From smauck at osrhe.edu Mon Jun 9 17:07:12 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Mon, 09 Jun 2008 17:07:12 -0500 Subject: [Cobo] FY09 Allocation Summary Message-ID: Please find attached the allocation summary sheet for the entire system for FY09. This sheet was provided to your presidents at their meeting last week. You may keep this for you file. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: FY2009Final2008allocationsdistribution.xls Type: application/vnd.ms-excel Size: 100352 bytes Desc: FY2009Final2008allocationsdistribution.xls URL: From smauck at osrhe.edu Wed Jun 11 08:41:20 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Wed, 11 Jun 2008 08:41:20 -0500 Subject: [Cobo] Alternative Work Schedules Message-ID: Please email me and let me know if your institution is using an alternative work schedule during the summer months. If yes, please give us the specific details. Ex: June 1 through Aug 30th, four 10-hour works day, closed on Friday, etc. Please have someone respond from your institution by close of business. Thanks. -------------- next part -------------- An HTML attachment was scrubbed... URL: From scunningham at osrhe.edu Fri Jun 13 10:59:51 2008 From: scunningham at osrhe.edu (Cunningham, Sandy) Date: Fri, 13 Jun 2008 10:59:51 -0500 Subject: [Cobo] Tuition Hearing June 25 Reminder Message-ID: Due to the limited amount of time for each institution's presentation at the June 25 Tuition Hearing, no additional handout materials or PowerPoint presentations will be accepted. As in previous years, a summary of your institution's request is being compiled for the Regents. Please limit your comments to the topic of tuition and fees and the rationale for any increases. Sandy Cunningham Fiscal Analyst Oklahoma State Regents for Higher Education 655 Research Parkway, Suite 200 Oklahoma City, Oklahoma 73104 scunningham at osrhe.edu 405.225.9127 -------------- next part -------------- An HTML attachment was scrubbed... URL: From smauck at osrhe.edu Mon Jun 16 12:02:37 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Mon, 16 Jun 2008 12:02:37 -0500 Subject: [Cobo] FW: Endowed Chairs FAQ Message-ID: Please find the attached correspondence, for your reference, on the endowed chairs legislation. The Chancellor distributed this document to the Presidents at their June Presidents' Council meeting. Please let us know if you have questions. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 2008-6-3-endowed chair faq.doc Type: application/msword Size: 32768 bytes Desc: 2008-6-3-endowed chair faq.doc URL: From apaliotta at osrhe.edu Mon Jun 16 17:50:22 2008 From: apaliotta at osrhe.edu (Paliotta, Amanda) Date: Mon, 16 Jun 2008 17:50:22 -0500 Subject: [Cobo] 403(b) Memo Message-ID: Oklahoma State Regents for Higher Education MEMORANDUM To: Presidents Council Council of Business Officers From: Amanda Paliotta Date: June 16, 2008 Re: 403(b) Plans ________________________________________________________________________ ______ As you know, a 403(b) Task Force was convened in March, 2008. The Task Force consisted of business officers from various institutions representing all tiers of the State System. The Task Force was convened for the purpose of addressing issues raised by new federal 403(b) regulations and by a proposed change in state law regarding 403(b) vendors (the legislation regarding the proposed change was passed by the Legislature in May and signed by the Governor in June). The Task Force met several times, and was advised by attorneys from the law firm of McAfee & Taft. The Task force was moving forward with a proposal that the State Regents (through a competitive bidding process where appropriate) create a plan document, establish a list of approved vendors, and provide for record-keeping and other administrative services, and that the institutions then voluntarily participate in this " master 403(b) plan" on a cost-sharing basis. It was the opinion of the Task Force that this proposal would allow the State Regents and the institutions that chose to participate to obtain efficiencies of scale, and better bids from potential vendors and service providers, with respect to allowing their employees to participate in 403(b) plans. As details of the master 403(b) plan proposal were discussed within the Task Force and presented to the State Regents, the general issue of liability arose for the State Regents with respect to their actions regarding the "Master Plan", and whether such actions would be protected under the Oklahoma Governmental Tort Claims Act (OCTCA). In an effort to resolve these issues, a series of questions were submitted to the Attorney General's Office. In the advisory letter in response to these questions, the Attorney General's Office states that the State Regents do not have the authority to establish a master 403(b) plan, and therefore, would not be protected by OGTCA. For that reason, the master 403(b) plan proposal cannot go forward. Each institution should consult with their legal and human resource advisors to determine options that will be available for your individual 403(b) plans. The State Regents made a meaningful effort to try to provide a master plan on an efficient and economical basis for institutions and their employees. We regret that we are not able to move forward because of the potential for additional liability it might impose on the State Regents. The Task Force will continue to meet to discuss issues and concerns that institutions may have as they implement the new IRS rules. Please don't hesitate to contact me if you have any questions. -------------- next part -------------- An HTML attachment was scrubbed... URL: