FACTS Core Coursesdown arrow
Annette Evans, Procurement Officer, Procurement
Claire Boyd, Assistant Procurement Officer, Procurement
This course assists the participant in understanding both the reason and the process of purchasing at UGA. It includes information on: rules governing procurement actions, the life cycle of a purchase highlighting the interaction among various UGA units to ensure successful handling from need identification through delivery and consumption of the purchased good or service, ethics and conflicts of interest, and sourcing methods that influence vendor selection. In addition, the four types of purchasing methods used at UGA are covered, and insight is provided regarding the importance of specifications and proper documentation supporting restriction of competition. Learning and comprehension are also promoted through several in-class exercises.

Allison Davis, Director of Accounting, Accounting Department
This course will explain basic accounting concepts as well as the University's accounting policies and procedures on the following topics: 1) The structure of UGA accounts–what the numbers mean, available account types, and their use; 2) A review of how to read account status reports; 3) Steps for how to complete a “request for journal voucher” form; 4) Procedures regarding intra-university payments and charges for products or services; 5) Overview of UGA Financial Reporting.

Budget Office Staff, Budget Division
This course will discuss general funding methods and vocabulary/jargon for Higher Ed institutions and how those are applied and used at UGA. UGA specific topics covered will include budget development, figures, trends and how the account structure is used for data mining and reporting. A brief systems introduction and fiscal year timeline will end the course.

Amy Brown, Manager, Bursar’s Office
This course will give you an overview of the cash operations in the Bursar’s Office. This course will cover the types of cash, cash activity on campus, processing of cash receipts, safeguarding cash, internal controls, the cashiering system, and deposits. 

Dr. Marie S. Mitchell, Associate Professor, Department of Management, Terry College of Business
This course explores concepts and principles related to workplace ethics within healthy organizations. The focus is on developing a deeper understanding of an ethics strategy that complements a compliance strategy within the context of fiscal administration and management in the university. The course involves presentation and discussion led by the instructor and then class analysis and discussion of short case studies on fiscal administration. Participants are challenged to sharpen their ethical thinking and to see how business ethics analysis and principles may be applied.  

Finance & Administration Staff
This course will provide an overview of how Finance and Administration is structured and its individual functions. It will also show how the department operates as a whole and the various services that are provided to the campus community. A video will be shown to showcase its core values, mission and strategic plan.

Human Resources Staff, Human Resources
This course offers an overview of the services provided by Human Resources at UGA. The course emphasizes the main functions of HR, including Benefits and Benefits Accounting, Classification and Compensation, Employment, and Training and Development. In the first half of the course, participants will meet key HR staff members and learn about the HR services that support the three-fold mission of the university. In the second half of the course, participants will have the opportunity to demonstrate and apply their new HR knowledge in a fun and interactive experience. 

Vance Silcott, Insurance and Claims Manager, Administrative Services Division
This course will be an overview of the insurance coverages offered by the state. Topics presented will give participants a better understanding of claim reporting and processing; actual loss examples will be provided during the presentation.

Jennifer Dunlap, Manager Accounts Payable, Accounts Payable Department
Andre Simmons, Assistant Manager Accounts Payable, Accounts Payable Department
This course will cover policies and procedures governing Accounts Payable at UGA. The course will provide an overview of campus interaction with Accounts Payable, at both departmental and administrative levels.

Melissa Mottley, Asst Dir Sponsored Prorams, VP Office for Research
Brad Langford, Associate Director of Contracts and Grants
This course will provide an overview of offices involved in the administration of sponsored projects, roles and responsibilities of the people involved, regulations, and compliance issues which impact funded projects. The course will include a brief overview of the types of funding the university receives, and how different types of funds such as F&A (indirect costs) are handled at UGA. The topics introduced in this course, as well as many more, will be covered in detail in the General Resources for the Administration of Sponsored Projects (GRASP) courses offered through Training and Development as part of the FACTS program.

Susan Caldwell, International Tax Coordinator, Payroll Department
Ken Dover, C&G Accounting Manager, Post Award Accounting
All payments to non-US persons are subject to federal tax and reporting per the IRS. This course will cover various types of payments to internationals, including payments for employees, fellowships, awards, expense reimbursement, honoraria, and services outside the US. Additionally, this course will cover the rules and regulations, federal tax withholding and the required documentation for the type of payment.

Julie Camp, Director of Payroll, Payroll Department
Christy Coddington, Senior Operations Supervisor, Payroll Department
This course will cover the procedures for paying employees at UGA and will include the following topics: 1) Timeline of what’s required by department from hiring to payment of an employee, 2) Special types of payroll payments (extra compensation, relocation, accrued leave, summer school), 3) Emergency checks, 4) Taxable fringe and W-2s, 5) Payroll Adjustments, and 6) Internal Controls.

Mike Hourihan, State Government Program Manager, Carl Vinson Institute of Government, UGA
Christy Coddington, Senior Operations Supervisor, Payroll Department
This course provides a context for looking at human behavior and understanding preferred behavioral patterns. Different situational environments affect preferences and one may find they are an integration of more than one dimension. Further, we review the dynamics of teams and how results are supported or diminished by team member variations of behaviors. Groups develop into “teams” when there is a common purpose and there is ownership of collaborative behavior.

Theo Gilbert-Jamison, Chief Executive Officer,Performance Solutions by Design
Christy Coddington, Senior Operations Supervisor, Payroll Department
Creating a culture of service excellence is a journey, not a destination. This workshop reveals in a unique learning experience those common gaps that prevent most organizations and leaders from optimizing employee performance to enhance customer loyalty and bottom-line results. Participants walk away with a sound strategy for creating and sustaining a culture of service excellence within your team.

See Spark Go
Christy Coddington, Senior Operations Supervisor, Payroll Department
StrengthsFinder is an exciting opportunity for each participant to learn more about his or her strengths and understand the value of each person’s role in UGA’s mission. As part of a commitment to each participant’s professional development, each participant will receive a copy of StrengthsFinder 2.0, the No. 1 Wall Street Journal and No. 1 BusinessWeek bestseller that will help you analyze and assess your individual strengths and allow us to explore how our team’s strengths can work together.

Brandon Scott, Associate Director of Gift & Alumni Information Management, Financial Services
David Manley, Manager, Budgets: Expenditure Control for UGAF
Chris Setzer, Senior Financial Accountant for UGAF, Financial Services
This course will give you an overview of the operations of the UGA Foundation.  This includes information on gift revenue, fund agreements, spending from your funds and accessing financial data.  We will also cover other relevant topics such as non-gift revenue, trademarks and logos, and spending budgets for endowments.

Kevin Burt, Director of Business and HR, Office of the Vice President for Research
This course covers a general description of the UGA Research Foundation and its mission. The organizational structure is reviewed along with more specific information regarding how revenue is generated and how those funds are spent to further the research mission at UGA. Intellectual property is reviewed along with the process of distributing royalty income generated from various sources of IP maintained by UGARF. Further, this course describes how the UGA Research Foundation provides support to UGA research in various forms including internal grants, research initiatives, grant matching, research equipment and faculty start-up packages. The UGARF budgeting process is described along with the various types of UGARF accounts and the pertinent expenditure guidelines that apply to these funds.

Matthew Whitley, Director Internal Audits, Internal Auditing Division
Anjali Dougherty, Associate Director Internal Audits, Internal Auditing Division
The course provides for a high-level general understanding of Internal Audit, Internal Controls, and Risk Management. The course topics include the following: What is Risk?, COSO auditing, The need for Internal Controls, Five Elements of Internal Controls, Segregation of Duties, Types of Controls, The Fraud Triangle, Types of Occupational Fraud, The Role of Internal Audit, etc. The course also includes a brief quiz at the completion of the course to test understanding.

Jennifer Dunlap, Manager Accounts Payable, Accounts Payable Department
Anjali Dougherty, Associate Director Internal Audits, Internal Auditing Division
This course will provide an in-depth review of the UGA travel policy, how to process travel reimbursements, and employee group travel.
Craig Mathews, Property Control Officer, Property Control
This course details the basics of asset inventory and will answer the following questions: What is an asset? Why do I have to keep track of assets? How do I conduct an annual inventory? What can I do or not do with state assets? How do I dispose of state assets properly?

Celise Elder, Senior Cost Accountant, Accounting Department
This course covers the various types of sales accounts and the unique aspects of these accounts. The topics covered include billing rate development, departmental responsibilities, carry forward, accounts receivable, deferred revenue and proper accounting procedures.

Julie Camp, Director of Payroll, Payroll Department
Jennifer Dunlap, Manager Accounts Payable, Accounts Payable Department
Misclassification of payments for services rendered to individuals can cause substantial tax issues as well as penalties for failing to file required tax forms. This course will discuss the importance of properly classifying workers as employees or independent contractors. Instructors will present examples and outline procedures for processing payments through Accounts Payable and Payroll.

