2. 1. Key Roles in the grant application and administration process. 2. Responsibilities of the Project Director, Department staff, Division office, and the Institutional Grants Office in grant applications and awards.

3.  Project Director (PD)  Educator or Specialist with overall responsibility for a grant.  Department’s grant support staff  For state specialists, it is your Program Area financial contact.  For county educators, it is the CES Budget Office accountant assigned to county extramural funding proposals/awards.  Division Budget Office  CES Office of Budget and Fiscal Operations.  Institutional Grant Office  OES – UW-Extension Office of Extramural Support

4. Program Area grant support contacts for statewide specialists include:  Agriculture and Natural Resources Andrew Bernhardt andrew.bernhardt@ces.uwex.eduandrew.bernhardt@ces.uwex.edu  Community, Natural Resource and Economic Development CNRED: Kathy Ivchenko mailto:Kathleen.ivchenko@uwex.edumailto:Kathleen.ivchenko@uwex.edu ERC: Christine Anderson christine.anderson@ces.uwex.educhristine.anderson@ces.uwex.edu Lisa Ebert lebert3@wisc.edulebert3@wisc.edu  Family Living Sue Erickson sue.erickson@uwex.edu sue.erickson@uwex.edu  4-H Youth Development Jane Marquardt jane.marquardt@ces.uwex.edu jane.marquardt@ces.uwex.edu

5. For County-based Educators:  Chad McClure chad.mcclure@ces.uwex.edu chad.mcclure@ces.uwex.edu  County Educators’ extramural funding proposals/awards

6.  Chris Whalen chris.whalen@uwex.edu chris.whalen@uwex.edu  State Specialists’ extramural funding proposals/awards  Chad McClure chad.mcclure@ces.uwex.edu chad.mcclure@ces.uwex.edu  County Educators’ extramural funding proposals/awards

7.  Project Director (PD) When a grant opportunity arises, PD first checks with the program leader and department staff; then Assisted by department staff and CES Budget office, PD develops the proposal with a plan of work and budget. If proposal is awarded, PD is responsible for fiscal & programmatic oversight of project and the deliverables. Read and Follow the terms of the award. Approve Project Expenses – s/b appropriate, reasonable, allowable, allocable Monitor project balances monthly- keep project on budget Verify only approved expenditures have posted Provide Programmatic Reporting as required by terms of award Certify Effort on Project Monitor cost share for Project Initiate subcontracts with assistance of Divisional Budget Office and OES Fiscal and programmatic oversight of subcontractors Initiate timely requests for rebudgets and no-cost extension with assistance of Divisional Budget Office and OES

8.  Division Budget Office Review proposals and proposal budgets prior to submission to institutional grants office. Follow up with project director and/or department grant staff with questions and/or revisions. Sign the WISPER record, and route the form and application to the UWEX Institution office for authorized approval and mailing or electronic submission to the sponsor. Assist project director in setting funding for grant funded staff Periodically check grant balances for any issues. Assist project director with requests for time extensions and rebudgets. Assist project director with close out and cost transfers as needed.

9.  Institutional Grants Office  Office of Extramural Support (OES) Final review and submission of grant proposals. If the application is successful, the sponsor will send an official award document to OES The UWEX institution office will review the award’s terms and conditions and negotiate with the sponsor where necessary. Establish project accounts Review and approve expenditures and transfers Prepare and submit financial reports and invoices Oversee extensions and re-budgets Submit award close-out documentation including cost share

10.  Websites:  Cooperative Extension Budget Office http://www.uwex.edu/ces/budget/grants/index.cfm http://www.uwex.edu/ces/budget/grants/index.cfm (under ‘Resources’) -- Grantsmanship Checklist -- FAQs -- Links to WISPER & WISDM UWEX Office of Extramural Support website: http://www.uwex.edu/business- services/extramural/