Fiscal Accountability Framework Background
Index
NOTE: This page provides information used during the Fiscal Accountability Framework project, from 8/22/01 to 1/24/02. The information is updated through the last meeting of the Steering Committee on January 24, 2002, where the Final Report was presented. The Final Report was subsequently presented to the Budget and Finance Committee of the Board on February 15, 2002. For current project implementation status of project recommendations, see ../faf/.Framework Structure and Approach Kickoff Meetings Contacts Contact Listservs Meetings: Final Report
Status of Key Issues
Other Resources
Framework
Project Rationale
- History of many fiscal processes being performed centrally with detailed policy and processing instructions
- Legislative changes and other initiatives resulted in increased operating autonomy of individual institutions
- Senate Bill 271 transferred selected fiscal authority from the State to the System
- Implementation of new systems has enabled increased responsibility by end users
- New budgeting model allocates funds to individual institutions based largely on student enrollments
- Rapidly changing competitive environment requires faster response from institutions
- Limited accompanying strategy defining the implications of this increase in operating autonomy
- Concern expressed by external auditors and acknowledged by management about the diminution of internal controls and fiscal accountability
Overall Objective
Design a Fiscal Accountability Framework consistent with fulfilling the fiduciary responsibility of the Board, Chancellor's Office, and institutions, while recognizing the increased responsibilities of the individual institutions.Fiscal Accountability Framework:
The management structure, controls and guidance that assist the OUS Board, Chancellor's Office and institutions in setting fiscal-related goals and monitoring the performance of those goals
Specific Goals
- Definition of roles and responsibilities at the Board, Chancellor's Office and Institutional levels
- Assignment and delegation of responsibility and authority for functions and business processes
- Establishment of fiscal policies and procedures to serve as the foundation for the Fiscal Accountability Framework
- Assessment of staffing levels and other required resources to fulfill clarified responsibilities
- Enhancement of internal control structure to support the new framework
- Identification of enhanced financial and managerial reporting opportunities to enable institutions, the Chancellor's Office, and the Board to better manage and monitor performance, as well as to fulfill fiduciary responsibilities
- Creation of internal performance measures, including trend analysis, actual-to-budget, and benchmarks
- Identification of specific tasks to be performed relating to monitoring success of the Fiscal Accountability Framework in the future
Time Line
It is anticipated that the duration of the Fiscal Accountability Framework project will be six to nine months, commencing in late August 2001, with implementation of the new Fiscal Accountability Framework beginning July 1, 2002.Structure and Approach
Project Organization
(Printable PDF version)
Team Responsibilities
Budget & Finance Committee of the Board
- Provides strategic management
- Confirms project plan (goals and objectives, structure and approach, deliverables, and time
- line)
- Monitors progress
- Advises and acts on policy recommendations from the Steering Committee
Steering Committee
- Serves as champion and sponsor
- Advises the Project Management Team on key components of project plan (goals and objectives, structure and approach, deliverables, and time
- line)
- Marshals and allocates resources (including funding; people with management, functional, and technical skills; and equipment)
- Monitors progress
- Advises on policy drafts
- Provides policy recommendations to the Budget and Finance Committee of the Board and/or Vice Chancellor for Finance and Administration (pursuant to delegated authority)
- Advises on implementation of policies by user community
Project Management Team
- Ensures that the project plan is effectively translated into a practical reality
- Develops and implements the project plan (goals and objectives, structure and approach, deliverables, and time-line)
- Manages the contract with Arthur Andersen
- Secures leaders for each of the Business Process Work Groups
- Works with Budget Officers and Business Officers to establish membership of the Business Process Work Groups
- Works with the Budget Officers and Business Officers to secure participation of appropriate campus personnel in assisting the Business Process Work Groups
- Provides direction, facilitation, and mediation as needed to Business Process Work Groups
- Solicits insights from the Budget Officers and Business Officers on draft policies
- Solicits insights from the Academic Council and Administrative Council on draft policies
- Works with the Consultant to provide periodic (generally monthly) progress reports to the Budget and Finance Committee of the Board, Steering Committee, Academic Council, Administrative Council, Budget Officers, and Business Officers
- Facilitates review and comment on draft policies throughout the project structure
- For additional information, see Specific Responsibilities and Deliverables related to the Project Management Team (PDF version).
