P. West, Executive Vice Chancellor and Chief Financial
from the Departments
Lenz, Assistant Vice Chancellor
Planning, Design and Construction
F. San Juan, Assistant Vice Chancellor
Hordyk, Assistant Vice Chancellor
Technology Services (ITS)
Ernst , Assistant Vice Chancellor
and Institutional Relations
Y. Zamarippa, Assistant Vice Chancellor
Lenz, Assistant Vice Chancellor
October 27, the Board of Trustees was presented with an information
overview of California’s Economic Outlook and approved
an action item to adopt the 2006/07 CSU Budget. The budget presentation
identified the state General Fund and student fee revenue assumptions,
CSU funding recommendations under the second year of the Compact
Agreement funding, and a brief discussion of the Budget Challenges
for the CSU. The Board reviewed the student fee recommendation
that included recent fee increases, State University Grant –
financial aid assumptions, and overall student fees in relationship
to CSU’s comparison institutions.
2006/07 CSU Budget recommendations were based on the revenue
and expenditure assumptions consistent with the second year
funding in the Compact for Higher Education. The Compact revenue
projections are based on the state increase by 3 percent of
CSU’s General Operations budget ($75.8 million) and an
increase of 2.5 percent for systemwide enrollment growth ($52.7
million) to serve an additional 10,000 students in the 2006/07
academic year. The budget also proposes to increase fees for
undergraduate and certificate students at 8 percent, and 10
percent for all other post-baccalaureate and graduate students.
The student fee increase will generate $79.5 million from the
existing student base. The fee revenue resulting from the 2.5
percent enrollment growth will provide an additional $27.5 million.
Therefore, CSU funding from the state General Fund ($128.5 million)
and student fee revenue ($107.0 million) is estimated to be
$235.5 million in overall increased revenue to support the 2006/07
proposed 2006/07 CSU expenditure plan looks very similar to
the 2005/06 budget approved by the Trustees in the fall of 2004.
Mandatory costs are estimated at $33.6 million to fund increases
in health benefits, new space, a full-year Service-based Salary
Increase (SSI), and rising energy costs. Funding at $65.1 million
is budgeted to support 2.5 percent enrollment growth (8,306
FTES) approximately 10,000 new students. While student fee increases
are proposed, the CSU will set-aside 33 percent of the student
fee revenue to provide $32.7 million in revenue for the State
University Grant (SUG) - financial aid. This will not only cover
the fee increase for needy students who have previously been
designated to receive financial aid grants, but allow the CSU
to increase by 5,000 the number of SUG’s available to
The budget anticipates 3 percent for the CSU compensation pool
at a cost of $77.4 million. In addition, the 2006/07 budget
includes $16.5 million for the first of a multi-year strategic
plan to close the CSU employee salary lag that has been identified
as being from 3 to 49 percent behind comparison institutions.
The 2006/07 budget recommendations also include $10 million
for Long Term Need to support funding for Technology ($5 million),
Libraries ($2.5 million) and Deferred Maintenance ($2.5 million).
The Compact for Higher Education
has provided significant funding stability that is critical
in the planning process and the delivery of quality education
to CSU students. The Compact funding guarantees:
access to higher education
increases in student fees
Significant investment in financial aid through State University
Base compensation increases for CSU employees, and
mandatory costs and long-term needs.
However, there are additional budget challenges
that are a result of over $500 million in budget reductions
from previous years; demands to enhance the quality of education
and time to degree for CSU students; and, meeting state public
policy priorities for additional K-12 math and science teachers,
K-12 special education teachers, and graduating additional nurses
in baccalaureate and masters level programs. Nearly $200 million
in additional revenue above the Compact Agreement would be needed
to begin funding these additional challenges. Given California’s
current fiscal deficit projected at $4.3 billion, it’s
unlikely that state General Funds will be able to meet all the
funding required for the first year costs of these additional
PLANNING, DESIGN AND CONSTRUCTION
F. San Juan, Assistant Vice Chancellor
Facilities Management Conference 2005:
Facilities Management Conference 2005: The CSU Facilities Management
Conference 2005, held in late October at the Disneyland Resort,
was a great success with over 450 attendees. The theme of “inspire,
innovate, and achieve” was evident throughout the educational
sessions and keynote addresses, all of which increased awareness
of sustainability and launched discussions on the future of
design, development, and operation of the university campus.
Unique to this conference was the attendance of CSU and UC students,
who also presented in sessions. Several CSU and UC Green Campus
student interns spotlighted successful achievements in sustainability
at their individual campuses at the closing general session.
Their enthusiastic commitment was inspiring and a clear reminder
of the mission and future of the CSU. Conference photographs
can be viewed at: http://www.calstate.edu/CPDC/FPM_Conference/photos.
Training Program 2006: Planning is underway for next
year’s capital training program. It will run from January
through October 2006, and consist of 14 sessions covering planning,
design, construction, California Environmental Quality Act (CEQA),
and plant operations. As a result of the positive response received
this year to the three sessions offered on plant issues, the
expanded program includes seven trainings directed to plant
first two trainings will be: Comprehensive Energy Services –
Master Enabling Agreement (MEA), January 18 (south) and January
25 (north), and Power Purchasing for Renewable Energy, January
19 (south) and January 26 (north); both targeted toward plant
operations’ staff. Registration and additional program
information will be soon be available on the CPDC Executive
Website, http://www.calstate.edu/CPDC Capital Training Program.
