Managing an Award

Managing a sponsored research award at Vanderbilt University means helping researchers meet sponsor requirements while advancing discovery. Our team supports compliance with key regulations, including the Human Research Protection Program (HRPP) and Institutional Review Board (IRB) for studies involving people, as well as the Institutional Animal Care and Use Committee (IACUC) and Animal Care and Use Program (ACUP) for animal research. We also guide investigators through important award changes, such as requesting prior approvals, no-cost extensions, adding equipment not originally budgeted, modifying or transferring grants to or from Vanderbilt, and updating outgoing subawards. Careful subrecipient monitoring ensures that partner institutions meet sponsor expectations, while timely reporting such as federal progress updates and invention disclosures ensures that research moves forward responsibly and transparently. 

  • General Information
  • Compliance

    HRPP & IRB in University Research
    The Human Research Protection Program (HRPP) ensures that all research involving human participants upholds the highest ethical standards and complies with federal regulations. A core component of the HRPP is the Institutional Review Board (IRB), which reviews and monitors studies to safeguard participants’ rights, welfare, and privacy. Together, they provide oversight, guidance, and approval processes that support responsible and ethical research practices.

    Vanderbilt Human Research Protections and IRB

    IACUC & ACUP in University Research
    The Institutional Animal Care and Use Committee (IACUC) oversees research involving vertebrate animals to ensure humane care and use in compliance with federal standards. The Animal Care and Use Program (ACUP) provides the institutional framework, policies, and procedures that guide researchers. Together, they ensure ethical practices, regulatory compliance, and the responsible conduct of animal research.  This program is run by our colleagues at VUMC, and Research Integrity and Compliance serves as the University point of contact for this service.

    Vanderbilt University Medical Center (VUMC) Animal Use and Care Program

    Research Integrity and Compliance Contact Page

    Clinical Trials
    Anything related to Clinical Trials is a shared service with VUMC.  VU doesn't have many clinical trials.  VUMC is the expert in Clinical Trials, and they have access to the Vanderbilt ClinicalTrials.gov account so you can communicate with them at ctgov@vumc.org for next steps on how to register.

  • Changes to an Award

    Prior Approval

    After an award is made, Prior Approval may be needed before changing a project’s scope, activities, or budget. Some changes must be approved by the sponsor, while others can be approved by Vanderbilt.  Always check the sponsor’s guidance and award documents to know which applies.  SPA reviews and submits all sponsor requests on your behalf. 

    Examples of Programmatic and Financial Changes During the Life of an Award 

    • Change in Scope of Work (SOW): Any significant modification to the project’s aims, objectives, or methods. 
    • Change of Principal Investigator (PI) or Significant Reduction in Effort: Replacing the PI or reducing their committed effort by a substantial amount (often 25% or more) or PI disengagement for three (3) months or more. 
    • Changes or Additions to Collaborating Institutions/Subrecipients: Adding or modifying collaborators who are responsible for part of the SOW. 
    • No-Cost Extension: Extending the project or budget period without requesting additional funds. 
    • Re-budgeting:
      • Federal Awards: The Uniform Guidance (2 CFR 200) generally allows re-budgeting, unless it changes the project scope or requires more funding. 
      • Non-Federal Awards: Rules vary; some sponsors set percentage or dollar limits on category shifts, while others require approval for “substantial” deviations. 
    • Carryforward of Funds: Moving unspent funds from one budget period to the next within the approved project period. 

    Steps involved in a Prior Approval Request: 

    The Grants Manager: 

    1. Consult with the project PI to confirm the specific modifications to the award and if they constitute a change in scope.  A change in scope would likely require sponsor prior approval. 
    2. Review the specific sponsor’s guidance and notice of award (NOA) to see if there are any award-specific terms regarding changes to the award. 
    3. Collaborate with the project PI to gather the required information and draft appropriate correspondence as needed per the NOA or sponsor guidance. 
    4. Submit the Prior Approval request to the SPA Specialist through VERA.   

    *If the prior approval determination is unclear or sponsor instructions are inadequate, consult your SPA specialist to determine if prior approval is needed and/or confirm next steps. 

     SPA: 

    1. Reviews materials in VERA and may ask for clarification or additional items if required by the sponsor. 
    2. Submits the Prior Approval Request to the sponsor. 
    3. Notifies the department in VERA when the sponsor makes a determination on the request. 
    4. Routes an appropriate VERA Modification to the Department to correctly update the award with the approved changes. 

    Tips: 

    • Most sponsors require prior approval changes at least 30 days in advance. 
    • When updating items that impact the overall budget, it is important to consider if that change will create other compliance issues. For example, NIH requires prior approval when expenditures in a single direct cost budget category deviate (increase or decrease) from the awarded amount for the budget period by 25% or more of the total costs awarded. For example, if the award budget for total costs is $200,000, any re-budgeting that would result in an increase or decrease of more than $50,000 in any budget category would require NIH prior approval. 

    No-Cost-Extension Process at VU

    First, review the Sponsor's guidelines for NCEs to see if prior approval is required. Second, work with your PI to collect required information and documentation for the request.   

    Your SPA Proposal Specialist is the main point of contact and will guide you through these steps, helping to manage the process both within Vanderbilt and with the award sponsor. 

    For all Sponsors – 

    1. Review the Notice of Award (NOA) for instructions, as individual Federal agencies and private organizations may have requirements that differ from one another.
    2. Check your NOA to identify any effort change requirements. 
    3. Do not justify an extension solely on the basis of unspent funds at the end of the grant. 
    4. Update all required certifications and assurances, including those related to human subjects and animal welfare, in compliance with applicable regulations and policies. 

    Please refer to the following links for additional guidance: 

    If you have any questions, please contact your SPA Specialist.


    Transfer of Grant to or from Vanderbilt

    A PI transfer refers to the administrative process of relocating active sponsored research awards from one institution to another when a Principal Investigator (PI) leaves an institution. This process requires coordination between the responsible department, central research administration, the sponsor, and the receiving institution to ensure compliance with sponsor guidelines, accurate financial reconciliation, proper closeout at the originating institution, and timely re-establishment of the award at the new institution.

    FAQ with general guidance on PI Transfers


    Equipment Not in the Original Budget 

    When equipment that was not included in the original proposal budget needs to be purchased for a sponsored project, often prior approval is required.  

    To determine if prior approval is needed for equipment: 

    • Review the specific sponsor’s guidance on equipment/prior approval 
    • Review the notice of award (NOA) to see if there are any award-specific terms regarding the addition of equipment 
    • Consult with the project PI to confirm if the addition of the equipment would constitute a change in scope, which would likely require sponsor prior approval.  

    If you have additional questions after reviewing the above items, please contact SPA for assistance. 

    After determining if prior approval is needed: 

    Unless Prior Approval is required, you will not need to submit anything through SPA. Prior approval is not required for a change of vendor or model for equipment included in the approved budget, nor for a change of 25% or less in the acquisition price of approved equipment.  Purchasing equipment at the end of a project period is difficult to justify and will not normally be permitted. 

    If Agency Prior Approval is required, then contact your SPA Specialist who will help you decide what steps to take.   

    The process to submit a prior approval request and what must be included will vary by sponsor.  Below are the most common required documents needed for requests to add equipment that was not previously budgeted. 

    Documents to Include in most Prior Approval requests: 

    1. A letter or email from the PI to the sponsor that includes the rationale for adding the equipment item, the cost of the equipment, and an overview of how the grant funds will be re-budgeted to cover the cost of the equipment item while continuing to fulfill the other needs of the project.  
    2. A revised budget and budget justification detailing the new proposed budget with the equipment purchase added.  
    3. If possible, vendor quotes for the specific equipment item should be included.   

    Changes to Outgoing Subawards

    Outgoing subaward/subcontract partnerships are established to support collaboration and ensure project goals are met.  However, circumstances during the life of a sponsored project may require adjustments to these agreements.

    Researchers may request changes to an outgoing subaward/subcontract for a variety of reasons, including modifications to the project’s scope of work, reallocation or adjustment of funding, revisions to the project timeline, changes in key personnel, or concerns about the subrecipient’s ability to fulfill the terms of the agreement. These changes help ensure that the collaboration remains aligned with sponsor requirements, institutional policies, and the overall goals of the project.

    Depending on what the change is, it may require further changes in VERA and Oracle.  For additional details, contact your SPA Specialist (refer to the Departmental Assistance section to locate your Department’s assigned SPA Specialist).


    What about a new outgoing subaward/subcontract collaborations not identified in the original awarded budget?

    In general, sponsors must approve new subaward/subcontract collaborations not identified in the original awarded budget.  Certain paperwork from the proposed subrecipient must be submitted to SPA for review then submission to the sponsoring agency:

    • Subrecipient Statement of Collaborative Intent (SSCI) form – signed by the subrecipient's authorized institutional representative (AOR)
    • Statement of Work (SOW)
    • Budget
    • Budget Justification
    • Additional documentation based on individual sponsor requirements

    Coordinate with your PI and Subrecipient Institution to collect the above documentation. 

    A VERA Award Modification Request (AMR) including the above must be submitted to your SPA Specialist.  Upon successful review, your SPA Specialist will submit the request to the Sponsor.

    Department Request Award Modification Guide

    SPA will notify the Department of the Sponsor determination and next steps.


    What about changes to already existing outgoing subaward/subcontract collaborations?

    Determine whether Prior Approval applies by reviewing the Prime Award. Confirm if Vanderbilt can authorize the change under its Prior Approval authority or if a formal sponsor request and approval are required.

