University of Vermont

Professional Development and Training

Policy Procedure Reporting and Legal Issues

Policy, Procedure, Reporting and Legal Issues


CATalert: "Run, Hide, Fight" - What Does That Mean?

Facilitator: Sue Roberts
Target Audience: All Interested Staff and Faculty
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL014

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Join Police Services for this interactive workshop focused on things you can do to increase your chance of surviving the unthinkable....an active shooter on campus. This session includes a brief video designed to help you understand what to do in the event that you are involved in a campus incident. As part of the presentation, there will be plenty of time for questions and answers with your UVM Police Officers.

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Chart of Accounts

Facilitator: Lindsey Donovan
Target Audience: Persons with responsibility for financial transactions at UVM
Time Allotted: 2 Hours
PeopleSoft Course Number: PSU004

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: This course serves as a solid introduction to the Chart of Accounts that will be beneficial when conducting financial transactions at the University. This session is designed to help you understand the university's chart of accounts within the PeopleSoft system. After completing this course you should have a basic knowledge of how financial information is stored within accounts.

Learning Outcomes:

  • Describe the components of the Chart of Accounts
  • Describe the distinction between actuals accounts and budgetary accounts
  • List three journal entry tips and tricks
  • Demonstrate an ability to create, activate and update the Chart of Accounts

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Domestic I-9 Training

Facilitator: TBD
Target Audience: Individuals who are responsible for verifying the Employment Eligibility Verification Form I-9
Time Allotted: 1 Hour
PeopleSoft Course Number: POL001

Level of Instruction: Introductory
Prerequisites: Demonstrated responsibility for completion of the federal I-9 Form

Overall Objectives: Engage employees who have the responsibility of verifying the Form I-9 as authorized representatives of the University of Vermont. Employers must complete the Form I-9 to document verification of the identity and employment authorization of each new employee (both citizen and noncitizen) hired after November 6, 1986, to work in the United States.

Learning Outcomes:

  • Recognize the essential components of Form I-9
  • Learn the applicable procedures as they apply to the University
  • Apply principles to ensure correct form preparation through practice

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Essentials of the FLY America Act

Facilitators: Sudha Ramaswami, Director SPA; and Erin Fitzgerald, Director Procurement
Target Audience: Department Administrators, People traveling on Federal funds
Time Allotted: 1 Hour
PeopleSoft Course Number: POL011

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: A training session on Regulation applicable to Travel using federal dollars. This is a joint presentation by SPA and Disbursement Center.

Learning Outcomes:

  • Learn about the Fly America Act regulation and the exceptions
  • Know the UVM process and required documentation around this regulation

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EthicsPoint: HelpLine Report Handling Training

Facilitators: Tessa Lucey and Erica Heffner
Target Audience: Individually Assigned by Office of Compliance Services – this class is for those who assist with the investigation of EthicsPoint reports.
Time Allotted: 1 Hour
PeopleSoft Course Number: POL017

Level of Instruction: Introductory
Prerequisites: CLASS ONLY OPEN TO THOSE WHO HAVE BEEN ASSIGNED AS INVESTIGATORS.

Overall Objectives: Attendees will receive training on basic compliance investigation tips, confidentiality, non-retaliation and on the EthicsPoint Helpline system.

Learning Outcomes:

  • Attendees will be better able to investigate reports of non-compliance and how to document findings and results in the Helpline system.

Recommended Pre- and Post-Class Actions

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Fun with Purchasing Contracts: Getting it Right and Getting it Done!

Facilitator: Wendy R. Spargo, J.D.
Target Audience: Anyone who is responsible for purchasing goods and/or services on behalf of a UVM Department
Time Allotted: 1 Hour 15 Minutes
PeopleSoft Course Number: POL008

Level of Instruction: Introductory
Prerequisites: Must have a demonstrated responsibility for purchasing goods and /or services on behalf of UVM Department

Overall Objectives: Develop an understanding of basic legal principles in purchasing contracts. We will explore the importance of (1) having a contract in writing, (2) specific protective language, and (3) following certain procedures, all to protect UVM’s interests and finalize a purchase efficiently.