2006 Legislation: CPDC will propose legislation this
year to allow the CSU to certify its own projects for access
compliance, as it now does for adherence with the balance of
the California Building Code. Current law requires that the
Department of General Services, Division of the State Architect,
provide this certification. CPDC proposed this legislation in
2005 as part of the Higher Education Omnibus Bill, but it was
strategically removed with the intention that it be added to
AB 462 (Tran), which never occurred. This legislation, if approved,
would decrease the time currently needed to complete access
compliance certification of capital projects, thus providing
an immediate time and cost savings for the projects.
Freelander-Paice, Executive Program and Fiscal Manager
USE PLANNING & ENVIRONMENTAL REVIEW (LUPER)
AB 961, the Higher Education Omnibus Bill, became law on September
22, 2005, it provided the authority for the state to sell agricultural
land in Ventura County, currently under CSU Channel Island's
jurisdiction, in order to use the proceeds to acquire land next
to the campus and complete improvements required by CSUCI’s
Environmental Impact Report. This legislation was necessary
because of the obstacles encountered in trying to negotiate
with the landowners based on the prior legislation, which only
provided for a land exchange. CPDC is appreciative of the team
effort provided by the Office of General Counsel, the Office
of Advocacy and Institutional Relations (AIR), and CSUCI in
providing the required arguments in favor of the legislation.
Specifically, appropriate justification demonstrated why this
transaction should not fall under Proposition 60A, which would
require proceeds to be used to pay off the state's bond debt.
has completed an update to its State University Administrative
Manual (SUAM) section changes focus on the new procedures for
project site clearance, bond certification, and procedures for
property acquisition. The revised procedures improve the campuses’
ability to understand and carry out trustee policy, as well
as ensure adequate protection to the trustees when new property
acquisitions are put before the board. Over the last several
years, and intensifying this current year, a number of major
property acquisitions have taken place or under consideration,
using a variety of fund sources. The ultimate goal, regardless
of purpose and funding, is to ensure that the acquisition is
in support of the CSU mission, and that the trustees can rely
on staff to make property recommendations that do not have unanticipated
consequences that pose obstacles for using the property as intended.
The SUAM changes will be reviewed by the Office of General Counsel
and presented to the executive deans' executive committee.
Rosso, Chief of Land Use Planning & Environmental Review
Francisco State University has been selected to host a site
visit for representatives of the Legislative Analyst’s
Office, the Department of Finance, CPEC, and the education subcommittees
of the state legislature. The visit on November 28, 2005 will
address both support budget and capital outlay.
Board of Trustees approved the final budget for the State and
Nonstate Funded Five-Year Capital Improvement Program 2006/07
through 2010/11, at the September 2005 meeting. The state funded
segment of the five year capital improvement program totals
$5.9 billion and the nonstate segment, $3.1 billion. The 2006/07
action-year request totals $427 million for state projects and
$86.7 million for nonstate projects. Funding for the 2006/07
state funded program will depend on passage of a general obligation
bond measure in November 2006 or legislative approval for the
use of lease revenue bonds. CSU anticipates that approximately
$300 million will be available for the 2006/07 program after
covering the cost of issuance and program reserves.
Piper, Chief of Facilities Planning
Fire Marshal Increases Fees by 24%: The
State Fire Marshal (SFM) has advised CPDC that their rate for
service will increase from $113 to $140 per hour for all CSU
services, effective July 1, 2005. These charges apply equally
to all CSU projects, both state and nonstate funded. Under current
law, the CSU is obligated to the SFM for review and approval
of plans, field inspections for capital projects under construction,
and periodic safety inspections for existing buildings (a support
budget cost). Since 2000, most SFM services have been funded
as a part of the state General Fund. In July 2004, via Health
and Safety Code 13138, the SFM was authorized, to implement
a new pay-for-service model and given authority to recover its
the 2004/05 fiscal year, the SFM billed the CSU approximately
$1.2 million. The capital portion of this billing was paid from
a 0.25% fee (against the construction budget) collected from
all major capital projects and from the minor capital outlay
appropriation. Due to the aforementioned increase, effective
December 1, 2005, the fee for SFM services will increase to
0.3%. CSU is still in the process of reviewing the resubmitted
SFM 2004/05 invoices to check for accuracy and cost allocation.
CPDC will provide a detailed analysis of the split between capital
and support costs once that review is completed.
Kennedy, Chief of Architecture & Engineering
ENERGY AND UTILITIES
Efficiency Awards: : Each year Flex Your Power recognizes
organizations within California for their outstanding efforts
in promoting, implementing, and sustaining energy efficiency
in five separate categories: Best Overall; Energy Efficiency;
Demand Response Education and Leadership; and, Innovative Products
and Services. This year the CSU system was selected from over
250 applicants to receive the Energy Efficiency Award in recognition
of ongoing energy policy for achieving over 10% reduction in
consumption. CSU San Bernardino was selected for Education and
Leadership for their sponsorship and support of the Green Campus
Program. More information can be found at http://www.fypower.org/feature/congrats/index.html.
specific information on the Green Campus Program.
and Natural Gas Purchase:
Hurricanes’ Katrina and Rita have created unprecedented
energy prices as reflected in the recent volatile energy markets.
