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Vol 6, No 3 • Quality Improvement in Financial Management at the University of Washington • Autumn 2007
mind meld


To: Megan Dennis (Payroll), Lena Johnson, Eugene Sanchez
From: Barb Peterson, Director, Finance & Administration, UW Pathology
Re: Emergency Check Request 0781

Megan, Eugene and Lena - I have to say... I'm very impressed with all of the help that I've received from the Payroll staff and that HR/Employment staff on managing to get this done! Thank you all very, very much - Jennifer will be so relieved and happy. You've made me look good, but I'll be sure to let her know that it was you all that made this happen!



To: Christa Woodhull, Farida Ablang, Shawna Litterski (Payroll Office)
From: Lee Lee Lim, Payroll Coordinator, UWMC Payroll Services

Re: Payroll Class

Hi Christa, I enjoyed the payroll class last week, it was well organized and you guys did great! As you mentioned in the class about the presentation slides, I would like to have them for reference. Could you please forward them to me? Thank you!



To: Wayne Sugai (Treasury)
From: Darlene Feikema, Director of Administrative Services, Office of the Vice Provost for Student Life, UW

Re: SAF Bond

Wayne, Excellent - this is just what we need (and so quickly!) You guys are great. Thanks much.



To: Christa Woodhull (Payroll), Cheryl Manekia (Payroll) and Clarity Wolff (Payroll)
From: Farida Ablang in regards to comment by Carolyn Morgan, UW Development Office

Just wanted to let you all know that I just got off the phone with Carolyn Morgan and she said that the Online Timesheet Training was great. She was really impressed by it and her department will be making a decision in the next couple of weeks if this will work for their department at this time.


To: Frannie Gladney (Student Fiscal Services)
From: Eugene Smith, UW Student

To Whom It May Concern:

I am writing this letter to commend one of your staff Frannie Gladney. I had surgery two weeks before the mid quarter exams, by the time I was able (and released to go back to school), too much time had passed I had no choice but to drop my classes. I was dealing with Financial Aid and their communication was little to none; as a result of this I missed obtaining a work study job for the summer.

I was then sent to Frannie Gladney in Fiscal Services, where I saw a ray of hope for my situation. After telling Frannie my story she told me to have my doctor for documentation. But the outstanding thing that makes Frannie stand out is her concern for me. She was so uplifting and encouraging that I left her office with confidence and the feeling that my college education was not over due to re-payments for something out of my control.

To put the icing on the cake, when I went into Frannie’s office for the first time I had my little sister with me and Frannie spoke such encouraging words to her getting her to go back to school to achieve a master’s degree (something I had been unable to do).

It is my suggestion that you find a way to clone Frannie Gladney and put them all over the school. I have not met such a brilliant, concerned and positive member of the staff at the University of Washington to this day. If it was left up to me Frannie Gladney would be given the highest acclamation that you have to give and I do suggest that you do just that.

Sincerely, Eugene Smith


To: Payroll "Least bureaucratic and most useful office on campus
From: The customer comment box in the Payroll lobby

Keep up the great work! (Great online resources, too.)

Anonymous


To: Nancy Hurja (Student Fiscal Services)
From: Carole Soss, relative of UW Student

Dearest Nancy,

The entire Soss family extends you a big thank you for supporting us in finding a solution to the mystery fee waiver forms. You were so kind and accommodating and we all appreciate you. Have a great vacation.

Carole and Mara Soss


To: Cheryl Manekia (Payroll)
From: Hope Friedlander, Human Resources and Office Manager, UW TechTransfer

Dear Payroll,

I would like to give my appreciation for the outstanding assistance that was provided by Cheryl who guided me through the process. Thanks Cheryl.


To: Sam Castro (Payroll)
From: Merly Jones, Payroll Coordinator, UW Psychology
Re: Cancel/Reissue Check

Sam, thank you for that quick response. I always appreciate your promptness!


To: Christa Woodhull & Payroll Staff
From: Peggy Remlinger, Secretary Supervisor, Industrial Engineering, UW

Re: Open House Today

Christa: I didn't get a chance to say goodbye to you at the Open House. It's always good to see all of your co-workers at Payroll. And you, of course - because you are a lot of fun! Give my thanks to everyone in Payroll for the good hospitality.


To: Teresa Vu (Payroll)


From: The customer comment box in the Payroll lobby

Teresa was very helpful with a last minute, rush request late on a Monday and I just want to thank her for a job well done.

