Sugar/CRM Demo Sessions Scheduled

As we move forward on the integration of SugarCRM, it is now time to begin revealing the progress we have made!  Starting next week, we will be holding weekly ‘Demo’ sessions in the Family Room at Eddy Street Commons.

The purpose of these sessions will be to familiarize you with SugarCRM’s capabilities.  These sessions will allow you to start learning Sugar’s layout, tools, and overall design before training and go live on August 1st.

Two sessions (Session A or Session B) will be offered each week.  While the demonstration topics will change from week to week, you do not need to attend both session A and session B as they will be demonstrating the same thing.  Demo A Sessions will be held Tuesdays at 11am EST with one substitute Wednesday.  Demo B Sessions will be held Thursdays at 2pm EST.  Sessions will last approximately one hour and snacks will be provided.  For off-site folks, the training sessions will also be available via WebEx.

Many thanks to all of you who have assisted in the implementation of SugarCRM thus far.

-The SugarCRM core team

Endeavor Deadline: June 23rd

University Relations Colleagues:

The University is making changes to the Endeavor application that will impact performance reviews that are incomplete.  June 23rd is the last day to complete the process for open performance reviews.  If you have not completed Step 7 to electronically “sign off” on the review and “send forward”, please login and complete this step before June 23rd.   Endeavor will be closed June 24th thru July 4th for upgrades.  Any open performance reviews as of June 24th will be marked as complete at the last step and will no longer be available for editing.

The updated version of Endeavor will be available on July 5th.  You will be able to enter your 2011-2012 goals at this time.

Mary Ellen Koepfle, C.P.A., Director, Finance and Administration

UND ’96, SMC ’78

University Relations,  1100 Grace Hall, University of Notre Dame

Notre Dame, Indiana   46556

(574) 631-9903 (office)     (574) 631-8519 (fax)

Please Note Fiscal Year End Deadlines

Fiscal year end is coming soon and I want to make sure everyone is aware of the deadlines associated with the close of the fiscal year.  I have highlighted some key deadlines to bring to your attention.  A full listing  of the Fiscal 2011 Year-End Closing Schedule is available at the following website:  http://controller.nd.edu/documents/FY11YEClose_Campus.pdf

  • June 10buyND Purchase Requisitions greater than $5,000, but less than $25,000 must be submitted.
  • June 24 – Facilities Operations must receive work requests by 4:30 pm for work orders to be created in the old fiscal year
  • June 24 – Cut-off for pro-card, Fed-ex Kinko, and food service charges for FY 2011.  Charges after June 24 will post to FY 2012.
  • June 30 – Last day to submit buyND catalog requisitions and purchase orders processed under $5,000 in the old fiscal year.
  • June 30 – Deposits made on or before June 30th will automatically be credit to the old fiscal year.
  • July 1buyND purchase orders will be placed with new year funds.  Submit requisitions for blanket orders.
  • July 1 – Deposits made between July 1st and July 8th should clearly indicated OLD YEAR  or NEW YEAR.
  • July 5 – Expense reports (in paper form) and Check Requisition forms related to the old year must be received in Accounts Payable by 5:00
  • July 5 –  Expense reports via travel ND must be submitted by 11:59 pm.
  • July 8 – Journal entries must be in Accounting by noon for OLD YEAR processing.
  • July 9 – Standard reports reflecting activity through the first close of the general ledge will be available via GLez.
  • July 14 – campus final close

Please feel free to contact me, Brenda Carr, Brad Goff, or Doug Leyes if you have any questions concerning year-end.

Mary Ellen Koepfle, C.P.A.

UND ’96, SMC ’78

Director, Finance and Administration,   University Relations

1100 Grace Hall,      University of Notre Dame             Notre Dame, Indiana   46556

(574) 631-9903 (office)     (574) 631-8519 (fax)

Welcome Sean Brian Meihaus!

