{"id":12560,"date":"2023-08-16T16:34:24","date_gmt":"2023-08-16T20:34:24","guid":{"rendered":"https:\/\/www.marshall.edu\/murc\/?page_id=12560"},"modified":"2026-04-27T09:55:28","modified_gmt":"2026-04-27T13:55:28","slug":"training-workshops","status":"publish","type":"page","link":"https:\/\/www.marshall.edu\/murc\/training-workshops\/","title":{"rendered":"Trainings & Resources"},"content":{"rendered":"

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PAGE UNDER CONSTRUCTION <\/div>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n<\/span><\/span><\/h4>\n

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At the Marshall University Research Corporation (MURC), we are committed to empowering principal investigators (PIs), faculty, and staff with the tools and knowledge they need to confidently navigate every stage of the grant process. Through comprehensive trainings offered each Fall and Spring\u2014as well as customized, on-demand sessions\u2014we aim to ensure our research community feels supported, informed, and prepared to pursue and manage grant-funded initiatives successfully. To schedule a tailored workshop for your team, please contact Brittany Bruce, Director of Grant Operations.<\/a> <\/span><\/span><\/h4>\n

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 <\/p>\n\t\t\n\t\tGlossary of Terms<\/span>\n\t<\/a>\n\t\u00a0 \t\t\n\t\tGrant Acronyms<\/span>\n\t<\/a>\n\t\n\t\t\n\t\tMURC Training Feedback & Suggestions Form<\/span>\n\t<\/a>\n\t\n

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Pre-Award:\u00a0<\/span><\/h2>\n \n \n \n \n
\n Cayuse SP - Submitting a Proposal Record Form\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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This step-by-step guide walks users through the process of initiating a new proposal record in Cayuse Sponsored Projects (SP). Designed for faculty and research staff, the tutorial outlines how to access the system, complete required fields, and route the proposal for internal approvals. It ensures accurate proposal entry and supports efficient pre-award administration at MURC. Ideal for both new and returning users of Cayuse SP.<\/p>\n

Step by Step Walkthrough\u00a0<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n No Cost Extensions\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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This guide explains the process for requesting a no-cost extension (NCE) on sponsored projects managed through MURC. It outlines when and why an NCE may be appropriate, the documentation required, and the steps for submitting a request through the appropriate channels. The guide also highlights key compliance considerations and sponsor-specific requirements to ensure timely and accurate processing. Ideal for principal investigators and grant administrators managing project timelines.<\/p>\n

View document here.\u00a0<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n Budgeting Basics\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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This session covers the basic components of a standard grant proposal. Also included are agency-specific requirements, timelines for planning and the proposal from the reviewers\u2019 point of view.<\/p>\n

PowerPoint Here.<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n Understanding Facilities and Administration (F and A) Rates\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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This session covers the basic components of a standard grant proposal. Also included are agency-specific requirements, timelines for planning and the proposal from the reviewers\u2019 point of view.<\/p>\n

Training Video Here.<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n MURC Functional Expenditure Classification Sheet\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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This document help PIs easily classify their projects that determines the correct F&A rate to apply.<\/span><\/p>\n

Access here.<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n\n

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Post Award:\u00a0<\/span><\/h2>\n \n \n \n \n
\n Purchase Card (PCard) Training PowerPoint\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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This training provides essential guidance on using the MURC Purchase Card (P-Card) in compliance with institutional policies. It covers allowable and unallowable expenses, documentation requirements, reconciliation steps, and cardholder responsibilities. The presentation outlines how to ensure proper use of grant funds when making purchases and helps users understand monthly reporting expectations and audit readiness. This training is required for all new cardholders and is a helpful refresher for current users managing grant-related transactions.<\/p>\n

View PowerPoint here.\u00a0<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n Banner Usage for Grantsmanship\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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This step-by-step guide provides faculty and staff with instructions on using Banner 9 to manage grant finances through Marshall University Research Corporation (MURC). It includes how to request Banner access, check fund balances, review open commitments, track purchase order payments, and look up vendor information. While it focuses on post-award financial monitoring, it does not cover how to create requisitions or encumbrances\u2014those instructions are available through MURC Compliance. Designed to support responsible stewardship of grant funds, this resource is essential for principal investigators, grant managers, and support staff.<\/p>\n

PowerPoint .pdf<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n Encumbrances and Requisitions\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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Learn the difference between Encumbrance and Requisition and when to use depending on the type of purchase.<\/p>\n

Completing a Encumbrance<\/a>
\nCompleting a Requisition <\/a>
\nPowerPoint .pdf<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n Mastering Requisitions Training\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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Learn the difference between Encumbrance and Requisition and when to use depending on the type of purchase.<\/p>\n

Mastering Requisitions Recorded Training Nov. 13, 2025<\/a>
\nMaster Requisitions PowerPoint<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n Processing Service Agreements\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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This document is for those service agreements that are only under the \u201cContractual\u201d grant budget line that are reviewed by your Pre-Award Grants Officer<\/a> (if applicable) and Kristen Webb, Contract and Subaward Compliance Officer <\/a>. If you have an agreement for the purchase of software, software licenses, rental\/hotel agreements, equipment, or maintenance agreements, this process does not apply and will need to work with your Grants Compliance Administrator<\/a>.<\/p>\n

PowerPoint .pdf<\/a>
\nStep by step process .pdf<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n Processing Service Agreements Invoices\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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When invoicing against a Purchase Order (PO), the vendor is required to complete the <\/span>MURC Service Agreement Invoice<\/a> to ensure all relevant information is properly recorded and that the invoicing aligns with the terms of the service agreement. It is alright if the vendor attaches their own invoice, but they must use the MURC Invoice. <\/span>This document must be completed by the vendor.
\n<\/span>Step by step process .pdf<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n Processing Hotel Agreements\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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A hotel agreement is a contract between the Marshall University<\/span> Research Corporation and a hotel to provide accommodations for participants in grant-related events. These agreements are often used when hosting conferences, meetings, or events related to the grant.<\/span><\/p>\n

Step by Step Process .pdf<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n Processing Subaward Agreements\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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This training provides faculty and staff with essential guidance on how to initiate and manage subawards at both the proposal and award stages. You’ll learn how to determine the appropriate agreement type, coordinate with key MURC contacts, gather required documentation, and navigate post-award steps including vendor setup, requisition creation, and compliance reviews. Whether you’re a PI, department administrator, or research support staff, this resource helps ensure subawards are processed smoothly, compliantly, and on time\u2014supporting strong collaborations and successful grant outcomes.<\/p>\n

View Process here<\/a>
\nView PowerPoint here.\u00a0<\/a>
\nView recording of April 2, 2025, training here.<\/span><\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n Processing Subaward Agreements Invoices\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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Once a subaward agreement and Purchase Order are in place, the invoicing process begins. This guide walks Principal Investigators and departments through each step\u2014from reviewing subrecipient invoices for accuracy and completing the required PI Payment & Performance Certification Form, to submitting documentation for compliance review and final payment processing. Clear roles and timely communication help prevent delays and ensure MURC meets its financial and audit responsibilities.<\/p>\n

View Process here<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n\n

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HR and Payroll:<\/span><\/h2>\n \n \n \n \n
\n Hiring for your Grant Funded Project\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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This guide walks principal investigators and grant managers through the process of hiring staff on externally funded projects. It covers key steps from position planning and posting to onboarding and compliance requirements. Designed to ensure smooth coordination with HR and MURC, the guide emphasizes best practices for building a strong project team while adhering to sponsor and institutional policies.<\/p>\n

View PowerPoint here.\u00a0<\/a><\/p>\n\n\n <\/div>\n <\/div>\n <\/div>\n\n

Other Trainings and Resources:<\/span><\/h2>\n \n \n \n \n
\n Exports Control Workshop\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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This training provides an overview of U.S. export control regulations and their relevance to research conducted at Marshall University. It covers key concepts, including deemed exports, restricted parties, and international travel considerations. The guide outlines researcher responsibilities, compliance procedures, and when to seek additional review. Essential for faculty, staff, and students engaged in international research collaborations or working with controlled technologies or data.<\/p>\n

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View video of May 14, 2025, Workshop here<\/a>.<\/p>\n

View PowerPoint here <\/a>\n\n <\/div>\n <\/div>\n <\/div>\n \n \n \n

\n CITI System Training Courses\n <\/div>\n\n \n \n <\/path>\n <\/svg>\n <\/span>\n <\/button>\n\n \n
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Marshall University users involved in animal or human subject research are required to sign up for the CITI system and take the required courses.\u00a0 This system also offers optional research administration training modules, described here.<\/a>\u00a0<\/span><\/strong><\/p>\n

To register in the CITI system, please visit <\/span><\/strong>https:\/\/www.marshall.edu\/ori\/files\/CITI-Instructions-ERA-Course.pdf<\/span><\/strong><\/a>\u00a0\u00a0<\/span><\/strong>\u00a0<\/span><\/p>\n

Elements of Research Administration<\/span><\/b>\u00a0<\/span><\/p>\n

This CITI module provides research administration professionals (sponsored program professionals and managers), principal investigators (PIs), and project directors with an overview of the different administrative components of sponsored programs. The\u202f<\/span>Research Administration<\/span><\/i>\u202fcourse as a whole will cover different areas of the sponsored programs administration profession, with five different modules:<\/span>\u00a0<\/span><\/p>\n