An Administrator’s Guide to Grant Management Presented by WCRI Research Administration and WCH Finance Department Grant Management 201 new thinking

1.What should I do when I plan to submit a grant? 2.How do I open a Research Cost Centre? 3.Which forms do I use when I want to start spending project funds? 4.How do I assign account codes? 5.Who do I contact regarding HR issues: hiring, payment, rate etc? 6.Payroll 7.Useful information 8.Year end transfers 9.Q and A’s new thinking Table of Content

At least 2 weeks prior to grant deadline: –Inform Grant Coordinator of intention to submit At least 2 business days prior to the grant deadline Investigator should provide: –Completed WCRI Research Activities Submission form –Grant Summary Page –Full Budget & Budget Justification –Signature Pages A budget must be submitted to Research Manager for review prior to each grant submission. 1. What should I do when I plan to submit a grant? new thinking

Grant Coordinator requires the following information: 1.Approval letter 2.Budget outline & budget justification that reflect the funded amount 3.1 page summary of research project 4.REB approval if applicable 5.PI’s Department Head information 2. How do I open a Research Cost Centre? new thinking

1.WCRI Form 001_Request New Research Cost Center 2.WCRI Form 002_CC Change Authorization Form (Inactivate/Close CC) 3.WCRI Form 003_Disbursement 4.WCRI Form 003I_Invoice Justification 5.WCRI Form 004_Deposit Request 6.WCRI Form 007_Transfer Request 7.FOCUS GROUP HONORARIUM 3. Which forms do I use when I want to start spending project funds? new thinking

4. How do I assign account codes? new thinking Frequent Use Account Code List

PI/RA must communicate any current or change of funding related correspondence that PI/RA is aware of: –Approval of Funding extension –Revised budget –Reporting date or Reporting specification PI/RA must communicate with Finance at least 1 month in advance regarding Financial Report Due Date. Important Points of Communication new thinking

Rohini Soni Director, Research Operations New information regarding research hires 5. Who do I contact regarding HR issues: hiring, payment, rate etc? new thinking

11. Payroll 12. Useful information 13. Year end transfers FINANCE new thinking