This issue of the Financial Management Newsletter includes the following items:

*  New Food Approval Webpage Explains It ALL

*  Delete! Delete! Delete!

*  2014 Preliminary Benefit Rates Are Now Available

*  Simplified Moving Expense Option

*  Non-Catalog Ordering Training - Register Soon!

*  Procurement Services Winter Forums

*  Biennium Close Recommended Deadline for Major Purchases 

*  New Procurement Desktop Reports

*  MAA Is Here to Help with GeoSIMS


New Food Approval Webpage Explains It ALL

In an effort to de-mystify and clarify University and State of Washington policies for the purchase of food, Financial Management, with great input from various individuals and groups on campus(s), has developed a renovated webpage to provide better guidance.  While the policy itself has not changed dramatically, the new strucure and detail should answer all of your questions:


If you do have additional concerns or feedback, please contact the Procurement Services Customer Service team at pshelp@uw.edu or 543-4500.


Delete! Delete! Delete!

The Records Management website has a new list of records that do not need to be saved or printed because they are extracted from a master file or data base.  Emails on this list can be deleted immediately.  Any reports on this list that are printed are considered duplicates and can be destroyed as soon as they have served their reference purpose. 

Learn more at: http://f2.washington.edu/fm/recmgt/Database_Printouts

Please contact Barbara Benson at bbenson@uw.edu or at 543-7950 with questions, further additions, or comments.


2014 Preliminary Benefit Rates Are Now Available

The 2014 preliminary fringe benefit load rates have been updated, and are available on the Financial Accounting website at:  http://f2.washington.edu/fm/fa/ (see the “What’s New?” section).

If you have any questions, please contact either Cristi Chapman at cristic@uw.edu or Dan Schaaf at schaafd@uw.edu.


Simplified Moving Expense Option

The UW will soon rollout a simpler option for helping a newly hired employee with moving expenses. The new option will replace the cumbersome process of collecting and submitting receipts, along with eliminating entirely any wait time for reimbursement. The new process will offer a taxable lump sum allowance paid with the employee’s first paycheck to cover moving expenses (they may have already incurred, in many cases). Feedback from a pilot program demonstrates the new option will greatly reduce the time departments spend dealing with moves as well as a much simpler payment process for new employees.

For more information please see: http://f2.washington.edu/fm/ps/node/3155.      


Non-Catalog Ordering Training - Register Soon!

Non-Catalog Ordering is a new, user-friendly eProcurement tool for ordering items that are not available in an eProcurement catalog. Classes are offered weekly. You can register for one of the weekly classes on our http://f2.washington.edu/fm/ps/training-events/classroom-training

To learn more about this functionality you can view the Non-Catalog Ordering web page at: http://f2.washington.edu/fm/ps/how-to-buy/non-catalog, or contact our Customer Support group at pcshelp@uw.edu  or 206-543-4500.


Procurement Services Spring Forums

Attending a Procurement Services Forum will help you stay current with new purchasing processes and to get a heads-up in what’s coming in the near future. The Winter Forum will highlight Managed Print Services and eProcurement projects. Classes are offered at six different locations for the convenience of all 3 campuses. 

You can register here: http://f2.washington.edu/fm/ps/training events/forums#upcoming.

If you have questions please contact Donna Ickman at 206-685-0448 or donnaand@uw.edu.


Biennium Close Recommended Deadline for Major Purchases

If you plan on making a purchase of a major piece of equipment or furniture, please note and incorporate any potential lead time required to complete the purchase during Biennium Close. To provide for any contingencies, the recommended deadline for major, complex purchases is March 29, 2013.

The Biennium Close website for 2011-2013 biennium instructions and recommended cut-off dates for all other purchasing processes and financial document types will be published shortly.


New Procurement Desktop Reports

There are three new Procurement Desktop Reports (PDR) that will open the curtain into data that hasn’t easily been available before, including Non-PO Payments, PAS Purchase Order Status and PAS Requisition Status.

To use, please go to the PDR website at: http://f2.washington.edu/fm/ps/tools-for-reconciling/pdr, or for questions email to Procurement Customer Service at pshelp@uw.edu  or call at 543-4500.


MAA Is Here to Help with GeoSIMS

MAA invites you to upcoming office hour sessions which will provide 1:1 ‘hands-on’ guidance as you functionalize space and enter data into GeoSIMS.  A schedule of upcoming sessions can be found here: http://f2.washington.edu/fm/maa/fa/training

Please RSVP for training sessions at by emailing fahelp@uw.edu  or through the F&A Proposal Training website:  http://f2.washington.edu/fm/maa/fa

For space functionalization timing for academic units and other useful information, please go to the Space Survey 2013 page on our website.