University of Minnesota
Office of Human Resources
http://www.umn.edu/ohr
612-625-2016

SPECTRUM and Other Sponsored Projects Admin Courses

What You See Is What You Get Element

Course Descriptions

SPECTRUM icon prepost  indicates the audience for the SPECTRUM course. Click on the symbol for curriculum details.


Cost Sharing Fundamentals, SP05 SPECTRUM icon prepost

MINNEAPOLIS WEST BANK

Tue, September 23, 12:30-4:00

Wed, November 12, 8:30-12:30

This instructor-led course covers the overall concept of cost sharing, why it is important to the University of Minnesota, and how to handle, document, and report it throughout the different phases of a sponsored project.

As a result of this training, participants will:

  • Understand roles and responsibilities during the various stages of offering and handling cost sharing commitments.
  • Understand all types of cost sharing to ensure proposals are prepared properly and in compliance with policies and sponsor guidelines.
  • Learn to identify, confirm, and provide accurate cost sharing information to applicable parties.
  • Evaluate a situation by using knowledge of federal and University policies and procedures to determine if cost sharing has been properly implemented.

Prerequisites: Sponsored Projects Overview, Research Compliance

Note: SP05 Cost Sharing Fundamentals is a modified version of SP04 Cost Sharing. Completions of this earlier course count towards the SPECTRUM curriculum certification.

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Effort Certification, SP14 SPECTRUM icon post

UPCOMING DATES

TBD

This instructor-led course will provide an overview of the effort certification process, roles and responsibilities, and policies. Participants will explore case studies that focus on meeting effort certification deadlines, compliance with federal regulations, and troubleshooting changes on effort statements. In addition, participants will gain hands-on practice using the effort certification system (ECRT).

Audience: This course is designed for effort coordinators and other staff involved in the effort certification process.

Prerequisites: Sponsored Projects Overview, Research Compliance

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ECRT 2014 Upgrade

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videoEffort Certification Overview (9:06)


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EGMS Proposal Preparation, SP07SPECTRUM icon prepost

Minneapolis West Bank

Thu, November 13, 8:30-3:30

This instructor-led course provides hands-on instruction for entering proposals into the Electronic Grants Management System (EGMS). Participants will understand how the system is structured and the how the information flows in the Proposal Routing Form. Particular emphasis is placed on using the online budget. Participants will understand EGMS, including the four databases and how the information flows between them. They will practice using the databases effectively with a sample proposal.

Note: previously taken EGMS Proposal Prep sessions fulfill this SPECTRUM course elective.

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Grants.gov, SP17 

UPCOMING DATES

TBD

The 26 federal agencies that award grants have transitioned to an electronic proposal submission system called Grants.gov. This overview class explains how to use Grant.gov for electronic proposals, discusses the different 424 form sets and their associated family of forms as well as the new Adobe form set functionality.

Participants will learn:

  • How the process of electronic submission works from find to submit
  • How to prepare the Grants.gov forms
  • The ins and outs of the Adobe form set 

This class is geared toward individuals completing their first Grants.gov proposal, those looking for a refresher on the system’s functionality, or those who might be interested in the Adobe form set and its transition to be the new standard submission tool.

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Managing Subawards, SP15 SPECTRUM icon post

MINNEAPOLIS EAST BANK

Wed, October 22, 8:30-12:30

This instructor-led course focuses on issues key to successful management of a subaward once it has been issued. Following a brief review of the subaward planning and issuance phases, participants will learn the major responsibilities of PIs and departments to effectively manage a subaward, including compliance oversight, review and approval (or disapproval) of invoices, technical progress reviews, providing additional funding or deobligating support, and the steps involved in closing out a subaward. Special circumstances, including disputes between subrecipients and the University, managing equipment title, PI transfers, handling foreign subawards, and managing export controls will also be covered.

Prerequisites: Sponsored Projects Overview, Research Compliance

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Planning and Issuing Subawards, SP10 SPECTRUM icon pre

MINNEAPOLIS WEST BANK

Mon, October 13, 8:30-12:30

This instructor-led course provides learners with an in-depth look at the various policies and procedures associated with planning and issuing a subaward. After completing this course, learners will be able to determine whether a given activity should be classified as a subaward or a contract for professional services; and will understand what paperwork is needed in order to include a subaward in a proposal, how sub-recipients are “vetted” by the University; and the special obligations associated with subawards under federal contracts. Participants will also understand how subawards are issued and what to do to start the subrecipient monitoring process during the life of the subaward.

Prerequisites: Sponsored Projects Overview, Research Compliance

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Proposal Assembly and Submission SPECTRUM icon pre

This online course provides University employees with a basic overview of how to properly assemble and submit a sponsored project proposal package to Sponsored Projects Administration (SPA).

Upon completion of this course, participants will be able to:

  • Identify the commonly required proposal components.
  • Articulate the common proposal requirements.
  • Know how to develop an effective proposal plan.
  • Assemble a proposal according to University policy and sponsor guidelines.
  • Submit a completed proposal package to SPA on time. 

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Proposal Budget Creation, SP08 SPECTRUM icon pre

MINNEAPOLIS WEST BANK

Thu, October 16, 8:30-12:00

This instructor-led course provides a basic overview of the proposal budget creation process. Through hands-on, engaging case studies and activities, this course will provide participants with the necessary tools to be efficient, compliant, and successful during the proposal budget creation process.

