
	Accounting and Business Support

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Calendar Year 2009

PSC/OUC Campus Forum Nov. 18, 1:30-2:45 p.m. — Wolf Law Building, Wittemyer Courtroom; Fisher Scientific, 3-4 p.m. The forum is an easy way to catch up with procurement, finance, and reporting news. Fisher Scientific will join us in the second portion of each forum to review details of the new primary scientific supplier contract. Please register at http://www.cu.edu/psc. 11/16/09
November 19 Statement Reading class cancelled—Due to recent changes in the financial reports, the November. 19 class has been cancelled while new class materials are prepared. Next class is December 17. 11/13/09
ISIS Town Meeting Wed. November 18 — from 10–Noon in the Old Main Chapel. Update on the Integrated Student Information System. Details.11/12/09
October printed reports delayed — With the major infrastructure problems that occurred at UIS this past weekend, printed reports were unable to be completed in the usual timeframe. Expect about a 2 day delay.11/11/09
Introduction to Sponsored Project Administration Thursday Nov 12 — Conversation and breakfast at 8:00am; the program will begin at 8:30 sharp and end at 11:30. A great introduction or refresher for faculty, administrators, grad students, post-docs, and staff. Details and registration info. 11/4/09
ISIS meeting Wed. Oct. 21, 10-12 – Integrated Student Information System will go over web grading, online grade change, class rosters, prereq checking. Faculty encouraged to attend. Wolf Law, main courtroom room 101. 10/19/09
September is closed — The FIN reporting database & CIW are updated with September month-end transactions. Reports are in the portal. 10/9/09
Financial Statement Reading class Thursday October 8 — 9:00-12:00 in ARC 446. Info & registration instructions. 10/5/09
OCG Brown Bag Thursday October 8 — 12:00-1:30 ARC 446. Informal exchange on timely sponsored project topics including ARRA Reporting, Responsible Conduct of Research, e-Verify, & Export Control. OCG Schedule. 10/5/09
October newsletter now available — Read it now. 9/30/09
ePERS training Wednesday October 7 — 10:00-12:00 in ARC 546. Details. 9/29/09
Arts/Humanities Newer Faculty Reception by OCG October 1 — Thursday October 1, 3:00-4:30, UMC room 425. RSVP info. 9/29/09
Department Administrator’s Breakfast Wed. Sept. 16 — ARC room 620(3100 Marine St) 8:30-11:00 Hosted by OCG. Broad coverage of key issues that pertain to sponsored projects for new or seasoned administrators. Info & RSVP details. Updated 9/15/09
PSLite new version — The latest version of PSLite 09-11-09 is available for download on the left side of this page. It now brings in CUF balances even if there is no activity in the speedtype. 9/14/09
August is closed — The FIN reporting database & CIW are updated with Aug. month-end transactions. Reports are in the portal. 9/8/09
ISIS September 22 Town Meeting has moved — The Integrated Student Information System meeting will begin at 3:30 p.m. and will be held in Muenzinger E050. 9/4/09
September newsletter now available — Read it now. 8/31/09
Supplier Showcase Wed. Sept. 2 — Hosted by the Procurement Service Center from 10-2 at the Coors Event Center. Exhibits by more than 40 suppliers. Free samples, prize drawings, complimentary refreshments. Bring your business cards. Register here. 8/26/09
August newsletter now available — Read it now. 7/31/09
Carrie Howard & Diane Przygocki are the recipients of the ABS Quarterly Recognition Award. Carrie was selected by our campus customers (you) for her “outstanding support and extremely thorough professionalism.” Diane was selected by her ABS colleagues who noted she “works very hard and smart to meet rigid demands and has an energetic attitude.” Congratulations and thank you all who participated in this ABS official recognition program. 7/23/09
Supporting details due August 3 — Requests for details in support of balance sheet account balances were emailed to departments on July 20 and are due back to ABS on Monday August 3. See instructions. 7/20/09
Final June close is complete — The FIN reporting database and CIW are updated with the final June month-end transactions and portal reports are available as "2009-12 JUN FINAL." 7/20/09
Grad Student Appointment & Tuition Remission Training — Sessions for fall 2009 semester are scheduled for Thursday, July 23, 2-3 pm and Tuesday, July 28, 10-11 am. See details. 7/16/09
2nd June close is complete — Updated on-demand period 12 reports are available and portal reports are available identified as "JUN CLOSE 2." 7/10309
PSLite now includes FY10 — FY10 was added to latest PSLite version which can be downloaded from the left column on this page. 7/6/09
Central Collection Services Conference - CCS will hold a Denver Regional Conference on Friday, July 31^st, 2009. RSVP by July 22. See details. 7/6/09
1st preliminary June close is complete — The FIN reporting database & CIW are updated with month-end transactions. NOTE: the final bi-weekly payroll did not get included—it will be included in the 2nd close. Reports are available in the portal identified as "JUN CLOSE 1." 7/6/09
Lauren Caraballo returned to work in July after taking some time off to welcome baby Noah Donald Caraballo into her family. 7/1/09
July newsletter is now available — Read it now. 6/30/09
Sandra Boimbo a Senior in Integrative Physiology and Bryant Nguyen a Senior in Accounting have joined ABS as student assistants. 6/29/09
Take Your Dog to Work Day on June 26 was a lot of fun at ABS. Here’s prwoof. 6/29/09
Capitalization threshold raised to $75K — The threshold for capitalization of buildings and improvements was raised from $50,000 to $75,000 for FY09 and beyond. Read more about this change and the strategy to lessen the impact to auxiliaries. 6/18/09
Policies under review — The University Policy Office added a Policies Under Review page that lists proposed new policies as well as existing policies scheduled for rescission or revision. 6/16/09
May is closed — The month-end close for May is complete. The FIN reporting database & CIW are updated with month-end transactions. Reports are available in the portal. 6/8/09
June 2009 newsletter is available — read it now. 5/29/09
Lynda Reisinger was honored for her 30+ years of service in a campus ceremony held in April. Congratulations and thank you Lynda! 5/29/09
Compliance Issues on Sponsored Projects — Training presented by OCG and SPA. Thursday May 21, 8:30–11:00 in ARC 620. Details & registration info. 5/15/09
Fiscal year end town meeting — an overview of the year end process and how it involves you. Get your questions answered and steel your nerves. Morning & afternoon sessions Thursday June 4. Info & sign up. 5/14/09
FY10 fringe benefit rates — FY2010 fringe benefit rates have been approved by DHHS and are posted on our Benefit Rates page. 4/17/09
Diana Vidal and Isabel Dunn are the recipients of the ABS Quarterly Award for outstanding service. Congratulations and thank you to all who participated in this ABS official recognition program. 4/17/09
March is closed — The month-end close for March is complete. The FIN reporting database & CIW are updated with month-end transactions. 4/6/09 .
April 2009 newsletter is available — Read it now. 3/31/09
Special ePER training April 7— Discover how to handle the quirks and mysteries of electronic Personnel Effort Reporting. Tuesday April 7, 2009, 2:30–4:00pm, ARC 620. Get details and registration information. 3/19/09
APSs have moved — Administrative Policy Statements (APS) are now located on the University Policy Office website. The ABS website has been updated with the new URLs. 3/16/09
February is closed — The month-end close for February is complete. The FIN reporting database & CIW are updated with month-end transactions. 3/4/09
March newsletter is now available — read it now. 2/27/09
Unclaimed funds — View the most recent Unclaimed Revenue Report listing outstanding wires and ACH items that have not been claimed. If you wish to claim the funds, please contact cashmgmt@colorado.edu. updated 2/18/09
Finance System upgrade tips — The Finance System completed an upgrade Sunday February 15. Changes to be aware of: 1) Clear your cache before logging in for the first time after the upgrade (how to). 2) If you used a shortcut to logon before, it won't work. Login from the planets page and create a new shortcut. 3) Use all caps for your User ID. Lowercase won't work anymore. 4) Call UIS if you have password problems 492-9457. 2/16/09
Finance System planned downtime — Starting Friday, February 13, 2009, 6:00pm to Sunday afternoon, the Finance System will be unavailable due to an upgrade. The CIW/Reporting System (and the Finance Reporting System) will be available throughout the upgrade process. Before logging back into the Finance System after the upgrade, you must clear your cache (how to).2/11/09
OCG/SPA brown bag Thursday Feb 12 — Topics of interest to the research community. Thursday, February 12, Noon–1:30pm, UMC 325. Details. 2/10/09
PSLite training location change — The PSLite training scheduled for Friday, February 20, 2009 has moved to the Marine Street Science Center (RL6) Room W179. Same 8-10am time. Registration required. More info. 2/5/09
January is closed — The month-end close for January is complete. The FIN reporting database and CIW are updated with month-end transactions. 2/5/09
Fundraising Events Training — The OUC will conduct this training Thursday February 19, 1:00–3:30 in UMC 382-386. Registration required. 2/2/09
February newsletter available — read it now.1/30/09

Travel account codes get slimmed down — Effective March 1, 2009, all travel account codes except the following will be inactivated for streamlining purposes. Starting March 1, please begin using only these codes to record travel activity. Questions? Please contact your area accountant. 1/29/09

