Facilitator: Emily Trantum – Team Lead: Award Acceptance, Set-up and Subawards – Sponsored Project
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL020

Level of Instruction: Introductory
Prerequisites: None 

Description:

To avoid the risk of incurring costs that are not reimbursable, work may not begin on a sponsored project until the award acceptance process is complete or an Advance Account has been established before all parties have signed the sponsored agreement. This session provides an overview of processes involved in reviewing, negotiating and setting up sponsored project awards as well as for establishing advance accounts, if needed.

• Understand the process for award acceptance at UVM
• Know how and when to request an Advance Account
• Learn roles and responsibilities for these processes

Facilitators: Joshua Tyack, Rachel Cronin and Jeralyn Haraldsen
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL034

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives

Your proposal budget needs to make a persuasive case to the funding agency that they should invest in you and your research team. This session provides tools and tips for successful financial expression of your project. You will be provided with an overview of budget basics and planning, elements to include (or omit!) from your budget narrative, and customization of your budget documents to meet sponsor and university requirements.

Learning Outcomes

• How to approach the initial process of drafting a budget for a new proposal.
• What is needed within the budget to support the project and how to translate this into budget values.
• The basics of reviewing the sponsor guidelines for budget related information.
• How to write a clear and concise budget narrative.
• How to be sure your budget documents are compliant with sponsor and university requirements.

Facilitator: Sue Lalumiere and Kerry Lavalette
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL022

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives

Overview of cost sharing on a sponsored project. Understand what cost sharing is, the roles and responsibilities around cost sharing during the sponsored project life cycle, when is it appropriate in a proposal, what’s allowable/unallowable, kinds of cost share, and roles and responsibilities around cost sharing on a sponsored project .

• Learn definitions, roles and responsibilities during the sponsored project life cycle.
• Learn some helpful tips.

Facilitator: Kathy McConnell and Dawn Caffrey
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL021

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives

Overview of the process flow around processing a cost transfer on a sponsored project.  Understand when a cost transfer is appropriate on a sponsored project and the importance of timely transfers.

• Learn about the roles and responsibilities involved in processing a cost transfer
• Identify required backup for each type of cost transfer
• Learn some helpful tips for filling out the cost transfer forms

Facilitator: Lana Metayer, Victoria Jones and Angie Leahey
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL018

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives

Research compliance essentials that every principal investigator and research administrative professional should know. Provide participants with an overview of compliance requirements related to sponsored projects.

• Learn about multiple areas of sponsored project compliance
• Walk through some scenarios and apply the related compliance
• Roles and responsibilities related to compliance

Facilitator: Jeralyn Haraldsen

Target Audience: Department Administrators, Grant Managers, Principal Investigators
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL030

Level of Instruction: Introductory

Prerequisites: None.

Overall Objectives

This session provides information about available tools for seeking funding opportunities and tips for determining which ones might be a good fit for your research project.

• Learn where to access search tools and alert services for identifying funding, including Federal, Nonfederal, UVM Internal and External Limited submission competitions
• Follow along a demo of the Pivot Tool for Funding Opportunities to conduct and save your own funding search
• Learn how to identify emerging areas of funding
• Learn how to determine whether or not a funding opportunity is a good fit for your research project

Facilitators: Melanie Locher
Audience: All Interested Business Managers or Administrators
Time: 1.5 Hours
PeopleSoft Code: POL025

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives

Learn history of oversight protections.

Facilitator: Sonya Stern, Julie Macy, Linda Serrantonio, and Lana Metayer 
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL012

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives

This session provides an overview of the sponsored project life cycle from searching for funding to grant closeout. Participants learn about the roles and responsibilities for all individuals involved and get introduced to Sponsored Project Administration office.

• Learn about different elements of the sponsored project life cycle
• Meet Sponsored Project Administration (SPA) leadership team and understand SPA office structure
• Learn about the roles and responsibilities for all individuals involved with sponsored projects

Facilitator: Emily Trantum – Team Lead: Award Acceptance, Set-up and Subawards – Sponsored Project
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL035

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives

Overview of the award acceptance process in the UVMClick grants management system.

• Learn the process flow of the award acceptance process at UVM
• Understand roles and responsibilities for the various steps in the award acceptance process
• Understand basic navigation and tools within the UVMClick Award Workspace
• Learn how to submit an Advance Account
• Learn how to track the status of your Award, Award Mod, and Advance Account in UVMClick

Facilitator: Joshua Tyack, Sr. Research Administrator

Target Audience: Anyone involved in preparing sponsored project proposal submissions or administering the effort of UVM personnel on awarded sponsored projects.
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL042

Prerequisites: None.

Overall Objectives

Provide an overview of effort commitment on sponsored projects at the University of Vermont with on UVM policy and federal rules around effort commitment. Discuss practical tips for effort commitments at time of proposal and managing effort commitment and certification on active awards.

Facilitators: Dawn Caffrey

Target Audience: All UVM Faculty, staff or students who expend effort either directly or as cost share on a sponsored agreement as well as administrators such as Business Managers and their respective administrative staff whose responsibilities include assisting the Principal Investigator and key personnel managing effort commitments on sponsored agreements.

Facilitator: Lana Metayer
Audience: New Hires, Department Administrators, Grant Managers
Time: 1.5 Hours
PeopleSoft Code: CPT075

Level of Instruction: Intermediate
Prerequisites: Participants must have a basic understanding of sponsored projects, a familiarity with basic to mid-level PeopleSoft (monthly budget reports, journal entries, expense reports, PurCards, and Time & Labor) and possess a basic level of comfort and skill with Excel.

