Santa Rosa Junior College
Business Services
Management Plan
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Operational Goal: |
Completion Date |
1.0 Develop and implement an orientation program for new College employees. Institutional Goals: #10 Institutional Quality
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June 30, 2000 |
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Objective |
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1.1 Personnel, Payroll and representatives of employee groups will develop orientation programs and handbooks appropriate for classified, management, and faculty employees.
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Activity |
Timeline |
1.1.1 Payroll and Personnel will develop a questionnaire and survey the various employee groups (to include: Classified, Management, Regular and Adjunct Faculty), for their suggested input on two to three (2-3) key areas that they would like to see covered in the handbook.
1.1.2 Payroll and Personnel will work jointly to develop the handbook, utilizing survey results as appropriate. 1.1.3 The proposed handbook will be reviewed by the Vice President, Business Services prior to publication. 1.1.4 The handbook will be available on-line via the SRJC Website. If desired, a hard copy will be available. 1.1.5 The on-line information will be reviewed annually, or as necessary, for updates.
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The survey will be conducted during the month of September, 1999. March, 2000
April 15, 2000
June 30, 2000 |
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Operational Goal: |
Completion Date |
2.0 The Office of Business Services will conduct a comprehensive review of Board policies and related procedures. Institutional Goals: #10 Institutional Quality
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March 1, 2000 |
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Objective |
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2.1 Each operating area within the Business Services Component will review its policies and procedures and add, delete, or revise as necessary.
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Activity |
Timeline |
2.1.1 Two work sessions of Business Services managers will be held to complete the review of all Business Services policies. 2.1.2 Draft policies, additions and deletions will be reviewed with President and Component administrators. 2.1.3 Policies submitted to College Council for review and referral to constituent groups. 2.1.4 Policies presented to Board for first reading. 2.1.5 Policies presented to Board for action.
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Dec. 1, 1999
Feb. 15, 2000
March, 2000
April, 2000 May, 2000 |
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Operational Goal: |
Completion Date |
3.0 Review and improve the current systems used for issuing and accounting for scholarship payments. Institutional Goals: #10 Institutional Quality
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March 31, 2000 |
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Objective |
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3.1 Business Services staff, with Scholarship Office staff and Foundation staff, will develop a coordinated, simplified process for issuing and accounting for scholarship checks, which will meet each department's needs.
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Activity |
Timeline |
3.1.1 Review current procedure.
3.1.2 Document the needs of each department.
3.1.3 Evaluate capabilities of systems currently in use.
3.1.4 Research capabilities of other systems that may be available for use.
3.1.5 Develop a coordinated approach to issuing and accounting for scholarship payments.
3.1.6 Submit final recommendation to Vice President of Business Services.
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April, 1999
June, 1999
August, 1999
October, 1999
December, 1999
January, 2000 |
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Operational Goal: |
Completion Date |
4.0 To provide an overall assessment of the existing intrusion alarm systems including hardware and software, monitoring services, criteria for new installations or upgrades, emergency response procedures and reporting mechanisms within the District. Institutional Goals: #10 Institutional Quality |
June, 2000 |
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Objective |
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4.1 To provide the District with an updated inventory and review of current systems and their compatibility with each other; to provide architects with specific design criteria for new systems; to review and update procedures for other college department's requests for new or amended systems; to review the police department's procedures for responding to alarm calls. This objective will be accomplished using existing police department staff and budget, however the final recommendations may impact future budgets. |
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Activity |
Timeline |
4.1.1 To review and analyze each component of the District's intrusion systems as to current functionality and compatibility. 4.1.2 To analyze the hardware and software components of those systems to see if they meet current and future needs. 4.1.3 To assess and review current monitoring companies, the services they provide, the fees charged, the equipment used and its compatibility to other systems, and the potential for growth due to District needs. 4.1.4 To develop and implement new criteria for other college department's requests for new or amended alarm systems to their work sites. 4.1.5 To provide an in-depth review of the police department's response to intrusion alarms District wide. 4.1.6 To provide the Vice President of Business Services with a report of the assessment and any recommendations to provide a more efficient intrusion system for District facilities. |
Jan. 1, 2000
Jan. 1, 2000
Jan. 1, 2000
Oct. 1, 1999
Oct. 1, 1999
March 1, 2000 |
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Operational Goal: |
Completion Date |
5.0 To enhance and improve the efficiency of the procurement process by completing the implementation of the purchasing software selected in FY 98-99. Institutional Goals: #10 Institutional Quality
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May, 2000 |
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Objective |
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5.1 To implement the new on-line purchasing software system, the Purchasing Manager, in cooperation with Accounting, Computing Services, and end users of the new system, will develop and execute an implementation and training program to complete the installation of the new system.
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Activity |
Timeline |
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5.1.1 Complete installation of hardware and CECC Purchasing software . 5.1.2 Train three "pilot groups" and test the software.
5.1.3 Modify software as necessary and install the CECC Phase II version of the Purchasing software.
5.1.4 Develop budget and plan for the next fiscal year in order to augment the Purchasing system and implement automated Travel Requests, Honorariums and Adult Readers processes. 5.1.5 Train remaining end users and complete the system by June 30, 2000.
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July 30, 1999 August-October, 1999 November, 1999-February, 2000 February, 2000
March-June, 2000 |
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Operational Goal: |
Completion Date |
6.0 The District will develop systems and public information to implement additional second year IRS reporting requirements for the Hope Scholarship and Lifetime Learning Tax Credits. Institutional Goals: #10 Institutional Quality
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Feb. 28, 2000 |
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Objective |
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6.1 As a continuing objective, the Task Force will review and recommend implementation of new IRS reporting requirements for the year 2000.
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Activity |
Timeline |
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6.1.1 Review success of reporting for 1998. A. Website for 1998 student fees. B. Voice mail system. C. Preparation/mailing of 1098-T forms. 6.1.2 Analyze continued feasibility of outsourcing and make recommendations for 1999. 6.1.3 Review new IRS reporting requirements for 2000. A. Name, address, SSN of taxpayer who claims student as dependent. B. Amount of qualified tuition and related expenses paid. C. Amount of grants received for payment of costs of attendance. D. Amount of reimbursement or refunds paid. E. Indication if student was enrolled in a program leading to a degree, certificate or credential. 6.1.4 Identify necessary tasks by department to meet new reporting requirements for 2000. 6.1.5 Provide each student copy of 1098-T for 1999. 6.1.6 File with IRS 1098-T for all students in 1999. |
May 1, 1999
June 30, 1999 July 31, 1999
Aug. 15, 1999
Jan. 31, 2000 Feb. 28, 2000 |