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Calendar Year 2008

  • Labor Day production schedule — Entries in PeopleSoft after 6:00 pm Friday August 29 in FIN and HR will be processed Tuesday night and the reporting database will reflect changes on Wednesday morning. 8/27/08

  • July is closed and reports are available— The FIN reporting database and CIW are updated with July month-end transactions. The month-end reports are available in the portal. 8/8/08

  • ABS August newsletter — Now available. 7/31/08

  • Maggie Young of SPA has been promoted to Accountant I. She assumes the duties of Meg Thompson in General Accounting starting August 4. 7/28/08

  • Hands-on fiscal certification labs — To assist Officers and certain middle management employees to complete fiscal certification or fiscal assessment requirements. Advance registration required. More info. 7/28/08

    Boulder Campus Fiscal Certification Lab Schedule

    Boulder

    August 27

    1:30-4:30 p.m.

    Duane G116

    Boulder

    August 29

    Cancelled due to no registrations.

  • Supporting detail requests due now — Supporting detail requests for balance sheet accounts (A/R, deposits held in custody, etc.) were sent to departments via email on Monday, July 21. Please note that you do not need to supply details for account 012701–AR-CU Foundation. Instructions. 7/21/08

  • Do not post July journals today, Tuesday, August 5 — Journals with a July date should not be created, validated or approved today due to month-end close processes. 8/5/08

  • Final June reports available in the portal and on-demand. 7/21/08

  • OCG Compliance Training — OCG has put together a comprehensive training on a wide variety of compliance issues such as PERS, conflicts of interest, human research, etc. Wednesday, July 23, 8:30 – 11:00 in ARC, room 620, 3100 Marine Street. Registration required. Read more. 7/15/08

  • Friday July 11 — Journals with a June date should not be created, validated or approved today. 7/10/08

  • 1st close reports correction — Cash rollup account entries inadvertently appeared on June's 1st close reports and affected Amount Available balances. These entries were reversed Monday night (July 7). Read more. 7/7/08

  • All Payment Vouchers that were processed with the June checkbox on July 1 & 2 were posted as July business not June business. OUC is aware of the problem and it will be fixed on Monday and will be reflected in your speedtypes as June business as of Tuesday morning July 8, 2008. 7/7/08

  • Nominate an ABS employee who has demonstrated outstanding service or accomplishments. Nominations accepted online thru Friday, July 18. 7/3/08

  • Thursday July 3 — Journals with a June date should not be created, validated or approved today. 7/3/08

  • Lori Haynes is the new accountant in SPA’s project modification and SPINS position formerly held by Lauren Caraballo, who was promoted to a SPA grant accountant. Lori is a former UCB employee. 6/24/08

  • Sharon DeCarlo is the new SPA grant accountant in the position formerly held by Leila McCamey, who is now an area accountant. Sharon formerly worked at the Old Main Financial Service Center. 6/24/08

  • Chris Seymour accepted a position with PricewaterhouseCoopers but he is assisting part-time through year end close. Many thanks!  6/20/08

  • Bring your dog to work day was well supported by ABS. 6/20/08

  • Jenna Hamilton was hired as the new Loan Fund/Property accountant. Jenna succeeds Chris Seymour. 6/17/08

  • Black Box & year end — The deadline to load your final June Subsystem feeds via the "Black Box" will be Tuesday, July 1 by 6:00pm. Please be sure that you give any feeds you load on July 1st a 06/30/2008 date! Note: July 1 is the deadline for all remaining subsystems whether they feed by way of the Black Box or through the UIS mainframe with the exception of ACARD (Close is July 7 at 3:00pm) and Accounts Payable (Close is July 10 at 6:00pm)6/20/08

  • Brown bag Thursday — OCG and SPA will host the June Brown Bag Lunch this Thursday, June 12th from 12:00-1:30 in the UMC, Room 425. 6/10/08

  • How to fix reallocation mistakes — SPA has been seeing an increased number of JEs to correct reallocation errors. Most Procurement Card reallocation mistakes should be fixed in the ACARD system, not in the Finance System. Read more on the topic. 6/9/08

  • May is closed & reports are available — The month-end close for May 2008 is complete. The FIN reporting database and CIW are updated with May month-end transactions. The Month-end burst reports are available in the portal. Printed reports for select departments should be available for distribution by Wednesday, June 11 or sooner if possible. updated 6/9/08

  • Office of Cash Management year end memo — Cash processing info & deadlines for fiscal year end. 6/3/08

  • Fiscal Certification training — Wednesday, June 11, 9:30-11:30am, in Humanities 250. Recommended for anyone who will be completing the Fiscal Certification or the Fiscal Responsibilities Assessment and Acknowledgement process. Training will also be valuable to Officers' assistants (or other potential delegates). Registration not required. More info. 6/3/08

  • Leila McCamey moved from SPA and is the new Area Accountant for Provost and Executive VC for Academic Affairs–A&S Units; VC for Administration Units; Senior VC and Chief Financial Officer Units. She succeeds Linda Kasey who has been filling in and helping immensely. 6/2/08

  • Samantha Gregory will be helping temporarily in Property Accounting. 6/2/08

  • Sutha Thanikasalam will take over Leila's McCamey’s agencies. Sutha’s agencies will go to Sharon DeCarlo. 6/2/08

  • Expenditure Control suspended — Expenditure Control is turned off until further notice in support of operational efficiency. Click to learn more. 5/30/08

  • Corrected year end Procurement Card Instructions — are now posted with a few minor changes. These Instructions were sent to the ABS email list on Friday May 23 along with the Year End Memo. 5/23/08

  • Friday May 23 was last day to submit inactivation requests — Requests to inactivate FOPPS must be received by ABS by 5/23/08. FOPPS will not be inactivated during June. Send requests to accounting@colorado.edu. 5/23/08

  • No FIN or HR processing on Memorial Day — Production Services will be closed on Monday, May 26th, for the Memorial Day holiday. No FIN nightly or HR nightly processing will run on that night. Anything entered in PeopleSoft after 6:00 pm Friday night May 23rd in FIN and HR will be processed Tuesday night and the reporting database will reflect the changes on Wednesday morning. 5/20/08

  • FY09 fringe benefit rates — FY09 fringe benefit rates have been approved and are posted on our Benefit Rates page. 5/8/08

