Process Overview
Abbreviations
- PI - refers to the principal investigator and/or a staff member with delegated authority
- Sponsor - the organization or person providing the grant/contract
- OSP - Office of Sponsored Programs (Authorized Official)
- GCA - Grant and Contract Administrator
- SFRA - Senior Financial Research Administrator
The following outlines the different post-award stages, steps taken, and roles and responsibilities when an award includes cost sharing.
Timing | Role | Action |
---|---|---|
Approval / Acceptance / Setup | Sponsor | Approves the proposal, issues the award including cost share commitment, and notifies UMass Lowell Office of Sponsored Programs. |
GCA | Reviews and confirms the cost share.
Notifies Department / PI budget has been set up. Notes the Cost share commitment in PS (amount/detail) | |
PI | Reviews/commits** to the cost share.
**It is the PI's responsibility to ensure that the cost sharing pledge on the grant or contract is correct and that it is met on schedule. | |
Throughout the Life of a Grant | PI | At the frequency required by the contract, but no less than quarterly, review the cost share activity.
Document and report to SFRA. |
SFRA | Works with PI to document the activity and track the details for reporting. | |
Closing | SFRA | Closes budget once all expenditures have posted.
Reports to the sponsor as required. |
PI / SFRA | Ensures the cost share has been collected and reported to sponsor. |
Changes to mandatory cost sharing commitments must be reviewed and approved by UMass Lowell Office of Sponsored Programs, and often by the sponsor, as well.