Save The Date: Purchasing Department Vendor Fair – May 17

Posted May 10, 2018 in Financial Services, P2P, Procurement and Supply Management, Stores, UShop.

University of Utah Purchasing Department Vendor Fair

Thursday, May 17, 2018 – 9:00 am to 11:30 am

Union Building Ballroom

200 S Central Campus Dr.

Entrance is free.

This will be a great opportunity to meet with local Small Businesses, along with UShop Punch-out vendors and University of Utah campus vendors.

There will also be a drawing to win a $200 gift card to the Campus Store! Details about the drawing will be available at the event. 

Please contact the Purchasing Department with any questions.

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WHAT YOU NEED TO KNOW ABOUT THE U’S RENTAL CAR CONTRACTS

Posted April 27, 2018 in Risk & Insurance Services and tagged .

Risk & Insurance ServicesDid you know the University of Utah has access to car rental companies using state-negotiated contracts? Contracts are available with Hertz, National and Enterprise.
Travelers or drivers who use these agencies while traveling on University of Utah business need not purchase extra insurance or pay U internal fees. However, insurance must be purchased for 1) vehicles larger than a minivan, 2) when renting outside the state contracts or 3) renting in a foreign country. Instructions for renting vehicles can be found at Risk & Insurance Services.

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PLAN AHEAD FOR FIELD TRIPS

Posted April 20, 2018 in Risk & Insurance Services and tagged .

Be PreparedAre you planning field trips, activities, or events with your class or group? If so, plan ahead for special requirements, hazards, approvals, accommodations, liability waivers, equipment needs, transportation requirements and emergencies. A field trip guideline checklist and approved liability waiver form can be accessed at Risk & Insurance Services.

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DRIVER TRAINING

Posted April 12, 2018 in Risk & Insurance Services and tagged .

The U’s auto liability insurer, State Division of Risk Management mandates online driver training programs for all persons who drive personal, rental or university-owned vehicles on U business.

All employees, students or volunteers who operate any vehicle on U business, both as an essential part of their job function or on an occasional basis, must take this interactive training and a short test prior to the first time driving, every two years thereafter and following any preventable accident.

Please refer to the University Risk & Insurance Services (URIS) website for additional information about vehicle training programs and instruction.

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CART GUIDELINES

Posted April 6, 2018 in Risk & Insurance Services and tagged .

CartAn increased number of utility and golf carts are sharing campus walkways with pedestrians, bicycles, skateboards and vehicles (see Policy 3-233: Operation of Motorized Vehicles on Pedestrian Walks). To promote the prudent operation of the carts, U Risk & Insurance Services developed guidelines addressing operator qualifications, cart identification, speed limit and departmental responsibility.

Please review the Cart Use Guidelines found at Risk & Insurance Services under the VEHICLE section.

 

 

 

 

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2018 Procurement Updates: Live Presentation Registration

Posted April 3, 2018 in Financial Services.

Please join the Purchasing department for a session discussing several topics including:

  • Utah Procurement Code and review
  • UShop eProcurement system
  • PCard program revisions
  • Contract management and TCM highlights
  • Conflict of Interest overview
  • Year-end procurement processes
  • May 2018 campus vendor fair

Below are the locations and dates for the three sessions held across campus:

  • Tuesday April 24th from 9:00 – 10:30 at S.J. Quinney Law Moot Courtroom 6200
  • Wednesday April 25th from 9:00 – 10:30 at SFEBB 1110
  • Wednesday May 9th from 9:00 – 10:30 at HSEB 1730

Click here to register for your desired session.

If you need to make any changes to your registration, please contact Chanelle Furner

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Mandatory Training Now In ePAR

Posted March 27, 2018 in Financial Services, FS Training.

Effective immediately, anyone who certifies a Personal Activity Report (PAR) in ePAR will begin seeing a brief PAR training pop-up when entering the ePAR system. This training takes less than two (2) minutes to complete and replaces the online and in-person mandatory PAR training of the past.

Historically, internal and external audits have revealed that not all University employees understand effort reporting and why we review and certify effort. This lack of understanding creates a risk for the University where employees could incorrectly approve effort worked on a project, resulting in either too little or too much payroll expense being charged to a project.

To help educate and maintain a basic understanding of effort reporting for University employees, this training will repeat yearly. Not all aspects of effort reporting are included in this brief training as not all employees need to understand everything associated with effort reporting.

For those who may need additional detail or information about effort reporting, there are Research Administrative Training Series Classes that are offered in the fall and spring each year.

Questions or comments about the training can be directed to craig.merritt@utah.edu.

Please note that the RATS system for tracking employees who completed the RATS training in the past is not connected to the tracking system for this new PAR training. Anyone who has recently completed the RATS PAR training will be required to complete this new training.

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Audit News – State Auditors’ Fieldwork

Posted March 27, 2018 in Controller and tagged .

The State auditors will begin their interim fieldwork testing in April. This year’s State audit team will include Jason Allen, Senior Audit Manager and his staff; Kathryn Hoins, David Ingram, Dallin Wood, Kim McVey, Daniel Layton, and Chase Brown.

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Coming Soon: VISA Brand Purchasing Card

Posted March 14, 2018 in Financial Services, Purchasing Card.

JP Morgan will soon provide each University cardholder with a new VISA PCard to replace their existing MasterCard PCard. 

The new PCards are expected to be sent directly to the cardholder the week of March 26, 2018.  Cardholders must be prepared to activate their cards immediately. The MasterCard PCard will no longer be valid effective April 1, 2018

Cardholders will receive a direct email which outlines the address to which the new card will be sent.

  • Cardholders should continue using the current MasterCard until the new card arrives.
  • The new VISA PCard will be accompanied by a welcome letter, card terms & conditions, and card activation instructions.

Please direct questions to the Purchasing Card office.

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GFA: Improvements are here!

Posted March 1, 2018 in Financial Services and tagged .

Granting Financial Authority (GFA) is a tool that replaced paper signature cards several years ago.  This tool has also assisted us  in transitioning from paper-based processes to electronic systems such as ePR and UShop.

Our users have shared ideas for improvements, and we are excited to announce the following enhancements:

  1. ORG Roll-up: Alternates can now be added to all or a selection of Activities within one ORG, rather than adding the Alternate on multiple Activities or Projects.  This will save significant time for users requesting Alternate designations, and it is now much easier to see the requested actions.  Transitions of Account Executives, or implementing approvals for new Account Executives with many Activities and Projects can now be done with ONE request, rather than one per Activity or Project!
  2. Useful default settings and a cleaner presentation of data: The application now defaults settings for common requests, and unnecessary columns and rows have been eliminated for a de-cluttered look.
  3. Users may update Alternates on the existing line instead of adding a new line: Effective dates can now be updated on the appropriate line for each Alternate. This presents a much cleaner presentation of the user request, and will eliminate confusion.

 

We appreciate all the suggestions we receive from our users!  Please share your ideas about GFA and any other application using our ASK US form.

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