Arthur Andersen
- Provides broad based knowledge and experience of fiscal best practices in higher education
- Provides project management guidance and advice
- Provides professional expertise in the application of GAAP (including FASB, GASB, AICPA, and NACUBO); federal requirements related to OMB A
- 21, A
- 110 and A
- 133; and the Internal Revenue Code
- Assists the Project Management Team with assignment of tasks and monitoring of progress by Business Process Work Groups
- Guides the Business Process Work Groups in analyzing current policies, examining alternatives, researching best practices, and drafting policies
- Provides frequent (generally semi
- monthly) progress reports to the Project Management Team
- Works with the Project Management Team to provide periodic (generally monthly) progress reports to the Budget and Finance Committee of the Board, Steering Committee, Academic Council, Administrative Council, Budget Officers, and Business Officers
Academic Council & Administrative Council
- Advises on project plan (goals and objectives, structure and approach, deliverables, and time
- line)
- Enables and supports staffing of Business Process Work Groups
- Advises on policy drafts for consideration by the Steering Committee (facilitated by the Project Management Team)
- Budget Officers & Business Officers
- Advises on project plan (goals and objectives, structure and approach, deliverables, and time
- line)
- Enables and supports staffing of Business Process Work Groups
- Advises on policy drafts for consideration by the Academic Council and Administrative Council (facilitated by the Project Management Team)
- Acts as liaison between the Project Management Team and a broad base of institutional and Chancellor's Office constituents (i.e., strengthen information sharing, reinforce positive collegial ties, promote user participation and acceptance, etc.)
Business Process Work Groups
- Works with the consultants to analyze current policies, examine alternatives, research best practices, and research GAAP and regulatory requirements
- Seeks insights from operational supervisors and users
- Drafts new policy or revisions to existing policy for consideration by the Budget Officers and Business Officers (facilitated by the Project Management Team)
- For additional information, see Specific Responsibilities and Deliverables related to the Work Group leaders and members (PDF version).
Kickoff Meetings
8/22/01 Presentation
This linked document represents the presentation slides that were distributed and used for discussion at the 8/22/01 meeting of the Steering Committee. Refinements were made as noted in the minutes.9/13/01 Presentation
This linked document represents the presentation slides that were distributed and used for discussion at the 9/13/01 meeting of the Business Process Work Group Leaders. Clarifications were made as noted in the minutes.Contacts
Steering Committee 11/28/01
| Phone | Fax | ||
| Ex Officio | |||
| Tom Anderes - CO Vice Chancellor for Finance & Administration |
346-5731 | 346-5790 | tom_anderes@ous.edu |
| Shirley Clark - CO Vice Chancellor for Academic Affairs |
346-5791 | 346-5764 | shirley_clark@ous.edu |
| Marilyn Lanier - CO Deputy Vice Chancellor for Finance & Administration |
346-5782 | 346-5757 | marilyn_lanier@ous.edu |
| Chair | |||
| Mike Green - CO Controller |
737-2092 | 737-0850 | michael_green@ous.edu |
