- A to Z Index
- Blue Pages: Find an RA
- Frequently Required Data
- Getting Started Overview
- News & Communications
- NIH eRA Commons
- Navigate: Professional Development and Training
- Professional Organizations
- M-Navigate - Navigating research administration at Michigan
- Navigate: Advanced Budgeting I
- Navigate: Budgeting Basics Pilot
- Navigate: Fundamentals Pilot Course Complete
- Navigate: Uniform Guidance Cost Principles
- Research Administration Mentoring Program (RAMP)
- aiM Higher - CRA Study Group
- eRPM Proposal Preparation and Unit Review Courses
- RAN Meetings
- RA Toolkit
- Roles and Responsibilities
- Sponsor-Specific Resources
- Subrecipient Forms
- Types of Agreements
- Post Award Change Request
- Sponsored Awards Data (SAW)
Without question, we recognize the impact that research has on technology and society. U-M 's contributions are significant, and strong support for sponsored research activity and creative innovation of our faculty are key to our success.
Managing the business aspects of research takes a team of experts. The process of finding funding, effectively developing a proposal, ensuring compliance and electronically submitting a proposal, managing a project if awarded and closing out the project in a manner that furthers the research as well as reconciling the financial books and compliance milestones takes keen business acumen and expertise.
The Research Administrators' Toolkit attempts to bring some of these resources to the fingertips of those doing this important work.
While faculty researchers focus on the science, those in research administration help ensure the other business processes are met, whether it be proposal submission, managing project milestones, compliance reporting, or financials.
References and Resources
- U-M Human Resources Records and Information Services Forms HR online forms (applications, bid forms, transfers, grievances, tuition reimbursement).
- U-M Finance Purchase Requistion Form Used for hiring independent conusltants, according to Standard Practice Guide (SPG) 507.04 on Independent Consultants.
- A to Z Index
Letter of Commitment to Establish Subrecipient, where U-M is Subrecipient
Used when U-M is the subrecipient, and the institution making the subcontract needs information about U-M but doesn't have their own institutional forms.
- U-M TechTransfer Material Transfer Agreements (MTAs) and other Forms Incoming Material Transfer Agreement (MTA): A U-M researcher is requesting materials from another company (or university) or a U-M researcher requesting materials from a company (or university).Outgoing Material Transfer Agreement (MTA): Obtain materials from U-M, or are a faculty/staff member interested in sending materials out.
- Request for Sponsored Sub Project/Grant(s) The new form to request new sub Project/Grants (P/Gs). Sponsored Programs, in partnership with Information Technology Services (ITS) and the RAAC Process Committee, have created this new form: Request for Sponsored Sub Project/Grant(s) along with the following tools to assist with using the new processes: My LINC Training documents (these include the basic steps for creating or approving a Budget Reallocation in M-Pathways -- including alternate approver instructions) Unit Liaison Presentation FAQs Process Flow Diagrams http://www.finance.umich.edu/forms
- Sponsored Awards Web (SAW) Database
Current and Pending Template 1 (Blank)
Download an Excel file to help you manage current and pending support for ongoing projects.
The file you will download contains an Excel spreadsheet. This is the version that is clean and ready for fresh use. Please note: This won't work well on a Mac; you' need to use a PC to utilize the forms. It won't solve the world's problems, but it's a start!
This resource is provided by the RAAC Metrics Subcommittee.
Current and Pending Template 2 (Sample version with Data)
This Excel spreadsheet has some sample current and pending data in it so you can open it for examples of forms and/or to view output without having to enter data.
Please note: This won't work well on a Mac; you' need to use a PC to utilize the forms. It won't solve the world's problems, but it's a start!
This resource is provided by the RAAC Metrics Subcommittee.
Other Internal U-M Weblinks
- U-M Compliance Resource Center Link to U-M compliance policies for research, human resources, and more.
Other Useful U-M Web Pages
- Federal Small Business Subcontracting and Reporting
- Federal Reporting Process
- University of Michigan Statement of Stewardship
- School of Literature, Science and the Arts LSA) Research Administration Toolkit
- Office of Contract Administration
- U-M Schools and Colleges
- University Committee on Use and Care of Animals (UCUCA)
- U-M Human Research Protection Program (HRPP)
- PEERRS website Program for the Education and Evaluation in Responsible Conduct of Research (PEERRS) offers online compliance courses for human subjects protection, conflict of interest, export controls, responsible conduct of research and more. If you are a U-M principal investigator on an externally-sponsored research grant or contract, an IRB protocol, or a Technology Control Plan (TCP) you are required to complete the applicable PEERRS course(s).
