Every researcher at the University of Delaware, or collaborating with UD investigators, needs to understand and comply with the ethical guidelines and regulatory requirements relating to the responsible conduct of research that have been established by the University and by the federal government.

Currently, UD offers the following training options for the Ethical treatment of human subjects in research, for using Animals in research, and for the Responsible conduct of research. These training options are:

Human Subjects in Research

• Monthly general training sessions, see Research calendar for upcoming dates
• Specific training for class, department or lab groups (at least 4 people to be trained)
  (Contact hsrb-research@udel.edu or 831-2137 to schedule)
• CITI online training http://www.citiprogram.org

Use of Animals in Research

• CITI online training modules www.citiprogram.org

Responsible Conduct of Research

• CITI online training modules www.citiprogram.org

Export Controls

• General training sessions available on request
• Project specific training for active Technology Control Plans

Contact Elizabeth (Missy) Peloso (epeloso@udel.edu) or call 831-2137 to schedule.

UD's research enterprise depends on funding from federal and state agencies, private foundations, organizations, and industry. The University's electronic Effort Certification Process (ECP) is the principal means of verifying that salaries and wages charged to or contributed to a sponsored project are fulfilled in a manner consistent with the award documentation and compliant with the federal regulations for which the University is held accountable.

If you need assistance in identifying your effort administrator, please see the Department Administrator Directory within our Staff Directory. To learn more about administering the effort certification process in your department, check out these training opportunities.

Our Grants Management Guide is designed to assist departmental research administrators — professionals who work with researchers in their unit and with contract-and-grant experts in the UD Research and Graduate Studies — in establishing, maintaining, and closing out research awards. Click here to explore this great resource.

If you've never applied for research funding as a UD investigator, you've come to the right place. The UD Proposal Guide is designed to cover the basic steps in locating funding opportunities, developing a proposal, managing your award, protecting your results, and sharing your findings with the public. Click here to explore this great resource.

To request a printed copy of Proposal Submission Guidlines click here.

UD Grants.gov Tips

UD Grants.gov Application Submission Process

The PeopleSoft Query tool allows you to extract financial data. The Query tool can be used to do the following:

• Preview query data within Query Manager and Query Viewer, displaying the results set in a table format;
• Write new or modify existing queries (be sure to *SAVE AS* rather than overwrite the original query) to extract new data sets; and
•Download query results to an Excel spreadsheet.

UD Financials: Query Tool introduces you to some of the basic functions of the PeopleSoft (PS) Query tool as they are used at the University of Delaware. Many pre-written queries also are available for use. A PowerPoint presentation explaining Grants Reporting is available here. Also included is a list of public, pre-written queries. Public queries may be added or deleted, so check in Query Viewer or Query Manager to see an updated list. Several acronyms have been designated for pre-written queries. Here are a few:

GMQ — Maintained by RGS; provides Proposal, Project, and CASH information.

Samples include:
GMQ_PI_GRANT _BALS
GMQ_PI_GRANT_BALS_BY_ACCT
GMQ_PI_GRANT_BALS_CATEGORY
GMQ_TRANSACTIONS
GMQ_SUB_INVOICE_ACTIONS

EZQ_BAL_PROJ queries — Maintained by General Accounting; provides Balances and Transaction information for a specific project to date purpose, not by specific project ID.

PIQ — Maintained by RGS; provides curriculum vitae information from the Employee Demographic Data (EDD), as well as FandA by PI.

UDQ — Maintained by the Treasurer’s Office; various useful types of information dealing with Purpose details such as Authorized signers, Titles, Speedtypes, etc.

OBQ — Maintained by the Budget Office; provides information related to Obligations.

