Set up an award
Award-setup brief
Bring funding, dates, source documents and unresolved questions into one handoff. Record the finding, owner and next action for each review area.
Prepare a setup brief →Tools & templates for research administration
Learn it.
Put it to work.
Build a review
Award financial review
Compare budget, actuals, commitments and remaining forecast. Keep your assumptions and next actions with the numbers.
Prepare a review →Explain a calculation
MTDC & F&A calculator
Work from direct costs to the base, with visible exclusions and separate subaward history.
Work through F&A →Review the evidence
Subrecipient invoice review
Use a fictional invoice case to identify supporting information and questions before the review can move forward.
Open the case and worksheet →Document a correction
Cost-transfer review
Separate discovery and posting dates, connect the charge to the award, and identify the explanation still needed.
Practice the review →Use a case before using a real award.
Each worksheet is paired with instructions, sources and a worked answer. Apply your institution’s procedures and the terms of the actual award when taking a decision forward.
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