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Financial Area Representatives (FAR) Meeting

FAR meetings provide a forum for UTSA's financial area representatives to disseminate financial-related information, review policy and procedure updates, share best practices and discuss areas where Financial Affairs' staff can improve its service and simplify business processes.

For more information, including the meeting calendar, click here (2013).
Current Far Roster (Last revised 03-06-2014 )

Meeting Information

Date Agenda Materials

FY14

03/04/14

Agenda

» Changes in the Quality Assurance Review (QAR) Process (PPT)
» Budget Update: Mid-Year Review and Budget Calendar (PPT)
» Paid Semester Credit Hour Analysis and Budget Impact on Forecast (PDF)
» PeopleSoft Update (PPT)
» PeopleSoft Transitional Period (PPT)
» Travel Update (PPT)
» Why get a ProCard? (PPT)

10/16/13

Agenda

» OSPA info (PPT)
» Network Access Control (PPT)
» Enrollment and Retention (PPT)
» TRS Surcharge Rates (PPT)
» PeopleSoft (PPT)
» FY14 Mandatory Fee Forecast (Excel)

FY13

06/19/13

Agenda

» Red Flag (PPT)
» UT Training (PPT)
» GRIP Information (PPT)
» Merit Policy (PPT)

04/25/13

Agenda

» Minors in the Laboratory Awareness (Word)
» Sales Tax Update (PDF)
» Telephone Services Billing (PPT)
» UT SHARE (PPT)
» Planning, Budget and Forecast (PPT)
» Travel Services update (PPT)

02/19/13

Agenda

» Office of Sponsored Project Administration Update (PPT)
» Budget Update (PPT)
» Travel RFP Process Update (PPT)
» Administrative Cost Ratio (PPT)
» SRECNA Highlights (PPT)

12/13/12

Agenda

» Housing / San Saba Update Presentation (PPT)

» Travel / Car Rental Agency Update (PPT)

10/11/12

Agenda

» PeopleSoft Update (PPT)

FY12

07/25/12

Agenda

»Procard Presentation
»Work Study Allocation Process
»Student Hiring Process
»OIT Updates
»Merit Timeframe

05/23/12

Agenda

»PeopleSoft Update
»PeopleSoft FMS Chart of Accounts
»Statement of Account Reports
»Red Flag Rules
»Academic Administration Office (AAO) Building
»Purchasing: FY11-12 Year-End Deadlines

03/29/12

Agenda

»Annual Financial Report
»Emergency Preparedness at UTSA
»Wayfinding Project
»FY2013 Budget Update
»Employee Educational Benefit (EEB) Program Change
»HUB Vendor List (Excel)
»2012 UTSA Vendor Fairs

01/18/12

Agenda

»Facilities Update - Loop Road & Roundabout Construction Project and Parking Impacts
»Budget Update
»Travel Related Information
»Tuition & Fee Proposal Process
»Cognos Reporting Project

11/16/11

Agenda

»UT Share PeopleSoft Project Update
»CLIBA / Travel Card Update
»Office of Post Award Administration and New Procedures
»OIT Connect
»DEFINE Annual Security Certification Review Process

FY11

07/21/11

Agenda

»FY12 Budget Highlights & Legislative Changes (PPT)
»PeopleSoft Finance Update (PPT)
»Citibank Travel Card and ProCard Transition (PPT)
»HUB Update (PPT)

03/09/11

»PeopleSoft Project Update (PPT)
»Statement of Accounts (PPT)
»Citibank Travel Card Program (PPT)
»Travel Reimbursement FMOG and New Form (PPT)

01/18/11

»FY10 AFR Presentation (PPT)
»DEFINE Departmental Form/Guideline (PPT)
»Travel Reminders - Travel Card Update (PPT)
»Teaching/Research Assistant Certification (PPT)
»Financial Affairs Communication Plan and PeopleSoft Project Status (PPT)

11/17/10

»Institutional Memberships Guideline (PPT)
»Way Finding (PPT)
»Tax Withholding Implications for One-Time Merit Pay (PPT)
»Emergency Checks Guideline (PPT)
»ProCard & Travel Card Citibank Migration (PPT)
»Mileage Reimbursement Log Updates (PPT)

