A record number of submissions made. A record number of submissions posted. And an exciting Expo where CUSP Finalists described their best practices to a host of interested colleagues.
This year’s CU Shared Practices Program culminated in the announcement of five award winners. Top honors – the University Controller’s Award for Excellence – went to E-Storage for Research Administration, submitted by Office of Contracts & Grants-Boulder Campus (Steve Sheldon, Garrett Steed, Melissa Englund, Roger McCormick, James Uhes, Stefanie Furman, Beth Kingsley, Sharon DeCarlo, Justin Mack, Andy Wang, and Bev Baran).
Additional award winners were:
- Annual Financial Reporting Online, submitted by Office of University Controller-CU System (Travis Chillemi)
- APInvoice@cu.edu, submitted by Procurement Service Center-CU System (Charlene Lydick, Amy Gannon, Kaye Stewart-Hicks, Elizabeth Bentley, Carolyn DeTemple, and Pamela Andrade)
- Expense Clearing Training Videos, submitted by Accounting & Business Support-Boulder Campus (Jenny Shao, Rebekah Martino, and Chris Zetterholm)
- UCD Events Management System, submitted by Office of Associate Vice Chancellor for Administration-Anschutz Medical Campus (Layna Breyare)
Most of the accepted submissions were represented at the Expo, and staff from all campuses took advantage of this unique opportunity to learn about them. During the formal program, Senior Vice President & Chief of Staff Leonard Dinegar spoke about the importance of sharing successes in redesigned business processes. CUSP Program Coordinator Frances Chapman applauded the finalists for their hard work, noting that all were truly winners since their submissions had been well vetted prior to being posted to the CUSP website. Assistant Vice President & University Controller Robert Kuehler underscored his commitment to support and expand the program and highlighted the ingenuity and talents of employees throughout the University.
Congratulations to the award winners … and to all the CUSP Finalists for 2014! We’ll be highlighting many of them in future news articles.
The following topics are on the agenda for the June Controllers’ meeting:
Campus updates; July 1 policies/procedures; NACUBO Innovation Award; Proposed signature threshold on contracts; Advancement changes; FIN upgrade update; Audit update; Introducing Jacob Malson (Accounting Services); Fund 98 split between 1100/1900 in COFR; Tax updates; CUSP awards/recap.
Questions on discussion points from this meeting – or any other Controllers’ meeting – should be directed to the appropriate campus controller.
On the Finance System Calendars tab at www.cu.edu/controller/finance/, you’ll now find two options under the listing, “FY 2014 Year-End Calendar.”
You can keep track of all the fiscal year-end deadlines by using the traditional Excel Year-End calendar. In addition, the popular Google Year-End Calendar format from last year has returned for FY 2014.
The Google version lets you select the department (PSC, for example, or Employee Services) whose processing dates and information are of greatest interest to you. Or, if you feel ambitious, look at “All” processing dates.
Do you like what you see on the Fiscal Year-End Calendars? Then post a comment below and tell us about it!
Leading through excellence in people, vision, and technology …
As you peruse the goals and mission statements of the Office of University Controller (OUC), you can see the words that guide us. Our website outlines how the OUC directly supports the University’s mission by:
- Administering and enhancing CU financial and reporting systems
- Establishing internal controls to record, report, and safeguard assets
- Ensuring CU’s tax compliance
- Leading the CU community in understanding and fulfilling fiscal responsibilities
- Expanding and enhancing fiscal communications
- Prioritizing delivery of outstanding customer service
Now we have another way to summarize priorities and accomplishments, moving from words to numbers as we present the OUC Metrics.
The OUC measures its performance and reports on it annually. For recent highlights, see our OUC Metrics Report 2014 – now available online and updated each January at www.cu.edu/controller/metrics/.
Did you know? … You can tell us what you think – of our metrics, of our performance – at www.cu.edu/controller/feedback/.
Already helpful … and now more so. As of last week, the m-Fin PROJECT FINANCIAL STATUS report offers a SpeedType prompt and a Fund prompt.
When you choose to run the report by SpeedType, you’ll see a SPEEDTYPE prompt appear again, on the HTML output page. Ready to run a new report when you are!
When you choose to use the Fund prompt, you’ll get to pick from the report’s available project funds (30, 31, 35), for example, to further target the report to a specific Org code or Principal Investigator (PI).