Finance Division

To:  Deans, Directors, and Department Chairs

From:  Dennis Press, University Controller

Date: February 29, 2008

This memorandum is the annual reminder that we will be requesting your assistance again this year in providing information on leave data for each permanent employee (EPA and SPA, full and part-time) as of June 30, 2008.  The leave information is a required component of the University's Comprehensive Annual Financial Report (CAFR).  To view the CAFR, go to the following web site:
http://finance.unc.edu/finance-division/reports--data/reports--data.html.

To:  University Business Managers

From:  Roger Patterson, Associate Vice Chancellor for Finance

Date: February 25, 2008

A completely redesigned Finance Division Web site launches today with a customer-focused, user-friendly style.  The new site can be accessed at http://finance.unc.edu/.  This URL is the new Finance Division homepage; any previously bookmarked Finance Web pages should be reset.

The goal of the redesign is to modernize the Finance Division Web site.  This includes providing a professional, organized and streamlined appearance.  Easy navigation, cross-referenced information, and consistency across all division Web pages will enable campus customers to have efficient access to financial data, reports, policies, computer-based trainings, etc.

To: University Business Managers

From: DeAhn Baucom, Director of Student Accounts and University Receivables

Date:  February 21, 2008

As part of the relocation of our office last summer to the new Student and Academic Services Building, and to enhance the security of deposits left for us, particularly after normal business hours, we are pleased to announce that we have replaced the “black mailbox” located in the rear of SASB North with a 24-hour deposit facility located in the wall to the left of the rear entry doors to the building. 

Mary Parrish, UNC at Chapel Hill’s business continuity officer, has been invited to speak at the annual Continuity Insights Conference in New Orleans in May.

To:  Deans, Directors and Department Chairs

From:  Martha J. Pendergrass
Director, Material and Disbursement Services

Date:  February 18, 2008

Effective April 1, 2008, a new standard form will be part of the documentation required to substantiate travel by non-employee students.  The new substantiation requirement is part of the Office of State Budget and Management's new student travel policy.

To:  Business Managers
Merchant Card Services Staff

From:  Chandrika Rao, Director of Accounting Services

Date:  February 15, 2008 

The Finance Division of the University of North Carolina at Chapel Hill in conjunction with the Office of the State Controller has scheduled webinar training for SunTrust Merchant Services new online reporting tool, ClientLine. ClientLine is replacing the current reporting tool which is MyMerchantView. Training is provided for current participants of the Statewide Master Service Agreement for merchant card services with SunTrust Merchant Services.

To:  Deans, Directors and Department Heads

From:  Roger Patterson, Associate Vice Chancellor for Finance
and Co-Chair, Interdepartmental Fees and Charges Committee

Date:  February 13, 2008

The Interdepartmental Fees and Charges (IF&C) Committee that reviews fees that campus departments charge each other is undertaking a review of campus space rentals.  To assist with this review, the IF&C Committee asks that you complete the Space Rental Survey Instrument located on the following Web site through February 25:  http:  www.unc.edu/finance/budget/space_rental_survey.dot .  After February 25, the survey will be located at:  http://finance.unc.edu/images/stories/committee/Space_Rental_Survey_Instrument.dot .

To: Business Managers
University Accounting Personnel

From: Kathi Wimmer, Finance Training Coordinator

Date:  February 12, 2008

The Finance Division of the University of North Carolina at Chapel Hill will sponsor a continuing professional education (CPE) course entitled Professional Ethics and Conduct from 9:00 a.m. – 11:00 a.m. on April 24, 2008, at the Friday Center, in the Bellflower AB room. The course will be limited to 50 participants.

To: University Business Managers

From: Kathi Wimmer, Finance Training Coordinator

The Finance Division of the University of North Carolina at Chapel Hill will host the Finance Division Workshops on a quarterly basis for the 2008 calendar year, beginning in February. The workshops will be held in the Hitchcock Multipurpose Room at the Sonja Haynes Stone Center.