1. www. cccfusion. org FUSION and Capital Construction Reimbursement Claims Presented by John Roach Director, Systems Analysis & Research Foundation for California Community Colleges October 15, 2008

2. Today’s Topics 2www.cccfusion.org FUSION Introduction & Background FUSION Team Financial Claims Reimbursement Closing and Q&A

3. INTRODUCTION & BACKGROUND About FUSION 3www.cccfusion.org

4. FUSION is… 4www.cccfusion.org An online suite of tools used by all 72 community college districts to manage facilities A one-of-a-kind tool for California Community Colleges Staffed and maintained by the Foundation for California Community Colleges Hosted by computer servers on the San Joaquin Delta College campus in Stockton, Calif.

5. CCC Facilities Management Before FUSION 5www.cccfusion.org Same basic requirements as today but with… – Little standardization across districts – Little integration across different annual submittals No web interface Data exchange using e-mail and postal service Manual updates and synchronization from year to year

6. FUSION is Online & Modules are Integrated Space Inventory Facility Assessments Enrollment Forecasting & Allocation Construction Planning Project Fiscal Management 6www.cccfusion.org FUSION Software

7. FUSION Timeline A History of Continual Improvement 7www.cccfusion.org Program initiation Assessment planning Software planning Assessment site visits Space Inventory module FUSION Help Desk Planning module Project module Assessment clean-up Steering committee Public website Dictionary & FAQ Intro training class Project scenario features Formal in-house design tools Maintenance phase begins Systemwide plan upgrade Campus eligibility report Local planning upgrades IMPACT upgrades Advanced training class Enrollment forecast upgrade 3-year assessment cycle TOP Code upgrades Architectural drawings database Synchronization upgrade Claim processing In-house programming Program status maps Energy features (IOUs) Scanner upgrade 2002200320042005200620072008

8. 8 FUSION FUSION Program More than just software Web Portal Classroom Training On-site Building Assessments Architectural Drawings Database Summaries & Analyses

9. THE FUSION TEAM A Commitment to Serve 9www.cccfusion.org

10. Partners 10www.cccfusion.org ACBO Facilities Task Force Founding Districts District FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates

11. Partners Special thanks the subgroup of members that make up the FUSION Steering Committee – Ann-Marie Gabel, Long Beach CCD – Eric Mittlestead, Sequoias CCD – Ron Beeler, North Orange County CCD – Maria Baker, San Joaquin Delta CCD – Dave Clinchy, Los Rios CCD A member of the FUSION staff attends quarterly Task Force meetings. 11www.cccfusion.org ACBO Facilities Task Force Founding Districts District FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates

12. Partners Citrus CCD Foothill-De Anza CCD Los Angeles CCD Los Rios CCD Marin CCD Mt. San Antonio CCD Palomar CCD San Francisco CCD San Joaquin Delta CCD San Jose-Evergreen CCD San Mateo CCD Sonoma CCD Ventura County CCD 12www.cccfusion.org ACBO Facilities Task Force Founding Districts District FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates

13. Partners All 72 community college districts More than 850 unique user IDs 13www.cccfusion.org ACBO Facilities Task Force Founding Districts FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates

14. Partners Fred Harris Jim Rogaski* Special Thanks John Baca Dale Clevenger Dan Estrada Mary Just Cheryl Larry Shelley Petavini Walt Reno Gin Yang-Staehlin Susan Yeager 14www.cccfusion.org ACBO Facilities Task Force Founding Districts District FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates

15. Partners Greg Owsley, FUSION Technical Coordinator Woody Nelson, Lead Assessor Tracie Callahan, Programs Coordinator Brian Lonquist, Student Assistant Eric Martinez, Student Assistant John Roach, Director 15www.cccfusion.org ACBO Facilities Task Force Founding Districts District FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates

16. Partners San Joaquin Delta College Eric Mittlestead, Sequoias CCD Parsons (formerly 3D/I) Merle Cannon, Cannon & Assoc. Chris Addington, AP Architects The many districts that have hosted FUSION training 16www.cccfusion.org ACBO Facilities Task Force Founding Districts District FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates

17. CLAIMS REIMBURSEMENT A Three-Step Process to 17www.cccfusion.org

18. Steps to Begin Submitting Claims Step 1: Register Step 2: Prepare a claim Step 3: Submit 18www.cccfusion.org

19. Step 1. Register with System Office 19www.cccfusion.org *FUSION Help Desk 916.498.6712. More contact information on the last slide Call* Complete Sign Return Receive password For projects funded in 2007 or after

20. Step 2. Create Claim in FUSION 20www.cccfusion.org Features Staff can prepare claims Familiar looking forms Final submittal by CBO or designee Uses electronic signature Valid for projects funded after 2006 Prepare claims individually or in bulk Ten-day processing by System Office Instructions included on website Instructions Screen Navigation Complete Forms

21. Step 2. Create Claim in FUSION 21www.cccfusion.org Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim”

22. Step 2. Create Claim in FUSION 22www.cccfusion.org Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim”

23. Step 2. Create Claim in FUSION 23www.cccfusion.org Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim”

24. Step 2. Create Claim in FUSION 24www.cccfusion.org Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim”

25. Step 2. Create Claim in FUSION 25www.cccfusion.org Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim”

26. Step 2. Create Claim in FUSION 26www.cccfusion.org Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” Complete Forms Select project phase Enter date range Select “Expenditure Recap” Select “Manual Entry” Select “Add Vendor/Item” Enter claim information

27. Step 2. Create Claim in FUSION 27www.cccfusion.org Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” Complete Forms Select project phase Enter date range Select “Expenditure Recap” Select “Manual Entry” Select “Add Vendor/Item” Enter claim information

28. Step 2. Create Claim in FUSION 28www.cccfusion.org Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” Complete Forms Select project phase Enter date range Select “Expenditure Recap” Select “Manual Entry” Select “Add Vendor/Item” Enter claim information

29. Step 2. Create Claim in FUSION 29www.cccfusion.org Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” Complete Forms Select project phase Enter date range Select “Expenditure Recap Select “Manual Entry” Select “Add Vendor/Item” Enter claim information

30. Step 2. Create Claim in FUSION 30www.cccfusion.org Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” Complete Forms Select project phase Enter date range Select “Expenditure Recap” Select “Manual Entry” Select “Add Vendor/Item” Enter claim information

31. Step 2. Create Claim in FUSION 31www.cccfusion.org Completed Claim Form

32. Step 3. CBO Submittal 32www.cccfusion.org Select Submit Claim Enter password Select OK

33. System Office Processing From FUSION, System Office staff processes each claim by selecting one of the following: Resubmit and Reject both result in the claim being returned to the district for further consideration. 33www.cccfusion.org

34. SUMMARY AND CLOSING 34www.cccfusion.org

35. FUSION Timeline A History of Continual Improvement 35www.cccfusion.org Program initiation Assessment planning Software planning Assessment site visits Space Inventory module FUSION Help Desk Planning module Project module Assessment clean-up Steering committee Public website Dictionary & FAQ Intro training class Project scenario features Formal in house design tools Maintenance phase begins Systemwide plan upgrade Campus eligibility report Local planning upgrades IMPACT upgrades Advanced training class Enrollment forecast upgrade 3-year assessment cycle TOP Code upgrades Architectural drawings database Synchronization upgrade Claim processing In-house programming Program status maps Energy features (IOUs) Scanner upgrade 2002200320042005200620072008

36. Three Steps to Begin Submitting Claims Register Prepare a claim Submit 36www.cccfusion.org

37. Other News on a Complementary Project 37www.cccfusion.org CCC Geographic Information System (GIS) Collaborative Featured in TechEDge—September 2008 Provides web, map, and data tools on computer servers hosted by San Joaquin Delta College Intended for administrative, research, and academic users from all districts Information at www.cccgis.org

38. GIS is Used by Combining: 38www.cccfusion.org Base maps Examples include: Districts Campuses Data Examples include: Population growth Legislative districts High school graduation rates Workforce and curriculum partners Regional and student demographics

39. 39www.cccfusion.org

40. FUSION Help Desk fusionhelp@foundationccc.org 916.498.6712 888.325.3222 ext. 466 John Roach jroach@foundationccc.org 916.325.8571 Or visit us online at www.cccfusion.org To sign up for FUSION claims processing, please contact: