P. West, Executive Vice Chancellor and Chief Financial
from the Departments
Lenz, Assistant Vice Chancellor
Planning and Information Management
Rozner, Assistant Vice Chancellor
Planning, Design and Construction
F. San Juan, Assistant Vice Chancellor
Hordyk, Assistant Vice Chancellor
Ernst , Assistant Vice Chancellor
Y. Zamarippa, Assistant Vice Chancellor
of CSU Legislative Reports and other legislative information pertaining
to the CSU are available on the OGA website at: http://www.calstate.edu/GA/
Lenz, Assistant Vice Chancellor
Senate and Assembly leadership came to an agreement with the
Governor that was subsequently adopted by the two-house budget
conference committee. This agreement rejected the Administration’s
recommendation to redirect 3,800 first-time freshmen from the
CSU to the community colleges by providing a budget augmentation
of $21.3 million. As part of this specific recommendation, the
conference committee adopted budget bill language requiring
the CSU, and requesting the UC, to establish a systemwide dual
admissions program where students could voluntarily attend a
California community college, get their community college fees
waived, and subsequently be admitted to the CSU (and the UC).
leadership agreement with the Governor also provided an additional
$12 million to fund student access and $7 million for outreach
programs, academic preparation, and the Educational
Program (EOP). The $7 million, added to the $45 million that CSU
was redirecting for these programs, allowed the CSU to fully retain
the $52 million that was proposed for elimination in the Governor’s
the CSU was provided with $40.3 million for enrollment and outreach
programs, academic preparation, and EOP, it should be recognized
that the net fiscal impact to the CSU in the 2004-05 fiscal
year resulted in a loss of $157 million versus the prior year’s
budget. Given the 2004-05 budget reductions and budget cuts
from the prior two fiscal years, the CSU is still facing a net
fiscal impact of $524 million.
Compact Agreement for Higher Education which starts in the 2005-06
fiscal year will begin the recovery efforts to reinvest in the
California State University. The 2005-06 CSU Budget assumes
a 3 percent base state General Fund increase, funding for 2.5
percent enrollment growth, and an 8 percent increase in undergraduate
student fees as represented in the Higher Education Compact.
The budget is likely to include a set-aside of 25 percent from
new student fee revenue for State University Grants. Given the
state’s fiscal condition, it is uncertain if the Governor
or the legislature will be able to address additional long-standing
fiscal issues within the CSU above the agreed Compact amount.
PLANNING & INFORMATION MANAGEMENT
Lenore Rozner, Assistant Vice Chancellor
Improvement Biennial Report Draft – The Quality
Improvement Biennial Report draft campus submissions will be
distributed in September to campus Quality Improvement Facilitators
for review and approval. Campuses will be given a limited time
to review their submissions and make any modifications. The
report will be released in early November. For more information,
contact Briana Anderson at email@example.com
or (562) 951-4552.
Improvement Awards: The recipients of the annual Quality
Improvement Awards were announced in the August edition of the
Quality Improvement E-Newsletter. These individuals and teams
are recognized for their extraordinary efforts – often
beyond the requirements of their regular job assignments –
to promote continuous improvement in CSU operations. The Quality
Improvement Facilitator of the Year is Ms. Sarah Whyte, CSU
Sacramento. Other awardees and their accomplishments can be
seen in the August newsletter by going to www.calstate.edu/qi
and clicking on “Newsletters”.
Acting Manager, Quality Improvement Program
PLANNING, DESIGN AND CONSTRUCTION
F. San Juan, Assistant Vice Chancellor
Capital Training Program:
The CSU Facilities Management Institute is finalizing the 2005
Capital Training Program calendar. While many of the offerings
are the same or similar to recent sessions, there will be a
few changes to integrate training needs and respond to attendees’
comments. The well-received training for campus financial staff
(Finances of Non-state Bond Funded Capital Projects) conducted
in September 2003 and training for the Space and Facilities
Database (SFDB) will be slated on the Institute’s program
calendar for the first time. The calendar will be posted on
the website later this month.
will be hosting a systemwide facilities planning and management
conference next year. Please reserve August 6 – 10, 2005
for this important event. Sustainability will be a significant
element of the conference, both as an individual study and woven
into the design, construction, and maintenance of our facilities.
More detailed conference information will soon be forthcoming.
Freelander-Paice, Executive Program & Fiscal Manager
2005/06 State and Non-state Funded Capital Outlay Program and
the 2005/06 through 2009/10 Five-Year Capital Improvement Program
is proposed for approval by the trustees at the September 2004
board meeting. The 2005/06 program supports over $289 million
for state funded projects, including $16 million for Minor Capital
Outlay projects and $26 million for Capital Renewal projects.
