From smauck at osrhe.edu Wed Jun 7 15:56:44 2006 From: smauck at osrhe.edu (Mauck, Sheri) Date: Wed, 7 Jun 2006 15:56:44 -0500 Subject: [Cobo] FW: Annual Campus Master Plan Update Information Message-ID: Reminder, the Campus Master Plan is due as scheduled on this Friday, June 9th. Let me know if you have any questions. -----Original Message----- From: Mauck, Sheri Sent: Monday, March 27, 2006 11:12 AM To: Council of Business Officers Subject: Annual Campus Master Plan Update Information Business Officers, It is time once again, to begin working on the annual campus master plan update. The deadline for all changes in the electronic system is June 9, 2006. Please find the email message below from Tim Martin of the Bond Advisor's Office with important information and reminders on using the web-based system. http://www.osf.ok.gov/brstart.html Also attached, are the following items: 1. The official letter of request 2. The summary sheet required for submission by June 9, 2006. 3. The State Bond Advisor's letter on project rating criteria. Please let me know if you have any questions. -----Original Message----- From: Tim Martin [mailto:tmartin at oksba.org] Sent: Friday, February 03, 2006 1:52 PM Subject: Capital Budget, Fiscal Years 2008-2012 To those involved with Capital Budgeting: If this message has been incorrectly sent to you, please forward the message to the person or persons in your organization who have responsibility for capital budgeting. I would appreciate being informed of any corrections to my capital budget contact list, including names, telephone numbers and email addresses. The web-based Capital Budget System is ready for your input for the Fiscal Years 2008-2012. You will find information about the Long-Range Capital Planning Commission on the State Bond Advisor's web site, http://www.ok-bonds.state.ok.us. System requirements and other general information about the Capital Budget System may be found at http://www.osf.ok.gov/brstart.html. Specific screen-by-screen instructions start at http://www.ok-bonds.state.ok.us/inst1. If you do not anticipate acquiring any capital projects during the fiscal years 2008-2012, please send me a short memo or email confirming that fact. Please give extra attention to the following aspects of your Capital Budget: 1. Definition - The Long-Range Capital Planning Commission (the "Commission") considers capital projects as those with a useful life of at least five (5) years and a cost of at least $25,000. Any capital items that are typically purchased in quantities that meet these criteria should be submitted for review. 2. Priority - You should have only one #1 (highest) priority project, one #2, etc. Order all your projects on a priority basis. 3. Funding - Do not list General Obligation (GO) Bonds as a source of funding. There are no GO Bonds currently authorized for future projects. Please provide details concerning all your funding sources. If you are planning some type of revenue bond financing, indicate the source of security (revenue source) and the authorization. 4. Description and Justification - Describe your projects in detail. Although the system asks for both these items in one entry of a single screen, they are each distinct aspects of your projects. 5. Fiscal Impact - Many users ignore this area of the capital budgeting process. The Long-Range Capital Planning Commission, your management and Oklahoma's governmental leadership need to know the operating costs and/or savings associated with your projects, if they are to make sound decisions concerning the approval and funding of your projects. 6. Rating Criteria and Scales ("scoring" your project) - Review the "Rating Criteria and Scales" guidance included with this memorandum. If a project does not require new State appropriations (i.e., the project is "self-funded"), you do not need to complete this section. Otherwise, please take care in completing the section. For example, if you have five projects, the highest priority project (your #1) would have a raw score of "5" in this section; #2 would have a raw score of "4", and so on. All five projects should not have a raw score of "5". Rate your projects objectively. 7. Timing - Please make every reasonable effort to complete your input to the Capital Budget System by July 1. The Commission has deadlines it must meet and needs time to review the projects. A July 1 date should provide ample time to review any legislation from the most recent legislative session to determine any impact on your capital budget. Once you have completed your input, please change the status of your budget to "Complete" (Note that The State Regents for Higher Education have an earlier deadline for member campuses and will effect the capital budget closing process for those campuses once the State Regents have completed their review and processing.) If you see that you may not meet the July 1 deadline, please contact me. 8. Consistency - If there is legislation pending or planned which provides financing for one or more of your projects, please make sure that the projects are reflected in your capital budget and that any description in your budget matches the description in the legislation. Because the Capital Budget System has been in place several years, there are no group training/refresher sessions scheduled. If you need assistance in using the system, please contact me. If there are several users needing assistance, I will attempt to schedule a group session if I am not able to respond adequately on an individual basis. Tim Martin Oklahoma State Bond Advisor's Office (Staff to the Council of Bond Oversight & the Long-Range Capital Planning Commission) 5900 North Classen Court Oklahoma City, OK 73118 Phone: 405/602-3100 Fax: 405/848-3314 http://www.ok-bonds.state.ok.us -------------- next part -------------- A non-text attachment was scrubbed... Name: CRITELEC.doc Type: application/msword Size: 48640 bytes Desc: CRITELEC.doc URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: CMPsubsumform.doc Type: application/msword Size: 31744 bytes Desc: CMPsubsumform.doc URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: BusOff07.doc Type: application/msword Size: 25088 bytes Desc: BusOff07.doc URL: From smauck at osrhe.edu Fri Jun 9 10:59:57 2006 From: smauck at osrhe.edu (Mauck, Sheri) Date: Fri, 9 Jun 2006 10:59:57 -0500 Subject: [Cobo] FW: Final Report Message-ID: Please find the attached correspondence for your review and input from the Council on Student Affairs. ________________________________ From: McMurry, Kermit Sent: Friday, June 09, 2006 10:37 AM To: Mauck, Sheri Cc: Maletz, Maryanne Subject: FW: Final Report Sheri, Attached is the aforementioned report. Would you be so kind as to share it with the Council of Business Officers and inform them that the Council of Student Affairs voted to accepted the report and recommendations, from the task force at their June 8 meeting and COSA now wishes to share its content with various Councils including the Council of Business Officers and make them aware of the report prior to moving it forward to the President's Council and then on to the State Regents. We know that, on some campuses in the state system, the financial aid director reports to the chief fiscal officer, and we want them to be aware of the report and also hope that the Council of Business Officers will not only share the report with their financial aid directors but also acknowledge receipt of the report as well as endorse its recommendations. If any member of the Council of Business Officers have any questions about the report, they can call me or any member on the task force located in Appendix A of the report. If they would like to endorse the recommendations, please ask them to forward their endorsement to you and you then can forward it on to me. Thanks Sheri for your help! KERM -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Oregon Financial Aid Exchange Study- Final Report.doc Type: application/msword Size: 91648 bytes Desc: Oregon Financial Aid Exchange Study- Final Report.doc URL: From smauck at osrhe.edu Thu Jun 15 16:54:56 2006 From: smauck at osrhe.edu (Mauck, Sheri) Date: Thu, 15 Jun 2006 16:54:56 -0500 Subject: [Cobo] FW: State Regents meetings Message-ID: Business Officers, We will clarify what is expected on any budget entry for July 1, tomorrow morning through the listserve. We will consult with the State Budget Director and get information to you as quickly as possible. Please find the correspondence below that went to the Presidents this afternoon on the meeting schedule for the State Regents. ________________________________ From: Combs, Donna Sent: Thursday, June 15, 2006 4:52 PM To: Mauck, Sheri Subject: FW: State Regents meetings ________________________________ From: Risser, Paul Sent: Thursday, June 15, 2006 4:45 PM To: Presidents Cc: Risser, Paul; Goodbary, Al; Kristen Ford; Raquel Hutchens; Razook, Charlotte Subject: State Regents meetings Dear Presidents, I know that you have already heard that a budget agreement has been reached with good news expected for higher education. The State Regents will allocate the appropriation at their meeting on June 29th at 8:30 a.m. Note time change from the previously posted time of 1:00 p.m. The meeting on June 28th at which you were to present information regarding tuition increases has been cancelled. The State Regents considered the importance of this meeting with the fact that the budget process has been unusual this year. As you proceed with determining tuition increases, it is assumed that you are balancing the needs of your institution with the needs of students for access to higher education. Please let me know if you have any questions. We will inform you of the timeline for the State Regents to approve budgets and tuition increases as soon as we can. Dr. Paul G. Risser, Chancellor Oklahoma State Regents for Higher Education 655 Research Parkway, Suite 200 Oklahoma City, Oklahoma 73104 Phone: 405.225.9120 Fax: 405.225.9235 mailto:Paul.Risser at osrhe.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: From smauck at osrhe.edu Fri Jun 16 14:52:56 2006 From: smauck at osrhe.edu (Mauck, Sheri) Date: Fri, 16 Jun 2006 14:52:56 -0500 Subject: [Cobo] FW: Important Budget Requirements for FY07 Message-ID: Business Officers, The State Regents will have a specially called meeting next Friday, June 23, 2006, to approve the allocations for FY07. This special meeting will allow you to determine your tuition rates and complete the FY07 budgets before the end of the current fiscal year. Budget Allocation packets will be ready for pick up at 3:00 pm on June 23. As is the usual process, someone should be designated to sign for your packets, please coordinate with your Presidents as this has caused some confusion in the past. We are asking that you provide to this office by close of business (5:00 pm) Tuesday, June 27, 2006, a minimum of three budget schedules: Schedule F, Schedule G, and the Background Schedules on Salary of Schedule 1 and Schedule 1-A. These forms are attached for your reference. You may choose to complete the full budget and submit the full seven hole-punched copies if you have your work completed by that date (June 27.) The complete Summary and Analysis won't be compiled and presented to the State Regents until the September meeting. If your agency chooses to submit the minimum number of budget forms requested for June 27, then completed full budget forms will be due by August 1, 2006. You are being asked to submit the electronic version of the budget in the CORE System by no later than June 29, 2006. This will allow this office to submit to OSF immediately upon approval by the State Regents to the Office of State Finance. The tuition request forms will also be due by close of business June 27, 2006. Presidents will not be required to make tuition presentations to the Regents. Revised Budget Timeline for FY07: June 23, 2006 State Regents meet to allocate FY07 Funds June 23, 2006 Budget Packets available after 3:00 pm June 27, 2006 Tuition Request Forms due by close of business June 27, 2006 Budget Schedules due by close of business (minimum of Schedule F, Schedule G and Salary increase forms: Schedules 1 and 1-A) June 29, 2006 State Regents meet to approve tuition requests and FY07 Budgets June 29, 2006 Electronic entry required in the CORE System. As this is a very condensed schedule for all of us, we are asking that you please send us an after hours contact person with a phone number who will be available should any of the data need to be clarified. Thanks. smauck at osrhe.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: FY07 SRA3 - Sch F - G - I - IA.xls Type: application/vnd.ms-excel Size: 57344 bytes Desc: FY07 SRA3 - Sch F - G - I - IA.xls URL: From smauck at osrhe.edu Mon Jun 26 16:22:54 2006 From: smauck at osrhe.edu (Mauck, Sheri) Date: Mon, 26 Jun 2006 16:22:54 -0500 Subject: [Cobo] Governor Veto's Bill Message-ID: We have just been notified that this afternoon Governor Henry vetoed SB. 5XX which would have revoked the tuition authority from the State Regents. -------------- next part -------------- An HTML attachment was scrubbed... URL: From smauck at osrhe.edu Mon Jun 26 17:13:45 2006 From: smauck at osrhe.edu (Mauck, Sheri) Date: Mon, 26 Jun 2006 17:13:45 -0500 Subject: [Cobo] FW: Budget Entry Message Message-ID: Please see this message sent from OSF..... Budget Users: If you have not accessed the Budget Model in over 3 months, your password has expired. Please call the Help Desk and have them reset it before you come to the work sessions. Thanks. Change of Any Sort, Requires Courage. Jeanie Robards CORE Project 3812 North Santa Fe, Suite 100 Oklahoma City, OK 73118 Phone: 405 522-1780 Fax: 405 524-9983 E-Mail: jeanie.robards at osf.ok.gov Lead, Support and Serve. The contents of this electronic message, including attachments, are transmitted by the Office of State Finance, an Oklahoma government agency according to the Uniform Electronic Transactions Act, 12A O.S. 15-101 et seq. This message is intended for use by the named addressee only and may contain information that is confidential or private according to state or federal laws. If you have received this electronic message in error, please notify the sender by a "reply to sender only" message, delete it completely from your computer and maintain confidentiality of the message. Any unauthorized disclosure, distribution, or use of the contents of this message is prohibited and subjects the user to penalty of law. From smauck at osrhe.edu Wed Jun 28 14:37:59 2006 From: smauck at osrhe.edu (Mauck, Sheri) Date: Wed, 28 Jun 2006 14:37:59 -0500 Subject: [Cobo] FW: OTAG proposal for 2006-07 Message-ID: From: Risser, Paul Sent: Wednesday, June 28, 2006 1:38 PM To: Presidents Cc: Council on Instruction; Council of Business Officers; Council on Student Affairs; Fair, Bryce; Joyner, Shiela; Stuart, Debra Subject: OTAG proposal for 2006-07 Dear Presidents, Attached is a revised proposal for disbursing OTAG (Oklahoma Tuition Aid Grant) awards in 2006-07. We have made changes based on our very good discussion at the June Presidents' Council meeting as well as discussions we had with the Executive Board of OASFAA (Oklahoma Association of Student Financial Aid Administrators). Please review this document with the appropriate officials on your campus and let us know if you have any further thoughts. We will also send copies of this proposal to the various advisory councils whose members have responsibility for financial aid on your campuses (COI, COSA, Business Officers). Please send any comments to me or to Bryce Fair at bfair at osrhe.edu . Thanks, Paul Dr. Paul G. Risser, Chancellor Oklahoma State Regents for Higher Education 655 Research Parkway, Suite 200 Oklahoma City, Oklahoma 73104 Phone: 405.225.9120 Fax: 405.225.9235 mailto:Paul.Risser at osrhe.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 06-15-06-OTAG process-06-07.doc Type: application/msword Size: 25088 bytes Desc: 06-15-06-OTAG process-06-07.doc URL: