F&A Advisory Group
Finance & Advisory Group Membership & Email Distribution Organization Chart (PDF)
2013 Schedule Finance and Administration Advisory Group Meeting Schedule
Next Meeting:
Next Meeting Wednesday, May 22, 2013 10am, Healey11B
Previous Meetings & Information
Thursday April 25, 2013
Agenda
Salary Buyouts (no Handoout)
Hire Process for Benefitted Employees (Policy, Flow Chart, Power Point)
Employee Entrance Policy
Safety Polices
FY’14 Revenue
Updates:
Thursday, March 21, 2013
Agenda
Utility Corridor and Roadway relocation
FY13/14 Financial Planning
Space Inventory
Updates
*BuyWays Update
*W-9
*Clean-up of prior year POs
Wednesday February 20 , 2013
Agenda
FY13 Budget Status
Procurement Planning and Feedback
Updates
*Construction
Wednesday January 23 , 2013
Budget Office Plan for FY14, including Response to the F&A Small Group Suggestions
General Operating Fund/Fund Consolidation
Carry Forward Continuing Discussion
Updates
*BuyWays Update
*Relocation of ESL, subject, and math tutoring to 8th floor Healey Library
*Campus Readiness for Spring Semester
Wednesday December 20, 2012
Agenda
Fund Consolidation
Office of Diversity & Inclusion
Impact of Capital Projects on Campus Operations
Updates
*Email Upgrade
*Construction
Wednesday November 29, 2012
Agenda
Financial Strength at UMass Boston
Campus Change is Here: Help us manage Construction Impacts
Dining Services Review Process
Updates
*Reallocation of Procard Expenditures
*Email Migration
*F&A Small Group Sessions
Wednesday October 31, 2012
Agenda
Climate Assessment Survey
UMass Buy Ways
Updates
*PeopleSoft Rules
*Email Migration Update
Wednesday October 18, 2012
Agenda
Updates
*Electronic PA
*Winter Holiday Partial Campus Shutdown
*IT Email Upgrade
*Signature Authorization
*New Vendor Forms
*Finance Orientation for New Employee Supgroup
*Reallocation of Procard Expenditures
*Construction and Transportation
Budget
*Spending Plans
Wednesday August 22, 2012
Agenda
FY13 Budget
Space Planning
Campus Readiness
CC and DD Account Codes
Updates
*Hiring Process
*Independent Contractor Policy
*Electronic PA
*Reallocation of Procard expenses
Wednesday June 27, 2012
Agenda
Student Retention: Our Collective Goal
Results of the F&A Advisory Group
Draft Vendor Payment Policy
Updates
*Controller's Office
*Account Codes AA BB, Travel Advances, Audit
*Construction & Transportation
*Independent Contractor Policy and Form
Wednesday April 24, 2012
Agenda
Hiring and Independent Contractor Policy
FY12 Spending/Budget "Control"
*Chartfields on "Control"
Updates
*F&A Survey
*Space Requests - May 15th
*Controller's Office
*Construction & Transportation
Wednesday April 4, 2012
Agenda
Space Planning
Independent Contractor Policy
*Draft Memo
Role of F&A Members
FY13 Financial Planning
Updates
*Construction
Wednesday February 29, 2012
Agenda
SPACE Policy
*Decision Making Framework
*Standards for Decision Making
Purchase of Service Policy
Business Expense Policy – Revision
Transportation Study
*Transportation Planning Feedback
*Feedback Overview
Updates
*Postage
*Construction
Wednesday, January 18, 2012
Agenda
Introductions
Overview of the Major IT Initiatives for FY12
Planning for the UMass Boston ADA Self-Evaluation
Updates
*Construction & Transportation
*Spending Plan Follow-up
*Professional Development Coursework for Supervisors & Staff
*Purchase of Service Draft Policy Notes
Wednesday December 14, 2011
Agenda
Introductions
Office of Research and Sponsored Programs (ORSP)
*Organization of Office and Focus for FY12
Architectural and Landscape Design Guidelines
Transportation Planning for the Campus
*Utility Corridor and Roadway Update
Updates
*Purchase of Service Draft Policy Review
Wednesday November 30, 2011
Agenda
Introductions
Financial Management
*Purchase of Service Policy - DRAFT
Snow and Weather Policy
Updates
*Per Diem
*Open Checkbook
*Use of the UMass Boston Loading Dock
Wednesday October 26, 2011
Agenda
Introductions
*F&A Org. Chart Update
Financial Management
*FY’12 Spending Plans
*Bill Paying
*Post Audit for Procard
*Finance Upgrade
*Signature Authorization
HR Management
*Revenue Triggers and Collective Bargaining
Impact of the Master Plan on Transportation
