uconn health

SPA Productions – Informational Videos

SPA Meetings

The Sponsored Programs Administrators (SPA) Meeting is held monthly during the academic year to provide information to department administrators.  SPA meetings are typically held the 3rd Wednesday of the month at 2:00 p.m.  Please send any suggestions or comments to SPA.training@uconn.edu.

For a full list of all SPA Training Team training resources, check out the extensive list on our job aids webpage.

 

Next Meeting – May 20, 2:00 – 3:00 p.m., Hybrid Meeting

In-person details: 

UConn Health Cell and Genome Sciences Building – Grossman Auditorium

400 Farmington Avenue, Farmington, CT 06032

 

Upcoming Meetings

June 17, 2026

 

 

For information from previous meetings, visit the SPA Meeting Archive.

SPA Training Opportunities

Sponsored Program Services (SPS) is developing a comprehensive research administration education program.  The program will include in-person interactive learning experiences, online training modules, video tutorials, reference guides, and other workshops and events meant to provide support and professional development for research administrators, faculty, and students involved in research.

As the program develops, opportunities will be listed below and emailed to the Farmington Research Administration email group.  If you would like to be added to the Farmington Research Administration email group or you have any suggestions or comments, please send them to spa.training@uconn.edu.

For a full list of all SPA Training Team training resources, check out the extensive list on our job aids webpage.

SRAI LevelUp!

Are you interested in learning more about research administration? 

Sponsored Program Services (SPS) and the SPA Training Team are pleased to introduce our new research administration training initiative, the LevelUp Micro-Credential Program, now available to all UConn and UConn Health staff members. 

 Developed and maintained by the Society of Research Administrators (SRA) International, the LevelUp program offers online modules and mGuides that cover key topics relevant to today's research administration professionals, including pre-award administration, post-award finance, and regulatory and financial compliance. 

 These courses are accessible at any time and from any location, allowing for flexible learning. Participants who successfully complete the modules will earn a certificate from SRAI.  

 The modules typically require 3 to 5 hours to complete and include a randomized exam, while the mGuides take less than an hour and feature knowledge checks throughout.  

If you’d like more information about or access to the program, please reach out to spa.training@uconn.edu.   

Level One Basics of Research Administration – Instructor-Led

This 7-hour course is taught in two 3.5-hour sessions.  Topics include:

  • Defining research and research administration at UConn and UConn Health
  • Clarifying a sponsored project, its lifecycle, and the roles and responsibilities of all involved
  • Exploring the Office of the Vice President for Research and Sponsored Program Services
  • Defining agreement, sponsor, and funding types
  • Explaining compliance and audit regulations and findings
  • Introducing the subjects and terminology of pre and post award management
This is a highly interactive course, meant to deliver a lot of information in a conversational manner to help you retain the information discussed. Participants must have access to a reliable device with audio/video capabilities (laptop/desktop/tablet) to participate in class. Teams will be the platform used to administer the course.  Register for classes through Saba.  Please Note: classes must have 5 participants to run.  Please email spa.training@uconn.edu with any questions.
2026 Class Dates - All classes run from 8:30 am to 12:00 pm
January 6 and 8, 2026 (Tuesday, Thursday)
March 4 and 5, 2026 (Wednesday, Thursday) 9:00 am to 12:00 pm (this session only)
May 12 and 14, 2026 (Tuesday, Thursday)

 

 

Federal Costing Principles – Instructor-Led

Federal Costing Principles - Instructor-Led

OVERVIEW: This course is now offered in two formats. Employees may now opt for either an instructor-led course offered via Teams, or a self-paced, on-demand course. The course description and registration link below is applicable to the instructor-led course.

Participants of the Federal Costing Principles courses will engage in activities designed to help them:
• confidently explain the importance of Uniform Guidance in research administration
• evaluate costs to federally funded accounts against Uniform Guidance requirements to ensure compliance
• make informed and accurate costing decisions using Uniform Guidance requirements as the foundation
• make use of available UConn/UConn Health resources for questions and assistance

Instructor-led: This 3-hour training is highly interactive. You will be engaging with your peers to solve questions through a variety of interactive exercises. Participants must have access to a reliable device with audio/video capabilities (laptop/desktop/tablet) to participate in class. Teams will be the platform used to administer the course. After you register, a link to participate will be sent by email.

2025-2026 Instructor-led class dates - All classes run from 8:30 am to 12:00 pm

November 25, 2025 (Tuesday)
January 27, 2026 (Tuesday)
March 24, 2025 (Tuesday)
May 28, 2026 (Thursday)

Please email spa.training@uconn.edu with any questions.

