RRC 2013-01-16.doc
RRC Meeting Summary -January
16, 2013
EFS Update: Information on the PeopleSoft upgrade
project can be found at upgrade.umn.edu.
More detailed websites for each workstream (Student, HR, EFS) are being
developed. The Student system site is
already up, and EFS will be up by the end of January. The EFS site will have progress updates, a
calendar, lists of who is involved with the project, and a feedback/suggestion
form.
Work on the EFS upgrade will pick up in 1-2 months. Because EFS is the newest of the three
systems, the other two are moving through the implementation partner's upgrade
process first. This staging of the work
is part of the overall upgrade plan, but internally we have already done and
continue to do a considerable amount of preparation for the EFS upgrade.
New Fee System: FY14 fees will go in the new Fee Request
System. Training will begin in
mid-February. The Budget Office manually
converted all fees from the old system to the new system, but ALL fees will
need to be reviewed and verified in FY14.
Also, beginning in FY14, all fees will have to be approved by the RRC
manager or designee before being forwarded to the Budget Office for
approval. Those involved in the fee
process will hear more about this soon.
Imaging HSAs: HSA documentation can now be imaged, but
it does not have to be (for now).
Documents can be imaged by simply emailing them as an attachment with
the HSA number in the subject line. Detailed
instructions have already been broadly distributed, so I will not repeat them
here.
The ability to get documents into the imaging system
automatically via email eventually may be rolled out for other document types,
too.
Enterprise Assessment: The enterprise assessment is increasing
from 1.25% to 1.75% in FY14. Central
explored changing the method of collection to be more like a cost pool, but
decided to leave it as is for FY14. Changing
the process may be considered again in the future.
