Most CATS sessions' presentations are contained in this archive. The presentations are organized by month/date/year and usually uploaded the same day after each presentation or when available.
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September 28, 2021
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CATS Channel- BUY.IU Interface Update/Schedule & UCO Fall Webinars ~ Holly Hooper, VPCFO Training & Communications
- Highlights and links shared
- On November 15 the new BUY.IU interface goes live! View Buy.IU Interface Update page
- VPCFO Training Calendar
- Purchasing - documentation and video on how to use Buy.IU
- Highlights and links shared
- Non-Routed Administrative Request Form ~ Katie Gray, Office of Research Administration
- Links shared:
- Routing of Sponsored Programs Documents at Indiana University
- Non-Routed Administrative Request in KC Guide
- Links shared:
- ORA Budget Templates ~ Sara Rotz, Office of Research Administration
- Highlights and links shared
- How to find Budget Templates:
- go to Proposal Tools and Resources, scroll down to "sample letters, budget templates, and forms" and choose "sample budgets".
- Required Training
- How to find Budget Templates:
- Highlights and links shared
CATS Channel- State of Sustainability at IU: How we each play a role ~ Makayla Bonney, Sustain IU (no slides)
- Capital Asset Inventory Requirements ~ Joy Maddox / Capital Asset Management
- Pcard 101 - Restrictions and Fraud ~ Brittany Veal, Purchasing
CATS Channel- Year-End Reminders ~ Andrea Seifert, University Accounting & Reporting Services (no slides)
- Summer Travel Guidance Update ~ Juliet Roberts, VPCFO Training & Communications and Patty Cole, Travel Management Services
- AP Invoice Review ~ Marika Voukidis, Accounts Payable
- Gifts to Employees ~ Holly Hooper, VPCFO Training & Communications, Susan Norrell, University Tax Services, and Kathi Sipes, Purchasing
- Supplier Edit Request Forms ~ Sarah Chavez, VPCFO Training & Communications and Amanda Coats, Supplier Data Management
CATS Channel- HR eDoc changes, new salary plans, job families, job functions ~ Laura Kress, Corina Greiner, Deborah McCullough, University Human Resources
- Office of Business Partnership update/webinar ~ Valerie Gill, Office of Business Partnerships
- Links provided by presenter:
- Business Partnerships website
- IU Faculty and Staff - links to toolkits for developing Corporate Philanthropy, Corporate Research, and Corporate Sponsorships
- The News & Events section of What We Do - features events and webinars hosted by OBP
- We welcome your assistance to publicize these two events:
- The IU OBP Coffee Hour: Introducing Business Partnerships - Friday, March 12 from 10-11am
- What Can Microsoft's Cloud Platform do for me? - Azure for IU Researchers - Thursday, March 25 from 12-1:30pm
- Links provided by presenter:
- Purchasing Support Form Update ~ Sarah Chavez, ESTC & Tally Thrasher, Purchasing
- Supplier Q&A ~ Sarah Chaves & Holly Hooper, ESTC & Amanda Coats, Purchasing
CATS Channel - Effort Management Reports, Tools and Training Dates/Times ~ Rayna Amerine and Tim Burris, ORA
- IUF Scholarship and Award Reimbursements ~ Wendy Dion, IU Foundation
- Travel Updates ~ Juliet Roberts, ESTC
- Office of the University Controller Website Update ~ Holly Hooper and Sarah Chavez, ESTC
- Website Help and Updates
- Purchasing Updates ~ Sarah Chavez, ESTC and Tally Thrasher, Purchasing
- Buy.IU Open Encumbrances Report ~ Sarah Chavez, ESTC and Dominique Bahr, CTRO
December 7, 2020
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CATS Channel- IUPD Cash Pick Up Procedures
Link to Pick Up Form - a reminder that this form does not replace Accountable Mail, however the bank truck can be used for cash (large or small) pick up ~ Jill M. Lees, Chief of Police, IUPD and Sgt. Ross Allen, IUPD - Holiday Schedule Announcements and New Purchasing Support Form Introduction ~ Sarah Chavez, Empl Services, Training and Comm
- Invoice Approval Process and Matching Exceptions ~ Sarah Chavez, Empl Services, Training and Comm
CATS Channel- Buy.IU Legal Contracts ~ Jeff Goetz and Kylie Ayers, General Counsel
