INSTITUTIONAL EFFECTIVENESS PLAN

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INSTITUTIONAL EFFECTIVENESS PLAN

• PRESENTED BY
• Gettie Moreno
• Assistant VP and Comptroller
• for
• Finance Administration

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FINANCE ADMINISTRATION

• Business Services
• Financial Reporting
• Property Management/Accounting
• Payroll
• Grants Contracts

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SIGNIFICANT ACCOMPLISHMENTS FOR ACADEMIC YEARS
2003-2004

• TouchNet
• Banner Implementation

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• ACH for Student Employment
• 35 Participation Rate
• ACH for Student Refunds

37
63
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• Bar-coding system for physical inventory
• Prompt payment interest reduction

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• Post Payment Audit Result
• Web-based Leave Traq
• 30 of University departments participate

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• Increases in Grants Contracts
• Increased Collections of Accounts Receivables

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PLANS FOR IMPROVEMENT

• Check Conversion
• Web-based Employee Payroll Action (EPA)
• Procurement Card Implementation
• Banner Go-Live July 2005

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• Campus Wide Training
• Banner
• EPA Conversion
• Departmental Reviews
• Procedural Training Workshops

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CRITICAL NEEDS RESOURCES NEAR TERM

• Personnel
• Reorganization 20,000
• Operating
• Supplies 9,300
• Travel 13,000
• Equipment
• Computers/Printers 15,600
• Golf Cart 12,000
• TOTAL 69,900

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CRITICAL NEEDS RESOURCES LONG TERM

• Personnel
• Support Staff 35,000
• Operating
• Travel 13,000
• Equipment
• Computers 10,000
• Cashiering System 40,000
• Quonset Hut 30,000
• TOTAL 128,000

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Quonset Hut Before
New and Improved Quonset Hut
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END OF PRESENTATION THANK YOU