FINANCE & OPERATIONS
A SERVICE DIVISION
Community Briefing
June 12, 2007
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AGENDA
Welcome – Jeff Solomon
Financial Services – Rich Rogan
Budget, Planning & IR – Judi Trainor
Administrative Services – Ann Schlickmann
Events Office – Jim Kenary
Compliance & Risk Management – Mike Curley
Facilities – Fred DiMauro
Questions – All
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FINANCE & OPERATIONS
ORGANIZATIONAL CHART
Jeff Solomon
Executive Vice President
& CFO
FINANCIAL SERVICES
Rich Rogan
Controller
Nancy Smith
Asst. Dir. Financial
Services (Treasury)
EVENTS
Jim Kenary
Events Program Mgr.
BUDGET, PLANNING
& IR
COMPLIANCE &
RISK MANAGEMENT
Judi Trainor
Dir. B/P& IR
Michael Curley
Compliance Officer
Patti Campomizzi
Sr. Budget Analyst
FACILITIES
Fred DiMauro
AVP for Facilities
VP & GENERAL
COUNSEL
D’Anne Hurd
Chris Salter
Assc Dir
Technical Trades
Dave Messier
Ann Schlickmann
Dir. Administrative
Services
Mgr. Environmental &
Occupational Safety
Yvonne Harris
Assistant Controller
Ron Klocek
Mgr. of Grounds
& Properties
Lori Costello
Payroll Manager
Terry Pellerin
Assc. Dir. Buildings
& Events
Accounts Payable
& P-Card
Marlyn Myers
Mgr. of Properties
Janet Whittier
Manager
Student Accounts
Hailan Li
Mgr. Sponsored
Research Accounting
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FINANCIAL SERVICES

Touches all areas of the University
– Handle student accounts, including health
insurance
– Pay university expenses
– Process Payroll
– Handle treasury and investments
– Handle research accounting
– And most importantly - Control
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What’s New in
FINANCIAL SERVICES

WPI P-Card
– Eliminates need for PO’s and check
requests
– Transactions automatically imported into
Banner after on-line approval


Student Loans outsourced
Accounts Payable Imaging
– All AP documents now stored
electronically (beginning w/ FY ’07)
–

https://login.imagesilo.com/Login.ASP
New faces in Financial Services
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BUDGET & PLANNING
What We Do:
Budget Planning
 Budget Modeling
 Line-Item Budgeting
 Budget Projections
 Budget Reports
 Financial Analysis

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THE BUDGET TEAM
The Staff
Judi Trainor, Director
Patti Campomizzi, Senior Budget Analyst
Budget Partners
Financial Services
Human Resources
Provost Office
Financial Managers
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INSTITUTIONAL
RESEARCH
How has WPI changed over time?
How does WPI compare to other institutions?
How do WPI programs compare to each other?
IR provides INFORMATION which supports
planning, policy formation, and decision
making
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INSTITUTIONAL
RESEARCH
Gathering of institutional data
Federal reporting
Preparation of institutional surveys
Benchmarking with peer institutions
Objective analysis of internal data
Documented studies on specific topics
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DATA & DOLLARS
IR
Analysis
Budget
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ADMINISTRATIVE SERVICES
We are here to serve the
WPI Campus Community
Feel free to contact us for any of the
services listed…
or some that you may not see!
We will lead you to the right person to
service your needs.
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ADMINISTRATIVE SERVICES – PURCHASING
(Founders Hall, Lower Level)
Ann Schlickmann, Director
 Purchasing information and assistance for
anything other than IT Equipment.
Information on most goods and services, and
vendor contacts – through University
Purchasing Consortia.
 Oversee the contract operation of the WPI
Bookstore
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ADMINISTRATIVE SERVICES - PRINTING
(Boynton Hall, Lower Level)
Chad Farrell, Supervisor
 Offset and multicolor printing and photocopying and
digital – including Business Cards, Brochures,
Newsletters, Invitations, Bindery, Lamination
CAMPUS ID CARDS: Sadie Goesch, Manager
 Administration and Issuance of all cards
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ADMINISTRATIVE SERVICES - MAIL
(Campus Center, first floor)
Ceil McLaren, Supervisor
 Process all incoming and outgoing mail for
students, faculty and staff, including US Postal
Service, UPS.
 Courier Service: Mail courier delivers all mail and
packages to departments while picking up
outgoing mail.
 Service Window: Purchase stamps, and Campus
Community may ship UPS packages at discount
rate.
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ADMINISTRATIVE SERVICES PROPERTY MANAGEMENT (85 Prescott St)
Clarence Plant, Manager and Property
Administrator
 Asset Inventory
 Acquisition of excess equipment through
government and private sources
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Welcome to the EVENTS OFFICE
Where successful events begin with proper planning…
Contact us at least two weeks prior to your event
Spaces we schedule: Campus Center, Higgins House, Alden Hall, Beckett and
Forkey Conference Rooms, and Riley Commons
Date
and Time of Event
Expected Attendance
Title of Event
AV Requests
Set-up needs
Catered Needs
WPI Account Number
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WPI EVENTS OFFICE
For large scale complex events with 200 +guests, the Events Office will
help facilitate a service providers meeting to ensure all your
event details are addressed.
For efficient service
utilizing the on-line Reservation Request Form will guide you through
the details of your event!
http://www.wpi.edu/Admin/Events/
Confirmation of your request will be obtained within 2 business days
either by email or phone.
The Events Office plans approximately 7,000 events/yr
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RISK MANAGEMENT


