Training & Resources

We have refreshed our training courses to provide you with a better understanding on utilizing the functionalities for sponsored projects administration within University’s Financial Management System (FMS). 

Participants will gain a thorough understanding of the Postaward grant life cycle. Training will include courses in FMS Award and Project modules, terms and conditions in the Contract module, sponsored project reports analysis, accounts receivable, award closeouts, and other regulatory requirements contained in 2 CFR Part 200 (the “Uniform Guidance”) pertaining to Postaward Management.

GCA provides other training courses and workshops that include Effort Certification & Reporting, Cost Transfers for Sponsored Projects, and Sub-Recipient Monitoring.  Additional courses will be developed in accordance with policy and procedure requirements. 

To view all available GCA online training materials, including presentations, job aids, and videos, visit Canvas and login with your NetID and password.

The following courses are offered by GCA throughout the year.

FMS Related Courses

To register for a training session, login to the Cornerstone Course Registration System (select ORED – Grants & Contracts)

 

GCAO201 - Award Basics in FMS

Upcoming Classes -  Monday 7/22/2019, 10am (Piscataway)
                                    Monday 8/12/2019, 2pm (Piscataway)
                                    Tuesday 8/27/2019, 10am (Newark)
                                    Monday 9/23/2019, 10am (Piscataway)

Duration -  2 hours

Recommended Participants -  For new and current employees working with Sponsored Projects in the Oracle FMS (Financial Management System)

Course Overview - This is an instructor-led course where participants will focus on basic understanding and navigation techniques in Oracle FMS (Financial Management System), Sponsored Projects module, in order to confirm information relevant to Awards, Contracts, and Projects. It is highly recommended for Units with external sponsored projects.

To register: Cornerstone Training Course Registration System (select ORED – Grants & Contracts)

 

GCAR120 - Sponsored Projects Reports In Oracle FMS – Introduction

Upcoming Classes -  Monday 7/22/2019, 2pm (Piscataway)
                                    Wednesday 8/14/2019, 10am (Piscataway)
                                    Friday 9/20/2019, 10am (Newark)
                                    Monday 9/23/2019, 2pm (Piscataway)

Duration -  2 hours

Recommended Participants -  For new and current employees working with Sponsored Projects in the Oracle FMS (Financial Management System)

Prerequisites - GCAO201-AWARD BASICS IN FMS

Course Overview - This is an instructor-led hands-on session providing an introduction on the ‘Report and Analytics’ tool within the Oracle Financial Management System for Sponsored program reports.

To register: Cornerstone Training Course Registration System (select ORED – Grants & Contracts)

 

GCAT202 - GCA Reports in Tableau

Upcoming Classes -  Tuesday 7/23/2019, 10am (Piscataway)
                                    Wednesday 8/14/2019, 2pm (Piscataway)
                                    Tuesday 8/27/2019, 2pm (Newark)
                                    Thursday 9/26/2019, 2pm (Piscataway)

Duration -  2 hours

Recommended Participants - The course is designed for new and current employees.

Course Overview - This is an instructor-led 2 hr course on Tableau Reports relating to Grant and Contract Accounting (“GCA”). Reports include, 1) FMS Payroll Distribution Report (PD), 2) FD Payroll Distribution Report (PD), 3) FD Fund source detail (SD), 4) FD Fund Source Report by Period (MAR). Participants will focus on understanding the navigation through Tableau, setting default parameters, generating and downloading the various reports.

To register: Cornerstone Training Course Registration System (select ORED – Grants & Contracts)

 

GCAC230 - Closeouts In Oracle FMS

Upcoming Classes -  Wednesday 7/24/2019, 10am (Piscataway)
                                    Friday 8/16/2019, 10am (Piscataway)
                                    Friday 9/20/2019, 2pm (Newark)
                                    Friday 9/27/2019, 10am (Piscataway)

Duration -  2 hours

Recommended Participants -  For new and current employees working with Sponsored Projects in the Oracle FMS (Financial Management System)

Course Overview - This is an instructor-led 2 hr course with hands-on computer exercises for learning on how to use the information provided by the Oracle Financial Management System (FMS) when closing out a project. Participants will focus on understanding the process of analyzing project expenditures and creating a closeout worksheet in relation to the sponsored program reports in the FMS.

