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indicates the audience for the SPECTRUM course. Click on the symbol for curriculum details.
This online session will provide participants with a basic understanding of when, why, and how capital assets must properly be transferred through the completion of the Capital Equipment Asset Transfer Form. In addition, users will learn that the consequences of the improper completion of the form will result in negative impacts to the financial accuracy of accounts, reports, and other financial processes. NOTE: This course has narration, so you will need to access it using a computer that has audio capabilities.
topThu, July 11, 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:
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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Fri, July 12, 8:30-2:00
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
topThis online course is geared towards certifiers and researchers and includes principal investigators (PIs) in their role as certifiers. This course explains the Effort Certification Reporting Technology (ECRT) system and effort certification process. In addition, a “how to” of effort certification is demonstrated.
This course is not required for PIs and certifiers to gain access to the ECRT system.
Thu, July 25, 8:30-3:30
Tue, September 17, 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.
topTBD
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:
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.
topThu, June 27, 8:30-12:30
Thu, September 19, 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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Mon, August 19, 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
topThu, August 29, 8:30-4:00
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:
Prerequisites: Sponsored Projects Overview, Research Compliance
topThis 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:
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
topThis 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:
Prerequisites: Sponsored Projects Overview, Research Compliance
topThis 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:
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.
Thu, June 13, 8:30-12:00
Tue, August 13, 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.).
| Course | Format | Status |
|---|---|---|
| Proposal Assembly and Submission | FY13 | |
| Sponsored Award Setup and Initiation | FY13 | |
| External Support Types | FY13 | |
| Managing Pre-award and Advanced Accounts | FY13 | |
| Project Spending/Non-labor | FY13 | |
| Sponsored Project Changes, Rebudgeting, and No-Cost Extensions | Instructor-Led | FY13 |
| Managing Effort | Instructor-Led | FY13 |
| Invoicing and Reporting | FY13 | |
| Cost Transfers | FY13 |
To request disability accommodations, please contact Training Services, trngsvcs@umn.edu, 612-626-1373.
Training Services
260 West Bank Office Building, 1300 South 2nd Street, Minneapolis, MN 55454