- PEERRS certification look ups
- U-M Standard Practice Guide
- Intergovernmental Personnel Agreements (IPAs) from the Standard Practice Guide
- IPA Process for U-M and Veterans Affairs (Med School Site)
- Institutional Review Boards (IRBs)
Conflict of Interest/Outside Interest Disclosure Forms
- M-Inform Disclosure System M-Inform is the university’s online outside interest disclosure system. As an employee, you use this system to complete and submit the disclosure form(s). This may include reporting that you do not have outside interests related to your employment or reporting an interest in more than one entity.
Letter of Commitment to Establish A Subrecipient Agreement [fillable pdf]
A completed Letter of Commitment (LOC) is required when requesting a subcontract if the sponsor of the PAF/parent project follows the PHS financial conflict of interest regulation. Use the template below to collect the information from the subrecipient institution that UM needs to establish the subcontract, including their Conflict of Interest Policy Certification option.
Outside Interest Disclosure form (Word) used by individuals who are external (i.e., not affiliated with, employed by) to the U-M, but are participating on a project (e.g., investigators from a subcontracting organization; investigators on a human subjects study).
Finance and Financial Resources
- Sponsored Awards and A-21 [pdf on Finance website]
- Financial Operations
- Cost Reimbursement Office
- Class Rollups by Direct and Indirect Cost Categories
- Sponsored Programs Forms Page
- A-21 Policy [pdf on Finance website]
- A-133 Audit Reports
- People Pay (under Wolverine Access, University Business) Make payments to individuals using PeoplePay website via Wolverine Access under "University Business."
- Class Codes for Sponsored Awards
- Sponsored Programs Landing Page
Find an Expert
- Find a U-M Expert - Experts Database (experts.umich.edu)
- Find an Expert in another Michigan university - Michigan Corporate Relations Network (MCRN) University Experts Portal (U-M, MSU, Wayne State, UM-Dearborn, Western Michigan)
- Find a Research Administrator by Department Name or ID (the "Blue Pages")
- LS&A Key Staff Administrators
Finding Funding Resources
- Faculty Grants & Awards U-M Office of Research (UMOR) Programs, Process and Forms
ITS and MAIS Links for Research Administrators
Manage Project Resources
- Post Award Change Request Guidelines w/ Form
- NIH/eRA Commons The eRA (electronic research administration commons) Commons website, by the National Institutes of Health (NIH), provides principal investigators and their research staff with online features and tools including the abilities to: View a full application Review current status of an application Check for errors View application assignment information Obtain PDF copies of applications Access copies of previous Notices of Grant Award Get current information on the program official and the grants management specialist
- Finance Budget Reallocation Process (formerly 7471 Form) Functionality to submit budget reallocations is available online using M-Pathways. (This replaces the Project Budget Allocation-Form 7471, which will be phased out beginning 1/5/15.) The functionality incorporates workflow to ensure that the proper approvals are obtained per Sponsored Programs. For assistance with processing budget reallocation transaction in M-Pathways, see: Create a New Budget Reallocation in M-Pathways - Step-by-Step Procedure Approve a Budget Reallocation in M-Pathways - Step-by-Step Procedure Budget Reallocation Presentation at 11/19/2014 Unit Liaison Meeting - Recording and Powerpoint slides. If you have any questions about budget reallocations, please contact your Sponsored Programs Customer Service Coordinator.
- Paying research subjects: Human Subject Incentives Program (HSIP) Human subjects often are paid a fee for their participation in research projects. Protocols for the use of human beings in research, teaching, or testing are reviewed and approved, according to federal, state and university policies. (See: Human Research Protection Program). For payment policies and details on paying subjects, see Standard Practice Guide 501.7-1. Also see the University's Human Subject Incentive Program at http://www.finance.umich.edu/treasury/hsip or email email@example.com
Other U-M Campus Workshops and Training
Communications Best Practices
Communication Best Practices is a two-part guide to post at your desk with:
- Part 1: General Tips
- Part 2: U-M Research Administration Tips - (Help determine when to Post a Comment, when to Request ORSP Action, when to pick up the phone, and more. )
Download and print both!
Professional Development, Networking and Training Resources
Proposal Development Resources
- Foundation Relations Grantwriters' Toolkit (requires Kerberos login) Includes sample proposals and data.
- Proposal Routing Checklist created by the Research Administration Schools and Colleges Committee) (RASC)
- Frequently Required Proposal Documents and Data
- Proposal Preparation and Submission
PAF-R Restrictions Proposal Approval Form
PAF-R (Proposal Approval Form-Restricted) is a supplementary Proposal Approval form for review of non-standard restrictions and classified research restrictions. It is an addition to the PAF that must be approved by the Vice President for Research when project directors ask for restrictions on openness of research.
Unit Liaison Documents & Resources
- Quick Reference for Unit Liaisons - Information Located on the Web
- Quick Reference for Key Roles and Responsibilities Related to M-Pathways Systems and How to Change Key Roles
- Quick Reference for Unit Liaisons - Access Process and Practices
- Quick Reference for Handling Student, Employee, and Patient Information