Training

Currently Enrolling Workshops

Industry Sponsored Research in the Medical School: Working with DRDA View Schedule

Elaine Brock, DRDA

This program will provide valuable insights about how administrators, working with DRDA can effectively process industry sponsored projects. Elaine Brock will share her expertise on these subjects:
** The different types of interactions UM has with industry, including clinical trials, materials transfer and others
** A wide range of Policies and issues related to industry agreements
** How to best work with DRDA to process them through the university system

Introduction to Sponsored Projects Administration View Schedule

Julie Feldkamp and Dave Plawchan, DRDA and Rob Barbret or Bryan van Sickle, Financial Operations

This program is intended for staff who are new to sponsored projects or have very little experience in sponsored projects ("research") administration. It will provide a big picture overview of the sponsored project enterprise at the UM. Participants will receive an overview of the University offices and departments responsible for Research Administration and their relationship to the unit administrator. Participants will also learn what occurs at different stages in the life cycle of a sponsored project, including procedures for proposal development and submission, filling out the PAF, award acceptance, project initiation and more.

Financial Administration of Federally Sponsored Projects View Schedule

Presenter: Cathy Howell, Financial Operations, Sponsored Programs

Purpose: To give an overview of the guidelines and fundamentals of handling Federal Projects within the University Description: Participants will gain awareness of the various aspects of administering Federal Projects. Discussion includes the opening of Project/Grants, concepts of cost sharing, indirect costs, cost accounting standards, A-21 monitoring, hardships, cost transfers, statement of activity and project budget report review.

A-21 Expenditure Monitoring of Federally Sponsored Projects View Schedule

Presenters: Bryan Van Sickle & Kristie Beckon, Financial Operations

This program provides a detailed explanation of how the University applies OMB-Circular A-21 principles to expenditure activity on Federally Sponsored Projects. Participants will gain awareness of how A-21 affects project proposals, post award re-budgeting and the A-21 expenditure review process.
Topics Covered:
OMB Circular A-21
Proposal Preparation Requirements
Project Opening and Budget Establishment
Expense Initiation
Budget Revision
Project Monitoring via SOA, PBSR and Voucher Detail Reports
Annual and Final Expenditure Review

Cost Accounting Standards Training View Schedule

Diane Winter, Fiinancial Operations

Purpose: This course is designed for all staff assigned with fiscal responsibilities at the University of Michigan. You will receive an overview of the federal government's OMB Circular A-21 regulations for Cost Accounting Standards and the policies for compliance at the University of Michigan. The Cost Accounting Standards and the Policy on Indirect Cost Recovery Excluded (ICRX) Expenditures apply to ALL university expenditures.

Topics covered:
OMB Circular A-21
Chartfields and Class (formerly Subclass)
ICRX Expenditures
Restricted Expenditures on Federal Projects
Salary Appointments and Effort Certification
Annual Space Survey

eRPM Proposal Preparation and Unit Review View Schedule

eRPM staff

This instructor led training course combines the courses on proposal preparation and unit review, and will prepare project team members and individuals who create & review (or facilitate the review) of proposals in the eResearch Proposal Management (eRPM) system by:

--Facilitating the transition from current ePAF processing to working with Proposal Approval Forms (PAFs) in eRPM

--Providing skills and knowledge to articulate eRPM workflow, create and manage PAFs/proposals, review and approve proposals (or show others how to do this), use system functionality to communicate with others, and view past transactions

--Promoting electronic management of proposals from proposal preparation through submission to sponsor
All classes will be at Wolverine Towers - Training Room 3

Intro to Budgets: Developing Grant Proposal Budgets View Schedule

Presented by DRDA, Financial Operations and Unit Administrators

This program is intended for less experienced research administrators and faculty who have responsibility for developing budgets for sponsored projects proposals and is valuable those who have post-award financial responsibilities as well. Some familiarity with Excel is recommended.
Topics covered in this program are:
** Identifying Direct and Indirect (F&A) Costs Included in Budgets
** Cost Sharing
** Different budget considerations by sponsor type
** Steps to follow in developing a budget
** A review of different types of budgets and budget formats

Participants will also practice by developing a mock budget as part of this class.

Industry Sponsored Research in the Medical School: Working with DRDA View Schedule
Elaine Brock, DRDA

This program will provide valuable insights about how administrators, working with DRDA can effectively process industry sponsored projects. Elaine Brock will share her expertise on these subjects: The different types of interactions UM has with industry, including clinical trials, materials transfer and others A wide range of Policies and issues related to industry agreements ** How to best work with DRDA to process them through the university system

Introduction to Sponsored Projects Administration View Schedule
Julie Feldkamp and Dave Plawchan, DRDA and Rob Barbret or Bryan van Sickle, Financial Operations

This program is intended for staff who are new to sponsored projects or have very little experience in sponsored projects ("research") administration. It will provide a big picture overview of the sponsored project enterprise at the UM. Participants will receive an overview of the University offices and departments responsible for Research Administration and their relationship to the unit administrator. Participants will also learn what occurs at different stages in the life cycle of a sponsored project, including procedures for proposal development and submission, filling out the PAF, award acceptance, project initiation and more.

Financial Administration of Federally Sponsored Projects View Schedule
Presenter: Cathy Howell, Financial Operations, Sponsored Programs

Purpose: To give an overview of the guidelines and fundamentals of handling Federal Projects within the University Description: Participants will gain awareness of the various aspects of administering Federal Projects. Discussion includes the opening of Project/Grants, concepts of cost sharing, indirect costs, cost accounting standards, A-21 monitoring, hardships, cost transfers, statement of activity and project budget report review.

A-21 Expenditure Monitoring of Federally Sponsored Projects View Schedule
Presenters: Bryan Van Sickle & Kristie Beckon, Financial Operations

This program provides a detailed explanation of how the University applies OMB-Circular A-21 principles to expenditure activity on Federally Sponsored Projects. Participants will gain awareness of how A-21 affects project proposals, post award re-budgeting and the A-21 expenditure review process. Topics Covered: OMB Circular A-21 Proposal Preparation Requirements Project Opening and Budget Establishment Expense Initiation Budget Revision Project Monitoring via SOA, PBSR and Voucher Detail Reports Annual and Final Expenditure Review

Cost Accounting Standards Training View Schedule
Diane Winter, Fiinancial Operations

Purpose: This course is designed for all staff assigned with fiscal responsibilities at the University of Michigan. You will receive an overview of the federal government's OMB Circular A-21 regulations for Cost Accounting Standards and the policies for compliance at the University of Michigan. The Cost Accounting Standards and the Policy on Indirect Cost Recovery Excluded (ICRX) Expenditures apply to ALL university expenditures. Topics covered: OMB Circular A-21 Chartfields and Class (formerly Subclass) ICRX Expenditures Restricted Expenditures on Federal Projects Salary Appointments and Effort Certification Annual Space Survey

eRPM Proposal Preparation and Unit Review View Schedule
eRPM staff

This instructor led training course combines the courses on proposal preparation and unit review, and will prepare project team members and individuals who create & review (or facilitate the review) of proposals in the eResearch Proposal Management (eRPM) system by: --Facilitating the transition from current ePAF processing to working with Proposal Approval Forms (PAFs) in eRPM --Providing skills and knowledge to articulate eRPM workflow, create and manage PAFs/proposals, review and approve proposals (or show others how to do this), use system functionality to communicate with others, and view past transactions --Promoting electronic management of proposals from proposal preparation through submission to sponsor All classes will be at Wolverine Towers - Training Room 3

Intro to Budgets: Developing Grant Proposal Budgets View Schedule
Presented by DRDA, Financial Operations and Unit Administrators

This program is intended for less experienced research administrators and faculty who have responsibility for developing budgets for sponsored projects proposals and is valuable those who have post-award financial responsibilities as well. Some familiarity with Excel is recommended. Topics covered in this program are: Identifying Direct and Indirect (F&A) Costs Included in Budgets Cost Sharing Different budget considerations by sponsor type Steps to follow in developing a budget ** A review of different types of budgets and budget formats Participants will also practice by developing a mock budget as part of this class.