From smauck at osrhe.edu Thu May 1 15:49:37 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Thu, 01 May 2008 15:49:37 -0500 Subject: [Cobo] (no subject) Message-ID: Attached is the agreement for participation in the 403(b) RFP process for the consultant services that was distributed and discussed this morning during COBO. If your institution is planning to participate, will we need the signed confirmation returned to the attention of Sheri Mauck by noon (12:00) tomorrow, Friday, May 2nd. Fax: 405-225-9230 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Agreement to participate.pdf Type: application/octet-stream Size: 182128 bytes Desc: Agreement to participate.pdf URL: From scunningham at osrhe.edu Mon May 5 09:09:01 2008 From: scunningham at osrhe.edu (Cunningham, Sandy) Date: Mon, 5 May 2008 09:09:01 -0500 Subject: [Cobo] FY09 Tuition and Mandatory Fee Forms Message-ID: Attached are the forms for use in submitting institutional requests for FY09 tuition and mandatory fees for undergraduate, graduate, and professional programs. The forms this year have changed primarily in two aspects: 1) separate forms are provided for each tier for completing Section I (Tuition) -- A) Differentiated Rate and B) Single Rate -- for undergraduate, graduate, and professional programs; and 2) the guaranteed tuition rate columns have been added for the research and regional institutions. (HB 3397 removed community colleges from the guaranteed tuition rate requirement.) Please complete the appropriate form(s) for your institution's tier and programs. Also, complete the narrative form documenting the impact on students' ability to pay, enrollment, availability of financial aid, cost-effective measures implemented, and communication to students/constituents. For each mandatory fee which will be changing, the corresponding Request for Changes to Mandatory Fee form (also attached) must also be submitted. The deadline for submitting the request forms is 5:00 p.m. on Friday, June 13, 2008. A tuition review hearing is tentatively scheduled to be held on Wednesday, June 25, 2008. Additional information will be sent to presidents regarding the tuition review hearing schedule. If you have any questions, please let me know. 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: -------------- next part -------------- A non-text attachment was scrubbed... Name: MandatoryFeeFormsFY09.xls Type: application/vnd.ms-excel Size: 57344 bytes Desc: MandatoryFeeFormsFY09.xls URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Tuition&MandFeeRequestFormsFY09.xls Type: application/vnd.ms-excel Size: 375296 bytes Desc: Tuition&MandFeeRequestFormsFY09.xls URL: From smauck at osrhe.edu Wed May 14 10:57:07 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Wed, 14 May 2008 10:57:07 -0500 Subject: [Cobo] FW: Upcoming meetings for FEMA disaster assistance Message-ID: Please see the related information on the federal disaster declarations relating to storms on March 17-23 and April 9-28. The FEMA Website lists the eligible counties. FEMA.gov Please make plans to attend one of the regional meetings and be assigned a caseworker if you have damages to declare for reimbursement assistance. At the request of the Oklahoma Emergency Management Office, the Regents' Office will not be coordinating a system-wide effort so you need to have a representative attend one of the informational meetings outlined on the attachment to begin the process of reimbursement. ________________________________ From: Patrigo, Jeanne (CTR) [mailto:Jeanne.Patrigo at associates.dhs.gov] Sent: Wednesday, May 14, 2008 10:36 AM To: Paliotta, Amanda; Mauck, Sheri Subject: Upcoming meetings for FEMA disaster assistance Importance: High Amanda and Sherry, We are in the process of calling all of the municipal offices and emergency managers in the counties that were recently declared in the recent flood and tornado disasters to let them know of the public meetings scheduled in their area. We will attempt to contact the public colleges and universities to invite them to send a representative if they have sustained infrastructure damages. If the schools with damages are unable to attend, we suggest they contact our office ASAP so we can fax an RPA (Request for Public Assistance) form for them to complete and return to us. Attached is the listing of public meetings which you may distribute via your channels. Jeanne Patrigo Public Assistance Liaison State of Oklahoma, Department of Emergency Management P.O. Box 53365 Oklahoma City, OK 73152-3365 Disaster office 405/869-8001 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: FEMA briefings.doc Type: application/msword Size: 28160 bytes Desc: FEMA briefings.doc URL: From smauck at osrhe.edu Mon May 19 11:06:28 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Mon, 19 May 2008 11:06:28 -0500 Subject: [Cobo] Master Lease Equipment Schedule Message-ID: The legislation pertaining to the Master Lease program has now been signed out of committee and is expected to pass the floor this week. We are ready to begin the process of collecting projects for the next series relating to equipment. You will need your board's approval and a reimbursement resolution for any expenditure made prior to approvals and closing. In order to meet the June State Regents meeting schedule, I must have the attached summary sheet returned by/before May 30th. The current timeline is as follows: May 30th Deadline to submit project listing and estimated amounts June 26th Approval by the State Regents for submission to Bond Oversight July 23rd Finalized project amounts July 31st Consideration by Bond Oversight August 27th Tentative closing date. If there is sufficient demand, another personal equipment round will take place in the fall with a tentative closing date of late October -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: detailsurvey.xls Type: application/vnd.ms-excel Size: 23552 bytes Desc: detailsurvey.xls URL: From smauck at osrhe.edu Mon May 19 17:06:01 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Mon, 19 May 2008 17:06:01 -0500 Subject: [Cobo] FW: Capital Budgets Message-ID: Please use the attached submission form upon completion of updates to your campus master plan. You may return the form by email or fax. All changes should be