EXTENSION SUPPORT STAFF TRAINING - FALL 2004
DATE: September 30, 2004
TIME: 9-11
TITLE: Allowable Expenditures by Program
INSTRUCTORS: Dan Nordquist, OGRD; Mary Hoffman, CAHNRS
SUMMARY:We will discuss the different funding sources at WSU - state, federal, sponsored programs, self-sustaining and development accounts and the types of expenditures that are permitted under each fund. We'll talk about direct and indirect (or Facilities and Administrative Costs); we'll provide tips for obtaining maximum flexibility in accounts.
MATERIALS WILL BE AVAILABLE TUESDAY MORNING AT THE BFO FACULTY/STAFF WEBSITE:
DATE: October 28, 2004
TIME: 9-12
TITLE: Purchasing Policies and Procedures
INSTRUCTOR(S): Patty Gropp, Buyer Supervisor, Division of Purchasing; Adele Moneymaker,
SUMMARY: Learn about the many different methods for making purchases at WSU: K-orders, purchasing cards, department requisitions, blanket purchase orders and interdepartmental requisitions. What are the advantages of a particular method? What are the limitations? Patty Gropp will discuss this as well as state laws affecting procurement, commonly used forms, creating and routing of contracts. Adele will explain purchasing services provided by WSU Extension, routing and she will provide tips for smooth and efficient processing.
DATE: November 30, 2004
TIME: 9-12
TITLE: Compliance Top 10s
INSTRUCTOR(S); Norm Coffman, WSU Internal Auditor, BFO Personnel
SUMMARY: Have you taken the time to protect yourself and your staff from audit findings? Norm Coffman will stress the importance of understanding your responsibilities, and the implementation of good internal controls to prevent misuse of state funds. BFO staff will present the “top ten” audit risk areas for sponsored programs, travel, purchasing and personnel.
DATE: Will be re-scheduled in March or April 2005
TIME: 9-12
TITLE: Service Centers
INSTRUCTOR(S): Brad Bailey, Mary Hoffman
SUMMARY: WSU Sponsored Program Services has revised the ServiceCenter application and is in the process of updating the Business Policy Procedures Manual. Brad will discuss theses changes and will provide information about service centers. Specific topics include: service centers defined, types of service centers (recharge, auxiliary, enterprise), state and federal regulations(non-compete with private business, charging overhead), rate development (multiple rates, variable rates) service center questionnaire. Mary will discuss routing procedures and Extension policy. There will be a question an answer period following each presentation.