  • Post Award Administration Training — Wednesday, May 21, 8:30–11:00 in ARC, 3100 Marine St, Room 248. A collaborative training offered by OCG & SPA. Registration required. Click for details. 5/8/08

  • Demetria Ross recently graduated from the 2007-2008 University Perspective program where she delivered a part of the commencement address. See photo of Demetria and the graduating class. 5/7/08

  • April is closed — The month-end close for April 2008 is complete. The FIN reporting database and CIW are updated with April month-end transactions. The month-end burst reports should be available in the portal by noon Monday, May 12. Printed reports for select departments should be available for distribution by Wednesday, May 14 or sooner if possible. 5/6/08

  • April 24th Post Award workshop cancelled — OCG Training Modules IV & V scheduled for April 24 and May 22, respectively, have been cancelled. New dates will be announced when confirmed. 4/22/08

  • OUC & PSC spring forum May 2 — Get the latest on timely topics of interest. Friday, May 2, 9:30-11:30am, UMC room 235. For more info and to sign up (required), click here. 4/15/08

  • Lauren Caraballo has been promoted to Accountant II and assumes the Grant Accountant duties of Diane Przygocki, responsible for NIH, DOE, HSC, EPA, AFOSR, NAVY, DARPA, and JPL. 4/14/08

  • FY09 auxiliary budgets due — If you have auxiliary speedtypes (funds 20, 26, 28, 29), this message from the Budget Office Director is for you. Auxiliary budgets are due June 30, 2008. Budget information here. 4/11/08

  • Carrie Howard is the new Area Accountant for Chancellor's Area; VC for Student Affairs Units; and Research and Graduate School Areas. 4/11/08

  • Brown bag this Thursday — OCG and SPA will host a Brown Bag Lunch this Thursday, April 10th from 12:00 to 1:30 here at OCG/SPA: Room 446, ARC, 3100 Marine Street. (This change is necessary because of the Conference on World Affairs.) We plan to provide an update on compliance, including an introduction to the new NIH Public Access Policy. 4/8/07

  • Diana Vidal has been promoted to Accountant I and assumes the duties of Meg Thompson, who recently retired. 4/7/08

  • March is closed — The month-end close for March, 2008 is now complete and the FIN reporting database and CIW are updated with March month-end transactions. The Month-end burst reports should be available in the portal by noon Monday, April 7, 2008. Printed reports for those departments that receive should be available for distribution by Wednesday, April 9, 2008 or sooner if possible. 4/4/08

  • New COA, Gift Fund, and COA-Lite forms — Chart of Accounts forms now include up to five additional Fiscal Staff. Please use these instead of the previous models. Available from our Forms page. 3/27/08

  • Thursday's Financial Statement Reading class cancelled — Due to low registration numbers, Thursday's March 20, 2008 Financial Statement Reading class is cancelled. The next scheduled class is Thursday, April 17, 2008. More info on class. 3/19/08

  • Fundraising Events workshop April 17 — The OUC will be conducting training sessions that will cover the step-by-step process of conducting a campus sponsored fundraising event, incorporating recently issued fundraising event policies and procedures, revised forms, and the new University Cash Control policy. The Boulder workshop is scheduled Thursday April 17, 2008 in the Recreation Center, Rooms 3 & 4, 1:00 - 3:30 pm. Online registration is required. Additional dates at other campuses are also scheduled. 3/21/08

  • Research Travel & Property training March 20 — Presented by OCG. Thursday, March 20, 2008, ARC, Room 620, 3100 Marine Street, 8:30 – 11:00. Christian Scott from the CU Travel Office and Suzie McGinley from ABS Property will join us for the presentation. The rules governing travel and property seem to be ever changing, so this is a particularly useful session to attend. To register, contact Chandra.Tjandrasa@colorado.edu, 492-6224. updated 3/17/08

  • Diane Przygocki has been promoted to Accountant III and is the new SPA Customer Support Manager. 3/12/08

  • FY09 auxiliary budget instructions now available — Get a jump on your auxiliary budgets, especially now that Funds 20, 28, & 29 will be subject to Expenditure Control starting in October. Auxiliary budgets are due June 30, 2008. Go to the PBA website under Budget Development for complete instructions. 3/10/08

  • SPINS data not uploaded since February 29 — There have been no updates of data entry from SPINS to the Finance System since Friday, February 29. Be aware that March financial statements for sponsored projects that contain SPINS data entered during March will be inaccurate until this upload occurs. Systems is working on the solution. 3/7/08

  • February is closed — The month-end close for February 2008 is complete. The FIN reporting database and CIW are updated with February month-end transactions. For those departments that receive printed reports from the Reporting System, they should be available for distribution by Wednesday, March 12, 2008 or sooner if possible. The burst reports should be available in the portal by noon Monday, March 10, 2008. 3/6/08

  • FY09 GAIR rate finalized — New GAIR combined rate of 5.90% becomes effective 7/1/08 and is displayed in the table below. This is a 0.03% reduction from the FY08 rate. More GAIR info on the Cost Accounting webpage. 2/27/08

    FY

    GAR

    GIR

    GAIR

    Change

    08-09

    5.46%

    0.44%

    5.90%

    -0.03%

  • Dave Sayers and Suzie McGinley are recipients of the ABS employee quarterly award for service above and beyond. Congratulations and thank you all for participating in this official ABS recognition program. 2/27/08

  • Accounting 101 class starts Feb 28 — Learn the basics of accounting and how to apply them to the financial environment of the university. Starts February 28 and consists of 4 Thursday afternoon classes. More information. (CLASS IS FULL To be notified of a future class, please send an email request to ABSTraining@colorado.edu.) Updated 2/27/08

  • Contracts & Subcontracting training February 28 — Presented by OCG. Thursday, February 28, 2008, ARC, Room 620, 3100 Marine Street, 8:30 – 11:00. To register or for additional information contact Chandra.Tjandrasa@colorado.edu, 2-6224. Updated 2/21/08

  • New PSLite version — Download the most recent version 01-17-08 from the column on the left. 2/20/08

  • January is closed — The month-end close for January, 2008 is complete. The reporting database and CIW will be updated Feb. 5 evening with January month-end transactions. Printed reports for those departments that receive them should be available for distribution Wednesday, February 13, 2008 or sooner if possible. Month-end close burst reports should be available in the portal by noon Monday, February 11, 2008. 2/5/08