Active Travel Codes Starting 3/1/09

700100 - Employee Travel - In State

700200 - Employee Travel - Out-of-state

700204 - Emp Trvl OutState Bowl Games

700300 - Employee Travel –International

700400 - RTD Bus Passes

702000 - Non-employee Travel - In State

702100 - NonEmployee Trvl -Out of State

702105 - Non-emp Outstate Tvl Postseasn

702200 - Non-employee Travel -Internatl

702400 - AHEC Housing

December is closed — The month-end close for December is complete. The FIN reporting database and CIW have been updated with December month-end transactions. Reports are available in the portal. 1/12/09

Calendar Year 2008

January newsletter now available — Read it now. 12/31/08
Mileage rate drops to 50¢ — Effective 1/1/09, personal vehicles used for official university business can be reimbursed at 50¢ per mile (was 53¢). If road conditions require a 4-wheel drive, the rate is 53¢ (was 56¢). Travel that begins before and ends after January 1 must split the mileage between the two rates. The Travel Voucher form has been revised. 12/29/08
December close extended a day to January 6 — Holiday scheduling has pushed back the campus close for December to Tuesday, January 6 12/18/08
Blackboard training moves to SkillPort Dec. 22 — On December 22, 2008 employee trainings on Blackboard move to SkillPort. Beginning 12/22/08, employees will be able to access the new system through the MY.TRAINING tab in the my.CU portal. Questions? Email Janet Lowe. 12/18/08
Sales tax stays 8.16% — Sales tax rates for Boulder remain the same for CY 2009 at 8.16% for most items, and 8.31% for food service sales. If you have questions about sales tax, please contact Maggie Young, 2-6375. 12/17/08
Try the Try Me reports & send in your feedback by Dec. 31 — More info on what this is all about. 12/9/08
CIW holiday update schedule — The update schedule for the Central Information Warehouse, which provides data for the Reporting System, will not be updated Thursday–Sunday, Dec. 25–28 or Thursday Jan. 1. 12/8/08
November is closed — The FIN reporting database and CIW are updated and the month-end reports are in the portal. 12/8/08
December newsletter now available — Read it now. 11/26/08
Efficiency Task Force open forum Monday Dec. 1 — You are invited to the open forum sponsored by the president’s task force on efficiency, charged with identifying how to simplify, eliminate or improve policies and streamline procedures. Monday, December 1, 10:30–11:30am, UMC, Room 235. Information about the task force. 11/25/08.
October is closed — The month-end close for October FY09 is complete. The FIN reporting database and CIW have been updated with October month-end transactions. Reports have been delivered to the portal. 11/10/08
Fall Campus Forum Thursday Dec. 11, UMC 235, 9-11am — Presented by the OUC/PSC. Topics include policy updates, the Expense System, Wireless Telecom Survey Results, Do the Right Thing Awards, the new Try Me feature in the Reporting System, and end-of-semester and holiday spending. Registration required. 11/5/08
Intro to Sponsored Project Administration Thursday Nov. 13 — This workshop gives an overview of proposal submission, award processing, and project management targeted to newer department administrators and faculty. In ARC 620, 8:30-11:00am. Please RSVP. Detailed information. 11/5/08
November newsletter available — Read it now. 10/31/08
Jeanne Connely, Leila McCamey, & Sutha Thanikasalam were the recipients of the ABS employee quarterly award for service above and beyond. Congratulations and thank you all for your nominations & participation. 10/30/08
September is closed — Month-end reports are in the portal. 10/6/08
October ABS newsletter now available — Take me there. 9/30/08
Supplier Showcase Tuesday, September 30 — in the Glenn Miller Ballroom - University Memorial Center (UMC), 10 a.m. to 2 p.m. Over 40 suppliers; learn about new technologies, equipment and products; pick up samples; register for door prizes. Meet your PSC staff. Visit with several CU departments. RSVP requested. More info. 9/24/08
Greg Roers joined ABS-General Accounting as the new Accountant III Central Operations Manager starting September 22, 2008. Greg succeeds Suzie McGinley who was promoted to another state agency. 9/23/08
Department Administrators Breakfast — OCG and SPA are hosting our annual Department Administrators Breakfast Wednesday, Sept. 17, 2008, from 8:30 – 10:30, in ARC 620, 3100 Marine Street. Read the full agenda. Please email Chandra (or call 2-6224) if you plan to attend. updated 9/16/08
OCG/SPA 2008/2009 events — SPA & OCG have teamed up once again to present an exciting program for faculty and staff for the coming academic year. See complete event schedule. 9/15/08
ABS class changes — Due to the shut down of ARC 248 as a meeting room, all ABS classes that were scheduled there have been assigned new locations. The Guide training classes will meet in ARC 620 with the first session pushed back to October 9 starting at 1:45pm. Statement Reading classes will meet in ARC 446. Our training page has the current information. updated 9/10/08
Fiscal certification/assessment due — Chancellor's certification due Sept15 and all others are due earlier. Read the quick how-to in Connections. 9/8/08
August is closed — The FIN reporting database and CIW are updated with August month-end transactions. The month-end burst reports are available in the portal. 9/5/08
Take the wireless survey— Does CU provide you with cell phone or wireless data services, or are you otherwise involved in wireless telecommunications processes at CU? Take the Wireless Communications Survey and tell us how the process works and what changes you'd like to see. Participants are eligible for weekly prize drawings. Survey available through October. 9/2/08
Sylvia Estrada was hired to the SPA Billing Tech position vacated by Maggie Young (promoted). Sylvia started September 2 and comes to ABS from the Psychology Dept. 8/29/08
September newsletter is available — Read now. 8/29/08
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
Certify those summer term ePERs (electronic Personnel Effort Report) — Available on the MY.TOOLS tab of the my.CU portal. If a part of summer salary was paid by a sponsored project (Fund 30), effort must be certified. Emails are sent in early September with instructions to review and certify the ePER within 90 days. ePERS Step-by-Step Guides. 8/25/08
Demetria Ross and Debbie Fuqua were the recipients of the ABS employee quarterly award for service above and beyond. Congratulations to both and thank you all for participating in this official ABS recognition program. 8/19/08
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 24^th 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 were sent out earlier this month and that reconcile to your balance sheet balances are due back to ABS on Friday, August 4th. Posted July 25, 2006
Violet Lehman is the new Accounting Tech III in SPA’s billing area. She comes from outside the university and brings many years of AR and AP experience. 7/18/06
Journal entry page change—On or around July 27, the JE page will include new instructions on creating a proper JE, a link to debit/credit conventions, and a renaming of the "Long Description" to "Business Purpose." Also, new reports will now appear "normalized" meaning normal balances are positive, and abnormal balances are negative. Click here to learn more. Posted 7/13/06.
Reporting tool training—Trainings on the new Reporting Tool are scheduled for July 28 and 31 on the Boulder campus. Click here for more information. The Systems office will burst (deliver electronically) and print the standard financial reports as planned with the July close in August. This will not include the new officer version of the report, which will be rolled out shortly thereafter in August. Posted July 10, 2006.
Congratulations to James Lei and to Bev Rogers who received this quarter's ABS Employee Recognition Awards. Thanks to all who submitted nominations in support of this formal ABS program.
New reports update—The Systems office will burst (deliver electronically) and print the standard financial reports as planned with the July close in August. This will not include the new officer version of the report, which will be rolled out shortly thereafter in August. Posted July 7, 2006
CU ethics hotline—Beginning in mid-July, CU will provide employees a method of reporting violations of law or policy anonymously by phone or web. Details on Internal Audit's website. Posted June 27, 2006.
New fringe benefits rates—New fringe benefit rates for FY07 have been approved by HHS. Posted June 26, 2006.
Gifts now have $0 threshold—Beginning with the 5/31/06 draw, linked gift FOPPS will get a weekly cash transfer from the Foundation no matter how small the dollar amount. (The old threshold was $100.) Posted June 23, 2006.
Internal Service Center (ISC) FY07 rates due—All Internal Service Centers must complete a rate calculation worksheet for FY07 for each of their service centers and return it to ABS no later than 6/30/06. The FY07 worksheet and instructions are available online. FY06 is also available in case you never submitted last year's. Posted June 22, 2006.
JE change survey results—Here are results of a survey sent out June 8 about proposed instructional language to be added to the PeopleSoft journal entry page. Some interesting comments too. Posted June 19, 2006.
New PSLite version—A new version of the popular PSLite report tool is now available on this webpage (on the left under Reports designated 06-07-06). Enhancements include gift fund balances and gift purpose codes on some of the reports. Posted June 6, 2006.
New records disposition dates—New disposition dates have been established for financial source documents. 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 June 5, 2006.
New mileage reimbursement rates—Beginning June 1, 2006 the mileage reimbursement rate per mile went up to 33¢ for cars, 36¢ for 4-wheel drives, and 40¢ for private aircraft. See Mileage Q&A. Posted June 2, 2006.
PSLite class June 9, 2006—A PSLite class has been scheduled for June 9, 2006, 9-11am, at UMS. Just in time for all those year-end reports you have to run. Click here for more details. Posted May 30, 2006.
COA-Lite form now available—Try out the new Boulder campus form for most of the common Chart of Account requests (new speedtype, etc.). You can continue to use the old form, but this was designed for ease of use. Feel free to send feedback to barry.northrop@colorado.edu. Posted May 24, 2006.
Moratorium on inactivations—In order to stabilize our chart of accounts heading into year-end, no orgs, programs, projects, or speedtypes will be inactivated during June. Get your requests in before May close, June 2, 2006. Read the campus announcement. Posted May 22, 2006.
Fringe Benefit rates for FY07—Here are proposed rates...not yet final. But you can use them for planning purposes. Posted May 18, 2006.
Fiscal Year End Closing Town Meeting—The annual FYE Closing Town Meeting will be held June 7, 2006 in Eaton Humanities, room 150. Two sessions: 9:00-12:00 and 1:30-4:30. More info. Register by email to accounting@colorado.edu. Posted May 17, 2006.
Auxiliary Budgets for FY07 due—Budgets for Fund 20, 26, 28, and 29 must be submitted to the Office of Planning, Budget & Analysis (PBA) by 6/30/06. For detailed instructions, read the email sent out by PBA. Posted May 5, 2006.
Sutha Thanikasalam joined SPA and took over Barry Northrop's (promoted) Army, BR, DOJ, USDA and non-federal Engineering projects. Sutha was most recently an accountant with Boulder county.
Chris Zetterholm takes over the Lead Accountant position in General Accounting's Technical Support position (Ryan Yu's job–promotion/ transfer). Chris has worked in the System Controller's Office for the past 9 years.
Bev Baran joined SPA and takes over Pat Dodson's (promoted) position in Project setup and coordinator with OCG. Bev's most recent job was the senior auditor for the City & County of Denver.
Diane Przygocki (priz ga' key) joined SPA as the grant accountant responsible for Leila McCamey's old projects. Diane replaces Pat Fanning (retired) whose NSF (and a few other) projects went to Leila. Diane was most recently the senior accountant at a manufacturing company.
Internal Service Center (ISC) FY07 rates due—All Internal Service Centers must complete a rate calculation worksheet for FY07 for each of their service centers no later than 6/30/06. An email with worksheet will be sent out in May but the worksheet and instructions are available online now. Posted 5/4/06.
Cash bars now okay under certain conditions—The Alcohol Purchase and Provision policy was revised and now allows departments to use university funds to buy alcohol to stock a cash bar from a Fund 34 “Y” FOPP as long as certain conditions are met. The change is posted in the Alcohol policy FAQ question 6c Cash Bar and Corkage Fees. Posted April 27, 2006
Reporting tool materials available—If you missed the Reporting Tools Demonstration April 6 (or if you attended and want a review), the demo materials are available on the Reporting Project website. Posted April 21, 2006
Moratorium on new accounts—In preparation for year-end close, May 1, 2006 begins a moratorium on creating new accounts (asset, liability, revenue, expense). If you need a new one, get your request in now. Posted April 19, 2006
Fiscal roles 101—If you've struggled trying to understand the distinction among the various fiscal roles, take a look at this summary. Includes the financial reports they will get with the new Reporting Tool. Posted April 18, 2006
Simple speedtype query available in CUConnect—The Simple Speedtype Query tool is now available on the Tools & Resources tab in CUConnect. Although not meant for complex accounting, it provides a quick and easy way to keep an eye on speedtypes of interest to you. Log on to https://cuconnect.colorado.edu/ and have fun. Posted April 7, 2006
Black box feed problem for Gift JEs—Black box feeds will not validate if any journal line contains a credit to a Gift Fund speedtype with a "Y" (alcohol) attribute. This includes revenue or an expense credit. Don't include these in the feed. Use a separate journal which will need approval either from the OUC (special events) or the Treasurer's office (everything else). Posted April 6, 2006
Gift deposit flowchart—An updated Flowchart for Processing Gift Checks is available online. Posted April 3, 2006

