Sacramento State University

SACRAMENTO STATE ADMINISTRATION & BUSINESS AFFAIRS FAMILIES 2008/09 GOALS, ACTION PLANS & MEASURES DESTINATION 2010 4TH QUARTER BUSINESS & ADMINISTRATIVE SERVICES FAMILY

BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Progress (quarterly) Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Processes  Improve Facilitate access to campus ONECARD  10% increase in deposits for year 1. Create link from OneCard website  Increased total dollar 100% OneCard reached target of over student services Deliver enhanced and ($396,000 to $435,600) to SmartPay to initiate online amount for deposits a 10% increase from 2007/08 in total recruitment, streamlined services deposits from 07/08 to 08/09 amount of funds deposited on campus retention & through technology 2. Market to campus community  Increased number of OneCards. graduation improvements: through MySacState, orientations, deposits from 07/08 to rates  Implement credit website 08/09 card deposit capability through CashNet

Processes  Improve Facilitate access to campus ONECARD  Increase off-campus businesses 1. Cancel contract with off-campus  # of businesses in student services Deliver enhanced and that accept OneCard by 5 vendor (BBOne) and 2008/09 that accept recruitment, streamlined services communicate change with current OneCard as compared 100% OneCard added three new off retention & through technology businesses to 2007/08 campus locations that now accept graduation improvements: 2. Develop contract for existing OneCard, 2 Big Spoon Yogurts and rates  Increase number of off- customers for service Granite Arch. This successfully campus merchants that w/University (marketing achieves the 08/09 OneCard goal and target of adding five new vendors for accept OneCard for materials, card reader the year. payment. maintenance) 3. Install readers and set up payment schedule and process 4. Market program to new customers who currently offer discounts w/OneCard Processes  Improve Facilitate access to campus REPROGRAPHICS  Establish baseline for jobs done on 1. Complete training and cross- student services Deliver enhanced and digital printer in 2008/09 training of staff on digital press  Count number of 100% Reprographics has trained all 100% recruitment, streamlined services 2. Market digital press capabilities to jobs printed on of its designated personnel on all retention & through technology campus community digital press and aspects of operating the HP Indigo 100% graduation improvements: cost of printing Digital Press. rates  Increase amount of printing done in-house 100% Reprographics has marketed on digital press vs. the services of its digital press to the work sent to outside campus. Presentation was made at vendors the BPRT and an open house was held. Individually met with all departments expressing an interest 100% in utilizing the services of the digital press including Public Affairs, CCE, CTS, Alumni, 100% Athletics, Admissions, Outreach and UEI where we demonstrated and illustrated the uses of the press 100% and other Reprographics services for their unique projects. Processes Improve Facilitate access to campus UTAPS:  Increase # of permits purchased 1. Promote online purchasing and Compare number of student services Deliver enhanced and online by 10% over last year citation processing to students, permits bought online in recruitment, streamlined services  Increase # of citations processed faculty & staff 2008/09 to 2007/08 100% UTAPS increased the online retention & through technology online by 10% 2. Implement capability for sales of parking permits by 33%, graduation improvements: purchasing additional types of Compare number of increased the online payment of rates  Increase # of parking permits online, i.e. motorcycle citations processed parking citations by 5% and permits purchased online in 2008/09 to increased the online appeals by 6%. online. 2007/08  Increase # of citations paid and appealed on line.

