2019-20 Unit Plan
Contracts/Risk Management

Mission Statement

The mission of the Business Contracts and Risk Management Office is to:  (1) provide value-oriented business contracts and risk management services in support of the District's mission; (2) process all business contracts in a professional and timely manner, in accordance with the State of California laws and District policies to enable the District to meet its goals and objectives without serious risk of liability; and (3) provide timely and professional handling of all aspects of the risk identification and management function to protect the District�s human, 财务和实物资产及资源受到不利后果的损失.

Program Description

A.	Organization of Unit:
业务合同和风险管理部由经理管理, 商务合同和风险管理，直接向行政副总裁汇报. The department has a part-time student assistant. 自2019年4月1日起，该部将设有全职行政秘书.

B.	Functions of Unit: 
商务合同与风险管理部为全区学术服务, administrative, 并在学生社区与服务领域的商业合同和风险管理提供适当的程序, oversight, 并协助确保这些职能符合地区政策和适用的法律法规. Functions include:
Insurance Program Management
Administers the District�s insurance and self-insurance programs, including:  property, general liability, automobile liability and workers� compensation, student and athlete accident, fine arts, crime, and other required insurance. Coordinates the issuance of District�s certificates of insurance. Serves as the District�s liaison to the insurance carrier. 

Claims Management
处理针对学区的第三方责任索赔，协调调查, processing and defense of claims against the district.
与地区的第三方管理人合作，处理和协调所有地区财产索赔, investigator, and legal counsel as required.

Contract Management
Provides contract review for legal compliance, risk management issues, insurance criteria and indemnification alignment. 制定符合地区政策和适用法律法规的合同和合同模板, based on the contracting needs of the District�s programs and activities. Provides periodic reports to the Board on contracting activities. Collaborates with the faculty, staff, and students engaged in contracting, legal counsel, 风险管理顾问要妥善起草合同，提供适当的业务, policy and legal review.

Risk Management
Procures and maintains liability, property and other appropriate insurance and self-insurance programs.
Develops and implements systems, 识别、收集和分析风险相关信息的政策和程序. 对员工进行风险管理计划的教育和培训，以及他们在实施风险管理计划中的各自职责. Assists faculty, staff and students to identify, eliminate, or reduce conditions or practices which may expose the District to human, environmental, or financial loss. 与设施规划和管理部门一起设计和实施安全和损失控制程序. Participates in District Safety Committee.
在合同和其他法律事务方面担任总法律顾问的联络人. 对地区因拟定的商业合同或地区活动而产生的风险和责任进行分析和评估.

Student Learning/Administrative Unit Outcomes (Optional)


        

        
        
        
学生成就标准/目标(教学部)(可选)

        
            

        

        
        
        
学生成绩标准/目标(所有其他系)(可选)

        

        

        
        
        
Strategic Direction (Optional)

        

        

        
        
        
Program Review (Optional)

        
The unit plan serves as the Program Review for Contracts/Risk Management

        

        
        
        
Department Goals

        
为校园客户提供持续、礼貌和有效的客户协助.


Provide effective Risk Management for District programs and activities.


Provide effective Contract Management for District business contracts.

        



        
Future Development Strategies

        

                    
Strategy 1 - Procedures

                    

                        
改进和扩大与合同和风险管理有关的地区行政程序.

                        

                   
                            Initiatives
                            

                            
    
                                    
  • Supporting Student, Faculty and Staff Success
    • 
                                    
  • Using Data-Informed Processes for Continuous Improvement
    • 
                            

                            


                        Supporting Rationale

                        
作为区议会政策及行政程序更新的一部分.

                        

                    
                    
                        Supporting Rationale Alignment

                        Supports Previous Program Review Recommendations: No

                        Supports Changes from Student Learning Outcomes Assessment: No

                        
                        
                        Supports Meeting Standards and Goals for Student Achievement: Yes

                        Improving Student Achievement: No

                        部门学习成果报告确定的解决策略:编号

                        Addressing Outstanding Program Review Recommendations: No

                        Supporting the College's Strategic Direction and Priorities: No

                        

                        
                        
                    

                    
Strategy 2 - BCRM Resources

                    

                        
Utilize Business Contracts & 风险管理MyBC页面显示合同和风险管理资源.


 

                        

                   
                            Initiatives
                            

                            
    
                                    
  • Supporting Student, Faculty and Staff Success
    • 
                            

                            


                        Supporting Rationale

                        
需要向校园社区介绍部门的角色和服务. Need to provide awareness of and access to procedures, 与单位职责领域相关的指导方针和信息:商业合同, Risk Managment and Insurance to the campus community. Improve services to faculty, 员工和学生可以使用电子方式获取资源和合同文件.






2012年的一项调查显示，校园社区并不知道院系提供的服务，也没有任何理由使用院系的服务.

                        

                    
                    
                        Supporting Rationale Alignment

                        Supports Previous Program Review Recommendations: No

                        Supports Changes from Student Learning Outcomes Assessment: No

                        
                        
                        Supports Meeting Standards and Goals for Student Achievement: Yes

                        Improving Student Achievement: No

                        部门学习成果报告确定的解决策略:编号

                        Addressing Outstanding Program Review Recommendations: No

                        Supporting the College's Strategic Direction and Priorities: No

                        

                        
                        
                    

                    
Strategy 3 - Safety Committee

                    

                        
参加每季度的安全委员会会议，并参加至少一次由安全委员会主办的安全步行.

                        

                   
                            Initiatives
                            

                            
    
                                    
  • Supporting Student, Faculty and Staff Success
    • 
                            

                            


                        Supporting Rationale

                        
积极参与损失控制、风险识别和管理以及安全活动.

                        

                    
                    
                        Supporting Rationale Alignment

                        Supports Previous Program Review Recommendations: No

                        Supports Changes from Student Learning Outcomes Assessment: No

                        
                        
                        Supports Meeting Standards and Goals for Student Achievement: Yes

                        Improving Student Achievement: No

                        部门学习成果报告确定的解决策略:编号

                        Addressing Outstanding Program Review Recommendations: No

                        Supporting the College's Strategic Direction and Priorities: No

                        

                        
                        
                    

                    
Strategy 4 - Insurance & Risk Management

                    

                        


购买法律规定的保险范围，以充分保护区域人员, financial and physical assets.


购买损失控制服务，协助员工建立和监控安全, risk management, and loss control programs.


 

                        

                   
                            Initiatives
                            

                            
    
                                    
  • Enhancing a Culture of Completion and Goal Achievement
    • 
                                    
  • Supporting Student, Faculty and Staff Success
    • 
                            

                            


                        Supporting Rationale

                        
委员会的政策要求确保保险以保护地区免于负债.

                        

                    
                    
                        Supporting Rationale Alignment

                        Supports Previous Program Review Recommendations: No

                        Supports Changes from Student Learning Outcomes Assessment: No

                        
                        
                        Supports Meeting Standards and Goals for Student Achievement: Yes

                        Improving Student Achievement: No

                        部门学习成果报告确定的解决策略:编号

                        Addressing Outstanding Program Review Recommendations: No

                        Supporting the College's Strategic Direction and Priorities: No

                        

                        
                        
                    

                    
Strategy 5 - Affiliations

                    

                        
Patricipate as Board Alternate to JPA's providing Property & 责任、工人补偿和风险管理项目和服务.


Participate as Committe Member to JPA for Property & Liability Program.


Participate as member of Purchasing Officers Groups.

                        

                   
                            Initiatives
                            

                            
    
                                    
  • Supporting Student, Faculty and Staff Success
    • 
                            

                            


                        Supporting Rationale

                        
风险和合同服务的成功和有效性依赖于外部资源的支持, guidance, and resources.

                        

                    
                    
                        Supporting Rationale Alignment

                        Supports Previous Program Review Recommendations: No

                        Supports Changes from Student Learning Outcomes Assessment: No

                        
                        
                        Supports Meeting Standards and Goals for Student Achievement: Yes

                        Improving Student Achievement: No

                        部门学习成果报告确定的解决策略:编号

                        Addressing Outstanding Program Review Recommendations: No

                        Supporting the College's Strategic Direction and Priorities: No

                        

                        
                        
                    

                    
Strategy 6 - Professional Development

                    

                        
Manager to attend PARMA Annual Conference.

                        

                   
                            Initiatives
                            

                            
    
                                    
  • Supporting Student, Faculty and Staff Success
    • 
                            

                            


                        Supporting Rationale

                        
To improve knowledge and leadership skills of department manager.

                        

                    
                    
                        Supporting Rationale Alignment

                        Supports Previous Program Review Recommendations: No

                        Supports Changes from Student Learning Outcomes Assessment: No

                        
                        
                        Supports Meeting Standards and Goals for Student Achievement: Yes

                        Improving Student Achievement: No

                        部门学习成果报告确定的解决策略:编号

                        Addressing Outstanding Program Review Recommendations: No

                        Supporting the College's Strategic Direction and Priorities: No

                        

                        
                        
                    

                    
Strategy 7 - Onboard New Staff

                    

                        
增加部门员工，以提高部门服务的交付和及时性.


 

                        

                   
                            Initiatives
                            

                            
    
                                    
  • Supporting Student, Faculty and Staff Success
    • 
                                    
  • Using Data-Informed Processes for Continuous Improvement
    • 
                                    
  • Maximizing Resources to Support Student Learning
    • 
                            

                            


                        Supporting Rationale

                        
Increase in the contracts processed through the department, 以及基于地区计划和活动的额外风险管理计划的需求.


The volume of contracts increased 69.96% from 2013-14 - 2015-16.


额外的项目和活动需要新的或更新的过程来减轻和减少风险.

                        

                    
                    
                        Supporting Rationale Alignment

                        Supports Previous Program Review Recommendations: No

                        Supports Changes from Student Learning Outcomes Assessment: No

                        
                        
                        Supports Meeting Standards and Goals for Student Achievement: Yes

                        Improving Student Achievement: No

                        部门学习成果报告确定的解决策略:编号

                        Addressing Outstanding Program Review Recommendations: No

                        Supporting the College's Strategic Direction and Priorities: No

                        

                        
                        
                    

                    
Strategy 8 - Contract Management

                    

                        
 Develop new and update outdated contract templates.


Develop contract approval cover page.


Develop efficient processes for contract development.


Ensure contracts comply with federal, state, and district regulations.


 

                        

                   
                            Initiatives
                            

                            
    
                                    
  • Supporting Student, Faculty and Staff Success
    • 
                            

                            


                        Supporting Rationale

                        
District business operations requires contracts for services, affiliations, work, materials, and equipment.

                        

                    
                    
                        Supporting Rationale Alignment

                        Supports Previous Program Review Recommendations: No

                        Supports Changes from Student Learning Outcomes Assessment: No

                        
                        
                        Supports Meeting Standards and Goals for Student Achievement: Yes

                        Improving Student Achievement: No

                        部门学习成果报告确定的解决策略:编号

                        Addressing Outstanding Program Review Recommendations: No

                        Supporting the College's Strategic Direction and Priorities: No

                        

                        
                        
                    


        
    
    
    
        
Requested Non-Financial Resources

        

            
多余的家具(如有):新员工的工作站和椅子.

            
        

    


        
Current Financial Resources

        

            
JPA funding for professional development (PARMA Conference).


 

        
    
    
    
    
    
            
Augmentation Requests

            

                
                    
                    

                        Original Priority
                        Program, Unit, Area
                        Resource Type
                        Account Number
                        Object Code
                        One Time Augment
                        Ongoing Augment        
                    

                    

                        Description
                        Supporting Rationale
                        Potential Alternative Funding Sources
                        Prioritization Criteria
                    

                    
                    
                    
                    

                
                
                
                        

                            1
                            Business Contracts & Risk Management
                            Operating Expenses
                            
                            
                            $2,000.00
                            $0.00
            
            
                        

                        

                            Professional Development - PARMA Annual Conference
                            为经理和行政秘书(新员工)提供职业发展机会.
                            
                                
    
                                

                            		
                            
                                
    
                                        
  • Maintaining ongoing operations at current levels (excludes grants)
    • 
                                        
  • Strengthening Professional Development
    • 
                                

                            		

                        

                        

                            2
                            Business Contracts & Risk Management
                            Operating Expenses
                            
                            
                            $150.00
                            $0.00
            
            
                        

                        

                            PARMA Membership
                            PARMA的会员资格是员工参加区域会议和培训的地区会员资格, and reduced annual PARMA Conference registration fees. 这将有助于经理和其他员工了解当前的风险管理主题.
                            
                                
    
                                

                            		
                            
                                
    
                                        
  • Maintaining ongoing operations at current levels (excludes grants)
    • 
                                        
  • Strengthening Professional Development
    • 
                                

                            		

                        

                        

                            3
                            Business Contracts & Risk Management
                            Equipment
                            110002001660000
                            56410
                            $1,000.00
                            $0.00
            
            
                        

                        

                            Furniture
                            Support any needs for additional furniture for new employee office.
                            
                                
    
                                

                            		
                            
                                
    
                                        
  • Maintaining ongoing operations at current levels (excludes grants)
    • 
                                        
  • Improving Processes: a. Data and Reporting; b. Internal Communications
    • 
                                

                            		

                        

            
                
            


    

    
    





 8/2/23


















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