Funding for the 2005/06 capital program was included in the
Proposition 55 general obligation bond measure of March 2004.
budgets included in the 2005/06 Capital Outlay Program reflect
a significant escalation in the cost of building materials over
the past year, reinforced by the California Construction Cost
Index increase of 5.5%. In addition to rampant building cost
escalation, university facilities are impacted by a loss of
useable classroom and office space necessitated by compliance
with building code changes related to accessibility and telecommunications
standards. As a result, the Facility Cost Guide for the 2006/07
Capital Outlay Program will include a reduction in building
efficiencies by 2% for classrooms and 3% for laboratories.
Governor’s Higher Education Compact with the CSU and the
UC supports future capital outlay funding from general obligation
bonds to finance high priority facility projects. The CSU’s
2006/07 state funded program is proposed to be funded from a
new general obligation bond slated for a March or November 2006
Piper, Chief of Facilities Planning
USE PLANNING AND ENVIRONMENTAL REVIEW
May 11, 2004, the Governor issued Executive Order S-10-04, also
known as the California Performance Review (CPR), which promotes
proactive real property asset management for the State of California.
This resulted in not only the annual reporting deadline being
moved up, but also additional reporting requirements being added
to the Department of General Service’s (DGS) Statewide
Property Inventory (SPI). The SPI previously included all real
property and structure data, and now also requires that CSU
report data on leased property. Thanks to the efforts of Contract
Services & Procurement (CS&P) staff, CPDC’s Space
Management staff, and the great cooperation from the procurement
and planning staffs at the campuses, the reports were submitted
on time. As soon as DGS sends the requirements for reporting
new lease data throughout the year, CS&P will update the
lease procedures for the campuses.
accurate picture of the CSU’s property is very important
in view of the state’s increased effort to identify surplus
property. While the CSU does have undeveloped property that
may appear as surplus to others, it has been master planned
by the trustees for the necessary accommodation of planned growth
and future use. An accurate SPI helps to give a clear picture
July 21, 2004 CPDC Conference on Faculty/Staff Housing, held
at CSU Channel Islands, was well attended by 29 conferees representing
10 campuses and the Chancellor's Office. The agenda included
an open forum discussion of campuses' needs for affordable housing
near the campus and the experiences of those involved in the
900-unit University Glen development at the Channel Islands
campus. Attendees also toured the partially completed housing
development and the new student housing facility. Below market
price housing for faculty and staff is a topic of significant
interest on many CSU campuses, given the tight housing market
in most areas of California and the affordability range for
newly recruited faculty and staff.
Rosso, Chief of Land Use Planning & Environmental Review
to Seismic Retrofit Listing May Shake Up Future Capital Project
Priority Lists: Per trustee policy, CPDC maintains
a Seismic Priority Ranking for all campus buildings. This list
seeks to assess a building’s probable performance in a
significant seismic event coupled with the likelihood of seismic
activity occurring at a particular campus location. This listing
is one of the criteria used in determining the ranking order
for future state project funding. To ensure that it accurately
reflects current conditions, site knowledge and building code
retrofit requirements, Seismic Review Board members will be
visiting each campus over the upcoming months to confirm and
update this listing.
the adoption of the CSU Seismic Policy in December 2000, the
majority of the more than 200 buildings initially identified
as potentially hazardous have been retrofitted, and only eight
remain to have retrofit design initiated. CPDC is working to mitigate
these remaining hazards. All significant life-safety threats posed
by falling hazards at all 23 campuses and off-campus centers have
Kennedy, Chief of Architecture and Engineering
ENERGY AND UTILITIES
Energy Efficiency Goals set by the CPUC: On August
3, 2004, the California Public Utilities Commission (CPUC) issued
a draft decision that would establish electricity and natural
gas savings goals for California's four investor-owned utilities
(IOUs) beginning in 2006. The IOUs would have to achieve total
electricity savings of 1,816 megawatts by 2010. The decision
would also establish three-year energy efficiency planning and
funding cycles, with the first cycle starting in 2006. September
12 – 17 is California Energy Efficiency Week Flex Your
Power, the organization that has been helping Californians use
energy wisely since 2001, has initiated a statewide awareness
program, "Flex Your Power Now. It means California's peak
energy demand is high and everyone needs to take action now!”
Many CSU campuses are currently participating in the statewide
demand response programs via the systemwide contract with Celerity
for Monitoring Based Commissioning Projects: The UC/CSU/IOU
Energy Efficiency Partnership launched the program earlier this
week with a call for Monitoring Based Commissioning Projects.
