Thursday, February 21, 2013

RRC notes -- 2/20/2013

A summary of the 2/20/13 RRC meeting is below and attached.  DJP



RRC Meeting Summary -February
20, 2013





EFS Update:  Information on the EFS upgrade project
can be found here:





https://sites.google.com/a/umn.edu/finance-project-work-stream/home





EFS Billing:  University-wide, 70% of billing activity
is flowing through EFS.  Within the next
12-24 months, central wants to have the other 30% flowing through EFS.  If there is any billing occurring in
CSE outside of EFS, please let Jay Delaney know ASAP. 





New Asset Management
Processes: 
Please see the attached
document regarding asset management changes to be implemented on July 1,
2013.  There will be more to come as the
implementation date approaches. 





Closing of Bursar's
Office: 
The TC Bursar will close on
June 28, 2013.  Attached is a
presentation on this topic.  "Remote
Deposit Capture" devices will be distributed to RRCs in order to record
deposits.  In March, the Office of
Investments and Banking will meet with each RRC to discuss a strategy to implement
this technology in the RRC. 





Budget Training:  Training Services and the Budget Office
are considering moving to a Train the Trainer model for delivering budget entry
training.  There will be some traditional
budget entry classes offered this year, but next year it may be entirely Train
the Trainer-based.  CSE will be working
with Training Services to implement a Train the Trainer model this
year.  If you have anyone in your area who
will need budget entry training this year, please let Dave Pappone know.

RRC 2013-02-20.doc

Asset Management.pdf

Bursar.pdf