a training workshop for campuses
affected by the decentralization of the student union
program. The workshop will cover: changes to the review
and approval of student union budgets and the accounting
system, and impacts to campuses and unions related to
Executive Order 876, Financing and Debt Management. The
workshop will be held in both southern and northern California
locations in early fall. Registration information will
be sent out as soon as the dates are firmed.
further information on the agenda, please contact Rosa
H. Renaud at firstname.lastname@example.org or her staff, Angelique
Sutanto at email@example.com or (562) 951-4570. For
registration information, please contact Semone Simmons
or (562) 951-4570.
Nickles, Senior Director
the Executive Council meeting in June 2004, James Lee
Witt and Charlene Minnick presented an overview of the
Executive Course on the Standardized Emergency Management
Workers' Compensation Reform: The CSURMA
requested that Driver Alliant explore the excess workers'
compensation insurance market in a continuing effort to
minimize cost increases. By increasing the self-insured
retention to $2.5 million per occurrence and by negotiating
with the underwriter, Driver Alliant was able to secure
a rate that was considerably less than what was offered
through our current excess JPA.
of the many changes in the workers' compensation
law was last year's Senate Bill 228 and which was
further defined in this year's Senate Bill 899,
which made Utilization Review (UR) mandatory under the
labor code instead of a regulation. Utilization Review
determines the appropriateness and medical necessity of
treatment requests for injured workers in the workers'
compensation process. GENEX, a workers' compensation
UR and Bill Review company has been selected to handle
the CSU's Utilization Review of treatment plans.
Vehicle Self Insurance Premiums Skyrocket:
The State Motor Vehicle Insurance Account (SMVIA) is funded
through assessment charges to state agencies that own
vehicles. While this is the basis for distributing premiums,
the program provides third party liability coverage for
all employees traveling on university business. Specific
rates are largely determined by each state agency's experience
and amounts projected to be expended to pay claim settlements
and administrative expenses such as adjusting and defense
costs. CSU's premium for the fiscal year 04/05 is $3.8
million. For comparative purposes, last year the systemwide
total for this coverage was $632,000. The CSU has experienced
several catastrophic claims and the SMVIA needs to replenish
its reserves. The Office of Risk Management is continuing
to explore alternatives to offset this increase.
Financial Analysis: As covered at the year-end
financial workshops, queries are available on the web
to facilitate campuses’ annual year-end expenditure
variance analysis. Certifications and variance explanations
are due by August 13 to Financial Services.
Unrelated Business Income
(UBI) Tax Workshop: On September 8, 2004, the Chancellor's
Office will host a one-day workshop dedicated exclusively
to "Unrelated Business Income Tax" issues facing
colleges and universities. In general, exempt organizations
such as colleges and universities do not pay income tax.
However, there are sometimes trade or business activities
unrelated to the exempt purposes, and the income derived
from these transactions is taxable.
The workshop will be conducted by KPMG
and other tax experts, and is designed to help campuses
and auxiliaries gain a better understanding of what to
report as UBI and related deductions, especially in the
controversial categories such as website advertising,
technology transfers, scoreboard and athletic facility
rental, off campus network, corporate sponsorships, etc.
The workshop format will include lecture,
case studies, presentations from campuses and an open
forum for questions and answers. It is highly dynamic,
and should allow for maximum interaction among attendants.
The workshop will be held at the Chancellor's
Office. Registration information is being sent to campus
tax coordinators. For more information, contact Lam Le
TECHNOLOGY SERVICES (ITS)|
Ernst, Assistant Vice Chancellor
Technology Initiatives: The first four Academic
Technology Initiatives are underway. Below is a status of
each. ITS will report on the accomplishments of these initiatives
in the September B&F Newsletter.
Foundational Skills: Part 1 - The Math Success Website
Outcomes: By July 2004, prospective and admitted
CSU students will have an online service to
Get clear and authoritative advice on why and how to
prepare for CSU math requirements
a personal math preparation plan of action
Provide access to instructional options to satisfy CSU
Strategy: Develop a CSU Math Success Website
and support an outreach process to raise awareness
of individual student’s math proficiency needs,
CSU requirements for math proficiencies, and strategies
for developing math proficiencies to satisfy math requirements.