| Members | |||
| Ron Bolstad - SOU VP for Administration & Finance |
552-6319 | 552-6337 | bolstad@sou.edu |
| Jay Kenton - PSU Associate VP for Finance & Administration |
725-3649 | 725-5800 | kentonj@pdx.edu |
| Mark McCambridge - OSU VP for Finance & Administration |
737-2447 | 737-3033 | mark.mccambridge@orst.edu |
| Sherri McDowell - UO Director of Business Affairs |
346-3165 | 346-5820 | mcdowell@oregon.uoregon.edu |
| Darlene Morgan - EOU VP for Administration & Finance |
962-3773 | 962-3062 | dmorgan@eou.edu |
| John Moseley - UO Senior VP and Provost |
346-3186 | 346-2023 | jtm@oregon.uoregon.edu |
| Darin Silbernagel - WOU VP for Business & Finance |
838-8175 | 838-8014 | silbernd@wou.edu |
| Marv Wigle - CO Associate Vice Chancellor for Budget & Management |
346-5762 | 346-5790 | marv_wigle@ous.edu |
| Doug Yates - OIT VP for Finance & Administration |
885-1870 | 885-1115 | yatesd@oit.edu |
| Legal Advisor | |||
| Ben Rawlins - CO Director of Legal Services & Compliance Officer |
346-5767 | 346-5790 | ben_rawlins@ous.edu |
| Internal Audit Advisor | |||
| Patricia Snopkowski - CO Director of Internal Audit |
737-0505 | 737-9133 | patricia_snopkowski@ous.edu |
| Other Advisor | |||
| John Minahan - WOU Provost & VP for Academic Affairs |
838-8271 | 838-8116 | minahaj@wou.edu |
Listserv: cd-fafsc@ous.edu
Contact personnel for Steering Committee members 11/28/01
| Name | Phone | |
| LeeAnn Case (Darlene Morgan, EOU) |
2-3773 | lcase@eou.edu |
| Kathy Coupe (Doug Yates, OIT) |
5-1104 | coupek@oit.edu |
| Heidi Guy (Darin Silbernagel, WOU) |
8-8170 | guyh@wou.edu |
| Judy Hanson (Ben Rawlins, CO) |
6-5716 | judy_hanson@ous.edu |
| Julie Harding (John Minahan, WOU) |
8-8271 | hardinj@wou.edu |
| Lisa Sherrill (Ron Bolstad, SOU) |
2-6324 | sherrill@sou.edu |
| Kelly Irish (Patti Snopkowski, CO) |
7-2193 | kelly_irish@ous.edu |
| Sherrie McArthur (Marilyn Lanier, CO) |
6-5777 | sherrie_mcarthur@ous.edu |
| Martin Pittioni (Jay Kenton, PSU) |
5-5878 | pittiom@PSUBAO.pdx.edu |
| CJ Nelson (Sherri McDowell, UO) |
6-0398 | cnelson@oregon.uoregon.edu |
| Carol Spinney (Mark McCambridge, OSU) |
7-2447 | carol.spinney@orst.edu |
| Helen Stampe (Shirley Clark, CO) |
6-5721 | helen_stampe@ous.edu |
| Marcia Stuart (Tom Anderes, CO) |
6-5738 | marcia_stuart@ous.edu |
| Jackie Thorsness (Mike Green, CO) |
7-0822 | jackie_thorsness@ous.edu |
| Dee Tipping (John Moseley, UO) |
6-2084 | dtipping@oregon.uoregon.edu |
Listserv: cd-fafsc-assistants@ous.edu
Project Management 10/09/01
| Phone | Fax | ||
| Manager | |||
| Mike Green - CO | (541) 737-2092 | (541) 737-0850 | michael_green@ous.edu |
| Members | |||
| Rita Brown - CO | (541) 737-0920 | (541) 737-0850 | rita_brown@ous.edu |
| Mike McCall - CO | (541) 737-3043 | (541) 737-0850 | michael_mccall@ous.edu |
| Jackie Thorsness - CO | (541) 737-0822 | (541) 737-0850 | jackie_thorsness@ous.edu |
| Jim Roth - Arthur Andersen | (312) 507-6047 | (541) 737-0850 | james.h.roth@us.andersen.com |
| Tim Walsh - Arthur Andersen | (541) 737-8325 (312) 507-9945 |
(541) 737-0850 | timothy.w.walsh@us.andersen.com |
| Zach Belton - Arthur Andersen | (541) 737-8325 (312) 507-9373 |
(541) 737-0850 | zachary.t.belton@us.andersen.com |
Listserv: cd-fafpm@ous.edu Work Group Leaders
Business Process Work Group Leaders 11/30/01
| Member | Work Group | Contact Info. |
| Nancy Cameron - UO Associate Director of Business Affairs |