Overall Objectives

This session provides an overview of existing PeopleSoft pages, queries and reports that are available for financial management of sponsored projects. SPA post-award-team leads also offer recommended best practices for department-level financial management of sponsored projects.

Learning Outcomes

• Learn about key topics in financial management of sponsored project
• Know the UVM processes around those key topics
• Identify and learn some tools that are available to Department Administrators and Grant Managers for financial management of sponsored projects

Facilitator: Joshua R Tyack, Senior Research Administrator,
Sponsored Project Administration
Audience: Departmental Research Administrators or PIs who plan to use UVMClick to submit proposals to the NIH.
Time: 1.5 Hours
PeopleSoft Code: POL038

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives

Basic familiarity with using UVMClick to develop and submit proposals.

• Gain a deeper understanding of submitting proposals to NIH using UVMClick
• Learn how to prevent common problems seen in UVMClick in NIH submissions
• Understand best practices for developing and submitting S2S proposals to NIH

Facilitator: Sylvie Butel, Unit Pre-Award Adminstrator

Target Audience: Anyone wishing to learn more about submission of National Science Foundation (NSF) proposals.
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL043

Prerequisites: Experience with UVMClick proposal submission process desired.

Overall Objectives

Intro to most common National Science Foundation programs;  Course will include, research.gov portal; mandatory sections and documents; useful tools and resources for successful submission to NSF.

Introduction to Successful Submission of Sponsored Projects specific to NSF.

Learning Outcomes

• research.gov portal
• mandatory sections and documents
• useful tools and resources

Facilitator: Emily Trantum – Team Lead: Award Acceptance, Set-up and Subawards – Sponsored Project

Target Audience: Department Administrators, Grant Managers, Principal Investigators
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL039

Level of Instruction: Introductory

Prerequisites: None.

Overall Objectives

Overview of Sponsored Project Award and Agreement review.

• Learn the various types of Sponsored Agreements/Awards
• Learn the key components of an award
• Review common terms and conditions and how they impact your Sponsored Project
• Understand the different roles and responsibilities involved in award review

Facilitator: Sally Roberts and Tiffany Stewart
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL010

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives

This session provides a quick overview of regulations that govern the sub recipient process, followed by a more in-depth overview of process flows around outgoing sub-award agreements on sponsored projects, specifically focusing on issuing and amending sub-awards, and processing of sub-awardee invoices.

• Learn about outgoing sub agreement issuance, and review and processing of sub-awardee invoices
• Know the documentation involved around these activities
• Understand roles and responsibilities related to these activities

Facilitator: Sue Lalumiere, Senior Financial Analyst - SPA; Sara Powell, CEMS Post Award Administrator - SPA; Cynthia Snyder, CALS Post Award Administrator - SPA

Target Audience: Department Administrators, Grant Managers
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL041

Prerequisites: None.

Overall Objectives

Post Award budget management begins at award activation and continues throughout the life of the award. This session provides an overview of Post Award project budget management, best practices for monitoring expenses and forecasting spending, and recommends tools and timelines to provide Research Faculty a consistent, clear interpretation of budget data.

Learning Outcomes

• Utilize PeopleSoft PI Portal to monitor expenses and forecast spending
• Focus on spending plans and projecting expenses proactively
• Outline for routine PI meetings
• Understand best-practice timelines and steps at award activation and award closeout.

Facilitator: Ken Viglucci, Maggie Hall

Target Audience: Department Administrators, Grant Managers, Principal Investigators
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL040

Level of Instruction: Introductory

Prerequisites: Knowledge of SPA proposal and award administration procedures

Overall Objectives

This session provides a general overview of sponsored billing, how it works in the PeopleSoft system and how the type, frequency, method of submission, etc. are determined.

• Learn to analyze a sponsored agreement to understand invoicing terms.
• Understand the roles and responsibilities related to sponsored billing.
• Learn where to find invoicing information in PeopleSoft.

Facilitator: Kathy McConnell and Sue Lalumiere
Audience: Department Administrators, Grant Managers, Principal Investigators
Time: 1.5 Hours
PeopleSoft Code: POL024

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives

Most agencies require the University to submit a final invoice or financial report when a sponsored project ends. This session provides an overview of processes involved in preparing financial reports and recommends best timelines and practices.

• Understand the process for preparing financial reports for sponsored projects at UVM
• Learn roles and responsibilities for financial reporting and closeout processes
• Understand best-practice timelines and steps for successful closeouts

Facilitator: Julie Macy and Sue Lalumiere

Target Audience: Department Administrators, Grant Managers, Principal Investigators
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL032

Level of Instruction: Intermediate

Prerequisites: Knowledge of SPA proposal and award administration procedures

Overall Objectives

The transfer of an award from one institution to another is a complex and time-consuming action. Investigators who resign from UVM have several options to consider if they have sponsored funding.  New faculty coming to UVM who intent to continue their active sponsored projects will have similar considerations.  The process of transferring awards from one institution to another requires negotiation between the sponsor, the old institution and the new institution.  This session provides an interactive discussion using examples of award transfers to UVM and award relinquishments.

• Review Federal and Non-Federal terms and conditions
• Walk through examples of transfers in and out and the various systems used by sponsors for requesting a transfer
• Learn best practices and how to keep the transfer moving forward to avoid delays and complications