1. Controller’s Office LEAN Project
Research Administration Update Session July 22, 2015 1 1

2. Project Team Executive Champion: Patrick Wamsley
Project Champion: Susie Edwards
Process Owner: Melissa Smith
Team Members:
Cathy Carroll
Kenny Grace
Erinn Healy
Jody Latham
Karla Locklear
Julie Parrish
Facilitator: Mike Roudabush 2 2

3. IMPROVE – What was done? 3 3

4. Lean Project: Internal Tuition Payments
Problem:
Tuition payments received on behalf of students from any University source via IIT are continuously being processed campus-wide, which creates exposure to taxation issues, non-compliance with the tuition assistance policy, and misclassification of expenses.
Goal:
To create a new process and procedure to manage internal tuition payments that will mitigate the aforementioned problems, as well as provide a mechanism for tracking internal payments, deliver cost savings to the University and improve customer service efforts. 4 4

5. Root Causes of Problem
IITs are intended for payment for the internal exchange of goods and services; they were not designed with the intent of making internal tuition payments.
Lack of a formal internal tuition payment policy.
Lack of a standardized format for internal tuition payments and approval process. 5 5

6. Solutions Created a formal Internal Tuition Payment Policy.
Created an Authorization for Financial Support Form to manage not only internal tuition payments, but also tuition waivers and remission.
Student information will be verified to the payroll system to ensure student’s eligibility to receive a direct internal tuition payment. Non-eligible students will be referred to HR Policy 17 (Tuition Assistance).
Established a formal approval process including the Colleges, the Controller’s Office and Grants and Contracts Accounting. 6 6

7. Internal Tuition Payments Policy Link
Resources
Internal Tuition Payments Policy Link
Scholarship Policy Link
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8. Contacts Kenny Grace, Bursar gracek@musc.edu 843-792-7563
Melissa Hunter
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