Taxation | Phone: 346-2009 Fax: 346-5820 ncameron@oregon.uoregon.edu |
| Sam Collie - PSU Director of Financial Aid |
Student Financial Aid | Phone: 725-5448 Fax: 725-5965 collies@pdx.edu |
| Elizabeth Dickenson - CO Risk Manager |
Risk Management & Insurance | Phone: 346-5772 Fax: 346-5783 elizabeth_dickenson@ous.edu |
| Frances Dyke - UO Associate Vice President for Budget & Finance |
Budgeting | Phone: 346-2007 Fax: 346-2537 fdyke@oregon.uoregon.edu |
| Mark Johnson - CO Director of Treasury Operations |
- Debt Financing & Mgmt. - Endowment Management -Treasury Management |
Phone: 737-4082 Fax: 737-0850 mark_johnson@ous.edu |
| Marilyn Lanier - CO Deputy Vice Chancellor for Finance & Administration |
Documentation of Governance & Administration | Phone: 346-5782 Fax: 346-5757 marilyn_lanier@ous.edu |
| Miller Lembke - PSU Purchasing Manager (retired) & Contracts Officer |
Procurement | Phone: 725-3611 Fax: 725-3612 lembkem@pdx.edu |
| Ben Rawlins - CO Director of Legal Services & Compliance Officer |
Legal Issues | Phone: 346-5767 Fax: 346-5790 ben_rawlins@ous.edu |
| Gary Rogers - CO Director of Financial Accounting & Reporting |
Financial Reporting | Phone: 737-4361 Fax: 737-0850 gary_rogers@ous.edu |
| Tom Scheuermann - OSU Director of University Housing & Dining Services |
Auxiliary Enterprises & Other Activities | Phone: 737-0692 Fax: 737-6180 tom.scheuermann@orst.edu |
| Bob Simonton - CO Manager of Facilities Business Services |
Facilities Management | Phone: 346-5728 Fax: 346-5757 bob_simonton@ous.edu |
| Patricia Snopkowski - CO Director of Internal Audit Division & Heidi Sann - UO Fiscal Analyst/Audit Coordinator |
Auditing | Phone: 737-0505 Fax: 737-9133 patricia_snopkowski@ous.edu & Phone: 346-1116 Fax: 346-5820 hsann@oregon.uoregon.edu |
| Karen Steele - OSU Associate Director of Business Affairs |
Research & Sponsored Programs | Phone: 737-2294 Fax: 737-2069 karen.steele@orst.edu |
| Loren Stubbert - CO Director of Campus Budget Services |
Managerial Reporting | Phone: 346-5763 Fax: 346-5790 loren_stubbert@ous.edu |
| Susan Weeks - CO Chief Information Officer |
Information Technology Services | Phone: 346-5743 Fax: 346-5790 susan_weeks@ous.edu |
| John Craven - CO Payroll Operations Manager |
Payroll | Phone: 737-3466 Fax: 737-0850 john_craven@ous.edu |
Listserv: cd-fafleaders@ous.edu
Business Process Work Groups Index
(Select the work group to view work group membership contact information.)|
Work Group |
Listserv |
| Auditing | cd-faf-auditing@ous.edu |
| Auxiliary Enterprises & Other Activities | cd-faf-auxiliary@ous.edu |
| Budgeting | cd-faf-budgeting@ous.edu |
| Debt Financing and Management | cd-faf-debt@ous.edu |
| Documentation of Governance & Administration | cd-faf-governance@ous.edu |
| Endowment Management | cd-faf-endowments@ous.edu |
| Facilities Management | cd-faf-facilities@ous.edu |
| Financial Reporting | cd-faf-financialreporting@ous.edu |
| Information Technology & Services | cd-faf-infotech@ous.edu |
| Legal Issues | cd-faf-legal@ous.edu |
| Managerial Reporting | cd-faf-managerialreporting@ous.edu |
| Payroll | cd-faf-payroll@ous.edu |
| Procurement | cd-faf-procurement@ous.edu |
| Research & Sponsored Programs | cd-faf-research@ous.edu |
| Risk Management & Insurance | cd-faf-risk@ous.edu |
| Student Financial Aid | cd-faf-studentfinancialaid@ous.edu |
| Taxation | cd-faf-taxation@ous.edu |
