Research Administration Training

A Grant Management Workshop was held on February 22, 2013. The overview answered common questions and offered helpful hints regarding proposal submissions, grant management, purchasing and travel.

This information was targeted towards New PI's, Research Faculty interested in pursuing more funding, Experienced PI's new to UMD, Project Managers and Graduate Students interested in learning more about the department processes.

Grant Proposals, presented by Suzanne Bach

Includes a description of the UMD Routing process, proposal timeline, description of required documents. This includes an explanation of budget categories and the level of detail required in budget justifications- and the necessity for use of most current geog budget templates. Special situations are also covered (cost-share, IRB, Export control, and reduced indirect costs). Roles and responsibilities are outlined for PI's, Research Coordinators, BSOS and ORA.

Grant Management, presented by Lydia Prentiss

Includes grant management topics from award through close-out including sponsor and university specific methods of communication and documentation. Topics covered include managing a subcontract, budgets and rebudgets, interpreting financial reports, changing salary distribution and validating through effort reports, and reporting requirements. Keys to success are outlined including reviewing financial reports, monitoring dates, improved communication and designating project managers when needed. 

Travel and Procurement, presented by Shannon Bobbitt

Travel topics include instructions and description of the university and departmental proceedures regarding travel and purchasing. This includes the Travel Authorization Request (TAR), working with the Smart Center, submitting your expense reimbursement, and common mistakes and solutions regarding the travel process.

The procurement section includes an explanation of the procurement form proceedures including requests and approvals. Situations are described including purchases with the departmental credit card, small purchase orders, and large purchases (over $5,000) which must be made through the Procurement Department. Restrictions for use of the procurement card and the proper use of A21 funds are also described.