U FIRST Division of Sponsored Programs Phone:

Background Implementing Click Grants “UFIRST” as part of the overall program to improve the way we administer research at UF Streamline processes Provide user-friendly systems for tracking and reporting Target our resources where they can have the most impact Increase training and education Introduce a system that works for all units on campus WILL REPLACE ALL OTHER PROPOSAL ROUTING TOOLS – NO MORE PROPOSAL EXPRESS OR DSP-1 FORMS

Timeline

Major Improvements & Benefits  Transparency Where is my proposal? Has it been submitted? What was the final submitted budget? Scope of work? What amount of cost share is committed by whom?  Consistency Everyone in the same system speaking the same language  Data & Reporting Captures keywords, proposed amounts, lists of all key personnel and commitments Access to canned reports & data for any ad hoc needs  Streamlined Workflow

Old Workflow

New Workflow TST Major Differences: PI certification doesn’t need to kick off workflow and can occur with only draft science. PI can certify any time prior to submission to DSP. Cost share approval happens FIRST and online Only primary chair & dean sign. Others notified. Ad hoc approvals can be added for any purpose at any time

Implementation Team Technical Team Greg McEachern Nigel Chong-You Don Harrison Armando Parra Raymond Lukowe Barbara Lindsey Jason Gomez Campus Functional Team Jan Machnik - Engineering Dorothea Roebuck – Health & Human Performance Sandra Smith – College of Medicine Ericka Solano – Department of Medicine DSP Representatives Adrienne Fagan Joyce Jackson Kelly Jacoby

Preview

Worklist Add text here

Proposal Workspace Add text here

Approvals Tracking Add text here TST

Proposal Smart Form

PI Certify Add text here

Sending

Budget Workspaces Add text here

Personnel Budgeting Add text here