Accomplishments
- Researched peer best practices/examples
- Ongoing development of a toolkit with practical documents for DOs, Business Officers, Faculty to navigate complex topic
- NC State Ledger doc – definitions, descriptions, etc.
- Distinction of gifts, grants and contracts doc (example to follow) that interprets the 3D memo into a practical guide
- Workflow doc for various types of gifts/grants
Obstacles/Challenges
- Significant and time-consuming project that involves offices across campus