| A. | 45% | Review and Process Federal, State, Industrial, Nonprofit and other sponsored research award documents |
| | 1. | Review individual grant and contract documents to ensure that all terms and conditions are applicable and acceptable, and are in compliance with: current State regulations, University financial policy and procedural papers, general administrative policy papers, appropriate Regent Resolutions, Office of Management and Budget Circulars, Federal Acquisition Regulations (and agency interpretations), funding agency general and specific terms and conditions, and research terms and conditions. |
| | 2. | Confirm that all required representations and certifications have been performed and appropriate committee approvals obtained (e.g. human subjects, animal welfare, biological safety, environmental reviews, space, remodeling or construction, etc.) in compliance with Federal, State and University policies and procedures. |
| | 3. | Lead Principal Investigators and other administrative staff in the review of award documents to identify inappropriate or unacceptable scientific or administrative terms and conditions such as: publication restrictions, ownership of data, indemnification and insurance requirements, intellectual property rights, and proprietary data concerns. |
| | 4. | Negotiate with Federal and other sponsor grant/contract officers and/or their legal counsels to obtain removal or modification of inappropriate or unacceptable terms and conditions. If negotiation conditions warrant further legal assistance, confer with University Administrative Legal Services (ALS) and Wisconsin Alumni Research Foundation (WARF) patent counsel. Obtain most favorable budget and fiscal considerations for indirect cost rates, fiscal reporting, payment schedules, etc. |
| | 5. | Review gift documents to ensure compliance with University policy regarding gifts. If determined so, facilitate review of and entry of data into electronic system for managing the budgets and reporting of gifts to the Board of Regents. |
| | 6. | Evaluate each award document's fiscal and administrative terms to determine whether it should be considered a new award requiring a segregated account, or if the award action is a modification to an existing project. |
| | 7. | Review equipment accountability requirements and formally notify property control office of recordkeeping responsibilities for all capital assets. |
| | 8. | Assure that appropriate cost allocations for indirect costs, fringe benefits, and tuition remission recovery have been made. |
| | 9. | Evaluate University matching requirements and confirm documentation of formal commitments thereof by University project personnel and/or third party providers. Create appropriate individual documentation of University matching requirements by application of WISPER and ECRT systems. |
| | 10. | Provide notification of award documents to Deans, Directors, Department Chairs, Principal Investigators, and Divisional and Departmental Business Representatives, which is the necessary authorization for them to appoint project personnel and encumber and/or incur costs. |
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| B. | 40% | Review and Process Federal, State, Industrial, Nonprofit and other sponsored research proposals |
| | 1. | Monitor the routing of all applications to ensure that required reviews and signature approvals by the Department Chair, Dean, Chancellor's representative, and campus committees have been obtained prior to submission. |
| | 2. | Analyze each application to determine budget content and format, forms usage, fiscal and administrative accuracy and appropriate cost allocations for direct and indirect costs, fringe benefits and tuition remission recovery rates. |
| | 3. | Determine compliance with University and agency regulations for matching requirements, human subjects, animal welfare and biological materials certifications, and intellectual property and Federal financial disclosure clearances, etc. |
| | 4. | Negotiate the exclusion of inappropriate or unacceptable terms and conditions to prevent their inclusion in any subsequent award. |
| | 5. | Determine appropriate fiscal and management data elements from proposal document for on-line entry into WISPER, the proposal entry and routing portion of PeopleSoft Grants system. |
| | 6. | Identify appropriate data from the award documents for entry into the award segment of the ESIS database. |
| | 7. | Transmit each proposal to the prospective funding agency. The proposal must include administrative approval and identification of any required modification of funding agency policies and procedures. |
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| C. | 15% | Daily requirements associated with the administration of proposals and awards |
| | 1. | Facilitate the flow of information to Deans, Directors, Department Chairs, faculty and staff seeking advice or information on all of the above activities. |
| | 2. | Determine the status of pending applications as requested by the Principal Investigator. Assign project numbers in advance of official award and advise Principal Investigators and Divisional Business Representatives of risks associated with commitments and expenditures that occur in advance of receipt of official award document or in advance of resolution of unacceptable terms and conditions. |
| | 3. | Maintain WISPER data by monitoring the status of pending proposals through the use of on-line and hard-copy reports. |
| | 4. | Attend professional meetings (National Council of University Research Administrators, Society of Research Administrators, Council on Governmental Relations, NIH or other agency regional and national meetings) as a departmental or University Representative. |
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