T EXAS T AKES ON C ANCER CGMS GRANTEE TRAINING October 10, 2012 1 - - PowerPoint PPT Presentation

▶
t exas t akes on c ancer
SMART_READER_LITE
LIVE PREVIEW

T EXAS T AKES ON C ANCER CGMS GRANTEE TRAINING October 10, 2012 1 - - PowerPoint PPT Presentation

Jul 06, 2023 302 likes •879 views

T EXAS T AKES ON C ANCER CGMS GRANTEE TRAINING October 10, 2012 1 Topics Overview of award lifecycle and associated roles and documents Overview of CGMS CGMS steps Contract initiation Financial and progress reporting

slide-1
SLIDE 1

TEXAS TAKES ON CANCER

1

CGMS GRANTEE TRAINING

October 10, 2012

slide-2
SLIDE 2

2

Topics

  • Overview of award lifecycle and associated

roles and documents

  • Overview of CGMS
  • CGMS steps
  • Contract initiation
  • Financial and progress reporting
  • Q&A Session
slide-3
SLIDE 3

3

Key Functions of CGMS

  • Store and manage grants records
  • Report programmatic and financial progress
  • Manage changes to grants
  • Facilitate communications about grants
slide-4
SLIDE 4

4

Grant Phases

INITIATION

  • 1. Negotiate and finalize

required contract documents

  • Scope of work
  • Budget
  • Assurances and

certifications

DURATION

  • 1. Execute project
  • 2. Report progress
  • 3. Report financial

expenditures

  • 4. Request contract

changes

CLOSEOUT

  • 1. Final reporting of progress

and financial expenditures

  • 2. Complete correspondence

and requested forms **May still report on IP and revenue after grant closes

slide-5
SLIDE 5

5

User Roles — CPRIT

Grants Manager Programmatic aspects of grant Contracts Manager Contractual aspects of grant Financial Officer Financial aspects of grant

slide-6
SLIDE 6

6

User Roles — Grantees

  • PI/PD/CR — program-specific

– Responsible for programmatic aspects of project and day-to-day management

  • ASO — Authorized Signing Official

– Authority to act on organization’s behalf – Signature indicates organization’s agreement to assume obligations of award

**These roles are required in CGMS

slide-7
SLIDE 7

7

  • Grants Contract/Office of Sponsored Program

Official (GC/OSPO) – Manages grant after award is made

  • Co-PI/Co-PD/Co-CR

– Assists the PI/PD/CR on the grant

  • Alternate ASO

– Acts on behalf of ASO

**These roles are optional in CGMS

User Roles — Grantees

slide-8
SLIDE 8

8

Workflow for Initiation Stage

slide-9
SLIDE 9

9

Workflow for Duration Stage

slide-10
SLIDE 10

10

Contract Initiation Documents

  • Base contract
  • Attachment A: Approved scope of work
  • Attachment B: Approved budget
  • Attachment C1: Assurances and certifications
  • Attachment C2: Match certification
slide-11
SLIDE 11

11

Contract Initiation Documents

  • Attachment D: IP/revenue sharing
  • Attachment E: Reporting requirements
  • Attachment F: Contract addendum (approved

amendments)

  • Duplication of Effort and Project Overlap Form
slide-12
SLIDE 12

12

Contract Duration Documents

  • Quarterly Financial Status Reports (FSR)
  • Progress reports (quarterly, annual, final)
  • Annual inventory report form
  • HUB form
  • Single audit determination form
  • Change requests
slide-13
SLIDE 13

13

Closeout and Post-Closeout Documents

  • Final FSR
  • Final progress reports
  • Final annual inventory report
  • Final HUB report
  • IP report form — may submit after closeout
  • Revenue sharing form — may submit after

closeout

slide-14
SLIDE 14

14

Key Features of CGMS

  • Integration with CPRIT Application Receipt System

(CARS)

  • To Do list
  • Follow status of action items
  • Repository of documents and correspondence
  • Complete actions through radio buttons
  • Complete actions through web forms (enter

information in text boxes)

  • Password approval-based
slide-15
SLIDE 15

15

Integration with CARS

slide-16
SLIDE 16

16

To Do List

slide-17
SLIDE 17

17

Status of Action Items

slide-18
SLIDE 18

18

Repository

slide-19
SLIDE 19

19

Radio Buttons

slide-20
SLIDE 20

20

Complete Web Form

slide-21
SLIDE 21

21

Password Approval

slide-22
SLIDE 22

22

Overview of CGMS

  • 3 main sections on home page (all grants)

– My Correspondence – To Do List – My Grants

  • Tab-by-tab view of 7 tabs on Grants page

(individual grant) – Actions for lifecycle of individual grant

slide-23
SLIDE 23

23

CGMS Home Page

slide-24
SLIDE 24

24

My Correspondence

slide-25
SLIDE 25

25

To Do List Section

slide-26
SLIDE 26

26

To Do List

slide-27
SLIDE 27

27

Example of Complete Web Form Action

slide-28
SLIDE 28

28

Verification of Complete Web Form Action

slide-29
SLIDE 29

29

Example of Verify Information Action

slide-30
SLIDE 30

30

Approval of a “Verify Information” Action

slide-31
SLIDE 31

31

My Grants Section

slide-32
SLIDE 32

32

Search for Grants

slide-33
SLIDE 33

33

My Grants

slide-34
SLIDE 34

34

Grants Display

slide-35
SLIDE 35

35

Grant Information

slide-36
SLIDE 36

36

Contacts

slide-37
SLIDE 37

37

Documents & Forms

slide-38
SLIDE 38

38

Documents & Forms

slide-39
SLIDE 39

39

Correspondence

slide-40
SLIDE 40

40

New Correspondence

slide-41
SLIDE 41

41

Budget & FSR

slide-42
SLIDE 42

42

Budget Summary Display

slide-43
SLIDE 43

43

Details Year 1 Display

slide-44
SLIDE 44

44

PLOE Display

slide-45
SLIDE 45

45

FSR Display

slide-46
SLIDE 46

46

Payments Display

slide-47
SLIDE 47

47

FSR Form

slide-48
SLIDE 48

48

Progress Reports

slide-49
SLIDE 49

49

Progress Reports — Components (Vertical Subtabs)

slide-50
SLIDE 50

50

Progress Reports — Mark as Completed

slide-51
SLIDE 51

51

Progress Reports — Review and Submit

—

slide-52
SLIDE 52

52

Change Requests

slide-53
SLIDE 53

53

Change Requests Dropdown Menu

slide-54
SLIDE 54

54

Change Requests — Action Page

slide-55
SLIDE 55

55

5 Key Points to Remember

  • “Right person, Right function, Right time”
  • Home and Grants Information pages
  • Web forms
  • Password signatures
  • Repository
slide-56
SLIDE 56

56

Technical Support

  • Hours of Operation:

– Monday through Friday (excluding public holidays) – 7 am to 4 pm Central Time

  • Tel: 866-941-7146
  • Email: help@cpritgrants.org

New