Provide management of risk for WPI by identifying risks to
community and selection/maintenance of solutions to mitigate risk
Approximately $600k for Insurance premiums will be paid in FY’07
– 16 separate policies, including Auto, Liability, Property and Travel
– Seek competitive price through using following formula:
Coverage Limits plus Historical Claim Trends = Retention and Price



Review contract language for indemnification and hold harmless
clauses
Distribute certificates of insurance
Risk Mapping of mitigation for:
– Study abroad programs
– Student activities

Support all departments’ involvement with risk exposure
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COMPLIANCE




Support ongoing process of WPI conforming to external/internal policies and
regulations
Manage annual Conflict of Interest disclosure requirement
Ongoing maintenance and creation of institutional policies
Identifying assurances of conformity to standards of practice
– Over 75 annual assurances submitted by various WPI departments to Federal,
State, Municipal entities
Examples of Institutional Oversight requirements:
Biosafety Committee
IACUC
IRB
Close associations with:
Human Resources
Office of Research Administration
Environmental and Occupational Safety
General Counsel
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DEPARTMENT
OF
FACILITIES
TRADES
GROUNDS
CUSTODIAL
PROJECTS
SAFETY
PROPERTY MGMT
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FACILITIES MISSION

provide a
safe, clean, properly maintained
environment
for the WPI community,
in
support of academic & social activities.
 highest quality service,
with the highest level of professionalism.
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ORGANIZATIONAL CHART
STUDENTS
FACULTY
STAFF
ALUMNI
TRUSTEES
PARENTS
PROSPECTIVE STUDENTS
NEIGHBORS
WORCESTER COMMUNITY
SOCIETY
FUTURE GENERATIONS
Info
Systems
LIZ
Tomaszewski
Mechanical
Operations
NORM
Hutchins
BOILER
TECHNICAL
OPERATIONS
TRADES
Service
Desk
SANDY
Ferver
Property
Management
MARLYN
Myers
Technical
Trades
CHRIS
Salter
GROUNDSKEEPERS
RECYCLING
&
WASTE
CUSTODIAL
SERVICES
MAINT
MECHANICS
Academic
Supv
TOM
Moreau
GARDENERS
Residential
Supv
BOB Pepin
Grounds &
Properties
RON
Klocek
Buildings
& Events
TERRY
Pellerin
PURCHASING
DIANNE
Baxter
EVENT
SET-UP
2nd Shift
Supv
GARY
Antinarella
Bio Safety
PAULA
Moravek
Radiation
Safety
DAVID
Adams
PROJECTS
Enivron &
Occu Safety
DAVE
Messier
Laser
Safety
ROGER
Steele
INVOICE
CONTROL
LIZ
Tousignant
FRED
DiMauro
Assistant VP
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DAILY
OPERATIONS
WORK ORDERS
PLANNED
MAINTENANCE
ADVENTURES
DU JOUR
SAFETY
CUSTOMER SERVICE
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CUSTOMER SERVICE
QUALITY
COMMUNICATION
TIME
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QUALITY
IMPROVEMENT
AND
POSITIVE
CHANGE
LEADERSHIP
CREATIVITY
DEDICATION
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QUESTIONS
Thank You for Attending our Presentation
DIVISION OF FINANCE & OPERATIONS
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