Customer Create & Promote ABA’s contributions SPQI:  Develop dashboard and populate Complete dashboard by 75% Compiled ABA dashboard sustain toward achieving University Communicate key data to with data by 6/30/09 1. Review CSU measure library 6/30/09 indicators proposed by ABA family organizational goals campus community 2. Discussion with Leadership heads and categorized them by structure…that through an ABA Council general ABA goal categories, facilitates Dashboard 3. Review what data is currently including: Campus Environment, evidence based being collected in division Finance, Operations, Sustainability, decision 4. Develop methodology for Safety, Stewardship, Customer making… collecting/reporting data Service and Employees. Indicators 5. Work with IRT to develop format were identified as University level including hit counter indicators or internal to the ABA 6. Post to ABA division webpage division or to ABA families. and market to key constituents Trend data was collected for a handful of proposed dashboard indicators, and sample electronic dashboards were developed using the University’s dashboard format which appears on the Office of Institutional Research website. The dashboard menu and examples were presented at the May 11, 2009 Destination 2010 Leadership Council meeting. Sample indicators shown, such as Energy Use, will be reformatted to show Energy Use by Square Foot. Dashboard menu was re-examined to identify the 20 most critical indicators, showing both performance and impact. This goal will carry over to 2009/10 until the ABA dashboard is refined, approved and completed. FACILITIES SERVICES FAMILY Custodial, Grounds and Landscape Services BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Processes  Build a Facilitate access to campus Survey and have ready for - Completed landscape design  Develop design criteria  Completion of the Project in planning stages welcoming services development the landscape plans  Design in respect to campus planned action steps 5% complete campus design plans of the north master plan main quad  Design irrigation plan  Seek funding to construct  Install landscaping Customers  Create a Develop a distinctive physical Develop the campus tree - Complete tree inventory  Inventory trees  Completion of the Project in planning stages dynamic environment inventory and establish a database  Select species that may have planned action steps 5% complete physical set number of trees to be academic value environme labeled with botanical  Purchase custom labels with nt information botanical information  Install labels at base of each tree  Establish a recommended path for viewing and study People  Develop Support an engaged workforce Reestablish baseline - Planned sessions held and  MPPs to present and proctor initial  Completion of the Project in planning stages communit cleaning knowledge attended by most or all staff training to Lead Custodians planned action steps 5% complete y support utilizing the Custodial  MPPs to assist Lead Custodians in Management Institute presenting training to custodial training as a model staff  Lead Custodians, with MPP assistance, train and proctor custodial staff in cleaning modules  New employees receive baseline cleaning knowledge Facilities Planning and Construction Services BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Customers  Create a Develop a distinctive physical Construction on the - Completion of the Recreation  Negotiate GMAX  Weekly project The groundbreaking ceremony dynamic environment Recreation Wellness Center Wellness Center building agreement with meetings with all was held on October 1, 2008. physical project contractor principal Construction has now begun. environme  BOT Financing participants 60% complete nt Approval attending  Finish site work an secondary effect work Processes  Build a Facilitate access to campus Mechanical and electrical  Working utilities for the residents  Complete mechanical  Project progress in Project in planning stages welcoming services installation for the Student installation phase comparison to the 75% complete campus Housing project  Complete electrical project schedule installation phase

Customers  Create Develop a distinctive physical Complete the first phase of  A complete Modified  Develop program document  Completion of the Project in planning stages a environment programming for the Detailed Project Program containing planned action steps 75% complete dyna Science II project o Project goals mic o Itemized program physic summary al o Preliminary LEED enviro checklist nment o Building system narratives o Conceptual cost estimate o Preliminary project schedule o Preliminary code summary People  Build Facilitate access to campus Develop campus design  Adopted standards by end of  Set up standard review and  Progress on Project in planning stages a services standards fiscal year adoption committee adoption of 5% complete welco  Review standards for standards ming electrical, mechanical and camp plumbing designs us  Review standards for painting, elevator and other designs  Adopt sections Facilities and Utilities BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Customers  Create Develop a distinctive physical Continue with the controls  Increased efficiency in  Secure funding  Number of Metering project cost presentation a environment replacement and metering controlling utilities campus  Select design team working meters report is 100% complete; waiting dyna projects wide  Complete design installed for meeting with Steve Garcia and mic  Improved tracking of utility  Select contractor Ron Richardson to discuss how physic consumption  Implement construction the information should be al presented to UBAC. enviro 25% complete. No change. nment Controls replacement project report is about 95% complete; consultant needs to make some minor corrections. 20% complete. Processes  Build a Facilitate access to campus Continue with the  Complete conversion from  Implement the following  All processes Went live November 3, 2008. welcoming services FacilityMax FAMIS to FacilityMax processes: working Working to close out the old campus implementation and have o Customer requests effectively system to retain for recdord system fully functional for o Work orders keeping. Preventive all identified processes o Contracted services maintenance procedures are o Projects being entered; working on o Purchase requisitions establishing routine o Preventive maintenance recordkeeping for construction o Space use requests projects. o Table/chair requests 80% complete. Processes  Build Maintain a safe campus Facilitate the promotion of  Survey of staff on perception  Support the Plant Safety  Staff meetings Plant Safety Committee has a a safety culture in Facilities of safety program Committee and its decisions to promote finalized draft plan for Facilities welco Services  Approval of safety practices  Hold the committee safety Directors and AVP approval. ming from Risk Management accountable  Reduction in 20% complete camp  Provide the committee the accidents and us resources needed near misses Processes  Build Facilitate access to campus Facilitate the completion of  Building performance 1. Follow the Minor Cap project  Completion of the First phase of mechanical system a services the HVAC improvements improvement schedule AIRC HVAC corrections to the 4th floor are welco and commissioning of the project complete. Testing for ming AIRC building commissioning was placed on camp hold due to the suspension of us project funding by the Chancellor’s office. 35% complete. Facilities Administration BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Customers  Develop Maintain the highest standards Streamline the chargeback  Reduction of customer 1. Map out current process  Number of IRT has offered to add two fields communit in financial and operation process complaints 2. Identify problems and concerns customer to the CCR format for additional y support systems management  Reduction of manual 3. Draw out improved process complaints transaction descriptions. The expenditure transfers 4. Process tweaking with managers  Number of programmers are continuing to processed 5. Process testing expenditure work on this project. transfers 75% complete

People  Develop Support an engaged workforce Organize and schedule the  Increase of employee morale 1. Survey employees on desired  # of attendees The events have been held. Events communit annual employee events to gauge for 2008-09 included: y support recognition and morale 2. Select a few with event planning interest in -the 10th Annual Facilities boosting events committee events Services Golf Tournament 3. Organize and schedule new and  Post-event 100% complete traditional events survey of 4. Promote event attendees Stewardship  Develop Promote responsible Complete the Facilities  Completion of the survey and 1. Attend FPI Index survey training  Survey Training for the APPA survey was & Image communit stewardship Performance Index survey submission to CO on time 2. Survey completion progress in held at the Chancellor’s Office on y support in conjunction with the 3. Survey tweaking with managers comparison to September 22 and 23. Chancellor’s Office 4. Survey submission to CO CO timelines The survey was completed and sent to the Chancellor’s Office. 100% complete Stewardship  Devel Promote responsible Complete the Facilities  Publication of revamped 1. Compile existing web page drafts  Reduced calls The new website is complete. & Image op stewardship Services website website 2. Complete unit websites to department Some changes will be made comm  Include several interactive 3. Review with unit managers  Gauge visitor according to feedback received unity features 4. Publish site online reaction to from the users. The website was suppo website split into two: rt changes -Facilities at www.csus.edu/aba/facilities -Sustainability at www.csus.edu/green 100% complete FINANCIAL SERVICES FAMILY Associate Vice President’s Office BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Customers Develop Stewardship & Image Ensure that Family  BPRT agenda and handouts are  Gain update access to Family  BPRT handouts and Canceled per Carolyn Pittman Community websites are continuously posted to website day of BPRT websites agendas are posted on Support current to reflect policy, meeting  Assign responsibilities for posting the web the day of procedure and BPRT handouts each meeting. organizational changes. People Develop Stewardship & Image Expand Family budget  AVP Business Associate provides  AVP Business Associate takes CMS  AVP Business Canceled per Carolyn Pittman Community responsibilities to assign AVP with monthly or quarterly training on data access Associate initiates Support tracking/ reporting to AVP budget status reports  AVP and Business Associate review budget transfers Business Associate. Family budget status monthly.  Carry forward budget balance for 09/10 is less than $500 for each department Accounting Services BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Processes, Evidence-based Maintain Highest standards in Successfully upgrade to Critical Path / Milestones per Project Complete steps per the Finance 9.0 Meeting plan milestones 100% Successfully upgraded to Stewardship & decision financial & operating systems Finance 9.0 system. Plan Project Plan. along the way and then Finance 9.0 system Image making / management, promote successfully upgrading in purposeful responsible stewardship Campus Training approx Feb – Apr March 2009 with planning ‘09 This includes developing sustainable minimal downtime. finance training. Go Live March 2009 Processes, Evidence-based Maintain Highest standards in Improve Financials Go Live March 2009 with Finance 9.0 Work with Joe Santinello in IRT and New reports meet 100% Note” With the Stewardship & decision financial & operating systems reporting through upgrade campus focus group to obtain training, campus needs. implementation of the systemwide Image making / management, promote implementation of the validate data and design campus Functional user / BPRT CFS Data Warehouse scheduled purposeful responsible stewardship Cognos’ data warehouse reports (standard and ad hoc). member feedback and for July 1, 2010, the Reporting planning and the system-wide customer survey. Solutions tables will go away, so Reporting Solutions tables Accounting Services will not incorporate these tables into Cognos reporting.

