澳门六合彩资料

Awards Management

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How to Read and Use a Spending Plan (May 2024)

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How to Pull a Ledger Report (April 2024)

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How to Pull Labor Distribution Report (April 2024)

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The Office of Sponsored Programs provides assistance to faculty and staff in reviewing award agreements, negotiating terms acceptable to the investigator and satisfying university policy concerns. Sponsored Programs staff assist with award management and clarifying regulations, advise on allowable costs, subcontracts or revisions; and help resolve administrative problems that arise during the course of the project. Upon accepting the agreement, sponsored programs staff:

  • Assist the principal investigator in managing the award and help to clarify agency regulations and policies;
  • Advise on such matters as allowable costs, subcontracts, or revisions; and
  • Help resolve administrative problems that arise during the course of the project.

To ensure that they understand their responsibilities in managing their project, first-time investigators should meet with OSP staff as early as possible.

Award Documents and Forms

FormDescription
Document that provides an overview of proposal submission and award management workflows at 澳门六合彩资料 for Sponsored Programs, Foundation Relations, and Corporate Relations.
Cost Transfer Guidance (PDF)Reference document to ensure cost transfers on sponsored projects are requested in a timely manner, adequately documented, sufficiently reviewed and approved, and in compliance with federal, agency, and university regulations.
Fixed Price Award Procedures (PDF)This document explains special guidelines that pertain to the financial management and close out of Fixed Price Agreements.
Fly America Act Exception Form (PDF)Form to request that international airfare on a non-US flag air carrier be charged to a federally sponsored program.
Form to request changes to an award such as no-cost extension, budget revisions, personnel time. Clicking the link on the left will initiate a request in Dynamic Forms.
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Other Grants Accounting FormsLink to the Grants Accounting site where other forms and workflows needed for Sponsored Projects may be located (e.g. Cost Transfer Request, Salary Distribution Revision)

Grants Management Manual

SectionDescription
Award InitiationOverview of award processes at 澳门六合彩资料, from award notification to generation of an account index to budget revision requests.
ComplianceOverview of compliance and management issues relevant to sponsored projects.
Compliance - Fly America Act (PDF)Regulations for international travel on federal funds. Includes copy of Fly America Act Exception Form.
Cost SharingOverview of Cost-Sharing: categories, types and processes at 澳门六合彩资料 for documenting these expenses.
Direct CostsOverview of Direct Costs: definition, determining allowability, and examples of allowable and non-allowable costs.
Direct vs. Indirect Costs MatrixExamples of costs that may generally be charged as direct costs vs. those covered by Facilities & Administrative Costs and not generally charged to the Sponsored Agreement.
Monitoring ExpendituresAn overview of how to monitor grant expenditures and account index balance using Banner reports.
Roles & ResponsibilitiesDefines roles and responsibilities of Grants Accounting, Sponsored Programs, the department, the PI, and the Office of Internal Audit in award administration.
Roles & Responsibilities Post-Award Matrix (PDF)A list of grant-related post-award activities and who is responsible for them.
Staffing the ProjectPrinciples governing payment of project personnel and procedures for charging personnel time to a sponsored project.
SubawardsOverview of procedures involving subaward agreements including initiation, monitoring, modifications and closeout.

Project Administration

Upon acceptance of a grant or contract, the Office of Sponsored Programs (OSP) requests a new account from Grants Accounting in Business & Finance. Throughout the life of a funded project, OSP and Grants Accounting work together to manage the award.

OSP prepares a spending plan for the principal investigator that translates the approved budget into codes from the university鈥檚 accounting system, Banner. A grant budget summary report showing the charges against a particular grant fund for a selected time period is available to run from FlashLine > "My Action Items" in the Finance Reports box. Download instructions for running the report (PDF).

Post-Award Management and Responsibilities

Principal Investigators are responsible for the day-to-day direction and administration of their project and must comply with all university and agency policies and regulations. OSP staff members are available to advise and assist. The OSP staff has expertise in the areas of cost principles, agency regulations and compliance issues.

Principal Investigators are also responsible for monitoring all expenditures charged to the grant account and ensuring that charged expenditures are allowable. To ensure the effective allocation of resources, the OSP staff can assist in interpreting month-end financial reports and in projecting expenditures to the end of the grant period.

Reporting Requirements

Requirements for project technical and financial reports are set by the funding agency. These types of reports are typically required.

  • Technical reports 鈥 Most agencies require an annual progress report and a final technical report. Principal Investigators are responsible for preparing these reports. OSP staff will transmit them to the funding agency on the investigator鈥檚 behalf. As part of the requisite official grant record, the Principal Investigator must file a copy of all reports with OSP. These records are reviewed as part of our annual audit.
  • Financial reports - The grant accountant assigned to the project prepares the financial report based on the expenditures recorded in the account. Principal Investigators have the opportunity to review the financial report prior to submission to the funding agency.
  • Project closeout 鈥 After the project鈥檚 termination date, no additional expenditures may be incurred. Funding agencies normally require the final technical and financial report 90 days after the project ends. The 90-day period permits sufficient time for expenditures incurred before the end of the project to be liquidated and gives the principal investigator time to prepare the technical report. Patent disclosure, equipment disposition, and other required reports may be submitted after the termination date or with the final report. Grant/contract records are subject to annual audit; they must be retained for a minimum of six years from the date the final reports are filed.

Changes to Funded Sponsored Programs

Certain changes to a funded sponsored project must receive prior approval from the sponsoring agency, while other revisions may be approved institutionally through 鈥榚xpanded authorities鈥 granted to 澳门六合彩资料. Any desired changes to an existing sponsored project should be requested by submitting a completed Institutional Prior Approval Form to OSP. . The requested modifications will be reviewed and any necessary agency approval received. Completing this process before implementing changes will ensure that incurred costs are allowable.

Presentations

Teams Webinar - Updates from Sponsored Programs & Grants Accounting (04/22/2024)

Transcript

Grants Survey Brown Bag (11/16/2023)

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Assistance With Research Expenditures (05/02/2023)

How to Spend Grant Funds Effectively and Efficiently (04/21/2022)

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Grants Management from a Departmental Perspective, Biological Sciences (11/17/2022)

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