Author Archives: fran

Annual Financial Reporting Online

Description:  In an effort to increase the transparency and accessibility of our financial reports, the 2013 Annual Financial Report has been produced as an HTML website. How does this benefit the University?  Benefits to the interactive HTML format include:    … Continue reading

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Using Scriptbuilder for Course Development

Description: Scriptbuilder is an MS-Word template I created shortly after joining the Employee Learning and Development (ELD) team. Using MS-Word “quick parts,” styles, and other MS-Word features, I created the tool to improve the production and consistency of our course … Continue reading

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Streamlining Cash Transfer and Chartfield Request Processes

Description:  At UCCS the cash transfer JEs and new ChartField requests are a centralized process. After fiscal year-end close, I was responsible for disposing outdated records which included backup documents for the cash transfers and ChartField requests. While making several … Continue reading

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Residence Life Streamlined Expense Reporting and Tracking

Description:  Our Residence Life department consists of 54 staff members who use the Procurement card to make about 400 purchases a month for student development programs in the Residence Halls.  For fiscal year 2013, Hall Directors used an individual paper … Continue reading

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Mail Merge for CPE Certificate Issuance

Description: The Office of the University Controller offers Continuing Professional Education (CPE) courses to University employees as well as professionals from the local community. The courses are offered on a regular basis throughout the year. A majority of the course … Continue reading

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Internal Sales Compliance Analysis Project

Description: A team comprised of individuals from the Budget Office (Erika Smith, Dana Takeuchi, Linh-Thong Lo, Joy Vidalon, and Kristina Berg) and Accounting and Business Support (Laura Ragin, Leila McCamey, Elizabeth Spencer, Jenny Shao, and Rebekah Martino) completely overhauled the … Continue reading

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Space Inventory and Survey Training Videos

Description:  The Federal Government reimburses the campus for the significant amount of its equitable share of Facilities and Administrative (F&A) costs associated with conducting organized research.  Space costs represent more than 50% of the reimbursement; therefore, completing a reasonable space … Continue reading

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APInvoice@cu.edu

Description: Since its founding in 1876, invoices have arrived at the University of Colorado on paper.  Whether hand-written, typed, or computer-generated, they all required manual handling to pick up the mail, sort the envelopes, open the envelopes, remove and date … Continue reading

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Graduate Student Tracking Database

Description: I have created a FileMaker database that collects data from currently unrelated campus databases – ISIS, HRMS, and OCG – to track applicant, student, and student financial / appointment information. Applicant information from ISIS/Cognos is uploaded to the database … Continue reading

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Expense Clearing Training Videos

Description:   When a personal expense is charged on a Procurement/Travel card, the charge should be allocated to account 013109, and the reimbursement should be deposited to the same ST and same account 013109, so the charge and deposit could offset … Continue reading

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