Create Student Tech Fee Committee

The tech fee will generate $6M in annual revenue to be

spent on IT on behalf of the students. The students will

have an advisory process to recommend how the money

should be spent.

IFAS Domain Controller 50 machines statewide

Universal Fax Services

Implement personal fax services through Xmedius fax

server for all UF users of UF Exchange and UF Exchange

at HSC. Users with fax numbers associated with

Xmedius will receive faxes as email attachments.

Outbound faxes can be sent be email.

Upgrade MOM services to SCOM 2007Upgrade MOM to Service Center Operations Manager

2007

Develop DR Plan Snaps and second site for UFAD

LUN Migrations to new SAN Core SAN Replacement

Campus licensing on MS E-Cal New enrollment on campus agreement

Evaluate Windows 7

Evaluate Windows 7. Release to Manufacturing is in

July. Commerical delivery begins in October. Available

to UF around September 1.

Upgrade MailMeter Upgrade MailMeter to the latest version.

Shibbolize NIHShibbolize access to National Institute of Health web

sites for UF research.

Implement Click Commerce for IRB

Click Commerce is an extensible hosted-solution for IRB

workflow and approvals. Will also include adverse event

reporting and notifcation of events via email. See

www.clickcommerce.com

DreamSpark Implement DreamSpark SP in Shibboleth

Class/section attribute release policyProvide class and section membership information

through Shibboleth

Academic Structure attribute release policyProvide academic structure including year and program

(4LS) through Shibboleth

Inside UF on portal Splash Page

Shibbolize Mobile Campus

Provide Shibboleth sign on for Mobile Campus services.

End the practice of allowing usernames and passwords

to be typed into a vendor's site.

Endowed data

Create a method for storing research data indefinitly.

Must include technology as well as economic model,

hence "endowed". Must survive disasters. Recovery

time can be long -- 24 hours from request.

Workflow strategy

Develop an enterprise startegy for developing workflow-

based applications across enterprise systems and

platforms

ODBC Service UpgradeUpgrade ODBC service to new version of SQL and

improve data connections

M&S/Equipment Use Fees Project

The M&S/EUF Project will create a new and more

streamlined online process for academic departments to

request and approve new course fees using PeopleSoft

Student Financials.

Reconciliation of Erroneous Deposits

TM Reconciliation Erroneous Deposits - Provide Treasury

Management office the page access to delivered PS TM

functionality to make corrections to deposits after they

have been matched.

TALX Employment Verification

The University of Florida has entered into a contract

effective 12/1/2008 with the TALX Corporation to use

their TWN (The Work Number) functionality to verify

employment and income for UF employees.

Adjustment Ledger for UF

Adjustment Ledger for UF - Define an Adjustment Ledger

that will allow adjustments to be made for Financial

Reporting purposes that will not impact balances in the

Actuals Ledger.

Modify Sender in Workflow E-mails

Modify Sender in Workflow E-mails - Replace myufl-

admin@ufl.edu as the sender in system-generated

workflow e-mails with appropriate core office e-mail list.

AR Unposting Payments Issue

AR Unposting Payments Issue - A user is unable to

unpost a payment group when attempting to unpost

payments that spread multiple payment groups.

AR_Update Penny/Zero Dollar Issue

AR_Update Penny/Zero Dollar - Allow processing of

partial payments to invoices that have distributions that

are less than one percent through the AR module and

apply payments based on percentages.

Tax Updates 08F, 09A and HR year end tasks

PeopleSoft releases tax updates on a regular basis.

Depending on the time of the year, different tax updates

will have different content.

Faculty Enhancement Opportunity (FEO)

The President has developed and approved a new

facutly initiative, Faculty Enhancement Opportunity,

which is similar to Sabbaticals but allows more flexibility

for the department to allow.

Travel & Expense Fax Imaging

Travel & Expense Fax Imaging - Provide a receipt imaging

process that allows end users to submit receipts and

travel supporting documentation using curren fax

imaging processes.

CNS DB2 Ver 8. upgrade

CNS DB2 Ver 8. upgrade: CNS has approached Debbie

Sams and I with the need for them to upgrade the DB2

on the mainframe from version 7.xxx to 8.xxx. We have

many connections in HR, FI, SA, and IAM

Portal Application UpgradeThis project will upgrade the current enterprise portal to

the 9.0 Sp1 version of the application

Sexual Harassment web based training

The University of Florida is planning to outsource its

sexual harassment training to a company called New

Media Learning.

Subversion Implementation

To reduce Bridges operating costs, PVCS will be replaced

by Subversion, an open source version control

application. This will provide the same functionality,

requiring no annual fees.

Automate setting the biweekly payroll

Automate the setting of the on-cycle run controls and

query parameters for the biweekly payroll process. This

should reduce errors caused by manual input and reduce

staff time needed.

Effort Tracking Online Certification (Phase IV)

Provide functionality to certify online the employee's

effort per semester. Streamline the process used to load

effort each semester.

Problem Management Process

Bridges needs a defined Problem Management Process

that can be communicated and followed throughout the

department.

C&G - Automate C&G Billing in Appworx

C&G - Automate C&G Billing in Appworx. Billing will need

to be run in a production mode on a biweekly basis in

the new Fiscal year.

Reduce Centralized PrintingReduce Centralized Printing and Decommission INFOPAC

Products

PS-SF 2008 1098Ts

The PS-SF 2008 1098Ts project will provide 60,000+

students and the IRS with 1098T information, both in an

electronic and paper-based format. Conversion of data

either to or from PS SF or SF Legacy.

Monitoring and Maint of Batch ProcessesMonitoring and Routine Maintenance of Batch

Processes

SciQuest EPS Interface to PS eProcurmentSciQuest EPS Interface to PS eProcurment - Configure

and implement SciQuest electronic procurement tool.

University Community Campaign/eWay (UFCC)

Employees pledges are collected via payroll, which are

manually keyed into the general deduction tables from

the paper pledge cards. This year, the University has

elected to use eWay.

Student Financials Analysis and Reporting

The Student Financials Reporting project complements

the Student Financials implementation addressing UF

analytic and reporting requirements for student financial

data from 9.0 Student Financials.

Reqs Discovery and Specification Training

Develop, document, and deliver repeatable

requirements discovery and specification training

sessions.

Bridges Data Protection

Bridges Data Protection - Sensitive and restricted data

must be protected from being easily accessed and

possible misuse or inadvertant compromise.

Customer Satisfaction Data

Develop periodic, constiuent focused satisfaction data

process and data. Surveys, interviews, focus groups,

general feedback from events, adhoc feedback, wiki,

suggestion box, evaluation feedback, email, etc.

Operational Service Metrics

Key Perfromance Indicators and historical data regarding

services -- uptime, throughpout, volume, etc. Used by

operators and system administrators on a daily basis.

Dashboards, etc.

IT Analytic Metrics

Develop "cubes" for service analytics used by IT

managers and analysts to forecast and understand

future service requirements.

Data Inventory

Create an inventory of restricted and sensitive data held

in systems at UF. Use the inventory to help protect

restricted and sensitive data.

IT People Registry

Develop a directory (probably an indicator in the UF

Directory) of people doing IT work. Will need

definitions, process and mainteance. Use for

communication, policy development, training.

Lenel keyless entry systemImplement Lenel keyless entry system as an enterprise

class service fully integrated with UF IAM.

Create IT Architecture process

Create an IT architecture "master planning" process to

identify opportunities for coordinated activities and

recommend policies and standards for improving UF IT.

Business Intelligence Strategy

Identify and recommend enteprise approach to business

intelligence -- data systems, tools, training, content,

governance, funding

Responsibility Centered Management: Phase 2Develop processes and software and data systems in

support of Responsibility Center Management (RCM)

Financial Aid System StrategyIdentify and recommend approach to replacing the

current financial aid systems

Next generation portal strategy

Investigate, select and implement a thin "msn.com"

style portal for UF to front-end my.ufl.edu and other

existing portal-like sites. Provide user-customizable

news feeds. Do not store data or provide any

applications -- these should all be pushed out to other

apps.

Cloud computing strategy

Develop strategy and resultant policy regarding "Web

2.0" aka "cloud" computing technologies such as

FaceBook, WordPress, Flickr.

Conflicting Role Alert for ARS

Conflicting Role warning edit added to ARS: alert the

Requestor and Approver users of the ARS tool when a

role that conflicts and demonstrates poor separation of

duty is requested for a user.

IPAY Data Provisioning

Provide Treasury Management- and UFS-authorized

departmental users across campus with the ability to

report daily IPAY activity for their CASHNet item codes

within one business day of that activity.

Strategy for UFAD adhoc group management

Departments can currently use sys admin tools to create

groups and manage group membership in UFAD. Groups

are then used to secure resources and applications. A

review of approaches for group management tools is

needed to determine if non sysadmins can be granted

rights using existing tools or whether new tools are

needed for group management

Business Process Re-Engineering: ID Billing

Fringe Benefit Pool

The Office of the Chief Financial Officer (CFO) has

requested the implementation of a Fringe Benefit Pool

for all employer paid benefits/taxes.

Align pre and post award account codes

Create appropriate account codes so that the same set

can be used in pre-award and post-award. This allows

budgets developed during pre-award to be used for

release of funds during post-award. Restrict categories

as appropriate. Calculate IDC correctly as determined by

the account codes. This is the #1 item from the Grants

work group of the Finance Upgrade.

