Training Modules

 

Training toolkit

This toolkit serves as a comprehensive resource hub designed to support UW faculty and research staff in managing sponsored projects after awards are granted. It includes targeted “knowledge base” articles and instructional videos covering key post‑award topics—such as cost transfers, faculty salary accounting (“9/12”), institutional base salary, allowable costs, program income, cost sharing, effort reporting, and Wyocloud reporting.

 

Additionally, it highlights upcoming workshops like the NCURA virtual session on AI in customer service, offering guidance on streamlining administrative processes. Overall, the toolkit’s intent is to help researchers navigate financial compliance, reporting, and administrative procedures efficiently while reducing their administrative burden.

 

Check this page frequently as it will be updated with new training opportunities. 

 

Expenditure Corrections/Cost Transfers



“9/12 Faculty” Accounting

Institutional Base Salary

Allowable Costs

Program Income

Cost Sharing

Effort Reporting

Wyocloud Reporting

Upcoming Training

October 29, 2025

Part of the SPonsord Projects 101 Trainings

 

Proposal Development

 

  • 2:00pm - 3:00pm MT Presentation

 

  • This includes learning about the different types of proposals (e.g., business, grant, government contract), the stages of proposal development from initial idea generation to submission, and the crucial elements that make a proposal successful.

 

Zoom Link

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Sponsored Projects 101 Training Series

We are excited to announce our monthly Sponsored Projects 101 training series—designed to help you navigate the essentials of managing externally funded research and sponsored projects.

What you'll learn:

  • Understanding sponsored projects and funding sources
  • Key steps in proposal preperation and submission
  • Post-award management basics (budgets, compliance, reporting)
  • Resources and contacts available to support your work

Who should attend: Faculty, staff, and researchers who are new to sponsored projects-or anyone that would like a refresher. 

Format: Monthly, 60 to 120-minute hybrid (virtual and in-person) sessions on Wednesdays. 

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2:00pm to 3:00pm

 

This includes learning about the different types of proposals (e.g., business, grant, government contract), the stages of proposal development from initial idea generation to submission, and the crucial elements that make a proposal successful.

 

ZOOM LINK

2:00pm to 3:00pm

 

An overview of the institutional processes and requirements for submitting proposals for external funding. This session covers key topics such as proposal development, budget preparation, compliance considerations, and the internal review workflow. Participants will gain a clear understanding of roles and responsibilities, timelines, and best practices to ensure successful and compliant submissions.

 

ZOOM LINK

2:00pm to 4:00pm

 

Best practices for managing sponsored awards, including budget monitoring, allowable costs, and reporting requirements. The importance of accurately certifying effort on sponsored projects, institutional policies, and common pitfalls to avoid. Procedures for handling changes to awards, such as no-cost extensions, budget revisions, and changes in scope or personnel. More information on Direct Costs, Expenditure Corrections, and other Office of Sponsored Programs trainings.

 

ZOOM LINK

2:00pm to 4:00pm

 

Review and resources on Hazardous Materials, Site or Conflict of Interests, Animal Oversight, Human Ethics, Foreign Security, Export Control, Responsible Conduct of Research (RCR), and Controlled Substances.

 

ZOOM LINK

2:00pm to 4:00pm

 

Overview of UW's purchasing policies, allowable charges, contract process, and asset management.

 

ZOOM LINK

2:00pm to 3:00pm

 

An overview of the key steps and compliance requirements involved in closing out sponsored awards and submitting progress reports. Participants will learn best practices for financial reconciliation, final reporting, documentation retention, and navigating sponsor-specific guidelines. The session also covers timelines, roles and responsibilities, and common pitfalls to avoid, ensuring a smooth and compliant closeout process.

 

ZOOM LINK

2:00pm to 3:00pm

 

Information on Small Business Development Center, Small Business Innovation Research, Strategic Partnerships, Center of Entrepreneurship and Innovation, and Technology Transfer.

 

ZOOM LINK

2:00pm to 3:00pm

 

An optional session for people to come ask follow-up questions on any session and provide feedback on the training.

 

ZOOM LINK