Level I


This workshop is being offered both in-person and as a virtual workshop. Some details, such as the daily schedule, will differ depending on whether you attend in-person or virtually. Please review the information for your specific offering.

Level I: Fundamentals of Sponsored Projects Administration


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.


Who Should Attend? 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.


  • 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 Information

Program Level: Basic
Advance Preparation: Pre-work for the Level I: Fundamentals Workshop will be emailed to registrants one week prior to the first day of the workshop.
Field of Study: Specialized Knowledge - Technical
Delivery Method: Participants can choose to register for one of two formats:

  • Group Live (indicated by IN-PERSON )
  • Group Internet Based (indicated by VIRTUAL )

CEUs/CPEs: See here


Upcoming Level I: Fundamentals of Sponsored Project Administration Workshops

New Bulk Registrations Rates Now Available for Virtual and In-Person Workshops!

In-Person Workshop

Presented Live at
Hilton Chicago

September 18-20, 2023
Chicago, IL
Day 1 & 2 8:00am- 4:00pm
Day 3: 8am-12pm

Register Here


Hotel Booking Information:
September 17-20, 2023
Hilton Chicago
Book Room Here
Sleeping rooms available until the cutoff date of September 1, 2023 OR until the rooms in the block are sold out, whichever comes first.

Virtual Workshop

Presented Live via Zoom
June 12-15, 2023
1:00pm-5:00pm ET


As this is an interactive workshop, registrants will need a computer (laptop/tablet) with dial-in information available if sound becomes an issue. Webcams are encouraged, but not required, as part of the interaction.

Register Here




2023 Fundamentals Workshop Faculty


Danielle Brown

Acting Assistant Vice President, Sponsored Programs Administration
University of Maryland, Baltimore

Tricia Callahan

Associate Director of Operations and Research Training, Office of Sponsored Programs
Emory University

Csilla Csaplár

Director, Engineering Research Administration
Stanford University


Sandra Fowler

Director, College of Agricultural & Life Sciences, Business Services-Administration
The University of Wisconsin Madison

Abby Guillory

Director of Education and Training
North Carolina State University

Rosemary Madnick

Vice President, Research Administration, Office of Research Administration
Lundquist Institute for Biomedical Innovation at Harbor-UCLA Medical Center


Heather Offhaus

Director, Medical School Grant Services & Analysis
University of Michigan-Ann Arbor
NCURA Distinguished Educator

Saiqa Anne Qureshi

Head of Reporting
Stanford University

David Scarbeary-Simmons

Director, Research Financial Services
University of Colorado Boulder


Timothy Schailey

Director of Research Administration
Thomas Jefferson University

Shannon Sutton

Director, Sponsored Projects
Western Illinois University

Natasha Williams

Pre-Award Administrator III
Emory University

  • 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 HarrisFairmont 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 WoodBoise 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 TackettHarding University Main Campus