RA Fundamentals Job Aid - Toolbox: Post-Award Tools


Overview

Research administration is a field that is both wide and deep, especially at a large public university such as UC San Diego. Finding the tools that you need when you need them is imperative, but that is often easier said than done, especially with a system as vast as Blink.

The tools are aligned with the UC San Diego Sponsored Projects Lifecycle. It is by no means an exhaustive list, but is rather a curated list of links to assist fund managers who are new to UC San Diego and/or research administration by giving them the tools needed for proposal development and fund management.

The Sponsored Projects Lifecycle

Post-award Tools

Category

Name/Link

Description

Managing Awards: ResearchResearch: Managing AwardsLinks to information about award management before, during and after
your project.

Managing Awards: SPF

(formerly OPAFS)

Office of Post Award Financial Services (OPAFS)SPF provides financial support in the areas of financial management, cost accounting and control, and accountability.

Managing Awards: SPF

(formerly OPAFS)

SPF STaRT Tool
The Streamlined Training and Resource Tool (STaRT) focuses on Post Award Financial Management topics. It is a comprehensive online tool providing knowledge in support of the University's research mission.
Managing Awards: Accounting
Accounting
Find information, guidelines and resources about university accounting, including the Chart of Accounts and cost transfers.
Managing Awards: Reporting and Analytics
Reporting and Analytics
The Research Administration Reporting and Analytics team supports UCSD's research administration business needs by providing access to research activity data to approved UCSD users and providing the flexibility for advanced users to produce adhoc reports using ITS' Business Intelligence (BI) tools.
Managing Awards: FinanceComposite Benefit Rates (CBRs)
Composite benefit rates are developed in order to cover the costs of fringe benefits offered by the university.
Managing Awards: FinanceElectronic Certification of Effort and Reporting Tool (ECERT)
Find links to information and guidelines for using ECERT for effort reporting of federally-sponsored projects.
Managing Awards: FinanceManaging Sponsored Project Funds
Get information on and go to tools and forms to help you manage sponsored project funds.
Managing Awards: PPM User GuideKBA: PPM User Guide
This article provides a brief overview of the purpose and scope of the Project Portfolio Management (PPM) User Guide
Managing Awards: Accounting
Short Term Investment Pool (STIP)
The Treasurer's Office at the UC Office of the President (UCOP) invests available university cash in short-term securities called the Short Term Investment Pool (STIP).


Report to Agency and Closeout Tools

Category

Name/Link

Description

Reporting and Closeout: SPF
SPF STaRT Tool
Use the Streamlined Training and Resource Tool (STaRT) to assist with reporting and closeout.
Reporting: SPARCMManaging Sponsored Project Funds: SPARCMThe SPARCM system is an AR and Cash Management tool that allows SPF to create invoices and manage Financial Expense Reports (FERs) as well as sponsor reports on sponsored project funds.
Managing Awards: Reports

Business Analytics Hub

 

Reports formerly accessed in Financial Link can now be found here. New reports are continually being added. Historical data until the cutover (6/30/2020) can still be accessed in Financial Link.


Training Tools

Category

Name/Link

Description

Managing Awards: Oracle BI and Financial ReportingConsumer Space StationThe Consumer Space Station is the centralized location for updates related to Oracle BI & Financial Reporting. Schedule a 1:1 ORBIT session here.
Managing Awards: UCPath Training
UCPath Bootcamp TrainingReview of Bootcamp training sessions.
Managing Awards: UCPath Training Hub

UCPath Training Hub

Access to UCPath simulation exercises, training presentations, job aids, etc.
Managing Awards: Budget, Finance, Logistics, Payment, Procurement & Travel

Budget & Finance


BFS Homepage with links to guidance and tools for their various systems, processes and tools.



Managing Awards: Oracle Training

Budget & Finance Support

Financial Information System (FIS) training resources.
Managing Awards: Services & Support/Finance

Budget & Finance Services and Support


Get finance systems help as well as answers to your question in the Knowledge Base and Community of Practice



Managing Awards: Finance Administration Resources & Training

Budget & Finance: Get Help

Budget & Finance Support office hours, training, tools, and communications for the financial information system.
Managing Awards: Finance Training

Budget & Finance Training Courses

Budget and financial information systems training courses
Managing Awards: Budget & Finance Support

Finance Resources & Training: Calendar & Schedules

Register for a Fund Management training class.
Managing Awards: Oracle Training

Navigating Budget, Costs and Balances within Oracle PPM

A video that demonstrates how to view the budget, costs, and remaining balance on an award.
Managing Awards: Service Now (SNOW) in the Services & Support Portal

Services & Support Knowledge Base

Go here to find Knowledge Base Articles (KBAs) that answer questions on common business processes and system issues. The Knowledge Base includes many step-by-step guides on new processes and procedures.
Preparation Checklists: New Hire Onboarding; Responsibilities: Proposal Preparation; New Award, Closeout; and New Faculty

Preparation Checklists

View and print Preparation Checklists for new Research Administrators/Fund Managers.


Note: the information contained in this job aid is accurate and up-to-date to the best of our knowledge on the date of publication. However, due to the ongoing Enterprise Systems Renewal (ESR) at UCSD, information on Blink and internal systems are subject to change without notice. We advise you to check Blink regularly for updates and changes.