Sacramento City College
Unit Plan
Completed Spring 2002
Department Name: Business Services Office
Department Spokesperson: Rob Heidt
Division Dean: Lloyd Rodgers
Elements of the Unit Plan:
Place an X in the boxes of included elements
Accomplishments
X
X
Three Year Plan
Action Plan
Budget Request
Budget Narrative
Key Performance Indicators
Business Services Office
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Action Item
Department / Accomplishments 2001 - 2002
Goal 1:
Linkage to
other Plans
1a
1b
1c
1d
1e
1f
Goal 2:
2a
2b
2c
2d
2e
2f
Other Accomplishments:
Year-end status and accomplishments
3 – Year Plan
Business Services Office Department
Long Range Plan
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Improve Campus Budget Information.
Expand access to the Peoplesoft
Financials system.
Advance processes for Student Financials.
Departmentalization of Business Services.
2003 –
2004
2004 –
2005
2005 2006
X
X
X
X
X
X
X
X
Business Services Office Department / Action Plan 2002 – 2003
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1a
1b
1c
Goal 1: Improve Campus Budget Information
Linkage to
Action Item
Year-end status and accomplishments
other Plans
Offer workshops on use of the Peoplesoft Financial
Information website.
Enhance Purchase Order and Expenditure information on
the Peoplesoft Financial Information website.
Add Campus-Based account data to the Public Folders.
Goal 2: Expand Access to the Peoplesoft Financials System
2a
Load Peoplesoft Financials as a pilot program for enabling
departments to verify budget balances, purchase order
status, etc. through the native application.
Goal 3: Expand Campus Personnel and Payroll Information
3a
Provide additional reports on Temporary Employees and
Variable Payroll data.
Goal 4: Implement Peoplesoft Student Administration and Student Financials
4a
4b
4c
4d
4e
4f
4g
4h
4i
Set up Student Billing Process in Student Financials.
Set up Student Payment Plans in Student Financials.
Set up Corporate Billing Process Student Financials.
Set up Deferment Process in Student Financials.
Modify BOG Waiver Crediting processes in Student
Financials.
Modify Refunding processes in Student Financials.
Modify Student Account updating processes in Student
Financials.
Modify Prepaid Parking processes in Student Financials.
Setup AutoDrop process for Unpaid Enrollment Fees in
Student Administration and Student Financials.
Business Services Office Department / Action Plan 2002 – 2003
Linkage to
Year-end status and accomplishments
other Plans
Goal 5: Develop Saturday Services
#
Action Item
5a
Consolidate Business Office services with Admissions and
Records on selected Saturdays.
Coordinate Saturday Operations calendar to meet student
demand and budget availability.
5b
Other Accomplishments: In 2001-2002, the Business Office offered Saturday Services to students for 28 Saturdays; went “live”
with the Peoplesoft Student Financials system which gives students the option to pay via internet and by telephone; implemented a new
interface for cashiering that provides “real time” student account information; consulted on several enhancements to the Peoplesoft
Financial Information website.
Business Services Office
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Totals:
Description
Department Budget Request - 2003 - 2004
Operating
New
Instruction
Marketing
Budget
Computers Equipment Furniture Program
Supplies
Materials
Increase
Start-up
Remodel
Space
Faculty
Hires
Staff
Hires
Student
Hires
Temp
Hires
Budget Narrative 2003 - 2004
Business Services Office
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Description
Total
Amount
Priority
Rank
Department
Justification
Key Performance Indictors for
Business Services Office
Department