Financial Aid Enhancements

Financial Aid Enhancements: Enhancements to FA

reports, cred. hrs for on-demand disb., changes to award

file to verify holds and hr overrides for each term

(including Summer), "aid year" addition.

Administrative Overhead, FICALT and SPP allocation

modifications

Administrative Overhead, FICALT and SPP allocations

modifications - Review all allocations that may be

impacted by the change in business rules, and modify

them as appropriate.

AM UBIT Book Removal

AM UBIT Book Removal - Since go-live UBIT depreciation

has not calculated correctly in MyUFL. The presence of

the UBIT book in the system has created data errors in

processing asset depreciation.

Bridges Migration to Merged Network InfrastructureBridges migration to a CNS/Bridges merged

infrastructure

C&G ARRA Federal Reporting

C&G ARRA Federal Reporting - To facilitate the

preparation of the reports, the Contract and Grant

offices need a way to identify the American Recovery &

Reinvestment Act

Campus Community EnhancementsCampus Community Enhancements - Updates to

Inactive/Active addresses, Preferred Names, Deceased.

Dual Fabric SAN UpgradeReplace deprecated switch; enhance current SAN

offering

Electronic Payroll Register for the College of Medicine

(COM)

Replace the hard copy printouts of the payroll deduction

registers using the standard formatted file for payroll

deductions and deliver this to the COM webdav.

Establish Recovery Points during Payroll Processing

System issues can occur during payroll processing and

affect critical processes. The ability to recover the data

to ensure a clean starting point ensures data integrity.

Establish Service Monitoring Environment and

Procedures for Operations

Setup a Sitescope Monitoring environment for the

Bridges Operations Team and establish documented

procedures for deploying/monitoring/responding to

alerts.

External Application Interface for Setting Up Self Service

Users UFID and GLID

Provide a more seamless entry point and better solution

to providing self service access for the marketing of

courses and materials by these divisions. Amazon.com

FI DSO 2010 - Florida Citrus Research and Development

Foundation, Inc.

FI DSO 2010 - Florida Citrus Research and Development

Foundation, Inc.- Configure and implement Florida Citrus

Research and Development Foundation, Inc. as Business

Unit.

GC&G Budget Override FnA

GC&G Budget Override FnA - Modify the FnA process so

that FnA charges are created with override specified so

that they do not create exceptions due to project

budgets or end dates.

Internal Procurement and Payment ProcessInternal Procurement and Payment Process - Implement

a new process for internal (interdepartmental) billing.

ITG Upgrade to PPM 7.5

Upgrade ITG 6.0 to PPM version 7.5 to facilitate the

ability for UF to keep current regarding application

maintenance.

Operational framework - Problem Management Process

Bridges needs a defined Problem Management Process

that can be communicated and followed throughout the

department.

Processing SF Accounting Entries Processing SF Accounting entries

Purchasing Fiscal Year-End 2009

Purchasing Fiscal year-end 2009 - complete all tasks

related to Purchasing year end to ensure a smooth year-

end closing.

Race/Ethnicity Reporting Changes

The 2 question format was installed 10/01. This project

remains active to address reporting changes required as

part of the new format.

Redesign of PREBILL file for 457 Enrollments

Currently the UF Retirement Office spends hours each

pay period reviewing enrolllments sent in from Sungard

due to the enrollment process.

Report All Earnings as Current on the Division of

Retirement (DOR) file

Currently, an employee's earnings are reported on the

DOR file for the month(s) in which they were originally

earned. This results in invoices that can contain a large

volume of entries.

Responsibility Centered Management

The Office of the CFO will be instituting a new financial

management philosophy called Responsibility Centered

Management.

SA Experimental Site Updates

SA - Experimental Site Updates (Enhancement) -

Reconfigure part of SF/FA Title IV disbursement to only

pay for restricted UF charges or all charges with student

consent.

SA Enhancement - ECSI Delinquent Loan DebtSA Enhancement - ECSI Delinquent Loan Debts: Service

Indicator Logic

SA Enhancement - ECSI Delinquent Non-Loan Debt

SA Enhancement - ECSI Delinquent Non-Loan Debt:

Collection Agency Reporting/Charging, ECSI/SF debt

comparison processing.

SA Enhancement - VET Deferments T&F to OUR

SA Enhancement: VET Deferments to OUR - For VET

deferments OUR sends Student Financials, OUR will

need the Tuition & Fee data.

Student Financials Bank Reconciliation

Student Financials Bank Reconciliation - Treasury

Management is in need of an effective Student

Financials Bank Reconciliation process.

Student Financials Warehouse Tuning Student Financials Warehouse Tuning

Student Instruction File (SIF) Build

Due to a change in the file format and complexity of

gathering this data from the registrars office, HR and

Student systems.

UF Check SignaturesReplace the signature of Ed Poppell on the AP, HR and SF

checks for UFLOR andSWFRI business units.

Veteran's Status Collection, Storage and Surveying

HR - bundle 27 - Recent changes in the regulations

became effective on 09/07/2007. This requires a

resurvey of employees using the new categories.

2010 Budget Prep Planning and Reporting2010 Budget Prep Planning and Reporting - Budget Prep

must be modified to meet budget office needs.

AM - UF ID added to Basic Add Page

In order to track who is using UF's assets the core office

is asking that the UF ID be added to the AM basic add

page. This field should match UF directory.

AppWorx 8.x Upgrade AppWorx 8.x Upgrade

Portal to Oracle

Portal re-platform from DB2 to Oracle, includes

conversion of Federated Links to Oracle Dbase links via

the Oracle gateway.

FI - PS 9.0 Upgrade

Upgrade the Finance and Sponsored Research modules

to PS version 9.0. ERP Infrastructure support of the

PeopleSoft Finance Upgrade from 8.4 to 9.0 including:

Building parallel 9.0 database and server environments;

Replatforming from DB2 to Oracle RAC database;

upgrading Cognos from 7.x to 8.x; Migrating Financials

warehouse.

Fax Imaging - Treasury Management Deposits

Provide a deposit imaging process that allows end users

to submit deposits and supporting documentation via

fax.

Enterprise Applications Shibbolization

Enterprise Applications Shibbolization, Eliminate the use

of GLAUTH from enterpise applications and convert to

Shibboleth IdP for Authentication. ISIS, PS, COgnos are

all involved in this.

Bridges Work Portfolio Data Model and Reporting

Bridges has a need to do summary / detail analysis and

reporting on data that is recorded into its time

management / project allocation system.

FI - Enhancement: Invoice Changes to Grant Invoices Invoice Changes to GM_GEN and GM_SCHPAY

FI - Enhancement: New Appworx chain for FI

PRCSYSPURGE

FI - Enhancement: New Appworx chain for FI

PRCSYSPURGE . This chain will precede the

PRCSYSPURGE process.

FI - Enhancement: Project Budget Edit for Cash Funds

Add new PeopleCode edits to the Project Budget page

that will not allow users to add a source of funds for

Cash based projects.

FI - Enhancement: Summary Ledger for Auxiliaries

Define an Adjustment Ledger for Auxiliaries that will be

an official record for adjustments and allow adjustments

to be made for Financial Reporting purposes for

Quarterly and Annual reports

FI - Enhancement: AR Refund to Project Costing Fix

FI Enhancement - Refunds are not flowing from the

accounts receivable module to the project costing

module. This will be under Enhancements & Fixes in FI

Portfolio.

FI - Enhancement: Batch Change for Collect Cost Jobs

FI Enhancement - Modify the FIPS Nightly batch so

Collect Cost jobs run for all business units. Currently

running for each business unit independently and this is

causing reconciliation problems.

FI - Enhancement: Budget Edits

Create new Budget Edits to ensure the following fields

are not being left blank: Budget Category, Account,

Deptid, Source, Fund, Program, Bud Ref and the Posting

Option box is being checked

FI - Enhancement: Core Office Tasks Removed from

Bridges

FI Enhancement - Monthly tasks currently being worked

by BA's can be moved to Core offices with the addition

of new roles.

FI - Enhancement: Employee reimbursement to T&EFI Enhancement - Move employee reimbursement from

Accounts Payable to T&E.

FI - Enhancement: New Asset Management Mass

Change

FI Enhancement - Create new mass change template to

incoorporate the fund field.

SA CASHNet Upgrade SA - CASHNet Upgrade from 2.4 to 3.0.

SA Enhancement - Accounting Line Indexes

Create SF_ACCTG_LN indexes to facilitate ad-hoc

queries, improve recurring processes, and optimize joins

between the ITEM_SF and other transactional tables.

SA Enhancement - Addition of "sections" to the Tuition

Statement Page

SA Enhancement: Addition of "sections" to the Tuition

Statement Page

SA Enhancement - ECSI Payment File SA Enhancement - ECSI Payment File

SA Enhancement - EFT Report & SFA File Enhancement SA Enhancement - EFT Report & SFA File Enhancement

SA Enhancement - ISIS Interface Bug Fixes SA Enhancement - ISIS Interface Bug Fixes

SA Enhancement - Loan Entrance & Exit Counseling

Enhancements

SA Enhancement - Loan Counseling Part 1: Entrance

Interview Removal Part 2: Exit Interview Enhancements

SA Enhancement - Refund Check Address Placement SA Enhancement - Refund Check Address Placement

SA Enhancement - SF BI GL Interface Metadata

Enhancement

SA Enhancement - SF BI GL Interface Metadata

Enhancement

CIT Enhancement - Barcode and carrier route not

updated

CI - Directory Address data problems with barcode,

carrier code and addr certified dates. A change is needed

in the code one CICS calls for ADDRESS in UF DIR

CIT Enhancement - Change to new EMERGENCY

messaging provider

Enhancement - Change to new EMERGENCY messaging

provider. EHS are planning a change to the Third party

provider of the messaging service. Bridges will need to

make the adjustments to our process.

