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From pre-award to post-award, research and extension is at the heart of UF’s mission. This toolkit organizes resources to support sponsored projects administration.

Review this page to locate web simulations, instruction guides, training, and other resources. Check back often, as this page is frequently updated.

You may notice the navigation in myUFL is different than what is shown in these training resources.  Rest assured, these changes are primarily look and feel differences. All policies and procedures discussed in these materials are accurate and up to date. Training materials will be updated to reflect the new look and menu of myUFL.


Web Simulations and Instruction Guides

UFIRST

Grants Workflow Administrators

Grants Workflow Administrator (GWA) User Guide PDF

Adding a Viewer PDF

UFIRST User Manuals

UFIRST Proposals, Agreements, and SF424 Manual PDF

UFIRST Awards Manual PDF

UFIRST Proposals & Agreements

Best Practices & Alerts PDF

Communicating with My Proposal Team and DSP in UFIRST PDF

How Do I Navigate and Search UFIRST? PDF

How Do I Track the Status Of An Agreement In Negotiation? PDF

Pre-proposals, Letters of Intent, Progress Reports with Detailed Budgets, and White Paper Submissions PDF

Proposal Checklist & Document Guidance PDF

Submitting an Agreement for Review PDF

UFIRST Glossary PDF

What Do I Do When I Receive a Request from a Sponsor After My Proposal Was Submitted? PDF

Why Are My Activities Changing? PDF

Budget Revisions in UFIRST PDF

UFIRST SF424

Creating SF424 Application Package PDF

Updating SF424 Application Package PDF

Importing Subawards Into UFIRST SF424 Application Package PDF

UFIRST Awards

Creating a New Project PDF

Award Compliance Form PDF

Award Compliance Delegation PDF

FCOI Certification PDF

Financial and Date Modification-Converted Award PDF

Requesting a New Temporary Release Project PDF

No Cost Extensions PDF

Making a Temporary Project Permanent PDF

Creating a New Subaward PDF

Establishing a UFIRST Record for an Existing Subaward PDF

Modifying a UFIRST Subaward PDF

Update Project IDC Returns PDF

CAS Exemption Process PDF

Award Modification – Carryover PDF

Reporting

Running UFIRST Proposal Reports PDF

Running UFIRST Award Reports & Report Methodology PDF

UFIRST Proposal Data Dictionary Excel

UFIRST Award Data Dictionary Excel

UFIRST Award and Project Report Data Dictionary PDF

Training

Please review the Sponsored Research Training Series (SRTS) section of this site for a full list of courses offered.

Security Roles

Lists and descriptions of all UF security roles may be found on the Identity & Access Management website.

Grants

  • UF_GM_PROPOSALS:This is an end user role for college and departmental users granting access to the Grants module to view Monthly Financial Reports (MFRs) and PI Summary Reports, as well as the ability to build custom and ad hoc queries on PeopleSoft Grants data in the data warehouse.
  • UF_FI_UNIVERSAL_INQUIRY: Provides general view-only access across all financial modules and financial data in Enterprise Reporting.

UFIRST

  • Study Staff: All UF employees who can start or be listed on a proposal, agreement or award
  • Grants Administrators: Grant administrators work for a division, department, college or shared service center and need to see and edit all the proposals, agreements, or awards for the entire unit
  • Grants Approvers: Grant approvers can approve for a division, department, college or shared service center. Note that approving does not confer editing rights. If you need to edit, you should have Grants Administrator access
  • Unit Fiscal Authority: A special set of approvers who can approve cost share and temp (advance spending) accounts for a division, department or college
  • Grants Workflow Administrators: Workflow administrators link the Grants Administrators and the Grants Approvers to the department/s for which they can act.
  • Viewers: Administrators who work for a division, department, college or shared service center and need to only view but not edit all the proposals, agreements, or awards for the entire unit

Other Resources

 Contact Information

Division of Sponsored Programs
Proposal Processing and PreAward Services
(352) 392-9267
Fax (352) 392-4400
ufproposals@ufl.edu

219 Grinter Hall
PO Box 115500
Gainesville, FL 32611-5500

For technical issues contact the UF Computing Help Desk: 392-HELP