1CAL POLY POMONA FOUNDATION, INC.

BOARD

INSIGHTS

July2015

University Village Hosts Successful Move-Out

page 9

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foundation.cpp.edu

PUBLISHED BY:Cal Poly Pomona Foundation. Inc.

Ph: 909.869.2912Fx: 909.869.4549

Board Insights provides communication on a range of activities that are taking place

in the Foundation. The objective of this

publication is to provide board members with

opportunities to learn more about the Foundation and strengthen communication.

WHAT YOU SPEND ON CAMPUS …

STAYS ON CAMPUS

Surplus funds generated by all Cal Poly Pomona Foundation

operations go back to the University to provide financial

and facility resources to benefit students,

faculty, and staff.

Foundation Summer ScheduleStarting Monday, June 15, the Foundation will be closed on Fridays throughout the summer, except for the week of August 24 and August 31. The Foundation offices will be open Monday through Thursday from 7:00 a.m. to 6:00 p.m. through summer.

The Foundation will resume to a five-day schedule starting September 7 and will be open Monday through Friday from 8:00 a.m. to 5:00 p.m.

Summer Dining HoursHUNGRY?

Many on-campus dining venues are open Monday through Thursday throughout the summer. All dining locations in the Bronco Student Center are open for the summer with the highly anticipated Hibachi-San opening very soon! Vista Market, Jamba Juice at the BRIC, Starbucks at the University Library, Pony Express at the CLA building, and Los Olivos are also open. Innovation Brew Works is open regular hours seven days a week throughout the summer.

For dining hours and more information, visit www.CPPDining.com.

For hours and more information about Innovation Brew Works, visit www.iBrewWorks.com.

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The 2015-2016 academic and fiscal year brings with it many changes. In June the Foundations’ Board of Directors said goodbye to two At Large members and seeks to fill these positions with leaders that have expertise in agriculture, public relations, marketing, or business. Ideally an alumnus or someone local could be nominated who is a supporter of the university and understands what our auxiliary support means to this institution.

The At Large Director position is held for two years and may be renewed at the discretion of the Board. The Board of Directors is responsible in assisting the Foundation to accomplish its mission of “Quality Service Supporting Quality Education” by ensuring that the Foundation executes the following:

• Operates in a professional and conscientious manner

• Continually updates its planning for the future

• Emphasizes the importance of quality and excellence

• Promotes high standards for ethics, honesty, competency, and professionalism in all its employees

• Develops and motivates employees to express an entrepreneurial spirit by using creativity, innovation,

initiative, and open communication

• Maintains its commitment to affirmative action, equal opportunity, and career development in a safe

working environment.

If you have any recommendations, please contact Anne McLoughlin at 909.869.5418 or amcloughlin@cpp.edu.

Foundation Board of Directors Is Looking for a Few Good Men or Women…

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The Bronco Bookstore had two locations open at all of the 2015 graduation ceremonies—one at the Campus Center Marketplace and a tent located near building 94. Family and friends were able to buy last minute emblematic gifts for their grads including license plate frames, mugs/tumblers, pen sets, t-shirts, sweatshirts, etc. Also, reps from Framing Success and Jostens were on hand in case grads wanted to order a diploma frame or class ring.

We had an impressive 43% increase in sales over last year. But more importantly, the bookstore was happy to be there for the grads and their supporters. Congrats to the Class of 2015!

Graduation Sales Increase Significantly

The Bronco Bookstore has worked tirelessly this academic year to offer an array of affordable textbook options for students:

• From summer 2014 to spring 2015, our efforts to lower students’ net costs for course materials have saved students over $1.6 million compared to buying all new print books.

• Revenue from affordable options including used books, rentals, and digital materials accounts for 40% of all course material revenue.

• Participation in buyback has decreased, but savings from rentals increased nearly $53,000 from last year.

• Savings breakdowns:

Used books: $657,355Rental books: $693,026Digital textbooks: $45,875Buyback: $261,237

Additionally, the bookstore was able to apply $400,000 in discounts to the prices of used books because we were able to lower our cost of goods for those books by alternative strategies for obtaining used books. These strategies are only viable when we have robust cooperation with faculty on timely adoptions as they require more lead time.

