CU System Administration offices -- including the OUC -- will close at 1 p.m. Friday, July 1, and remain closed on Monday, July 4, in honor of Independence Day. We will reopen for normal business hours on Tuesday, July 5.
Description: When a personal expense is charged on a Procurement/Travel card, the charge should be allocated to account 013109, and the reimbursement should be deposited to the same ST and same account 013109, so the charge and deposit could offset to zero. However, in the real world, these are frequently not processed to the same ST/acct. As a result, many balances are sitting in account 013109 that need to be cleared. Many people are not aware of these, or don’t have the knowledge about how to clear them, so we made instructional videos to guide people in the departments through the process of clearing the personal charges sitting in account 013109.
Other members involved in making the videos were Rebekah Martino, and Chris Zetterholm.
Description: I have created a FileMaker database that collects data from currently unrelated campus databases – ISIS, HRMS, and OCG – to track applicant, student, and student financial / appointment information. Applicant information from ISIS/Cognos is uploaded to the database and exported to a Google Drive spreadsheet for faculty to review. Student ISIS/Cognos reports, like the enrolled student and degree reports, are uploaded to track student information each semester. Additional entries are made in the student’s database record to track critical milestones, paperwork, notes, and progress. Graduate student appointments (RA, TA, and GA) are tracked and scheduled to help PPLs monitor the appointments and changes to the appointment funding sources – from OCG data.
Description: The Federal Government reimburses the campus for the significant amount of its equitable share of Facilities and Administrative (F&A) costs associated with conducting organized research. Space costs represent more than 50% of the reimbursement; therefore, completing a reasonable space survey is expected by the University and the Federal Government.
Description: A team comprised of individuals from the Budget Office (Erika Smith, Dana Takeuchi, Linh-Thong Lo, Joy Vidalon, and Kristina Berg) and Accounting and Business Support (Laura Ragin, Leila McCamey, Elizabeth Spencer, Jenny Shao, and Rebekah Martino) completely overhauled the process by which internal sales (sales between university departments) are conducted on the Boulder campus. This involved in-depth analyses of three years-worth of historical financial data, issue identification, examination of current policies and procedures, research into policies and practices at peer institutions, development of new policies for the Boulder campus, communication with the campus community including senior management, and working with campus units to implement the new rules. This project has been entirely created and led by the Budget and Accounting offices and done without additional staff or operational resources.
Description: The Office of the University Controller offers Continuing Professional Education (CPE) courses to University employees as well as professionals from the local community. The courses are offered on a regular basis throughout the year. A majority of the course attendees are Certified Public Accountants (CPAs) and require these courses to maintain CPA certification. As a result, the University is required to issue certificates to each of the attendees to document completion of the course. When the courses were first offered, issuing the certificates was a manual process. Each certificate had to be hand signed by the CPE administrator.