Process & Work Instructions - Table of Contents

04/12/2012 - 5:25pm
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About this manual

The Process & Work Instructions provide the "how to" detail for Investigators, Research Advancement (RA) staff or ORSPA staff responsible for each step of the Research Administration Process.  The flowcharts on these pages graphically present the overall research administration process with a specific color representation: Maroon for ORSPA responsibilities, Gold for Unit responsibilities, and Grey for PI responsibilities that cannot be delegated to RA staff.

Table of contents

Table of contents for the work instructions by process: 

Define Opportunity:

WI-DO-01 Identify funding

WI-DO-10 Screen RFPs for eligibilities

WI-DO-20 Provide tools and training 

WI-DO-30 Screen RFP's 

WI-DO-40 Define requirements and obtain institutional support

WI-DO-50 Submit internal proposal 

WI-DO-60 Review and selection of internal proposals

Develop Proposal:

WI-DP-01 Sponsor forms 

WI-DP-03 Proposal plan

WI-DP-50 Obtain approvals

WI-DP-40 Technical narrative

WI-DP-10 Draft budget and justification 

WI-DP-30 Review budget with ORSPA

WI-DP-60 Compile and review draft 

WI-DP-80 Submit to ORSPA

Submit and Negotiate:

WI-SN-10 Review proposal

WI-SN-40 Post submission actions 

WI-SN-55 Resolve space issues if needed

WI-SN-53 Proposal closeout

WI-SN-70 Negotiation

Award Setup:

WI-AS-10 Input from PNT, AMT and Units

WI-AS-15 Notification tasks 

WI-AS-40 Verification of request

WI-AS-50 Activate account(s) 

WI-AS-70 Account Notification

Manage Subawards:

WI-MS-01 Notify subawards & setup task 

WI-MS-30 Draft agreement & obtain signatures 

WI-MS-60 Distribute agreement & update Coeus 

WI-MS-80 Subaward invoicing 

WI-MS-100 Negotiate and issue modification 

Execute Project:

WI-EP-10 Initiate project 

WI-EP-60 Account monitoring 

WI-EP-70 Account monitoring

WI-EP-110 Submit invoice 

WI-EP-30 Letter of credit draw

WI-EP-40 Monitor and pursue collections

WI-EP-45 Cost share funding

WI-EP-130 Manage change

WI-EP-140 Review change request and prepare package 

Close Out:

WI-CP-01 Closeout project

WI-CP-05 Pre final closeout

WI-CP-10 Final invoice and reports

WI-CP-15 Subaward closeout

WI-CP-20 Close and archive accounts