Students Save Money with Affordable Learning Solutions

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Lanterman Property Officially Transferred to Cal Poly Pomona

Cal Poly Pomona has officially taken ownership of the land that was once the Lanterman Developmental Center, which closed in December 2014. The official transfer of the property to the California State University was announced by President Soraya M. Coley in a letter sent to members of the community in early July.

“I am excited about the extraordinary opportunities for education, economic development and enhanced quality of life,” Coley said in the letter.

The property has been named Campus South, and in early July, a sign featuring its new title was installed at the Pomona Boulevard entrance.

However, planning for the site cannot begin until the State Historical Preservation Review has been completed. According to Coley, the review is expected to be completed by the end of the year.

“Developing Campus South will be a long-term process that will require much thought and discussion from all stakeholders,” Coley said.

Prior to the official transfer, the Cal Poly Pomona Foundation marketing department created an informative video about the property and the myriad benefits that it would give the university and local community. This video was shown to the Cal State University Board of Trustees during a meeting in May. To view the video, please visit https://youtu.be/2E4hv70o25E.

The Daily Bulletin newspaper recently published an article regarding the transfer of the property. To view the article, please visit http://bit.ly/1HYFAON.

The new “Campus South” sign was installed at the Pomona Boulevard entrance in early July.

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Improvements Underway After Water Overflow at Career CenterOver graduation weekend in mid-June, a fairly large water incident occurred at building 97; a toilet overflowed in one of the restrooms upstairs, which ultimately flooded to the lower level, impacting most of the Career Center office areas, meeting rooms, and hallways.

When the Foundation learned about the event on the following Monday, the Foundation Central Facilities team immediately jumped into action. After shutting off the water to the overflowing toilet, they contacted company Sheriff Plumbing to get them on-site as quickly as possible, and they began to assess the damaged areas. They also began to extract the water from all affected areas.

They worked with the Career Center director to help relocate the employees who were impacted. The director of environmental health and safety (EHS) was also brought in to assess the situation from a safety standpoint.

Ultimately, it was necessary to bring in a company that specializes in water damage restoration, and Belfor was used for that project. Over a several day period, Belfor extracted water, ran fans to dry everything out, treated carpet, and removed drywall to expose any damaged areas to allow for mitigation. A contractor was used to replace the drywall and repaint.

When the main sewage lines were snaked out, the workers discovered large chunks of grease entangled with paper towels. While both substances contributed to the overflow, the built-up grease was likely the main culprit. The sewage system in building 97 has a line from the kitchen area that ties directly into the main sewage line. That line transports all wastes from the kitchen area to the main sewage line, and this was most likely the source of the grease build-up.

The key design feature to minimize clogged lines from kitchen grease is to install grease traps. While there are

currently no grease traps installed in the kitchen line to the main sewage line, in spring 2015, University Facilities had communicated to Foundation Facilities their plans to install grease traps this summer at building 97 and Kellogg West. Installing and maintaining grease traps in these two lines is the long-term solution to minimize future problems.

Installing grease traps is not the only improvement being made. The Foundation real estate department is also assisting with major enhancements to the Career Center by:

• Replacing carpet in individual rooms and the lobby• Adding a dividing wall in one of the larger rooms• Installing a door to provide direct access to the

conference room, which at this time, can only be entered through another room

• Providing a kitchen. This includes both lower and upper kitchen cabinets with a double sink and a cut out to accommodate a microwave, new floor tile, electrical upgrades and a garbage disposal. A pantry cabinet will be installed to enclose the mop sink.

The water incident was clearly unplanned, and yet everyone involved responded flawlessly! Thank you to the Career Center, EHS, Campus Facilities, Foundation Central Facilities, and Foundation Real Estate for all your hard work!

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Foundation Promotes Bronco Channel at Summer Orientation

The Foundation has made its return to the summer orientation fair for both freshmen and transfer students. The first fair of the year commenced on Tuesday, June 30 in the Bronco Student Center’s Ursa Minor room and will continue every Monday and Wednesday until August 19.

