A Description of the different Initiative Committees

Specific requirements for Operational Excellence intiative design teams

Procurement

Sponsors: Mark Schlissel, Dean of Biological Sciences and Ron Coley, Associate Vice Chancellor, Business and Administrative Services

The procurement initiative comprises two broad goals. The first is to determine the optimal organization structure for procurement as a campus function (not limited to the central office). The second is to assess the campuswide spending base in key categories, and identify methods for reducing spending in those categories. In reaching both goals, significant change management will be required.

Requirements for design team members:

• Deep expertise in relevant procurement functions, such as vendor management, contract negotiation, or procurement accounting, as well as familiarity with online procurement systems, or
• Experience purchasing one or more of the high-volume categories such as lab equipment, travel and entertainment, or IT.

Organizational Simplification

Sponsors: Keith Gilless, Dean of the College of Natural Resources and Frank Yeary, Vice Chancellor

This initiative will examine the core business processes related to human resources, finance, and information technology, to develop an analysis of the most appropriate roles and responsibilities to achieve these functions in the most effective and efficient ways. The initiative also includes direct outreach to campus units to determine the most appropriate organizational structures for their operations, and will provide support to achieve those structures.

Requirements for design team members:

• Significant expertise in managing one or more of these functions: HR, IT, and Finance, or
• Experience as a customer of HR, IT, and/or Finance services in a distributed unit

Information Technology

Sponsors: Andrew Szeri, Dean of the Graduate Division and Shel Waggener, Associate Vice Chancellor-IST and CIO

The goal of the IT initiative is to optimize information technology across campus by focusing on five key areas: IT organizational structure, infrastructure management, application development and application management, IT procurement, and outsourcing.

Requirements for design team members:

• Deep expertise in relevant IT functions, such as application development, system administration, or desktop support, or
• An understanding of the IT needs of a diverse user group (.e.g., research faculty, undergraduate and graduate students, etc.)

Energy Management

Sponsors: Jennifer Wolch, Dean of the College of Environmental Design and Chris Christofferson, Assistant Vice Chancellor, Physical Plant and Campus Services

The goal of this initiative is to reduce campus-wide energy consumption by analyzing opportunities for infrastructure improvements and developing an incentive system to reward reduced consumption.

Requirements for design team members:

• Deep expertise in utilities and energy infrastructure projects, or
• An understanding of the energy needs of a diverse user group (e.g., research units, non-academic units, data centers, etc.)

Student Services

Sponsors: Cathy Koshland, Vice Provost of Academic Planning and Facilities and Harry Le Grande, Vice Chancellor, Student Affairs

This initiative will examine the portfolio of student services offered across UC Berkeley, including both undergraduate and graduate constituencies, as well as student services provided by individual departments. The critical objectives of this initiative are 1) to align the relevant organizations around effective student services delivery, and 2) to evaluate opportunities to resize services, improve productivity, and/or eliminate redundancies.

Requirements for design team members:

• Deep expertise in one or more areas of student services, such as academic advising, student life advising, residential programs, or
• An understanding of major student services expense categories (e.g., RSSP, Advising)

High-Performance Culture

Sponsors: Rich Lyons, Dean of the Haas School of Business and Jeannine Raymond, Assistant Vice Chancellor, Human Resources

This initiative will strengthen UC Berkeley’s operating culture by identifying pan-university opportunities within talent management, unit performance, communication, decision-making, and performance management. Extensive coordination with the Organizational Simplification initiative is expected.

Requirements for design team members:

• Deep expertise in talent management, unit performance management, communications, performance appraisal and management, or organizational behavior

Financial Management Model

Sponsors: Paul Gray, former Executive Vice Chancellor and Provost and Erin Gore, Associate Vice Chancellor, Budget and Resource Planning

This initiative will redesign UC Berkeley’s financial management model to enable pan-university resource allocation, greater financial discipline, and improved common goods funding.

Requirements for design team members:

• Deep expertise in finance and budgeting, or
• Extensive experience navigating the current financial processes.