Launching the RAFT Presented by: Laura Putz Associate Controller HSC Unrestricted Accounting

FRSWG History What does it MEAN? Fiscal & Research Services Working Group Pre-Award and Contract and Grant Administration Unrestricted Accounting Information Technologies and Human Resources

Introducing… R esearch A dministration F orum and T raining S essions

RAFT Sessions Hosted by the Office of Research: Contact: Cassandra Misenar

2014 Schedule: All RAFT meetings are from 10:30 – 11:45 am DateLocation March 28 th BMSB 303 May 30 th BMSB 303 September 26 th TBA November 21 st TBA

RAFT Website: Helps eliminate the ripples in your pond!

RAFT Offers support; no drowning here! Invites you to submit topics you want to learn about

Help Others Share what you learn with colleagues Invite colleagues to attend these sessions Discuss RAFT information in your Staff meetings Become an OARR (Openly Admired Research Resource)

When you feel you are sinking....

Come aboard the UNM/HSC RAFT for adventure!

Questions or Comments?

Laura Putz Research Administration Forum and Training Session January 31, 2014 OTHER NEWS AND INFORMATION

 New PCard Website -  Revised PCard Log Form  Increased Limits available  Submit PCard Modification Form  Revisions to Permitted and Prohibited Items  NO EXCEPTION NEEDED FOR FOOD PURCHASED ON UNRESTRICTED  NO NEED FOR BLANKET FOOD EXCEPTIONS ON UNRESTRICTED  ADEQUATE DOCUMENTATION REQUIRED ON PCARD LOG  5 “W’s” (Who, What, Where, When and Why)  Include Meeting Agenda or Recruiting Itinerary  List of Attendees if required, or general description of who attended list not required IMPORTANT PCARD CHANGES

 PCard Exception Process changes IMPORTANT PCARD CHANGES

SPECIAL EXCEPTION WEB FORM

 UAP 1030 – Gifts to the University  UAP 7200 – Cash Management  UAP 7225 – Cashier Operation and Services  UAP 7230 – Financial Aid Disbursement  UAP 7250 – Refunds RECENTLY REVISED POLICY

 Top two avoidable reasons for DPI delay in UA:  Document not approved by department  Document not received by UA  Staple versus paper clips?  Staple wins!  Securing receipts  Carefully tape smaller receipts to a sheet of paper DPI REMINDERS