Who Should I Contact?

For...Primary ContactBack-up

Accounting

FOAPAL set-up Dave Berglund Patricia Langer
Grants Dorothy Johnson Deanna Hiew
Endowment fund balances and spend accounts Deanna Hiew Dave Berglund
Buildings and equipment Deanna Hiew Dave Berglund
Construction projects Dave Berglund Patricia Langer
Fund balances Tracy Arndt Dave Berglund
Specific transactions in Banner Tracy Arndt Dave Berglund
Credit card transactions in Banner Deanna Hiew Tracy Arndt
Journal Entry (JE) prep and/or status Tracy Arndt Dave Berglund
Fiscal year-end accounting questions Dave Berglund Tracy Arndt
Banner Self-Service inquiries Tracy Arndt Dave Berglund

P CARD

Lost or stolen Pcards Lois Welch Matt Rumpza
Changes to Pcard limits Lois Welch Matt Rumpza
New Pcard requests Lois Welch Matt Rumpza
Pcard training Lois Welch Matt Rumpza
Pcard reporting envelopes Katie Scott Nicole Tillander
Monthly statement review and/or approval Lois Welch Matt Rumpza
Notification of Pcard use while travelling Lois Welch Matt Rumpza

PURCHASING and PAYMENT

Timing of payment requests and check runs Nicole Tillander Matt Rumpza
Fiscal year-end expense questions Matt Rumpza Lois Welch
Consortium contracts and discounts Matt Rumpza  
Help with RFP's and RFI's Matt Rumpza  
Contract review requests Matt Rumpza  
Sustainable purchasing practices Matt Rumpza  
International travel reimbursement requests Matt Rumpza Lois Welch
Purchase Order (PO) entry and approval Nicole Tillander Matt Rumpza

BUDGET

Budget vs Actual status and remaining balance Doug Rosenberg Dave Berglund
Budget transfer requests Doug Rosenberg Dave Berglund
TEM expenditures and balances Doug Rosenberg Dave Berglund

RISK MGMT / INSURANCE

Reports of accidents, thefts, and other claims Doug Rosenberg Patricia Langer
Requests for certificates of insurance Doug Rosenberg Patricia Langer

FinanciaL SYSTEM ACCESS / USER PRIVILEGES

Banner Finance user access Tracy Arndt Dave Berglund
Argos user access Tracy Arndt Dave Berglund

TRAINING

Financial Systems Training (Argos) Aimee Baxter Dave Berglund
Purchasing training Lois Welch Matt Rumpza
PCard Training Lois Welch  

Taking Payments

Marketplace - online payments Aimee Baxter Amy Holter
Event Point of Sale system Aimee Baxter Doug Rosenberg