Risk ManagementInsurance requirements

							                                  Topics and Presenters



PSSOA 2009 (March 17 – 22, 2009)
“Survivor Sessions”
Wednesday, March 18, 2009:

1:00 – 2:00pm
 Risk Management/Insurance Requirements
    Joe Risser (Cal Poly), Dru Zachmeyer (Cal Poly), & Greg Melnyk (Cal Poly)

   Insurance updates, commonly used templates, pitfalls and practices, typical situational
   examples, common practices, risk evaluations and considerations, questions and answers .

 Legal Roundtable
  Facilitator TBD


 Imaging and Audit/Legal Positions
   Lori Serna (Cal Poly)

   Cal Poly’s imaging experience, processes and procedures, audit positions, legal positions,
   lessons learned, future plans, questions and answers.

2:00 – 3:00pm
 Teachers/Internship Agreements Roundtable
   Joe Risser (Cal Poly), Dru Zachmeyer (Cal Poly), & Greg Melnyk (Cal Poly)

   Understanding Teachers agreements and Internships, commonly used templates, typical
   situational examples, common practices, questions and answers

 Motivational Workshop – Chad Crittenden
  “Disabilities in the Work Place”

 FOA/Internal Audit Discussions
   Debbie Brothwell (Cal Poly)

   How to prepare for audits, useful audit results (links), Cal Poly’s recent audit experiences,
   best practices and advice, questions and answers.


3:15 – 4:15pm
 Confidentiality & Non-Disclosure Agreements
   Greg Melnyk (Cal Poly) & Brenda Tesch (Cal Poly)

   What are they? Why do we need them? Pitfalls and common practices, commonly used
   templates, typical situational examples, common practices, questions and answers.

 CSU ADA/ATI Updates/Discussion
  Deborah Kaplan (CO) & TBD (Cal Poly/San Jose?)

 ATI Step by Step Process
   Deborah Kaplan (CO) & TBD (Cal Poly/San Jose?)
                                 Topics and Presenters


   ADA/ATI updates, new requirements, reporting requirements, problems and solutions,
   campus practices, and questions and answers.

 Athletics and Contracting
   Tom Roberts (CO) & Leah Kirklin (Cal Poly)

   New CSU Athletic agreement guidelines, typical types of athletic agreements, typical
   situational examples, common practices, templates, campus practices, questions and
   answers


Thursday, March 19, 2009:

1:00 – 2:00pm
 EOC/Emergency Discussion
    Mark Hunter (Cal Poly) & Matt Roberts (Cal Poly)

   Cal Poly’s EOC team framework and procedures, lesson’s learned from recent exercises,
   campus best practices, questions and answers.

 System Wide Contracts - How do they work?
   Tom Roberts (CO) & Brenda Tesch (Cal Poly)

   What are they? How is one created? Who can initiate one? How are they reviewed and
   approved? Campus practices, questions and answers.

 Sun Edison Solar Panel Project
  Irene Patriots (CO)

 P-Card Roundtable
   Linda Masterton (CO) & Tessa Betz (Cal Poly)

   P-Card updates, new features, reporting tools, problems and solutions, campus practices,
   questions and answers.

2:00 – 3:00pm
Contract Management - Multiyear’s, PS Module, Payments
   Brenda Tesch (Cal Poly) & TBD

   Campus practices on how to handle Multiyear contracts, billing and payments, PS tools and
   reporting, questions and answers.

 CPDC Updates/Discussion
   Tom Kennedy (CO) & Jim Corsair (CO)

   CPDC updates as they relate to purchasing and contracting activities: insurance, SB/DVBE,
   questions and answers.

 Cal Poly Capital Projects Update
  Scott Bloom (Cal Poly)

 Office Max Roundtable
   Don Green (Fullerton) & Rita Peth (East Bay)
                                  Topics and Presenters

    OfficeMax updates, new features, reporting tools, problems and solutions, campus practices,
    questions and answers.

3:15 – 4:15pm
 Buyer Roundtable
    Facilitator TBD

   Campuses to provide discussion material by Jan 15, 2009 to allow time to select facilitators
   and research responses.

 RFP & Bidding Scenarios
   Brenda Tesch (Cal Poly) & TBD

    A review of unusual, complex and innovative RFP and bidding scenarios along with questions
    and answers.

 E&I Updates
   Dick Scharff, E&I

    E&I Updates, new features, reporting tools, problems and solutions, campus practices,
    questions and answers.



Friday, March 20, 2009:

8:00 – 9:00am
 Sustainability/LEED Updates/Discussion
    Cheryl Mollan (Cal Poly), Mike Multari (Cal Poly) and Dennis Elliot (Cal Poly)

    A review of Cal Poly’s LEEDS certification, sustainability successes and PIER project
    experiences along with questions and answers.

 Recycle Roundtable
   Darryl Dearborn (CO) & Suzanne Lacaro (Cal Poly)

    A review of the CSU Recycle annual report and a discussion of successful and new initiatives
    at various campuses along with questions and answers.

 Small Business/DVBE Roundtable
   Darryl Dearborn (CO) & Leah Kirklin (Cal Poly)

    A review of the CSU SB/DVBE annual report and a discussion of successful and new
    initiatives at various campuses along with questions and answers.



9:00 – 10:00am
  CSU PeopleSoft 9.0 Update/Discussion
    Brenda Tesch (Cal Poly) & Mary Rueda (Northridge)

    Updates from campus PS 9.0 implementations, changes (the good, the bad and the ugly),
    tips and suggestions, user guides and mutual assistance, questions and answers.
                               Topics and Presenters

PeopleSoft On-Line Requisitions & Workflow
  Suzanne Lacaro (Cal Poly) & Tessa Betz (Cal Poly)

  Updates from campus PS 9.0 implementations, changes (the good, the bad and the ugly),
  tips and suggestions, user guides and mutual assistance, questions and answers.

Year-End Process
  Brenda Tesch (Cal Poly) & Suzanne Lacaro (Cal Poly)

  Review of typical year end process and letter, purchasing year end processes and practices,
  how to handle Multi-years, other campus practices, questions and answers.