January 13, 2008 - January 19, 2008 Archives

DMS Fund Statement & Fund Summary Users

The technical issue in DMS of last week has been resolved. The fix did not impact the total fund balances, but did result in a slight adjustment between "principal" and "available" for fund reports run after Dec. 6, 2007.

You should rerun any reports run during this time.

Income allocation for November will now be processed and should be posted by January 18th.

If you have questions, please contact Gracie Davenport @ 612-624-0346.

Sponsored Projects Symposium

A Sponsored Projects Symposium will be held February 13, 2008 at the McNamara Alumni Center
Registration for the Sponsored Projects Symposium on February 13, 2008, in McNamara Alumni Center is now open to all interested parties on a first come, first served basis until maximum enrollment is reached or February 5, 2008, which ever comes first.  Seating for the Symposium is limited, so we encourage you to register as quickly as possible if you plan to attend!
A fundamental purpose for this event is to build community within the realm of sponsored projects administration and we prefer that you attend the entire event. The Symposium will run from 8:30 a.m. - 3:30 p.m., so there will be time at the end of the day to return to your office to see what has caught fire in your absence!
Registration is free and lunch will be provided for full-day registrants. The Symposium is sponsored by the Vice President for Research, Sponsored Projects Administration, and the Office of Oversight, Analysis and Reporting.
To register* click on http://www.surveymonkey.com/s.aspx?sm=9EjjUzT5bqWlTg94YGwDDA_3d_3d
You may wish to download a copy of the program for use when completing the on-line registration form. Your selections are not a commitment. You may change your mind on-site if you wish, but your selection at this time will guide us in assigning appropriately-sized rooms for the various breakout offerings.  A copy of the complete program.
*If you are unable to attend all of the sessions do not register on-line. Instead, e-mail Carey Holt (holtx028@umn.edu) with the sessions you would like to attend. Carey will email you the week before the Symposium to let you know if space is still available. Please note, preference will be given to full-day registrants.
If you have questions, please don't hesitate to contact Sarah at s-wolg@umn.edu or Pamela at pwebb@umn.edu. Thank you for your interest in this exciting event, and we look forward to seeing you there

Office of Graduate Programs

The Graduate School is offering a workshop on grant funding for our graduate students. Please invite your graduate students to attend.

Are you a graduate student in search of grant funding? Learn how to locate internal and external funding sources, to search funding databases, and to set up alerts for new funding opportunities.

The Libraries, in collaboration with the Office of the Vice-President for Research, will present a workshop, "Grant Funding for Graduate Students," on January 31, 2008 (3 4:15 pm, 310 Walter Library) and on February 19, 2008 (3-4:15 pm, 310 Walter Library)

To register, visit http://www.lib.umn.edu/registration/#eventidXX242.

Departments or research groups interested in a customized workshop may contact:

Julie Kelly (jkelly@umn.edu, 612-624-4781) or Leslie Delserone  (delse001@umn.edu, 612-626-6833).


Appraisals of Probationary Faculty - Due 25 January 2008
Annual appraisals of probationary faculty are due in the Office of the Associate Dean for Faculty no later than Friday, 25 January 2008.

Information about these reviews may be found on the Appraisals of Probationary Faculty page of the Faculty website, along with links to the governing documents and forms.

CLA Financial/HR Meeting - January 17, 2008

CLA Financial/HR Meeting
Minnesota Population Center
9:00 - 10:30 a.m.

8:30 Networking and Refreshments (Optional)
9:00 Employment System Audit & Requisition
   Clean-up - Millie Reid
9:10 Faculty Updates - Gayle Gabrielski

  • Annual Appraisals for Faculty
  • Process Change for submitting FARS and vitas

9:20 FY09 Budget Planning - Karen Dewanz
9:25 Financial & RRC Updates - Karen Dewanz
9:35 EFS Update - Karen Dewanz
9:45 HR & Faculty Conversation - Margaret Yzaguirre & John Blair

Contributions from Which One Benefits

Occasionally a potential internal donor asks whether they can make a donation to the University of Minnesota through the UM Foundation, and direct its use. The concern is mainly an issue of tax consequences to the donor. One cannot deduct as a charitable contribution "a contribution to a specific individual", nor "a contribution from which one receives or expects to receive a benefit." Further, if your contribution entitles you to merchandise, goods, or services, you can deduct only the amount that exceeds the fair market value of the benefit received.

If there are questions related to this, it would be best to consult with a tax advisor prior to making a gift to review possible tax consequences.

See also: IRS Publication 526 Charitable Contributions.

In addition, an internal donor is not allowed to direct use of his/her contributions, and therefore could not be an authorized signer on funds where they make contributions.

For more information, please contact:
Rose Pederson
CLA Fiscal Administration
208 JohH - 101 Pleasant St SE
Minneapolis, MN 55455
Phone: 612-626-7611
Fax: 612-624-6839

CLA Job Postings

Department Administrator Vacancy

CLA has a department administrator vacancy in the Department of Cultural Studies and Comparative Literature.

If you are interested in learning more about this position, please read the full position description on the OHR website.

Please share this opening with staff in your units. CLA would like to encourage you to consider these promotional opportunities and would like to do what we can to support career progression.

CLA Financial Service Team Open Positions

For anyone interested in a career in accounting and finance here are some great opportunities. We have several senior accountant and executive account specialist openings these positions will report to the financial team leads. CLA employees have preferential hiring in the first seven days. Of course you can apply until the positions are filled. We encourage any CLA employee interested to apply.

The requisition numbers are:

Senior Accountant #153202
Executive Account Specialist # 152584

Enterprise Financial Systems Training

The following is meant to clarify some questions you may have as we move closer to implementing the financial service team model and gearing up for the new financial system. This will be an agenda topic at the HR/Fiscal meeting next week in order to provide more information and answer questions.

Who needs training to access the new Enterprise Financial System?
Generally, if you are a preparer, approver, fiscal monitor, want access to reports, or are involved in grant activity, you will need some EFS training.

What training classes do I need to take?
The following is a tentative list of the EFS classes being developed for financial users who are part of a financial service team or who will be doing departmental work:
   Preparers (financial service teams and departmental designated activities)

  • Asset Management
  • Bank Card Reconciliation
  • Basic Accounting*
  • Basic Accounting II
  • Chart of Accounts (EFS)
  • Create Requisitions (for purchasing)
  • Departmental Deposits
  • Endowments
  • Procurement Card Reconciliation (PCAR/ECAR)
  • Receiving Purchases*
  • Travel Authorizations and Expense Reimbursements
  • Vendor Inquiry*

Preparers (financial service teams only)

  • Create Bills
  • Journal Voucher Entry and Processing
  • Payment Voucher Entry and Maintenance
  • Procurement Specialist


  • Journal Voucher Approvals
  • Payment Voucher Approvals
  • Procurement Card (PCAR) Approvals
  • Requisition (purchasing) Approvals
  • Travel and Expense Approvals

Fiscal Monitors (financial service teams only)

  • Accounts Receivable (AR) Monitoring
  • Asset Accounting


  • HRMS Impacts (for HRMS users)
  • Introduction to Financial Reports*
  • Introduction to Navigation*
  • Sponsored Projects Administration Overview*

* No prerequisites required

When do I need to take training courses?
So that information is fresh, Central EFS has determined that the bulk of training will be available to employees April-June 2008. Approximately 84 new training classes have been created or are in the development stages. Of those, about 40 are for cluster and departmental designated users.

The core training requirements that most everyone will need includes Basic Accounting (available online) and Chart of Accounts EFS (instructor-led). These courses are available now. If you are a preparer, approver, fiscal monitor, want access to financial reports, and/or are involved in grant activity, you are strongly encouraged to take these courses now. Please also make sure other financial users in your department are aware of and sign up for these training requirements as well.   

Where do I go to access online and instructor-led training?
Access to the online Basic Accounting training, registering for instructor-led Chart of Accounts EFS, future courses, and assessments may be found at http://www1.umn.edu/ohr/trainingservices/financial/efs/

How many instructor-led classes are there?
Approximately one-half of the departmental and cluster designated courses will be instructor-led, and one-half will be online.

How will I know when and which courses I need to take?
Training services will be preregistering staff for courses. You will be receiving an email with your training registration assignment. You will also be receiving a "post card" from the Org Design team and your supervisor indicating which classes we have indicated you need to take.

Why do I need to take training courses and assessments?
Central EFS has determined that training and assessments are critical to ensure that staff is prepared to use the new system to its full potential. The assessments were developed to help ensure that staff understand how to use the new financial system and are familiar with the new policies and procedures before they gain access to the new system.

For additional information, please refer to Training Services:

Training Services
Phone: 612-626-1373
Web: Training Services
E-mail: trngsvcs@umn.edu

FY09 Budget Prep Calendar

The FY09 Budget Prep Calendar is now located on the Fiscal Administration web page. We will post revised copies as we receive them.

You can find the calendar at: http://www2.cla.umn.edu/admin/contribute_docs/FY09_BudgetPrep_Calendar.pdf.

All FY09 Budget instructions and documents will be updated on the fiscal administration web page in the coming weeks as the college begins the FY09 Budget planning cycle with academic departments and centers.

Grants Management Users Network (GMUN) Winter General Meeting

The GMUN Winter General Meeting will be held on Thursday, January 24, 2008, from 10:00-11:30 am, at Coffman Theater. The agenda is as follows:

  • SPA Strategic Vision - Pamela Webb
  • EFS - Conversion and Beyond - Sue Paulson
  • Cost Share/Match - Kevin McKoskey, Sue Paulson
  • Grants.gov and Adobe Platform - Frances Spalding
  • Grants, Projects, and Contracts (GPS) - Sue Paulson
  • Updates - Pamela Webb
  • Effort (if time allows) - David Hagen


Appraisals of Probationary Faculty - Due 25 January 2008
Annual appraisals of probationary faculty are due in the Office of the Associate Dean for Faculty no later than Friday, 25 January 2008. Information about these reviews may be found on the Appraisals of Probationary Faculty page of the Faculty website, along with links to the governing documents and forms.

The New Financial System: Impacts and Benefits

Mike Volna is presenting a high level overview of EFS on January 31st in an open session of the University's Quality Fair focusing on the features and benefits to constituents.

"The New Financial System: Impacts and Benefits" will be presented from 11:15 a.m. - noon, Thursday, January 31, 2008 in the Minnesota Room of the McNamara Alumni Center.
You can register for the University's Quality Fair at: http://www1.umn.edu/osci/

Mark Your Calendar

Jan. 17
CLA Financial / Human Resources Meeting, MN Population Center at 9:00 am

Jan. 24
- The GMUN Winter General Meeting will be held on Thursday, January 24,
2008, from 10:00-11:30 am, at Coffman Theater

Jan. 25
CLA Payroll cutoff for the 1/21/08 - 2/3/08 pay period, 4:30 pm.

- Appraisals of Probationary Faculty due to 212 Johnston Hall

Feb. 7, 2008 (noon)
UM Foundation deadline for disbursements to CUFS, for the 2/28/08 TIP date. Signed request forms may be faxed (5-4305) to the Foundation.

Feb. 13
Sponsored Projects Seminar, McNamara Alumni Center, 8:30 am -3:30 pm. (Deadline to register is Feb. 5, 2008.)

Feb. 28
CLA Financial / Human Resources Meeting, Room 101 Fraser Hall, 9:00 am

About this Archive

This page is an archive of entries from January 2008 listed from newest to oldest.

January 6, 2008 - January 12, 2008 is the previous archive.

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