Huron Grant Management Implementation Project
Caltech has contracted with Huron Consulting Group for its Grants and Agreements modules and PI Dashboard in order to streamline Caltech's proposal and award processes, to better support federal compliance requirements, and to provide PIs with more easily accessible information about the status of their proposals and awards.
The scope of the project includes automating several currently manual processes, including proposal routing and approval (and associated forms, e.g., DAF, MORA, PI eligibility), award intake and processing, subaward requests and processing, unfunded agreement processing, facilities use/technical service agreement requests and processing, as well as a PI Dashboard. The system will also act as a repository for all documents processed through it. Implementation will include integrations with several Caltech systems, including Human Resources, Oracle Financial System, Disclosure of Financial Interests and Commitments, and research subjects protocol tracking.
The project launched in January 2024 and is expected to take approximately 12 - 14 months for implementation.
The Grants Management System Implementation Working Group has been established for the purpose of working with Huron to implement the system; the Working Group includes representation from each academic Division, as well as the stakeholder administrative units (alternates' names in parentheses):
Grace Fisher-Adams, Research Compliance
Tom Katsikakis, Biology and Biological Engineering
Grace Liang-Franco, Chemistry and Chemical Engineering (Raquel Rodriguez and Alvin Torres)
Lauren Limbert, Foundation Relations
Michelle Lin, Information Management Systems and Services
David Mayo, Research Administration – Project Manager
Julie Schoen, Geological and Planetary Sciences (Kim Baker-Gatchalian)
Stacey Scoville, Provost's Office (Jury Rodriguez-Avina)
Shawna Silesky, Physics, Mathematics and Astronomy (Heather Steele)
Patama Taweesup, Engineering and Applied Sciences (Ling Lin)
Candace Younger, Humanities and Social Sciences
The Implementation Working Group reports to the Huron Grants Management System Steering Committee:
Jin Chang, Chief Information Officer
Grace Fisher-Adams, Chief Research Policy Officer
Charlie Lane, Vice President for Administration and Chief Operating Officer
David Mayo, Senior Director for Research Administration (Implementation Project Manager)
Project Events
Mar 12/13, 2024: Second On-boarding sessions (in-person)
Feb 7/8, 2024: Initial On-boarding sessions (in-person)
Jan 17, 2024: Kick-off meeting