Finance and Services

1. Finance and Services 2008/09 Year End Results

2. Thank you Finance and Services staff “Tonight, when you lay your head on your pillow, forget how far you still have to go. Look instead at how far you’ve already come.” Bob Moawad

4. Human Resources • Converted Trust employees to University employees effective January 1, 2009. This included 111 MaPS and 1,987 AUPE employees. Transition work included: • Over 1,000 letters/offers produced. • Negotiation of a new Letter of Understanding for former Trust employees with AUPE. • Completion of the payroll requirements for the conversion.

5. Human Resources (continued) • Delivered trust training sessions and follow up personalized support sessions. • Hosted 20 benefit enrollment sessions to explain their new benefit plans as employees of the U of C. • Analyzed over 1,600 job profiles. • Initiated a new monthly payroll reconciliation. • Established an improved Academic Staff Relations web presence to better serve deans, faculty, and administrators. • Created a Sessional online hiring tool.

6. Human Resources (continued) • Automated the interface between the U of C and the Public Service Pension Plan. • Completed the roll out of the MaPS compensation implementation. • Launched an improved new Staff Orientation program. • Developed a new interactive online hiring managers’ toolkit. • Redesigned a staff leadership training series.

8. “I wanted to thank you for your work with Fine Arts and Drama in particular, to find a solution to meet their unique financial needs. A creative and flexible solution, using cash advances on the AMEX and other components, has been implemented and is working well. Thanks very much for your patience and creativity finding this solution.”

9. Financial Services • Produced the consolidated financial statements and a draft MD&A by May 15, 2009 – significantly earlier than previous years. • New followup and collection procedures for delinquent A/R balances has resulted in an overall reduction in delinquent A/R balances of 53%. • Improved the process for processing tuition remission, greatly reducing the number of client inquiries and complaints.

10. Financial Services (continued) • Rolled out the Variance/Forecast Model, which enabled the process of projecting year-end position to be streamlined . • Documented and analyzed thirteen Supply Chain Management processes and nine Human Resources and Payroll processes. • Implemented a new “Direct Connect” online purchasing tools for Grand & Toy, Sigma Aldrich and Acklands Grainger. • Significantly improved year-end A/P processes.

12. “…I was truly astounded at how fast and efficient the IT Support was dealing with some issues related to my courses. I have worked with a number of private and public IT groups and have never seen such fast and effective turn-around. Three cheers for you folks!”

13. Information Technology • Increased AirUC coverage by expanding access points within buildings, outdoors, into campus tunnels and to other University campuses around the world. • Provided the U of C campus with wireless service, as well as Eduroam, a service that allows users at educational institutions wireless network access while traveling abroad. • Retired the U of C mainframe after 35 years of service. The mainframe ran all administrative systems prior to the introduction of PeopleSoft.

14. Information Technologies (continued) • Introduced the Student Dashboard which allows administrators to determine on a daily basis how many students in each academic program have applied to the University. The Dashboard also provides information on enrollment, trending, and comparisons to previous years. • Introduced “Direct Connect” to enhance the ordering process of products. This allows requestors to purchase products from a dedicated supplier catalog via the website and orders are automatically placed into the U of C procurement systems.

15. Information Technologies (continued) • Project IMAGinE, a partnership between the U of C and Xerox, provides solutions including: printing, design and communications, copy and scanning, print and fax technology, and document management. This key initiative was presented with the CAUBO 2009 Quality and Productivity Award, Western Region.

16. “This concerns getting an undergrad, who was wait-listed for a course I am teaching, registered in the corresponding Blackboard course. The Help Desk person and supervisor couldn’t have been more pleasant or helpful. Bravo!”

17. “I asked a question that they didn’t know the answer to, however, they quickly got the answer and replied to me. This was very much appreciated!” “IT Support Centre never lets anyone down. It is the best run department on the UofC Campus!”

19. Risk Management, Safety & Security • Environmental Health & Safety: • Launched ‘Working Alone’, a safety check-in program • Implemented an online incident and accident reporting system • Launched the online “Chematix” program and completed chemical inventory, providing detailed information in the event of emergency response.

20. Risk Management, Safety & Security (continued) • Campus Security: • 52 new Automated External Defibrillators were installed in publicly accessible cabinets in buildings and common areas across campus. These machines are equipped with an automated voice that directs the user in clear, easy to understand terms.

21. Risk Management, Safety & Security (continued) • Risk Management and Insurance: • Completed a draft Enterprise Risk Management Framework • RFP process for broker was completed • Full gap analysis of the insurance program will be completed and presented to the Audit Committee in the Fall 2009. This will include a plan identifying uninsurable gaps with appropriate mitigation strategies

22. “When you get right down to the root of the meaning of the word “succeed”, you find it simply means to follow through” F. W. Nichol

23. “Thank you for your commitment, for your success, and for your hard work.You’re some of the nicest people I have ever met.” Gail Stephens