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Launching the RAFT

Launching the RAFT. Presented by: Laura Putz Associate Controller HSC Unrestricted Accounting. FRSWG History. What does it MEAN? Fiscal & Research Services Working Group Pre-Award and Contract and Grant Administration Unrestricted Accounting

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Launching the RAFT

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  1. Launching the RAFT Presented by: Laura Putz Associate Controller HSC Unrestricted Accounting

  2. FRSWG History What does it MEAN? Fiscal & Research Services Working Group • Pre-Award and Contract and Grant Administration • Unrestricted Accounting • Information Technologies and Human Resources

  3. Introducing… Research Administration Forum and Training Sessions

  4. RAFT Sessions • Hosted by the Office of Research: http://research.unm.edu/ • Contact: Cassandra Misenar Cmisenar@salud.unm.edu

  5. 2014 Schedule: • All RAFT meetings are from 10:30 – 11:45 am

  6. RAFT Website: http://hsc.unm.edu/research/raft.html • Helps eliminate the ripples in your pond!

  7. RAFT • Offers support; no drowning here! • Invites you to submit topics you want to learn about

  8. Help Others • Share what you learn with colleagues • Invite colleagues to attend these sessions • Discuss RAFT information in your Staff meetings • Become an OARR (Openly Admired Research Resource)

  9. When you feel you are sinking....

  10. Come aboard the UNM/HSC RAFT for adventure!

  11. Questions or Comments?

  12. Other News and Information Laura Putz Research Administration Forum and Training Session January 31, 2014

  13. Important PCard Changes • 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

  14. Important PCard Changes • PCard Exception Process changes

  15. Special Exception Web Form

  16. Recently revised policy • UAP 1030 – Gifts to the University • UAP 7200 – Cash Management • UAP 7225 – Cashier Operation and Services • UAP 7230 – Financial Aid Disbursement • UAP 7250 – Refunds

  17. DPI Reminders • 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

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