Article credits to David Lauder in Funding Insight, February 2015
Support for research collaboration has always been an essential role of research managers and administrators (RMAs). Indeed, increasingly they support collaborative networks not just at local, national or European level but at a global level. This reflects the changing nature of research collaboration itself, which is increasingly performed globally.
There are, however, a number of barriers to supporting global collaboration effectively. A meeting on global collaboration at an International Network of Research Management Societies conference in Copenhagen in 2012 identified terminology as the biggest single barrier to better understanding of different funders and funding environments. This is where I first suggested the idea of a funding dictionary.
It’s not hard to give examples of why this is necessary (NB: all terminology used in this article has been defined in the glossary at the end). In fact, the profession of research management and administration is itself very hard to define as it means very different things to different people and there is no one single model that fits what one research manager will do. And while global research collaboration continues apace, there is obviously no single source of global funding, even if there is now a ‘Global Research Council’. At both national and international level, different funders not only have different sets of rules for their funding but apply very different words to define the same thing.
|Europe (Horizon 2020)||US||Definition|
|Assessment Panel||Study Section||Expert (US: peer) review group assigned to score a grant application.|
|Authorised Signatory||Signing Official (SO)||The person at an institution authorised to sign the Grant Agreement.|
|Beneficiaries||Key Personnel||Participants in a project who are signatories to the Grant Agreement.|
|Call for Proposals||RFA – Request for Applications
RFP – Request for
|Invitation to submit proposals.|
|Call identifier||Funding Opportunity Number||Europe: The number assigned to a call for proposals. US: The number that a federal agency assigns to its grant announcement.|
|Certificate on the Financial Statement||A133 Report||Certificate issued on the completion of an audit (at end of a reporting period)|
|Coordinator||Prime||Main participant. Europe: Coordinator is project contact for collaborative projects.|
|Electronic Proof Reading||Eligibility check||Check to see if an application is eligible and has been completed with all the necessary information (and to the correct programme).|
|Eligible/ineligible costs||Allowables/ Unallowables||Costs which can/cannot be claimed in a grant.|
|Grant Agreement||Notice of Grant Agreement (NOGA)||Contract specifying terms and obligations of beneficiaries in a project.
Notice of Grant Award (pronounced “noga”)
|Grant Negotiation||Justintime||Applies post application but preaward: Supplemental or updated information: (Europe) required to finalise the Grant Agreement; (US) made while award still under consideration.|
|Guide for Applicants||NIH: Guide for Grants and Contracts
NSF: Grant Proposal Guide
|Document with details of how to submit an application.|
|Indirect, Overheads||Indirect, overhead, facilities and administrative costs||Costs which are not directly linked to a single project but nonetheless real costs (often estimated, unlike direct costs which are actual)|
|Internal audit||Internal controls||An audit requirement regarding policies and procedures of an institution relating to its external funding (in US, applies to federal funding and takes form of a questionnaire).|
|Normal Accounting Practise||Validation of Research Expenses||Routing procedure or methodology applied by an institution for its dayto day financial activities.|
|Participant Portal||Grants.gov||Online system used to submit bids. Europe: The portal also contains extensive information and documents relating to EU programmes. US: the main portal containing numerous online systems, and acting as single site for all federal funding.|
|Pillar||No equivalent||Horizon 2020 is divided into three broad Pillars under which separate research programmes are found. These are: I Research Excellence; II Industrial; III Societal Challenges|
|PI (Principal Investigator)||PI (Principal Investigator)||Main person submitting an award.|
|PIC (Participant Identification Code)||DUNS, Numerous codes, including applicant ID, entity ID.||Europe: code allocated to institutions registered in the ECAS system and used by applicants submitting proposal within the Participant Portal. The code is used to automatically generate administrative details about a partner. US: codes on permanent file identifying specific information about an applicant. DUNS: Dun & Bradstreet (D&B) provides a D UNS Number, a unique ninedigit identification number, for each physical location of your business.|
|Reporting Period||Closeout||Period specified in a Grant Agreement at end of which a financial and/or technical report is required|
|Statutory and social security costs||Fringe benefits||Pooled costs charged uniformly as a percentage of salary to cover healthcare and insurance (US: and also vacations).|
|Subcontract||Subaward||A separate agreement detailing the terms and conditions between a subcontractor (US: subrecipient) and the main award holder (Europe: beneficiary).|
|Subcontractor||Subrecipient||A partner who is linked to one of the beneficiaries of the Grant Agreement through a separate contract that specifies the services provided to the beneficiary. A subcontractor does not sign the Grant Agreement.|