Update Student Accounts Manual/Create Dynamic Copy :: PIP System (SUNY Orange)

Update Student Accounts Manual/Create Dynamic Copy Print All

Initiative Title	Update Student Accounts Manual/Create Dynamic Copy
Submitted in Previous Year(s)	No
Critical Information, Notes, Justification, Rationale	During a recent audit, it was recommended that we establish comprehensive written procedures that provide adequate guidance and internal controls over billing, collecting, refunding and enforcing student accounts.
Consequences of this initiative not being funded	New and/or follow up audit would have consequences for non-compliance. Up to date processes assist staff in being accurate and efficient.
Department Goals	Update training manual, Cross-train staff to ensure back-up support and seamless services to students and colleagues
Programs
Locations	Main Campus, Newburgh Campus
Estimated Completion Date	07/01/2019
Will this initiative span multiple budget years?	No
Importance	High
Funding Source	Request for Prioritization
Created	11/08/2018 5:58 pm
Updated	01/15/2019 1:34 pm

Institutional Goals

Goal	How will the initiative support this institutional goal?
STUDENT SERVICES MASTER PLAN 2013 Efficiency and Effectiveness Ensure that all areas remain current and compliant with all state and federal laws	It will correct a finding issued by the State Auditor.
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.	A manual will support continuous improvement particularly in times of staff turnover.

Action Steps

Action Step	Responsible Party	Order
Review current Student Account Manual and make changes/updates/additions as needed	Sudent Accounts Staff	1

Expected Outcomes

Outcome	Order
Provide Student Accounts policies and procedures to other departments for easy reference	1

Assessment Methods

Method	Description	Other Method	Responsible Party
Other	Enter other assessment method	Manual will be created.	Student Accounts

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
In-house staffing	$0.00	Student Services Central
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
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
			3	2	Update Student Accounts Manual/Create Dynamic Copy $0.00 / $0.00	Bursar

Assessment

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