Each school/unit will designate one individual to act as the administrator for the MBU and collect, review, and submit the Template. Requests should be submitted once per week for the MBU. The MBU FDM Administrator should work with their school/unit to consolidate efforts and ensure requests align with your unit’s philosophy for the FDM (Financial Data Model).(Edited June 11, 2024)
Resources
Use this form to request a change for a medical center passthrough request. FDM Requests
Challenging the status quo is a critical component of continuous improvement. It starts with recognizing that the way something has “always be done” may not be the best approach for the future, even if it made perfect sense for “x” years.
Here are three ways to challenge the status quo:
- Invite different perspectives – ask others what they think
- Ask more questions – try using “what if?” in your next meeting
- Be ready to help the change – be open-minded to ideas
A continuous improvement mindset truly transforms a culture when it is embraced in a day-to-day basis. It requires intentional reflection and a willingness to adjust based on new information.
To achieve transformation, our future-state processes need to move beyond “lift and shift,” where we merely improve the automation of a transaction. As you’re examining processes, think about the future-state considerations below:
Navigating change, no matter how worthwhile it is, always includes some discomfort. In the current state of things, we have a measure of certainty. We know what to expect; we understand the steps in our processes, even if they aren’t the most effective.
When a triggering event occurs (not necessarily THE change itself, but something that indicates change is coming) it drops us into a period that feels chaotic. Unexpected and expected triggers both have this effect. Well-planned
How to use Kanban boards with your Team
Sample Interview questions to assess the interviewee's continuous improvement mindset
Encouraging a CI Mindset in Your Team
Change Feedback & Follow Up Form
Expendable Fund Balance
What is Expendable Fund Balance?
- Your cumulative net fund balance available for spending
- Includes operating surplus/deficit and any carryforward
- Balance excludes non-expendable funds
How is Expendable Fund Balance Different from Oracle Cash Balance?
| Oracle Cash Balance | Workday Expendable Fund Balance |
|---|
Please use the Petty Account Request form attached and email to [email protected] with signatures
The current F&A rate agreement has been extended through FY2029 and the attached is the latest Rate Agreement Letter.
UVA Rate Agreement_0.pdf156.15 KB
This document reviews the procedure for Requesting Changes to Capital Equipment.
Procedure for Requesting Changes to Capital Equipment
Coordinating Cost Centers (CCCs) are required to complete the appropriate request form when capital equipment assets change ownership or location. UVA assets have a barcoded tag with the University of Virginia logo and a numeric or alphanumeric asset number. Assets may also have a sponsor tag and white property sticker.
Receipt file types accepted on expense reports
Most likely these are related to a taxable gift. To verify, you can run the Details for Account Certification report for the impacted worktags and find transactions that originally posted to Spend Category: Employee Recognition Awards Cash & Non Cash taxable (SC0564). These amounts are often related to gift cards that are taxable to employees and therefore, the expenses are assessed the wage fringe rate. This does not occur until month-end close, which is why you’re seeing it now on your Account Certification.