Queensborough Community College
Non-teaching Department
July 2013
DEPT.: Financial Services & Related Entities 2012-2013 ACADEMIC YEAR
MISSION
INSTRUCTIONS:
Your mission statement should be no more than 80 words in length.
The Financial and Administrative Services Departments are comprised of Bursar, Accounting,
Accounts Payable, Purchasing, Federal Financial Aid Compliance, Central Receiving, Mail and
Printing Services. Our overall mission is to provide customer service in our functional areas of
responsibility to all the students, faculty, and staff of Queensborough Community College.
Additionally, we are responsible for the safeguarding of college assets and resources and the
institution of proper and adequate internal control.
A. DEPARTMENT CORE ACTIVITIES AND PERFORMANCE
Core Activities
Key Performance Indicators
Indicators to Be
Assessed
Briefly list the major
activities conducted or
performed to support the
mission of the
department.
Briefly list the corresponding Key Performance
Indicators (KPIs) that measure the effectiveness of
the department’s activity. Key performance
indicators are not outcomes—for example, a KPI
might be “volume of service,” whereas an outcome
might be “increase volume of service by 5 percent”).
Cycle time and accuracy Yes or no. Indicators
to be assessed should
come from the
previous year’s
report, part F,
column 4.
Yes Usefulness to college management Yes Audit reviews Yes Reduction of customer issues and concerns Yes During the 2012‐2013 Academic Year, over 13,000 cards were printed for Students, Faculty & Staff , Guest and Continuing Ed Cards were printed Evaluation of risk areas Yes Transaction processing Management Reporting Internal Control Customer Service Processing One Card Risk Management Yes Queensborough Community College
B.
Non-teaching Department
July 2013
DEPARTMENT-SPONSORED ACTIVITIES, 2012-2013
INSTRUCTIONS:
For each activity, please indicate
1. the type and topic of activity and name of organizer/presenter if applicable
2. whether department members organized the activities or gave presentations
or both
3. the date (select from the calendar drop-down; if you do not know the exact
date, use the first day of the month when it occurred)
4. the number attending the event
Type of Activity and Topic
Organized, Presented,
or Both
CUNYfirst Training for Procurement / AP
Date
2013
Number
Attending
272
C. INDIVIDUAL ACTIVITIES/ACHIEVEMENTS OF DEPARTMENT’S
ADMINISTRATIVE STAFF, 2012-2013
INSTRUCTIONS:
For each administrative staff member with achievements to report:
1.
2.
3.
4.
enter name
select the type of achievement from the menu
enter the citation as it would appear in a publication or formal report
indicate the semester when the achievement was completed
Name
Miguel Quiroz and
Wilson Leung
Accounting Staff
Achievement type (from
menu)
Conference
Training
Citation
Semester
NACUBO Endowment
Conference
Spring
CUNY mid-year and year end
training seminars
Spring
MENU
Book - authored
Book – edited
Newspaper/Magazine Article
Journal Article, other
Journal Article, peer-reviewed
Book, Chapter
Direction/Choreography/Dramaturgy/Design (dance, theater,
film)
Performance (music, dance, theater)
Music Composition Published/Performed
Play Produced/Performed
Review/Commentary (including Blogging)
Awards
Queensborough Community College
Non-teaching Department
July 2013
Conference Presentation, other
Conference Presentation - published as proceedings
Patent
Materials Development
Book, introduction, preface, etc.
Grants awarded (title, awarding agency, amount and period
of award)
Curriculum or laboratory development, workshop conducted
Works submitted/accepted/in press or in progress; works
reprinted/republished
Service as a reviewer/editor/consultant
Conference, workshop, training attended
Lecture (Invited)
Art Exhibit Curated
Art Exhibited (juried show)
Service to department, College, University,
community, and/or professional society
Web Site Development
Other (scholarly or creative achievements
comparable to previous categories)
Other (please explain)
D. DEPARTMENT CHANGES, 2012-2013
INSTRUCTIONS:
Choose the type of change from the menu below and fill in the other columns.
Type (from menu)
Description of
Change
Personnel
Recruited and
hired an
experienced
procurement
professional to
reengineer
procure to pay
process
Personnel
Recruited new
print shop
manager
Personnel
Recruiting for
a new position
to support risk
management
Service, program, or Created a
program change
centralized
student and
staff ID Office
using a value
based card
Reason for
Date/Semester
Change
New system
Winter 2013
implementation
and
improvement
of service.
