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budget-finance:start [2025/02/25 16:50] – [Fiscal and Purchasing Information] Daisy Salazarbudget-finance:start [2025/07/21 14:47] (current) – Daisy Salazar
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 ====== Budget & Finance Resources ====== ====== Budget & Finance Resources ======
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 ===== Contacts ===== ===== Contacts =====
  
-|Daisy Salazar|[[Daisy.Salazar@ucdenver.edu|Daisy.Salazar@ucdenver.edu]]|303-315-4921|+|Daisy Salazar|[[Daisy.Salazar@ucdenver.edu|Daisy.Salazar@ucdenver.edu]]| |
 |Keiko Goldman|[[Daisy.Salazar@ucdenver.edu|Keiko.Goldman@ucdenver.edu]]| | |Keiko Goldman|[[Daisy.Salazar@ucdenver.edu|Keiko.Goldman@ucdenver.edu]]| |
 |Sophie Eggert (sponsored projects)|[[Tracy.Lee@ucdenver.edu|Sophie.Eggert@ucdenver.edu]]| | |Sophie Eggert (sponsored projects)|[[Tracy.Lee@ucdenver.edu|Sophie.Eggert@ucdenver.edu]]| |
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 |Hiromi Agena|[[JaNet.Hurt@ucdenver.edu|Hiromi.Agena@ucdenver.edu]]|303-315-6320| |Hiromi Agena|[[JaNet.Hurt@ucdenver.edu|Hiromi.Agena@ucdenver.edu]]|303-315-6320|
 |Patricia Ball|[[JaNet.Hurt@ucdenver.edu|Patricia.Ball@ucdenver.edu]]|303-315-4947| |Patricia Ball|[[JaNet.Hurt@ucdenver.edu|Patricia.Ball@ucdenver.edu]]|303-315-4947|
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 ===== Useful Links ===== ===== Useful Links =====
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   * {{:budget-finance:sehd_travel_expense_reimbursement_form.xlsx|Travel Expense Reimbursement Form}}   * {{:budget-finance:sehd_travel_expense_reimbursement_form.xlsx|Travel Expense Reimbursement Form}}
   * [[https://www.cu.edu/psc/procedures|CU Accounting Policies & Procedures]]   * [[https://www.cu.edu/psc/procedures|CU Accounting Policies & Procedures]]
-  * [[https://www.cu.edu/psc/forms/cardholder-application-travel-card-ca-tc|Travel & Procurement Card Application]] - Once you fill out and sign the application, please send it to [[Daisy.Salazar@ucdenver.edu|Daisy Salazar]].+  * [[https://www.cu.edu/psc/forms/cardholder-application-travel-card-ca-tc|Travel & Procurement Card Application]] - Once you fill out and sign the application, please send it to sehdfinance@ucdenver.edu.
  
 ===== Fiscal and Purchasing Information ===== ===== Fiscal and Purchasing Information =====
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 ==== Making a Purchase ==== ==== Making a Purchase ====
  
-  - All purchase requests should be submitted using the **[[https://forms.ucdenver.edu/secure/sehd_purchase_request|SEHD Procurement Request Form]]. **This should be the primary method of purchasing goods.** **+  - All purchase requests should be submitted using the **[[https://forms.ucdenver.edu/secure/sehd_purchase_request|SEHD Procurement Request Form]]. **This should be the primary method of purchasing goods.
   - If your request cannot be completed by the SEHD Finance team, you may make the purchase yourself and request reimbursement (*restrictions apply, see below). ASAP after purchase (must be within 60 days of purchase), please email a copy of the **//itemized//**  receipt to your corresponding Concur delegate if applicable. Contact **Keiko Goldman **for general fund, extended studies, program and professional development account purchases, and **Jamie Purevsuren **for grant related purchases. Make sure the receipt has the following information: what the item was, the date, and the payment amount. Also include in your email the speedtype to be charged **and the business purpose for the purchase (includes brief description of how the purchase benefits the university)**. The reimbursement will be deposited in your bank account within two business days after it is approved through Concur. Please contact your Concur delegate with any questions. **//Please note// **//: Any purchase that is not in compliance with University & SEHD policy will NOT be reimbursed. If you are unsure/have questions, please contact your corresponding fiscal staff **before**  making a purchase.//   - If your request cannot be completed by the SEHD Finance team, you may make the purchase yourself and request reimbursement (*restrictions apply, see below). ASAP after purchase (must be within 60 days of purchase), please email a copy of the **//itemized//**  receipt to your corresponding Concur delegate if applicable. Contact **Keiko Goldman **for general fund, extended studies, program and professional development account purchases, and **Jamie Purevsuren **for grant related purchases. Make sure the receipt has the following information: what the item was, the date, and the payment amount. Also include in your email the speedtype to be charged **and the business purpose for the purchase (includes brief description of how the purchase benefits the university)**. The reimbursement will be deposited in your bank account within two business days after it is approved through Concur. Please contact your Concur delegate with any questions. **//Please note// **//: Any purchase that is not in compliance with University & SEHD policy will NOT be reimbursed. If you are unsure/have questions, please contact your corresponding fiscal staff **before**  making a purchase.//
   - If you are making a purchase using PD funds, program funds or any other University funding source, please ensure the budgets have been approved and that there are funds available **before**  anything is purchased. Please check with Daisy regarding your available funds.   - If you are making a purchase using PD funds, program funds or any other University funding source, please ensure the budgets have been approved and that there are funds available **before**  anything is purchased. Please check with Daisy regarding your available funds.
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 <WRAP center round info 60%> <WRAP center round info 60%>
  