The Electricity Contract Oversight Board (ECOB) has been tracking
and planning a response to these conditions. The CSU’s
electricity contract expires on December 31, 2005, and the ECOB
has provided direction to evaluate future direct access electricity
purchases. Energy prices have moved moderately recently and
the CSU is working to capture this buying opportunity. Two transmission-level
service campuses, Long Beach and Fullerton, have elected to
return to bundled service due to the likely short-term budget
deficit that direct access would create at those campuses. Both
electricity and natural gas commodities will see rate increases
in the 10% - 18% range this year. Plant, Energy & Utilities
is actively monitoring energy markets and will keep campuses
appraised of the latest developments.
Efficiency Partnership: The California Public Utilities
Commission has approved the preliminary Program Implementation
Plan (PIP) for 2006 – 2008 for $45 million. CPDC issued
a Call Letter for Energy Projects in October. With the new program
campuses have an equal opportunity to capture up to $36 million
in direct implantation funds for Monitoring Based Commissioning
(MBCx) and Retrofit projects. It is extremely important that
campuses submit ALL their energy projects to CPDC on or before
February 1, 2006. For additional information contact Aaron Klemm
at (562) 951-4121, firstname.lastname@example.org.
Pettis, Chief of Plant, Energy & Utilities
Omnibus Bill, AB 961: As noted above, the trustees’
sponsored legislation, AB 961, was chaptered (no. 318) on September
22, 2005. One portion of the bill amends Public Contract Code
Section 10708, which allows the trustees to procure a project
through the use of design-build. Specifically, the amended language
provides that when the design process permits the selection
of subcontractors, the design-build contractor may competitively
bid those portions of work. Further it specifies that the design-build
contractor shall list all subcontractors whose work is in excess
of one-half of one percent of the total project cost, and that
once listed, these subcontractors shall have the rights provided
in the Subletting and Subcontracting Fair Practices Act contained
in Chapter 4.
Construction Audits: The preliminary list of 2005-06
construction audits is as follows:
II Replacement Building
Arts, Phase II
Village, Phase III
Quad Student Housing
Village Student/Faculty Apartments
Hall Building 13
Corsar, Chief of Construction Management
Assistant Vice Chancellor
SERVICES AND PROCUREMENT (CS&P)
has added two new staff: Irene Patriotis has joined CS&P
as a Contract Specialist to conduct systemwide request for proposals
and to work on energy-related contracts. Irene comes to the
CSU from the Metropolitan Transit Authority in Los Angeles where
she was engaged in public works and service contracting. Irene’s
contact information is: (562) 951-4587 or email@example.com.
Kojima, formerly of CSPU, Pomona, has also joined the CS&P
team as a Contract Specialist. Melody will conduct public works
and professional services contracting activities for the Chancellor’s
Office as well as systemwide contacting projects. Melody’s
contact information is: (562) 951-4591 or firstname.lastname@example.org.
Credit Cards: The CSU system issues approximately 3,500
procurement cards under the current systemwide contract with
expenditures of approximately $40 million annually. The CSU’s
contract with JPMorgan Chase Bank for procurement credit cards
expires March 31, 2006. CS&P, in conjunction with the CSU’s
consortium partner, Educational & Institutional Cooperative
Services (E&I) is currently soliciting proposals for a procurement
card provider. This project is a joint effort among the CSU,
the University of Oklahoma, Bucknell University and other E&I
member institutions. Proposals are due December 2, and a new
contract that provides cutting edge, technologically advanced
administrative processes and the potential for significant revenue
incentives should be in place by April 1, 2006. Additional information
will be provided in the next Business and Finance Newsletter.
For more information contact Linda Masterton, 562-951-4584.
completion of successful negotiations in late September, a contract
was signed with Unisys Corporation for Data Center Services
to support the systemwide CMS project. This award is the culmination
of many months of hard work by CSU staff. It resulted in a win-win
contract between the CSU and Unisys that is one of the critical
components of the overall CSU PeopleSoft project. The term of
the contract is four years with two 2-year options for extension.
Projects Administration: The new Sponsored Projects
Administration website is scheduled to be launched in early
December. Its eventual goal is to serve as a "one stop"
shop for on-line information and assistance in administering
sponsored programs and research. The first postings to the new
site will be chapters of the CSU Sponsored Projects Policy and
Procedure Manual for Chancellor's Office and campus principal
investigators and their staffs. The manual is intended to be
a governing policy for the administration of sponsored programs
managed by the Chancellor's Office and guidance for campuses
to follow in developing their own policies and practices. Formal
roll out of the manual and an announcement of training opportunities
in research will be announced at the December Business Forum.
Contracts: OfficeMax has been chosen as the system’s
provider for office supplies. The contract runs from August
1, 2005 through July 31, 2008 and has two, 2-year renewal options.
Don Green at CSU Fullerton headed the 9-campus team that selected
OfficeMax as the CSU’s office products supplier. Don will
also maintain the systemwide responsibility to manage the relationship
has contracted with EX P.O.W. Office Products to sell a large
line of Original Equipment Manufacturer (OEM) compatible laser
and inkjet toner cartridges. All cartridges qualify for buy
recycled content, DVBE, and small business credit and are guaranteed
to perform as good or better than OEM products.
