Workshops are intended to provide SDSU faculty and staff with information and resources to assist with finding and managing grant awards.
Our workshop series incorporates in person (I) and online webinar (W) sessions. Space is limited; if you would like to participate, please RSVP using the following link : Fall 2018 Workshop RSVP. If you are interested but unable to attend, please contact Joi Coles at email@example.com.
BUDGET BASICS: LAYING THE GROUNDWORK FOR A SUCCESSFUL PROPOSAL
THURSDAY, September 6th 10:00-11:30 am *I *W
Part of writing a grant proposal means understanding the costs of your sponsored project. Where do you begin when creating your proposal budget? Experienced staff in SDSURF'ssponsored research development and administration departments will help answer questions and provide examples of how to include project costs in your proposal. The information presented will be useful for faculty and staff who are new to proposal preparation or submitting to a new agency, and for those who need a "refresher" on budget development. In addition, a guest speaker will share their experience and offer tips for creating a successful budget.
PIVOTING TO SUCCESS: IDENTIFYING FUNDING OPPORTUNITIES
THURSDAY, September 13th 11:00 am-12:00 pm *I
The Pivot funding resource provides access to a variety of funding opportunities and is available to all SDSU faculty, staff, and students. Dr. Wil Weston, head of collections at SDSU's Love Library, will provide an overview as well as a hands-on training experience. This workshop will benefit anyone seeking external funding sources for their research programs. Seating is limited; please RSVP as soon as possible.
TECHNOLOGY TRANSFER AND INTELLECTUAL PROPERTY FOR FACULTY AND RESEARCH PERSONNEL
WEDNESDAY, October 10th 10:00-11:30 am *I
This session will cover important intellectual property (IP) management considerations for researchers and commercialization programs available to faculty and staff. Technology Transfer Office (TTO) director Tommy Martindale will provide a description of the various forms of IP (patents, copyrights, trademarks and trade secrets) and how each one impacts faculty and research. Tommy will provide information about the TTO's role in supporting commercialization of faculty IP and research products. Additionally, this session will cover the do's and don'ts of communicating ideas with potential industry partners. Tommy will also outline invention reporting obligations required under federal awards, an important compliance matter even for researchers who do not wish to pursue commercialization. If you are developing intellectual property or products, or if you are unfamiliar with invention disclosure requirements of federal grants, this workshop will be of interest to you!
FINDING FUNDING 101
TUESDAY, October 16th 2:00-3:00 pm *I
This interactive workshop will teach you the basics on how to search for funding opportunities. If you have research ideas and need to know where to begin, we will give you the tools you need and help you develop strategies to identify sponsors. The second half of the workshop is an interactive lesson on how to use the recently acquired Pivot database to create your researcher profile and conduct funding searches. Please submit questions to firstname.lastname@example.org.
DATA MANAGEMENT PLAN
WEDNESDAY, October 24th 2:00-3:00 pm *I
Federal agencies are now requiring supplementary information to describe how proposers plan to disseminate and share their research results. This workshop, presented by the SDSU Library, will provide the tools needed to write a successful data management plan. This workshop will outline the major sections of a data management plan, identify best practices to keep in mind for managing your data and provide a demonstration of the DMPTool.
ACCOUNTS PAYABLE ESSENTIALS
TUESDAY, October 30th 2:00-3:00 pm *I *W
If you are interested in obtaining your project disbursements quickly or have questions about accounts payable, this is the session for you. Our knowledgeable staff in the accounts payable department will answer your questions regarding requests for disbursement. Topics include: what to do with an invoice or vendor credit memo, understanding accounts payable forms, obtaining an advance and clearing advances, completing travel reimbursement requests, how to report a lost check, procedures to stop payments, requirements to re-issue a disbursement, understanding tax implications for individuals from out of state, understanding IRS requirements to classify payments to individuals as independent contractors rather than employees, and alternative disbursement methods. Come ready with any questions, and our talented accounts payable team can guide you through the process.
UNDERSTANDING FOREIGN NATIONAL IMMIGRATION TAX ISSUES
WEDNESDAY, November 7th 2:00-3:00 pm *I *W
Does your project involve international collaborations? Are you contracting with a nonresident? If you would like to learn more about the policies involved in collaborating with international colleagues, you will not want to miss this workshop. Topics to be covered include: The U.S. immigration system; general tax issues; residence status for IRS tax purposes; classifying and sourcing income; and how to process payments.
ORDER IT UP: PURCHASING BASICS
THURSDAY, November 15th 2:00-3:00 pm *I*W
Make the most of your project dollar by participating in this valuable workshop. Why do we need a purchasing department? What are my responsibilities when I need products or services? How do I find vendors? What if I have an urgent/emergency requirement? These questions and more will be answered in this informative session presented by our experienced and knowledgeable purchasing team. Topics will include how to place orders; checking the status of your order; and who to contact in our purchasing department.
PI PROFILE ONE-ON-ONE TRAINING
PI Profile is SDSU Research Foundation's secured financial web-based application created to assist SDSU faculty with the management of their Research Foundation-administered accounts. It provides current financial data on all active awards including budgets, expenditures, balances, personnel assignments and purchase orders. This training is intended for PIs with active award funds and their administrative staff who assist with fund management.
This one-on-one meeting will provide the necessary tools to help you successfully use PI profile to manage your awards.
If you would like to schedule a PI Profile training, please contact your grant specialist. If you do not know who your grant special is, please contact SDSURF Sponsored Research Administration at 619-594-5786.
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