Responsible individuals must be identified for every CU Gift Fund Speed Type. This is accomplished by assigning those individual's fiscal roles in the PeopleSoft Finance System. 

Individuals who have fiscal roles of Fiscal Principal, Fiscal Manager, or Fiscal Staff on Gift Fund Speed Types must complete gift fund management training. This training is available in Skillsoft, through the campus portal. 

The Finance System will accept any individual for a fiscal role. However, the system will not load approval capability for Gift Fund Speed Types to CU Marketplace or to the Concur Travel & Expense System unless the individual has completed the mandatory training. Due to this requirement, OGC is requiring gift fund training to be taken prior to setting up an individual fiscal role on gift funds (i.e., fund 34). To access training, you can use the portal link, enter Percipio/Skillsoft and Search for Gift Fund Management u00082.