Long Distance Services contract has been renewed through February
19, 2006; see CS&P Bulletin 05-11 for further details.
information about these and other contracts at the CSU Contract
Store found at www.calstate.edu/csp.
Buy Recycled Report FY04-05:
The trend continues. Thanks to the hard work by the campuses,
the Buy Recycled Product efforts have again met and exceeded
the legislative mandate of 50%. See http://www.calstate.edu/CSP/Bulletins/05-10.doc for
full campus reporting figures.
on Chancellor’s Office and systemwide bids can be found
at the web site: http://www.planetbids.com/csuco/bidframe.cfm
information can be obtained at: http://www.calstate.edu/csp/ or by contacting Tom Roberts at email@example.com or
Sell $541 million in Systemwide Revenue Bonds: On October
13, 2005, the Trustees of the CSU sold $540,900,000 of Systemwide
Revenue Bonds, for an all-in, true interest cost of 4.592%.
These long-term bonds were used to finance 6 new campus projects
for $398 million; to refinance 7 existing CSU debt issuances
for $89 million; to refinance the Chancellor’s Office
Headquarters Building for $25 million; and, to refinance 3 projects
originally financed through CSU auxiliaries’ bonds for
$28 million. This SRB issuance follows one done earlier in 2005
for $802 million, and brings the total debt outstanding under
the SRB program to over $1.98 billion. The Trustees have a rating
of “A” on SRB debt from Standard & Poors and
a rating of “A1” from Moody’s Investors Service.
The Series 2005C bonds were insured with MBIA Insurance Corporation
and carry an “AAA” rating.
Nickles, Senior Director
Flu: Due to worldwide concerns, Risk Management will
be providing the Chancellor with a briefing on Influenza A -
H5N1 (Avian Flu). In addition to the briefing, CSU leadership
has taken steps to prepare for a possible outbreak. These include
meetings with representatives of the Student Health Centers
to review current preparations and response plans, meeting with
the Systemwide Emergency Planning Task Group to refresh their
annexes to the campus emergency report plans, and continuing
dialogue with local public health departments to ensure the
CSU community is aware of any potential outbreak situations
that may affect a campus. At the Chancellor's request, the Systemwide
Risk Manager will also discuss the Avian Flu at the upcoming
Executive Council meeting.
3.1 Database Update: The CSU will upgrade the iVOS
Claims Management System for Worker's Compensation on January
13, 2006. With assistance from Risk Management and the CSU's
third party administrator, the campuses will perform detailed
user testing throughout December.
appoints a new Worker's Compensation Consultant: Jacki
Graf has joined the CSURMA Program Administration team as Workers'
Compensation Claims Consultant. She replaces Alice Gorman and
comes to the program from Octagon Risk Services. Jacki's background
includes hands-on experience with workers' compensation claims
ranging from claims adjusting, claims supervision, regional
claims management, claims auditing, and staff training &
development. Please join Risk Management in welcoming Jacki
to the CSURMA program.
TECHNOLOGY SERVICES (ITS)
David Ernst, Assistant Vice Chancellor
TECHNOLOGY SERVICES (ATS)
Management Systems (LMS): Major progress with the LMS
Strategic Planning program has occurred:
Three Academic Technology Research Reports have been issued
and distributed to CSU campuses. These have dealt with various
aspects of Learning Management Systems and their use in the
Three Learning Management System Summits have been held. A
total of more than 200 people attended at least one of the
meetings, including Provosts, CIOs, Directors of Academic
Technology, Faculty and Staff.
the next few weeks Academic Technology Services will be releasing
a report from the Summits and setting in place Phase II of the
Strategic Planning process where the campuses will work to develop
their own plans and structures. Glenda Morgan will continue
visiting campuses and learning about the campus issues around
LMS’s. An LMS Strategic Planning Steering Committee will
also be established, as will work groups which will be tasked
with further exploring topics raised during the course of the
(Multimedia Educational Resource for Learning and Online Teaching
a collection of over 12,750 online teaching and learning materials
and over 30,000 registered members, MERLOT continues to provide
a valued service to faculty building their blended and online
courses within the CSU. Two new higher education partners have
joined the MERLOT consortium: Indiana State University and Queens
College of the City University of New York. Faculty, staff,
and students from around the world have been registering as
members of MERLOT at over 1,100 people per month, up from 700
per month just 6 months ago. In addition to membership fees
from higher education institutions and corporations, MERLOT
is supported by 5 National Science Digital Library grants from
the National Science Foundation (NSF).
The final draft of the 2005 systemwide library strategic plan
has been approved by the Technology Steering Committee and is
available at http://www.calstate.edu/LS/.
The Council of Library Directors (COLD) and Chancellor’s
Office staff are commencing work on key initiatives of the plan,
including identification of best practices for integrating library
resources into learning management systems, for design of library
buildings, and for creation of institutional repositories. Advancement
of information literacy assessment and instruction, and continued
enhancement of the CSU Electronic Core Collection and information
access technologies are also called for in the plan. An overall
theme of the strategic plan is the continuous identification
and evaluation of developments and opportunities in information
and library technology that can improve CSU library services
MANAGEMENT SYSTEMS (CMS)
Data Warehouse project development activities completed on schedule
for the Human Resource Student Administration 8.0 and Finance
8.4 baselines. Pilot campus activities have been scheduled,
beginning with SLO's HR implementation in November and ending
with Sonoma's SA implementation in February. Campus scheduling
for post-pilot installations will begin in December. All data
maps have been updated and posted to the CMS website. A functional
overview Webcast that explains how to read the data maps was
recorded and is also posted to the CMS website.
