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Sponsored Portal and Brio Changes. Sponsored Projects Data Warehouse User’s Group Meeting October 10, 2002. Agenda. Overview of changes Portal demo Brio demo Upcoming enhancements. Major Changes. New data elements Combined award/proposal table Status codes Single investigator table - PowerPoint PPT Presentation
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Sponsored Portal and Brio Changes
Sponsored Projects Data Warehouse User’s Group MeetingOctober 10, 2002
Agenda Overview of changes Portal demo Brio demo Upcoming enhancements
Major Changes New data elements Combined award/proposal table Status codes Single investigator table History view Brio changes
SponsDW Basic Structure
GCOProgram Name
Distribution
Department
Deliverable
Award Proposal
F & A Rates History
Status Group
Sponsor
Investigator
New Data Elements More closely matches information
collected on Form 10 F&A information Cost sharing Compliances (limited access)
Key dates Project history
Combined Award Proposal Table Single table containing awards and
proposals Improves response time in Portal Reduces number of Brio documents Allows reports with both awards and
proposals Use Award_or_Proposal field to select only
“AWARD” or only “PROPOSAL”
Status Codes Codes renamed to reflect a more
general campus view Additional codes to identify more
stages in life of project Status code groups to simplify
queries
Proposal Codes PURO-PROPOSAL UNDER REVIEW BY OSP (I-In Progress): The
proposal is being reviewed. It has not yet been submitted to the sponsor. This is the default status for all new proposal records.
PURS-PROPOSAL UNDER REVIEW BY SPONSOR (was P-Pending Proposal): The proposal has been submitted and is under consideration by the sponsor. This is considered an "pending" proposal.
PNF-PROPOSAL NOT FUNDED BY SPONSOR (was D-Declined): The sponsor has notified Cornell that the proposal will not be funded.
PW-PROPOSAL WITHDRAWN BY CORNELL (was W-Withdrawn): The proposal was withdrawn by Cornell before a funding decision was made.
PG-PROPOSAL-GIFT (was G-Gift): It was determined that the proposal will be treated as a gift and tracked by Foundation Relations. No award record is created in EZRA.
PA-PROPOSAL AWARDED (was A-Awarded): The proposal was funded. A proposal record will be maintained in EZRA, but a new award record has been created.
Award Status Codes ANA-AWARD NOT ACCEPTED (was NA-Not Awarded): The proposal was
accepted by the sponsor, but Cornell has declined to accept it. ANF-AWARD NOT FUNDED (was NF-Not Funded): After having initially
indicated that the proposal would be funded the sponsor has decided not to fund the project.
AIPS-AWARD IN PROCESS BY SPONSOR (was P-Pending Award): The sponsor has indicated that they wish to fund the proposal.
AIN-AWARD IN NEGOTIATION: The sponsor has indicated that they wish to fund the proposal. Award documents not yet signed.
APC-AWARD PENDING COMPLIANCES: The award acceptance is on hold waiting for all compliance requirements to be completed.
AS-AWARD SIGNED BY CORNELL:The award documents have been signed by Cornell, but not by the sponsor.
ASAP-AWARD SIGNED BY ALL PARTIES (was FE-Fully Executed): The award documents have been signed by all parties. Notification of the award acceptance has been provided to SFA, the department, the PI and others on campus. The project work is underway.
APA-AWARD PENDING AMENDMENT (was FP-Fully Executed/Pending): The award, previously accepted, is now pending an amendment.
Closed Award Status Codes
AAC-AWARD AWAITING CLOSEOUT (was H-Holding): The award period has ended, no amendments are pending. OSP is waiting for notification that final deliverables have been provided to the sponsor.
AC-AWARD CLOSED (T-Terminated): The award period has ended and all deliverables have been submitted. The hardcopy award file is archived for a period of time specified in the retention period after which time it is destroyed.
RD-RECORD DELETED
Status Group Table
Because of the complexity and number of codes, a number of special terms are used to refer to groups of statuses:
"Pending Proposal": (status of PURS) The proposal has been submitted and is under consideration by the sponsor.
"Pending Award": (status of AIPS, AIN, AS, APC or APA) The sponsor has indicated that they wish to fund the proposal or amendment. The award documents have not yet been signed.
"Active Award": (status of ASAP or APA) The award documents have been signed. The project work is underway. There may or may not be amendments under consideration.
"Pending & Active Award": (status AIPS, AIN, AS, APC, ASAP or APA) The sponsors has indicated that they will fund the award or amendment. The award documents may or may not have been signed.
"Pending Proposal or Active Award": (status of PURS, AIPS, AIN, AS, APC, ASAP or APA) The project is in some stage of activity by the sponsor, OSP office and/or researcher.
Status Group Table (cont.) Status code Status description
Pending Proposal (Yes or No) Pending Award (Yes or No) Active Award (Yes or No) Pending & Active Award (Yes or No) Pending Proposal Active Award (Yes or No)
Investigator Table Includes both PI and CoPIs Only one PI per proposal/award Use Investigator Role to limit to PI
only (values PI or CO) Without PI limit, may return multiple
records per project
Project Timeline
Past Present Future
History Table
Status Group Table
Deliverables Table
History Table Event code Date Comment Other event specific fields. Usually those
that changed as a result of the event (e.g., mod number, amount, sponsor, PI)
There will usually be many events per project
History Table (cont.) Types of events recorded
All status changes Award documents: received/reviewed/
approved/distributed Award change: budget revision/key
personnel/no cost extension/scope Award terminated early Compliance use rescinded/reinstated
Brio Changes Must rebuild saved Brio reports Single Award/Proposal subdirectory Status group table Single table for PI and Co-Pis Additional limits on pre-formated
reports Code lookup table moved to
Award/Proposal subdirectory
Sponsored Portal vs. Brio
Why Use the Sponsored Portal:
Look up individual awards and proposals based on pre-defined criteria.
Submit new account request forms, subcontract requests, change requests.
Generate simple list of awards & proposals based on pre-defined criteria.
Why Use Brio: Look up individual and/or
large batches of awards and proposals based on criteria you define in queries.
Create reports defined by your own criteria, with the option of presenting the data in a variety of formats including charts or pivot tables
Save the queries and reports as templates so you can process them as needed.
Sponsored Portal Demo
Brio Demo
Future Enhancements New data elements in Portal Award notification by e-mail Required use of Portal for
New Account Requests Subcontract and consulting requests Other change requests
New Data Marts Subcontract and consulting agreements Research expenditures Patents & licenses Combined Sponsored/Accounting Brio models
Brio Training OpeningsRegister at
http://register.cit.cornell.edu:8000/class_search.cfm
Class No. Date Open Seats
1643 10/31 3
1644 11/14 8
1645 11/21 9
1640 12/5 4 (novice)
1646 12/19 8
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