Post-Award Implementation Team* Roles &

Transcript:Post-Award Implementation Team* Roles &:
Post-Award Implementation Team* Roles & Responsibilities 2/23/2018 *Does not include clinical trials Process Inventory: Post-Award 2 After discussion, evaluation and ranking with the DA’s and General Administration Implementation Team, Huron will be assisting in the redesign of the following processes with the functional redesign lead and team members. These processes and design teams have been approved by the Drive Team leads. Roles and Responsibilities – New Account Review 3 Roles and Responsibilities – New Account Review 4 Roles and Responsibilities – New Account Review 5 *Required documentation list to be developed. Roles and Responsibilities – New Account Review 6 Business day timeliness should be based on average trends over a period defined by the governance committee Roles and Responsibilities – New Account Set-up 7 GMS to confirm all materials received by OSPA “Ideal” Account Set-up Timeline For a typical project – timelines vary by project type PADR Generated GMS schedules kickoff meeting with PI (Covers checklist of Key items) GMS enters details in grant database GMS initiates any necessary equipment purchases -no later than 30 days out Notice of Award Received 10 days 13 days 14 days 16 days 30 days GMS initiates Sub-award (if necessary) GMS initiates and helps facilitate all personnel actions Roles and Responsibilities – Account Maintenance 8 Roles and Responsibilities – Account Maintenance 9 Roles and Responsibilities – Account Maintenance 10 Roles and Responsibilities – Account Maintenance 11 Roles and Responsibilities – Account Maintenance 12 Roles and Responsibilities – Account Maintenance 13 DRAFT FOR DISCUSSION PURPOSES ONLY Roles and Responsibilities – Account Maintenance 14 Roles and Responsibilities – Account Close Out 15 Roles and Responsibilities – Account Close Out 16 DRAFT FOR DISCUSSION PURPOSES ONLY Roles and Responsibilities – Account Close Out 17 Roles and Responsibilities – Account Close Out 18 Roles and Responsibilities – Account Close Out 19 GMS coordinates close out meeting with PI and DA with enough time to review balances, projections, no cost extensions, and future plans PI Requests extensions RFS reviews and submits final financial report and closes project Account Close Out Timeline For a typical NIH project – timelines vary by project type GMS checks payroll end dates, sub award status, and notifies lab/PI to request final purchases GMS ensures spending has stopped and liquidates any possible PO’s GMS makes any necessary budget/allocation corrections, gathers any final invoices GMS reminds PI of final report submission end dates GMS ensures all