  • Jenny Shao joined ABS on January 28, 2008 as Area Accountant for Provost and Executive Vice Chancellor for Academic Affairs Non Arts & Sciences. 2/5/08

  • James Lei was promoted 2/1/08 to Assistant Director, Sponsored Projects Accounting and succeeds Kathy Phillips who recently retired from CU. James had been the Customer Support Manager for SPA for 4 years. 2/4/08

  • PSLite Training February 6 — A 2-hour training sessions on Wednesday, February 6, 2008 taught by Kathy Phillips. Registration required. More information. 2/1/08

  • Meg Thompson has retired. Her last day was January 31, 2008. 1/31/08

  • February PSC Procurement training date change — February's Finance System Procurement training has changed to February 19. 2/1/08

  • PSLite Training February 1 BOTH SESSION FULL — Two 2-hour training sessions (morning and afternoon) on Friday, February 1, 2008 taught by Kathy Phillips. Registration required. More information. Updated 1/25/08

  • Enhanced ePER functionality — Fall ePERs are in myCU portal and supervisors now have the ability to view active employee ePERs as well as certify terminated employees' ePERs. Read the instruction sheet. 1/11/08

  • Preparing & Submitting Proposals Training — Training Module #1 in a series of 5 offered by the Office of Contracts and Grants (OCG). Thursday, January 24, 2:00-4:30 pm. in UMC 247. Note time & place change. To register or for more information, contact Chandra Tjandrasa, 492-6224. updated 1/9/08

  • FinProHelpDesk closed Thursday morning, January 10th — The Finance and Procurement Help Desk and the rest of Financial Compliance Services will be in a professional development workshop on Thursday morning, January 10th. They will be back in business Thursday afternoon. 1/9/08

Calendar Year 2007

  • New Boulder sales tax rate — Boulder's city tax goes down 0.15% on January 1, 2008. The new combined sales tax rate will be 8.16% for non-food sales. If your department collects sales tax, start using these new rates on January 1. Visit our Sales Tax page for more sales tax information. 12/20/07

  • New PSLite version 12_19_07 — This version fixes the speedtype look-up function. Download it from the left-hand column. 12/19/07

  • UMS outage Sunday December 23, 8:00 to 8:30 a.m.—UMS will complete a firewall project. Downtime will affect most university systems including the Finance System, Reporting System, CIW. Here's a complete list. 12/18/07

  • November is closed — The month-end Close for November, 2007 is now complete and the reporting database and CIW are updated with November month-end transactions. For those departments that receive printed reports from the Reporting System, they should be available for distribution sometime Wed., December 12. November reports are available in the portal. 12/7/07

  • New sales tax license — The Boulder campus sales tax license was recently renewed through 2009. If your department engages in sales and collects sales tax that you report through ABS, please print a copy and post conspicuously in your place of business. 12/4/07

  • CIW encryption & PSLite — On November 14, UMS started to require encrypted connections to CIW data. If you encounter difficulty using PSLite because of this and have technical questions or need IT assistance concerning your computer’s encryption readiness, please contact your department IT support staff. Boulder campus departments may contact their departmental Tier 2 CSR for assistance with the new encryption requirements. If you don’t know who your Tier 2 CSR is, please use the look-up website tool, or you may contact the IT Service Center at help@colorado.edu or 5-4357 M–F, 8am to 7pm, to schedule a desktop support appointment. 11/20/07

  • CIW refresh delayed 'til about noon Thursday — Due to unexpectedly slow run times in the Finance batch processing last night, the CIW will be up later than usual. UMS estimates that the CIW will be available between 11:00 a.m. and noon. Go to https://www.cu.edu/irm/CUonly/dwhse/gl/gl_status.cgi, and watch for the green light, at which time you can access the updated CIW database. 11/15/07

  • October is closed — and the reporting database and CIW are current with October month-end transactions. For departments that receive printed reports from the Reporting System, they should be available for distribution sometime Wednesday, November 14, 2007. Month-end close burst reports should be available in the portal by noon Monday, November 12, 2007. 11/6/07

  • Diane Przygocki and Diana Vidal are recipients of the ABS employee quarterly award for service above and beyond. Congratulations to D& D and thank you all for participating in this official ABS recognition program. 10/29/07

  • Linda Kasey has temporarily retired from retirement and is assisting as an area accountant for all areas. You can reach Linda at 303-492-0794 or by email Linda.Kasey@colorado.edu. Welcome back Linda! 10/29/07

  • New PSLite version 10_20_07—Download it from the left column on this page. This version uses the new CU Foundation balances that will reflect the amount for the accounting period that you run it for – as long as it is for this fiscal year (the data does not exist prior to FY2008). 10/22/07

  • Sponsored Projects Accounting top job open—The SPA Manager position announcement is posted at Jobs at CU. Apply by November 5 for full consideration. 10/15/07

  • Expenditure Control for funds 10 & 34 went live on October 8—Consult the ABS Expenditure Control page for guidance on this initiative and how to handle emerging issues, particularly with fund 10 issues: SPOs, cash transfers in, and ID revenue. 10/8/07

  • UMS Planned Outage Saturday October 6, 8:00 am to 12:00 noon—UMS will be conducting a disaster recovery exercise Saturday, October 6. Downtime will be from 8:00 am to 12:00 noon and will affect most University systems including the Finance System, Reporting System, CIW. 10/5/07

  • Stored speedtypes in CUConnect Simple Speedtype Query—If you had stored speedtypes in the Simple Speedtype Query in CUConnect, they should automatically have been transferred to the SSQ channel in myCU now that the SSQ is only in the myCU portal. If you have issues with the SSQ, please contact mycu@cusys.edu for assistance. 10/4/07

  • New procurement procedures and forms effective October 1—New or revised PPS include: Advance Payment to Vendors; Payment Voucher Authorization & Use; Travel Authorization and Expense; Undocumented Reimbursement. New or revised forms include: Advance Payment to Vendors; Honorarium; Payment Voucher; Scope of Work; Travel Voucher; Undocumented Reimbursement. 10/1/07