ABS quarterly awards nominations—Please help us recognize individuals in ABS who have gone above and beyond in their jobs in the department. Nominations may be submitted to Lauren.Caraballo@colorado.edu and are due by 5/2/06 to be included in this quarter's award. Posted April 21, 2006
Reporting tool launch delayed—The target is now July reports available the first week of August 2006. Read the announcement at http://www.cu.edu/controller/reportingproject/. Posted April 6, 2006
Forms that need Controller approval—Controller Jud Hurd will be out of the office for the month of April. In his absence Laura Ragin, Director of Accounting, will sign forms normally calling for Controller approval. April 3, 2006
The FY07 GAIR rates have been approved. GAR 5.17% and GIR 0.33%. Total FY07 GAIR rate is 5.50%. Use this for your budget planning. PBA planning parameters will be updated: http://www.colorado.edu/pba/budget/plan07.html Posted March 14, 2006
Pat Dodson was promoted to Accountant III in the position of Internal Compliance Supervisor, replacing Chisya Delamarter in SPA.
Ted Montoya joined SPA's Billing Unit, replacing Gabriel Ruiz. Ted hails from the private sector (British Petroleum) and enjoys ice fishing, big game hunting, 4 wheeling, and camping.
Congratulations to Lauren Caraballo and Lynda Reisinger for receiving this quarter's ABS Employee Recognition Awards. Thanks to all who submitted nominations in support of this formal ABS program.
Online Gift Management Training is now available. Training is mandatory for those with a fund 34 fiscal role. Posted March 7, 2006
Gift Fund Setup Form is now available. Use this form to create or modify a Gift Fund 34 speedtype. Posted March 7, 2006
Gift fund JE deadline—Recent changes in Gift Fund 34 procedures included the creation of a Gift Approver role in the finance system. However, the employee data needed to populate these fields has not yet been fully deployed to the system. This means that in many cases departments are unable to approve their own journals. In the interim, ABS is filling in as Gift Approver for these journals. For those of you who are unable to approve your fund 34 journals, we ask that you create and validate them by 4:00 p.m. Tuesday March 28 to give ABS enough time to approve them in time for the March close. If you have general questions, or questions about your specific journal, please contact Dave Mornes, 2-1071, david.mornes@colorado.edu Posted March 24, 2006
The Reporting Tool Demo scheduled for March 23, 2:00–3:30 has been rescheduled to April 6, 2006, 2:00-3:30 in ARC 620. Posted March 14, 2006
Code of Ethics training deadline—After March 1, 2006 all Finance users, HRMS, HR/GL users of CIW, and ACARD holders, approvers, and reallocators who have not completed the Fiscal Code of Ethics Online Training will be locked out of the system. The Office of University Controller's website has more information. Posted March 6, 2006
Pizza receipts—Payment vouchers for pizza reimbursements need a detailed itemized receipt. The Controller will no longer sign off on the Unavailable Documentation form with the argument that a receipt was not available. Posted Mar 1, 2006
Gift fund spreadsheets to establish a one-to-one relationship between Gift Fund speedtypes and CU Foundation accounts were due in to the Office of University Controller Friday February 24. Please continue to complete and return those as soon as you can. This system goes live March 6. If you need help, call your area accountant or the OUC. Posted Feb 27, 2006
New APS—President Brown just signed the new Reimbursement for Work Done on Behalf of a University of Colorado Supporting Foundation APS (scroll to "Foundation") and attachments A, B, & C issued February 24, 2006, effective November 1, 2005. Posted Feb 27, 2006
The new financial Reporting Tool that was demonstrated on the Boulder campus in October 2005 with an expected launch date in January 2006 has been pushed back due to other pressing priorities. Refinements continue to be made and a new demonstration is scheduled for the Boulder campus on April 6, 2006, 2:00-3:30pm in ARC 620, 3100 Marine Street. No registration required—just show up. Updated March 24, 2006
Gabriel Ruiz was promoted to Accountant I and transferred to Financial Aid. Lindsay McCandless will take over his duties until a replacement is hired.
The Finance System February close has been extended to March 3, 6:00pm due to the time and resources required for the Gift Fund Project. Posted 3/2/06
Big changes are coming in the way gifts (Fund 34) will be processed. The Office of University Controller (OUC) has scheduled two training sessions on the Boulder campus March 3, 2006, 9:30-11:00am and March 23, 2006 3:30-5:00pm in ARC 620, 3100 Marine Street. No need to register. Training is mandatory for those with a fund 34 fiscal role and will also be offered online starting on or around March 6 on the OUC website, which has more info and resources on the new Gift Fund process. Posted February 16, 2006
The Fiscal Code of Ethics Online Training deadline has been extended to March 1, 2006. Click the link to find instructions for accessing the course. All Finance Users, HRMS, HR/GL users of CIW, and ACARD holders, approvers, and reallocators must take the training. If you already took the test, or think you did, click here to check your score. Go to the Office of University Controller's website for more info. Posted January 19, 2006
Pat Fanning, SPA Grant Accountant, retired at the end of January after 22 years of service to CU. We all wish her the best and thank her for the knowledge, hard work, and unflappable good cheer she has shared with us. Leila McCamey took over all of Pat's duties. Posted January 2006
Pat Libhart transferred to SPA's Billing Area from the Department of Computer Science where she was the grant administrator and payroll liaison. She's been with the university for 13 years. Posted January 2006
Heather Lin is the new Area Accountant for the Provost and Executive Vice Chancellor for Academic Affairs-Non A&S Academic Units. Prior to CU she worked for CPA firms in Boulder, Denver, and Spokane. Posted January 2006
Gabriel Ruiz transferred to SPA's Billing Area from Scholarship Services. He graduated from UCB in Business and is working on a MS in Accounting and Information Systems. Gabriel is from Chile. Posted January 2006
Diana Vidal transferred to General Accounting's Technical Support Area from the Office of Contracts and Grants where she worked for over four years. She had a brief stint at Mailing Services before that. Posted January 2006
Jeanne Connely was promoted to Accountant I. She has worked in General Accounting's Central Operations for five years. Prior to that she worked at LASP and the state of Colorado. Posted January 2006
Suzie McGinley was promoted to Manager of General Accounting's Central Operations. She has been at ABS for four years and was an auditor with the Colorado Division of Insurance before joining CU. Posted January 2006
Barry Northrop was promoted to Assistant Director of Accounting Policies and Procedures. He has been at CU for four years and has worked in General Accounting, the Bursar's Office, and SPA. Posted January 2006
Chisya Delamarter left SPA to become the Assistant to the Dean of the Graduate School. Posted January 2006