Update: The Finance 8.9 Fit/Gap sessions were successfully
completed on November 16, 2005. Twelve campuses and the Chancellor’s
Office participated in the sessions, which were held at the
San Luis Obispo and Chico campuses. Fit/Gap notes from each
of the sessions were compiled and are posted to the Finance
8.9 website as they are completed.
An in-person meeting of the Finance User Group (FUG) is planned
for December 12th to review all the modification retrofits for
Finance 8.9. In addition a Generally Accepted Accounting Practices
(GAAP) meeting is planned for December 13th with the CO and
KPMG to discuss findings from the fit/gap sessions and to secure
ways to improve the entire GAAP audit process
The HR team continues to focus on the 8.9 upgrade activities
and is presently working on application documentation and system
Self-Service Sub-committee of the Human Resources User Group
(HUG) initiated a one-day in-person session for campus representatives
to review Oracle/PeopleSoft’s 8.9 Self-Service capabilities
on November 3rd. The session was well attended by campuses as
well as CMS Central staff and provided information about ESS
(Employee Self Service) across all HR modules.
Absence Management Team is scheduled to complete initial system
design by the end of November and will be presenting a design
review for the HUG (tentatively scheduled for the week of December
HR Team, in collaboration with HR System-wide has been working
to develop and finalize the Scope Document for the State Controller’s
Office (SCO) 21st Century project (replacing the current SCO
payroll application with the new vendor application (SAP) selected
this year). The CSU related project is scheduled to officially
kick-off in the early part of 2006.
Administration Update: The SA (Student Administration) go-live
activity remains on schedule for the campuses. San Luis Obispo
is currently rolling out their Admissions Self Service functionality
and preparing for their Financial Aid go live starting in February
2006 and continuing a phased rollout through the year.
SAIC (Student Administration Implementing Campuses) have met
in person to discuss the Facilitating Graduation Initiatives
approved by the Board of Trustees. The team is focusing on how
CMS can facilitate the implementation of those initiatives.
The team is evaluating the use of the Oracle/PeopleSoft software
to assist in achieving the goals of the initiatives and identifying
the status of resources for each initiative. Resources fall
in a variety of categories including existing functionality
in CMS, necessary or desired enhancements to existing functionality,
development of new baseline functionality, and functionality
development that may require the involvement of Oracle.
Build-Out Project: Stage 1 and Stage 2: Stage 1: Construction
for the Phase 1 and Phase 2 campuses continues, with almost
90 percent of the projects now fully complete, and all but one
expected to be finished by fall 2005.
eight of the Phase 3 sites have now initiated Stage 1 construction,
with two already approaching project close-out. This means that
a key TII milestone has been passed: all 22 campuses in the
build-out program have successfully begun Stage 1 construction
-- with more than half of the projects fully completed. (As
a new campus, Channel Islands was not part of the first round
build-out) Current projections indicate that the entire Stage
1 component of the TII program will be finalized early in 2007.
Stage 2: All campuses have either completed or are actively
engaged in Stage 2 activities. Humboldt was the most recent
campus to complete Stage 2 and Sacramento and Pomona will soon
and campus representatives are designing the methodology that
will be used to refresh network equipment installed in Stage
2. Planning for the refresh cycle will continue through the
remaining months of 2005 and a pilot implementation is planned
for spring 2006.
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.)
Management System (NMS): Implementation of the latest
NMS version is now complete on all 23 campuses. This new version
updated the network management tools that allow campuses to
monitor and measure their network performance and identify points
of failure. It also coincides with current vendor software releases.
is now conducting a “System Health Check” to determine
if there are ways to better use network management software
tools in the CSU environment. The first six campus health checks
have been performed and data will continue to be gathered from
the remaining campuses over the next four months.
Infrastructure Asset Management System (NIAMS): 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) has proposed a model that utilizes
a centralized application and database support facility capable
of supporting all CSU campuses.
TIS initiated the application and database support center, and
Dominguez Hills agreed to serve as a pilot implementation campus.
A demonstration of the pilot implementation was presented at
the October NTA meeting. Project milestones continue to be realized,
as plans are being developed for additional installations for
the San Luis Obispo, San Francisco and Pomona campuses.
Access Infrastructure Initiative (CAI): The Campus
Access Infrastructure (CAI) initiative is a system-wide program
that will install and thereafter maintain the infrastructure
required connecting each campus local area network (LAN) to
the new CENIC wide-area network backbone (WAN). The Technology
Steering Committee (TSC) has approved this project to address
the CSU's growing requirement for improved network reliability
by providing services that will enhance network capacity and
San Francisco and Sonoma campuses recently completed the first
phase of their CAI implementation which provided new high speed
connections. The other campuses that have completed this first
phase of CAI are Northridge, Chico, Stanislaus, Humboldt, and
continues on the planning and construction work related to providing
high speed connections to Pomona, San Bernardino, Monterey Bay
and the Maritime Academy.
Negotiations for services at the remaining campuses are nearing
Security Plan: The Information Security department
of ITS in cooperation with the campus Information Security Officers
(ISO) released a Request for Proposal (RFP) to develop a CSU
Security Plan. This RFP includes provisions for campuses to
develop individual campus security plans or to conduct campus
security assessments. The response to the RFP was excellent
with 19 bids received for evaluation.
Policies: The Information Security Officers are also
collaborating in the development of various security policies
and practices for the CSU systemwide. The ISOs are currently
drafting and reviewing policies for Data Classification; Access
Control; Roles and Responsibilities; Acceptable Use; and, Data
ADVICE AND POLICY
of Success: The November 2005 edition of the Measures
of Success (MOS) will be mailed in early December. MOS is provided
to the legislature yearly. It charts progress that the CSU has
made on the Information Technology Strategy initiatives as a
result of the building of a comprehensive, minimum baseline
Author and Expert on Workplace and Social Trends to Speak at
CSU Quality Improvement Symposium: Lynne Lancaster,
one of today's foremost cultural translators and an expert on
interpreting different generations in the workplace will be
the keynote speaker at the California State University Quality
Improvement Symposium on February 23, 2006 in Los Angeles. The
symposium provides members of the CSU community and other universities
a wonderful opportunity for learning and networking through
various concurrent breakout sessions and case studies on quality
improvement, streamlining processes, and getting results.
sought-after expert on workplace and social trends, Lancaster
has been a guest commentator on CNN, CNBC and National Public
Radio. Her by-line has appeared in numerous publications such
as The Futurist and Nation's Business, and she has been interviewed
in a wide range of national publications including The Wall
Street Journal, TIME magazine, The Los Angeles Times, Success
magazine, and The Washington Post.
is co-author of the best-selling business book When Generations
Collide—a consistent favorite among CEOs—and an
engaging, informed and entertaining speaker. She advises leaders,
managers, and employees alike on how to conduct business more
successfully. She is a summa cum laude graduate of the University
tracks at the conference will provide a forum for campuses to
share information and experiences in improving administrative
efficiency, effectiveness, and service in areas such as student
administration, finance, and human resources; and how campuses
are maximizing and extending the capabilities of CSU administrative
systems and campus portals. Other tracks will focus on campus
experiences with accreditation and assessment, and implementation
of quality frameworks and initiatives.
few of the breakout session topics include:
with the New WASC Accreditation Process
Trends in E-Learning
Innovation and IT Security
Sigma and Process Improvement
Symposium will be held at the Crowne Plaza Hotel Los Angeles
International Airport. For more information or registration
go to http://www.calstate.edu/qi/symposium/qi_symposium.shtml
or contact Robyn Pennington at (562) 951-4552.
for QI Award Nominations: Since 2000, the CSU has presented
awards to campuses annually in recognition of outstanding quality
improvement program achievements across the system. For 2005/06,
a new award category recognizes innovative practices at CSU
year, a representative systemwide committee will review nominations
from across the system and determine awards. Awards will be
presented at the 2006 CSU QI Symposium luncheon on February
23, 2006, at the Crowne Plaza Los Angeles International Airport
We invite your nominations for the following:
Distinguished Service in QI Award
QI Facilitator of the Year Award
QI Function Chair of the Year Award
QI Champion of the Year Award
QI Team of the Year Award
Innovative Practice Award
Award criteria, nomination forms, and submission instructions
can be found at www.calstate.edu/qi.
Nominations will be accepted until Friday, January 6, 2006.
For additional information, contact Robyn Pennington at (562)
951-4552 or firstname.lastname@example.org.
AND INSTITUTIONAL RELATIONS
Y. Zamarippa, Assistant Vice Chancellor
Welcomes New Staff Member: As a result of the changing
role and expanded mission of the Advocacy & Institutional
Relations office, AIR recently added a staff member, Michele
Perrault who joined the AIR team in October to assist with external
legislative advocacy efforts including alumni advocacy mobilization,
ballot initiatives, public information campaigns and other internal
and external activities. In addition, she provides staff support
and assistance to the California State University Alumni Council
and the 23 campus alumni offices.
coming to the CSU system, Michele was the Director of Communications
for the California Rehabilitation Association (CRA), where she
implemented and ran the statewide association's grassroots outreach
initiative. Prior to working for the CRA, Michele was with the
California Chamber of Commerce's Communications Department and
was in charge of media outreach.
and her husband Marc reside in Plumas Lake with their 10-month
old son, Andrew. Please welcome Michele to the CSUCO “family.”
Based Advocacy Team Conferences: This year’s
Fall Campus Based Advocacy Team Conference was held on October
21 in Sacramento. The conference focused on educating campus
teams, including advancement vice-presidents, campus legislative
liaisons, public affairs officers, and representatives to the
CSU Alumni Council (Director and volunteer), on the complexity
of the issues and choices facing policy makers, and how to be
effective advocates. In addition, participants were provided
a full briefing on the Communications and Advocacy plan in the
hopes of getting their feedback and recommendations on next
steps. Finally, attendees were given a first overview of the
CSU’s newest tools, the e-advocacy system targeted for
full implementation by June 2007.
than 70 participants from 20 campuses heard from former Assembly
Member Phil Isenberg, Chris Turner with Simpson Communications,
Greg Nelson with Kintera, Inc. and Assistant Vice-Chancellor
Karen Y. Zamarripa.
