Administration & Finance

F&A Advisory Group

Next Meeting:

Tuesday, December 19 @ 10:00 a.m. – 12:00 p.m.
Campus Center, 3rd Floor, Room 3540

Previous Meetings & Information (2015-2017):

Wednesday, November 15, 2017
Budget Presentation
Campus Weather Closure Policy
Construction and Transportation Update

Tuesday, September 19, 2017
*Terra Dotta Travel Registry demonstration
*FY18 Budget Update
*Emergency Management – Continuity of Operations Planning
*FY18 Signature Authorization
*Construction and Transportation Update

Wednesday, April 19, 2017
*Introduction of VCAF Kathleen Kirleis
*New Applicant Tracking System, Page-Up 
*FY17 Year End Closing
*FY17 Budget Update & FY18 Budget 
*Access review reminder/update
*Construction Update

Tuesday, March 21, 2017
*Environmental Health and Safety Policy 
*Budget Update 
*2017 Financial Systems User Access Review 
*Visa Management Update 
*Time and Attendance Self Service Update 
*Construction and Transportation Update 
*Renovations to Academic Buildings (REAB)

Tuesday, January 31, 2017
*Introductions of New Staff
*Budget Process and Group Feedback  
*VRC Update 
*Pro-Card Policy 
*Construction and Master Plan Update
*Soil Bullets
*Non-benefitted Hiring Update
*Emergency Management & Business Continuity

Wednesday, December 14, 2016 
*Employee Appointments with End Dates Policy
*FY’17 Chancellor Budget Decisions
*Procurement Workflow Changes
*Finance Council Charter
*Transportation and Construction Update
*Finance Reporting Database
*Employee Self Service
*Employee Exit and Transfer Policy-Updated
*HR Assistant Vice Chancellor Update

Wednesday, October 26, 2016 
*Event Services and R25 Live
*Construction and Transportation Update
*Inventory Update
*Time & Attendance Self Service - delegation and report on users trained
*FY17 Budget
*Updates / Reminders:
       a. Signature Authorization Deadline
       b. Hiring of Non-Benefitted Staff
       c. Business Card Policy
       d. F&A Charter
       e. November F&A Meeting

Tuesday, September 20, 2016
*F&A Charter
*FY17 Projects 
*Hiring of Temporary Non-Benefited Employees 
*Budget Update
*Signature Authorizations
*HR Training
*Comprehensive Inventory Update 
*Construction and Transportation Update

Wednesday, August 10, 2016
*Business Process Improvements 
*Hiring of Temporary Non-Benefitted Employees 
*Business Card Policy 
*Time and Attendance Self Service Reporting 
*Budget Update 
*Fall Semester Readiness 
*ePaf Enhancements
*F&A Charter Review 
*Drone Policy

Tuesday, June 28, 2016
*Time and Attendance Policy—final
*Updated Hiring Policy for Benefitted Employees
*FY’17 Budget Update
*Summer Exercises
*Transportation and Construction
*F&A Org Chart and GO TO List

Wednesday, May 11, 2016
*Campus Master Plan Phase 1 Progress/Implementation
*Capital vs. Operating Budget
*Budget update
*FY’16 Closing
*Approve Time and Attendance
*Graduation Update
*Construction and Transportation 

Wednesday, April 20, 2016
*Time and Attendance
*FY’16, 17, 18 Budget Update
*Financial Planning and Budgeting Group
*FY’16 Closing—Get Ready
*User Access Review
*Debrief on System-wide Emergency Exercise
*Residence Halls Information
*Records Management Update
*Construction and Transportation

Wednesday, March 23, 2016
*March 23, 2016, Budget and Planning Meeting

Tuesday, February 23, 2016
*Online Training
*Business Process Suggestions Progress
*FY’16 Spending Update
*Critical Needs Form
*Records Management Clean-Up for March
*Construction and Transportation

Wednesday, January 20, 2016
*Employee Assistance Program—CompPsych Resource Connection--Vendor
*Tobacco Free Campus—James Overton
*Employee Exit and Transfer Policy/Form—final
*ePAF Update
*FY’16 mid-year recalibration 
*SDQD Input from members—small groups
*Food services, Bookstore and Transportation
*University Hall and Construction

