RAPDP - Intermediate - Fund Management

Workshop | October 17 | 9 a.m.-12 p.m. | 24 University Hall

 Human Resources

Synopsis: An intermediate workshop the covers the monthly reporting and reconciliation process (using PI Portfolio), including updating projections, fulfilling the SAS-115 requirements, and processing corrective transactions such as expense transfers. Learning Objectives: • Understand the importance of implementing key financial controls throughout the life of an award • Perform the day-to-day monitoring and monthly reconciliation of all transactions for general propriety and accuracy • Provide PIs with consistent and accurate monthly reports on their fund expenses, balances, projections, and any issues that require action • Recognize the importance of processing corrective transactions in a manner that is accurate, timely, compliant, and well-documented Who this workshop is intended for: • All New and Veteran Post-Award RAs (either dedicated or hybrid), as well as any other staff that assist Faculty in administering sponsored awards. Experience using PI Portfolio recommended.

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