Time with Office of Sponsored Programs

1
Time with Office of Sponsored Programs

• December 1, 2009
• Topic Post Award Function

2
OSP Mission

• Enhance and facilitate University research and
  external funding by providing services, in a
  timely and professional manner, to all persons
  involved with sponsored program activities.

3
Post Award Team Members

• Linda Evans, Grants and Contract
  Administrator-Department of Education, National
  University Transportation Centers (NUTC),
• Financial Aid, Mid-America Transportation Cent
  er (MATC)
• Dawn Clift, Grants and Contract Specialist-New
  Industry Accounts, Leonard Wood Institute (LWI),
  Foundations, and Other
• Denise Ray, Grants and Contract
  Specialist-National Science Foundation (NSF),
  Missouri State Agencies, Local Government, and
  Institutes/Alliances
• Kelly Bowen, Grants and Contract
  Specialist-National Labs, Industry, and
  Universities
• Mendy Kell, Grants and Contract
  Specialist-Federal Agencies 
• Ryan Dodd, Grants and Contract Specialist-Membersh
  ip Agreements, Societies, and National Aeronautics
  Space Administration (NASA)
• Christie Wilson, Grants and Contract Specialist-
  Award Set Up, Modify Award in PeopleSoft System
  with Approved Changes (period of performance and
  budget)

4
The OSP Balancing Act
5
Post Award Team

• Manages Award in Accordance with the Policies of
  the University and Terms and Conditions of the
  Award
• Requests Budget Modification and No Cost Time
  Extensions to Sponsor
• Invoices and Reports Award Expenditures
• Monitors and Reports Cost Share Requirements
• Monitors Expenditures and Awards for Compliance
• Monitors Capital Equipment
• Monitors and Approves Cost Transfers (i.e.,
  payroll correcting entries and cost transfers
  beyond 60 days)
• Submits Closeout Documents per Award Requirements
• Maintains Correspondence Related to Projects in
  the Official Grant File

6
Award Management

• Manages Award in Accordance with the Policies of
  the University
• and Terms and Conditions of the Award
• Focus is on OMB Circulars and Accounting Policy
  
• Manual section 60
• Look at Reasonableness, Allowability, and
  Allocability
• Assist PIs and Departments with notifications
  of award information
• to include 60 and 30 day notice of award
  expiration
• Twice a year send out Effort Verification
  Reports to departments
• for all faculty and staff paid from awards to
  certify effort
• Requests Budget Modification and No Cost Time
  Extensions to
• Sponsor
• Handout No Cost Time Extension Form
• Invoices and Reports Award Expenditures
• Handout Ex. of System Generated and OSP
  Invoice

7
Award Management

• Monitors and Reports Cost Share Requirements
• Monitors Expenditures and Awards for Compliance
• Monitors Capital Equipment
• To Web Financials
• https//webapps.umsystem.edu/
• Log in with user id and password
• Navigate to PS Financial Reports

8
Award Management
Web Financial Reports Budget VarianceSummary
of budgeted revenues and expenditures compared
to actuals. Income StatementDetail and
summary reports of actual revenues and
expenditures. Balance SheetReport on assets
and liabilities. GrantsFinancial reports for
grant activities.
9
Award Management

• Monitors and Approves Cost Transfers (i.e.,
  payroll correcting
• entries and cost transfers beyond 60 days)
• Handout PCE and Correcting Entry Forms
• Submits Closeout Documents per Award Requirements
• Certification of Expenditures
• Final Federal Financial Report (SF425 form)
• Final Patent Report (DD882 form)
• Final Property Report
• Final Voucher, Release and Assignment
• Economic Impact Report
• Cost Claims
• EPA requires a MBE/WBE (Minority Business
  Enterprises and Woman Business Enterprises)
• NASA New Technology Summary Report
• Final Technical Report from PI
• Maintains Correspondence Related to Projects in
  the Official Grant File

10
Award Management

• Other Items
• Audit
• Collections
• Export Controls
• Lobbying Reports

11
Questions