Launching the

RAFT

Presented by:

Laura PutzAssociate Controller

HSC Unrestricted Accounting

FRSWG HistoryWhat does it MEAN?Fiscal & Research ServicesWorking GroupPre-Award and Contract

and Grant Administration

Unrestricted Accounting

Information Technologies and Human Resources

Introducing…Research

Administration

Forum and

Training Sessions

RAFT Sessions Hosted by the Office

of Research: http://research.unm.edu/

Contact: Cassandra Misenar Cmisenar@salud.unm.edu

2014 Schedule: All RAFT meetings are from 10:30 – 11:45 am

Date Location

March 28th BMSB 303May 30th BMSB 303September 26th TBANovember 21st TBA

RAFT Website: http://hsc.unm.edu/research/raft.ht

mlHelps eliminate the

ripples in your pond!

RAFT Offers support; no

drowning here!

Invites you to submit topics you want to learn about

Help Others Share what you learn with colleaguesInvite colleagues to attend these sessionsDiscuss RAFT information in your Staff

meetings

Become an OARR (Openly Admired Research Resource)

When you feel you are sinking....

Come aboard the UNM/HSC

RAFT for adventure!

Questions or Comments?

Laura PutzResearch Administration Forum and Training SessionJanuary 31, 2014

OTHER NEWS AND INFORMATION

New PCard Website - http://pcard.unm.edu/Revised PCard Log Form Increased Limits available

Submit PCard Modification Form

Revisions to Permitted and Prohibited Items NO EXCEPTION NEEDED FOR FOOD PURCHASED ON

UNRESTRICTED NO NEED FOR BLANKET FOOD EXCEPTIONS ON UNRESTRICTED ADEQUATE DOCUMENTATION REQUIRED ON PCARD LOG

5 “W’s” (Who, What, Where, When and Why) Include Meeting Agenda or Recruiting Itinerary List of Attendees if required, or general description of who attended

list not required

IMPORTANT PCARD CHANGES

PCard Exception Process changes

IMPORTANT PCARD CHANGES

SPECIAL EXCEPTION WEB FORM

UAP 1030 – Gifts to the University

UAP 7200 – Cash Management

UAP 7225 – Cashier Operation and Services

UAP 7230 – Financial Aid Disbursement

UAP 7250 – Refunds

RECENTLY REVISED POLICY

Top two avoidable reasons for DPI delay in UA: Document not approved by department Document not received by UA

Staple versus paper clips? Staple wins!

Securing receipts Carefully tape smaller receipts to a sheet of paper

DPI REMINDERS