A PSLite training has been scheduled February 14, 2006, 9–11 at UMS. Take advantage of this almost-rare offering. Click for details. Posted Feb 7, 2006.
The February 2006 ABS Newsletter is available online. Posted January 31, 2006

Calendar Year 2005

As suggested by representatives from the National Science Foundation following a recent site visit, a new ABS policy to document Boulder campus procedures for the treatment of Participant Support Costs has been approved. Links can be found from both the SPA topics page and the alphabetical list of topics. Posted December 12, 2005
David Mornes has transferred to ABS from the Institute for Cognitive Studies (ICS). He is the new Area Accountant for the Chancellor, Vice Chancellor for Student Affairs, Vice Chancellor for Research, and the Graduate School.
Meg Thompson has been promoted from the SPA Billing office to an Accountant I position in the Technical Support division of General Accounting, effective November 14, 2005
Phensiri Phanichpatom transferred into the Cash Accountant position in the Central Operations division of General Accounting.
Ryan Yu has returned to ABS as the lead Accountant in the Technical Support division of General Accounting.
Alcohol Purchase and Provision

Policy Statement issued by the System Controller's Office Sept. 2, 2005.
Demetria Ross, recently from Mailing Services, transferred to an Accountant I position in the Internal Compliance division of Sponsored Projects Accounting. She is responsible for cost-sharing and PERS. Posted October 7, 2005.
Internal Controls and Compensating Controls

Revised guidelines issued August 2005.
Congratulations to ABS's own David Sayers who was selected to replace Tzuyea Yu as the Assistant Director for General Accounting! Posted August 17, 2005.
The June issue of the ABS Newsletter is now available. It is a Word file. Posted June 16, 2005.
The Guide has been updated to reflect the changes resulting from the Finance System upgrade. Posted June 13, 2005.
The May issue of the ABS Newsletter is now available. It is a Word file. Posted May 19, 2005.
Congratulations to Hua Xu and Leila McCamey for receiving the ABS Employee Recognition Awards for this quarter. Thanks to all who submitted nominations in support of this formal ABS program. Posted December 12, 2005.

The CU Foundation will NOT be transferring funds to the University on Monday, May 23rd. Transfer requests received at the Foundation by noon on Thursday, May 26th will be reviewed and wired to the University on Tuesday, May 31st. Posted May 6, 2005.
The ABS Year-End Town Meeting will be held on June 8th. There will be a morning session and an afternoon session. More to come in the May issue of the ABS Newsletter. Posted April 26, 2005.
The "Getting Ready for Fiscal Year End" announcement is now available. Posted April 25, 2005.
The April 2005 issue of the ABS Newsletter is now available. Posted April 20, 2005.
Please help us recognize individuals in Accounting & Business Support who have gone "above and beyond" in their jobs. Nominations should be submitted by email to Jeanne.Connely@colorado.edu. Include the name of the nominee and a description of the employee's accomplishment or service as well as your name and department. Submit your nomination by May 11th. Posted April 18, 2005
The March 2005 issue of the ABS Newsletter is now available. Posted March 20, 2005.
GAR and GIR Rates for FY2006 have just been announced:
- GAR = 4.95%
- GIR = .33%
- GAIR Combined Rate = 5.28%. Posted March 20, 2005.
Chapter 12, Accounts Receivable, has been updated with the addition of "Section X, Tuition Bills, Tuition Disputes, and Final Agency Determination." A section discussing the process for disputing tuition charges has been added. Posted March 13, 2005.
SPA has produced two new documents to serve as resources for those who work with sponsored projects: Third Party Cost Sharing Contributions and Typical Direct and Indirect Costs (F&A). Posted March 10, 2005.
Chapter 12, of The Guide, Accounts Receivable, Section XIII, F, Collection Fees, has been updated. The text of CRS 24-79.5-102 has been added. The State Auditor found that there may be insufficient legal basis for some of the delinquency and collection fees being added to accounts by agencies and institutions when they forward these accounts to the Department of Personnel & Administration for collection. The audit recommends that all state agencies provide documentation establishing their authority to add collection or delinquency fees to these accounts. Information about what is allowed by State Statute in terms of delinquency fees can be found in CRS 24-79.5-102. Posted February 24, 2005.
The February 2005 issue of the ABS Newsletter is now available. Posted February 22, 2005.
CONGRATULATIONS to Jeanne Connely and Tzuyea Yu for receiving the ABS Employee Recognition Award. Many thanks to all of you who submitted nominations. Posted February 19, 2005.
Two new PSLite courses are being offered. Posted February 18, 2005.
A revised version of the Cost Transfer Policy is now available. Posted February 15, 2005.
The February issue of the ABS Newsletter will be published on February 21, 2005. Posted February 14, 2005.
Chapter 10 of The Guide, Cash Management, has been updated. The order of the contents found in this chapter has been rearranged so that the functions done by the Office of Cash Management are grouped together in the first part of the chapter, and the responsibilities of Accounting and Business Support are found in the latter half of the chapter. Information about Securing Personal Data, such as recording credit card or social security numbers and restrictions on credit card receipts, has also been added. Posted February 10, 2005.
Please help us recognize individuals in Accounting & Business Support who have gone "above and beyond" in their jobs. Nominations may be submitted using the Employee Recognition Awards Nominations form on the ABS Web site at http://abs.colorado.edu/ABS%20WEB/employee_recognition_award_nomin.htm. Submit your nomination by February 15th. Posted January 25, 2005
The university's FY2004 Annual Report is now available. Posted January 25, 2005
The January issue of the ABS Newsletter is now available. Posted January 21, 2005.
Chapter 12 of The Guide, Accounts Receivable, page 24, has been updated with new information as a result of findings made by the State Auditor relative to collection costs and delinquency charges pertaining to Accounts Receivable. Posted January 9, 2005.

Calendar Year 2004

New Sales Tax Rates become effective January 1, 2005. Posted December 28, 2004.
- The new combined Sales Tax rate will be 8.16%
- The new Food Service Tax rate will be 8.31%.
- Tax rates for sales made to locations outside of the City of Boulder will remain unchanged.
The December issue of the ABS Newsletter is now available. Posted December 20, 2004.
CONGRATULATIONS to Pat Dodson and Peggy Watson for receiving the ABS Employee Recognition Award. Many thanks to all of you who submitted nominations. Posted December 9, 2004.
The Sponsored Projects chapter of The Guide, Chapter 14, is now available. This chapter covers the responsibilities of key players in post-award management, types of external support, award funding and payment, research team roles and responsibilities, rules and regulations, and project management. Posted December 6, 2004.
Please make note of the following changes in The Guide. Chapter 10, Section VII B, Procedures for Getting a Change Fund and Section VIII, B, Requesting a Petty Cash Fund. November 2004. The following sentence contained in each of these sections, "The custodian must cash the check at the Cashier's window in Regent Hall," has been changed to, ""The custodian may cash the check at the Cashier's window in Regent Hall". Posted November 22, 2004.
The November 2004 issue of the ABS Newsletter contained an error relative to IN and sponsored project PET deadlines. The CORRECT deadlines are: Data Control's deadline to receive INs for processing with November business is 4:00 p.m. on November 23rd. The deadline to create end-of-month PETs relating to Fund 3x is also 4:00 p.m. on November 23rd. Posted November 18, 2004.
The November 2004 issue of the ABS Newsletter is now available. Posted November 15, 2004.
Please help us recognize individuals in Accounting & Business Support who have gone "above and beyond" in their jobs. Nominations may be submitted using the Employee Recognition Awards Nominations form on the ABS Web site at http://abs.colorado.edu/ABS%20WEB/employee_recognition_award_nomin.htm.
The October edition of the ABS Newsletter is now available. Posted October 18, 2004.
Two PSLite training sessions will be held during October. Posted September 28, 2004.
The September issue of the ABS Newsletter is now available. Posted September 15, 2004.
Homework Assignments, due AT the first Accounting 101 Class on October 5th are now posted. Posted September 15, 2004.
Check out these Fall course offerings: Accounting 101 and The Guide. Posted August 17, 2004.
The August 2004 issue of the ABS Newsletter is now available. Posted August 16, 2004.
CONGRATULATIONS to Mike Bussey and Kathy Phillips for receiving the ABS Employee Recognition Award. Many thanks to all of you who submitted nominations. Posted July 23, 2004.

