CSS New Staff Orientation 2014

Agenda Campus Shared Services Organization & Leadership Functional Areas • IT • HR/APS • B&FS • RA 4th Street Facilities & Amenities

UCB & CSS Culture Staff Development & Engagement Q&A

Thera Kalmijn Chief Operating Officer [email protected]

(510) 643-7308

CSS Organization & Leadership Campus Functional Leaders (CIO, CFO, AVC HR, Dir. APOS, AVC RAC)

Campus Unit Leaders (Deans, VCs, etc.–of units served by CSS)

CSS Director, Human Resources / Academic Personnel Support Suong Ives

Service Director Team 1 & 3 Open

CSS Director, Business & Financial Services Jim Wogan

CSS Director, Research Administration Karen Wilson

CSS Director, Information Technology Jerry Yerardi

CSS, Chief Operating Officer Thera N. Kalmijn

Executive Administrative Assistant Kim Dixon

Project Manager, CSS Implementation Mary Worthington

Director, Service Quality & Organizational Effectiveness Darrylyn Swift

Director, Process Transformation & Innovation (PTI) George Noble

Director, Finance, Admin, & Performance Management David DeClercq

Service Director Team 2 Cathy Jen

Service Quality

Strategic Project Management

Finance

Service Director Team 4 Seana Van Buren

Staff Development & Engagement

Change Management

Office & Facilities Management

Service Director Team 5 & 7 Nicole Terrell Service Director Team 6 & 8 Auben Winters Service Director Team 9 John Kaso

Process Transformation & Innovation (Lean Six Sigma Team)

Director, Communications Open

Service Teams Service Teams are made up of like campus units Team 1

Team 2

Team 3

Team 4

Team 5

Team 6

Team 7

Team 8

Team 9

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School of Social Welfare

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College of Environmental Design

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University Health Services

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College of Letters & Science

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Haas School of Business

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VC Student Affairs

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Intercollegiate Athletics

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Chancellor’s Office

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AVC IST

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College of Natural Resources

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VC Admin & Finance

Goldman School of Public Policy

Environment, Health & Safety

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COENG Engineering Research (ERSO)

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School of Public Health

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Center for Race & Gender (EVCP)

Summer Sessions, Study Abroad, & Lifelong Learning

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VC Equity and Inclusion

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School of Journalism

Berkeley Law

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Academic Senate

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Executive Vice Chancellor & Provost

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VC Teaching/ Learning/ Academic Planing/ Facilities

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UC Library

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College of Engineering

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Blum Center

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School of Information

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Graduate School of Education School of Optometry

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Athletic Study Center Student Learning Center

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Lawrence Hall of Science

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Art Museum & Pacific Film Archive

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University Extension

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VC University Relations

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Vice Provost Faculty

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Cal Performances

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Graduate Division

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ETS

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KALX FM

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VC Facilities Services

VC for Research and RES

Information Technology Jerry Yerardi CSS IT Director [email protected]

(510) 664-9259

Barinder Flanagan CSS IT Deputy Director [email protected] (510) 664-9260

CSS IT – Organization UCB, Chief Information Officer Larry Conrad

CSS, Chief Operating Officer Thera N. Kalmijn

Director Jerry Yerardi

Deputy Director Barinder Dhillon- Flanagan

Applications & Desktop Support (Hub) Supervisors: Joseph Soares Josie Glavan

Procurement and Provisioning Team-Zone 0 Supervisor: Glenn Cruz

Strategic Initiatives Supervisors: Frank Muth Jeanette Robinson

Technical Projects

Engineering & Security

Supervisor: Michelle Bautista

Supervisor: Micah Bot-Miller

End User Device Support Group (EUDS Teams) Upper Hearst Zone 1

Campanile Zone 2

Upper Bancroft Zone 3

Lower Bancroft Zone 4

Lower Hearst Zone 5

Central Campus Zone 6

Supervisor: Lucus Nucum

Supervisor: Shirley Davis

Supervisor: Duane Straub

Supervisor: Lois Wareham

Supervisor: Amit Singh

Supervisor: Noah McGee

CSS IT – Service Menu End User Device Support

•General technical troubleshooting •Printer/multi-function device (MFD) support •New user set up; install and upgrade non-baseline software or hardware •Employee or departmental device moves (transfer) •Active Directory changes / Security issues

Device Procurement & Provisioning

• desktops, laptops, smart phones, tablets, printers

Application Support

• BearBuy, BFS/BAIRS, Cal Planning, Cal Time, Cal Answers • bConnected, Box.net, MS Office Adobe • Technical Training for above apps [coming soon]

Other

• Update Knowledge Base • Coordinate IT needs with other CSS and Campus departments • Consult and advise users • Research Lab Support [optional]

Human Resources/Academic Personnel Support Suong Ives CSS HR/APS Director [email protected] 510-664-9389

Theresa Richmond CSS HR/APS Deputy Director & Operations Manager [email protected] 510-664-9290

CSS HR/APS – Organization Assistant Vice Chancellor, HR Jeannine Raymond

CSS, Chief Operating Officer Thera N. Kalmijn CSS Service Team 2 HR Manager Cynthia Weekley

CSS HR/APS Director Suong Ives

Service Delivery Team 4 Manger

Service Delivery Teams 1, 3, 5 & 6 Manager

Service Delivery Teams 7, 8, 9 Manger

First Contact Resolution Supervisor

Operational Effectiveness

Cheryl Drassinower

Valerie Ventre-Hutton

Anita Bailey

Emily Gayton

Daisy Crawford - HR Julie Niedermayr - APS

Service Delivery Team 4 Supervisor Cindy Kennon

Service Delivery Teams 1, 3, 5 Supervisor Open

Service Delivery Team 6 Supervisor Ellen Lloyd

Service Delivery Teams 7 & 8 Supervisor Rob Frederickson

HR Partners Team 4

HR Partners Team 1, 3, 5

HR Partners Team 6

HR Partners Team 7, 8, 9

Recruiting Supervisor Alejandro Gomez

Theresa Richmond

First Contact Resolution Team

Operations Manager, Center of Expertise Open

Benefits & Leaves Supervisor Sharon Johnson

Deputy Director and Operations Manager, HR/APS

Operations Manager, Transactions Kathryn Forrest

Visa & Immigration Supervisor Nelcy Dwight

Payroll & Timekeeping Supervisor Cynthia Davis

Records Management Supervisor Sean Cavanaugh

HR Information Systems & Reports Supervisor Theresa Richmond (acting)

CSS HR/APS – Service Menu Recruitment

Appointments

New Hire\ Onboarding

Visa & Immigration

Benefits & Leaves

Compensation

Performance Management

Employee Relations

Records Management

Separations

Payroll and Timekeeping

Advisory and Employee Relations

Business & Financial Services Jim Wogan CSS B&FS Director [email protected] (510) 664-9390

Kerrie Andow CSS B&FS Deputy Director [email protected] 510 664-9392

CSS B&FS – Organization UCB, Chief Financial Officer Rosemarie Rae

CSS, Chief Operating Officer Thera N. Kalmijn

CSS B&FS Director Jim Wogan

Deputy Director, Business Operations Kerrie Andow

Business Services Supervisor Service Team 9 Jadine Palapaz

Business Contracts/ Recharge Manager Celia Maddox

Business Services Supervisor Service Teams 1, 5 Joe Magliaro

Business Services Supervisor Service Team 4 Robin Baca

Business Services Supervisor Service Team 4 David Murphy

Business Services Manager Open

Business Services Supervisor Service Teams 3, 6 Arsenio Escudero

Business Services Manager Shivani Bhatia

Business Services Supervisor Service Team 7 Azar Golpayegani

Service Team 2 B&FS Deputy Director Jennifer Stone

Business Services Supervisor Service Team 8 Steve Baez

CSS B&FS – Service Menu Business Contracts Coordination

• Assist in review of: contract proposals, supporting business and financial plans, general terms and conditions • Verify contract packet completion • Coordinate with Business Contracts office

Procurement

• Receive and process general purchase requests and BearBuy carts • Assist buyer to complete order • Vendor set up and updates • Prepare requisitions, PO changes orders, bluCard reconciliation, voucher approval

Travel and Entertainment Recharge

•Prepare and process travel and entertainment forms •Collect receipts and obtain approvals •Prepare vendor payments

•Provide recharge (IOC billing transactions and reconciliation •Prepare recharge journals •Prepare statements

Research Administration

Karen Wilson CSS RA Director [email protected] 510 926-9714

CSS RA – Organization Assistant Vice Chancellor, RAC Pat Schlessinger

CSS, Chief Operating Officer Thera N. Kalmijn

Program Management Analyst Valerie Wiley

CSS RA Director Karen Wilson

CSS Service Team 2 Director Cathy Jen

Contracts & Grants Managers Team 2 Mary Cuison Jane Doyle Leslie Goldstein Elise Mills Vonis Moore

Deputy Director Open

Audit Response Team

Contracts & Grants Manager Teams 1, 3, 5, 6, 7 & 8 Sarah Gutierrez

Contracts & Grants Manager Team 9 Adam Berke

Contracts & Grants Manager Team 4 Katie Hudson

Supervisors: LeKesha Ponde Open Open

Supervisors: Sibani Michael Bose Henry Chan Janet Cooks Summer Lee Garcia Laurie Kimbler Maya Serban

