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University of Minnesota Changes to Administration of Internal Sales Activity Presentation to Council of Research Associa

University of Minnesota Changes to Administration of Internal Sales Activity Presentation to Council of Research Associate Deans December 18, 2008. Policy Revision. Policy unclear and outdated Increase in internal sales activity Overcharge due to inappropriate rate

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University of Minnesota Changes to Administration of Internal Sales Activity Presentation to Council of Research Associa

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  1. University of MinnesotaChanges to Administration of Internal Sales ActivityPresentation to Council of Research Associate DeansDecember 18, 2008

  2. Policy Revision • Policy unclear and outdated • Increase in internal sales activity • Overcharge due to inappropriate rate • Heightened interest from Office of Management and Budget • CRAD work group

  3. Approval Process • New internal sales activity approved by Deans office. • Role of EFS • Specialized Service Center requires additional approval

  4. On-line Training • Overview of policy governing internal sales • Transacting internal sales and rate development basics • Rate development example

  5. Annual Review • Business plan review • Financial status review • Rate review

  6. Enforcement • Internal Sales office compliance reviews • Communication of findings • Quarterly reports

  7. Questions? Denise Seck, Associate Controller seckx001@umn.edu Internal Sales Compliance Office Jane Pribyl, Director, Internal Sales priby024@umn.edu 4-7972 Pat Mann, Manager, Internal Sales mannx032@umn.edu 4-5540 Karen Mazza, Internal Sales mazza@umn.edu 5-5605 Mary Kosowski, Internal Sales kosowski@umn.edu 4-7892

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