July 27, 2010 Research Administrator Summer Conference Clayton Hall
AUDIT SAVVY
PRESENTATION: Audit Savvy Presentation HANDOUTS: No Handouts	Chris Cook
BUDGET BASICS
PRESENTATION: Budget Basics Presentation HANDOUTS: Budget Cheat Sheet Budget Flow Chart Justification Guidelines Good Budget Example Budget Resources Incorrect Budget Example Incorrect Budget Justification Quiz Acceptable Direct & Indirect Costs Sub vs. Consultant Top Ten Budget Considerations	Dawn Johnson, Jessica Cote, Portia Garvey
CHALLENGES OF INTERDISCIPLINARY PROJECTS
PRESENTATION: Challenges of Interdisciplinary Projects Presentatation HANDOUTS: No Handouts	Trudy Riley, Janet Ianni
COMMUNICATION TIPS AND TOOLS
PRESENTATION: Communication Tips & Tools Presentation HANDOUTS: Workshop Objectives Participant Guidebook	Paula Topolosky, Mark Dobbins, Devora Frisby
FUN WITH FINANCE
PRESENTATION: Fun with Finance Presentation HANDOUTS: Active PS Accounts for Campus Cost Transfer Policy Cost Transfer Ninety Day JV notes Cost Transfer Procedure Journal Voucher WebForm UD CAS Guidelines	Cindy Panchisin, Dave Griffith, Devora Frisby, Jill Vamos
FUNDAMENTALS OF RESEARCH ADMINISTRATION
PRESENTATION: Fundamentals of Research Administration Presentation HANDOUTS: Award Checklist Frequent Acronyms Frequent Terms Proposal Checklist Questions to Ask Website References	Kathy Lyons, Sandra Anderson, Laura Paller
GUIDE TO GUIDES
PRESENTATION: Guide to Guides Presentation HANDOUTS: Questions	Susan Tompkins, Katie Brown, Mark Dobbins, Gerri Hobbs
RESEARCH MYSTERIES REVEALED
PRESENTATION: Research Mysteries Revealed Presentation HANDOUTS: Purpose/Project Discrepancy Examples	Susan Tkachick, Janet Ianni, Susan Bledsoe
January 28, 2010 Research Office Conference Clayton Hall
Training	Date	Presenters
PRESENTATIONS: Contract Complexities Business_Of_Billing Policy_and_Procedure_Potpourri Iinfrequent_Flyers Data_and_Documentation Close Out Reports (no materials available) HANDOUTS: Intellectual_Property_Ownership Types_of_Contracts Modes_of_Support Guidelines_C&G_mng Budget_revision_instructions Cost_share_policy Budget_revision Expanded_Authorities Cost_Share_procedure Infrequent_acroyms website Infrequentterms BudgetJustificationGuidelines	Research Office Conference January 28, 2010 Clayton Hall	Trudy Riley Sean Hayes Cordell Overby Jeff Williams Janet Ianni Cindy Panchisin Susan Thompkins Kathy Lyons Laura Paller Dawn Yasik Devora Frisby Susan Tkachick
2009 RCR Training	Link to 2009 training modules	Presenters: Elizabeth (Missy) Peloso
Cost Accounting Standards Cost Transfer Policy Effort Reporting Proposal Updates Proposal Information Sheet Noon Welcome Address	Research Office Semi-Annual Training Clayton Hall, July 20, 2009	Chris Cook & Evelyn Zerenner Janet Ianni Dawn Yasik Trudy Riley Trudy Riley Mark Barteau and Rob Specter
ELI's Partners in Securing Funding Thinking through your Idea ELI Grants Workshop	English Language Institute (ELI) Grants Writing Workshop March 20, 2009	Cordell Overby Kathleen Pusecker Michael Gutierrez
The UD Research Landscape Introduction to Library Resources A Sample Grant Submission	CHEP Grants Workshop March 12, 2009	Karl V. Steiner Carol A. Rudisell Karl V. Steiner
RESEARCH UPDATES 90 days Fact or Fiction Cayuse 424 Cayuse Subawards Compliance Updates Conflict of Interest Effort Certification GMQ Tools Research at UD	Research Updates Jan 22, 2009 Clayton Hall	Susan Tkachick Trudy Riley Trudy Riley Elizabeth (Missy) Peloso Cordell Overby Chris Cook Dawn Yasik Mark Barteau
Export Controls GMQ's in UD Financials Search for Research Funding Online Research Compliance New to Contract & Grant Administration Life Cycle of a Proposal to Award to Closeout Lunch Time Address CAT	January 9, 2008	RGS Staff and Campus Participants
Sub-awards: A Survivor's Guide of Key Concepts and Principles	November 16, 2007	NCURA Videocast
Understanding F and A Query Presentation Cost Sharing Presentation Case Studies for Interdisciplinary Work Lunch Time Address	February 8, 2007	RGS Staff
NIH Grants.gov Hands-on Training eSubmission Pop Quiz ppt NIH Points Doc	January 17 and 18, 2007	RGS Staff
Using Grants.gov at UD	December 11,12,13 and14, 2006	RGS Staff
Preparing for NIH Electronice Grant Application	December 5, 2006	NIH Videocast
Effort Certification I Effort Certification II	September 2006	RGS Staff
Review of UD Grants Manual	July and August 2006	RGS Staff
NCURA Reconciling Effort Reporting and Commitments	June 22, 2006	NCURA Webcaste
Closeout Training.ppt Closeout Checklist Closeout Award Notification Letter Equipment Inventory	April 25, 2006	RGS Staff
Grants.gov: Working towards a common vision.	March 7, 2006	NCURA Video Workshop Series
Obligations and using the PI Snapshot PI Sample Report	January 31 , 2006	Dee Smith, and Cindy Panchisin
30 Most Important Data/fields in UD Financials	January 31 , 2006	Chris Cook
OVPR Campus Training	January 31 , 2006	Dr. Carolyn Thoroughgood, Vice Provost for Research & Graduate Studies
Subcontracts Procedures and Federal Regulations	January 31 , 2006	Susan Tompkins, and George Walueff
NIH's New Electronic Grant Application Process and the SF424	January 11 , 2006	NIH Staff
What am I signing Anyway?	December 2, 2005	NCURA live web/audio conference
Proposal Writing	October 2005	Christine Kahan Black
Grants.gov	May 16,17,19 2005	RGS Staff and College Staff
Obligations Instruction 2005	2005	OVPR
UD Grants System Training	2004	OVPR

The online Grants Management Guide and associated FAQs are designed to introduce you to UD's grants management process. The tools highlighted below and in the next sections can further enhance your ability to manage research grants efficiently and effectively.

To locate research administrators at UD, the Research Office staff directory is where you can find:

• Research Office staff departmental assignments;
• grants administrators from other departments;
• effort administrators who govern the effort certification process in another department.

If you are a UD research administrator and are not yet a member of our e-mail listserv, please sign up for it here.

The UD Financials query tool provides users with pre-written inquiries to proposal (pre-award), transaction (post-award), and other grants-related data. Public queries will enable your data mining and are accessible in UD Financials. Refer to the data dictionary as needed.

The PI Statement is a report that sums expense activity for a PI's active projects. This is delivered in an Excel format. Refer to these instructions for running the report.

The Obligations module is available for grants (or non-grants) purpose obligations to be recorded and in some cases deobligated automatically. Refer to the Obligations Training Instructions for examples and best practices for use of this tool.

Labor Allocation Module (LAM)

The University of Delaware has a Labor Allocation Module (LAM) whereby administrators can assign accurate funding distribution to each pay per employee. Details on the LAM can be found in the LAM training document, in the LAM calculator training document, and in the LAM and Effort Presentation.

LAM users can log on to use the module and LAM Calculator tool at www.udel.edu/LAM.

 

UD Grants.gov Tips

UD Grants.gov Application Submission Process