Transcript Part 1 - iGrants

A*STAR
Integrated Grant Management
System (iGrants)
Phase 2 User Briefing
23 Jun 2011
30 Jun 2011
Level 4, Matrix, Biopolis
Slide 1
Confidential
Agenda
• Part 1
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Grants to be administered in iGrants
User Roles and Features
iGrants Layout and Navigation
Grant Variation Submission Workflow
Annual/Final Report Submission Workflow
Fund Requisition/ Final Statement of Account Submission
Workflow
– Blacklisting of PI
– System Demo
• Part 2
– RI Admin Functions
– System Demo
Slide 2
Confidential
Part 1
Grants to be administered in iGrants
iGrants Phase 2 will be rolled out on 1 July 2011.
The grants to be administered in iGrants are shown in the table below:
Council
Grant Type
(awarded from FY2006)
Science and Engineering Research
Council (SERC)
Industry Alignment Fund (IAF)
Joint Council Office (JCO)
Project Grants
Public Sector Funding Grant
Developmental Programmes
Career Development Awards
Biomedical Research Council (BMRC)
Slide 3
Public Sector Funding Grant
Confidential
Part 1
User Roles and Features
iGrants
Principal Investigator (PI)
Phase II (Grant Management)
• Grant variation requests
• Submission of fund
requisitions and final
statement of account
• Submission of annual and
final reports
•
•
•
•
Submit grant variation requests
Endorse fund requisitions
Endorse final statement of account
Submit annual and final reports
Institute Admin Staff users
• Review annual and final reports for projects
under the Institute and submit them to
A*STAR
Institute Finance Staff users
• Collate fund requisitions/final statement of
account by institute and submit them to
A*STAR (Institute HR staff will be able to
input details into the manpower listing of the
fund requisition form/final statement of
account)
Slide 4
Confidential
Part 1
User Roles and Features (Cont’d)
iGrants
Dept Admin Staff users
Phase II (Grant Management) • View the Grant Variation Request, Fund
Requisition and Final Statement of Account
• Grant variation requests
• View the Annual and Final Reports
• Submission of fund
requisitions and final
statement of account
• Submission of annual and
final reports
Slide 5
Confidential
Part 1
iGrants Layout and Navigation
• This page will display all the tasks that are pending follow-up action by
the user.
• Click on the URL link to view the details and act on the task.
• Once acted upon, the task will be removed from the user’s dashboard.
Slide 6
Confidential
Grant Variation Submission Flow
Part 1
For BMRC & SERC Grants
Submission of
Grant Variation by
by PI
Submission of
Grant Variation by
Co-I
Host Institution
(HI Admin) for
verification
PI of project
for
endorsement
Host Institution
(HI ED) for
endorsement/
approval
Institution
Admin
(submitter’s
institute admin)
for verification
Institution ED
(submitter’s
institute ED) for
endorsement/
approval
For JCO Grants
Submission of
Grant Variation by
grantee (e.g. PI)
Slide 7
Project Director
(PD) for
endorsement/
approval
Submission of
Grant Variation
to A*STAR for
review and
approval
Confidential
Submission of
Grant Variation to
A*STAR for
review and
approval
Submission of
Grant Variation to
A*STAR for
review and
approval
Part 1
Grant Variation
•
Grantees will be able to submit the following variation requests via iGrants:
a)
b)
c)
d)
e)
f)
g)
h)
i)
j)
k)
l)
m)
•
Slide 8
Virement of Funds between Votes
Request for Additional Manpower
Change in Manpower
New/Change in Equipment
Request for Extension
Change in Manpower (People Involved)
Change in Scope
Change in Milestones
Change in KPI
Change in Scope
Change in HI/RI
Change in OOE
Request to Hire RA not within approved nationality
Screenshots for the submission and endorsement/approval of variation
request for (a) – (e) are provided in the next few slides.
