cradle to grave workshop post award june 9, 2014 katherine newkirk, [email protected] research...
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CRADLE TO GRAVE WORKSHOP POST AWARD
June 9, 2014
Katherine Newkirk, [email protected]
Research Service Manager, Division of Infectious Diseases
The Post Award Process
The Notice of Grant Award (NGA) Post award begins!
Distribute the Budget in SAP Subaward Set-up (if included in award) Adding Salaries via Eforms Account Reconciliation
Best Practices Progress Reports
Distributing the Budget (Handout) Use a template to assign dollars amounts to
the Sponsored Class Categories Reduce Data Entry Errors Save a Record of Entry
Things to Remember in GM Budget Create Your Credit and Debit amounts must always
equal Enter in amounts in the today’s current FY, not
necessarily the FY that the budget covers Include Revenue Sponsored Class if transferring
amounts to more than one IO within a grant.
Subawards Set-up
ORA Subcontract Office will email you and ask to complete the following to generate a Sub agreement Subaward Info Sheet (Handout) Statement of Work, which includes deliverables table Significant Financial Interest (SFI) Form for Subs IRB/IACUC Approval letters (if applicable)
ORA Subs will then send the partially executed agreement to the Subrecipient
The agreement is not executed until the Subrecipient signs & returns the agreement to ORA Subs for 96*IO creation
Subaward set-up takes time, this should always be a priority after the NGA is issued!
Subrecipient Monitoring
Fast Facts for July 1st Changes http://
www.hopkinsfastfacts.org/PPT/FFJune04_2014.ppt
Track your Subrecipient Invoices & Remaining Balance
Account Reconciliation - Overview
Needs to be completed on all sponsored IOs within 60 days of month end to be considered timely
Run BW Reports to get your account detail for review
Create a Review Sheet to document any unallowable expenses for transfer
PIs must sign offDoesn’t count without
documentation!
Best Practices
Work closely with SPSS, and especially your specialist on workflow.
Constant review of funds. Communicate with PI’s! Often small
conversations and side comments will be revealing
Timely processing of any accounting items
Great post-award practices will make reporting effortless!
Importance of Organization
Attention to Detail Avoid Errors Work “Smarter not Harder” Improve Performance
Teamwork Increases Efficiency Raises Self-Esteem Promotes Creativity Creates Unity Increases Communication
Shadow Systems
Excel, Excel, Excel Adobe Forms Chart of Accounts Salary Distribution Subrecipient A/P Projection Worksheets Reconciliation Progress Reports
Progress Reports - Overview
Yearly reporting that updates the sponsor as to the status of the project Science – PI Responsibility Admin/Finance – RSA Responsibility
PIs/RSAs work in tandem the same way they do in preaward.
Completed electronically via eRA Commons as RPPR commons.era.nih.gov http://grants.nih.gov/grants/RPPR/
rppr_instruction_guide.pdf
Progress Reports – PI Components
Accomplishments Separate 2 pg pdf
Plans for next Reporting Period Publications
PI must use MyNCBI Other Support Pages for Key Personnel (Handout) Anticipated Challenges or Delays/Significant
Changes Inclusion Enrollment Report/IRB and IACUC
approvals Carryover Balance
Must explain if over 25%
Progress Reports – RSA Components
Assembling PI Components into the RPPR Assign Admin & Signing Officials Participants
Add all personnel over 1 cal month (8% effort)
PI included regardless of effort Budget, if applicable Route to your Signing Official for direct
submissionYou must also complete a Coeus PD