Congratulations to Travis Chillemi, the OUC’s Strategic Communication Technology Manager! Travis recently earned a CU Shared Practices (CUSP) award for his radical redesign of the University’s Annual Financial Report.
The following topics are on the agenda for the June Controllers’ meeting:
Campus updates; July 1 policies/procedures; NACUBO Innovation Award; Proposed signature threshold on contracts; Advancement changes
The following topics are on the agenda for the May Controllers’ meeting:
Campus updates; ATF Justification; Fund 80 processes; APS 2003-Coordination of Audits; APS 4058-Budget and Finance Reporting; APS 4060-Crowdfunding; CORE update; FIN Upgrade update; CUSP presentations.
Questions on discussion points from this meeting – or any other Controllers’ meeting – should be directed to the appropriate campus controller.
We’ve seen another record year for submissions to the CU Shared Practices (CUSP) recognition program. Please take some time to peruse the 19 postings currently on the CUSP 2014 website (www.cu.edu/controller/initiatives/cusp/?cat=6).
The CUSP submissions will be presented to the campus controllers and CUSP voting body in May. Awards for the best-of-the-best practices will be announced at an event in June.
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.