County Business Operations

Office Associate/Fiscal - Patty Corfman

(main office number): 614-688-8330, Direct Phone:614-688-5601
email: corfman.4@cfaes.osu.edu

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• 2/2/2012 - Jessica Favret has accepted another position at the University and is no longer with the Business Office. We hope to hire soon, but in the meantime have divided her work among our staff. If you need assistance email michel.5@osu.edu and she will route your question to the right person. Thanks! Cindy Buxton
• 1/23/2012 - Business Office Update for January posted
  1/19/2012- OSU Financials Access Request form has been updated to reflect correct required training courses for system access. The new Financial Systems Access Form is available on the forms page. You do not need to complete this new form for existing system acces, only new requests.
• 1/17/2012 - Questions from Annual Conference - We received quite a few question cards after our annual conference sessions. The attached document categorizes those questions and their answers in a helpful document. We'll be working to put many of these up on our FAQ page as well. We hope you find this helpful!
• 1/10/2012 - FAQ WebEx Session Recorded - If you missed today's session, you can watch and listen to the recording by clicking here. Note: this was recorded through WebEx and is played back through the WebEx player.

• 12/19/11 - Business Office Annual Conference Presentation

  eRequest tips handout from Annual Conference

  eStores and Streamlining Procurement handout from Annual Conference
• 12/9/2011 - Garage Parking Pass eRequest orders for Annual Conference URGENT:

  If you have orderd garage parking passes through eRequest for Annual Conference in the last couple of weeks and have not received them yet, please call Dontae Jones at Traffic & Parking at 614-688-5717 with your PR#. Apparenlty they switched mail servers and have not been getting the orders that we dispatch from eRequest.

• 12/2/2011 - Revised Instructions for Non-cap Assets, Revised Non-Cap Log and Signout Record Posted. We made slight adjustments to the document outlining the policy and procedure changes and FAQs. Check it out under our Policy Manual. In order to comply with the new procedures, our non-cap log has been updated. Please download the new log and transfer your existing equipment to it as soon as possible. Additionally, we have posted a template that can be used to track when equipment is checked out of the office. These would be items that can be used by anyone, but should still be tracked when leaving the office. This can be found on our Forms page. Any questions can be directed to your business office representative.

• 11/22/2011 - New System for Development and Endowment Fund Review - The University has stopped mailing out Gift Memo Support Reports. These reports were primarily used to reconcile your general ledger. The Advancement System (TAS) has been rolled out so that you can access this information electronically. You can also see more information than you did before – like what is in the 180 day hold!

• It's Training Season!

• 2/8/2011 Update - Purchasing Card, Buying 101, Travel and Local Checking Account Training has been added to our list of classes. This information has all been updated as of Dec. 2010.

  Below is a list of trainings offered from January 2011 to March 2011. To register for classes, click here and follow the instructions from RegOnline. The fee for registration is $10 regardless of the number of classes you take (meaning that taking multiple classes will cost you only $10). This fee helps cover the costs of materials and usage of the RegOnline system. You can register for all your classes at once, or add additional classes to your registration profile later.

  Class:	Target Audience	Format - Location	Date - Time
  Buying 101	All	WebEx https://osu.webex.com	3/10/11 - 1:30- 3:30 pm
  Cost Recovery	All	https://osu.webex.com Passcode for those registered: Extension2011 Training material if not received via email	2/10/2011 - 1:30 pm to 3:30 pm
  			2/18/2011 - 1:30 pm to 3:30 pm
  Grants and Contracts	All	WebEx	2/22/2011 - 1:30 pm to 3:30 pm
  			3/2/2011 - 1:30 pm to 3:30 pm
  Grantsmanship 100A Finding money and Reading a Request for Proposal	Educators, Specialists and Program Assistants	Webex: https://osu.webex.com	2/24/2011 – 9:30am – 11:30am
  Grantsmanship 100B Writing Proposals and preparing budgets	Educators, Specialists and Program Assistants	Webex: https://osu.webex.com	3/8/2011 – 9:30am – 11:30am
  Local Checking Account	All Individuals in offices that have been assigned a local checking account.	WebEx https://osu.webex.com	3/22/2011, 1:30-3:30 pm
  Purchasing and Travel Card	All individuals in offices that have been assigned a purchasing card, or individuals who have a travel card.	WebEx https://osu.webex.com	3/9/2011, 1:30-3:30 pm
  Travel	All	WebEx https://osu.webex.com	3/17/11, 1:30- 3:30 pm

  Important Update 11/4/2010 - Recently we were made aware of major changes to buying and travel policies. In order to give you the most up-to-date information, we have cancelled our Buying 101, Purchasing Card and Travel classes until the new policies have been set. Watch for additional classes to be posted in January. We appreciate your patience and understanding.

  Update: 1/24/2011 - Two new classes added Grantsmanship 100A and 100B. See below for more information.

• REGISTER FOR A CLASS

  Already registered? RSVP to the class on facebook! Facebook can be used to see who else is attending the class (and maybe help coordinate a carpool) as well as give you a chance to ask questions you'd like us to answer in the class. You can even write a review of the class afterwords and let others know how helpful the class was or how we can improve it. Check it out!

• 2/1/2011 Purchasing and Travel Card Extension Internal Control Structure and Tracking Log revised - In light of the changes to the University Purchasing and Travel Card policies, we have revised the policies for Extension as well. If you have a PCard or Travel Card, we encourage you to read through these new policies. Also, the PCard Tracking Log has been adjusted to include a section to record notes. You can find the new log under Forms > Goods and Services > Extension PCard Tracking Log..

  Extension ICS can be found under: Policies and Procedures > Extension Policy Manual > Buying Tools > Purchasing Card and Travel Card Internal Control Structure.

• 1/25/2011 - Updated list of common account numbers - We've revised the list of the account numbers that are used most frequently. You can find the list under Financial Information > Job Aids > Chartfield Job Aids.

  Revised ordering process for Extension envelopes, letterhead, etc. - check out revised prices and processes on the "Envelope Ordering Procedures" document at the bottom of this page.

• 1/10/2011 - 2011 Travel Forms have been posted under Forms > Travel. The reimbursement form in particular should be read carefully as many of the requirements have changed.

• 1/7/2011 - Bank Reconciliation Form Due this month - For those offices with local checking accounts, you must submit a bank reconciliation form by January 31st. We are requiring additional information this year, so it is very important that you use the current form and complete all highlighted fields. Specifically, you must provide one full year of bank balances on the sheet (January 2010 through December 2010). Any questions can be directed to Cindy Buxton, buxton.65@osu.edu.

• 1/3/2011 - Mileage Rate Update - As of January 1st, the mileage rate has increased to $0.51. A new mileage log has been posted for 2011 under Forms > Travel.

• 12/14/2010 Business Office Update for Annual Conference - This update includes major changes to Travel, Purchasing, Purchasing Card, 100W/eRequest, Sales Tax, and Cost Recovery policies and procedures, as well as updates on various other topics. The Business Office session at Annual Conference will be a Q & A on these topics. Feel free to review this document as well as the supplemental pages: Travel handout, Purchasing handout, Purchasing Card Policy Summaries (University) (Extension), eRequest FAQs, Sales Tax Job Aid, RegOnline Documents.