1. Key Roles in the grant application and administration process.

2. Responsibilities of the Project Director, Department staff, Division office, and the Institutional Grants Office in grant applications and awards.

Project Director (PD) Educator or Specialist with overall responsibility

for a grant. Department’s grant support staff

For state specialists, it is your Program Area financial contact.

For county educators, it is the CES Budget Office accountant assigned to county extramural funding proposals/awards.

Division Budget Office CES Office of Budget and Fiscal Operations.

Institutional Grant Office OES – UW-Extension Office of Extramural Support

Program Area grant support contacts for statewide specialists include:

Agriculture and Natural ResourcesAndrew Bernhardt andrew.bernhardt@ces.uwex.edu

Community, Natural Resource and Economic DevelopmentCNRED: Kathy Ivchenko mailto:Kathleen.ivchenko@uwex.edu ERC: Christine Anderson christine.anderson@ces.uwex.eduLisa Ebert lebert3@wisc.edu

Family Living Sue Erickson sue.erickson@uwex.edu

4-H Youth DevelopmentJane Marquardt jane.marquardt@ces.uwex.edu

For County-based Educators:

Chad McClure chad.mcclure@ces.uwex.edu County Educators’ extramural funding proposals/awards

Chris Whalen chris.whalen@uwex.edu State Specialists’ extramural funding

proposals/awards

Chad McClure chad.mcclure@ces.uwex.edu County Educators’ extramural funding

proposals/awards

Project Director (PD) When a grant opportunity arises, PD first checks with the program leader and department staff; then Assisted by department staff and CES Budget office, PD develops the proposal with a plan of work

and budget. If proposal is awarded, PD is responsible for fiscal & programmatic oversight of project and the

deliverables. Read and Follow the terms of the award. Approve Project Expenses – s/b appropriate, reasonable, allowable, allocable Monitor project balances monthly- keep project on budget Verify only approved expenditures have posted Provide Programmatic Reporting as required by terms of award Certify Effort on Project Monitor cost share for Project Initiate subcontracts with assistance of Divisional Budget Office and OES Fiscal and programmatic oversight of subcontractors Initiate timely requests for rebudgets and no-cost extension with assistance of Divisional Budget

Office and OES

Division Budget Office Review proposals and proposal budgets prior to submission

to institutional grants office. Follow up with project director and/or department grant

staff with questions and/or revisions. Sign the WISPER record, and route the form and application

to the UWEX Institution office for authorized approval and mailing or electronic submission to the sponsor.

Assist project director in setting funding for grant funded staff

Periodically check grant balances for any issues. Assist project director with requests for time extensions

and rebudgets. Assist project director with close out and cost transfers as

needed.

Institutional Grants Office Office of Extramural Support (OES) Final review and submission of grant proposals. If the application is successful, the sponsor will send an

official award document to OES The UWEX institution office will review the award’s terms and

conditions and negotiate with the sponsor where necessary. Establish project accounts Review and approve expenditures and transfers Prepare and submit financial reports and invoices Oversee extensions and re-budgets Submit award close-out documentation including cost share

Websites: Cooperative Extension Budget Office

http://www.uwex.edu/ces/budget/grants/index.cfm (under ‘Resources’)

- - Grantsmanship Checklist- - FAQs- - Links to WISPER & WISDM

UWEX Office of Extramural Support website:http://www.uwex.edu/business-services/

extramural/