M E M O R A N D U M
To: Funding Unit Expenditure (FX) Data Reporters
College Expenditure (CP) Data Reporters
From: Harold Horton, Director, HEI
Stephanie McCann, Assistant Director, HEI
Michael Long, HEI Analyst
Date: October 18, 2001
Re: FX and CP File for FY2001
Cc: HEI Liaisons
Rich Petrick, Vice Chancellor for Finance
Harold Horton, Director of HEI
Andy Lechler, Senior Analyst
William Wagner, Financial Analyst, Budget & Resource
Planning,
In July of 2000 we announced a reorganization of the financial files affecting
the FY 2000 submissions and the FY 2001 submissions (http://regents.ohio.gov/hei/datasubdoc/memos/genfinmemos.html).
Among the changes outlined for FY 2001 was the elimination of the Funding
Unit Inventory (FI) file and the addition of a "college" field to the
Funding Unit Expenditure (FX) file in order to tie Funding Units to the
"colleges" reported in the College Expenditure (CP) file for those campuses
that report a CP file. Campus officials indicated that the proposed reporting
scheme was acceptable and starting Summer term 2000 we eliminated the
Funding Unit Expenditure (FI) file.
Consistent with this scheme we have added a "College" field to the Funding
Unit Expenditure (FX)
(http://regents.ohio.gov/hei/datasubdoc/financial/practice/fxfile.html)
in order to link "Colleges" reported in the College Expenditure (CP) file
to funding units in the Funding Unit Expenditure (FX) file for the upcoming
financial data collection. Those campuses reporting a CP submission should
report values in the College field in the FX consistent with values reported
for Colleges in their CP submission. Those campuses not reporting a CP
submission should report "NA" in the field. Campuses that submit a CP,
but have funding units that are not part of any college should report
"NA" in the College field for those funding units.
Recall that all funding units reported in the Course Sections Taught (ST)
file throughout the fiscal year must be reported in the Funding Unit Expenditure
(FX) file. To facilitate FX reporting, we will share with institutions
a list of funding units by campus submitted in their ST submissions throughout
the year prior to the opening of the financial window.
If you have any questions or comments, please contact Michael Long at
mlong@regents.state.oh.us
or at (614) 644-6859.
MEMORANDUM
TO: Financial File Data Reporters
CC: HEI Liaisons
FROM: Harold Horton, Director, HEI
Stephanie McCann, Assistant Director, HEI
Michael Long, HEI Analyst
DATE: January 16, 2003
SUBJECT: Fund Unit Query Available for FX File Submission
Financial Data Reporters,
The edit window is now open for submission of HEI financial files. As
you are aware, all funding units reported in the Course Sections Taught(ST)
file throughout the fiscal year must be reported in the Funding
Unit Expenditure (FX) file.
To facilitate FX reporting, we have created a query that data reporters
can use to obtain an unduplicated list of funding units by campus submitted
in the ST files throughout the year. Financial file data reporters can
access this query within the Data Input Site from a link on the left side
of the page.
If you have any questions about this query, please contact Michael Long
via email or at (614) 644-6859.
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