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 Campuses

Chicago Specific

Urbana/Springfield Specific

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

Handouts

Participant Guide

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GC70 Request to Establish Anticipation

Webinar

This Webinar walks through the new 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 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). Whether you are familiar with the old paper form or are a first-time user, this course will explain some of the benefits of the new process and provide tips on creating, submitting, and tracking requests online.

Note: You will need Adobe Flash Player and JavaScript enabled in your browser to watch this recording.

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Multiple-Year Labor Encumbering in Banner

Job Aid

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

Participant Guide

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FIGR 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.

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Life Cycle of a Sponsored Project Activity (Chicago Specific)

Video

This presentation walks through a complete cycle of the life of a sponsored award. The presentation incorporates the perspectives of the Business Manager, Human Resources, and the Central Office (Office of Research Services/Office of Grants & Contracts) allowing viewers to draw connections that can be readily applied to day-to-day grant administration activities. Frequently asked questions and potential problem areas for research administrators are addressed.

Presenters:

Patricia Manheim, Associate Director of UIC Office of Research Services
Mee Mee Lee-Choi, Associate Director of UIC Grants and Contracts
Ahlam Al-Kodmany, Director of Financial Operations, Institute for Health Research and Policy, UIC

Note: You will need Adobe Flash Player and JavaScript enabled in your browser to watch these recordings.

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Best Practices for Sponsored Project Closeout (Chicago Specific)

Webinar

Are you responsible for managing sponsored project funds? This Webinar may be useful to you as it will provide guidelines for preparing and submitting financial reports for sponsored projects and the closing of related funds on a timely basis once the projects are terminated. The responsibilities of both the units and the Office of Grants and Contracts are discussed. Topics include:

  • Purpose of closeout
  • Compliance and administration
  • Closeout responsibilities
  • Tools to enable the closeout process
  • Overview of Report of Expenditure Worksheet (ROE)
  • Other closeout issues
  • Project closeout checklist

Note: You must have Windows Media Player 9 or above to view this recording. If you receive a message requiring "codec" installation, download this free computer program by clicking on the following link: http://www.gotomeeting.com/codec. Please follow the instructions. Select install the code, run and save the file and unclick the "protect my computer" option. This video is best viewable in Internet Explorer. If you use Firefox, you will need to make sure you have the Windows Media Player Plugin Add-on installed.

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Cost Transfers on Sponsored Projects (Chicago Specific)

Webinar

This webinar contains crucial information for all business managers who need their sponsored award-related journal vouchers (JVs) and labor redistributions to be processed in an efficient and compliant manner. Centering on the UIC Sponsored Project Cost Transfer Policy, the session is presented by officials in the UIC Grants & Contracts Office who enforce the policy and review the JVs and labor redistributions. Attendees will learn the required criteria for the preparation, approval and processing of the various types of sponsored award-related cost transfers.

Note: You must have Windows Media Player 9 or above to view this recording. If you receive a message requiring "codec" installation, download this free computer program by clicking on the following link: http://www.gotomeeting.com/codec. Please follow the instructions. Select install the code, run and save the file and unclick the "protect my computer" option. This video is best viewable in Internet Explorer. If you use Firefox, you will need to make sure you have the Windows Media Player Plugin Add-on installed.

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Advanced Topics in Research Compliance (Chicago Specific)

Video

This video presents case studies of several current topics in research compliance. Topics include both pre-award and post-award issues such as: IRB protocols, progress reports, unallowable costs and sub-recipient monitoring. Topics were chosen based on recent audit findings and questions raised during desk reviews and sponsor inquiries.

Presenters:

Vanessa Peoples, Executive Director and Assistant Chief Business Officer of UIC Grants and Contracts
Fuller Lyons, Associate Director of UIC Grants and Contracts
Amneh Kiswani, Assistant Director of UIC Office of Research Services

Note: You will need Adobe Flash Player and JavaScript enabled in your browser to watch this recording.

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Find Labor Redistributions requiring GC-81 Form (Chicago Specific)

Job Aid

This job aid desribes how to Find Labor Redistributions requiring GC-81 Form using a report in EDDIE:

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American Recovery and Reinvestment Act of 2009 (ARRA) – Award Requirements (Chicago Specific)

Instructor-Led

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Online Semi-Annual Confirmation Application (Urbana/Springfield Specific)

Tutorials

Note: You will need Adobe Flash Player and JavaScript enabled in your browser to watch these online tutorials. These tutorials have audio. If you do not have audio capability, please use the Closed Captioning function by clicking the CC button ( Closed Captioning ) in the playback controls at the bottom of the video. These tutorials are best viewed in Internet Explorer 8, though other supported web browsers are Firefox, Safari and Chrome.

Job Aids - Overview Training

Job Aids - Detailed Reference Material/Training

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Please send questions or comments regarding training to the OBFS Training Team at obfstrainingteam@uillinois.edu.

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Last updated: May 10, 2012