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2005 PRD Competencies Assessment

2005 PRD Competencies Assessment. Finance Network Chuck Axthelm April 22, 2005. Resource Analyst Competencies. Competencies relate to How well the work is done Not what is accomplished Will be the basis for obtaining consistent customer feedback Areas of strength Areas to develop.

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2005 PRD Competencies Assessment

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  1. 2005 PRD Competencies Assessment Finance Network Chuck Axthelm April 22, 2005

  2. Resource Analyst Competencies • Competencies relate to • How well the work is done • Not what is accomplished • Will be the basis for obtaining consistent customer feedback • Areas of strength • Areas to develop

  3. 4 Major Areas • Customer Orientation • Work Quality • Development, Innovation & Improvement • Teamwork, Communication & Leadership • Customer will be provided with 3-4 examples of each competency

  4. Implementation Strategy • In April - Input from business managers, Field Ops supervisors, and you • May - ID customers to provide feedback • June - Assessment emailed to customer by business manager or supervisor • June/July - Customer provides • Indication of level of strength (1-5) • Summary comments/observations

  5. Effort Reporting AuditPreliminary Findings – Effort Adjustments Finance Network Chuck Axthelm April 21, 2005

  6. Summary Observations • Effort Adjustments are covered by Lab’s Resource Adjustment policy • Inadequate approvals for RA’s over $5k • Adjusting entries driven by budget considerations not by employee errors • Adjusting entries not timely • Documentation inadequate or missing • Labor Adjustments Panel “Comments” not used • Hard copy documentation inadequate or missing; only produced upon auditor request • Documentation dates not consistent with original or correcting entries

  7. Documentation Improvements • Use Labor Adj Report vs. screen shot • Summer Faculty • Consistent with PAF • Dropouts • Signed employee timesheet or Email from employee stating where time should be charged • Correcting errors • Reason for error + corrective actions • Email or other direction from employee and supervisor specifying correction • Local reviews to ensure policy compliance

  8. Lien Update Finance Network Chuck Axthelm April 22, 2005

  9. Lien Quality Improvement Strategy • Goal: increase reliability of lien data prior to 8.8 Upgrade • Bias - close legacy PO’s wherever possible (ie those starting 64 or 65) • Aggressive program by central CFO managers with ISS support

  10. Progress • Closed >1000 3-way match legacy liens • PO’s with accounting problems – previous emails to Divisions with instruction for closing/replacing (59 IUT’s and other blankets remaining) • Strategy for expired 2 way match PO’s: • Close PO and pay any outstanding invoices with non-PO payments • $32M liens in GL but not in PRP and not seen in IRIS won’t be converted

  11. Other Strategies • Xmulti blankets - to be closed and reissued before upgrade • For all other legacy PO’s that remain open thru the upgrade • Divisions need to be aware that potential problems that could occur after 8.8 upgrade • Contingency plans being developed

  12. Receipt Accruals • New business rules in 8.8 to be tested next week • Trying to set upper limit tolerances • Possible that RecAcc can be used to auto accrue outstanding IUT invoices by “receiving” services each month • Division testing next week

  13. Multi-Year Liens • Team reviewing business requirements and processes • Would lien only guaranteed minimum obligated amount • Contracts module being considered for this

  14. Return to Vendor • New proposed bus rules reviewed last month at FN • Will be handled in PeopleSoft 8.8 • Warrantee repairs and exchanges won’t cause receipt accruals problems • Recommend all returns to occur within 30 days of original receipt • To be tested in next week

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