The application documents and qualification process steps were
emailed to the campus energy coordinators Tuesday, August 24,
2004. Application paper work must be filed by September 29,
2004 to Len Pettis, Chief of Plant, Energy & Utilities.
The program pays up to $100,000 for 1 – 3 inefficient
buildings to be re-commissioned. The funds can be used for purchasing
and installing metering and monitoring equipment, training,
and hiring a commissioning agent to assist with the re-commissioning
and continuous monitoring of campus facilities.
Bankruptcy Update: CSU’s external counsel for
the Enron Bankruptcy case has informed CPDC that Enron is in
negotiation and possible settlement with some of its former
the UC/CSU contract with Enron for electric commodity is materially
different than Enron’s standard contracts with other customers,
so it is unclear when CSU’s case will come before the
court. CPDC will re-issue the campus audit results for the former
Enron accounts this month.
Pettis, Chief of Plant, Energy, & Utilities
Dennis Hordyk, Assistant Vice Chancellor
SERVICES AND PROCUREMENT
Exempt Equipment Financing Services; CS&P Bulletin 04-05
(supersedes 96-06); these agreements have pre-established
contract terms and conditions with lease financing service
providers for tax exempt lease financing which allows a campus
to secure financing services for various types of essential
use equipment at competitive interest rates and transaction
Plan Check MEA, Amendment 1; CS&P Bulletin 04-09; extends
MEA agreements CN006321 through CN006324 for an additional
one year term. Provides revisions/replacements to Rider A-1,
Rider A-2, and Exhibit A.
Seismic Peer Review MEA, Amendment 2; CS&P Bulletin 04-10;
extends MEA agreements CN006275 through CN006280 for an additional
one year term.
Master Agreement (40370) with Oracle Corporation was executed
on August 31, 2004. The Agreement governs the terms, conditions
and forms under which the CSU may order Oracle software licenses,
software maintenance, technical support, professional services
and related services. Term of Agreement is from August 31, 2004
through August 30, 2010. CS&P Bulletin to follow.
Buy Recycled Report FY 03-04: Thanks to the hard work by campuses,
the CSU’s buy recycled product efforts have again met
and exceeded the legislative mandate of 50%. Our systemwide
average was 67%. Call Eddie Choy (562-951-4592) for more information.
CS&P Bulletin to follow.
Procurement and Support Services Officers Association will be
holding its quarterly meeting
22 & 23 at the Doubletree Hotel, San Francisco Airport.
Further information can be obtained at: http://www.calstate.edu/csp/
or by contacting Pat Dayneko @562-951-4595.
Union Decentralization Training Workshops: Financing and Treasury
is offering a training workshop to familiarize campuses and
eligible student unions with Student Union Decentralization
concepts and procedures. Topics include impacts of the Systemwide
Revenue Bond Program and Executive Order 876 on campuses and
unions, changes on the annual PFA memo and updates on current
requirements for construction projects. For the convenience
of campuses, two sessions will be offered. Session I will be
held at the Chancellor’s Office, Dumke Auditorium, on
September 21, 2004, from 12:30 p.m. to 4:30 p.m. with presenters
Rosa H. Renaud (F&T) and Lawrence Gutierrez (Systemwide
Financial Operations). Session II will be at the San Francisco
Sheraton Gateway Hotel on September 30, 2004, from 12:30 p.m.
to 4:30 p.m. with presenter Rosa H. Renaud onsite and Systemwide
Financial Operations staff available via conference call.
contact Rosa H. Renaud or Angelique Sutanto for questions on
workshop content, and Semone Simmons with questions on registration
at (562) 951-4570.
Nickles, Senior Director
Claims: Senate Bill 1102 was pushed through as trailer
bill language added to the Budget Act of 2004. This bill amended
Government code sections 900 - 905 and made significant changes
to the government claims program. The bill was chaptered on
August 16, 2004 and became effective as of August 17, 2004.
The significant changes to the government code, which affects
the filing and processing of government claims, are as follows:
For all claims filed as of August 17, 2004 a filing fee of
$25.00 is to be paid by the claimant to the Victims Compensation
and Government Claims Board (VCGCB) at the time they file
their claim. The refund of the fee will be the responsibility
of the state entity (the CSU campus) that pays the claim.
When/if the Board approves an award on a claim filed against
a state entity, the entity will be required to pay a 15% surcharge
on that award to support the Government Claims Program.
claim against a state entity must be submitted on the new
government claim form provided by the VCGCB.
