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This document serves as a comprehensive guide for the Office of Sponsored Programs and Research, detailing procedures and best practices for managing externally funded projects, including pre-award
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How to fill out pre-award activities and post-award

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How to fill out Pre-Award Activities and Post-Award Management on Externally Funded Programs

01
Identify the funding opportunity and thoroughly review the guidelines.
02
Gather necessary documentation, such as organizational information, personnel qualifications, and project plans.
03
Develop a comprehensive proposal that includes goals, objectives, and a detailed budget.
04
Submit the proposal by the specified deadline, ensuring all required materials are included.
05
Once awarded, review the award agreement and ensure compliance with terms and conditions.
06
Establish a project management plan, including timelines, resource allocation, and performance metrics.
07
Monitor project progress regularly and document all activities and expenditures for reporting.
08
Engage with stakeholders and maintain communication with the funding agency throughout the project duration.
09
Submit required reports and updates as per the funding agency's schedule.

Who needs Pre-Award Activities and Post-Award Management on Externally Funded Programs?

01
Researchers and academic institutions seeking external funding for projects.
02
Grant administrators responsible for overseeing funding applications and compliance.
03
Project managers tasked with implementing funded programs and managing resources.
04
Financial officers who need to ensure budget adherence and financial reporting.
05
Collaboration partners who are involved in joint projects requiring coordinated efforts.
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People Also Ask about

This means that awards are managed from the beginning, or “pre-award” to “post award” (management of the award) finalizing in the closeout of an award. This approach allows for understanding of the award from inception to closeout.
Each organization might define “pre-award” and “post-award” differently. So in this post, for simplicity's sake, let's say pre-award is leading up to setting up an account to manage funding, and everything after that is post-award.
Each of the three phases has its own page that provides a more detailed look at the process: Pre-Award Phase - Funding Opportunities and Application Review. Award Phase - Award Decisions and Notifications. Post Award - Implementation, Reporting, and Closeout.
You need to collect, track, and monitor the data associated with your research for a number of reasons, such as reporting requirements. Pre-award data collection revolves around the proposal (such as budget), and post-award data collection is more about spending to date, results, and so forth.
Phase 1: Pre-Award In the role of the buyer during this phase, you will create requirements, research the market, analyze risks, and develop a contract plan prior to requesting solicitations.
Each of the three phases has its own page that provides a more detailed look at the process: Pre-Award Phase - Funding Opportunities and Application Review. Award Phase - Award Decisions and Notifications. Post Award - Implementation, Reporting, and Closeout.

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Pre-Award Activities refer to the tasks and processes necessary before funding is awarded, including proposal development, budget creation, and compliance checks. Post-Award Management encompasses the administration and oversight of the project once funding is received, ensuring adherence to the terms of the grant and the proper use of funds.
Typically, researchers, principal investigators, and grant administrators who are involved in applying for and managing externally funded programs are required to file these activities.
To fill out the form, individuals should provide detailed descriptions of the proposed project, budget estimates, compliance measures during the pre-award phase, and progress and financial reports during the post-award phase, ensuring all required documentation and data are accurate and complete.
The purpose is to ensure a systematic approach to securing and managing funds for research or projects, promoting effective use of resources, compliance with donor requirements, and successful project outcomes.
Information required typically includes project titles, goals, expected outcomes, budget breakdowns, compliance checks, personnel involved, timelines for deliverables, and financial expenditures during the award period.
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