Roles and Responsibilities

Research Administration Process
ORS
PI
DEPT
Identification of Funding Opportunities
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Search for opportunities
X
X
 
Distribute opportunity information
X
 
 
Store and provide application forms as necessary
X
 
 
Proposal Preparation
 
 
 
Develop and revise technical narrative
 
X
 
Assist PI in developing and revising non-technical narrative as appropriate/ relevant
X
 
 
Develop and revise budget
X
X
X
Provide guidance to PI on proposal preparation (See Note 1)
X
 
X
Proposal Review and Approval
 
 
 
Review and approve before sending to ORS
 
X
X
Provide institutional review of proposal
X
 
 
Provide additional review of proposal as appropriate/ relevant
X
 
 
Make revisions and corrections to proposal after institutional review
 
X
X
Provide institutional approval of proposal
X
 
 
Record proposal information for tracking
X
 
 
Proposal Submission
 
 
 
Mail proposals to sponsors
X
X
X
Assist PI in electronic submission of proposals to sponsors
X
 
 
Award Acceptance
 
 
 
Receive notification of grant or contract award
X
 
 
Send notification to department and other administrative offices
X
 
 
Negotiate terms and conditions with sponsor
X
 
 
Review and approve terms and conditions
X
 
 
Award Management
 
 
 
Maintain official award documents for sponsored projects
X
 
 
Interpret regulations, policies and procedures
X
 
 
Responsible Conduct of Research Plan  
X
 
Setup account(s) in financial accounting system
X
 
X
Comply with circulars and sponsor conditions for compliance at the transaction level
 
X
X
Ensure expenditures/cost transfers have been posted to accounts
 
 
X
Resolve issues related to unreconciled accounts
 
 
X
Prepare and submit invoices to sponsors
X
 
 
Ensure that all financial reports have been submitted to sponsor
X
 
 
Ensure that all technical reports have been submitted to sponsor
X
X
 
Ensure that all final invention/patent reports have been submitted to sponsor
X
X
 
Ensure that all property reports have been submitted to sponsor
X
X
 
Inactivate award account(s) in financial accounting system
X