  • ePER recertification—Starting with summer 2007, earning code APF (Additional Pay Flat) was added to ePERs back to summer 2006. For those certified ePERs affected by this addition, the ePER must be recertified. Also, PETs for periods prior to summer 2006 will require manual paper PERs for recertification because the ePER system cannot process PETs dated prior to summer 2006. These paper PERs will go out in the next few weeks. 9/28/07

  • Subsystems didn't feed Monday night—None of the subsystem feeds (BRS, Ghost Card, Telecom, etc.) were loaded into the Finance System Monday night, Sept. 24. This covers feeds from the entire day - not just from the noon processing on. UMS is loading the missing journals and they should process Tuesday night and appear in the CIW on Wednesday. (Note: anything that was done directly in the finance system on Monday did process during the evening and is in the CIW.) 9/25/07

  • James Lei has been appointed Interim Manager of SPA effective October 1, 2007 until a permanent Manager is selected following Kathy Phillips' retirement. Please direct any PSLite related issues to James. 9/20/07

  • Bev Rogers accepted a position with Payroll and Benefit Services beginning September 24th and Heather Lin has accepted a position with the Arts & Sciences Budget Office beginning October 5th. We thank both for their outstanding service and wish them much success in their new endeavors. 9/20/07

  • Constitution Day—is Monday September 17 and educational programs on the U. S. Constitution must be held on this day by institutions receiving federal funds. As there is no mandate on the type of program or curriculum, please take a moment and visit the Office of Personnel Management website to learn about this initiative and the Constitution. 9/17/07

  • Kathy Phillips, Manager of SPA and creator of PSLite, has announced her plans to retire on October 1, 2007 after 33 years of service to CU. A retirement celebration will be held Thursday September 20, 3:00-6:00 PM in the Folsom Field North Club (upstairs). RSVP to SPA@colorado.edu updated 9/1/07

  • Friday's Fiscal Certification training cancelled—Due to lack of registrations, the Fiscal Certification training scheduled for Friday, August 31 9:30-12:00 noon in Ketchum 117A is cancelled. If you have continued interest in this course, please contact FinProHelp@cu.edu. 8/30/07

  • ABS email server problems—ABS has experienced some email server problems recently which has caused delays in incoming and outgoing emails. If you wrote to us and did not receive a reply, please retry. Apologies for the delays and inconvenience. 8/30/07

  • Expenditure Control Forums—Tuesday, September 18 & 25, 9-11AM at the Old Main Chapel. Sponsored by the OUC. Pre-registration is required. 8/27/07

  • Friday's Fiscal Certification training cancelled—Due to lack of registrations, the Fiscal Certification training scheduled for Friday, August 24 1:30 – 3:30 in Ketchum 117A is cancelled. If you have continued interest in this course, please contact FinProHelp@cu.edu. 8/23/07

  • New PSLite version 08_24_07—Download it from the left column on this page. This version contains the Expenditure Control report from the Org Tree page and a new report that shows fiscal roles by org or org node on the Org Tree page, under the ALL FUNDS column, FISCAL ROLES. Now that statements are only delivered to the portal, this last report allows you to see at a glance who gets what and if something should change. Updated 8/21/07

  • University Fundraising Events Forum—The OUC is holding campus forums to review the new policy and procedures for University Fundraising Events and to solicit input while in draft form. The Boulder forum is Friday, September 14, 10:00-12:00 in the Rec Center rooms 3 & 4. If you cannot attend, you may send comments to fundraising.compliance@cu.edu by September 30. 8/20/07

  • Fiscal Certification—Officers must certify their financial responsibility and accountability by September 30. A Fiscal Training and Acknowledgement is required for specially-identified Org Principals and Org Managers, and PIs having awards of $2M or more by September 15. Both certification and training are on the myCU portal under the my.Tools tab. One-page certification information sheet. Updated 8/20/07

  • PSLite class date just added—A PSLite class is scheduled August 29, 9:00-11:00 AM at UMS. Learn all the latest features to help with Expenditure Control and portal-only delivered reports. More information. Pre-register to ABSTraining@colorado.edu. updated 8/20/07

  • Financial statements FAQ—Now that monthly reports are no longer printed and delivered, this FAQ may answer some of your questions. 8/6/07

  • Demetria Ross has been accepted into the University Perspective nine-month leadership development program beginning in August. Congratulations! 8/3/07

  • Beth Hannon was hired as a student assistant starting in August. Beth begins her graduate work in Speech Pathology this fall. Welcome! 7/27/07

  • Year end reminders—The 1st roll forward of Actuals and budgets took place Monday July 23 into FY2008 period 0. FY2008 is now open for business – this includes lifting the moratoriums on changes to existing or requesting new allocations, tree changes and new account requests. 7/24/07

  • June FY07 final close printed reports delay—Reports will be distributed on Wednesday July 25 instead of Monday July 23. 7/23/07

  • Fiscal Training and Acknowledgement for "Middle Management"—This requirement is part of the overall Fiscal Certification process and applies to specially-identified Org Principals and Org Managers, & to PIs having awards of $2M or more. Training is online on the myCU portal my.Tools tab and has a September 15 deadline. One-page certification information sheet. 7/18/07

  • Fiscal Certification for Officers—Officers must certify their financial responsibility and accountability on the myCU portal my.Tools tab by September 30. One-page certification information sheet. 7/18/07

  • Only one gift transfer in July—Gift draws in July will be delayed until after the roll forward occurs to ensure that the correct balance is drawn. Therefore, the first file transfer is scheduled for July 26 and the draw is scheduled for July 31. Essentially only one draw at month end will take place instead of the usual four throughout the month. This means that if you spend from your linked gift speedtypes in July, they will show a deficit longer than usual. Everything else should behave normally. 7/10/07

  • Fiscal Certification APS revised—This policy now includes a Finance Procedural Statement. The revision changes the certification to a web-based process and limits the manner in which an officer can delegate certification responsibilities. Read the draft APS and FPS and send comments to normandy.roden@cu.edu by September 30. 7/9/07

  • University Sponsored Fundraising Events APS—They used to be known as Special Events but are now called Fundraising Events which is clearer. Until now, they lacked a formal written policy but that has changed. The draft APS and FPS plus 10 supporting documents are ready for review. You may send comments to fundraising.compliance@cu.edu by September 30. 7/9/07