Federal Costing Principles – Self-Paced, On-Demand Learning

Federal Costing Principles - Self-Paced, On-Demand Learning

OVERVIEW: This course is now offered in two formats. Employees may now opt for either an instructor-led course offered via MS Teams, or a self-paced, on-demand course. The course description and registration link below is applicable to the self-paced, on-demand course.

Participants of the Federal Costing Principles courses will engage in activities designed to help them:
• confidently explain the importance of Uniform Guidance in research administration
• evaluate costs to federally funded accounts against Uniform Guidance requirements to ensure compliance
• make informed and accurate costing decisions using Uniform Guidance requirements as the foundation
• make use of available UConn/UConn Health resources for questions and assistance

e-Learning Course - This self-paced, on-demand module should take approximately 20 minutes to complete. Participants will engage in several activities designed to test your knowledge and increase subject retention.

This class may be accessed in Saba.

Budgeting Basics – Self-Paced, On-Demand Learning

Budgeting Basics - Self-Paced, On-Demand Learning

OVERVIEW: This introductory course provides research administrators with the fundamental knowledge and tools to develop compliant, accurate sponsored project budgets in accordance with sponsor guidelines, institutional policy, and federal cost principles. This module should take you approximately 45 minutes to complete and includes knowledge checks to help you retain the information covered.

By the end of this module, learners will be able to:

  • Identify the key cost categories in a sponsored project budget and distinguish between direct and indirect (F&A) costs.
  • Apply sponsor and institutional requirements to create compliant budget line items and justifications.
  • Ensure budgets meet Uniform Guidance standards for allowability, allocability, reasonableness, necessity, and consistency.

This class may be accessed in Saba.

Effort Reporting and Commitments – Self-Paced, On-Demand Learning

Effort Reporting and Commitments - Self-Paced, On-Demand Learning

Overview:
This self-paced, 30-minute training module provides an overview of effort reporting at UConn Health, along with general effort reporting concepts. We strongly recommend completing Level One: Basics of Research Administration before beginning this module.

This class may be accessed in Saba.

Subaward Theory and Application – Self-Paced, On-Demand Learning

This course is now being offered in an e-learning format.   

Part One 

This self-guided, 20-minute module will discuss the basics about the theory of subawards, including:  

  • the definition of a subaward, 
  • a review of common subaward terminology,  
  • and a discussion about Cost Composition and Modified Total Direct Costs. 

Part Two 

Part two will cover everything you need to submit for a new subaward or amendment:   

  • the information requirements for initiating a subaward,  
  • the initiation process,  
  • drafting a subaward,  
  • monitoring subaward activities, and  
  • amendments to a subaward. 

This class can be accessed in Saba. 

If you would be interested in Subawards as an instructor-led training, please email spa.training@uconn.edu. 

Training Videos and NCURA Webinars

Training Videos and NCURA Webinars can be found on the OVPR-SPS NCURA Webinars Channel (NetID Logon required).

NIH Upcoming Events and Recordings of Past Events

Explore the extensive listings provided on the NIH Calendar of Events page to enrich your understanding of NIH grants policies, funding, and processes. Discover upcoming conferences, webinars, and more to attend, as well as opportunities to unlock resources from past events. Dive in and elevate your knowledge today.  Scroll down the page for past events or use the left side navigation to view On-Demand Event Resources and more content!

CRA Exam Study Buddies

So you want to study for the Certified Research Administrator (CRA) exam?

Do yourself a huge favor and join the Virginia Tech Study Group!

They maintain a comprehensive program that includes weekly topics, daily study tips, and more!  To join the VT CRA Study Group, go to their website and click on the topic “How do I get involved with the study team?”.  Please read all the information on their page as it gives you a lot of information about the exam as well as the study group.

If you want a study buddy, add your name to our CRA Study Buddy spreadsheet and reach out to the people already on the list!  If you no longer want people to contact you, please return to the spreadsheet to delete your information.  This spreadsheet is not monitored.  If you see any problems, please email spa.training@uconn.edu.

UConn Health Funding Module Training – Account Management System

Pertains to UConn Health Faculty and Staff members who use the Account Management System (AMS).

This 10 minute video explains the funding module available in the (AMS).  Faculty and Staff can use this video to learn how to navigate the AMS system to find the information needed to manage their awards.  Please contact ersadmin@uchc.edu for questions regarding the AMS system.  For questions regarding any UConn or UConn Health Training, please contact brenda.lowther@uchc.edu.

NYU Research Administration Demonstration Series

NYU has a free research administration webinar series that anyone can attend.  The 2026 season consists of 19 sessions throughout the year.

Please RSVP for any RAD sessions via our online registration.

