Vice President Forum:

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• Vice President Forum
• Reorganization
• Budget Reductions
• January, 2007

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Reduction Targets
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Finance and Administration(FA)
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FA Mission

• Committed to excellence, FA provides responsive
  and supportive campus services necessary for
  students, faculty, and staff to participate in
  teaching, learning, and outreach.

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FA Functions Business Services

• Financial Services
• Budget preparation
• Budget analysis
• Budget oversight
• Accounting
• Fixed assets
• Financial statements preparation
• Financial statements distribution
• Financial statements analysis
• OUS reporting
• Respond to OUS information requests
• Internal/external audit
• Financial irregularities
• Payroll set-up
• Payroll calculation and distribution
• Garnishments
• Student payroll
• W-2s

• Department Services
• Contracts
• Leases
• RFPs
• Purchasing
• Travel reimbursement
• Risk management
• Mail Services
• Print Copy Services

• Student Services
• Cashiering
• Student billing and accounts
• Students bill collections
• Student payments
• Check disbursement
• Student financial aid disbursement
• SOUOne Card
• Cash handling
• Banking
• State treasury liaison
• Student in-house loan administration
• Perkins loan administration collections
• Student third party payments
• Parking administration
• SIS tuition fee set-up and maintenance

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FA Functions

• Campus Public Safety
• Campus security
• Emergency services
• Training
• Parking lot maintenance
• Parking enforcement

• Environmental Health and Safety
• Building safety issues
• Occupational safety issues
• OSHA compliance

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FA Functions

• Facilities Management Planning
• Campus planning
• Facility planning
• Work order/building maintenance
• Capital repairs
• Capital construction
• Custodial services
• Lock shop
• Landscape maintenance
• Utilities/HVAC
• Support services
• Motor pool
• Driver clearance

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FA Functions Human Resources

• Employee recruitment/Search support
• Employee issues/grievances - Includes working
  with supervisor/departments on disciplinary
  issues including corrective actions and
  termination
• New hire process
• Employee contracts Includes issuing employment
  contracts on an annual basis, includes both
  unclassified and faculty employees.
• Contract Administration/Negotiation - Includes
  not only contract administration, but contact
  Negotiation with both SEIU (done every biennium)
  and APSOU.
• Community Involvement Active in organizations
  like Ashland Cultural Diversity Alliance. Take
  the SOU presences to the community, remain
  actively involved with community outreach.
• Employee counseling Work with current employees
  in many capacities from full benefits counseling
  to employee relations and career development.
  Coordinate PEBB sponsored clinics. Answer both
  general and specific questions about any number
  of issues relating to employment at SOU.

• Benefits Work with employees with specific
  benefit questions, coordinate open enrollment,
  and represents SOU on OUS committees regarding
  any changes or upgrades to current benefits plans
  or programs. Tracking FMLA Maintain PEBB Data
  system with hires, terminations and qualifying
  status changes.
• Policies - Update, rewrite, and write policies
  for SOU.
• Workers Compensation Administer claims with
  the state workers compensation function.
• Classified employee support
• Personnel records, Track Annual Performance
  Reviews, Records Retention and Purging
• Other Issues - This year is the University
  Accreditation Self Study. HR has an active role
  in at least two standards.
• Affirmative Action
• ADA
• Salary Compensation / Studies / Advising
• Employee Training / Development

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FA

• Re-visioning
• Re-organization
• Re-engineering

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FA

• People
• HUMAN RESOURCES
• Buildings Grounds
• FACILITIES MANAGEMNT PLANNING
• Money
• FISCAL AFFAIRS

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Values

• Effective
• Efficient
• Value Added
• Cost Savings
• Customer Service
• Client Satisfaction

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Finance and AdministrationReductions

• 834,582

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FA

• Staff Reductions
• 9.75 FTE
• Eliminate overtime
• Equates to 616,345 Salary and OPE savings
• SS Reductions totaling 218,237
• Limit travel
• Eliminate carpet replacement
• Use existing paint inventory.
• Eliminate purchase of holiday lights

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FA

• Reduce level of support for Athletics
• Close swimming pool
• Reduce field maintenance
• Reduce services for Commencement
• Eliminate new landscape plantings
• Consolidate classroom scheduling for evening and
  weekend classes

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FA

• Reduce custodial services
• Minimal cleaning of offices and classrooms
• Reduce trash collection from offices
• Recycling in buildings
• Reduce campus mail delivery to 2 times per week
• Reduce accounts payable check run to 1 time per
  week

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• Institutional Advancement

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What is Institutional Advancement?

