Planning & CO Reporting

This section includes support documentation pertaining to planning and CO Reporting….

Forms

…FIS Master Record Forms Listing of forms required in order to request new FIS Master Records (Funds Center, Cost Center, Internal Order) or make changes to existing FIS Master Records….

Objectives and Responsibilities Administrative (including Financial) Accountability Fraud and Financial Impropriety (Internal Audit web site) FIS Accounts – Establishing Changing and Deactivating Reporting Managing Risk – Insurance and Contracts Source…

Create Master Record Forms

…forms. Cost Center (CC) or CC Node / Group (updated June 2010) PDF * Internal Order (updated June 2010) PDF * Funds Center (updated June 2010) PDF * Principal Investigator…

Change Master Record Forms

…Record forms. Cost Center (CC) or CC Node / Group (updated June 2010) PDF Internal Order (updated June 2010) PDF Funds Center (updated June 2010) PDF Principal Investigator Funds Center…

About Us

…and manage key activities with the external financial community on behalf of the University (e.g. banking, debt); to efficiently and effectively deliver core services to divisions that, for internal control…

Managing Risk – Insurance and Contracts

…party’s relative degree of fault. We have an internal process to obtain indemnification for the University and to avoid unreasonable indemnification of other parties as necessary. This aspect is managed…

Forecasting the Operating Fund Reserves

…reflected in internal purchase orders or manual reserves. Savings Salary encumbrances which overstate annual expenses because they do not reflect upcoming maternity leaves, unpaid leaves, staff turnover with replacement staff…

Indirect Costs (Overhead) Recoveries: Accounting, Distribution, and Reporting

…will determine the internal distribution of indirect costs revenue at its own discretion. Collaborating Departments and the Departmental Share Occasionally a funded research initiative is shared by two or more…

Professional Expense Reimbursement Allowance

…on eligibility of employees, eligible expenses and annual amounts provided, please refer to the Professional Expense Reimbursement Allowance (PERA) page on the internal Division of People, Strategy, Equity & Culture…