CNS WebSphere Migration to V7

CNS WebSphere Migration to V7, CNS has approached

Bridges regarding the need to upgrade Hardware, OS

and Websphere versions on the CNS Websphere

platform. Core IT must avoid unsupported platforms.

GLAM Microsoft and Biztalk application code upgrade.

GLAM Microsoft and Biztalk application code upgrade.

The primary objectives of the GLAM message upgrade

will be: Eliminating MSMQ as a point of failure in the

BIZTALK components.

HR Enhancement - New Translate Value to Earnings

Code Table

Add a new translate value to the table to indicate that

the earnings codes are not used in the effort system tol

reduce the workload for the core office each semester.

HR Enhancement - BEN500 - Primary Benefits Flag

Use logic from the primary job flag report to create an

application to automate the identification and cleanup

of jobs with primary flag issues prior to payroll

processing.

HR Enhancement - Sync HR/UF Directory demographic

information

Until recently UF Directory updates from Portal

applications Emergency contact and Update My

Directory Profile were not synced to HR by the Person

Basic Sync program.

HR Enhancement - Time and Labor new hire time

reporting fix

Currently new employees hired during the middle of the

pay period are unable to report time worked for their

initial pay cycle.

Apply Tax Updates 09B/09C

Depending on the time of the year, different tax updates

will have different content. These updates include treaty

changes, and changes to the federal tax data page for

new IRS Requirements.

Post Doc Care Benefits Package

New Post Docs being hired to UF will need to be

considered temporary employees vs. Faculty and will be

offered their own benefits package, i.e. Post Doc Care.

eLearning Solutions

HR Training and Organizational Development (T&OD)

has an interest in more efficiently offering certain

training curricula to the University community online.

HR - Enhancement - Garnishment Voucher Fix

Since go-live, the garnishment vouchers have been

incorrect for employees with multiple garnishment

vendors. 9.0 has delivered a fix for this issue.

Software as a Service StrategyDevelop a strategy for using Software as a Service (SaaS)

offerings in UF business practices

eCommerce StrategyDevelop a strategy for eCommerce applications,

including policy, architecture, standards.

Online W2's

The UF prints approximately 35,000 W-2s each year. This

takes approximately 2 days for the printing and

additional 2-3 business days to sort and distribute to

departments.

SA Bundles SA - Campus Solutions 9.0 Bundles 11, 12, 13, 14

FI - Enhancement: Student Financial Budget Override

FI - Enhancement: Student Financial Budget Override for

trans with 'exceeds budget tolerance' only. Also provide

query identifying transactions

FI Enhancement - Modify UF Budget Definitions PageAdd additional project related information to the UF

Budget Definition page.

FI Enhancement: View access to Journal Lines

FI Enhancement: View access to Journal Lines BA's need

the ability to view the entire journal not just the first 10

lines.

SA Enhancement - Fee Deferments Processing

Enhancements

SA Enhancement - Fee Deferments Processing

Enhancements

SA Enhancement - SFA Payback Due Date Updates SA Enhancement - SFA Payback Due Date Updates

SA Enhancement - Short Term Loan Interest Processing SA Enhancement - Short Term Loan Interest Processing

HR - Enhancement - Hanover/HRH payroll electronic

deduction files

Payroll requests that HRH would like to receive the

deduction registers electronically instead of paper

copies and reduce the amount of paper printed.

HR - Enhancement - Effort Online Certification

modifications

During the Spring 2009 term several processing issues

were discovered. Modifications are required for the

Effort online certification system for the current open

term.

HR - Enhancement - Produce Electronic Direct Deposit

Files for Off-Cycles

Currently, off-cycles with calendars produce physical

checks. Since almost all employees have direct deposit,

we would like to produce an electronic direct deposit file

for these off-cycles.

HR - Enhancement - C&G Payroll Distribution

modifications

When a Payroll Distribution is modified that contains a

project that is inactivated it creates an error even

though that part of the distribution is not changed. This

requires the project be opened.

HR - Enhancement - Veteran's Status Survey -

Confirmation Message

Provide a message that states "The Save was

successful."

CIT Enhancement - Telephone Directory Data

Preparation for UniversityUpdates for Telephone Directory to University Relations

CIT Enhancement - GLID and GLID password may be

equal- UFIRT security discovered a flaw in GLAM.

The password and GLID can be equal. This should not be

allowed. Developer has researched and indicate

SA - Account Balance Monthly Email Notification and

Triannual Billing Statement

Deliver a tri-annual billing statement to non-enrolled

myUFL SF customers with AR > $10 and a monthly email

notification to enrolled customers with AR > $1.

Operational Dashboards from Service Center

Using Microsoft Service Center, develop operational

dashboards for 24x7 Bridges staff to improve visibility

into operations and services, reduce incidents and

shorten time to response during incidents.

SA- SDCF and LOA Processing SA- SDCF and LOA Processing

E-Verify Integration

E-Verify is a federal requirement from the Department

of Homeland Security (DHS). Begiinning 9/8/2009 any

employees who work on a federal contract requiring E-

Verify will need to be processed.

CI - Renovate applications on CNS WebSphere (directory

UI Rewrite)

CI - Renovate applications on CNS webshpere (directory

UI Rewrite), The applications within this Env. will be

redeployed and reevaluated. IPAY and some other small

Apps are also affected.

Fringe Benefit Pool for Benefits/TaxesModifications to Effort Tracking systems to reflect new

calculations for Benefits / Taxes.

SA - SA SDCF and LOA Processing SA - SA SDCF and LOA Processing

HR - Enhancement - Workforce by salary range report

updates

Update the workforce by salary range report so that the

data can be used for the EEO Affirmative Action Plan.

HR - Enhancement - Multiple Job Time Reporting Fix

Employees hired on an additional job during the middle

of the pay cycle are currently unable to report time for

that new job record during their initial pay cycle.

HR Enhancements - Effort for Summer 2009Online certification modifications requested from the

core office. Additional reference for a new fund of 214.

HR - Enhancement - Jacksonville December Personal

Leave

Jacksonville's patient care responsibilities require them

to be open during the standard 4 days off for the

holidays. They have requested that their employees do

not have this time loaded each year.

HR - Enhancement - Automate email send for TOD when

course completed

Training and Organizational Development is creating an

online evaluation for course participants at the

conclusion of a session vs. a paper form, requiring an

email sent with a link.

SA Enhancement - FA VET & Multi-Term Disbursement

Enhancement

1) Veterans receiving a VET deferment - Only non-

tuition charges paid by disbursment and any excess

monies should be returned to the (veteran) student. 2)

Select what the term the disbursement is applicable for

and process the disbursement for that specific term.

SA Enhancement - ISIS Interface Data Recon/Pull

Process to “pull” information from ISIS in order to

minimize the manual work associated with this

reconciliation process and increase the accuracy of the

data.

SA Enhancement - SHCC Payment File

The Student Health Care Center needs Bridges to

provide them a payment file on a nightly basis in order

to reconcile charges and payments with their subsystem.

SA Enhancement - SF Direct Deposit Data to SFA

Student Financial Affairs has the necessity to be

informed on what students have signed up for direct

deposit within PS-SF in order to serve them better when

it comes to answer disbursement questions.

SA Enhancement - Direct Deposit Page (Admin/Student)

Date/UFID Enhancement

When user’s direct deposit information is inactivated,

UFS would like the date to show on the Direct Deposit

Admin and Student Self Service screens. UFS would also

like for the UFID of the person who inactivated the

direct deposit to show on the Direct Deposit Admin

screens

SA Enhancement - Payment Update Page EnhancementUpdate the Payment Update page (new feature) to

allow UFS to correct on-demand directed payments.

1098T Project (CY 2009)

The PS-SF 2009 1098Ts project will provide 60,000+

students and the IRS with 1098T information, both in an

electronic and paper-based format.

CI - Enhancement - Change text displayed for "ACCEPT"

button on GL PWD change.Small change to text will be made in this request.

FI Enhancement - AP 1099 Modifications

Update AP 1099 process to include any mandated

changes for year 2009 by modifying the 1099-Misc

crystal report.

FI Enhancement - General Ledger Journal Splitter

FI Enhancement - General Ledger Journal Splitter:

Correct journal splitter process so that it does not leave

orphan rows in journal line tale.

Refund Bright Futures to the StateDue to changes in state rules, UF must refund a certain

portion of Bright Futures monies received to the state

SA Enhancement - Fix hole in Credit History process

Students who receive a waiver and/or refund during

nightly batch processing need to have credit history run,

to see whether they are eligible to have Service

Indicators removed.

Apply Tax Updates 09D

Depending on the time of the year, different tax updates

will have different content. These updates include treaty

changes, and changes to the federal tax data page for

new IRS Requirements.

Apply Tax Updates 09E

Depending on the time of the year, different tax updates

will have different content. These updates include treaty

changes, and changes to the federal tax data page for

new IRS Requirements.

