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Administrative Briefing October 21, 2016

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Page 1: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Administrative Briefing

October 21, 2016

Page 2: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Office of Academic Affairs

Page 3: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Dean Searches, Strategic Plan Update, Big Ideas and

Research

Sona AndrewsProvost and Vice President for Academic

Affairs

Page 4: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Dean searches

• College of the Arts

• Graduate School of Education

Page 5: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Strategic plan activity

• Academic and Student Affairs Committee of the Board of Trustees

• 1.1.1 containing cost of completing a degree

• Course materials

• Time and credits to degree

• Other

Page 6: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Big Ideas and Research

• Comprehensive Campaign• Goal• Big ideas• Unit priorities

• Research focus areas

Page 7: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Finance and Administration

Page 8: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

PSU Process Analysis & Improvement Project

Susan Klees, Special Assistant to the Vice President, Finance &

[email protected]

5-5993

Page 9: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Overtime Regulatory Changes

Pam HutchinsOffice of Human Resources

Page 10: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Fair Labor Standards Act (FLSA)

Law includes:

● Overtime, Minimum wage

● Equal Pay Act, Child labor restrictions

Key employee protection:

● Employees must be paid time and ½ for all overtime hours worked, unless eligible for exemption

● unless an explicit exemption from overtime pay applies

Page 11: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Overtime Exemptions effective December 1, 2016

● Teaching professionals remain exempt from overtime

○ Perform “exempt” work, and

○ Not subject to weekly minimum salary provisions

● Non-teaching must satisfy all three criteria to qualify as exempt:

○ Primary position duties are executive, professional, or administrative as defined by the Department Of Labor

○ Employee paid on a salaried basis, and

○ The salary is at least $913 per week (equivalent to $47,476 12-mo annual)

Page 12: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Who does this apply to at PSU?

Overtime Exempt:

● Full and part-time instructional faculty

● Graduate teaching and research assistants

● Employees who perform “exempt work” AND are paid a salary of no less than $913 per week

Page 13: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Who does this apply to at PSU?

Overtime Eligible:

● Employees who DO NOT perform “exempt work” regardless of their salary

● Employees who are paid a salary of less than $913 per week, including those who perform exempt work

● All employees who are paid by the hour

Please Note: Overtime eligible may include research faculty.

FTE does not alter the minimum $913 salary requirement.

Page 14: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

To Administer Overtime Provisions

Overtime eligible employees

● Must report their time worked by the week, even if part-time

● Time worked includes: work-related phone calls, text messages, or email during off-work hours

● Must take rest and meal breaks

● Must have pre-approval to work overtime

Page 15: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Next Steps

● Preliminary lists to units

● Letters to notify employees and supervisors of overtime eligibility by October 28th

● Employee Information and Supervisor Training sessions in November, to include:

○ Time Reporting

○ Travel

○ Scheduling and schedule flexibility

○ Compensatory time

○ Meal and Rest Breaks

Additional information provided in News and Announcements at http://www.pdx.edu/hr/

Page 16: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Major Capital Projects Update

Kevin ReynoldsVice President, Finance & Administration

Page 17: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Capital Projects& Construction

Page 18: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Karl Miller CenterConstruction Began: August 2015Design Completed: December 2015SBA Temporary Move: October 2016Construction Complete & Move-In: September 2017Budget: $60.3 Million

Page 19: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held
Page 20: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held
Page 21: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Peter Stott Center & Viking PavilionConstruction Began: April 2016East Side Demolished: June 2016Design Completed: July 2016Construction Complete & Move-In: February 2018 Budget: $51.1 Million

Page 22: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held
Page 23: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held
Page 24: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Neuberger HallDesign Began: July 2016Construction Begins: Summer 2017Design Completion: September 2017Construction Complete & Move-In: Summer 2019Budget: $70 Million

Page 25: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Information Security Briefing

Sean McKay, CISOOffice of Information Technology

Page 26: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Reminders & Resources

● Be suspicious of phishes in aftermath of Hurricane Matthew

● Be aware of spear phishing attacks

● Forward suspicious emails to [email protected], then mark them as SPAM in Gmail

● Remember: Hover and Discover

● Enroll in Duo Two-Step Verification

● Visit http://www.pdx.edu/oit/security for more information

Page 27: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Emergency Management

Emma Stocker, Assistant Director of Emergency Management

www.pdx.edu/emergency-management/

Page 28: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

PSU Alert system

Emergency communication● Incidents that are a confirmed threat to life and safety● Need for broad, prompt communication

A PSU Alert message can be sent via some or all of the following modes:● Email (from [email protected])● Text message (from: 231-77 or 630-79)● Phone call (from: 1-877-725-9111)● Social Media (Facebook and Twitter)● RSS (Real Simple Syndication)● PSU Mobile App (m/pdx.edu)● PSU Website (www.pdx.edu)● Call-in line (503-725-3000)● Broadcast voicemail to PSU Phones● Flash Alert (e.g. tv scroll)

All “@pdx.edu” email addresses are

automatcally subscribed

All other modes are optional

Text message is the fastest way,

sign up today!

