Transcript Grants Overview v2

Creating Proposal and Managing
Grants
Maria Whalen
[email protected]
(508)856-6510
2
Introductions
• Name
• Your Department
• How many years, months, weeks, days with the
University?
• How will you be using PeopleSoft?
3
Housekeeping
•
Logistics
•
Restrooms
•
Cafe
•
One - 15 minute break
•
Parking Lot items
•
Handouts
4
Objectives
By the end of the session, participants will be able
to:
• Describe the business process for Creating and
Updating a proposal
• Create and submit a Budget Proposal
• Print a Proposal Routing Form
• Inquire on Proposals, Awards, Budgets and
Expenditures
Lesson 1
Grants Overview
6
PeopleSoft Grants Module
• All grants-related data is stored in one system
• Handles both Pre-Award and Post-Award
functions
7
Pre-Award
• Create/Update Profiles
• Create Proposal
• Each proposal consists of at least one project
• Enter Projects
• Enter Budget Information
• Each project consists of at least one budget
• Print Routing Form
• Submit Proposal
8
Post Award
•
•
•
•
Award is generated from Final Proposal
Negotiate with Agency to achieve final funding
Update Final Proposal and generate award
Activate Project Budget, Contract, Billing Plan
and Revenue Recognition Plan
• Close Grant
9
Pre-Award to Award Generation
Enter Demographic
and Budget
Information into
Proposal V101
(Decentral)
enter
Proposal is created and
Proposal Routing Form
is Printed. Obtain
necessary signature.
Submit Proposal in
PeopleSoft and send
paper work to RFS
RFS reviews proposal.
A fully signed copy
returned to Dept once
approved
Generate Award from
Final proposal.
If award is funded, RFS
updates proposal, makes
a copy to FINAL version.
10
Research Funding Services
• Supports department and faculty in pre-award and some
post award activities
• Maintain information on federal and private funding
sources including standards guidelines and application
material
• RFS requires you to submit Paperwork for
administrative review at least 5 working days for review
and approval of proposals
• All Grants.gov application require RFS to be the official
submitter
11
Important Resources
•
•
•
•
Research Funding Services
Proposal Review and Submission Policy
Indirect Rate Agreement
Internal Budget Worksheet
12
Required Forms for Review and
Approval
•
•
•
•
•
Annual Progress Report
Proposal Routing Form (PeopleSoft generated)
Conflict of Interest Disclosure Summary
Internal Budget Worksheet
Letter of Intent (only if UMASS is sub-other
Univ is the Prime)
Lesson 2 Creating a Proposal
14
Award Structure
Award
000000000011111
(same as Proposal ID)
Project
S61110000005024
Budget Period 1
Budget Period 2
Budget Period 3
15
Proposal Creation
• Proposal (called “V101”) is created with the following data:
▫
▫
▫
▫
Institutional and personnel data
One or more project descriptions
Preliminary budget data
Compliance information
• Standard information about the campus, the sponsor, and
departments and personnel involved in the proposal is captured
from templates called “profiles,” maintained by the central grants
office on each campus
• Each project within the proposal may have its own budget, with
multiple budget periods
• Additional information can be tracked for the submission, such as
sub-recipients, federal flow through, conflicts of interest, intellectual
property and previous awards
• Proposal is assigned a Proposal ID by the system
16
Proposal Projects
• Each proposal is required to have at least one project.
• The project is used to track the fiscal part of the proposal
and/or award.
• The project can be used to differentiate scope of work
and/or budgets among multiple projects contained in a
single proposal.
• Each project can have only one Department and one
F&A base and rate.
• F&A distribution may be defined for the V101 proposal,
but must be defined before the FINAL proposal award is
generated. If applicable, decentralized offices will input
this data. This information must be completed for each
project on the proposal.
17
IMPORTANT PRINTING
INFORMATION
• You must have a run control setup in order to
print proposals in PeopleSoft
• If you do not know how to setup Run Controls –
please see me after class