  • CIW period 1 (July) 2008 data now available—Period 1 FY 2008 data in the CIW is now available for query, Simple SpeedType Query and reporting. 2008 Payroll encumbrances have been posted in FIN production and will be available in the reporting system and FIN reporting tomorrow morning. 7/3/07

  • CIW period 1 (July) 2008 data not available—The CIW GL tables do not currently reflect Period 1 2008 data. Any queries or reports run against the CIW GL tables for Period 1 FY 2008 will not show transactions. All prior period information is available. FIN and FIN reporting is correct. We are working to correct the CIW as soon as possible. A useralert was sent. 7/3/07

  • See pictures of the ABS Bring Your Dog to Work Day held on June 22. 6/22/07

  • Mainframe upgrades past weekend—The mainframe system will come down at 5pm Friday the 15th for this upgrade to occur. Due to this upgrade there will not be any feeds to the Finance System from the mainframe including BRS and cash feeds tonight. The next feeds will be on Monday June 18, 2007. Until the feeds resume, there will be an impact upon the availability of related information in the CIW and the Reporting System. 6/15/07

  • Resource calculation error—There was a problem with last nights (Wed) batch processes of the available resource calculations for expenditure control. The problem it is causing is that journals will not pass budget check and will go into error status because of a resource check failure even though there is enough budget available. This will be fixed shortly in Production. The journals that failed should post this evening (Thursday June 14). (6/14/07)

  • June 15 deadline for Personal Technology & Telecom Procedures—Individuals using University-owned cell phones, PDAs, or other wireless telecom devices (except pagers & walkie-talkies), as well as those regularly reimbursed for business use of their personal cell phones, etc., must have approved Personal Technology Authorization (PTA) numbers. After June 15, PTA #s must be referenced on Procurement Card receipts, SPO invoices, SPO Voucher Comments (during online SPO Voucher Approval), and on Payment Voucher requests. Without a PTA #, the invoice will not be paid. More information: https://www.cu.edu/controller/personaltech.html or the OUC special edition newsletter. 6/13/07

  • May Reports Temporarily Unavailable—Due to technical issues, the May reports in the CUConnect portal are not currently available. Programmers are working on it and hope to have the issue resolved soon. May reports can still be accessed on the MyCU portal https://my.cu.edu (6/12/07)

  • Handouts from the Year End Town Meeting—are available on the year end page link above left or right here in a single document that includes the three handouts. (6/8/07)

  • General ledger for May is closed—and the reporting database and CIW have been updated with the month-end transactions. The month-end printed reports from the Finance System began running Wednesday June 6. May portal reports should be available by noon Monday, June 11, 2007. (6/6/07)

  • New chart of accounts form—Use this revised form to request new FOPPS. It has newly added fields on the program and speedtype pages. 6/4/07

  • Dave Mornes is the recipient of the ABS quarterly award chosen by our external constituents for service over and above. Dave has accepted a promotion to Accountant III with Housing starting June 7. Congrats! 6/1/07

  • Handouts from the May 24 Town Meeting—In case you were unable to attend, here are the handouts from the May 24 Town Meeting. 5/24/07

  • Pat Dodson is the recipient of the ABS quarterly internal award chosen by ABS staff for service over and above. Congratulations! 5/18/07

  • Fiscal Year-End Meeting June 7—In order to prepare for the many important once-a-year tasks related to the fiscal year-end close, you are encouraged to attend either the morning (9-12) or afternoon (1:30-4:30) session in Humanities room 150. Brush up on carryover features and learn about new processes. Register to accounting@colorado.edu & indicate am or pm session. 5/18/07

  • Town Meeting May 24—Thursday May 24, 1:00-3:00pm in Humanities 150. We will discuss upcoming changes that will affect you and your organization: Expenditure Control; Incompatible Access; Changes to Printed Reports; etc. Presented by ABS & PBA. To register: accounting@colorado.edu 5/11/07

  • April is closed—The G/L for April 2007 is closed and the reporting database and CIW have been updated with the month-end transactions. 5/4/07

  • Cash deposits less than $200 must be made at least weekly—Until now, deposits of cash and/or checks that totaled less than $200 were allowed to be held until month end at which point they were deposited at the Cash Office. Starting immediately, amounts under $200 must be deposited by the end of each week and by the end of each month. As always, amounts over $200 must be deposited daily. 5/1/07

  • IN deadline is May 25—Data Control's deadline to receive IN's in May should be 4pm on Friday 5/25 (not 5/28 as originally published in the May newsletter) The online newsletter and calendar are correct. 4/30/07

  • Account code moratorium starts May 1—If you need a new account code (expense, revenue, etc.) before year-end, please submit that account create request form to accounting@colorado.edu no later than April 30, 2007. 4/25/07

  • Budget ledgers are now open for FY08—Contact Jan Baker, 2-8926 in PBA if you have budget questions. 4/25/07

  • Subcontract SPO automatic close period extended—Subcontract SPOs automatically close 150 days after the end date. However, due to the number that required re-processing, this was extended to 365 days effective immediately. 4/18/07

  • Afternoon session just added PSLite training Thursday May 10—9:00-11:00 and 1:30-3:30 at the UMS training room. Register ABSTraining@colorado.edu. More information. updated 5/4/07

  • Friday April 13 Procurement Training—The class will go on as scheduled due to the reduction in predicted snow for the Denver metro area. Start time 8:30 am in RL6 Room W179. 4/13/07

  • Payroll encumbrance correction—The HR system has over-encumbered about 300 speedtypes that have employees with contract pay for the month of March. A correcting entry was posted on 4/10. This correction will not be reflected in the Reporting System, Finance System Reporting database, and the CIW until Thursday morning (4/12). Starting then, you can run on-demand reports as of March in the Reporting System (and the Finance System Reporting database) to get corrected month end reports. Systems will also generate new March month end Revenue and Expense Detail and Summary reports and the Outstanding Encumbrance report for the affected speedtypes. These corrected reports will be available in the portal early the week of the 16th. You will have access to both the original March month end reports as well as the corrected version. In the portal, the corrected reports will have a unique identifier in the date field. 4/11/07

  • Nataliia Frazier, ABS' super student employee, was nominated for Student Employee of the Year award. Thanks for your hard work Nataliia. 4/10/07

