Human Resources : Goals and performance measures for the nine campuses and Office of the President have been refined, and data collected for core human resources functions for FY 97/98 and 7/1/98-12/31/98. Rogers Davis (UC San Diego) continues to coordinate the HR team. Several UC campuses are forming an extended HR benchmarking cohort group with other higher education institutions such as University of Michigan, Johns Hopkins and California State University. This group will build upon and expand the UC Partnership for Performance measurement work to date.

Environment Health and Safety : All campuses continue to participate in the Campus Safety Health and Environmental Management Association (CSHEMA) national benchmarking initiative which provides comparative data in a broad range of ES&H related program areas. Campuses now have the ability to trend 2-3 years of performance data, and to compare themselves to a large cohort group of higher education institutions nationwide. Most campuses have deployed a customer satisfaction survey designed by the EH&S directors, as well as a Baldrige style campus EH&S program self-assessment tool. Julie McNeal (UC Davis) is the EH&S team leader.

Facilities Management: The UC campuses, joined by USC, CalTech and Stanford, have done extensive work on financial performance indicators and are now focusing on internal process measures, as well as operational measures in grounds maintenance and custodial services. The grounds maintenance task force is evaluating cost per acre per campus to maintain developed land, undeveloped land and recreational intramural land. Jack Hug (UC San Diego) continues as team leader.

(APPA) (The Association of Higher Education Facilities Officers) is actively involved in developing a strategic assessment model (SAM) which combines the balanced scorecard categories of performance measurement with a self-assessment framework inspired by the Baldrige criteria for excellence. For more information, see www.APPA.org/SAM.

Information Technology: Several IT Directors (UCI, UCSF, UCSD) are working as a sub-group to revise the UC goals for Information Technology and to develop new system-wide performance measures for information technology services. This work in progress will be shared with the University IT Directors in January, 2000 for input and finalization. Jim Dolgonas and Martha Winnacker (UCOP) are coordinating this effort from Office of the President.

Financial Operations:

Payroll: The payroll team (led by Mike O’Neill at UCOP) published a report (10/99) on their efforts to date, including performance measurement data for calendar years 1997 and 1998. To date, UCD, UCI and UCLA have deployed a departmental user customer satisfaction survey designed by the payroll managers.

Purchasing: The purchasing managers have developed goals and performance measures for central purchasing operations. They have reported FY ’99 baseline data. Dave Haskins (UCOP) coordinates this effort.

Travel Management:. The UC travel managers have developed a vision and goals for travel management, and have identified a set of performance measures. Data collection has been hampered by lack of access to data on some campuses.

• Extramural Funds Accounting: This team met for the first time on September 10, 1999 to identify strategic issues and goals. They are currently developing a set of performance measures in the balanced scorecard format. George Max (UCD) will lead the team efforts to define the measures prior to data collection.
  
• Disbursements/Accounts Payable: This team first met on September 14, 1999 and since then has identified strategic issues and goals for the future, as well as an initial set of performance measures. Definitions for the measures are currently being finalized. The team is also exploring opportunities for closer collaboration between the disbursements area and related business functions such as purchasing. Mike O’Neill (UCOP) coordinates this effort.
  
• Worker’s Compensation: A group of Worker’s Compensation managers from the campuses and laboratories met on September 27 to review the balanced scorecard as a framework for communicating the current state of the workers’ compensation program at UC. Balanced scorecards for three distinct stakeholder groups will be the focus of this effort: UC senior management, mid-level management, third party administrators. Barbara Pelletreau (UCOP) is coordinator, with a group of campus Worker’s Compensation managers participating.
  

There is significant momentum at the campuses to incorporate organizational performance measurement into campus administrative operations. Increasingly, the performance measures developed by UC-wide Partnership for Performance teams are used as input to campus business unit measures. A number of the UC campuses are using the balanced scorecard to communicate direction and assess performance at the unit or department level.

• UC San Diego has continued to receive national recognition for their efforts with the balanced scorecard in the Business Affairs Division (Vice Chancellor Steve Relyea). Senior managers in the Division of Business Affairs are focusing their efforts on finding external cohort groups for comparison, and on improving the internal process measures. (Campus contact: Debbie Hawkins: hawkins@ucsd.edu)
  
• The Business and Administrative Services Division at UC Santa Cruz (Vice Chancellor Tom Vani) is engaging all departments in developing critical success factors and measures for department and unit balanced scorecards. The Division has just completed the first deployment of a divisional customer satisfaction survey. (Campus contact: Susan Willats: willats@cats.ucsc.edu)
  
• UC Davis (Vice Chancellor Janet Hamilton) has committed the Division of Administration to the balanced scorecard. The campus is developing linkages between academic and administrative department performance measures and the operational budget process. (Campus contact: Kathleen Moore: kamoore@ucdavis.edu)
  
• UC Berkeley (Assistant Vice Chancellor Ron Coley) has launched a balanced scorecard initiative in the Business and Administrative Services Division (facilities management, materiel management, printing and copy services). Plans are underway for survey instruments to assess both customer satisfaction and organizational climate within those units. (Campus contact: Paul Dimond: dimond@uclink4.berkeley.edu)
  
• UCLA is collecting data for all units in the Division of Business and Financial Services in five categories of balanced scorecard measures (customer satisfaction, employee satisfaction, internal business process, innovation and learning, and financial). (Campus contact: Hilu Bloch: hbloch@be.ucla.edu)