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Proposal Tracking System (PTS)

Proposal Tracking System (PTS). Sahar Angadjivand, MPP Candidate ‘13 CFANS Data & Business Intelligence Research Assistant November 17, 2011. Problem. CFANS Grants Management needed an effective and efficient way to track pre award activity. Goals: Eliminate the use of paper

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Proposal Tracking System (PTS)

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  1. Proposal Tracking System (PTS) Sahar Angadjivand, MPP Candidate ‘13 CFANS Data & Business Intelligence Research Assistant November 17, 2011

  2. Problem • CFANS Grants Management needed an effective and efficient way to track pre award activity. • Goals: • Eliminate the use of paper • Have a system that can be accessed by many users

  3. Solution • Decision: administration of pre award grant activity to be 100% electronically processed. • Database and website application created in December 2010 • Supervised by Steve Gillard, CFANS Director of Data and Business Intelligence • Major contribution from Tram Le, CFANS Web Programmer and Database Developer

  4. Subtext (arial, bold, font size 22)

  5. Functions of PTS • As of Spring 2011, PTS has evolved to a reporting tool for decision making. • The data captured can produce: • Grant trend reports • Department Productivity and Financial Analysis

  6. ICR FY09 Earned

  7. Current Process • The website has improved performance: • Cut down on pre award administration time • Eliminates constant back and forth emails • Allows CFANS to be transparent and accountable on the grant administration process

  8. Recent Feedback • Some may say: • This information exists in EGMS • Is it important to measure pre award information so intensely?

  9. Synopsis • Present system: • Has eliminated use of paper and filing space • Strong record retention and security features • Easy to access website • Multi-user Future plans: • To see the “life of the grant,” we are in the development stage of incorporating PTS with Notice of Grant Awards (NOGA) and Burn Rate

  10. Contact Information • Sahar Angadjivand • CFANS Data & Business Intelligence Research Assistant • Master of Public Policy Candidate ‘13 • Email: angad001@umn.edu • Office phone: 612.624.4212 • Steve Gillard • CFANS Director of Data & Business Intelligence • Email: sgillard@umn.edu • Office phone: 612.625.6792

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