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University Business and Financial Services
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Learn the fundamentals of financial records processing, accounting procedures, grants management and procurement procedures among other topics.
These workshops will help supervisors and administrators to navigate the policies and procedures applicable to financial administration at the
University of Pittsburgh.
Brian
Christopher, senior financial analyst
Budget and Financial Reporting
Randy DiGiorgio, financial reporting manager
Budget and Financial Reporting
Sharon Sobol, senior financial analyst
Financial Information Administration |
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Wednesday,
June 11,
2008 |
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1 p.m. to 4:30 p.m. |
| 342 Craig Hall |
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Recently
hired staff who are responsible for initiating, monitoring, and/or reporting financial information including budget
and actual
activity (excludes research accounts).
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In this workshop, you will get an overview of the University’s overall finances and financial information system. You will also learn about PRISM account structure and subcode usage, how to read and understand your level reports and how to identify charges and resolve inquiries.
You will be provided with the following reference materials: listings of valid subcode and reference values, level report descriptions, new account request information, and key contact lists for the Office of Budget and Controller.
Note: time will be allotted at the end of the session to address individual issues, so bring your level reports if you have specific questions.
Register for this session
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Kevin Starke
Rita Gossett
Financial Records Services
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Thursday,
March 20,
2008 |
| 9:30 a.m. to 11:30 a.m. |
| 342 Craig Hall |
| Staff who have responsibility for financial records and for maintaining capital equipment. |
This workshop will review University policies and procedures involving capital assets and financial documents.
This workshop will be presented in two sections.
Section 1 (9:30 a.m.) will cover asset inventories, record maintenance, asset retirements, PI (principal
investigator) transfers, and PRISM location updates.
Section 2 (10:30 a.m.) will cover recommended record retention periods for financial documents, how to request
financial documents for your department, SPAR processing and reprint requests.
Upon completion of this workshop participants will know the policies and procedures for maintaining capital assets and the services
available from Financial Records Services concerning financial document storage and retrieval.
Register for this session
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Rebecca Marcej, manager
Summer Kissell, compliance supervisor
Payment Processing
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Wednesday, April 23, 2008, 2:00 p.m. to 4:00 p.m.
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| Wednesday, May 7, 2008, 2:00 p.m. to 4:00 p.m. |
| Thursday, June 5, 2008, 1:00 p.m. to 3:00 p.m. |
| 342 Craig Hall |
| Faculty and staff who hold University P Cards, department administrators or managers that are
responsible for P Card account reconciliation. |
This session is designed to familiarize participants with the University P Card policies and procedures including
allowable and unallowable purchases. Workshop facilitators will also provide participants with instruction on what is expected
of both the P Card holder and their department administrator with regard to reconciliation of P Card statements and P Card audits.
Register for this session
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Debby Evansky, assistant director for grants management
Nancy Spice, assistant director for grants management
Office of Research
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Wednesday, April 16, 2008 |
| 9:30 a.m. to 11:30 a.m. |
| 342 Craig Hall |
| Faculty and staff who support grant preparation |
This workshop will offer a basic overview of pre-award grants administration policy and procedure for the University.
Content will include definitions,
proposal transmittal, major agency requirements, stewardship, compliance, and electronic research administration developments.
Register for this session
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Matt
Tolbert,
information
security
officer
Community
Services and
Systems
Development
(CSSD) |
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Friday,
April 11, 2008 |
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1:00 p.m. to 3:00
p.m. |
| 342 Craig Hall |
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Faculty and
staff
responsible for
maintaining
sensitive or
University
administrative
information |
This
workshop
will teach
faculty and
staff about
University
policies and
procedures
that are
designed to
protect
sensitive
information
including
student
records,
social
security
numbers,
medical
records and
personal
financial
information.
The workshop
will review
risks and
threats to
the
integrity of
sensitive
information,
University
policies
that provide
guidance on
sensitive
information
protection,
and
effective
security
measures.
