Abr Demo


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Abr Demo

  1. 1. SAGE Project Update & Demo of Advance Budget Request Gretchen Davis Richey Outreach & Support Manager ORIS
  2. 2. AGENDA <ul><li>SAGE is changing </li></ul><ul><ul><li>New features & business process coming in 2008 </li></ul></ul><ul><ul><li>You will see several faces on campus </li></ul></ul><ul><li>Coming soon </li></ul><ul><li>In development </li></ul><ul><li>Working together </li></ul><ul><li>Demo of Advance Budget Request form </li></ul><ul><li>Resources </li></ul>
  3. 3. Under Construction! <ul><li>FROM </li></ul><ul><li>Completion & Routing of Compliance Form </li></ul><ul><li>enter information about application </li></ul><ul><li>route for internal review process </li></ul><ul><li>TO </li></ul><ul><li>Grants Management System </li></ul><ul><li>upload and route electronic files </li></ul><ul><li>create budgets </li></ul><ul><li>create sponsor forms </li></ul><ul><li>compile Grants.gov applications </li></ul><ul><li>setup and track awards </li></ul>SAGE is Changing
  4. 4. Multiple System Views into Same Database Campus Research Community Office of Sponsored Programs Pre-Award Administration Grant & Contract Accounting Post-Award Administration (under development) Data originates closest to source, but can be viewed and acted on as appropriate in other systems
  5. 5. New Business Process <ul><li>Revised JIT approval process for Animal Subjects </li></ul><ul><ul><li>Leverage current eApprovals functionality </li></ul></ul><ul><ul><li>Announcement to come from OSP & OAW in coming weeks </li></ul></ul>
  6. 6. New Functionality – June (1 of 4) <ul><li>SAGE enhancements </li></ul><ul><ul><li>Search My eGC1s by date range </li></ul></ul><ul><ul><li>Reduce PI name search minimum to 2 letters </li></ul></ul><ul><ul><li>Direct entry of Organizational Code </li></ul></ul><ul><ul><li>Assign Access page indicates person’s role (i.e., Administrative Contact) </li></ul></ul><ul><ul><li>Ability to clear Admin & Budget Contact data </li></ul></ul><ul><ul><li>Change “Attachments” page to “Attachments and Routing Questions” </li></ul></ul>
  7. 7. New Functionality - June (2 of 4) <ul><li>eApprovals enhancements </li></ul><ul><ul><li>Approved on date column added to My Approvals </li></ul></ul><ul><ul><li>Search My Approvals by date range </li></ul></ul><ul><ul><li>Snapshot of eGC1 at time of approval </li></ul></ul><ul><ul><li>Display non-UW Preparer names in History </li></ul></ul>
  8. 8. New Functionality – June (3 of 4) <ul><li>New web system for GCA - SERA </li></ul><ul><ul><li>“ S ystem for E lectronic R esearch A ccounting” </li></ul></ul><ul><li>Advance Budget Request Form </li></ul><ul><ul><li>Linked to eGC1 & data pre-populated </li></ul></ul><ul><ul><li>Data saved to database </li></ul></ul><ul><ul><li>Print; gather signatures; route/send to GCA </li></ul></ul><ul><ul><li>Incremental step before online routing avail </li></ul></ul><ul><ul><li>Demo at the end of today’s session! </li></ul></ul>
  9. 9. New Functionality – June (4 of 4) <ul><li>SPAERC – enhancements </li></ul><ul><li>Bug fixes & code cleanup </li></ul><ul><li>SQL 05 database upgrade </li></ul>
  10. 10. Coming later this year <ul><li>System 2 System </li></ul><ul><li>eNEA </li></ul><ul><li>Detailed Budget Module </li></ul><ul><li>Requirements gathering </li></ul>
  11. 11. What is System-2-System? <ul><li>Allows PIs & administrators to complete their Grants.gov applications directly in SAGE </li></ul><ul><li>Allows OSP to submit applications direct to Grants.gov from SPAERC </li></ul><ul><li>S2S = System-2-System </li></ul>
  12. 12. S2S Benefits <ul><li>Combines eGC1 & Sponsor forms </li></ul><ul><li>Pre-populates data </li></ul><ul><li>Validates data prior to submission </li></ul><ul><li>Improves application quality </li></ul><ul><li>Uploads documents in a flash! </li></ul><ul><li>Reduces submission time for OSP </li></ul><ul><li>Automates notification of status </li></ul><ul><ul><li>Grants.gov tracking # & Submission status </li></ul></ul>
