Grant Coordinator Archive

PLEASE NOTE:  THIS ARCHIVE IS PROVIDED FOR YOUR REFERENCE BUT NOT ALL INFORMATION AVAILABLE MAY BE UP-TO-DATE.  PLEASE CHECK WITH OSPA OR SPA TO CONFIRM THE INFORMATION PROVIDED IS STILL ACCURATE.  OLDER MATERIALS MAY BE OUT OF DATE.

Thursday Sep 26, 2024

  • Meeting Agenda:(.pdf)
  • 2 CFR 200 Uniform Guidance Revisions:(.pdf)
  • Initiator Instructions for Creating and Routing an Updated PD:(.pdf)
  • Budget Changes and Revised Budget Procedures for Campus:(.pdf)

 

Thursday May 16, 2024

  • Meeting Agenda:(.pdf)

 

Thursday Feb 15, 2024

  • Meeting Agenda:(.pdf)
  • Incentive Program Eligibility:(.pdf)
  • PI Eligibility:(.pdf)
  • Streamlyne Quick Proposal Overview:(.pdf)
  • Streamlyne Quick Proposal - Quick Start Guide:(.pdf)
  • Streamlyne Quick Proposal Manual:(.pdf)
  • Streamlyne Tip Sheet Entering Sub Budgets:(.pdf)

 

Thursday Nov 30, 2023

  • Meeting Agenda:(.pdf)
  • SPA Topic Advanced Grant Worktags:(.pdf)
  • Budget Changes and Revised Budget Processes For Campus:(.pdf)

 

Thursday September 21, 2023

  • Meeting Agenda:(.pdf)
  • Final Review SL entries Tip Sheet 8.16.23:(.pdf)
  • Initial Review SL entries Tip Sheet 8.16.2023:(.pdf)
  • OSPA 2023 Training Calendar:(.docx)
  • Sept 2023 Mandatory Fees Offset for Grad Assts - FINAL:(.pdf)
  • Sept 2023 Participant Support Cost Guidance 2-7-2020:(.pdf)
  • Sept 2023 Revised GoldSheet Process - Final 9-20-23:(.pdf)
  • Sept 2023 Revised PD Process - Final 9-20-23:(.pdf)
  • Sept 2023 Streamlyne Tip Sheets for GC Meeting 9-21-23:(.pdf)

 

Thursday May 18, 2023

  • Meeting Agenda:(.pdf)
  • Contacts for Streamlyne Questions:(.pdf)
  • GoldSheet - Streamlyne Cutover Calendar:(.pdf)
  • State Agency Mergers and Changes:(.pdf)

 

Thursday February 16, 2023

  • Meeting Agenda:(.pdf)
  • NIH Just-In-Time (JIT) Other Support Signature:(.pdf)
  • Principal Investigator Eligibility Guidelines:(.pdf)
  • Tips for Marking Proposals Proprietary:(.pdf)

 

Thursday November 17, 2022

  • Meeting Agenda:(.pdf)
  • Deadline for Requesting Changes to Finance Cost Centers and BusinessUnit Organizations:(.pdf)
  • NIH Changes to Forms:(.pdf)
  • FY23 OSPA Training Offerings:(.pdf)

 

Thursday September 15, 2022

  • Meeting Agenda:(.pdf)
  • Departing PI Process:(.pdf)
  • Updated ISU Policy on Cost Share for Sponsored Programs:(.pdf)
  • Cost Share Support Request Form Instructions – Effective 10-1-22:(.pdf)

 

Thursday May 19, 2022

  • Meeting Agenda:(.pdf)
  • Award Group Guidelines. (.pdf)
  • Budgeting for USDA proposals requiring TFFA. (.pdf)
  • PI and Co-PI Transfers and Departures from ISU. (.pdf)

 

Thursday February 17, 2022

  • Meeting Agenda:(.pdf)
  • Advanced Grant Worktag Request form update. (.pdf)
  • Common GoldSheet Errors. (.pdf)
  • Incentive-Contribution-RRC Distribution for Supplements and Continuations. (.pdf)
  • Preparing Industry Budgets. (.pdf)
  • USDA ARS Affiliates – VPR Policy 2-3-22 FINAL. (.pdf)

 

Thursday November 18, 2021

  • Meeting Agenda:(.docx)
  • Nov 21 NIH Forms G Rev 3. (.docx)
  • Nov 21 OSPA Federal Agency Resource Assignments. (.docx)
  • Updated Financial Reorganization Timeline Memo. (.pdf)

 

Thursday September 23, 2021

  • Meeting Agenda:(.docx)
  • Meeting Handout. (.pdf)

 

Thursday February 20, 2020, Gallery Room, Memorial Union

  • Meeting Agenda:(.pdf)
  • Feb 2020 PI Departure Questionnaire handout. (.pdf)
  • Feb 2020 Secondary Award Line handout. (.pdf)

 

Thursday November 21, 2019, Gallery Room, Memorial Union

  • Meeting Agenda:(.pdf)
  • Acronyms Commonly Used in Sponsored Programs Administration. (.pdf)


Thursday, September 19, 2019, Gallery Room, Memorial Union

  • Meeting Agenda:(.pdf)
  • Graduate Assistant Appointments and Stipends in Fiscal Year 2020. (.pdf)
  • Procedures for Deleting GoldSheets in Your Liquid Office Inbox. (.pdf)
  • (Liquid Office) GoldSheet Work Queue Change Request Form. (Quick Links)
  • SPECS. (.pdf)
  • SPECS/Upcoming Training Offerings. (.xlsx)
  • Award Processing by OSPA and SPA. (.pdf)
     

Thursday May 16, 2019, Gallery Room, Memorial Union

  • Meeting Agenda:(.pdf)
  • F&A Calculator - USDA TFFA vs Negotiated Rate. (.xlsx)
  • Unit Administrator Change Request. (.pdf)
  • Updated Guidelines for NIH Modular Budgets. (.pdf)
  • Determination of Rates - Third Party Cash Cost Share. (.pdf)
     

Thursday Febuary 21, 2019, Gallery Room, Memorial Union

  • Meeting Agenda:(.pdf)
  • OUC Independent Contractor or Employee. (.pdf)
  • Deletion of GS Form Copies. (.pdf)
  • For-Profit Entities as Subrecipients. (.pdf)
  • Workday Training Update. (.pdf)


Thursday November 15, 2018, Gallery Room, Memorial Union

  • Meeting Agenda:(.pdf)
  • Effort Certification in Workday. (.pdf)
  • SPECS 2019 Announcement. (.pdf)
  • OSPA One-Pager. (.pdf)


Thursday Sept 20, 2018 Grant Coordinator Meeting Handouts

  • Meeting Agenda:(.pdf)
  • USDA ARS Affiliates - VPR Policy. (.pdf)
  • ISU Policy on Cost Share for Sponsored Programs. (.pdf)
  • PI Eligibility for Various Position Classifications:(.pdf)
  • On-Campus vs. Off-Campus Decision Tree.(.pdf)
  • SAMPLE - USDA IFR. (.pdf)
  • OVPR Researcher Success Program Schedule with Calendar.(.pdf)
     

Thursday May 17, 2018 Grant Coordinator Meeting Handouts

  • Meeting Agenda:(.pdf)
  • Activity Types and Associated F&A Rates:(.pdf)
  • Updated Updated GoldSheet Flowcharts:(.pdf)
  • Updated Updated GoldSheet Process Instructions:(.pdf)
  • NIH RPPR to Awards Team:(.pdf)
  • USDA REEport Financial Reports (not auditable):(.pdf)
  • Departure of PI from ISU:(.pdf)
  • Industry Funded Specialty Agreements:(.pdf)

February 15, 2018 Grant Coordinator Meeting Handouts

  • Meeting Agenda:(.pdf)
  • Record Retention for Sponsored Programs Unfunded Proposals:(.pdf)
  • Updated Subaward Process for COI Companies:(.docx)
  • Third Party Cost Share Documentation:(.pdf)
  • Changes to Child Accounts – Post Award Actions:(.pdf)
  • UIDP Webinar Series: Researcher’s Guidebook:(.docx)
     

