budget-finance:start
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budget-finance:start [2021/08/23 21:59] – [Professional Development Funds Policy] Matt Mitchell | budget-finance:start [2024/04/03 20:27] (current) – [Fiscal and Purchasing Information] Daisy Salazar | ||
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+ | ====== Budget & Finance Resources ====== | ||
+ | |||
+ | |||
+ | ===== Contacts ===== | ||
+ | |||
+ | |Daisy Salazar|[[Daisy.Salazar@ucdenver.edu|Daisy.Salazar@ucdenver.edu]]|303-315-4921| | ||
+ | |Patricia Ball|[[Begzsuren.Bolormaa@ucdenver.edu|Patricia.Ball@ucdenver.edu]]|303-315-4947| | ||
+ | |JáNet Hurt|[[JaNet.Hurt@ucdenver.edu|JaNet.Hurt@ucdenver.edu]]|303-315-6343| | ||
+ | |||
+ | |||
====== Budget & Finance Resources ====== | ====== Budget & Finance Resources ====== | ||
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* {{: | * {{: | ||
+ | * {{: | ||
* [[https:// | * [[https:// | ||
* [[https:// | * [[https:// | ||
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- All purchase requests should be submitted using the **[[https:// | - All purchase requests should be submitted using the **[[https:// | ||
- | - You may also 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 **// | + | - You may also 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 **// |
- For purchasing miscellaneous items such as books, other supplies (non-office supplies), etc., please purchase it yourself and submit the itemized receipt for reimbursement. 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)**. If you are unsure if an item is reimbursable, | - For purchasing miscellaneous items such as books, other supplies (non-office supplies), etc., please purchase it yourself and submit the itemized receipt for reimbursement. 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)**. If you are unsure if an item is reimbursable, | ||
- 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** | - 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** | ||
- | - For PD funds, faculty members with the last name starting with A-L use speedtype 62000054. Faculty members with the last names of M-Z please use 62000055. For faculty members with hyphenated names please reference the fund of the second name. For example, John Smith-Baker would use 62000054. Please contact Daisy if you are unsure about the speedtype you should be using. | ||
- **All IT/Tech related purchases must go through the SEHD Tech Team via the ** **[[https:// | - **All IT/Tech related purchases must go through the SEHD Tech Team via the ** **[[https:// | ||
- | - Gift card purchases MUST include a Gift Card Authorization Form and must be approved prior to making the purchases. Please contact | + | - Gift card purchases MUST include a Gift Card Authorization Form and must be approved prior to making the purchases. Please contact |
- As a public institution of higher education of the State of Colorado, the University of Colorado is generally exempt from most federal taxes and from all Colorado State and local government sales tax. The purchase must be made using the University Procurement Card or a university purchase order. (If an employee makes the purchase with personal funds - with the intention of subsequently requesting reimbursement from the University - then the purchase is not tax exempt, even if the employee presents a university tax-exemption number.) | - As a public institution of higher education of the State of Colorado, the University of Colorado is generally exempt from most federal taxes and from all Colorado State and local government sales tax. The purchase must be made using the University Procurement Card or a university purchase order. (If an employee makes the purchase with personal funds - with the intention of subsequently requesting reimbursement from the University - then the purchase is not tax exempt, even if the employee presents a university tax-exemption number.) | ||
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- **Conference Registrations** | - **Conference Registrations** | ||
- To have your registration handled by SEHD, fill out this [[https:// | - To have your registration handled by SEHD, fill out this [[https:// | ||
- | - If you want to be reimbursed for items such as hotel, taxis, shuttles, parking, etc., please keep your itemized receipts and turn them in to your corresponding Concur delegate | + | - If you want to be reimbursed for items such as hotel, taxis, shuttles, parking, etc., please keep your itemized receipts and turn them in to your corresponding Concur delegate when you return. Again, reimbursement cannot occur until after travel is completed. Conference agenda MUST be provided for reimbursement! The agenda must include the name and dates of the conference as well as a breakdown of the schedule. Please refer to the following link for more information/ |
- Meals/food will be reimbursed at the per diem rate only per university policy. There is no need to keep food receipts when traveling. Per Diem rates can be found at the following link [[http:// | - Meals/food will be reimbursed at the per diem rate only per university policy. There is no need to keep food receipts when traveling. Per Diem rates can be found at the following link [[http:// | ||
- Mileage calculations MUST deduct **normal round-trip commute** | - Mileage calculations MUST deduct **normal round-trip commute** | ||
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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. | ||
+ | |||
+ | |||
+ | ===== Fiscal and Purchasing Information ===== | ||
+ | |||
+ | ==== Making a Purchase ==== | ||
+ | |||
+ | - CU Marketplace and Procurement Cards should be the **primary method of purchasing** | ||
