10. R&R: Project Management

Welcome to Module 10. To begin this module read the learning objectives, then click the red button to your right under Get Started. 

Learning Objectives

 

  1. Identify how to determine if your award allows pre-award spending.
  2. Identify when it is appropriate to open an early PTA.
  3. Explain how to correctly open an early PTA.
  4. Name the official record of project expenses.
  5. Identify the role responsible for the monthly review of project expenditure statements.
  6. Name the three key components of project expenditure reconciliation.
  7. Identify the role responsible for completing Quarterly certification of expenses.
  8. State the timeline for completing Quarterly certification of expenses.
  9. Identify the role responsible for the ongoing fiscal management of awarded projects.
  10. Identify the last possible day to make a purchase for a project.
  11. Explain how to request a no cost extension.
  12. Identify to what three types of PTAs a transfer can be made when an overdraft is anticipated before the end date of a sponsored project.
  13. Explain how to treat an overdraft that is less than $500.
  14. State the length of time project financial records must be retained.
  15. Become familiar with the tools and resources available to you on the DoResearch site.

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