91ÒùĸÊÓƵ Administration Education

Finding funds to carry out research is already difficult, but appropriately managing those funds in accordance with all the rules is its own challenge. One of the ways the 91ÒùĸÊÓƵ Partner Network is striving to support researchers and administrators is by providing education and training. Read below for details including schedules and registration information. 

Questions? rsoinfo@ualberta.ca

91ÒùĸÊÓƵ Administration Education Series
91ÒùĸÊÓƵ Administration Pop-ups
Customized Individual and Group Training

91ÒùĸÊÓƵ Administration Education Series

These presentations are offered throughout the year online and in hybrid formats. Most presentations will be a total of one hour, including a combination of content and time for questions about the presentation content or anything else we might be able to help with. Currently we are offering the following: 

Series 1: 91ÒùĸÊÓƵ Funding
Topic + Learning Objectives Schedule + Registration
Session 1: Finding and Applying for Funding (Audience: Mostly 91ÒùĸÊÓƵers)
  • Find funding opportunity information
  • Determine eligibility to apply to a particular funding opportunity
  • Understand why research funding proposals must be reviewed and approved by the University
  • Learn to submit a funding proposal for review and approval

 
Session 2: Finalizing Funding (Audience: 91ÒùĸÊÓƵers and Administrators)
  • Learn the steps involved in finalizing funding
  • Understand required documentation for funding approval
  • Learn how to obtain animal, human, biohazard, and stem cell certifications

 

 
Session 3: Project Types (Audience: Mostly Administrators)
  • Learn the difference between a cash-based project and a budget-based project
  • Develop a basic understanding of different Fund types
  • Understand the purpose and characteristics of:
    • A general research project
    • A conference project
    • A research donation project

 
Session 4: Amendments (Audience: 91ÒùĸÊÓƵers and Administrators)
  • Understand common scenarios + amendment types
  • Understand the difference between an Administrative End Date Extension and a No Cost End Date Extension

 
Session 5: Subgrants and Service Agreements (Audience: 91ÒùĸÊÓƵers and Administrators)
  • Learn the difference between subgrants and service agreements
  • Learn to request and receive (incoming and outgoing) subgrants and service agreements

Tuesday, May 20, 2025
11:00AM - 12:00PM (Virtual)
Session 6: Close Out (Audience: 91ÒùĸÊÓƵers and Administrators)
  • Learn sponsor requirements to close a project
  • Understand activities required to close a research project, focusing on financial and administrative closure
Series 2 : 91ÒùĸÊÓƵ Administration Policies, Procedures, and Systems
Topic + Learning Objectives Schedule + Registration
Session 1: Navigating 91ÒùĸÊÓƵer Home Page & eTRAC (Audience: 91ÒùĸÊÓƵers and Administrators)
  • Learn to navigate 91ÒùĸÊÓƵer Home Page (RHP) and eTRAC (UofA online PeopleSoft tools). 
  • Find or retrieve information in RHP and eTRAC
  • Understand the information on RHP and eTRAC 
  • Learn to use these tools to track, manage and reconcile grants

Monday, April 28, 2025
10:30AM - 12PM
Zoom (virtual)

Wednesday, June 4, 2025
10:00AM - 11:30 AM (In Person)


Session 2: Tri-Agency Guide to Financial Administration (TAGFA) (Audience: 91ÒùĸÊÓƵers and Administrators)
  • Understand what constitutes eligible and ineligible expenses
  • Learn to use the Tri-Agency Guide on Financial Administration 
  • Find the eligibility of expenditure information
  • Learn how institutional policies complement legislated requirements of the Tri-Agency policies and other agencies

Wednesday, April 30, 2025
10:00AM - 11:30AM
Zoom (virtual)

 
Session 3: Eligibility to Apply for and Hold 91ÒùĸÊÓƵ Funding (Audience: 91ÒùĸÊÓƵers and Administrators)
  • Understand how to apply the UAPPOL policy to determine whether or not one can apply for research funding

 

91ÒùĸÊÓƵ Administration Pop-ups 

These are travelling in-person drop-in Q&A sessions with members of the 91ÒùĸÊÓƵ Partner Network and other support units.  They are opportunities to ask any research administration-related question and to mingle with your colleagues.  We welcome researchers and administrators.  No registration is required. 

Date + Time Location

Wednesday, May 14, 2025
1 - 3 PM

DICE 8-222

Customized Individual and Group Training

If the current schedule of offerings doesn’t work for you, or you would like training in a different research administration topic, please reach out to the 91ÒùĸÊÓƵ Administration Specialist team at rsoinfo@ualberta.ca.  We will customize a session that meets your needs.