The July issue of the ABS Newsletter is now available. Posted July 16, 2004.

Announcing revised flat benefit rates, which became effective on July 1st, that include termination vacation and sick leave pay for selected employee groups. Posted July 12, 2004.
Check out these two Web sites that address the prevention, detection, and reporting of fraud. Posted July 8, 2004.
- Fraud, Theft, Embezzlement, Abuse, or Waste of University Resources. Link to CU Internal Audit.
- State Fraud Hotline
List of outstanding Wire Transfers. Posted June 30, 2004.
The June issue of the ABS Newsletter is now available. Posted June 15, 2004.
The PS Lite class on June 16, 2004 is FULL. A second section has been opened on June 17, 2004. Posted June 11, 2004.
The deadline to turn in completed inventory worksheets is July 9, 2004. The date published in the May issue of the ABS Newsletter is incorrect. Posted May 25, 2004.
The next session of Accounting 101 will be held in October. Posted May 21, 2004.
The May issue of the ABS Newsletter is now available. Posted May 11, 2004.
A DRAFT of Chapter 14 of The Guide, Sponsored Projects Accounting, is now available for review and comment. Posted April 5, 2004.
Please help us to recognize individuals in ABS who have gone "above and beyond" in their jobs in the department. Nominations can be submitted using the ABS Employee Recognition Award Nominations Form on the ABS Web site at http://abs.colorado.edu/ABS%20WEB/employee_recognition_award_nomin.htm. Deadline to submit nominations for this quarter's awards is May 12, 2004. Posted April 30, 2004.
Homework Assignment to be completed PRIOR TO the April 21st session of Accounting 101. Posted April 16, 2004.
The Unaudited Supplement to the 2003 Annual Report is now available on the Financial Reports page of the ABS Web site. Posted April 9, 2004.
The April edition of the ABS Newsletter is now available. Posted April 15, 2004.
Homework Assignment to be completed PRIOR TO the April 14th session of Accounting 101. Posted April 8, 2004.
Sales Tax Update for departments who administer their own sales tax and have annual liabilities greater than $75,000 in State of Colorado sales tax. If your department meets both of these criteria, you must make your tax payments by Electronic Funds Transfer. Posted March 30, 2004.
Tentative and preliminary information is now available for FY2005 Auxiliary Fund Budget Planning. Posted March 17, 2004.
The March 2004 issue of the ABS Newsletter is now available. Posted March 17, 2004.
Effective March 1, 2004 Budget Services will be housed within the Office of Planning, Budget, and Analysis. The information on the ABS Budget Services Web page will not be updated after March 1st. Posted March 1, 2004.

Announcing Accounting 101, which is new course to be taught by Jud Hurd. Posted February 25, 2004.

CONGRATULATIONS to Pat Fanning and Bill Hewes for receiving the ABS Employee Recognition Award. Posted February 24, 2004.
A new schedule of Payroll Expense Transfer training classes is now available. Posted February 11, 2004.
FY 2005 Budget Planning Update for Classified Staff Salaries; Email from Planning Budget and Analysis Posted February 11, 2004.
Please help us to recognize individuals in ABS who have gone "above and beyond" in their jobs in the department. Nominations can be submitted using the ABS Employee Recognition Award Nominations Form on the ABS Web site at http://abs.colorado.edu/ABS%20WEB/employee_recognition_award_nomin.htm. Deadline to submit nominations for this quarter's awards is February 13, 2004. Posted February 9, 2004.
Update to Chapter 10 of The Guide pertaining to Cash Control. The State Fiscal Rule reference in Section K , Refunds, found on page 6 of the chapter, has been updated to reflect Fiscal Rule changes that went into effect on July 1, 2003. The correct Fiscal Rule reference is Chapter 6, Rule 6. Posted February 9, 2004.
ABS FTE Policy is now available. Posted February 5, 2004.
The Guide and The Primer have been updated to reflect the change in the operating expense account from 450000 to 460000. Posted January 29, 2004.
The PowerPoint presentation from the January 27, 2004 State Fiscal Rule Training is available at Fiscal Rule Training. Posted January 28, 2004.
Information about the Director of Accounting Position. Posted January 21, 2004.
Payroll Expense Transfer Training will be held on January 27. Pre-registration is required. Posted January 20, 2004.
Update to Chapter 10 of The Guide pertaining to Cash Control. The section addressing Checks, found on page 3 of the chapter, has been revised to incorporate House Bill 03-1272 that prohibits recording a social security number or a credit card number when accepting a check for payment. Note: Due to the addition of this information, the page numbers in the Table of Contents for Chapter 10 have also been adjusted. Posted January 7, 2004.
Prohibition on Recording Social Security Number or Credit Card Number When Accepting Checks. Posted January 7, 2004.

Calendar Year 2003

Update to Chapter 9 of The Guide: The threshold for recording prepaid expense has been changed from $10,000 to $35,000. Posted December 31, 2003.
Update to Chapter 12 of The Guide regarding departmental billing processes. Posted December 4, 2003.
ABS EMPLOYEE RECOGNITION for Quarter 4: Congratulations to Sandra Godden and Bev Rogers for receiving this recognition! Posted December 1, 2003.
Prohibition on making cash transfers from TABOR Enterprises to the General Campus: A recent, new interpretation of Colorado Revised Statute 23-5-103(3) prohibits TABOR enterprise operations whose net income is pledged to revenue bonds from making transfers to the general campus. Posted November 21, 2003.
The CU Foundation has adopted the following schedule for wire transfers to the University for the upcoming holidays. Please plan your transfers accordingly. Contact Marilyn Coppage at the Foundation with questions. She can be reached at 303-735-9927. Posted November 10, 2003.
Transfer form received by noon /Wire to University
- Thursday Nov 13, 2003/ Monday Nov 17, 2003
  Regular Schedule
- Monday Nov 24, 2003 /Wednesday Nov 26, 2003
  Holiday adjustment
- Monday Dec 8, 2003 /Wednesday Dec 10, 2003
  Holiday adjustment
- Thursday Dec 18, 2003 /Monday Dec 22, 2003
  Regular Schedule
- Monday Dec 29, 2003 /Wednesday Dec 31, 2003
  Holiday adjustment
- Thursday Jan 8, 2004 /Monday Jan 12, 2004
  Reinstate regular schedule
Payroll Expense Transfer Training will be held on December 22. Pre-registration is required. Posted December 1, 2003
Prohibition on making cash transfers from TABOR Enterprises to the General Campus: A recent, new interpretation of Colorado Revised Statute 23-5-103(3) prohibits TABOR enterprise operations whose net income is pledged to revenue bonds from making transfers to the general campus. Posted November 21, 2003.
Town Meeting to discuss the new interim process for gift revenue hosted by Jud Hurd, CU-Boulder Controller and Myrna Hall, CU Foundation Vice President for Boulder Development: Wednesday, November 12 from 2:00 to 3:00 p.m. in the Administrative and Research Center room 620. Please register for this town meeting by sending an email to accounting@colorado.edu. Posted October 22, 2003.
The October ABS Newsletter is now available on line. Posted October 16, 2003.
Update to The Guide in Chapter 13, Internal Service Centers. Posted October 13, 2003.
Please help us to recognize individuals in ABS who have gone "above and beyond" in their jobs. Nominations can be submitted using the ABS Employee Recognition Award Nominations Form on the ABS Web site at http://abs.colorado.edu/ABS%20WEB/employee_recognition_award_nomin.htm. Deadline to submit nominations for this quarter's awards is November 14, 2003. Posted October 13, 2003.
New, Section 508 Accessible, Web pages are being integrated into the ABS Web site. Although these pages have been rigorously tested, please notify Catherine.Marquis@colorado.edu if you encounter any links that are not working. Posted September 17, 2003 and again on September 29, 2003.
Congratulations to Jane Schleimer and Ryan Yu for receiving the ABS Employee Recognition Award for the third quarter. Many thanks to all who supported this ABS initiative by submitting nominations. Posted September 24, 2003.
ABS announces a new course offering designed to TACkLe The Guide (Take A Closer Look at...The Guide). Pre-registration is required. Send an e-mail to accounting@colorado.edu. Posted September 18, 2003.
September ABS Newsletter posted September 16, 2003.
Update to The Guide. The following text addressing Back-Up Custodian should be added after the "Exception" section on Page 15 of Chapter 10 - Cash Control. Posted September 9, 2003.

1. Back-Up Custodian

In the event the custodian is unable to request the petty cash fund reimbursement her/himself because of absence due to illness, vacation, etc., it is permissible for the back-up custodian to make the reimbursement request and receive the reimbursement check. The voucher must very clearly indicate that the payment is a petty cash reimbursement for "name of official custodian" and include the reason the warrant is not made out to that custodian.

Reimbursements to a back-up custodian must be considered as "an exception, rather than the rule", and may be disallowed by the PSC should their frequency reach an unacceptable level.

Please help us to recognize individuals in ABS who have gone "above and beyond" in their jobs in the department. Nominations can be submitted using the ABS Employee Recognition Award Nominations Form on the ABS Web site at http://abs.colorado.edu/ABS%20WEB/employee_recognition_award_nomin.htm. Deadline to submit nominations for this quarter's awards is September 19, 2003.
For those registered to attend the Records Management Town Meeting on September 11, please print out the three documents below and bring them with you.

