Professional Documents
Culture Documents
Overview Grant MGT
Overview Grant MGT
- Grantee Workshop
Keith Harmon
Campus &
Program
Marketing
Revenue
Management
Management of
Recruitment &
Auxillary
Alumni Services
Prospect Service
Services
Institutional
Development
Student
Receivables
Students Life
Class &
Examination
Planning
Grants Management
Planning,
Application &
Preaward
Research
Management
Record/Case &
Workflow Definition
Managerial
Accounting
Marketing
Program
Management
Studies Management
Records Management
Financial
Accounting
Resources &
Scheduling
Academic Advising
& Career Placement
Learning
Architecture
Media Services
Reporting to
Sponsors &
Closeout
Grantor
Management
Workflow Execution
Workflow Monitoring
Records Lifecycle
Management
Information Retrieval
Human Resource
Management
Organization &
Position
Management
Procurement Process
Goods & Services Sales
Inventory Management Facility Management Reimbursable Services
Management
& Distribution
Business Support
Recruitment
Personnel
Administration
Time
Management
Property Management
Real Estate
Payroll
Accounting
Travel Management
Oct
1999
Nov
1999
Project
Plan
Project
Begins
May
2000
Customer site
visits Gather
Requirements
May
2001
Development
Phase
July
2002
Q3
2003
Prototype
Demonstration
Continued
Development
EAPS 1.10
EAPS 2.0
Restricted
Release Pilot
Customers only
Default
Release
Pilot Customers
Initial Requirements:
n
n
n
Duke University
City of Phoenix
World Organization
Implementation Sites:
n
n
n
City of Phoenix
World Organization
Queensburough Library
Massachusetts Institute of
Technology (MIT)
Public Sector:
n
Commonwealth of Pennsylvania
University of Tennessee
University of Nebraska
Industry Canada
University of Toronto
Health Canada
Agriculture Canada
University of Mississippi
K-12:
n
Functional Overview
Grants Management - Grantee addresses the special needs of
sponsored program administration for Grantee organizations:
n Provides separate view of Grantees data from the sponsors
perspective for managing and reporting all awards
n Pre-award and post-award administration:
u
Proposal
Application
u Award
u
Close-out
Functional Overview
Supports the following Billing scenarios
n Resource related billing (i.e. cost reimbursement)
n Periodic billing (i.e. installments)
n Milestone billing
n Manual billing
Grant
Fund(s)
Sponsored
Program(s)
Sponsored
Class(es)
Ext.
Fund X
Sponsor X
Grant 2
Sponsor Y
Grant 3
Grant to Sponsor N:1
Grant to Sponsored Program N:N
Grant to Fund (internal or external) N:N
Grant to Sponsored Class N:N
Sponsored Class to Sponsored Program N:N
Ext.
Fund X
Int.
Fund 1
Ext.
Fund Y
Int.
Fund 2
Sponsored
Program A
Class 1
Class 2
Sponsored
Program B
Class 2
Class 3
1/00
12/02
1/01
1/00
1/02
1/01
12/02
1/02
12/02
Budget Validity
Grants Management (GM)
Funds Management (FM)
Grantees
FY Variant 4/99
April to
March
4/00
4/01
GM Budget Validity
1/00
FM Budget Validity
SAP AG 2003, Grants Management - Grantee, Keith Harmon / 12
1a
4/02
4/00
1/01
1b
2a
4/03
4/01
1/02 04/02
2b
3a
12/02
3a
Class
Relevant ?
NIH
Material
NIH
Equipment
NIH
Salaries
Grant
Class
Relevant?
GR-011
Material
GR-011
Equipment
GR-011
Salaries
Program
Class
From
To
IDC %
Sponsor
IDC Rule
Grant
IDC Rule
Research
Material
XX
XX
15%
NIH
Liabilities
GR-011
Liabilities
Research
Salaries
XX
XX
10%
Value Types
Liabilities
54
Payments
57
Program
Class
CAP
Research
Material
10,000
Research
Salaries
15,000
From
To
Recovery %
CAP
INT_01
XX
XX
50%
10K
INT_02
XX
XX
50%
Grant
Type
Dummy
Cash/Bank
Account
Indirect
Cost
Expense
IDC
Expense
Class
Grant Cost
Reimbursement
IDC
Reimbursement
Class
Research
110000
741000
IDC Exp
414000
IDC Recovery
Federal
110000
741000
IDC Exp
414000
IDC Recovery
Grant0
Program
Class
Fund
WBS
GR-011
Research
Material
Ext 1
PR-1
1,500.00
GR-011
Research
Material
Ext 1
PR-2
750.00
GR-011
Research
Salaries
Ext 1
PR-1
600.00
GR-011
Research
Equipment
Ext 1
Dr/Cr
Grant
Program
Dr
GR-011
Research
Dr
GR-011
Dr
CC-1
Amount
Expense
Billable
800.00
Revenue Not
Billable
Class
Fund
WBS
Amount
741000
IDC Exp
Ext 1
PR-1
225.00
Research
741000
IDC Exp
Ext 1
PR-2
112.50
GR-011
Research
741000
IDC Exp
Ext 1
PR-1
60.00
Cr
GR-011
Research
414000
IDC Recovery
Ext 1
PR-1
225.00
Cr
GR-011
Research
414000
IDC Recovery
Ext 1
PR-2
112.50
Cr
GR-011
Research
414000
IDC Recovery
Ext 1
PR-1
60.00
DR
GR-011
Research
110000
INT/Shared
397.50
CR
GR-011
Research
110000
Ext 1
397.50
GL
Account
CC
Allocation
Posting
Scenarios
Cost reimbursement
Milestone Billing
Periodic Billing Plans
Manual Billing
Sponsored Class
Budgeting with FM integration
GM Funds Availability Checking
Grant derived automatically and stored in documents
Records Management
Billing payment plan, no down payments
Basic Organizational reports
Overhead costing Indirect Cost Calculation Program
Authorizations
Completed workflow
Revolving/Pass through Grants
Decoupling from FM
Recipient Management (Case Management)
CRM integration
Tracking Intellectual Properties
Cash Management (CMIA implementation)
Archiving
Internet scenarios
HR and Position Management Integration
Time and Effort reporting