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