- EConfirm (ECC) Effort System ~ Tim Burris and Rayna Amerine, Office of Research Administration
- The Travel Process ~ Juliet Roberts, Empl Services, Training and Comm
- New P-Card Statement Functionality ~ Holly Hooper, Empl Services, Training and Comm
- Change Requests ~ Sarah Chavez, Empl Services, Training and Comm
CATS Channel- Sub Recipient Monitoring Change Update ~ Paula Maloian and Jim Engel, Office of Research Administration
- Out-of-Pocket Reimbursement of Sales Tax & Update on IU’s 501c3 Status ~ Grant Latta and Daniel Jackman, FMS Tax (to be posted at a later date, will be announced by email)
- Office of the University Controller (UCO) ~ Anna Jensen, Office of the University Controller
- Purchasing - Receipts Document Reminders & Resource Updates ~ Sarah Chavez, VPCFO ESTC
- Travel - Reconciling Prepaid Travel with Imports, International Travel Guidance, & Resource Update ~ Juliet Roberts, VPCFO ESTC with Tally Thrasher and Patty Cole
CATS Channel- Accounts Payable Reporting Structure and Check Enclosure Process ~ Mary Byrde, Office of VPCFO and Marika Voukidis, Accounts Payable
- Travel Pre-Authorization in Chrome River ~ Juliet Roberts, VPCFO Training and Communications and Patty Cole, Travel Management Services
- New PPE Ordering Process & Resources, BUY.IU System Update: Changes to Document Searches and New Consolidated Training Website ~ Sarah Chavez, VOCFO Senior Training
- Accounts Payable: Tips & Best Practices for Efficient Processing ~ Mary Byrde, Office of VPCFO, and Marika Voukidis and Amanda Coats, FMS
- Common Issues in Travel Compliance/Chrome River & P-Card Updates ~ Patty (Anderson) Cole, Purchasing
- BUY IU & Chrome River Training Updates ~ Sarah Chavez, FMS Senior Training
January 24, 2019
- Reporting in Chrome River ~ Donna Burkhardt & Patty Anderson, Purchasing and Tammy Bean, Travel
- Surplus Scholarship and Most Recent Successful Sales ~ Craig Porritt, Warehouse & Receiving and Todd Reid, Surplus Stores
- Salesforce/Marketing Cloud ~ Mary Kern & Chris Tompkins, VP for Information Technology
- Alcohol Policy ~ Thomas Murphy, INLOCC
(no slides) - Intro to BuyIU: Supplier Workflow ~ Sarah Chavez, Financial Management Services
- Grants Management Toolkit (GMT) Demo ~ Caitlin Homenda, Contract & Grant Administration
(no slides) Send email to ora-inst-rpt-l@list.indiana.edu for questions. - Transition of Student Org Accts ~ Brittany Hubbard, Bursar
- BuyIU (Training, Q&A) ~ Sarah Chavez, FMS
- IU Foundation & Student Org Accounts ~ Sheila Decker, IU Foundation
(no slides but please go to the Student Organization website or contact Sheila Decker for information) - Sustainability ~ Andrew Predmore, Capital Planning & Facilities
- Record Retention Handout ~ Merri Beth Lavagnino, University Records Mgmt Group
- Buy.IU Update: Contract Processing ~ Tally Thrasher, Purchasing and Sarah Chavez, FMS
- Cybersecurity ~ Daniel Calarco, UITS
(no slides) - Post Award Management ~ Lindsey Kent-Fullerton & Dominique Covino, C&G
- Chrome River/Out of Pocket Reimbursements ~ Tammy Bean, Charlie Sinex & Sarah Chavez, FMS & AP
- Buy IU Updates ~ Sarah Chavez, FMS
(no slides)
- IUF Scholarship Reimbursement Edocs ~ Wendy Dion, IU Foundation
- IUF Best Practices ~ Deb Ikerd, IU Foundation
- Hiring Non-Resident Student Employees ~ Jenny Bowen, OIS & Susan Norrell, FMS Tax
- New P-Card Threshold/Buy IU ~ Tally Thrasher & Patty Anderson, Purchasing & Sarah Chavez, FMS
- New Fax Service ~ Nathan Michalik & William Drake, UITS Campus Comm Infrastructure
These are the links presented:
Fax Website: https://new.fax.iu.edu
Documentation: http://go.iu.edu/iufax
Support Portal: https://telecom.iu.edu/ - Buy.IU Updates ~ Sarah Chavez, VPFCO Training and Comm
- IU Compliance with Federal Lobby Laws & Regulations ~ Doug Wasitis, Asst Vice President for Federal Relations
- Fee Remissions and Standard Operating Procedures (SOP) ~ Amanda Srichareon, Associate University Bursar
- Sales Tax Updates ~ Susan Norrell, University Tax Manager
- BuyIU Updates & Interactive Quiz ~ Sarah Chavez, Senior Training & Communication Specialist