-If you are a frequent traveler (3 or more trips/year), please email **sehdfinance@ucdenver.edu** about obtaining a university travel card.+If you are a frequent traveler (3 or more trips/year), please email **sehdfinance@ucdenver.edu**  about obtaining a university travel card.
  
 </WRAP> </WRAP>
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           - $50 less for domestic flights           - $50 less for domestic flights
           - $200 less for international flights.           - $200 less for international flights.
 +  - For **combined business and personal trips**, the **airfare**  must be booked through Concur or CBT. You will still need to obtain a comparison quote documenting the cost of the business-only fare prior to or on the date of purchase and attach it to the Concur report. If the extended trip results in a greater cost, the difference will need to be paid by the traveler.
   - Airfare comparison quote **required**  if vehicle travel is determined to be lower cost than airfare.   - Airfare comparison quote **required**  if vehicle travel is determined to be lower cost than airfare.
   - You will need to make your own arrangements for **lodging**. You may use a travel card to book lodging.   - You will need to make your own arrangements for **lodging**. You may use a travel card to book lodging.
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   - All food purchases must be included in an approved budget or be approved (in writing) by the Dean’s Office.   - All food purchases must be included in an approved budget or be approved (in writing) by the Dean’s Office.
   - We are only allowed to tip up to 20% so please keep this in mind when tipping.   - We are only allowed to tip up to 20% so please keep this in mind when tipping.
- 
- 
  
 ===== Professional Development Funds Policy ===== ===== Professional Development Funds Policy =====
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 Offer letters will state a 5-year limit to use startup funds. Individuals can apply for a one-year extension with a plan for how funds will be used. (//Note: I am extending the start-up funds to 5 years because these are meant to support quest for tenur//e.) Offer letters will state a 5-year limit to use startup funds. Individuals can apply for a one-year extension with a plan for how funds will be used. (//Note: I am extending the start-up funds to 5 years because these are meant to support quest for tenur//e.)
 +
 === Dollar Threshold === === Dollar Threshold ===
  
-**Beginning in FY21-22**, **allocated** PD funds are capped at two years’ allocation amount (current 1.0 FTE rates are $4,000 for tenure track, $2,400 for clinical, and $2,000 for senior instructors; prorated at less than 1.0 FTE). An individual’s annual allocation will be adjusted, if necessary, so as not to exceed this threshold.+**Beginning in FY21-22**, **allocated**  PD funds are capped at two years’ allocation amount (current 1.0 FTE rates are $4,000 for tenure track, $2,400 for clinical, and $2,000 for senior instructors; prorated at less than 1.0 FTE). An individual’s annual allocation will be adjusted, if necessary, so as not to exceed this threshold. 
 + 
 +**Effective FY21-22**, if an individual’s **allocated **PD balance is over the cap, **allocated **funds will be reduced and returned to the original source until the PD balance reaches the threshold amount. **Earned/awarded **funds will **not**  be reduced or returned.
  
-**Effective FY21-22**, if an individual’s **allocated **PD balance is over the cap, **allocated **funds will be reduced and returned to the original source until the PD balance reaches the threshold amount. **Earned/awarded **funds will **not** be reduced or returned. 
 ==== *Footnotes ==== ==== *Footnotes ====
  
 **Current 1.0 FTE annual allocation amounts (pro-rated at less than 1.0 FTE): ** **Current 1.0 FTE annual allocation amounts (pro-rated at less than 1.0 FTE): **
  
-   * $2,000 to Tenured/Tenure track faculty+  * $2,000 to Tenured/Tenure track faculty
   * $1,200 to Clinical faculty   * $1,200 to Clinical faculty
   * $1,000 to Instructors/Sr. Instructors   * $1,000 to Instructors/Sr. Instructors
  
  
budget-finance/start.1740502211.txt.gz · Last modified: by Daisy Salazar