From smauck at osrhe.edu  Wed Aug 23 11:34:03 2023
From: smauck at osrhe.edu (Mauck, Sheri)
Date: Wed, 23 Aug 2023 16:34:03 +0000
Subject: [Cobo] FW:  OK Invest, Annual report
Message-ID: <95cd3d617c2f47db80b2ee6820ebdc5d@osrhe.edu>

Please find information on the State Treasurer's OK Invest Annual report used in your financial statements.

From: Adelia Gueringer <Adelia.Gueringer at treasurer.ok.gov>
Sent: Wednesday, August 23, 2023 10:31 AM
To: Hyuk Chan <Hyuk.Chan at treasurer.ok.gov>; Mauck, Sheri <smauck at osrhe.edu>;
Subject: RE: <<EXTERNAL E-MAIL>> OK Invest, Annual report

Hello Sheri,

Attached is the Oklahoma Invest, Annual Reports dated June 30, 2023.


Thank you,


Adelia Gueringer, Investment Accountant
Oklahoma State Treasurer's Office
2300 N. Lincoln Blvd.
217 State Capitol Bldg.
Oklahoma City, Ok 73135
405.522.4224
adelia.gueringer at treasurer.ok.gov<mailto:adelia.gueringer at treasurer.ok.gov>
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From ycollier at osrhe.edu  Wed Aug 23 15:30:27 2023
From: ycollier at osrhe.edu (Collier, Yolenda)
Date: Wed, 23 Aug 2023 20:30:27 +0000
Subject: [Cobo] Budget Needs Survey FY'25 - FY'27
Message-ID: <3eeb757509e5405889fdab4c5a0085c2@osrhe.edu>

Good Afternoon Business Officers:

As legislative changes in budget request requirements (SB 1030, 2016 Oklahoma Legislature) operational funding requests are to be submitted for three years instead of the standard one year.  Due to this change, in addition to the FY'25 budget needs, the budget needs for FY'26, and FY'27 will also be required.

Attached are five workbooks to report your institution's FY'25 - FY'27 budget needs.  The data will be summarized and presented to the State Regents, Legislature, Governor and other interested parties as part of the higher education funding needs for FY'25 - FY'27.

The "1 - Form - Budget Needs Survey FY2025", "1 - Form - Budget Needs Survey FY2026", and "1 - Form - Budget Needs Survey FY2027"  workbooks: Use these workbooks to identify your institution's mandatory cost and budget priorities for FY'25, FY'26, and FY'27.  The "Instructions" worksheet provides the information to complete the forms.

The "1 - Form - Use of Cost Savings for FY2025 Budget Needs Survey" workbook is used to report cost savings for all institution operations and information technology activities from FY'21 to FY'25 and how the cost savings were utilized.  Institutions will measure their cost savings internally and report only the grand total of each year's total cost savings.  Institutions will continue to report their use of cost savings from FY'21 through FY'25.

The "Use of Cost Savings" worksheets are important as they will report the utilization of cost savings into campus operations, mandatory costs, institutional priorities, Complete College America initiatives, strengthening programs, information technology equipment and infrastructure, energy reduction and enhancing reserves.

The "2 - Guidance for Mandatory Cost FY2025" workbook will provide guidance from Risk Management, OTRS and OMES: Employees Group Insurance Division.  This worksheet provides general guidance to calculate mandatory cost changes for health and dental insurance, risk management, social security and teachers' retirement.


  *   Please report how your institution deployed the FY24 Critical Workforce Development Initiative funds using the "Special Initiative Funding" workbook. Please be specific in dollar amounts, purposes, and anticipated outcomes that should total to the full amount of your institution's allocation.  The information you report in this worksheet will be used for accountability of the funding you received in FY24 allocations to increase STEM degree production. It is important that you use this funding to enhance your STEM production and not to supplant prior funding allocated to STEM degree programs.


  *   Budget Needs Survey FY2025 form, Misc Data workbook, section G - changes in concurrent enrollments: Please report FY'25 concurrent enrollment reimbursement projection in dollar amounts for junior high school students and senior high school students respectively compared to the concurrent enrollments reimbursement from FY'25.


  *   For the purposes of estimating increases in health insurance and social security percentage changes, please use the incremental % increases that you are building into the FY'25 need request.

