1. Division of Finance & Administration Reorganization
Glenn Ford, Vice President for Finance & Administration/CFO
February 13, 2014

2. Finance and Administration
Vice President for
Finance and Administration
Athletics
University Housing & Dining Services
Conference Services, Transportation Solutions and Printing & Mailing
Conference Management
LaSells Stewart Center
Guistina Art Gallery
Campus Grounds Use
Commencement Ceremony
Motor Pool
Printing & Mailing / Campus Freight
Transit & Parking Services
External Financial Reporting
Integrated Financial Planning
Cash & Investment Management
Capital Financing & Debt Management
Taxation
Associate VP Finance and Administration
Budget & Fiscal Planning
Financial Accounting & Analysis
Office of Post Award Administration
Payroll
Procurement, Contracts &
Materials Management
Student Finance
Business Affairs
Business Centers
AMBC Agricultural & Marine Sciences ASBC Arts & Sciences
AABC Auxiliaries & Activities
BEBC Business & Engineering
FOBC Forestry, Oceanic & Atmospheric
HSBC Health Sciences Business Center
UABC University Administrative
OSU Shared Services
Long-Range Business &
Financial Planning
Capital Budgeting
Coordination with HECC, OEIB, DAS, LFO
Administrative Services Group
Administrative Services
Capital Planning & Development
Capital Administration
Capital Planning
Capital Projects
Infrastructure Work Group
Real Estate & Space Management
University GIS Services
University Land Use Planning
Employee Relations
Classification & Compensation
Employment Services
Employee Benefits
Facilities Maintenance Operations
Risk Management / Environmental Health & Safety
HR Systems & Technology
Learning & Organizational Development
Public Safety & Oregon State Police
Human Resources, Facilities Operations, Risk Management & Public Safety
Business Process Reengineering
Division of finance & Administration
February 2014
Executive Assistant

3. Strategic Evaluation of DFA Structure
Strategic evaluation of the Division of Finance and Administration focused on several key goals/issues:
Ability to strategically support Mission & Strategic Plan
Capacity to serve a new independent Board
Enhancement of our long-range integrated planning capabilities
Continued enhancement of customer service
Alignment of expertise with areas of responsibility
Development of efficiencies
September 16, 2018

4. Widespread Communications Regarding Changes
Sought advice and counsel from across the OSU community
Faculty Senate President
Faculty Senate Executive Committee
President
Executive Vice President/Provost
DFA Leadership Council membership (VPFA direct reports)
President’s Cabinet
Provost’s Council
Deans & Vice Provosts
Oregon University System (OUS) Vice Chancellor for F&A
Other
September 16, 2018

5. Why Reorganization? Phase 1, October 2013
Need to provide the long-term structure required to support the University
Enhanced integrated operating and capital planning
Need to better align units with commonalities (i.e., self-support/service, capital planning, business efficiencies)
September 16, 2018

6. Capital Planning & Development
Capital Administration
Capital Planning
Capital Projects
Infrastructure Work Group
Real Estate & Space Management
University GIS Services
University Land Use Planning
Capital Planning & Development
September 16, 2018

7. Capital Planning and Development
Capital Planning and Development (CP&D) was housed under Campus Operations and reported to the Executive Director -- led by Associate Director of CP&D
Critical need for a transparent long-range space plan, major capital plan, and the development of a long-range major capital renewal (deferred maintenance) plan for OSU as part of my focus on integrated planning
September 16, 2018

8. Capital Planning and Development
Promoted Kirk Pawlowski from Associate Director to Executive Director with a direct reporting relationship to the VPF&A
He has extensive successful leadership experience in this area:
Assistant Vice Provost for Capital Resource Planning, UW
Director of Facilities Planning and Real Estate, OHSU
Director of Capital Planning and Development, WSU
Senior Partner in the architectural firm SRG Partnership
Licensed Architect and LEED Accredited Professional
September 16, 2018

9. Capital Planning and Development
Executive Director of CPD/University Architect key areas of responsibility include oversight of the following:
Capital Administration
Capital Planning
Capital Projects
Infrastructure Work Group
Real Estate Management
Space Planning & Management
University Geographic Information
Systems (GIS) Services
University Land Use Planning
September 16, 2018

10. Employee Relations
Classification & Compensation
Employment Services
Employee Benefits
Facilities Maintenance Operations
Risk Management / Environmental Health & Safety
HR Systems & Technology
Learning & Organizational Development
Public Safety & Oregon State Police
Human Resources, Facilities Operations, Risk Management & Public Safety
September 16, 2018

11. Facilities Operations, Public Safety & Risk Management
Now report to Dave Blake, Assistant Vice President for Human Resources, Facilities Operations, Risk Management, and Public Safety
Aligns public safety, emergency management, environmental health & safety, and risk management functions together with HR functions
Dave has experience overseeing these areas, as well as facilities operations, in previous positions in the public and private sector
VPF&A retains dotted-line direct oversight to Public Safety and the Oregon State Police
September 16, 2018

12. Business Affairs Financial Accounting & Analysis
Office of Post Award Administration
Payroll
Procurement, Contracts &
Materials Management
Student Finance
Business Affairs
September 16, 2018

13. Procurement, Contracts & Materials Management (PCMM)
PCMM consists of:
Procurement & Contract Services (PaCS)
Campus Recycling
Surplus Property
Moved under the umbrella of Business Affairs, working directly with Aaron Howell, Assistant Vice President & Controller
Aligned PCMM with other Business Services and e-commerce functions
September 16, 2018

14. Conference Services, Transportation Solutions and Printing & Mailing
Conference Management
LaSells Stewart Center
Guistina Art Gallery
Campus Grounds Use
Commencement Ceremony
Motor Pool
Printing & Mailing / Campus Freight
Transit & Parking Services
September 16, 2018

15. Transportation Services, Motor Pool, & Printing & Mailing
Report to Kavinda Arthenayake, now Director of Conference Services, Transportation Solutions and Printing & Mailing Services
Conference Services
Campus Freight
Campus Grounds Use
September 16, 2018

16. Transportation Services, Motor Pool, & Printing & Mailing
Strong customer service focused leader
Aligned transportation solutions with conference services
Positions OSU to continue to enhance customer service for all constituents
September 16, 2018

17. Why Reorganization? Phase 2, January/February 2014
Need to support new university governance structure as OSU Board of Trustees assumes oversight responsibilities, effective July 1, 2014
OSU will take over responsibilities that were previously handled by the Oregon University System (OUS) Chancellor’s Office, including:
Internal Audit, External Audit Liaison, Legislative Fiscal Analysis, Coordination with Bond Rating Agencies, Board Support
Coordination with other universities regarding continuing shared services
September 16, 2018

18. OSU Office of Internal Audit
Patricia (Patti) Snopkowski, Chief Audit Executive
Started December 1, 2013, with transition period with OUS
Reports directly to the President as the audit function is a Board function; will work closely with the DFA Leadership team
Oversee audit functions at OSU; support and assist OSU’s overall compliance efforts
September 16, 2018

19. OSU Associate Vice President for Finance and Administration
Mike Green, Associate Vice President for F&A
Reinstates a position last held by Nancy Heiligman
Mike started on January 1, 2014
Associate VP Finance and Administration
Business Affairs
External Financial Reporting
Integrated Financial Planning
Cash & Investment Management
Capital Financing & Debt Management
Taxation
September 16, 2018

20. OSU Associate Vice President for Finance and Administration
New responsibilities and governance structure (Board of Trustees) will impact the way DFA serves the University
Mike will play a key role in developing the infrastructure necessary to support these changes including:
External Financial Reporting
Cash and Investment Management
Capital Financing and Debt Portfolio Management including coordination with rating agencies
Management Reporting
Liaison with the new University Shared Services Enterprise
Integrated Financial Planning
Taxation
September 16, 2018

21. OSU Director of Administrative Services
Jan Lewis, Director of Administrative Services
Began on February 1, 2014, with a transition period with Oregon University System / Higher Education Coordinating Commission (HECC)
Previously, Assistant Vice Chancellor for OUS Budget Operations
Administrative Services
Long-Range Business &
Financial Planning
Capital Budgeting
Coordination with HECC, OEIB, DAS, LFO
Administrative Services Group
September 16, 2018

22. OSU Director of Administrative Services
Position will support long-range debt and business planning. Jan will be responsible for a number of areas including:
Administrative Services Group (previously under Campus Operations)
Financial Planning
Capital Budgeting
Coordination with entities such as the:
Higher Education Coordinating Commission (HECC)
Oregon Education Investment Board (OEIB)
Department of Administrative Services (DAS)
Legislative Fiscal Office (LFO)
September 16, 2018

23. Strategic Evaluation of DFA Structure
Key Goals:
Ability to strategically support Mission & Strategic Plan
Capacity to serve a new independent Board
Enhancement of our long-range integrated planning capabilities
Continued enhancement of customer service and cost effectiveness
Alignment of expertise with areas of responsibility
Development of efficiencies
September 16, 2018

24. QUESTIONS?