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Electronic Grant Management & Research Administration
Peter Chanda, Harvard University
Welcome to the world of Grant Management
You are thrilled, your professor is
excited. Everyone is sharing the
success stories. Finally comes the
reality. Someone has to be
responsible to administer the
project, comply with financial
regulations and report it back to
the funder. And that someone is
YOU!
Finding Grants
There is a wide range of funding opportunities for researchers within the US federal government, through
foundations and other foreign governments, from multilateral and non-profit institutions, as well as from
corporations.
www.grants.gov
UNIVERSITY
Preparing Proposal
• An integrated software can help uploading investigator’s Portfolio, standardized cost worksheet so
that the faculty/ researcher can focus on writing the statement of work and various costs associated
with the research.
University
Faculty
Portfolio
Financial
Guidelines
Cost
Proposal
Research
Proposal
www.grants.gov
Setting up an Award
This section covers Notice of Grant Award, Account Set Up,
Entering Sponsored Budgets, and Pre-Award Spending.
Student
Authorize
Student
Email
Manage
Spending
Develop
Research
www.grants.gov
InformationTechnology Project/ Cost Planning
Scope
Schedule
Prototype
Student
Data
Faculty
Data
Vendor
Finance
Data
Setup &
Training
Ongoing
Support
Vendor Analysis and Budgeting
Feature Analysis Vendor
Hosted/ Local
Cost & yearly Maintenance
Faculty ePortfolio
Online Application
Approval Process
Fine Grain Security
Calendar
Budgeting & Control
Customization
Reporting
Ease of use
Vendor Selection Strategies
Not Accepted Meets Requirements Above Requirements
Can track grants Can attach docs
Can track programs Can track programs by date, geographic code
Track lifecycle of grants Can search grants by complex criteria
Online application view/ edit Advanced editing/ file upload, logo
Can submit more than one proposal
simultaneously
Can carry forward data from previous
application
Simulate eligibility conditions
Verify organization eligibility and tax
status as per 501(c)(3)
Lets you compare organizations and individuals
against standard OFAC and other terrorist
watch lists within the grants management
system itself.
Print grant proposal, allow mail merge Allow standardization of letter template, can
customize letter font, size etc.
Email to an individual Email to individual and group
Faculty Portfolio Process Diagram
Student Portfolio Development from SIS data
Student Information System
Create PCI complaint Student Data File
Import Data to Grant system
Grant Access to Students
Intellectual Property Management
Student
Assignment
Invention
Reporting
Invention
Tracking
Student-Student
Communications
Technology
Transfer
Calendar Management
Students/ Investigators
Shared Calendar
Progress Dashboard
Financial Compliance
• ARRA(American Recovery andReinvestment Act)
• FFATA(Federal Funding Accountability andTransparency Act)
• E-Verify – Employeeverification
• NIHConflict of Interest thresholds

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Electronic Grant Management & Research Administration

  • 1. Electronic Grant Management & Research Administration Peter Chanda, Harvard University
  • 2. Welcome to the world of Grant Management You are thrilled, your professor is excited. Everyone is sharing the success stories. Finally comes the reality. Someone has to be responsible to administer the project, comply with financial regulations and report it back to the funder. And that someone is YOU!
  • 3. Finding Grants There is a wide range of funding opportunities for researchers within the US federal government, through foundations and other foreign governments, from multilateral and non-profit institutions, as well as from corporations. www.grants.gov UNIVERSITY
  • 4. Preparing Proposal • An integrated software can help uploading investigator’s Portfolio, standardized cost worksheet so that the faculty/ researcher can focus on writing the statement of work and various costs associated with the research. University Faculty Portfolio Financial Guidelines Cost Proposal Research Proposal www.grants.gov
  • 5. Setting up an Award This section covers Notice of Grant Award, Account Set Up, Entering Sponsored Budgets, and Pre-Award Spending. Student Authorize Student Email Manage Spending Develop Research www.grants.gov
  • 6. InformationTechnology Project/ Cost Planning Scope Schedule Prototype Student Data Faculty Data Vendor Finance Data Setup & Training Ongoing Support
  • 7. Vendor Analysis and Budgeting Feature Analysis Vendor Hosted/ Local Cost & yearly Maintenance Faculty ePortfolio Online Application Approval Process Fine Grain Security Calendar Budgeting & Control Customization Reporting Ease of use
  • 8. Vendor Selection Strategies Not Accepted Meets Requirements Above Requirements Can track grants Can attach docs Can track programs Can track programs by date, geographic code Track lifecycle of grants Can search grants by complex criteria Online application view/ edit Advanced editing/ file upload, logo Can submit more than one proposal simultaneously Can carry forward data from previous application Simulate eligibility conditions Verify organization eligibility and tax status as per 501(c)(3) Lets you compare organizations and individuals against standard OFAC and other terrorist watch lists within the grants management system itself. Print grant proposal, allow mail merge Allow standardization of letter template, can customize letter font, size etc. Email to an individual Email to individual and group
  • 10. Student Portfolio Development from SIS data Student Information System Create PCI complaint Student Data File Import Data to Grant system Grant Access to Students
  • 13. Financial Compliance • ARRA(American Recovery andReinvestment Act) • FFATA(Federal Funding Accountability andTransparency Act) • E-Verify – Employeeverification • NIHConflict of Interest thresholds