Quarterly Reviews and Reporting – Sponsored Project Maintenance Schedule Part III

Speakers

Megan Dietrich, Assistant Director, Client Advocacy & Education & Hung Tran, Senior Research Accountant

About

No Registration or Prerequisite courses are required to attend/participate in this webinar.

All webinars, unless otherwise stated, are presented via Zoom.

Webinar ID: http://stanford.zoom.us/j/95043802999?pwd=TGplUDJBZ0FKQ3FicjkzZ2FTbm82QT09

Maintaining a sponsored project award is like maintaining your car. If you read the manual and follow the recommended maintenance schedule, the car or project will run smoothly, and the journey will have very few challenges which can be easily remedied. In this seminar we will discuss the invaluable sponsored project maintenance checkpoint of the quarterly review and eCertification process. Just like filling changing your car’s oil – the quarterly review is a must do. We will explore what to look for during these reviews, what to report out to your principal investigators to be a value add, the eCertification process, and how to leverage these touch points for overall successful portfolio management including looking ahead for upcoming portfolio action items, sponsor prior approval requests, keeping Other Support & Current & Pending reports up to date, suppressing old and unneeded non-personnel commitments, long range appointment and spending planning etc.