Sponsored Program Services

1. Sponsored Program Services Pre-award Services • Research Development • Proposal Preparation • Faculty & Administrative Training Post-award Services • Award Set‐up • Award Management ‐ General • Award Management – Financial

2. Sponsored Program Services Proposal Preparation (Pre-award) • Identify funding opportunities • Solicitation Review • Budget/budget justification preparation support • Cost share liaison • Subcontract liaison, risk assessment • Research Office liaison • UD grants system/other systems update • Other proposal requirements support, e.g., C&P, letters of support • Letter of Intent preparation (where applicable) • Subcontracting Plan preparation (if needed) • PI set‐up liaison: PI eligibility, system profiles

3. Sponsored Program Services Award Set‐up (Post-award) • Research Office Liaison • Pre‐award purpose code set‐up (if applicable) • Award Terms & Conditions review • Prior approvals from sponsor • Sub-award monitoring plan • Reporting requirements review/set‐up

4. Sponsored Program Services Award Management ‐ General • Budget Revision support • No‐cost extension support • Ad hoc analyses support • Sponsor ad hoc requests support • Quarterly reporting support (upload to sponsor websites) • Subcontracting Plan reporting (as needed) • Technology Control Plan coordination (as needed)

5. Sponsored Program Services Award Management – Financial • Transaction review for allowability and allocability • Monthly financial report preparation • Monthly account status review with faculty (or as needed) • Grad/post‐doc funding review and LAM allocation updates • Cost sharing tracking (as needed) • Subcontract expense tracking (as needed) • Fabrication tracking/capitalization • PI summer salary planning support and periodic review (as needed) • Effort certification review (three times/year)

6. Sponsored Program Services Award Close‐out • After‐end‐date documentation support • Allowability documentation support • Liaison with PI for final technical report/IP issues • Cost share documentation support • Equipment inventory support

7. Sponsored Program Services First steps to getting started in research: • Conflict of Interest: COI is a web form which now reflects new NIH requirements effective August 24, 2012. As defined by regulation, PI’s must complete training prior to engaging in funded research. (Video prompt) • Keywords: HR Employee Demographic Data (EDD) web form, keywords are required in PS to create a proposal • Mandatory Training Video: Basic Principles of Responsible Conduct in Research • PI Eligibility: flag has been set in the financial system • Third party system profiles will be set-up as needed such as Fastlane, eRA Commons, CAYUSE, etc.

8. Handy Links for Sponsored Programs • UD Research Office: www.udel.edu/research • UDataGlance: project portal https://udapps2.mis.udel.edu/udataglance • COS Pivot: for locating funding opportunities http://pivot.cos.com/home/index • Effort Policy: “To comply with the federal Office of Management and Budget (OMB) Circular A-21 requirements for effort reporting.” http://www.udel.edu/ExecVP/policies/research/6-05.html • Faculty Handbook: Faculty Compensation from Sponsored Research http://www.udel.edu/provost/fachb/IV-A-14-addpayments.html • Mandatory Video: Basic Principles of Responsible Conduct in Research https://docs.google.com/a/udel.edu/spreadsheet/viewform?formkey=dDBjMFNPWi1jV1gwUkJReEp0WGdaQVE6MQ • COI Policy: http://www.udel.edu/ExecVP/policies/research/6-11.html