Due to severe weather, our April 16 CPE courses were rescheduled to Monday, April 29.
For more information on the two courses (Understanding Internal Controls, Cash Controls), see the CPE website at www.cu.edu/controller/cpe.
If you registered for an April 16 session, please contact CPE Program Manager, Lisa Suzanne Vallad, at cu.cpe@cu.edu to indicate your availability for the new date.
We are delighted to announce that the 2013 Service Excellence Award for CU System was recently presented to Travis Chillemi, the OUC’s Strategic Communication Technology Manager.
Sponsored by University of Colorado Staff Council (UCSC), the prestigious award recognizes individuals who have provided outstanding service to their home campus; to community, civic, and professional organizations; and to the University as a whole.
Agenda items:
Campus Updates; FYE Close Procedures; FYE Infosheet for Departments; Personal Charges; Contract Delegation Letter; CU Foundation Events/Cost-Sharing; Audit; COFRS Modernization Update; Accounting Handbook (Revenue Recognition and other chapters); Protocol Reminder for UIS Issues; Scholarship Allowance (SA) report; Annual Financial Report Web Demo.
Questions on discussion points from this and any other Campus Controllers’ Meeting should be directed to the appropriate campus controller.
Normandy Roden, the OUC's Director of Finance & Procurement Business Services, was recently appointed to the Higher Education User Group (HEUG) Membership Committee. Her focus will be on writing and editing print/online materials for distribution to HEUG members and for promotional use outside of the HEUG.
Normandy also continues for a 2nd year as Chair of the HEUG Communications Committee.
Our CPE Program wraps up the 4th quarter of FY13 with a promising day of all-new courses ... and a "back by popular demand" day of repeats. We've had a tremendous registration response and all courses are waitlisted; however, if you would like to attend, contact the CPE Program Manager, Lisa Vallad: www.cu.edu/controller/contact/staff/lisa_vallad.html.
Our latest CUSP submission describes an innovative laboratory cleaning process that saves times, maintains bioexclusion requirements, and decreases chemical/water use.
Need to request access to use the PeopleSoft Finance System or CU Marketplace?
The OUC is currently updating the Financial Systems Access Request form (on the web at www.cu.edu/ums/security/CUonly/AMPS/Forms/fin-sys-access.pdf). The revised version, which will be available later this month, will clarify roles/role descriptions and provide updated information on training requirements.
We'll let you know when the revised form is published online.
Congratulations to Cal Anderson (OUC's Director of Financial & Reporting Systems) and Jaime Mendez (Financial Systems Analyst) on their well-received presentation at Alliance 2013 in Indianapolis last month.
The talk was titled, "Business Process Improvement and Leveraging PeopleSoft Investment." It offered tips and templates for achieving both goals through the examples of PeopleSoft’s Accounts Receivable/Billing modules as well as Fiscal Certification and other innovative processes that utilize the Finance System at the University of Colorado.
The Gift SpeedType Setup procedures were recently revised to reflect an enhancement in the training assurance process.
If you work with gift monies, you already know that responsible individuals must be identified for every gift via the assignment of fiscal roles in the Finance System. You also know that all individuals with fiscal roles on Gift (Fund 34) SpeedTypes are required to complete gift fund management training.
