CoA Phase 2 Workstreams
-
High-Level Accomplishments
- Collected and assessed 71 unique report requirements via 11 report focus
group sessions. - Identified 25 report that do not need additional report development efforts (reports or report functionality already exist).
- Distributed training material links and job aids for existing reports and functionality available to support requirements gathered during focus group sessions.
- Prepare similar communication for Procurement reporting based on focus group requirements.
In Progress/Planned Activities
- Transition focus group report enhancement requests to the reporting team.
- Validate the Tableau reporting approach of new UD hierarchies that include old corresponding UDOs as part of the POC, which will also support campuses moving to new department hierarchies.
Contact Information
Anthony Spagnuolo anthony.spagnuolo@rutgers.edu
David Voutsinas david.voutsinas@rutgers.edu
- Collected and assessed 71 unique report requirements via 11 report focus
-
High-Level Accomplishments
- Reviewed and updated definitions on 577 Balance Sheet Account values.
- End dated 54 Balance Sheet Account values with no activity.
In Progress/Planned Activities
- Review and update definitions on P&L Account values.
- End date P&L Account values with no activity.
- Review Account Value hierarchies for internal and external reporting revisions.
Contact Information
Sue Heleno helenosw@finance.rutgers.edu
-
High-Level Accomplishments
- Completed transition of Program Income projects from fund type 630 (Restricted General Non-grants) to new fund type 645 (Restricted Program Income); updated business lines to sync with related sponsored projects.
- Implemented a new Statement of Net Position format for FY22 financials based on fund type instead of business line.
In Progress/Planned Activities
- Review the overall fund type values and hierarchy in CoA and update segment value definitions.
- Determine meaningful detail for reporting unrestricted net position.
- Update business line on fund type 190 (Unrestricted Cost Share) projects to match their related grants for more efficient federal reporting.
Contact Information
Cheryl Hart cop@finance.rutgers.edu
-
High-Level Accomplishments
- Confirmed each central VP area’s (IP&O, UFA etc) unit value requirements.
- Gathered specifications for configurations and defaults from major integration partners.
- Developed approach to support reporting of new UD hierarchies that include old corresponding UDOs.
In Progress/Planned Activities
- Prepare proof of concept (POC) to break out UFA from Central with its proposed department structure.
Contact Information
Eva Ho eva.ho@finance.rutgers.edu
-
High-Level Accomplishments
- Conducted May focus group to discuss Activity segment requirements with stakeholders.
- Refined definition of the Activity segment based on focus group feedback.
- Analyzed how interfaces / EPM would be impacted.
- Met with Chancellor-Led-Units (CLUs) to discuss segment use for their campuses.
In Progress/Planned Activities
- Continue discussion with CLUs about their Activity segment use for their campuses.
- Meet with central VP areas to discuss their segment use.
- Confirm scope of updates to integrated systems to support Activity segment and use of alphanumeric values.
Contact Information
Betsy Cafiero bcafiero@finance.rutgers.edu
Tom Deshan tdeshan@finance.rutgers.edu
-
High-Level Accomplishments
- Closed 415 inactive unrestricted projects in fund types 100 and 150 with no activity since June 30, 2020.
- Prepared recommendation and supporting KDD for the use of PPM for fund types 100 and 150 and proposed to sponsors.
In Progress/Planned Activities
- Review list of inactive unrestricted projects in fund types 100 and 150 with no activity since June 30, 2021.
- Continue analysis of the use of fund types 100 and 150 to support sponsor recommendation.
- Request (from Budget Office) clear definitions and distinction between Unrestricted Operating and Self-Supporting funds as they relate to fund types 100 and 150.
- Identify Projects in fund types 100 and 150 as Operating or Self Supporting.
Contact Information
Debbie Vassallo dvassall@finance.rutgers.edu
Sue Heleno helenosw@finance.rutgers.edu
-
High-Level Accomplishments
- Analyzed changes for central reporting which are either in process or completed.
- Analyzed changes for long-term use for both Universitywide and unit reporting.
In Progress/Planned Activities
- Propose new hierarchy to organize segment for reporting across functional categories for both Unversitywide and unit reporting.
- Create proposed hierarchy and enable it for growth when ready to expand value/program.
Contact Information
Cheryl Hart cop@finance.rutgers.edu
Tom Deshan tdeshan@finance.rutgers.edu
-
High-Level Accomplishments
- Developed reports that identify reconciliation issues on the GL.
- Created OTBI-based Dashboard identifying high level GL vs PPM differences.
- Booked FY22 Adjustment to Central to true up project-only fund type balances in GL.
In Progress/Planned Activities
- Develop controls for Oracle project cost journals to avoid accounting errors.
- Build dashboard identifying subledger transactions in the GL to assist in a more detailed reconciliation.
- Develop a go-forward reconciliation process to maintain synchronization between GL and PPM.
- Meet with Chancellor and Central VP areas to discuss further Unit adjustments.
- Update reclass entry to reflect at UDOLFB level for most recent reporting period.
Contact Information
Eugene Park ejpark@finance.rutgers.edu