FSDP: University Business and Financial Services

COVID-19: Professional Development Summer Series

Join Organization Development for a Professional Development Summer Series, created to provide support and guidance for our new working lifestyle due to COVID-19. Sessions scheduled for virtual presentation will be added to the OHR Announcements page.

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.

(Cancelled) Campus Security and the Clery Act

Presenter: Kathy Buccigrossi, Clery Compliance Officer
   Public Safety

Date: Tuesday, June 23, 2020
Time: 9–11:00 a.m.
Location: 342 Craig Hall

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 online and through departmental trainings. For departmental trainings, please contact 412-624-4040.

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(Cancelled) Everything You Wanted to Know About Capital Assets but Were Afraid to Ask 

Presenter: Kevin Starke
   Payment Processing and Compliance

Date: Tuesday, April 23, 2020
Time: 10–11:00 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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Financial Information Overview – Non-Research (online)

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

In this online course, participants will receive a brief overview of the PRISM financial system. Topics will also 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 Balazs Kudelasz at balazs.kudelasz@pitt.edu. 

(Cancelled) Hiring and Supervising Student Employees

Presenters: Caity Miller, Student Employment Administrator
   Student Employment and Placement Assistance
Karin Asher, Associate Director
   Office of Career Development and Placement Assistance

Date: Friday, May 29, 2020
Time: 9–11:30 a.m.
Location: Virtual – This workshop will be presented remotely using an online meeting platform. Specific login information will be sent to registrants via email two days before the above date - please use the registration link below.

Who Should Attend: All faculty and staff who are responsible for the hiring and supervising of student employees

Student employees are an integral part of the workforce at the University of Pittsburgh. Participants in this workshop will learn the process for hiring a student employee, guidelines for managing student employees effectively, and techniques for building an effective supervisor-student employee relationship. This course has been changed to include additional information on the supervisory aspect of a successful student employment structure within departments.

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PantherExpress 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 at 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 Attend: Faculty and staff who are responsible for purchasing goods and/or services for their departments

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

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 Balazs Kudelasz for login information.

(Virtual) Student Privacy and FERPA

Presenters: Jennifer Seng, Assistant Vice Chancellor and Deputy Chief Legal Officer
   Office of UniversityCounsel
Patricia Mathay, University Registrar

Date: Friday, June 19, 2020
Time: 9–10:30 a.m.
Location: Virtual – This workshop will be presented remotely using an online meeting platform. Specific login information will be sent to registrants via email two days before the above date - please use the registration link below.

Who Should Attend: 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, and adverse reflection on one’s employment at the University, it is important information for all faculty and staff who handle student records. This session will help participants avoid the pitfalls of noncompliance and become the student records “go-to person” in their department. Upon completion of this session, attendees will know how and when 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.

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