A new WEB Server now hosts the University Financial Applications (Management Reports, Chartfield Lookups, etc.). This change should be transparent to the End-User.

Please contact someone in Financial and Business Services immediately if you experience any problems. 

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.

You can now make a request to send excess surplus property to University Surplus and Salvage online.  An Online Form has been added to University Surplus and Salvage’s website to allow online request.  The new form is located on the University Surplus and Salvage Department FAQ  page.  This will make it easier to communicate your needs to University Surplus and Salvage.

New escalation processes and timelines have been implemented for inventory worksheet returns and inventory items lost.  The processes will ensure departments complete their required annual inventory correctly and on time.   All Inventory Controllers should be familiar with these procedures.

Click here to review.

All Financial WEB systems will be unavailable this Sunday, November 4, 2007, from 2:00 AM until approximately noon. This includes the WEB Management Reports and other Financial links located on the Financial & Business Services Pagelet of the CIS.

New guidelines pertaining to PPM Policy 3-40 compliance have been issued by Jeffrey West, Associate VP for Financial and Business Services, and Larry Dew, Assistant VP for Health Sciences. 

The guideline serves as a clear summary and reminder to Inventory Controllers, Property Custodians, Deans, Directors and Chairs regarding their responsibilities for safeguarding and maintaining University equipment.  The full text of the guideline may be reviewed at the following link:

http://fbs.admin.utah.edu/download/guidelines/SecurityAccountabilityEquipment.pdf

In the University’s ongoing efforts to secure and safeguard sensitive and personal information that may have been stored on computers, we are implementing new procedures for disposing of surplus computer hard drives. Please follow this link for some very important information:

http://fbs.admin.utah.edu/download/guidelines/SurplusHardDrives.pdf

Financial & Business Services Organizational Changes

We recently welcomed a new staff member into our midst – Theresa Ashman, as our Controller/Director of Financial Management. Theresa comes to us from Purdue University where she held a variety of financial administration positions over the past 14 years. We look forward to working with her.

We’ve taken this opportunity to examine our organizational structure and have made some additional changes that we hope will better align our personnel strengths with our mission, vision, and values statements.

Some individuals have been asked to take on additional duties, and others to change either their focus or reporting responsibilities.

Personnel assignment and reporting changes are as follows:

• Kori DeHaan has been given additional responsibilities and now reports directly to Jeffrey West. Kori’s new title is “Manager - Travel, Training & Policy Coordination.”
• Laura Howat has been given additional responsibilities and will continue reporting to the Controller. Income Accounting and Accounts Payable now report directly to Laura. Laura’s new title is “Associate Director – Accounting Operations & Controls.”
• Barbara Nielsen now reports to the Controller, and has been given a new title, “Associate Director - Compliance Accounting & Reporting.” Property Accounting now reports directly to Barbara.
• Jim Parker has been given additional responsibilities. The Support Service Units (Stores/Receiving, Surplus & Salvage, and Central Mail) now report directly to Jim.
• Dave Heaps, Manager of Investment & Endowment Accounting, now reports to the Controller.

Unit name changes taking place in connection with this organizational realignment:

• Purchasing becomes Procurement & Supply Management (Jim Parker)
• Financial Information Services becomes Financial Solutions (Dean Church)
• Governmental Accounting becomes Management Accounting & Analysis (David Beckstrom)
• Research Accounting becomes Grants & Contracts Accounting (Gary Gledhill)

For an overall visual representation of the new Financial & Business Services organization, please view our organizational chart at this link: http://fbs.admin.utah.edu/index.php/home/home-organizational-chart/

Over the next few months the following departments in Financial and Business Services will be moving.

• Accounts Payable from 405 Park to 145 Park (November 7)
• Financial Information Services from 416 Park to 405 Park (December 20)
• General Accounting from 416 Park to 403 Park (December 28)
• Payroll Accounting from 145 Park to 411 Park (November 7)
• Property Accounting from 411 Park to 416 Park (February 26)
• Tax Services from 401 Park to 411 Park (March 17)
• Travel from 402 Park to 416 Park (February 26)

In addition to the moves listed above, Investment Management will be moving from 408 Park to 402 Park.

Property Accounting is responsible for storing and tracking all titles and registrations for all motor vehicles & off-highway vehicles with the Utah Department of Motor Vehicle (DMV). These vehicles include, but are not limited to: snowmobiles, boats, all terrain vehicles, & motorcycles. There is a concern that since some of these types of vehicles can be purchased for less than $5,000, the registrations and titles are not being sent to Property Accounting.

If you have purchased one of these vehicles and you hold the title and/or registration, forward it to Property Accounting at 416 Park. In the future, if your department will be purchasing a vehicle, please send us a copy of the purchase document and have our address listed on the title as illustrated below:

University of Utah
Property Accounting
201 Presidents Cir Rm 416
Salt Lake City, UT 84112

If you have questions regarding this procedure, please do not hesitate to call Kay Christensen at 581-8673.