Customers, Evidence-based Maintain Highest standards in Cross train employees to All major tasks have at least 2 back-  Identify training topics # of tasks cross-trained 90% Cross train employees to Processes decision financial & operating systems provide an unbroken ups by June 2009  Begin monthly training/review by year end provide an unbroken stream of making / management, promote stream of service and to sessions service and to meet all federal, purposeful responsible stewardship, build meet all federal, state, CSU  Continue one-on-one individual task Reduction in significant state, CSU and Sac State planning trust between ABA and our and Sac State mandated training sessions audit findings mandated deadlines. constituents deadlines  Primary back-up must perform task Able to meet deadlines enough times during year to on major tasks maintain currency Customers, Evidence-based Maintain Highest standards in Assist other areas with their Varies – see their goals – all by June Assist with Positive Feedback from 100% Assist other areas with their Processes decision financial & operating systems projects/goals: 2009  Design other Departments projects/goals: making / management, promote Cognos Budget Module  Processes Cognos Budget Module purposeful responsible stewardship, build Collections Module  Testing Minimal errors for Collections Module planning trust between ABA and our Refunds to Credit Cards amounts posted to the  Validation Refunds to Credit Cards constituents Travel & Expense Module General Ledger Travel & Expense Module – Will Asset Management not be implemented per CO Enhancements Asset Management Enhancements Parking Automated Parking Automated Chargebacks Chargebacks Daily Parking Permit Credit Card Daily Parking Permit Credit Card Payments Payments Housing Software – New to list

Accounts Payable BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Processes, Evidence-based Maintain Highest standards in Completely clean the Feb 2009 Query vendor files from the Finance Full success is when all 10% Continuing to clean up the Stewardship & decision financial & operating systems vendor file to eliminate system, divide output to AP changes are made from a vendor file to eliminate duplicate Image making / management, promote duplicate vendors, unused Technicians by vendor letter 100% review of the vendors, unused vendors, or one- purposeful responsible stewardship vendors, or one-time assignment and they will give vendor file. We should time vendors on the active vendor planning vendors on the active updates/corrections/deletions to complete this vendor file. vendor file. Procurement for entry. archive project before we go live on Finance 9.0 in March 2009. Processes, Evidence-based Maintain Highest standards in Successfully upgrade to Critical Path / Milestones per Project Complete steps per the Finance 9.0 Meeting plan milestones Stewardship & decision financial & operating systems Finance 9.0 system. Plan Project Plan. along the way and then 100% Successfully upgraded to Image making / management, promote successfully upgrading in Finance 9.0 system. purposeful responsible stewardship Campus Training approx Feb – Apr March 2009 with planning ‘09 minimal downtime.

