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Divide and Conquer: Cluster VS. Unit Responsibility

Divide and Conquer: Cluster VS. Unit Responsibility . Jay Delaney , Finance Manager, Institute of Technology Gayle Anderson , Grants Management Coordinator, College of Liberal Arts Zola Hoey , Finance Manager, Division of Epidemiology & Community Health

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Divide and Conquer: Cluster VS. Unit Responsibility

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  1. Divide and Conquer: Cluster VS. Unit Responsibility Jay Delaney, Finance Manager, Institute of Technology Gayle Anderson, Grants Management Coordinator, College of Liberal Arts Zola Hoey, Finance Manager, Division of Epidemiology & Community Health Dianne Sivald, Grants Manager, U of MN Extension Service 02.18.2010

  2. Dean Crouch Chief of Staff (Wolterstorff) Associate Dean for Research and Planning (Kaveh) Associate Dean for Student Services (Strykowski) Associate Dean for Academic Affairs (Gladfelter) Other Dean’s Office functions (Development, Communications) Finance Director (Pappone) Dean’s Office Accountant II/Data Analyst (Lindsay) Dean’s Office Executive Accounts Specialist (Noori) Financial Cluster Director (Delaney) Voucher Processor (Killebrew) Procurement Specialist (Jensen) Voucher Processor (Anthony) Procurement Specialist (Roy) Student Workers (2) Procurement Specialist (Haverkost) Institute of Technology – Dean’s Office Organizational Chart

  3. Institute of Technology – Dean’s Office Organizational Chart

  4. CLA Dean Associate Dean for Research Chief Financial Officer Grants Support Team Fiscal & Technical Cluster Director Oversees 4 Financial Service Teams East Bank Team l e.g. Psychology, Speech-Language-Hearing, Cognitive Science (Behavioral Science Administration and others) East Bank Team II e.g. Languages, English, Literature, writing (Humanities) West Bank Team I e.g. Geography, Sociology, Anthropology, History (Social Sciences) West Bank Team II e.g. School of Music, Theatre, Art, Dance (Arts)

  5. Pre-Award

  6. Post-Award

  7. Benefits and Challenges Sponsored Financial Management Improvements • Better monitoring of sponsored projects • Consistent communication with PI’s • Expertise and improved competencies. • Back-up/Cross Training Challenges • Coping with Communications - physical location – Drawback • Improve reporting, regular, meaningful communication with PI’s • On going Training, Staff Changes

  8. ORGANIZATIONAL CHART University of Minnesota SCHOOL OF PUBLIC HEALTH ACADEMIC HEALTH CENTER OFFICE OF THE DEAN STUDENT LIFE AND LEADERSHIP ACADEMIC AFFAIRS AND RESEARCH FINANCE AND ADMINISTRATION EDUCATION EDUCATION OPERATIONS Procurement Cluster 013 ADVANCEMENT SERVICES EXTERNAL AFFAIRS DEVELOPMENT ALUMNI RELATIONS & EVENTS MANAGEMENT RECRUITMENT School Divisions BIOSTATISTICS ENVIRONMENTAL HEALTH SCIENCES EPIDEMIOLOGY AND COMMUNITY HEALTH HEALTH POLICY AND MANAGEMENT Service Team 1 (includes SPH Administration) Service Team 2 Service Team 3

  9. Cluster Activities Division/Unit University • Maintain customer relationships • Initiate requisitions • Travel & Expenses • Asset & line-item budgeting • Proposal prep (EGMS) • Pcard • Approvals • Financial Reporting • AR Services • Purchasing Services • Disbursement Services • Accounting Services • SPA (Sponsored Projects Administration) • SFR (Sponsored Financial Reporting • Procurement Cluster: • Accountable to both local & centralized units • A/R Bill Processing • Purchasing Oversight • Vendor Payment Processing • Journal Entry Processing • Procurement Oversight Function Decentralized Integrated Services Continuum Centralized

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