| Treasury Management | cd-faf-treasury@ous.edu |
Contacts Listsrvs
Meetings
Calendar
(Use key to determine the group abbreviations used in the following calendar)
|
K E Y |
|||
| Abbrev | Work Group | Abbrev | Work Group |
| A | Auditing | MR | Managerial Reporting |
| B | Budgeting | P | Procurement |
| D | Debt Financing and Management | PR | Payroll |
| E | Endowment Management | R | Risk Management & Insurance |
| F | Facilities Management | SC | Steering Committee |
| FA | Student Financial Aid | SP | Research & Sponsored Programs |
| FR | Financial Reporting | T | Taxation |
| G | Documentation of Governance & Administration | TR | Treasury Management |
| I | Information Technology & Services | WGL | Business Process Work Group Leaders |
| L | Legal Issues | X | Auxiliary Enterprises & Other Activities |
| - | Not Available for Scheduling | # | Available for Scheduling Until 11 a.m. |
| % | Available for Scheduling After 1 p.m. in Portland or After 2 p.m. in Corvallis | ||
Calendar of Meeting Dates
12/19/01
| Aug. | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | |
| - | - | - | - | |||||||||||||
| 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | |
| - | - | SC | - | - |
| Sept. | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 |
| - | - | - | - | - | WGL | - | |||||||||
| 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | |
| - | - | - | SC | - | - |
| Oct. | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | |
| - | T | R, TR, MR, B | - | - | - | % P |
SP | FA, G | D | - | - | - | % I |
|||
| 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | |
| X, PR | MR | E | # | - | - | % | SP | R, A | SC, F | # | - | - | - | - | - |
| Nov. | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | |
| - | - | - | - | - | E, TR, G | T, P, PR | D, SP, B, MR | - | - | - | FR | X | FA | |||
| 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | ||
| - | - | - | - | SC | - | - | - | - | - | R | E, TR, MR | - | SC, X | - |
| Dec. | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | |
| - | - | - | SP | D | - | - | - | - | T | R, P | MR, SP, PR | - | - | |||
| 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | |
| - | - | SC | - | - | - | - | - | - | - | - | - |
| Jan. | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | |
| - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | ||
| 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | |
| SC | - | - | - | - | - | - | - | SC | - | - | - | - | - | - | - |
Minutes
Steering Committee
- August 22, 2001
- September 27, 2001
- October 25, 2001
- November 20, 2001
- November 29, 2001
- December 18, 2001
- January 16, 2002
- January 24, 2002 - Final Meeting
Business Process Work Group Leaders
Business Process Work Groups
- Auditing
- Auxiliary Enterprises & Other Activities
- Budgeting
- Debt Financing and Management
- Documentation of Governance & Administration
- December 12, 2001 (PDF)
- Cover Letter
- Document on Governance - DRAFT
- Endowment Management
- Facilities Management
- Financial Reporting
- Information Technology & Services
- Legal Issues
- Managerial Reporting
- Payroll
- Procurement
- Research & Sponsored Programs
- Risk Management & Insurance
- Student Financial Aid
- Taxation
- Treasury Management
Other Resources
Business Process Work Groups
Policies and Procedures
- ORSs - Oregon Revised Statutes (Higher Education Chapters 351,352,354)
