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.

The Office of Research Financial Services 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 Research Financial Services online training materials, including presentations, job aids, and videos, visit Canvas and login with your NetID and password.

The following courses are offered by the Office of Research Financial Services throughout the year.

FMS Related Courses

To register for a training session, login to the Cornerstone Course Registration System (select Research Financial Services)

 

GCAO201 - Award Basics in FMS

Upcoming Classes -  Thursday 4/29/21
                                         Monday 5/17/21
                                         Monday 6/21/21

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 Research Financial Services)

 

GCAR120 - Sponsored Projects Reports In Oracle FMS – Introduction

Upcoming Classes -  Thursday 4/29/21
                                         Tuesday 5/18/21
                                         Tuesday 6/22/21

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 Research Financial Services)

 

GCAT202 - GCA Reports in Tableau

Upcoming Classes -  Friday 4/30/21
                                        Wednesday 5/19/21
                                        Wednesday 6/23/21

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 Research Financial Services (“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 Research Financial Services)

 

GCAC230 - Closeouts In Oracle FMS

Upcoming Classes -  Friday 4/30/21
                                         Thursday 5/20/21
                                         Thursday 6/24/21

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 Research Financial Services)

 

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)

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 Research Financial Services (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 Research Financial Services)

 

SPACE101 - Introduction to Sponsored Programs

Upcoming Classes -  Friday 1/24/2020, 9:30am (Piscataway)

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

Upcoming Classes -  Friday 2/7/2020, 9:30am (Piscataway)

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

Upcoming Classes -  Thursday 3/5/2020, 9:30am (Piscataway)

Duration - 3 hours

Recommended Participants - Administrators of Sponsored Programs

Course Overview - Research Financial Services (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

Upcoming Classes -  Monday 4/13/2020, 9:30am (Piscataway)

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

Upcoming Classes -  Thursday 2/13/2020, 9:30am (Piscataway)

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

Upcoming Classes -  Thursday 3/19/2020, 9:30am (Piscataway)

Duration - 3 hours

Recommended Participants - Administrators of Sponsored Programs

Course Overview - Research Financial Services (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)

Research Financial Services Trainings

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

 

ROP034-Rutgers Project Payroll Confirmation Policy Process and System Training for EXISTING Department Coordinators

WebEx Class Duration2.0 hours

Recommended Participants -  This mandatory 2-hour class is intended for all EXISTING EMPLOYEES WITH PRIOR EXPERIENCE with ECRT familiarity who will be designated as Primary or Secondary Department Coordinators (PDC/SDC) in the new Rutgers Project Payroll Confirmation (RPPC) system.

Course Overview - The course will discuss the roles and responsibilities of DCs; review federal regulations; Rutgers policies/procedures that govern Project Payroll Confirmation on sponsored programs. It will also introduce DCs to learning and navigating the RPPC system during the Life Cycle of Project Payroll Confirmation. DURATION – 2 hours Recommended

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

 

ROP035-Rutgers Project Payroll Confirmation Policy Process and System Training for NEW Department Coordinators

WebEx Class Duration -  3.0 hours

Recommended Participants -  This MANDATORY 3-hour class is intended for all NEW EMPLOYEES who will be designated as Primary or Secondary Department Coordinators (PDC/SDC) in the new Rutgers Project Payroll Confirmation (RPPC) system.

Course Overview - The course will discuss the roles and responsibilities of DCs; review federal regulations; Rutgers policies/procedures that govern Project Payroll Confirmation on sponsored programs. It will also introduce NEW DCs to learning and navigating the RPPC system during the Life Cycle of Project Payroll Confirmation. DURATION – 3 hours Mandatory

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

 

ROP036-Rutgers Project Payroll Confirmation Policy Process and System Training for Principal Investigators

WebEx Class Duration1.0 hours

Recommended Participants -  This 1-hour class is intended for PRINCIPAL INVESTIGATORS in the new Rutgers Project Payroll Confirmation (RPPC) system.

Course Overview - The course will discuss the roles and responsibilities of DCs; review federal regulations; Rutgers policies/procedures that govern Project Payroll Confirmation on sponsored programs. It will introduce P.I.s to learning and navigating the RPPC system during the Life Cycle of Project Payroll Confirmation. DURATION – 1 hour Recommended.

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

 

ROP032 - Effort Certification & Reporting: A Hands-On Review Workshop for existing RPPC Users

WebEx Class Duration -  2.0 hours

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

Prerequisites -
ROP034 or ROP035

Course Overview - The course will review the roles and responsibilities of DCs; review federal regulations and Rutgers policies & procedures that govern Project Payroll Confirmation on sponsored programs. Department Coordinators will navigate their UDOs in the RPPC system during the Life Cycle of Project Payroll Confirmation. DURATION – 2 hours Recommended

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

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)