Just like prior summers, the Foundation is promoting BroncoChannel.com, a student-friendly website that highlights the Foundation’s services.

In order to draw traffic to the site, we are conducting a Bronco Channel Giveaway. Students can enter the contest by visiting the Foundation booth at orientation or by visiting BroncoChannel.com and entering their name and email address. Prizes include an Apple Watch, Beats by Dre headphones, and a $100 bronco gift card.

Orientation workers are also handing out Bronco Channel brochures and keychains. Bronco Channel is also displayed on banners around the Foundation booth and on our workers’ t-shirts.

We hope our efforts continue to increase traffic and awareness to BroncoChannel.com.

Foundation orientation workers Ronnie Burcker and Thu Nguyen encourage students to enter the Bronco Channel giveaway.

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University Village Hosts Successful Move-Out

June has always been one of the busiest months for the University Village and this June was no exception!

As the end of the academic year drew near, every member of the University Village staff was focused and determined on making our resident move-out process one of the smoothest we’ve ever had! Working as a team, the Village staff spent Spring Quarter planning out a seamless process for the June move-outs. Our official resident move-out day was Saturday, June 11. However, with some residents finishing their finals earlier in the week, we had a large number of residents checking out throughout Finals Week (around 500-600). When the official move-out day rolled around, we only had about 500 residents left to check out which made for a less chaotic day.

In total, throughout Finals Week and move-out day, the University Village staff was able to check-out and process around 1,100 resident move-outs!

But the work didn’t stop once residents had checked out. Starting the day after move-out day, the University Village staff had to go through every apartment/room on property to inspect it and document any damages. For each apartment, staff went through every room where a resident had moved out of and emptied out any items that had been left behind, vacuumed, wiped down counters, etc. With 328 apartments, this may seem like a daunting task. But since all four departments at the Village (Operations, IT, Facilities, and Residential Education) had united and worked together incredibly well in the planning and execution of the resident move-out process, Village

staff were able to complete the apartment inspections efficiently and effectively. As a result of all of their hard work, when it came time for current residents to transfer spaces and new residents to move in for summer, we did not have any complaints or concerns brought forward from residents about the cleanliness or condition of their apartment, which was great news!

With the academic term closed down and summer term started, the Village has a number of things we are looking forward to. Currently, we have approximately 150 residents who will be staying with us over the summer. In addition to our summer residents, we also currently have eight different conference groups who will be living with us at different times throughout the summer (which will total about 420 people)! We also have a number of summer projects we are getting started, which include repainting in some of the Phase 3 buildings, re-carpeting in apartments as needed, new bike racks throughout the property, and more.

As we close, we want to reiterate just how proud we are to be part of the University Village staff team. We’ve had our ups and downs but we’ve come out a stronger and more united team!

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Delfina Magadan from Foundation facility services was awarded the Outstanding On-Campus Partner of the Year Award by the Career Center. On Monday, June 15 during Staff Appreciation Week, the Career Center hosted a special breakfast and honored Delfina.

Career Center Director Tom Munnerlyn praised Delfina for her optimism and hard work:

This person arrives to the Career Center every day by 7:00 a.m. There is a lot of work to be completed each day, but they get the job done. One nominator said that this person’s greatness is that they do their job with a smile on their face and with a positive attitude. The nominator also said that each morning this person greets staff with a cheerful “Buenos Dias!” The nominator cannot recall a time when this person has not been in a cheerful mood. One nominator said that this person is an example of what it means to choose the attitude you portray to others. Staff in the Career Center consider this person not only one of the team, but one of the Career Center family.

I would like to congratulate Delfina Magadan from Foundation Facility Services as one of the Outstanding On-Campus Partner of the year.

In order to receive this award, Career Center staff submit nominations to a special nomination committee and then they pick the Outstanding On-Campus Partner.

Delfina received a certificate, gift basket full of Farm Store merchandise, and a $25 bronco gift card.

“[Delfina] has developed a wonderful relationship with the Career Center team,” says Tom Munnerlyn. “Oh, and she does a fantastic job at cleaning the Career Center; there are many events in the Career Center and Delfina is always in early to clean up and get us ready for the next event.”

