OATdb Archive

2014 - 2015

Finance And Operations, Vice President

Goal
Advance Student Success
Increase and develop university resources and infrastructures that support the intellectual transformation of students.

Objective
Increase/Develop University Resources For Student Employment
Identify resources to increase on-campus employment opportunties in an effort to increase student persistence and success.

KPI
Budget Analysis And Allocation
  • Identify funding strategies
  • Prepare and submit proposals to cabinet
  • Monitor and report impact of funding allocations

Result
Institutional Workstudy Program
Collaborated with Enrollment Manangement and Financial Aid Office to fund and implement an institutionally funded non-need based workstudy program.

Objective
Expand Student Employment
VPFO departments will seek to serve full-time institutional support functions through the establishment of student employment opportunities that enhance student preparation for the workforce by imparting real world experience in their fields.

KPI
Student Employment Within VPFO Departments
  • Department will identify opportunities for increasing student employment as part of budget request.
  • Department will report pre and post implementation student employment headcount quarterly.
  • Departments will calculate and report dollar and/or operational efficiency impacts quarterly, if any.

Action
Student Employment
The following departments have or will hire additional student support to support operating activities:

Payroll - Tax reporting
HRS - general hiring processes
Treasury - Office management and support
Financial Reporting - financial analyst

Goal
Increase Efficiency Of University Operations
VPFO departments will continue to develop and deploy automated solutions.

Objective
Automated Solutions
Departments will identify additional third party solutions that will simplify/facilitate business processes.

KPI
3rd Party Solutions
  • Departments must identify one business processes that may be better supported by 3rd party solutions.
  • Department heads will prepare and submit proposals at 1-on-1 meetings with VPFO.
 


Result
Parking Solution
Parking and transportation has identified 3rd party solution that will increase parking efficiencies, revenues and enforcement. Funding has been allocated and efforts to acquire and implement solution are underway.

Result
Banking Services And Software
Treasury operations has fully implemented banking services and software solutions in collaboration with Wells Fargo Bank. New services and solutions include positive pay, controlled disbursement, WEB enabled reporting and banking management, automated ACH and wire services, etc...

Objective
Develop Automated Processes
Departments will continue to develop automated processes to simplify/facilitate business processing.

KPI
Automating Processes
  • All departments will identify one business process they will redesign from paper-based to computer supported.
  • Department heads will discuss proposals at 1-on-1 meetings with VPFO. 

Result
Cut Over To E Docs
In collaboration with the Controller, Payroll and Budget office F019, institutional memeberships and alcohol approval forms have been fully implemented accross the campus, thereby replacing a paper-based process that was prone to errors and approval bottlenecks.

Result
Hiring Process Analysis
HR, budget and payroll will collaborate on a cradle to grave analysis of the hiring process. Improvements may include changes to approvals and routing, departmental comprehension and satisfaction, improved communication with applicants.

Goal
Data Driven Decisions
Develop and implement reporting tools and reports that allow visibility into revenue and expense activities across the campus.

Objective
Financial Analysis Models
Departments will develop replicable reporting models that allow measurement of enterprise performance to budget, PY and support modeling for future periods.


KPI
Reporting Models
Departments will develop:
-Revenue Analysis report by Major elements
-Expense Trend and Budget Analysis Report
-Budget Report for quarterly reporting to TSUS
-Auxiliary enterprise P&L
-Working capital report


Result
Business Analytics
The following management reports have been developed and are undergoing validation and QA:

Tuition and Fee Income Report
Intercollegiate Athletics P&L
Housing
Vending
Bookstore
Golf Course Operations
Printing

Result
Working Capital
Financial reporitng has developed a working capital report that allows executive view and analysis of availble resources by fund type and fund. Report is undergoing final QA and validation.

Result
Debt Analysis
Treasury operations has developed and delivered a holistic schedule of outstanding bond debt by funding source. This allows institution-wide view of current and long-term commitments as well as identification of dates where major debt payoff's occur.

Objective
Benchmarks And KPI's
Departments will identify a variety of HE specific bechmarks (or private sector if applicable) and develop KPI metrics that monitor and compare institutional performance.

KPI
Departmental Efficiency/Effectiveness
  • Departments will identify industry specific benchmarks and develop related KPI's.
  • Department heads will report departmental performance to VPFO.

Result
Payroll
Payroll is developing the necessary data collection and aggregation to support calculaiton of efficiency metrics.

Goal
Identify Disruptive Change Opportunities
Identify opportunities to increase institutional revenues, explore privatization/contracting, evaulate departmental effectiveness.

Objective
Increase Revenues
Develop and implement solutions that increase institutional revenues.


KPI
Revenue Enhancement
  • Change investment strategies
  • Develop new student assessment frameworks
 


Action
DL Swap
Collaborated with Provost office to identifiy institutional administrative costs that were charge-able to DL Fee. This resulted in a $1.2M swap of funds in FY 15 and $1.8M swap in FY 16 that will provide additional financial capacity to support instruction and programmatic efforts accros the campus.

Objective
Privatization And Contracting
Explore opportunities for outsourcing organizational activities to increase revenues, reduce cost or increase efficiency.

KPI
Privatization And Outsourcing
  • Departments will identify one activity that can be outsourced.
  • Proposals will be submitted to VPFO for consideration at 1-on-1 meetings.

Result
Beverage Vending And Pouring Rights
Fully implemented 3rd party services with Pepsico to support beverage vending and campus-wide pouring rights. This change, from self op to contracting, will increase campus revenues by $1.5 million over the next 5 yrs.

Result
Snack Vending
The Pepsico changes have left snack vending operations stranded with little institutional support personnel. An RFP will be issued to identify a private partner to support this campus need going forward.


Objective
Departmental Effectiveness/efficency Evaluations
  • Departments will collaborate with institutional efforts focused on organizational efficiency.
  • Identify external consultant support as needed.
  • Engage external consultants to evaluate departmental operations.


Update to previous cycle's plan for continuous improvement

Personnel resignations have challenged our organizations abilityt to fully embrace significant improvement efforts/processes. In spite of this, ongoing operations have been maintained and several improvements have been implemented. We will continue to focus our energies on increasing operating efficienies, executive mon itoring and oversight, and financial success.


Plan for continuous improvement