Overview, Most types of expenditures are subject to approval and documentation requirements in order to be paid by the University. In addition, exceptions may be granted for certain expenditures which would normally be unallowable but only when proper justification and approvals are obtained., Prior Approval and Exceptions for Non-Allowable Expenses, Prior Approval , Certain expenses require approval , before, you make a purchase. Expenses which require prior approval are outlined in the Additional Approval Matrix . Prior Approvals must be submitted and approved through Concur Request. To receive reimbursement for an expense that requires prior approval, in Concur Expense, you must link the prior approval to the expense report proving that the approved prior approval was received before the purchase…, Exceptions for Non-Allowable Expenses, In certain circumstances, exceptions for expenses to be paid by the University which are normally unallowable may be granted with proper justification and approval. See the Additional Approval Matrix for a list of exceptions. Exceptions must be submitted and approved through Concur Request. To receive reimbursement for an expense that requires and exception, in Concur Expense, you must link the…, The Additional Approval Matrix, The Matrix detailing prior approvals and exceptions can be found here: Forms & Prior Approval Matrices, Required Documentation for Reimbursement, In order to be reimbursed for a business and travel expense, an expense report must be completed and include the following documentation: Statement of business purpose for incurring the expense Date of expenditure Description of expenditure, including clarification for any unusual expenditures Account numbers Appropriate signatures: Employee Supervisor PI /PI delegate (if on a sponsored grant)…, Please note: , Certain expenses require additional documentation, which is outlined in the Additional Documentation Requirements Table ., Approvals for Reimbursement of Allowable Expenses, All allowable expenses reimbursements must be approved by the employee’s supervisor. All requests for expense reimbursement require the following signatures: Employee submitting the expense reimbursement request Employee’s supervisor as the Approver Principal Investigator and/or individual with spending approval authority whenever grants are the funding source.
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Summit dashboards are created and maintained by the EDA team for use by all campuses, with self-service reporters creating their own for themselves and their campuses. Access to the dashboards is subject to approval by Data Custodians. Please contact your campus lead to inquire further. Log in at the bottom of the page to access these dashboards, Executive, Multiple dashboards exist in Summit OAC and Summit Tableau for the consumption of University leadership and the Board of Trustees. These include A&F Executive Dashboard and SPARC., Human Resources, A set of dashboards is available to supervisors across the campuses to help with their daily responsibilities related to Hiring, Managing, and Paying their staff. In addition, dashboards are available for monitoring immigration status, projecting collective bargaining agreement costs and historical reports from the University legacy payroll systems. A listing of the HR dashboard names is in a…, Student, Dashboards draw on reports using the Admissions funnel, predictive decisions, and applicant profile. These are used to monitor recruitment, capacity planning, enrollments, and more. The Student data community is very active in creating and maintaining their own dashboards. A listing of the Student dashboard names is in a UMSO Knowledge article., Finance, Finance Dashboards are used to assist the managers with monthly reporting of Actuals, Encumbrance against their Budget and Revenue data. Summary data is available with drilling capabilities chartfield demographics and transactional level detail. Academic Departments have access to summary and transaction level detail to see spending by chartfield demographics. Data for Capital & Non Capital…, Campus Developed Dashboards, Analytics experts across the campuses have developed thousands of reports and dozens of interactive dashboards for the use of their constituencies on Summit OAC and Summit Tableau. More are being developed every day.
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This is John Dunlap. Once again, good afternoon. My name is John Dunlap. And I am the Chief Human Resources Officer at the UMass President's Office. Thank you all for joining today's event, which is being held in honor of Veterans Day. This event is sponsored by the Diversity, Equity, Inclusion, and Accessibility Team within the UMass President's Office. As the first order of business, on behalf…
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Access the SPARC Pro Contracts Pipeline The SPARC Pro Contracts Pipeline is a self-service analytics tool designed for campuses/departments to have direct and exportable access to their contract data, reporting and KPIs. The tool leverages data from Buyways to provide: Advanced visibility and reporting for expiring contracts; In-process tracking for all key stages of contracts and contract…
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Access the SPARC Pro Supplier Diversity Insights Tool, An inclusive procurement strategy widens the pool of potential suppliers and promotes competition in the supplier base, which can improve quality and drive down costs. The Supplier Diversity Insights tool enables departments to view their impact on the campuses overall supplier diversity spend. Diversity spend is a measure of the value of goods and services that the UMass system purchases from…
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Access the Systemwide Contracts Utilization Tool The Contracts Utilization Tool helps campuses identify systemwide contracts to leverage by commodity and perform historic analysis to identify improvement opportunities to move spend to systemwide contracts that could produce additional saving when adopted. (Contract Utilization Tool displays PO Data and excludes, Bank Card and journal transfers., Contract Utilization:, Total spend broken down into the 4 spend segments providing a comparison between the campus vs. system contract utilization: UMass Optimized GPO Non Optimized Not Competitively Sourced, Total Spend by Spend Segments or Commodity Codes:, The total spend can be broken out by spend segments or by the commodity codes using the toggle button. This information is further provided in a detailed tabular format, that allows to drill down to the line item description of the purchase orders and their contract and requisition details.
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