Improve
services and
cut costs
Evaluate and
minimize
college risks of
all natures.
Improve
services for
students &
elimination of
cash sales for
parking
*Please note that, if change has been too recent to evaluate, you may indicate NA.
MENU
Evaluation of
Change*
Immediate
improvement in the
new system
implementation.
Winter 2013
Spring 2013
Fall 2013
Rolled out with
minimal disruption
Queensborough Community College
Type of change
Personnel or organizational change
Service, program, or project change
Facilities/space
Equipment
Other
Non-teaching Department
July 2013
Description
New personnel, retirees, resignations, organizational changes, addition of
departmental responsibilities, CCAS (13.3b), reclassification, merit increase,
etc.
Changes to the number, volume, or type of services, programs, or projects
Renovations or development of new facilities (i.e., computer laboratories or
relocation)
Acquisition of new or disposition of old equipment
Other changes affecting the department not included above and including
interactions with other departments
E. ASSESSMENT AND EVALUATION, 2012-2013
INSTRUCTIONS:
Please fill in the table below according to the assessment you conducted this academic year.
In the column, “recommended action plan,” please indicate the reasons for the
recommended action(s) and any recommended modifications to target outcome(s).
Key Performance
Indicator*
Target outcome(s)
for Key Performance
Indicator**
Actual
outcome(s)
Bursar Customer
Service
Reduction of Customer
Service concerns
through upgrade of
staff levels
Dramatic
decrease in
complaints in
2013
Purchasing
transaction
processing
Reduction in cycle
time
Accounting:
Reporting
Timely and useful
management reporting
for allocation decision
making
Internal Control
Reduction in audit
findings
Recommended
action plan
Recommended
status of Core
Activity and KPI
(see menu)
Continuing
Continued
emphasis on
training and
personal
customer service
New system
Continue
Continuing
created
customer and
challenges but staff training and
afford
refinement of CF
opportunity to system reporting
improve the
cycle time and
accuracy in
2014
Auxiliary
Continue with
Continuing
reporting
QSA
automated
No audit
findings in
2013
Emphasis
procedures and
policy
preparation and
training for all
CF areas
Continuing
Queensborough Community College
Non-teaching Department
July 2013
Notes:
*The items in this column correspond to “indicators to be assessed” in part A, column 3.
**To be more effective and meaningful, assessment efforts should focus on selected KPIs each academic year; over time, assessments should be
rotated through all the department’s KPIs.
MENU
Completed
Continuing
Modified
Discontinued
Core activity has been completed
Core activity and KPI will continue as before
Core activity and KPI have been modified
Core activity and KPI have been discontinued
F. ASSESSMENT PLAN FOR NEW YEAR, 2013-2014
Core Activity
(New Year)
Key Performance
Indicator
(New Year)
Target
Outcome(s)*
Plan for Achieving
Target Outcome
Divisional
Head
Approval
(Date)
Procurement
process
improvements
MWOB
Improved
reporting for
related entities
& non-tax levy
Procedure
development
College tuition
collection
Reduction of small
dollar & high
volume
transactions
through the use of
procurement cards,
blanket orders and
use of existing
contracts.
Use of vendors
with NYS MWOB
designation
Reduction of
transaction and
improvement in
cycle time
Review &
document
transactional data
and eliminate
unnecessary
requisition based
transactions
Increase to move
toward CUNY
targets of
utilization
Improved
allocation of
resources and
reduced errors
Analysis and
strategic plan to
utilize appropriate
vendors
Continued
development and
roll out of reports
Monthly and
quarterly
distribution to
management as
required
Increased use by
Improved
staff and customers efficiency and
reduced cycle
times
Promote the
Increase the # of
importance of
students meeting
meeting payment
the deadline.
deadlines.
Decrease the # of
students canceled
Develop and roll
out with web site
access
Work with the
Enrollment
Management
Team and
Marketing in
Queensborough Community College
Non-teaching Department
for non-payment.
July 2013
developing
effective
communication
plan. Insure
timely and
periodic
notification.
*Targets indicated here will direct assessment efforts for the following year – see part A, column 3.
Before submitting your year-end report to the Assessment Office, please
submit it to your divisional head for review and approval. The finished
version submitted to the Assessment Office will be posted as a pdf document
on the college’s Assessment Web site.