Andre Simmons, Assistant Manager Accounts Payable, Accounts Payable Department
This course is designed to give an overview of the policies and procedures governing relocation and moving expenses at UGA. This course will cover a variety of topics related to reimbursing relocation and moving expenses including policy background, eligibility, relocation packages, payment/reimbursement guidelines, common mistakes, documentation requirements, and year-end reporting. This course will benefit employees that assist new faculty with relocation and those involved with the reimbursement process.

Sarah Fraker, Change Management Lead
Simpler/edu is one of UGA’s next generation of reporting and query tools. It currently allows authorized employees to access UGA HR/financial data, including budget, accounting, payroll transactions, and end of year liabilities and will include new data and information as UGA moves forward with the OneSource Project, more information at http://onesource.uga.edu . NOTE: Training attendees must already have been granted access to Simpler prior to the Training Date. To request access, login to ArchPass and visit http://simpler.uga.edu to access the “request access” link. Approval is required from the supervisor and their unit’s chief financial officer. You must bring your ArchPass to the training class.

UGAF Staff
This course will cover processing disbursements from your Foundation accounts. This includes check requests, scholarships and contracts and grants. We will cover UGA Foundation expenditure policies and procedures as well as understanding the trust narrative of each Foundation account.  

Allison Davis, Director of Accounting, Accounting Department
Celise Elder, Senior Cost Accountant, Accounting Department
Terri Akers, Senior Accountant, Accounting Department
This course will include a discussion of the Internal Revenue Service definition of unrelated business income. How the University seeks to identify unrelated activities across campus and actual examples of unrelated activities at the University which are reported on the University’s tax return. Additional topics covered will include policies and procedures related to tax exempt bond compliance, as well as basic sales tax computations and how to insert the data from the account status reports into the sales tax web application.  

Craig Mathews, Property Control Officer, Property Control
This course details the basics of asset inventory and will answer the following questions: What is an asset? Why do I have to keep track of assets? How do I conduct an annual inventory? What can I do or not do with state assets? How do I dispose of state assets properly?

Instructor: UGA Budget Training Team
This class will cover the preparation and submission of the University of Georgia’s original budget using the WebDFS Budget Development System. This course is open to positions responsible for overseeing and establishing the original budget for their school, college or unit. Participants are required to have Budget Development access in order to attend. There will be an overview of the WebDFS system and the tools available. The process of how the original budget is established will be covered. There will be time for open discussion.

Celise Elder, Senior Cost Accountant, Accounting Department
This course covers the various types of sales accounts and the unique aspects of these accounts. The topics covered include billing rate development, departmental responsibilities, carry forward, accounts receivable, deferred revenue and proper accounting procedures.

Julie Camp, Director of Payroll, Payroll Department
Jennifer Dunlap, Manager Accounts Payable, Accounts Payable Department
Misclassification of payments for services rendered to individuals can cause substantial tax issues as well as penalties for failing to file required tax forms. This course will discuss the importance of properly classifying workers as employees or independent contractors. Instructors will present examples and outline procedures for processing payments through Accounts Payable and Payroll.

Instructor: UGA Budget Training Team
This class will offer a discussion and instruction on the IMS budget system. Those with managerial oversight of budget or personnel processes with University units will particularly benefit from this course, as will those with daily responsibility for processing budget amendments and employee personnel reports. Specific uses will be described in detail with focus on data retrieval and interpretation. IMS budget access is required to participate in this course. ArchPass is required to participate in this class.

Instructor: UGA Budget Training Team
This course will be an abbreviated version of the basic information and mathematical calculations needed to complete employee personnel reports and budget amendment forms, and also covers the basics of how to complete documents in the WebDFS system. In this hands-on course, participants will learn to create a document, modify position, payroll authorization, and budget data, calculate EFT and rates of pay, validate and complete a document, and submit the document for electronic approval. Participants will receive hands-on experience with various pay-type documents. IMS budget access is required to participate in this course. ArchPass is required to participate in this class.

Instructor: UGA Budget Training Team
This course will be an abbreviated version of continued training which began in the Personnel & Budget Amendment Preparation: Beginner class with more in-depth discussion and instruction on areas of particular complexity and challenge for those who prepare budget amendments and employee personnel reports. Specific examples could include processing leave without pay, accrued leave, changes in percent time of employment, and supplements. This course is open to those who have completed the Beginner class and is intended for those that have responsibility for completing budget amendments and employee personnel reports. IMS budget access is required to participate in this course. ArchPass is required to participate in this class.

