Training Roadmap for End Users with Sponsored Project ...

Training Roadmap for End Users with Sponsored Project & Fiscal Responsibilities

Professional Development & Learning

January 30, 2019

For questions or comments, please contact controller.training@colorado.edu.

SECTION 1 RESPONSIBLE FOR

ALL FUNDS

SECTION 2 RESPONSIBLE FOR

GIFT FUNDS (FUND 34)

SECTION 3 RESPONSIBLE FOR SPONSORED PROJECTS FUNDS (FUNDS 30, 31, 33)

SECTION 1: REQUIRED COURSES

Information Security & Privacy Awareness Required for System Access (CU System)

CU-Data Financial Statements Required for System Access (CCO)

SECTION 1: OPTIONAL COURSES

Accounting 101 (CCO)

Fiscal Code of Ethics Required Annually for Fiscal Managers

(CU System)

PeopleSoft Finance System Required to complete JEs

(CCO)

Accounting 201 (CCO)

COMPLIANCE

SECTION 2: FUND 34

Gift Fund Management Required for System Access

Creating Gift Agreements (CU Foundation)

SECTION 3: FUNDS 30,31,33

DRA Research Essentials (2-Day Course) (OCG)

SECTION 3: INFOED

To request InfoEd training, email erahelp@colorado.edu.

The Guide: Chapter 14 (CCO)

Content under review

SECTION 3: PROCESS & COMPLIANCE COURSES

Proposal Development & Submission (OCG)

Outgoing Subawards & Subcontracts (OCG)

Contract Process OCG

Export Controls and Restricted Research

(RIO & OCG)

FISCAL COMPLIANCE

Content is under review for the following:

Account Monitoring & Reconciliation (CCO & OCG)

Financial Compliance: Cost Share (CCO)

Financial Compliance: Cost Transfers (CCO)

Financial Compliance: Key Risks (CCO)

Making the Case for Allowability (CCO)

Grant Administration (OCG)

Intellectual Property & University Research

(OCG)

Award Compliance (OCG)

Researcher Conflicts of Interest & Commitment

(OCG)

Service Activities (Fund 33) (OCG)

AWARD

PROPERTY

AWARD CLOSEOUT

EPERS

Finance System Inquiry Required for System Access

(CU System) Finance System Journal Entries

Required to complete JEs (CU System)

The Guide: Chapters 4,10,13,15 (CCO)

Content under review

CU Foundation Gift Reporting System (Financial Edge) (CU Foundation)

ePERs Required Online Training (CU System)

ePERs In-Person Training (CCO)

Closeout (OCG & CCO)

Managing Sponsored Projects Property (OCG)

Property Management (3-Part Leads to Certification)

(CCO + OCG)

SECTION 3: OTHER RESOURCES

Informal Sessions: RAM, Tuesday Talks, CU After Lunch

"What's New" Series (OCG) (Regulation Changes)

Certified Research Administrators Study Group (Online) (OCG)

OCG Learning-On-Demand Tools: Video, Etc.

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