1. Financial Records Management Policy for UCB

2. Records Custodian, Retention, Disposition Schedule

3. Notification to Dispose of Financial Records
Notification for Disposal of Accounting and Finance Official Source Records. A town meeting to review this matter will be held from 9:30-11:00 a.m. on September 11th in UMC 247. Register in advance by sending an e-mail to accounting@colorado.edu. Posted August 15, 2003.
The FY2003 general fund budget balance available before encumbrances roll forward into FY2004 has been posted. You can see this on your July Detail statement. It is budget journal entry BOUB151, 07/25/03, account 460000, initial temporary budget, line description TROLL FR FY2003. GENERAL FUND BUDGET ROLLFORWARD. Posted August 2003.
The roll forward of the General Fund FY 2003 continuing budget to FY 2004 has been completed. The transactions are posted in Period 1 (July 2003) of FY 2004, in the B_INI_CONT ledger. The Journal ID is "BLDRFY2004", and the line description is "FY2004 CONT BASE BUDGET". These transactions can be viewed on the July 2003 PeopleSoft DETAIL Statement. Posted July 2003.
A new, Web-based, Property Accounting Report is now available. You will need a CIW logon and password to access this Web based report. When you arrive at the "Managing Your Finances" page, select "Boulder Property Accounting Report." Posted July 2003.
Please add the following sentence to Chapter 10 - Cash Control - Page 15, Section E, Step 1: "Custodian must sign payment voucher as the requester."
New policies addressing Direct Costs and Cost Transfers have been signed by Dean Lynch, and are available on the ABS Web site. Posted June 28, 2003.
The Accounts Receivable chapter of The Guide has been updated, effective June 2003, to incorporate comments from the State Controller's Office. Posted June 6, 2003.
The Administrative Policy on Propriety of Expenditures has been approved and will go into effect on July 1, 2003. This policy is available on the Web at http://www.cusys.edu/policies/Fiscal/propexpend.htm. Two companion Procurement Service Center policies have also been approved: 1)Official Function Authorization and 2) Sensitive Expenditures. These can be accessed through the Web at: http://www.cu.edu/psc/pol-pro/pol-pro.html. The Procurement Service Center and the University Controller's offices will be conducting campus meetings to review these new policies and answer your questions. Information on dates, times, and locations for these sessions will be posted on the ABS Web site. Posted May 16, 2003.
Fringe Benefits Rates Campus Announcement, Posted May 13, 2003.
Benefits FY 2004 (Fringe Benefits Rates Comprehensive Information), Posted May 9, 2003.
FY 04 Auxiliary and Renewal/Replacement Fund FOPPS Budget Development, Posted May 7, 2003.
Percent changes in expense budget pools for FY2004, Posted April 28, 2003.
Extra pages titled "Desk Manual" were accidentally inserted at the end of Chapter 4 in The Guide. Please remove these and recycle them. Posted March 2003.
PSC Fiscal Year 2002/2003 Procurement Cut-Off Dates, Posted March 2003.
Benefits Table Calendar Year 2003, UCB Employer Contribution, Revisions Posted January 2003.
Change in GAIR Rates for Auxiliaries, Posted January 7, 2003.

Calendar Year 2002

PERS Policy & Procedure Change
Once payroll has been certified to a particular projected, Sponsored Projects Accounting (SPA) will not process a PET which moves that payroll to another project unless a letter is presented to SPA which justifies the change in the previous certification. Posted December 23, 2002.
- PERS Policy for CU-Boulder effective December 2002.
- PERS Step-by-Step Instructions for CU-Boulder effective December 2002.
Business Operations Survey: Preliminary Report of Findings for Selected Questions of the Survey which was conducted in September. Posted December 18, 2002.
Sales Tax Policy, Posted September 19, 2002.
ITS Announces FY03 Network and Telephone Services Rates, Posted June 28, 2002.
TO: Boulder Campus Teaching & Research Faculty, Staff, Deans, Directors, Dept Chairs, System Administration

FROM: Information Technology Services (ITS) SENDER: David C M Wood, Network Services-

DATE: June 28, 2002

SUBJECT: Fiscal year 2002-2003 Network and Telephony Services Rates

Information Technology Services (ITS) has completed its budget process for Fiscal Year 2002-2003. Please use the following rates for the purpose of finalizing your department budgets for the upcoming fiscal year. These rates will go into effect July 1, 2002. For a detailed list of monthly and one-time fees, please see www.colorado.edu/its/news/networkrates or contact Wanda Janik at (303) 492-6000.

There are two basic rates listed in this announcement -voice and data rates. Most rates have remained the same as last year. There are no changes in voice rates, with the exception of the one-time new jack installation rate, which has increased by $50. For data rates, the monthly rate for 10 Mbps Ethernet service has increased from last year, by $0.30 per month. In addition, the one-time Ethernet activation charge has increased by $20. (It had been reduced by too much last year and didn't cover actual costs.) Additionally, the Alliance Network charge will be $2 per connected device per month.

These monthly increases were announced by the Associate Vice-Chancellor for Academic and Campus Technology on December 1, 2001. The increases are a step in the direction of trying to cover the actual costs of providing network data services. Thanks to a substantial one-time TLE grant from the Chancellor, the reliability and performance of the campus network has been dramatically improved over the last two years. The rate increases are designed to help the campus network continue to meet the developing needs of the CU Boulder campus.
- Voice Rates:
  - New Jack Installation Rate: This one-time fee has increased to $350 from $300 last year.
  - Basic Telephone Line: This rate is unchanged from 2001-2002, and remains $23.54 per month.
  - Installation Rate: The one-time installation rates for single- and multi-line telephones are unchanged from last year: $70 for single-line and $100 for multi-line.
  - Long Distance: These flat rates for faculty/staff have remained the same, with daytime (8 a.m. - 5 p.m.) rates at $0.10 per minute, and evening (5-11 p.m.), night, and weekend rates at $0.08 per minute.
- Data Rates:
  - Service Activation: A one-time Ethernet service activation fee of $105 will be applied, an increase of $20 from last year.
  - 10 Megabit per second Ethernet Service: The fee for 10 Mbps Ethernet service has increased to $4 per month from $3.70 per month last year.
  - 100 Megabit per second Ethernet Service: The fee for 100 Mbps Ethernet service has remained the same as last year's rate of $20 per month.
  - Alliance Fee: The Alliance Network charge will increase to $2 per connected device per month.
Updates to PeopleSoft Finance Training Material, Posted May 28, 2002.

For those of you who have a manual on the UCB PeopleSoft Finance & Procurement Basic Training and Education, I wanted to let you know that the following chapters of that manual have been updated. You can access these chapters on the CITRIX desktop under the UCB Fin Training folder icon. Please print these out and insert them in your manual.

* 02-Help 5-18-02.doc - This was just cleanup on some web addresses and such.

* 04b-Fund accounting 5-18-02.doc - Updated the change in fund 20 title to Auxiliary-TABOR Enterprise.

* 04c-Basic fund acctng 5-18-02.xls - This also updated the fund 20 title. This updates the cash transfer allowability and clarifies fund purpose and fund funding source, all to reflect recent decisions.

* 04d-Fund acctng definitions 5-18-02.doc - Again, update the fund 20 title change and reflect the cash transfer, etc. decisions.

* 05b-COA 5-18-02.doc - Mostly some housekeeping chores but this gives directions on how to use the new Fishnet report to get a list of all FOPPS under your orgs. This also clarified how to use the chart of accounts for the full listing of accounts, the soon to be published Quick Reference Card and how the two work together to identify the minimum level of activity classification required by the controllers and what accounts are user options.

* 07-Navigating PeopleSoft 5-18-02.doc - Shows that the Express Journal Entry can be used. Removed the '(not available for use)' designation.

Holler if you have questions. Thanks.

Jud Hurd, Controller
University of Colorado at Boulder
Accounting & Budget Services
579 UCB
Boulder, CO 80309-0579
Phone: (303) 492-1449
Fax: (303) 492-5553

Fiscal-Year-End Town Meetings, Posted May 13, 2002
Believe it or not, another fiscal year-end is just around the corner and we are already making plans for it. Calendars are being set, tasks are being assigned and all of last year's information is being updated including the traditional Departmental Year-end memo.

ABS will be hosting two year-end closing town meetings this year.
- Friday June 7, 9:00-12:00, Humanities room 150
- Friday June 7, 1:30-4:30, Humanities room 150
In addition to myself, staff from the PSC and PBS will attend to field any questions regarding their year-end processes. I will have the updated Departmental Year-end memo emailed to you by the end of May so that you will have time to review it and prepare your questions. I urge each department to send a representative to attend one of these two meetings to get a good overview of the year-end process and your role in getting us through this task. It is also a good time to get your questions answered.

Please let us know you are coming by sending an email to Accounting@Colorado.edu and designating whether you will be attending the morning or afternoon session. See you on June 7. Thank you.

