Effective Audit Tips for Successful Meetings
Discover valuable tips for conducting productive audit meetings, including clear documentation, itemized allocations, and timely reviews. Ensure easy retrieval and storage of information while navigating through procurement procedures. Learn about exemptions, sponsor waivers, and working with sponsors to streamline purchasing processes.
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Presentation Transcript
AUDIT TIPS DGA Meeting December 11, 2018
ITEMClear of what was purchased, quantity, etc. AMOUNTItemized Clear allocations & notes if split APPROVALDocument description amounts for the purchase includes approval or request for purchase DOCUMENTATION
SPS Unit Pulls & Returns SPS Auditors Select Review & Request Review & Submit TIMELINES
Easy to identify Easy to retrieve Complete packet of information Accessible by many in your office STORAGE
Thank you! Thank you!
BANNER 9 An Update on the Upgrade
Banner 9 Banner 8 Grant screens migrating to Banner 9 soon Some screens still in testing, use in Banner 8 Banner 8 access ends 12/31/2018
START USING BANNER 9 TODAY! New export function is awesome! News and information available at service.uoregon.edu
UNIFORM GUIDANCE PROCUREMENT Update & Helpful Hints
Available from only one supplier (e.g. art, real estate) Emergency (e.g. natural disaster) Waiver from competitive procurement from sponsor Limited responses during competitive procurement action EXEMPTIONS UNDER UG
Most direct route to purchase Must work ahead with SPS & the sponsor Some sponsors not responsive WHAT WE VE LEARNED ABOUT SPONSOR WAIVERS
Review sponsor guidance for additional assistance Work with SPS to submit waiver request, we have specific language Work with PCS on options; keep in mind that bidding may be fine SPS RECOMMENDATIONS
