Fiscal Certification & Assessment (mandatory for designated individuals)
Annually, the University of Colorado is required to certify the accuracy and completeness of its financial statements and the effectiveness and sufficiency of its internal control structure. To assist in this process, officers are asked to complete an annual, mandatory fiscal certification. Other individuals with a significant level of fiscal authority -- including Principal Investigators (PIs) heading up projects or programs with combined expenses or budget of $2 million or more for the fiscal year under review -- are asked to complete an annual, mandatory fiscal assessment.
To begin, log in to your campus portal. Click on the CU Resources Home drop-down menu and select Business Tools, then click on the Fiscal Cert & Assessment tile.
The following resources provide training on how to complete the mandatory process:
- Fiscal Cert - Assigning Delegates
- Fiscal Cert - Acting as a Delegate
- Fiscal Cert - Setting Due Dates
- Fiscal Cert & Assessment - Completing the Process
Voluntary Fiscal Assessment
A separate, voluntary version of the fiscal assessment is available to all employees on a year-round basis. Completion of the voluntary assessment does not fulfill the obligation of those individuals who are designated to participate in the annual mandatory assessment. To begin, log in to your campus portal. Click on the CU Resources Home drop-down menu and select Business Tools, then click on the Voluntary Fiscal Assessment tile.