Go Live March 2009 Processes, Evidence-based Maintain Highest standards in Implement new Travel & June 2009 Follow CSU Policy and SOSS Meeting milestones Stewardship & decision financial & operating systems Expense Module within configuration, business process papers along the way and then Image making / management, promote CMS 9.0 as a system-wide and guidelines as a system-wide close successfully converting purposeful responsible stewardship close follower. Continue to follower. to new module from planning streamline CCE Travel Travel PO’s and Open processing. Item tracking. Processes Evidence-based Promote responsible Improve processes for June 2009 Work closely with procurement to BPRT feedback and 50% Improve processes for decision stewardship Procard, Payment in improve the processes for Procard, customer surveys. ProCard, Payment in Advance making / Advance (PIA’s), and Payment in Advances (PIA’s), and (PIA’s), and Direct Payment purposeful Direct Pay Request (DPR) Direct Pay Request (DPR). Request (DPR) to be more planning to be more streamlined, streamlined, consistent and easier consistent and easier for all for all (users and back office). (users and back-off). Procurement & Contract Services BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Processes, and Develop Maintain highest standards in Develop Accessible  ATI training materials completed  Participate in teleconference  % of users who get Not Applicable: ATI Stewardship & Community financial and operational Technology Initiative by 9/31/08 meetings with the Chancellor’s their ATI package (Accessible Technology Initiative) Image. Support systems management, and (ATI) procurement process  Complete campus training by Office. approved (i.e., meet Procurement web based training promote responsible and training program for 12/31/08  Review training materials provided ATI standards) on for the campus is no longer the stewardship. the purchase of IT by the CSU and augment as needed. first try. responsibility of the Procurement equipment and software.  Participate in Train the Trainer  Track the delay from Office. Information Resources program. receiving the Technology has recruited an ATI  Announce training schedule to the requisition to getting Compliance Officer whose duties campus and get everyone signed up. the approved ATI include all ATI training to the package from the  Conduct training. campus community, including campus ATI  Provide feedback to users on Compliance Officer. training on the documentation submitted ATI packages they submit needed for the Procurement of  Maintain log of to refine their knowledge/skill. ATI equipment troubleshooting calls and e-mail messages received by Procurement on problems with completing the ATI package. Processes, and Develop Maintain highest standards in Strengthen the process for  Revise the sections in the  Meet with the Procurement Card  Amount of 100% THIS GOAL HAS BEEN Stewardship & Community financial and operational eliminating Procurement Procurement Card Manual Coordinator and discuss revisions to correspondence with COMPLETED. Image. Support systems management, and Card User’s misuse of the concerning Misuse of the P-Card by the manual. end users concerning promote responsible ProCard to assure their 10/31/08  Prepare draft of the revisions misuse of the P-Card stewardship. accountability and  Complete campus training by  Meet with AVP, Financial Services and number of cards reinforce the guidelines and 12/31/08 and Campus Auditor to discuss restricted (monthly) procedures as indicated in revisions  Compare monthly the Procurement Card  Update the P-Card Manual. reports to determine Manual.  Announce training to P-Card Users decreases in the and get everyone signed up. misuse of the P-Card  Conduct training.  % of users who  Develop a tracking system of misuse the card and cardholders misuse of the card. the card has been restricted. Shipping & Receiving BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Process Develop Maintain highest standards in Purchase and implement a  Receipt and set-up of system by  Vendor to set-up and configure  % of time saved in 100% THIS GOAL HAS BEEN Community financial and operational bar code/scanner package 11/31/08 scanning system. utilizing system vs COMPLETED. Support system management. tracking system for  Implement and train Receiving Staff  Review the various features of the manual processes. scanning receipt of by 12/31/08 system with vendor.  % for milestones for packages and obtaining  Test the system having a complete electronic signatures from  Prepare training materials operational system. users.  Train the Receiving staff Process Develop Maintain highest standards in Streamline processes for  Bring asset list current by 3/1/09  Complete new policy/procedures by  Policy approved by 70% The process for streamlining Community financial and operational recording assets, taking  Dispose of unwanted property by 10/1/08 President the recoding of assets has been Support system management inventory and 6/1/09  Make asset and inventory process  Unwanted property is refined due to the implementation surveying/disposing of  Put inventory barcodes on tracked changes by 3/1/09 no longer on campus of the CMS 9.0 upgrade. The unwanted property. property by 5/31/09  Inventory barcodes inventory process for the are on all tracked departments has begun and should property. be completed in June, 2009. Surveying/disposal of unwanted property has been delayed due to lack of resources in Property Accounting and Facilities Services Student Financial Services Center BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Process Build a Become a service-focused Implement a process to  Timeline and commitments are set  Secure support from Accounting  Go live with refund 20% Implement a process to refund Welcoming organization; and refund to payer’s credit by (date) Services and Business Information program by target date to payer’s credit cards. Campus; and Maintain highest standards in cards.  Begin posting refunds to payer Services Stewardship & financial and operation credit cards by (date)  Implement refund process, including  credit card refunds as Image systems management training staff to support the program a % of total refunds (number and value of refunds) Process Stewardship & Maintain highest standards in Complete the Payment  Complete draft policy by (date)  Create a University policy for  President approves 100% Complete the Payment Card Image financial and operation Card Industry (PCI)  Begin scheduling training for securing and auditing all campus policy Industry (PCI) tracking and audit systems management tracking and audit departments by (date) departments  % of affected processes. processes.  Begin using tracking process by  Identify and communicate PCI departments complete (date) program to affected departments training  Implement a tracking system to  % of affected ensure compliance with PCI departments being standards actively tracked Process Stewardship & Maintain highest standards in Implement a  Complete process plan by (date)  Standardize, schedule and  # months delivering 40% Implement a comprehensive Image financial and operation comprehensive collection  Go live with CMS Student Finance implement an Accounts Receivable AR reports to AVP collection and collection tracking systems management and collection tracking Collections module by (date) reporting process (student and non- within schedule. process. process. student).  % of Collections staff  Implement the collections module of using Collections CMS Student Finance module to manage collections process Process Stewardship & Maintain highest standards in Implement a process to  Complete process design/approval  Work with UTAPS to develop a  Written process is 75% Implement a process to collect Image financial and operation collect parking citation by (date) collections process for parking approved by SFSC parking citation fines from faculty systems management; and fines from faculty and staff.  Begin using approved process by citation fines and UTAPS and staff Promote ABA’s contributions (date)  Utilize process to collect parking  Process results in towards achieving University citation fines from faculty and staff. significantly reduced goals volume and value of outstanding fines for faculty and staff BUDGET PLANNING & ADMINISTRATION Perspective Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Customers Create a Develop a distinctive physical Obtain CSU Board of  BOT approval by 10/08  Submit final financial plan to  Funds from financing 100% Completed Dynamic environment; and Trustee financing approval Chancellor’s Office by 8/15/08 are deposited in Physical Promote ABA’s contributions for the Recreation and  Wait for BOT to act construction account Environment; towards achieving University Wellness Center. by 10/31/08 and goals Develop Community Support Customers Develop Promote ABA’s contributions Continue annual  Publish 2nd annual report by 3/09  Review report format with UBAC  Report is printed for 100% Completed Community toward achieving University publication of the Report of for changes/augmentations distribution and Support goals Budget, Expenditures and  Assign project responsibilities in published on the Financial Information Budget Office Budget website before  Work with Public Affairs on report 3/15/09 format/cover Stewardship Develop Maintain highest standards in Integrate the campus  BP&A uses Cognos Module for  Work with IR&T on project plan  Budget documents 90% Completed & Image; and Community financial and operational budget information into 09/10 campus budget development  Assign staff lead and participants provided to President, Process Support systems management; and one database. Use the process responsibilities Cabinet, VP’s and build trust between ABA and database for campus budget  Work w/Division Admin Analysts UBAC are produced out constituents development, management to develop function and reports from Cognos Budget and reporting. Module Stewardship Develop Maintain highest standards of Upgrade functionality of  Go live on CMS Finance 9.0 by 4/09  Follow established Finance 9.0  End-user 100% Completed & Image Community financial and operational financial system by upgrade plan satisfaction with Support systems management migrating to CMS Finance Finance 9.0 9. enhancements PUBLIC SAFETY FAMILY BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures (Specific desired qualitative/quantitative Perspective or D2010 Link (Department goal will help (Desired result) outcomes) (Planned step-by-step approach) (How you will gauge advance this division goal) success) Customers  Build a Build Trust between ABA and Become Ambassadors of  Implement a Customer satisfaction  Provide additional training for all  #Personnel Trained 80% Completed Welcoming our constituents the campus, providing first- training program for all employees employees in customer service /  Perception of Quality Provide additional training for all Campus rate customer service. satisfaction and problem-solving Service by Customers employees in customer service / satisfaction and problem-solving – 80% Processes  Build a Maintain a Safe Campus Create a Safe Campus  Ensure a safe environment  Develop and implement plan to  Development of As-Is 85% Completed Welcoming Environment conducive to living, learning and streamline and accelerate Map for Recruitment Develop and implement plan to Campus intellectual pursuit recruitment process (reduce Process streamline and accelerate vacancies, increase responsiveness)  Development of To- recruitment process (reduce  Develop and train appropriate Be Map for vacancies, increase campus personnel on disaster Recruitment Process responsiveness) – 70% preparedness, new mandated  #Personnel Trained requirements and emerging trends.  #New Training Develop and train appropriate Programs developed campus personnel on disaster preparedness, new mandated requirements and emerging trends. – 90%

