Fiscal and Audit Services

Shared Services Initiative

About Shared Services Initiative

UW Bothell is pursuing a Shared Services business model in order to better utilize resources across campus and provide core operational and administrative services to multiple Schools and units, resulting in higher productivity, increased compliance and improved customer service.

A Launch Committee was formed in early 2017 and has since identified pilot services and work groups under the leadership of two executive sponsors, Vice Chancellors Ruth Johnston and Susan Jeffords. The Shared Services Work Groups will work to recommend implementation and staffing/resource plans for each pilot service in Fall 2017. More details about this project and work to date are included in the Shared Services Executive Summary.

Work Group Meetings


I-9 Coordinator:

December 15, 2017
January 18, 2018

Costing Allocations:

December 12, 2017
January 4, 2018

eTravel Reimbursement and eReimbursement/Christopherson Business Travel:

December 5, 2017
January 3, 2018

Work Group Members by Pilot Service
 

I-9 Coordinator:
Amy Stutesman, Administrator, UW Bothell and Cascadia College Library
Chris Kwong, Program Coordinator, Division of Enrollment Management
Jenny Albrecht, Assistant Director, Fiscal & Audit Services
Kimba Steffa, Fiscal Specialist 2, Fiscal & Audit Services
Maria Jimenez, Fiscal Specialist 2, Fiscal & Audit Services
Samantha Penjaraenwatana, Program Coordinator, Counseling Center

Costing Allocations:
Bill Humphreys, Administrator, IAS
Jenny Albrecht, Assistant Director, Fiscal & Audit Services
Kellie Holden, Administrator, Goodlad Institute
Kimba Steffa, Fiscal Specialist 2, Fiscal & Audit Services
Leena Buddhadasa, Budget/Fiscal Analyst Lead, Office of Research
Maria Jimenez, Fiscal Specialist 2, Fiscal & Audit Services
Rita Johnson, Administrator, School of Nursing and Health Studies

eTravel Reimbursement and eReimbursement/Christopherson Business Travel:
Ann Busche, Administrator, Political Sciences
Cynthia Yee, Fiscal Specialist 2, Fiscal & Audit Services
James Miller, Director of Admissions, Division of Enrollment Management
Jenny Albrecht, Assistant Director, Fiscal & Audit Services
Kendra Yoshimoto, Director, Fiscal & Audit Services
Khizran Noor, Fiscal Specialist 2, School of Business
Marlene Manzo, Program Coordinator, Office of the Vice Chancellor, Academic Affairs
Nancy Esterly, Staffing Services Coordinator, Libraries
Sharyn Singh, Fiscal Specialist 1, Fiscal & Audit Services

Launch Committee Meetings

February 13, 2017 Kickoff Presentation & Meeting Notes
July 12, 2017 Presentation & Meeting Notes 
July 31, 2017 Presentation & Meeting Notes 
October 12, 2017 Presentation 
May 14, 2018 Presentation & Meeting Notes

Launch Committee Members

Amy Stutesman, Administrator, UW Bothell and Cascadia College Library
Bill Humphreys, Administrator, IAS
Carmen Staab, Budget Fiscal Analyst, IAS
Christine Howard, Administrator, STEM
Cindy Shirley, Director, Office of Research
Dan Sullivan, Fiscal Specialist, Facilities Services
Ellen Weinstein, HR Manager for Faculty, Organizational Excellence & Human Resources
Emily Christian, Interim Dean, Student Affairs
James Miller, Director of Admissions, Enrollment Management
Jenny Albrecht, Assistant Director, Fiscal & Audit Services
Kendra Yoshimoto, Director, Fiscal & Audit Services
Rita Johnson, Administrator, Nursing and Health Studies
Sue Mokhtarnejad, Director of Departmental Computing, Information Technologies