  13. 13. Check for Errors = Validation <ul><li>Application can not begin routing in SAGE </li></ul><ul><li>eApprovals until all data checks are passed. </li></ul><ul><li>eGC1 “Check for Errors” </li></ul><ul><li>Grants.gov validation </li></ul><ul><li>NIH eCommons validation (for NIH grants) </li></ul><ul><li>Benefits </li></ul><ul><li>Less errors and warnings </li></ul><ul><li>Reduce the number of re-submissions </li></ul><ul><li>Let technology do the work </li></ul>
  14. 14. <ul><li>“ It’s MAC friendly and it’s a lot of fun!” </li></ul><ul><li>Mary Beth Cunningham, School of Dentistry </li></ul><ul><li>“ Integrating sponsor documents into the GC1 really helps bring the whole submission together & the auto-population feature saves duplication of effort. ” </li></ul><ul><li>Monica Fawthrop, Div of Pulmonary Critical Care, Medicine </li></ul>
  15. 15. Phase I Release <ul><li>NIH - RO1s, RO3s, R21s </li></ul><ul><li>Modular budget format only </li></ul><ul><li>Incremental deployment </li></ul><ul><li>Optional </li></ul>
  16. 16. S2S Deployment Plan <ul><li>Involve users early and often, modify the system </li></ul><ul><li>based on feedback. </li></ul><ul><li>Pilot #1 – November, 2007 </li></ul><ul><li>Pilot #2 – March, 2008 </li></ul><ul><li>Pilot #3 – Summer, 2008 </li></ul><ul><li>Incremental deployment to select departments – Fall, 2008 </li></ul><ul><li>Deployment to entire campus – January 2009 </li></ul>
  17. 17. eNEA In Development <ul><li>Phase I – June </li></ul><ul><li>New web system for GCA - SERA </li></ul><ul><ul><li>“ S ystem for E lectronic R esearch A ccounting” </li></ul></ul><ul><li>Advance Budget Request Form </li></ul><ul><li>Demo today </li></ul><ul><li>Announcements will be sent in early June </li></ul><ul><li>Phase II – To be determined </li></ul><ul><li>Electronic transfer of data from OSP to GCA </li></ul><ul><li>Modifications in SPAERC </li></ul>
  18. 18. Detailed Budget Module <ul><li>Phase I – stand alone budget buider module </li></ul><ul><li>Budget UTG Spring-Fall 2007 </li></ul><ul><li>Fall 2007 feedback sessions and final scope & phasing </li></ul><ul><li>Deployment date Winter 08/09 - optional </li></ul><ul><li>Future Phase </li></ul><ul><ul><li>Full integration with eGC1 </li></ul></ul><ul><ul><li>Subs (sub-contracts, sub-budgets, fabrication) </li></ul></ul><ul><ul><li>History & Snapshot versions </li></ul></ul><ul><ul><li>Integration with time of award processes </li></ul></ul><ul><ul><li>Integration with S2S </li></ul></ul>
  19. 19. Budget Module Mission Statement <ul><li>… a campus-wide tool that is standardized, comprehensive, consistent, easy to use and efficient. </li></ul><ul><li>… a tool that minimizes errors, improves data quality at all stages of the grant lifecycle, is modifiable and flexible. </li></ul><ul><li>… a tool that integrates with SAGE and facilitates tracking throughout the grant lifecycle while providing consistent output. </li></ul>
  20. 20. Screenshot of Budget Phase 2
  21. 21. Requirements Gathering <ul><li>Workflow – Evaluation complete Aug 08 </li></ul><ul><li>Subforms – August 09 </li></ul>
  22. 22. Coming Soon! Many New Administrative Modules & Systems <ul><li>FDI Online Transactions </li></ul><ul><ul><li>Beta testing – May/June </li></ul></ul><ul><ul><li>Phased rollout - Summer </li></ul></ul><ul><li>System2System (S2S) </li></ul><ul><ul><li>Pilot #3 – July </li></ul></ul><ul><ul><li>Incremental Release – September </li></ul></ul><ul><ul><li>Release to full campus – January 2009 </li></ul></ul><ul><li>eNEA Phase II – To Be Determined </li></ul><ul><li>Simple Budget Building Tool – Winter </li></ul><ul><li>eFECs </li></ul><ul><ul><li>Phase I: Cost Share – Fall 2008 </li></ul></ul><ul><ul><li>eFEC Phase II: Online FEC (Printed form) – Fall 2009 </li></ul></ul><ul><ul><li>eFEC Phase III: Online Certification – Summer 2010 </li></ul></ul>
  23. 23. Working Together & Communication <ul><li>A fun little exercise </li></ul>
  24. 24. Demo of Advance Budget Request <ul><li>Form integrated into SAGE </li></ul><ul><li>Linked to eGC1 & data pre-populated </li></ul><ul><li>Validation </li></ul><ul><li>Data saved to database </li></ul><ul><li>OSP able to flag applications ineligible </li></ul><ul><li>Print; gather signatures; route/send to GCA </li></ul><ul><li>All requests route to GCA </li></ul><ul><li>Incremental step before online routing avail </li></ul>