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Education & Training

Summary

We offer comprehensive training modules to help you through the award life cycle process. All training courses are available in Taleo Learn. Type SPA in the search menu to view a list of existing training.

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Basic Science Researchers
Basic Science Support Staff
Clinical Researchers
Clinical Research Support Staff

 

Onboarding Modules

Principal Investigator (PI) Onboarding:  This onboarding session introduces researchers to the UT System, Sponsored Programs Administration (SPA), and system resources for which they will need to obtain access and will use to submit and manage proposals/awards.  Additionally, Principal Investigators are given information about important meetings and communications from SPA aimed at informing the research community of updates and process changes.

Department Administrator/Grants/Contracts/Finance Staff Onboarding:   This onboarding session introduces departmental research staff to UT System, Sponsored Programs Administration (SPA), and system resources for which they will need to obtain access and will use to submit and manage proposals/awards.  Additionally, departmental research staff are given information about important meetings and communications from SPA aimed at informing the research community of updates and process changes. 

 

Basic Science Series

Proposal Submission and Pre-Award Overview

This module introduces the research community to successful proposal submission, SPA vs. PI/Dept. roles & responsibilities, system resources for which they will need to obtain access and will use to submit proposals, and important submission workflow information.  Additionally, this level 1 series acts as an introduction to proposal components, key submission deadline information, direct/indirect costs, types of proposals, and Just-In-Time (JIT) procedures.  

Non-Industry Agreements Overview

This module introduces the research community to non-industry agreement essentials, specifically successful agreement submission, SPA vs. PI/Dept. roles & responsibilities, system resources for which they will need to obtain access and will use to submit agreements for full execution, and important submission workflow information.  Additionally, this level 1 series acts as an introduction to agreement types, key submission deadline information, direct/indirect costs, subrecipient vs. vendor determination, risk assessment and the Federal Demonstration Partnership (FDP).  

Award Acceptance Overview

This module introduces the research community to the award intake and setup process, specifically an overview of the post-award process, SPA vs. PI/Dept. roles & responsibilities, system resources for which they will need to obtain access and will use to successfully manage awards, notice of award (NOA) information, award terms and conditions overview, and important award setup workflow information.  Additionally, this module provides key chart of accounts (COA) information and advance account request procedures.

Award Maintenance Overview

This module introduces the research community to the award maintenance and modification process, specifically an overview of the post-award process, SPA vs. PI/Dept. roles & responsibilities, system resources for which they will need to obtain access and will use to successfully manage awards, Uniform Guidance & Cost Principles overview, direct/indirect costs, award modification types, the importance of monthly financial monitoring, cost transfers, direct retros and financial compliance.

Introduction to Revenue Cycle and Cash Management

This module introduces the research community to the revenue cycle and cash management functions in SPA, specifically an overview of the post-award process, SPA vs. PI/Dept. roles & responsibilities, system resources for which they will need to obtain access and will use to successfully manage invoicing, Uniform Guidance & Cost Principles overview, determining the bill type, budget vs. revenue and Payment Management System (PMS) overview.

Financial Reporting and Award Closeout Overview

This module introduces the research community to the financial reporting and award closeout functions in SPA, specifically an overview of the post-award process, SPA vs. PI/Dept. roles & responsibilities, system resources for which they will need to obtain access and will use to successfully manage submission of financial reports and reconciliations for award close-out procedures.

Salary & Wage Confirmation Overview

This module introduces the research community to the updated Salary & Wage Confirmation process and PFr005 Report. The PFr005 Report provides a standardized view of salary and wage information for those employees sourced to sponsored research.  It allows the PI and delegated departmental staff to review actual versus budget at the individual employee sourcing level to validate “reasonableness” of these salary charges across the PI’s research portfolio, as required by Uniform Guidance 2 CFR 200.430. This module was created by SPA in collaboration with others.

Flow Through Proposal Submission Process

This module introduces the research community to the step-by-step process for submission of a flow through or back-in flow through proposal.  Users are taken through each page of the eGrants SmartForm and given guidance for successful budget creation. This module was created by SPA in collaboration with others.

Updated Process of Flow Through Awards without Automatic Carryforward

This module introduces the research community to the updated process for submission of flow through awards that do not have automatic carryforward.  Users are shown how to implement multiple budgets under the same award ID number. This module was created by SPA in collaboration with others.

 

Sponsor-Specific Trainings

NIH Essentials

This module teaches the research community about the National Institutes of Health (NIH) and how to submit funding applications successfully. This Level I series is intended for all research staff and acts as an introduction to the types of NIH grants, NIH-specific terms and conditions, deadline cycles, and system resources.

NIH Training Grants Overview

This module introduces the research community to NIH training grant fundamentals, processes for proposal submission and award management for pre- and post-doctoral fellows and trainees in basic, clinical and behavioral research. Users will be introduced to system resources during the pre- and post-award stages, progress reports and notice of award.

CPRIT Essentials 

This module teaches the research community about the Cancer Prevention and Research Institute of Texas (CPRIT) and explains how to submit funding applications successfully. You will receive insight into the types of CPRIT grants, CPRIT-specific terms and conditions, deadline cycles, and system resources.  

The Welch Foundation Essentials

This module teaches the research community about The Welch Foundation and how to successfully submit funding applications. This training provides knowledge about the various types of Welch grants, Welch-specific terms and conditions, deadline cycles, and system resources.

Department of Defense (DOD) Essentials

This module teaches the research community about the Department of Defense (DOD) and how to submit funding applications successfully. This Level I series is intended for all research staff and acts as an introduction to the types of DOD grants, DOD-specific terms and conditions, deadline cycles, and system resources. 

eGrants Proposal Submission for Non-Grants.gov Applications 

This module teaches the research community how to successfully submit a Non-Grants.gov proposal. We will demonstrate how you can navigate eGrants and decision points for proper application classification. Once completing this training, you will know how to submit a Non-Grants.gov proposal.

eGrants Proposal Submission for Grants.gov Applications

This module teaches the research community how to submit a Grants.gov proposal successfully. This training will show you how to navigate eGrants and decision points for proper application classification. After this training, you will be able to submit a Grants.gov proposal successfully.  

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Clinical Research Series

Clinical Research Services Overview

This module introduces the research community to the important functions of Coverage Analysis and Industry Agreement negotiation by the Office of Clinical Research Services (CRS), within SPA.  Specifically, users are introduced to the concept of clinical research, SPA vs. PI/Dept. roles & responsibilities, system resources for which they will need to obtain access and will use to successfully execute industry agreements and submit coverage analysis requests.

Clinical Trial Accounting & Analysis Overview

This module introduces the research community to the clinical trial finance workflow, SPA vs. PI/Dept. roles & responsibilities, system resources for which they will need to obtain access and will use to create and manage the project budget.

Introduction to ClinCard by Greenphire

This module introduces the clinical research community to the ClinCard by Greenphire system. ClinCard is a web-based platform that allows users to manage clinical research participant payments. Users are introduced to gaining access in the system, how to navigate ClinCard and important contact information for usage assistance. This module was created by SPA in collaboration with others.

ClinCard Compliance and Best Practices

This module introduces the clinical research community and provides tips to enhance usage of the ClinCard system to ensure compliance. This module was created by SPA in collaboration with others.

Clinical Trial Budgeting

This module introduces the clinical research community and provides tips to enhance the budgeting process.  Users will learn the basics of clinical trial budgeting, such as ensuring all fees are accounted for and included and useful tips for creation of a healthy and inclusive budget. This module was created by SPA in collaboration with others.

Clinical Trial Sponsor Negotiations

This module introduces users to the basics of clinical trial sponsor negotiations for successful execution of the clinical trial agreement and budget development.  Users will learn the importance of identifying the components of a clinical trial budget and how to effectively negotiate payment terms and conditions.  This module was created by SPA in collaboration with others.

 

Financial Management Series

Reporting Toolkit for Effective Financial Management

This module introduces users to ORBIT (Online Reporting Business Intelligence Tools) and Power BI.  Users will learn about multiple helpful reports created in Power BI that assist in obtaining valuable information essential to successful financial management of research funding, as well as capturing an overarching picture of your key performance indicators.

Cost Transfer Policy

This module introduces users to the cost transfer guidance, as part of RES-252 Accounting for Sponsored Programs Policy. This training will walk users through the policy overview, changes from prior guidance, and required documentation.  Additionally, users are given instruction on how to perform non-salary cost transfers and payroll reallocations. This module was created by SPA in collaboration with others.

 

Ask for Guidance

Inquiries reviewed and assigned within 4 hours, Monday – Friday 8 a.m. – 5 p.m.

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Leadership

Alina

Alina Grays , MPA

Assistant Director, SPA Education & Business Process

alina.grays@utsouthwestern.edu

Contact Us

Beth Bailey

Outreach Program Coordinator

beth.bailey@utsouthwestern.edu

 

Tools and Resources

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