Overview

·         Notification emails of upcoming due dates or expiration notices

o   Due dates for progress reports and deliverables

o   Expiration dates for protocol approvals

o   Project end date – expiration notices

·         Emails sent by UNO’s financial system, PeopleSoft

o   Return address: utrn@uno.edu on behalf of PSFinancials@uno.edu

o   Based on information entered by the Research Administrator

o   Sent typically to the Principal Investigator, Co-Principal Investigator, business manager, and the Research Administrator

§  Different based on the milestone and award

·         Sent 10, 15, 45 or 120 days from the due date or expiration

o   Depends on milestone type and frequency

·         Sample email:

Milestone Type Abbreviations

Below are definitions of the milestone type abbreviations in the email.  The milestone is also defined in the body of the email.

Steps to Take

·         Do not reply to the email

o   Email sent from the system and not a particular person

o   Can forward email to someone

·         Use link in the email

o   Goes to a SharePoint page specific to the milestone type

o   Provides information on what to do

o   Includes contacts in the Office of Research (Research Administrators for each type of sponsor) and Sponsored Programs Accounting

o   Includes links to other sites if applicable

·         Progress reports & electronic deliverables

o   Email copy to the Office of Research at orsp@uno.edu or to the appropriate Research Administrator

o   Items uploaded to the appropriate project in UNO’s financial system

·         Expiration notices

o   Determine if an extension or continuation is needed

o   Inform appropriate Research Administrator (based on sponsor type) of decision

o   If submitting an extension or continuation request, must follow sponsor guidelines and submit by deadline

§  Office of Research can assist with the submission

·         Protocols – IACUC, IBC & IRB

o   Email is reminder the approval is expiring

o   Contact appropriate committee for extension procedures

o   Committee contact information is provided through the link in the email

Responsibilities

Principal Investigator

·         Follow necessary instructions to complete the milestone

·         Do not ignore milestone emails

Business Manager

·         Provide assistance to investigator

The Office of Research and Sponsored Programs

·         Properly enter the milestones and due dates in the financial system

·         Ensure emails are being properly sent

·         Follow-up with investigator/business manager to ensure completion