• To advance the Universitys strategic plan
• To communicate to internal and external
  constituents in an effective, timely, and
  responsive manner
• To increase participation and engagement and
  foster collaboration with external constituents
• To increase private financial support
• To improve the integrity, breadth, depth and
  accessibility of our information systems

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The Office of Institutional Advancement includes
the following

• Alumni Relations
• Development
• Marketing Public Relations
• Publications
• SOU Foundation

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Southern Oregon University Foundation (SOUF)

• Purpose of the SOU Foundation Established in
  1959, SOUF supports and promotes the educational,
  scientific, and charitable activities of SOU.
  Gifts provide scholarships for students and help
  fund new programs and projects.
• Mission
• The SOU Foundation seeks to supplement state
  funds with private and corporate donations to
  maintain and increase the Universitys status as
  a respected institution of higher learning.

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Annual Support Provided by SOUF

• Scholarships
• 548,000 in FY2005-06
• Other support
• 1,789,000 in FY 2005-06
• Capital needs, academic programs
• Affiliate support

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Operational Objectives

• Increase number of people engaged in SOU with an
  emphasis on alumni engagement
• Marketing to recruit new students and garner
  external support
• Increase private dollars for campus priorities
• Achieve greater efficiency and timeliness of
  informational reporting to campus and external
  constituents

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Financial Summary

• IA - General Funds 917,000
• SOU Foundation 696,000
• Self Support 245,000
• Total IA Budget 1,858,000

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Budget Reductions

• Reductions 88,000
• Defer needed priority hires
• Increase support through Southern Oregon
  University Foundation
• Self-support in publications

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• Student Affairs

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• Student success is everybodys business.
• --George Kuh
• Director of the Center for Postsecondary Research
  at Indiana University Bloomington and founder of
  NSSE

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Student Affairs

• ACCESS Center
• Advising/Disabilities Services
• Admissions
• Athletics
• Bookstore
• Dean of Students

• Financial Aid
• Housing/Dining
• Registrar
• Student Activities Leadership
• Student Health Wellness Center

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Student Affairs

• Collectively we are responsible for the
  coordination of recruitment and retention efforts
  and providing services and opportunities designed
  to assist students in successfully achieving
  their academic goals and preparing for career and
  life success.

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Vision for Improvement

• An integrated, coherent, data-driven,
  institutional approach to the recruitment and
  retention-to-graduation of students at Southern
  Oregon University

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Recent Accomplishments

• Admissions, Financial Aid, and Registrar into
  Student Affairs division
• Analysis of NSSE, CIRP, NCHA, and SOU trend data
• Participation in the Foundations of Excellence
  project
• Major recruitment and retention programs
  reinvented based on data, best practices, and
  focused institutional messaging
• New leadership for housing/dining and student
  activities
• Additional support for multicultural student
  groups
• Integration of mental health services into the
  Student Health Wellness Center
• Planning for reorganization/remodel of SHWC
• Reinvention of student planner handbook focused
  on academic success
• Introduction of early warning/intervention
  strategies
• Inclusive mission-development process
• Phase I of divisional 5-year plan development

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Reorganization

• Enrollment Services Center
• Student Support/Early Interventions
• Student Activities Leadership
• Other Areas
• 373,500 savings contributed

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Six Conditions that Matter to Student Success
(NSSE/Project DEEP)

• Living Mission Lived Educational Philosophy
• Unshakeable Focus on Student Learning
• Environments Adapted for Educational Enrichment
• Clear Pathways to Student Success
• Improvement-Oriented Ethos
• Shared Responsibility for Educational Quality
  Student Success

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• Change is hard because people overestimate the
  value of what they haveand underestimate the
  value of what they may gain by giving that up.
• James Belasco and Ralph Stayer