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TRAINING GRANTS:POST-AWARDKatherine NewkirkOctober 22, 2013
Training Grants Overview
The objective is to prepare qualified individuals for careers that have a significant impact on health-related research needs of the United States
Awarded to an Institution as a primary way of supporting pre & postdoc research training
Parent Training Grants T32: Long Term – Appointed for 12 months T35: Short Term – Appointed for 2-3 months
xTrain
Used in eCommons to Appoint and Terminate Trainees PI must delegate Access Select Training Grant
View Trainee Roster
xTrain, cont.
Trainee Roster View All Years Process both Statements of Appointment & Terminations
Statement of Appointment
Trainee must be US Citizen or Permanent Resident Form 2271
Must be submitted via xTrain (Trainee Participation) Prior to or at time of appointment, but no later than 3
months prior to the end of budget period (select agencies)
Unfilled Slot Reduction (select agencies) If SOA is not submitted 3 months prior to start date of next
budget period, a revised NGA will be issued to restrict funds for the unfilled slot and also delete that slot from all future years.
Statement of Appointment, cont.
PGY Levels Use NIH Stipend Levels NIH Starts at Year 0 not Year 1 $500 leeway
Measured by budget start date, not appointment date Example: Budget Start Date is 09/01/12 Appointment Date is 07/01/13 NIH FY13 is 10/01/12-09/30/13Must Use FY12 Stipend Amounts as Budget Start Date is in
NIH FY12 (10/01/11-09/30/12)
Statement of Appointment, cont.
Payback Agreement Required for postdocs for their 1st appointment on NRSA Only occur a payback obligation during initial 12 mos Trainee then “owes” an additional 12 mos of service &
must be initiated within 2 years Research Teaching Health-Related Activities
Must be mailed to NIH NRSA obligation cannot be fulfilled at the
simultaneously with the NIH Loan Repayment
Managing your Training Grant
Distribute the budget Create Subaccount for each trainee Leave Health Insurance in main IO
Limited rebudgeting allowed between categories
Maintain Data Tables throughout the year Progress Report Renewal Other Department Training Grants
Termination
Must be submitted via xTrain (Trainee Participation) Must Route to Business Official (BO), who then submits
to NIH Labor Distribution Report in BW Amounts must match Term form in xTrain
If there are errors with the PGY Level Must first adjust the SOA and resubmit to NIH Then complete Term form correctly
Contact Info
Katherine Newkirk, Research Service Manager Div of Infectious Diseases in Dept of Medicine [email protected]
Research Administration RetreatTraining Grants
Tracy Wayman ‐ [email protected] Borsella – [email protected]
Training Grants
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DEFINITION:
NIH T32 grants are provided to an eligible institution to develop or enhance research training opportunities for individuals selected by the institution.
Training Grants
• FFR Draft Example• Statement of Appointment• Unliquidated Obligations• How the Worksheets Relate to Each Other• Is Rebudgeting Allowed…?• Restricted Balance• Questions
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Training Grants
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– FFR Draft
Training Grants
– FFR Worksheet
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Training Grants
– F&A Worksheet
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Training Grants
– Statement of Appointment pg 1
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Training Grants
– Statement of Appointment pg 2
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Training Grants
– Unliquidated Obligationso Stipendso Tuition and Feeso Student Health Insurance
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Training Grants
– Stipend Worksheet
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Training Grants
– Tuition and Fees (if applicable)
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Training Grants
– Training Grant Summary Sheet
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Training Grants
– Rebudgeting Rules
o Category A includes: Trainee Travel Equipment Training Expenses F&A
o Category B includes: Stipends Tuition & Fees
Rebudgeting is allowed from Category A to B and within Category ARebudgeting is allowed within Category BRebudgeting is NOT allowed from Category B to A
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Training Grant
– Restricted Balanceso If you do not spend your funds for the year, they become restricted
o Restricted Funds may of may not be released Offsets Additional Funding (rare)
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Training Grants
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– Reconciliation Worksheet example
Grant NumberAward NumberBudget/Report Period End DateIndirect Cost Rate for AccountNon-Sponsored Cost Object for transfer of overruns
Total expenditures from the Statement as of the budget/project period end date:
Plus:Total unliquidated obligations:
Total Expenses for the Period:
Plus:Total amount of charge adjustments from page 2 ofthis worksheet:
Less:Total amount of credit adjustments from page 3 ofthis worksheet:
Total Expenditures to be reported to the Grantor:
Signature of Administrat Date
Financial Reporting Reconciliation Worksheet CHARGE DETAIL
CHARGE IDC TOTAL AMOUNTDate SAP SPONSORED SPONSORED ADJUSTMENT y or INDIRECT OF CHARGE
GL CLASS PROGRAM DESCRIPTION AMOUNT n AMOUNT ADJUSTMENT0.00 0.00 0.000.00 0.00 0.000.00 0.00 0.000.00 0.00 0.00
Financia Financial Reporting Reconciliation Worksheet CREDIT DETAIL
CREDIT IDC TOTAL AMOUNTDate SAP SPONSORED SPONSORED ADJUSTMENT Y or INDIRECT OF CREDIT
GL PROGRAM PROGRAM DESCRIPTION AMOUNT N AMOUNT ADJUSTMENT0.00 0.00 0.000.00 0.00 0.000.00 0.00 0.000.00 0.00 0.00
FINANCIAL REPORTING RECONCILIATION WORKSHEET
00.00
00/00/00008%
I attest that the expenditures referenced in this Reconciliation Worksheet are appropriate expenditures for the grant referenced above, and that any debit balances on prior year's awards have been transferred to the current year appropriately.
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