MILESTONES Chanell L. Rome February 19, 2013
What is a Milestone? During the Grant and or Contract Agreement process, milestones are deliverables that are agreed upon between the Grantee and sponsor. Types of Milestones can be as follows: Technical Billing Financial Closeout http://www.udel.edu/research 1
Importance of Milestones Funding bodies monitor the funds they provide to an institution, and require that funds are spent as agreed, that milestones are met and that the project is completed on time. In some cases, sponsors may take into account a researcher s ability to deliver agreed outcomes in a timely fashion when considering a subsequent funding request. Not abiding by the conditions of award/funding agreement may lead to repercussions including, termination of funding. http://www.udel.edu/research 2
Improving Reporting Compliance at UD - COA will print Milestones (Technical, Financial etc) - Created reminder emails for all Stake Holders (PI s, Department Administrators, RO staff) http://www.udel.edu/research 3
MILESTONE EMAIL Award 13A00147 Milestone TECH is due on 2013-02-28. Please take an appropriate action to complete this task. Comments: Mid Term report Due on February 28, 2013, please see pg 2 of Research Contract under Section 11 for specifics regarding Reporting Please be aware there is an action you need to take. Refer to the award document for details. Thank you for your prompt attention to this requirement. Please do not reply to this message, contact the Research Office with any questions. *INACTIVE LINK* https://wafinprd.nss.udel.edu:4480/psp/fiprd/employee/erp/c/establish_awards.gm_awar D.GBL?Page=GM_AWD_MILE&Action=U&BUSINESS_UNIT=UOD01&CONTRACT_NUM=13A0014 7 http://www.udel.edu/research 4
Query GMQ_MILESTONE_W_PROJECT_ID http://www.udel.edu/research 5
http://www.udel.edu/research 6
Questions? http://www.udel.edu/research 7
Effort: the proposal budget, the project team page and what they affect 2/19/13 Dawn Jory Dawn Yasik
How does the data entered in the budget detail section of a proposal impact the Proposal Approval Summary webform Project Team Page Queries Effort Reporting System
Budget Detail Page The information entered on the budget detail page is used to show PI and Co-PI committed effort on the proposal approval webform. It is also used to enter committed effort on the project team page. Content Blocked http://www.udel.edu/research 10
Budget Detail Page The information entered on the budget detail page is used to show PI and Co-PI committed effort on the proposal approval webform. It is also used to enter committed effort on the project team page. Content Blocked http://www.udel.edu/research 11
Project Team Page All individuals entered on the Resource tab in the proposal will appear in project team. Only enter the PI, Co-PI, and Key Personnel Content Blocked http://www.udel.edu/research 12
Project Team Page The information on the project team page is entered by the C&G from the data provided on the budget detail screen during the proposal process Content Blocked http://www.udel.edu/research 13
Chart Of Accounts http://www.udel.edu/research 14
Effort Queries http://www.udel.edu/research 15
Effort Queries http://www.udel.edu/research 16
Effort Queries
Project Team Page Content Blocked http://www.udel.edu/research 18
Effort Report http://www.udel.edu/research 19
Effort Query http://www.udel.edu/research 20
Project Team Page Content Blocked http://www.udel.edu/research 21
Effort Report http://www.udel.edu/research 22
Automatic Closeout Report and Effort The ACR report only looks at Cost Shared Effort commitments that are entered into the budget lines in PeopleSoft. The expended amount comes from expenditures that are tagged with the grant project and post to the system. Content Blocked Content Blocked http://www.udel.edu/research 23
Automatic Closeout Report and Effort The Labor Allocations Module section is a good tool to use during the life of the award as it tells you who is tagged to the project for both direct and cost share salaries. It is also a reminder at the end of the award to change the LAM so no additional salaries post to the award. Content Blocked http://www.udel.edu/research 24
HELP UD budget template Located at Getting Started in Research FAQ# 17 How do I construct a budget? http://www.udel.edu/research/preparing/proposalguide-1time.html UD effort training Located in the Training link in the Researcher Toolbox http://www.udel.edu/research/training/efforttraining.html Dawn Yasik, Effort Manager dyasik@udel.edu x4956 http://www.udel.edu/research 25
Questions? http://www.udel.edu/research 26