Purpose of the Handbook

This handbook is designed to provide Principal Investigators (PIs) with a resource to navigate the PostAward phase of sponsored projects. It outlines key policies, processes, and responsibilities to help ensure successful financial and administrative management of grants and contracts. The purpose of this handbook is to:

• Facilitate compliance with sponsor, institutional, and federal requirements.
• Clarify the roles and responsibilities of the PI, departmental staff, and the PostAward office.
• Provide guidance on managing project budgets, monitoring expenditures, and fulfilling reporting obligations.
• Offer practical tools and resources to support efficient grant administration.

By equipping PIs with this information, the handbook aims to foster collaboration between researchers and the PostAward team, enabling the smooth management of projects from award setup to closeout.

Overview of the PostAward Office

The role of the PostAward office is to support the PIs throughout the lifecycle of their sponsored projects. Our primary responsibility is to ensure the effective financial and administrative management of awards while maintaining compliance with sponsor, institutional, and federal regulations.

Key roles and responsibilities of the PostAward office include:

• Award Management: Verifying award terms and conditions and ensuring accurate project setup in institutional systems.
• Financial Oversight: Monitoring budget and expenditures for compliance, review and approving budget adjustments, and facilitating cost transfers as needed.
• Reporting: Assisting PIs with technical report submissions and facilitating submission of all other non-financial reporting requirements.
• Compliance Support: Providing guidance on allowable costs and activities, payroll confirmation, subrecipient monitoring, and other PostAward areas.
• Award Modifications: Assisting with no-cost extensions, rebudgeting requests, scope changes, and other sponsor-approved modifications.
• Closeout Assistance: Managing the closeout process, including non-financial final reports, property and patent reports, and any other sponsor closeout requirements.
• Support and Training: Offering resources, training, and individual assistance to PIs and departments to enhance understanding of PostAward requirements and processes.

The primary way to connect with the PostAward office is through email at PostAward@uta.edu.