The new web site for the VCGCB can be found at: www.governmentclaims.ca.gov.
The new form and all the information and directions for the
form are at that web site.
Workers' Compensation Reform: The California Supreme
Court ruled in late August that absent a specific intent to
release civil causes of action in a Compromise and Release document,
that C&R document releases ONLY the workers’ compensation
is an important reminder that the language used to settle a
work comp claim with a Compromise and Release be very specific
as to the intent of the settlement agreement. Training and additional
information will be provided to campus workers’ compensation
coordinators as well as the adjusters who administer CSU workers’
Premium Rates: The insurance premium rates for 2005/06
will be released in October. Also, campuses will be able to
select their deductible for the 2005/06 to 2007/08 timeframe.
submissions for the 4th quarter of 2003/04 went very well with
improvements in both timeliness and accuracy of data. Most campuses
submitted their pre-closing data before the August 2 due date,
and all campuses completed submission in time for the Chancellor's
Office to submit the systemwide consolidated reports to the
State Controller's Office before the due date. (The timeliness
of the campus submittals allowed the Chancellor's Office as
an entity to close its books earlier than in the past since
the C.O. has to review and reconcile with the campuses’
data before it closes its books.) Expanded use of the automated
edits, review of the quarterly submissions, and communication
to the campuses on relevant issues throughout the year contributed
to the improvements in data submission.
soon as the legal basis FIRMS submission is completed, the process
of preparing GAAP (Generally Accepted Accounting Principles)
financial statements is started at all campuses and the C.O.
The GAAP reporting package from each campus is due to the Chancellor's
Office by October 25 this year, and the CSU systemwide financial
statements will be issued before the January Board of Trustees
meeting. The Statement of Cash Flows for auxiliary organizations
will not be required in the CSU systemwide financial statements
this year. As this will be the third year that financial statements
are prepared using the GASB 34/35 model, it is anticipated that
the process will go very smoothly.
TECHNOLOGY SERVICES (ITS)
David Ernst, Assistant Vice Chancellor
Programs for a new Era: Since 1998, the Technology
Infrastructure Initiatives (TII) has assisted the system-wide
development of the computer network infrastructure that provides
connectivity across the campuses and between the campuses and
the outside world. To keep pace with changes in technology and
the needs of its user community, TII has undergone a dramatic
transformation. This year the department was restructured and
renamed Technology Infrastructure Services (TIS) to reflect
a foundation of integrated services rather than a sequence of
initiatives. While its mission is still “to provide a
reliable, secure technology infrastructure,” TIS will
no longer operate 4CNet, the University’s wide area network.
Furthermore, a number of new programs have been introduced that
will bolster support to the campuses as the organization moves
into its next phase.
to High Capacity Wide-Area Network: The evolution of
technology has allowed for more robust and cost effective ways
to provide the CSU system with wide-area network access. As
a result, in 2003 the CSU began to transition to the new California
Research & Education Network (CalREN) built in partnership
with the Corporation for Education Network Initiatives in California
(CENIC) and educational institutions across the state. Migration
to the CalREN optical network is now complete and will allow
for a four-fold increase in network capacity while generating
a savings of approximately $3.1 million over the next five years.
TIS will continue to serve as the liaison to CENIC, representing
the Chancellor’s Office and the campuses on system-wide
initiatives pertaining to video conferencing, internet access,
and wide-area network services. TIS staff will also manage a
project to upgrade connectivity between the CSU campuses and
the CalREN backbone.
Campus Electronics Through 2014: TIS will continue
to manage a system-wide program intended to provide each CSU
campus with a high capacity, high availability telecommunications
network in support of each institution’s academic and
administrative program. The infrastructure build-out is now
in its third year. Six campuses have completed the project,
5 campuses are in the implementation phase, and 11 campuses
are in the late stages of the planning and design process. Early
in 2006, all campuses will have a network infrastructure that
meets or exceeds the CSU baseline requirements. By standardizing
on one vendor, Cisco Systems, and coordinating the project centrally,
TIS was able to generate $5 million in savings in product discounts
last year. Plans have been developed which will continue to
refresh these network electronics through 2014.
Tools Monitor Network Performance: Representing one
of the largest deployments of a network management system in
the country, TIS has implemented a program at each campus that
will help forecast system needs and improve network performance.
Included are monitoring systems at each campus and a centralized
database to monitor and analyze network performance trends system-wide.
TIS also provides campuses and other clients with the ability
to access these tools remotely. These tools are part of the
broader multi-phase program that will create a “standard
operating environment” for network infrastructure. This
will ensure a more stable, consistent environment and result
in improved network performance.
