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ASRSP Account Codes List
Downloadable excel file with ASRSP's Sponsored Project Budget & Expense Account Code Tree. This tool allows administrators to confirm which account code is used for transactions. If necessary and allowable, they can then work with the office for Sponsored Research to open it if appropriate.
- Postaward
Developed By : ASRSP
Award Closeout Checklist
The Award Closeout Checklist provides a list of important steps to properly and timely closeout an award.
This checklist is intended for everyone involved in the postaward management of sponsored projects, e.g. Research Administrators, Financial Administrators, Financial Assistants, etc.
The checklist could also be used for training new staff.
- Postaward
- Onboarding/Training
- Subcontract
Developed By : Peter Anglada, Zoe Miranda, Felice Patterson, and the Financial Checklists Workgroup
Award Initiation Checklist
Departmental checklist to initiate award setup in partnership with the office of Sponsored Research
- Postaward
Developed By : SPARC Central
Budget Template (3 subcontracts)
Budget template for proposal submissions. Includes 5 year budget period and 3 subcontracts.
- Preaward
- Budget
Budget Template (BSA)
Internal proposal budget template tool
- Preaward
- Budget
- Salary Planning
Developed By : Basic Science Administration
Budget Template (McCormick)
Standard McCormick proposal budget development tool. Please download directly from McCormick's site as this resource is updated regularly with the latest guidance.
- Preaward
- Budget
Developed By : McCormick Research Administration
CERES Training
CERES: Central Electronic Research System (InfoEd replacement effective 4/24/23) Training website. Includes trainings, FAQs, faculty resources, & CERES cutover timelines
- Preaward
- Onboarding/Training
Developed By : SRA Transformation Program
Effort Conversion Table
Reference tool to convert effort between calendar months, academic months and/or summer months
- Preaward
- Postaward
- Onboarding/Training
Effort Tracker
This effort tracker is used by the majority of McCormick academic departments to track effort commitments of researchers and make a salary/effort plan for the current and future fiscal years.
- Postaward
- Shadow System/Tracking
- Salary Planning
Developed By : Andrew Mark, Deb Cundiff
Effort Tracker (Single paid appointment)
This effort tracker is used by some McCormick academic departments to manage effort. The tool tracks committed effort, committed cost shared salary and allows the user to plan out the salary/effort for the year. The tool is linked to the university's direct charge worksheet so no additional worksheets need to be completed. The tracker is updated every fiscal year to reflect new rates.
- Postaward
- Shadow System/Tracking
- Salary Planning
Developed By : Elizabeth Tang
Example Consortium/Contractual Arrangement
Consortium/Contractual Arrangements Example
- Preaward
Grant Reconciliation Tracker
An Excel template for RAs or FRAs to reconcile and project expenditures for sponsored projects. Includes 5 year budget period, 7 personnel lines, and 2 subcontract lines but can be adapted to accommodate more.
- Postaward
- Shadow System/Tracking
Developed By : Haifei Wang and MSS
Incoming Subaward Checklist
Incoming subaward checklist tool. Includes key information for both sites and required documentation.
- Preaward
- Postaward
- Onboarding/Training
Developed By : Basic Science Administration
McCormick Resources & Forms
McCormick School of Engineering's Office of Research Administration maintains a repository of tools and resources that are helpful to research administrators school-wide.
- Preaward
- Postaward
- Budget
- Onboarding/Training
Developed By : McCormick School of Engineering
Monthly Salary Planning- $, % and effort
This is a tool to track and plan for monthly salary, % IBS and % effort on one tab (vs. 1 tab per person) in order to quickly filter, pivot, etc.)
- Postaward
- Shadow System/Tracking
- Salary Planning
Developed By : Department of Medicine-Jen Felten
NUCATS Research Resources
NUCATS has compiled research resources including but not limited to a repository of submitted grants, Clinical Research Coordinator training resources, grant writing coaching group information, and other CTSA-based services to further support faculty.
- Preaward
- Postaward
- Onboarding/Training
Developed By : NUCATS
Office for Research
Office for Research: Research Tools & Resources
- Preaward
- Postaward
- Onboarding/Training
Sponsored Research
Sponsored Research's website
- Preaward
- Onboarding/Training
Developed By : Sponsored Research
Proposal Checklist (F32)
NIH F32 Excel Checklist for Proposal Building. Tailor to RFA-specific guidance.
- Preaward
Reconciliation Checklist
The Reconciliation Checklist provides a list of important steps to properly and regularly reconcile an award.
This checklist is intended for everyone involved in the postaward management of sponsored projects, e.g. Research Administrators, Financial Administrators, Financial Assistants, etc.
The checklist could also be used for training new staff.
- Postaward
- Budget
- Onboarding/Training
Developed By : Peter Anglada, Denise Lukaszow, and the Financial Checklists Workgroup
SPARC Projections
Excel template to reconcile and project expenditures for sponsored projects. Includes effort % and payroll breakdown to help track personnel commitments and projected expenses. Also features 20 subcontract rows, 25 stipend rows, & 25 tuition rows to assist with trainee expense tracking.
- Postaward
- Shadow System/Tracking
- Salary Planning
Developed By : SPARC Central
Research Portal
The Research Portal is available to faculty and administrators and allows you to monitor accounts to quickly assess their financial status, confirm personnel charged to each account, and see a list of proposals pending notification of funding.
- Postaward
- Budget
SPARC shared calendar
Job Aid to add SPARC shared calendar in Outlook. The sparc@northwestern.edu shared calendar is intended to highlight FSM‐focused sponsored research administration activities that are open to the broader FSM community including CERES trainings, onboarding trainings, networking opportunities, etc.
- Onboarding/Training
Developed By : SPARC Central
Sponsored Project Budget Reconciliation
Sponsored Project Budget Reconciliation: High level summary of accounts including detailed project tabs to assist with postaward financial tracking and projections
- Postaward
- Shadow System/Tracking
Developed By : Weinberg College of Arts and Science Research
Subcontract Payment Tracking
An excel sheet for RAs or FRAs to track outgoing subcontract payment for each sponsored project. A summary page can also be added for all the subcontracts in a program or unit.
- Postaward
- Shadow System/Tracking
- Onboarding/Training
Developed By : Department of Medical Social Sciences
Subcontracts Checklist
This checklist provides a useful list of important steps to properly and timely manage the establishment of a new subcontract, the amendment of an existing subcontract, the approval of invoices, monitoring the remaining balance, and reconciling a subcontract.
This checklist can also be used for training of new staff.
- Postaward
- Onboarding/Training
- Subcontract
Developed By : Peter Anglada, Kathy Watson, and the Financial Checklists Workgroup
Weinberg Templates & Forms
Weinberg College of Arts & Sciences maintains a site with updated templates and forms that are helpful to research administrators school-wide.
- Preaward
- Postaward
- Budget
- Shadow System/Tracking
- Onboarding/Training
Developed By : Weinberg College of Arts & Sciences