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OFFICE OF THE CHIEF FINANCIAL OFFICER CONTRACT SERVICES
FINANCIAL SUPPORT SERVICES OPERATIONS REAL ESTATE OPERATIONS
OTHER CFO & FINANCIAL SERVICES INFORMATION DOWNLOAD FORMS

Chris Kuwitzky, Assoc. VP and University CFO
Office of the Chief Financial Officer

OPERATIONS

he Chief Financial Officer (CFO) is responsible for the Controller's Office and the Contract Services & Real Estate Office. Reporting to the Vice President for Administration and Finance of the University, these departments are responsible for financial management and planning, controlling the proper use of funds in accordance with Federal, State, Regents, and University policy and procedure, preparing financial reports, and negotiating financial contracts relating to the sale of revenue bonds and investment terms.


Terri Pinkston, Controller Controller

Within the controller's unit, Financial Support Services maintains and operates the University's financial system, maintains adequate internal control over financial transactions, coordinates and reports the financial activities of the auxiliary enterprises, service units, and the Regents' Fund, and provides the liaison between the University and its external auditors, the Office of State Finance, and the Oklahoma State Regents for Higher Education.



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MISSION STATEMENT

The primary mission of the Office of the CFO and the departments therein is to serve and support the academic, research, and public service functions of the University and the various other support functions (e.g., academic support, student services, institutional support, and physical plant operations) of the University. In providing this support, we must:

  1. provide high-quality responsive support services and communications in a courteous, cheerful, and friendly manner to all of our faculty, staff and student customers;
     
  2. make each visit to our offices by our faculty, staff, and student customers a hassle-free experience; and
     
  3. find better and more efficient ways to provide support services to our faculty, staff, and student customers.

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RESPONSIBILITIES

  • Developing, coordinating, and maintaining an integrated system of financial support services, including accounting and management of financial reporting,

  • Exercising effective control over the financial resources of the University,

  • Coordinating and synthesizing financial and management data to interpret the composite financial results of operations for all levels of the University,

  • Advising on the development, coordination, and compliance with fiscal policies, procedures, and plans,

  • Analyzing, evaluating, and reporting on program accomplishments in financial terms,

  • Advising and assisting top management by providing financial management information as required to make managerial decisions, and establish organizational goals and objectives,

  • Establishing and maintaining an effective accounting and financial reporting system for the Regents' Fund. This includes the monitoring of the expenditures of these funds for compliance with donor intent.


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ORGANIZATION

Controller's
Office
303 Evans Hall (405)-325-3021 FAX: (405)-325-7487
 
Financial
Support
Services
    303 Evans Hall (405)-325-3021 FAX: (405)-325-7487
 
Regents'
Fund
    303 Evans Hall (405)-325-3021 FAX: (405)-325-7487
 
Real Estate
Operations
    3200 Marshall
Suite 220
(405)-325-6041 FAX: 360-2095
  E-MAIL: real-estate@msmailhub.oulan.ou.edu

Click on any of the "Organization" links, above, to leave this University Guide to Services and jump directly to that "Operation" on the CFO's website.

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Navigation:   (Navigation tips for this Guide section.)
The Office of the CFO departmental "sub-menu", at the top and bottom of each page of this CFO section of the University Guide to Services, contains the following menu choices:
  • Office of the Controller,
  • Financial Support Services,
  • Contract Services,
  • Real Estate Operations,
  • Download Forms, and
  • Other CFO & Financial Services Information.
The menu choice for "Other CFO & Financial Services Information" section is actually another sub-menu, which contains the following additional menu choices:

(Click on any of the underlined items, below, to jump to that page of the CFO section.)

OTHER CFO & FINANCIAL SERVICES INFORMATION


DOWNLOAD FORMS

CFO OPERATIONS

FINANCIAL SUPPORT
SERVICES OPERATIONS

DESCRIPTION OF THE
UNIVERSITY ACCOUNTING SYSTEM

ESTABLISHING
NEW ACCOUNTS

CHANGING OR
CLOSING ACCOUNTS

DEFICIT POLICY

MONTHLY REPORTS

PAYMENTS TO
THIRD PARTIES

CHECK AND WARRANT REPLACEMENT

TRAVEL

FOOD AND BEVERAGE
EXPENSE CERTIFICATION

RECORD RETENTION POLICY

CASH ADVANCES FROM
THE O.U. FOUNDATION

PETTY CASH FUNDS

POLICIES AND PROCEDURES-
-AUXILIARY ENTERPRISES/
SERVICE UNITS

POSTAGE PROCEDURES

PAYMENT OF MOVING EXPENSES

SUMMARY OF CURRENT IRS REGULATIONS AS THEY PERTAIN TO MOVING EXPENSES

TAXABLE FRINGE BENEFITS

SCHOLARSHIP AND FELLOWSHIP TAX REQUIREMENTS

SELF-SUPPORTING EDUCATIONAL
& GENERAL ACCOUNTS

REFUNDS FROM VENDORS/PAYEES

INVENTORY HELD FOR RESALE

CONFERENCE REGISTRATION FEES

REQUEST FOR CICS SERVICES

(Click on any of the underlined items, above,
to jump to that page of the CFO section.)


Click HERE to return to the TOP of this page

Click HERE to return to the TOP of this page




UNIVERSITY GUIDE TO SERVICES MENU
OFFICE OF THE CHIEF FINANCIAL OFFICER CONTRACT SERVICES
FINANCIAL SUPPORT SERVICES OPERATIONS REAL ESTATE OPERATIONS
OTHER CFO & FINANCIAL SERVICES INFORMATION DOWNLOAD FORMS
OFFICE OF THE CHIEF FINANCIAL OFFICER

Click HERE to leave the CFO section of the UNIVERSITY GUIDE TO SERVICES and jump to the CFO's own website.


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Sponsor: OU Office of Administration and Finance — Developer: Richard M. Hamilton, OUPD
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