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EU Grant Management: A New Approach EU Grant Management: A New Approach

EU Grant Management: A New Approach - PowerPoint Presentation

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EU Grant Management: A New Approach - PPT Presentation

Harvard Global Research amp Support Services 1 The mission of Harvard Global Research and Support Services Inc HG is to provide the structure processes and tools for Harvard to operate research projects and other nonprofit endeavors internationally ID: 358063

global harvard research grants harvard global grants research amp grant support work reporting financial funded lead terms requirements funding

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Slide1

EU Grant Management: A New Approach

Harvard Global Research & Support Services

1Slide2

The

mission

of Harvard Global Research and Support Services, Inc. (“HG”) is to provide the structure, processes and tools for Harvard to operate research projects and other non-profit endeavors internationally.

The specific

objectives

of Harvard Global are to:

Provide a ready-made administrative infrastructure for Harvard faculty, researchers, and program leaders working overseas

includes overseas payroll, financials and business registrations

Offer flexible processes that can be tailored to host-country needs, while remaining under the Harvard umbrella

Simplify international processes for clients

Streamline and rationalize Harvard’s legal and operating structures overseas

Align international financial controls with Harvard’s and sponsors’ standardsShield President and Fellows of Harvard College (“P&F”) from foreign tax obligations and liabilitiesReceive and manage grants with onerous terms (e.g. European Union)

Harvard Global BasicsSlide3

Harvard Global Organizational ChartSlide4

HG

core functions

:

1. Global operations infrastructure

Overseen by Harvard University’s Department of Global Support Services

Includes overseas payroll, disbursements, accounting, taxes, business registrations and filings

Harvard departments contract with HG for this work

Fully deployed in 2013

Grants management

Overseen by Harvard University’s Office for Sponsored Programs

HG applies for and receives grants directly from certain fundersGrants may be for domestic projectsHG performs substantive work on grants and also contracts with Harvard University, as needed

Harvard Global BasicsSlide5

Projects and grants accepted by HG will be limited to those meeting predefined criteria.

Compelling

reason to take the grant but cannot accept terms and conditions

Tried unsuccessfully to negotiate out offending condition

May accept award thru HG if offending condition does not violate HU principles of academic freedom and integrity

HG and P & F will enter into a Secondment Agreement outlining the roles, terms and conditions of P & F staff who will support to HG.

3. Miscellaneous: No US federally-funded grants, no subcontracts

and limited

cost sharing.

5

Operating Assumptions for Grants

Received by HGSlide6

Limitation of Financial Risk for the Institution is achieved through this Model.

Expertise is developed in the Central Office and shared by Departments and Faculty.

Level of Service and Support in the face of research funding decline.

Compliance measures and internal controls are provided for an otherwise complex and unfamiliar system.

And remember: No US federally-funded grants, no subcontracts and no cost sharing.

6

Why is the Harvard Global Model Helpful?Slide7

7

How Harvard Global submits an EU Proposal?

H

as

this application been submitted to the

EU

or are we at Grant Agreement stage?

Then

, identify the following:

* Call (RFA or Funding Announcement)

* Lead Beneficiary & Contacts * Budget and SOW * PIC Portal AccessDo you have this? If not call the Lead Beneficiary

US universities, like Harvard, may qualify to receive

funding depending on the specific Call

Talk to the PI, Department and appropriate stakeholdersSlide8

EU Grants:

Award DocumentationSlide9

9

How Harvard Global manages an EU Grant?

“Like every

other

sponsored project”

Training for Faculty and Researchers

EU Boot Camp for all involved in the Project

Training for Departmental Research Administrators

Core Group of Pre/Post Experts in Central Administration that handle all questions and financial reporting related to the Award

Maintain constant communication with Lead Beneficiary Research AdministratorsSlide10

Important Considerations: Reporting Requirements

Most reporting conducted through

Participant

Portal

Instructions

& Guidance provided by lead

collaborator

Reporting

period interval is 12-18 months, defined in grant

agreement

Due within 60 days of reporting period endReporting Requirements Includes:Technical Report: Descriptions of deliverables and milestones per Work PackageFinancial: Form CMust include EU funded and non-funded portion of expenditures in EurosCertified Financial Statements (AUDIT):

threshold is 325,000 Euros

10Slide11

Important Considerations:

Timesheets

All working time must be recorded at all times for

EVERYONE

on a monthly basis by an appropriate time-sheet system in order to justify the

DIRECT relation between salaries/fringe and the project.

Most

impacted

population

is

FacultyTime sheet data requirements:Hours need to be broken out by:Work PackageCost CategoryNon-productive or non-EU work hoursException: If an individual is 100% committed to a Grant than no timesheet is required 11Slide12

Ready for More?

Please join us for the

Horizon 2020 Workshop

August 5, 2015

8:30 AM

12Slide13

Jennifer

A Ponting

Director, Pre-Award Services

jennifer_ponting

@

harvard.edu

13

Questions?