Confidential
Grant Variation – Screenshots
Submitting a Grant Variation
Slide 9
Confidential
Part 1
Grant Variation – Screenshots
a) Request for virement of funds between votes
i) Submission of variation request
Slide 10
Confidential
Part 1
Part 1
Grant Variation – Screenshots
a) Request for virement of funds between votes
i) Submission of variation request (cont’d)
Slide 11
Confidential
Part 1
Grant Variation – Screenshots
a) Request for virement of funds between votes
ii) Endorsement/Approval of variation request
Slide 12
Confidential
Grant Variation – Screenshots
b) Request for Additional Manpower
i) Submission of variation request
Slide 13
Confidential
Part 1
Grant Variation – Screenshots
b) Request for Additional Manpower
ii) Endorsement/Approval of variation request
Slide 14
Confidential
Part 1
Grant Variation – Screenshots
c) Request for Change in Manpower
i) Submission of variation request
Slide 15
Confidential
Part 1
Part 1
Grant Variation – Screenshots
c) Change in Manpower
i) Submission of variation request (cont’d)
Slide 16
Confidential
Grant Variation – Screenshots
c) Change in Manpower
ii) Endorsement/Approval of variation request
Slide 17
Confidential
Part 1
Grant Variation – Screenshots
d) New/Change in Equipment
i) Submission of variation request
Slide 18
Confidential
Part 1
Grant Variation – Screenshots
d) New/Change in Equipment
i) Submission of variation request (cont’d)
Slide 19
Confidential
Part 1
Grant Variation – Screenshots
d) New/Change in Equipment
ii) Endorsement/Approval of variation request
Slide 20
Confidential
Part 1
Grant Variation – Screenshots
e) Request for Extension
i) Submission of variation request
Slide 21
Confidential
Part 1
Grant Variation – Screenshots
e) Request for Extension
ii) Endorsement/Approval of variation request
Slide 22
Confidential
Part 1
Part 1
Annual / Final Report
Submission Workflow
Submission of
Annual/Final
Reports by grantee
(e.g. HI PI)
Slide 23
Host Institution (HI
Admin) for
verification
Host Institution (HI
ED) for
endorsement
Confidential
Submission of
Annual/Final
Report to A*STAR
for
review/approval
Part 1
Annual/Final Report – Screenshots
a) Submission of Annual/Final Report
i) Main Details tab
Slide 24
Confidential
Part 1
Annual/Final Report – Screenshots
a) Submission of Annual/Final Report
ii) More Details tab
Slide 25
Confidential
Part 1
Annual/Final Report – Screenshots
a) Submission of Annual/Final Report
iii) KPI tab
Slide 26
Confidential
Part 1
Annual/Final Report – Screenshots
a) Submission of Annual/Final Report
iv) Milestone tab
Slide 27
Confidential
Part 1
Annual/Final Report – Screenshots
a) Submission of Annual/Final Report
v) Publication tab
Slide 28
Confidential
Part 1
Annual/Final Report – Screenshots
a) Submission of Annual/Final Report
v) Publication tab (cont’d)
Slide 29
Confidential
Part 1
Annual/Final Report – Screenshots
a) Submission of Annual/Final Report
vi) Technology Disclosure tab
Slide 30
Confidential
Part 1
Annual/Final Report – Screenshots
a) Submission of Annual/Final Report
vii) Patent tab
Slide 31
Confidential
Part 1
Annual/Final Report – Screenshots
a) Submission of Annual/Final Report
viii) Presentation tab
Slide 32
Confidential
Part 1
Annual/Final Report – Screenshots
a) Submission of Annual/Final Report
viii) Presentation tab (cont’d)
Slide 33
Confidential
Part 1
Annual/Final Report – Screenshots
a) Submission of Annual/Final Report
ix) Awards tab
Slide 34
Confidential
Part 1
Annual/Final Report – Screenshots
a) Submission of Annual/Final Report
x) Industrial Collaboration tab
Slide 35
Confidential
Part 1
Annual/Final Report – Screenshots
a) Submission of Annual/Final Report
xi) Attachments
Slide 36
Confidential
Part 1
Annual/Final Report – Screenshots
b) Verification of Annual/Final Report
Slide 37
Confidential
Part 1
Annual/Final Report – Screenshots
c) Endorsement of Annual/Final Report
Slide 38
Confidential
Part 1
Fund Requisition Submission
• Changes to current procedures:
- The drawdown of indirect cost is changed from yearly to quarterly basis
with effect from 1 July 2011
- No restriction on last quarter’s fund requisition, i.e. continue to draw
down funds based on projection and cumulative exp incurred
• Things to note:
- No amendments/revisions to the fund requisition allowed once it is
submitted to A*STAR Finance
- Fund requisition must be submitted sequentially on a quarterly basis
(even if amount requested is nil)
- Adjustments List will reflect items that were disallowed and excluded
for funding => Excluded items are shown as positive figures (If there
are negative figures, they usually represent reclassification of
expenditure items into that particular vote.)
