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

Facilitators: Deb Cannon, 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: Sonya Stern, 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

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, Emily Trantum, 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: Sally Roberts and Kathy McConnell 
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: 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: 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: Linda Serrantonio 
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