The University’s fiscal year ends on Thursday, June 30, and there are some important dates and reminders to note:
- Expenses submitted prior to June 30 which are for travel or events occurring in fiscal year 2020 will be accrued, and paid against the fiscal year 2020 budget.
- Reimbursement and Payment Request forms to be paid against the fiscal year 2019 budget need to be submitted to the controller’s office no later than Friday, July 12.
- All goods and services purchased must be received by June 30. Any deliveries received after June 30 will be charged to the fiscal year 2020 budget.
For more information on all fiscal year-end procedures see “Fiscal Year-End Procedures” on the Controller’s Office webpage, or contact Lori Watson at x7393 or duax@up.edu.
To facilitate easier transaction coding and to improve financial controls, the controller’s office has asked Barnes & Noble to discontinue having open departmental accounts at the University bookstore, according to 
Please join the Office of Financial Affairs as we say goodbye to Rowena Bramlette, assistant vice president for budgeting.
Given the possibility of an inclement weather-related campus shutdown this week, Eric Barger from the Office of the Controller would like to remind University employees of the payroll policy that applies to such days. Hourly employees must record holiday time for any closure days for which they are usually scheduled and record regular time for time during which they work. When the two overlap, you are paid for both the holiday and the time worked – effectively double-time. Note that if you pick up an extra shift and work on a holiday or shutdown day for which you not regularly scheduled, you should record both regular and holiday (you’ve been added to the schedule that day, so it becomes a “scheduled shift”). The details are below. Another way to think about this is that the “shutdown” days are now treated just the same as holidays have been treated all along. We will no longer use the “floating holiday bank” system for shutdown days.
For many years, the University has been able to sell Tri-Met bus and light rail passes through the Office of Public Safety, including subsidized monthly passes. Unfortunately, due to the imposition of new federal taxes on transportation discounts and changes in Tri-Met administrative processes, we can no longer offer this benefit to our students, faculty, or staff. There is a limited inventory of books of 10 individual tickets that public safety will sell until they are gone.
All faculty and staff are invited to join in caroling at Assumption Village, a North Portland senior and assisted living facility, on Sunday, December 16, from 1 to 2 p.m. There will be treats, song books, and the incomparable Maureen Briare on piano. To join the fun or get more information, contact Ellen Radcliffe, controller’s office, at 
With the holidays rapidly approaching, the controller’s office would like to make the campus community aware of the following:
Beginning in July of this year, the State of Oregon is levying a 0.1% state-wide transit tax on all salaries and wages. UP employees will see a new deduction code, “SWT” (for state-wide transit) on paychecks beginning July 20. The July 5 and 10 paychecks are payments for work performed in June and are, therefore, not subject to this tax.
Tax reform legislation enacted in December, 2017 makes a number of changes for 2018 that affect individual taxpayers. The IRS has released the 2018 Form W-4, and has updated the IRS withholding calculator in order to assist taxpayers in determining the appropriate withholding allowances for the 2018 tax year.