4 Address deficiencies within Banner so that expenditures over budget are automatically rejected until a budget revision is made and the EVP for Finance provides override approval Concur Completed CFO/CIO 10/1/22

5 Name a Secretary of the Board who is not the University's President Concur Completed BOR 10/12/22

6 Improve administration of federal grant funds Concur Completed CFO 12/31/22

Provide continuous efforts to ensure that purchase orders are not circumvented; fully document any occurrence in which the PO process is not followed Concur Ongoing CFO/CIO Summer 2023

Review reliance and policies on credit cards Concur Ongoing CFO Summer 2023

Record credit card expenditures in Banner Concur Ongoing CFO Summer 2023

Address issue within system that allows for the voiding of checks in the check writing system without such voiding being noted in the Banner Concur TBD CFO/CIO TBD

Restrict access to policy repository so that policies are properly processed before being made available to staff, faculty, and students Concur TBD COS/CIO/Legal TBD

When updating or establishing new policies, use language that clearly states that the policy is replacing existing policies Concur Ongoing Legal 5/31/23

Provide routine training to personnel directly impacted by new or revised policy changes Concur Ongoing CFO/CIO/Legal/HR TBD

Staff working in federal grant expenditures should be provided adequate training so that they understand the specific requirements of each grant and federal spending in general Concur Ongoing CFO SUMMER 2023