Starting immediately, the University requires all new campus vendors to complete appropriate business forms to conduct business with Carolina. This change also applies to vendor modification requests such as address updates.

Due to unforeseen security and data integrity concerns, the launch of the new P-Card Works reconciliation tool has been postponed to September 17. Unfortunately, some potential risks were discovered immediately prior to the planned P-Card program redeployment scheduled for yesterday. After discussion with our campus partners in ITS, we prioritized the security of our campus over the August 16 launch date. We have identified a resolution and will be working to implement it over the next few weeks.

As we shared in a July 10 email, the launch of the new purchasing card (P-Card) program is fast approaching. The improved purchasing card program will have more flexibility and an upgraded reconciliation tool, Works, which offers greater functionality and efficiency to campus users. Works is a web-based application used for the management of P-Card transactions.

Effective July 17, purchasing oversight responsibilities for campus will change with a transfer of Bernard Law from Director of Purchasing Services for campus to Purchasing Director in the Finance and Operations Service Center for Excellence. In turn, Troy Morse, current Purchasing Director in the Finance and Operations Service Center for Excellence, will transfer to be Director of Purchasing Services for campus in the Finance Department.

I am writing to let you know that Dwayne Pinkney has decided to conclude his service as Chief Financial Officer and Senior Associate Vice Chancellor for Finance and Operations to accept a new opportunity at Virginia Tech as Senior Vice President for Operations and Administration starting Aug. 1. Dwayne’s last day at Carolina will be July 31.

The purpose of this memorandum is to provide information concerning the year-end procedures and the dates that documentation must be received for payment in the fiscal year ending on June 30, 2018. It is important that these deadlines be met to ensure use of your 2017-2018 budgets rather than your 2018-2019 budgets.

The Office of Ethics Education and Policy Management (OEEPM), is launching a new policy management system today, March 29 (details in the email below). As a follow up, we want to clarify that this transition also includes all documents within the Finance Policies and Procedures Manual website, financepolicy.unc.edu, including glossary items, forms, and related documents.

Starting with the next Customer Billing Management (CBM) data file submission, which is estimated to be imported on Monday, March 19, 2018, charges from UNC Police for “Police and Security Guard Services” will now be processed by the Finance and Operations Service Center for Excellence.

Financial Analyst Henry Price recalls his early days at Carolina, and what he and his team at the Department of Budget, Planning and Analysis work on throughout the year.

To: MOU Financial Leads From: Beth McAndrew, Director of Financial Reporting & Management Services The Financial Reporting department of the University Controller’s Office is responsible for compiling unrelated business income revenue and expenses each fiscal year for inclusion on the … Read more