Please be aware that this session is being recorded. Podium - - PowerPoint PPT Presentation
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If you have audio issues, then join by phone: 203-432-9666 And be sure to mute your phone.
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▪ We will not be holding a December Brown Bag meeting and will see you again in January 2019. ▪ Two new online forms are being created which will expedite department requests. These forms are
expected to go live in December, check upcoming OSP News and Updates for more information. – Request for Data User Agreement form – Request for new eRA Commons Account form
▪ In an effort to better represent the department's approach for managing sponsored awards, we would
like to invite departments to contribute articles to the OSP News and Updates newsletter - share any processes, procedures, or tips that would be relevant to those who manage some aspect of sponsored
▪ OSP Staff Introductions
– Liz Ruiz, Award Manager
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Review Folders
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the sponsored project to track workflow and actionable information.
– Activity items are documented to indicate specific actions required and a timeframe for completion. – View the Activity Type Quick Guide for a list of Activity Type descriptions
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The Activity folder always displays (0) even when there are items in the folder.
– Used to track the status of various types of agreements related to the proposal, view summary data and any related attachments
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There are multiple Agreements folders.
reporting, billing, termination, etc.
specifics related to the agreement.
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– The agreement status is tracked in the Agreements folder. – The following fields provide details for each status item entered:
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STATUS OPTIONS
In Negotiation Yale In Negotiation Sponsor Approved – Not Fully Executed Fully Executed Rejected Terminated Withdrawn Closed
– Agreement documentation displays in the Document Summary section of the Agreements folder.
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Agreements and supporting documentation uploaded in the Agreements folder will also be visible in the Attachments folder.
History: view all versions
View Latest: view the latest version
Versions: the number of versions that have been updated Category: type of document
the PT record.
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There are multiple Attachments folders.
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Draft_Year 1 Final_Signed_Year 1 Draft_Year 1 Final_Year1 Funded_Year 1 Correspondence_Year 1 Appendices_Year 1 CSForm PIStatusForm SubDocs_name of institute_SIC SubDocs_(name of institute) Supplement_Year 2 IRB_(protocol#)_201x-201x NOA_Year 1 (specify year) Amendment_Year 2 Revised-NOA_Year 1 FE_Contract FE_ClinicalTrial FE_Agreement Oracle_SetUpSheet_Year1 NCE_Year 5 Correspondence_Year 1
View a complete list of naming conventions in the PD Quick Guides on the OSP Resources website.
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In Development Proposal is being built by Team Assistant or Department Administrator. In Review Proposal is en route for internal review and approval (PD). Record is currently being reviewed by OSP (PT). Ready to Submit Proposal has completed the internal routing approval process and is ready to be submitted to the sponsor (PD only). Pending Proposal has been submitted for sponsor consideration but outcome is not yet known. Funded Proposal is awarded by the sponsor. Closed The project period has ended and all final reports have been submitted to the sponsor and the Award is now closed. Not Funded Proposal was not funded. Withdrawn Proposal was withdrawn by Yale from sponsor consideration or action was not required by OSP. Transferred Proposal is being transferred out of Yale University (relinquished). JIT NIH Just in Time (JIT) has been submitted to the sponsor. The proposal should stay in JIT status until a funding decision is made. Approved The status of Approved indicates that a Binding Letter of Intent, JIT, Non- Competing Continuation or No Cost Extension record has been approved by
when Non-Proposal type Proposals and At-Risk Request) are approved by OSP. Not Approved Used when the record (see above for types) has not been approved by OSP or the sponsor.
departments.
– Emails can be sent with PT record attachments. – Notes related to the PT record, (i.e., status updates regarding the sponsor, reviewer, dept , PI, or
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http://ires.yale.edu
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contract proposals?
– Do we need to request a sponsor be added into each system separately? The form only allows us to pick one option (IRES , Workday, or Subrecipient).
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Receive Notice
Assign Grant/Contract Manager ASU Team Accounting
What can delay the set-up of an award?
– IRB approval missing/pending – Required COI disclosure(s) that expired since the time the proposal was submitted or were not required by the sponsor at time of proposal submission. – IACUC approval missing/pending – Patent Policy Acknowledgement and Agreement (PPAA) form not completed (required at proposal stage) – Missing or incomplete Workday Award Setup webform – An award that contains multiple projects requiring separate accounting by PI or Org – Award received “after-the-fact”
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