Work with IT and Follett to automate the placement of bookstores charges to be placed on student accounts for those who utilize financial aid to purchase books. :: PIP System (SUNY Orange)

Work with IT and Follett to automate the placement of bookstores charges to be placed on student accounts for those who utilize financial aid to purchase books. Print All

Initiative Title	Work with IT and Follett to automate the placement of bookstores charges to be placed on student accounts for those who utilize financial aid to purchase books.
Submitted in Previous Year(s)	2024
Critical Information, Notes, Justification, Rationale	Reduce paperwork, increase efficiency between Student Accounts and the bookstore. Providing the student's with accurate information in a more timely fashion.
Consequences of this initiative not being funded	The Student Accounts office utilizes valuable time manually posting the charges. Students will not be provided with accurate account details in a timely fashion.
Department Goals
Programs
Locations	Main Campus
Estimated Completion Date	08/01/2025
Will this initiative span multiple budget years?	No
Importance	Medium
Funding Source
Created	01/31/2025 2:12 pm
Updated	02/24/2025 10:02 am

Institutional Goals

Goal	How will the initiative support this institutional goal?
MIDDLESTATES STANDARDS 9. Student Support Services	Support students in being successful
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.	Reduce time necessary to provide students with resources to successfully continue their education

Action Steps

Action Step	Responsible Party	Order
Work with IT and Follette to automate/interface the process	Student Accounts Staff	1
Collaborate with Follett Bookstore to accommodate students purchasing their books and supplies	Student Accounts Staff and Bookstore Staff	2

Expected Outcomes

Outcome	Order
Seamless transaction once students utilize financial aid to purchase books in the bookstore, they charges will show on their Banner student account.	1

Assessment Methods

Method	Description	Other Method	Responsible Party
Focus Groups	A series of structured discussions with students who are asked a series of open-ended questions designed to collect data about beliefs, attitudes, and experiences.		Student Accounts Staff

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
IT and Student Accounts Personnel Time	$0.00	Bursar: Student Accounts Information Services & Network Infrastructure
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 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 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 SUNYOrange PLUS	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: Student Accounts 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 Financial Aid Global Studies Governance High School Equivalency (HSE) 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 Workforce Development Programming Workforce Student Support Youth Empowerment Program	Initiative Title	Department
		Notes View	8	4	Work with IT and Follett to automate the placement of bookstores charges to be placed on student accounts for those who utilize financial aid to purchase books. $0.00 / $0.00	Bursar: Student Accounts

Prioritization Notes

Level 3

Level 3 (Administration and Finance, VP Office)

Put this on hold pending review of bookstore options for Fall '25.

Assessment

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