entered into the CORE System by June 13th. Thanks. -----Original Message----- From: Tim Martin [mailto:tmartin at oksba.org] Sent: Friday, February 22, 2008 4:24 PM To: Woods, Vic; Volturo, Tom; Tom Poole (NE OK A&M); Tom Godkins (OUHSC); Fagan, Tom; Tina Kingrey(CarlAlbert); Mosley, Terry; Tami Cooper (NWOSU); Susie Mann (East Central); Owen, Sharon; Walkup, Ross; Price Campbell(Langston); Peggy Duvall (NEOAM); Oliver Thompson(Connors); Nicole Wigginton (RSU); Nancy Jenkins(NEOSU); Coponiti, Mike; Moorman, Michael; Mely Lim(Cameron); Mary Patterson (NEOAM); Meadors, MArk; Mark Lauerman(EOSC); Marc Hunter (Seminole St); Louise Rahman (UCO); Lisa Harper(UCO); Peters, Larry; Larry Lundholm(OSU); Larry Lundholm (OSU); Kim Andrade (Redlands); Ogans, Keith; Kay Lynn Roberts (SEOSU); Kathy Sandefer (OU-Norman); Katherine Benton(Seminole); Karen Boucher (Redlands); Joy McDaniel(MurraySt); JoAnn Ruppman (UCO); Jim Coleman(SeminoleStC); Jean Benson(UCO); Jane Harding(OCCC); Holli Hurst (WOSC); Pinkston, Glen; Glen Earley(EOSC); Frederick D. Artis(TulsaCC); Edith Cathey(Seminole); Deborah McIntyre(Connors); Debbie Williams (RoseSt); Mauck, Sheri; Debbie Masters(Langston); Daphne Embrey (OUHSC); Damita Kennedy(UCO); Stoker, Cindy; Crystal Jackson; Connie Ayers(UCO); Christy Landsaw(NSU); Chris Snow(OCCC); Bruce Wiese (WOSC); Benny Dain (OK Panhandle); April Bell(UCO); Anita Simpson(NOC); Kelson-Watson, Angela; Hageman, Gary Cc: Mauck, Sheri Subject: Capital Budgets Subject: Capital Budgeting, Fiscal Years 2010-2014 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 our 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 2010-2014. You will find information about the Long-Range Capital Planning Commission, and their annual Capital Improvements Plan, 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 https://budgetrequest.ok.gov/forms/frmservlet?config=brp. Specific screen-by-screen instructions start at http://www.ok-bonds.state.ok.us/inst1. If you do not anticipate acquiring any capital projects (see definition below) during the fiscal years 2010-2014, please send me a short memo or email confirming that fact. In 2007, the web site for the Capital Budget System migrated to a new server. This required some changes, including an update of the "Jinitiator", downloadable software which facilitates the interface between our computers and the System. If you need assistance accessing the site, there are instructions at the site and starting at http://www.ok-bonds.stateok.us/inst1. Please give extra attention to the following aspects of your Capital Budget: * 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. * Priority - You should have only one #1 (highest) priority project, one #2, etc. Order all your projects on a priority basis. * 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. * 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. * 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. * Rating Criteria and Scales ("scoring" your project) - Review the "Rating Criteria and Scales" guidance included in the instructions (http://www.ok-bonds.state.ok.us/inst1). 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. * 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. * 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. Sincerely, 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 Email: tmartin at oksba.org http://www.ok-bonds.state.ok.us -------------- 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: BusOff09.doc Type: application/msword Size: 25600 bytes Desc: BusOff09.doc URL: From smauck at osrhe.edu Wed May 21 15:56:20 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Wed, 21 May 2008 15:56:20 -0500 Subject: [Cobo] Packet Pick UP on Friday Message-ID: We anticipate that the allocation packets will be available for pick around 2:00 pm on Friday, May 23rd. Please coordinate with your President and determine who will come and sign out your packet. Thanks. As a reminder, I've attached the important dates worksheet to this message. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Important Dates.doc Type: application/msword Size: 24064 bytes Desc: Important Dates.doc URL: From smauck at osrhe.edu Fri May 23 10:48:51 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Fri, 23 May 2008 10:48:51 -0500 Subject: [Cobo] Allocation Packets are Ready for pick up. Message-ID: The Regents' moved there meeting from 1:00 pm to 9:00 am this morning. Your allocation packets are approved and ready for pick. Please come to the main receptionist area and they will let us know you are here. Thanks. -------------- next part -------------- An HTML attachment was scrubbed... URL: From smauck at osrhe.edu Thu May 29 16:28:08 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Thu, 29 May 2008 16:28:08 -0500 Subject: [Cobo] FW: Master Lease Equipment Schedule Message-ID: Reminder, please send an email with the attachment completed by close of business tomorrow if your institutions plans to participate in this Master Lease equipment series. To date, I've received responses from two institutions. Thanks. ________________________________ From: Mauck, Sheri Sent: Monday, May 19, 2008 11:06 AM To: COBO at onenet.net Subject: Master Lease Equipment Schedule The legislation pertaining to the Master Lease program has now been signed out of committee and is expected to pass the floor this week. We are ready to begin the process of collecting projects for the next series relating to equipment. You will need your board's approval and a reimbursement resolution for any expenditure made prior to approvals and closing. In order to meet the June State Regents meeting schedule, I must have the attached summary sheet returned by/before May 30th. The current timeline is as follows: May 30th Deadline to submit project listing and estimated amounts June 26th Approval by the State Regents for submission to Bond Oversight July 23rd Finalized project amounts July 31st Consideration by Bond Oversight August 27th Tentative closing date. If there is sufficient demand, another personal equipment round will take place in the fall with a tentative closing date of late October -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: detailsurvey.xls Type: application/vnd.ms-excel Size: 23552 bytes Desc: detailsurvey.xls URL: