Increase interaction with Departments :: PIP System (SUNY Orange)

Increase interaction with Departments Print All

Initiative Title	Increase interaction with Departments
Submitted in Previous Year(s)	No
Critical Information, Notes, Justification, Rationale	Business Office transactions occur minimally for the majority of college personnel. Therefore there is a continuous need to refresh themselves on steps to initiate Business Office transactions and rules on what are acceptable transactions. Business Office transactions are: Budget Transfers, Purchase Requisitions, and Vouchers. Each of these transactions have steps in order to complete them correctly.
Consequences of this initiative not being funded	The consequences of not being familiar with how to initiate Business Office transactions is that it will take longer to have the transaction completed and involve more personnel time and resources to complete a transaction.
Department Goals
Programs
Locations	Main Campus
Estimated Completion Date
Will this initiative span multiple budget years?	No
Importance	High
Funding Source	Request for Prioritization
Created	10/31/2017 11:15 am
Updated	01/08/2018 3:32 pm

Institutional Goals

Goal	How will the initiative support this institutional goal?
STRATEGIC PLAN 2015-2020 PRIORITY IV: Efficient and Effective Operations: We will anticipate and adapt to changing economic realities while maintaining the infrastructure and resources necessary to foster innovation and develop & deliver high quality programs and services. b: Develop, cultivate, and support innovation throughout the organization for continuous improvement.	It will give the college community a sense of awareness, and a resource tool to assist them in initiated Business Office transactions.

Action Steps

Action Step	Responsible Party	Order
Place forms and steps to properly completing these forms on the Business Office Portlet, including college policies.	Agnes Wagner	1
Provide Information Sessions where personnel can enhance their knowledge of the Business Office Policy and Procedures, and usage of Banner.	Renee Arnold	2
Have New Hires have proper Banner access and a one on one training where they learn the proper steps to initiate a Business Office transaction and become aware of college policy and procedures.	Cynthia Richichi	3
Increase college participation wth the Budget Process	Agnes Wagner	4
Review Departmental Budgets on a periodic basis and communicate with budget managers any large variances.	Cynthia Richichi	5

Expected Outcomes

Outcome	Order
College personnel becoming familiar with initiating Business Office transactions and its polity and procedures, which will allow transactions to occur in an efficient and effective manner.	1

Assessment Methods

Method	Description	Other Method	Responsible Party
Other	Enter other assessment method	Forms and Instructions Placed on Business Office Portlet	Comptroller

Resources

INITIAL YEAR COST:	$0.00
RECURRING COST:	$0.00

Equipment

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Facility

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Supply

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Staffing

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Training

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Marketing

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Other

Need	Cost (Initial/Recurring)	Supporting Departments
Only resource needed is Business Office personnel time.	$0.00	Administration and Finance, VP Office
TOTAL:	$0.00 / $0.00

Prioritization

Level 5 Level 5 Cabinet Middle States	Level 4 Level 4 PBIE Committee	Level 3 Level 3 Academic Affairs and Student Services, Provost, VP Office Administration and Finance, VP Office Board of Trustees Chief Diversity Officer Institutional Advancement, VP Office President, Office of Student Services, VP Office SUNY Orange Foundation Sustainability Workforce Development, Strategy & Innovation, VP Office	Level 2 Level 2 Alumni Relations and Special Events Athletics Business Math Science and Technology, AVP Office Business Office CAPE Career and Internship Services Communications Office Enrollment Mgt and Student Financial Services, AVP Office Facilities Food Tech Grants Health Professions, AVP Office Hudson Valley Educational Consortium Human Resources, AVP Office Information Technology, CIO Office Institutional Planning Assessment and Research Lab School Learning & Student Success, AVP Office Liberal Arts, AVP Office Marketing Newburgh Campus Phi Theta Kappa Security Student Engagement and Completion, AVP Office	Level 1 Level 1 Academic Advising Academic Support Middletown Academic Support Newburgh Academic Technology Accessibility Services Admissions and Recruitment Arts and Communication Behavioral Sciences Biology Bursar Business Capital Projects Center for Student Involvement Center for Teaching and Learning Clinical Laboratory Science Computer Science and Technology Criminal Justice Cultural Affairs Custodial and Grounds Dental Hygiene Deployment & Operations Diagnostic Imaging Education Educational Opportunities Program Educational Partnerships English Enrollment Support Services Environmental Health and Safety ESL CAPE Financial Aid Global Studies Governance Honors Program HVAC Information Services & Network Infrastructure Interdisciplinary Studies Liberty Partnership Program Library Mail and Copy Services Maintenance Mathematics Movement Science Nursing Occupational Therapy Payroll Physical Therapy Records and Registration Science Engineering and Architecture Student Services - Data Management Student Services Central Student Services Newburgh Campus Student Support Initiatives Testing Center TRiO Student Support Services Unused Wellness Center Work Force Development CAPE	Initiative Title	Department
			6		Increase interaction with Departments $0.00 / $0.00	Business Office

Assessment

Date	Department Name	Status	Cost to Date	Funding Source
No results found.