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Department of Medicine
Office of Research Administration

Fund Management Training

  1. Home
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  3. Fund Management Training

Fund Management Training

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  • Fund Manager Training Schedule and Registration 2022
  • Clinical Trial Fund Manager Training Schedule and Registration 2021 (coming July 2022)
  • CHR Courses Recommended for Fund Managers
  • FM Basics 2.9.22
  • NIH Grants Management Policies 2.16.22
  • Award Set-Up 2.23.22
  • FM Post-Award Tools 3.2.22
  • Monthly Financial Statements Using SOM's FPM/QDB 3.9.22
  • LAB: Financial Statements Using SOM's FPM/QDB* 3.10.22
  • Reconciliation of Non-Payroll Ledgers 3.16.22
  • Payroll Topics - Staff 3.23.22
  • Payroll Topics - Faculty 3.30.22
  • MCOP Worksheet (DGSOM-Specific) 4.6.22
  • LAB: UCPath 4.7.22
    •  UCPath Lab Backup 4.7.22
  • Reconciliation of Payroll Ledgers 4.13.22
  • Facilities and Administrative Costs 4.20.22
    • F&A Calculation Examples 4.20.22
    • F&A Calculation Complicated Example 4.20.22
  • PAMS & the Closeout Packet (COP) 4.27.22
  • LAB: PAMS & the Closeout Packet (COP)* 4.28.22
  • Pre-Award Basics & Basic Proposal Preparation 5.4.22
  • NIH Pre-Award Basics 5.11.22
  • Cayuse S2S Basics 5.18.22
  • Proposal Budget Preparation 5.25.22
    • Budget Exercise - Basic 5.25.22
    • Budget Exercise - Intermediate 5.25.22
    • Budget Exercise - Difficult 5.25.22
    • Budget Justification Exercise 5.25.22
  • Effort Reporting 6.1.22
  • NIH: JIT, Progress Reports, Public Access Policy 6.8.22
  • Various Post-Award Topics 6.16.22
  • Various Post-Award Topics - Part 2 6.22.21
  • Postdocs & GSRs 6.29.22
  • Gifts & Endowments 7.6.22
  • Sales & Service 7.13.22
  • Subawards - Pre-Award 7.20.22
  • Subaward - Post-Award 7.27.22

  • Clinical Trial Training Sessions Starting August 2022!  Registration is at the top of this page!
  • Introductions to Clinical Trials (CT)
  • CT Pre-Award Documents
  • CT Pre-Award OnCore
  • CT Budgeted Costs
  • CT Post-Award Contract/Award Review
  • CT Post-Award Calc/Financial Tracking
  • CT Post-Award Invoicing & Ledger Reconciliation

* No PowerPoint.  All live demonstration.

Department of Medicine’s Fund Manager Training Email Distribution List & Survey

Subscribe to the DOM Research Administration Training listserv to be notified of DOM training schedule and registration updates by sending an e-mail to DOMResearchAdminTraining+subscribe@lists.ucla.edu with a valid UCLA email address. The subject and the body of the email can be empty. A verification e-mail will be sent to your e-mail address. To confirm your request, reply to that message. If you don’t get this confirmation email, check your Junk/Spam folder or check with your IT department. 

If you have any questions regarding this fund management training and/or need to change or cancel your registration, please email DOMTraining@mednet.ucla.edu.

We appreciate if you would take a few moments to complete a short 5 question anonymous survey to help us improve your training experience. Thank you!

 

Other Training Materials

  • Fund Manager Mtg 4.21.22
  • MCOP Range Adjustments 9.30.21
  • Payroll Reconciliation & BCT Special Training 8.26.21
  • Payroll Reconiciliation & BCT Example File 8.26.21
  • UCPath Fiscal Roll Over Special Training 7.8.21
  • Vacation Reconciliation & MLC Special Training 6.10.21
  • Expired Funds Mtg 3.18.21
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