Reporting and Status Tracking Clause Samples

Reporting and Status Tracking x. Describe how your system provides status tracking throughout the proposal development and award negotiation process to both investigators and central office personnel. Throughout the process, status of the proposal is tracked. As both PIs and central office personnel log into the system, they can immediately see where the proposals are in the process through the “Dashboard” concept, which provides a visual snapshot of all proposals appropriate to the individual and where they are in the proposal process. y. Describe how the tracking process provides information as to where the proposal or award document is ‘located’ and under whose responsibility (e.g. no action taken, in export control office, waiting on PI information, sponsor is reviewing terms & conditions under negotiation). See “x.” above. They system allows for navigation into the status “buckets” to view lists of proposals and then individual proposals. This is part of the extensive and detailed workflow management system, which is configured for your institution. z. Describe how your system provides for comments to be added to proposals or awards being routed through the system. Identify if there is capability for both public and private comments. There is extensive capacity for comments. There is limited ability to constrain viewing of comments, but more sensitive commentary can be included on attached documents, which have fine‐grained access permissions. aa. Describe the system’s standard reporting and ad hoc reporting capabilities available to central office and distributed departments across an institution for both proposals and awards. There is extensive standard reporting available out of the box. There are around 50 standard reports that address pre‐ and post‐award activity. The standard reports contain a large amount of data and can easily be exported to Excel for manipulation and editing if desired. bb. Describe the reporting tool used or recommended to be used to perform standard or ad hoc reporting. You can use any external reporting tool that can query a standard database file. Crystal Reports and Jasper Reports are two commonly used tools. Data can be accessed from the Cayuse 424 and Cayuse SP databases. cc. Describe how users can create or establish user defined fields or attributes to use for tracking and reporting purposes. Is there a limit to the number of fields that can be established? Currently, user‐defined fields can be added only by Cayuse as a customization request. The...
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Reporting and Status Tracking a. Describe how your system provides status tracking throughout the proposal development and award negotiation process to both investigators and central office personnel. b. Describe how the tracking process provides information as to where the proposal or award document is ‘located’ and under whose responsibility (e.g. no action taken, in export control office, waiting on PI information, sponsor is reviewing terms & conditions under negotiation). c. Describe how your system provides for comments to be added to proposals or awards being routed through the system. Identify if there is capability for both public and private comments. d. Describe the system’s standard reporting and ad hoc reporting capabilities available to central office and distributed departments across an institution for both proposals and awards. e. Describe the reporting tool used or recommended to be used to perform standard or ad hoc reporting. f. Describe how users can create or establish user defined fields or attributes to use for tracking and reporting purposes. Is there a limit to the number of fields that can be established? g. Describe any separate data warehouse capabilities. h. Describe how proposal budget information can be accessed either as a document or data to be incorporated into other programs locally, and how the budget information can be matched correctly to the final award amount on a contract. i. Describe how data can be accessed for extraction to the Virginia Tech enterprise data warehouse Extract/Transform/Load (ETL) nightly procedure or for other queries and programs developed at Virginia Tech.
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Related to Reporting and Status Tracking

  • Reporting and Monitoring Please provide a brief description of the mechanisms proposed for this project for reporting to the UNDP and partners, including a reporting schedule.

  • Reporting and Record Keeping CONTRACTOR shall comply with all program and fiscal reporting requirements set forth by appropriate Federal, State and local agencies, and as required by the COUNTY. (c) CONTRACTOR agrees to provide to COUNTY, to any Federal or State department having monitoring or review authority, to COUNTY's authorized representatives, and/or their appropriate audit agencies upon reasonable notice, access to and the right to examine all records and documents necessary to determine compliance with relevant Federal, State, and local statutes, rules and regulations, and this Agreement, and to evaluate the quality, appropriateness and timeliness of services performed.

  • Reporting and Recordkeeping The ownership of the property whether securities, cash and/or other property, and whether held by the Custodian or a subcustodian or in a depository, clearing agency or clearing system, shall be clearly recorded on the Custodian's books as belonging to the Series and not for the Custodian's own interest. Where certificates are legended or otherwise not fungible with publicly traded certificates (and in other cases where the Custodian and the Series may agree), the Series reserves the right to instruct the Custodian as to the name only in which such securities shall be registered and the Custodian, to the extent reasonably practicable, shall comply with such Instructions; provided, however, if the Custodian reasonably determines that compliance with such Instructions is not reasonably practicable or otherwise may conflict with applicable law, rule or regulation, the Custodian shall promptly notify the Series and shall comply with reasonable alternatives as to which the parties may agree. The Custodian shall keep accurate and detailed accounts of all investments, receipts, disbursements and other transactions for the Series. All accounts, books and records of the Custodian relating thereto shall be open to inspection and audit at all reasonable times during normal business hours of the Custodian by any person designated by the Series. All such books, records and accounts shall be maintained and preserved in the form reasonably requested by the Series and in accordance with the Act and the Rules and Regulations thereunder, including, without limitation, Section 31 thereof and Rule 31a-1 and 31a-2 thereunder. All books, records and accounts pertaining to the Series, which are in the possession of the Custodian, shall be the property of the Fund and such materials or (unless the delivery of original materials is required pursuant to applicable law) legible copies thereof in a format reasonably acceptable to the Fund, shall be surrendered promptly upon request; provided, however, that the Custodian shall be entitled to retain a copy or the original of any such books, records and accounts as may be required or permitted by applicable law and the Custodian's own policies and procedures. The Custodian will supply to the Series from time to time, as mutually agreed upon, a statement in respect to any property of the Series held by the Custodian or by a subcustodian.

  • Monitoring and Compliance Every year during the term of this Agreement on the anniversary date of the effective date of the Agreement, the Restaurant shall provide to the United States a narrative report of the actions taken during the reporting period to remove any barriers to access and otherwise enhance accessibility for individuals with disabilities at the Restaurant and any plans for action concerning ADA compliance in the coming year. The report shall include as an exhibit copies of any complaint, whether formal or informal, received during the reporting period alleging that the Restaurant was not being operated in compliance with the ADA or otherwise discriminated against any person on account of disability. The Owner and Operator of the Restaurant shall cooperate in good faith with any and all reasonable requests by the United States for access to the Restaurant and for information and documents concerning the Restaurant's compliance with this Agreement and the ADA. The United States shall have the right to verify compliance with this Agreement and the ADA, both as set forth in this Agreement and through any means available to the general public, including visits to the public areas of the Restaurant and communications with Restaurant staff. The United States shall have the right to inspect the facility at any time, and counsel for the United States need not identify themselves in the course of visits to the public areas.

  • Program Monitoring and Evaluation The Recipient shall prepare, or cause to be prepared, and furnish to the Association not later than six months after the Closing Date, a report of such scope and in such detail as the Association shall reasonably request, on the execution of the Program, the performance by the Recipient and the Association of their respective obligations under the Legal Agreements and the accomplishment of the purposes of the Financing.”