Newsletter No. 352

No. 352, 4.2.2010 陈镇荣 Mr. Chan Chun-wing Terence 下回〈十方吐露〉将访问 Prof. Simon Haines Prof. Simon Haines will be featured in the next instalment of ‘TEN QUESTIONS FOR’. 预告 Coming 12 1 可否谈谈中大整体的财政状况? Can you tell us something about CUHK’s finances? 中大整体财政相当稳健。虽然自九十年代起政府数度削减大学 资助,其间又经历九七亚洲金融风暴及去年的全球金融海啸, 但我们积极开源节流,重组架权及作业流程,重新分配资源, 在可能范围内大学对学系提供补贴,尽量减轻个别学系部门因 削资而受到的冲击,令大学整体的质素及竞争力得以维持甚至 提升。有赖大学同仁的协力,大学现有资产九十亿,雇员公积金 平衡牢稳,未来日子是雨是晴,我都有信心大学会在良好的财 政基础上持续发展。 The University is financially very solid. Despite several university funding cuts since the 1990s, the Asian financial crisis in 1997 and last year’s global financial tsunami, we have managed to maintain and improve our quality and competitiveness by implementing active measures to cut expenditure and secure additional sources of income, by restructuring our organization and operation flow, and by redistributing resources. This has allowed us to provide financial support to academic departments to minimize the blows dealt by the budget cuts. Thanks to the concerted effort of the University community, CUHK has nine billion in assets and the staff superannuation fund is enjoying stable growth. Come rain or shine, I believe that the University will continue to develop on this solid financial foundation. 2 你怎样管理很多员工都关心的雇员公积金? How do you manage the staff superannuation fund? This seems to be the concern of many staff members. 雇员公积金现有大约三十至四十亿资产,因为关系大学同事的 福祉,所以我们都非常谨慎管理,绝不敢掉以轻心。我们抱持 的宗旨是从同事的需要出发,着重沟通,过程透明。在审慎理 财的大原则下,我们也会因应市场的发展,提供新的选择或组 合计划,例如外币组合、中国A股追踪基金等。同事可选择转 换投资组合的期间也愈来愈具弹性。 The staff superannuation fund has assets worth three to four billion. It concerns the well-being of colleagues, so we have to manage it with extreme caution. Whenever we make a decision, we keep in mind the needs of our colleagues, and stress communication and transparency. Our principle is to exercise prudence in financial management. But we also keep a close eye on the market, and provide new investment options for our colleagues, such as different currency combinations, China A-share-index tracking fund, and so on. This allows them greater flexibility in their investment portfolios. 3 回复本科四年制对大学的财政有什么影响? What will be the impact of the four-year curriculum on the University’s finances? 政府承诺为三三四新学制增拨的资源,其实是不足以提供额外 多一年本科教育实际所需的。但为了顺利回复四年制,大学在 财政预算上未雨绸缪,务求令各学系可以尽早延聘人才、添置 装备,为2012年做好准备。所以直到2012年,我们每一年都将 见到赤字预算。 The government promised to provide us with extra resources to cope with the ‘3+3+4’ change. But they won’t be enough to cover the increased demand entailed by an additional year of undergraduate study. To achieve a smooth transition to the four-year curriculum, we have started our budget planning way ahead of time to ensure we will be well prepared in terms of having sufficient talent and the necessary facilities. This also means that from now to 2012, we will have deficit budgets. 4 学院实行全职院长制,你从财务管理的角度看到什么契机 和挑战? In terms of financial management, what are the opportunities and challenges posed by the full-time deanship system? 全职院长在控制成本、调拨资源方面将有更大的自由度和灵活 性,可以更直接有效地推行各项策略和措施。如同管理一个机 构一样,如何强化财务策划及资源管理、提出发展路向并与各 学系建立共识,以及灵活有效运用大学拨予的经费和私募的资 源等,将是全职院长的挑战及成功的关键。这是学院管理的一 个范式转移,但我相信全职院长必会在这方面做得出色,并从 中得到莫大的满足感。 A full-time deanship allows for more freedom and flexibility in controlling costs, allocating resources, and implementing measures. Like in any other organization, financial planning and resource management, strategic development, building rapport with different departments, and deploying University and private funding efficiently will be a full-time dean’s major challenges. They will also determine his/her success as a dean. The change will entail a paradigm shift for Faculties, but I believe the deans will do well and will derive much satisfaction from their jobs. 5 作为大学财务长,你的理财哲学是什么? As University Bursar, what is your philosophy on financial management? 我信奉一种适度下放、「藏富于民」的理财哲学,即是说学系有 自由按其需要运用资源,并保留盈余以作长远发展;因为什么 地方需要资源,怎样才算用得其所,只有学系本身最清楚。我们 主要的角色应是财务管理而非过份的财务监控,我的职责是创 造有利条件、提供专业意见,在信任但谨慎的基础上令各学院 学系的教研工作更上层楼。 I believe in the philosophy of decentralization—‘leaving wealth with the people’. That means academic departments should be given a free hand in deploying resources according to their needs. They should also have enough reserves for future development. Departments themselves know best where resources should be spent and how to use them. Our role should be financial management, not excessive financial control. My job is to, based on trust and prudence, create the right conditions and provide professional advice, in order to take teaching and research in Faculties and departments to a higher level. 6 你是专业会计师,曾任职会计师事务所、银行及商界,你怎 样看投资或投机? As a professional accountant who has worked in accounting firms, banks, and the business sector, how do you see investment and speculation? 这个比喻可能不太适合,但你可视投资为长期的婚姻关系。遇 上好对象,一定要想方设法追求,但不是为了短期目的,而是一 种长远关系。当然,如果基本因素有变,亦要作策略性调节。据 我观察,短期投机活动多以亏损告终,而我们做过调查,大学 公积金及强积金计划投资最好成绩的同事,都不是追赶潮流、 受消息影响而经常转换投资组合的。 I’m not sure if it’s an appropriate analogy. But you can see investment as marriage. When you meet the right person, you try your best to win his/her heart for a long-term relationship. Of course, if the fundamentals change, you have to make strategic adjustments. Short-term speculation often results in losses. We’ve done research on this. Those who enjoy the best outcomes from university superannuation and MPF funds are those who don’t change their investment portfolios frequently, in response to market trends and hearsay. 7 可能有人不知财务处管辖范围还包括饭堂和纪念品店,为 什么会这样? Not everyone knows that the Bursary oversees the canteens and the souvenir counter. Why is this the case? 我1996年上任时,财务处称为总务处,约有一百员工,负责财 政预算、基建成本管理、雇员公积金、发薪、投资管理等财务项 目,此外还有大学的采购投标、邮件处理和宿舍分配等杂项。 到了今天的财务处,工作虽更聚焦财务事宜,但还保留了以前的 杂项。可能很多人还不知道,我的职责还包括大学宾馆及邵逸 夫堂。 When I assumed duty in 1996, the Bursary had a staff of about 100 and was responsible for financial duties like budget planning, control of infrastructure cost, staff superannuation, staff salary, and investment management. It was also in charge of a miscellany of jobs such as bidding, procurement, management of mails, and allocation of hostels. Today, although the Bursary’s primary focus is financial matters, it still keeps its miscellaneous duties. Many people may not know that our office also oversees the Guest House and Sir Run Run Shaw Hall. 8 财务处在可见将来会有什么新献? What are the Bursary’s plans for the near future? 我们会贯彻财务处同事间的团队文化及服务校内各部门的精 神,秉承耐心聆听、主动跟进的宗旨,提供快捷有效的服务。实 务方面,会进一步推行无纸作业,继上年推出的电子财务报表 系统后,我们正研究推出电子采购作业模式,顺应环保潮流, 减少耗纸。 We will continue to listen carefully to our users and to proactively follow up. That’s our mission. We’ll provide quick and effective services. In practice, we will further our paper-free operation. Following the introduction of electronic financial statements last year, we’re working on electronic procurement to reduce paper consumption. 9 1996年出任财务长至今,有什么事最令你印象深刻? Since you became Bursar in 1996, what has impressed you most? 2004至05年度因为政府削资,所以不得不减薪,影响所及,丙 类服务条件的员工一律减薪百分之十。减薪固然不幸,与最后月 薪挂钩的退休金相应减少,才真的对同事退休后的生计有重大 影响。我们当时衡量所有因素,决定推行一个计划,令员工可 选择在减薪前结算其公积金,然后转到新的供款计划,并享有 以后五年每年保证百分之五的回报,当时有很多人质疑是否可 行,到今天证明效果理想。有天我在停车场碰到一名素未谋面 的丙类服务条件员工,他觉得该计划令他受惠,所以和我握手 道谢,我觉得做了一件很有意义的事,至今犹历历在目。 The government’s budget cut in 2004–05 forced us to reduce staff salaries. Terms C staff received a 10% cut. This was unfortunate, but the entailing decrease in their retirement funds was what hit home the hardest. Weighing in different factors, we decided to implement a scheme allowing staff to choose whether to close their original pension account before the salary slash, then transfer to a new scheme that guarantees a 5% return in each of the following five years. Many were doubtful at first but time has shown this to be a good move. I met a Terms C staff one day in the car park whom I had never met. He thanked me, shook my hand, and told me he had benefited from the scheme. This incident remains etched in my memory. It made me feel I had done something meaningful. 10 你为什么热衷粤曲?还有其他的兴趣吗? Why are you so into Cantonese opera? What other interests do you have? 我一直对粤曲都甚感兴趣,加入中大这个大家庭后,更遇上一 羣志同道合的曲友,我们不单是自娱,也经常到老人中心唱给 老人家听,也算是一项社会服务吧。此外,我小时候曾当童军, 觉得是很好的羣体训练,我现在还义务担任香港童军总会财 务委员会主席。闲来我也喜欢运动,如游泳、打网球和羽毛球 等,以强化体魄。 I have long been interested in Cantonese opera. After joining CUHK, I met a number of Cantonese opera lovers. We don’t treat it as a hobby only. We often go to homes for the aged to sing for the elderly. I see it as a kind of community service. When I was young, I was a boy scout. It’s excellent group training. I’m volunteering as the chairman of the Finance Committee of the Scout Association of Hong Kong. I like sports too, such as swimming, tennis and badminton.

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