From smauck at osrhe.edu Wed Sep 6 14:20:32 2023 From: smauck at osrhe.edu (Mauck, Sheri) Date: Wed, 6 Sep 2023 19:20:32 +0000 Subject: [Cobo] Council of Business Officer's Meeting - Zoom 9/14/2023 Message-ID: <5f3e97315f79404cb61d60de7d54cad5@osrhe.edu> Please find attached a tentative agenda for the Council of Business Officers' meeting by Zoom next Thursday - 9/14/2023. Council of Business Officers Agenda September 14, 2023 Join Zoom Meeting https://onenet.zoom.us/j/94362023613?pwd=em5VRUwrTzVaUXlZZnRhSjFYT2dUdz09 Meeting ID: 943 6202 3613 Passcode: 4382061 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: AGE0923.doc Type: application/msword Size: 35840 bytes Desc: AGE0923.doc URL: From smauck at osrhe.edu Wed Sep 6 14:36:10 2023 From: smauck at osrhe.edu (Mauck, Sheri) Date: Wed, 6 Sep 2023 19:36:10 +0000 Subject: [Cobo] FW: <> Council of Business Officer's Meeting - Zoom 9/14/2023 In-Reply-To: <5f3e97315f79404cb61d60de7d54cad5@osrhe.edu> References: <5f3e97315f79404cb61d60de7d54cad5@osrhe.edu> Message-ID: The meeting time is 9:30 am. -- THIS E-MAIL WAS RECEIVED FROM AN EXTERNAL SOURCE-- Please find attached a tentative agenda for the Council of Business Officers' meeting by Zoom next Thursday - 9/14/2023. Council of Business Officers Agenda September 14, 2023 Join Zoom Meeting https://onenet.zoom.us/j/94362023613?pwd=em5VRUwrTzVaUXlZZnRhSjFYT2dUdz09 Meeting ID: 943 6202 3613 Passcode: 4382061 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: AGE0923.doc Type: application/msword Size: 35840 bytes Desc: AGE0923.doc URL: -------------- next part -------------- An embedded and charset-unspecified text was scrubbed... Name: ATT00001.txt URL: From smauck at osrhe.edu Fri Sep 8 10:07:47 2023 From: smauck at osrhe.edu (Mauck, Sheri) Date: Fri, 8 Sep 2023 15:07:47 +0000 Subject: [Cobo] FW: Master Lease Equipment/Fall 2023 Message-ID: <858578eb73be48a48fd54cfd2059c1aa@osrhe.edu> Do any of you have projects to submit for the equipment Master Lease program? Please make arrangements for your board's approval as the next available meeting, or at least prior to the October 26th, Bond Oversight Meeting. Please return the attached completed detailed survey by September 29, 2023. The Bond Oversight applications will be due back to me by October 4, 2023. Please let me know if you have any questions. The tentative schedule for this round is as follows: Series 2023 Equipment Listing Due to State Regents September 29, 2023 Return detailed survey Bond Oversight Applications due October 4, 2023 Return BO-5, BO-7, Cash Flow worksheet and necessary attachments State Regents' October 19, 2022 Bond Oversight Meeting October 26, 2023 Closing (Tentative) Late-Nov/ Early December 2023 Final schedule to be determined -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Form BO-5_March 2014.pdf Type: application/pdf Size: 91236 bytes Desc: Form BO-5_March 2014.pdf URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: BO7_2004.pdf Type: application/pdf Size: 27615 bytes Desc: BO7_2004.pdf URL: -------------- next part -------------- A non-text attachment was scrubbed... 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From: Baird, Stephanie Sent: Friday, September 8, 2023 10:09 AM To: Smith, Kylie ; Mauck, Sheri Subject: FW: Facilities Inventory Report FYI, I have sent this to the UDS Coordinators, if you want to share it with the presidents and business officers as well. Thanks, Stephanie From: Baird, Stephanie Sent: Friday, September 8, 2023 10:09 AM Subject: Facilities Inventory Report Greetings, UDS Coordinators. This email is to let you know that we are reinstating data collection for the Facilities Inventory Report, which was temporarily paused in 2016. The data utilized in this report will be used for potential legislative requests and program cost studies and will return to a bi-annual reporting structure. The building and room files from your institution's last submission have been updated with the current academic year and placed on your SFTP site in the outgoing folder under the names Ixxx_bldg_2324.txt and Ixxx_room_2324.txt, where 'xxx' is your institution's three-digit number (e.g. 110, 111, 120). If you have minor changes, major renovations, or new additions, your records will need revisions or additions. Keep in mind that the 2023-2024 academic year is the year being processed, so the buildings and rooms on the inventory should include the buildings and rooms that are being utilized in 2023-2024. Also, when adding or revising records, recall that the link between the facilities inventory and the Unitized Data System is the building number and the room number: Building Inventory, Element 5; Room Inventory, Elements 5 and 6; and UDS Record E (Enrollment file), Elements 18 and 19. Remember that the inventory files and the UDS files must match. We ask that you submit updated files no later than January 31, 2024. In the event that we do not receive new files, your most recently submitted files will be substituted in the utilization calculations. An electronic copy of the Facilities Inventory Manual is attached. Instructions for using the data files are also attached. Your institutions business officer is the contact who may be responsible for generating the updated data that you will need for this report. Likewise, physical plant personnel are often the individuals who directly measure room size or inventory facilities. If you have any questions or need additional help, please do not hesitate to contact me at sbaird at osrhe.edu. Sincerely, Stephanie Stephanie Baird, Ph.D. Associate Vice Chancellor for Planning, Research, & Evaluation Oklahoma State Regents for Higher Education 655 Research Parkway, Suite 200 Oklahoma City, Oklahoma 73104 sbaird at osrhe.edu follow us on Twitter @okhighered [cid:image005.jpg at 01D8A270.3A4EF6C0] [cid:image006.png at 01D8A270.3A4EF6C0] -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 2454 bytes Desc: image001.