2019-2020 Office of the Bursar Assessment Plan

Assessment Year: 2019-2020
Division: Administrative Affairs
Unit: Office of the Bursar
Unit Director: ywilliamson
Completed by: ywilliamson
Other Contributors:
Date Completed: 2019/11/15 10:34:00 US/Eastern

Unit Mission

The Office of the Bursar is dedicated to providing courteous and efficient financial services to students, faculty, staff and external organizations. We collect revenues and maintain student financial records with a focus on financial integrity and accountability in accordance with York College, The City University of New York (CUNY), State and Federal policies and procedures.

Assessment Plan

Outcome 1

Unit Goal

To deliver exceptional customer service to all stakeholders

Unit Outcome

Customers will be satisfied with the services delivered

Divisional Goal

Develop and demonstrate efficient and effective stewardship of financial and capital resources consistent with institutional protocols.

PMP Goal

N/A

Alignment with York’s Strategic Initiatives

TBA

Alignment with York’s Institutional Learning Outcomes (ILOs)

N/A

Measure

An online survey will be designed in coordination with Office of Institutional Effectiveness Strategic Planning (OIESP).

Measure Type

Direct

Target

55% of respondents will report satisfaction with services.


Outcome 2

Unit Goal

To accurately process financial transactions

Unit Outcome

Daily CUNYfirst cashier query and an Excel spreadsheet will be used to determine if financial transactions were properly processed.

Divisional Goal

Develop and demonstrate efficient and effective stewardship of financial and capital resources consistent with institutional protocols.

PMP Goal

N/A

Alignment with York’s Strategic Initiatives

TBA

Alignment with York’s Institutional Learning Outcomes (ILOs)

N/A

Measure

A CUNYfirst query that tracks each cashier's collection will be compared to the cashier daily receipts to ensure funds are properly collected, accounted for, and deposited into the respective bank accounts. The College Accountant will collect the data.

Measure Type

Direct

Target

95% of the daily collections will properly collected and deposited.


Rationale for the Plan

In accordance with CUNY's policy, collections must be properly identified and deposited in the appropriate accounts. Failure to make proper deposits result in reconciling items with the Business Office and CUNY's Revenue Unit.

The Office of the Bursar is a customer service based department that must ensure our stakeholders are satisfied and being properly served.

Data Collection and Evaluation

During the spring 2020 semester, an online survey will be sent to all stakeholders that have received services from the Office of the Bursar. The Office of Institutional Research will facilitate the data received from the survey.

For the month of January 2020, the Accountant will compare the CUNYfirst cashiering receipt query with the receipts and deposit tickets for the funds collected. The entire month of January 2020 will be evaluated to ensure proper collection and deposit of funds.