Membership
- TSWG:
- Amy Dittman
- Stephanie Houston
- Amanda Schmidt
- Vardit Samuels
- Selector consultants
- Elizabeth Vernon
- Michelle Baildon?
- Jessica Aberle?
- Linda Rosen?
Contact
Do we want our own custom email address? could give stakeholders a means to reach out to everyone without knowing our names
Supporting documentation
- Final report of the FY23 Alma Encumbrance Planning Task Group
- Appendix containing questions to be answered by FY24 group
- /wiki/spaces/librarymeetings/pages/40240475
Deliverables
- Confirm the model for continuous encumbrances in the Alma rollover going forward
- Develop a mechanism for tracking use of the Alma rules
- Identify optimal FPC factor for subsequent fiscal period rollovers
- Develop a workflow for reviewing outstanding encumbrances, following up to obtain invoices or release those that will not be expended before the fiscal close
- Determine the encumbrance model for standing orders in FY24 and beyond
- Perform additional review and if needed, cleanup of projected FY24 encumbrances against FY24 fund allocations - orders unspent in FY22 might have been expended in FY23, prompting new full encumbrances