1. U FIRST Division of Sponsored Programs Phone: 352-392-3516 Email: ufirst@research.ufl.edu

2. 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

3. Timeline

4. 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

5. Old Workflow

6. 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

7. 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 ufirst@research.ufl.edu http://research.ufl.edu/faculty-and-staff/initiatives.html

8. Preview

9. Worklist Add text here

10. Proposal Workspace Add text here

11. Approvals Tracking Add text here TST

12. Proposal Smart Form

13. PI Certify Add text here

14. Sending Email

15. Budget Workspaces Add text here

16. Personnel Budgeting Add text here