NANO Session handouts are available on the Training page

 

 

Scheduled Meetings

[ All meetings run from 1:15 - 3:00 p.m. unless indicated otherwise.]

 

Thursday, September 18, 2008, Campanile Room, Memorial Union

Thursday, November 20, 2008, Pioneer Room Memorial Union

Archived
 

 

OSPA

• Introduction of new staff member – Jennifer Otto, Proposal Team

• Reorganization of Industry Team (Matthew)

• Update on RMM (new budget model) – David Biedenbach

• Update to forms

  o GoldSheet (Jamy)
  o Supplemental Budget (Tammy)
  o Advanced Account Request (Tammy)

SPA (handouts all in one file)

• RMM (Budget Model) FY09 IDC Distribution
  o General Info
  o WebFM Screen

• Retroactive Personnel Actions - Cost Transfers

 

 

OSPA

• Quick Update to GoldSheet Change

• Future training announcement

• Planned system downtime

• December 18, 2007 - Last day to begin routing (PI signs) an "old" GoldSheet. The GoldSheet "Start" function will be turned off at 5 PM.
• December 26, 2007 - Last day for an "old" GoldSheet to finish routing through all approvers (CoPI/Dept/Center/Institute/Extension/College/VP's/ OSPA). The routing system will shut down at 5 PM.
• January 2, 2008 - First day to start the updated GoldSheet.  The GoldSheet system will be available for use by 8 AM.

•  Supplemental Budget issues (form) (handout)

• Continuation/Renewal proposal - when are GoldSheets needed?

SPA (handouts all in one file)

• WebFM Downloads

• WebFM Departmental Commitments

• SPECS Update

• Fall 07 and Spring 08 Tuition Policy

• Cost Share - Annual Documentation

• SPA Reorganization of Workload

• Miscellaneous Items

 

 

OSPA

• Gift vs. Sponsored Project

• Update to GoldSheet - Conflict of Interest

• Budget Model Update

SPA

• Fiscal Year End - Correction Vouchers, RET's and Budget Transfers

• WebFM Departmental Notes

• WebFM Demonstration
  SPA handouts all in one file (PDF file, 2 pages)

 

 

OSPA

• Introduction of Jodi Reinhart, Awards Team

• Introduction of new electronic forms, Awards Team

• Round Robin Sessions

  • FastLane 101

  • Gift vs. Sponsored Project

  • Questions and Answers for electronic forms

  • CDA's, MTA's, and Industry and Commodity Sponsored Agreements

  • Anything you want to know about problematic contract clauses

SPA

• Fiscal Year End Tasks

• Training Opportunities and Information

• Recent ISU NSF Desk Review

• OIG Audit Updates

• Miscellaneous Items
  [handouts, all in one PDF file]

 

 

OSPA

• Introduction of Lisa Hattery, Industry Services Specialist in OSPA

• Staffing Changes in OSPA, distribution of work in Awards Team (Jody Sanders' last day in OSPA, 2/15/2007)

• Changes to the GoldSheet

• Update on Export Controls [this is a draft document, please contact OSPA if you want a copy]
   

Sponsored Programs Education and Certification Sessions - SPECS Training
 

SPA

• Research Participant Incentives - Process and New Form
  [handouts below, all in one PDF file]

• Calculation of F&A/Indirect Costs and IDC Codes

• Recent NSF Inquiries of ISU Awards

• NSF Audits at Other Institutions

• HHS OIG and NSF OIG FY07 Audit Work Plans

• Justification for Transfer Box on CVs

• Response to Annual Cost Share Requests for Documentation

    OSPA

• Introduction of new staff in OSPA
  - Matthew Bailey, Sr. Assoc. Director, Industry Team, OSPA
  - Anne Kinzel, Awards Team, OSPA
  - Marva Ruther, Awards Team, OSPA
   

• Update from NCURA National Meeting
  - Joanne Altieri, Export Controls
  - Tammy Polaski, FDP Subaward Model
  - Diane Meyer, Grants.gov Update
   

• New OPSA web pages: Electronic Research Administration, Introduction to Sponsored Funding for Principal Investigators, update to Staff Page
   

• Grants.gov:  Lessons Learned from ISU submissions, refer to the eRA page and agency-specific Mini-guides

    SPA [handouts all in one PDF]

• Departmental Use of ISU Foundation Funds

• Cost Share - Time for Annual Documentation

• Change in SPA Application of 90 Day Period

• Section Projects on 4xx Accounts - Request for Departmental Review

• FM to the Web Update

• Federally-Owned Equipment Transferred to ISU

• Utilization of ISU Equipment by Other Entities

    OSPA

• Introduction of new staff in OSPA and SPA
  - Joanne Altieri , Director, OSPA
  - Suzanne Schuknecht, Pre Award Administrator, OSPA
  - Jeanne Vande Voort, Accountant, SPA
   

