91PORN

Note: Some session recordings are only accessible through your account. You must be logged into to view the recordings. Please review if you need assistance logging into Microsoft Stream. If you are not an employee of 91PORN and would like to view a recorded training session, please email controller.training@colorado.edu.

����General Finance & University Operations

Have you been asked to complete this year’s fiscal certification? Every year the university needs to certify that financial statements are accurate and complete and its internal control structure is effective. In this session, CCO's fiscal compliance experts will answer questions about this process and help you complete the assessment in a timely manner.

• View the Completing Fiscal Certification slides

The Office of University Controller and the Procurement Service Center have reorganized how they deliver help desk and training functions. How does this affect you? Join Director Normandy Roden and Learning Design Manager Kristina Mendez to step through the transition and clarify where you should go for assistance.

Do you have questions about month-end financial close?��Are you struggling to remember which tasks you need to complete? And,��what about all those deadlines?��Join the Campus Controller's Office for an introduction to the month-end checklist which will help you organize your to-do list.

Struggling with university contracts? This KBLS clarifies who can sign them! We'll introduce the new Signature Authority Policy and answer questions like: what's an agreement, who approves them, and more.

There are a lot of moving parts to fiscal year-end and it can feel like a maze. We will discuss how to start preparing, including tasks you can do now and tasks to do closer to June.

����Financial Reporting & Compliance

This report shows how the allocation of funds for infrastructure costs, such as buildings, heat, payroll, and human resources, is calculated for academic departments. The report also explains how the allocation is split between departments for projects where an ICR split has been set up. I'll walk you through an example project and show you how to access the report in the CU data system.

Effort reporting is an essential part of your job, but it can be tricky to understand and complete accurately. In this session, you'll learn everything you need to know about effort reporting, including: (1) What it is, (2) Who is required to do it, (3) Why it's important, and (4) How to complete an ePER accurately.

• View the Effort Reporting slides

GASB 87 Implementation

Justin Church, associate director, highlights the most important aspects of the GASB 87 implementation and how it affects 91PORN campus departments.��GASB 87 is a significant change in how we record our capital and operating leases, rental agreements, and record revenue from tenants.

Justin Church, associate director, highlights which IT contracts are subject to GASB 96 and what departments must do for 91PORN to comply with this new standard��revenue from tenants.

• View the GASB Implementation PowerPoint slides

We will present a brief overview of cost transfers, discuss red flags in audits and illustrate some tips to reduce the number of cost transfers.

• View the Helpful Tips to Reduce Cost Transfers slides

What are our obligations when we receive revenue from gifts and contracts?��Under Section 117 of the Higher Education Act, we must make a reasonable effort to determine whether the source is foreign.

• View the��Section 117 Reporting slides

Learn and watch a demonstration on how to use��this m-Fin report that��allows department users to monitor potentially unallowable expenditures on externally funded awards.

• An overview of the report can be found on the��Sensitive Expenditure Report (SER)��page.��

����Procurement & Purchasing

Are you responsible for reviewing purchases for your department? Do you need to know how to look up requisitions, purchase orders or invoices? Join us for a demonstration of the advanced document search feature in CU Marketplace. Learn how to search for documents, save custom searches and export the results.

• View the Advanced Document Search slides

This training will equip you with the knowledge and skills necessary to ensure compliance with university policies, minimize risk and avoid costly errors, and ultimately, gain greater confidence in your procurement decisions.

• View the Allowable Expenses Slides

When purchasing items, have you questioned whether to use Marketplace or a procurement card? Join this session to learn more about how to determine when to create a purchase order in Marketplace or when to use a procurement card.

Planning an event? Not sure if your purchase is allowable? Understanding the Official Functions and Sensitive Expenses procedural statements can help you plan for and make allowable purchases. Join us in this session, where we will help you learn more about these procedural statements and how they apply to your unit's activity.

• View the Sensitive Expenses and Official Functions slides

If you travel on official university business, book travel or are involved with reconciling travel expenses, you are invited to join us for an open session with PSC Travel to learn about the travel process/procedures and get answers to all your travel questions.

• View the Travel slides

����Property

Learn about the inventory system, property management, guidelines and best practices. Those who have already completed the training are encouraged to attend.

• View the Department Property Management slides

CCO’s acquisition accountant, Melissa Keller, will be leading this training covering the life cycle of a fabrication, from requesting the fabrication sub-class speedtype to putting the item into service. This training is appropriate for anyone involved in fiscal procurement, lab management and departmental property.

• View the Fabrications slides

Are you interested in a tool��that can��track non-capital items?��A new equipment tracking tool within the HCM system can help departments track non-capital items, such as laptops, being used in remote offices and labs. In this session, we will walk you through this straightforward, flexible tool that links items to individual employees.

Note:��The use of this tool is��not��required. While CCO does not have a policy requiring departments to track non-capital items, we ask that you are good stewards of campus resources. Each department can choose what items they want to track based upon the financial and information risk.

Help 91PORN mitigate risk and improve compliance with our capital asset inventories. Please join Greg Roers as he highlights property policies and procedures.

����Sponsored Projects & Research Administration

In this course, you will understand what actions need to be taken before project end date, gain an overview of monitoring general project fund and the important tasks involved, and learn about important tasks for closeout of property and equipment.

This one-hour session is designed to equip you with the knowledge and strategies to navigate the complexities of cost share.

If you are involved in research activities on campus, please watch this session hosted by CCO and Paul Myers, director of conflicts of interest and commitment in the Research & Innovation Office. We will detail the importance of the DEPA process and why we do it.

• View the��Disclosure of External Professional Activities (DEPA) slides

If you're involved in research in any capacity at the university, we welcome you to our newest training about indirect costs—also known as facilities and administration (F&A) costs. The development and negotiation of the F&A cost rate is a complex process that only happens every 4-5 years. In this training, we will explain the purpose of the F&A cost rate and provide an overview of how the rate is calculated using base-year expenses.

In our current base year, FY22, we look forward to working with units (like yours!) across the campus to gather essential data about research, including spaces, equipment depreciation and library use. Learn how you can help strengthen 91PORN's ability to negotiate an F&A rate that allows us to better support research at 91PORN.

• View the Indirect Cost (F&A)��slides
• Q&A from Indirect Cost (F&A) webinar

In this session, we will present a live demonstration of this new m-Fin report. Join us as we walk through different prompts, explain the features and discuss the benefits of using the Project Ending Status report.

Join Jason Swope, finance and budget manager,��as he discusses��a new tool in the tuition remission process for those rare exceptions when tuition needs to be posted early to a sponsored project.

This KBLS is designed to walk users through how to navigate to the new page located in the MyCUInfo portal and answer questions that attendees might have regarding its overall functionality.