  • Limited prior reports in portal—At present, only February and March month-end reports are available in the portal. Systems is working to re-build the report history and re-send it to the portal. Those with Finance System access can run previous months in the Reporting System. Updated 4/10/07

  • April to-date Encumbrance reports—The April encumbrance entry has been posted so payroll encumbrances reviewed as of now are correct. In other words, a month-to-date financial report for April would be accurate. 4/10/07

  • Fri April 6—CIW didn't refresh Thursday night as scheduled. The CIW GL is currently available with data from Wednesday April 4. Things should be updated by Saturday April 7. 4/6/07

  • March GL closed—The General Ledger for March is now closed and the reporting database and CIW have been updated with the month-end transactions. Month-end reports began running this morning and should be available for distribution sometime today. March burst reports should be available in your portal by end of day Monday, April 9, 2007. Notification emails will go out when the reports are ready for viewing. 4/5/07

  • Expenditure Control correction—This month's newsletter stated that Gift Fund 34 speedtypes would have an available resource basis of Net Assets (NA). While true for most, this is not the case for fundraising Special Event Fund 34 speedtypes. Special Events require a budget; therefore the available resource basis will be set to Budget Ledgers (BL). Fund 10, 11, & 34 will be subject to expenditure control beginning October 2007. 4/5/07

  • PSLite newest version—03-29-07 can be downloaded from this page. 4/3/07

  • Tues April 3—The CIW GL refresh did not occur last night as scheduled. The CIW GL is currently available with data from Friday March 30, 2007. The CIW GL will be available until approximately 10am, at which time the CIW will be taken down til about noon to allow for last nights refresh to take place. 4/3/07

  • Friday March 23—Cognos on-demand reports are down until 9:30-10:00 The CIW GL refresh did not occur last night as scheduled. It began at 7:15 this morning. 3/23/07

  • Wednesday's OCG training moved—March 21 Property and Travel training  8:30-11:00am has been moved to ARC 620 (was in UMC 247). For more info contact Chandra.Tjandrasa@colorado.edu. 3/20/07

  • Encumbrance report problems—There are problems with encumbrances in the CIW, which means that the new Outstanding Encumbrances report in PSLite could be inaccurate. It should reflect the same information as the Reporting System (Cognos) Outstanding Encumbrance Report. However, until the data is corrected in the warehouse, both may be wrong. The problem may be limited to standing purchase orders. If you find encumbrance amounts on your Outstanding Encumbrance report or Summary report that seem too high or are suspicious, you can contact your area or grant accountant. Systems is aware of the problem and is working on it. 3/15/07

  • Encumbrance anomalies—ABS has encountered incorrect encumbrance data in the Reporting System. One was an encumbrance credit (that should not have been a credit); another was a tripling of the pre-encumbrance. The Systems office is aware of the issue and is working on a fix. If you find encumbrance amounts on your Outstanding Encumbrance report or Summary report that are wrong, seem too high or are suspicious in any way, inform FinProHelp@cu.edu (303) 315-2846. Please let your ABS area or grant accountant know too so that we are aware of the situation–thanks. 3/13/07

  • Portal financial reports unavailable—The February financial reports are not yet available in CUConnect. They must be reconfigured for a new database that the the February reports were put into. 3/13/07

  • April campus forums—The OUC will be holding campus forums to go over recent and upcoming news and changes. For Boulder, these will be held on Friday April 6, 3:30-5:00 and on Wednesday April 11, 1:30-3:00. Both sessions will be held in the Rec Center rooms 1-4. No pre-registration. 3/12/07

  • Isabel Dunn was elected to Staff Council representing East Campus Area VIII. Her term will begin in the summer. Congratulations Isabel! 3/21/07

  • New Wireless Telecom PPS—A new Personal Technology and Telecommunications PSC Procedural Statement that governs the use of cell phones and PDAs used for university business takes effect 3/15/07. Visit the OUC webpage to learn how to fulfill all the requirements. updated 3/9/07

  • Reporting System is up and running—The Reporting System is now up and ready for on-demand reporting. Systems experienced some database problems that are still being resolved. As a result, prior period burst reports will not be available until further notice. 3/8/07

  • Person of Interest problems?—Non-employee Temporary IDs (TID) were replaced with Persons of Interest (POI) in HRMS. 1) If the person with the TID is listed in an affiliate fiscal staff role on a SpeedType, s/he might drop out of that role when the TID converted to the POI. Work with your Payroll Liaison to find out the POI #. Then work with ABS to get back into the fiscal role. 2) The person with the TID might not be able to log into the portal because their TID is no longer valid. If this happens, get your POI # from your Payroll Liaison. Then if the POI doesn't work to get into the portal, work with ITS to make sure that your IdentiKey corresponds with your new POI. 3/7/07

  • PBS schedule for 2007-08 salary uploads—Here's a spreadsheet that shows the upload timeline and deadlines to get FY08 classified and non-classified staff salaries into the Finance System. 3/7/07

  • Comment period is open for two draft APS—The draft APS Collection of Personal Data from Students and Other Customers provides guidance for collecting personal data – such as social security numbers – from students and other customers of the university. The Gift in Kind APS also received an update. A summary of changes is in the April Connections newsletter. You are invited to review the drafts and send comments to Normandy.Roden@cusys.edu by April 13, 2007. 3/7/07

  • Correction to Feb reports burst date—The correct date for the February reports burst date is March 12 (not March 5 as originally published in the March newsletter). The date has been corrected in the online edition. 3/1/07

  • New PSLite version 02-28-07. 3/1/07

  • Budget Office gets new email address—The Budget Office has a new email address and is ready to help you with anything related to your budget.  Send questions to ucb.budget@colorado.edu. 2/23/07

  • Dave Mornes, Area Accountant, is on parental leave until February 27. For general assistance, please contact Bev Rogers or Heather Lin. For help with Gift Fund 34 JE's, please contact Dave Sayers. 2/8/07

  • Jud's Open House February 20—You are kindly invited to an Open House in honor of Jud Hurd and his years of dedication and achievement on Tuesday, February 20th from 3-5pm in UMC room 235. Invitation. 2/7/07

