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 Officerare 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.