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OBFS Certification Program

Certification Tracks 

Some certification tracks will be offered as a cohort, which is a shared collaborative learning experience, while others will be offered as individual self-paced courses. Any employee who performs business transactions or operations, has their supervisor's approval, and applies or is nominated, may participate.

An employee must be nominated by their supervisor and then approved by the Selection Committee to participate in a cohort. An employee must have their supervisor's approval and submit an online application to participate in a self-paced certification track. 

For more information on participation guidelines, see Get Started

Service Activity Basics

This certification track is offered in a self-paced web-based format that may be completed one lesson at a time. Once you get access, it will remain open for your reference anytime. The activity-based course moves beyond the Introduction to Self-Supporting funds (GL 105) and Managing Self-Supporting Funds (GL 205) and is designed to provide information and training related to the actual performance of service and storeroom rate calculations. You will also learn about specific rate components and considerations related to service rates including the following topics:

Service Centers

A number of storerooms and service facilities have been established at the University of Illinois System to provide services and supplies to University System departments and units, including sponsored programs administered by the University System. This lesson helps the customer to understand when and when “not” to establish a storeroom or service center.

Accounting Practices

Accurate accounting for service center expenses and revenues is critical for accurate fund balance recording and proper rate calculations. This lesson outlines key elements of proper accounting practices for storeroom and service centers including the like and similar requirement, expense and revenue tracking, usage tacking, billing, rate demonstration, etc.

Identify Risks

The University must comply with federal costing principles for service centers. In addition, as a major state-supported research university, state regulations related to service activities must be followed. This lesson assists with identifying consequences when policies are not followed.

Allowable/Unallowable Expenses

This lesson helps the customer identify typical allowable operating expenses and fixed asset depreciation for inclusion in storeroom and service center rate calculations. In addition, the training assists with differentiating between allowable and unallowable expenses.

Depreciation

Policy and regulations state that only the annual depreciation expense of capitalized assets can be included in service rate calculations, not the full cost of the equipment in the year purchased. This lesson assists the customer in identifying the appropriate depreciation expense for inclusion in storeroom and service center rate calculations. 

Internal/External Rates

Service centers primary purpose is to provide services or goods for the University community, internal users; therefore, sales to external entities is not the primary focus. This lesson describes internal vs external users and provides guidance on how to compile and set rates for internal vs external users.

Over/Under Recovery

Storerooms and service centers are required to operate on a break-even basis. The over- or under-recovery of the service activity adjusted fund balance must be incorporated into the rate calculation. This lesson presents the three step process necessary to meet this requirement. 

Determine Base

Service center managers must track actual usage in order to compile compliant service rates. This lesson addresses usage and base requirements and assists the customer in identifying the appropriate number of goods or services sold to include in rate calculations. Usage examples are provided for customer reference.

Inviting and Onboarding Foreign Nationals

The Inviting and Onboarding Foreign Nationals certification track is structured as a cohort model. A cohort offers an interactive shared learning experience and builds an environment that emphasizes collaboration. This certification track consists of three instructor-led courses and one self-paced online course. The cohort starts in November 2017 and ends in February 2018. The time commitment is approximately 12 hours.

Immigration Overview

Course Description: The University of Illinois System invites foreign national scholars/professionals and students from all over the globe to cultivate its learning community. Foreign nationals who will receive payment of any kind must have the proper documentation. This course reviews the agencies, immigrant categories, and documentation required for foreign nationals studying and/or receiving payment from the University of Illinois System.
Campus Date Time Location Instructors
UIC Thursday, November 16, 2017

9:00-Noon

SSB Conference room B 

Michael Allen

UIUC Tuesday, November 14, 2017

9:00-Noon

Illini Plaza 204

Stephanie Dvorachek, Associate Director

Martin McFarlane, Director

Kami Van Bellehem, Payroll Specialist


Critical Pre-arrival and Arrival Procedures

Course Description: Due to federal documentation requirements, the University of Illinois System's onboarding process for foreign national scholars, professionals and students begins before they arrive, whether it be from another country or another organization. This course gives business managers and other relevant employees a general understanding of the hiring and onboarding process for foreign nationals at the University System. It also covers the required procedures and employment documentation (visas, I-9, i-card, SSN, ITIN, etc.) as locating and using informational resources and contacts when hiring and onboarding issues arise.
Campus Date Time Location Instructors
UIC Thursday, December 7, 2017

9:00-1:00

SSB Conference Room B 

Jim Hammerschmidt

UIUC  Tuesday, December 5, 2017

9:00-1:00

Illini Plaza 204
Stephanie Dvorachek, Associate Director

Martin McFarlane, Director

Kami Van Bellehem, Payroll Specialist


Payment Eligibility and Taxation for Foreign Nationals

Course Description: This course will explore the federal regulations and related processes that apply to the payment eligibility of foreign national students, scholars, and other professionals. Immigration status, payment types, and taxation issues will be reviewed and tools that provide guidance and support to University of Illinois System units will be introduced. The consequences of non-compliance with established federal laws and U of I System policies will also be addressed.
Campus Date Time Location Instructors
UIC Thursday, January 18, 2018

9:00-Noon

1:00-4:00

MAB 723

Kami Van Bellehem, Payroll Specialist

UIUC  Tuesday, January 16, 2018

9:00-Noon

1:00-4:00

Lab #11
Kami Van Bellehem, Payroll Specialist


Employing Foreign Nationals Working Outside the U.S.

Course Description: Hiring and paying foreign national employees outside the United States is complicated and requires special steps in order to comply with federal regulations. This course will help you learn what you need to do to hire a foreign national employee outside the United States. You'll also learn the special steps to take when you have to pay a foreign national employee outside the U.S., and what to do if a foreign national employee who has been working outside the U.S. enters the United States for a period of time. Finally, you'll see where you can find help for hiring and paying foreign national employees outside the U.S.
Campus Date Time Location Instructors
UIC On your own
On own time On your own

Web-based Training

UIUC On your own
On own time On your own
Web-based Training



Last updated: November 20, 2017

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