  • Friday February 16 Procurement class CANCELLED—Due to hazardous travel conditions along Hwy 93, 36, and Foothills Pkwy. It will be rescheduled and registrants will be notified of new time. ABSTraining@colorado.edu, 2-8648, for more information. 2/16/07

  • Steve McNally is the new campus Controller. Anything that you used to send to Jud for signatures, etc. should now go to Steve: 15 UCB, 303-492-5489, steve.mcnally@colorado.edu. 2/2/07

  • PSLite class February 8—A PSLite training is scheduled for February 8. Two sessions: 9:00-11:00am and 1:00-3:00pm at UMS. Click for class details. The newest version is 01-26-07. Download it from the left side of this page. Updated 1/29/07

  • The Preliminary Resource Check for all journal entry types (except budget) goes live on Thursday, January 25th. This means that phase I funds (26, 72, 78, 80) that fail the preliminary check will get a journal status E and the JE will need to be corrected and re-validated (or deleted). See our Expenditure Control webpage for more information. Posted 1/24/07

  • New Petty Cash and Change Fund form—If you need to create or change an existing petty cash or change fund, there is an updated easier form to use available from the Forms page and also in the Guide chapter 10. Posted 1/16/07

  • Cash transfer journal problem—If you entered a cash transfer and got an error 93 message "System Use Account 997100 Is reserved by System Controller's Office," follow these workaround instructions issued by the OUC to get your journal to post. Updated 1/12/07

  • Nominate an ABS employee—Please help us recognize employees of ABS who have gone above and beyond in their jobs and to acknowledge outstanding accomplishments or service within the past 12 months. Nomination deadline January 24, 2007. Details here. Posted 1/9/07

  • Expenditure Control starts January 8—For funds 26, 72, 78, & 80. This is designed to reduce deficit spending. If one of your JEs fails the resource check you will get an email advising you of such. See our Expenditure Control webpage for more information. Posted 1/8/07

  • ePER email notice is incorrect —Email notices sent out that announced fall ePERS are available to certify was sent in error. The fall ePER information available in the portal is incorrect. Please disregard until further notice. finprohelp@cusys.edu or 303-315-2846 for assistance. Posted 1/4/07

  • Mileage rate increase—New mileage reimbursement rates take effect for reimbursable miles driven 1/1/07 and later. New rates: $0.39/mile ($0.41/per mile if 4WD use is required). The Travel PPS has been updated. Posted 1/3/07

  • New 2007 sales tax rate—The city of Boulder increased its sales rate by 0.15% beginning 1/1/07. The new total rate within Boulder city limits is 8.31% (8.46% for food service). See our sales tax page. Posted 1/2/07

 

Calendar Year 2006

  • Expenditure Control Campus Forum January 8—The OUC will present information on the new expenditure control initiative that goes live on Jan 8 for funds 26, 72, 78, & 80. Two sessions: 8:30-10am and 10:30-12pm on January 8 in Chemistry 142. Look under Campus Forums for more info. Posted 12/27/06

  • SPO automatic close period shortened—The PSC shortened the time that non-subcontract SPOs stay open after their end date from 150 to 45 days beginning December 15, 2006. Subcontract SPOs will remain at 150 days. Updated 12/18/06

  • Reporting System Forum December 19—OUC staff will address user needs regarding the reporting system and portal in a 2-part forum. Part 1 will focus on the portal and burst reports (this part is suitable for faculty) and Part 2 will focus on the reporting system & ad hoc reports. December 19th 9-11:00 am, Old Main Chapel. Register to ABSTraining@colorado.edu. Updated 12/15/06

  • SPO errors in PS printed reports—ABS has received several reports from departments that the vendor name that appears on SPO encumbrances on the printed November statements are wrong (the dollar amounts are right). Try running the report online again and see if you get the right vendor name. If old expired SPOs also show up, let your area accountant know. Posted 12/14/06

  • Maggie Young joined the SPA billing area December 11. 12/11/06

  • Change in JE process—Starting sometime in December, once a journal has been approved and passed budget check, you will be unable to delete or change the journal. Details in the Special Edition. Posted 12/8/06

  • Kathy Phillips is still assisting the OUC but will be transitioning back to SPA over the next few weeks. 12/8/06

  • If your Fund 34 gift speedtypes are suddenly inactive—it’s probably because someone who has a fiscal role on it did not complete the gift training. Contact the FinProHelp Desk (303) 315-2846 FinProHelp@cu.edu to help you figure out who has what fiscal role, and who needs training. Get training details. Faculty can get a faculty message. Posted 12/7/06

  • Jeni Comly started December 4 in the SPA billing area. She returned after a one year stint at Front Range Community College. 12/7/06

  • ePER is available in CUConnect—Faculty will find the ePERs channel on the Tools & Resources tab. Employees who are not affiliated as faculty on the Boulder campus will need to subscribe to the ePERs channel and can use these instructions. Here's a very useful guide on how to certify an ePER. Here's another useful how-to on using ePER reports. You can email ePER questions to epers@colorado.edu. Updated 11/30/06

  • Indirect Cost Negotiation Agreement—A new Indirect Cost Negotiation Agreement (F&A rates) between CU-Boulder and the Dept. of Health & Human Services has recently been signed effective 7/1/06. Current and historical rates can be viewed here. Posted 11/29/06.

  • New procurement cards—Procurement cards expire on November 30. If you haven't received a new one or are having trouble activating one you received, contact procurement.card@cu.edu or 303-315-2847. Posted 11/21/06

  • Gift fund training Final Call—All those with a fiscal role on a gift fund must complete training by December 1 or the speedtype will be deactivated. Online training is available or you can take the last in-person class offered on Nov 30. Get the details. Faculty can click here for a faculty message. Updated 11/17/06

  • Holiday party clarification—Jud Hurd, Assistant Vice Chancellor and Controller, issued this Holiday Party memo to clarify a recent change in university policy on holiday parties and what is allowable. Posted 11/13/06

  • Revised Complimentary Tickets PPS—Effective 11/1/06 there's an updated Complimentary Tickets and Related Expenses for Employees and Non-Employees PPS. Posted 11/8/06

  • SPO Encumbrance update—Encumbering SPOs began Nov 4 and has caused a few reporting problems. The Outstanding Encumbrance report in the Finance System was removed because it lacked required fields. A replacement OE report will be released in the Reporting System. PSLite and Simple SpeedType Query have not yet been updated for the SPO encumbrance change, so be wary of the results you get there. Posted 11/8/06

