Questions on discussion points from any meeting should be directed to the appropriate campus controller.

Controllers’ Meeting Agenda: March 20, 2023

  • Campus Updates
  • Proposed used of ARPA funds
  • Response to DOE letter received by CU
  • Accounting Handbook – Cash Control Procedures Review 
  • Accounting Handbook – Sponsorships Procedures Review 
  • News from UIS 
  • Fiscal Year-End Calendar 
  • Recognition & Training Procedures – Revision 

Controllers’ Meeting Agenda: February 21, 2023

  • Campus Updates
  • Banking Services Contract
  • Procurement Controller Approvals
  • Tip Tolerance
  • Business Expense Substantiation & Tax Implications status updates
  • Potential Energy Tax Credits
  • Account Code for Data Sharing

Controllers’ Meeting Agenda: January 17, 2023

  • Campus Updates
  • PSC – Thresholds for Services
  • APS 2005 Contracting Authority-under review
  • Business Expense Substantiation & Tax Implications: revised procedures status update
  • Gift Card Authorization Request (GC) Form- OnBase update
  • Petty Cash for Student Needs
  • 117 Audit Recommendations
  • GASB 94
  • GASB 96
  • Encumbrance Topic for Multi-Year Runs

Controllers’ Meeting Agenda: December 13, 2022

  • Campus Updates
  • New Bid Thresholds
  • FAMLI Accounting Codes
  • APS 4012 Fiscal Misconduct Reporting
  • APS 1024 Sabbaticals
  • Tuition Discounting for Public Institutions
  • OnBase Forms and Fiscal Year End Calendar
  • Disaster Recovery Plan Update Process
  • m-Fin Available Balance for Clinical Trials and Program Income

Controllers’ Meeting Agenda: November 15, 2022

  • Campus Updates
  • Bid Thresholds
  • Business Expense Substantiation Revised Procedures: Follow-up
  • Accounting Handbook Sponsorships Procedures-Review
  • Tax Offset 

Controllers’ Meeting Agenda: October 17, 2022

  • Campus Updates
  • Employee Business Expense Reporting
  • VAT Reclaim Discussion
  • Changes to Special Provisions
  • Excel Training
  • HLC Reporting
  • Official Functions

Controllers’ Meeting Agenda: September 19, 2022

  • Campus Updates
  • Meet and Greet: Cristal Swain-PSC
  • IT Procurement Terms & Conditions Update
  • Sensitive Expense
  • Official Functions Policy/Recognition
  • Procurement Thresholds and Sponsored Research
  • Bitcoin
  • Information Security APS 6005 Update
  • Higher Learning Commission
  • GASB 96-SBITA
  • CU Foundation Introductions: Charlene Laus, Liz Sayer

Controllers’ Meeting Agenda: June 20, 2022

  • Campus Updates
  • $85 Threshold per Person Policy 
  • HLC Ratios 
  • Remote Employee Travel/Expenses 
  • Fair Wage Fee 
  • Dependent Care Expenses 

Controllers’ Meeting Agenda: May 16, 2022

  • Campus Updates
  • Custodial Endowments
  • PSC Updates
  • Concur Modules
  • Remote Employee Travel/Expenses
  • Fiscal Cert Populations Due May 24

Controllers’ Meeting Agenda: April 18, 2022

  • Campus Updates
  • Campus Updates on GASB 87 Implementation
  • GASB 96
  • State Exhibits 

Controllers’ Meeting Agenda: March 21, 2022

  • Campus Updates
  • Clean-up of Concur Expense Types and Mapping to GL Account Codes
  • Regent Foreign Gift Reporting
  • GASB 87 Status
  • Documentation for Security Audit Finding
  • Campus/OUC Initiative Alignment
  • Confirmation of Two APS Changes
  • Official Function Form

Controllers’ Meeting Agenda: February 21, 2022

  • Campus Updates
  • Ship-To Address in Marketplace
  • GASB 87-Leases Update