Grants & Sponsored Projects Training Materials

Job aids, handouts and training guides are the latest versions of materials used in OBFS training courses. For your convenience, documents will open in new browser windows. Most documents are in the Acrobat PDF format. Please choose the course name:

All Universities

• Grants & Contracts for Professional and Administrative Personnel (GC101)
• GC70 Request to Establish Anticipation
• Multiple-Year Labor Encumbering in Banner
• Grants Status and Billing Summary Report

Grants & Contracts for Professional and Administrative Personnel (GC101)

Instructor-Led

This course will describe the relationship between grants and funds, review forms related to sponsored projects, describe how to conduct queries relating to grants, funds, expenditures, budgets and transaction detail and review inception-to-date and expense reports.

Job Aids

• Determining Fund and Grant Balances [updated: 10/22/18]
• Find Grants by PI Form [updated: 10/22/18]
• Grant Billing Information [updated: 10/22/18]
• Look Up Encumbrances [updated: 10/22/18]
• Look Up Grant Attribute Information: User-Defined Data [updated: 10/22/18]
• Review Grant Transaction Detail
• Look up Indirect Cost Distribution

Handouts

• Grant Code Conventions [updated: 10/26/15]
• Grants & Contracts Pages Chart [updated: 10/29/18]
• Query Pages [updated: 10/22/18]
• Financial Look Up Pages [updated: 10/22/18]

Participant Guide

• Grants & Contracts for Professional and Administrative Personnel (GC 101) [updated: 8/22/18]

GC70 Request to Establish Anticipation

This Job Aid walks through the online version of the GC70 form: Request to Establish an Anticipation Grant/Fund - Request to Use Expired or Overdrafted Grant/Fund. The form allows University of Illinois System departments to request approval from the Grants and Contracts Office (GCO) to set up or renew anticipation grant/fund code(s), continue use of existing grant/fund code(s), or use expired or overdrafted grant/fund code(s). This Job Aid will provide tips on creating, submitting, and tracking requests online.

The online GC70 form can be accessed at: GC70: Request to Establish an Anticipation Grant/Fund - Request to Use Expired or Overdrafted Grant/Fund

• First time users: The first time you attempt to log into the system for the online form, you will be prompted to fill out a request for access. Once this request has been approved and processed, you will be able to use the same link to log in and begin work.

Job Aids

• GC70 Request to Establish Anticipation Slides [updated: 6/20/16]

Multiple-Year Labor Encumbering in Banner

Banner calculates labor and fringe encumbrances related to future fiscal years. This functionality can aid in forecasting future labor and fringe encumbrances associated with grants and federal appropriations.

Job Aids

• Multi-Year Encumbrance Date Logic - Start Date [updated: 10/22/18]
• Multi-Year Encumbrance Date Logic - End Date [updated: 10/22/18]

Participant Guide

• Multi-Year Labor Encumbering [updated: 6/29/18]

Grants Status and Billing Summary Report

Job Aid

This report provides a comprehensive financial summary of a grant, including budget and expense information, general ledger balances for a specific accounting period, current accounts receivable balances, and individual sponsored project billings. The report is updated daily and can be accessed in ViewDirect or in EDDIE. A job aid containing instructions on accessing EDDIE and running the report is shown below.

• Grants Status and Billing Summary Report [updated: 3/18/15]

Please send questions or comments regarding training to Learning Systems Support at sharedservices@uillinois.edu.

Last updated: July 26, 2018