Anonymous


To: Farida Ablang (Payroll)
From: Lawrence Gerdts, Payroll Coordinator, Medical Oncology Administration Office, UW

Re: Wallace, Danelle-Overpay Issue on 9/15/07 PPE (9/25/07 check)

Hi Elenita, Good job on catching this and getting it resolved. Getting Farida on board right away is the best thing. Farida has always given me the best customer service and has solved all of my payroll problems in the past.


To: Wayne Sugai (Treasury)
From: Ruth Mahan, Vice Dean for Administration and Finance, School of Medicine, Dean of Medicine, UW
Re: 1616 Eastlake financing summary

Thanks Wayne. This is a great outcome. We appreciate your work on it.


To: Cindy Gregovich (Payroll) and Karen Long (Financial Services)
From: Ann Anderson (Controller)

Re: Foreign UoW staff/wired paychecks

Another one for the team! This was really quick response by Cindy and Karen to fold another employee into our foreign direct deposit/wire process. We only heard this was an issue for the PI (Carey Farquhar) yesterday. They were impressed by the quick service! And this is one of those areas (payroll) where the impact of our actions have a significant impact on specific individuals.

Kudos to both!


To: Karen Long (Financial Services) and Keli Johnson (Accounts Payable)
From: Vicki Anderson-Ellis, Assistant Director, Finance and Budget, School of Social Work

Re: A special recognition for Keli Johnson

Hi Karen, I just wanted to send a special note to you regarding the extraordinary service Keli Johnson in Accounts Payable has provided to the School of Social Work. Over the past month, she has trouble shooted payment issues and has resolved them in a time efficient and professional manner. Her demeanor on the phone is positive and helpful. Kudos to Keli and your staff. Thanks


To: Kassey Ellefson (Purchasing)
From: Randi Shapiro, Assistant Director Benefits & Work/Life, UW

Re: Submission of answers to UW Request for Quote & Qualifications

Kassy, I can't tell you how impressed and pleased I am by the excellent service you provided with this RFQQ process. We set an ambitious time line which you consistently met and you did so with a positive can-do attitude. I appreciate your integrity and professionalism in suggesting the RFQQ process over the sole-source approach. Although this was not the approach that I would have chosen initially, your sensitivity to the time issue made all the difference. It was a pleasure to work with you - thank you!


To: V’Ella Warren (VP Financial Management)
From: Ron Coley, Associate Vice Chancellor, Business and Administrative Services, UC Berkeley

Dear V’Ella:

I would like to take this opportunity to thank you for the time and effort you invested in hosting our Strategy Management Team at your Quality Awareness Class sessions.

I met with the team last week and received many glowing reports about the class, about their meeting with your dashboard team, and about the wonderful hospitality that you provided.

The discussions pertaining to the Operational Performance Dashboard and our strategic approach using pbviews were very useful and merit future discussion. The team also briefed me about your excellent training sessions and the value they provide for staff awareness of your efforts in Quality Improvement.

Especially noted by the team was the sincere and skillful manner in which each of you conducted your individual training sessions and the message it sends to your employees about your commitment. It has opened a discussion here of how we can communicate our approach to Strategy Management to our staff.

Again, I offer sincere thanks to you and your staff for providing us with a most valuable visit.

I am looking forward to more future collaborations between us.


To: Ruth Johnston and Student Fiscal Services Staff
From: Mark Ondrake, Budget/Fiscal Analyst, Otolaryngology Head and Neck Surgery, UW

Re: Student Fiscal Services - Evaluation Dr. Johnston :
Re: Payment of tuition by SFS

May I offer just a brief note of sincere thanks for the prompt services of your SFS team. As usual, the SFS workers are extremely helpful and courteous.

Over the past 5 years, as new SFS employees have processed my requests, these payments are always done quickly and accurately. Obviously, this shows that the SFS training program is well-structured and thorough.

In addition, the SFS web-based "Tuition Payment Forms" are simple, direct, and efficient.

Keep up the excellent work, your SFS team is a testament to Quality Process Improvement!


To: Frannie Gladney (Student Fiscal Services)
From: Kay Lewis, Director, Student Financial Aid, UW
Re: Scanned Document - SFS Customer Serivce Xerox

Frannie, How nice--and just what we say about you too! Thank you for helping this student.