Wednesday, December 16th, 10:00am-12:00pm
*UMass Boston Hiring Policy Diversity Checkpoints
*Student Payments 2015
*Per Diem Update
*Campus Closure Policy & Procedures
*Construction and Transportation Update
*ePAF Updates
*UMass Boston Student Payments Category

Wednesday, November 18th, 2015
*New Employee Packet
*Employee Exit and Transfer Policy Presentation
*Change with Per Diem Allowances
*Campus Closure Updates
*Use of University Public Funds 
*Swing Sister - Breakout (Sue Wolfe's link)
*Decommissioning Laboratories 
*Construction & Transportation Updates
*ePAF Updates

*Policies (.pdf)
 DRAFT - Employee Exit and Transfer Policy
     FINAL - Business Expense Policy

Thursday, October 27th, 2015
*Business Expense Policy Revision 002
*Increasing Financial Strength
*Planning and Budgeting Cycle - October, 2015
*UMass Boston Externally and Internally Mandated Audit Activities
*Telecommuting/Flexible Work Schedules
*Construction & Transportation Update
*Sue Wolfe's YouTube Link
*UMass Boston Business Expense Policy Revision 10.26.2015 (.pdf)

Wednesday, September 23rd, 2015
*Budget Calendar Feedback from August, 2015
*Signature Authorization
*Science Building Re-Use Policy
*Office of Events Services
*Transportation and Construction Update

*Records Management
*Performance Evaluations
*Administrative Group Meeting
*Equipment Inventory

Tuesday, August 11, 2015
*Update on GAB No. 1
*Budget Calendar Small Groups
*Records Management Implementation Plan
*Updated Spend Summary Report 2015
*Metrics — Controller and Procurement
*AP Stats April-June 2015
*Follow up from Active Shooter Exercise
*Construction and Transportation Update

*FY’15 Closing
*Performance Evaluations
*Announcement of Equipment Inventory

Tuesday, June 30, 2015
*Happy New Year!
*Information Technology Acceptable Use Policy
*Records Management Implementation
*Campus Paper Clean Up!!!!!!!  August, 2015
*Hiring Policy for Benefitted Employees UPDATE— Comments are in
*FY’16 Budget Update
*Departmental Emergency Planning
*Construction and Transportation Update

*Business Process Response—ePAF, Student Payments, Budget Calendar, Procurement Director, ORSP training for researchers
*Telecommuting and Flexible Work Schedule Training
*Science Center Reuse Policy Update

Tuesday, May 19, 2015
*Environmental Health and Safety Update
*FY’16 Budget Update
*Business Process Suggestions Response
*Fiscal Year End
*Administrative Assistant’s Support Group
*Vacated Space in Science Building Policy
*Construction and Transportation Update
*Other updates

Wednesday, April 22, 2015
*Take Away Messages from the NEASC Visit-Peter Langer
*Budget Update—Multi Year Forecast
*Commencement Update
*Construction and Transportation Update
*Non-Benefitted Hiring Policy—Comments—Attached for your comments tomorrow 
*Business Continuity follow up
*2015 Business Process Suggestions Response
*Other updates—Flexible Work Schedule and Telecommuting, eform progress, Clarification on Recruitment Coordinator

Tuesday, March 24, 2015
*EMK Building and Opening Ceremonies update
*Flexible Work Schedule Policy—Final Draft ready for campus review
*Telecommuting Policy—Final Draft almost ready for campus review
*Business Continuity Tabletop—small groups
*2015 Business Process Suggestions—small groups
*Records Management Policy—Final 
*Construction and Transportation Updates
*Planning & Budgeting Update 

Wednesday, February 25, 2015
*Storm Center Update
*Business Continuity Discussion
*Flexible Work Schedule Policy—draft
*2014 Accomplishments
*Other Updates

Tuesday, January 20, 2015
*2015 Meeting Calendar and Meeting Invites
*Opening the ISC
*REAB—Renovations to Existing Academic Buildings
*Background Checks Policy—FINAL 
*Department Hiring Policy for Temporary Non-Benefitted Employees DRAFT
*NO AD Comp for Classified Staff
*Document FMLA leaves with PA-more next month
*Readiness for the Spring Semester
*Transportation and Construction
*Other Updates

F&A Advisory Group - Membership List

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F&A Charter

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Finance Council Charter

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