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Important Updates to Honorarium Payments

March 6, 2023
Effective March 20, honorariums paid to individuals will be limited to $2,500 per calendar year. Payment requests that exceed $2,500 will be submitted automatically to Procurement to be processed as a Service Agreement. To ensure compliance to UC Policy D-371-35 , honorarium requests will...

T&E Card Notification Error

March 1, 2023
Campus colleagues, Because of a technical error by the Concur expense management platform, users, delegates and HR Unit approvers who are not Procurement Card holders received multiple email notifications today citing non-compliance with P-Card policies. Rather than notifying only valid P-Card...

P-Card Notifications Start March 1

February 27, 2023
Campus colleagues, This week, the Division of Finance and Administration will begin notifying Procurement Card holders who have unreconciled transactions that they are approaching or in violation of the campus P-Card policy. If you are a cardholder and have transactions more than 10 business...

Financial Transparency Town Hall Set for March 9

February 22, 2023
The campus community is invited to the next Financial Transparency Town Hall, scheduled for 11 a.m.-noon Thursday, March 9 via Zoom. The event will focus on UC Merced's financial outlook and the university's budget call process for Fiscal Year 2023-24. The presenters will be ...

Internal Search for Interim Director of SBS and Campus Cashiering

February 17, 2023
Greetings, colleagues,   The Division of Finance and Administration is holding an internal search for the position of Interim Director of Student Billing Services and Campus Cashiering (job overview attached). We are seeking nominations from within the Division of Finance and Administration....

Feedback Sought for Update of DFA and CBS2 ServiceNow

January 30, 2023
The Division of Finance and Administration is converting the DFA and CBS2 service catalogs – commonly known as ServiceNow – into a service portal with a responsive search feature that streamlines the process of identifying the correct ticket for your requests (the experience will be...

Director of Administrative Budget and Policy Appointed

January 5, 2023
Colleagues, I am happy to announce the appointment of Lucero Mascorro as Director of Administrative Budget and Policy in the Office of Financial Planning & Analysis . Lucero joined UC Merced in November 2018 as a financial analyst for Student Affairs and has played key roles in...

Year-End Message from Interim VC/CFO Schnier

December 7, 2022
DFA colleagues, As we wind down fall semester and move toward a well-earned holiday break, I wanted to thank you for the incredible work you do in support of this dynamic institution. UC Merced is a campus unlike any in the UC system – or in higher education, for that matter – and...

November 2022 DFA Open House Recap

December 5, 2022
More than 80 Division colleagues gathered virtually on Monday, Nov. 21, for a DFA Open House. New DFA staff were welcomed and new AVC/Chief Procurement Officer Meagan Torres was congratulated. There also was an extensive discussion about DFA's hybrid work plan and some of the issues we are...

Oracle Knowledge Tool Adds Accounting, Project Administration

December 5, 2022
Guided Learning features that support accounting tasks have been added to the Oracle financial management system. The guides provide assistance in areas such as invoicing, receivables, fixed assets and project administration. Guided Learning is a knowledge tool that lives in the Oracle...

Research Newsletter Updates 10/28 & 11/4

November 4, 2022
Updates from interim Vice Chancellor and CFO Kurt Schnier: Nov. 4 update: Our team has started a Requisition Workflow Optimization project to improve the processes associated with financial transactions. We will soon discuss this effort with the Oracle Advisory Committee to determine the best...

Reminders for Prior and Current Fiscal Years

November 3, 2022
Campus colleagues, Please review this important information about financial activities in the prior and current fiscal years. I encourage you to share this with your direct reports or those who might not have ready access to email. Financial Report Review The 2021-22 Fiscal Year and...

Research Newsletter Report 10/14/22

October 14, 2022
Report by interim Vice Chancellor and Chief Financial Officer Kurt Schnier: Thank you to everyone who joined the Oracle Town Hall on Monday, Oct. 10. For those who were unable to attend but would like to see the presentation and discussion we have posted the slides and video . We also greatly...

Research Newsletter Report 10/7/22

October 14, 2022
Report by interim Vice Chancellor and Chief Financial Officer Kurt Schnier: Our DFA teams have been working very closely with your research administrators (RAs) to assist you and your RAs with the management of your contracts and grants. To improve efficiency in the management of your funds, we...

Research Newsletter Report 9/30/22

September 30, 2022
A report by interim Vice Chancellor and Chief Information Officer to the Research Newsletter: This week, we completed the last step of our fiscal close process by completing the year-end process and rolling forward the budgets for FY23. With all the steps now complete, we are moving forward with...

Research Newsletter Report 9/16/22

September 16, 2022
A report for the Research Newsletter from interim Vice Chancellor and Chief Financial Officer Kurt Schnier: This week our accounting team completed our campus’s fiscal close and we have submitted our financials to UCOP. I commend the team for their efforts and appreciate the many late...

Research Newsletter Report 9/9/22

September 9, 2022
A report for the Research Newsletter from interim Vice Chancellor and Chief Financial Officer Kurt Schnier: This week our team has been focused on completing the fiscal close process, which ends today. Given that this effort has overlapped with the Oracle Data Integrity Project efforts, many of...

New Directors in Business and Financial Services

September 8, 2022
An announcement from Associate Vice Chancellor and Controller Amanda Preston-Nelson: We are happy to announce the appointment of two directors in the Division of Finance and Administration’s Business and Financial Services. Christie Harvey, who has held several key roles at UC Merced...

Research Newsletter Report 8/26/22

August 26, 2022
A message from Kurt Schnier, interim Vice Chancellor and Chief Financial Officer: Our team continues to focus on our fiscal close efforts.  This remains their central focus and will be so until we submit our final documents to the Office of the President on September 9th. The fiscal close...

Oracle Data Integrity Project Update 8/26/22

August 26, 2022
The finance team in Business and Financial Services has cleaned up much of the incorrect or incomplete data from Fiscal Year 2021-22. This will significantly increase consistency between the project sub-ledger, where contracts and grants are maintained, and the general ledger. The Division of...

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