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Kuali Session 1: Basics and Proposal Submission
Location: Lederle Graduate Research Center (LGRC Lowrise) Participants will learn how to navigate Kuali and complete the Proposal Development record, including:
· An overview of the Kuali platform, user dashboard, key concepts, and how to create a new proposal
· How to enter preliminary proposal details – sponsor, grant type, grant period, etc.
· How to fill out investigators RTF and intellectual credit splits
· How to fill out the compliance sections and the questionnaire (IPF)
· How to attach documents to fulfill UMass and Sponsor requirements
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Core 2 - Proposal Submission and Budgeting
Location: Life Sciences Lab building(LSL) This session focuses on submitting proposals through the Office of Pre-Award Services (OPAS). Participants will learn the basics of budgeting and building budget justifications to meet sponsor and university guidelines. This session will also cover key policies and procedures related to proposal submission and OPAS review criteria. The goal is to ensure participants walk away with practical information to help navigate the complexities of proposal submission.
Summit Financials Reporting - Feb
This training gives a comprehensive overview of financials reporting in Summit, including how to access fund and grant balances, summaries, and transactional detail with ease. It is useful for anyone who needs to review financial activity on their grants or funds.
UMass WomenHeart Network Support Group
Location: Life Sciences Lab building(LSL) This group intends to offer a confidential, supportive space for faculty and staff women with heart disease at UMass Amherst. The group's intention is to provide a compassionate caring space where all can benefit from receiving education and support. The facilitator of the group is a WomenHeart Champion. WomenHeart is the nations's only patient-centered advocacy, education and support organization solely dedicated to serving the nearly 48 million women in the U.S. living with or at risk of heart disease.
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BuyWays Requisitioning - Feb
This training session, for UMass PO Data Entry Operators and Liaisons, covers the new BuyWays Requisitioning which will include: shopping and creating requisitions, inquiring on purchasing and payables transactions.
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Kuali Session 2: Budgeting
Location: Lederle Graduate Research Center (LGRC Lowrise) Participants will learn how to create a budget in Kuali, including:
· A review of Kuali’s basic budget concepts and tour of the budget module
· How to create budget versions and export budgets to Excel
· Learn how cost of living increases and inflation work and are calculated
· How to add and assign personnel to budget periods
· How to add non-employees (consultants, other significant contributors, etc).
· How to budget academic (AY) and summer faculty effort
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Health and Fitness: 3 Steps to Get Moving
Description: The Kinesiology Department would like to offer a three part series on health and fitness. Participants are encouraged to attend all three parts to gain personal information on health assessments, exercise strategies, and a personalized exercise program based on the screenings. All sessions have a brief discussion then health screening.
Why Intersectionality Matters
In 1989, Kimberlé Crenshaw, scholar and civil rights advocate, theorized a concept she called intersectionality, after recognizing that gender and race were looked at as completely separate issues. She concluded that studying them in isolation to each other was not productive, especially in regards to women of color. Each of us are multi-facetted and multi-dimensional individuals that cannot be narrowed down into singular categories of being. Depending on the intersection our identities, we experience the world in different ways.
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Core 3 - Proposal Development Methods and Tools
Location: Life Sciences Lab building(LSL) This session explores ways to proactively and effectively manage the upstream proposal development process. This program is geared for administrative staff, but can also be useful to faculty.
Topics covered include:
• Solicitation Analysis
• Office of Pre-Award Services (OPAS) proposal management tools and methods
• Learn basic timeline and project management
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Employee Travel and Business Reimbursement
In this workshop you will learn:
· How to process reimbursements through the Travel and Expense module
· How to register yourself and others in the Terradotta registry
· How to understand the difference between Travel reimbursements and Business Expense reimbursements
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Health and Fitness: 3 Steps to Get Moving
Description: The Kinesiology Department would like to offer a three part series on health and fitness. Participants are encouraged to attend all three parts to gain personal information on health assessments, exercise strategies, and a personalized exercise program based on the screenings. All sessions have a brief discussion then health screening.
Journal Workflow Training - Feb
This is required training for UMass staff who have been assigned the task of making adjustments to the General Ledger, such as expense transfers or cash transfers from one account to another.
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Core 4 - Award Management
Location: Life Sciences Lab building(LSL) Come join the Office of Post Award Management (OPAM) to learn more about the policies, procedures, and processes relate to award set up, negotiations, and other various actions. OPAM is responsible for reviewing, interpreting, and negotiating award terms, and as the Authorized Official, executes awards in acceptance on behalf of the university. OPAM is responsible for stewarding sponsored funding in accordance with regulatory requirements for projects funded by federal, state, and local government agencies, foundations, foreign entities, and other public and private sources.
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Kuali Session 3: Advanced Budgeting - S2S
Location: Lederle Graduate Research Center (LGRC Lowrise) Participants will review additional budget items with special focus on Grants.gov (S2S) proposals, including:
· How to add subcontracts
· How to link to a Grants.gov solicitation
· How to build NIH modular budgets
· How to account for the NIH salary cap
· How to account for cost sharing
· How to modify the proposal and budget based on OPAS review comments
Respectful Listening
It is natural to be uncomfortable with conversations where people have differing perspectives than your own. Learn a simple method to increase your comfort and skill to respectfully engage with different viewpoints. Building upon the University’s Spring 2019 Dignity & Respect in Action: Community Conversations, workshop participants will learn and practice the LARA/A Method - an effective dialogue tool used in the Community Conversations.
Diversity & Inclusion Certificate Eligible
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Building LGBTQ+ Inclusive Spaces in the Workplace
The LGBTQ+ community is incredibly diverse. How do you create a workplace that is inclusive toward all aspects of this community? In this workshop, you will first learn more about the differences between sexual orientation, gender identity, gender expression, and biological sex. Then, we will discuss practical ways all of us can practice allyship in the workplace and create spaces that promote LGBTQ+ inclusion. This workshop is being offered as part of our Building Dignity and Respect Certificate program.
Diversity & Inclusion Certificate Eligible
Supervising Student Workers
If you are relatively new to supervising undergraduate student workers at UMass, then this interactive workshop will give you tools and strategies to lay the groundwork for student workplace success.
Participants will learn:
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Core 5 - Post Award Financial Research Administration
Location: Life Sciences Lab building(LSL) Join the Controller’s Office in discussion about Post-Award Financial Research Administration. The Controller’s Office sets up new awards, processes award modifications, approves certain types of expenses, prepares and submits invoices and financial reports to our sponsors, and works to close out expired awards. We perform duties in order to safeguard awarded funds, to help us comply with terms and conditions of our awards, and to facilitate the progress of the awards we manage.
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