ASSESSMENT REPORT

FOR

Budget/Payroll/Grants & Contracts 
Administrative or Educational Support Unit

September 2003 to August 2004
Assessment Period Covered        

July 15, 2004
Date Submitted

Expanded Statement of Institutional Purpose Linkage:
Institutional Mission/Goal(s) Reference:
Texas A&M International University, a Member of the Texas A&M University System, is committed to the preparation of students for leadership roles in their chosen profession and in an increasingly complex, culturally diverse state, national, and global society …  Through instruction, faculty and student research, and public service, Texas A&M International University is a strategic point of delivery for well-defined programs and services that improve the quality of life for citizens of the border region, the State of Texas, and national and international communities.

Administrative or Educational Support Unit Mission Statement:
The Office of Budget/Payroll/Grants and Contracts is committed to accurately preparing the University’s annual budgets, preparing and distributing accurate payroll information and monitoring the financial reports of grants and contracts to insure our employee’s accurate and timely information.

Intended Administrative Objectives:

1. The Office of Budget/Payroll/Grants & Contracts provides the university community with information and assistance regarding the budget.

2. The Office of Budget/Payroll/Grants & Contracts provides clear and accurate payroll information.

3. The Office of Budget/Payroll/Grants & Contracts assists grants coordinators with the financial status of grants.

ASSESSMENT REPORT

FOR

July 15, 2004
Date Submitted

Intended Administrative or Educational Support Objective:

1.  The Office of Budget/Payroll/Grants & Contracts provides the university community with information and assistance regarding the budget.

First Means of Assessment for Objective Identified Above:
1a. Means of Unit Assessment & Criteria for Success:
On the 2004 Finance and Administration Division Service Quality Survey, 80% of the users will indicate satisfaction with “the assistance provided concerning the annual budget process and budget information”.

1a. Summary of Assessment Data Collected:
Based on the survey results, 76% of the respondents were satisfied with the assistance provided. This represents a 3% increase from last year’s survey.                    

1a. Use of Results to Improve Unit Services:
Criteria were not met; however, results indicate an increase in customer service satisfaction over last year. To provide better assistance, we have implemented informational sessions for all budgetary unit heads.  The sessions are conducted at the beginning of each budget process.

ASSESSMENT REPORT

FOR

July 15, 2004
Date Submitted

Intended Administrative or Educational Support Objective:

2.  The Office of Budget/Payroll/Grants & Contracts provides clear and accurate payroll information.

First Means of Assessment for Objective Identified Above:
2a. Means of Unit Assessment & Criteria for Success:
On the 2004 Finance and Administration Division Service Quality Survey, 90% of the users will indicate satisfaction with “the clarity and comprehensibility of the information on your payroll stub (i.e., earnings and deductions)”.

2a. Summary of Assessment Data Collected:
Based on the survey results, 93% of the respondents were satisfied with the information.                

2a. Use of Results to Improve Unit Services:
Criteria were met. Results show an increase of 3% in satisfaction rates over last year’s survey. Although criteria were met, we will continue to implement improvements in the payroll process. In particular, we have introduced and promoted electronic notification of payroll information.

ASSESSMENT REPORT

FOR

3a. Use of Results to Improve Unit Services:
Criteria were met. Results show an increase of 6% compared to last year’s survey. Although criteria were met, we currently are working on improvements to the grant process. For example, the Sponsored Research software has been implemented which allows us to automate the billing and reporting process, thus eliminating time and resources currently spent on manual tracking of the grants. Additionally, our department web site provides complete instructions to guide the users on the grant process.