We are pleased to announce that Sean Brian Meihaus arrived Monday, June 6, at 5:03 a.m. Sean weighed in at 9 pounds, 3 ounces. Proud parents, Megan and Brian, and big sister, Erin, are all doing great, and thank everyone for their prayers.

Well wishes may be sent to:

3 Sierra Circle                Aliso Viejo, CA 92656

Megan will be on maternity leave until the end of August.

Please direct any work-related questions to Dana Weber while Megan is on leave.

Congratulations, Megan and family!

 

New positions within Individual and Institutional Giving

Several new positions within Individual and Institutional Giving are now posted on the HR jobs website.  These positions include the following:

 

1)       Associate Director of Regional Development,

2)      Administrative Assistant Regional Development,

3)      Associate Director, Athletics Advancement,

4)      Sr. Director, Development Western Region.

 

The first three postings will remain open through the end of next week.  A preferred candidate has been identified for the Sr. Director of the Western Region.  If you have interest in a position or wish to recommend someone please contact Melanie Davis atmdavis21@nd.edu.

 

Thank you for your consideration,

Joe

Changes in West Fundraising Team

Dear Team,

 

A quick announcement to bring everyone up to speed.  Last week, we informed  the western fundraising team that Tim McOsker will be stepping down as the Sr. Director of the division.   Effective July 15, Tim will assume the role of Regional Director in the west, based out of L.A.  We posted the Sr. Director role this past Friday.

 

I want to thank Tim for his two years of service as Sr. Director and wish him well in his new role.

 

Tim stepped in at a time two years ago when we were in dire need of help in the West.  His leadership and direction helped us post two outstanding years, as we closed out this record breaking Spirit of Notre Dame Campaign.  We are all in debt to Tim for his service and look forward to significant contributions moving forward in his new role.

 

Wishing you all the best,

 

Joe

Announcement of Position Posting-Spirituality Program Director

The Notre Dame Alumni Association will be posting the position of Spirituality Program Director.

 

The Spirituality Program Director (SPD) works with the Director, Alumni Programs  and the NDAA to manage all spirituality programs (current examples are: Pray.nd.edu, Tender Strong and True, etc.).  The SPD also plays a key role supporting the existing group leadership (e.g. alumni board regional directors, club/class presidents, etc.). The SPD works with the Director, Alumni Programs to determine annual and long range participation goals for existing spirituality programs as well as new programming and planning.

 

Qualified candidates will have an undergraduate degree and a minimum of 6 years experience in the field of spirituality programming or other related areas. A preferred qualification is a PhD. The SPD must be able to build and cultivate excellent relationships with peers, colleagues, on-campus constituents, volunteers, and ND alumni, parents, and friends. A detailed position description will be posted on the ND jobs site.

 

Please note if you have interest in this position or wish to recommend someone please contact the recruiter for University Relations, Melanie Davis, at mdavis21@nd.edu.

 

Thank you for your consideration,

 

 

Marc D. Burdell ’87

Director, Alumni Programs

Spirit of Notre Dame e-magazine

Dear UR Colleagues:

 

Later this week the Spirit e-magazine will be sent electronically through an email from Lou Nanni to all alumni, parents and friends with email addresses. It focuses on the critical need of financial aid. The students featured are the same students whose stories were shared in the printed copy of the Spirit newsletter last month. Here is the advanced link: http://www.pursuantmedia.com/notredame/spirit/0511/

 

Please let me know if you have any questions,

 

Katherine Lane

 

Spirit of Notre Dame e-magazine

Dear UR Colleagues:

Later this week the Spirit e-magazine will be sent electronically through an email from Lou Nanni to all alumni, parents and friends with email addresses. It focuses on the critical need of financial aid. The students featured are the same students whose stories were shared in the printed copy of the Spirit newsletter last month. Here is the advanced link: http://www.pursuantmedia.com/notredame/spirit/0511/

 

Please let me know if you have any questions,

Katherine Lane

Director

Marketing, Communications and Stewardship