Restricted Data Certifications Interface to ARS

HR and UF security team are developing training for

campus wide use in the eLearning environment. Those

courses will be reflected in HR training data once

completion of a course occurs and ARS.

Fix ePAF empl rcd and Level 1 Approver Issues

Two issues have been reported in ePAF that need to be

corrected. 1 - The incorrect empl rcd is executed. 2 -

Level 1 approvers can execute unauthorized termination

actions.

Payroll Distribution UFID to GL Project

The UFID is a GL chartfield that can be used to track a

faculty members budget. Currently the UFID is part of

the HRAC, but is not being brought over from HR to FI.

Payroll Audit - Provide Paylists in Excel

Payroll Services will work with Bridges to improve the

paylist by including all employees assigned to the

department, providing an electronic version of the

paylist.

AP 1099 Modifications

Update AP 1099 process to include any mandated

changes for year 2009 by modifying the 1099-Misc

crystal report.

General Ledger Journal SplitterCorrect journal splitter process so that it does not leave

orphan rows in journal line tale.

Public Voucher Invoice FormatModify GM_103X SQR to use tables currently being used

for GM_GEN and GM_SCHDPAY

General Accounting Liability Reconciliation Create tool/process to reconcile Liability accounts

General Ledger Journal Fax Imaging

The General Accounting office and campus customers

would like the ability to electronically associate

supporting documentation to General Ledger journals

via fax.

Update FBP Load ProcessUpdate FBP Load process to exclude all ledgers except

for actuals

Modify FBP Nightly Processing

Modify the nightly FBP processing chain

C_FIGL_FRINGE_BENEFITS_POOL so FBP expenses can

be processed in two nights versus the four days it is

currently taking.

CASHNet GL Extract processEnhancement project to deal with two potential sources

of duplicate postings to the G/L from CASHNet

SA Enhancement - Experimental site reports for 2008 -

2009

Reports required by the fed govt as part of our

"experimental site" designation for financial aid

disbursements.

SA Enhancement - Fix problems with UF Directory/CC

feed

We have found some problems with the feed from the

UF Directory to Campus Community that result in bad

data (out-of-date and missing) info in Campus

Community.

HR-Benefits Enrollment

A UF Benefits audit was performed and the exception

error reports created after the benefit enrollment

(UFBBI004) process runs need to be evaluated and

refined.

HR - Enhancement - Effort Reported by Project IDHR - Enhancement - Report of all Effort paid from or

loaned to a project by department id.

FI Enhancement - Enhance process used to deliver SA

accounting data to FI

FI Enhancement - FI cannot create SA journals at

beginning of term due to large volume of data.

Currently processes abends due to db transaction log

running out of space.

SR Enhancement - C&G Nightly Imaging UpdateSR Enhancement - Update the nightly Contract and

Grant imaging process.

SR Enhancement: Billing Specialist & Department

Contact Update

SR Enhancement - Update existing UF Billing Specialist

Mod to allow additional options and include the ability

to update the department contact as well.

SR Enhancement - Public Voucher Invoice Format

Update

Modify GM_103X SQR to use tables currently being used

for GM_GEN and GM_SCHDPAY

CIT Enhancement - GLAM Duplicate User Account Fix

CIT Enhancement - Users have ben able to create

duplicate user acounts in the GLAM interface. This needs

to be fixed. Issue has been replicated and reviewed by

production support.

CIT Enhancement - Sakai Idm Data Access

CIT Enhancement - SAKAI the new E-Learning software

system requires certain IdM data to operate. The

application would like to receive this data as it is needed

just in time (JIT).

CIT - Enhancement - Remove exclusion of UF_ER_USER

from ARS batch program

CIT - Enhancement - When the UF_ARSSYC_AE program

runs in the daily batch the UF_ER_USER role is added to

ARS current roles but is not added to the users portal

profile.

SA - DCP "Fab Lab" Charge/Payment Processing

(Enhancement)

SA Enhancement - Allow DCP to submit charges for

posting to PS SF

Fix problems with UF Directory/CC feed

SA Enhancement - We have found some problems with

the feed from the UF Directory to Campus Community

that result in bad data (out-of-date and missing) info in

Campus Community.

HR - Apply Tax Update 10AThis update includes modifications to the withholding

for Non Resident Aliens.

HR - Effort Reporting Modifications - Fall Semester 2009

Cost Analysis and Institutional Planning and Research

(OIPR) require enhancements to the Effort Reporting

system each semester.

HR - Apply Tax Update 09F

This update includes tax rate changes for 2010 and also

includes modifications to correct issues with the Direct

Deposit process for International ACH Transaction.

SA Enhancement 52452 - Athlete Financial Report

Provide a daily report to OUR and UAA showing the

financial situation of any athlete with outstanding UF

debt.

FI Enhancement 52471 - Create Fit Cube builds for all

DSO's in productionCreate Fit Cube builds for all DSO's in production

51642 - COM Proposal vs Actual Effort & Salary

Reporting

College of Medicine report to allow their departments to

compare proposed effort and salary versus the actual

numbers.

HR - Enhancement - UF Schedule Load Corrections

HR Enhancement - The 40 hour exception was changed

from a low level exception to a high level exception due

to a Payroll audit, creating non-pay issues for some

employees.

HR - Enhancement - SIF File updates

HR Enhancement - The registrar's office found on the SIF

GA file for fall that a few employees had earnings with

pay end dates prior to the beginning of fall term.

HR - Enhancement - Clean Up Process SchedulerInfrastructure has requested that *.csv files be removed

from the process schedulers in order to free up space.

HR - Enhancement - Self Service Direct Deposit

HR Enhancement - UF would like to provide self-service

functionality to allow employees to update their direct

deposit information.

SA Enhancement - Process needed to apply/remove

special Summer B fee waivers

Summer A/C financial aid must not be applied to

Summer B tuition & fee charges, so we need to apply

(and later remove) Summer B fee waivers to prevent

this.

52377 - SR Enhancement - myUFL Rapid SR Proposal

SR Enhancement - Streamline myUFL proposal process

allowing data entry for the same proposal information

currently on UF's DSR-1 form without the need to enter

budgetary details.

52284 - FI Enhancement: Add DSO(FCRDF) to Month-

end Recon Chain

52284 - FI Enhancement: Add DSO(FCRDF) to Month-

end Recon Chain

Projected Payroll DistributionProvide a process to enter and report projected payroll

distributions.

HR - Sexual harassment Web Based Training Refresher

Course

The University of Florida has outsourced its sexual

harassment refresher training to a company called New

Media Learning.

SR Retro Distribution Control Enable C&G control for SR retro payroll distributions.

HR Enhancement - Health Assessment Page ModificationHR Enhancement - Add Human Pathogens Research to

the Health Assessment job duties list

HR Enhancement - Suppress Printing On-Cycle $0 Net

Checks

HR Enhancement - The printing of $0 net pay checks has

been suppressed for off-cycles with calendars, and we

would like to do the same for the on-cycle.

FI Enhancement - Annual Budget Prep modifcations Annual maintainence related to preparing budgets

SA Enhancement 53037- Load Vet codes into reason

code field of Veteran Service Indicators

Load Vet codes into reason code field of Veteran Service

Indicators

SA Enhancement 53462 - UF Employees with

outstanding UF debts email

Send UF Employees with outstanding UF debts email

notification

SA Enhancement 53483- On-demand Financial Aid

disbursement enhancements

3 relatively small enhancements to the on-demand

financial aid disbursements system requested by UFS

BI Enhancement- Add DSR tables to ODBC

DSR currently has a business process for subcontract

funding. They are missing one key table that would

allow them to provide this information to campus.

BI Enhancement- KK to GL for 4H

The 4H DSO has a need to use KK / GL and variance

measures in their FIT cube to monitor KK to GL variances

in their business unit.

CI Project- GLAM login compliance

failed login attempts

UF must regain compliance with GatorLink Account

policy with multiple failed logon attempt handling. The

level of compliance must be at an acceptable level.

HR Project- Online Tenure and Promotion POC see Project Name

SR Enhancement: PI Summaryand Grant Summary

Layout modifications

Update the PI Summary and Grant Summary reports

so they are more consistent with each other and present

key information with a clear emphasis.

SA Enhancement 53868 - Provide read-only access to

unmasked SSNs for authorized users

Provide view-only access to an unmasked SSN for core

users who are granted security to view SSNs.

SA Enhancement 53869: Provide breakdown of Vet

tuition & fees by section

Enhance current Vet tuition & fee file to provide a

breakdown of the tuition & fee charges by section and

term

SA Enhancement - Enhance the bank reconciliation

process

Treasury Management is requesting some

enhancements to the bank reconciliation process to

help streamline the work.

SA Enhancement 54164: ECSI Commission file process

Create a process to read in the weekly ECSI commission

file and update the corresponding PS SF accounts

accordingly.

SA Enhancement 54164: Self-Service link Direct Loan Exit

Interview

Add a new link in My Campus Finances in the myUFL

portal that directs students to the external website at

the Department of Education (Direct Loan Servicer).

SA 53499 - Student Information File (SIF) waiver data

process rewrite

Rewrite the SIF waiver data process to produce a daily

waiver file that meets BOG requirements for content

and format.

54252 - Cost Sharing Accounting BPREnable a companion account process to record and track

cost sharing activity.

54253 - Non-Payroll Cost Transfer Journals

Enable journals to process all non-payroll cost transfers

and provide C&G Accounting with a method to review all

non-payroll cost transfers to funds 201 and 209.

