Pre-conference Sessions
Grant Ledger Reconciliation and Payment
Session Description:
Share the methodology we are using to reconcile the Grant Payment Clearing Account and reconcile the payment allocation. Use SQL to retrieve data from Banner; merge and compare Banner report using various Excel tool. Demonstrate the possibility to make Grant Payment Clearing Account really clean.
Yun Wu
yun.wu@wright.edu, 937-775-2651
Associate Director, Post-Award , Wright State University
Glen Jones
glen.jones@wright.edu, 937-775-4461
Director, Post-Award , Wright State University
Grant Billing Conversion Ensure Success!
Session Description:
Does your institution want to go live with Research Accounting including Grant Billing, but are concerned about inputting your current Grant Receivables? This presentation answers the questions of who, what, where, when and how the SunGardHE conversion services provides a production ready Research Accounting and Grant Billing system with beginning balances for inception-to-date revenues and expenditures as well as inception-to-date billing information for each grant. These services are provided by a certified SunGard HigherEd consultant to both new implementation clients and clients who are currently live with Banner Finance. UNCW, having recently completed their grant billing conversion on Banner Finance 7.3, discusses its experience; including what the university gained, issues to watch out for and how to make the experience successful. Get a head start on ensuring success with grant billing
Our grant billing conversion is due to be complete Jan 2008 so our information will be quite relative. I believe that this presentation will provide other schools a jump start as well as informing others about the service. UNCW unsuccessfully tried to bring grant billing up when they went live 2 1/2 years ago but until Feb 2007 didn't even know about the conversion services. Purchasing this service has given me quite a bit of confidence in making grant billing successful. I believe it's essential!
Lead Instructor / Panel Organizer / BOF Leader Carole Wilson
wilsonc@uncw.edu, 910-962-7315
Systems Accountant, UNCW
Additional Instructor / Panelist Jim Klaiber
jim.klaiber@sungardhe.com, 800-223-7036
Principal Process Consultant Team Manager, SunGard Higher Education
Grant Billing & Unapplication of Payment
Session Description:
Discuss billing changes as we walk through the bill process. Review bill reversal enhancements and their affect on the billing tables. We will also discuss the unapplication of payments process as it relates to direct and indirect applications.
Denise McGarry
denise.mcgarry@sungardhe.com, (610) 578-5147
Principal Consultant, SunGard HE
Banner Grants Working for DU
Session Description:
Many universities continue to use a separate system to manage their proposals, grants and contracts. Before making the decision to go with another product, the University of Denver (DU) explored and implemented most of the existing functionality--almost vanilla. DU uses the Banner Grants Module, from proposal to award to reporting to billing and receivables. We will present what we have been able to do and what it took to do it, what we would like to do, and the expected enhancements that are being developed for the 8.1 release.
Fran Solano
Fran.Solano@du.edu, 303-871-4036
Director, Office of Research & Sponsored Programs, University of Denver
VT's PI Portal, Are We There Yet?
Session Description:
Virginia Tech will present our progress using Luminis technology to provide a Principle Investigator Portal. The presentation will include a discussion of our project plan for the PI Portal and an overview of the collaborative partnership between Virginia Tech and SungardHE to develop a Research Administrative system. Highlights of the project plan include using faculty focus groups, addressing information needs of PI's as well as grant managers, and developing strategies for integrating SGHE baseline functionality with VT systems. A prototype of the PI portal will be included in the presentation.
Linda Bucy
lbucy@vt.edu, 540-231-9477
Assistant VP for Sponsored Programs Administration, Virginia Tech
Additional Instructor / Panelist Michael Naff
naffm@vt.edu, 540-231-6652
Director, Application Information Systems, Virginia Tech
Electronic Research Proposal Approvals
Session Description:
At Rensselaer Polytechnic Institute, we have developed a custom application to circulate Sponsored Research Proposals for approval electronically via email. Using custom web pages and tables along with validation data from the SCT Banner 7X Grants Module within the Finance system, we capture initial proposal information and derive approver lists based on the Banner organization structure and pre-determined criteria. We store proposal documents such as the abstract and the budget in an online document repository accessible only to the approvers listed on the proposal. Our Research staff will then circulate the proposal for approval via a custom web interface that calls an Oracle Workflow process we developed, sending requests for approval via email to the approvers (i.e. Department Chairs, Deans, Financial Managers, etc.) sequentially within the derived lists. Our system allows the Principal Investigator as well as the approvers and our Research staff to monitor the progress of the proposal through the approval lists. While this presentation will be geared toward functional users, the presenter was one of the two-person team developing this application, and will be available to answer technical questions as time permits.
Deborah Clark
rottd@rpi.edu, 518-276-6736
Application Analyst/Programmer, Rensselaer Polytechnic Institute