Jud Hurd, Controller

University of Colorado at Boulder

Accounting & Budget Services

Fund 10 Benefits FOPPS Consolidation, Posted April 22, 2002.
Boulder Campus is consolidating the number of employer-paid benefits FOPPS to be used for budgeting and expensing its benefits within Fund 10 (as somewhat of an interim step towards the campuswide fringe benefits rate proposal being considered by DHHS.) The benefits speedtype to be used is determined by: 1) the expense purpose code attribute assigned to the Fund 10 FOPPS paying employee salary and 2) type of benefit, either retirement-related or insurance-related. Retirement-related benefits include FICA, faculty/professional exempt ORP (optional retirement plan, such as TIAA/CREF, Fidelity, Vanguard), PERA, medicare tax, and supplemental annuities (limited to very small group of qualified retired faculty). Insurance-related benefits include: group health, dental, and life, faculty/professional exempt LTD (long-term disability), classified staff STD (short-term disability), worker comp, unemployment comp, annuitants' insurance (health and life contribution for retired faculty and staff), and GA (graduate assistant) health contribution towards the Wardenburg student plan (for qualified graduate students, as part of the BRS processing by Bursar's Office). Supplemental annuities, annuitants' insurance, and GA insurance reside in the Instruction set of speedtypes only.

The following Fund 10 speedtypes are for retirement-related benefits:
ExpensePurpose Code/Descr of Salary FOPPS Benefits Speedtype
- 1100/Instruction 14466
- 1200/Organized Research 14467
- 1300/Public Service 14464
- 1400/Academic Support 14462
- 1500/Student Services 24642
- 1600/Institutional Support 17729
- 1700/Ops & Maint of Plant 14469
The following Fund 10 speedtypes are for insurance-related benefits:

Expense Purpose Code/Descr of Salary FOPPS        Benefits Speedtype

1100/Instruction                                                              12550

1200/Organized Research                                                14473

1300/Public Service                                                         12559

1400/Academic Support                                                   20878

1500/Student Services                                                     18044

1600/Institutional Support                                                 30718

1700/Ops & Maint of Plant                                                20863

These were also indicated, along with general budget accounts, in the April ABS newsletter. Note: The news letter contained one incorrect speedtype, (Academic Support insurance was shown as 26878), but it is correct in the above list. To reiterate, this consolidation is affecting Fund 10 only; no change in auxiliaries, grants/contracts/gifts benefits procedure. If you have questions about use of the above benefits speedtypes, please call me at 2-7140 or Jan Baker at 2-8926, or send us email. Thank you for your cooperation in this matter.

ACARD Cash Deficit Edit For Gift FOPPS, Posted April 16, 2002.
To continue our efforts to control cash deficits, ABS will implement on June 1, 2002, an edit in the ACARD system to help you not overspend your gift FOPPS. The edit will match a gift FOPPS ACARD allocation to the cash balance in that gift FOPPS as of the night before. The allocation of that ACARD transaction will be rejected if the gift FOPPS cash balance is already in deficit or, if the ACARD allocation would put the gift FOPPS in cash deficit. You will then need to allocate that ACARD charge to another departmental FOPPS. You may then go back into ACARD and re-edit the reallocation once there is a positive balance in the gift FOPPS.

Examples:
- Example 1: An ACARD charge of $100 is being allocated to a gift FOPPS that has a cash deficit as of the night before. ACARD will reject the allocation and you will have to allocate the ACARD charge to another departmental FOPPS.
- Example 2: An ACARD charge of $100 is being allocated to a gift FOPPS that has a positive cash balance of $75.15 as of the night before. ACARD will reject the allocation because the allocation would put the gift FOPPS in cash deficit by ($24.85). You will have to allocate the ACARD charge to another departmental FOPPS.
- Example 3: An ACARD charge of $100 is being allocated to a gift FOPPS that has a positive cash balance of $3,915.87 as of the night before. ACARD will accept the allocation.

Moratorium on New Account Creation, Posted April 15, 2002.
The Controllers have agreed to place a moratorium on adding new accounts (assets, liabilities, revenues and expenses) from May 1 through June 30. We need to stabilize our chart of accounts in order to finalize the programming of the new financial reports in the GASB 34/35 format. Therefore, if you feel you will need new accounts for this year, please submit your request to Accounting@colorado.edu using the Chart of Accounts Request Workbook at http://www.cu.edu/forms/finance/finance.html.

Internal Service Center (ISC) Depreciation using Voluntary Transfer Accounts, Posted April 15, 2002.
Two new cash transfer accounts have been created for ISCs to use when transferring allowable depreciation funding from their Fund 28 Auxiliary Program to the Fund 78 Renewal and Replacement program. These accounts are
- 995106 Vol Tsfr In - ISC Depreciation (Fund 78 Account)
- 997106 Vol Tsfr Out - ISC Depreciation (Fund 28 Account)
Please use these accounts to better identify the purpose of the cash transfer. The journal entry is processed by using the Transfer pane to debit the Fund 28 FOPPS, account 997106 and to credit the Fund 78 FOPPS, account 995106.

Revision to Property Accounting System Manual, Posted April 15, 2002.
- Section G3, III addressing Title Transfer of Equipment from U.S. Government to the University of Colorado and,
- Section G3 V, addressing Transfer of Federally Owned Property to Another University or Agency.

New Education and Training Offering - Reading and Understanding the Monthly PeopleSoft Statements, Posted April 10, 2002.

Change in Title for Fund 20 (Notification Only, No Link), Posted March 1, 2002.
Effective March 1, 2002, the Title for Fund 20 has been changed to "Auxiliary-TABOR Enterprises". This title change has been made in ABS publications including The Primer, and The Guide.

Sponsored Projects Close Out Procedures, Posted March 1, 2002.

Updates to The Guide, Posted February 26, 2002.
When you arrive at this page select Links to updates and revisions of The Guide.

New Policy for Cash Deficits in Funds 34, 72, 78, Posted February 18, 2002.

New PeopleSoft Password Information, Posted February 5, 2002.

Sales Tax Rate Change, Posted January 14, 2002.
For those departments that collect sales tax, there will be a tax increase in Boulder County during 2002. Although the tax rate for the City of Boulder, 3.26%, will remain the same, the Boulder County tax rate will increase by .05%, thereby increasing the total tax rate within the City limits to 7.41% for general retail and 7.56% for food service. Note: The City has not adopted the rounding convention now used by the State, so please continue to calculate and pay the precise sales tax amounts.

Calendar Year 2001

Annual Benefits Estimates Revisions, Posted December 12, 2001.

The Annual Benefits Estimates Table has been updated to reflect changes that have occurred since July 2001. These include:
- Increased employer contribution to health insurance recently approved by the University for faculty/exempt employees and by the Legislature for classified staff
- Increase in long-term disability insurance for faculty/exempt employees
- FICA (Social Security) salary ceiling for calendar year 2002 recently approved by Congress
- Reference to PERA employer rate effective July 2002.
Direct question regarding the Benefits Table to Wendy Fuchs at x2-7140 or at Wendy.Fuchs@colorado.edu.

Update to Chapter 8 (Human Resources) of The Primer, Posted November 2001.

The Non-Discrimination Statement contained on page 3, letter E of Chapter 8 should be replaced with the following Non-Discrimination Statement recently approved by the Board of Regents:
- The University of Colorado does not discriminate on the basis of race, color, national origin, sex, age, disability, creed, religion, sexual orientation, or veteran status in admission and access to, and treatment and employment in, its educational programs and activities.
This change has already been made in the on-line version of Chapter 8.

Complying with OMB A-21 Restriction on Charging Local Telephone Costs to Federal Sponsored Projects, Posted November 2001.

From: Jud Hurd

Sent: Saturday, November 03, 2001 7:14 AM

To: 'PS Finance Managers'; 'PeopleSoft Users'

Subject: Complying with OMB A-21 Restriction on Charging Local Telephone Costs to Federal Sponsored Projects

The purpose of this email is to inform you of a change I am implementing at Telecommunication Services effective January 1, 2002 to help us comply with the OMB A-21 restriction on charging local telephone costs to sponsored projects (fund 30 or 31 FOPPS).

Office of Management and Budget (OMB) Circular A-21, Cost Principles for Educational Institutions, establishes principles for determining costs applicable to federal grants, contracts and other agreements with educational institutions. Section F.6.b.(3) says that items such as office supplies, postage, LOCAL TELEPHONE COSTS, and memberships shall normally be treated as F&A costs (facilities and administrative costs or indirect costs). This means that these costs are not to be charged directly to sponsored projects unless a specific project has been granted an exception due to "unusual circumstances". This also normally means that the item is specifically included in the approved budget or has been otherwise approved by the sponsoring agency.