54286 - Automate PO Rollover Year End process

Develop an automated process using APPMAN that can

be scheduled and will run all the necessary processes

and SQL PO Roll.

CI Enhancement: Create IdM Coordinator ListservsCreate IdM Coordinator Listservs for ease of

communication to Idm workers.

CI - Enhancement Code-1 Address Software update

CI - Enhancement Code-1 Address Software update. CNS

must update the software for it to continue to function.

Update must occur by July 1st.

CI Enhancement: Emergency File institution field

CI - Enhancement Emergency File institution field. The

Emergency Notification committee and Campus Housing

need to be able to secure only portions of the DB at

Black board connect to the UF housing.

BI Enhancement - Increase Application Capacity for

Enterprise Reporting - June 2010

Provide additional ReportNet online / interactive and

batch report processes to meet peak period usage

expectations for a user community consisting of 7,322

named users.

54505 HR Enhancement - Student Jobs Appointment

Review

Add Federal Work Study (FWSP) and Student Biweekly

(STBW) salary plans to the selection criteria. Automate

the manual updates required for the Eligibility Flag.

54500 HR - Enhancement - Modify program extracting

Earnings for Student Financial Affairs

SFA has requested the addition of earnings codes for

graduate assistants to this report to help in student

advising.

54399 EP Tools 8.50 Upgrade

The HR and FI production environments are currently

being upgraded to Tools release 8.50. Keeping EP at the

same tools release as other applications will give us a

consistent tools baseline.

54318 HR Enhancement - PeopleFirst/Convergys

upgrade

PeopleFirst/Convergys is implementing system changes

effective July 24, 2010, that will impact the action and

action reasons data reported on the BNI_001

demographic file.

54238 HR - Elapsed Time File load interfaceProvide a file interface to reduce PPD's dual time entry

process.

54147 HR - Enhancement - Graduate Letters of

Appointment modificationsGraduate Letters of Appointment modifications

54146 HR - Enhancement - Automate the FDLE File

ProcessingAutomate the FDLE File Processing

54145 HR - Enhancement - Deduction Subset for

Emergency (EMR) Checks

The Benefits office and Payroll office are requesting that

an EMR deduction subset be created and added to a

specified list of deduction codes to exclude DSGI type

deductions.

54134 HR - Enhancement - Training Enrollment

Department Id

My Self Service > Training and Development application

is updating with an inactive department id.

HR - HRMS Conversion to Oracle/8.5 Tools Upgrade

The decision to upgrade all instances to the 8.5 Toolset

for the Financials upgrade requires the HRMS database

to be upgraded by Spring of 2011.

54024 HR - Effort Reporting Modifications - Spring

Semester 2010

Cost Analysis and Institutional Planning and Research

(OIPR) require enhancements to the Effort Reporting

system each semester.

53922 HR - Enhancement - UF Raise ProcessHR is reporting rounding issues on the hourly wage

calculations.

53777 HR - Enhancement - eVerify Password update

Core office personnel need to be able to change the

password to eVerify to ensure the secure connection of

the webservice.

53773 HR - Enhancement - HAMS Dept Next Exam

Report

Fix HAMS Dept Next Exam Report to display the

appropriate data.

53643 HR - Enhancement - DOCE Department / Fund

Security Change

DOCE users will need access to all account codes that

have a fund 143 on them, apart from of the department

id.

53637 HR - Enhancement - Create Payroll Distribution

listserv

Create a dynamic listserv for communications to the

Payroll Distribution community.

53636 HR - Add States for Expert PayAllow additional state vendors to accept garnishment

payments via Expert Pay.

54637 - HR - Self Service Health Assessment Status

screenCreate a Self Service Health Assessment Status screen

54636 - HR - Apply HR Tax Update 10B & 10C / SA Tax

Updates 10A - 10C

HR - Apply HR Tax Update 10B & 10C / SA Tax Updates

10A - 10C

54599 - HR - Enhancement - Student FICA Tax Payroll

The Student FICA program needs a fix to sum an

employee's reported hours by UFID vs. UFID and

employee record.

54597 - HR - Enhancement - Post Doc File UpdatesCorrect fiscal year end issues identified in the Post Doc

demographic file

52905- BI- FI Cash Based KK Ledgers Adjust reports and Cash Cube to reflect KK

SA Enhancement - Update Loan Exit Interview links

Change labels and descriptive text for the two Loan Exit

Interview links in PS SF. Alter ISIS Exit Interview link to

redirect students to My Campus Finances in myUFL,

instead of ECSI.

SA - Database strategies for high volume tables

Volume of SA data is growing so rapidly that it is

threatening to bring our SA/BI processes to their knees.

We need to research and implement some archiving

and/or partitioning schemes.

SA Enhancement - Update FL Prepaid process to use

contract dates

Update our FL Prepaid process to read in the new FL

Prepaid input file layout (that will now provide us with a

contract date) and to populate equation variable fields

with the contract dates.

SA Enhancement - CICS Web Services check to subnet

level only

Change our CICS Web apps (award sync and flag update)

to check IP addresses only to the subnet level, rather

than checking the entire IP address, to verify that

requests are from an authorized user

SA - Maintenance to apply Jul 2010 PS CS Maint Pack Apply Jul 2010 PS CS Maint Pack to all PS SA instances

SA Enhancement - Deliver distance learning fee data to

OUR for SIF

Generate a file of sections assessed a distance learning

fee and deliver it to the mainframe for consumption by

the OUR¿s SIF processes.

SA Enhancement - Fix handling of Tuition Deposit

payments

Update the custom PS code that posts payments from

CASHNet to PS SF accounts, so that tuition deposit

payments are treated like other payments and are no

longer "restricted to account".

SharePoint 2010

Prepare, inform, and train Team Bridges and all

departments comprising University Systems to use UF

Connect, the enterprise-wide SharePoint 2010 service

offered through MAG.

SA Enhancement - Enable delivered Student "To Do" list

processing

Provide a "to-do list" of electronic service sign up tasks

in PS SF Student Center Mark the to-do tasks completed

and remove them from the to-do lists, as students sign

up for these services.

SA - Enhancement to Parent PLUS Loan processing

Beginning this Fall term, the Federal govt has decreed

that parents must be given the option of deciding

whether any excess Parent PLUS Loan funds are

refunded to them, or to their student, instead.

SA Enhancement - Productionize delivery of new course

files to OUR

Need an AppMan chain to run daily to generate a course

fee file and FTP it to the mainframe.

SA Enhancement - UF IB Trans Maint Utility

Enhance UF IB Trans Maint Utility by adding Resubmit

and Cancel buttons, and Details hyperlink on error

display page

BI- Cognos Upgrade / Finance 9.0 Warehouse Upgrade of Reporting tools and Warehouse

CI Project- Goodbye Websphere

Decomissioning of Websphere services means all of the

affiliated functionality must be converted to PS or some

other service. There will be a reporting component as

well

SR Enhancement- PI / Grant Summary report

modifications

Budget Category tree changes will make the sort on the

report consistent

CI Enhancement - Identity Access Management Website

Content

CI - Enhancement Identity Access Management Website

Content -Directory, UFID, GLAM and Security Website

Content review and revisions are required

HR - Self Service Health Assessment Status screen Create a Self Service Health Assessment Status screen

HR - Add States for Expert PayAllow additional state vendors to accept garnishment

payments via Expert Pay.

SR Retro Distribution Control Enable C&G control for SR retro payroll distributions.

Projected Payroll DistributionProvide a process to enter and report projected payroll

distributions.

CI Enhancement - Shands Directory Interface

Shands has been working to improve the interface

between their applications and LDAP technologies and

the UF Directory database.

SA - Student Information File (SIF) waiver data process

rewrite

Rewrite the SIF waiver data process to produce a daily

waiver file that meets BOG requirements for content

and format.

HR - E-Verify Version 21 UpgradeUpgrade to Version 21 of the Federal Government's E-

Verify software

SI - PDF Upload for GradappProvide support for upload of PDF's and word docs

inside grad application

HR - Benefits Open Enrollment 2010 Convergys open enrollment benefit changes for 2010

HR - Effort Reporting Modifications - Summer Semester

2010

Cost Analysis and Institutional Planning and Research

(OIPR) require enhancements to the Effort Reporting

system each semester.

HR - Prevent Department SSN/Business Name Changes

Departmental users have been accessing and modifying

employee personal data, such as SSN and business

name, that should only be modified by a core office with

supporting documentation.

CIT - Self Service GLID Renewal

CIT - Self Service GLID Renewal is a project to notify

LOA1 and LOA2 users who are in jeoperday accounts

expire process to be notified and then indicate that the

affiliations should be extended.

Create WebDAV folders for ShandsCreate WebDAV folders to exchange student account

information with Shands

Billing Email Schedule Change Billing Email Schedule Change

SA - Tools 8.50 Upgrade SA - Tools 8.50 Upgrade

SR: Effort Reporting Implementation

Implement an effort reporting system to report % effort

for research grants to the federal government and

instructional contact hours to the state.

ES - Quality Center / Load Runner / Quick Test UpgradeUpgrade of QC to a supported version and replatform

from SQL Server to Oracle RDBMS.

SA - CASHNet 3.1 Upgrade SA - CASHNet 3.1 Upgrade

HR - Electronic Folder Storage for Employee RecordsProvide a link in PeopleSoft to access HR data in content

manager

HR - Enhancement - File (to Mainframe) of Data on GAs

& Fellows for whom Waivers Processed

The Enterprise Systems - Main Campus office has

requested a nightly mainframe file with data from

PeopleSoft regarding GA and Fellow employees for

whom waivers were processed.

HR\PA - Security Role Changes (PS projects) HR\PA - Security Role Changes

Sakai Integration Sakai Integration

UPK Upgrade UPK Upgrade

Correct Effort Reporting report Correct Effort Reporting report

InCommon Silver Deployment project and certification

InCommon Silver Deployment project and certification

will seek the certification from InCommon and work

with SURA, InCommon and INternets two particpants to

better document and understand the process.

HR - Apply HR Tax Update 10D & 10E

Apply HR Tax Updates 10D and 10E. PeopleSoft

releases tax updates on a regular basis. Depending on

the time of the year, different tax updates will have

different content.

SA - 1098T Processing for CY2010 1098T Processing for CY2010

SA Interface class/section data modificationsOUR Interface class/section data modifications to send

an alpha-numeric value

SA/HR - Self-Service Payroll Deduction SA/HR - Self-Service Payroll Deduction

BI - Hyperion Pilot

The RCM budgeting process has substantially increased

the administrative demands on both the CFO's office

and campus administrative offices. An effective planning

and reporting tool is required.

HR - Paid Parental Leave

A new program for USPS, TEAMS, and Faculty is

expected to be approved 12/10/2010 by the Board of

Trustees. The program is to be called the Paid Parental

Leave Program.

HR - Trigger Retro Distributions

When retro distributions are entered in a particular way

on the UF Payroll Distributions screen, the transaction is

not getting put into the the retro distribution trigger

tables to process.

HR - Tax Update 10F HR Tax Update 10F

SR/BI: SR Warehouse Initiative SR/BI: SR Warehouse Initiative

UF SharePoint 2010

UF Registrar wants to move the current HTML

implementation of the Undergraduate Catalog to a

SharePoint 2010 implmenation.

Gartner Access for Central IT Staff

UF is doing a trial with Gartner for the next six months

by providing access to their core research to all central

IT staff and key campus IT staff (IT directors).

Automate PO Rollover Year End Process

Th purchasing ye process, po roll, is a manually intensive

process that takes many hours of Ba's and dba's time

during ye. Develop automated APPMAN process that

can run necessary processed and sql.

HR - Tax Update 11A HR - Tax Update 11A

ES - Move monitoring of ES main campus batch to ES

OPS/Production Services

Move monitoring of ES main campus batch to ES

OPS/Production Services

BI - Warehouse Student Data Re-platform / Admissions

Data Mart

Warehouse Student Data Re-platform / Admissions Data

Mart

HR - Summer Jobs Salary Edit

Due to changes with UFF collective bargaining

agreements and by Provost initiative, the Summer Jobs

file must accommodate set salary caps now in place for

summer appointments.

HR - Prevent Department SSN/Business Name Changes

Departmental users have been accessing and modifying

employee personal data, such as SSN and business

name, that should only be modified by a core office with

supporting documentation.

Budget Prep for 2011 Prep Cycle Budget Prep for 2011 Prep Cycle

SA - CASHNet Departmental Deposits

TM is proposing to shift depts. who do not require

receivable billing over to CASHNet¿s departmental

deposits interface.

SR: Submit Proposal Automation

Automate required Submit Proposal page data entry

once proposal is institutionally approved to enable

award generation.

FI - Apply 2011 PeopleSoft Bundles and Updates Apply 2011 PeopleSoft Bundles and Updates

HR - Health Insurance - GatorGradCare and PostDocCare

Vendor Change

Replace the current Student Resources vendor with the

BCBS of Florida vendor for GatorGradCare and

PostDocCare plans.

UF SharePoint 2010 - Search and Replace of

Undergraduate Catalog

A simple user interface and functionality for a

SharePoint (2010) Site Collection Administrator to

perform a search and replace for text in all wiki pages in

all libraries in a site collection.

HR - Process to Replace FBP Earnings Codes on

Department Budget Table

Distribution process that does not add the rows to the

department budget table for each earnings code.

HR - Implement TALX electronic onboarding including, I-

9 and E-Verify

Improve the employee hire or "onboarding" process by

working with the third party vendor TALX to automate

the payroll sign-up process including the I-9 and E-Verify

SA - Apply 2011 PeopleSoft Bundles and Updates Apply 2011 PeopleSoft Bundles and Updates

HR - Apply HR Tax Update 11B & 11C

PeopleSoft releases tax updates on a regular basis.

Depending on the time of the year, different tax updates

will have different content.

HR 9.1 Application Upgrade HR 9.1 Application Upgrade

HR - 2011 Retirement Legislation

Due to new legislation that is expected to be approved

by Governor Scott, employees will be required to

contribute 3% to retirement.

SUDS Conversion for Admissions Data

The existing admissions application needs to be updated

to support and utilize new SUDS methodologies for

reporting admissions data to BOG.

Enterprise Portal 9.1 UpgradeUPgrade of the Portal application to 9.1, tools set to

8.51, and Oracle database version to 11G

HR - Windstar/PeopleSoft Interface

The Windstar/PeopleSoft HRMS Interface is being

requested to more accurately coordinate and record the

tax and immigration information shared between the

Windstar and PeopleSoft HRMS databases.

SR: Proposal Enhancements (DSR Worklist, Enable 9 mo

Faculty, and Professionals Optimization)

SR: Extend Proposal functionality to add critical fieds to

DSR Worklists, enable use of 9 month faculty during the

summer, and exclude Dean, Chair, and DSR roles from

Professionals and Budget Details.

SA - Return of Title IV Aid and Modular Courses

SA - The current return of Title IV process needs to be

updated to comply with the new rule changes (so that it

correctly handles students who have received Title IV aid

and who drop modular courses).

SA - Automate/expand Distance Learning Fees

SA - Update existing systems to handle requesting and

approving Distance Learning fees, assessment of

approved distance learning fees, and accurate display of

fee charges on the Sched of Courses.

ES-E SharePoint 2010 Implementaiton

To assess the current SP 2003 site and migrate to SP

2010 with an eye towards integrating with the rest of UF-

IT.

O'Connell Center Graduation Project

This project will replace the current manual method of

data collection and presentation used during University

of Florida graduation ceremonies with a more

automated process.

HR Enhancement - FELLOWS Addl Pay via ePAF

Currently, ePAF is restricted for use with FELLOWS to

only hires and terminations. The need exists to have

Addl Pay actions also available through ePAF for

HR Enhancement - HAMS Record Delete Functionality

The Workforce Monitoring > Record Medical Exam

Results > Physical Exam screen is used to house HAMS

exam results. Currently there is no functionality to

HR - Online Promotion and Tenure - Phase 2

The goals are to integrate additional data from the GIMS

and Course Evaluation systems for automatic inclusion

into the packet and provide Self Service/Upload

applications for Publications.

Upgrade Quality Center to QC 11Upgrade HP Quality Center from Version 10 to Version

11

BI Tuning Project- Fall 2011

To build out RPT, record the BI test set, implement the

tuning recommendations of three separate consultants

(Job Miller, Jeff Reiter, and Jim Patriquin)

PeopleSoft PeopleTools 8.51.xx Upgrade

PeopleSoft PeopleTools 8.51.xx Upgrade: Campus

Solutions Enterprise Performance Management

Financials HRMS Portal

SIS - Innovation Academy

SIS - Update Admissions, Student Records, SFA, and

Student Financials systems to manage and track

students in the Innovation Academy program.

GRE Test Score Changes GRE Test Score Changes

UF IT Project Portfolio Initiative UF IT Project Portfolio Initiative

My Assets

On-line interface that will assist end users with

completing common transactions related to Asset

management

Energy Dashboards

FPC, with PPD and the Office of Sustainability, is working

on developing energy dashboards to be deployed in all

new facilities. The dashboards are intended to give

occupants feedback on facilities energy usage and help

occupants change behavior to save energy and related

costs

Carbon Database

FPC will be assuming the responsibility to track UF's

carbon inventory for reporting and analysis. This is a

campus-wide effort will pull data from multiple sources

and is required to meet UF's goal of become carbon

neutral. This project is based in the Office of

Sustainability.

VIVO (Gator Scholar)

Create a semantic web database of faculty activites,

publications and interests supporting search and

production of faculty web sites

Centralized logging

Develop system for gathering logs from enterprise

authentication systems to streamline data aggregation

and incident response

FISMA strategyDevelop approaches to improve compliance with FISMA

standards for information security

Secure file transfer capabilityIdentify and recommend a scalable secure file transfer

methodology for research and clinical use.

Mgt of security policies and standardsImprove the management of security policies and

standards

Secure Communication Strategy

Identify and recommend an approach to secure

communication. Needed for communication with

students, with patients, within research teams.

Create Information Security and Compliance

Implement the ITAP recommendation to create a single

IT Security and Compliance group at the University of

Florida (UF), reporting to the CIO, improving the

university’s efforts to assess risk and protect its

information and computing assets

Online Data Security Training ModulesImprove online training modules for CyberSafeguards of

UF Restricted Data

Network Access Control, Phase IIImprove posture assessment prior to connection of

WiPA hosts

Data DiscoveryFind Restricted Data before it's exposed. Minimize

locations where Restricted Data is stored.

Registration of Hosts that Store Restricted DataImprove records of hosts authorized to store Restricted

Data.

Risk Management PilotDemonstrate value of risk management by conducting a

few engagements

FireEye Intrusion Detection ApplianceAdd FireEye to intrusion detection tools to catch threats

missed by Snort

Encryption Key ManagementCentral management of encryption keys to ensure

availability of data assets.

Two-Factor Authentication PilotIdentify and recommend a second authentication factor

to protect UF's most critical assets

Federal Ethnicity ChangesComply with federal requirements for coding race as

multi-valued. Effects all student systems.

Build out reporting features for evaluations.ufl Improve evaluation application for departmental use

Photographic class rolesProvide student photos with student names for class

rolls

On-line election systemsExpand application at voting.senate.ufl.edu to be a

general purpose voting or survey system

Evaluations.ufl.edu strategic reviewReview evaluations.ufl.edu for future owner, funding

and use.

CI- Enhancement - Shands Directory Interface Assist Shands with utilizing API's and Directory data.

Secure electronic forms for SFA

Replace on-line PDFs with on-line live forms which

students can digitally sign and securely transmit for

processing by SFA.

Florida Opportunity Scholars change in hours enrolled

requirement

In order to disburse Fla Opp Scholarship student must be

enrolled for 15 hours. They can get all other aid while

taking only 12 hours

Automate calculating Fla Bright Futures for students

with transient hoursCurrently this is a manual process

Include Overseas hours in the renewal process for

scholarshipsCurrently this is a manual process

Year Round PellChange in Federal regulations allow for full time PELL

disbursement for every term student is enrolled.

Third Party Donor, Waiver and Prepaid

Bridges will send SFA summer term information. In

legacy SFA received a session identifier as well as a term.

People Soft does not maintain session data. SFA needs

to brake this data down for each session

Student budgets for Summer PELL eligible from 09-10

application

New federal regulations allow UF to disburse summer 08-

09 PELL to students from their 09-10 application. Since

all of our files are year dependent we must read data

from different sources in order to create the budgets.

All our processes for each academic year hinge on the

federal application.

Electronic Output Reduce the volume of reports we print every night

Track Advisors Student/Parent Contact

Create a tracking system so advisors will know if student

is seeing several advisors the same day hoping for

different results. Also data will be used to send a survey

to each student each week.

Experimental site is going away

Federal regulations allows UF to not do some processes

because we are an experimental site. Current

legistation requires UF to remove the experimental site

code and implement the other processes we were not

doing. This will greatly impact the way we calculate

Stafford Loans

Fla Bright Futures receipents will be required to refund

scholarship when they drop a course

Current legistation changes, if passed, will require the

student to repay scholarships when they drop a class

even if they are fee liable for the course. SFA will create

a system to monitor enrollment, set up the paybacks,

notify the students, and return the money to

Tallahassee.

Module CoursesSFA will need to design a way to inculde module course

into all of our processes

Special Programs

SFA maintains a file that tracks students who study

abroad, are transients, or are in consortium programs.

We need to add Trip costs to this process.

Direct Deposit flag form UFS/BridgesData that we got from the legacy system that we have

not been receiving from the People Soft

Out of State residency for some graduate students

UF is chaning the way they identify graduate students

who are getting the out of station portion of their fees

waived. SFA will have to change many processes to

accommodate the new flag

May Intersession

Classes will be between Spring and Summer-A term

Studtents will be eligible for Financial aid. Hours will

count towards the summer-A load. Mini session will be

over before Sum-A starts. Can't pay Summer-A monies

until Summer-A starts. Need to figure out how to pay

these students.

Tracking System for payback transactions

Create n EAGLe page so SFA staff can see all the

transactions a student has made towards paying back

financial aid

Create 10-11 Financial Aid files for new academic yearSFA needs to have the first layer of files in production by

Jan 1st to accept the new academic year applications

Create 10-11 batch jobs for new academic yearSFA needs to have the first layer of files in production by

Jan 1st to accept the new academic year applications

Earlier Estimator

SFA puts up a WEB page that the Admissions office uses

while on the road recruiting. Students can use this site

to get a rough estimate of the financail aid they would

receive.

Net price estimatorStudents can use this site to get a rough estimate of the

financail aid they would receive.

Summer Financial Aid application (ISIS page)

SFA will use a summer aid application to reduce the

number of problems we have during summer

disbursements

Summer Financial Aid application (Track file) Sore data from ISIS on SFA Tracking file

Summer Financial Aid application (Loan calculations) Calculate loans to match students summer enrollment

Summer Financial Aid application (PELL calculations) Calculate loans to match students summer enrollment

Summer Financial Aid application (Emails) Notify Students of new summer application and process.

Student budgets for Summer 09/10 PELL and AIM

Students from 09-10 Federal application

FTIC students paid from 09/10 applications for summer

term.

Student budgets for Summer 09/10 PELL and AIM

Students from 10-11 Federal application

FTIC students are not required to apply for both 09/10

and 10/11 federal aid. We can pay 09/10 aid from the

10/11 application using summer term as the header.

10-11 Automated Package

Make aid offers according to federal, state and UF

policies to students who will be attend the university in

10/11

10-11 Automated Packaging Predicts

Using the data on the 09/10 award file we can forcast

some of the aid from outsides sources that the students

will be receiving

On-Line Budget TableCreating a budget component table using EAGLE screen

for users to enter/update values.

10/11 Verification ProcessFederal regulations request Uf to verify data on studetns

applications w/IRS, Immigration, etc.

Quality Assurance

Federal Regulations require UF to run a Quality

Assurance process against the financial records ever

other year. 10/11 is a required year

10/11 Special Program Monitor process for students that are studing abroad.

10/11 Checks ProcessingProcess for outside donor checks to be deposited and

disbursed to the student

10/11 Scholarship ProcessingProcess for monitoring for donor based SFA

scholarships.

10/11 Bright FuturesUF interacts with Tallahassee for students eligible to

receive Florida Bright Futurescholarship

10/11 Loan ProcessingUsing the 10/11 student application system to process

stafford loans. Data is exchanged with Federal servicers

COD Plus ProcessThe old Federal Plus loan data exchange process is now

being automated

State Programs Grade & HourReporting grades and hours to Tallahassee for renewal

eligibliity for all state programs

Admissions Scholarship Processing

Once grades are posted at the end of spring term,

predited awards will become real awards if student

meets all renewal criteria. If not student must petition

ISIS Scholarship Petitions

Add new status flag to SFA ISIS page so students will

know they need to petition their scholarship. Data will

be updated as petition is processed.

ISIS Academic Progress Petitions

Add new status element to notify the student that an

academic progress petition needs to be completed and

show the date we process it.

State Program Reconciliation

A complete re-write is required, due to the new ruling

for the dropped hour payback in the state program

reconciliation process.

IRA (Institution Reimbursement Account)

Required a re-write to now use 2 different Dept Flex

accounts for State Program processing. All refunded

monies will go into the new Dept Flex to pay back

Tallahassee.

Summer Aid Processing

Summer Aid for C-term is now all being paid during the A

term. This affected several processings: Loans,

Paybacks, Budgets, Rolling Revisions….

Summer Law

Due to a Late start date for the Law school

accommodations need to be made to hold aid until law

school classes begin

Spring CancellationsRemove awards for students that did not attened Spring

term.

Redesign/simplify summer processingSimplify, across the multi systems the current processing

for Summer, using the 3 terms processing.

Redesign/Automate Private LoansRedesign current Private loan process to use excel/data

base files from vendors.

Legislative changes for Bright FuturesModify current Bright Futures programs to reflect

changes from the resent legislative changes.

On-line Chat Student with advisorNew process to allow studetns to Chat with Advisors

about financial aid issues

Implement changes to ISIS Modify current process as a result of survey findings

Automate complianceCurrently online updates are not audited before

disbursement, if disbursed within the same day

Modify Academic ProgressUpdate current Academic Progress process using the

new mandated Federal guidelines.

Automate document imaging systemAllow images to be sent to domument imaging system

via electronic process

11/12 Tracking Process Create the 11/12 Application Tracking process

11/12 EDE processCreate the 11/12 EDE process for federal application

information

11/12 SNA processCreate the 11/12 Student Needs Analysis process for the

federal applications

11/12 Award process Create the 11/12 students financial aid award files.

EOY reports End of Year data reporting: FISAP, BOG and FACTBOOK

Law EOY reports ABA End of Year reporting for the college of LAW

Pell Spring CalculationsModify Spring PELL calculation process to implement

new federal regulations for accelerated progression.

Spring Florida Bright Futures

Current legistation changes require, starting Spring term,

SFA to award graduation students, that qualify, an extra

term of aid.

Net Pric Calculator

SFA is required by Federal Regulations to implement a

new Net-Price Calculator for parents of potential

students to calculate their cost of attendace and

financial aid eligibility.

College Awarded Scholarships

Design a system that will allow colleges to use aWEB

based application to submit scholarships to the financial

aid office.

Spring LoansCalculate Spring only Stafford loans from the Federa;

Applications

11/12 Special ProgramsSFA maintains a file that tracks students who study

abroad, are transients, or are in consortium programs.

11/12 Checks ProcessingProcess for outside donor checks to be deposited and

disbursed to the student

11/12 Scholarship ProcessingProcess for monitoring for donor based SFA

scholarships.

11/12 Bright FuturesUF interacts with Tallahassee for students eligible to

receive Florida Bright Future scholarship

11/12 Loan ProcessingUsing the 11/12 student application system to process

stafford loans. Data is exchanged with Federal servicers

11/12 COD Plus ProcessMaintain Federal Plus and Gplus loan data exchange

process.

11/12 State Programs Grade & HourReporting grades and hours to Tallahassee for renewal

eligibliity for all state programs

11/12 Work Permits Maintain a Work Permit Process and and Printing system

Student Info Release Data EntryCreate a new data entry process for Student Info

Release forms

Inovation AcademyDesign new systems to calculate awards based on the

new Spring/Summer Cohort

Early Disb for Financial AidUpdate current Fall payment process to allow payments

prior to term begin date.

FOS History ExcMaintain a FOS History Exc file for Student Affairs VP

office

NON-FOS History ExcMaintain a NON-FOS History Exc file for Student Affairs

VP office

On-line Course Catalog

Provide a work-flow controlled process to provide

updates to the official annually published UF Course

Catalog

New Grad student admission applicationReplace VSAM based application with a data base driven

application with enhanced capabilities

Board of Education (BOE) data warehouse interfaceAdd State University Data System (SUDS) data to the

current data warehouse

Admissions Recruitment Mgt Phase 2

Build and sustain effective relationships. Deliver high

touch personalized communication to reach our target

population. Target and campaign select market

segments to yield the best possible freshman cohort.

Admissions Recruitment Mgt Phase 3

Evaluate the effectiveness of campaign strategies to

determine the return on investment and future

planning. Access analytics and real time tracking to view

current results mapped to predetermined goals and

enact changes in strategy as needed.

Undergrad 2010 application enhancementsUpdate the application to conform to the new

requirements of the Admission Office

Interface to Board of Education (BOE) /SUDS system for

termly and annual reporting to Board of Governors

Create pages, tables and batch jobs to build and edit the

BOE SUDS tables prior to submission

New batch job scheduling systemCreate a more flexible system to schedule/release batch

jobs

Refine JAMS for BOEAdapt JAMS to produce termly and annual BOE

submission reports

Minus GradesImplement the function to allow graders to assign minus

grades in all UF course work

Gordon Rule evaluationImplement the capability to grade Gordon Rule

separately from the grade given to the class work

Grades anytimeAllow sections in a term to be graded as they finish

instead of at the end of the regular term

Enhancements to student and department registration

systems and student registration system.

The next set of enhancements to departmental

registration system to continue to make it more user

friendly for colleges and departments. The specific

enhancements to be addressed for this release will be

determined when work starts

Course schedulinjg and exam system upgrades

The next set of enhancements to the course scheduling

and exam scheduling systems to continue to make it

more user friendly for colleges and departments. The

specific enhancements to be addressed for this release

will be determined when work starts

Transcript charging enhancements

Edits for offline conversion, email and address required,

check correction, search by check number, refund

report, adjust signature flash, Study abroad not charged

correctly, display name on 3rd party billing, edits for split

payment for overpay and under pay , special handling

codes, batch internal screen process, RA63EXPR not

working, add disclaimer, fed-x interface, electronic

upload of forms, replace magnifying glass with click

here,

Athlete certification system

Streamline workflow, eligibility and enrollments tracking

as well as more automated reporting to external

agencies

Diploma reorders and charging

Provide a student self service interface to allow the

student to order additional copies of their diploma and

pay online through epay

Instructor workload on web

Migrate from the current text based user interface to a

web based entry system with other identified

enhancements to increase functionality and granularity

of security

Eliminate UUID from Student Data Warehouse

UUID is provided in the student data warehouse. 2/3 of

the UUID values are SSN values. SSN should not be

stored in the Student Data Warehouse. UUID will be

replaced with UFID, both in data and key values.

Significant coordination with data consumers will be

required.

Fellowship Tracking System

Develop a new application to track awards under the

Alumni Fellowship program. 1000 graduate students

have these awards. Track financial information as well

as academic productivity of the recipients for cohort

analysis.

Grad School Job Placement

Track job placement for program graduates. This will

enable colleges to maintain the data, allowing the

consolidation of information for reporting purposes.

Creation of Self Service Event scheduling system for

campus

Need to add infrastructure to enable seamless

integration to the course scheduling system

Integrated Admissions Processing for Transfers

Automate many of the processes used for transfer

admissions, like making the process web based instead

of using paper applications

New Test Scores Import

Add more electronic test score imports to the ARMS

system. Provides automated matching, more timely

updates and better information for the admissions

officers

Admissions Decision NotificationImprove customer service level due to high demand for

a short duration.

Graduate Admissions Electronic Referral

Re-envision an enhanced Grad e-referral process with

colleges and departments, simplifying workflow where

possible, and integrate with Admissions Office

processing.

Update the VA processing to comply with the new GI Bill

requirements

Incorporate chapter 33 van benefits and new regulations

into all processes.

New Alcohol Education interface Replace existing vendor with new vendor interface

Updating the Cancel/Withdrawal processing to

correspond to the new rules

Revenue generation removing the old cancel non

pay/not fee liable and replacing with withdrawn non

pay but still fee liable.

2009-2010 Course Catalog Create undergraduate catalog on web.

New ethnicities requirementResurvey all students and adding new granularity

collection and reporting functionality

Interface to Student Loan Clearinghouse self service

product

Provide self service enrollment certification to students

through the National Student Clearing House

Developing robust workflow engine

A work flow engine that can meet the needs of at least 5

levels of approval required in many student records'

processes to automate them.

Student self service adds, drops and withdrawals on the

web, including workflow for approvals.

Student self service adds, drops and withdrawals on the

web, including workflow for approvals and calendar

management system provide access when appropriate.

Self Service Non Degree application interactive to

Student Records system

Development of interactive non degree application

form on web and creation of workflow to make it useful

for on campus students as well as those in special/off

campus programs.

Undergraduate and graduate course creation and

approval system

Develop new system including workflow for course

creation and approval development process to flow all

the way up to SCNS and then back to curriculum

inventory.

Convert all internally printed output to be viewed on

line in a secure environment

Continue to reduce the costs and impact of printing on

paper. This also facilitates the archival in a convenient

manner and provides data in secure format that allows

users to slice and dice the data to get the answers

needed for management decisions.

Convert all generated reporting be viewed/downloaded

from ISISAdmin

Move all reports, electronic and printed, for internal and

external campus clients to this environment for

enhanced security and convenience

Implementation of ALEKS for math

prerequisite checking.

Interface to outside vendor to implement Math

competency exam for students.

CLAST UpgradesStreamline and automate processing -repeal of CLAST

will have new system requirements

Online change of grade process

Online Change of Grade system for faculty to submit

grade changes in a secure environment including

workflow

S/U option self service Automate S/U option self service for student

Create a "Build Offline Record" screenCombine data required to be completed using multiple

screens down to one view for updating and checking.

Dependency Status for FERPA Compliance

Code students as to their dependency status, all UF folks

could look in one place and not have to put everyone

through so many hoops because the campus is so

decentralized.

Degree Certification Enhancements

DB2 Degree file - to replace screens 365, dcb and paper

output. Add multiple majors to degree certification

process, Self Service late degree application and minor

application including work flow.

Enhance communication opportunities using Secure

Internet Messaging (SIM)

Repeat Course letters- move to SIM, email notification

to students registration holds, enrollment changes,

grade changes, and record changes.

Add new screens to ISIS Admin for campus users Add screens INU and 741 to ISIS Admin

Grades anytime enhancementsChange batch support for the collection and posting of

grades for non-traditional terms

Transfer Admissions Applicant DashboardProvide colleges and departments daily dashboard for

processing transfer admissions

UF FACTS AppsUpdate FACTS app interface to allow UF applications

through FACTS

Admissions BoG/SUDS system for termly and annual

reporting to Board of Governors

Build new BOG Submission Process & tables for

Admissions including batch jobs to build and web pages

to edit the BOE SUDS tables prior to submission

Transfer Admissions Managment DashboardProvide admissions, colleges and departments a

historical dashboard for reviewing transfer admissions

GRE electronic record layout change effective on June 1,

2010.

Changes to the GRE electronic record layout that will

become effective on June 1, 2010.

Undergrad 2011 application enhancementsUpdate the application to conform to the new

requirements of the Admission Office

Grad 2011 application enhancementsUpdate the application to conform to the new

requirements of the Admission Office and BoG

UF Phonebook improvements Improve UF Phonebook application, especially search

High Availability ufl.edu

Review expectations with system and personnel

availability to meet requirements for emergency

communication channel and home page

Improve UF Google Search Improve UF Google Search including advanced features

UF Calendar improvementA future project to update calendar.ufl.edu could include

a UF enterprise wide calendar application.

Build out initial features for approval.uflNext phase of development for the approval.ufl.

Application

VirtualTour Rebuild Improve virtualtour.ufl.edu

UFL.EDU refresh Refresh UFL.EDU

UF Specific Web Crawler

Create web crawler to collect information on pages

under ufl.edu and related domains for use in improving

overal Web presence of UF. Coordinate with Information

Security to identify potential risk of pages.

UF Social Media Review and Coordination

Survey existing social media accounts across UF units.

Coorindate where possible in conjuncitiion with

University Relations to make branding and message

consistent and appropriate. Propogate best practice

information.

Risk reduction effort, privacy and IT SecurityCreate a simple one page introduction to different issues

that are high risk areas for UF