1. UNC FIT Update UNC Controller’s Workshop May 7, 2012

2. Page 2 UNC FIT Update ► 2012 Campus Monitoring Visits ► Opportunities for System-Wide Improvement ► E-Procurement Initiative ► HR Data Mart Initiative

3. Page 3 UNC FIT Update 2012 Campus Monitoring Visits Existing Process Areas ► General Accounting ► Contracts & Grants ► Financial Aid New Process Areas ► Capital Assets ► Student Accounts

4. Page 4 UNC FIT Update 2012 Campus Monitoring Visits Summary of Observations – General Accounting ► General Observations and Issues Identified ► KPI Reporting

5. Page 5 UNC FIT Update 2012 Campus Monitoring Visits Summary of Observations – Contracts and Grants ► General Observations and Issues Identified ► KPI Reporting

6. Page 6 UNC FIT Update 2012 Campus Monitoring Visits Summary of Observations – Financial Aid ► General Observations and Issues Identified ► KPI Reporting

7. Page 7 UNC FIT Update 2012 Campus Monitoring Visits Summary of Observations – Capital Assets ► General Observations and Issues Identified ► KPI Reporting

8. Page 8 UNC FIT Update 2012 Campus Monitoring Visits Summary of Observations – Student Accounts ► General Observations and Issues Identified ► KPI Reporting

9. Page 9 UNC FIT Update Opportunities Identified for System-Wide Improvements ► Partnership with Attorney General’s Office Portal / Integration Efficiencies Consistency of Collection Referrals ► Partnership with Office of State Budget and Management Set-off Debt Policy & File Sharing ► Partnership with Office of State Auditor Fully Depreciated Assets Guidance ► UNC Tax Guidance ► Other Possibilities

10. Page 10 UNC FIT Update E-Procurement Initiative ► UNC Procurement Officer: Lisa Fleischman ► Catalog Enablement (July 2012)  Office Depot, Staples, Fastenal, Xerox AudioVisual ► Forms Enablement (First Quarter FY 2013) ► ROI / KPI Reporting (First Quarter FY 2013) ► House Select Committee - E-Procurement ► DOA Strategic Sourcing ► Purchasing Efficiencies

11. Page 11 UNC FIT Update HR Data Mart Initiative ► EPA Data complete for all but one campus by May 1 st ► JCAT info for all campuses by June 30 th ► Public Information View by July 1 st ► Cross Campus Sharing early FY 2013 ► Committee Work Underway  PDF/HR Data Mart Compares  Non Temporary Employees Identification ► Ongoing Reporting and Development

12. Page 12 QUESTIONS UNC FIT Update

13. Page 13 Gwen Canady UNC FIT Project Management Officer gcanady@northcarolina.edu Ken Craig Associate VP for University Business Operations and Shared Services craigk@northcarolina.edu Contact Information