The document outlines the action items of the Streamlining Working Group, aimed at enhancing efficiency and harmonization among foundations and research institutions in key administrative areas. The group plans to form specialized sub-groups focusing on (A) portal and application/proposal systems, (B) financial reporting and invoicing, and (C) common policies and terms such as data sharing and conflict of interest. Each subgroup is tasked with identifying areas for optimization—such as creating more accessible grant management systems, standardizing application cover sheets, and developing adaptable financial reporting templates based on best practices from agencies like NIH and NSF. There is also an emphasis on reducing administrative burdens by harmonizing compliance requirements and crafting model agreements and templates.
In addition to technical improvements, the group acknowledges the importance of improved communication and transparency between foundations and institutions. Recommendations include requiring institutional sign-off for all applications, using central administrative contact information, establishing open channels for feedback, and maintaining a history of accepted terms to streamline negotiations. The document urges foundations and institutions to collaborate not only through formal documentation but also via direct engagement to resolve ambiguities and expedite processes. Other considerations include adapting to evolving reporting timelines, exploring inclusion in broader partnerships such as the Federal Demonstration Partnership Expanded Clearinghouse, and articulating clear policies regarding research operating costs and administrative procedures. Overall, the recommendations aim to foster best practices, mutual understanding, and process alignment across organizations engaged in research funding and administration.
