1. All-Staff Meeting June 2005

2. Topics Internal Controls and Policies Bob Kalal UNO organization John Ellinger

3. Internal Controls and Policies Procurement Card Policy and Controls Purchase Order Policy Travel Policy and Controls

4. Procurement Card Policy Changes and Clarifications A fully-completed PCard form with purchases itemized and receipts attached is required for all PCard transactions Pre-approval is required for all PCard purchases Post-approval is required if: –Actual purchased items or quantities differ from the approved items or amount –Actual purchase cost exceeds the approved cost by 20% or more Documentation for PCard purchases must be turned in to IT Business Services within 2 business days of either a purchase or a traveler’s return to campus

5. Procurement Card Policy Changes and Clarifications Certain communication-related business expenses incurred while on travel status may now be charged on a PCard –Telephone calls, Internet connection charges, copying charges, and fax service –Provided by the hotel where the traveler is staying –Documented and itemized on the hotel bill PCard purchases while on travel may be pre-approved by email No one may approve his or her own PCard purchases

6. Purchase order Policies A university purchase order must be issued before a commitment to a non-PCard purchase can be made After-the-fact purchase orders are NOT permitted The university may repudiate and refuse to pay for purchases or commitments made without a valid purchase order

7. Travel Policy Changes & Clarifications ALL travel MUST be approved before it occurs –An approved university leave form for “official travel” must be completed before departure –When required, a “T” travel order number MUST be assigned before departure A “T” travel order number is not required for: –Reimbursement for parking, tolls, personal mileage, gasoline in lieu of mileage, ferry and bus passes if these are the ONLY expenses associated with a trip. –A trip when there is not an expectation for pre-payment or reimbursement of travel expenses. –Guest travel unless the university is prepaying expenses or providing an honorarium

8. Travel Policy Changes & Clarifications –Frequent flier miles accrued during travel for the university may be used for additional university travel You may not use miles for personal travel or upgrades to first class You must keep a record of when miles were accrued and used You may not accrue or use other travel incentives on or for university business –Airline boarding passes and “proof of attendance” conference documentation is not required –While travel reimbursements should be submitted as soon as possible, the deadline for submission to the travel office is now 90 days.

9. Questions?

10. UNO Road Map UNITS Networking Operations June 22, 2005

11. Vision and Directions Always Available Utility or Carrier Grade Connections Superior Services offered to the University community

12. Priorities and Goals Wireless Build out –700 Access Points - FY 06 –1700 Access Points - FY 07 OSU Net Upgrade –Backbone 1 Gig to 10 Gig – Completed –1 Gig to each building - FY 07 Telephone Switch Upgrade –Nortel CS2100 switch with Voice of IP- FY 06

13. Priorities and Goals Review of Business Lines –Add, delete, consolidate services - FY 07 Customer Connection Improve the methods of customers contact Facilities Improvement –Relocation of Baker Systems to KRC and TNC - Completed –Harden the KRC and TNC physical environments - FY 07

14. Priorities and Goals Identity Management –Campus wide IdM - November 2006 Major Projects –HR Upgrade –Carmen Project –Data Warehouse project –SIS Project –Enterprise Business Continuity Program

15. Priorities and Goals Mission Critical System Support –Email, Anti-Virus, Anti Spam –Financials –Hyperion eReports –Carmen –Statewide DR System Messaging Architecture –Using other priorities provide rich features

16. Priorities and Goals Messaging Architecture –Using other priorities provide rich features to University community Process Standardization –Simplify support processes –Standardize on Expedio “Buckeye in my Pocket”

17. Questions?