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TRANSCRIPT
In This Issue
CA
M
PUS CONTROLLER’S OFFICE presen
ts FI$CAL NEWS
Bursar’s Office | CCO Compliance | General Accounting
Sponsored Projects Accounting
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Tentative Administrative Policy Statements (APSs) Under Review
Closeout Update from Sponsored Projects Accounting (SPA)
Help Us Improve the CCO Fiscal News
UNP Transfer Schedule 2017 - 2018
Become a CU Advocate
New CU Boulder Campus Map
PeopleSoft Finance System Training
PSC No Agenda Forum
AUGUST 2017
Campus Controller’s Office www.colorado.edu/controller2 3
. INSTRUCTIONS .Click here to access full descriptions
and to add an event to your personal calendar.
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AUGUST 2017
• Check for unposted Aug journals to correct, approve, or delete
Reminder: please do not create, validate, or approve Aug JEs after 6:00 pm
• Finance System Campus Close for Aug – 6:00 pm
• Aug allocations run and Finance System closes - do not create, validate, or approve any Aug journals today
• All unposted Aug Journals will be deleted starting at 10:00 am
• CIW is now updated with month-end closing entries. Aug statements are ready for review and reconcilitation
• Creation, validation, and dept approval of JEs for Fund 30/31 projects, PETs, and Fund 34 gift fund journals due for Aug - 5:00 pm
• Deadline for fully approved expense reports
• Allocation changes and creates due for Aug business. Email:
• Sales tax documentation for the previous month’s sales tax is due from departments. Email: [email protected]
• July allocations run and Finance System closes
• CIW is now updated with month-end closing entries. July statements are ready for review and reconciliation
• Check for unposted July Journals to correct, approve, or delete
Reminder: please do not create, validate, or approve July JEs and PETs after 6:00 pm
• Finance System Campus Close for July 2016 – 6:00 pm
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• Campus Closed - Labor Day
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• All unposted July Journals will be deleted starting at 10:00 am
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SEPTEMBER 2017
Campus Controller’s Office4 www.colorado.edu/controller 5
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CCO UPDATESCCO is pleased to announce that SPA has begun to close-out projects once again! To meet our goals in FY18 to close as many projects as possible, we are putting together a team, led by James Lei, to aid as we catch up the backlog. Allow us to introduce them:
• Our regular closeout aces: Zahid Ashrafi, Sylvia Estrada, Diana Vidal
• Closeout temp staff: Andrew Norman, Jonathan Qin - and we are looking for a couple more
• Short-term help from Huron Consulting: Rochelle Kane, Celanire Flagg, and Chizoma Ekechukwu, led by Chris Tuite
Closeout Update from Sponsored Projects Accounting (SPA)The team has already started reaching out to some departments. As they contact you, please work directly with them as you would our regular close-out staff. Since go-live, our list of projects ready to close has steadily grown. With your help, we can tackle this task in FY18!
The Office of Policy and Efficiency (OPE) provides access to university policies and supports efforts to increase efficiency and effectiveness in university policies, processes and practices.
PolicyWith input from system policy managers and campus policy liaisons, OPE maintains the university-wide policy making process; facilitates the development, review, approval, communication and maintenance of university-wide policies; and acts as the official repository and point-of-contact regarding university-wide policies.
Efficiency and EffectivenessOPE initiates and supports efforts to increase efficiency and effectiveness at System Administration and the university.
Tentative Administrative Policy Statements (APSs) Under Review
The Campus Controller’s Office wants to sincerely thank you for taking a moment to give us feedback regarding our monthly newsletter.
We realize you are innundated with information from across the campus and want to ensure we streamline our communications efforts.
Please take a moment to complete our online survey:https://cuboulder.qualtrics.com/jfe/form/SV_9t0aannWNgeZ1hX
You are always welcome to submit article ideas to [email protected].
Help Us Improve CCO Fiscal News
The 2018 Unrestricted Net Position (UNP) transfers will begin on 8/3/2017 for July close. This is a journal entry entered by the Campus Controller’s Office in order to cover any deficits in Fund 10 SpeedTypes that are linked to Fund 72 SpeedTypes.
Any Fund 10 SpeedType with a negative balance before encumbrances that is linked to a Fund 72 SpeedType with enough balance to cover the deficit will be included in this journal entry.
An amount equal to the deficit will be transferred from the Fund 72 SpeedType to the Fund 10 SpeedType.
Click this link to see the full Transfer Schedule.
UNP Transfer Schedule2017 - 2018
The following actions have been proposed to the campus Chancellors and the University President regarding five Administrative Policy Statements. If approved, these changes would become effective in August 2017.
Area Rescissions RevisionsHuman Resources 5020 - Delegation of Personnel
Authority for Employees Exempt from the State Personnel System
5009 - Performance Ratings for University Staff5024 - Tuition Assistance Benefit5054 - Hiring Retirees to Work in Staff Positions
Students 8006 - Acceptance of Prior Learning Credits
Of note:• 5024 - Tuition Assistance Benefit has been the subject of significant discussion and vetting through Human Resources, the Chief
Financial Officers, and faculty and staff governance. Click the link to the Tuition waiver pilot program CU Connections article for more information
• Updates are being made to 8006 - Acceptance of Prior Learning Credits to ensure compliance with recent changes to Colorado Commission on Higher Education (CCHE) policy and legislative changes from HB17-1004
In addition to the above formal actions, the Human Resources area made non-substantive clean-ups to the following APSs:• 5049 - Leave Sharing for University Staff, Faculty on Twelve-Month Appointments and Classified Staff• 5050 - Background Checks
Looking ahead:The Office of Policy and Efficiency will break from the standard twice-per-year APS approval protocol over the next year or so. This will allow the university to respond more rapidly as the formal review of all Regent Laws and Policies progresses. Click the link to the Regent Laws and Policies Review page for more information.
Policies expected to be under review between now and January 1, 2018, include:• APS 7009 - Protection of Children Participating in University-Run and University-Contracted Programs for Children. A Fall approval is
anticipated. This policy has been vetted with CU Boulder campus counsel, compliance coordinators, and Risk Management. • APS 1013 - Intellectual Property Policy on Discoveries and Patents for Their Protection and Commercialization. The policy needs to
be updated to reflect changes in the reorganization of the technology transfer activities at System Administration.• APS 5023 - Letters of Offer for University Staff. The policy needs to be revised to include provisions approved by the State of
Colorado regarding multi-year contracts for university staff.• APS 8012 - Special Tuition Status. The policy needs to be revised to comply with new legislation relating to special tuition status for
military and Olympic athletes.• Several Academic Affairs APSs as a result of the recent approval of changes to Regent Laws and Policies (Article 4, Policy 4, Article
8 and Article 9). For more information, visit: http://www.cu.edu/ope
Campus Controller’s Office6 7www.colorado.edu/controller
&TrainingEvEnTs
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Technical Corrections
Made to Uniform Guidance for
Federal Awards
Join us for PeopleSoft Finance System Training. This course is geared toward new employees and provides basic information on fund accounting, budget theory and how to access and use the system. This includes navigation, chartfields, reporting and journal entries (JEs).
This month’s class will be hosted on August 8, 9:00 am - Noon. Classes are held on the East Campus in the Marine Street Science Center (MSSC), located at 3125 Marine Street, Room W179.
To Register:
1. Log into myCUinfo portal2. Select the Nav bar icon in the top right corner of the portal (the image that looks like a top or diamond in a circle)3. Click Training4. Select Start SkillSoft5. Click the CU Boulder button6. Scroll to Instructor Led Training (ILT) on the left-side navigation7. Click UCB: PeopleSoft Finance Training8. Click Enroll
From this screen you may also withdraw, or view details regarding the course.
Please contact your Area Accountant if you need assistance in the meantime. Thank you.
PeopleSoft Finance System Training
Join the Procurement Service Center (PSC) on August 1 for a “No Agenda” forum. During the session, you are invited to visit and move around from table to table to glean information on topics that are important to you. Topics include:
• Commercial Card• Concur• CU Marketplace• Payable Services• Strategic Procurement• Travel• Purchasing Services• Small Dollar Threshold
Bring your procurement-related questions.
Register at: http://www.cvent.com/events/2017-procurement-service-center-august-no-agenda-forums/event-summary-c84b3f5626ee4517a0af311b86f67c25.aspx.
PSC No Agenda Forum
Have you wanted to meet or write to your elected official about critical legislative matters to CU? Have you thought about host-ing a gathering in your community on the importance of higher education? Have you thought about inviting a CU faculty expert to speak to your company or at a community forum on important topics? Have you wanted to help recruit students to CU?
The Office of the President launched CU Advocates in October 2011 to educate and engage a network of individuals who want to get involved with the University of Colorado and promote CU’s contributions around the state to elected officials, the media, and within business and civic communities in Colorado.
As a member of CU Advocates, you can:
• Stay apprised of critical higher education legislative and policy issues• Learn about CU’s value and contributions to Colorado and beyond• Help ensure that CU’s voice is heard around our communities and throughout Colorado, in the state Capitol, and in Wash-
ington, D.C.• Promote CU in your community and to prospective students and parents• Volunteer at a CU campus of your choice, host a CU event in your community, hold a legislative coffee, and invite a CU
expert to speak at your business or in your community on relevant topics• Help shape policy and public opinion by using the advocacy tools provided on the cu.edu website and in advocacy emails • Share your story of CU’s importance to Colorado and to you personally. These stories help put a face on the university and
provide compelling evidence for state investment in higher education• Be eligible for discounts on athletic tickets and on CU apparel
CU Advocates program is a grassroots effort, aligned with CU’s operations in alumni relations, fundraising, government rela-tions, admissions and campus outreach. The goal is to find and develop opportunities to connect more people with the cam-puses.
CU Advocates receive invitations to special advocacy-only events as well as complimentary tickets to campus activities includ-ing sporting events. New members receive a welcome packet including an advocacy guide, CU pin, luggage tags and cou-pons for discounts on CU apparel.
Join CU Advocates and be on your way to making a difference. Please visit to: www.cu.edu/cuadvocates or call 303.860.5622.
CU Advocates is sponsored by the CU System Office of the President.
Become a CU Advocate
“The Boulder campus has a new online map, and it goes way beyond what you might expect. It’s not just about building locations anymore. The new CU Boulder campus map lays out resources to help the campus community and visitors navigate the area six ways from Sunday . . . and Saturday.”
The map has clickable layers showing everything from wheelchair-accessible sidewalks and building entrances to computer labs; construction zones; ATMs, dining options; public parking; bus, bike and car-share locations; and more.
Check out the map by clicking this link to http://www.colorado.edu/map/.
For more information, please read the article in CU Boulder Today titled “New campus map takes wayfinding to the next level.”
New CU Boulder Campus Map
Campus Controller’s Office3100 Marine Street, 4th Floor, 579 UCB
Boulder, CO 80309-0579
phone 303.492.3166
email [email protected]
web http://www.colorado.edu/controller
editor [email protected]