The CSU Math Success Website will also enable
access to instructional strategies for developing
math proficiencies to satisfy math requirements.
E-Learning Framework Initiative
Outcome: Enable faculty, staff, and students to
effectively use academic technology content and tools
in their courses to produce desired teaching and learning
Strategy: Improve the usability and integration
of academic technologies of course management systems
(WebCT/Bb/Other), CSU library services, digital libraries
(e.g. MERLOT), and CMS-PeopleSoft.
Digital Marketplace Initiative
Outcome: Reduce cost and increase convenience/usability
of academic technology content and tools
Organize the purchasing power of the CSU by voluntarily
and collectively identify, negotiating, and purchasing
academic technology products and services (SWAT-SystemWide
Acquisition of Technology).
the CSU to effectively, efficiently, and securely
distribute academic technology products and services
(Digital Marketplace Service).
4. Student Success Initiative
Provide students and CSU staff access to accurate and
timely degree audits to improve academic advising and
Strategy: Design and deliver degree audit capabilities
to campuses with CMS-PeopleSoft.
of Academic Technology: Glenda Morgan is the
new Director of Academic Technology Initiatives in the
division of Academic Affairs at the CO. She comes to us
from the University of Wisconsin System, having worked
with libraries there and worked on many issues related
to faculty development, intellectual property, and LMS’s.
She is a welcome addition to the CSU.
Project: Stage 1 and Stage 2: (As a reminder,
Stage 1 refers to the physical construction of pathways,
spaces and media on campuses; Stage 2 represents the installation
of the necessary electronic infrastructure components.
three phases group campuses in the order that they undertake
the TII project.)
Construction at the fourteen TII Phase 1 and Phase 2 campuses
continues. All construction projects, but for one campus,
are expected to be fully complete by mid-summer 2005.
Most Phase 3 sites are in the bidding process, with two
campuses, Bakersfield and San Jose, to initiate construction
soon. Project staff anticipate that all Phase 3 campuses
will begin Stage 1 construction by late fall 2004.
Seven campuses (Dominguez Hills, Long Beach, 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, that meets the
CSU baseline standards for supporting the needs of campus
students, faculty and staff. An additional campus, Los
Angeles, is expected to complete Stage 2 by July of this
Management System (NMS):
NMS, a set of software tools that allows campuses to monitor
and measure their network performance, has been installed
on all 23 campuses. The tools allow campus staff to quickly
identify points of failure when problems arise and to maintain
network stability. TII and campus staff are currently working
on the next version of NMS which will update the tools to
coincide with current vendor software releases. It is anticipated
that rollout of the updated tools to all campuses will be
completed by December 2004.
Incident Response Team: CSU will begin collaborating
with Carnegie Mellon University’s Software Engineering
Institute to offer improved handling of network system
security incidents at each of the 23 CSU campuses. The
first phase of this effort calls for creation of a baseline
framework for incident handling. In an optional second
phase, advanced security incident response capabilities
would be addressed through staff training and development.
Technology on Executive Council Retreat Agenda: The
Executive Council discussed the status and future on information
technology in the CSU. Prior to the agenda, presidents
were polled about their perceptions of the most critical
IT issues facing CSU. In addition to addressing these
issues, the Executive Council discussed leveraging the
investments that CSU has made in IT Infrastructure and
administrative information systems and working together
to use technology to improve learning and teaching. Another
focus was on the increasingly urgent issue of information
Security Management: A recruitment is underway
for a Senior Director of Information Security Management
within the office of Information Technology Services.
The position will report to Assistant Vice Chancellor
and Chief Technology Officer, David J. Ernst. For more
information, please visit the Human Resources website
Measures of Success:
annual Campus Information Technology Survey is being completed
by each of the 23 campuses. Results are due August 2,
2004. The biennial surveys of faculty and staff are also
underway; the next student survey is scheduled for 2005.
Y. Zamarippa, 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/
past issues at the CSU Business & Finance News
Visit the CSU Business
and Finance website.
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 firstname.lastname@example.org.