Transcript Slide 1
Diane Rathbun, Office of Grant & Research Development, [email protected] Lauren Hatley, Sponsored Programs Services, [email protected] Recording date of this workshop is September 26, 2014 Some of the rules and procedures discussed in this workshop are subject to change. Please check university resources before relying exclusively on this recorded presentation. Recording date of this workshop is September 26, 2014. Some of the rules and procedures discussed in this workshop are subject to change. Please check university resources before relying exclusively on this recorded presentation Idea Generation Identification of Funding Opportunities and Sources ◦ COS Pivot, SciVal Funding, Grants.gov, Others Proposal Preparation ◦ OGRD Quick Guide, Departmental Contact List, Budget Guidelines (http://www.ogrd.wsu.edu/) ◦ Proposal Management Unit (PMU) Proposal Review, Routing and Approval ◦ eREX Form (http://www.ogrd.wsu.edu/forms.asp) - TWO DAYS BEFORE THE DEADLINE PLEASE. Proposal Submission/Grant and Contract Coordinator review ◦ Electronic websites/Grants.gov/email vs. Regular Mail/FedEx Budget Development-Federal Regulations and Cost Accounting Standards, OMB Circulars, BPPM, UG ◦ Non-Fed: See award document for specifics Proposal Development – Some departments have specific help. Project Oversight/Management, Review and Approval of eREX Form, Compliance Support, Expenditure Tracking, etc. Understand the Process – BIG KEY ◦ Flow Chart at the beginning and end of the presentation Hot Topic: Uniform Guidance ◦ Procurement Threshold ◦ Voluntary Cost Share ◦ 90 Day Closeout More Compliance ◦ PHS FCOI Regulations ◦ ◦ ◦ ◦ ◦ ◦ Subrecipients need a Policy Institutional Bio-safety Committee Human Subjects Protection Institutional Animal Care and Use Committee Environmental Health and Safety Radiation Safety Human Resources and Equal Opportunity Awards and Acceptance ◦ Grants/Cooperative Agreements 6-9 months, Contracts can be much quicker. Check MyResearch for updates. ◦ OGRD acceptance = WSU acceptance. WSU’s Authorized Official. ◦ Mandatory Training Award/Account Set-Up, The Account Number ◦ Guarantees Award Management and Maintenance ◦ Subcontracts? ◦ What do I do if I need to change aspects of my award/contract or work? Work with OGRD to determine if agency approval is required. Work with OGRD/SPS, as applicable, if agency approval is NOT required. Receive executed award Assign Program/Budget/Project as needed Agency number, award number (external or internal) Allocating budgets ˚ Ensure agency approved award budget Review Award, Proposal for important information ˚ Period of Performance ˚ Equipment ˚ Invoicing requirements ˚ Unspent balances at term Add appropriate exception codes Balances (AIS) Update OGRD Database MAINTENANCE Invoicing/Financial Reports Approving subcontracts: sub award #, POP, allowable expenditures, authorized signature, certifying statement/signature Effort Certification Expenditure Transfers Reasons: ˚ Period of Performance Change ˚ Budget change ˚ PI Change ˚ Scope of Work Coordinate with OGRD for Amendment, Modification, Addendum SPS will execute changes appropriately Sponsored Project Activity Request Expenditure Transfer Requests Expense Assignment Action Request on a Sponsored Project Activity Request Form (BPPM 40.23.10) Can be GUAR for time and money/both SPS will remove GUAR after receiving Executed Award Coordinate for final invoicing/reports Review of the requirements within Federal, Sponsor, and University Policy/Regulations Final Financial & Invention Reports, Effort Certification, etc. Closing of Accounts Time Extensions: Only if a project is unfinished, NOT because you have money left over to spend. Clear Overdrafts Zero Objects/De-obligations Close Account Provide A-133 Audit Compliance as requested Uniform Guidance implementation Ongoing Training Office of Grant and Research Development (OGRD): http://www.ogrd.wsu.edu/ Proposal and Award Database Links to funding sites and opportunities eREX Form, Budget Template, Quick Guide, Workshops, Memos and Guidelines Office of Research Assurances (ORA): http://www.ora.wsu.edu/ Human and Animal Subjects information Institutional Biosafety Export Controls Office of Research (OR): http://www.officeofresearch.wsu.edu/ Support Units (OGRD, ORA, Campus Vet, Radiation Safety, etc.) Core Facilities and Centers Policies Sponsored Program Services (SPS): http://sps.wsu.edu/ Account and expenditure Information F&A Agreement and documents http://www.wsu.edu/~forms/manuals.html Business Policies and Procedures Manual (BPPM) Executive Policy Manual This has been a WSU Training Videoconference If you wish to have your attendance documented in your training history, please notify Human Resource Services within 24 hours of today's date: [email protected]