Slide 39
Confidential
Part 1
Fund Requisition Submission Flow
Submission of Fund
Requisition by
grantee (e.g. RI
Finance)
Slide 40
RI HR to input
details for
manpower listing
Confidential
PI to fill in
projection and
endorse
Submission of
Fund Requisition
to A*STAR for
review/approval
Part 1
Fund Requisition/Final Statement
of Account
a) Submission of Fund Requisition/Final Statement of Account
i) Tab for the form
Slide 41
Confidential
Part 1
Fund Requisition/Final Statement
of Account
a) Submission of Fund Requisition/Final Statement of Account
ii) Tab for Expenditure and Commitment Listing for EOM, OOE, Overseas
Travel and EQPT
-
format of the listing is shown below
in order for the expenditure/commitment to be presented in the format provided
in iGrants, user is required to download the template to obtain the format
the template with the expenditure/commitment details is then uploaded to
iGrants
Slide 42
Confidential
Part 1
Fund Requisition/Final Statement
of Account
a) Submission of Fund Requisition/Final Statement of Account
ii) Tab for Expenditure and Commitment Listing for EOM, OOE,
Overseas Travel and EQPT (cont’d)
-
this is how it looks like after the expenditure/commitment template is
uploaded to iGrants
Slide 43
Confidential
Part 1
Fund Requisition/Final Statement
of Account
a) Submission of Fund Requisition/Final Statement of Account
iii) Tab for Manpower
Slide 44
Confidential
Part 1
Fund Requisition/Final Statement
of Account
a) Submission of Fund Requisition/Final Statement of Account
iii) Tab for Manpower (cont’d)
Slide 45
Confidential
Part 1
Fund Requisition/Final Statement
of Account
b) Endorsement of Fund Requisition/Final Statement of Account
Slide 46
Confidential
Part 1
Final Statement of Account
Submission Flow
Submission of
Final Statement of
Account by
grantees(e.g. RI
Finance)
RI HR to input
details for
manpower listing
PI to endorse
Submission of
Final Statement
of Account to
A*STAR for
review/approval
Final
Disbursement to/
Refund from
grantees
Slide 47
Confidential
Part 1
Final Statement of Account
Refund of balance grants to A*STAR
Slide 48
Confidential
Part 1
Blacklisting of PI
•
PI will be blacklisted when one or both of the following are not
submitted to A*STAR by the stipulated deadline:
a) Final Report
b) Final Statement of Account
• Once the PI is blacklisted, he/she will not be able to perform the
following functions:
a) Endorse fund requisition/final statement of account for other
A*STAR projects
b) Submit proposals for open grant calls
- The following message will be displayed if the PI tries to
perform any of the above functions:
Slide 49
Confidential
Part 2
RI Admin Functions
The functions which can be performed by RI Admin are:
a) Change RI ED /HOD (Organisation Role Profile)
b) Set up new department (Department Profile)
c) View Blacklisted PIs
d) Search and View Function
Slide 50
Confidential
Part 2
RI Admin Functions
Under the “Profile” Menu, RI Admin will be able to access the following
functions as shown in the screenshot below:
a) My Profile
b) Organisation Profile
c) Department Profile
d) Organisation Role Profile
e) PI Blacklisting
Slide 51
Confidential
Part 2
RI Admin Functions
For Change of RI ED/HOD, this can be done via the “My Organisation
Role Profile”:
Slide 52
Confidential
RI Admin Functions
Part 2
For set up of new department, this can be done via the “Department Profile”:
Slide 53
Confidential
Part 2
RI Admin Functions
View Blacklisted PIs
Slide 54
Confidential
Part 2
RI Admin Functions
Search and View Function
Slide 55
Confidential
Part 2
RI Admin Functions
Search and View Functions (cont’d)
Slide 56
Confidential
Other Information
Slide 57
Confidential
Contact Points
Council
Officer
E-mail
BMRC
Koh Hui Shan
[email protected]
SERC
Sherrill Yeo
[email protected]
JCO
Sankari
Ramanathan
[email protected]
Finance
Evelyn Tan
[email protected]
Slide 58
Confidential
~ Questions? ~
Slide 59
Confidential