Network Operations Facility Provides Support to Campuses:
The transition of wide-area network services to CENIC provides
the CSU the opportunity to leverage its carrier-class data center
at the WestEd facility in Los Alamitos and an experienced team
of engineers to provide new services. A Testing and Evaluation
Center will allow system-wide technology groups and campus technical
staff to test new network products, upgrades, and equipment
in a controlled environment that simulates the standard network
environment. This facility accommodates testing and training
on-site or via remote access. In addition, early next year TIS
will begin expansion of the co-location facility to interested
campuses seeking redundant hosting for their servers and data.
the Network Infrastructure: Because the security of
the CSU network is at the forefront of TIS’ concern, a
pilot program has been developed that will integrate firewall
technologies into the standards for network environments. TIS
will work closely with the new Senior Director for Information
Security to test and implement tools that will proactively assess
vulnerabilities and detect security breaches. In conjunction
with experts from the Carnegie Mellon University Software Engineering
Institute, TIS will support a new program that will develop
campus-based teams to handle computer security incidents and
provide related training to campus staff.
Management Program Is Launched: The Secure Identity
Management Infrastructure (SIMI) initiative is a policy and
technology framework that will enable online transactions between
the University and members of the University community, and
between the University and other institutions such that institutional
data is protected from unauthorized access and personal privacy
is maintained. Supported by broad-based campus participation,
SIMI is intended to guide each campus in the development and
deployment of a set of identity management tools. In addition,
SIMI will establish policy bodies composed of academic, administrative
and technology leaders from the campuses and the Office of the
Chancellor, charged with coordinating the development of system-wide
identity management policy and practice.
Foundational Skills: Part 1 –The Math Success Website
The CSU Math Success Website will be open
August 30, 2004. The URL for the site is: www.csumathsuccess.org.
CSU Systemwide has negotiated the systemwide contract for
ALEKS: $35 for 18 weeks of access (student paid) for the ELM
E-Learning Framework Initiative
Will enable faculty, staff, and students to effectively use
academic technology content and tools in their courses to
produce desired teaching and learning outcomes. Includes CSU
library services, digital libraries (e.g. MERLOT), and CMS-PeopleSoft.
MERLOT integration into student and faculty research and learning
WebCT – signed agreement; easy discovery of WebCT ready
materials; web services, ePac marketing, showcasing online
course development using MERLOT resources
Blackboard – agreement in progress; Web Services
Desire2Learn – discussion underway
MERLOT provides RSS feeds and Web Services (Search Services)
for campus website integration
Sentient Discover: Integrates CSU electronic core collection
and MERLOT into WebCT and Blackboard. Leverages CSU investments
in Metalib and SFX for integrating access to CSU library collections
and MERLOT into Blackboard and WebCT
Discover proposal on table for systemwide, progressive integration.
field testing at CSU Fullerton
Interest expressed by many other campus
Putting offer together for campuses
Planning for systemwide LMS “strategic planning”
underway. Glenda Morgan, new Director of Academic Technology
Initiatives will be CO facilitator.
Digital Marketplace Initiative
Reduces cost and increases convenience/usability of academic
technology content and tools
MANAGEMENT SYSTEMS (CMS)
Leadership Changes: The Chancellor's Office has recently
announced a reorganization of several key management positions
within the Common Management System project. Blaine Wright has
been appointed to the key leadership position as CMS Senior
Director, and Jessie Lum to the position of Software Operations
and System Support (SOSS) Director.
8.4 Campuses Live!: Bakersfield, Humboldt, San Francisco
and San Marcos, recently went live with the Accounts Payable,
General Ledger, and Purchasing modules of Finance 8.4. Seven
campuses have now implemented or upgraded to the new web enabled
Finance 8.4 product.
Administration Milestones Continue: Significant accomplishments
with the ongoing use of the Student Administration application
at Fresno continues with the most recent milestone of the disbursement
of Financial Aid checks via PeopleSoft for 7000 students, which
is a 52% increase in aid from last year. Additionally, Fresno
has implemented e-mail only notifications to the student population
and disenrollment of students for non-payment.
Beach also continues to take advantage of the Student Administration
functionality with the successful completion of Fall 2004
first Financial Aid disbursement with 25,384 awards totaling
over $34.6 million to 10,966 students.
Pomona went live with PeopleSoft registration in Spring and
will go live with web grading in Summer.
has successfully completed their fifth registration cycle
Y. Zamarippa, Assistant Vice Chancellor
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 archives.
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