Manage Award Toolkit

These tools and resources were developed by reviewing existing resources online and soliciting help from the community. To make this toolkit even more beneficial, please feel free to share your resources  for us to review and post to further support UF research administration activities.

Core Office Toolkits

UF Core Office toolkits feature a variety of different types of training materials, including simulations, instruction guides and links to courses. Toolkits that will be helpful to Research Adminstrators include:

Tools and Resources Frequently Used for Managing Budgets

Tool/Resource DescriPtion Maintained by
E2E Journal Entry Guide myUFL instruction guide UF Training & Organizational Development
Making a Temp Permenant UFIRST instruction guide UF | Research
myInvestiGator Login myInvestiGator tool that enables faculty to oversee their research project financials UF Contracts & Grants
myInvestiGator Online Help myInvestiGator online help and step-by-step instruction guides UF Contracts & Grants
Non-Payroll Cost Transfer Form (CTF) Used as part of the E2E process when a transfer will negatively impact a sponsored project UF Contracts & Grants
Requesting a CAS Exemption UFIRST instruction guide UF | Research
Requesting a Temporary Release UFIRST instruction guide UF | Research
Research Terms & Conditions (RTC) Federal Uniform Guidance – Research Terms & Conditions National Science Foundation
RTC Comments and Responses Federal Uniform Guidance – Research Terms & Conditions National Science Foundation
RTC Overlay to Unifom Guidance Federal Uniform Guidance – Research Terms & Conditions National Science Foundation

Tools and Resources Frequently Used for Fiscal Management

Tool/Resource DescriPtion Maintained by
Active UF Centers & Institutes List of current, active centers and institutes available for overhead allocation UF OIPR
F&A Cost Definitions & Instructions How to request a new overhead project and use the returned overhead report UF | Research
F&A Cost Return & Use UF Policy UF | Research
F&A Manager Reporting of the allocation of returned overhead funds by fiscal year UF | Research
Guiding Cost Principles Webpage UF Cost Analysis
International Travel at UF General overview of the requirements associated with International travel at UF UF DRCGS
myInvestiGator Login myInvestiGator tool that enables faculty to oversee their research project financials UF Contracts & Grants
myInvestiGator Online Help myInvestiGator online help and step-by-step instruction guides UF Contracts & Grants
Non-Payroll Cost Transfer Form (CTF) Used as part of the E2E process when a transfer will negatively impact a sponsored project UF Contracts & Grants
PCard at UF Official UF PCard website UF Procurement

Tools and Resources Frequently Used for Managing Payroll and Effort

Tools/Resources Description Maintained by
Academic Activity Reporting Contacts List of current AAR coordinators and their contact information UF Cost Analysis
CAS Exemptions Directive Statement UF Directive UF Cost Analysis
Certifying Effort of Students/Staff myUFL instructions for faculty UF Cost Analysis
Certifying Your Effort (for faculty) myUFL instructions for faculty UF Cost Analysis
Commitment Accounting Toolkit to answer questions related to the commitment accounting module within myUF UF Training & Organizational Development
Commitment Adjustment myUFL instruction guide UF Cost Analysis
Cost Transfers Involving Sponsored Projects UF Directives and procedures for cost transfers UF Contracts & Grants
Effort Coordinator Contacts List of current effort coordinators and their contact information UF Cost Analysis
Effort Reporting Activity Categories A description of all effort reporting activity categories available for reporting UF Cost Analysis
Effort Reporting Directives & Procedures UF Directives UF Contracts & Grants

Tools and Resources Frequently Used for Managing Subawards

Tool/Resource Description Maintained by
Subaward Invoicing General overview of the subaward invoicing process at UF UF | Research
Subaward Modifications Webpage instruction guide UF | Research
Subrecipient Monitoring Overview and explanation of roles and responsibilities associated with subrecipient monitoring UF | Research
UF DocuSign An electronic signature service that allows you to securely sign and initial an electronic document UF IT