From ycollier at osrhe.edu Fri Sep 11 12:52:41 2026 From: ycollier at osrhe.edu (Collier, Yolenda) Date: Fri, 11 Sep 2026 17:52:41 +0000 Subject: [Cobo] Fw: Budget Needs Survey FY'28 - FY'30 In-Reply-To: References: Message-ID: Business Officers: Please see the updated guidance, which includes the 2027 health insurance premium. We have not yet received updated premium rates from Risk Management. If no update is provided, we will continue using current rates. Yolenda ________________________________ From: Cobo on behalf of Collier, Yolenda Sent: Thursday, August 6, 2026 3:45 PM To: Council of Business Officers Subject: [Cobo] Budget Needs Survey FY'28 - FY'30 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’28 budget needs, the budget needs for FY’29, and FY’30 will also be required. Attached are four workbooks to report your institution’s FY’28 - FY’30 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’28 - FY’30. The “1 - Form - Budget Needs Survey FY2028”, “1 - Form - Budget Needs Survey FY2029”, and “1 - Form - Budget Needs Survey FY2030” workbooks: Use these workbooks to identify your institution’s mandatory cost and budget priorities for FY’28, FY’29, and FY’30. The “Instructions” worksheet provides the information to complete the forms. At this time, the health insurance and risk management premium rates have not been released. The “2 - Guidance for Mandatory Cost FY2028” 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 will be sent in September once the health insurance and risk management premium rates are available. Please report how your institution deployed the FY28 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 FY27 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. * FY27 actual outcomes from investment of new special initiative funding with specific data/KPI’s on Critical Workforce Development Imitative. * The potential use of “shared services“ as a model for system efficiencies continues to be emphasized. * Strategic Plan 2030: Projected cost increases or budget need for initiatives that support the State Regents’ Blueprint 2030 Strategic Plan With Nick’s approval, institutions are no longer required to report the use of cost savings or complete the Complete College America Initiative as part of the budget needs survey process. The budget needs survey is due on September 21, 2026. Please email your survey to ycollier at osrhe.edu. The budget needs request will be tentatively presented to the State Regents on October 22, 2026. Thank you for your diligence. Please feel free to contact us if you have any questions. Yolenda Collier Assistant Vice-Chancellor for Budget & Finance Oklahoma State Regents for Higher Education 405.226.9317 ycollier at osrhe.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 1 - Form - Budget Needs Survey FY2028.xlsx Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet Size: 455578 bytes Desc: 1 - Form - Budget Needs Survey FY2028.xlsx URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 1 - Form - Budget Needs Survey FY2029.xlsx Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet Size: 434241 bytes Desc: 1 - Form - Budget Needs Survey FY2029.xlsx URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 1 - Form - Budget Needs Survey FY2030.xlsx Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet Size: 433761 bytes Desc: 1 - Form - Budget Needs Survey FY2030.xlsx URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 2 - Guidance for Mandatory Costs FY2028.xlsx Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet Size: 110943 bytes Desc: 2 - Guidance for Mandatory Costs FY2028.xlsx URL: From nhathaway at osrhe.edu Tue Sep 15 08:59:14 2026 From: nhathaway at osrhe.edu (Hathaway, Nick) Date: Tue, 15 Sep 2026 13:59:14 +0000 Subject: [Cobo] COBO October Meeting Message-ID: Dear Business Officers, I hope your fall semester is off to a great start! I am very excited about the year ahead and the collaborative work we will accomplish together through the Council of Business Officers. Please mark your calendars for our next COBO meeting on Wednesday, October 8, at 10:00 a.m. We will meet in person in the Regents Conference Room at OSRHE, and a Microsoft Teams link will be provided for those joining virtually. Our agenda and ongoing work this year will focus on key strategic priorities, including: * Cost Savings & Cooperative Procurement Initiatives: Leveraging our collective scale to maximize efficiency and stretch institutional resources. * Shared Services: Exploring joint operational strategies across state system campuses. * Legislative & Fiscal Forecasts: Briefings on the 2027 legislative agenda and updated state revenue forecasts to support your budget planning. Fall Meeting Schedule: * November: We will not hold a formal monthly meeting in November; instead, we will use the OACUBO conference as a prime opportunity for networking, connection, and informal collaboration. * December: Our final meeting of the calendar year will take