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
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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
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https://www.ncbi.nlm.nih.gov/account/
 MyBibliography
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http://www.ncbi.nlm.nih.gov/books/NBK535
95/
Closeout
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Expenses final review
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Sub-awards and other agents
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Overspending
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Residuals
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Final Reconciliation
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Final figures statement/closeout statement
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No-cost extensions
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Final Progress Reports
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Final Invention Statement
Asante sana!
Summary:
Communication is essential.
Regular/frequent review and oversight
makes things easier in the long run.