Supervisors: Jan Lenox Sue Logan Leslie Ross Open

CSS RA – Service Menu Proposal/

Pre-Award Negotiation Support

Fund Management

Award Closeout

• Proposal preparation • Award Setup – review/develop project spend plan with PI, set up reoccurring expenses, set up sub-awards and sub-award processes • Compliance support

• Work with PI to: • provide additional or revised documentation • meet compliance requirements • approve special sponsor reporting requests

• Overall monitoring and administration of grants and awards • Faculty designated funding (e.g., sponsored awards, research gifts, startup, retention, etc.) • Provide business, accounting, and HR expertise to PI for projects

• Consult on close out strategy • Assist with close out activities

Contacting CSS

Create a Service Request Ticket for IT, HR/APS & RA through blu.berkeley.edu

For B&FS: bearbuy.is.berkeley.edu

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Press 1 for IT Press 2 for B&FS Press 3 for HR/APS Press 4 for RA

4th Street Facilities Management Doris Frisch Facilities & Office Manager [email protected] (510) 664-9429

Juan Ramos Facilities Management Specialist [email protected] (510) 664-9431

4th Street Facilities & Amenities • Adjacent campus parking lot • Shuttle to North Berkeley BART • Kitchen areas on each floor • Available street parking • Recycling program • Vending machines • Available office supplies • Building card key access • Mail services • UCPD Security Patrol

Email: [email protected]

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Meeting rooms & open work areas On-site Gym and WorkFit classes Ergonomic evaluations CSS internal staff directory (Google doc)

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CSS Service Quality & Organizational Effectiveness (SQOE)

Darrylyn Swift Director of Service Quality & Organizational Effectiveness

[email protected] (510) 664-9297

CSS Service Quality & Organizational Effectiveness (SQOE) CSS, Chief Operating Officer Thera N. Kalmijn

Director, SQOE Darrylyn Swift

CSS Staff Development & Engagement Lead Andrea Lambert

Learning & Development Coordinator Tamara Lawson

Engagement Coordinator Aleah Warren

Learning & Development Coordinator Jocelyn Newman

Executive Administrative Assistant Max Stern

Service Quality Analyst Open

Organizational Effectiveness Analyst Open

Service Quality Analyst Open

Organizational Effectiveness Coordinator Open

Building our culture together

EVERYONE has a part in building and growing a positive culture

UC Berkeley Operating Principles

Aligning CSS Guiding Principles to UCB Operating Principles We INCLUDE and EXCEL TOGETHER • Serves the UC Berkeley Community • Values Staff

We IMAGINE and INNOVATE • Increases Efficiencies • Leverages Functional Expertise and Institutional Knowledge • Optimizes Savings

Aligning CSS Guiding Principles to UCB Operating Principles We SIMPLIFY • Strives for Simplicity

We are ACCOUNTABLE TO EACH OTHER • Evaluates Performance by Metrics • Operates with Transparency and Accountability

We FOCUS ON SERVICE • Creates a Strong Service Focus • Supports the Mission of Teaching, Research, and Public Service

It takes YOU! Living our Operating Principles

Giving KUDOS to our colleagues

Highlighting our successes

Investing in ourselves through learning & development Being a positive reflection of CSS values

Providing exceptional service to our clients

Accepting and giving feedback

Learning & Development Staff Development & Engagement (SDE) 

Lunch and Learns

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Function specific training

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CalPact and other technical training

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Customer service & soft skills training

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Leadership development and supervisor training

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Training calendar: type ‘csslearning’ into the other calendars in bCal to view the SDE Calendar

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UC Learning Center: http://blu.berkeley.edu (login using your CalNet ID and click “UC Learning Center”)

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[email protected]: let us know what learning opportunities you want

Staff Committees Staff Development & Engagement (SDE) Want to get involved? CSS Staff Committees 

Culture & Inclusion

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Enrichment & Recognition

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Staff Development

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Wellness & Sustainability

Email [email protected] if you are interested in joining a staff committee.

Employee Recognition & Reward Staff Development & Engagement (SDE) 

CSS recognition and reward programs

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Berkeley Operating Principles Kudos program

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UC Berkeley recognition programs • Achievement & Spot Awards • Berkeley Staff Assembly Excellence in Management Award

• Chancellor’s Outstanding Staff Award

Wellness & Sustainability Staff Development & Engagement (SDE)  Gym facilities

 WorkFit programs  Health*Matters sessions  First Aid / CPR / AED trainings  CSS Walks & Bike to Work Day hosting  Recycling and composting programs  UCPD Safety seminars

Diversity, Equity & Inclusion Staff Development & Engagement (SDE) 

Multicultural Education Program (MEP) trainings

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Ethnic Staff Organization meetings at 4th Street

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Celebrating diversity (e.g., Black History Month, etc.)

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Equitable recruiting & staffing practices

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Building and sustaining a diverse culture

Wrap Up THANK YOU for your participation!