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Progress Report Preparation and Submission

Progress Report Preparation and Submission. Learning Objectives. As a result of participating in the Research Administration Services Progress Reporting course, you will: Understand the overall Progress Reporting process Understand the role of the RAS unit in the process.

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Progress Report Preparation and Submission

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  1. Progress Report Preparation and Submission

  2. Learning Objectives • As a result of participating in the Research Administration Services Progress Reporting course, you will: • Understand the overall Progress Reporting process • Understand the role of the RAS unit in the process

  3. Pre Requisite Training Recommendations • Compass • Accounting Basics • Budgeting Basics • Reporting Basics • Inquiry and Query Basics • EPEX

  4. Background • NIH moved the progress reporting tool from Electronic Streamlined Non-Competing Award Process (eSNAP) to Research Performance Progress Report (RPPR) in 2013 • Beginning April 2013, the RAS units launched with the pilot of two units • Around that time, a small number of RAS – C&I Pre Award staff submitted progress reports in the RPPR system, with financial input from Post Award staff • PI interaction on these submissions varied by department • During the RAS transition, the progress reporting SOP and associated functions were defined as a Post Award activity • Slide 7 outlines the process as outlined in the RAS SOP

  5. Systems Involved in Progress Reporting • Submitting a progress report involves multiple systems: • Agencies (RPPR – NIH only) • PeopleSoft Financials (Compass) and Emory Proposal Express (EPEX) in Compass Grants • Electronic Conflict of Interest (eCOI) • Electronic Notice of Awards (eNOA)

  6. Process as outlined in SOP • Principal Investigator (PI) provides updated goals and progress to Post Award Administrator • Post Award Administrator creates next year’s budget and determines any carryover balances • Carryover information is noted on the agency reports (RPPR for NIH) • Budget details for next budget period are outlined using standard Excel format • Post Award Administrator creates new eCOI report for project and sends to Key Personnel to certify COI • Post Award Administrator creates EPEX record for routing to OSP and includes budget information, eCOI, eNOA, and any other relevant information • Post Award Administrator works with PI to finalize agency report forms • Forms are uploaded and routed with EPEX record to OSP (standard approvals apply)

  7. Process Overview

  8. Process Note • Please note that, for purposes of this training, this process is shown as a Post Award function. • Each RAS will determine whether Progress Reporting is carried out as a Post Award function, a Pre Award function, or a combination of both.

  9. Revised Process - Details • PI should enter applicable data into agency forms with assistance from Post Award staff • May require up-front communication • Post Award Administrator updates financials, creates budget, and saves previous eNOA • This information will be uploaded directly into Compass, once the record exists • Any determined carryover amounts will be communicated to the PI for integration into the agency forms • Post Award Administrator works with PI to finalize agency forms • Post Award Administrator creates: • EPEX record • eCOI and uploads completed report into EPEX, along with relevant documentation • Once finalized, Post Award Administrator routes agency forms, budget, eCOI, eNOA, and ICA (if applicable) in EPEX as standard proposal • Post Award Administrator will monitor and update PI as appropriate, to ensure timely submission

  10. Questions?

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