Thank you for your continued hard work and positive attitude, Delfina! Congratulations!

Foundation Employee Receives Outstanding On-Campus Partner Award

Career Center Director Tom Munnerlyn and Delfina Magadan of Foundation facility services

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Franchise Manager Joanne Casey Retires

After 21 years, the Foundation must say farewell to Franchise Manager Joanne Casey, who officially retired from the Foundation on Friday, July 10.

Joanne began her career at the Foundation in 1994 as a part-time cashier at Sound Stage, the original food court where the Bronco Student Center now stands. She eventually managed Oscar’s Coffee Shop, which was located in the same building. Joanne transferred out of Sound Stage and into Campus Center Marketplace after it was remodeled in 1996. Over the years that followed, Joanne moved on to oversee many different Foundation dining units, including Carl’s Jr., Round Table Pizza, Subway, and Taco Bell.

“From day one, [the Foundation has] been the best place to work,” says Joanne when reminiscing about her time at the Foundation. “I’m going to miss all my friends I’ve worked with. It’s like a family—we’ve been through a lot together.”

“I just want to thank Joanne for her service to the Foundation and the campus community. She served in so many roles over the years and is taking with her a vast piece of irreplaceable institutional knowledge,” says Dining Services Director Aaron Neilson. “She mentored so many dining services staff, and they could always rely on her for help navigating Foundation procedures and departments. A testament to her positive influence in dining services, family, and community was the huge turnout to her farewell party at Innovation Brew Works last Saturday. I say this for all of dining services … We’ll miss you, Mama Duck!”

Thank you for all your years of hard work and dedication! We will miss you, Joanne!

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The Southwest Technology & Computer Conference held on June 12, 13 & 14, 2015 at Cal Poly Pomona was one of the best conferences I have attended. The Kellogg West Conference Center is a beautiful venue and we were glad to hear that the 2015 conference was again being held there.

The meals were excellent and especially the desserts. The dining room staff were very cordial and friendly and did their job in a very professional way. As we entered the dining room, we were greeted with a friendly greeting. The front office registration staff were very accommodating with a greeting as we entered the front door. Great customer service training.

Again thank you for hosting the 2015 Southwest Technology & Computer Conference from behalf of the Big Bear Computer Club located in Big Bear Lake, California.

Yomar Cleary, Vice PresidentBig Bear Computer Club

Notes of Gratitude ...

Dear Paul,

Thank you and the Foundation for your designated gift of $75,000 to Intercollegiate Athletics. We greatly appreciate the support. I’m particularly happy that we were able to bring unique and special revenue to you with the launch of the new logo and hosting the NCAA baseball regional. Paul, thank you again!

Cordially,

Brian SwansonDirector of Intercollegiate Athletics

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Note of Gratitude

Dear Mr. Storey:

On behalf of all our physicians and staff, THANK YOU so much for your donations to Pomona Valley Hospital Medical Center Foundation (PVHMC) over the past months. As a valued donor, you help save and change lives through your generosity.

I’m writing today to let you know that in recognition of the fact that your donations had a cumulative value over $1,000 in 2014, you are being included in the prestigious President’s Society for 2015.

President Society members are recognized annually as a special group of community friends who provide the additional support required to allow the quality of our healthcare, community services and outreach efforts to continue to reach new heights every year. President’s Society members are our leaders when it comes to ensuring that the finest possible care can continue to be provided to all those who need it, 24 hours a day, seven days a week.

Because of friends like you, together we are making a difference in the lives of so many patients who are treated at PVHMC!

In recognition of your leadership role, we are pleased to extend these privileges for 2015:

• Personalized assistance• Invitation to special member tours and events, including annual President’s Society luncheon and program hosted

by Richard E. Yochum, President/CEO of PVHMC• Name(s) listed on Donor Wall located in the Main Entrance of the Hospital, and listed in Healthcares magazine.

It is my honor to be the first to officially welcome you to the President’s Society.