Learning Outcomes:

  • Explain the importance of having a contract in place prior to the purchase of goods and/or services
  • Summarize UVM contract policies including signing authority, the language used in contracts
  • Review the Consulting Services and Speaker templates on Purchasing’s Website
  • Define contract acronyms such as SSJF, QEF, RFP
  • Describe the steps for moving a contract efficiently from start to finish through the Purchasing review process

Recommended Pre- and Post-Class Actions

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Hands-On Fire Extinguisher Training

Facilitator: John Marcus
Target Audience: All Interested Employees
Time Allotted: 1 Hour
PeopleSoft Course Number: POL002

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Every 23 seconds a fire department somewhere in the U.S. responds to a fire. Learn about workplace and home fire prevention and fire safety. Participants will learn when and how to use a fire extinguisher and practice on real fires.

Learning Outcomes:

  • List the most common causes of workplace fires and what you can do to prevent them
  • Define the evacuation procedure for your office space
  • Describe the steps for correct use of fire extinguishers
  • Practice extinguishing real fires

Recommended Pre- and Post-Class Actions

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How Do I Make this Purchase?

Facilitators: Purchasing Services (Natalie Guillette, Deb Harvey, Julie MacDonald, Wendy Spargo, or Marie Bouffard)
Target Audience: Individuals responsible for purchasing goods or services at UVM, Business Managers, Business Support Generalists or Assistants.
Time Allotted: 1.5 Hours
PeopleSoft Course Number: PSF019

Level of Instruction: Introductory
Prerequisites : None

Overall Objectives: This session is designed to provide a greater understanding of Purchasing policies, procedures, and resource tools to assist your department to purchase goods and/or services successfully, accurately, and efficiently.

Learning Outcomes:

  • Determine when to use a Requisition or Pcard to make a purchase
  • Understand how to process requisitions most effectively
  • Learn what information to enter and which documents to attach to your requisition
  • Understand the contract review process and identify the appropriate UVM signatory authority
  • Demonstrate tips and tricks to using Blanket Purchase Orders
  • Learn the do’s, don’ts and best practices in UVM’s Purchasing realm

Recommended Pre- and Post-Class Actions

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Introduction to Sponsored Projects Administration

Facilitators: Julie Macy, Linda Serrantonio, Lana Metayer and Sonya Stern
Target Audience: New Hires, Department Administrators
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL012

Level of Instruction: Introductory
Prerequisites : None

Overall Objectives: This session provides an overview of the grant life cycle from searching for funding to grant closeout. Participants learn about the roles and responsibilities for all individuals involved in the grant life cycle.

Learning Outcomes:

  • Learn about Sponsored Project Administration
  • Know the different elements in the Grant Lifecycle and the support that SPA provides for each of them
  • Learn about the roles and responsibilities for all individuals involved with sponsored projects
  • Learn about how SPA interacts with other units in campus

Recommended Pre- and Post-Class Actions

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Moveable Equipment and Asset Control

Facilitator: Michael Meunier
Target Audience: Administrators, Business Managers and Financial Managers
Time Allotted: 1.5 Hours
PeopleSoft Course Number: FMC015

Level of Instruction: Introductory
Prerequisites: Participants should have job responsibilities that include implementing the stewardship responsibility associated with movable equipment

Overall Objectives: Provide participants with a basic understanding of property management standards for movable equipment during its acquisition, utilization, and disposal phases. Participants are introduced to the basic principles of property management required for the University to fulfill its stewardship obligation of the University’s movable and capital assets.

Learning Outcomes:

  • Demonstrate a basic understanding of the accounting for movable equipment and capital assets
  • Identify the records and data elements needed for all movable and capital assets
  • Demonstrate a basic understanding of the acquisition, deposition, and utilization of movable and capital assets
  • Demonstrate a basic understanding of the requirement of Federal OMB property standards in the Uniform guidance

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PeopleSoft Financial Reporting

Facilitators: Kristin Bahn and Lindsey Donovan
Target Audience: Administrative Staff, Business Managers and Financial Managers
Time Allotted: 2 Hours
PeopleSoft Course Number: POL003

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Reports, queries and inquiries allow administrators to research and reconcile financial transactions encountered within their area of responsibility. The focus of this session is to build on basic knowledge of Financial Reports and to utilize more advanced methods for retrieving data to provide a more detailed look at the transactions within PeopleSoft.

