December 1, 2009

Topic: Post Award Function

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.

Linda Evans, Grants and Contract Administrator-Department of Education, National & University Transportation Centers (NUTC),

Financial Aid, Mid-America Transportation Center (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-Membership 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)

Industry

Technology Transfer

Missouri S&T

Faculty and Support

Staff

Missouri S&T Senior Leadership

UM Collected Rules &

Regulations, and

Business Policies

State Laws and

Regulations

Federal Laws,

Circulars, and Agency Guidelines

Office of Sponsored Programs

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

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

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’

Web Financial Reports

Budget Variance–Summary of budgeted revenues and expenditures compared to actuals.

Income Statement–Detail and summary reports of actual revenues and expenditures.

Balance Sheet–Report on assets and liabilities.

Grants–Financial reports for grant activities.

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 RequirementsCertification of ExpendituresFinal Federal Financial Report (SF425 form)Final Patent Report (DD882 form)Final Property ReportFinal Voucher, Release and AssignmentEconomic Impact ReportCost ClaimsEPA requires a MBE/WBE (Minority Business Enterprises

and Woman Business Enterprises)NASA – New Technology Summary ReportFinal Technical Report from PI

Maintains Correspondence Related to Projects in the Official Grant File

Other Items

• Audit • Collections • Export Controls • Lobbying Reports