- OARs - Oregon Administrative Rules, Chapter 580
- Bylaws of the Oregon State Board of Higher Education
- IMDs - Internal Management Directives
- FASOM - Financial Administration Standard Operating Manual
- Chancellor's Office Policies and Procedures
Methodology
Printable PDF version)
Meeting Schedules 01/22/02
Steering Committee
| Meeting Dates & Times |
Site | Other Arrangements | Agendas |
| August 22, 2001 9:00 - 11:00 a.m. |
OSU LaSells Stewart Ctr Ag Production Rm |
08/22/01 | |
| September 27, 2001 9:00 - 11:00 a.m. |
UO ERB Memorial Union Board Room |
conference call to connect EOU and OIT | 09/27/01 |
| October 25, 2001 9:00 a.m. - 12:00 p.m. |
OSU Kerr Administration Building Chancellor's Office Conference Room Room B214 |
Conference call with other sites (dial-in # 3-0971 or 541-713-0971 if not on an OUS campus) |
10/25/01 |
| November 20, 2001 1:30 - 3:30 p.m. |
Conference Call for all sites OSU Mike Green's Office Kerr Admin 236F |
Conference call with other sites (dial-in # 3-0869 or 541-713-0869 if not on an OUS campus) |
|
| November 29, 2001 9:00 - 11:00 a.m. |
Conference Call for all sites OSU LaSells Stewart Ctr Ag Production Rm |
Conference call with other sites (dial-in #3-0974 or 541-713-0974 if not on an OUS campus) |
|
| December 18, 2001 9:00 - 11:00 a.m. |
Conference Call for all sites OSU Kerr Administration Building Chancellor's Office Conference Room Room B214 |
Conference call with other sites (dial-in #3-0873 or 541-713-0873 if not on an OUS campus) |
|
| January 16, 2002 1:00 - 5:00 p.m. (1:00-2:30 Mgrl Rptg) (2:30-5:00 Recommendations) |
OSU LaSells Stewart Ctr Ag Science Rm |
Conference call for those unable to participate in person (dial-in #3-0768 or 541-713-0768 if not on an OUS campus) |
Includes Managerial Reporting Liaisons & Work Group Leaders |
| January 24, 2002 9:00 a.m. - 12:00 p.m. |
OSU LaSells Stewart Ctr Ag Science Rm |
Conference call for those unable to participate in person (dial-in #3-0976 or 541-713-0976 if not on an OUS campus) |
Business Process Work Group Leaders
| Meeting Dates & Times |
Site | Other Arrangements | Agendas |
| September 13, 2001 1:00 - 3:00 p.m. |
OSU LaSells Stewart Ctr Ag Science Rm |
09/13/01 |
Business Process Work Groups
Auditing
| Meeting Dates & Times |
Site | Other Arrangements |
| October 24, 2001 1:00 - 3:00 p.m. |
OSU Kerr Administration Bldg. Chancellor's Office Conference Room Room #B214 |
Auxiliary Enterprises and Other Activities
| Meeting Dates & Times |
Site | Other Arrangements |
| October 16, 2001 9:00 a.m. - 12:30 p.m. |
OSU Kerr Administration Bldg. Research Accounting Conf. Room Room #306 |
conference phone #7-7842 (phone to be checked out in Controller's Division if needed) |
| November 13, 2001 9:00 a.m. - 12:30 p.m. |
OSU Kerr Administration Bldg. ITS Conference Room, #308B |
conference phone #7-3305 (if needed) |
| November 29, 2001 1:30 - 5:00 p.m. |
OSU Kerr Administration Bldg. ITS Conference Room, #308B |
conference phone #7-3305 (if needed) |
Budgeting
| Meeting Dates & Times |
Site | Other Arrangements |
| October 4, 2001 11:00 a.m. - 1:00 p.m. |
UO Johnson Hall Conference Room |
Conference call to connect EOU and OSU (UO will initiate call) |
| November 8, 2001 3:00 - 5:00 p.m. |
UO Johnson Hall Conference Room |
Conference call connections: call in using 1-800-828-4053 (participant code is 637363) |
| November 16, 2001 10:00 a.m. - 12:30 p.m. |