• LEAN update - Tammy Polaski -Awards, Diane Meyer - Industry

• Update on Compliance process - Tammy Polaski, Diane Ament, Becky Musselman

• Advanced Accounts - electronic form and routing changes - Tammy Polaski, Diane Ament, Becky Musselman

• Budget review on proposals (PDF, 4 pages) - Diane Meyer

• IDC Waiver process and form update - Jamy Rentschler

    SPA [handouts all in one PDF]

• 2006 September Meeting - Becky Musselman

• SPA Initiative - Fiscal Compliance Monitoring - Shona Roberts

• 2006 Compliance Supplement - Becky Musselman

• FY06 HHS and NSF Audit work plans - Becky Musselman

    OSPA

• No-Cost Extension Requests (PDF, 2 pages)
  -Requires sponsor approval
  -ISU approved - expanded authorities
• New Communication Guidelines Approved by OSPA Roundtable
• How ISU/institutional policies can affect sponsored research
• Budget review checklist (PDF, 4 pages)

    SPA [handouts all in one PDF]

• Subrecipient Monitoring

• New SPA Initiative

• Responsibilities of PIs

• NIH carry-forward Information

• New, additional or continuation funding and the use of advanced account numbers

• Allocating charges to federal awards

• New class code for off-site facility rentals

• ISU equipment utilization by other institutions

    OSPA

• Restructuring OSPA - Teams for Proposals, Awards, and Industry
• The OSPA Roundtable
• Grants.gov (electronic applications in general) [Grants.gov Brochure, PDF]
• Demo of new budget template (not available for download at this time)

    SPA [handouts all in one PDF]

• Allowability of Computers on Federal Funding
• ISU Foundation Liaison Update (497 Accounts)
• Reminder - Annual Cost Share Documentation Time
• Certification of EASE Forms - Who Should Sign?
• Repeat from November 2005 Meeting -- OMB Administrative Requirements and Cost Principles Moved to CFR Title 2

    OSPA

• Grants.gov (electronic applications in general) [E-Grants Vision; Federal Grant Making Agencies; Grants.gov Brochure, PDF]
• Cost sharing documentation for proposals
• Routing process for the GoldSheet (page 3 of 23; from the e-GoldSheet User Manual, PDF)
• GoldSheet notes (page 9 of 23; from the e-GoldSheet User Manual, PDF)
• Professional Development
  • NCURA:
    January 24, 2006 - Post-award Issues for Pre-award and Departmental Administrators (SPA will probably host at ISU)
    March 7, 2006 - ERA Federal Update
    April 2-4, 2006 - Financial Research Administration Conference VII
    Regional Meetings all, April 29 - May 2, 2006 Region IV in Grand Rapids, MI
    June 13, 2006 - National Securities Issues
    September 12, 2006 - Technology Transfer for the Research Administrator
    November 5 - 8, 2006 - Annual Meeting, Washington, D.C.
  • SRA:
    Regional Meeting, April 22 - 25, 2006, Detroit, MI
    October 14 - 18, 2006 - Annual Meeting, Quebec City, Canada
  • Big XII Annual Meeting, April 5 - 7, 2006, University of Oklahoma
• Fringe Benefits calculations
• "Grants" or "Honorariums" to ISU Employees (see OMB Circular A-21, Section J.10.d.1)
• Administrative Costs on Major Projects, use OMB Circular A-21, Exhibit C to determine if it qualifies as a "Major Project"
• Lean review of OSPA
• Grant Coordination Functions (review); Role of a Principal Investigator in Sponsored Funding (review)

    SPA [handouts all in one PDF]

• Introduction of Donna Neubauer, SPA Accountant
• SPA Reorganization by College/Unit  [Responsibility Code by Unit]
• Requests for "Transfers" from Foundation Accounts
• OMB Administrative Requirements and Cost Principles Moved to CFR Title 2
• Non-Grant Related Effort Issues Related to Federal Awards
• FM Access for PIs and Other ISU Staff
• Foreign Meal Per Diems and Business Meeting Expenses
• Cost Share - Time for Annual Documentation

• Introduction of Dr. John Brighton, Vice Provost for Research
  www.vpresearch.iastate.edu/docs/rib/2005-09-09v12n04.pdf  
• OSPA staff and functions
• GoldSheet tips
   - Changes to form
   -  Load from previous
   -  Using the "status" form
  
• Copy of final proposal
• Subcontracting
• Industry and recovery of F & A costs
• Budget justification tips
• Site maps / navigating the OSPA website www.ospa.iastate.edu/SiteMap/
• ISU Confidential Hotline
  https://secure.ethicspoint.com/domain/en/report_custom.asp?clientid=10745
  
  SPA Topics
  
• Introduction of Jeff Klein, SPA Accountant
• SPA organization by college/unit
• Indirect cost incentive program
• U.S. EPA audit
• Justification on cost transfers (CVs & retroactive personal actions)