November 16, 2017 Grant Coordinator Meeting Handouts

  • Meeting Agenda:(.docx)
  • Rebudget Process:(.pdf)
  • Post-Award Admin Changes Revised GoldSheet Process:(.pdf)
  • Post-Award Admin Changes Revised GoldSheet Flowchart:(.pdf)
  • Preliminary Proposal Submission Procedures:(.pdf)
  • Electronic Research Update:(.pdf)

September 14, 2017 Grant Coordinator Meeting Handouts

  • Meeting Agenda:(.docx)
  • NIH Single IRB Review Policy:(.pdf)
  • Uniform Guidance (UG) – Updated Frequently Asked Questions (FAQ):(.pdf)
  • OSPA Pre‐Award Team Unit Assignments:(.pdf)
  • OSPA – Grants Hub Pre-Award Training Opportunities:(.pdf)
  • Revised Application of F&A Cost Rate Agreement:(.pdf)
  • New F&A Rates for Industry Specialty Agreements:(.pdf)
  • Final Fee for Service Guidelines:(.pdf)

May 18, 2017 Grant Coordinator Meeting Handouts

  • Meeting Agenda:(.docx)
  • Commons GoldSheet Errors:(.pdf)
  • KC Award Notice Email - Various Account Example:(.pdf)
  • Revised Fee for Service Guidelines:(.pdf)
  • RTCs Implementation Slides:(.pdf)
  • OIPTT Industry Collaboration Tip Sheets (link)

    February 16, 2017 Grant Coordinator Meeting Handouts

    • Meeting Agenda:(.docx)
    • KC Award Viewer Manual:(.pdf)
    • On-campus or Off-campus F&A Rate Determination:(.xls)
    • Simplified Application of Next F&A Rate Agreement:(.docx)
    • Best Practices for Managing Cost Share:(.pdf)
    • Subaward Invoice Checklist:(.pdf)

    November 17, 2016 Grant Coordinator Meeting Handouts

    • Meeting Agenda:(.docx)
    • NSF Salary Rebudget Request Form:(.xlsx)

    September 15, 2016 Grant Coordinator Meeting Handouts

    • Meeting Agenda:(.docx)
    • Office of Internal Audit Presentation:(.pdf)
    • OSPA Information Sheet - Contacts:(.docx)
    • FDP Pilot - Expanded Clearinghouse:(.docx)
    • USDA ezFedGrants:(.docx)
    • Negotiation Summary Report - Example:(.pdf)
    • OIPTT Team Nondetailed Portfolio Assignments:(.docx)

    May 19, 2016 Grant Coordinator Meeting Handouts

    • Meeting Agenda:(.docx)
    • SPA-PI Review of Subrecipient Invoices for May 2016 GC handout:(.docx)
    • Cayuse Tips & Trick:(.pdf)
    • Federal Information Security Management Act (FISMA):(.docx)
    • ISU Policy on Cost Share for Sponsored Programs:(.pdf)
    • Subrecipient vs. Consultant-Contractor-Vendor:(.docx)
    • Updating GoldSheet Prior to Award:(.docx)
    • Pre-Award Updated GoldSheet flowchart:(.pdf)

    February 18, 2016 Grant Coordinator Meeting Handouts

    • Meeting Agenda:(.docx)
    • SPA Handout:(.docx)
    • Febr 2016 Updating Goldsheet Prior to Award - Change in Process:(.docx)
    • Febr 2016 Pre-Award Updated GoldSheet Flowchart:(.pdf)
    • Febr 2016 State of Iowa Appropriations Treated As Sponsored Funding Proc...:(.docx)
    • Febr 2016 Regents Innovation Funds - Award Process:(.docx)
    • Febr 2016 PI Departure Form OSPA-SPA-OIPTT:(.docx)
    • Feb 2016 OSPA Overview One Page:(.pdf)
    • Feb 2016 Modification to GoldSheet Routing Approvals:(.docx)
    • Feb 2016 IDC Waiver Request Form:(.pdf)
    • Code of Business and Fiduciary Conduct:(.pdf)