Page 29: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Student Financial Wellness Center

Shawna Chambers, Assistant Manager of Student Financial Services

Page 30: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held
Page 31: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Enrollment Management & Student Affairs

Page 32: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

New Undergraduate Enrollment

Shannon Carr,

Executive Director

Admissions & New Student Programs

Page 33: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

New Cultural Resource Centers

Nicholas Running

Enrollment Management & Student Affairs

Page 34: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

PSU FoundationMeagan Bataran, Director of Annual Giving

Sara Case, Director of Stewardship and Communications

Page 35: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

New Foundation Leaders:

Kimberly CooperBoard Chair, PSU FoundationPresident and CEOFortuna Group, Inc.

Bill Boldt, PhDPresident and CEOPSU Foundation

Page 36: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

How Can the Foundation Help?

General Fundraising Questions: • Sarah Schwarz, Chief Development Officer - 5-2684• Sarah can assist with comprehensive campaign, planned Giving, annual

giving or general fundraising questions.

Unit Fundraising Questions:

• Unit Development Officers or Brian Hess, AVP Development, Units and Schools - 5-2165

• Unit DO’s or Brian can assist with college/school fundraising questions and Brian can also help with Corporation & Foundation Relations questions.

Finance/Accounting and Donor Relations Questions:

• Lisa Arth, Chief of Staff - 5-8799• Lisa can assist you with finance and accounting, communications and

stewardship questions.

Advancement Services Questions: • David Stepp, Chief Information Officer - 5-5225• David can assist you with database conversion, gift processing or

event management questions.

Page 37: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

PSU’s Comprehensive Campaign

Page 38: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

PSU Foundation’s Database ConversionPHASE OF WORK JULY

2016

AUG SEP OCT NOV DEC JAN

2017

FEB MAR APR MAY JUNE

PLAN

Survey staff

Finalize timeline

Training for core team

DESIGN

Design and customize

out-of-the box

software to make

specific to PSU.

Design sessions held

with subject

matter experts

within foundation

and across

campus

TEST

Testing of customized

database (test

environment) by

foundation staff

and campus users

Testing of data

conversions

TRAIN

Training in the test

environment

across campus to

get ready for GO

LIVE

Page 39: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

• Observed on the Tuesday following Thanksgiving (November 29, 2016) and the widely recognized shopping events Black Friday and Cyber Monday, #GivingTuesday kicks off the charitable season, when many focus on their holiday and end-of-year giving. Since its inaugural year in 2012, #GivingTuesday has become a movement that celebrates and supports giving and philanthropy with events throughout the year and a growing catalog of resources. #GivingTuesday shares our capacity to care for and empower one another.

Page 40: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

• Restricted

– School and Unit• Telemarketing Fall Campaign

• Direct Mail Inventory Project

• Facilitate HTML Email Design

Page 41: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

• Restricted

– School and Unit• Telemarketing Fall Campaign

• Direct Mail Inventory Project

• Facilitate HTML Email Design

Page 42: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

• Restricted

– School and Unit• Telemarketing Fall Campaign

• Direct Mail Inventory Project

• Facilitate HTML Email Design

Page 43: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

• Restricted

– School and Unit• Telemarketing Fall Campaign

• Direct Mail Inventory Project

• Facilitate HTML Email Design

Page 44: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

• Restricted

– School and Unit• Telemarketing Fall Campaign

• Direct Mail Inventory Project

• Facilitate HTML Email Design

Page 45: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

• Restricted

– School and Unit• Telemarketing Fall Campaign

• Direct Mail Inventory Project

• Facilitate HTML Email Design

Page 46: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Portland State University Foundation

Director of Development, Annual GivingMeagan [email protected]

Associate Director of Development, Annual GivingCorey [email protected]

Page 47: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

President’s Office

Page 48: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Presidential Search Update

Dave ReeseGeneral Counsel and Secretary to the Board of Trustees, President’s Office

Page 49: Administrative Briefing - Portland State University€¦ · Training for core team DESIGN Design and customize out-of-the box software to make specific to PSU. Design sessions held

Coalition Update

Lois DavisChief of Staff and Vice President for Public

Affairs, President’s Office