Advocacy Meetings: The Regional Advocacy Meetings are
a follow-up to the fall system-wide session. They are divided
between Northern and Southern California to ensure each campus
is able to bring members of their campus-based team as well
as other campus supporters involved in advocacy efforts for
the CSU. In addition, each campus is asked to identify and invite
leaders from their community and campus networks that are going
to play an active role in CSU efforts to influence the state
budget, legislation, and participate in the advocacy and communications
campaign. The sessions are being held as follows:
January 27, 2006 – Southern Regional Training Session
at CSU, San Marcos
February 3, 2006 – Northern Regional Training Session
at San Jose State University
Legislative Day March 2006: In keeping with the new
emphasis on community advocacy, there are some changes to the
CSU’s traditional Legislative Day event. In 2006, the
CSU Legislative Day will be refocused on CSU alumni as advocates
and champions. The event will now become optional for the campus
presidents, but they are still strongly encouraged to participate.
Alumni Directors and Campus Alumni Association leaders will
work in partnership with the campus legislative liaisons to
recruit alumni and champions to participate in the day’s
events including afternoon legislative visits. This shift is
being made in the spirit of getting non-CSU employees to begin
actively carrying the message to their local legislators, as
is proposed in the new Strategic Plan for the CSU Alumni Council
(CSUAC) and of course, the Communications and Advocacy plan.
We also believe that legislators will, over time, become more
responsive to the needs of the CSU if local constituents are
carrying the message for us.
morning session will be dedicated to preparing the alumni and
champions on the key issues and messages for their afternoon
legislative visits. The lunch would continue to focus on the
achievements of alumni, including Legislator of the Year awards
(and the current process for selection).
a change designed to unify CSU’s alumni community, with
the unanimous endorsement of campus Alumni Directors, the evening
reception will be hosted entirely by the 23-campus alumni associations
with invitations extended to Sacramento-based alumni as well
as legislators and staff. Each campus will have a table with
its association and campus items. We are hopeful that the new
emphasis will bring positive changes to our advocacy efforts.
Legislative Proposals Under Review: Now that the Legislature
is in interim break, and the special election has come and gone,
AIR will begin to focus on the next legislative year. More than
twenty individual proposals are under review by AIR staff, with
assistance from Business and Finance, and other areas of the
Chancellor’s Office. More than half of these proposals
originated in the Business and Finance division, with ideas
ranging from technical adjustments to financing for dormitories
to a remedy for the newly revealed liability problems for clinical
internships. The proposals will be analyzed and presented to
the Budget Team, the Chancellor’s Cabinet, and to the
Executive Council. At each stage, the proposals will be refined,
so that when they are ultimately presented to the Board of Trustees
in January, they will be fully developed and ready to introduce
in the Legislature. Getting them “ready for prime time”
is a true team effort.
of 2005 Business and Finance Legislation: This summary
is by no means a complete list of bills sent to the Governor’s
desk that affected the University, and more particularly, bills
below can give you a flavor of how the Governor looked at legislation
and policy issues impacting the operations of the academic world.
His actions on issues that affect state government are consistent
with his previously stated views that government should become
simpler and easier to operate.
AB 54 (Negrete McLeod) Surplus Property
Sales and Transfer: This bill would have authorized
the Departments of General Services and Transportation to sell,
exchange, or lease specified parcels of state property for fair
market value and would also authorize DGS to transfer some of
these specified parcels.
Status: AB 54 was vetoed by the Governor. In
his message, he said the reason for veto is that the bill did
not include the usual exemption from CEQA for these sales or
76 (Frommer) Office of Pharmaceutical Purchasing: The
bill would have created a new Office of Pharmaceutical Purchasing
to serve as the purchasing agent for prescription drugs for
state agencies, including the CSU.
Status: AB 76 was vetoed by the Governor. In
his message, he said he is supportive of reducing costs for
pharmaceutical purchases, but does not want to create a new
bureaucracy. He is asking DGS and others to work together on
new means of reducing costs.
200 (Leslie) California Renewable Portfolio Standard Program:
This bill allows PacifiCorp and Sierra Pacific Power to count
out-of-state renewable resources toward its energy portfolio.
Status: AB 195 was signed into law, Chapter
50, Statutes of 2005.
380 (Nuñez) Electricity: This bill requires
the PUC, in consultation with the Independent System Operator,
to establish and enforce resource adequacy requirements.
Status: AB 380 was signed into law, Chapter 367, Statutes of
414 (Klehs) Labor Compliance: This bill specifies that
a third party may not review its own payroll records, or those
of its subcontractors, but instead shall contract with a third
party for those services.
Status: AB 414 was signed into law, Chapter
606, Statutes of 2005.
575 (Wolk) Electronic Waste Recycling: This bill makes
technical changes to the existing Electronic Waste Recycling
Act of 2003 to provide additional flexibility for electronic
leasing companies or vendors in the collection or payment of
the electronic waste recycling fee.
Status: AB 575 was signed into law, Chapter
59, Statutes of 2005.
593 (Frommer) State Property: California Hope Endowment
and California Hope Public Trust: This bill would have established
the California Hope Public Trust to build an endowment for higher
education using state real property investments and management.
CSU was deleted from the measure.
Status: AB 593 was vetoed by the Governor.
