Grant operations • controlled workspace
From key-person readiness to award closeout.
A coordinated document center for PCORI and comparable sponsored research: accountable ownership, modular professional records, reusable templates, deadlines, approvals, and traceable change history.
Collect
Receive the sponsor request, role, due dates, forms, and institutional contacts.
Prepare
Assign every document, complete the correct template, and record assumptions.
Verify
Check entity identity, effort, budget, access, approvals, and version alignment.
Transmit
Package approved records, log delivery, and retain the authoritative copy.
Reusable template library
The documents the administrative request can trigger
The exact package is set by the funding announcement, sponsor portal, prime institution, subaward role, and project design. Each family below doubles as a starter checklist.
People & key personnelInvestigator + Sponsored Programs
- Scientific PI / key-personnel profile and biosketch
- Patient or stakeholder partner biosketch, when designated as key personnel
- Key-personnel letter of support
- Role, effort, and responsibilities confirmation
- Current, pending, and project support with scientific-overlap review
- Conflict-of-interest and disclosure record
- Training, certification, and credential record
- Key-personnel change request
Project • sponsor • owner • approver • due date • status • source requirement • version • effective date • transmission record • retention class
Institution & subawardSponsored Programs
- Institutional profile and authorized organizational official contacts
- Institutional letter of commitment or intent
- Organizational support letter
- Subrecipient commitment / approval form
- Scope of work
- Detailed budget and budget justification
- F&A rate and fringe-benefit documentation
- Tax status, UEI, SAM, financial-system, audit, and insurance assurances as applicable
- Facilities, equipment, and other resources
Project • sponsor • owner • approver • due date • status • source requirement • version • effective date • transmission record • retention class
Research & engagementScientific team
- Research plan
- Engagement plan
- Milestones and deliverables table
- Data management, sharing, and security plan
- Human-subjects, IRB, and FWA status record
- Data and Safety Monitoring plan or board record, when applicable
- Publication and dissemination plan
- Intellectual-property and invention plan
Project • sponsor • owner • approver • due date • status • source requirement • version • effective date • transmission record • retention class
Commitments & accessPartner organizations
- Letters-of-support cover table and consolidated PDF
- Collaboration or consultant letter
- Organizational support letter
- Access letter for patient populations, data, facilities, or other resources
- Participation, effort, and deliverable confirmation
Project • sponsor • owner • approver • due date • status • source requirement • version • effective date • transmission record • retention class
Post-award stewardshipAward administrator
- Award terms and obligation register
- Progress and technical reports
- Milestone evidence log
- Invoice and financial report
- Budget, research-plan, milestone, or key-personnel modification request
- Publication, invention, and data-sharing record
- Final report and closeout checklist
- Record-retention and legal-hold log
Project • sponsor • owner • approver • due date • status • source requirement • version • effective date • transmission record • retention class
Controlled editing
The modular biosketch is protected.
Sign in with the authorized ChatGPT account to edit sections, create section-level versions, and print a controlled draft.
Sign in to the studioCompliance boundaries
Designed for grant administration—not sensitive research data.
- Store administrative records, approvals, document metadata, and professional credentials here.
- Keep PHI, identifiable participant data, source clinical data, and research datasets in institutionally approved systems.
- Verify the exact legal entity, authorized signatory, governing terms, budget basis, and data controller for every submission.
- Do not treat a template as sponsor approval; reconcile it to the live funding announcement and prime institution instructions.