All current RAD materials (slides/videos from Fall 2021-present) are available via the RAD 2021-2026 google drive folder. All historical RAD content from The New School (slides/videos held before October 2021) are still available. Audience members are encouraged to send questions ahead of the session to david.ngo@nyu.edu and we can incorporate into the session

The goal of RAD is to provide information/knowledge sharing for all research administrators.

All RAD sessions are taught by national level, expert presenters. All RAD sessions are free ($0 cost).

For more information about the program and each session, please read this NYU RAD Series announcement.

SPA Job Aids

General Information

OVPR Web Resources

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SPA Training Resources

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Travel Request Form – New!

Screenshot of the Travel Request Form job aid

Fly America & Open Skies Agreements

Screenshot of Fly America and Open Skies Agreements job aid

Seminar Series/Guest Travel Checklist – New!

Screenshot of the Seminar Series/Guest Travel Checklist job aid

A-to-Z Resource Guide

Screenshot of SPS Resource Guide job aid

Pre-Award

IPR Definition Document – New!

Farmington IPR Definition Document

Proposal Routing Requirements Checklist

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NIH Biographical Sketch Common Form and Supplement Checklist – New!

screenshot of NIH Biographical Sketch Common Form and Supplement

Budgeting Basics

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Award Monitoring and Management

Allocating Expenses on Federal Awards – New!

Quick Guide: Allocating Expenses on Federal Awards

Costs of Federally Sponsored Research

Cost of Federally Sponsored Research job aid screenshot

Indirect vs. Direct Costs

Screenshot of Direct vs. Indirect Costs job aid

No-Cost Extension Policy Matrix

Screenshot of No Cost Extension Policy by Sponsor job aid

IPR vs. IPAS

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Allowable and Unallowable Costs

Screenshot of Allowable and Unallowable Costs job aid

Award Review and PI Checklist

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Notice of Award Checklist

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Consulting/Professional Services Invoice Review Checklist

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Effort Reporting

Screenshot of Effort Reporting and Commitments job aid

Processes and Procedures

Award Setup vs. PreAward Setup

Screenshot of Pre-award setup vs Award Setup job aid

Payroll Adjustments – EPAF and LDCA

Screenshot of Payroll Adjustments on Sponsored Projects job aid

Processing an EPAF – Step-by-Step

Screenshot from Banner, showing where to access processing an EPAF.

OCTR Process Overview

Screenshot of OCTR Process Overview job aid

Preaward Requests

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Subawards

Subaward Invoice Review Checklist

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SPA Meetings - Tips & Tricks

Faculty Maximum Effort on Sponsored Projects
Stipends on Sponsored Awards

Expenditure Guidance

Admin and Clerical Salaries

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Books, Journals, Periodicals, and Subscriptions

Screenshot of Expenditure Guidance - Books, Journals, Periodicals and Subscriptions job aid

Conferences and Registration Fees

Screenshot of Expenditure Guidance - Conferences and Registration job aid

Materials and Supplies

Screenshot of Expenditure Guidance - Materials and Supplies job aid

Publication and Printing Costs

Screenshot of Expenditure Guidance - Publication and Printing Costs job aid

Advertising and Public Relations

Screenshot of Expenditure Guidance - Advertising and PR job aid

Computing Devices

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Equipment

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Memberships, Subscriptions, and Professional Membership Costs

Screenshot of Expenditure Guidance - Memberships, Subscriptions, and Professional Activity Costs job aid

Travel

Screenshot of Expenditure Guidance - Travel job aid

SPA Training Program

Sponsored Program Services (SPS) is developing a comprehensive research administration education program.  The program will include in-person training sessions, video tutorials, reference guides, and other workshops and events meant to provide support and professional development for research administrators, faculty, and students involved in research.

As the program develops, opportunities will be listed on the links available on the sidebar. Currently there is information in SPA Training Opportunities.

For a full list of all SPA Training Team training resources, check out the extensive list on our job aids webpage.

Please send any suggestions or comments to SPA.training@uconn.edu.

Export Control Agreements

Export control laws are federal regulations that govern how certain information, technologies, and commodities can be transmitted overseas or to a foreign national on U.S. soil. The scope of the regulations is broad: they cover exports in virtually all fields of science, engineering, and technology and apply to research activities regardless of the source of funding. Failure to comply with these laws can have serious consequences, both for the institution and for the individual researcher. Potential penalties include fines and possibly imprisonment. It is thus critical for UConn Health researchers to understand their obligations under these regulations and to work with Research Compliance Services to ensure that the University is in compliance.

Please visit this section in the Research Integrity & Regulatory Affairs area of the website for more information.