Learning Outcomes:

  • Describe where and when to find financial data in PeopleSoft
  • Discuss reports, queries and inquiries related to the General Ledger and Commitment Control
  • List available inquiries and queries with a brief description of their use

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SPA and Outgoing Subawards

Facilitators: Sonya Stern
Target Audience: Department Administrators
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL010

Level of Instruction: Introductory
Prerequisites : None

Overall Objectives: This session provides an overview on process flow around outgoing Subrecipient agreements on sponsored projects.

Learning Outcomes:

  • Learn about Sub agreement process flow
  • Know the documentation involved around this activity
  • Roles and responsibilities related to the process
  • A quick overview of the regulations that govern the sub recipient process

Recommended Pre- and Post-Class Actions

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Space & Movable Equipment Inventory

Facilitators: TBA
Target Audience: Personnel who are conducting the space and equipment inventory for the first time or didn't attend the training in the last 3 years are strongly encouraged to attend one of these sessions.
Time Allotted: 2 Hours
PeopleSoft Course Number: CPT025

Level of Instruction: Introductory
Prerequisites : Become familiar with the information on the space and equipment inventory website.

Overall Objectives: This session will provide an overview of the FAMIS Space & Equipment Inventory process with an emphasis on how to classify functional space. A step by step review of the FAMIS Self-Service screens will be reinforced with supporting examples to ensure FAMIS users have the necessary information to complete their inventory.

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UVM Foundation and Sponsored Project Administration - Points of Intersection

Facilitators: Sudha Ramaswami, Jennifer Gagnon, Alexa Woodward, and Lisa Townson
Target Audience: New Hires, Department Administrators
Time Allotted: 1 Hour
PeopleSoft Course Number: POL013

Level of Instruction: Introductory
Prerequisites : None

Overall Objectives: This is an information session that provides insight into how Sponsored Project Administration and the UVM Foundation work together. This session will highlight what both groups have been doing to collaborate successfully and provide great service to the campus community.

Learning Outcomes:

  • Learn about Sponsored Project Administration and UVM Foundation operations and how the two entities work together
  • Learn about the roles and responsibilities for all individuals involved with Sponsored Project Administration and UVM Foundation

Recommended Pre- and Post-Class Actions

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UVM Reporter Training

Facilitator: Kate Riel
Target Audience: Individuals with reporting obligations under the Clery Act and Title IX, collectively referred to as “UVM Reporters.”
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL015

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: For participants to understand how and why they have been identified as UVM Reporters, what sorts of incidents they must report, and the reporting process and protocols to follow should they learn about an incident.

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UVM Retirement & Post-Retirement Benefits

Facilitator: UVM Benefits Staff
Target Audience: People interested in post-retirement planning.
Time Allotted: 1.5 Hours
PeopleSoft Course Number: BEN027

Level of Instruction: Introductory
Prerequisites: Staff and faculty

Overall Objectives: Join us for step-by-step guidance on UVM retirement eligibility, post-retirement benefits, planning for health insurance costs in retirement, and how to coordinate Medicare with your UVM insurance.

Recommended Pre- and Post-Class Actions

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What is Accounts Receivable?

Facilitators: Sharon Bergeron, Lindsey Donovan, and Renee Hunt
Target Audience: All Interested Business Managers or Administrators
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL009

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: To understand the concept of external Billing and Accounts Receivable at the University for non-sponsored, non-student arrangements and required methods for recognizing such transactions in the accounting system.

Learning Outcomes:

  • Identify when your department enters into a Billing arrangement
  • Describe the roles and responsibilities of your department, central administration and others in the Billing and Accounts receivable process
  • List the resources available to support your department’s Billing and Accounts Receivable activity

Recommended Pre- and Post-Class Actions

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Workforce Planning & Voluntary Separation

Facilitator: Jes Kraus, J.D. and Mary Brodsky
Target Audience: All Interested Business Managers or Administrators
Time Allotted: 1.5 Hours
PeopleSoft Course Number(s):LGP007

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: This presentation will review the University’s new policy and provide important information about discussing voluntary separation and/or retirement with your employees.

Learning Outcomes:

  • Discussion of current University demographics, and how they are likely to impact our future workforce and business needs.
  • Available tools to facilitate a desired transition to retirement or separation.
  • The types of questions that are permissible when inquiring about an employee’s retirement or separation plans.
  • How to initiate conversations about an employee’s retirement plans to help with your college or business unit’s succession planning.
  • Legal, policy, and collective bargaining agreement considerations.

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Last modified November 17 2017 10:09 AM