In his message, he indicated concerns that the bill was inconsistent
with Proposition 60A, approved by voters last year, which requires
revenues from sale of surplus property be used to retire debt.
701 (Nava) State Buildings: Energy and Design Criteria:
This bill would require that all state buildings, on which construction
or renovation is begun on or after January 1, 2006, attain a
LEED Platinum rating, as defined, no later than January 1, 2015.
Status: AB 701 was heard in Assembly Business
and Professions Committee, was held without recommendation,
but is NOT likely to move in 2006.
1690 (Laird) University of California: Municipal Services:
This bill would have required the Legislative Analyst to conduct
a review of the processes used by the University of California
in creating its Long Range Development Plans, that includes
the impacts on local government and a review of how those impacts
can be best mitigated.
Status: AB 1690 was vetoed by the Governor.
The following is most of his message: “Requesting the
Legislative Analysts Office (LAO) to conduct a review and issue
a report does not require legislation. Any member of the Legislature
may request the LAO to conduct a study. This bill was amended
five times, was heard in five different committees, and debated
and voted on by members in both the Assembly and Senate. After
thousands of state taxpayer dollars were spent during that process,
the ultimate end product resulted in a bill that is not even
necessary, since its objective can be accomplished simply by
sending a one-page letter to the LAO requesting the information.
For this reason, I am unable to sign this bill.”
34 (Liu) Space and Utilization Standards: This resolution
recommends that the state's three public higher education segments:
1) utilize, for higher education facilities development, the
space and utilization standards recommended by the CPEC in a
1990 report; 2) use the standards as guidelines to be applied
on a campus-specific basis rather than a project-by-project
basis; and 3) report biennially to the DOF, the LAO, and CPEC
on their utilization of classrooms and teaching laboratories.
Status: ACR 34 was not heard in Assembly Appropriations
Committee, but was re-referred back to Assembly Higher Education
Committee, and NO action is likely to be taken in 2006.
56 (Chu) CSU Budget Accountability: This measure would
urge each campus of the CSU to provide a detailed accounting
of budget allocations and expenditures of state General Fund
moneys in specified budget categories in accordance with prescribed
Status: ACR 56 was not heard in Assembly Appropriations
Committee, and was dropped by the author.
SB 115 (Florez) California Disabled
Veteran Business Enterprise Program: This bill makes
various changes to the DVBE program, including requiring the
DGS to establish a DVBE participation incentive to bidders that
would be mandatory for all state agencies, and requiring the
Department of Veterans Affairs to establish a method of monitoring
adherence to the DVBE participation goals.
Status: SB 115 has been signed into law, Chapter
451, Statutes of 2005.
245 (Battin) Department of General Services: Use of
State Property: This bill requires the DGS to make the final
determination on the use of state-owned and state-leased property
under its jurisdiction, requires the department to use cost
efficiency as the primary criterion in its decisions, and requires
that existing state property be used prior to new property.
Status: SB 245 has been signed into law, Chapter
107, Statutes of 2005.
271 (Scott) Charitable Gift Annuities: This bill allows
a grants and annuities society that offers a charitable gift
annuity to invest up to 50% of the reserve assets in exchange-traded
funds and mutual funds.
Status: SB 271 has been signed into law, Chapter
253, Statutes of 2005.
381 (Denham) Charitable Annuities: Exemptions: This
bill authorizes a grants and annuities society that is also
licensed as a life and disability insurer to offer a variable
annuity, including the elimination of certain regulatory and
Status: SB 381 has been signed into law, Chapter
173, Statutes of 2005.
439 (Simitian) Public Records Act: Disclosure: Public
Investment Funds: This bill adds exemptions to the PRA in order
to prevent venture capital firms and hedge funds from denying
access to their investments.
Status: SB 439 was signed into law, Chapter
2587, Statutes of 2005.
648 (Margett) CEQA: Lead Agencies: Determinations: This bill establishes time periods for public review and comment
by state agencies with respect to Environmental Impact Reports,
including clarification of the meaning of “dispute”
when the OPR is required to designate a lead agency.
Status: SB 648 was signed into law, Chapter
267, Statutes of 2005.
759 (Maldonado) Public Works: Payroll Records: This
bill authorizes computer printouts of payroll records to be
used to meet the record retention requirements to verify payment
of prevailing wage rates.
Status: SB 759 was signed into law, Chapter
500, Statutes of 2005.
860 (Bowen) Credit Card Processing Fees: State Agencies:
This bill would have prohibited the CSU from imposing any processing,
transaction fee or charge for a payment made by credit card.
Status: SB 860 passed from the Senate, was
not heard in Assembly Banking and Finance, and was dropped by
940 (Torlakson) Public Works: This bill would have
required the Department of Industrial Relations to publish on
its website the prevailing wage rates for residential construction.
Status: SB 759 was vetoed by the Governor.
In his message, he said that there is insufficient data to correctly
determine residential wage rates, which has caused some low
income housing projects to pay the higher commercial rates.
He asks that a bill be sent that solves that problem, which
this bill does not address.
1106 (Lowenthal) Public Contracts: Recycled Goods:
This bill consolidates, updates, and clarifies existing recycling
laws, eliminates duplicative provisions, and establishes or
restates recycling goals and reporting requirements of state
agencies in accordance with specified timeframes, as provided.
Status: SB 1106 was signed into law, Chapter
590, Statutes of 2005.
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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