New in FY2025:


  *   Strategic Plan 2030: Projected cost increases or budget need for initiatives that support the State Regents' Blueprint 2030 Strategic Plan (on misc data form)



  *   FY23 actual outcomes from investment of new special initiative funding with specific data/KPI's (first year outcome on special initiative funding)



  *   New Share Service Schedule: The potential use of "shared services" as a model for system efficiencies continues to be emphasized.


The budget needs survey is due on September 26, 2023.  Please email your survey to ycollier at osrhe.edu<mailto:ycollier at osrhe.edu>.  The budget needs request will be tentatively presented to the State Regents on October 19, 2023.

Please feel free to contact us if you have any questions.  We appreciate your diligence.


Yolenda Collier
Assistant Vice-Chancellor for Budget & Finance
Oklahoma State Regents for Higher Education
405.225.9317
ycollier at osrhe.edu<mailto:ycollier at osrhe.edu>

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From smauck at osrhe.edu  Thu Aug 24 08:51:56 2023
From: smauck at osrhe.edu (Mauck, Sheri)
Date: Thu, 24 Aug 2023 13:51:56 +0000
Subject: [Cobo] FW: <<EXTERNAL E-MAIL>> On-behalf 20233
In-Reply-To: <SA1PR09MB75685933CC0E34C871297998C11DA@SA1PR09MB7568.namprd09.prod.outlook.com>
References: <SA1PR09MB75685933CC0E34C871297998C11DA@SA1PR09MB7568.namprd09.prod.outlook.com>
Message-ID: <f9d5e23c2f114c6cbef12e59ac454c29@osrhe.edu>

For audit requirements.

From: Roy Garcia <Roy.Garcia at omes.ok.gov>
Sent: Thursday, August 24, 2023 8:36 AM
To: Roy Garcia <Roy.Garcia at omes.ok.gov>
Cc: Jennie Pratt <Jennie.Pratt at omes.ok.gov>; Jennifer LeFlore <Jennifer.LeFlore at omes.ok.gov>
Subject: <<EXTERNAL E-MAIL>> On-behalf 20233

-- THIS E-MAIL WAS RECEIVED FROM AN EXTERNAL SOURCE--
Good Morning,

Attached is the on-behalf notice which may be helpful in the preparation of your audit report.

Thank you,

Roy M. Garcia CPA, QPA, CGMA | Financial Reporting Manager
Central Accounting and Reporting | OMES
State of Oklahoma | Roy.Garcia at omes.ok.gov<mailto:Roy.Garcia at omes.ok.gov>
p. 405-521-3298 | f. 405-521-2001
Oklahoma.gov<https://oklahoma.gov/> | omes.ok.gov<http://omes.ok.gov/>
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From smauck at osrhe.edu  Thu Aug 24 15:23:11 2023
From: smauck at osrhe.edu (Mauck, Sheri)
Date: Thu, 24 Aug 2023 20:23:11 +0000
Subject: [Cobo] FW: Legal Issues in Higher Education Conference - Thursday,
 October 26
In-Reply-To: <346a4f931a0f4b329886d9af0de9f602@osrhe.edu>
References: <346a4f931a0f4b329886d9af0de9f602@osrhe.edu>
Message-ID: <71b7264827004632bd4678c2ea497faa@osrhe.edu>

Please find the correspondence below and share with any interested in attending the registration link in yellow.  Thanks.

From: Smith, Kylie
Sent: Thursday, August 24, 2023 3:14 PM
To: Presidents <pres at osrhe.edu>
Subject: Legal Issues in Higher Education Conference - Thursday, October 26

Good afternoon Presidents,

Registration for OSRHE's Legal Issues in Higher Education Conference scheduled for Thursday, October 26 at the University of Oklahoma in Norman is now open.

About:
This biennial conference, held on the campus of the University of Oklahoma, addresses the unique legal issues that affect higher education. Intended for higher education professionals and legal professionals working with institutes of higher learning, past conferences have covered such topics as FERPA, ethics rules, the legislative process, intellectual property, social media, veterans issues, student discipline, immigration, recent changes to labor laws, and more.

To learn more about this year's conference and to register, visit https://pacs.ou.edu/lihe.

Please share this information with others on your campuses as you deem appropriate.

Thank you!

