Workshops, Training and Educational Resources
Page Updated: February 16th, 2017
The management and administration of sponsored programs is complex and must be carried out in compliance with UW policy, federal and state laws, sponsor requirements and award terms and conditions. UW Research Administrators must navigate policies, procedures, and systems in an effort to ensure that sponsored programs are appropriately managed while providing excellent customer service. The courses and resources below will help individuals understand and implement these responsibilities to ensure compliance and protect the university and faculty.
For questions or information related to training opportunities for UW Research Administrators, please contact Melanie Hebl, Education Coordinator in the Research and Sponsored Programs Office, Melanie.Hebl@wisc.edu or 608-890-3068.
Research Administration Training Series
2016 - 2017 Sessions
Introduction to Research Administration & Proposal Preparation
9:00 - 11:00 AM on October 27th, 2016
Budget Preparation Workshop
9:00 - 11:00 AM on November 17th, 2016
Budget Preparation Companion Workshop: NIH Proposals
9:00 - 11:00 AM on December 6th, 2016
Budget Preparation Companion Workshop: NSF Proposals
9:00 - 11:00 AM on December 14th, 2016
FCOI Process on Sponsored Projects and Compliance
(Human Subjects, Animal Welfare & Biosafety)
9:00 - 11:00 AM on January 11th, 2017
9:00 - 11:00 AM on February 16th, 2017
Award Setup, Commitments and Cost Sharing
9:00 - 11:00 AM on March 16th, 2017
Slides Coming Soon!
Award Management and Cost-Transfers
9:00 - 11:00 AM on April 20th, 2017
Slides Coming Soon!
Award Closeouts and Audits
9:00 - 11:00 AM on May 9th, 2017
Slides Coming Soon!
2015 - 2016 Session Resources
Session 1: Introduction to Research Administration
Session 2: Proposal Preparation
Session 3: Award Setup, Commitments and Cost Sharing
Session 4: Award Management and Cost Transfers
Session 5: Award Closeouts and Audits
Session 6: Agreement Types
Session 7: Mini-Sessions: NSF and NIH Training
Budget Preparation Workshop: NIH Proposals Powerpoint Slides
Budget Preparation Workshop: NSF Proposals Powerpoint Slides
Session 8: FCOI Process on Sponsored Projects and Compliance (Human Subjects, Animal Welfare and Biosafety)
Proposal Submission and Award Setup Training
Cayuse: Cayuse is a web-based system for submission of applications via grants.gov. The system is easy to use, provides significant auto-filling of forms, extensive error checking and the ability to see the entire proposal before submission. Learn more at https://www.rsp.wisc.edu/cayuse/index.html.
WISPER: WISPER is the UW's web-based system for electronic routing of applications and agreements related to extramural funding. Learn more at https://www.rsp.wisc.edu/WISPER/.
WISPER 101 - Basics of WISPER (record creation, navigation, worklists)
WISPER 201 - Advanced Session (approvals, award setup, entering protocols, entering effort)
WISPER Hands-On - Computer Lab (walk through information from WISPER 101 and WISPER 201)
Award Management Training
WISDM: WISDM is the Wisconsin Data Mart. WISDM is a web-based reporting system that contains financial data from the Shared Financial System (SFS), Human Resources System (HrS) and some Legacy system transactions. WISDM can be used to query transactions and view reports online. WISDM contains transaction as well as demographic data on projects/grants. Access WISDM at https://wisdm2.doit.wisc.edu/wisdm2/Main.aspx.
Web-based WISDM Training
WISDM for Grants Management
WISDM for Department/Division Administration Offered by UW Business Services
Effort and ECRT Related Trainings
Effort must be reported and certified for all individuals who receive salary support from a sponsored project or who expend committed effort on a sponsored project regardless of receiving salary support from the sponsor.ECRT is an electronic web-based Effort Certification and Reporting Technology System tool that facilitates effort certification and reporting at the UW. Learn more at https://www.rsp.wisc.edu/effort/training/index.cfm.
Web-based Effort Trainings
EC 101 - Effort Coordinator Training
EC 102 - ECRT Hands-On
Additional Training Powerpoints (Outgoing Subs, NIH T32's, NIH Fellowships, etc.)
Additional UW Resources
External Resources (NCURA, SRA, Sponsor Sites, etc.)
Proposal Development (Each part is 90-minutes)
- Part 1: Proposal Planning and Review
- Part 2: Budget & Justification Preparation
- Part 3: Proposal Planning
Pre-award / Budgeting (Each Part is 90-minutes)
- Part 1: Salaries, Fringe, Consultants
- Part 2: Equipment Supplies, Travel, Patient Care
- Part 3: Subawards, F&A and Specialty Costs
Award Negotiation and Acceptance (Each Part is 90-minutes)
- Part 1: Award Negotiation and Acceptance
- Part 2: Federal Contracts
- Part 3: Industry and International Agreements
Award Monitoring and Management (Each Part is 2-hours)
Compliance (Each Part is 2-hours)