If you use University funds (of any type) to purchase gift cards, this training is for you!
The purchase of gift cards using University funds is subject to several conditions. Do you know what these are?
Is it new or improved? Let’s just say the Cash Receipt form that went into effect on Jan 1, 2015, is easier to follow, easier to fill out, and easier to process.
Does your department purchase gift cards? New gift card procedures take effect Feb 1, 2015.
Have you ever followed cost-sharing guidelines in the past, using the Supporting Foundation Reimbursement procedures in the University Accounting Handbook and the MOA and Invoice Template forms on the OUC Forms page? Good news: You no longer need to submit agreements, budgets, and financial statements to the Office of University Controller (OUC). Instead, you now simply need to obtain the appropriate approval before preparing to cover development-related expenses that will be incurred by non-development staff. At each campus, the Vice Chancellor for Advancement or delegate will be responsible for reviewing the activity/event and providing that approval.
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 Officer are 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 (Note: We provide links to the access request form from both the OUC and PSC Forms webpages.)