Post-Award Intensive (November 6 - 15, 2023)

Program Description 

This interactive training program will enable participants better “to play by the rules” by expanding basic understanding of sponsored programs post award requirements.  It will provide an overview of key regulations such as 2 CFR 200, as well as examples of best practices in meeting requirements. By providing a hands-on approach to understanding sponsors’ solicitations, proposal guidelines and award conditions, you will be aware of their impact on budget planning, development, review, and monitoring.  This intensive training will encourage exploration of the research administrator's role at their institution and at others. Discussion and exercises will include topics such as methodologies for assessing costs and concerns associated with personnel effort, consultants, equipment, supplies, travel, subcontracts, total direct cost, program income, indirect costs, and cost sharing. 

Course Details

This program covers the post-award financial processes, including purchasing, payroll, forecasting, cost transfers, Internal billing processes, Service Centers, F&A, and fringe. We will cover managing non-federal grant/contract funds (including clinical trials), Audit, and key compliance requirements.

Online Classroom:
  • Intensive sessions will be held via Zoom.
  • You will receive login details and instructions on accessing the online classroom environment upon enrollment.
Connect Pages:
  • Access to Connect Pages will be provided upon enrollment in the course.
  • Connect Pages serve as the central hub for meeting recordings and communication.
CEU Credits:
  • This course is eligible for 12 Continuing Education Units (CEU) credits.
  • Participants who successfully complete the course and meet the evaluation criteria will receive a certificate of completion along with documentation of the earned CEU credits.
  • Participants will have access to 5 additional hours of Webinars related to the intensive training.

Learning Objectives

  • Facilitate identification and comprehension of the framework of compliance with federal sponsored programs (a.k.a. the rules)
  • Provide a comprehensive life cycle navigation of federal awards, from solicitation through closeout; discuss particularly how these touch points impact post award administration.
  • Gain understanding of areas of risk.
  • Obtain in-depth knowledge of cost compliance expectations and other key post award areas.
  • Gain expertise in identifying problems and solutions.

Intended Audience 

This session will benefit individuals with some background in sponsored programs as well as individuals who have been working in the field who may now have more specific compliance and/or financial responsibilities. The goal is for participants to benefit both from speaker expertise and from each other. Individuals will leave with the skills necessary to review proposals, process post award financial transactions, identify institution-specific policies applicable to financial award management, and identify institutional compliance gaps associated with award management.

Program Instructors

Maria Soliman
Director, Grants Accounting
University of Iowa
Leslie Levine, MS, CRA
Research Administrator
Carnegie Mellon University