Level I

Level I: Fundamentals of Sponsored Project Administration

2019 Level I Workshop Dates:
March 25-27, 2019 ~ Portland, OR
May 29-31, 2019 ~ Baltimore, MD
September 4-6, 2019 ~ Location TBD
December 4-6, 2019 ~ Location TBD

Individuals involved in sponsored projects administration are faced with a multitude of challenges: becoming knowledgeable about federal regulations and individual agency requirements, providing assistance to faculty, gathering information, administration of awards, and many other tasks. The purpose of this program is to provide participants new to the profession with a broad overview of the various aspects involved in sponsored projects administration, including preparation and review of proposals; negotiation and acceptance of awards; financial and administrative management, closeout and audit, as well as relevant compliance issues.

Describe the differences between grants, contracts, and cooperative agreements;

Describe the underlying legal framework surrounding sponsored projects;

Identify the federal circulars that govern federally sponsored projects and discuss the key principles of each, including how they apply to the preparation and submission of proposals and the administration of awards;

Distinguish between allowable and unallowable costs and between direct and F&A costs;

Identify several types of third party agreements associated with sponsored projects administration;

Describe the various components of a proposal budget and how to apply the institution's F&A rate;

Summarize how an institution's F&A rate is calculated;

Assist a Principal Investigator in finding sources of funding;

Explain the lifecycle of a proposal, from the time it begins as an idea with the faculty member to the point of award;

Describe the importance of proper closeout of a sponsored project and the steps necessary to prepare for an audit;

Discuss the importance of the primary compliance issues facing institutions, including protection of human and animal research subjects, research misconduct, subrecipient monitoring, effort reporting, and export control.

Program Level: Basic
Advance Preparation/Pre-Work: Yes, Pre-work for the Level I: Fundamentals Workshop will be emailed to registrants two weeks prior to the first day of the workshop.
Field of Study: Specialized Knowledge - Technical
Delivery Method: Group-Live

This program is intended primarily for the newcomer (less than 2 years experience) involved in sponsored projects administration at higher education institutions and affiliates, or for the individual who has primarily worked in only one area of sponsored projects administration and is seeking a broader view of the profession. This curriculum is targeted specifically to: proposal development personnel, sponsored projects administrators, grant and contract accountants, departmental administrators, research compliance administrators and others with newly acquired responsibilities in sponsored projects administration.

Tricia Callahan

Senior Research Education and Information Officer, Colorado State University

Csilla Csaplár

Director, Engineering Research Administration, Stanford  

Lindsey Demeritt

Associate Director, Sponsored Research, University of Texas at Austin


Sandra Fowler

Lead Post Award Accountant, The University of Wisconsin Madison

Walter Goldschmidts

Vice President and Executive Director Office of Sponsored Programs, Cold Spring Harbor Laboratory

Rosemary Madnick

Executive Director, Office of Grants and Contracts, University of Alaska Fairbanks



Heather Offhaus

Director, Medical School Grant Review & Analysis, University of Michigan Medical School

Twila Reighley

Assistant Vice President of Research & Graduate Studies, Michigan State University

Robin Riglin

Associate Director, Office of Sponsored Programs, The Pennsylvania State University 



Timothy Schailey

Director of Research Administration, Thomas Jefferson University 

Lori Ann Schultz

Assistant Director, Sponsored Projects Services, University of Arizona

Shannon Sutton

Director of Sponsored Programs, Western Illinois University 

Day 1: 
8:00am - 9:00am - Registration
9:00am - Noon - Session Presentation
Noon - 1:00pm - Lunch
1:00pm - 4:30pm - Session Presentation 

Day 2:
8:00am - 9:00am - Pastries & Coffee
9:00am - Noon - Session Presentation
Noon - 1:00pm - Lunch
1:00pm - 4:30pm - Session Presentation 

Day 3: 
8:00am - 9:00am - Pastries & Coffee
9:00am - Noon - Session Presentation
Noon - Adjournment 
*Final workshop agenda will be e-mailed to all participants one week prior to the workshop start date.

The next Level I Workshop will be held in Portland, OR, March 25-27, 2019.


Host Hotel: Hilton Portland Downtown
Group Rate - $169/night Book your room online.
Reservations can also be made toll free by dialing 1-800-HILTONS - please identify yourself as being with NCURA. Cut-Off Date: March 4, 2019 or until the group block is sold-out, whichever comes first.

There will also be a Level I Workshop held in Baltimore, MD, May 29-31, 2019.


Host Hotel: Hyatt Regency Baltimore
Group Rate: $189/night  - Book your room online here.
Reservations can also be made toll free by dialing  1+(877)-803-7534 - please identify yourself as being with NCURA. Cut-Off Date: May 7, 2019 or until the group block is sold-out, whichever comes first.

Level I Participant Testimonials

This was a wonderful, eye-opening workshop. I value and appreciate the time and effort to help those of us who are new to grants management feel better prepared.

LaDai Harris, Fairmont State University

This was my first NCURA conference and I really enjoyed it and took a lot away from it. The presenters were all great. It was a very inviting forum and nice to make contacts.

Rhiannon Wood, Boise State University

All three presenters were professional and friendly in their demeanor - very approachable. This was helpful for someone with very little experience and made me feel more comfortable asking questions.

Nancy Tackett, Harding University Main Campus

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