Join Audit and Advisory Services (opens in new window), in partnership with fraud experts from the U.S. Attorney’s Office, Office of the Inspector General, and the Association of Certified Fraud Examiners, for their annual fraud awareness webinar. This webinar is aimed at creating awareness of current fraud trends and schemes in the areas of procurement, medical billing, research grants, foreign operations and more, as well as their impact on the healthcare and higher education institutions.
The webinar will be held on March 5, 2024, from noon to 1 p.m. via Zoom. Register here (opens...
Join UCSF Audit and Advisory Services (opens in new window), in partnership with a cybersecurity and fraud expert from the FBI, for the annual fraud awareness webinar. This webinar is aimed at creating awareness of current fraud trends and schemes, their impact on the healthcare and higher education institutions, and how these schemes may be prevented or detected.
The webinar will be held on June 15, 2023, from 11 a.m. to noon via Zoom. Register to receive the Zoom link for the training.
Join Audit & Advisory Services for a Preventing and Detecting Payroll Fraud webinar on February 9, 2023, from 11 to 11:40 a.m. This training is part of a series of webinars aimed at creating awareness about potential fraud trends and schemes that can be perpetrated both from within and by parties external to the organization, their impact on healthcare and higher education institutions, and the use of strong internal controls to prevent, detect and respond to fraud.
The webinar will be held via Zoom. Register here (opens in new window) to receive the Zoom link for the webinar.
The UCSF Post Award Managers Committee (opens in new window) is excited to announce a new self-paced training series for the sponsored research post-award community. Training resources have been developed by the committee with input from the Office of Sponsored Research and the Controller’s Office. Over time, the series will encompass a range of post-award topics, including communicating with PIs, managing subcontracts, and closing out awards.
The first three training modules in this series are now available in the UC Learning Center (opens in new window):
RSA001 - Introduction to Post...
Later this month, Audit & Advisory Services will add six new metrics to the Financial Management Dashboard. The following metrics provide additional key indicators to help monitor financial activities and compliance risks:
Payroll Default Chartstrings: Identifies campus payroll transactions requiring correction after posting to department default chartstrings due to invalid funding setup
Payroll Transactions in Suspense: Identifies campus payroll transactions requiring correction after posting to payroll suspense due to invalid funding setup
Claimed Receivables: Tracks the timeliness...
Join Audit and Advisory Services (opens in new window), in partnership with fraud experts from the FBI, for their annual fraud awareness webinar. This webinar is aimed at creating awareness of the current fraud trends and schemes, including COVID-19 related fraud schemes, their impact on healthcare and higher education institutions, and how these schemes may be prevented or detected.
The webinar will be held on May 19, 2022, from 11 a.m. to noon via Zoom. Register here (opens in new window) to receive the Zoom link for the training.
Join Audit & Advisory Services for an Expense Reimbursements Fraud and Controls webinar on March 30, 2022, from 11 to 11:40 a.m. This training is part of a series of mini webinars aimed at creating awareness about potential fraud trends and schemes that can be perpetrated both from within and by parties external to the organization, their impact on healthcare and higher education institutions, and the use of strong internal controls to prevent, detect, and respond to fraud.
The webinar will be held via Zoom. Register here to receive the Zoom link for the training.
A one-time transition of the University Development & Alumni Relations (UDAR) fundraising system combined with heightened year-end gift volume has resulted in delays in processing and posting gifts to PeopleSoft. UDAR teams are working overtime and additional staffing resources have been dedicated to this work to ensure that gifts are processed accurately and as quickly as possible.
Funds are available in UCSF’s PeopleSoft financial system shortly after gifts are allocated to a project. Please work with your department finance staff to transfer funds to the SFCMP or SFMED Business Units...
Join Audit & Advisory Services for a Procurement Fraud and Controls webinar on November 9, 2021, from 11 to 11:40 a.m. This training is part of a series of mini webinars aimed at creating awareness about potential fraud trends and schemes that can be perpetrated both from within and by parties external to the organization, their impact on healthcare and higher education institutions, and the use of strong internal controls to prevent, detect and respond to fraud.
The webinar will be held via Zoom. Register here to receive the Zoom link for the webinar.
Net position balances for Project 2014758 must be zero at the Dept ID-Fund-Project level no later than June 30, 2021. As a result, journals to support extraordinary COVID-19 related expenses recorded using Project 2014758 must be complete no later than the appropriate fiscal year-end close deadline for FY 2020-21 balances. Review the following guidance on how to apply funding sources to support these expenses.
General Guidance
Policies regarding the recording of extraordinary COVID-19 expenses can be found on the Guidance for Handling Financial Implications of COVID-19 page of the UCSF...
Join Audit & Advisory Services for a Cash Fraud and Controls webinar on June 24, 2021, from 11 to 11:30 a.m. This training is part of a series of mini webinars aimed at creating awareness about potential fraud trends and schemes that can be perpetrated both from within and by parties external to the organization, their impact on healthcare and higher education institutions, and the use of strong internal controls to prevent, detect, and respond to fraud.
The webinar will be held via Zoom. Register here to receive the Zoom link for the training.
