Skip to content

Grants Management Essentials

Participants will become familiar with project related University management reports, accounts, forms and procedures. This practical workshop includes a thorough review of University accounting policy and reporting terminology. A review of the facilities & administrative (F&A) charge, property accounting, surplus and salvage, project income, and how collected F&A funds are used by the University will be described. Post-project activities will also be reviewed including federal and university reporting requirements, cost transfers, proper storage of project records, and underspent and overspent funds.

This class is offered both live and online:

  • To register for a live class, please click here.
  • To register for the online class, please click here.


J. Craig Merritt,
Manager, Compliance Oversight
Compliance Accounting & Reporting


Robert Allen
Associate Director
Compliance Accounting & Reporting


Sally Petersen
Associate Manager, Grants & Contracts
Compliance Accounting & Reporting
Last Updated: 5/10/21