NOTE: "Local telephone costs" are the costs of the telephone service (e.g., the phone on your desk) and do not include the cost of long distance telephone charges.
- WHAT CHANGE IS BEING IMPLEMENTED JANUARY 1, 2002?
- Beginning January 1 Telecommunication Services will not charge costs to sponsored projects (funds 30 and 31 speedtypes). All telecommunication service costs will have to be charged to general fund (10), auxiliary fund (20, 26, 28, 29), gift fund (34) or capital construction fund (71) speedtypes only. Exception - Telecommunication Services will continue to charge telecommunication service costs to sponsored projects that Sponsored Projects Accounting has authorized as having an exception to the OMB A-21 local telephone cost limitation.
- DOES THIS APPLY TO ALL SERVICES PROVIDED BY TELECOMMUNICATION SERVICES? No. This applies only to equipment charges, work orders and Ethernet services - the services we feel comprise local telephone costs. This does not apply to long distance charges. A long distance telephone call may be charged as a direct cost to a sponsored project provided the phone call relates directly to the project.
- HOW WILL THE EXCEPTION LIST BE CREATED? If you believe you have a project that has an authorized exception to the OMB A-21 limitation, then please notify Rob Lucas (Robert.Lucas@colorado.edu) of the sponsored project FOPPS. Also point out the information in the award budget you believe authorizes the exception. Rob will review the award document and if he confirms that the project has an authorized exception, he will notify Telecommunication Services to put that project's speedtype on the exception list. Please notify Rob before December 25, 2001.
- WHERE DO I LOOK TO SEE IF MY PROJECT HAS AN AUTHORIZED EXCEPTION? You have to review the approved award budget to see if telephone costs are specifically listed as allowable costs. Telephone costs may be listed under the 'Other Direct Costs' or 'Other Expenses' category. You may not be able to rely on the budget you proposed as the item may have been struck out of the budget by the awarding agency. So, pull out your award document, review the budget and let Rob know if you see telephone cost (the cost of local telephone service - not long distance charges) listed as a specifically authorized expense.
- IF I HAVE BEEN CHARGING TELECOMMUNICATION SERVICES UP TO THIS TIME, WILL MY PROJECT AUTOMATICALLY BE SET UP AS AN EXCEPTION? No. We are not assuming that projects currently being charged telecommunication services have an authorized exception in the award budget. We want to use this change to review all projects to catch any errors we have made in the past. So we are not going to automatically "grandfather in" any projects. Each project will have to be looked at and the authorized exception confirmed.
- WHAT NEEDS TO BE DONE IF THIS CHANGE REVEALS PAST ERRORS IN CHARGING TELECOMMUNICATION SERVICES? SPA will work with you to move these costs out of the sponsored project FOPPS to another department FOPPS such as your general fund or gift fund.
- WHAT HAPPENS IF I SEND ITEMS TO TELECOMMUNICATION SERVICES AND MY SPEEDTYPE IS REJECTED? Telecommunication Services will contact the department and request another department FOPPS such as your general fund or gift fund.
- WILL I BE ABLE TO HAVE MY PROJECT ADDED TO THE EXCEPTION LIST AFTER DECEMBER 25? Yes. I am setting December 25, as the initial target for you to notify Rob of projects you feel should be on the exception list. This is to get the new program kicked off. At any time you can request Rob to review a project and be approved to be added to the exception list.
- DOES THIS MEAN I HAVE TO DO THIS FOR EVERY NEW PROJECT? No. As SPA sets up new projects we will review the award budget for an authorized exception to the local telephone cost limitation. If there is one, we will notify Telecommunication Services as soon as we have the new speedtype. You will not have to continue this review effort past this initial program implementation review. Of course, at any time you can request another review by Rob if you feel his decision on a new project is in error and you can point out the authorization in the award budget.
- WHO DO WE CALL IF ROB IS NOT AVAILABLE? You can contact Linda Johnson when Rob is not available such as out of the office on leave.
- IS THIS APPLICABLE TO ALL PROJECTS, INCLUDING THOSE FROM PRIVATE SPONSORS? Yes. We will follow the same process for projects from all sponsors. Many projects we get from other Universities or research labs are actually federal projects sub-contracted to us. These projects carry all the same federal restrictions even though we are dealing with another University instead of dealing directly with the federal government. We also see many private foundations and other organizations adopt many of the same federal rules, and some are more restrictive. So, we plan to not take anything for granted and will follow the same process for all projects.
WHO SHOULD I CALL IF I HAVE QUESTIONS? Please direct all questions to Rob Lucas, Rob.Lucas@colorado.edu, or 492-2620.

Change in Allowable Expense Accounts, Posted July 2001.

Due to the implementation of new state reporting standards the following accounts are system maintained effective July 1, 2001. These accounts will not be available for departmental use. Supplies and services must be accounted for separately so that expenses can be reported correctly to the state system. Refer to the list of accounts included in the “Departmental Quick Reference Card”, which can be found at http://www.cusys.edu/~irm/dwhse/gl/lite/account/, to select the appropriate accounts for your transactions.

Disallowed Account Description
- 482600 Telecomm Supplies & Services
- 485100 Postal Supplies & Services
- 487600 Print/Publication/Repro Supplies/Service
- 490100 Micro/Photo/Graph Supply/Services
- 497600 Motor Vehicle Supplies/Service
- 507600 Advertise--Recruit/Procurement
- 508700 Advertise--Non-recruit/Procure
- 515100 Physical Plant Supply/Service
- 522600 Food Supplies and Services
- 530100 Lab & Tech Shop Supplies/Services
- 535100 Medical Supplies and Services
- 545100 Insurance Supplies and Services
- 552600 Other Operating Supplies/Service
- 750100 Utilities Supply and Services

Change in the Use of Renewal and Replacement Plant Funds, Posted July 2001.

Changes in the use of Renewal and Replacement (R&R) Plant Fund Accounts became effective on July 1, 2001 as a result of new financial reporting requirements necessitated by Governmental Accounting Standards Board Statements (GASB) 34 and 35. These GASB changes are applicable beginning with the FY 2002 financial statements.

These changes include:

1. Renewal and replacement plant (R&R) funds (funds 72 and 78) will have a PeopleSoft edit set up so that only the following accounts may be used:

a. The balance sheet accounts that are currently allowed. There is no change in these accounts.

b. The revenue accounts that are currently allowed. There is no change in these accounts.

c. Fixed Asset expense accounts. The range for these fixed asset accounts is 810000 through 811299.

d. GAR Account 960100 and GIR Account 960200 for fund 78.

e. All the transfer accounts. There is no change in these accounts.

2. Departments may continue the practice of transferring General Fund monies and Auxiliary/Self-funded Fund monies to an R&R FOPPS as a means of accumulating funds for a major goal, project or purchase. Such transfers to the R&R FOPPS are permitted even if the final goal includes planned expenditures of an operating expense nature (accounts 460000-699999).

When it comes time to begin spending funds on the actual project or purchase, only capital expenditures (accounts 810000-811299) may be made directly from the R&R FOPPS. All other expenditures must be made from a General Fund or an Auxiliary/Self-funded Fund FOPPS. Thus, during the fiscal year in which the actual expenditures will be recorded, an amount of cash adequate to cover these operating expenditures must be transferred from the R&R FOPPS to the General Fund or Auxiliary/Self-funded Fund FOPPS to which the non-capital expenses will be charged.

3. The edits will be coded into the PeopleSoft General Ledger after the FY 2001 final close on July 25.

New Student Faculty General Budget Accounts, Posted July 2001.

New Student Faculty and Student Faculty Benefits General Budget Accounts (budget pools) have been created effective July 1, 2001. When the PeopleSoft general ledger was implemented in July 1999, one comprehensive Faculty General Budget Account, which included accounts for both faculty and student faculty (usually graduate students) was created. This single account approach has proven to be problematic in budget planning since the faculty and student faculty are unique employee groups. It is anticipated that the new Student Faculty and Student Faculty Benefits general budget accounts listed below will correct this problem.

Effective July 1, 2001, the changes are:

Old accounts no longer to be used:

400400 - Graduate Students FT Payroll

401600 - Graduate Students PT Payroll

PS job codes will no longer map to 401600 in the HRMS to General Ledger (GL) crossover. These two accounts will be inactivated July 31, 2001. They will still be available for use on budget transactions and payroll expense transfers, but will not be accessible through the on-line Journal Entry-Base Currency panels after July 31, 2001.

New Student Faculty Budget Pool (402200-402299):

402200 - Student Faculty Budge Pool

402201 - Admin Intern Payroll

402202 - Graduate Asst FT Payroll

402203 - GPTI Payroll

402204 - Grad Reader Payroll

402205 - Grad Research Asst Payroll

402206 - Teaching Assistant Payroll

402207 - Undergrad Asst Payroll

402208 - Undergrad Non-Teach Asst Payroll

The use of these new payroll accounts will be driven by mapping the PS Student Faculty job codes (1501 through 1508) to these accounts in the HRMS to general ledger crossover. Payroll Liaisons don't need to take any action to begin using these new accounts. The crossover will happen with the first July payroll.

New Student Faculty Benefits Budget Pool (422400-422499):

422400 - Student Faculty Benefits Budget

422401 - Student Faculty - PERA

422402 - Student Faculty - TIAA

422403 - Student Faculty - Health

422404 - Student Faculty - Dental

422405 - Student Faculty - Life

422406 - Student Faculty - Long Term Disability

422407 - Student Faculty - Short Term Disability

422408 - Student Faculty - FICA

422409 - Student Faculty - Medicare

422410 - Student Faculty Benefits - Other

Accounts for tuition waivers are also scheduled to be added.

Some departments currently have continuing budget recorded in account 401600. This budget has rolled forward from FY2001 to FY2002 in account 401600. If you have continuing budget recorded in account 401600, you must complete a BJE in the B_CUR-CONT ledger and move this budget to account 402200 so that the budget will line up with the actual expense. The Arts & Sciences Dean's office staff will make this budget change for all Arts & Sciences departments.

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