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Changes in Requirements and Procedures for Sponsored Projects – Mandatory Investigator & Staff Training

Published: February 17th, 2014

Category: Research Announcements

In order to enhance the University’s good practices in sponsored project accounting operations and to further appropriate stewardship of contracts and grants to all of our Sponsors, effective March 3, 2014, the University of Florida is implementing new sponsored training requirements.  Note that all courses can be found online by navigating in myUFL to Main Menu > My Self Service > Training and Development > Request Training Enrollment.  Search by the course numbers (RSH220, RSH230, or RSH260) to enroll.

  • Training for investigators, department chairs, deans, and center/institute directors: Two courses are now required: Effort Fundamentals (RSH220) and Cost Principles (RSH260).  Note that the cost principles training requirement has been in effect since January 2013.  Investigators will have until March 3, 2014 to complete the effort course.  After that time, investigators who have not successfully completed the course will have Notice of Award actions on their sponsored projects withheld until the training course is completed.
  • Training for staff:  Effective March 3, 2014 the following trainings are required for grant management staff.  Access to grants transactions and information within myUFL and to reporting tools like myinvestiGator will be removed if the training is not completed.
    • All UF employees who facilitate the development of sponsored project budgets, charging of costs, distribution or allocation of payroll, reporting, or any other fiscal activity for sponsored funds will be required to complete RSH260: Cost Principles.
    • All grant management staff including those who facilitate the development of sponsored project budgets, distribution or allocation of payroll, reporting, or effort reporting for sponsored funds will be required to complete RSH220: Effort Fundamentals and RSH230: Effort Management.

In addition, there are three procedural changes going into effect on March 3, 2014:

  1. Uncertified Effort Reports: Effort reports that have not been certified more than 150 days after the certification period opens will have spending on all active projects suspended and salary charges on federal programs affected by the delinquent effort reports removed.
  2. Equipment purchased near the end of the grant: Purchase orders for equipment submitted within 120 days of the end of the grant period will require justification, review and approval by Contracts & Grants prior to purchase.
  3. Cost transfers on to sponsored projects: Outside of extraordinary circumstances, any labor cost transfer requested after effort certification will not be approved and any non-labor cost transfer requested 90 days after the charge was originally posted will not be approved.

Any questions about the training can be directed to Stephanie Gray, Director, Division of Sponsored programs at 352/273-4062 or

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