To register: Cornerstone Training Course Registration System (select ORED – Grants & Contracts)

 

GCAS231 - Cost Transfers on Sponsored Projects

Upcoming Classes -  Wednesday 8/7/19 (Piscataway)
                                     Thursday 9/19/19 (Piscataway)
                                     Thursday 10/24/19 (Piscataway)
                                     Thursday 11/7/19 (Piscataway)
                                     Thursday 12/19/19 (Piscataway)

Duration -  2 hours

Recommended Participants - For new and current employees working with Sponsored Projects in the Oracle FMS (Financial Management System)

Course Overview - This is an instructor-led 2 hr course examining the process of completing submission of cost transfer requests to Grants & Contract Accounting (GCA) when a department is unable to make salary adjustments using the Employee Charging Instructions (ECI) in PeopleSoft to adjust the wages for an employee for transfer of work effort/costs from one or multiple Chart Strings (GL or Project). Participants will focus on understanding the process for reviewing the calculation of reallocation amounts and percentages. Prerequisite: CA020-Commitment Accounting/Discoverer.

To register: Cornerstone Training Course Registration System (select ORED – Grants & Contracts)

 

SPACE101 - Introduction to Sponsored Programs

Duration - 5 hours

Recommended Participants - For Staff, Administrators & Faculty involved in the administration of Sponsored Programs

Course Overview - Welcome to ORED - The first segment of this module will provide an overview of the Office of Research and Economic Development (ORED) and unit’s role in providing services to the University’s research community. In the second segment, the Office of Research & Sponsored Programs (ORSP) will provide an overview of proposal basics, budget preparation, compliance, negotiation and non-financial requirements. Information on corporate sponsored awards support; specifically, corporate research contract review, negotiation and lifecycle management support provided by the Office of Corporate Contracts (OCC) will also be covered. Grant and Contract Accounting (GCA) will provide an overview of central financial accounting functions and post award administration support services for the university’s sponsored programs and other restricted funds, including project reconciliations, award specifics, closeouts, effort certification and cost transfers. Other topics briefly covered are research compliance, corporate engagement and innovation and technology.

To register: University Human Resources Course Registration System (select Business, Accounting & Finance)

 

SPACE110 - Fundamentals of Life Cycle of Sponsored Programs - Pre-Award Administration

Duration - 3 hours

Recommended Participants - Administrators of Sponsored Programs

Course Overview - The Office of Research and Sponsored Programs (ORSP) provides a range of services to faculty and staff seeking funding from public and private not-for-profit sponsors. This module will offer a baseline of knowledge needed to understand the grant submission process, award set-up process, and the various components of grant administration including proposal basics, compliance, negotiation and non-financial requirements.

To register: University Human Resources Course Registration System (select Business, Accounting & Finance)

 

SPACE120 - Fundamentals of Life Cycle of Sponsored Programs - GCA/Post-Award Administration

Duration - 3 hours

Recommended Participants - Administrators of Sponsored Programs

Course Overview - Grant and Contract Accounting (GCA) performs central financial accounting and provides post award administration support services for the university’s sponsored programs and other restricted funds, including the coordination of effort certification processes.This module will provide an overview of the post award lifecycle and applying best practices for grants and contracts management in accordance with University policy and the Uniform Guidance.

To register: University Human Resources Course Registration System (select Business, Accounting & Finance)

 

SPACE200 - Uniform Guidance

Duration -  3 hours

Recommended Participants - Staff, Administrators & Faculty involved in the administration of Sponsored Programs

Course Overview - Understand the importance of safeguarding passwords and access; learn basic navigation techniques in ECRT and new terminology; understand federal and other sponsor regulations governing effort reporting; understand Rutgers' policies and procedures pertaining to effort certification.

To register: University Human Resources Course Registration System (select Business, Accounting & Finance)

 

SPACE310 - Advanced - Sponsored Programs - Pre-Award, A Closer Look

Duration - 3 hours

Recommended Participants - Administrators of Sponsored Programs

Course Overview - The Office of Research and Sponsored Programs (ORSP) provides a range of services to faculty and staff seeking funding from public and private not-for-profit sponsors. This module will build upon pre-award content offering an in depth look into the grant submission and award set-up processes, as well as the various components of grant administration including budget preparation, compliance, negotiation and non-financial requirements.

To register: University Human Resources Course Registration System (select Business, Accounting & Finance)

 

SPACE320 - Advanced - Sponsored Programs - GCA/Post-Award, A Closer Look

Duration - 3 hours

Recommended Participants - Administrators of Sponsored Programs

Course Overview - Grant and Contract Accounting (GCA) performs central financial accounting and provides post award administration support services for the university’s sponsored programs and other restricted funds, including the coordination of effort certification processes. This module will build upon post award content offering an in depth look into the post-award administration lifecycle and the management of grants and contracts by GCA in accordance with University policy and the Uniform Guidance through demonstration of successful grant administration on project reconciliations, award specifics, closeouts, effort certification and cost transfers.

To register: University Human Resources Course Registration System (select Business, Accounting & Finance)

GCA Trainings

To register for a training session, visit the University Human Resources Course Registration System (select BUSINESS AND RESEARCH ADMINISTRATION).

 

ROP030 - Effort Reporting (Part 1) Policy, Process and ECRT System Training

Upcoming Classes -  Thursday 8/1/19 (Piscataway)
                                     Monday 8/12/19 (Newark)
                                     Thursday 9/5/19 (Piscataway)
                                     Monday 9/16/19 (Newark)
                                     Monday 10/7/19 (Piscataway)
                                     Thursday 10/24/19 (Camden)
                                     Thursday 11/21/19 (Piscataway)
                                     Thursday 12/5/19 (Piscataway)

Duration -  3 hours

Recommended ParticipantsEmployees who are responsible for entering or approving time for their department's staff.

Course Overview - Understand the importance of safeguarding passwords and access; learn basic navigation techniques in ECRT and new terminology; understand federal and other sponsor regulations governing effort reporting; understand Rutgers' policies and procedures pertaining to effort certification.

To register: University Human Resources Course Registration System (select Business, Accounting & Finance)

 

ROP031 - Effort Reporing (Part 2) Policy, Process and ECRT System Training

Upcoming Classes -  Thursday 8/1/19 (Piscataway)
                                     Monday 8/12/19 (Newark)
                                     Thursday 9/5/19 (Piscataway)
                                     Monday 9/16/19 (Newark)
                                     Monday 10/7/19 (Piscataway)
                                     Thursday 10/24/19 (Camden)
                                     Thursday 11/21/19 (Piscataway)
                                     Thursday 12/5/19 (Piscataway)

Duration -  3 hours

Recommended Participants -  This course is intended for business managers or any employee responsible for managing and reporting their department's financials.

Prerequisites -  ROP030 - Effort Reporting (Part 1) Policy, Process and ECRT System Training

Course Overview - Understand the importance of safeguarding passwords and access; understand Rutgers policies and procedures pertaining to effort certification; learn what a Certifier is expected to do; learn how to review and process effort cards that are certified; learn how to manage effort tasks and generate ECRT reports.

To register: University Human Resources Course Registration System (select Business, Accounting & Finance)

 

ROP032 - Effort Certification & Reporting: A Hands-On Workshop For ECRT Users

Duration -  2 hours

Recommended Participants -  For new and current employees working with Sponsored Projects in the Oracle FMS (Financial Management System)

Prerequisites -
ROP030 - Effort Reporting (Part 1) Policy, Process and ECRT System Training
ROP031 - Effort Reporing (Part 2) Policy, Process and ECRT System Training

Course Overview - This is a working session in which participants will bring real project cost and revenue transactions that need to be completed for their departments. Participants will learn how to perform these advanced project adjustments, how to obtain the COA string and contract for a project, perform adjustment inquiries and view accounting entries.

To register: Cornerstone Training Course Registration System (select ORED – Grants & Contracts)

Webinars

To register for a webinar training session, visit the University Human Resources Course Registration System (select BUSINESS AND RESEARCH ADMINISTRATION).

 

ROP235-GCA-NCURA Financial Research Compliance Webinar/Streamed Video Workshop

Duration -  3.5 hours

Recommended ParticipantsParticipants should have an introductory knowledge of sponsored finance and associated terminology.

Course Overview - This pre-recorded webinar provides an in-depth look at financial compliance issues through a combination of lecture, case studies, review of federal audit reports, and a discussion of best practices. Participants have option to receive 3.25 hours of continuing education credits = .3 CEU's.

To register: University Human Resources Course Registration System (select Business, Accounting & Finance)

 

ROP236-GCA-NCURA Pre-Recorded Webinar on Civility in Research Administration

Duration -  1.5 hours

Recommended Participants -  All employees can attend this session.

Course Overview - A thought provoking conversation between panelists on Civility, Compassion, Respect, Kindness, and Service discussing the practical and ethical roles of Civility in Research Administration. Panelists include Kim Moreland (Associate Vice Chancellor for Research Administration, University of Wisconsin – Madison) and Stephen Hansen (Emeritus Professor and Dean, Southern Illinois University Edwardsville). Participants have option to receive 1.5 hours of continuing education credits = .2 CEU's.

To register: University Human Resources Course Registration System (select Business, Accounting & Finance)