    November 19, 2015 Meeting Agenda, OIPTT Handout, SPA Handout, OSPA Handouts

    • Meeting Agenda:(.docx)
    • Notable NSF PAPPG GPG Changes:(.pdf)
    • UG Costing Policy - Final 11-18-15:(.pdf)
    • UG - PI Costing Guide - Final 11-18-15:(.pdf)
    • A-UG Prior Approvals - 11-19-15:(.docx)
    • Intellectual Property Management Plan template:(.docx)

    September 17, 2015 Meeting Agenda, OIPTT Handout, SPA Handout, OSPA Handouts

    • Meeting Agenda:(.docx)
    • GrantsHub Overview:(.pdf)
    • SPA Handout:(.docx)
    • SPA Hazardous Materials Charges:(.docx)
    • A-21 Costing Policy Update 9-8-15 FINAL:(.doc)
    • Participant Support Costs - ISU Guidance:(.docx)
    • PI Transfer Process:(.docx)
    • F&A Waiver:(.docx)
    • Subrecipient Forms Update handout:(.pdf)
    • Subrecipient Monitoring Guide for Principal Investigators:(.pdf)
    • Uniform Guidance and Indirect Cost Rates:(.docx)
    • NSF Budget Justification Notes:(.docx)
    • OIPTT-Industry Contracts Team Assignment List:(.pdf)
    • OIPTT-One Page for Brochure:(.pdf)
    • Iowa State University Research Foundation, Incweb:(.pdf)
    • Export Control Slides:(.pdf)
    • Is My Work at ISU Subject to Export Controls:(.docx)

    May 21, 2015 Meeting Agenda, OIPTT Handout, SPA Handout, OSPA Handouts

    • Meeting Agenda:(.docx)
    • OIPTT-Flexible Solutions:(.pdf)
    • SPA Handout:(.docx)
    • NSF compliance checks:(.pdf)

    February 19, 2015 Meeting Agenda, OIPTT Handout, SPA Handout, OSPA Handouts

    • Meeting Agenda:(.docx)
    • Donna Johns GC Presentation:(.pdf)
    • Donna Johns Handout-Prepared for ISU Faculty:(.docx)
    • OIPTT-Flexible Solutions:(.docx)
    • SPA Handout:(.docx)
    • SPA-Account Expiration Feature in KFS:(.docx)
    • OSPA Handout:(.docx)
    • OSPAdatasheet Handout:(.docx)
    • Child Account Budget Form (Link)
    • Pre-Award Updated GoldSheet Flowchart:(.pdf)
    • Pre-Award Updated GoldSheet Process:(.pdf)
    • Post-Award Admin Changes Revised GoldSheet Flowchart:(.pdf)
    • Post-Award Admin Changes Revised GoldSheet Process:(.pdf)

    November 20, 2014 Meeting Agenda, OIPTT Handout, SPA Handout, OSPA Handouts

    • Meeting Agenda:(.docx)
    • Flexible Solutions:(.docx)
    • SPA Handout:(.docx)
    • OSPA Pre-Award –  Who We Are and What We Do:(.pdf)
    • Searching for Funding Opportunities in Cayuse:(.pdf)
    • OSPA Awards Team and Industry Contracts Team – What We Do:(.pdf)
    • OSPA Awards Handout:(.pdf)
    • Sub-Recipient Request Form Refresher:(.pptx)

    September 18, 2014 Meeting Agenda, ISU Foundation Handouts, SPA Handouts, OSPA Handouts

    • Meeting Agenda:(.docx)
    • New Cardinal Sheet:(.pdf)
    • Cardinal Sheet Overview and Instructions:(.pdf)
    • Purpose on Gold Sheet / Higher Education Function Code (HEFC) on Account:(.docx)
    • Uniform Guidance Update:(.docx)
    • OSPA Pre-Award Notes:(.docx)
    • Financial Processing Entry Results:(.pdf)
    • General Error Correction (GEC) Handout:(.pdf)
    • SPA Handout:(.pdf)

