www. cccfusion. org fusion and capital construction reimbursement claims presented by john roach...
TRANSCRIPT
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www.cccfusion.org
FUSION and Capital Construction Reimbursement Claims
Presented by John RoachDirector, Systems Analysis & Research
Foundation for California Community CollegesOctober 15, 2008
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Today’s Topics
2www.cccfusion.org
• FUSION Introduction & Background• FUSION Team• Financial Claims Reimbursement• Closing and Q&A
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INTRODUCTION & BACKGROUNDAbout FUSION
3www.cccfusion.org
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FUSION is…
4www.cccfusion.org
• 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.
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CCC Facilities Management Before FUSION
5www.cccfusion.org
• 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
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FUSION is Online & Modules are Integrated
6www.cccfusion.org
FUSIONSoftware
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FUSION Timeline
A History of Continual Improvement
7www.cccfusion.org
•Program initiation•Assessment planning•Software planning
•Assessment site visits•Space Inventory module•FUSION Help Desk
•Planning module•Project module•Assessment clean-up•Steering committee•Public website•Dictionary & FAQ•Intro training class
•Project scenario features•Formal in-house design tools•Maintenance phase begins•Systemwide plan upgrade
•Campus eligibility report•Local planning upgrades•IMPACT upgrades•Advanced training class•Enrollment forecast upgrade
•3-year assessment cycle•TOP Code upgrades•Architectural drawings database•Synchronization upgrade
•Claim processing•In-house programming •Program status maps•Energy features (IOUs)•Scanner upgrade
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8
FUSION
FUSION ProgramMore than just software
Web Portal
Classroom Training
On-site Building Assessments
Architectural Drawings DatabaseSummaries & Analyses
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THE FUSION TEAM
A Commitment to Serve
9www.cccfusion.org
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Partners
10www.cccfusion.org
ACBO Facilities Task ForceFounding DistrictsDistrict FUSION User CommunitySystem Office Facilities Planning UnitFUSION Staff at FCCCOther Affiliates
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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.
11www.cccfusion.org
ACBO Facilities Task ForceFounding DistrictsDistrict FUSION User CommunitySystem Office Facilities Planning UnitFUSION Staff at FCCCOther Affiliates
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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
12www.cccfusion.org
ACBO Facilities Task Force
Founding DistrictsDistrict FUSION User CommunitySystem Office Facilities Planning UnitFUSION Staff at FCCCOther Affiliates
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Partners• All 72 community college districts• More than 850 unique user IDs
13www.cccfusion.org
ACBO Facilities Task ForceFounding Districts
FUSION User CommunitySystem Office Facilities Planning UnitFUSION Staff at FCCCOther Affiliates
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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
14www.cccfusion.org
ACBO Facilities Task ForceFounding DistrictsDistrict FUSION User Community
System Office Facilities Planning UnitFUSION Staff at FCCCOther Affiliates
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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
15www.cccfusion.org
ACBO Facilities Task ForceFounding DistrictsDistrict FUSION User CommunitySystem Office Facilities Planning Unit
FUSION Staff at FCCCOther Affiliates
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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
16www.cccfusion.org
ACBO Facilities Task ForceFounding DistrictsDistrict FUSION User CommunitySystem Office Facilities Planning UnitFUSION Staff at FCCC
Other Affiliates
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CLAIMS REIMBURSEMENT
A Three-Step Process to
17www.cccfusion.org
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Steps to Begin Submitting Claims
• Step 1: Register• Step 2: Prepare a claim• Step 3: Submit
18www.cccfusion.org
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Step 1. Register with System Office
19www.cccfusion.org
*FUSION Help Desk 916.498.6712. More contact information on the last slide
• Call*• Complete• Sign• Return• Receive password• For projects funded
in 2007 or after
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Step 2. Create Claim in FUSION
20www.cccfusion.org
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
InstructionsScreen Navigation
Complete Forms
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Step 2. Create Claim in FUSION
21www.cccfusion.org
Screen NavigationLog inSelect “Project Module”Select your campus projectScroll over “Actions” tab & select “Claims”Select “Add New Claim”
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Step 2. Create Claim in FUSION
22www.cccfusion.org
Screen NavigationLog in
Select “Project Module”Select your campus projectScroll over “Actions” tab & select “Claims”Select “Add New Claim”
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Step 2. Create Claim in FUSION
23www.cccfusion.org
Screen NavigationLog inSelect “Project Module”
Select your campus projectScroll over “Actions” tab & select “Claims”Select “Add New Claim”
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Step 2. Create Claim in FUSION
24www.cccfusion.org
Screen NavigationLog inSelect “Project Module”Select your campus project
Scroll over “Actions” tab & select “Claims”Select “Add New Claim”
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Step 2. Create Claim in FUSION
25www.cccfusion.org
Screen NavigationLog inSelect “Project Module”Select your campus projectScroll over “Actions” tab & select “Claims”
Select “Add New Claim”
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Step 2. Create Claim in FUSION
26www.cccfusion.org
Screen NavigationLog inSelect “Project Module”Select your campus projectScroll over “Actions” tab & select “Claims”Select “Add New Claim”
Complete FormsSelect project phase Enter date rangeSelect “Expenditure Recap”Select “Manual Entry”Select “Add Vendor/Item”Enter claim information
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Step 2. Create Claim in FUSION
27www.cccfusion.org
Screen NavigationLog inSelect “Project Module”Select your campus projectScroll over “Actions” tab & select “Claims”Select “Add New Claim”
Complete FormsSelect project phase
Enter date rangeSelect “Expenditure Recap”Select “Manual Entry”Select “Add Vendor/Item”Enter claim information
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Step 2. Create Claim in FUSION
28www.cccfusion.org
Screen NavigationLog inSelect “Project Module”Select your campus projectScroll over “Actions” tab & select “Claims”Select “Add New Claim”
Complete FormsSelect project phase Enter date range
Select “Expenditure Recap”Select “Manual Entry”Select “Add Vendor/Item”Enter claim information
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Step 2. Create Claim in FUSION
29www.cccfusion.org
Screen NavigationLog inSelect “Project Module”Select your campus projectScroll over “Actions” tab & select “Claims”Select “Add New Claim”
Complete FormsSelect project phase Enter date rangeSelect “Expenditure Recap
Select “Manual Entry”Select “Add Vendor/Item”Enter claim information
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Step 2. Create Claim in FUSION
30www.cccfusion.org
Screen NavigationLog inSelect “Project Module”Select your campus projectScroll over “Actions” tab & select “Claims”Select “Add New Claim”
Complete FormsSelect project phase Enter date rangeSelect “Expenditure Recap”Select “Manual Entry”Select “Add Vendor/Item”
Enter claim information
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Step 2. Create Claim in FUSION
31www.cccfusion.org
Completed Claim Form
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Step 3. CBO Submittal
32www.cccfusion.org
• Select Submit Claim• Enter password• Select OK
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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.
33www.cccfusion.org
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SUMMARY AND CLOSING
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FUSION Timeline
A History of Continual Improvement
35www.cccfusion.org
•Program initiation•Assessment planning•Software planning
•Assessment site visits•Space Inventory module•FUSION Help Desk
•Planning module•Project module•Assessment clean-up•Steering committee•Public website•Dictionary & FAQ•Intro training class
•Project scenario features•Formal in house design tools•Maintenance phase begins•Systemwide plan upgrade
•Campus eligibility report•Local planning upgrades•IMPACT upgrades•Advanced training class•Enrollment forecast upgrade
•3-year assessment cycle•TOP Code upgrades•Architectural drawings database•Synchronization upgrade
•Claim processing•In-house programming •Program status maps•Energy features (IOUs)•Scanner upgrade
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Three Steps to Begin Submitting Claims
• Register• Prepare a claim• Submit
36www.cccfusion.org
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Other News on a Complementary Project
37www.cccfusion.org
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
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GIS is Used by Combining:
38www.cccfusion.org
• 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
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www.cccfusion.org
FUSION Help Desk • [email protected] 916.498.6712 • 888.325.3222 ext. 466
John Roach • [email protected] • 916.325.8571
Or visit us online at www.cccfusion.org
To sign up for FUSION claims processing, please contact: