Understanding the Pre-Award

Process

Dawn Jory, CRA

Research Office

Beth Maliner, MBA

College of Education and Human Development

Marta Rosario

College of Engineering

Kate Sanford, Ph.D.

Research Office

April 9, 2014 UD Research Administrator Conference

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Expected Learning Outcomes

How to most effectively read the

solicitation

Your role as a pre-award

administrator

Post-award file setup

Tips & Tricks to get the job done

stress free…

Role of Department Administrator

Sponsored Programs Coordinator, Business Administrator, Assistant to the Chair, Business Manager…

Pre-Award Life Cycle Solicitation Alphabet Soup

BAA RFB

Pre-Award Life Cycle Components of a Solicitation

1. Purpose of the funding opportunity

2.

3.

4.

From NSF 14-542 Cyber-Physical Systems

From NSF 14-542 Cyber-Physical Systems

1. Purpose of the funding opportunity

2. Preparing the Application

3.

4.

Pre-Award Life Cycle Components of a Solicitation

From NSF 14-542 Cyber-Physical Systems

1. Purpose of the funding opportunity

2. Preparing the Application

3. Application Review Process

4.

Pre-Award Life Cycle Components of a Solicitation

Pre-Award Life Cycle Components of a Solicitation

1. Purpose of the funding opportunity

2. Preparing the Application

3. Application Review Process

4. Reporting Requirements, Terms, Conditions

From NSF 14-542 Cyber-Physical Systems

Pre-Award Life Cycle Documents, Documents, Documents…

1. Abstract

2. Project Narrative

3. References Cited

4. CVs

5. Current and Pending Support

6. Budget and Budget Justification

7. Resources

8. Letters of Support/Commitment

9. Subaward documents

10.Compliance documents

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Sponsor Application UD Proposal Record Documents

1. Abstract

2. Budget

3. Budget justification

4. UD Subaward documents

5. Compliance information

Relevant Information

1. Cost Share

2. Waived F&A

3. Equipment

Pre-Award Life Cycle The Budget

• The financial expression of the proposal

• Allowable, Allocable, Reasonable

• Accurate

• Prudent person test

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Pre-Award Life Cycle Documents, Documents, Documents!

1. Abstract

2. Project Narrative

3. References Cited

4. CVs

5. Current and Pending Support

6. Budget and Budget

Justification

7. Resources

8. Letters of Support/Commitment

9. Subaward documents

10.Compliance documents

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Sponsor Application UD Proposal Record Documents

1. Abstract

2. Budget justification

3. UD Subaward documents

4. Compliance information

Relevant Information

1. Budget

2. Cost Share

3. Equipment

Pre-Award Life Cycle Submission

Sponsor Application

1. Cayuse/grants.gov

2. FastLane

3. Other online system

4. Emailed

5. Mailed

UD Proposal Record

1. Approved Webform

Post-Award Start-Up Set-up Your Award File

Congratulate yourself,

you played an important

role in the process!

• COA

• Award filing system

• Good records management

• Read the award document!

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Tips and Tricks

• Proposal Timeline

• Proposal Checklist

• Generic

• Sponsor specific

• Solicitation specific

• SubAward PreAward Checklist

• Budget Templates

• Five year with escalator

• Working with UD personnel effectively

• COA: What to do when you get the COA

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Resources

• Roles and Responsibilities Research Administration

http://www.udel.edu/research/pdf/Roles_and_Responsibilities_Matrix.pdf

• UD 5-year budget template

http://www.udel.edu/research/preparing/proposalguide-1time.html

• Grants Management Guide

http://www.udel.edu/research/preparing/grantsmanual.html

• UD Policy and Procedures for Research

http://www.udel.edu/ExecVP/policies/research/index.html

• UD Training website – for all handouts and resources provided during presentation

http://www.udel.edu/research/training/raconference.html

Dawn Jory dawnj@udel.edu, x2629

Beth Maliner bmaliner@udel.edu x7096

Marta Rosario martar@udel.edu x0181

Kate Sanford ksanford@udel.edu x7274

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