Register for this session
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Purchasing Services Staff
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Thursday,
April 24,
2008 |
| Thursday,
May 29, 2008 |
| Wednesday,
July 23, 2008 |
| 9:00 a.m. to 3:00 p.m. |
| 342 Craig Hall |
| Faculty and staff who have responsibility for purchasing goods and/or services. |
This workshop covers the basic purchasing process which includes identifying a need to purchase products or services, communicating with
potential vendors, placing an order and/or writing a contract, handling discrepancies and paying vendors. You will gain an understanding of the
various University purchasing methods and initiatives such as requisitions, purchase orders, the Internet Procurement System (IPS), and the
Channeled Spending Program. The presenters will also discuss University purchasing policies and approval authorities as well as the
responsibility of the department purchaser to follow University policies and procedures. Participants will learn how to achieve the lowest total
cost of ownership for all University purchases and how to utilize the support services offered by the Purchasing Department.
Note: Participants are on their own for lunch. There will be a break from noon - 1 p.m.
Register for this session
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Kelly Downing,
assistant director for clinical and corporate contracts
Office of
Research |
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Friday,
June 6,
2008 |
| 9:30 a.m. to 11:30 a.m. |
| 342 Craig Hall |
| Department administrators who are new to University research |
In this workshop, participants will learn the types of contracts that are appropriate to the purview of the clinical and corporate contracts section of the Office of Research. They will also learn
the correct process for routing a contract to the Office of Research for maximum efficiency and the requirements for submission review.
Facilitators will also present information on research compliance issues that relate to contracts, compliance monitoring, and what must be
achieved to meet University standards in research contracts.
Register for this session
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Ted Fritz, associate general counsel
Office of General Counsel
Sam Conte, University Registrar
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Tuesday, April 22, 2008 |
| 9 a.m. to 10:30 a.m. |
| 342 Craig Hall |
| All faculty and staff who handle, review, store or disclose student records and all others interested in professional development in this area |
The Family Educational Rights and Privacy Act (FERPA), is the law that the University and its employees must follow with regard to student
records. This workshop will give participants an overview of student privacy laws, regulations and University policies pertaining to the
confidentiality of student records. Because failure to follow FERPA can result in federal censure, loss of federal funding from the U.S.
Department of Education, legal actions against employees and the University and adverse reflection on ones employment at the University,
it is important information to have for all faculty and staff who handle student records. This session will help participants avoid the
pitfalls of non-compliance and become the student records “go to person” in their department. Upon completion of this session, attendees
will know how and when the FERPA applies at Pitt, what exceptions to disclosure of records exist, where to go for further information,
and how University policy is applied to student records.
Register for this session
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Vincent Johns, travel manager
Office of
Travel Management
Rebecca Marcej, manager
Payment Processing
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Friday, May 2, 2008 |
| 9 a.m. to noon |
| 342 Craig Hall |
| All faculty and staff who are responsible for making travel arrangements for University business. |
The Offices of Travel Management and Payment Processing will explain University travel policy and procedures as well as opportunities
to save money on travel. This workshop is recommended for both travelers and travel planners.
Register for this session
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Kathryn
Hensley,
records
manager
Marianne
Kasica,
university
archivist
Archives
Service
Center |
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Friday, April 25, 2008 |
| 9 a.m. to 11:00 a.m. |
| 342 Craig Hall |
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Faculty and
staff
responsible for
administering,
storing,
reviewing and
disposing of
University
records. |
This
workshop
will provide
an overview
of records
services
available to
University
departments
through the
University
Records
Management
and
University
Archives
programs.
Participants
will receive
an overview
of
campus-wide
retention
policies and
regulations
for records
management.
It will also
cover
services
available
through BRM,
the
University’s
contractor
for off-site
records
storage and
shredding.
In addition,
the
presenters
will discuss
use of the
University
Archives for
the storage
of
historical
records
including
faculty
papers,
administrative
records, and
student
organization
records.
Register for this session
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Yvonne Keafer, director
Risk Management and Insurance
William Ruth, risk analysis claims manager
Rick Schultz, manager of safety programs, general safety, and accident investigation
Environmental Health and Safety
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This workshop will provide a basic introduction to the Workers’ Compensation Claims Process, as well as an overview of Pennsylvania Workers’
Compensation law. Also discussed will be the overall impact of Workers’ Compensation claims to the University. To schedule an appointment
for yourself or a workshop for your department, please contact Risk Management at 412-624-1198.
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