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FUSION and Capital Construction Reimbursement Claims

FUSION and Capital Construction Reimbursement Claims. Presented by John Roach Director, Systems Analysis & Research Foundation for California Community Colleges October 15, 2008. www . cccfusion . org. Today’s Topics. FUSION Introduction & Background FUSION Team

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FUSION and Capital Construction Reimbursement Claims

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  1. FUSION and Capital Construction Reimbursement Claims Presented by John RoachDirector, Systems Analysis & Research Foundation for California Community Colleges October 15, 2008 www.cccfusion.org

  2. Today’s Topics • FUSION Introduction & Background • FUSION Team • Financial Claims Reimbursement • Closing and Q&A www.cccfusion.org

  3. About FUSION INTRODUCTION & BACKGROUND www.cccfusion.org

  4. FUSION is… • An online suite of tools used by all 72 community college districts to manage facilities • A one-of-a-kind tool for California Community Colleges • Staffed and maintained by the Foundation for California Community Colleges • Hosted by computer servers on the San Joaquin Delta College campus in Stockton, Calif. www.cccfusion.org

  5. CCC Facilities Management Before FUSION • Same basic requirements as today but with… • Little standardization across districts • Little integration across different annual submittals • No web interface • Data exchange using e-mail and postal service • Manual updates and synchronization from year to year www.cccfusion.org

  6. FUSION is Online & Modules are Integrated FUSION Software www.cccfusion.org

  7. Program initiation • Assessment planning • Software planning • Planning module • Project module • Assessment clean-up • Steering committee • Public website • Dictionary & FAQ • Intro training class • Campus eligibility report • Local planning upgrades • IMPACT upgrades • Advanced training class • Enrollment forecast upgrade • Claim processing • In-house programming • Program status maps • Energy features (IOUs) • Scanner upgrade A History of Continual Improvement FUSION Timeline • 3-year assessment cycle • TOP Code upgrades • Architectural drawings database • Synchronization upgrade • Project scenario features • Formal in-house design tools • Maintenance phase begins • Systemwide plan upgrade • Assessment site visits • Space Inventory module • FUSION Help Desk www.cccfusion.org

  8. More than just software FUSION Program Classroom Training Web Portal FUSION On-site Building Assessments Summaries & Analyses Architectural Drawings Database

  9. A Commitment to Serve THE FUSION TEAM www.cccfusion.org

  10. Partners ACBO Facilities Task Force Founding Districts District FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates www.cccfusion.org

  11. Partners • Special thanks the subgroup of members that make up the FUSION Steering Committee • Ann-Marie Gabel, Long Beach CCD • Eric Mittlestead, Sequoias CCD • Ron Beeler, North Orange County CCD • Maria Baker, San Joaquin Delta CCD • Dave Clinchy, Los Rios CCD • A member of the FUSION staff attends quarterly Task Force meetings. ACBO Facilities Task Force Founding Districts District FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates www.cccfusion.org

  12. Partners • Citrus CCD • Foothill-De Anza CCD • Los Angeles CCD • Los Rios CCD • Marin CCD • Mt. San Antonio CCD • Palomar CCD • San Francisco CCD • San Joaquin Delta CCD • San Jose-Evergreen CCD • San Mateo CCD • Sonoma CCD • Ventura County CCD ACBO Facilities Task Force Founding Districts District FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates www.cccfusion.org

  13. Partners • All 72 community college districts • More than 850 unique user IDs ACBO Facilities Task Force Founding Districts FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates www.cccfusion.org

  14. Partners • Fred Harris • Jim Rogaski* Special Thanks • John Baca • Dale Clevenger • Dan Estrada • Mary Just • Cheryl Larry • Shelley Petavini • Walt Reno • Gin Yang-Staehlin • Susan Yeager ACBO Facilities Task Force Founding Districts District FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates www.cccfusion.org

  15. Partners • Greg Owsley, FUSION Technical Coordinator • Woody Nelson, Lead Assessor • Tracie Callahan, Programs Coordinator • Brian Lonquist, Student Assistant • Eric Martinez, Student Assistant • John Roach, Director ACBO Facilities Task Force Founding Districts District FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates www.cccfusion.org

  16. Partners • San Joaquin Delta College • Eric Mittlestead, Sequoias CCD • Parsons (formerly 3D/I) • Merle Cannon, Cannon & Assoc. • Chris Addington, AP Architects • The many districts that have hosted FUSION training ACBO Facilities Task Force Founding Districts District FUSION User Community System Office Facilities Planning Unit FUSION Staff at FCCC Other Affiliates www.cccfusion.org

  17. A Three-Step Process to CLAIMS REIMBURSEMENT www.cccfusion.org

  18. Steps to Begin Submitting Claims • Step 1: Register • Step 2: Prepare a claim • Step 3: Submit www.cccfusion.org

  19. Step 1. Register with System Office • Call* • Complete • Sign • Return • Receive password • For projects fundedin 2007 or after *FUSION Help Desk 916.498.6712. More contact information on the last slide www.cccfusion.org

  20. Step 2. Create Claim in FUSION Instructions Screen Navigation Complete Forms • Features • Staff can prepare claims • Familiar looking forms • Final submittal by CBO or designee • Uses electronic signature • Valid for projects funded after 2006 • Prepare claims individually or in bulk • Ten-day processing by System Office • Instructions included on website www.cccfusion.org

  21. Step 2. Create Claim in FUSION Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” www.cccfusion.org

  22. Step 2. Create Claim in FUSION Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” www.cccfusion.org

  23. Step 2. Create Claim in FUSION Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” www.cccfusion.org

  24. Step 2. Create Claim in FUSION Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” www.cccfusion.org

  25. Step 2. Create Claim in FUSION Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” www.cccfusion.org

  26. Step 2. Create Claim in FUSION Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” Complete Forms Select project phase Enter date range Select “Expenditure Recap” Select “Manual Entry” Select “Add Vendor/Item” Enter claim information www.cccfusion.org

  27. Step 2. Create Claim in FUSION Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” Complete Forms Select project phase Enter date range Select “Expenditure Recap” Select “Manual Entry” Select “Add Vendor/Item” Enter claim information www.cccfusion.org

  28. Step 2. Create Claim in FUSION Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” Complete Forms Select project phase Enter date range Select “Expenditure Recap” Select “Manual Entry” Select “Add Vendor/Item” Enter claim information www.cccfusion.org

  29. Step 2. Create Claim in FUSION Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” Complete Forms Select project phase Enter date range Select “Expenditure Recap Select “Manual Entry” Select “Add Vendor/Item” Enter claim information www.cccfusion.org

  30. Step 2. Create Claim in FUSION Screen Navigation Log in Select “Project Module” Select your campus project Scroll over “Actions” tab & select “Claims” Select “Add New Claim” Complete Forms Select project phase Enter date range Select “Expenditure Recap” Select “Manual Entry” Select “Add Vendor/Item” Enter claim information www.cccfusion.org

  31. Step 2. Create Claim in FUSION Completed Claim Form www.cccfusion.org

  32. Step 3. CBO Submittal • Select Submit Claim • Enter password • Select OK www.cccfusion.org

  33. System Office Processing From FUSION, System Office staff processes each claim by selecting one of the following: Resubmit and Reject both result in the claim being returned to the district for further consideration. www.cccfusion.org

  34. SUMMARY AND CLOSING www.cccfusion.org

  35. Program initiation • Assessment planning • Software planning • Planning module • Project module • Assessment clean-up • Steering committee • Public website • Dictionary & FAQ • Intro training class • Campus eligibility report • Local planning upgrades • IMPACT upgrades • Advanced training class • Enrollment forecast upgrade • Claim processing • In-house programming • Program status maps • Energy features (IOUs) • Scanner upgrade A History of Continual Improvement FUSION Timeline • 3-year assessment cycle • TOP Code upgrades • Architectural drawings database • Synchronization upgrade • Project scenario features • Formal in house design tools • Maintenance phase begins • Systemwide plan upgrade • Assessment site visits • Space Inventory module • FUSION Help Desk www.cccfusion.org

  36. Three Steps to Begin Submitting Claims • Register • Prepare a claim • Submit www.cccfusion.org

  37. Other News on a Complementary Project • CCC Geographic Information System (GIS) Collaborative • Featured in TechEDge—September 2008 • Provides web, map, and data tools on computer servers hosted by San Joaquin Delta College • Intended for administrative, research, and academic users from all districts • Information at www.cccgis.org www.cccfusion.org

  38. GIS is Used by Combining: • Base maps • Examples include: • Districts • Campuses • Data • Examples include: • Population growth • Legislative districts • High school graduation rates • Workforce and curriculum partners • Regional and student demographics www.cccfusion.org

  39. www.cccfusion.org

  40. To sign up for FUSION claims processing, please contact: FUSION Help Desk • fusionhelp@foundationccc.org 916.498.6712 • 888.325.3222 ext. 466 John Roach • jroach@foundationccc.org • 916.325.8571 Or visit us online at www.cccfusion.org www.cccfusion.org

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