Finance Division BPAC Initiatives Six Months Later

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Finance Division BPAC Initiatives Six Months
Later

• Presentation to CFFO Conference,
• Minnesota State Colleges Universities
• January 26, 2006

2
Agenda

• BPAC A Brief Overview Tim Stoddard / Bill
  OBrien
• BPAC Basics
• Finance Initiatives Focus
• Timeline for Finance BPAC Initiatives
• Drop for Non Payment (DFNP)
  Timing Examples Illustrations Kathy
  Froysland
• Mankato Implementation for DFNP Jan Marble
• Normandale Re-Implementation for DFNP
  Derek Guiher
• QA - as time permits

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BPAC Initiative

• Task force (now a committee) to review situation
  and guide system improvement
• Goals By reducing variations, we
• Remove barriers to student access
• Reduce cost and complexity of ISRS prior to
  remodeling
• May not eliminate 100 of variations, depending
  on nature of the difference

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Business Practice Alignment Committee

• Four C/U Presidents
• Four Vice Chancellors (or designees)
• Staff

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Nine Months Ago

• Board approved initial set of Finance policies
  that address BPAC variances
• Finance determined dependencies for many of
  their variances
• Finance prioritized their variances

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Key to Following Diagrams

• Finance-related variances that are to be
  addressed are now considered projects
• Projects are represented as boxes on following
  diagrams
• The sequence for completing related projects,
  first things first, is from left (first) to
  right (last)
• The relative priority of projects or groups of
  related projects are from top (higher) to bottom
  (lower)

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Prioritizing BPAC Finance Initiatives
Slide 1 of 2
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Prioritizing BPAC Finance Initiatives
Slide 2 of 2
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Six Months Ago

• Finance established a BPAC task force to develop
  procedures and implement ISRS projects to support
  approved Board policies

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Finance BPAC Task Force

• SOUTHERN REGION
• Stephanie Adams South Central College
• Deb Kerkaert Southwest State University
• Jan Marble MN State University Mankato
• Dave Thorn Winona State University
• CENTRAL REGION
• Pat Nordick MN State Community Technical
  College
• Chris Vopatek Central Lakes College
• Jeff Wagner St. Cloud State University

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Finance BPAC Task Force

• NORTHEAST REGION
• Jerry Winans Bemidji State University
• METRO REGION
• Derek Guiher Normandale Community College
• Janet Knox Hennepin Technical College
• FINANCIAL AID
• Paul Hatch Hibbing College
• Frank Loncorich St. Cloud State University
• Mike Barnaby Central Lakes College

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Finance BPAC Task Force

• OFFICE OF THE CHANCELLOR
• Tim Stoddard - Finance
• Bill OBrien Finance
• Marie Peterson Finance/CSU
• Kathy Froysland - ITS
• Teri Welter - ITS

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Today

• Finance continues to move ahead with BPAC
  priorities.
• Current focus of Finance BPAC task force is on
• Drop For Non Payment
• Payment Plans

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Drop For Non Payment

• Policy 5.12 - Tuition and Fee Due Dates, Refunds,
  Withdrawals and Waivers
• Procedure 5.12.3 - Dropping Student for
  Nonpayment
• Procedure 5.12.5 - Payment Plans
• Procedures above are posted at
  http//www.finance.mnscu.edu/bpac-projects/index.h
  tml

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Drop For Non Payment (DFNP) Project Flow
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Finance BPAC Timeline

• Nov 2003 BPAC (the Committee) is
  created
• July 2005 Board approved initial set of Finance
  policies that address BPAC variances
• July 2005 Finance BPAC task force is created,
  meets monthly

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Finance BPAC Timeline (Cont.)

• Feb 2006 Drop For Non Payment tool goes to ISRS
  quality control
• Feb-Aug 2006 Further enhance DFNP tool
• Jan-Aug 2006 Discussions and postings of
  implementation best practices to assist C/Us

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Finance BPAC Timeline (Cont.)

• Jan-Aug 2006 Campus communications and
  communications plans implemented
• August 2006 DFNP implemented at all C/Us.
  Payment plans offered by all C/Us
• Sep 2006-Aug 2007 Additional functionality
  added to DFNP tool

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Agenda

• BPAC A Brief Overview Tim Stoddard / Bill
  OBrien
• BPAC Basics
• Finance Initiatives Focus
• Timeline for Finance BPAC Initiatives
• Drop for Non Payment (DFNP)
  Timing Examples Illustrations Kathy
  Froysland
• Mankato Implementation for DFNP Jan Marble
• Normandale Re-Implementation for DFNP
  Derek Guiher
• QA - as time permits

20
Agenda

• BPAC A Brief Overview Tim Stoddard / Bill
  OBrien
• BPAC Basics
• Finance Initiatives Focus
• Timeline for Finance BPAC Initiatives
• Mankato Implementation for
  Drop for Non Payment
  (DFNP) Jan Marble
• Normandale Re-Implementation for DFNP
  Derek
  Guiher
• Timing Examples Illustrations Kathy
  Froysland
• QA - as time permits