Managerial Reporting Initiative
Table of Contents
Implementation Status
(Refer to the
Final Project Report to see a more detailed description of the recommendations.)
- 09/19/03 - Quarterly management reports for the 4th quarter of FY2003 were presented to the Board. The reports monitor the financial activity of current unrestricted and auxiliary
enterprise funds.
- 07/17/03 - Quarterly management reports for the 3rd quarter of FY2003 were presented to the Board. The reports monitor the financial activity of current
unrestricted and auxiliary enterprise funds.
- 04/18/03 - Quarterly management reports for the 2nd quarter of FY2003 were presented to the Board. The reports monitor the financial
activity of current unrestricted and auxiliary enterprise funds.
- 03/04/03 - Presentation regarding status of managerial reporting will be made at the March 4 Budget/Business Officer
meeting.
- 02/24/03 - Completed drafts of managerial reports for December 31, 2002, were sent to University Budget and Business Officers for their review, with a requested 03/21/03
return date to the Controller's Division.
- January and February 2003 - Meetings were held in January and February 2003 with budget and business officers at each OUS university to
help finalize the content and format of the sample management reports.
- 12/18/02 - An update of the Managerial Reporting project was provided by the Controller at the Joint Meeting of
the Directors of Business Affairs and the Business Officers. A more detailed update will be sent out via e-mail along with sample report formats. The plan is to present the first set of quarterly
managerial reports in these new formats to the Board at their April 2003 meeting, based on December 31, 2002 data. In order to accomplish this goal, Chancellor's Office staff will be scheduling
meetings to be held at each campus with the Budget Officer and the Director of Business Affairs between mid-January and mid-February. The topic of the meetings will be to discuss the preparation of
the quarterly reports to ensure consistency in preparation (e.g., where the data comes from) within OUS.The Chancellor's Office will provide additional information to the Budget Officer and the
Director of Business Affairs prior to these meetings.
- 10/3/02 - A meeting was held with key Chancellor's Office staff to initially identify the source of data for the high level
reports that were developed by the Core Design Team. Controller's Division will work with Institutional Research to develop an automated process for generating these reports.
- 5/9/02 - A brief project update was given at the joint meeting of the Directors of Business Affairs and the Budget Officers. The next steps were identified as distributing the mock
reports to a broader audience and discussing with the Board what information they want to receive. It was announced that the timeline for proceeding was not known, given the current focus on GASB and
the new Chancellor starting soon.
- 4/11/02 - Revised draft high level reports were distributed to the Core Design Team for further review and feedback.
- 4/4/02 - The following institutional Implementation Team leadership has been identified: EOU Rick Poese OIT Jeannie Steckley OSU Beth Barker PSU Jay Kenton SOU Mike Mallery UO
Sherri McDowell WOU Sherry Perry CO Donna Niegel
- 4/2-4/02 - The Core Design Team met with Project Consultant to review, discuss, and modify the high level report formats.
- 3/22/02 - Andersen Consulting sent a preliminary set of reports for review by the Core Design Team, for review during the week of March 25-29, 2002.
- 3/21/02 - A
Managerial Reporting Implementation web site was activated for communication of information.
- 3/18/02 - The Core Design Team met with the Project Management Team and prioritized the
reports to be developed during Phase 1.
- 3/15/02 - A short-term, limited-scope contract (3 weeks) was finalized with Andersen Consulting to assist with the "report component" of Phase 1. Tim Walsh, Manager with
Andersen, will be working with the Core Design Team to develop preliminary high-priority reports.
- 3/14/02 - Membership of the Core Design Team was established and includes
representatives from large and regional campuses (Frances Dyke - UO, Jay Kenton - PSU, Lee Lindsey - EOU, Mike Mallery - SOU, Nick Miller - CO, Loren Stubbert - CO).
- 3/1/02 -
Membership of the Project Management Team was established within the Chancellor's Office (Mike Green, Mike McCall, Gary Rogers, and Jackie Thorsness).
- 2/19/02 - The Controller
distributed the draft Implementation Plan to Budget Officers and Directors of Business Affairs via e-mail, asking for their feedback by 2/22/02.
- 2/14/02 - The Controller presented a
draft Implementation Plan to the Administrative Council. He reported that he will also distribute a copy to Budget Officers and Directors of Business Affairs for their feedback.
- 1/24/02 - The Controller reported to the FAF Steering Committee that within the few weeks the Controller's Division will begin developing an implementation plan for managerial
reporting. It is anticipated that this plan will be presented to Administrative Council in February, 2002, and will include a significant role for those individuals designated by campus Presidents as
managerial reporting liaisons (the only group formed as a part of this project that will continue to function).
Documents:
- 02/24/03 - Transmittal of completed management reports to university budget and business officers. See http://www.ous.edu/cont-div/mr/mr_req_for_rev.pdf .
- January & February, 2003 - Results of meetings for finalizing content and format of following reports:
- MR-1: Preliminary Estimates of Revenues and Expense
- MR-2-3: Comparison of Projected Revenues and Expenses to Annual Operating Budget
- MR-4: Comparison of Actual Revenues and Expenses to Prior Year
- MR-7: Cash Report
- See http://www.ous.edu/cont-div/mr/mr_sample_repts.pdf .
- 12/19/02 - December 2002 Update (this includes a description of Board level reports) and sample report formats for the five reports:
- 2/14/02 - Draft implementation plan and graphic of
organization presented to Administrative Council (and distributed to Budget Officers and Directors of Business Affairs via e-mail on 2/19/02)
Contacts / Project Participant Rosters
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