A Day in the Life Alison Beyer Willis Sr. Financial & Administrative Manager Nicole R.C.
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Transcript A Day in the Life Alison Beyer Willis Sr. Financial & Administrative Manager Nicole R.C.
A Day in the
Life
Alison Beyer Willis
Sr. Financial & Administrative Manager
Nicole R.C. Sedlak
Financial Manager
Department of Medicine
Geisel School of Medicine at Dartmouth
Grant Application
and Management
in the Department
of Medicine
Grant Administration
Identify
grant funding
opportunities
Disseminate
information in a
targeted fashion
Provide advice and
direction to Faculty
and other researchers
Mentoring Programs
Grant Applications
Budgeting
Effort
Costs
Application
Requirements
Subcontracts
Cost-Sharing
Foreign
involvement
Indirect Costs
Conflict of Interest
Disclosures
Deadlines
Regulatory
Approval
Other Support
Cost Sharing
Effort
Hiring
Patient Cohort
Contract
Negotiation
Waiting,
Waiting…
Congratulations, it looks
likely your grant will be
funded!
Now what? There’s a LOT
you can do to get ready.
When you get an indication
of possible funding, contact
your Grants Manager to get
some help getting things
rolling.
Notice of Award
Budget
vs. Award
Subcontracts
Regular Terms and Conditions
Special Terms and Conditions
Project Period
Budget Period
Award Number
Account Setup
Separation
of Accounts per Project
Multiple Funding Sources per Project
Effective Dates
Regulatory Compliance – IRB/IACUC
Calculating Indirect Costs
Project Implementation
Review
of Budget
Personnel and Hiring
Initiation of Sub-award
Materials needed
Equipment needed
Facilities needed
Interim Progress
Communication with PI and research team
Accounting Statements and Forecasting
Interim Milestones
Sub-award Monitoring
Spending adjustments
Periodic and Annual Reports – Financial and
Scientific
Personnel Changes
Prior Approvals
Internal Controls
Expenses – Reasonable Allowable and Allocable
Publications
Indication
of Funding
Public Access Policy
http://publicaccess.nih.gov/
NCBI
https://www.ncbi.nlm.nih.gov/account/
MyBibliography
http://www.ncbi.nlm.nih.gov/books/NBK535
95/
Closeout
Expenses final review
Sub-awards and other agents
Overspending
Residuals
Final Reconciliation
Final figures statement/closeout statement
No-cost extensions
Final Progress Reports
Final Invention Statement
Asante sana!
Summary:
Communication is essential.
Regular/frequent review and oversight
makes things easier in the long run.