1. Submission Process

2. Role of the Author Responsible for the report submission
Should not be the sole writer but is the one to ensure the report gets submitted
Receives unit specific materials
Receives reminders
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3. Call for Submission
sent to identified Author around September 1st.
Link to report form (EXCEED)
Login and Password to the form (only one per unit of analysis)
Submission directions
Directions to helpful resources
Datasheet
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4. EXCEED (software used for submission)
Allows for input of images
Allows for the creation of tables
Allows for formatted text
Can save work in progress and come back to amend
Provides a confirmation that submission was successful
Can download a final version to keep for your records
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5. Central Data

6. Central Data Provided (as a resource)
Employee FTE Numbers for FY13, FY14, FY15, FY16, and FY17
General Funds FY13, Fy14, FY15, FY16, and FY17:
Personnel Expense
Operating Expense
Other funds (by type) FY13, Fy14, FY15, FY16, and FY17
Revenue
Expenses
All Captured in the Required Program Information (not a criterion, not weighted section)
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7. Required program information (not a criterion, not weighted)
A. State the mission, objectives, and primary function of this unit.
B. Identify the primary users of your unit. Distinguish between internal users (e.g. enrolled students, faculty, staff) and external users (e.g. prospective students, alumni, local community, state, and national agencies).
C. Submit standardized organizational chart – personnel, FTE breakdown, functions, etc.
D. Input relevant services in table form (Travel, Budgeting/Finance, Payroll, UG Advising, Hiring, Marketing/Com, IT, Grant Administration)
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8. Central Data for Department
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9. Department Supplied Data
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10. Data Challenges
Central Data is provided at an organization level not an index
Many units of analysis are only a portion of a department or organization. Central data will be for the entire department. Units must split up into the unit of analysis details
FTE is an actual FTE and is calculated off hours paid
Expenses are not always recorded in the correct department
Task Force is aware of challenges with central data. Units can comment on central data.
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11. Required program information (not a criterion, not weighted)
A. State the mission, objectives, and primary function of this unit.
B. Identify the primary users of your unit. Distinguish between internal users (e.g. enrolled students, faculty, staff) and external users (e.g. prospective students, alumni, local community, state, and national agencies).
C. Submit standardized organizational chart – personnel, FTE breakdown, functions, etc.
D. Input relevant services in table form (Travel, Budgeting/Finance, Payroll, UG Advising, Hiring, Marketing/Com, IT, Grant Administration)
Administrative Services

12. Responsibilities of Unit Input relevant services in table form (Travel, Budgeting/Finance, Payroll, UG Advising, Hiring, Marketing/Com, IT, Grant Administration)
Users will be provided a list of services typically provided at an institution.
Check all the boxes that represent services provided by your department
Purpose: To help the Task Force understand the scope of the unit.
Administrative Services

13. In Closing ….
Your report is NOT limited to just the data central can provide
Feel free to provide any data needed for your presentation
Be sure to cite and explain the data