• IT Procurement Communications
    Budget Update from Bill Smith, September 8, 2023 Budget Update from Bill Smith, October 27, 2023
    Type: Basic page
  • Request for Travel, Training and Conference Funds
    Michael sets aside a pool of funds for travel, training, conferences, professional development in CAS General Assignment under budget category "Travel & Conference." Frank will keep track of requests and approvals and burn-down of budget. The file will be kept in the same spreadsheet as Contingency and Projects. , The Process:, Make a Request for Travel, Training or Conference Funds Email the request to Frank Butler and/or Michael Milligan. Frank reviews the request for accuracy and brings the request to Michael including amount of available funds. Email Frank once the request is approved. Budget Request Frank requests that the Budget Office move required funds from GA "Travel & Conference" to Dept. and Speedtype in…
    Type: Basic page
  • Pre-Travel Authorization Decision Tree
    Type: Basic page
  • Guidelines for Implementation of the Policy on Named Professorships
    (Doc. T00-080) (as of May 13, 2025), General, Named professorships or chairs should be used to attract and retain distinguished individuals of outstanding caliber. Each named professorship will be created by the Board of Trustees upon the recommendation of the President. Individuals will be appointed to named professorships by the President with the approval of the Board on the basis of the candidate's outstanding academic distinction as a…, Endowed Chairs or Professorships, Endowed chairs or professorships may be created by the University upon receipt of an endowment from a donor or donors. Endowed chairs or professorships typically carry the name of the donor or an individual or group whom the donor wishes to memorialize. The endowment will support the salary or part of the salary, or activities directly related to the chair or professorship. These guidelines apply…, Honorific Chairs or Professorships, Honorific chairs or professorships are established by the University without the creation of new funds to support the incumbent's salary. Honorific professorships are of two kinds. One is the lifetime chair, designed to recognize individual distinction for the academic lifetime of that person. The designation changes to "emeritus" upon retirement and expires at the person's death. A second kind…
    Type: Book page
  • Fiscal Year End 2025 Dates and Tips
    Type: Basic page
  • Common Needs from the Supplier Registration and Management (SRM) Team During Fiscal Year-End
    Type: Basic page
  • IT Procurement Process Flows
    Type: Basic page
  • Check Operations Budget Balance
    Login to Summit Open UITS Dept. Mgt Dashboard Select Operations - Non-Payroll (top, left) Choose Dept ID/your department Apply See Budget, Actuals, Encumbrance and Balance (by Fund: CAS, BDL, etc.) View by Budget Category Select View "By Department & Budget Group" You see the same information BUT in more detail. Budget Group balance is what Buyways uses to determine sufficient funds View…
    Type: Basic page
  • Contingency Budget Process
    MPM requests BUD CAT Consulting $$ in DB Ops Budget - (MPM manages as CAS contingency) Budget Office approves FY Consulting budget EMT/SMT request funds from contingency MPM Approved If funds are for an existing project, treat same as $$ not for a project - these do not get added to a Project SpeedType Frank requests Budget Office move $$ to Dept SpeedType in appropriate Budget Category Frank…
    Type: Basic page
  • Evaluate Open POs
    Run Buyways query (see below) and export UITS Open POs Pivot by PO owner Frank will investigate valid reasons Review list with PO owner Close PO or zero out individual lines? No - Check again next month Yes Insert comment on PO and send to Frank Frank requests UPST close PO or Zero out individual lines UPST completes and funds are no longer encumbered
    Type: Basic page