place on Wednesday, December 10, at 10:00 a.m. Thank you for your ongoing commitment to operational excellence across Oklahoma higher education. I look forward to seeing you all on October 8! Best regards, Nick Hathaway ________________________________________________________________________________ Microsoft Teams meeting Join: https://teams.microsoft.com/meet/246354956544857?p=wi1nJXPo7RuPzqUjDO Meeting ID: 246 354 956 544 857 Passcode: 4D4ky3eN ________________________________ Need help? | System reference Dial in by phone +1 321-300-0096,,236028538# United States, Orlando Find a local number Phone conference ID: 236 028 538# For organizers: Meeting options | Reset dial-in PIN ________________________________________________________________________________ -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: text/calendar Size: 5901 bytes Desc: not available URL: From nhathaway at osrhe.edu Tue Sep 15 09:07:17 2026 From: nhathaway at osrhe.edu (Hathaway, Nick) Date: Tue, 15 Sep 2026 14:07:17 +0000 Subject: [Cobo] COBO October Meeting Message-ID: Dear Business Officers, I hope your fall semester is off to a great start! I am very excited about the year ahead and the collaborative work we will accomplish together through the Council of Business Officers. Please mark your calendars for our next COBO meeting on Thursday, October 8, at 10:00 a.m. We will meet in person in the Regents Conference Room at OSRHE, and a Microsoft Teams link will be provided for those joining virtually. Our agenda and ongoing work this year will focus on key strategic priorities, including: * Cost Savings & Cooperative Procurement Initiatives: Leveraging our collective scale to maximize efficiency and stretch institutional resources. * Shared Services: Exploring joint operational strategies across state system campuses. * Legislative & Fiscal Forecasts: Briefings on the 2027 legislative agenda and updated state revenue forecasts to support your budget planning. Fall Meeting Schedule: * November: We will not hold a formal monthly meeting in November; instead, we will use the OACUBO conference as a prime opportunity for networking, connection, and informal collaboration. * December: Our final meeting of the calendar year will take place on Thursday, December 10, at 10:00 a.m. Thank you for your ongoing commitment to operational excellence across Oklahoma higher education. I look forward to seeing you all on October 8! Best regards, Nick Hathaway ________________________________________________________________________________ Microsoft Teams meeting Join: https://teams.microsoft.com/meet/246354956544857?p=wi1nJXPo7RuPzqUjDO Meeting ID: 246 354 956 544 857 Passcode: 4D4ky3eN ________________________________ Need help? | System reference Dial in by phone +1 321-300-0096,,236028538# United States, Orlando Find a local number Phone conference ID: 236 028 538# For organizers: Meeting options | Reset dial-in PIN ________________________________________________________________________________ -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: text/calendar Size: 6705 bytes Desc: not available URL: From ycollier at osrhe.edu Tue Sep 15 12:17:11 2026 From: ycollier at osrhe.edu (Collier, Yolenda) Date: Tue, 15 Sep 2026 17:17:11 +0000 Subject: [Cobo] Budget Needs Survey FY'28 - FY'30 In-Reply-To: References: Message-ID: Business Officers: This is a reminder that the Budget Needs Survey is due on Monday, September 21. If you have any questions, please feel free to contact me. Thank you for your diligence. Yolenda ________________________________ From: Cobo on behalf of Collier, Yolenda Sent: Friday, September 11, 2026 12:52 PM To: Council of Business Officers Subject: [Cobo] Fw: Budget Needs Survey FY'28 - FY'30 Business Officers: Please see the updated guidance, which includes the 2027 health insurance premium. We have not yet received updated premium rates from Risk Management. If no update is provided, we will continue using current rates. Yolenda ________________________________ From: Cobo on behalf of Collier, Yolenda Sent: Thursday, August 6, 2026 3:45 PM To: Council of Business Officers Subject: [Cobo] Budget Needs Survey FY'28 - FY'30 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’28 budget needs, the budget needs for FY’29, and FY’30 will also be required. Attached are four workbooks to report your institution’s FY’28 - FY’30 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’28 - FY’30. The “1 - Form - Budget Needs Survey FY2028”, “1 - Form - Budget Needs Survey FY2029”, and “1 - Form - Budget Needs Survey FY2030” workbooks: Use these workbooks to identify your institution’s mandatory cost and budget priorities for FY’28, FY’29, and FY’30. The “Instructions” worksheet provides the information to complete the forms. At this time, the health insurance and risk management premium rates have not been released. The “2 - Guidance for Mandatory Cost FY2028” 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 will be sent