UO Johnson Hall Conference Room |
Note - tentative alternate meeting time if 11/8/01 does NOT work. |
Debt Financing and Management
| Meeting Dates & Times |
Site | Other Arrangements |
| October 11, 2001 9:00 - 11:00 a.m. |
OSU Kerr Administration Bldg. Room 308B |
conference phone #7-3305 |
| November 8, 2001 9:00 - 11:00 a.m. |
OSU Kerr Administration Bldg. Room 308B |
conference phone #7-3305 |
| December 6, 2001 9:00 - 11:00 a.m. |
OSU Kerr Administration Bldg. Room 308B |
conference phone #7-3305 |
Documentation of Governance and Administration
| Meeting Dates & Times |
Site | Other Arrangements |
| October 10, 2001 3:30 - 5:00 p.m. |
UO Marilyn Lanier's office Susan Campbell Hall, Rm 341 |
Conference call with other sites (dial-in # 3-0977 or 541-713-0977 if not on an OUS campus) |
| November 6, 2001 1:30 - 3:30 p.m. |
||
| UO Marilyn Lanier's office Susan Campbell Hall, Rm 341 |
Conference call with other sites (dial-in # 3-0766 or 541-713-0766 if not on an OUS campus) |
Endowment Management
| Meeting Dates & Times |
Site | Other Arrangements |
| October 18, 2001 9:00 - 11:00 a.m. |
OSU Kerr Administration Bldg. Room 308B |
conference phone #7-3305 |
| November 6, 2001 9:00 - 11:00 a.m. |
OSU Kerr Administration Bldg. Room 308B |
conference phone #7-3305 |
| November 27, 2001 9:00 - 11:00 a.m. |
OSU Kerr Administration Bldg. Room 308B |
conference phone #7-3305 |
Facilities Management
| Meeting Dates & Times |
Site | Other Arrangements |
| October 25, 2001 1:30 - 3:30 p.m. |
PSU 225 Smith Memorial Center |
Conference call with other sites (dial-in # 3-0766 or 541-713-0766 if not on an OUS campus) |
Financial Reporting
| Meeting Dates & Times |
Site | Other Arrangements |
| November 12, 2001 9:00 - 11:00 a.m. |
OSU Controller's Division Conf. Room Kerr Admin B214 |
conference phone #7-2585 |
Information Technology and Services
| Meeting Dates & Times |
Site | Other Arrangements |
| October 15, 2001 3:00 - 5:00 p.m. |
OSU Controller's Division Conf. Room Kerr Admin B214 |
conference phone #7-2585 |
Legal Issues
| Meeting Dates & Times |
Site | Other Arrangements |
Managerial Reporting
| Meeting Dates & Times |
Site | Other Arrangements |
| October 4, 2001 1:15 - 3:15 p.m. |
UO ERB Memorial Union Century Room E (2nd floor) |
Conference call to connect EOU and PSU (UO will initiate call) |
| October 17, 2001 10:00 a.m. - 12:30 p.m. |
UO Susan Campbell Hall 3rd Floor Conference Room (#358) |
Meet Me Call (ID# 2853) (EOU, OIT, OSU, and WOU call 3-0978 or 541-713-0978 if not on campus) |
| November 8, 2001 1:00 - 3:00 p.m. |
UO Johnson Hall Conference Room |
Conference call connections: call in using 1-800-432-3507 (participant code is 607177) |
| November 27, 2001 9:00 a.m. - 12:00 p.m. |
UO Susan Campbell Hall 3rd Floor Conference Room (#358) |
Conference call connections: Dial-in phone #: 1-800-646-0449 (participant code is 860012) |
| December 13, 2001 1:15 - 4:15 p.m. |
OSU Controller's Division Conf. Room Kerr Admin B214 |
Conference call connections: Dial-in phone #: 1-800-386-5530 (participant code is 494812) |
Payroll
| Meeting Dates & Times |
Site | Other Arrangements |
| October 16, 2001 9:00 - 11:00 a.m. |
OSU Kerr Administration Bldg. Room 308B |
conference phone #7-3305 |
| November 7, 2001 1:30 - 3:30 p.m. |
OSU Kerr Administration Bldg. Room 093 |
conference phone #7-9175 |
| December 13, 2001 9:00 - 10:00 a.m. |
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Conference call with other sites (dial-in # 3-0974 or 541-713-0974 if not on an OUS campus) |
Procurement
| Meeting Dates & Times |
Site | Other Arrangements |
| October 8, 2001 2:00 - 4:00 p.m. |
OSU Kerr Administration Bldg. Research Accounting Conference Room, #306 |
conference phone #7-7842 (phone to be checked out in Controller's Division if needed) |
| November 7, 2001 1:00 - 4:00 p.m. |
OSU Controller's Division Conference Room Kerr Admin B214 |
conference phone #7-2585 |
| December 12, 2001 9:00 - 11:00 a.m. |
UO Susan Campbell Hall Chris Mahoney's Office (#270) |
Conference call with other sites (dial-in # 3-0979) |
Research and Sponsored Programs
| Meeting Dates & Times |
Site | Other Arrangements |
| October 9, 2001 9:00 - 11:00 a.m. |
OSU Kerr Administration Bldg. Room 308B |
conference phone #7-3305 |
| October 23, 2001 10:00 a.m. - 12:30 p.m. |
OSU Kerr Administration Bldg. Research Accounting Conference Room, #306 |
conference phone #7-7842 (phone to be checked out in Controller's Division) |
| November 8, 2001 9:00 - 11:00 a.m. |
OSU Kerr Administration Bldg. Research Accounting Conference Room, #306 |
conference phone #7-7842 (phone to be checked out in Controller's Division) |
| December 4, 2001 10:00 - 12:00 a.m. |
UO Riverfront Research Park Ste. 106 (main floor) 1600 Millrace Drive |
conference call arrangements pending |
| December 13, 2001 10:30 - 11:00 a.m. |
OSU Kerr Administration Bldg. Room 308B |
conference phone #7-3305 (call to be connected by Controller's Division at 10:30 a.m.) |
Risk Management and Insurance
| Meeting Dates & Times |
Site | Other Arrangements |
| October 4, 2001 1:30 - 3:30 p.m. |
WOU Santiam Room in Warner University Center |
|
| October 24, 2001 9:00 - 11:00 a.m. |
UO Casanova Center Director's Conference Room |
conference phone (to connect OIT) |
| November 26, 2001 1:00 - 3:00 p.m. |
Salem, DAS East Bldg. Risk Management Division conf. room 1225 Ferry St. SE |
To participate by phone, dial 503-373-7475, and ask to be transferred to the Risk Mgmt. conf. room |
| December 12, 2001 1:00 - 3:00 p.m. |
UO Casanova Center, Room 222 (next to Autzen Stadium) |
conference phone (to connect OIT) |
Student Financial Aid
| Meeting Dates & Times |
Site | Other Arrangements |
| October 10, 2001 1:00 - 3:00 p.m. |
UO Law School Building Environmental Conference Room #225 |
conference phone can be arranged if requested with 2 days' notice |
| November 14, 2001 1:00 - 3:00 p.m. |
OSU Controller's Division Conf. Room Kerr Admin B214 |
conference phone #7-2585 |
Taxation
| Meeting Dates & Times |
Site | Other Arrangements |
| October 3, 2001 9:00 - 11:00 p.m. |
OSU Kerr Administration Bldg., room 308B |
conference phone #7-3305 (Nancy to call PSU) |
| November 7, 2001 9:00 - 11:00 p.m. |
OSU Kerr Administration Bldg., room 308B |
conference phone #7-3305 (if needed) |
| December 11, 2001 1:00 - 3:00 p.m. |
OSU Controller's Division Conf. Room Kerr Admin B214 |
conference phone #7-2585 |
Treasury Management
| Meeting Dates & Times |
Site | Other Arrangements |
| October 4, 2001 9:00 - 11:00 a.m. |
OSU Kerr Administration Bldg. Room 308B |
conference phone #7-3305 |
| November 6, 2001 1:00 - 3:00 p.m. |
OSU Kerr Administration Bldg. Room 308B |
conference phone #7-3305 |
| November 27, 2001 1:00 - 3:00 p.m. |
OSU Kerr Administration Bldg. Room 308B |
conference phone #7-3305 |
