Age-friendly designation for SOU

SOU achieves “age-friendly university” status

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(Ashland, Ore.) — Southern Oregon University has been accepted for membership in the Age-Friendly University Global Network – a collection of more than 100 universities across five continents that have committed to age diversity and intergenerational interactions on their campuses and in their communities.

“This is a timely and impactful distinction for SOU,” President Rick Bailey said. “It meshes with some initiatives that we’re already very excited about. Our acceptance into this distinguished network really highlights our dedication to students of all ages and backgrounds, and our utmost respect for the knowledge, expertise and capabilities of older adults.”

The membership underlines SOU’s commitment to serving mid-career and older students and welcoming the contributions of older employees. It will also place the university on lists of age-friendly institutions that are maintained by organizations such as the American Association of Retired Persons (AARP) and the Gerontological Society of America.

SOU, Portland State University and Western Oregon University are the only Oregon institutions to gain AFUGN membership. Member colleges and universities commit to AFUGN’s list of 10 Age-Friendly University Principles, which touch on second careers, intergenerational learning, online educational opportunities, engagement with retired communities and other key topics.

“Your institution’s demonstrated commitment to this cause and its ongoing efforts to promote age-friendly policies, research, services and initiatives are to be lauded,” said Aaron Guest, Ph.D., an Arizona State University faculty member who serves as secretariat of AFUGN.

“We are thrilled to embark on this journey together and look forward to a fruitful and collaborative relationship,” he said. “Together, we can significantly impact older adults’ lives and create societies where everyone can age with dignity, respect and fulfillment.”

The new membership meshes with SOU’s plans to build a senior living center on campus and with the existing Osher Lifelong Learning Institute. OLLI at SOU leaders collaborated on the AFUGN membership application with Noriko Toyokawa, an associate professor of psychology at SOU whose research focuses on intergenerational relationships and health in later life.

“Age diversity on campus is a resource for learning and community building,” Toyokawa said.

SOU has been awarded state funding to raze its outdated and largely unused Cascade Housing Complex, and university leaders have begun conversations with potential private partners for development of a senior living facility in its place. The goal is to create a living community that creates a unique synergy between the center’s residents, SOU students, OLLI at SOU and the university. A list of seniors who are interested in moving into the facility has already been generated.

SOU’s is among the largest of 125 OLLI programs on college and university campuses across the U.S., with close to 1,700 members at the university’s Ashland and Medford campuses. The SOU program, like others around the country, provides a variety of in-person and online noncredit courses and outdoor activities geared toward adults 50 or better who seek “learning for the joy of learning.” OLLI at SOU invites adults to come for the classes and stay for the connections.

OLLI at SOU members collaborate with staff to govern their organization, and teach and take classes in subjects ranging from art and music to science and technology to health and recreation. The local program began with 100 members in 1993 as Southern Oregon Learning in Retirement (SOLIR) before being incorporated into the nationwide OLLI network that is part of the Bernard Osher Foundation.

The AFUGN was initiated in 2012 at Ireland’s Dublin City University and has grown into a network of institutions that promote positive, healthy aging by offering age-friendly educational programs, research, curriculum, online education, health and wellness activities, arts and culture programs and opportunities for civic engagement.

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Jason Mendoza appointed to SOU Board of Trustees

Current chair and university employee appointed to new terms on SOU board

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(Ashland, Ore.) — Oregon Gov. Tina Kotek has appointed Jason Mendoza, an area coordinator for Southern Oregon University’s Housing Department, to serve on SOU’s Board of Trustees, and reappointed current board chair Daniel Santos to his second full, four-year term. Both were confirmed on Friday by the Oregon Senate and their service to the board begins immediately.

Mendoza will serve a two-year term as the new non-faculty staff member of SOU’s governing board. He is an SOU alumnus, receiving his bachelor’s degree in Criminology and Criminal Justice seven years ago, and he held criminal justice positions in Jackson and Klamath counties before taking his current position with SOU’s University Housing.

“SOU holds a very special place in my heart, as it is where I met my wife and we started our family prior to graduating,” Mendoza said. “This opportunity brings me full-circle at SOU, where as a student worker in University Housing, my wife and I received the support we needed to graduate. I will be pleased to join the board in advocating for and supporting first-generation students like myself.”

Santos is also an alumnus, receiving his bachelor’s degree in criminology at SOU in 1975, before earning his law degree at Willamette University College of Law. He has remained involved in education throughout his career, serving as a founding member of Scholarships for Oregon Latinos, and in guiding roles with Willamette University’s Willamette Academy for students from underserved communities and the Leadership Council for Oregon Mentors. He has served on the SOU Board of Trustees since 2016 and currently is the board’s chairperson.

“I am excited to continue my service to SOU, and I am looking forward to working with Jason and all of our fellow board members,” Santos said. “Our role is to keep the institution on a solid, sustainable path and ensure access to future generations of students. SOU is headed in the right direction, both academically and fiscally, thanks to the innovative, responsible guidance of our board and university leaders.”

Santos is a retired associate dean for the Willamette University College of Law, where he oversaw student affairs and administration. He has served in various capacities for Oregon governors Neil Goldschmidt, Barbara Roberts, John Kitzhaber, Ted Kulongoski, Kate Brown and Tina Kotek. His roles included service as Roberts’ legal counsel and Oregon Board of Parole and Post-Prison Supervision chair, and as a senior policy advisor for Kulongoski.

He currently serves on the boards of directors of the Oregon Shakespeare Festival and the Mid-Valley Literacy Council, among others.

Mendoza is a member of the city of Ashland’s Housing and Human Services Advisory Committee, which assesses and makes recommendations to the City Council on housing and human service needs. He is an advisor for both the SOU Ho`opa`a Hawai`i Club and Samoan Club, and is passionate about helping underrepresented populations – especially the Polynesian community.

He has worked with the SOU Admissions Department in the recruiting and retention of Pacific Islander students, including traveling to American Samoa, and has helped Phoenix High School students learn about Samoan culture during Asian American and Pacific Islander Heritage Month.

Mendoza also helped to organize the United Pacific Islanders of Southern Oregon (UPSIO) Pacific Islander Summer Celebration in August – an event that was hosted by the Samoa Pacific Islander Coalition (SPDC).

SOU was granted authority by the state to form its own independent Board of Trustees beginning July 1, 2015, following the legislature’s dissolution of the Oregon University System and State Board of Higher Education. SOU’s board is responsible for governance and oversight of the university.

Eleven at-large trustees serve four-year terms, and one voting position each is reserved for an SOU undergraduate student, an SOU graduate student, a faculty and a non-faculty staff member – each of whom serve two-year terms. One non-voting undergraduate student member also serves on the board for a two-year term.

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SOU Forward realignment plan approved

SOU Board of Trustees approves realignment plan

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(Ashland, Ore.) — The Southern Oregon University Board of Trustees voted unanimously today to adopt the SOU Forward fiscal realignment plan – a four-plank strategy that balances expenses with revenue and then prepares the university for strategic growth by diversifying its sources of revenue.

The board focused primarily on the plan’s first plank – immediate cost management – while the three planks or elements that are centered on revenue generation will unfold over the next several years.

“University leaders clearly understand SOU’s difficult position and have identified the steps necessary to address the institution’s immediate financial threats,” said Daniel Santos, chair of the SOU Board of Trustees. “What my fellow board members and I find most hopeful is that this plan also lays out a course of action that will enable the university to diversify its revenue and avoid similar threats in the future.”

The cost management measures that trustees adopted will reduce expenses by $3.6 million this year while identifying another $9 million in recurring cost reductions. They address structural flaws in the university’s financial model that otherwise would result in a projected $14.6 million deficit by the 2026-27 fiscal year.

The measures will reduce the SOU workforce by the equivalent of almost 82 full-time positions – about 24 of them resulting in current employees losing their jobs. The remainder will be achieved through a combination of current job vacancies, retirements, voluntary departures and non-renewable contracts. The university is working closely with the 24 current employees whose positions will be lost to identify other opportunities.

Those whose positions are impacted are being given advance notice ranging from 120 days to 15 months, depending on job category.

“Make no mistake, this continues to be a challenging process for all of us at SOU,” President Rick Bailey said. “But we will remain committed to kindness, compassion and unity. We are in this together, and will always be mindful of the ways in which this plan affects all of our students, faculty and staff.

“Ultimately, as challenging as this work is, we are doing it because we are united in our love for students. We owe it to current and future students to take the steps necessary to keep SOU affordable and accessible for generations to come.”

The staffing reductions will touch SOU’s three employee groups almost equally, with 27 faculty positions, 30 classified positions and 25 unclassified positions affected. The timing of reductions will vary over the next year and a half, with most being achieved by June 2024 or soon thereafter.

The realignment process, which began in earnest last October, has aimed for transparency and collaboration, with input from SOU’s shared governance partners – the Associated Students of SOU, Faculty Senate and Staff Assembly – and the unions representing both faculty and classified employees. With each decision, efforts have been made to maintain academic excellence and student experiences.

The structural flaws in SOU’s fiscal model are the result of a longstanding reliance on the combination of state appropriations and tuition revenue to pay for most operations. The proportion of those two funding sources has flipped in recent decades for all of Oregon’s seven public universities – what used to be about a two-thirds share from the state and one-third from tuition is now the exact opposite.

President Bailey has said that SOU can “no longer pull the tuition lever” each time its budget must be balanced. The SOU Forward plan identifies strategies that will build the university’s fiscal resilience and reduce its reliance on state funding and tuition.

Those revenue-generating planks call for the university to reimagine how it supports faculty and programs seeking funding from external granting agencies and organizations, leverage an ongoing surge in philanthropic support for SOU and diversify revenue by pursuing entrepreneurial opportunities that include solar power generation and creation of a senior living facility.

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Misinformation about SOU's fiscal realignment cleared up by President Bailey

President corrects misperceptions on fiscal realignment

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SOU President Rick Bailey reached out to students and employees this week to correct various misinformation and misperceptions that have circulated among the campus community regarding the cost-management portion of the university’s four-pronged fiscal realignment plan.

The bottom line is that students and others should expect “a robust mix of academic programs and student experiences” at SOU for the foreseeable future, President Bailey said.

He specifically pointed out that the only academic program proposed for elimination at SOU is the master’s degree in Environmental Education, and all current students in that program will be able to complete their degree requirements.

“No other programs are being proposed for elimination,” he said. “Rather, our intent in identifying budget reductions was to more tightly focus some academic programs to better align with the needs of students as they graduate and begin or resume their careers.”

For example, the Theatre Program – where several inaccuracies have circulated among concerned students, staff and patrons – will continue to be a key piece of the SOU identity and an important element of the university’s overall offerings in the creative industries. The program is not one of SOU’s largest but its students, staff and patrons are vocal in their support.

“Discussions have been underway with the (theatre) department for the past several years about how we may be able to better integrate and create synergy among programs related to theater, film, video, gaming, concerts and special events – boosting the career opportunities for graduates who want to work in the creative industries,” President Bailey said in this week’s campus message. “The current fiscal realignment process accelerated those discussions.”

He also made clear that the university’s cost-cutting proposals do not include widespread layoffs. Almost 82 full-time equivalent positions have been identified for elimination by summer 2024, but 59 of those reductions will be accomplished through a combination of recurring job vacancies, retirements, voluntary departures and non-renewable contracts.

“The balance will come from current employees whose positions are proposed to be eliminated, and we are acting with openness, kindness, compassion, and support as we move through this process,” the president said.

He added that the current employees whose positions are proposed for elimination will not be identified by name, out of respect for their privacy, but those impacted positions will soon be made public. The positions are spread across faculty, classified and unclassified employee groups, with care taken to avoid or keep to a minimum any impacts to student experiences or academic opportunities.

President Bailey said he expects additional feedback and potential adjustments as he and other campus leaders continue to address the university’s structural deficit. The cost management plan will be presented on March 17 to the SOU Board of Trustees, and the board will take action on the plan at its meeting on April 21.

Cost management is one of four “planks” that make up SOU’s overall fiscal realignment strategy. The other planks, or elements, of the plan are to build a system of support for research and other projects to be funded by external granting agencies and organizations, leverage the ongoing surge in philanthropic giving to SOU, and diversify revenue by pursuing entrepreneurial opportunities such as solar power production and an on-campus senior living facility.

“Our ultimate goals are to repair the structural flaws in SOU’s financial model that have resulted in recurring budget crises over the past 25 years, and ensure continued access and academic success for our students,” President Bailey said. “We will achieve both by reducing SOU’s reliance on tuition and state appropriations.”

SOU will reduce greenhouse gas emissions as a participant in the Better Climate Challenge

SOU joins DOE program, commits to greenhouse gas reductions

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(Ashland, Ore.) — Southern Oregon University has taken a bold step toward sustainability by joining the Better Climate Challenge – a public-private partnership, led by the U.S. Department of Energy, to encourage organizations to decarbonize and reduce greenhouse gas emissions.

The university has committed to reducing its greenhouse gas emissions by 50% within the next 10 years and decreasing its energy intensity by 25%. The reductions will be measured from a 2018 baseline.

“This commitment is consistent with our university’s goal to produce 100% of its own electricity within 12 years through an aggressive build-out of solar arrays throughout campus,” said Becs Walker, SOU’s sustainability director. “By making conscious efforts to operate sustainably, we can also achieve fiscal responsibility and efficiency.

“We can – and will – serve as a leader in conservation and environmental stewardship while at the same time expanding students’ access to our programs by carefully managing our costs.”

SOU is already known for its commitment to sustainability, with initiatives including solar power generation; reduce, reuse and recycling programs; energy efficiency; water conservation; Bee Campus and Tree Campus certifications; and sustainable food production at The Farm at SOU. The university is also a GOLD-rated institution in the Sustainability Tracking Assessment & Rating System (STARS) from the Association for the Advancement of Sustainability in Higher Education.

SOU is one of at least nine colleges or universities across the country that have committed to the DOE’s Better Climate Challenge, which was launched last March and now has a total of more than 120 partner organizations. Other Oregon entities that have signed on to the challenge include the city of Hillsboro and Bend’s Deschutes Brewery.

Participants in the challenge will help lead the way to a clean energy economy and a better future, according to the program’s website.

As a partner in the challenge, SOU will share its progress and strategies with others to help promote sustainability. The university will work with the DOE and its peer organizations to turn the threat of climate change into an opportunity to innovate and create a better planet.

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Patridge hired as general counsel

Patridge hired as SOU general counsel

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Rob Patridge, who has held several high-profile professional and public service positions throughout Oregon, has been hired following a nationwide search to become Southern Oregon University’s in-house attorney. He will begin work as SOU’s general counsel on Dec. 5.

“Rob’s varied legal career has been punctuated by innovation and leadership, guiding his clients through situations both routine and ground-breaking,” SOU President Rick Bailey said this week in a message to campus. “His experiences will benefit SOU as we re-engineer our financial structure by developing entrepreneurial revenue sources.”

Patridge has served four years as the Klamath County District Attorney, almost five years as chair of the Oregon Liquor Control Commission, two years as general counsel and district director for former U.S. Representative Greg Walden, three terms as State Representative for Oregon House District 50 and two years as a Medford City Council member.

He has directed several “change management” efforts for clients, and led government and business leaders through emerging issues in commercial alcohol, tobacco, hemp and cannabis regulation, in his current position as regulated products leader at the international Deloitte Consulting firm. His clients at Deloitte have also included health care and financial institutions.

Patridge’s other work experience includes 13 years as managing member of the Covey Consulting firm, three years as president of Powder River’s Meridian Investments branch, six years as general counsel for Pacific Retirement Services, Inc., almost four years as a deputy district attorney for Jackson County and five years with Applied Laser Systems, Inc., of Medford.

He earned a bachelor’s degree in political science and a law degree from Willamette University, and has southern Oregon roots, graduating high school in Eagle Point.

Patridge succeeds Jason Catz as SOU’s general counsel, following Catz’s resignation earlier this year to take a position at Oregon State University.

“I want to personally thank our search committee – led by Vice President Toya Cooper – for the successful search that led to Rob’s hiring,” President Bailey said. “I encourage each of you to welcome Rob to our campus and to get acquainted with him as time allows.”

Solar power production to be supported by state grant

SOU to expand solar power, move toward energy independence

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(Ashland, Ore.) — Southern Oregon University has been awarded a $1 million grant from the Oregon Department of Energy to expand solar power production on campus, in the next step toward its ambitious goal of becoming the first college or university in the U.S. to generate 100 percent of the electricity used on campus.

The award from ODE’s Community Renewable Energy Grant Program will add solar arrays to The Hawk Dining Commons and the Lithia Motors Pavilion/Student Recreation Center complex, and will pay for the installation of battery storage at the Hawk to support students, first responders and the broader community, if needed.

“This is a tremendous opportunity for SOU, and for our students and the Ashland community,” SOU President Rick Bailey said. “This grant supports our campus-wide efforts to expand sustainability as an integral part of our everyday operations. It also is a significant milestone in our entrepreneurial mission to reduce costs and broaden revenue, easing the financial burden on students and their families.”

Solar energy production is a key element of SOU’s innovative plan to develop new revenue streams and reduce dependence on the two traditional funding sources for public higher education nationwide – tuition and state funding. The proportions of funding from those two sources has flipped over the past 25 years in Oregon, from two-thirds state money and one-third tuition, to exactly the opposite.

Energy self-sufficiency will save SOU at least $700,000 per year in utility costs and President Bailey plans to expand the program from there, with additional solar installations that will enable the university to generate income by selling electricity to local utilities. He achieved that on a smaller scale at Northern New Mexico College, where he served as president before being hired at SOU in January.

SOU is also awaiting confirmation of a $2 million federal grant for its campus-wide solar build-out. Oregon’s U.S. senators, Jeff Merkley and Ron Wyden, have placed SOU’s request in the senate’s draft appropriations bill for the 2023 fiscal year, which is currently in a process known as “Congressionally Directed Spending.” The federal grant, if awarded, will pay for additional solar arrays on SOU’s parking lots and rooftops.

For the state grant that was awarded this week, SOU submitted its application in July for $1 million toward a project that will cost a total of $1.34 million. It is considered both a community renewable energy project and a community energy resilience project, under the definitions of ODE’s Community Renewable Energy Grant Program.

The program was created by the 2021 Legislature, which set aside $50 million for projects throughout the state over the next three years – with $12 million available in the 2022 funding cycle. The program – open to Oregon tribes, public bodies and consumer-owned utilities – drew a total of 56 applicants who submitted 68 applications, with 20 projects awarded grants in the program’s first round.

“These new solar projects at SOU will take our efforts to the next level,” SOU Sustainability Director Becs Walker said. “We are pursuing all viable opportunities to generate renewable energy on campus. This will help us financially as well as set us on the pathway to achieve carbon neutrality.  Our university is helping to lead the way for our community, region and the state of Oregon.”

SOU chose the Hawk Dining Commons and Lithia Motors Pavilion/Student Recreation Center projects for this year’s state funding based on site readiness, community resiliency and public welfare factors. SOU will continue to implement energy conservation and energy efficiency measures as it increases its solar.

The university currently has nine solar arrays on its Ashland campus with a total output of 455 kilowatts, plus an array at the Higher Education Center in Medford and a pole-mounted array installed last year by a nonprofit on land leased from SOU. The two new arrays supported by the state grant will increase SOU’s solar capacity by a total of 359 kilowatts.

SOU’s first solar array – a 6 kilowatt project with 24 solar panels – was installed on the Hannon Library in 2000. A total of five new arrays have been added in just the past three years, in projects funded through a combination of private investors, grants, the student body and the university. SOU’s Hawk Dining Hall & McLoughlin Residence Hall each have solar hot water systems installed to augment the natural gas domestic water heating, and the campus also has three net-zero buildings – they create as much or more energy than they use.

Solar energy production is one of four opportunities that SOU is currently pursuing in its effort to be more entrepreneurial in its approach to revenue generation. The university has also initiated a project to raze its vacant Cascade housing complex, which was completed in the early 1960s, and replace it with an innovative senior living facility that produces synergy between its residents and the university. Funding for the demolition has been approved by the state and is expected to begin in the next few months.

Other projects that will produce revenue or reduce expenses for SOU include the establishment of a University Business District in southeast Ashland – discussions are underway with the local business community – and replacement of its operational software with the cutting-edge Workday platform, which eventually will save the university about $750,000 per year in recurring costs.

The projects are part of an effort to “re-engineer” SOU’s financial structure, reducing expenses to better reflect current enrollment and academic interests, expanding revenue sources and positioning the university for strategic growth into the future.

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Two appointed to SOU Board of Trustees

Former SOU administrator and consultant appointed to Board of Trustees

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(Ashland, Ore.) — Liz Shelby, who retired from Southern Oregon University after serving as director of government relations and chief of staff, and lobbyist and government relations consultant Iris Maria Chávez have both been appointed by Gov. Kate Brown and confirmed today by the Oregon Senate to serve on the university’s Board of Trustees. They will begin their service to the board on Sept. 28.

Shelby appointed to Board of TrusteesShelby will complete the partial four-year term to which retired Oregon Supreme Court Justice Virginia Linder was appointed in February, but was unable to serve. Chávez will complete the unexpired four-year term of Lyn Hennion, who served on the board since its inception in 2015 and was appointed to a new term in June.

“I am honored and excited to join the Board of Trustees of Southern Oregon University,” said Shelby, who served for 25 years at SOU before her retirement in 2017. “With my background and commitment to public higher education in Oregon, I am eager to help guide the sustainability and diversity of SOU during this important time in the university’s history.”

Chavez appointed to Board of TrusteesChávez is the managing partner of Equity Action Partners of Portland, and has more than 15 years of experience working in government affairs, community engagement and communications for advocacy organizations and think tanks, advancing state and federal policy to improve community outcomes and increase government accountability. She has built issue-advocacy campaigns with a variety of advocacy and civil rights organizations across the country, leading to bipartisan legislation to provide investments in education, public safety, social justice and child welfare.

“I’m excited to join my new colleagues on the board at Southern Oregon University,” Chávez said. “I look forward to supporting the strategies and vision that will ensure the continued success of the university and our students.”

Chávez serves as the board chair for the Partnership for Safety & Justice and is a board member for the Latino Network Action Fund. She has built coalitions with – and advocated on behalf of – organizations including the Education Trust, League of United Latin American Citizens, Chalkboard Project, Children’s Institute, Partnership for Safety & Justice, Sponsors, Inc., and the Oregon Coalition of Community Charter Schools.

She earned her bachelor’s degree in history, sociology and African Diaspora Studies from Tulane University and her master’s degree in social policy from the University of Chicago.

Shelby served six SOU presidents as director of government relations and three as chief of staff before her retirement five years ago. She was involved in several significant transitions for the university, including its name change from Southern Oregon State College in 1997 and the shift to an independent board of trustees in 2015.

She previously served 16 years as director of the federal Small Business Development Center in the SOU School of Business, helping local entrepreneurs with business plans and working with existing business owners to develop strategies that increase profitability.

Shelby, a two-time alumna,  earned her bachelor’s degree in business and her master’s degree in business administration at SOU. She is the board chair for the Resolve Center for Dispute Resolution and Restorative Justice and is vice president of the Jefferson Public Radio Foundation’s board of directors. She previously served on the board of Rogue Credit Union for 14 years.

“The SOU Board of Trustees is very happy to welcome Iris and Liz to the board,” said Daniel Santos, the board chair. “Their expertise and broad range of experiences will help all of us to guide the university and advance its mission for the next 150 years. We are also tremendously grateful for Lyn Hennion’s lengthy and insightful service and leadership on the SOU Board; we wish her the very best.”

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President Bailey lays out financial strategy to solidify SOU's operations

SOU prepares for strategic realignment to solidify financial future

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(Ashland, Ore.) — Southern Oregon University President Rick Bailey announced to employees today an emerging plan to address an outdated financial model that has left SOU and many other public higher education institutions relying too heavily on tuition revenue to balance their budgets. According to Bailey, the work over the next several months will be to strategically realign the university for future growth.

“We are drawing a line in the sand on using tuition increases to meet rising costs,” President Bailey said. “We are all committed to the innovations that will keep more and more from being put on the backs of our students.”

The president called for teamwork in managing costs with steps that will reduce recurring, annual expenses, as well as programmatic realignments that enable SOU to sharpen its focus and better prepare students for success and service to their communities.

“Our university has operated for most of its 150 years on a financial model that’s very common in public higher education: near-exclusive reliance on a combination of state funding and tuition revenue,” Bailey said. “That model was effective until about 30 years ago, when the balance between those two funding sources began to flip – what used to be about a two-thirds share from the state and one-third from tuition is now the exact opposite.

“Our leadership and budgeting teams have looked long and hard at our structural issues, and are confident that SOU’s financial foundation can be successfully re-engineered, but it will take several years to get there,” Bailey said. “Our new, bottom-line fiscal formula must be one in which revenue is greater than or equal to costs for the long-term. While that sounds fairly straightforward, it isn’t always followed.”

Bailey said there are four “planks” to re-engineer the university’s fiscal operations: managing costs, vigorously going after grants, leveraging SOU’s growing philanthropic capacity and diversifying the university’s revenue streams.

In his announcement, Bailey offered two examples of how the university has already begun to address recurring costs: a three-year shift to a new core information system that will improve service and save $700,000 per year; and the goal of making SOU the first public university in the nation to make all of its own electricity on its campus, saving another $700,000 to $800,000 per year. The university’s shift to the Workday information system began last month, and SOU has applied for both state and federal funding for the next steps toward powering the entire campus with its own solar arrays.

Bailey acknowledged that changes to SOU academic and support programs will be complicated but he promised transparency and intends to include student, faculty and staff governance groups in the analysis process, along with the unions that represent faculty members and classified employees.

“Our guiding principles throughout this process will be to act with integrity, transparency, compassion and humility; to focus on the best interests of our students and the long-term vision of SOU; and to view each step through the lens of JEDI – justice, equity, diversity and inclusion,” he said.

Bailey cited recent examples of how SOU efforts in the areas of grant procurement and philanthropy are already on the upswing. Recent grants from the National Science Foundation will pay for cutting edge research equipment in the university’s Chemistry and Physics Department, and will allow researchers in the Computer Science Department to work with local elementary teachers to develop their students’ computational thinking skills. And SOU just last week announced a $12-million philanthropic commitment from Lithia Motors and GreenCars that will support the university’s sustainability and accessibility efforts. That gift announcement came just months after the estate of late wrestling coach Bob Riehm made a $3 million donation, which at the time was easily the largest-ever single gift to the university.

The SOU president said that his vision for diversifying revenue to the university, beyond the traditional sources from tuition and state funding, will start with four ideas: expanding solar production as mentioned above; razing the Cascades Complex and building an innovative senior living facility that creates synergy between its residents and students; establishing a University Business District that produces partnerships between SOU and neighboring businesses; and creating a training center to help other organizations transition their core information systems to the Workday platform.

“There are undoubtedly more ideas that we have yet to imagine, but these are the handful that we are actively pursuing for now – and we are confident in each of them,” Bailey said “If just one or two of them pan out, they will be game-changers. If all of them cross the finish line, they will be transformational for the university. Ultimately, I am confident that SOU will reimagine what public higher education looks like, build a fiscally sustainable institution for our students, faculty and staff, and become a role model for the rest of the country – and we will do it together.”

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launch of new platform underway

SOU’s launch of new operating platform underway

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(Ashland, Ore.) — Southern Oregon University has begun a phased launch of a new operational software platform that is expected to eventually save the university more than $750,000 in recurring costs each year. It will improve user experiences and modernize processes for both students and employees.

SOU’s shift to the Workday platform – which will take three years to fully accomplish – will bring students streamlined registration options, an adaptable academic planner, and an integrated and effective mobile app, while employees will juggle fewer systems and see modernized and automated workflows, improved analytics and better security.

The university is seeking funding from the state to help cover $7 million of the $10 million pricetag to implement its new core information system, and plans to leverage its experience in implementing Workday to serve as a model – and potentially as a mentor – for other universities that shift to the platform. State funding of the move to Workday will save $2.5 million that SOU would otherwise have to pay in interest charges.

“This is an opportunity for us to improve many day-to-day experiences for our campus community, save a significant amount of money each year and potentially generate revenue in the future as we pave the way for other universities to make this important transition,” said SOU President Rick Bailey. “It is a terrific investment for SOU, and for the state of Oregon.”

SOU’s shift to Workday – from the outdated core information system it and most other universities currently use – began in early August with the planning and “discovery” phases of the new platform’s Business Administrative element, which includes human resources, finance and payroll. All employees – including faculty and student employees – will be moved to electronic time entry, leave requests and reimbursement procedures, and many other processes will be modernized and streamlined.

Implementation of the Business Administrative functions will be a gradual process, with a “go-live” date for the full component scheduled for next July 1.

The shift to Workday’s student module will then begin, and full implementation is expected to last another two years. The new platform will affect how students view and register for courses, and will provide tools for them to create academic plans, manage financial aid and complete other functions throughout their academic careers. Most functions will be accessible on Workday’s mobile app.

Workday also will become the primary portal through which the registrar will schedule and manage courses, and where faculty members and advisers will view and edit students’ transcripts and course progress.

SOU has hired a vendor – Alchemy – which specializes in helping colleges and universities implement the various functions of the Workday system. The university will take on a similar mentorship role after completing its own implementation process, as several other institutions in Oregon and elsewhere have indicated they plan eventual transitions to Workday and are closely monitoring SOU’s progress. Leaders of Oregon’s seven public universities have agreed that the transition is necessary and inevitable.

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