The January 1 semiannual update cycle includes a few changes to policies, procedures, and forms. Among them:
Alcoholic Beverages: Administrative Policy Statement, PSC Procedural Statement, and Official Function form clarify approval requirements when Fund 36 (development) monies are used
Mileage Rates: PSC Procedural Statement Travel, Non-Employee Reimbursement form, and Concur Travel & Expense System updated to reflect mileage rates in effect as of Jan 1 (new standard rate is 50 cents/mile)
As of Sept 26, individuals with any SpeedType fiscal role except Officerare eligible to be approvers in CU Marketplace.
What's changed: The Marketplace now recognizes Fiscal Principals and Fiscal Managers in addition to Fiscal Staff approvers.
What hasn't changed: Individuals who want approval capability in the Marketplace still need to request that authorization via the Financial Systems Access Request form ... in addition to making sure they have an appropriate SpeedType fiscal role.
We’ve recently updated select financial and procurement guidance and forms; the revised versions were posted on the OUC and PSC websites effective July 1.
The changes are largely due to questions and new processing associated with the transition of approximately 150 CU Foundation development employees to the University. The focus of these employees' work is donor cultivation, solicitation, and stewardship.
Many of the changes to policy, procedure, and form are minor – for example, adding references to the new advancement/development fund (Fund 36) to some of the OUC and PSC forms.
Need access to financial transaction update or inquiry? (FIN? Cognos? Marketplace? Procurement or Travel Card?)
Now there's an easy way to find out what training is required or recommended. The new Quick Reference Guide to Access & Training Requirements identifies the appropriateonline courses -- and the occasional live class -- for multiples systems. In addition, the resource explains how to request the desired access and provides links to specific application forms.
Need access? If you're looking for authorization to use the PeopleSoft Finance System and/or CU Marketplace, look no further than the improved Financial Systems Access Request form available online at www.cu.edu/ums/security/CUonly/AMPS/accessrequestforms.php. (Note: We provide links to the access request form from both the OUC and PSC Forms webpages.)
Our Finance Forms page (www.cu.edu/controller/forms) has a new member: the CAMSA, or Capital Asset Management-System Administration, form.
The new form is designed to improve the process of tracking and recording capital assets in the PeopleSoft Finance System, Asset Management module. System Administration staff should complete the form when a capital asset is purchased and submit it to the OUC according to form instructions.
The Office of University Controller recently presented Town Hall sessions to share accomplishments and initiatives with campus staff and hear their thoughts and questions.
Effective January 1, we’ve placed the new CU brand on a number of finance forms, including Cash Receipt, Fundraising Authorization, Gift Fund, and Gift in Kind Acceptance. (The IN and Journal Source Code forms will be revised shortly to enhance functionality in addition to presenting the new CU logo.) You’ll find the forms, as always, on the OUC’s Finance Forms webpage.
