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-News Archive-

Please click on the months below for archived news stories.
 
October 2016

Please join us in welcoming our new staff!

 

 

 

 



Ana Flores
became a member of Procurement Management in August as a Payable Specialist I. Ana worked at Texas A&M Central Texas as an Accounts Payable Associate. Ana will be supporting the Vendor Management team.

Briana (Bri) Powell joined Procurement Management in August as a Payable Specialist II. Briana recently worked at Angelo State University in San Angelo, Texas. There she was an admissions recruiter where she traveled mainly to the Austin and Houston areas working with high school counselors and students. Now she will be supporting the Travel and One Card team, specifically with the review and payment of travel expense reimbursements.

April Stout began working in Procurement Management in late September as a Payable Specialist I. She will be managing their Accounts Payable for accounts S-Z and numbers. She came from a local, family-owned Pest Control company where she handled their Account Receivables and Customer Service. 

Carol (Chao) Yan joined Accounting and Financial Reporting in September as a Financial Accountant. She previously worked in Accounting and Financial Reporting as a student worker during her study at UTD. In her new role, Carol will be supporting the sponsored projects team, focusing on the billing, financial reports and close-out related to research sponsored grant awards.

Updated 10/10/2016
Sept 2016

Employee and Team of the Quarter

Each quarter, the Office of Budget and Finance recognizes an employee and a team for their outstanding performance, dedication, and positive contribution to our departments. Please join us in congratulating our fourth quarter winners!

Employee of the Quarter: Stacy Bailey, Payable Specialist I in Procurement Management

Stacy’s colleagues are quick to recognize "her accuracy, quality and quantity, not to mention her professionalism is something we all should strive to model ourselves after. She has become a whiz at figuring out the little nuances of SciQuest and is willing to share her finds with the rest of us! Her willingness to train and help others as well, says a lot about Stacy's character.” Congratulations Stacy!

Team of the Quarter: Callie Speaks, Cassandra Hennigan-Williams, Briana Powell, Eve Lopez

This quarter’s team is recognized for "quickly coming together as a unified team, providing important support to the University by keeping the travel expense reports current. The goal has been to complete travel expense reports within two weeks of receiving it. In fact, they were caught up a couple weeks earlier. They have managed all aspects of the expense report process including the audits and follow-up information needed by the administrators. I hear many compliments by staff and faculty alike." Congratulations Travel and One Card Team!

Procurement Roundtable - Fall Schedule

The Procurement Roundtable is an opportunity to speak directly with Procurement Management about changes, upcoming improvements, and for participants to bring ideas or issues to the forefront.
(Seating is limited)

01-Nov-16 1-2:30 pm  JSOM 1.502
02-Nov-16 10:30-12 pm JSOM 1.502
09-Nov-16 9:30-11am  ATEC 1.201
22-Nov-16 1-2:30 pmĀ  AD Lone Star 3.104

Register via Email with Casey ([email protected])

Updated 9/14/2016

National Payroll Week

Payroll and Data Management will celebrate National Payroll Week with an open house at its office (AD 2.224) from 2 to 4 p.m. on Friday, Sept. 9.

Payroll staff will be on hand to answer questions regarding your paycheck and other payroll-related issues. Even if you don’t have any questions, please stop by to meet the payroll team.

Updated 9/2/2016

Letters of Representation Training

The Office of Budget and Finance will be hosting a number of training sessions to assist cost center owners and administrative support with the annual certification process. These sessions will focus on the basics of how to use the Letters of Representation pages in PeopleSoft. Available dates are as follows:

  • Dates have passed

Register for your session of choice here. Please note that all Letters of Representation are due on September 30th. If you have questions, please contact Jennifer Mayes at 972-883-4788 or [email protected].

Updated 9/28/2016

Year End Resources

It’s that time of year again! Please join us for our FY2016 Year End Coordination meeting (Wednesday, July 13th at 10AM in HH 2.402) to learn more about the year end process and deadlines.

Can’t make it? Don’t fret! Find out more information by reviewing the presentation here.

Need a handy version of the Year End timeline? Print or save a PDF version.

You can find a list of contacts at the end of both the presentation and the timeline. Please do not hesitate to contact us with any questions!

 
August 2016

Mileage Reimbursement Rate Changing September 1, 2016

Effective September 1, 2016, Procurement Management will begin reimburse mileage at a rate of $0.54 per mile, per the State of Texas guidelines. This mileage rate is usually adjusted each January. Mileage reimbursement should be based on the shortest route between the origin and destination points, and the traveler should provide documentation from an online tool such as Google Maps.

Please note that all trips prior to September 1, 2016, will be reimbursed at the previous rate of $0.50 per mile. If you have questions, please contact [email protected] or 972-883-2300.

Updated 8/15/2016

Use eProcurement Catalogs to Save Your Money!

Did you know that making your purchase through an eProcurement catalog saves you money on both sales tax and shipping costs? eProcurement offers a number of different vendors that utilize contracted university pricing and other benefits that lower the overall procurement cost. Other purchasing methods may not offer the same benefits, so make sure you take a look in eProcurement before using your One Card!

Do you have questions about making a purchase through eProcurement? Our Purchasing team is happy to help! Contact us at [email protected] or 972-883-2300.

Updated 8/15/2016

Information Security Educates Campus About Email Scams

Representatives from our Information Security Office recently met with a student reporter to discuss the recent uptick in phishing scams targeting UT Dallas students. While many of these phishing emails contain UTD information or logos, they redirect you to malicious websites that steal your confidential information. The ISO plans to increase their outreach efforts to further educate students on internet safety. Read more about it on The Mercury website!

Updated 8/4/2016

Employee and Team of the Quarter

Each quarter, the Office of Budget and Finance recognizes an employee and a team for their outstanding performance, dedication, and positive contribution to our departments. Please join us in congratulating our third quarter winners!

Employee of the Quarter: Lori Jacobsen, Administrative Services Officer I in Student Financial Services

Lori’s colleagues are quick to recognize her helpful nature and commitment to the Student Financial Services office. Whether Lori is going out of her way to walk a new employee to HR or coordinating the Volunteer Income Tax Assistance Program, her nominators admire her knowledge of UT Dallas and her ability to anticipate the needs of others in the office. Lori “devotes so much of her time to make sure that those who work in our office are well taken care of, she is on top of every detail, and provides a superior level of customer service to our team.” Congratulations Lori!

Team of the Quarter: Jessie Dantzler, Rangon Bhattarai, Kelly Linder, Rohan Nilekani, Amber Gray, Jay Manikandan

This quarter’s team is recognized for their contribution to the successful completion of the summer payroll process. According to their nominator, the team quickly learned and documented all phases of the cross-departmental procedure, ensuring effective management and execution. Their focus on excellent customer service and effective collaboration was paramount to their success, and was recognized and appreciated by their colleagues. Congratulations!

If you would like to view previous winners, please visit the Awards Page.

Updated 8/11/2016

New Software for One Card Audits

Procurement is using a new software to help with transactional audits. You may receive an email from [email protected], which will contain clearly stated instructions on how to proceed. It is important to respond in a timely manner! If you have any questions, please contact the One Card team at [email protected]

Updated 6/17/2016

Conference Management Services Offered by UT Dallas Travel Agent

The UT System Supply Chain Alliance, in partnership with the UT System Travel Council, has expanded the Travel Agency Services contract to now include Conference Management services provided by Corporate Travel Planners (CTP).

What does this mean for you? You will no longer have to spend hours negotiating and finalizing deals with hotels or meeting spaces! CTP will be able to assist you with scheduling, contracting, and event management services for off-site conferences of all types and sizes (for free!).

Stay tuned for more information! In the meantime, please contact Procurement Management with questions.

[email protected]
972-883-2300

 
July 2016

Please join us in welcoming our new staff!

Karyn Horlacher came onboard in June as a new Administrative Services Officer supporting Financial Management Services and Accounting and Financial Reporting. Karyn comes to us from Pappas Restaurants, where she was an Office Administrator. In her new role, Karyn will be providing general office management, coordinating meetings, arranging travel, and assisting with reporting and data entry.

Evalisa (Eve) Lopez joined Procurement Management in July as a new Payables Specialist. Eve previously worked at McLennan Community College in Waco, Texas, where she was the Senior Card Specialist for Access Control in the ID card office. She was also the liaison between the college and vending and dining services. In her new role, Eve will be supporting the One Card and Travel team, focusing on the audit and payment of travel expense reimbursements.

Updated 7/26/2016

 

June 2016

Join us at our Professional Development Summer Workshop!

The Office of Budget & Finance is pleased to host our second Professional Development Summer Workshop, which provides our staff and campus customers the opportunity to hear from content experts in our departments speak on a variety of topics. The workshop is set up conference-style in a two-day format, with four sessions each day. You can view a PDF version of the schedule here.

Update
: All sessions are full and registration is now closed for the workshop.

If you have any questions, please feel free to contact [email protected]. We look forward to seeing you in July!

Please join us in welcoming our new staff for June!

Callie Speaks is our new Travel and One Card Coordinator in Procurement Management. Callie comes to us from Texas A&M University in College Station, where she was a Business Coordinator in their Mechanical Engineering department. In her new role, Callie will be responsible for One Card audits throughout the year.

Financial Management Services has welcomed two new employees. Deborah Chadwick is our new Assistant Treasury Manager, and previously worked as a Treasury Manager at USMD Health Systems. In her new role, she will provide management of daily cash flow activity, and monitor investment accounts, credit card activity, and cash handling compliance.

Our other new FMS employee, Jazzmyn Wilson, is our new System Administration Specialist. Jazzmyn previously worked as an Administrative Assistant in the Electrical Engineering department. In her new role, she is responsible for maintaining Chartfield values, closing and inactivating cost centers, assigning and maintaining Chartfield Security, and troubleshooting errors related to workflow or invalid speedchart keys.

Our Information Security Office recently welcomed Renee Stone in April as its new Administrative Assistant. Formerly an Investigative Specialist with the UTD Police Department, Renee brings years of experience in office management and law enforcement to her new role. Renee will focus on supporting Information Security’s daily operations, and she has a passion for educating campus stakeholders to be aware of risks and take the proper steps to prevent theft.

Contract Administration Office

Pete Bond will be assuming responsibility for our Contract Administration office, and while he will still be involved with some large scale procurements, his main focus will be on contract negotiation, management of the Contract office, and our policy development process.

 

May 2016

Save the Date: Summer Professional Development Workshop July 11-12

The Office of Budget and Finance will be hosting its third Professional Development Workshop on July 11th and 12th, and all campus staff are invited to register for this summer’s sessions! The workshop is held in an interactive, conference-style format, with four sessions per day. Topics cover a range of information about our departments, as well as skill development beneficial to all attendees. Specifically, you can expect to learn about our Treasury, Information Security, and Bursar functions, and to participate in sessions about continuous improvement, negotiation techniques, professional networking, and more!

More information and the opportunity to register will be released in the upcoming weeks. Space per session is limited based on available seating.

Questions? Contact [email protected]

 

April 2016

Welcome to our new page!

The Office of Budget and Finance is pleased to rollout our News and Highlights webpage, which will be used to update the campus with important or useful information. We have integrated a few new features we hope will be beneficial to our campus customers. Among these updates are:

  1. A new Twitter feed which will be used for quick updates and announcements. You can follow us on Twitter @UTD_OBF, or simply keep updated via our embedded feed on the left side of the page.

  2. A consolidated calendar of deadlines for multiple departments. You no longer have to click through to each department to view separate calendars!

  3. A newsletter-style, one-stop-shop for all Office of Budget and Finance news and announcements. This news page will be updated with information about important changes in procedures, new staff, and other exciting happenings. Stories will be archived for your future reference.