Processes  Welcoming Build Trust Between ABA Increase Visibility and  Establish a baseline of time on Bike,  Develop procedure to capture time  % Officers Bike Develop procedure to capture time Campus and Constituencies Rapport with Campus time on Foot patrol and Time in on Bike, Time on Foot Patrol and Patrol Certified on Bike, Time on Foot Patrol and Community Motor Unit Time in Motor Unit  Procedures Time in Motor Unit – 100%  Increase Bike Patrol Officer  Schedule to ensure 75% of officers established to capture Schedule to ensure 75% of Presence are bike patrol certified time on Foot Patrol, officers are bike patrol certified – Bike Patrol and Motor 85% Unit People  Build a Support an Engaged Build a team of Engaged  Improve Business and Operational  Improve Process mapping skillsets  #personnel trained 25% Completed Welcoming Workforce and Empowered Change Processes within the department among department personnel (train)  #processes mapped  Improve Process mapping Campus Agents  Empower Teams to improve  Measure Perception of skillsets among department Business processes (form tiger Engagement personnel (train) teams)  Empower Teams to improve  Map “as-is” processes Business processes (form tiger  Identify Gaps in Processes or teams) Guidance  Map “as-is” processes  Develop Resolutions (to be maps or  Identify Gaps in Processes or improved guidance as appropriate) Guidance  Implement New Processes  Develop Resolutions (to be maps or improved guidance as appropriate)  Implement New Processes