To: Maureen Rhea (Internal Audit), Christine Wall (Financial Accounting & Tax), Martin Crabb (Financial Accounting & Tax), Zenaida Shattuck (Internal Audit), Erin Fay (Financial Accounting/Equipment Inventory)
From: Sandra Thomson, Administrative Contracting Offer, Office of Naval Research, Seattle Regional Office

Maureen, Attached is the Property Control System Analysis report. The PCSA was performed on June 7, 2007. I appreciate all the time and attention from Equipment Management and Oceanography on that day and at any time the need arises. It is greatly appreciated. Thank-you!


To: Wayne Sugai (Treasury)
From: Jane Yung, Assistant Attorney General, University of Washington Division

Re: ThankYou

Wayne: Thanks for all your helpful comments and feedback on the Children's contract. And thanks for checking in on the status. We submitted our draft (I incorporated your comments) on Tuesday, and Children's responded on Friday, which Jack forwarded to you. We appreciate your prompt and capable help.



To: Debra Adler (Accounts Payable)
From: Elizabeth Campbell-Wells, Program Assistant, MESA, UW
Re: Invoices Processed

Thank you so very much, Debra. I cannot tell you what a load is off my mind with those subcontracts (thanks to you). It was a pleasure meeting you yesterday and I hope to see you again. Thanks again, you are terrific!!!


To: Alana Askew (Treasury), Paul Jeganathan (formerly of Treasury)
From: Connie Kravas, Vice President for Development & Alumni Relations, UW
Re: Welcome

Dear Alana,

What a beautiful description Paul has provided of you. Says a lot about him as well as the "bright, intelligtent, warm-hearted and helpful" person he is introducing. I look forward to meeting you in person.

And to Paul-----our unending gratitude and affection. You are priceless in every conceivable way. We have valued your partnership and will always adore you.


To: Chris Malins (Treasury)
From: Mark Emmert, UW President
Re: UW 2007 General Revenue Bonds sold! (following the message above)

Chris, You need to learn to take credit for the good luck as, "expert market timing." A good day to sell $140M in bonds! Well done.


To: JR Sloan (Decision Support Center), Jerrica Kallio (Decision Support Center)
From: Hank Williams, Associate Director, Department of Psychiatry & Behavioral Sciences, UW
Re: Help with my reports

JR and group,

Thanks again so much for the help with the faculty reports. I know it was an unusual request for the group, but as usual, you were responsive and most helpful. It is much appreciated. Thanks again.


To: Kate Riley (Management Accounting & Analysis)
From: Ann Anderson (Controller)
Re: Cabinet Presentation

It went really well. We have some great positive feedback. In particular, after the meeting, Connie Kravas indicated that we played an important role in the process to get IHME here.

Thanks so much for your help.


To: Sumprimo Manabat (Grant & Contract Accounting)
From: Tami Sadusky (Grant & Contract Accounting)
Re: Sumprimo – we will miss you!

I knew the time would come when I would have to announce the departure of a very important and valuable person in GCA. Unfortunately, that day has arrived. Our very own Suprimo Manabat will be retiring from the UW on December 1, 2007.

Suprimo began his UW career in GCA in 1973. He has held a variety of positions over the years, starting as an Accountant then moving on to an Accountant Senior, Accounting Supervisor, Manager and his current position as Assistant Director. As you all know, Suprimo knows just about every process handled in this office and his knowledge and expertise will be missed by everyone.

But that's just the work stuff. Suprimo is not only a valuable, dedicated and intelligent person who works extremely hard he also is one of the most caring people I know. He is respected for his ability to listen closely to the concerns of others and his willingness to always help when needed no matter what the issue. If a report needs to be prepared, he'll do it; if boxes need to be hauled to the basement, he'll do it; if someone needs a ride somewhere, he'll do it. I'm not sure if I've ever heard him say no. I could go on and on but I think you all know how much Suprimo will be missed. Please join me in wishing him the best in the next phase of his life.

Suprimo - we will miss you!


To: Sumprimo Manabat (Grant & Contract Accounting)
From: V’Ella Warren (VP Financial Management)
Re: Sumprimo – we will miss you! (following the message above)

Tami I share your views of Suprimo. He is a very special person, and I will miss him.


