James sent the updated labor distribution form for FY 2025.  The template is available in Box https://rice.box.com/s/od19rxsyt4hhlesjzj9nuf031bb8mium or you can download it right here Labor Distribution Template Update rv. 6.24.2024

For your downloading convenience, here is an updated chart of accounts for all general ledger values: All_Oracle_Values_COA_June_20_2024

This file is also available in the “FBDI templates and drop off” folder in Box, under templates > reference material which is here https://rice.box.com/s/l950e36fnzj0orc9gswbhwxfpmd6s9ba

This file is also available in the “Controllers office resources and reference material” folder in Box, which is here https://rice.box.com/s/1d4lmmok8zglwoh17x6ngdmncpobq0ve   This folder is the home of prior year processed documents.  I’ve tried to keep the membership list synchronized with the FBDI folder, but if you have a burning desire to read an FY2022 document for some reason and need an invitation please let me know at crystald@rice.edu.

This is the checklist starting point shown in today’s meeting:  Checklist

Starting with the year-end memo, delete items that do not apply to you and add items that have been problems or areas of discussion in prior years.

A chance to ask your year-end questions, if any.  We will also discuss building a year-end checklist.  Recording will be available in Box afterwards.

Join Zoom Meeting https://riceuniversity.zoom.us/j/93134533306?pwd=ckNHRXpsR3ZHUThoWU5wWXZLcWlpdz09

Meeting ID: 931 3453 3306 Passcode: 282821

The fiscal period for May is now closed.  You can safely run final May reports after 10 pm tonight.

The year-end memo we discussed is available here: Year_End_Close_FY24

and the recording of today’s office hour is available in Box here: https://rice.box.com/s/abko95l5ui1v0bqaxj9kt9tw94e5tdx3

(FBDI templates and drop off > Zoom recordings > May 29 )

The year-end processes and dates for FY2024 are similar to FY 2023, and we seem to be settling in to IO, so I’m confident this year-end will go swimmingly!

Next office hours are June 12 and June 26

Bad meeting ID in memo – I’m sorry!

New meeting: 483 218 8671

Passcode 698099

Join Zoom Meeting https://riceuniversity.zoom.us/j/4832188671?pwd=bTlpU3VUdTFvZ0EwaDQ4bnF2cG9EUT09&omn=95904802782 Meeting ID: 483 218 8671 Passcode: 698099

The Zoom recording is now available in Box here https://rice.box.com/s/sbjdpi6pa8jrw220m74az7i7lg6ncacn along with Emily’s slides Bursar’s Office and the general rules about classification codes Explaining classifications

The new email for the Bursar’s Office is bursar@rice.edu and the new website is https://bursar.rice.edu .  Find helpful resources under Menu > Departments.

The general rule for classifications is if you work for the Provost and/or a Dean, you are part of the MISSION of the university (instruction, research, student services, library) and if you work for a Vice President you are ADMINISTRATION, the backbone services that let the mission departments do their job (maintenance of plant and technology, administration, fundraising, auxiliary.)

Please join us for year-end sessions on May 29, June 12, and/or June 26.

The fiscal period of April is now closed.  You can run final reports from the dashboards after 10 pm tonight.