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.


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.


Presenter: Kevin Starke
   Payment Processing and Compliance

Date: Wednesday, October 23, 2019
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.

Register for this session


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.


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


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


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.


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.


Presenters: Jennifer Seng, Associate General Counsel
   Office of General Counsel
Patricia Mathay, University Registrar

Date: Thursday, October 17, 2019
Time: 9–10:30 a.m.
Location: 342 Craig Hall

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.

Register for this session