Professional Development & Training, in collaboration with Sponsored Project Administration provides the following learning opportunities.
Award Acceptance for Sponsored Agreements & Establishment of Advance Accounts
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
Budget Building for Proposal Development
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.
Cost Sharing on Sponsored Projects.
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.
Cost Transfers on Sponsored Projects
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
Essential Compliance Topics In Research Administration
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
Finding Funding: Tools and Tips
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
The History of IRB, IACUC and IBC Institutional Review Boards.
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.
Introduction to Sponsored Project Administration
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
Overview of the Award Acceptance Process In UVMClick
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
Part 1: Personnel Effort on Sponsored Project Proposals
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.
Part 2: Managing Effort on Sponsored Projects
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.
Time: 2 Hours
PeopleSoft Course Number: CPT044
Level of Instruction: Introductory
Prerequisites: Fundamental understanding and working knowledge of the University’s Effort Management and Reporting policy
Overall Objectives
Provide participants with an understanding of the PI Portal commitment data and learn effective business practices in supporting the Principal Investigator and key personnel in assessing and updating their effort on sponsored agreements..
Learning Outcomes
Understand important effort related concepts, definitions and sponsor regulations
Learn the process of verifying effort commitments in the PI Portal
Learn how to PI Portal to verify effort for all personnel charged to sponsored projects
Ability to proactively identify potential compliance issues
PeopleSoft Tools and Best Practices for Financial Management of Sponsored Projects
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
Proposal Submission To NIH In UVMClick
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
Proposal Submisson to National Science Foundation (NSF)
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
Reviewing and Understanding Sponsored Agreements
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
SPA & Outgoing Sub-Awards
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
SPA Post Award Budget Review, Expense Monitoring & Forecasting
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.
Sponsored Billing (SPA)
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.
Sponsored Project Financial Reporting and Closeout
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
You've Got To Move It, Move It: Handling Award Transfers From and To Other Institutions
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