UNC FIT Update UNC Controller s Workshop May 7

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

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

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

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

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

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

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

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

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 ► Page 9

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

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 Page 11

UNC FIT Update QUESTIONS Page 12

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