Contact ORS Staff

Penn Data for Proposals

Compliance Training

coi FCOI

Human Subjects
Animal Subjects
Export Controls
Material Transfer
Research Inventory System (RIS) Log-in


Sponsored Project Accounts Receivables at Penn

Effort Reporting

Forms and Agreements







Research Compliance Tutorials and Quizzes

Research Services Overview Presentation Slides

Research Administration Brown Bag Lunches

Over the next year, several occasions will be offered for those involved in research administration at Penn to come together and discuss the issues surrounding a variety of topics. The meetings will be led by representatives of the Office of Research Services. While some meetings may include a brief presentation, most of the meetings will be held in a discussion forum to allow for a comprehensive discussion of the topic.

Please bring your lunch and join us for an interactive discussion on the noted topics.

All sessions are scheduled for 12:00 - 1:15.

To Register for any of these sessions, please go to the
Knowledge Link

Dates and locations will be updated as available.

Date:Topic/ Presenter:Location:Handouts:

Wednesday, October 12, 12:00 - 1:30

Export Controls at Penn/Missy Peloso Houston Hall, Class of '49

Export Controls

Wednesday, November 9, 12:00 - 1:30 Proposal Budget Preparation, Budgeting using PennERA, and Routing and Approving Houston Hall, Ben Franklin Room

PennERA Presentation from Nov 9, 2011

Sponsored Project Subacct Worksheet

NIH Salary Caps


Current F&A Rate Agreement

Penn Data For Proposals

How Do I Enter Genomic Array Expense?

Sample Detail Budget

Wednesday, December 7, 12:00 - 1:30 Non-Financial Closeout Houston Hall, Ben Franklin Room Non Financial Closeout
Friday, January 20, 2012, 12:00 - 1:30 K Award Proposals in a Nutshell Class of 49, Houston Hall K Award Proposals in a Nutshell
Wednesday, March 21, 2012, 12:00 - 1:30 Journal Entry G&C Cost Transfers - BEN Financials Journal Entry Responsibility Claudia Cohen Building - Terrace Room

Cost Transfer Section 1

G&C Cost Transfer Category Review

Wednesday, May 23, 2012, 12:00 - 1:30 Fund Closeout Golkin Room, 223 Houston Hall Fund Closeout
Tuesday, June 19, 2012, 12:00 - 1:30 Approval Process for Foreign Travel on Federal Awards; Instructors: Elvina Woodard and Leona Joseph Hall of Flags, Houston Hall Foreign Travel on Federal Awards
Thursday, February 7, 2013 12:00 - 1:30

Federal Agency Updates; Instructors: Adam Rifkind, Stuart Watson, and Leona Joseph

Golkin Room, Houston Hall

Federal Agency Updates


Sponsored Programs at Penn

Sponsored Programs at Penn is a five half day program designed to provide those involved in sponsored projects administration at Penn with a comprehensive introduction to the basic knowledge required to effectively monitor and manage grant funds at Penn. Topics include Proposal Preparation & Processing, Contract Negotiation, Award Acceptance and Account Set-up, Financial Compliance & Allowability, Post Award Management, Reporting Tools and Data Sources, Closeouts, and Audits.

To Register for the next session, please go to the
Knowledge Link

Past Presentations


Training Offered Outside of ORS

See or for more information on upcoming conferences and other training opportunities.



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