     For example, if the PI would like to make a change to the Subrecipient PI or change the scope of work for the subrecipient institution, then both NSF and NIH require sponsor approval.

    Regardless of the change being made to the collaboration, you will need to go through SPA.  To begin the process for SPA to automatically approve the changes and initiate any modifications in VERA and Oracle, or to begin the sponsor approval process, create an Award Modification Request (AMR) in VERA through the VERA Award file.  Please include the above referenced documentation, if applicable.

    Department Request Award Modification Guide

    If you have any questions, please contact your SPA Specialist.


  • Subrecipient Monitoring

    In sponsored programs research, a subrecipient is an external organization (such as a university, nonprofit, company, or other entity) that receives a portion of a sponsored award from a prime recipient (the institution that received the award directly from the sponsor/pass-through-entity) to carry out a substantive portion of the programmatic work.

    For example:

    Prime Sponsor > Pass-through-entity > Subrecipient organization

    National Institutes of Health > Vanderbilt University > University of Tennessee Knoxville

    A subrecipient:

    • Has responsibility for programmatic decision-making related to its portion of the project.
    • Uses the funds to carry out part of the scope of work rather than providing a simple service.
    • Must adhere to applicable sponsor requirements (e.g., federal regulations, terms and conditions of the award).
    • Is subject to monitoring by the prime recipient to ensure compliance.

    A subrecipient is different from a contractor:

    • A subrecipient is a collaborator responsible for a meaningful portion of the project.
    • A contractor/vendor is a service provider or supplier delivering predefined outputs.

    Subrecipient monitoring in sponsored programs research is the process of overseeing subrecipients to ensure they use sponsored funds in compliance with federal regulations, sponsor requirements, and institutional policies, including reviewing invoices, assessing performance, and addressing risks throughout the award period.

    SPA –

    • initiates and oversees the University's Subrecipient Monitoring process.
    • coordinates with the Grants Manager and Research Finance office.
      • to obtain details needed to create a risk score (high or low risk).
      • to determine if additional terms & conditions are needed in the agreement.

    The Grants Manager –

    • collects the Subrecipient Statement of Collaborative Intent (SSCI) form at proposal.
    • provides additional or updated documents at award time.
    • completes the Continuing Assessment Tool (CAT) annually based on working with the subrecipient to provide the SPA Subcontract’s Team information on invoicing and reporting to help them determine if the subrecipient’s risk level has changed (low > high) and/or if additional terms and conditions are needed in the subaward/subcontract agreement
    • Subrecipient invoices go directly to invoices@vanderbilt.edu (payable). The invoices are routed through Oracle for review/approval by the PI/Department.

    Research Finance –

    • reviews the subrecipient institution’s annual/single audit to determine financial risks that the Subcontracts Team might need to consider when assessing risk
    • reviews the subrecipient institution’s single audit report for findings, if applicable. When audit findings are present, Research Finance determines if the findings impact the research.  If there are findings, but they don’t impact the research collaboration, then Research Finance reports that there is nothing concerning for this collaboration.
    • Each month, the Research Finance team selects a sample of approved invoices to review to make sure that the right amount has been paid and ensure the PI or proxy has signed it. Or, make sure the correct Department delegate/proxy for the PI is approving the invoice, if applicable.
  • Reporting

    Reporting Responsibilities 

    PIs are responsible for submitting the technical reports to the sponsor.  When the report is submitted to the sponsor, SPA is to be copied on the email that submits the report so that proof of submission can be documented in the grant record, or it can be uploaded in the record as an attachment in VERA.   

    NOTE: Failure to submit technical reports in a timely manner can delay payment of an invoice, delay closeout of the grant, cause an audit finding, or could result in loss of future funding. 

    All fiscal reports are to be submitted by Research Finance and are based on the information that is documented in Oracle, the system of record. 

    Progress Reports 

    Sponsors often require annual progress reports be submitted to update them on how the project is going, identify any challenges or changes, confirm the financial status of the project, and understand future plans. The format of the report varies greatly by sponsor, so it is important to check the notice of award and sponsor guidelines for reporting to confirm the content, submission method, and deadlines for all reports.   

    VU NIH RPPR Guidance

    NSF Annual Report Guidance

    Invention Reporting 

    In most cases, inventions must be reported to both Vanderbilt University and the sponsor.  

    To report an invention to Vanderbilt University, the PI completes an Invention Disclosure. Information about when and how to submit an invention disclosure can be found on the Center for Technology Transfer & Commercialization’s website under Invention Disclosure Resources.  

    Most sponsors require a final invention statement as part of final reporting. Grants Managers work with the PI and the Center for Technology Transfer & Commercialization (CTTC) to ensure the final invention statement is accurate and submitted timely. The PI normally submits this report directly to the sponsor.   

    NIH Final Invention Statement Guidance