Target Audience: Anyone already working with or hoping to be involved in sponsored projects with international sponsors.
Time Allotted: 1.5 Hours
PeopleSoft Course Number: POL045

Level of Instruction: Intermediate

Presenters:  Anne-Marie Stanley, Emily Trantum, Sue Lalumiere

Prerequisites: None

Description:

Sponsored projects with an international component often present shared challenges that must be addressed with unique solutions. This training will provide an overview of the common issues we face with accepting and managing a foreign award.  Key topics will include what key information to consider at time of proposal, how to handle awards paid in foreign currency, budgeting for project in foreign currency, currency conversions, and budget monitoring, to name a few.  We will look at how to approach these issues at various stages in the award life cycle and how to best set your project up for success.

Facilitator: Emily Tratum
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
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: Julie Macy, Tam Truong
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: Heather Bullett, 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, Julie Macy, Emily Trantum, Linda Serrantonio
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: Josh Tyack, Dawn Caffrey, Anthony Fouche

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 Carrey

Target Audience: All of UVM Faculty, staff or students who expend effort either directly or as a cost shar on a sponsored aggrement as well as administrators such as Business Managers and their respective administrative staff whose responsibilities include assisting the Principal Investigator and key personal managing effort commintments 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 pariticipants with an understanding of PI Portal commitment data and learn effective business practices in supporting the Principal Investigator and key personnel in assessing and updating the effort on sponsored agreements.

LEARNING OUTCOMES

• Understand importnt effort related concepts, definitions and sponsor regulations
• Learn the process of verifying effort commitments in the PI Portal
• Learn how to use the PI Portal to verify effort for all personnel charged to sponsored projects

Facilitator: Kerry Lavalette, Sara Powell, Linda Serrantonio
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 Tyack
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, Stephanie Glock

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 Tratum

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
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: Michael Richards & Dawn Caffrey
Time: 2 Hours
PeopleSoft Code: CPT025

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives

Course will identify how to utilize the space survey software to update space information.

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: Sara Baciak, Tiffany Stewart
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: Amy Santos
Audience: UVM PIs and departmental research administrators who use UVMClick to prepare and submit proposals. Requested that attendees have either had some familiarity with UVMClick or the training material and videos we have posted.
Time: 1.5 Hours
PeopleSoft Code: POL036

Level of Instruction: Introductory
Prerequisites: None 

Overall Objectives

Build competency in using all aspects of the UVMClick system for developing and submitting sponsored project proposals

Learning Outcomes

• Understand the UVMClick Funding Proposal smart forms and budgeting tools
• Given overview of the SF424 system-to-system submission process
• Learn how to prevent common problems seen in UVMClick
• Understand best practices for developing and submitting proposals using UVMClick

Course will identify how to utilize the space survey software to update space information.