  • Revised Alcohol APS & PPS—Effective 11/1/06 there's an updated Alcohol Purchase and Provision APS and Alcohol PPS. A new Alcohol Purchase Authorization form is available for use. Some of the links on the APS Section III-D Forms and Related Procedures go to the wrong place but will be fixed soon. In the meantime, ABS will review these and give you a summary of any changes worthy of note. Posted 11/3/06

  • Revised Official Functions PPS—Effective 11/1/06 there's an updated Official Functions PPS. (Discussed in the current ABS newsletter.) 11/8/06

  • New Recognition and Training PPS—Effective 11/1/06 there's a new Recognition and Training PPS. (Discussed in the current ABS newsletter.) Posted 11/8/06

  • Revised Sensitive Expenses PPS—Effective 11/1/06 there's an updated Sensitive Expenses PPS. (Discussed in the current ABS newsletter.) Posted 11/3/06

  • New Travel PPS—Effective 11/1/06 there's a new Travel Authorization and Expense PPS that replaces the most recent (Sep 05) Travel Quick Reference Guide. Posted 11/3/06

  • Updated PSLite—A new version of PSLite (10-24-06) is available for download from this homepage. If you are a PSLite user, it is recommended that you download and use this version because it re-links a deleted table and has a few other changes. Posted 10/24/06

  • Congratulations to Heather Lin and Barry Northrop who received this quarter's ABS Employee Recognition Awards. Heather received the external (from you all) and Barry received the internal (from us all). 10/19/06

  • Congratulations to these folks for their years of service: Debbie Fuqua 20 years; Susan Wyn 10 years; Charlotte Whyte and Lindsay McCandless each 5 years. 10/19/06

  • Lindsay McCandless has accepted a position at LASP and her last day in SPA was Friday October 20. We wish her much success! 10/19/06

  • Accounting 101 class cancelled—The Accounting 101 series of four classes scheduled to start October 24 has been cancelled and registrants have been notified. The class will be reformulated and rescheduled at a later time accompanied by campus announcements. Posted 10/17/06

  • September report error—The payroll & benefits encumbrance amounts on September's printed Summary of Budget, Revenues, Expenditures, and Transfers are double what they should be. The Outstanding Encumbrances reports are correct. Corrected Summary reports can be run from the Finance System or the Reporting System starting Wed, October 11. Updated 10/11/06

  • Expenditure control delay—The October 1 start date of Phase 1 (Funds 26, 72, 78, 80) of the new Expenditure Control Initiative has been delayed while a few processes are worked out. The new control attributes for these Funds now appear on the Program page in the Finance System but System edits to control spending won't be activated until January 8, 2007. Revised 10/12/06

  • Online financial report delivery delayed—The initial projected target date for delivery of the new electronic financial statements to the CUConnect portal has been delayed due to technical problems. When we have a date, we'll publish it here. Updated 10/18/06

  • New FY2007 records disposition date—A new disposition date of  6/30/03 has been established for non-sponsored projects financial source records. Refer to the last page of the Notification for Disposal and the Decision Tree to help you decide what records you can safely dispose of. See the Records Management page for further information on the overall process. Posted 9/15/06

  • Updated COA forms—If you prefer to use the original style Chart of Accounts forms instead of COA-Lite, these have been updated to include the new fiscal roles now required in PS. It's available from our Forms page. Posted 9/5/06.

  • ePERS training October 12—Personnel Effort Reporting is going online this November (for summer semester reporting). To learn about the new system, attend the training on Thursday October 12, 2006, 1:30-3:00pm at Old Main Chapel. Learn more. Register to ABSTraining@colorado.edu. 9/20/06

  • Nominate an ABS staffer—You're invited to take part in ABS' quarterly staff award by nominating someone from ABS who has performed above and beyond. Nominations due by October 10, 2006. Details here. Posted 9/29/06

  • Campus forum October 3—The Office of University Controller is putting on a campus forum Tues October 3 at Old Main to go over new initiatives, policies, and procedures. There are two sessions and you can register online on the OUC Training webpage by selecting OUC Campus Forums. Posted 9/19/06.

  • Financial access coordinator change—Dave Sayers is now the Financial Access Coordinator for the Boulder campus. Finance access request forms are still faxed to 303-492-5553, mailed to Finance Access 579 UCB, and email contact is finance.access@colorado.edu. Posted 8/30/06.

  • COA-Lite form revised—If you use the COA-Lite form for your speedtype requests, it's been updated to include the new fiscal roles that are required in the Finance System & makes it clearer that the form is not suitable for Fund 71 construction project requests (use the old form for Fund 71s).Posted 8/24/06

  • Reporting step-by-step guides ready—If you want to get a head start on the nitty-gritty details of the new Financial Reporting System and its reports, go to the OUC Reporting System website. The Guide's chapter 16, Financial Statements, has also been rewritten. Updated 9/21/06

  • Chris Seymour is the new Loan Fund Accountant. Chris comes from the School of Mines where he worked in payroll. 8/21/06

  • Paper statements will be printed for August—In addition to the launch of the new online-delivered financial statements to the portal, paper statements will also be printed for August, after the close as usual. Posted 8/21/06

  • PI name missing from July printed reports—The Principal Investigator name does not appear on the printed July financial statements (although it now appears on reports run in the finance system). The PI and Accountant name location in the CIW was moved to a different table location. The OUC is aware of the problem and has made a temporary fix, and will supply further details for those data users who query against this table. Posted 8/9/06

  • ePERS Town Meetings—If you work with sponsored projects, you'll want to attend this meeting to learn more about the electronic Personnel Effort Reporting System (ePERS), described in the latest newsletter, page 5. Dates and times: August 10, 9:00-10:30am and August 16, 1:30-3:00pm. Both will be in ARC 620. Pre-register to ABSTraining@colorado.edu. Posted Aug 1, 2006.

  • Ignore A/R detail request for account 012701—If you received Supporting Detail Reports for A/R for account code 012701 on your Gift FOPPS, please ignore these. This account applies only to CUF linked speedtypes and any supporting detail is supplied by the Systems office. Posted July 27, 2006

  • Customer detail report deadline extended—Customer detail reports that