People  Build a Support an Engaged Provide Unit 7 & 8  Develop a Unit 7 and 8 Skills  Identify Skills and Competencies  Skills Development 25% Completed Welcoming Workforce Employees with a Skills Development Program (desired required for Unit 7 & 8 positions Program in Hand  Develop a Unit 7 and 8 Skills Campus Development Program skills at various career points) and levels  Training Plan in Hand Development Program (desired  Develop a Unit 7 and 8 Training  Construct a matrix of skills / levels skills at various career points) Program and annual expectations for Unit 7 Develop a Unit 7 and 8 Training and 8 positions Program  Develop a development matrix  Develop a training plan linked to the development matrix RISK MANAGEMENT FAMILY BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Process Build a Facilitate access to services Upgrade LearnerWeb. Make the campus easy to navigate, 1. Install Enterprise on Sac a. Installed an 100% Upgrade LearnerWeb. welcoming Install and configure new technologically and physically. State server. operational system. Install and configure new Campus enterprise version of LW 2. Migrate data from old b. All existing LMS enterprise version of LW on on campus server. system to new data, WBT, etc. campus server. 3. Troubleshoot problems migrated to new  Make the campus easy to 4. Reconfigure system navigate, technologically and 5. Switch over successfully. physically.  Installed an operational system. All existing LMS data, WBT, etc. migrated to new system successfully. Process Build a Facilitate access to services Implement Audit Make the campus easy to navigate, a. Set up audit 80% Implement Audit Tracker II. 1. Design database schema welcoming Tracker II. Complete technologically and physically. schedules. Complete programming of ATII 2. Program database Campus programming of ATII and b. Assign auditors to and implement use 3. Install and test implement use. business units.  Still designing software. Will 4. Migrate data c. Identify department continue goal in 09/10. 5. Implement contacts. Process Build a Facilitate access to services Astra Schedule, CMS, Make the campus easy to navigate, 1. Identify and design a. Finish remaining 100% Astra Schedule, CMS, Welcoming CSLink, Crystal technologically and physically. necessary reports reports from list. CSLink, Cognos, Crystal Campus Software: Develop and 2. Program reports b. Establish Software: Develop and implement the remaining 3. Implement report usage remaining implement the remaining reports reports and programs programs and and programs from the master from the master project planned Astra project list. list. Schedule modules.  Completed status updates to 2006 master program report list to identify remaining Astra/CMS related projects/reports that need IRT action: all the remaining programs and reports are currently in draft form except for census utilization reports and faculty office program and reports.

 Census date classroom utilization report specs discussed with IRT staff for development in 2009 2010

Faculty office audit analysis (in progress). Specs for program and reports discussed with IRT staff for development in 2009 2010. Process Build A Facilitate access to services Astra Schedule, CMS, Make the campus easy to navigate 1. Outline documentation 100% Astra Schedule, CMS, Welcoming CSLink, Crystal technologically and physically. 2. Write document CSLink, Crystal Software: Campus Software: Complete 3. Post electronically Complete documentation documentation for new 4. Notify users of availability for new business processes and business processes and new scheduling system new scheduling system.  Completed the final documentation for the final a. Complete exam schedule program, documentation for reports, and processes. internal staff.  Completed documentation b. Update training for BCP plan, emergency materials for procedures, 5 year department accomplishments, updated schedulers. Astra Web Client training manual for guest user and for department schedulers, updated CMS training manual for department schedulers, and developed cost recovery and fee waiver proposal. Process Build a Facilitate access to services Business Continuity Make the campus easy to navigate, 1. Develop a comprehensive a. By January 30, 40% Business Continuity welcoming Planning. 50% of plans technologically and physically. implementation Plan 2009, the following Planning Campus completed. 100% of plans 2. Assist users in developing Plans University  By June, 2010, all University started. 3. Assist with scheduling of testing divisions will have divisions will have completed Plans completed their a draft of their BCP 4. Provide monthly report on Plan BCP’s: ABA and  Develop a comprehensive progress to administration Student Affairs. implementation Plan b. By June 30, 2009,  Assist users in developing the following Plans University Assist with scheduling of testing divisions will have Plans been trained in BCP preparation and will be in the process of completing their plans: Human Resources, IRT, Library, and Academic Affairs.