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image002.png Type: image/png Size: 7014 bytes Desc: image002.png URL: -------------- next part -------------- A non-text attachment was scrubbed... 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Name: 2023-2024 Facilities Inventory Report Instructions.pdf Type: application/pdf Size: 104227 bytes Desc: 2023-2024 Facilities Inventory Report Instructions.pdf URL: From acaddell at osrhe.edu Wed Sep 13 10:03:44 2023 From: acaddell at osrhe.edu (Caddell, Angela) Date: Wed, 13 Sep 2023 15:03:44 +0000 Subject: [Cobo] Join us for the 2023 Campus Safety & Security Summit In-Reply-To: References: Message-ID: <0f0acb86dbcf489aa1156eb986ab5a3c@osrhe.edu> Please join us Tuesday, November 7, 2023 for the Campus Safety & Security Summit, hosted by the Oklahoma State Regents for Higher Education's Campus Safety & Security Task Force in partnership with the Oklahoma Department of Emergency Management and Homeland Security and Oklahoma Department of Mental Health and Substance Abuse Services. The Summit invitation is attached. Visit the Summit webpage for more information and to register today! [cid:image001.png at 01D9E629.8C784480] [cid:image002.png at 01D9E629.8C784480] -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 412512 bytes Desc: image001.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image002.png Type: image/png Size: 212490 bytes Desc: image002.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 2023 CSS Summit invitation.pdf Type: application/pdf Size: 320749 bytes Desc: 2023 CSS Summit invitation.pdf URL: From mtygret at osrhe.edu Wed Sep 20 10:01:25 2023 From: mtygret at osrhe.edu (Tygret, Mark) Date: Wed, 20 Sep 2023 15:01:25 +0000 Subject: [Cobo] Updates and Revisions to OSRHE Policy Manual Message-ID: <2dc4275422a44b0ea6dcad8d3b411ddf@osrhe.edu> Greeting Business Officers! We here at the Regents have, over the last several months, been working to update, simplify and revise our policy manual. As you know, Chapter 4 of the document relates to Budget and Fiscal Affairs. I have worked to modify the chapter to streamline many of the policies, to eliminate repeating of most statutory and constitutional language by inserting links to the relevant laws and to modestly reorganize the flow of the chapter. At present there is very little new policy and almost nothing has been eliminated. There is still measurable work yet to be completed, but we are at the point where I need some help in reviewing and critiquing the effort. If any of you are willing to review all or part of the latest revision draft, I would be terribly grateful. Your knowledge and experience are essential to a successful revision. I welcome and appreciate any suggestions for modifying any policy elements or improvements to the draft. Should you be willing to assist, please email (mtygret at osrhe.edu) or call/text me ((405) 613-4363). We are hopeful to be able to provide a draft for review early next week, with the broader goal to present the revisions t the Regents next month. A response over the next few days is appreciated. Also, we are well underway with the development of the 2024 Legislative Session budget request for the system. You needs survey information will factor heavily in the eventual request. Should anyone have suggestions as to our approach to any area, please contact me. For example, addressing staff compensation is an area that may be high on many of your priority lists. Should funds be available, we want to be certain that allocation methods be well designed and as equitable as possible. Thank you so much for your consideration on these important efforts. Mark Mark Tygret Vice Chancellor for Budget and Finance Oklahoma State Regents for Higher Education 655 Research Parkway, Suite 200 Oklahoma City, OK 73104 (405) 225-9126 office (405) 613-4363 cell mtygret at osrhe.edu [Oklahoma State Regents for Higher Education logo] -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image002.jpg Type: image/jpeg Size: 2241 bytes Desc: image002.jpg URL: From ycollier at osrhe.edu Tue Sep 26 12:32:58 2023 From: ycollier at osrhe.edu (Collier, Yolenda) Date: Tue, 26 Sep 2023 17:32:58 +0000 Subject: [Cobo] Budget Needs Survey FY'25 - FY'27 In-Reply-To: <3eeb757509e5405889fdab4c5a0085c2@osrhe.edu> References: <3eeb757509e5405889fdab4c5a0085c2@osrhe.edu> Message-ID: Business Officers: This is a reminder that the budget needs survey is due today. Please be sure to submit FY25 budget needs survey by the end of today if FY26 and FY27 are not completed. Thank you. Yolenda From: Collier, Yolenda Sent: Wednesday, August 23, 2023 3:30 PM To: Council of Business Officers Subject: Budget Needs Survey FY'25 - FY'27 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. 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 -------------- next part -------------- An HTML attachment was scrubbed... URL: From acaddell at osrhe.edu Wed Sep 27 10:54:38 2023 From: acaddell at osrhe.edu (Caddell, Angela) Date: Wed, 27 Sep 2023 15:54:38 +0000 Subject: [Cobo] Register Today for the 2023 Campus Safety & Security Summit Message-ID: <4a1ca27e1c1945f4816e6a45c65c0bdd@osrhe.edu> Early bird registration for the 2023 Campus Safety & Security Summit ends next Friday, October 6. Register today! Please join us Tuesday, November 7, 2023 for the Campus Safety & Security Summit, hosted by the Oklahoma State Regents for Higher Education's Campus Safety & Security Task Force in partnership with the Oklahoma Department of Emergency Management and Homeland Security and Oklahoma Department of Mental Health and Substance Abuse Services. The Summit invitation is attached. Visit the Summit webpage for more information and to register online today! [cid:image003.png at 01D9F131.345E7F40] [cid:image005.png at 01D9F131.345E7F40] -------------- next part -------------- An HTML attachment was scrubbed... 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