1. PLANNING PRIORITIES FOR 2009-10

2. BUSINESS SERVICES ADMINISTRATION CONTROLLER BUDGETING PURCHASING AND INVENTORY INFORMATION TECHNOLOGY PARKING 2

4. Successfully managed the Colleges budget Adhered to the mandatory cash restrictions established by the Office of State Budget and Management (OSBM) and NCCCS Moved purchasing deadline from April 2009 to December 2008 when cash was available and before restrictions 4

5. Ensured cash was available to meet the payrolls before any other expenditure was made, especially after March Specified use of non-state funds All necessary supplies, materials, and services were purchased to meet the Colleges mission Classroom instruction was not impacted in spite of cash restrictions 5

6. Effectively manage the Colleges financial resources, especially with the major State budget cuts forecasted for FY 2009-10 Establish a 5% minimum State budget reserve at the beginning of the fiscal year Approve and monitor purchases for essential supplies, materials, and services 6

7. Approve only mission-critical travel Adhere to any and all guidelines that may come from NCCCS and OSBM during the fiscal year Monitor and utilize when necessary non-state financial resources to ensure the College meets its educational core mission 7

8. Closely monitor the expenditure of federal funds allocated through the American Recovery and Reinvestment Act (ARRA) to ensure full accountability Participate in the planning and other related accounting functions of the Union Station project 8

9. Implement Identity Theft Prevention Program Continue to serve as the Colleague CIS Project Manager Coordinate meetings to discuss new initiatives, workflows, and technical issues with the R18 workgroup 9

11. Completed and submitted financial statements, CAFR, and footnotes on time 88% of the part-time and 97% of full- time employees are on payroll direct deposit Completed implementation of accepting CE registration payments on-line Made available 1098-T tax forms on-line Expense Reduction Specialist contract saved the College $13,571 in utility costs 11

12. Implement Enhancing Accountability in Government through Leadership and Education (EAGLE) program Continuous improvement of internal controls Receive a clean financial audit report Implement set-off debt program in Colleague 12

13. Improve billing and collection of student and third party receivables Implement document imaging if funding is available Continue to improve and provide excellent customer service to students and employees 13

15. Requested, allocated, and monitored approved State budget funds Continued training faculty and staff Understanding budget reports WebAdvisor My Budget Evaluated R18 Colleague Position and Budget Management module Served on NCCCS Assignment Contract Committee 15

16. Establish methodology to capture payroll encumbrance data for CE instructional contracts Request and allocate approved State budget funds Conduct training sessions in using WebAdvisor Continue to serve on NCCCS Assignment Contract Committee 16

18. Participated in the NC E-Procurement Users Group which initiated changes and improvements to Ariba Worked with College staff to dispose of worn out furniture and other materials Renovation and expansion of the Wilmington Campus Bookstore Implemented barcode tracking system 18

19. Maintain purchasing efficiency Increase purchases from HUB vendors Increase purchasing products with recycled content Implement Colleague Fixed Asset Tagging and Maintenance software Implement quarterly audits of high value equipment 19

20. Provide training on equipment inventory control procedures Set up Forklift Training Program for appropriate College employees Move and stock the newly expanded and renovated Bookstore Offer a wider variety of merchandise Organize a book reservation service for students 20

22. Implemented IntelliResponse 22

23. Implemented address checking software (QAS) Implementation of new VMware ESX server and installed Storage Area Network Increased efficiency of College resources 23

24. Complete Payment Card Industry Certification Infrastructure and policies must be in place Internal and external scanning for network vulnerabilities Expand Virtual Servers Implement VMotion 24

25. Support technology in new construction Implement card access software for Parking Deck Equip and configure Cosmetology/Early College building Assist in technology planning for Union Station 25

26. Support new College initiatives Assist in implementation of virtual tour on cfcc.edu Implement Colleague Workflow Implement migration to Microsoft Active Directory 26

28. Increased staffing to provide more coverage at the Wilmington and North Campuses Implemented the booting policy Implemented safety training for 15-passenger van drivers 28

29. Expand safety training for employees who drive 15-passenger vans Employ additional parking and security attendants for the North Campus Reassign parking at both campuses Merge full-time parking assignments based on seniority Expand key inventory for new facilities 29

30. QUESTIONS OR COMMENTS? 30

31. THANK YOU 31