Updates regarding next steps in budget reduction planning for the coming fiscal year from Executive Vice Chancellor & Provost Betsy Dumont and Vice Chancellor for Planning and Budget & Chief Financial Officer Kurt schnier.
As we approach the March 21 go-live date, note the following training updates and advisories.
This Week: Various Trainings Sessions
Invitations have been sent out for the following training sessions:
UCM Plan Enhancement Supplemental Training
Mon Mar 3...
As we approach the March 21 go-live date, note the following training updates and date advisories.
Training Updates
In preparation for next week’s sessions, the UCM Plan SmartView Training recording is now available in the UC Learning Center (click HERE). We encourage you to review the...
With UAT testing successfully completed, we’re excited to share key updates on the UCM Plan Enhancement project, including new training opportunities and upcoming system changes as we approach the March 21 go-live.
Training Updates
March Training Sessions: Additional Zoom-based training...
As a follow up to the Dec 19 message regarding UCM Plan Enhancement Project: Latest Developments, note the following updates and changes that will impact various administrative staff as part of the UCM Plan Enhancement Project:
Test Environment Access: Reviewed with department financial...
As a follow up to the Dec 19 message regarding UCM Plan Enhancement Project: Latest Developments, note the following updates and changes that will impact Research Administrators (RAs) as part of the UCM Plan Enhancement Project:
SmartView Task-Level Data Removal: Task-level data reporting...
Effective February 1, 2025, all requisitions for design and construction duly executed agreements—regardless of dollar value—will be submitted by Planning, Design & Construction Management (PDCM).
In preparation for the close of the fiscal year ending June 30, 2025, UC Merced Financial & Accounting Services has established the following deadlines to ensure timely review and submission of items and processes critical to closing the fiscal year.
The UCM Plan Enhancement project team is making significant strides in improving data management, reporting capabilities, and system efficiency. Below are key updates as the project progresses:
Project Rollout Timeline:
The UCM Plan enhancements will go live in late March 2025.
Training...
Do you have employees that are ending employment at the end of the Fall semester? If so, please review the helpful Payroll job aid on Understanding the Separation Process.
Looking for a new electronic device for yourself or someone special* for the holidays? Dell has made it easier for faculty and staff to access Dell member discounts.
The Supply Chain Center of Excellence team is excited to announce the return of the UC Merced Supplier Showcase on Tuesday, Dec. 10 from 10 a.m. – 2 p.m. at the Lakireddy Grand Ballroom.
Campus message from Vice Chancellor for Planning & Budget and Chief Financial Officer Kurt Schnier and Executive Vice Chancellor and Provost Betsy Dumont regarding potential adjustments in the state budget and other financial pressures that will directly affect our campus over the...
To enhance and increase budget management as well as timely and accurate reporting of the financials, effective January 1, 2025, a number of requirements must be met to receive central campus funding and FP&A eDoc signature (for budget line signature).
[Recording and slide deck of the 10/23/24 Financial Transparency Town Hall is available HERE (SSO required)].
The campus community is invited to the next Financial Transparency Town Hall, scheduled for 10 - 11 a.m. on Wednesday, Oct. 23 via Zoom.
Please join us for a...
The UC Merced Office of the Controller is issuing the following guidance related to recording financial transactions using Function 76, Function 80, and Agency Funds in the Oracle Financial System.
The UC Office of the President has clarified the use of Function 76, Function 80, and Agency Funds...
If there’s a phrase many of us dread, it’s “Please provide your COA.” A COA (or Chart of Accounts string) is that alphanumeric mashup required for university purchasing, but not easy to remember.
The Financial Management & Reporting Task Force has developed a...
Various Division of Finance and Administration departments are actively working on exciting enhancements to the university's planning and budgeting module (UCM Plan). Necessary enhancements were determined based on valuable feedback provided by campus partners. This includes the ability...