09/22/10

»Four Generations at Work (PPT)
»PeopleSoft Project Update (PPT)
»Sub-Certification Process (PPT)
»Facilities Monthly Work Order Billing Procedures (PPT)
»Revisions to the Business Service Contracts Processes and Procedures (PPT)
»Preferred Vendor - Today's Business Solutions (PPT)

FY10

07/21/10

»Budget Roll Over, Lapse Guidelines, Default Accounts (PPT)
»Merit Process, Faculty Appointment Letters (PPT)
»Revenue Reasonableness Reviews (PPT)
»Official Occasions Guideline Changes (PPT)
»Human Resources On-Boarding Project (PPT)

05/19/10

»Travel Advance Operational Guideline and Form (PPT)
»Information Security Administration Program Requirements and "Summer Splash" Projects (PPT)
»Merit Pay and Funding Requirements for Non-E&G Accounts (PPT)
»Work Order Sub-Account (PPT)
»Major Projects and Project Management Fees (PPT)
»Cash Handling Policy/Forms (PPT)

03/10/10

»The New HOP Process at UTSA (PPT)
»Quality Assurance Reviews (QARs): QARs for FARs (PPT)
»UTSA Wellness Program (PPT)

01/20/10

»Annual Financial Report (AFR) 2009 (PPT)
»Operating Budget 2010 (PPT)
»HRMS Default Account Process (PPT)
»Travel Updates (PPT)
»Tuition and Fee Proposal (PPT)

11/18/09

»Administrative Cost Ratio (PPT)
»FY 09 Grants and Contracts Expenditures (PPT)
»Disposal of UTSA Computers (PPT)
»Financial Affairs Forms Repository (PPT)

09/16/09

»Tuition and Fees Proposal
»HRMS - The New DEFINE
»HRMS Default Accounts
»HR Separation Process

FY09

06/17/09

»Benefits Budget (PPT)
»Budget Pools (PPT)
»FY 2009-2010 Budget Recap (PPT)
»FY 2010 Budget Allocations (PDF)
»EOY Workshops (PPT)
»Lapse Policy (PPT)
»Updated Cash Handling Guidelines (PPT)

04/22/09

»UTSA HUB Program Overview (PPT)
»Business Expense Form Updates
»F&A Cost Recovery Report (PPT)
»Financing Risk Management (PPT)
»UT System Enterprise Resource Planning Project (PPT)

02/24/09

» UTSA FY 08 Annual Financial Report Highlights (PPT)
»Budget Process FY 2009-10 (PPT)
»Stipend Process Improvement (PPT)
»University Strategic Resource Planning Council (USRP) (PPT)
»FY 2009-10 Operating Budget & Merit Process Calendar (Excel)
»Use of NACUBO Program Codes (PDF) 

12/11/08

»Departmental Security Review for DEFINE
»Fiscal Notes – the 81st Legislative Session (PPT)
»Financial Assessment Process Presentation (PPT)
»Entertainment/Hospitality/Official Occasions Policy

10/10/08

»Service Centers Update Presentation (PPT)
»Cognos Overview Presentation (PPT)
»Relocation Expense and Reimbursement (PPT)

FY08

08/18/08

»Time and Leave
»Missing/Stolen Capital Equipment
»RA/TA Non-resident Tuition Waiver Process
»PCI Credit Card Security & Credit Card Processing Authorization Recertification
» Budget FY09 / Merit Presentation (PPT)

07/21/08

» Banking Services Presentation (PPT)
» Budget Updates FY08-09 (PPT)
»Tuition & Fee Proposal Implementation

05/19/08

»Merit Timeline & Process
»Floor Captain Program
»Year End – Workshops, PBO Deadline, Travel Process

04/21/08

» Chart of Accounts Presentation (PPT)
» Classified Staff Salary Promotion Tool (PPT)
» Service Centers Presentation (PPT)
»Tuition and Fee Process Guideline (PPT)
» Merit Policy/Process

03/17/08

» UTSA Surplus Property Process (PPT)
» Departmental Payroll Download
» Lapse Policy/Budget Transfer Guidelines (PPT)
» Reconciliation using Quicken (PPT)

02/18/08

» Fundamentals of University Funding (PPT)
» DEFINE Reports
» Statement of Account Reconciliation (PPT)
» Budget Office Communications (PPT)

01/23/08

»Budget, Legislative Appropriations
Request & Merit Process Calendar
(PPT)
»Annual Financial Report Results for FY07 (PPT)
»Tuition & Fee Proposal

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