FSDP: University Business and Financial Services

Learn the fundamentals of research administration, financial records processing, procurement procedures, and other University business topics. These workshops will help supervisors and administrators to navigate the policies and procedures applicable to various business administration responsibilities at the University of Pittsburgh.

Advanced Spar - Cost Sharing

Who Should Attend: This workshop is mandatory for employees whose SPAR responsibilities include administration of sponsored research projects.

This workshop provides in-depth discussions of the theory and mechanics of cost sharing on sponsored research projects and related SPAR entry. Participants will learn about cost sharing terms and codes, mandatory cost sharing and, voluntary cost sharing including hands-on examples of cost sharing scenarios. Facilitators will review the resources available on the Financial Compliance for Research website.  For dates and registration information, please visit the Financial Compliance for Research Web site at http://www.cfo.pitt.edu/fcr/workshops/register.php

Note: Basics of Effort Reporting and SPAR Introduction are pre-requisites of this workshop.

Basics of Effort Reporting

Who Should Attend: This workshop is mandatory for employees whose SPAR responsibilities include administration of sponsored research projects.

This workshop is designed to help participants develop an understanding of effort reporting requirements for federally sponsored research as mandated by the Federal Office of Management and Budget (OMB) and supported by the University’s Effort Reporting policy. Facilitators will explain the federal requirements and the key points to the University’s effort reporting policy. Sample effort situations will be presented and effort frequently-asked-questions will be answered. To register for this workshop, please go to the Financial Compliance for Research Web site: https://www.cfo.pitt.edu/fcr/workshops/register.php

Basics of Federal Contract Administration

Presenters: Zack Byrnes, Federal Contracts Officer
DJ Swank, Federal Contracts Officer
Office of Research

Date: Thursday, November 30, 2017
Time: 9 a.m. - 11 a.m.
Location: B21 University Club

Who Should Attend: Faculty and staff who support federal research funding activities, and staff charged with research administration support and related activities

This workshop will offer a basic overview of the federal contract process including an orientation to locating, applying, and interpreting FAR clauses and the various steps of the federal contract award pathway. Content will include a glossary of acronyms and definitions, a submission process overview, an overview of key issues, financial stewardship requirements, an overview of compliance issues unique to federal contracts, and an overview of the closeout process. Participants will learn the difference between federal grants and contracts with a focus on applying for, and managing, federal research contracts and key areas of risk.

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Campus Security and the Clery Act

Who Should Attend: University officials who have been designated as Campus Security Authorities as well as faculty and staff who have significant responsibility for student and campus activities

The Jeanne Clery Act requires post-secondary institutions to collect crime information from a variety of persons within the institution who are identified as Campus Security Authorities. University staff and faculty who have significant interaction with student groups and/or who are responsible for campus activities are defined as Campus Security Authorities. This workshop provides an overview of the Clery Act requirements, with particular emphasis on the role and responsibilities of Campus Security Authorities. This workshop is available through departmental trainings and online at: https://my.pitt.edu/portal/server.pt/community/human_resources/395/preventing_discrimination_and_sexual_violence_title_ix/2873171. For departmental trainings, please contact 412.624.4040.

(New) Cultivating an Environment of Success for Pitt's International Students

Presenter: Luis G. Van Fossen Bravo, Assistant Director for Academic Affairs
Center for Latin American Studies
University of Pittsburgh

Date: Wednesday, November 29, 2017
Time: 9 a.m. - 11 a.m.
Location: 342 Craig Hall

Who Should Attend: All faculty and staff

The students in Pitt's class of 2020 come from 27 different countries - a positive reflection on the University's academics and global reach. How can the University's faculty and staff cultivate a system of support for these students who are here to succeed academically and at the same time must adapt to campus life, American culture, and the local culture of Pittsburgh. This course will look at the adaptation of international students to American instituions of higher education and share best practices for recognizing and addressing the challenges of a growing segment of Pitt's student population.

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Electronic Certification of Effort (ecrt): Effort Coordinator Responsibilities

Who Should Attend: This workshop is mandatory for staff whose responsibilities include managing effort certification by research faculty

This workshop will help participants understand the responsibilities of an Effort Coordinator and to navigate the Effort Certification and Reporting Tool (ecrt). Facilitators will provide an overview of effort reporting requirements, schedules, ecrt application, principal investigator responsibilities, and other topics. Hands-on exercises will be used to learn application navigation and certification processes. Facilitators will review the resources available on the Financial Compliance for Research website. For dates and registration information, please visit the Financial Compliance for Research Web site at http://www.cfo.pitt.edu/fcr/workshops/register.php

Note: Basics of Effort Reporting is a pre-requisite to this workshop.

Everything You Wanted to Know About Capital Assets But Were Afraid to Ask

Presenter: Kevin Starke
Payment Processing and Compliance

Date: Wednesday, November 29, 2017
Time: 10 a.m. – 11 a.m.
Location: 2nd Floor Conference Room, 116 Atwood Street

Who Should Attend: Staff who have responsibility for ordering and maintaining capital equipment

This workshop will review University policies and procedures involving capital assets (individual pieces of equipment costing at least $5000) and will cover asset inventories, record maintenance, asset retirements, principal investigator transfers, plus other topics.

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Export Controls Fundamentals

Presenters: Allen DiPalma, Director
Jacquelyn Correll, Manager
Charles Lyon, Senior Assistant and Visitor Liaison
Office of Export Controls Services

Date: Tuesday, December 19, 2017
Time: 9 a.m. – 11:00 a.m.
Location: 342 Craig Hall

Who Should Attend: All faculty and staff involved with shipping, visitors, foreign nationals, foreign travel, foreign collaborations, biologicals, or research

This workshop offers a description of the United States export control regulations and how they apply to various areas of the University. Topics such as shipping, visitors, foreign nationals, foreign travel, foreign collaborations, biologicals, and fundamental research will be discussed. Practical tips and best practice procedures will be enumerated for these topics along with other helpful references. Participant will walk away with a broad understanding of United States export controls regulations and to apply these regulations in the workplace.

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Financial Information Overview - Non-Research (online)

Who Should participate: Recently hired staff responsible for initiating, monitoring, and/or reporting financial information (excludes research account).

In this online course, participants will receive a brief overview of the PRISM financial system. Topics also will include account number structure and subcode usage, reading and understanding level reports for operating and discretionary accounts, identifying charges and resolving inquiries on level reports, and monthly closing schedule information. Reference materials will include lists of valid subcode and reference values, sample level reports, information on batch-naming conventions, a Responsibility Center approver list, key contact lists, and other valuable information for anyone new to Pitt's financial organization. This online course can be accessed at any time, and can be completed as the employee's time permits. To register for this course, please contact Cathy Lewis, clewis@cfo.pitt.edu.

(New) Introduction to Research Data Management

Presenter: Research Data Management Team Members
University Library System
Date: Tuesday, October 31, 2017
Time: 9 a.m.–11:00 a.m.
Location: 342 Craig Hall
Who Should Attend: Faculty and staff leading or involved in a research study or project

This session will serve as introduction to research data management (RDM) for Pitt faculty and staff leading or involved in a research study or project. Members of the University Library System's RDM team will introduce services and resources found at the ULS and across campus that are useful to the research community. The objective of the session is to foster an awareness of the ULS role in supporting Pitt researchers with their data needs, identify resources researchers can use to strengthen their projects, build knowledge of services and activity at the ULS and Pitt in this area, and to learn from the research community of opportunities for further RDM engagement across the University.

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(New) Managing Student Records

Presenter: Alex J. Toner, University Records Manager
University Library System
Eleanor Godbey, Records Manager
Office of the University Registrar

Date: Wednesday, October 4, 2017
Time: 9 a.m. – 11:00 a.m.
Location: 128 Craig Hall
Who Should Attend: Faculty and staff responsible for administering, storing, and reviewing student records

Are you responsible for managing student records during a student's matriculation at the University? Interested in improving your recordkeeping practices while learning more about University resources for managing student records? This session will provide attendees with insight into aligning your student recordkeeping practices with your business functions; understanding institutional policies and procedures; supporting your departmental recordkeeping strategies with best practices; and identify records management resources across campus.

