Appendix E2

ASSESSMENT STATEMENT

SELF IMPROVEMENT FOR BUDGET AND PAYROLL OFFICES

I. Mission

The Budget and Payroll Offices at SUNY Fredonia strive to provide accurate and efficient information and service to both our internal constituencies (students, staff and faculty) and our external constituencies (System Administration and other related State agencies-including Office of the State Comptroller) in order that the University's mission of teaching and learning may proceed unencumbered by those administrative duties and responsibilities of our offices.

II. Goals/Objectives

1. Facilitate optimal and maximum usage of all State resources through initial budget allocations

and periodic reallocations for all funds, and accurate accounting for all Salary and Wage dollars - with all actions being reflective of decisions made by the President and his Cabinet

2. Provide the University's Executive Officers, Deans, Directors and Department Chairpersons

with valid and credible resource information (i.e. Proposed College Operating Budget) to

allow for effective planning and development of academic programs and student services -

3. Direct all State-funded payroll efforts with an emphasis on accuracy, adherence to State rules

and regulations, and friendly and courteous customer service

III. Measure of Goals

1. Number of comments/questions/criticisms/suggestions regarding the format/content of the

Proposed College Operating Budget document

2. Number or content of audit recommendations requiring corrective action

Number of checks to be returned for cancellation or reissue (due to errors made by SUNY

Fredonia staff)

IV. Results

1. Comments/questions/criticisms/suggestions will be considered for incorporation into the

development of the subsequent year's Proposed College Operating Budget document

2. Corrective action should be taken immediately to prevent appearance of same audit

recommendations in subsequent audits

3. Number of returned checks should be lower than number for

previous year

V. Feedback into the Unit

1. Preparation and distribution of an annual all-funds budget document will demonstrate to the

campus community our commitment to provide resource information that reflects the fink between the planning process - Cabinet decisions regarding funding - and budget, with the ultimate goal of enabling the University to fulfill its mission of teaching and learning

2. Reduced numbers of audit recommendations will indicate to the University as a whole a

commitment to our goal of being compliant with State rules and regulations

3. Returned check documentation will be reviewed for identification of possible corrective action

to payroll process(es) with the goal being increased accuracy and better customer service