Stewardship Build a Promote contributions Risk Management Make the campus easy to navigate, Modify the RM policy 80% Risk Management and Loss and Image welcoming toward achieving University Risk Management and technologically and physically. by 12-31-08. Develop Control Policies: Campus goals Loss Control Policies: a loss control policy  Modify the current risk 1. Gather existing policies Modify the current risk and implement by 6-30- management policy for the 2. Review EO management policy for 09. University, and develop a loss 3. Identify content to be include in the University, and control policy that reflects our Policy develop a loss control current self insured 4. Write & post policy on web policy that reflects our retentions. current self insured Still in progress for 09/10 retentions. VICE PRESIDENT FOR ADMINISTRATION FAMILY Administrative Operations BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Process Build a Promote responsible Launch Records Make the campus easy to navigate,  Identified critical information 1. Website 75 % Completed welcoming stewardship Management Web Site. technologically and physically. links for University Records announcement to the Campus Maintain website and Management web site campus. ensure usefulness, content -Executive Order1031 2. Number of currency, accuracy and -Vital Records information links meets ABA standards. -Public Records Act completed and loaded -Frequently Asked Questions on the website. Develop Records 3. Number of gaps -State Records Forms Management Training identified and corrected. -University Archives program 4. % Completion -Records Management Presentations -Records Management Policy -Disposition/Retention Schedule -Confidential Shredding -State Administrative Manual (S.A.M.) -State University Administrative Manual (S.U.A.M.) -University Records Management Training Schedule  Identified training topics  Identified gaps in the process  Identified missing information gaps  Identified timeframe and schedule for web site launch & training

Stewardship & Develop Promote ABA’s contributions Participate in campus, Increase ABA’s and the university’s  Identified campus activities and 1. Number of activities, Image Community toward achieving University community, Chancellor’s presence in campus community, C/O events that provide the most professional org., events, Support goals. Office and professional and professional organizations, events impact for positive visibility for and activities attended. organizations, events and and activities ABA & University. activities. -Topping Out Ceremony for The Well -Toured Student Housing project -Attended Annual USA Picnic -Annual California Journalism Awards Luncheon  Identified and attended Professional Organizations -Sponsored & attended Annual SHCC Mayor Joseph Serna Scholarship Reception. -Sponsored & attended Annual SHCC Gala  Identified C/O Committees for impact and positive visibility -CSU Facilities Mgt Conference Steering Committee -CSU Facilities Management Conference Keynote Speaker Subcommittee

Auditing Services BSC Sac State SP ABA Strategy Map Goal Department Goal Targets Action Plan Measures Perspective or D2010 Link (Department goal will help (Desired result) (Specific desired qualitative/quantitative (Planned step-by-step approach) (How you will gauge advance this division goal) outcomes) success) Stewardship  Welcoming Maintain highest Conduct meetings with  Meetings with 100% of campus vice 1. Identify vice presidents and deans  Number of Meetings 7% Completed & Image Campus standards in financial & Vice Presidents and presidents and deans 2. Develop meeting agenda for 45-60 Completed operational systems Deans at least annually, minute meeting 3. Schedule meeting management to discuss audit’s role 4. Conduct meeting and their needs 5. Document meeting 6. Analyze results of meeting: should training be provided, should review of internal controls be provided, is there an audit topic that should be included on audit schedule 7. Conduct follow-up, as necessary July 2009

Name Title Date of Meeting Completed % Completion 1 Carole Hayashino VP University Advancement 0% 2 Joe Sheley VP Academic Affairs/Provost 3 Lori Varlotta VP Student Affairs 4 David Wagner VP Human Resources 5 Larry Gilbert VP / Chief Information Officer 6 Jill Trainer Dean, Natural Sciences & Math 7 Marilyn Hopkins Dean, Health & Human Services 8 Emir Jose Macari Dean, Engineering & Computer Sciences 9 Jeffrey Mason Dean, Arts & Letters 10 Otis Scott Dean, Social Sciences & Interdisciplinary Studies 11 Vanessa Sheared Dean, Education 12 Sanjay Varshney Dean, Business Administration 13 Alice Tom Dean, Continuing Education 14 Tabzeera Dosu Director/ Dean, Library