CLASP Toolbox

Practice Aids, Tools and Self-assessment Templates

Title	Description
COVID-19 Information Session for Research Administrators	May 26, 2020 Presentation on COVID-19 impact on Sponsored Project Survey, 2021 budgeting information, and PPE and sanitization supplies as direct costs
Budget Presentation Elective - Oct 2017	Back to The Basics Detailed Budget Preparing Single IRB Budgets
NIH NoGA Forensics Elective - Aug 2017	NIH NoGA Sample Deciphering the NIH Application
Training Grants Elective - July 2018	PreAward Slide Deck Appendices A-I PostAward Slide Deck Appendix AA - Glossary of Terms Appendix BB - T32 Example Appendix CC - PHSROE Training Grant Appendix DD - GR52XXXX F FFR Appendix EE - Training Grant ROE with deficit Appendix FF - Statement of Appointment Form PHS 2271 Appendix GG - Termination Notice Form 416-7 Appendix HH - eRA Training Appendix II - xTrain Institutional User Guide Appendix JJ - FAQs Appendix KK - Helpful Tools Appendix LL - Quick Reference Termination Appointment FY19 Fringe Benefit Components
Considerations When Preparing an Account for Final Closeout	Practice Aid regarding tasks to keep in mind when an account is terminating
Comparing Actual and Budgeted Effort	A template to compare actual and budgeted effort for faculty on sponsored projects
Finance Report Form	Template for providing annual payments of research study participants data to Controller's Office
Grants.gov Review Checklist	Self assessment tool to verify a proposal is compliant for Grants.gov requirements
Monthly Ledger Verification	PI verification and sign off of monthly ledgers form
NIH Training Grants Data Tables	Data tables to use with Institutional Research Training Grant Applications
NSF Proposal Review Checklist	Self assessment tool to verify a proposal is compliant for NSF Fastlane submission
Optional Excel Spreadsheet	“Optional EXCEL sheet to assist with documentation of the final financial position of an account to be closed out when there are pending corrections and transactions. This can be provided to your ORACS accountant.”
Percent Effort Spreadsheet	A spreadsheet that can be used just to confirm some of the more common percents of effort
Sample Incentive Logs	Template for documenting payments made to participants in research studies
Subject Payment FAQs	Frequently asked questions regarding payments to research subjects
Subject Payment Policy	Summary of UR Policy regarding payments to research study participants
Summer Salary Documentation Form	Worksheet for River Campus faculty to document proposed summer research and compensation
River Campus Salary Guidelines	River Campus summer salary guidelines FAQ document
Summer Salary Numeric Examples	Numeric examples of summer salary

Current CLASP Presentations

Title	Description
01/23 CLASP Presentation 01/23 CLASP Presentation 01/23 CLASP Presentation	"Research Security Program Implications" "NIH Data Management and Sharing (DMS) Policy Update" "Service Centers"
02/23 CLASP Presentation	"Using the OCR Feasibility Process to Select the Best Studies"
03/23 CLASP Presentation 03/23 CLASP Presentation	"Reducing the Use of USB Storage Devices in URMC" "Take-Aways from Past Year's NSF Audits of Peer Institutions"
06/23 CLASP Presentation 06/23 CLASP Presentation	"OptiFreight Logistics" "Administrative Considerations for PI Movements to or from Peer Institutions"
09/23 CLASP Presentation 09/23 CLASP Presentation 09/23 CLASP Presentation 09/23 CLASP Presentation 09/23 CLASP Presentation 09/23 CLASP Presentation 09/23 CLASP Presentation	"Plan Confirmation System Review (PCSR)" "Plan Confirmation System Review (PCSR) Update" "Faculty Sabbaticals" "Government Shutdown" "On-Off-Around (Modified Off) Campus Rates" "OHSP Update" "NSF Biosketch and Current Pending Support Updates"
10/23 CLASP Presentation 10/23 CLASP Presentation	"Federal and New York State Website - Procurement" "myURHR Effort Certification Changes"
11/23 CLASP Presentation	"Sponsored Research Compliance Reviews"
2023 CLASP Annual Update	"CLASP Annual Update Presentation."
01/24 CLASP Presentation 01/24 CLASP Presentation 01/24 CLASP Presentation 01/24 CLASP Presentation 01/24 CLASP Presentation	"Purchasing Newsletter" "NIH DMSP Common Feedback" "NIH DMSP Budget Feedback" "University Audit Effort Reporting Controls Document" "Fixed Asset Policy Updates"
02/24 CLASP Presentation 02/24 CLASP Presentation 02/24 CLASP Presentation 02/24 CLASP Presentation	"Fixed Asset Policy Updates" "Office of Clinical Research" "URGEMS - General Encumbrance Management System" "U.S. Small Business Administration - Small Business Subcontracting Program"
03/24 CLASP Presentation 03/24 CLASP Presentation 03/24 CLASP Presentation 03/24 CLASP Presentation 03/24 CLASP Presentation 03/24 CLASP Presentation	"NSF Updates" "Lost or Damaged Goods During Transit" "myURHR Readiness" "Institutional Risk Assessment Process for PI-Initiated, Externally Funded Clinical Studies" "Transfer of Confidential Information, Data, and Materials" "Supplier Diversity for Grants Updates"
04/24 CLASP Presentation 04/24 CLASP Presentation 04/24 CLASP Presentation 04/24 CLASP Presentation 04/24 CLASP Presentation 04/24 CLASP Presentation 04/24 CLASP Presentation 04/24 CLASP Presentation	"URGEMS - General Encumbrance Management System - Overview" "URGEMS User Training Guide" "Financial Reporting Updates" "NSF Updates - April 2024" "NSF PAPPG 24-1 Highlights" "Biographical Sketch Common Form" "Current and Pending (Other) Support Common Form" "MWBE & SDVOB Requirements on NYS Department of Health Contracts"
05/24 CLASP Presentation 05/24 CLASP Presentation	"EFT Payment Review" "Financial Reporting Updates"
07/24 CLASP Presentation 07/24 CLASP Presentation	"FY2022 F&A Proposal Update and DHHS Site Visit" "myURHR Workday Payroll Effort Certification"
09/24 CLASP Presentation 09/24 CLASP Presentation 09/24 CLASP Presentation 09/24 CLASP Presentation 09/24 CLASP Presentation 09/24 CLASP Presentation	"Accounts Payable Update on EFT Payments" "Research Security Standards" "NYS and Federal Supplier Diversity Requirements" "Universal OnCore Use at URMC" "CTSI Updates" "2 CFR 200 Update"
10/24 CLASP Presentation	"Effort Reporting Policy Changes"
11/24 CLASP Presentation	"Overview of U.S. Export Compliance"