Sincerely,

M. Hellen Rodriguez, MDPVHMC Foundation Chairman of the Board

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Unaudited Financial Statement Highlights – May 2015EXECUTIVE SUMMARYThe purpose of this article is to provide information related to the unaudited financial performance of the Foundation for the month of May 2015. The Foundation generated a surplus less than budgeted for the month mainly due to unrealized losses from endowment investments and Continuing Education Programs.

ENTERPRISESSummary – For the month ended, the Enterprise operations generated a surplus greater than budgeted due to all operations outperforming their respective budgets.

Bronco Bookstore – Revenues exceeded budget by 124% or $357,118 mainly due to hardware and soft good sales. Cost of goods is 80% versus 68% mainly due to the slim margins on hardware sales; payroll and expenditures are 27% versus 68% of revenues. We appreciate the University’s support and the President’s request that what you spend on campus stays on campus.

Dining Services – Revenues exceed budget by 13% or $278,212 mainly due to Retail revenues exceeding budget. These revenues consist of 60% from retail and 40% from board operations; cost of goods sold is 35.4% versus 38.2% of budget, salaries and expenditures are 51.4% versus 50.3% of budgeted revenues. Retail revenues exceed budget by 18.3% or $227,011; cost of goods is 35.4% versus 38.2% of budget, salaries are 27% versus 27.4% of budget and expenditures are 24.3% versus 22.9% of budget generating a surplus of $192,998

Monthly Budget

Monthly Actual

Monthly Variance

Y T D Budget

Y T D Actual

Enterprise ActivitiesBookstore (99,904) (54,251) 45,653 301,439 515,785 Dining Services 267,862 438,985 171,123 525,716 1,527,911 Kellogg West Conf. & Hotel (121) 13,649 13,770 4,681 77,117 University Village Housing 271,535 292,889 21,354 1,641,067 1,571,992 Subtotal: 439,372 691,272 251,900 2,472,903 3,692,805

General ActivitiesFoundation Administration (78,938) (116,482) (37,544) (717,995) (651,909)Real Estate Development 16,650 14,717 (1,933) 357,364 534,088 Investments 127,528 80,842 (46,686) 1,080,821 18,668 Building Rental 8,991 15,454 6,463 98,612 84,884 Subtotal: 74,231 (5,469) (79,700) 818,802 (14,269)

Designated Funds (150,118) (193,099) (42,981) (1,880,997) (1,361,302)

Other ActivitiesResearch Office 3,750 2,096 (1,654) 41,254 34,560 Agriculture (28,892) 11,377 40,269 115,545 (46,940)Continuing Education 138,816 (234,352) (373,168) 484,575 502,545 Fdtn Programs-Unrestricted 0 (10,149) (10,149) 0 (154,482) Subtotal: 113,674 (231,028) (344,702) 641,374 335,683

Net Surplus/(Deficit) Unrestricted:

477,159 261,676 (215,483) 2,052,082 2,652,917

Fdtn Programs-Restricted 206,775 398,291 191,516 2,274,525 3,518,149 Endowment Programs-Restricted

479,449 (48,777) (528,226) 8,829,211 4,760,098

Net Surplus/(Deficit)Restricted

686,224 349,514 (336,710) 11,103,736 8,278,247

Net Surplus/(Deficit) Grand Total:

1,163,383 611,190 (552,193) 13,155,818 10,931,164

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versus $141,305 budgeted. Board operation revenues exceed budget by 5.6% or $51,201; costs of goods are 28.7% versus 35.8% of budget, salaries are 18% versus 22% of budget and expenditures are 27.6% versus 27.7% of budget generating a surplus of $248,066 versus $128,474 budgeted.

Kellogg West Catering/Dining – Revenues exceed budget by 63.7% or $144,306, cost of goods is 22% versus 30%, salaries are 28% versus 39% and expenditures are 17% versus 22% of revenues generating a surplus of $123,797 versus $20,338 budgeted.

Kellogg West Conference Center & Hotel – Revenues exceed budget by 13% or $15,025, salaries are 40% versus 43% and expenditures are 49% versus 57% of revenues generating a surplus of $13,649 vs $121 deficit budgeted.