+ | - 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 **// | ||
+ | - 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** | ||
+ | - For PD funds, each program now has their own PD account speedtype. If you don't know your PD speedtype, please contact Daisy. | ||
+ | - **All IT/Tech related purchases (including software) must go through the SEHD Tech Team via the ** **[[https:// | ||
+ | - **Gift card** | ||
+ | - As a public institution of higher education of the State of Colorado, the University of Colorado is generally exempt from most federal taxes and from all Colorado State and local government sales tax. The purchase must be made using the University Procurement Card or a university purchase order. (If an employee makes the purchase with personal funds - with the intention of subsequently requesting reimbursement from the University - then the purchase is not tax exempt, even if the employee presents a university tax-exemption number.) | ||
+ | |||
+ | ==== Travel ==== | ||
+ | |||
+ | <WRAP center round info 60%> | ||
+ | |||
+ | If you are a frequent traveler (3 or more trips/ | ||
+ | |||
+ | </ | ||
+ | |||
+ | First, please check with your corresponding fiscal staff to ensure funds are available to cover the pending trip expenses. If the funds are available, please submit a Concur travel request for approval. **All trips require pre-approval**. This includes domestic, international and in-state travel if an overnight stay is included. Once this has been approved, you may move on to the next step and book your travel through Concur or through Christopherson. | ||
+ | |||
+ | - All airfare **must** | ||
+ | - Air travel should be arranged through Christopherson by either contacting them directly or through [[https:// | ||
+ | - You will need to make your own arrangements for lodging. You may use your travel card to pay for lodging. If you don't have a travel card, please submit an itemized receipt for reimbursement upon your return from the trip. | ||
+ | - **Conference Registrations** | ||
+ | - To have your registration handled by SEHD, fill out this [[https:// | ||
+ | - If you want to be reimbursed for items such as hotel, taxis, shuttles, parking, etc., please keep your itemized receipts and turn them in to your corresponding Concur delegate (Daisy or Bogi) when you return. Again, reimbursement cannot occur until after travel is completed. Conference agenda MUST be provided for reimbursement! The agenda must include the name and dates of the conference as well as a breakdown of the schedule. Please refer to the following link for more information/ | ||
+ | - Meals/food will be reimbursed at the per diem rate only per university policy. There is no need to keep food receipts when traveling. Per Diem rates can be found at the following link [[http:// | ||
+ | - Mileage calculations MUST deduct **normal round-trip commute** | ||
+ | |||
+ | ==== Food Purchases ==== | ||
+ | |||
+ | - All food purchases must be made according to university policy. This means that food cannot be ordered for the following types of events: program meetings, staff meetings, meetings with only SEHD personnel attending and going away parties (unless the person is retiring). One time and irregular events may be approved by going through the Dean’s Office. Please contact [[https:// | ||
+ | - Training events MUST include an agenda and list of attendees. | ||
+ | - For small a dollar amount food purchase, you may purchase this yourself and submit to your corresponding fiscal staff for reimbursement. Remember you must submit an itemized receipt for all purchases. | ||
+ | - For food purchases for official function events, please complete the __[[https:// | ||
+ | - 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. | ||
+ | |||
===== Professional Development Funds Policy ===== | ===== Professional Development Funds Policy ===== | ||
+ | |||
+ | ==== Purpose of PD Funds ==== | ||
+ | |||
+ | The purpose of Professional Development (PD) funds in the SEHD is to support faculty research and creative activities. These funds may be used in a variety of ways including: travel, conference attendance/ | ||
+ | |||
+ | ==== Definitions ==== | ||
+ | |||
+ | === Allocated PD* === | ||
+ | |||
+ | Amount given to faculty annually (from Program funds or School funds), at the beginning of the fiscal year, based on faculty rank (Sr. Instructor, Associate Professor, etc.). Allocation amounts are established by the SEHD, applied consistently across programs, and are prorated if less than 1.0 FTE. | ||
+ | |||
+ | === Earned/ | ||
+ | |||
+ | Includes all funding such as awards from ORS, YUMPS, RIA, Center for Faculty Development, | ||
+ | |||
+ | === Spending Policies === | ||
+ | |||
+ | If a faculty member is awarded a large RIA, ORS, or other similar funds, a separate speed type is created. Research Faculty provide their own PD funds through RIA. | ||
+ | |||
+ | Earned/ | ||
+ | |||
+ | Purchases from PD funds must adhere to purchasing rules and are considered university property. | ||
+ | |||
+ | University property must be returned to the school upon separation of employment with the SEHD. | ||
+ | |||
+ | Upon retirement/ | ||
+ | |||
+ | === Time Limits === | ||
+ | |||
+ | 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 === | ||
+ | |||
+ | **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; | ||
+ | |||
+ | **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/ | ||
+ | ==== *Footnotes ==== | ||
+ | |||
+ | **Current 1.0 FTE annual allocation amounts (pro-rated at less than 1.0 FTE): ** | ||
+ | |||
+ | * $2,000 to Tenured/ | ||
+ | * $1,200 to Clinical faculty | ||
+ | * $1,000 to Instructors/ | ||
budget-finance/start.1629755990.txt.gz · Last modified: 2021/08/23 21:59 by Matt Mitchell