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Washington State University

Award Administration: Part 1A – BALANCES and Data Warehouse

This section of of award administration presents tricks, shortcuts and useful information about BALANCES and FACTS that are especially useful for grants management. Instructions for using reports available in BALANCES is included, as well as a segment on Data Warehouse and the various Corporate Documents especially designed for grants administration. The ultimate objective of the course is to demonstrate how to use BALANCES, FACTS and the Data Warehouse to minimize the need for a separate ancillary system.

Award Administration: Part 2 – Management of Grants

This course provides information on the following forms:

  • Sponsored Project Activity Request (SPAR)
  • Expense Transfer Request (ETR)
  • Self-sponsored Research/Conference account Request (Sideways Form)
  • Expense Assignment Actions (EAA, justification for retroactive transfers only)
  • Subcontract request form

Budgeting for Sponsored Projects

Please note, this course explores current processes that may change with the launch of Workday.

This course defines sponsored projects and explains how they differ from other activities. The focus of the class is the allowability of costs, with an emphasis placed upon the Uniform Guidance (UG) and direct costs vs. facilities and administrative costs. Also included are specific aspects of estimating costs, cost categories, types of budgets and opportunities to practice basic budget exercises.

Life Cycle of a Sponsored Project

This course features an overview of WSU’s grant process. It follows an award from submission to close-out, highlighting the roles and responsibilities of the principal investigator, the department administrator, the Office of Research Support and Operations and Sponsored Program Services. Definitions, resources, contacts and other helpful information are provided.

Proposal Submission, Review, and Acceptance

This workshop provides detailed information about the proposal submission process at Washington State University. Agency requests for proposals, application kits and physical requirements of the proposal are explained. Internal policies and procedures of the Office of Research Support and Operations are also described, along with a detailed discussion of the REX form and its critical elements. Information regarding award review and acceptance is also included.

Research Administration Introduction & Update

This course provides an update into new and emerging issues related to award processing and management at WSU. It is intended for those new to research administration as well as those needing to brush up on emerging issues. Topics include new forms and availability of online entry and processing, information on improved databases and workflow processing, and policy and procedure updates. Also to be discussed, related to PI and administrative responsibilities, current issues in audits and accountability related to those responsibilities.

No materials to download.

Understanding Facilities and Administration Costs

This course provides insight into the purpose and use of facilities and administrative costs charged to sponsored projects. It addresses the importance of collecting those costs and WSU’s policy on exceptions to sponsors. Additionally, how WSU’s rate was derived, how it is distributed back to areas, and the options that areas have once they receive distributions are described.