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Assessment : 2007 - 2008 : Administrative Support :
Business Office

2 Goals     5 Objectives     9 Indicators     12 Criteria     12 Findings     12 Actions

GOAL: Collaborating With Computer Services

Objective Business Office Website
The Business Office website will remain online and be updated.
Associated Goals: Collaborating With Computer Services

Indicator Business Office Website
The Business Office website is online.
Criteria Online Business Office Website
Business Office information is online with current employee information.
Finding Business Office Website
The Business Office website is updated with current employee information.
Actions for Objective:

Action Continue Updating Business Office Website
The Business Office will continue to monitor and update the Business Office website as changes/needs arise.

GOAL: Collaborating With Computer Services

Objective Web Credit Card Payments
Increased usage of credit card web payments will occur across campus.
Associated Goals: Collaborating With Computer Services

Indicator Credit Card Usage Across Campus
Credit Card usage will occur on the Web in one new area on campus.
Criteria New Area
One new area is utilizing web credit card.
Finding Web Credit Card Payments
Web credit card payments are being utilized by more departments across campus. CJ has a new code for TRCPI program and will come online in August.
Actions for Objective:

Action Web Credit Card Payment
Due to increased utilization of credit card payments the Business Office has added codes for CMIT, LEMIT, Computer Science, Career Services and SHSU Press & Copy Center departments.

GOAL: Collaborating With Computer Services

Objective Web Financial Report
The Annual Financial Report will be produced on the Web.
Associated Goals: Collaborating With Computer Services

Indicator Annual Financial Report On Web
The Annual Financial Report will be available on the web.
Criteria Web Financial Report
The most current Annual Financial Report is available on the Business Office website for public viewing.
Finding AFR on the web
The most current AFR, which is 2007 is on the Business Office Website.
Actions for Objective:

Action AFR on the Web
2007 AFR is on the Web and the 2008 AFR will be on the web in November.

GOAL: Efficiency In The Business Office Area

Objective Business Office Tasks
Business Office tasks such as reconciliation, scholarship processing, voucher scanning, code corrections, and return check collections will be performed efficiently.
Associated Goals: Efficiency In The Business Office Area

Indicator Dollar Amount Of Returned Check Write Off
Report of the dollar amount of returned check write off and the percentage of return check dollars collected in two years.
Criteria Return Check WriteOff Value
The report of the dollar amount of returned checks written off and the percentage of those returned checks collected in two years will be provided on a report after fiscal year end.
Finding Report of returned check write off value
The report of returned check write offs will be prepared after fiscal year end.
Indicator Outside Scholarship Processing
A report of all outside Scholarships that are processed thru the Business Office.
Criteria Dollar Value of Outside Scholarships
The dollar value of outside scholarships was recorded in annual report.
Finding Dollar Value of Outside Scholarships
The dollar value of outside scholarships is determined after fiscal year close.
Criteria Number of Outside Scholarships
The number of outside scholarships was recorded in annual report.
Finding Number of Outside Scholarships
The number of outside scholarships will be tallied and included on a report after the fiscal year end.
Indicator Reconciliations And Code Corrections
Completed reconciliations and code corrections on file in the business office 30 days after month close.
Criteria Code corrections
Code corrections kept in a notebook in Accountant I''s office.
Finding Code Corrections
Code corrections are a continuing process and are being kept in a notebook in Accountant I''s office.
Criteria Completed reconciliations
Bank reconciliations, state reconciliations, booked receivable reconciliations, scholarship and loan reconciliations on file in the Business Office with completion date.
Finding Bank Reconciliations
Bank reconciliations, state reconciliatons, booked receivalbe reconciliations, scholarship and loan reconciliations are on file in the Busienss Office with competion dates.
Indicator Returned Checks Collections
Count of students who fail to make payment on their returned check within 10 days of notice and who are resigned.
Criteria Resigned Students for returned checks
Report prepared annually to Director of Business Office of the number of students who remained resigned for return check at fiscal year end.
Finding Returned Checks Collected Findings
This will be completed after fiscal year end for 2008.
Criteria Return Check writeoff
Completed fiscal year end jv for uncollected returned checks for 2 year period.
Finding Return Check Writeoff JV
The journal voucher for return check writeoffs will be completed in August 2008.
Indicator Scanning Of Vouchers
All local and state vouchers that are scanned by business office staff.
Criteria Scanned vouchers
All scanned vouchers will be stamped SCANNED and filed.
Finding Scanned Vouchers
A sample of 10 vouchers were taken randomly by an accountant I and all were successfully stamped "SCANNED."
Actions for Objective:

Action Code Corrections
Code corrections are being done throughout the year and will be kept in Accountant I''s office.
Action Dollar value of outside scholarships
Reporting dollar value of outside scholarships based on monthly tracking.
Action Outside scholarships
Tracking outside scholarships processed.
Action Reconciliations
Continuing to complete and file signed reconciliations in business office.
Action Returned check write off
Returned check write off jv completed.
Action Returned checks findings
Return check findings reported after end of fiscal year.
Action Scanned vouchers
Totals for local and state vouchers reported at end of fiscal year.
Action Write off of Returned checks
Report completed after end of FY 2008.

GOAL: Efficiency In The Business Office Area

Objective Completion Of Reports
Reports are completed in a timely manner.
Associated Goals: Efficiency In The Business Office Area

Indicator Financial Report And Surveys
Financial report and various other state agency reports and surveys that are completed by the designated deadlines for each.
Criteria Deadline
Financial Report sent to system by deadline. Surveys completed by deadline. Other state agency reports completed by deadline.
Finding Reports and Surveys
The Annual Financial Report was completed be the TSUS deadline.
Actions for Objective:

Action AFR deadline met.
AFR deadline was met. No further action needed.

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Sam Houston State University
Huntsville, TX 77341
(936) 294-1111
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