PRE AWARD ELECTRONIC RESEARCH ADMINISTRATION

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SRA 2010 Annual Meeting, Chicago, IL Stephanie Endy Director, Research & Sponsored Programs Lehman College, CUNY PRE AWARD ELECTRONIC RESEARCH ADMINISTRATION (ERA)

Structure What is era? History of era Pre Award era today Discussion of your era experiences 2

Why era? Efficiencyi Cost Reduction Error Reduction Timely access to Information Leverage the convenience of web based applications 3

What is era? Electronic Research Administration i i is a philosophy for conducting research administration in an integrated and paperless environment. Jerry Stuck, NSF, FDP Co Chair for era Committee Vision seamless integration of an organization s era system with a sponsor s s era system 4

History of era The Administration i ti of Sponsored Programs, 1982. Ken L. Beasley, Michael R. Dingerson, Oliver D Hensley, Larry G. Hess, John A. Rodman NSF Fastlane 1995 Proliferation of era Systems Fastlane Commons Electronic Handbook NSPIRES etc. 5

History of era Public Law (PL) 106 & 107 Fd Federal Financial i Assistance Management Improvement Act of 1999 Mandated the use of a common application and reporting system Forced Federal agencies to work together on a common system Public Law 106 107107 has since sunset and its work is now continued by the Grants Policy Committee (GPC). 6

History of era Grants.gov established in 2002 as part of governmental resource named E Grants Initiative Officially part of the President's Fiscal Year Management Agenda to improve government services to the public. 7

era today The Grants Policy Committee (GPC) consists it of grants policy experts from across the Federal government. GPC's vision is to improve the effectiveness of Federal financial assistance by: Simplifying the application process Streamlining financial assistance award and administration Improving quality and timeliness of information related to assistance Improving stewardship of Federal dollars 8

era today What is Grants.gov? Today, Grants.gov is a central storehouse for information on over 1,000 grant programs and provides access to approximately $500 billion in annual awards. A web based portal site For identifying federal opportunities, Collecting information about specific federal opportunities, and Applying for federal funding. 9

Why era? Leverage the convenience of web based b applications (simplify) Timely access to Information (streamline) Efficiency (streamline) Error Reduction (quality) Cost Reduction (stewardship of $$) 10

era today Grants.gov unifies federal pre award (sort of) Electronic systems for non federal sponsors still proliferate lf Web based software has continued to develop Non profit and For profit companies now develop software for pre award electronic research administration 11

Pre Award Needs Funding Opportunities i Proposal Development budget building Internal routing and approvals Compliance checks Proposal submission Reporting statistics Coordination with Award and Post Award needs 12

Pre Award Needs Electronic Tools: Databases Spreadsheets Networking Email Web sites Web programming 13

Electronic Pre Award Finding Funding Freebies Pid Paid Services Disseminating Opportunity Notices Self serve model Active approach Newsletters Web site postings 14

Finding Funding: Freebies Grants.gov FedBizOpps Agency Lists NSF NIH NASA NSPIRES EPA NCER Listserv Web Sites RSS Feeds & Podcasts 15

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Finding Funding: Paid Services COS InfoEd/SPIN IRIS ResearchResearch Foundation Center Online 23

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Electronic Pre Award Proposal Development budget building Agency Required Forms Internal Spreadsheets Internal Pre packaged Software Build your own software Subawards.com 29

Electronic Pre Award Routing and Approvals Paper routing form Electronic routing and approvals Auto routing within system System generated emails 30

Electronic Pre Award Proposal Submission Non federal proposalcentral p Individual web sites email submission Mailing CDs Federal: Grants.gov PureEdge, Adobe S2S Legacy Systems (Fastlane, Electronic Handbook, etc.) 31

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Electronic Pre Award Coordination i with ih other needs Pre Award reporting Award stage Post Award 34

Electronic Pre Award One Stop Shopping Cayuse Coeus Consortium grantsera FastGrant t ClickCommerce eresearch Portal Home grown 35

Coeus:Finding Opportunities 36

Cayuse:Finding Opportunities 37

Coeus: Building Budgets 38

Cayuse: Building Budgets 39

grantsera: Building Budgets 40

grantsera: Building Budgets 41

Coeus: Routing & Approval 42

Cayuse: Routing & Approval 43

grantsera: Routing & Approval 44

grantsera: Routing & Approval 45

Coeus: Integrated Submission 46

Cayuse:Integrated Submission 47

grantsera: Integrated Submission 48

What s right for your institution? Size Research structure Volume Resources IT capabilities 49

Preparing for era Internally Examine business practices Provide Training Secure resources Engage stakeholders and local IT Lead institutional change 50

What about Post Award? 51

Credit where credit is due Thanks to SRA for making previous versions of presentation available on which this presentation was built Thanks to the web for allowing constant searching and a deluge of information Thanks to my staff at Lehman College for their help and feedback 52

More Credit Thanks to Rosemary Hanlon and the Coeus Consortium for screen shots and information used. Thanks to Jeff Grettler at grantsera for screen shots used. RAMS grantsera Office (512) 243 7381 Thanks to Cayuse for screen shots used. 503.297.2108 x202 www.cayuse.com 53

WHAT IS YOUR ERA EXPERIENCE?

Director, Lehman College Office of Research & Sponsored Programs stephanie.endy@lehman.cuny.edu (718) 960 8107 STEPHANIE ENDY