    May 14, 2014 Meeting Agenda, SPA Handout, OSPA Handouts

    • Meeting Agenda:(.docx)
    • SPA Handout:(.docx)
    • Process change for Iowa Energy Center and Leopold Center grants Handout:(.docx)
    • OSPA Pre-Award Handout:(.docx)

    March 5, 2014 Meeting Agenda, SPA Handout, Hospitality Expenses Handout, Contracting/Signature Authority Presentation, OSPA Pre-Award Handout

    • Meeting Agenda:(.docx)
    • SPA Handout:(.docx)
    • Hospitality Expenses Handout:(.docx)
    • Contracting/Signature Authority Presentation:(.pdf)
    • OSPA Pre-Award Handout:(.docx)

    November 21, 2013 Meeting Agenda, SPA Handouts, OSPA Handout

    September 12, 2013 Meeting Agenda, SPA Handout and eData & KFS FAQ

    May 15, 2013 Meeting Agenda and SPA Handout

    March 6, 2013 Meeting Agenda, SPA and OSPA Handouts

    • Meeting Agenda: (.docx)
    • SPA Handout: (.docx)
    • OSPA Handout: (.docx)
    • Field Trial Guidance: (.docx)
    • Definitions of F&A Rate Types: (.docx)
    • Field Trial Account Type Checklist: (.xlsx)
    • NIH Public Access Policy: (.docx)
    • NIH RPPR Training Grantee Webinar: (.pdf)
    • OSPA Award Team Responsibilities: (.pdf)
    • Project Report Fact Sheet: (.pdf)
    • Project Reports on Research: (.pdf)
    • Recent Modifications to the OSPA GoldSheet: (.docx)

    November 15, 2012 Meeting Agenda, SPA and OSPA Handouts

    • Meeting Agenda: (.docx)
    • SPA Handout: (.docx)
    • OSPA Handout: (.doc)
    • Purchasing Slides: (.pdf)

    September 13, 2012 Meeting Agenda, SPA and OSPA  Handouts

    • Meeting Agenda: (.doc)
    • SPA Handout: (.doc)
    • FISMA Handout: (.doc)
    • OSPA Handout: (.doc)

    May 17, 2012 Meeting Agenda, OSPA, SPA & Guest Handouts

    • Meeting Agenda: (.pdf)
    • OSPA Handout: (.pdf)
    • SPA Handout: (.pdf)
    • Brenda Behling (Effort Reporting and Certification, Summer Salaries for B-Base): (.pdf)
    • Bill Cahill (VO Document Searches by Vendor Name): (.pdf)
    • Brooke Langlitz (Conflict of Interest): (.pdf)

    February 16, 2012 Meeting Agenda, OSPA & SPA Handouts

    • Meeting Agenda: (.pdf)
    • OSPA Handout: (.pdf)
    • SPA Handout: (.doc)

    November 17, 2011 Meeting Agenda, OSPA & SPA Handouts

    • Meeting Agenda: (.docx)
    • OSPA Handout: (.pdf)
    • SPA Handout: (.pdf)

    September 15, 2011 Meeting Agenda, OSPA & SPA Handouts

    • Meeting Agenda: (.docx)
    • Rebudget Handout: (.pdf)
    • SPA Handout: (.pdf)

    May 19, 2011 Meeting Agenda, OSPA & SPA Handouts

    • May 19, 2011 Meeting Agenda (pdf)
    • May 19, 2011Spousal Conflicts of Intererest: Managing Conflicts: When Spouses Write Grants Together (pdf)
    • May 19, 2011 SPA Handout (pdf)

     February 17, 2011 Meeting Agenda & SPA Handouts 

    November 18, 2010 Meeting Agenda (pdf) & SPA Handouts (doc)

    • November 18, 2010 Meeting Agenda (pdf)
    • SPA DRAFT Effort Reporting and Certification Policy (pdf)
    • SPA DRAFT 10/26/10 Effort Reporting and Certification Requirements EASE Forms (pdf)

