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Managing the Matching Dilemma. 2011 NERAOC – Session #32 Managing the Matching Dilemma. Determine Available Matching Dollars Track Match Commitments Look for Institutional Partnerships Value Third-Party Collaborations Use Tools to Simplify and Demystify the Pre-Award Process.

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2011 neraoc session 32 managing the matching dilemma
2011 NERAOC – Session #32Managing the Matching Dilemma
  • Determine Available Matching Dollars
  • Track Match Commitments
  • Look for Institutional Partnerships
  • Value Third-Party Collaborations
  • Use Tools to Simplify and Demystify the Pre-Award Process
2011 neraoc session 32 managing the matching dilemma1
2011 NERAOC – Session #32Managing the Matching Dilemma

1. Determine Available Matching Dollars

  • Split total “general fund” budget into categories:

a. Instructional

b. Administrative and Indirect

c. Possible Match

  • Get creative with formula match commitments – is there anything that falls into pool ‘b’ that could be used as match?
2011 neraoc session 32 managing the matching dilemma2
2011 NERAOC – Session #32Managing the Matching Dilemma

2. Track Match Commitments

  • Split possible match by PI, Program, and/or Unit.
  • Pull non-administrative committed match for federal appropriations right off the top of the possible match pool.
  • List any other match commitments (proposed or awarded) for quick-glance availability.
2011 neraoc session 32 managing the matching dilemma3
2011 NERAOC – Session #32Managing the Matching Dilemma
  • Look for Institutional Partnerships
  • Find existing expertise outside the unit or institution.
  • Build relationships with other researchers, agents, and faculty.
  • Consider an integrated approach to research proposals.

Not only does this allow the project to draw on a larger pool of knowledge, it also allows it to draw on a larger pool of match!

2011 neraoc session 32 managing the matching dilemma4
2011 NERAOC – Session #32Managing the Matching Dilemma

4. Value Third-Party Collaborations

  • The private sector can provide valuable avenues for collaboration.
  • Small contributions can make a big difference!
  • Expands outreach opportunities.
2011 neraoc session 32 managing the matching dilemma5
2011 NERAOC – Session #32Managing the Matching Dilemma

5. Use Tools to Simplify and Demystify the Pre-Award Process

Make it make sense to you and your

investigators so that every funding opportunity

is just that: An opportunity!