Contracts and Grants Accounting

CGA TRAINING

Contracts and Grants Accounting home Award Setup Managing Award Finances Award Closeout Deficit Clearing Process Effort Reporting Training

Custom Training

Contracts and Grants Accounting can arrange department-specific training sessions upon request; email CGAawards@berkeley.edu to discuss your group's training needs.

BFS Training Available through the UC Learning Center

Course Title Course Description
Introduction to Finance at UC Berkeley, Part 1  First part of a two-part course to introduce information and concepts for working with financial systems, data and processes at UC Berkeley.
Introduction to Finance at UC Berkeley, Part 2  Builds on the concepts introduced in Part 1.
Managing Cost Transfers
  • Responsibilities and accountability
  • Delegation of responsibilities
  • When to make a cost transfer
  • Criteria and regulations governing cost transfers
  • Cost transfer methods
  • Supporting documentation
  • Document retention
Managing Entertainment Expenditures
  • UC Entertainment Policy
  • Entertainment Expenses: The Basics
  • Allowable, Exceptional and Unallowable Expenditures
  • Roles and Responsibilities in Reviewing and Approving Entertainment Expenditures
  • Reimbursement: How the Process Works
  • Funding Source Restrictions
Managing Non-Payroll Expenditures
  • BFS Accounts Payable Roles
  • Invoice Transactions
  • Sales & Use Taxes
  • Payment Requests
  • Exceptional Payments
  • Causes of Payment Delays
Managing Payroll Expenditures
  • Exception time vs. positive time
  • Payroll expense transfers
  • Financial leave accrual
  • Review of payroll expense
  • Invalid payroll transactions
  • Services coordinated with central payroll, including: rush checks, calculation errors & adjustments, and final pay requests, or the "72 Hour Rule".