Updates

Week of June 12 — Update from Task Force Chair Rachael Nava

  • Met with Compliance and Audit Committee Chair Charlene Zettel and newly named Vice Chair Garreth Elliot to provide a progress update on implementation of the audit recommendations and to preview UCOP’s 60-day responses to CSA.
  • Presented update on audit implementation progress and campus involvement to a joint session of the Councils of Executive Vice Chancellors/Provosts, Vice Chancellors for Planning and Budget, and Vice Chancellors for Administration.
  • Finalized composition of the UCOP Executive Budget Committee and began process of scheduling the group’s first meeting.
  • Task force accomplished the following major items:
    • Finalized draft 60-day milestone responses
    • Continued development of potential policy changes
    • Discussed reserve policy development

Week of June 5 — Update from Task Force Chair Rachael Nava

  • Met with Council of Chancellors to discuss implementation progress
    • Consulted with the Chancellors regarding campus participants in committee of representatives to review the UCOP budget
    • Following the meeting, disseminated information about UCOP’s policy changes regarding UCOP retirement events, funding for morale-building activities, and employee recognition programs
  • Initiated process to provide 60-day responses to the California State Auditor
    • 60-day responses are due June 23
  • Task force accomplished the following major items:
    • Reviewed 60-day milestones and associated progress, potential barriers, etc.
    • Reviewed travel policy update
    • Continued development of potential policy changes
    • Discussed reserve policy development
    • Finalized governance and subcommittee structures

Week of May 29 — Update from Task Force Chair Rachael Nava

  • Met with State Auditor Elaine Howle and her team to discuss implementation goals, process, and anticipated milestones for 60-day and 6-month reporting deadlines. Also established shared intention to meet on a regular basis.
  • Met with systemwide Academic Personnel and Program leadership to discuss implementation progress.
  • Announced significant policy changes for UCOP and regents:
    • COO Rachael Nava issued new restrictions on use of UC funds for UCOP retirement events, morale-building events, and other employee-recognition programs
    • UC Board of Regents Chair Monica Lozano issued guidance halting the use of university funds for regents’ dinners. Dinner costs have historically been paid out of a private endowment designated for university business costs not covered by state or tuition funds; they will now be absorbed by individual regents.
  • Task force convened on the following major items:
    • Governance update and discussion of membership for committee of campus representatives to review the UCOP budget
    • Discussion of ongoing travel policy revisions and new policy changes stemming from CSA recommendations
    • Progress updates for each workstream

Week of May 22 — Update from Task Force Chair Rachael Nava

  • Met with President Napolitano to discuss implementation progress
  • Met with Academic Council to discuss implementation progress
  • Met with chairs of Council of Vice Chancellors (Provosts), Council of Vice Chancellors of Planning and Budget (CFOs), and Vice Chancellors of Administration to discuss implementation progress
  • Met with Task Force. Major items included:
    • Identifying UCOP and campus experts to join subgroups to support implementation
    • Identifying potential policy changes resulting from recommendation implementation
    • Initiating fund restriction review and identifying appropriate experts and stakeholders for that process
    • Updating progress for each workstream
  • Confirmed meeting next week with State Auditor Howle and her team to discuss 60-day and 6-month milestones