1. 2014 Accomplishments

2. Accomplishments for 2014 Advisory Group! 2012 List of Requests January, 2013—Reported accomplishments 2013 Solicited Additional Requests January, 2014—Provided second Report 2014 Solicited Requests February, 2015—Reporting This is an ongoing process…

3. Accomplishments for 2014 Procurement BuyWays Upgrade— with updated job aids Total Requisitions: 11,196 ; 74% processed in same day Procard Reallocation—80% Goods & Services Policy Updates Office Max—New Vendor Xerox contract extended 5 years New Package Tracking System

4. Accomplishments for 2014 Controller’s Office F&A Rate Long Form—First time Revenue Generating Activities—Entrepreneur Audit Activity Chart of Accounts—1,900 speed-types closed Improper Vendor Forms—returned to dept. New Associate Controller

5. Accomplishments for 2014 ORSP Largest # applications in UMB history External Awards >$60m Highest in UMB history ORSP Survey 1,031 projects closed # research core facilities Research compliance –IRB New Website

6. Accomplishments for 2014 Emergency Management Campus Closure Policy Update—weather et al UMass Boston Alert System—70 % cell phones Evacuation Policy Update Busin ess Continuity Planning Policy—New 1 - 10 depts. Required - All depts. encouraged

7. Accomplishments for 2014 Budget and Financial Planning Roll-out of Summit Finance &Position Mgmt. Budget Transfer Application FY’15 base budget July: all f/t benefitted positions & 50% operating October: 100% of FY’14 base Produced Rev/expense pro-formas-all colleges Research into alternative budget allocations Five Yr multi-yr rev.expense forcast 2 new analysts

8. Accomplishments for 2014 Human Resources HR System Upgrade Hiring Policy for Benefitted Employees Position Recruitment and Search Form Background Check Policy—March 1 st DRAFTS –Flexible Work Schedule Policy –Telecommuting Policy –Hiring Policy for Temporary Non-Benefitted

9. Training Sessions Managing Multiple PrioritiesDiSC Work of Leaders UMass Boston Hiring ProcessStaying Safe on Campus Emotional Intelligence & Leadership EffectivenessBest Practices in Planning & Budgeting Effective Problem SolvingProcard Refresher and Reallocation Effective MeetingsBuyWays Shoppers Presentation SkillsCreating/Approving Requisitions in BuyWays Supervising StudentsPurchase of Services Policy on BuyWays Write on The Mark Business Writing ProgramInternal Controls Decision Making & Change Management Tool Staff Development Program