• Introduce Jamy Rentschler - Budget Analyst - (515) 294-2859 jamyr@iastate.edu
• Modular Budgets (Excel File)
• Progress/Technical Reports
• OSPA Survey
• Updated Website - www.ospa.iastate.edu
• Liquid Office - https://grant001.ats.iastate.edu
  
  SPA Topics
  
• Revenue Codes for 4xx Accounts
• Rebudgeting Basics
• Web Requisitions- Changes to Fund Account Splits
• Participant Incentives for Human Subjects
• Recent Effort Certification Issues
• HHS OIG Pilot Audits
  
  
• OSPA & SPA Summer Hours 7:30-4

• Introduce Gary Gillet, Associate Director - Industry
• PI Eligibility - www.vpresearch.iastate.edu/docs/policies/pi_eligibility.html
• Notification/Communication process
• OSPA comprehensive review and evaluation of campus Proposal and Award process
• NIH Modular Budgets
• ESNAP - NIH electronic research administration
• Professional Development Opportunities:
  
  Big XII meeting in Lubbock, Texas, May 18-20, 2005
  For more information, www.ors.ttu.edu/Big_XII/index.htm
  
  SRA/NCURA Spring meeting in Chicago, May 1-4
  For more information, visit NCURA Meetings  (NCURA) or at SRA
  
  The following five items are in one PDF file [ SPA handout ] (PDF File, 5 pages)
  
  
• FY'05 - Scholarship Class Code Changes
• NSF Grant Policy Manual - Allowability of Meals and Coffee Breaks at Meetings
• 4xx Account Closing Procedures
• SPA Visits to Departments
• Follow-up - Use of Incentive Funds for PI's Salary
• Internal Audit Update

• Cost Share Overview and Annual Documentation Procedures
• Use of Discretionary (290) and Incentive (490) Funds
• Retroactive Personnel Actions and Related Tuition Cost Transfers
• Update: Intramural Expenditure Documentation Issues
  [ Hand out ] (PDF File, 3 pages)
  
  
• Compliance Approval - Proposals, Awards (New and Existing), Advanced Account Numbers
• Training - Fundamentals, Advanced e-GoldSheet
• Pre-Proposals
• PI Transfers -To/From ISU
• Gifts vs. Contracts
• Conflicts of Interest

• Post Award Departmental Responsibilities
• New Correction Voucher Forms and Discussion of Appropriate Justifications for Cost Transfers
• Transaction Codes
• Foundation Account Guidelines
• Disposal of Property Purchased with Federal Funds
• NSF Conference Grant Audit
• Internal Audit Update
• Allowability of Fees on Sponsored Program Accounts
  [ Handout ] (PDF File, x pages)
  
  
• Responsibilities of Proposal Submission - Before/After
• Upcoming Training Opportunities

• Indirect Cost Posting Exceptions
• Vacation Pay Outs
• New Class Code 387-00
• NIH Grants Policy Statement Changes
• New USDA Indirect Cost Rate
• New Tuition Policy
• FIFO
• Training
• Sending Final Copies of Proposals to OSPA
• Liquid Office update
• Big XII Sponsored Programs Conference

• 3% Surcharge by EH&S
• New Tuition Policy
• "Final" Proposals Sent to OSPA
• Big XII Sponsored Programs Conference
• Internal Audit Update, Program Income, Receipts in Excess of Budget Procedures
• Fly America Act (Al Brooks)

• Grant Coordinator Roles and Responsibilities
• Big XII meeting May 12-14, 2004 @ Embassy Suites in Des Moines
• Pre-Proposals
• Electronic Applications - Grants.gov
• Equipment Transfers
• Departmental Fiscal Responsibility
• Account Closeout
• Holiday Schedule - OSPA will be closed December 24, 2003 - January 2, 2004

• Sponsored Programs Accounting
  - Internal Audit Findings
  - PI Update Memo
  - SPA Approval for Equipment Items (> $5,000)
  - SPA Approval of retroactive Electronic Personnel Actions
  - Foundation Liaison and System Update
  - Departmental Statement Descriptions for Funds Received by SPA
  - Sponsored Programs Financial Report : Web Questionnaire
  
  
• Office of Sponsored Programs Administration
  - e-GoldSheet
  - Gifts vs. Grants
  - Big XII Conference, May 2004

"Tools for the Departmental Administrator"
"The National Council of University Research Administrators (NCURA) is offering a web seminar targeted for departmental administrators next Thursday, June 12, from 11:30 am to 1:00 pm (central time). The College of Engineering is hosting this seminar in the Alliant Energy Lee Liu Auditorium in Howe Hall. All grant coordinators are invited and encouraged to attend."

[ Handout ] (PDF File, 31 pages)