in September once the health insurance and risk management premium rates are available. Please report how your institution deployed the FY28 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 FY27 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. * FY27 actual outcomes from investment of new special initiative funding with specific data/KPI’s on Critical Workforce Development Imitative. * The potential use of “shared services“ as a model for system efficiencies continues to be emphasized. * Strategic Plan 2030: Projected cost increases or budget need for initiatives that support the State Regents’ Blueprint 2030 Strategic Plan With Nick’s approval, institutions are no longer required to report the use of cost savings or complete the Complete College America Initiative as part of the budget needs survey process. The budget needs survey is due on September 21, 2026. Please email your survey to ycollier at osrhe.edu. The budget needs request will be tentatively presented to the State Regents on October 22, 2026. Thank you for your diligence. Please feel free to contact us if you have any questions. Yolenda Collier Assistant Vice-Chancellor for Budget & Finance Oklahoma State Regents for Higher Education 405.226.9317 ycollier at osrhe.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 1 - Form - Budget Needs Survey FY2028.xlsx Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet Size: 455578 bytes Desc: 1 - Form - Budget Needs Survey FY2028.xlsx URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 1 - Form - Budget Needs Survey FY2029.xlsx Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet Size: 434241 bytes Desc: 1 - Form - Budget Needs Survey FY2029.xlsx URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 1 - Form - Budget Needs Survey FY2030.xlsx Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet Size: 433761 bytes Desc: 1 - Form - Budget Needs Survey FY2030.xlsx URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 2 - Guidance for Mandatory Costs FY2028.xlsx Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet Size: 110936 bytes Desc: 2 - Guidance for Mandatory Costs FY2028.xlsx URL: From jvaughn at osrhe.edu Mon Sep 21 09:53:52 2026 From: jvaughn at osrhe.edu (Vaughn, James) Date: Mon, 21 Sep 2026 14:53:52 +0000 Subject: [Cobo] Audit Disclosures - FY26 OK INVEST Annual Report & FY26 Actuarial Assumptions Message-ID: Good morning, Please find attached the FY26 OK INVEST annual report and the FY26 Actuarial Assumptions for your audit disclosures. We expect to receive the FY26 GASB On-Behalf report this week from OMES, and I'll share a copy as soon as we receive it. Thank you, James Vaughn Associate Vice Chancellor for Budget and Finance Oklahoma State Regents for Higher Education 655 Research Parkway, Suite 200 Oklahoma City, Oklahoma 73104 405.225.9634 jvaughn at osrhe.edu [OSRHE Logo - Improving our future by degrees] -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image.png Type: image/png Size: 12450 bytes Desc: image.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Annual OK Invest Report FY26.pdf Type: application/pdf Size: 1542214 bytes Desc: Annual OK Invest Report FY26.pdf URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: ACASSUMF26Proposed.doc Type: application/msword Size: 33792 bytes Desc: ACASSUMF26Proposed.doc URL: From jvaughn at osrhe.edu Fri Sep 25 15:29:18 2026 From: jvaughn at osrhe.edu (Vaughn, James) Date: Fri, 25 Sep 2026 20:29:18 +0000 Subject: [Cobo] FY26 GASB On-Behalf report In-Reply-To: References: Message-ID: Good afternoon, Please find the FY26 GASB On-Behalf report attached. Thank you, James Vaughn Associate Vice Chancellor for Budget and Finance Oklahoma State Regents for Higher Education 655 Research Parkway, Suite 200 Oklahoma City, Oklahoma 73104 405.225.9634 jvaughn at osrhe.edu [OSRHE Logo - Improving our future by degrees] ________________________________ From: Vaughn, James Sent: Monday, September 21, 2026 9:53 AM To: Council of Business Officers Subject: Audit Disclosures - FY26 OK INVEST Annual Report & FY26 Actuarial Assumptions Good morning, Please find attached the FY26 OK INVEST annual report and the FY26 Actuarial Assumptions for your audit disclosures. We expect to receive the FY26 GASB On-Behalf report this week from OMES, and I'll share a copy as soon as we receive it. Thank you, James Vaughn Associate Vice Chancellor for Budget and Finance Oklahoma State Regents for Higher Education 655 Research Parkway, Suite 200 Oklahoma City, Oklahoma 73104 405.225.9634 jvaughn at osrhe.edu [OSRHE Logo - Improving our future by degrees] -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image.png Type: image/png Size: 12450 bytes Desc: image.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Outlook-OSRHE Logo.png Type: image/png Size: 12450 bytes Desc: Outlook-OSRHE Logo.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: On-behalf 2026.pdf Type: application/pdf Size: 213172 bytes Desc: On-behalf 2026.pdf URL: