CWUFinancial Affairs NewsFinancial Affairs Newshttp://www.cwu.edu/financial-affairs/newsen-usState 2015-2017 Operating and Capital Budgetshttp://www.cwu.edu/financial-affairs/node/2537Thu, 16 Jan 2014 08:34:03<p><img alt="" src="/financial-affairs/sites/cts.cwu.edu.financial-affairs/files/images/CWU%20Mountain%20Medallion-final.jpg" style="width: 466px; height: 228px;"></p><p>In early July 2015 the state legislature finalized and the governor signed funding plans for operations and construction/facilities for the 2015 – 2017 biennium. CWU budget and legislative staff have been poring over these complex documents since they were approved. The operating budget alone is 538 pages, with hundreds of pages of supporting documents. Now the legislature is in its third special session, with a few budget decisions still before them.</p><p><br>Following is a summary of key decisions and their impact on CWU—as we understand them today. Staff will continue to analyze the budget and develop recommendations for discussion and adoption by the Board of Trustees at the end of this month.</p><h4><br><u><strong>Operating Budget</strong></u></h4><p>The operating budget reduces tuition for resident undergraduates by 5 percent this year (2015-16) and by 15 percent next year. That brings CWU tuition to $6904 this year and $5919 the year after.</p><p><br>Legislators also provided some money to replace tuition revenue lost with the cut in tuition rates, and to off-set the cost of services associated with improving graduate rates and some of the cost of collective bargaining agreements.</p><p><br>The state budget fully funds CWU contracts with the Washington State Federation of State Employees and Public School Employees. Additional funding is provided to be used--at the discretion of each university--to increase compensation or implement other collective bargaining agreements. We are working now to see what compensation adjustment is possible for exempt employees, who have had just one general increase in the last seven years.</p><p><br>These off-sets come after a year in which we focused intently on reducing costs. As you will recall, last year we closed a $6.5 million university budget gap by eliminating about 58 positions and by assuming that academic programs would increase revenue. Academic revenue needs to grow by $1.8 million in the upcoming academic year and by $2.3 million in the next. As a result of better retention and more effective recruitment, student enrollment also is on target to grow over the next two years—from 10,167 (annual average headcount) students for FY 2015 to an estimated 10,440 (average annual headcount) in FY 2017.</p><p>If these assumptions hold true, I am cautiously optimistic that, for the short-run at least, CWU can look forward to budgets that are not balanced by cuts or reserves! But that assumes the tuition reduction and additional state funding don’t change, and that academic programs grow revenue and we see new enrollment, through retention and recruitment.</p><p><br>One other important note about budget language concerts Services and Activities fees. State law specifies that S&amp;A fees may not increase faster than the “annual percentage increase in student tuition fees.” Freezing tuition would also freeze S&amp;A fees. However, the budget language has decoupled S&amp;A Fees and tuition in each of the last few years, including this one. Bottom line, S&amp;A fees can rise if students choose to increase them.</p><h4><br><u><strong>Construction Budget</strong></u></h4><p>CWU is looking forward to a record capital budget of more than $95.2 million, which includes the following projects:</p><p style="margin-left: 40px;"><br>• Bouillon Hall ($4.977 million) - renovation<br>• Combined Utilities ($8.0 million) – upgrading underground infrastructure, from electrical to fiber to steam<br>• Lind Hall ($4.9 million) - renovation<br>• Preservation ($5.935 million) – “paint, patch, and fix” projects<br>• Program (3.777 million) – modernizing facilities to meet program needs<br>• Health Sciences ($4.3 million) – phase two of a predesign-design-build project to house the Department of Nutrition, Exercise, and Health Sciences<br>• Old Heat - Plant Annex ($4.9 million) – tear down and replace the south annex of “Old Heat,” the steam plan on University Way<br>• Preventive Maintenance ($2.411 million)<br>• Samuelson Computer Science &amp; Tech ($56.041 million) – demolish and replace the southern portion of Samuelson; renovate the northern portion. The new facility will house ITAM, math, computer science, multi-modal learning and the university data center.</p><p><br>We also received approval for up to $8.4 million in bonds to fund the renovation for the oldest portion of the old boiler plant.</p><p><br>In general the new state budgets are encouraging and represent significant improvements over those of the previous five years. Staff are continuing to analyze legislative budget documents—which are still emerging from the third special session of the legislature. Watch your email and Central Today for further updates!