The Office of University Controller now offers a more customized approach to assist organizational units in conducting fundraising events.
Departments can request an in-person training session with the OUC's Fundraising & Gift Compliance Specialist, Karen Ichiba. The session can focus on a specific topic or planned upcoming event, or can be a general discussion on what you need to know to conduct a University-sponsored event.
Questions? Want to set up a session? Contact Karen.Ichiba@cu.edu or 303-837.2125.
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)
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.
The Office of University Controller recently presented Town Hall sessions to share accomplishments and initiatives with campus staff and hear their thoughts and questions.
Each session included a presentation, Q&As, and opportunity for small group discussions on areas of particular interest to individual participants.
If you missed the Town Halls - or would like to revisit them - you can run through the materials online.
Fall 2012 OUC Town Hall materials →
We’re pleased to announce that the recent round of fundraising event training and issues forums were well attended and well received. We’ll publish session handouts on the OUC website soon. In the meantime, stay up to date on this topic by bookmarking our Fundraising Event Compliance page at https://www.cu.edu/controller/policiesandprocedures/fundraising.html.
You can sign up now for OUC-sponsored Fundraising Event Training. Learn all about policies/procedures, responsibilities of org units and campus/System controllers’ offices, and compliance issues relating to sales tax, gift tax receipting, and sponsorships. Also look for the additional Issues Forums at some campuses.