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Office of Research Orientation

Presenter: Helen Britt, Associate Director for Clinical and Corporate Contracts
Heide Eash, Associate Director for Federal Contracts
Christine McClure, Associate Director for Grant Operations
Office of Research

Date: Thursday, October 26, 2017
Time: 9 a.m. – 11 a.m.
Location: Office of Research Suite
Lower Level, B21 University Club

Who Should Attend: University of Pittsburgh research community memebers who are new to interacting with the Office of Research

This workshop will orient those new to the University’s research community to the mission and services of the University’s Office of Research. Participants will receive an overview of the office and web site as well as a review of the various teams within the Office of Research highlighting the teams that process grant and contract proposals. Office of Research information systems and services will also be discussed. Workshops facilitators will also provide an outline of individuals/departments around the University with a role in the research proposal and contract processing path.

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Panther Expess System

For information on PantherExpress System training, please visit http://cfo.pitt.edu/pexpress/pbuytraining.php

PRISM Financial Applications

For information on PRISM financial applications training, please visit http://www.cfo.pitt.edu/prism/

Protecting Children

The University strives to provide a safe academic and work environment for all members of its community and guests. This is especially important with respect to the safety and welfare of children. Those who will have direct contact with children should be trained in the protection of children. A resource for receiving training for recognizing and reporting child abuse is through the following online program: www.reportabusepa.pitt.edu.  The PA Department of Human Services in collaboration with the University’s School of Social Work, Pennsylvania Child Welfare Resource Center has developed this free, publically available training program.  More information from the Department of Human Services on training requirements and services is available at: http://www.keepkidssafe.pa.gov/training/index.htm

Purchasing Fundamentals Training(Online)

Who Should Participate: Faculty and staff who are responsible for purchasing goods and/or services for their departments

This online course covers the basic buy-to-pay process which includes identifying a need to purchase products or services, communicating with potential suppliers, placing an order and/or writing a contract, handling discrepancies and paying vendors. Participants will gain an understanding of the various University purchasing methods and initiatives such as utilizing requisitions, purchase orders, the PantherExpress System, and the Channeled Spending Program. This course also addresses 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 lower the total cost of ownership for all University purchases and how to utilize the support services offered by the PantherExpress departments. This online course can be accessed at any time, and can be completed at the employee’s convenience.  To register for this course, please contact Cathy Lewis, clewis@cfo.pitt.edu for login information.

Note: Completion of Purchasing Fundamentals Training satisfies the prerequisite to attend PRISM Purchasing and PantherExpress System training. Note: PantherExpress System Shoppers are exempt from this prerequisite. 

Spar Introduction

Who Should Attend: This workshop is mandatory for all users of the Salaried Personnel Acticity Report (SPAR) system. Users whose responsibilities include sponsored projects should also attend the Advanced SPAR-Cost Sharing Workshop

This workshop is an introduction to the online SPAR including instruction on basic navigation and simple modifications. Topics covered will include system roles and responsibilities, basic system navigation, straight forward SPAR modifications, available queries and system availability.  Facilitators will review the resources available on the Financial Compliance for Research website.  For dates and registration information, please visit the Financial Compliance for Research Web site at http://www.cfo.pitt.edu/fcr/workshops/register.php

University Archives and Records Management

Presenters: Zach Brodt, University Archivist
Alex Toner, Records Manager
Archives Service Center

Date: Thursday, December 7, 2017
Time: 9 a.m. - 11 a.m.
Location: 342 Craig Hall

Who Should Attend: 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 archives programs. Participants will receive an overview of campus-wide retention policies and regulations for records management. It also will cover services available through Access, 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.

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