</p></br></br></br></br></br></br></br></p style="margin-left: 40px;"></br></br></br></br></br></br></br></br></br></br></br>Business and Financial Affairs Reorganization - June 5, 2015http://www.cwu.edu/financial-affairs/node/2536Mon, 04 Nov 2013 14:36:26<p>The implementation of chart of accounts, CATPlan, and the shift to Responsibility Center Management (RCM), will forever change the way we do business here at CWU. I believe these changes present an opportunity to realign and reconfigure the Business and Financial Affairs Division to provide new opportunities, training, and succession planning for the future. After much thought and consultation the following changes will be effective July 1, 2015:</p><p style="margin-left: 40px;">1. Karen Hamel will assume the role of Associate Director of Budget and Business Analysis/CATPlan Administrator. Karen will provide budget management support to my office as Business Manager for BFA and support the CatPlan budget module.</p><p style="margin-left: 40px;">As we work to backfill her position, Mary Rill will continue to support the budget office while she transitions into her position in the Wildcat Shop as the Manager of Merchandising &amp; Marketing. I anticipate Mary transferring to the Wildcat shop on a permanent basis in early summer (TBD).</p><p style="margin-left: 40px;">Crissy Timberlake will transfer to Human Resources. This realignment helps centralize all position control functions into one overall unit.</p><p style="margin-left: 40px;">- My plan includes offering travel pro-cards to each academic college lead administrator in order to streamline the process for academic units to plan and pay for their travel requirements.<br>- Journal vouchers processed by the Budget Office will migrate to the Financial Services Department.<br>- Initial fielding and disposition of Fiscal Notes will transfer to Public Affairs/Government Relations and be assigned to Ann Anderson. Once reviewed and identified for disposition, the Budget Office will still provide financial analysis for Government Relations as part of financial reviews and impacts for CWU.<br>- Crissy Timberlake’s non-position control duties will be absorbed by Financial Services.</p><p style="margin-left: 40px;">2. Sharon Jonassen will assume the role of Senior Academic Financial Budget Manager and John Logwood will join her as the Academic Financial Budget Manager. Andrew Sullivan will be assigned to the interim Student Funds Financial Manager position. As a result of these transitions we will advertise for an accountant and student life business office fiscal analyst 3. It will be a busy summer while the above transitions firm up and the books of account close, but I believe this will position the right people in the right places to get the job done.</p><p style="margin-left: 40px;">3. Brenda Mofford will transfer from the Budget Office to assume the role of Budget Manager supporting the President’s Office and Operations Division as a stretch assignment.</p><p style="margin-left: 40px;">4. Mickey Parker’s position as Facilities Management Department Business Manager remains unchanged.</p><p style="margin-left: 40px;">Patrick Stanton will report indirectly to Budget and Business Analysis (matrix) and solid line to Joel Klucking for Auxiliary Financial Operations. Patrick maintains his duties to provide innovation fund financial and business plan support for staff and management. Business and Financial Affairs</p><p style="margin-left: 40px;">5. For Financial and Auxiliary Services, the following changes will occur:</p><p style="margin-left: 40px;">Caroline Busch will serve as Manager of Financial Reporting. Caroline has demonstrated strong financial analysis capability by volunteering for several special projects. This provides her a stretch opportunity to grow into a broader role for CWU. Caroline will continue to provide payroll specialist support for payroll operations as a dual assignment role.</p><p style="margin-left: 40px;">Chris Huss’ role as Director of Financial Services remains unchanged.</p><p style="margin-left: 40px;">Associate Dean of Student Life, Richard DeShields will report on a dotted line basis to Associate Vice President Joel Klucking for Housing activities associated with Auxiliaries Financial Planning. Richard DeShields student conduct and student life roles and responsibilities remain intact and align directly to Dean Sarah Swager. Only the financial planning and integration with Auxiliary Finances are addressed with this realignment via a matrixed reporting assignment to ensure all AUXILIARY operations are within Joel Klucking’s purview.</p><p style="margin-left: 40px;">Connie Dahlberg and Denise Margheim, from HR’s data management team, will join BFA in an effort to consolidate all time and labor activities into one organization, adding economy and efficiency.</p><p style="margin-left: 40px;">With Mary Aho’s retirement after 39 years at CWU, Rachel Crimp will be assigned the interim Conference Services Manager. A search will be initiated to fill this position during summer 2015.</p><p style="margin-left: 40px;">Stephanie Simmons departed CWU and relocated to the Tri-Cities, Washington. As a result, Jim Matheny will transfer from Dining Services to serve as interim Catering Manager. A search will be initiated to fill this position during summer 2015.