Two new FORMS pages have been added to the FBS web presence.  This will enable visitors to have access to all the FBS forms in one place.  The forms are sorted alphabetically and by department.  A FORMS link on the top row of the FBS website has been added.  This will make it easy to find the form you need especially if you are not sure which department to look in for that form.  This is similar to the FORMS pages in the FBS pagelet in CIS.  On September 15, 2008, the FORMS links on the FBS pagelet will be changed to direct users to the new FBS FORMS pages.

All departments accepting credit card payments by any means, including third party software are subject to Payment Card Industry Data Security Standards.  (PCI DSS) The Income Accounting and Student Loan Office along with the Compliance Office of OIT will be developing mandatory procedures to help University departments understand these security standards and to remain compliant in order to protect both the University and our customers. 

An Administrative Rule has been developed to describe the basis for and plan to incorporate these compliance procedures:

Associate Vice President Jeff West has published an official Rule meant to serve as authoritative clarification for departmental decisions and procedures surrounding electronic initiation and approval of payroll transactions.

This Rule coincides with the related implementation of the ePAF system and the editorial changes to PPM 3-7. These changes are to strengthen statements, minimize financial risk to the University, and to update terminology allowing for electronic work-flow procedures.

We encourage departments to review both PPM 3-7 and the associated Rule entitled, “Initiating and Approving Electronic Transactions,” and to carefully consider procedures of signature authority and responsible delegation.

Policy link: http://www.admin.utah.edu/ppmanual/3/3-7.html
Rule link: http://fbs.admin.utah.edu/download/guidelines/Rule_3_003.pdf

Thank you for your attention to these issues; please distribute as you deem appropriate.

Financial & Business Services has made editorial changes to PPM 3-7, Authorizations and Approvals Required for Financial Transactions. 

We have made changes to the language of the policy to better reflect procedures of electronic approval and delegation that are beginning to emerge, such as the recent implementation of ePAF.  The changes clarify concepts and responsibilities of delegation, strengthen some statements to minimize financial risk to the University and update terminology.  We encourage departments to review PPM 3-7, as it reads today, and carefully consider procedures of signature authority and delegation.