Join UCSF Audit & Advisory Services for the February 17 fraud awareness webinar, Addressing Evolving Fraud in Extraordinary Times. This refresher course is aimed at creating awareness of current fraud trends and schemes and their impact on healthcare and higher education institutions. Audit & Advisory Services will discuss how these schemes may be prevented or detected, including COVID-19 related fraud schemes, perpetrated both from within and by parties external to the organization.
The webinar will be held on February 17, 2021, from 11 a.m. to 11:45 a.m. via Zoom. Register here to...
Supply Chain Management (SCM) has made changes to how they support the UCSF community, external customers, and suppliers. The SCM Response Team – five subject-matter experts – are now responding to all tickets submitted to the help desk. In addition, SCM has launched two new, online intake forms that will help get inquiries to the right person more quickly and help get the valuable information needed to better serve your needs.
The two new forms, one for internal UCSF users (faculty, staff, and students) and a second for suppliers and external customers, are easy to use, intuitive, and allow...
Read the latest What You Need to Know newsletter for tips and updates about Composite Benefit Rates (CBRs) from Budget & Resource Management. The June issue answers several questions about CBRs, including Vacation Leave Assessment (VLA) charges, UCPath benefits eligibility codes, and Postdoctoral Scholars fringe benefit costs by benefit category.
Visit the CBR website for additional details and/or email [email protected] with any questions.
Join Audit & Advisory Services, in partnership with a cybersecurity and fraud expert from the FBI, for fraud awareness training on June 24, 2020, from 11 a.m. to 12 p.m.
This training is aimed at creating awareness of current fraud trends and schemes, including fraud schemes related to COVID-19 perpetrated both from parties within and external to our organization, their impact on the healthcare and higher education institutions, and how these schemes may be prevented or detected.
Training will be held on June 24, 2020, from 11 a.m. to 12 p.m. via Zoom. Register here to receive the Zoom...
Read the latest What You Need to Know newsletter from Budget & Resource Management, now available on the Composite Benefit Rate (CBR) website. May's newsletter provides tips and updates about the implementation of CBRs for the employer share of benefits expenses, in conjunction with the June 1 UCPath go-live.
Visit the CBR website for additional details and/or email [email protected] with any questions.
Budget & Resource Management has added the April What You Need to Know Newsletter to the Composite Benefit Rate (CBR) website. In it you will find tips and updates about the implementation of CBRs for the employer share of benefits expenses, in conjunction with the June 1 UCPath go-live.
You can learn more about CBRs at UCSF by joining the Budget & Resource Management CBR webinar on Tuesday, April 7, from 10:00 - 11:00 a.m.
Visit the CBR website for additional details and/or email [email protected] with any questions.
Due to the restrictions in place to keep our community safe, UCSF Audit & Advisory Services has postponed the Fraud Awareness Training scheduled for April 16, 2020. A rescheduled date and time will be announced in the near future.
Audit & Advisory Services would like to remind everyone that scammers are taking advantage of fears surrounding the Coronavirus. Be aware of email and text scams containing malicious links. Recent examples include emails claiming to be from a coronavirus “specialist” with malicious links to download safety information and fake FedEx text messages...
UCSF Guidance for Handling Financial Implications of COVID-19 is now available on the UCSF Finance website. This document provides guidance primarily for campus units. It will be updated and expanded as the situation continues to evolve.
Join UCSF Audit and Advisory Services, in partnership with a cybersecurity and fraud expert from the FBI, to discuss fraud trends and their impact on the healthcare and higher education industries.
This training will raise awareness of the various fraud schemes that can be perpetrated by employees and those external to the organization and how they may be prevented or detected.
Please join us on April 16, 2020, from 11 a.m. to 12 p.m. on the Mission Bay campus in Byers Auditorium, Genentech Hall. Registration is required; to register, log into the UC Learning Center and search for Fraud...
Audit & Advisory Services added five new metrics to the Financial Management Dashboard at the end of February 2020. The metrics provide additional key indicators to help monitor financial activities:
Gifts spend down: Campus spend down of Gift funds over the last three fiscal years
Payroll overtime: Employee payroll overtime, time-on-call, and compensatory time paid
Lost equipment: Capital equipment (valued at $5,000 or more) that has been reported lost by department equipment custodian
Exceptional reimbursement expenses: Self-reported MyExpense exceptional expenses that have been...
With the upcoming implementation of UCPath at UCSF, UCSF will transition to a new method of charging for the employer contributions to employee benefits, commonly referred to as Composite Benefit Rates (CBRs).
On September 16, 2019, the Office of Budget and Resource Management (BRM) submitted for approval the final UCSF Composite Benefit Rates proposal to the U.S. Department of Health and Human Services, Cost Allocation Services. BRM has published a new Composite Benefit Rates (CBRs) website for the campus community. The website provides an overview of CBRs, employee groups and rates, and...
Audit & Advisory Services is launching a new Financial Management Dashboard in August. The dashboard will provide department managers, Control Points, and central units with quick indicators to help monitor financial compliance risks. Drawing from financial, personnel, and other relevant data, easy-to-view charts will highlight individual transactions that are at greater risk for non-compliance and may merit additional management review.
Key metrics related to sponsored award management, endowments, and recharge projects will include:
accelerated spending near the end of federal...
