BU$INE$$ MATTER$

October, 2002
(from the Finance Division for distribution with the September, 2002 CUFS reports)
Enterprise Project Update
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  • Following various unavoidable delays during the early summer period, the Financials segment of the Enterprise Project has now begun to move forward at a rapid rate. All of the modules of this complex undertaking are on schedule to meet the projected campus-wide 'go-live' date of January 1.
  • The Enterprise Project is extremely fortunate to have Bob Marinellie and Dawn Copeland agree to serve on the Steering Committee in place of Ted and Joyce Kohan who have retired from the University. Bob and Dawn's advice will be especially valuable regarding the many phases and types of training that will have to be implemented as we move toward January 1.
  • Communication with the campus community regarding progress of the Financials Project toward go-live will take place through the following:
  • 1) An article in Outlook,
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  • 5) Continued updates in Business Matters,
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  • 2) Newsletter reports of progress,
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  • 6) Meetings with Senior and other key administrative officers,
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  • 3) Campus-wide informational meetings,
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  • 7) Meetings with the members of the Steering Committee,
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  • 4) Meetings with the Budget Unit Managers,
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  • 8) Multiple training sessions for budget managers at all levels.
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  • While the campus will see significant changes as a result of implementation, it is the goal of the Enterprise team to minimize the impact through an extensive communication and training program.
  • Work on the time and attendance module has just begun. A special Steering Committee, whose first task will be to help document our current time and attendance recording practices, has been appointed to assist in the implementation of this module. Roll-out will be on a phased basis. Areas in Facilities Management, the Library and Student Financial Aid will be the first units to be moved from paper time sheets and punch cards to electronic data reporting and recording. The Time and Attendance 'go live' date for the test areas in these three units is projected to be February 1.

September CUFS Reports

  • September CUFS reports contain carryforward dollars for all operating accounts. Your carryforward allocation has been loaded into fund 22 with organization code 2000. You can reallocate these funds through the established budget transfer process.
  • Please note that the carryforward dollars loaded into fund 22 are not in addition to the ending balance. The balance that was in Fund 22 is included in the load. If you have any questions, please contact April Henderson via email at hendersa@ohio.edu.

University-wide Financial Meetings
  • The University-wide Financial Meetings for Fall quarter will be held the third Monday of each month from 4:00 – 5:00 p.m. at Grover Center W115. The dates are October 21, November 18, and December 16.

Purchasing Card
  • All purchasing card transactions posted through September 13 appear in the September 2002 CUFS reports.
CUFS REPORT RECIPIENTS: please remind your staff to look up BU$INE$$ MATTER$ on the web at: http://www.finance.ohiou.edu/ and click on "Fiscal News"

Reminder: all changes in CUFS report distribution (name, address, accounts) for Foundation accounts should be reported to: Karyn Davis via email at davis@ohio.edu, Changes for all other accounts should be reported to: Texanna Well via email at wellt@ohio.edu