University Village – Revenues are in line with budget, salaries and expenditures are 69% versus 71% of budget generating a surplus greater than budgeted.

GENERAL ACTIVITIESGeneral Activities reported a deficit versus a budgeted surplus mainly due to the unrealized losses in the General Investment Portfolio and Administrative expenses exceeding budgeted.

DESIGNATED EXPENSESDesignated Gifts generated a deficit greater than budgeted due to the stipends paid for the Early Career Summer Support Program to increase grant and contract activity, and strengthen the training of teacher-scholars.

OTHER ACTIVITIES(presented year-to-date actual versus budget)

Sponsored Research has generated a year to date surplus of $33,056 versus a budgeted surplus of $41,254; year to date indirect revenues are under budget by 10% or $111,068 and direct grant expenditures are exceed budget by 5.7% or $511,574 generating an effective rate of 10.38% versus the budgeted rate of 11.5%.

Agriculture-Aid-to-Instruction year-to-date revenues are under budget by 13% or $436,385 due to Agronomy Farm,

Pine Tree Ranch, Arabian Horse Center, Farm Store, Meat Lab and Fruit Industries, costs of goods are 22% versus 23% of budget and payroll and expenditures are 79% versus 73% of budget generating a year to date deficit of $46,939 versus a budgeted surplus of $115,545 due to Agronomy Farm, Beef Program, Arabian Horse Center, Farm Store, Meat Lab, Sheep Program, Vet Clinic, Swine Program and Danny’s Farm.

Continuing Education year-to-date revenues are 93% or $299,601 short of budget; payroll and expenditures are 87% versus 89% of budget generating a year to date surplus of $498,154 versus a budgeted surplus of $481,075.

Foundation Programs–Unrestricted includes the activities that are not third party donor imposed stipulations. Year to date revenues are 68% or $230,131 less than budgeted and 69% or $227,197 short of prior year due to transfers of prior fiscal year indirect cost recoveries allocation between unrestricted and restricted programs; expenditures (excluding Transfers to the University # 7344 and Roth Project 461830) are 98% or $13,001 short of budget and exceed prior year by 62% or $273,540 generating a year to date deficit of $217,253 versus a zero budget.

Endowment/Investment revenues are 70% or $4.1 million short of budget mainly due to unrealized investment losses; expenditures are 99.4% or $30,805 short of budget, generating a surplus less than budgeted due to the performance of the Endowment Portfolio.

Foundation Programs-Restricted revenues exceed budget by 60% or $4.9 million due to activities greater than budgeted; expenditures exceed budget by 59% or $3.4 million generating a surplus greater than budgeted.

If you have any question or need additional information, please contact David Prenovost at dfprenovost@cpp.edu or call (909) 869-2948.

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Schedule of New Grants

Project Title Awarding Agency New Awards College/Division Project Director

Reinvigorating Elementary Science (RESPeCT)

National Science Foundation

1,736,690 Science Nicole Wickler

Real Impacts United States Department of Agriculture

7,000 Environmental Design

Lee-Anne Milburn

Advanced Research on Environmental Justice Analysis

Southern California Association of Governments

14,285 Environmental Design

Dohyung Kim

Cal Fire Co-Op Program Department of Forestry and Fire Protection

60,000 Academic Affairs Michael Millar

Sowing the Seeds for a Multicultural 21st Century in the Ag Sector

United States Department of Agriculture

146,781 Agriculture Ronald Heimler

Application of Membrane Technology to Increase Purity of Food Colors

Southern California Institute of Food

Technologists

13,460 Agriculture Harmit Singh

Evaluation Component of the Gates Business Proposal

University of Southern California

20,000 Letters, Arts, and Social Sciences

Viviane Seyranian

Engineering and Applied Mathematics

Los Angeles County Office of Education

53,085 Extended University

Howard Evans

Prandtl-M Research Program AERO Institute 100,000 Engineering Subodh Bhandari

Evaluation of Signalized Intersection Safety Using Centracs Systgem

The Regents of the University of California

152,340 Engineering Xinkai Wu

2,303,641

June 30, 2015