</p><p style="margin-left: 40px;">6. CWU will await the results of the Ruffalo Noel Levitz consultant review regarding Enrollment Management efficiency, effectiveness and suggestions regarding optimal alignment for student recruiting and admissions support. The report is expected to be delivered to CWU later this year.</p><p style="margin-left: 40px;">Finally, Gayle Fogle will retire in July 2015. Gayle’s position will not be filled after her departure.</p><p>Please congratulate the above staff in terms of their new assignments. The rotations and assignments will broaden our ability to deliver excellent customer service to staff, faculty and students for the future.&nbsp; I am very excited with the above changes and believe the cross training and opportunities provided will strengthen our management team to meet the challenges ahead for Central Washington University.</p><p>George Clark<br>CFO/VP of Business and Financial Affairs</p></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></br></br></br></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></br>Business and Financial Affairs Reorganization - Revisedhttp://www.cwu.edu/financial-affairs/node/2535Thu, 17 Oct 2013 09:51:10<p>Due to new information the BFA Reorganization has been revised to accommodate necessary coverage. The following changes will be effective July 1, 2015:</p><p style="margin-left: 40px;">1. Shelly Baird, Director Budget and Budget Development, will retire from CWU effective July 1, 2015. I recently approved Shelly’s proposed retirement date and have outlined a succession plan as noted below.</p><p style="margin-left: 40px;">2. Adrian Naranjo will move from his current position as Student Financial Services Director to take on the role of Interim Assistant Vice President for Financial Planning and Analysis (formerly Budget and Budget Development). All BFA budget and business managers will report to Adrian in his new role. A search will be conducted in FY 2016 to identify a permanent AVP for Financial Planning and Analysis.</p><p style="margin-left: 40px;">3. Several assignment changes are planned for Student Financial Services:</p><p style="margin-left: 80px;">Kelley Christianson will assume the role of Interim Student Financial Services Director as a result of Adrian Naranjo’s reassignment above and report to the VPBFA/CFO.</p><p style="margin-left: 80px;">In October, Amelia Black will be retiring from CWU. At that time we will eliminate her managerial position supporting Perkins Loans since the Federal Government will wind down this program. Also, the vacant Fiscal Technician position in Student Accounts has been eliminated.</p><p style="margin-left: 80px;">Eva Whitsett will move to interim Associate Director of Student Financial Services.</p><p style="margin-left: 80px;">Maria Rios will assume the position of interim Assistant Director of Financial Aid.</p><p style="margin-left: 40px;">4. John Swiney’s request to transition into part-time status has been approved. John will assume a part-time special assistant role reporting to the Vice President for Business and Financial Affairs/CFO which will be effective July 1, 2015. We are working the details of this assignment and will prepare for a national search for a new Associate Vice President for Enrollment Management which will take place during Summer 2015. John, Kathy Gaer-Carlton and Diane Fishel-Hall will all report to the VPBFA/CFO during the interim.</p><p style="margin-left: 40px;">Please congratulate the above staff in terms of their new assignments. The rotations and assignments will broaden our ability to deliver excellent customer service to staff, faculty and students for the future.</p><p style="margin-left: 40px;">I am very excited with the above changes and believe the cross training and opportunities provided will strengthen our management team to meet the challenges ahead for Central Washington University.<br>&nbsp;</p><p style="margin-left: 40px;">George Clark<br>CFO/VP of Business and Financial Affairs</p><p style="margin-left: 40px;">&nbsp;</p><p><br>&nbsp;</p></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 80px;"></p style="margin-left: 80px;"></p style="margin-left: 80px;"></p style="margin-left: 80px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></p style="margin-left: 40px;"></br></p style="margin-left: 40px;"></br></p style="margin-left: 40px;"></br>CWU Preparation, Federal Plan Reduce Government Shutdown Effects on Studentshttp://www.cwu.edu/financial-affairs/node/2534Tue, 01 Oct 2013 10:45:23<p>Rapid processing of federal financial aid and federal contingency plans will protect students at Central Washington University from the most extreme effects of the shutdown of the federal government. The failure of Congress to approve a continuing budget resolution by midnight last night will disrupt the operation of federal programs, including agencies and programs that fund higher education research and many student assistance programs.</p><p>"In preparation for the imminent shutdown, CWU requested reimbursement for all federal awards that had incurred costs. However, we can only be reimbursed for funds we've spent," explained Connie Williams, associate vice president for Business and Financial Affairs. "We've received payment for about 83 percent of what has and will be spent in the next few weeks. We'll cover the remaining 17 percent until Congress agrees on a budget."</p><p>Last week CWU received a memo from US Office of Management and Budget (OMB) outlining the contingency plan for the US Department of Education (DOE) in the event of a government shutdown. The memo said work required to process Pell Grants and subsidized and unsubsidized student loans will continue as normal. Federal employees necessary to support those functions are among the agency's top priorities.</p><p>Federal reimbursements to CWU received so far total about $13.7 million in federal loans and $70,000 for the Supplemental Educational Opportunity Grant (SEOG), a federal assistance grant reserved for college students with the greatest financial need. As of close of business yesterday, the last day of the federal fiscal year, Williams said about $5 million in loan packages had been offered to, but not officially accepted by, students. If the aid is accepted within the next week, CWU may have to cover those payments until Congress approves a budget.</p><p>Of the total Pell grant funding of $5.5 million, CWU has allocated and received federal payment for about $4 million. Williams said CWU also will hold Pell recipients harmless from the effects of the government shutdown.</p><p>"The bottom line is that students, who were awarded and have accepted federal financial grants and loans by September 30, should not be affected by the federal government shut down," said Williams.&nbsp;</p><p>CWU federal research and non-research funding also may be affected, because reimbursement requests for other grants and contracts are typically processed after September 30, the last day of the federal fiscal year. Funding processing may be suspended until a continuing resolution is approved. The university will be able to submit requests for new awards, but they will not be processed until a new continuing resolution is adopted.</p><p>CWU already has received federal funding for the 2013-2014 school year for the McNair Scholars program, the College Assistance Migrant Program (CAMP), Higher Education Program (HEP), Student Support Services (SSS), and for Gaining Early Awareness and Readiness for Undergraduate Programs (GEAR UP) grant, which prepares more than 2,000 middle school students in central Washington for success in college.</p><p>However, CWU’s Army ROTC program received a direct hit. Government Services employees had to be furloughed, which will delay books, tuition, room and board and monthly stipends for cadets, since appropriate paperwork cannot be processed. The program is working with the university to avoid any adverse affects on students.</p><p>At this time there is no information on any impact to veteran’s programs through CWU’s Veterans Center.</p><p>Under the contingency plan of the DOE, 90 percent of employees would be immediately furloughed. During the first week of a shutdown the agency would maintain only functions related to the discharge of the duties of presidentially-appointed, senate-confirmed individuals; the protection of life and property; and, as appropriate, the obligation, payment, and support of student financial aid as well as other pre-authorized payments and obligations.</p><p>A shutdown lasting longer than a week, could affect the processing of student loans/grants and payments. Programs using mandatory or multi-year funding from a prior year would continue to operate through a government shutdown, though likely at a slower rate with far fewer employees. The text of the full OMB Contingency Plan may be accessed at: www.whitehouse.gov/omb/contingency-plans.</p><br><p>Media Contact: Linda Schactler, Executive Director of Public Affairs, 509-963-1384</p><p>October 1, 2013</p></br>CWU Authorizes Compensation Adjustmentshttp://www.cwu.edu/financial-affairs/node/2526Mon, 22 Jul 2013 14:00:48<p>Central Washington University today announced salary adjustments for non-union employees. Exempt employees will receive a 3-percent increase effective retroactively on July 1, 2013.&nbsp; Classified staff who are not represented by a union will receive a 1-percent wage increase, wage adjustments that are linked to performance goals, and an adjustment to the state salary schedule.</p><p>The compensation adjustments were approved Friday by the Board of Trustees. In June, the state legislature approved contracts negotiated with classified staff represented by the Washington State Federation of State Employees and the Public School Employees of Washington. The university is currently negotiating a new contract with the United Faculty of Central Washington University.</p><p>CWU President James L. Gaudino said the increases, the first since 2008, will begin to address the erosion in employees' compensation and in the ability of the university to recruit and retain employees.</p><p>"Even though we are unable to rectify the total loss of salary increases that you have endured these last four years, I am committed to beginning the process of providing some movement forward," said Gaudino Monday in a memo to employees. "The services you provide have positioned us to continue to provide an exceptional educational experience for everyone."</p><p>Gaudino said the compensation adjustments were possible due to the implementation of a series of emergency measures required to absorb a cut in state support of more than 50 percent since 2009. Over the same period, CWU reduced staffing levels by more than 100 full-time employees. In spite of the personnel reduction, employees are serving 1,000 more students than in 2009. The university also has implemented strong financial management systems that provide the more precise information that is required to make strategic financial decisions.</p><p>Compensation adjustments for non-union classified staff will mirror those in union agreements approved by the legislature. The increases include a new step on the pay schedule for classified staff on July 1, 2013. About 155 employees who have been at Step L for six years will be moved to the new "Step M" for an increase of about 2.5 percent.&nbsp; On July 1, 2014 all classified staff will receive a 1-percent salary increase. In each of the next two fiscal years classified staff will receive a lump-sum payment if the university achieves Student Success Incentive Goals for enrollment, retention, diversity, and graduation rates.<br><br>"All of your hard work and commitment has ensured that Central continues to grow and sustain a strong student FTE," said Gaudino.&nbsp; "I wish there were some other way to say thank you but I do sincerely thank you for all that you have done and all that you will do."&nbsp;</p><p>Increases effective on July 1, 2013 will be realized in the August 25 payroll distribution.</p><p><strong>Media contact:</strong> Linda Schactler, executive director, CWU Public Affairs, 509-607-4103, schactler@cwu.edu</p><p>July 22, 2013</p></br></br>CWU improving Campus Applications and Technology (iCAT)http://www.cwu.edu/financial-affairs/node/2515Mon, 26 Nov 2012 10:44:23<p><img alt="" src="/financial-affairs/sites/cts.cwu.edu.financial-affairs/files/images/peoplesoft.jpg" style="width: 160px; height: 160px; "></p><p>November 26, 2012</p><p>ELLENSBURG, Wash. — Central Washington University is taking a giant step forward in information technology with the launch of multiple initiatives collectively called iCAT (improving Campus Applications and Technology). The project devotes a group of consultants solely to the automation of key business systems, software enhancements that will assist the end user, and the development of a university "portal."</p><p>"By modernizing our day-to-day business processes and information, the university will ultimately increase efficiency," said CWU President James L. Gaudino, who said the project will be completed by about two-dozen consultants from CedarCrestone, a consulting, technical, and managed services firm, based in Alpharetta, Georgia, specializes in implementing Oracle systems for higher education. "We want to bring our workplace technology up to speed as quickly as we can without diverting employees from their regular work."&nbsp;</p><p>CedarCrestone staff will be situated on the second floor of the Brooks Library and in Bouillon Hall. Project manager Gene Shoda said iCAT will automate paper forms now used for travel, charge-credit, purchasing, timecards, and faculty workloads. Another part of the project will tackle the university's fiscal systems. Shoda said that CWU users will play an essential role in project design and development—before the technical work gets fully underway. CedarCrestone staff have already begun to analyze paper processes and to meet with CWU employees about process requirements.</p><p>"The goal is to standardize and streamline processes and procedures and, in the end, make user tasks easier and more efficient," said Shoda.&nbsp; "We’ll look at process requirements, best practices, and the technology available to simplify and automate work processes.&nbsp;</p><p>The overhaul will include the development of a university "portal," a single desktop window that allows individuals to access all campus systems and that individuals can customize for their own work or school needs.&nbsp;</p><p>"We already own the portal through our PeopleSoft license, we simply haven't had the time or resources to install it," said Gaudino. "The portal will be a kind of personalized gateway to information people need every day, from class schedules and financial aid accounts, to vacation balances and payroll information."</p><p>iCAT is part of a significant new user-driven approach to "enterprise systems," technology that affects information flow across campus. A new university Enterprise Team, that reports to Cabinet, will help the university ensure that systems recommended for purchase are compatible with the current and future technology needs as well as existing technology.&nbsp; The Enterprise Team, chaired by Director of Organizational Effectiveness Ed Day, includes a diverse group of academic and non-academic people, with an emphasis on those who understand CWU academic, student, and technology "systems."</p><p>The iCAT project is slated for completion by July 2014.&nbsp;</p><p>Media Contact: Linda Schactler, director, Public Affairs, 509-963-1384, schactler@cwu.edu<br>&nbsp;</p></br>