Controllers’ Meeting Agendas

The Campus Controllers and University Controller meet monthly, September through June. Questions on discussion points from any meeting should be directed to the appropriate campus controller.

Controllers’ Meeting Agenda: April 21, 2025

Campus Updates
APS 7010 Red Flag Identity Theft Prevention
Tariffs
Official Function Updates in Concur
Fiscal Year 2025 Update

Controllers’ Meeting Agenda: March 17, 2025

Campus Updates
IT Gov. Procurement Phase IV
Official Function Threshold
Exceptions to Finance Procedures: University and Campus Controller Review/Approval
Internal Audit Findings on Executive Expenses

Controllers’ Meeting Agenda: February 18, 2025

Campus Updates
Financial Policy Review and Redesign Initiative-POI Involvement in Procurement, Conclusion
OnBase
Signatory Directives
A/R Collections

Controllers’ Meeting Agenda: January 21, 2025

Campus Updates
AO Expense Report Review
PUM and ODOI
Concur Travel Allowance Update
Financial Policy Review and Redesign Initiative-POI Involvement in Commercial Card Program

Controllers’ Meeting Agenda: December 16, 2024

Campus Updates
Cloud Discussion
Amazon Launch Update
Gift Fund Utilization
Official Function Per-Person Limit
Financial Policy Review and Redesign Initiative-Focus on POIs

Controllers’ Meeting Agenda: November 18, 2024

Campus Updates
PIE
GLBA Contract Clause and QI
Amazon Launch
Concur Travel Allowance Update (early 2025)
Update on PV Form Access
Financial Policy Review and Redesign Initiative-Teams and Timelines
Adding Expense Account Code 487618 (Open Access Publishing Charges) to Concur
GASB 101 Compensated Absenses
Tuition Discounting

Controllers’ Meeting Agenda: October 21, 2024

Campus Updates
PSC Project Updates
Lyft Tax Exemption Process
Procurement Card Audit
OnBase Staffing
PIE
Asset Capitalization Threshold
Audit Update & Feedback

Controllers’ Meeting Agenda: September 16, 2024

Campus Updates
GDS (Global Distribution System) Update in Concur
OnBase
m-Fin Reporting Check-in
Overpayment Process
Tuition Discounting Accounting Changes

Controllers’ Meeting Agenda: June 17, 2024

Campus Updates
Discuss APS 4024 Travel Authorization
CUF General Touch Point – Year-End
Update on GDS Change in Concur Travel

Controllers’ Meeting Agenda: May 20, 2024

Campus Updates
Third-Party Independent Contractor Platforms
GASB 101 Compensated Absences
Tuition Discounting Accounting Changes

Controllers’ Meeting Agenda: April 15, 2024

Campus Updates
IT Auctions
Barthwell Supplier Diversity Assessment
Micro-Purchase Threshold
Capital Assets & the New Requisition Forms
Updates to Procedure Guidance in the Study Subject Payment Policyms
Campus/CU Remote Work Policies
New OUC Forms Website and Forms Project (continued)
New Concur Categories

Controllers’ Meeting Agenda: March 18, 2024

Campus Updates
Worldspan to TravelPort +
Declining Balance POs
Requisition Redesign/Controller Sign-Off Form
PSC Virtual Office hours
Micro-Purchase Threshold
Fisher Scientific Strategic Agreement
GLBA Updates
New OUC Forms Website and Forms Project

Controllers’ Meeting Agenda: February 20, 2024

Campus Updates
Close Dates for FY2024
PSC Travel Update
GLBA Compliance Letter
Accounting for and Reporting Financial Aid as a Discount
Cognos Upgrade and PUM

Controllers’ Meeting Agenda: January 16, 2024

Campus Updates
Commercial Card Closures and Credit Reductions
Quick Reference Card Update
Auxiliary Types
FIN PUM Update and Cognos Upgrade from Version 11 to 12
Fund Transfer Table on OUC Website
GLBA Status
Status of Reclassifying Certain Restricted Designated as Restricted Expendable that should be Unrestricted

Controllers’ Meeting Agenda: December 12, 2023

Campus Updates
Disclosure of Interests
Official Function Approval Requirements
Recognition & Training Proposed Modifications
Campus GLBA Status Update
FY 2023 Audit

Controllers’ Meeting Agenda: November 14, 2023

Campus Updates
Pay in Arrears
Travel Cards for Type 15 POIs
Negative Auxiliary Enterprise Net Position Classification
GL Coding Related to RE to U Reclass
Officer Disclosure of Interest

Controllers’ Meeting Agenda: October 16, 2023

Campus Updates
BEX Reimbursement
GLBA
Procurement’s Third-Party Resources
Changes to YE Calendar due to extra vacation day
Coming Changes to the Commercial Card Application Process
Update on CUF’s GL Transition
Non-Research Related Restricted Funds (Grants)
Gift Card Authorization Request (GC) Form-OnBase Development Update

Controllers’ Meeting Agenda: September 18, 2023

Campus Updates
Solicitation Advertisements
Costco Membership
BEX
Use of Airbnb
Hybrid work and guidance on travel/expenses
Introduce New Treasurer
Unclaimed Property Update
Claim on Cash Training
Tender Refunding
GLBA
Tuition Discounting

Controllers’ Meeting Agenda: June 13, 2023

Campus Updates
IT Procurement, Performance Measurement Reporting, Supplier Website, and Knowledge Base
Special Provisions
Procurement’s Third-Party Resources
Changes to YE Calendar due to extra vacation day
Coming Changes to the Commercial Card Application Process
Update on CUF’s GL Transition
Non-Research Related Restricted Funds (Grants)
Gift Card Authorization Request (GC) Form-OnBase Development Update

Controllers’ Meeting Agenda: May 15, 2023

Campus Updates
Data Governance
CU Foundation System Conversion to CU Ascend
ePERS Approvals
Travel for Students Representing CU
Accounts Flagged AP/PO Allowable in Marketplace

Controllers’ Meeting Agenda: April 17, 2023

Campus Updates
Quick Reference
Gift Card Authorization Request (GC) Form: OnBase form, testing, go-live plans
Recognition & Training Procedures-Run through proposed modifications
Official Functions: Approval requirements
Cash Control Procedures: Run through proposed modifications

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