Kylie Smith
Vice Chancellor for Administration
Oklahoma State Regents for Higher Education
655 Research Parkway, Suite 200
Oklahoma City, Oklahoma 73104
405.225.9122
ksmith at osrhe.edu<mailto:ksmith at osrhe.edu>
follow us on Twitter @okhighered


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From smauck at osrhe.edu  Fri Aug 25 08:31:03 2023
From: smauck at osrhe.edu (Mauck, Sheri)
Date: Fri, 25 Aug 2023 13:31:03 +0000
Subject: [Cobo] FW: <<EXTERNAL E-MAIL>> 2023 LIHE Conference: Register today
In-Reply-To: <1140526295864.1110276387307.1824143176.0.220929JL.2002@synd.ccsend.com>
References: <1140526295864.1110276387307.1824143176.0.220929JL.2002@synd.ccsend.com>
Message-ID: <13820dff5a184e999fd10fc9d18acabf@osrhe.edu>



From: Oklahoma State Regents for Higher Education <celliott at ou.edu>
Sent: Friday, August 25, 2023 8:30 AM
To: Mauck, Sheri <smauck at osrhe.edu>
Subject: <<EXTERNAL E-MAIL>> 2023 LIHE Conference: Register today

-- THIS E-MAIL WAS RECEIVED FROM AN EXTERNAL SOURCE--
There's still time to secure your seat!
[https://r20.rs6.net/on.jsp?ca=3e01e97d-7581-48dc-88f0-b89ded92b216&a=1110276387307&c=563770d0-c4dc-11e3-8606-d4ae52754950&ch=5706f5d0-c4dc-11e3-86fb-d4ae52754950]
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Register<https://r20.rs6.net/tn.jsp?f=001DpkQtDi0DbK0lkKPwHVcEXJ5SYEWjQ1KiMmW_TLpIf-dbkgg_YD4R3xGeuLMW2EYND7oXrTzplXh-OBIeDZlw7h56LMCqEKWvLBQoSkXqO71eu8SP3G-Q98g_0BJ8TiQCvkmAVgE5f2zr6t99WuH8EpKVvFpnjkgePrr3P9n1NRPWBpYR2KKSJ90_9fAH15bBAUIb0d3yywaw9Krg5tqlNsYM-K9YdME9dKTWG3T1fHQYatIiYZaKOuTYV06hqHM_l4ZDIM6UL9KRaOKkXNB6y6c2eOwkj87NqGuFsU9HcpTAVrTNei_3qBGM3YzOtS_&c=YFSZnBQ0jcOYu7V1_oe5xyQLZyg4OgCcCp67Pfv9vvLhJ-cEbd4YDA==&ch=opqBoCKuyt7EdA9VLuCS82-u4UYokMLUzMqfTzTxF0itVCY2sSS_eA==>





Legal Issues in Higher Education Conference

October 26, 2023

Oklahoma Memorial Union

The University of Oklahoma, Norman



Don’t miss your chance to attend Oklahoma’s most feature-rich legal resource for higher education legal professionals.



LIHE is a fast-paced, one-day conference for higher education professionals and legal professionals working with higher learning institutes. The conference addresses the unique legal issues affecting higher education.



The 2023 LIHE Conference will take place Oct. 26, 2023, on the University of Oklahoma campus. It will feature experts from various fields discussing a wide range of timely topics throughout the day, including FERPA, employment law, data security, immigration law, social media and more. Ethics rules and the Open Records Act are also topics of discussion.



See the full agenda on our website at pacs.ou.edu/lihe<https://r20.rs6.net/tn.jsp?f=001DpkQtDi0DbK0lkKPwHVcEXJ5SYEWjQ1KiMmW_TLpIf-dbkgg_YD4R3xGeuLMW2EYtpBZCmJ5xLYznZYpAJaOD-kwBLtKURH4pJFzGGa5S2Mi8_WQEjesoajJDXCCce-d-EdGj80rlaL4EJaJoRMiuA==&c=YFSZnBQ0jcOYu7V1_oe5xyQLZyg4OgCcCp67Pfv9vvLhJ-cEbd4YDA==&ch=opqBoCKuyt7EdA9VLuCS82-u4UYokMLUzMqfTzTxF0itVCY2sSS_eA==>.



Enrollment is limited to 300 registrants. Secure your seat for the 2023 Legal Issues in Higher Education Conference and register today!




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Legal Issues in Higher Education Conference | 1610 Asp Ave., Room 303, Norman, OK 73072

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