To: David McAuliffe (Treasury)
From: Jennifer Johnston (VP Financial Management)
Re: Our Spanish speaker

David,

Thank you so much for your kind efforts this morning. Themla (originally from Venezuela) in the President's office called the woman and learned that Octavio Nava (apparently we don't use the "Flores" in the US) is a carpenter at the UW. Thelma called Octavio and all the information has been translated. The caller was EXTREMELY appreciative and you are all set with good karma for a while now. Using the "Nava" as the last name, I was able to find him easily in the directory:


To: John Watkins (Purchasing)
From: Mary Lidstrom, Vice Provost for Research, Office of Research, UW
Re: PO 443471Plasmalab order

Hi V'Ella,

I have to let you know that John Watkins in Purchasing pulled off a miracle yesterday, getting a $500K order through with a 24 hr turnaround, so a brand new faculty member in EE (Michael Hochberg) who isn't actually on campus yet could save about $300K on equipment he needs for his work. I got involved because it is being paid for from a grant that OR administers. The company had to get it done by today so they could count it in their quarterly sales, or it wasn't worth it to them.

I wasn't sure who John's supervisor is so I'm sending this message to you, but I want everyone in the chain to know that this is the kind of proactive service orientation and understanding of the issues that we want to encourage throughout the university, and I am personally very grateful to John for making the UW look fantastic!


To: Megan Dennis (Payroll) & Payroll Staff
From: Douglas Mathews, Administrator, School of Music, UW

Megan, You and everyone over there are LIFESAVERS! Since we lost Jackie Duggins to injuries that have kept her out of work for most of the last two months, we have been learning on a piecemeal basis here that a number of our faculty and students did not have their appointments set up, hence the rather large number of late requests such as this coming from Music. I just want to thank you and everyone else there for being so accommodating to us! It is greatly appreciated!


To: Ginny Montgomery (Payroll)
From: Frank Davis, Associate Director, Publication Services, UW
Re: GCU Payroll Deductions for Combined Fund Drive

FYI - Ginny has already resolved this issue, and they (GCU) will be able to make monthly contributions! Thanks again Ginny!


To: Ginny Montgomery (Payroll)
From: Randall West, HR Compensation Assistant Director, UW
Re: GCU Payroll Deductions for Combined Fund Drive (following the message above)

Ginny is great, as we all know!


To: Kirsten DeFries (Grant & Contract Accounting)
From: John Kerr, Administrator, Office of Minority Affairs & Diversity, UW

Kirsten,

First, I want to express my genuine appreciation to you for your fine efforts on behalf of OMAD. I admire and respect your contributions. Second, I want to express my thanks to you for your systematic review of the four GEAR UP programs and the IDC correcting entries.

VP Lange reviewed both the memo and the support documents. She and I met today to discuss the results. I am pleased to report that she expressed her thanks to the two of us for our efforts. Something to the effect of not liking the results, but having faith in the numbers and understanding the path we've been on.

Our next step is for me to talk to OPB about re-stating our ICR contributions. We contribute so little that we don't really expect much back. But owing funds really does cost us and I need to take up remedies with them as we roll forward.

Onward and upward!


To: GCA Team 4 (Grant & Contract Accounting)
From: Laurie Rossnagel, Administrator, Department of Biobehavioral Nursing (BNHS)

Thanks for the good service Nicole and Wendy. We love our OSP team and our Team 4 - please don't ever trade us for another school.


To: GCA Team 2 (Grant & Contract Accounting)
From: Angela Van Valkenburg, Administrator, and Will Preiss, Grant and Contract Administrator, Applied Physics Laboratory

Dear OSP and GCA Team 2,

We wanted to send a "thank you" for processing our projects and budget numbers in record time at the end of FY07. This was a tremendous help as we accounted for our FY07 revenue. We know that you have many priorities and appreciate the extra effort that you took in moving our awards through the UW system. Thank you.


To: GCA Team 2 (Grant & Contract Accounting)
From: Laurie K. Bryan, Director, Finance & Administration, College of Ocean & Fishery Sciences

I wanted to let you know that I checked in with the College units to see how our GCA TEAM 2 is working for us.

Basically the feedback indicated that we have a GCA team that's great to work with. They're perceived as having a good work ethic and an excellent customer service philosophy.

The perception is that the team has a tremendous workload and that they probably need more staff and less turnover to accomplish all that they're expected to do.


To: Marisa Honig (Grant & Contract Accounting)
From: Debbie Mercer, Grant and Contract Manager, Earth and Space Sciences, UW
Re: In regard to out of balance problem with 62-7318 1/3

Thanks Sue! Marisa is great to work with, and she is a real asset to GCA. She is always quick to respond and helpful.


