Colleagues It seems as though retirement is in the air!  If you remember in the last newsletter, it was announced Jane Closterman is  retiring after 11 years with the University; her last day in the office will be March 21.  Ryan Rapp has been named Controller effective March 1.  David Sheahen, Assistant Vice President for […]

Mileage Reimbursement Rates Effective January 1, 2014

The University of Missouri follows the State of Missouri’s practice of reimbursement for business transportation expenses at a mileage rate that is three cents less than the IRS standard mileage rate.  The IRS rate is based on an annual study of the fixed and variable costs of operating an automobile.  The IRS announced on December […]

Your 2013 Form W-2

Many University of Missouri employees have provided consent to receive their Form W-2 in electronic format.  In mid-January, an email was sent to employees who have provided consent to give notification that the 2013 Form W-2 was ready to view in myHR, Employee Self-Service.  Prior year W-2’s and W-2c’s, from tax year 2009 through the […]

Travel and Expense System – Approving an Employee Reimbursement

With the new Travel & Expenses System, employees are experiencing faster reimbursements. As an approver, you play an integral role in those reimbursements.  Here are a few hints and reminders to help you when approving an Expense Report (ER): Roles & Responsibilities – As either a Project Manager Approver (or their delegate) or a Fiscal […]

Sponsored Programs – Effort Verification Reports Going Electronic

We are currently in the process of developing an electronic effort report that we hope to have implemented during calendar year 2014.  We will be working closely with the campus Sponsored Programs Offices and Departmental Research Administrators as we go through the development process.  Until then you will continue to receive the paper-based effort reports, […]

The Ethics and Compliance Hotline

The University established the “Ethics and Compliance Hotline” to provide employees with an anonymous avenue for reporting suspected incidences of ethics or compliance abuses, including  fraud and fiscal misconduct, medical, human resources, research, athletics, and/or environmental, health, and safety issues. The reporting system is both web and telephone based and is available on a 24-hour/365-day […]

Camps and Clinics Insurance

Young people of all ages are heading off to University sponsored camps and clinics, both athletic and academic, to become more proficient in a chosen activity or area of talent. From girls’ softball to boys’ basketball, music, engineering, business and journalism, sponsored camps and clinics are an important service for young people aspiring to be […]

Supplier Diversity

I have assumed the role of Director—Supplier Diversity and Small Business Development within Management Services, replacing Jackie Kelly. You will notice we’ve changed the name of the program as well, reflecting total inclusion of our effort. Our focus is to support both Procurement and Design and Construction system-wide in sourcing activities and to be the […]


The University of Missouri will soon be upgrading to a new version of PaymentNet.  This software has been used for reconciliation of purchasing and fleet cards and travel card payments for many years.  PaymentNet is evolving and the system has been redesigned to better meet our customers’ needs.  Your card administration teams have been working […]

COMPASS Guiding 2014 Budget Efforts

The final piece of the Hyperion application, HCP (Human Capital Planning) is now available in production.  Staff are in various stages of training at each campus. The Campus Budget Officers discussed and determined training needs, and those who have not yet attended training will soon be invited to future sessions. The new position budgeting functionality […]

Records Management Training Opportunities

Did you know that Records Management offers training in the areas of use and services that it is involved with?  For instance, Records Management offered a training on January 22nd called “How to Use the Records Center A-Z”. In this training, Attendees were introduced to procedures, supplies, transmittal forms, services, policies and had lots of […]

Welcome to InFocus!

Colleagues: Greetings from the Office of Finance.  You may (or may not) have noticed that “and Administration” has disappeared from our name. As part of the transition process following the recent retirement of Vice President Nikki Krawitz, we looked across peer institutions to see how other organizations were aligned.  We noticed that when “Finance and Administration” was […]

Jane Closterman’s Retirement

Jane Closterman, University of Missouri System Controller, has announced her decision to retire after 11 years of dedicated service.  Her effective retirement date is April 30, 2014.  This will be a loss to the University of Missouri.  Jane is one of the hardest working and most dedicated people I’ve ever met.  Since starting with the […]

Ryan Rapp selected as New Controller

It is my pleasure to announce that Ryan Rapp has been selected to succeed Jane Closterman as Controller of the University of Missouri System upon Jane’s retirement, which is effective April 30, 2014.  The timing of this announcement will allow for a smooth transition in this most important role.  In keeping with our deliberate succession […]

Submitting an Employee Reimbursement in the Travel and Expense System

With the new Travel & Expenses System employees are experiencing faster reimbursements. However, they can be delayed due to missing or incorrect information.  Here are a few hints to help you when submitting your Expense Report (ER): Funding source – Check the funding on your ER before submitting it for approval.  You can set your […]

Tax Withholding Facts

Be prepared for the end of the year and check your tax withholding before it is too late.  The following are things to remember when reviewing your tax withholding elections.  WHAT are my tax withholding elections based upon?  The amount of income tax withheld from your pay depends on two factors: 1.       The gross amount […]

Grants Reform Update and the A-133 Audit

Currently, the Office of Management and Budget (OMB) has not set a timeline for publishing the revised OMB Circulars, but have indicated they have an aggressive timeline for publishing the revisions with a goal to have a final version in December 2013.  We will provide more information to the University Research Community once finalized.  If […]

New Claim Forms/How to Report a Claim

The forms for filing claims have been converted to Excel format to simplify the process. The Excel option allows each user to fill out the form manually or electronically. If the form is completed electronically the user can save and/or email it to their appropriate campus contact within 24 hours after the accident or incident […]

Building Code Administration

One of the responsibilities of Facilities Planning and Development (FPD) is Building Code Administration.  If you build a house in Columbia or in the Boone County, then you submit plans to the respective code administrator (the Authority Having Jurisdiction) for review at either the city or the county.  They perform a review of your plans […]

Supply Chain retools Clinical Resource program to focus on Total Value

“Healthcare reform has acted as an accelerant to already intense supply chain initiatives nationwide.  As providers anticipate declining reimbursement, historical preferences for items based on good vendor relationships, physician preference or history are diminishing as decision makers are now moving their focus almost entirely on total value.”  –Mitch Wasden, CEO/COO University of Missouri Health Systems […]

The Compass Guide to HCP

The COMPASS Program continues to be a complex group of projects, but each project is a building block that gets the University closer to its goal of a standard budgeting process.  The next building block of COMPASS, and the final piece of the Hyperion application, is called Human Capital Planning, or HCP.  After implementation, HCP […]

UM System – Records Management Policy, Guidelines and Compliance

UM System – Records Management Policy, Guidelines and Compliance  1.       Follow UM Policy concerning the management of University records 2.       Records Management is a legal foundation for all UM departments 3.       The University, as any other organization or business must have a systematic way of controlling records and information  This is referred to in the […]

Top Hat Award

 Chief Procurement Officer, Tony Hall, nominated Memoree Bradley for the Top Hat Award for the 3rd Quarter of 2013.  “She is the consummate professional assistant.  She is kind but firm, organized but flexible, and knows when to deflect and when to interrupt.  She is an excellent ambassador for the Finance and Administration Division and to […]

Welcome to InFocus!

  Service is defined as a valuable action, deed, or effort performed to satisfy a need or to fulfill a demand.  Each of us performs a service as we fulfill our daily roles and responsibilities as employees of the University of Missouri System.  In Finance and Administration, our strategic plan specifically highlights our commitment to […]

Financial Year-End Closing

The University Financial Year End Closing Schedule for Fiscal Year 2013 is now available on the Controller’s web site http://www.umsystem.edu/ums/fa/controller/ under Hot Topics. This document contains valuable information regarding deadlines for Budget entries, Requisitions, Accounts Payable entries, and various other types of accounting entries that need to be submitted with a Fiscal Year 2013 date. […]