     September 16, 2010 Meeting Agenda (pdf) & SPA Handouts (PDF) & OSPA Handouts:

     OSPA

    • OSPA: Proposal Team Updates
    • Single-counted Grantsmanship Report
    • No Cost Extension requests and ARRA update
    • Liquid Office Update
    • USDA, NIH and NSF updates
    • FFATA

    SPA

    • Award Requirements for Expenditure Documentation
    • LOST (Lessons of Selected Transgressions) – Episode 1

    May 20, 2010 Meeting Agenda (pdf) & OSPA Handout (pdf) & SPA Handout (PDF) 

    OSPA

    • Updates: Liquid Office & OSPA Website
    • RACC-led Study Session 9/13/10
    • OSPA Proposal Team Updates & Reminders

    SPA

    • Distinctions in Funding Increments
    • Error Correction of Payroll Benefits
    • Allowability of ISSO Fee for Processing Foreign Visas
    • Unused Airfare Credits
    • On-line Deposits into 497 Accounts
    • Section-Project Changes on Purchase Orders
    • Sick Leave Retirement Payout
    • Tuition Charged to Federal Sourced Awards
    February 18, 2010 Meeting Agenda (pdf), SPA Handout (pdf)

    OSPA

    • Liquid Office Update
    • OSPA Proposal Team Updates
    • OSPA Industry Team Updates
    • Sponsor Updates
    • SPECS and other training opportunities

    SPA

    • Fly America Act Requirements for Federal Funds
    • Potential Issues from Departmental Review – Fiscal Compliance Initiative
    • Account Closeout - Departmental Procedures
    • Cost Share - Annual Documentation Time
    • NACUBO Expense Codes for Accounts
    • Miscellaneous Items:
    • On-line Financial Information and e-Reports for PIs
    • Comment on FY11 Salary Policy
    December 3, 2009 Handouts (pdf) & Meeting Agenda (doc)
    •  New OSPA Staff
    • Awards Team Changes
    • Proposal and Goldsheet Update
    • NIH Proposal Changes
    • New NSF RCR Requirement
    • Draft B-Base Salary Guidelines

    Sponsored Programs Accounting

    • Iowa Energy Center - Tuition Policy and Other Terms
    • Sponsored Programs Financial Reports
    • Access to WEB FM for PIs
    • CF Actions- Funding Source Changes - Request from Payroll Office
    • Use of PI incentive Accounts
    • Open Skies Exceptions to Fly America Act
    October 10, 2009 Handouts (pdf) & Meeting Agenda (doc)

    • IRB Approval of Research Using Survey Procedures

    • Computer Purchases on Federal Funding
    • U.S. Dept of Justice Financial Review Update
    • NIH Kirschstein NRSA Awards
    • E-Verify
    May 21, 2009 SPA Handout (doc)
    • Subrecipient Monitoring
    • Final Invoices From Subawardees
    • Isu Sponsored Programs Costing Policy
    • Review Of Office Supply Purchases On Federal Accounts
    • Arra (Recovery Act) Reporting Requirements
    • MISCELLANEOUS & WebFM Updates

    Thursday, February 19, 2009, South Ballroom, Memorial Union [Download Agenda] (PDF, 1 page)

    SPA (handout all-in-one file) (PDF, 7 pages)
    • Letters of Intent (LOIs) and Vacation Payouts (Brenda Behling, Vicki Brubaker, and Becky)
    • Invention Disclosure to ISURF (Donna Johns)
    • Review of SP Financial Reports for Subcontracts (Jeanne)
    • Yale University - Department Justice $7.6M Settlement (Troy)
    • WebFM Sponsored Programs Training (Troy)
    • WebFM- RMM IDC Summary Screens
    • ISU Implementation of 1/5/09 NSF Terms for PI Salary
    • Miscellaneous:
      • E-reports Update
      • Intramural Pre-Billing
    SPA & OSPA
    OSPA (handout all-in-one file) (PDF, 1 page)
    • Pre-Award Updates (Suzanne)
    • OSPA Personnel Changes & Opportunities (Joanne)

