1. Orion Microsystems, Inc. Grant Reporting System
GLOWS
Grant Reporting System
October 28, 2003

2. Federal Grant.gov Overview
(Source: Grants.gov Program Overview - Charles Havekost, Program Manager)
Over 600 Grant Programs at 26 Federal Agencies
$300B to State and Local Governments via 141K Awards
$60B to Academia, Non-Profits, Others via 71K Awards
Grants.gov Goal 4:
“Standardize the collection of financial and progress report data in support of audit and performance measurement activities.”
October 28, 2003

3. Federal Grant.Gov Scope and Phases
(Source: Grants.gov Program Overview - Charles Havekost, Program Manager)
“Front Office” – Grant Community View
“Back Office” – Internal Grantor Business Processes
Intent
Find ID
Auth
Apply
Review/Award
Report
Funds
Progress
Oversight
Closeout
October 28, 2003

4. Orion Grant Reporting System
What Part of the Grant Process Is Orion’s Solution
(Source: Grants.Gov Program Overview - Charles Havekost, Program Manager
Reporting
Funds Progress
Review/Award
Closeout
“Front Office” – Grant Community View
“Back Office” – Internal Grantor Business Processes
Intent
Find ID
Auth
Apply
Review/Award
Report
Funds
Progress
Oversight
Closeout
Orion Grant Reporting System
Reports:
Late
Inaccurate
Inconsistent
Difficult to reconcile
Difficult to audit
Grant Officers Cannot Determine Status of Grants
Program Office Cannot Determine Compliance with Matching Funds
CFO Office Cannot Reconcile Obligations
October 28, 2003

5. Details Accounting & Management Control Over the Grant Process
Grantee Management
Grantor Management
Orion Grant Reporting System
Accounting & Reporting
Audit & Reconciliation
Performance & Metrics
Property Management
Award Closeout
Business Intelligence
Balanced Scorecard
Information Web Access
Details
October 28, 2003

6. Management Improvement Benefits
Research and analysis of grantee transactions
Balance Scorecard Reporting
Benefits for Grantor Agencies:
Core Accounting System SGL transaction accounting control
Performance metrics support for individual grant review
Program office can determine compliance with matching fund requirements
Benefits for Grantee Community:
Accounting control over grant transactions
Early identification of Grant variance from projected expected results
Benefits for Grantor & Grantee
Reduced cost for SF 269, 270, 272 & 272a report preparation & reconciliation
Grant asset accounting control for capitalized plant, property, and equipment
Business Intelligence capabilities for:
October 28, 2003

7. Questions and Answers
October 28, 2003

8. GLOWS Grant Reporting System
The Orion Solution
GLOWS Grant Reporting System
Accounting Control & Management Over Grant Process
E-Gov Web Integration
Data Warehouse & Business Intelligence
Performance Metrics
Performance Assessment Rating Tool (PART) Integration
Balanced Scorecard
Audit Trail for Tracking of Detail Grant Transactions
Accounting Control & Management Over Grant Process
Integrated of Grantor and Grantee systems
Web-Based – Internet Accessible:
All authorized users
EGov – Grants.gov Integration
Accounting Controlled - JFMIP, US SGL compliant
Interface capabilities (xml format) for:
Data import of Grantees transactions from in-house accounting systems
Data import of payment transactions from PMS, ASAP, other systems
Data export of SGL transactions to Grantor's core accounting system
Workflow support through automatic notification of users
Automated preparation Forms 269, 270, 272, 272a & on-line access
Data Warehouse & Business Intelligence
Performance Metrics
Balanced Scorecard
Audit trail for tracking of detail grant transactions
October 28, 2003

9. Cost Benefit
October 28, 2003

10. Estimated Agency Grant Savings
Cost Benefit
212,000 Grant Awards
1,000,000 Grant Awards
Estimated Agency Grant Savings
October 28, 2003

11. Orion Microsystems, Inc. Grant Management Reporting System1 2 6 7 8 9 3 4 5
Grant Events
Program Grant Award
Finance Grant System Setup
Finance Award Certification
Grantee Processing a Grantee Obligation b Grantee Direct Cost Oblg c Grantee Direct Cost d Program Income e Indirect Cost
ASAP & PMS Drawdown
Regulatory Forms
Web Portal Interface
Inquiry
Finance SGL Interface
Grantee Data Entry a. Obligation
b. Direct Cost Oblg
c. Direct Cost
d. Program Income
e. Indirect Cost
Optional Interface
Grantee Using Full In-House GLOWS 4
Grant Event 4 Grantee Processing
Alternative 3
Grant Award Certification
Core Accounting System SGL 3a
Grant Event 3 Finance Award Certification 5
Grant Event 5 ASAP & PMS Drawdown
Grant Event 2 Finance Grant System Setup
Grant System Setup 2
SGL Interface
Reconciliation 1) Required if 3a SGL Update 2) Not Required if SGL Update 9
Reports
Grant Event 9 Finance SGL Interface 1
Grant Event 1 Program Grant Award
Grant Reporting SF269 SF270 SF272 6
Forms
Grant Event 6 Regulatory Forms 8
CFO Auditors Inspector General Congress OMB
Grant Event 8 Inquiry
Business Intelligence Web Portal
Optional 7
Grant Event 7 Web Portal Interface
Finance Office
Program Office
Grantor Agency
ASAP & PMS
Firewall
GLOWS
Processor
Database
Application Service Provider
E-Grant
Portal
Grant Application
Grant Accounting & Reporting
E-Gov
October 28, 2003

12. Grant Management Reporting System Application Service Provider
Grantor Agency
Finance Office
Program Office
E-Gov
SGL Interface
OMB Forms
269, 270 & 272
E-Grant Portal
Grant Accounting
Grant Application
ASAP & PMS
Firewall
Firewall
Application Service Provider
Firewall
GLOWS
Firewall
Grantee
Processor
Business Intelligence Portal
Firewall
Firewall
Database
Firewall
Firewall
October 28, 2003