Instructor: UGA Budget Training Team
Christy Coddington, Senior Operations Supervisor, Payroll Department
This class will be a basic introduction on the Query Management Function (QMF) for Windows. Those with managerial oversight of budget processes with University units will particularly benefit from this course. Specific uses will be described in detail with focus on data retrieval and interpretation using hands on examples. IMS budget access is required to participate in this course. ArchPass is required to participate in this class.

Andre Simmons, Assistant Manager Accounts Payable, Accounts Payable Department
Amanda Bridges, Budget Analyst, Budgets for UGAF
This course is designed to give an overview of the policies and procedures governing relocation and moving expenses at UGA. This course will cover a variety of topics related to reimbursing relocation and moving expenses including policy background, eligibility, relocation packages, payment/reimbursement guidelines, common mistakes, documentation requirements, and year-end reporting. This course will benefit employees that assist new faculty with relocation and those involved with the reimbursement process

UGAF staff, Acting Director of Financial Accounting for UGAF, Financial Services
This course will cover processing disbursements from your Foundation accounts. This includes check requests, scholarships and contracts and grants. We will cover UGA Foundation expenditure policies and procedures as well as understanding the trust narrative of each Foundation account.

Allison Davis, Director of Accounting, Accounting Department
Celise Elder, Senior Cost Accountant, Accounting Department
Terri Akers, Senior Accountant, Accounting Department
This course will include a discussion of the Internal Revenue Service definition of unrelated business income. How the University seeks to identify unrelated activities across campus and actual examples of unrelated activities at the University which are reported on the University’s tax return. Additional topics covered will include policies and procedures related to tax exempt bond compliance, as well as basic sales tax computations and how to insert the data from the account status reports into the sales tax web application.
GRASP Track Courses
The General Resources for the Administration of Sponsored Projects (GRASP) program is a series of classes designed to provide participants resources for the administration of sponsored projects at UGA, offered jointly by The Office for Sponsored Programs (OSP) and Contracts & Grants (C&G). These classes will provide an overview of campus offices, processes, and systems, as well as reference materials, helpful web sites, and case studies. The program's goals are to improve knowledge of regulations, policies, and procedures; to strengthen internal controls; and to provide staff members with access to key resources and contacts when they need help. The program is designed for employees with duties and responsibilities related to contract and grant administration. The classes should be completed in the order listed below, as each class builds on the information presented in previous classes. down arrow
Brad Langford, Assoc Dir Contracts and Grants, Post Award Accounting
Melissa Mottley, Assistant Director, Office for Sponsored Programs
This course will discuss the key offices involved in preparing proposals and managing sponsored activities and how they differ from gifts and/or sales and service activities. Summarize project classification and prerequisites for assurances. Define basic terms associated with the project lifecycle of proposal development, award management, and closeout.

Brad Langford, Assoc Dir Contracts and Grants, Post Award Accounting
Melissa Mottley, Assistant Director, Office for Sponsored Programs
This course will provide an overview of the roles and responsibilities of the key stakeholders involved in the proposal development and submission process, and discuss the compliance requirements for developing budgets and budget justifications, as well as examples of common issues associated with budget development.

Brad Langford, Assoc Dir Contracts and Grants, Post Award Accounting
Melissa Mottley, Assistant Director, Office for Sponsored Programs
Provide an overview of the eResearch Porta, which includes a hands-on demonstration of the proposal development and submission process. 

Brad Langford, Assoc Dir Contracts and Grants, Post Award Accounting
Melissa Mottley, Assistant Director, Office for Sponsored Programs
This course will examine the agreement review process and challenges commonly involved in negotiating and accepting awards, present an overview of the account number set-up and access in IMS, discuss the fiscal compliance requirements involved in managing externally funded projects, differentiate between allowable and unallowable costs, and provide an overview of the invoicing and payments processes, financial reporting, and subrecipient requirements.

Brad Langford, Assoc Dir Contracts and Grants, Post Award Accounting
Melissa Mottley, Assistant Director, Office for Sponsored Programs
This course will examine the actions that require prior approval of the sponsor, types of audits that can be conducted, and types of reports that are often required for sponsored projects.

Brad Langford, Assoc Dir Contracts and Grants, Post Award Accounting
Melissa Mottley, Assistant Director, Office for Sponsored Programs
This session will focus on more in-depth coverage of key issues related to sponsored projects that were briefly discussed in other sessions. These topics include F&A return, Carry-over, Salary Cap, and Uncollectible accounts, plus many more. 
FACTS Participantsdown arrow