Upon completion of this course, participants will be able to:

  • Explain how a budget is related to a proposal.
  • Describe the phases of the proposal budget life cycle.
  • Distinguish between the different proposal budget types.
  • Recognize there are different project types and funding sources, which result in different implications for proposal budget creation.
  • Recognize the importance of following the sponsor guidelines and deadlines for proposal budget creation.
  • Explain the difference between and the implications of direct, indirect (F&A), and cost share costs included in a proposal budget.
  • Articulate the common policies and regulations that must be adhered to by all departments throughout the proposal budget creation process.
  • Recognize the importance of a proposal budget and how it sets the framework for spending throughout a sponsored project’s life cycle.
  • Prepare a proposal budget using basic calculations and guidelines for the completion of the common proposal budget categories (e.g., personnel, travel, F&A).
  • Revise a proposal budget based on common scenarios (e.g., SPA identified errors, sponsor changes or requests).

Prerequisites: Sponsored Projects Overview, Research Compliance

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Research Compliance, SP02 SPECTRUM icon prepost

This online course is a prerequisite for all core courses associated with the Pre- and Post-Award Departmental Research Administrator (DRA) Certification Programs. This course provides a basic overview of the federal regulations and policies that govern sponsored project management at the University of Minnesota. Specifically, it provides an overview of the three primary federal regulations that govern sponsored projects management conducted by colleges and universities: OMB Circulars A-21, A-110, and A-133. In addition, a high level overview of the various financial, administrative, personnel, and research policies that all DRAs must be aware of in their roles associated with sponsored project management is covered.

As a result of this training, participants will be able to:

  • Identify and access the federal regulations and policies associated with sponsored project management.
  • Use the resources and tools outlined in the course to ensure the sponsored projects they support are in compliance with University policies and federal laws. 

Allow at least one hour to take this online course. It consists of five sections: three on federal regulations, one on policies, and a conclusion. There are five pages to review in the course conclusion; the final page records a course completion to training records.

Prerequisites: Sponsored Projects Overview

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Sponsored Invoicing and Reporting Part 1: Online Course SPECTRUM icon post

This online course focuses on critical department actions, best practices, and coordination with Sponsored Financial Reporting (SFR) to support timely and accurate invoicing of and reporting to award sponsors. It is intended for departmental research administrators (DRAs), departmental accountants, and principal investigators (PIs) and is based on a general knowledge of sponsored projects, research compliance, and the Chart of Accounts.

Prerequisites: Sponsored Projects Overview, Research Compliance

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Sponsored Invoicing and Reporting Part 2: Lab SPECTRUM icon post

This lab is intended for participants of the Sponsored Invoicing and Reporting course and should be taken after the online tutorial. Participants will examine the SFR transaction spreadsheet and will discuss communication from SFR.

Objectives:

  • Utilize the Notice of Grant Award (NOGA) to manage and monitor sponsored award milestones and related tasks.
  • Navigate the SFR expense detail spreadsheet.
  • Compare the Sponsored Award Overview with the SFR spreadsheet.
  • Follow the best practices for supporting timely and accurate invoicing of and reporting to sponsors.

 

Prerequisites: Sponsored Projects Overview, Research Compliance, Sponsored Invoicing and Reporting Part 1: Online Course

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Sponsored Project Closeout, SP16 SPECTRUM icon post

This online course provides the post-award departmental research administrator (DRA) with an in-depth look at the closeout phase of a sponsored project. Upon completion of this course, participants will be able to:

  • Perform common closeout-related administrative and financial tasks according to your role in the process.
  • Access and interpret the Sponsored Award Overview report to identify items requiring attention. 
  • Resolve any issues brought to light by the Sponsored Award Overview report.

Prerequisites: Sponsored Projects Overview, Research Compliance

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Sponsored Project Changes SPECTRUM icon post

This online course is intended for departmental accountants, department administrators, principal investigators, and grant administrators. Participants will learn to recognize the types of sponsored project changes and how to appropriately communicate requests for project changes. Upon completion of this course, participants will be able to:

  • Recognize the types of project changes
  • Determine the needed communication withe the Grant Administrator and other resources, as appropriate.
  • Identify approved project changes as documented in the Notice of Grant Award.

Prerequisites: Sponsored Projects Overview, Research Compliance

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Sponsored Projects Overview, SP01 SPECTRUM icon prepost

This online course provides a basic overview of sponsored projects at the University of Minnesota. The primary audience of this course is employees who serve in the role of the pre-award or post-award departmental research administrators. Employees in these roles are responsible for supporting sponsored projects during the pre-award or post-award phases.

Upon completion of this online course, participants will be able to:

  • Understand basic sponsored project terminology, such as types of sponsored projects and types of sponsored funding.
  • Understand the roles and responsibilities associated with sponsored projects.
  • Understand the life cycle of a sponsored project.
  • Identify resources available to pre-award and post-award departmental research administrators.

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Sponsored Projects Rebudgeting for Certified Approvers

This online course instructs Certified Approvers on how to verify the required steps for performing F&A rebudgeting calculations, access and use the online UMN Worklist Application (online request form that preparers will complete and CAs must review), and perform the required data entry and verification steps in the financial system to complete the net-rebudgeting process.

This course is currently not available.


Sponsored Reporting, SP03 SPECTRUM icon prepost

Minneapolis West Bank

Thu, December 11, 8:30-12:00

This instructor-led course provides an introduction to the sponsored reports available in UM Reports and PeopleSoft. Participants will learn how to locate the various reports, at what point during the sponsored project life cycle each report is beneficial, the business questions answered by each report, and how to read the data on the reports. This course is for departmental research administrators as well as fiscal monitors. These reports will provide insights into the financial management of a sponsored project, so in order to pull information pertinent to your college/admin unit, participants will need to bring their M Key and applicable account numbers (Fund, DeptID, sponsored award and project numbers, etc.).

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 To request disability accommodations, please email orgeff@umn.edu.