To: Meg Russo (Grant & Contract Accounting)
From: Jessica Roshan Associate Administrator-Finance, School of Aquatic and Fishery Sciences, UW

I had an occasion to talk with Jessica Roshan Associate Administrator-Finance, School of Aquatic and Fishery Sciences and she said that Meg was wonderful while I was gone. She took care of things, is a pleasure to work with and very professional. "We have to keep her!" I agree!


To: Michael DeShazo (Grant & Contract Accounting)
From: Lawrie Robertson, Director, Finance and Administration, Office of the Dean

Michael and Suzette:

Thank you for taking the time to meet with our Administrators on Wednesday. We all appreciated this opportunity to clarify, learn and ask questions. Following the meeting, one of the Department Administrators said: “It is so wonderful to have the chance to pick Mike’s brain on all these issues.” I hope, Michael, that you don’t feel the loss of gray matter too seriously!

When asked why I am so enthusiastic about being at the University, I answer, “Because everyone is so committed to workable solutions and sharing.” The two of you truly embody that characteristic and it is deeply appreciated. Many thanks!


To: Grant & Contract Accounting
From: Mary Smith, Administrator, Joint Institute for the Study of the Atmosphere and Ocean, UW

I wanted to thank you for your help with our exit meeting with the auditors. It turns out that we had a very positive report and were actually congratulated for our work with the JISAO Cooperative Agreement. I think that the meeting yesterday wouldn't have gone so smoothly without Mike's presence as I was a bit frustrated up to that point!

We'll be working on the FEC process with our collaborating departments so that everyone is on board with the importance of returning those signed documents in a timely manner.

It made me feel more a part of the larger UW community when we can get the kind of support your office gave us. We feel a bit isolated down here sometimes, so your involvement meant a lot to us. Thanks again for all your help.


To: Sue Camber and Grant & Contract Accounting Staff
From: Lawrie, Administrator, School of Public Health and Community Medicine

Sue,

Please express the School of Public Health and Community Medicine's sincerest appreciation to your staff for this sacrifice of weekend time for our benefit. It is a wonderful thing to work in a place that has this degree of commitment to the greater good. All the best, Lawrie


To: Grant & Contract Accounting
From: Laurel A. Manaois, BSN, MSN Director, Otolaryngology-HNS

This is outstanding! Many thanks for all the hard work.


To: Grant & Contract Accounting
From: Will Preiss, Grant and Contract Administrator, Applied Physics Laboratory

Thanks for all your extra effort!


To: Grant & Contract Accounting
From: Danae Hollowed, Director of Finance, Meany Hall for the Performing Arts

Thanks!


To: Grant & Contract Accounting
From: Kathryn Waddell, Director of Finance and Administration, Health Sciences Administration

That's pretty amazing. Congratulations to your staff


To: Grant & Contract Accounting
From: Myrna Izidor, Division Manager, Medicine, Allergy and Infectious Disease

Thank you so much - what devotion! We are most appreciative. So sorry you had to work on a Saturday!


To: Grant & Contract Accounting
From: Roberta Fraese, Administrator, Division of Gastroenterology

Outstanding! Sue, please thank you staff for their time and dedication to this project. We appreciate their efforts.


To: Grant & Contract Accounting
From: Laurie Rossnagel, Univ of Wash. Dept. of Biobehavioral Nursing (BNHS)

Sue, we REALLY appreciate that in our dept. Closings just keep coming and coming for us, I can't imagine what it's like for you guys.


To: Grant & Contract Accounting, Team 1
From: Judy McMillan, Fiscal Specialist II, Gastroenterology, UW

I am always saying "thank you" to the Team One members at GCA. I know they have a difficult job with all the details of accounting, but they always respond quickly and offer information to help.

I especially appreciate that they are available to ask questions and are always professional but personable as well. It just makes my job easier to deal with a great group of people!

My manager and I attended the recent training seminar given by GCA managers and we both were impressed with the amount of information that was provided in two sessions. It was also nice to meet a couple people from Team One and some of the managers.


To: Danel Phelps (Grant & Contract Accounting)
From: Adrienne Biondich, M.Ed., DNP Project Manager, Family and Child Nursing, UW
Re: Kudos

I just wanted to send my appreciation for Danel Phelp's wonderful ongoing help with the my first biennium budget.