Sponsored Projects Administration

This course provides an overview of the sponsored project administration process for unit administrators involved in sponsored project management. Participants will understand policies, procedures, and terminology that guide the process from preparing the proposal to financial management during the project to project reporting and closeout. Particular emphasis is given to the general policies, procedures, and guidelines, rather than to a particular sponsor.

• Wednesday-Thursday, January 6-7
  (day 1) 8:30-4:00
  (day 2) 8:30-12:00

Register for Sponsored Projects Administration

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Sponsored Projects Overview

SPA, SFR, and Training Services have partnered together to create this online presentation for sponsored projects users. Highlights of the presentation include:

• Updates to sponsored business processes throughout the proposal, award, management, and closeout phases
• Navigational paths showing where to find information in the financial system, such as proposal status, award status, and budget information
• Sample NOGA and sample reports
• Other resources

The presentation is approximately 37 minutes long. No enrollment is required.

View Sponsored Projects Overview

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Sponsored Projects Rebudgeting for Certified Approvers

This 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.

To enroll in the online course, go to the Sponsored Projects Rebudgeting for Certified Approvers Enrollment Form.

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Effort Certification

This course provides a detailed overview of the effort certification process and its surrounding policies. Participants will understand the different sections of the Effort Statement, the various reports, and how they work together as a project management tool. Through exercises and case studies, participants will explore common effort certification situations. This is NOT a hands-on class for the Effort Certification and Reporting Technology (ECRT) system. This course is required for first-time effort coordinators. Otherwise, it is optional to others who are new to the effort certification process.

• Wednesday, January 27, 8:30-11:30

Register for Effort Certification

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EGMS Division Administration

To be established as a Division Administrator (DA), the department head must send an e-mail to spald003@umn.edu identifying the approved DA and division name before the approved DA attends EGMS Division Administration.

This course provides an overview of the Electronic Grants Management System used for proposal creation. Particular emphasis is placed on the Proposal Routing Form and the electronic routing of the proposal for approval using FormsNirvana.

Participants will receive a general overview of EGMS databases and how they are related. As EGMS DAs, they will also acquire the tools and knowledge needed to perform their responsibilities and will be assisted in getting started with the set up process.

This course is offered by individual appointment only. Call 612-626-1373 to make an appointment.

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EGMS Proposal Preparation

This 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.

• Tuesday, December 8, 8:30-3:30

Register for EGMS Proposal Preparation

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Effort Certification for PI/Faculty

This course, offered for unit level instruction, is a shortened version of the Effort Certification course. Particular emphasis is placed on principal investigator/faculty member responsibility in the effort certification process.

This course is offered by individual appointment only. Call 612-626-1373 to make an appointment.

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