Policy for Reimbursement of Training Costs in Financial Management Eligibility:

You have a current (less than 2 years old) EDP on file with goals that include this training or course or you have updated your EDP to include a goal served by this training/course. On-going discussions between leader and staff are critical to ensure that customer needs can be met, and to allow co-workers the opportunity to plan for absences.  Employees should be performing well in their current jobs.  If a class is conducted during regular work hours, the employee must:

  • Complete the Time and Funding Request form
  • Gain signatures from supervisor and EIT member
  • Submit form to department TAP Team member
  • Note: if a class is taken during non-work hours, then you are NOT allowed compensatory time off


It is the responsibility of the individual to register for the particular class.

FM Release Time Policy

  • Release time is granted according to the UW Release Time Policy, which allows up to 24 hours per quarter plus travel time for training and development.

Reimbursement:

  • You must be eligible for reimbursement (see Eligibility.)
  • You must have proof of payment (charge card receipt, canceled check, bank statement etc.)
  • Note:  The EDP program does not support professional conferences or related travel expenditures.
  • If reimbursement is requested for college costs, a copy of the college-released transcript showing at the minimum a “C” grade or 2.0 for the class(es).
  • Documentation should be attached to the EDP cover sheet and sent to your departmental TAP team member.
  • Please allow 1-2 weeks processing time for reimbursement requests.

UW POD classes (also covers external training)

Who is eligible? What costs are covered? What costs does the employee pay? For more information about this training opportunity
All permanent (full‐ or part‐ time) employees or those on FDA appointment All costs for classes up to a maximum of 24 hours (for full‐time) or a maximum of 12 hours (for part‐time employees) per quarter OR the costs of any additional training required by the employee’s leadership team. The employee pays the cost of all classes in excess of the agreement negotiated with the supervisor. Visit the UW Professional and Organizational Development website for more information. http://www.washington.edu/admin/hr/pod/

WACUBO Summer Institute

Who is eligible? What costs are covered? What costs does the employee pay? For more information about this training opportunity
All formal or informal leaders permanently employed (full‐ or part‐ time) in the Financial Management Group. A small number of leaders from the Financial Management Group departments are selected annually for full sponsorship to the Institute. All costs including registration, lodging, food/per diem, and travel. Funding is shared by the Financial Management Group ($5,000 maximum for four leaders) and departments. The employee pays any expenses of a personal nature not reimbursable under UW travel guidelines. Visit the WACUBO site: http://www.wacubo.org, then click on Business Management Institute.

Registration for College Classes (for credit)

Who is eligible? What costs are covered? What costs does the employee pay? For more information about this training opportunity
All permanent (full‐ or part‐ time) employees or those on FDA appointment. Must first be admitted to the college. Registration and mandatory fees up to a total of $80 per quarter if the employee earns at least a C grade or 2.0 in the class(es). The employee pays the registration costs that exceed the $80 limit and for all other related costs (e.g. books, materials, lab fees, mileage to & from class). For more information about the tuition exemption program at either schools, visit: http://www.washington.edu/students/reg/tuition_exempt.html

UW Tuition Exemption Program

Who is eligible? What costs are covered? What costs does the employee pay? For more information about this training opportunity
All professional and classified staff employed at least 50% time. FDA classified staff are eligible after probation. Must first be admitted to the UW. UW will waive tuition for up to six credits when enrollment is on a “space‐ available” basis. The Tuition Exemption Program is available at the University of Washington Seattle, Bothell and Tacoma campuses. EDP will reimburse registration and mandatory fees up to a total of $80 per quarter if the employee earns at least a C grade or 2.0 in the class(es). The employee will pay a per credit charge for any credits taken over the six covered by the program. The employee pays the registration costs that exceed the $80 limit and for all other related costs (e.g., books, materials, lab fees, mileage to & from class).

Visit the website for the Tuition Exemption Program: http://www.washington.edu/admin/adminpro/APS/22.01.html

UW employees who are not enrolled in a degree program may take classes as non-matriculated students after completing a UW Non-Matriculated Admission Application.

UWEO/ Educational Outreach Certificate Program

Who is eligible? What costs are covered? What costs does the employee pay? For more information about this training opportunity
All permanent (full‐ or part‐ time) employees within Financial Management The department will reimburse up to $300 upon successful completion of the course. 1. Before making the decision to enroll, participants must conduct reference checking with past attendees about the quality of the offering.  2. Make sure Employee Development Plan is updated and approved and includes this activity.  3.  The department can fund more than $300 with approval from the AVP.
 
The employee will pay anything not approved for payment by the reimbursement policy or approved for payment by their own departmental budget. Contact f2train@u.washington.edu

CPSM License (Certified Professional in Supply Management)

Who is eligible? What costs are covered? What costs does the employee pay? For more information about this training opportunity
All permanent (full‐ or part‐ time) employees within Financial Management 1. Up to $200 for registration in one CPSM exam preparation course (excluding books) after the exam has been passed, one time only. Two exam preparation courses are offered through CPSM (one course for exams 1, 2 & 3, and one course for the Bridge Exam) for a total reimbursement of $400. 2. Full cost of taking each level of the CPSM exam after each level has been passed. Cost of level 1, 2, 3 and the Bridge Exam is $180 each, for a total of $720. 3. Any reasonable dues related to membership in a professional organization

 

 

The employee or local department pays: 1. Any CPSM-related costs that are not covered by the reimbursement policy (see left). 2. Cost of study materials, or any other course preparation costs that exceed the $200 limit. Visit the ISM site for more information: http://www.ism.ws/certification/

CLE (Continuing Legal Education)

Who is eligible? What costs are covered? What costs does the employee pay? For more information about this training opportunity
All permanent (full‐ or part‐ time) employees within Financial Management 1. Up to $200 for registration in a bar exam preparation course (excluding books) after the exam has been passed, one time only.  2. Reimbursement up to $375 to take the Washington State bar exam, one time only.  3. Annual bar license fee.  4. CLE seminars and courses, up to $1,800 over 3 calendar years. NOTE: Travel costs for out-of-town classes will be paid only if the classes are management directed. 
 
The employee or local department pays: 1. Any CLE-related costs that are not covered by the reimbursement policy (see left). 2. Cost of study materials. 3. Washington State Bar Association dues.  4. Chartered Property and Casualty.  5. Membership dues for the National Association of College and University Attorneys.
 
Visit the Washington State Bar Association:
www.wsba.org
 

CFA (Certified Financial Analyst)

Who is eligible? What costs are covered? What costs does the employee pay? For more information about this training opportunity
All permanent (full‐ or part‐ time) employees within Financial Management 1. Up to $200 for registration in a CFA exam preparation course (excluding books) for each of the 3 levels after each level has been passed (for a total of $600), one time only.  2. Full cost of taking each level of the CFA exam after each level has been passed.  Cost for level 1: early enrollment fee for exam (currently $600).  Cost for level 2: early enrollment fee for exam (currently $350).  Cost for level 3: early enrollment fee for exam (currently $350). 3. Any reasonable dues related to membership in a professional organization
 
The employee pays any CFA-related costs that are not covered by the reimbursement policy (see above). Visit the AIMR web site for more information: http://www.aimr.com/

GMAT/GRE Course Preparation

Who is eligible? What costs are covered? What costs does the employee pay? For more information about this training opportunity
All permanent (full‐ or part‐ time) employees within Financial Management Up to $200 for registration in a GMAT/GRE preparation course (excluding books) after the employee has applied to graduate school. (Please provide proof of application.)  FM will reimburse the full cost of taking the GMAT/GRE (one time only) after the employee has applied to graduate school
 
The employee pays for the course preparation costs that exceed the $200 limit.

Information on the GMAT exam is available at: http://www.mba.com/mba/thegmat.The UW Women’s Center offers GMAT and GRE preparation courses. More information is available at: http://depts.washington.edu/womenctr/lifelong/index.shtml

CRA Designation (Certified Research Administrator)

Who is eligible? What costs are covered? What costs does the employee pay? For more information about this training opportunity
All permanent (full‐ or part‐ time) employees within Financial Management 1. The full cost of taking the CRA exam, after the exam has passed one time only (currently $330). 2. On-going licensing fee, every fifth year (currently $175). 3. Continuing Education seminars, courses and activities up to $1,000 every 5 calendar years (40 hours over 5 years).
 
The employee pays any CRA related costs that are not covered by the reimbursement policy. Visit: http://www.cra-cert.org/

CPA License (Certified Public Accountant)

Who is eligible? What costs are covered? What costs does the employee pay? For more information about this training opportunity
All permanent (full‐ or part‐ time) employees 1. Up to $200 for registration in a CPA exam preparation course, (excluding books) after all parts of the test have been passed, one time only.  2. Full cost of taking the CPA exam, after all parts have been passed, one time only.  3. First time licensing fee, (currently $300), one time only.  4. On-going licensing fee, every third year (currently $230).  5. CPE seminars and courses, up to $1,800 over three calendar years. 6. Any reasonable dues related to membership in a professional organization . NOTE: Travel costs for out-of-town classes will be paid only if the classes are management-directed. 
 
The employee pays any CPA‐related costs that are not covered by the reimbursement policy (see above). Visit these sites: http://www.aicpa.org http://www.wscpa.org http://www.cpaboard.wa.gov