    Thursday, December 4, 2008, South Ballroom, Memorial Union [Download Agenda] (PDF, 1 page)

    SPA
    • Advances - Types and Procedures (Bill Cahill and Becky)
    • Graduate Student Fellowships (Becky)
    • Departmental Reviews - Fiscal Compliance Initiative (Jeanne)
    • NSF - Revisions to PI/Senior Project Personnel Salary Policy (Becky)
    • Direct Costing - Proportional Benefit Rule
    • WebFM/Account Title System Updates
    • E-reports in AccessPlus - Demo and Survey
    SPA & OSPA
    • SPECS 2009 (Joanne and Troy)
    • KUALI Coeus Update (Joanne, Marva, Jeff)
    OSPA (handout all-in-one file) (PDF, 14 pages)
    • E-Verify (Joanne)
    • Proposal Updates (Suzanne)

    Thursday, September 18, 2008, Pioneer Room, Memorial Union [Download Agenda] (PDF, 1 page)

    OSPA
    SPA (handout all-in-one file) (PDF, 7 pages)
    • Introduce New SPA Accountant, Jamy Rentschler
    • Advanced Accounts (Troy)
    • Reduction of Effort by Key Personnel (Troy)
    • Federal Equipment - Restricted and On Loan (Jeff)
    • US Dept. of Justice Financial Review (Jeanne)
    • Post Doc Benefits (Becky)
    • Admin Accounts vs. Sub Accounts (Becky)
    • Main Accounts vs. Control Accounts (Becky)
    • Incentive and Residual Funds (Becky)

    Thursday, May 15, 2008, Gallery, Memorial Union [Download Agenda] (PDF, 1 page)

    OSPA
    • RMM IDC Distribution
    • NSF Allowability for Meetings & Conferences
    • Cost Transfers
    • Advances
    • Fiscal Compliance Update

    Tuesday, February 19, 2008, Pioneer Room, Memorial Union [Download Agenda] (PDF, 1 page)

    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
      • GoldSheet (Jamy)
      • Supplemental Budget (Tammy)
      • Advanced Account Request (Tammy)
    • RMM (Budget Model) FY09 IDC Distribution
      • General Info
      • WebFM Screen
    • Retroactive Personnel Actions - Cost Transfers

    Thursday, November 15, 2007, 1131 National Swine Research Information Center [Download Agenda] (PDF, 1 page)

    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

    Tuesday, September 25, 2007, Campanile Room - Memorial Union [Download Agenda] (PDF, 1 page)

    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)

    Thursday, May 10, 2007, Gallery - Memorial Union [Download Agenda] (PDF, 1 page)

    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]

    Thursday, February 15, 2007, Gallery- Memorial Union [ Download Agenda ] (PDF, 1 page)

    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

    Thursday, November 16, 2006, 1:15 - 3:00 p.m.; Great Hall - Memorial Union [ Download Agenda ] (PDF, 1 page)

    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
    • 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

    September 28, 2006, 1:15 - 3:00 p.m. Gallery MU. [ Download Agenda ] (PDF, 1 page)

    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

    May 18, 2006, 1:00 - 3:00 p.m. Gallery MU. [ Download Agenda ] (PDF, 1 page)

    OSPA
    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

    February 23, 2006, 1:15 - 3:00 p.m. Gallery MU. [ Download Agenda ] (PDF, 1 page)

    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

    November 17, 2005, 1:15 - 3:00 p.m. Pioneer Room MU. [ Download Agenda ] (PDF, 1 page)

    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

    September 22, 2005 [ Download Agenda ] (PDF, 1 page)

    • 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)

    May 12, 2005 [ Download Agenda ] (PDF, 1 page)

    • 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

    February 17, 2005

    • 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:
    • 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

    November 11, 2004

    • 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

    September 22, 2004

    • 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

    May 19, 2004

    • 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

    February 19, 2004

    November 20, 2003

    September 18, 2003

    June 12, 2003

    "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)