Office of Sponsored Programs

Preparing Funding Change & Cost Transfer Forms

This workshop will give participants the opportunity to complete funding change & cost transfer forms for a variety of funding scenarios. Guidelines on determining which form(s) are needed and how to complete the forms will be covered.   Participants may bring up specific examples for discussion.

Administering Direct Expenses on Sponsored Programs

This workshop will provide participants an overview of managing direct expenditures. Topics included are allowable & unallowable costs, procedures for processing participant pay, petty cash funds, P-card transactions, travel vouchers, equipment purchases, & consultant paperwork.  We will look at monitoring expenses & how to move expenditures off the fund if needed. 

PI Report Workshop

This hands-on workshop will provide an overview of two Discoverer reports, PI Reports and PI Reports by Month Range, that display Banner financial data for sponsored projects. The reports provide a high-level summary for projects with the ability to drill for details for all charges including personnel charges. The PI Report by Month Range permits users to view charges to projects during a specified time period.  Registration is recommended, but not required. Access to PI Reports will be confirmed for all registered individuals prior to the training session. 

Reconciling Fall Personnel Assignments

This session will focus on verifying that all fall personnel assignments are in the payroll system with the proper salary and funding sources.  The different reports available to reconcile the first pay of the fall term with your records will be reviewed.

Allowable Costs

This session will use short case studies to illustrate allowable cost issues on sponsored projects with a focus on federal funding and OMB Circular A-21. Attendees are encouraged to bring up specific examples for discussion during this interactive session. 

Sponsored Programs: Proposal Process Overview

This workshop will provide participants an overview of submitting a proposal for sponsored funding. Topics included: proposal preparation, budget development and justification, electronic submission & proposal routing process. 

Administering Personnel Costs on Sponsored Programs

This session will cover topics related to personnel working on sponsored programs. We will focus on the hiring, terminating, and changing the funding source for employees. Reallocation of salary, Funding Change & Cost Transfer forms, labor encumbrances, fringe benefits and reconciling labor charges will be discussed.

OSP Roundtable

The Office of Sponsored Programs will hold a roundtable session for departmental administrators working with sponsored projects. 

Reconciling Monthly Expenditures

This session will cover the basics of reconciling grant expenditures.  Sample templates to track both personnel transactions and direct expenses will be provided.  There will be a demo on the various financial reports available to aid in the reconciliation process.  A sample reconciliation will be completed during the session.