Research Administration at a Glance Tammy Fetterolf – Grants & Contracts Manager College of Education…

Research Administration at a Glance

Tammy Fetterolf – tbb2@psu.edu

Grants & Contracts Manager

College of Education

Fall 2015

Today’s Presentation1. Planning Your Application (funding searches, utilizing sponsor websites, connecting with program officers)

2. Preparing Your Proposal

3. Managing Your Grant Award

Commonly used acronyms:PI: Principal Investigator (Project Director)RA: Research AdministratorPO: Program Officer (Program Contact)RFP: Request for Proposal

Planning Your Application

Funding Searches◦ Grants.gov http://www.grants.gov/web/grants/home.html◦ Pivot (subscription ends 12/31/15) https://pivot.cos.com/session/login

◦ https://www.youtube.com/user/ProQuestPivot◦ SciVal Funding http://www.funding.scival.com/home

Agency Websites ◦ Examples: Institute of Education Sciences and National Science Foundation

◦ http://ies.ed.gov/funding/◦ http://www.nsf.gov/funding/

◦ Funding Opportunities (lists current competitions)◦ Subscribe to e-mail alerts or RSS Feeds◦ Sign up for webinars and other training opportunities

Contact a Program Officer◦ Program Officers welcome such contacts◦ Most PO’s are former academics and enjoy opportunities to reconnect with

their academic counterparts◦ Talking over fresh ideas is a pleasant way to keep up with the field and track

future directions

Preparing Your ProposalContact your College Research Office Well in Advance

Review and Understand RFP and Program Guidelines

Prepare a Detailed Budget and Budget Justification

Complete all Other Required Proposal Documents◦ Cover Page◦ Abstract◦ Project Narrative◦ Human Subjects Information◦ Biographical Sketches◦ Current & Pending Support◦ Data Management Plan◦ Facilities and Other Resources◦ Appendices or Other Supplementary Documentation (LOC, etc.)

Contact Your College Research Office Well in Advance

Contact Your College Research Office (continued)

Review and Understand RFP and Program Guidelines

Read and re-read

Both research administrator and project director discuss

Compare our interpretations

Create checklists

Tune in to webinar, if applicable, for further clarification

Program Contact

Prepare a Detailed Budget and Budget Justification

Costs must be allowable, allocable, reasonable, and necessary

PSU Cost Proposal System for RAs to assist PIs

RFP provides specific budget guidance

Budget (continued) Example of specific budget instructions from IES RFP:

Complete all other required proposal documents◦ Cover Page◦ Abstract◦ Project Narrative◦ Human Subjects Information◦ Biographical Sketches◦ Current & Pending Support◦ Data Management Plan◦ Facilities and Resources◦ Appendices or Other Supplementary Documentation

(Letters of Commitment, etc.)

Managing Your Grant Award How the Award Process Works

What to Expect During the Performance Period

Close-Out

Award ProcessOffice of Sponsored Programs (OSP)

• Reviews• Award

Summary• Distribute to

CRO, PI, and RA

College Research Office

• Requests Account No.

• Sets up Budget

• Reviews T&Cs and Prepares Summary Sheets

Research Accounting

• Rates• Invoicing• Financial

Reports

Performance Period Assistance from Program Officer

Assistance from College-Level and Department-Level RAs

Routinely Monitor Account – MyResearch Portal

Annual Performance Reports

Significant Changes to Project

Closeout Award Ends – PI/Department discontinue spending

Final Financial Report Due

Final Performance Report Due

Questions?