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Grant Compliance Checking

科研资助合规检查

This skill provides expertise in research grant compliance, helping ensure project developments align with grant deliverables, timelines, and funder requirements.
本技能提供科研资助合规方面的专业知识，助力确保项目进展符合资助交付物、时间线及资助方要求。

Finding Grant Specifications

查找资助规范

Common Locations

常见位置

Look for grant documents in:
  • /grant/
    , 
    /funding/
    , 
    /proposal/
    directories
  • Files named: 
    grant*.md
    , 
    proposal*.md
    , 
    specification*.md
    , 
    award*.md
  • Project management files: 
    milestones.md
    , 
    deliverables.md
  • README or project documentation mentioning funding
  • .github/
    or documentation with award numbers
可在以下位置查找资助文档：
  • /grant/
    、
    /funding/
    、
    /proposal/
    目录
  • 命名为 
    grant*.md
    、
    proposal*.md
    、
    specification*.md
    、
    award*.md
    的文件
  • 项目管理文件：
    milestones.md
    、
    deliverables.md
  • 提及资助的README或项目文档
  • 包含资助编号的 
    .github/
    目录或文档

Key Information to Extract

需要提取的关键信息

Deliverables:
  • Specific outputs promised (software, papers, datasets, tools)
  • Milestones with dates
  • Quantitative targets (publications, users, impact metrics)
Timeline:
  • Project start and end dates
  • Interim deadlines and checkpoints
  • Reporting schedule
Requirements:
  • Open access publishing mandates
  • Data sharing obligations
  • Software licensing constraints
  • Collaboration commitments
  • Broader impact activities
Budget:
  • Allowed vs disallowed expenses
  • Personnel commitments
  • Equipment or infrastructure
交付物：
  • 承诺的具体产出（软件、论文、数据集、工具）
  • 带日期的里程碑
  • 量化指标（出版物数量、用户数、影响力指标）
时间线：
  • 项目起止日期
  • 中期截止日期和检查点
  • 报告时间表
要求：
  • 开放获取出版强制要求
  • 数据共享义务
  • 软件许可限制
  • 合作承诺
  • 更广泛的影响力活动
预算：
  • 允许与不允许的支出
  • 人员投入承诺
  • 设备或基础设施

Compliance Review Framework

合规审查框架

Deliverable Alignment

交付物对齐

Questions to assess:
  • Does this work contribute to stated deliverables?
  • Which specific deliverable does this address?
  • Is this work within the grant scope?
  • Does this represent good progress toward milestones?
Positive indicators:
  • Work directly implements promised features
  • Addresses specific objectives from proposal
  • Meets interim milestone requirements
  • Builds toward final deliverables
Warning signs:
  • Feature creep beyond grant scope
  • Work unrelated to objectives
  • Delayed progress on core deliverables
  • Resources diverted to non-grant activities
评估问题：
  • 此项工作是否有助于实现既定交付物？
  • 具体对应哪项交付物？
  • 此项工作是否在资助范围内？
  • 是否为里程碑推进了有效进展？
积极指标：
  • 工作直接实现承诺的功能
  • 解决提案中的具体目标
  • 满足中期里程碑要求
  • 为最终交付物奠定基础
警示信号：
  • 超出资助范围的功能蔓延
  • 与目标无关的工作
  • 核心交付物进展延迟
  • 资源被转移至非资助活动

Scope Compliance

范围合规

In scope:
  • Activities described in proposal
  • Natural extensions of proposed work
  • Bug fixes and maintenance of grant deliverables
  • Documentation of grant-funded work
Potentially out of scope:
  • New features not in proposal
  • Unrelated research directions
  • Commercial applications not mentioned
  • Collaboration outside grant team
Guidance:
  • Minor scope changes usually acceptable
  • Significant changes need funder approval
  • Document rationale for any scope evolution
  • Keep focus on original objectives
符合范围：
  • 提案中描述的活动
  • 提案工作的自然延伸
  • 资助交付物的漏洞修复与维护
  • 资助项目工作的文档编制
可能超出范围：
  • 提案中未提及的新功能
  • 无关的研究方向
  • 未提及的商业应用
  • 资助团队外的合作
指导原则：
  • 小幅范围变更通常可接受
  • 重大变更需获得资助方批准
  • 记录任何范围调整的理由
  • 聚焦原始目标

Timeline Assessment

时间线评估

On track indicators:
  • Meeting milestone dates
  • Steady progress on deliverables
  • Documentation keeping pace with development
  • Regular outputs (papers, releases)
Risk factors:
  • Missed interim deadlines
  • Delayed starts on major components
  • Scope expansion affecting timeline
  • Resource constraints slowing work
进展顺利的指标：
  • 按时完成里程碑
  • 交付物稳步推进
  • 文档编制与开发进度同步
  • 定期产出（论文、版本发布）
风险因素：
  • 错过中期截止日期
  • 主要组件启动延迟
  • 范围扩大影响时间线
  • 资源限制拖慢工作进度

Required Documentation

必备文档

Track and maintain:
  • Progress reports prepared for funders
  • Publication list (with open access status)
  • Dataset releases with proper attribution
  • Software releases and DOIs
  • Presentations and outreach activities
  • Collaboration activities
  • Training provided
  • Broader impact evidence
需跟踪并维护：
  • 提交给资助方的进度报告
  • 出版物列表（含开放获取状态）
  • 带有正确署名的数据集发布
  • 软件版本发布及DOI
  • 演讲与推广活动
  • 合作活动
  • 提供的培训
  • 更广泛影响力的证据

Funder-Specific Requirements

资助方特定要求

NSF (National Science Foundation)

NSF（美国国家科学基金会）

Key requirements:
  • Data Management Plan compliance
  • Broader Impacts evidence
  • Open access publication within 12 months
  • Acknowledge NSF support in all outputs
  • Annual and final reports required
Common deliverables:
  • Educational materials
  • Community engagement
  • Diversity initiatives
  • Open-source software
  • Public datasets
核心要求：
  • 符合数据管理计划
  • 提供更广泛影响力的证据
  • 12个月内实现开放获取出版
  • 所有产出中致谢NSF支持
  • 需提交年度报告及最终报告
常见交付物：
  • 教育材料
  • 社区参与
  • 多元化举措
  • 开源软件
  • 公共数据集

NIH (National Institutes of Health)

NIH（美国国立卫生研究院）

Key requirements:
  • Public Access Policy compliance
  • Resource sharing plans
  • Human subjects/animal protocols
  • Clinical trials registration
  • Responsible conduct of research training
Common deliverables:
  • Publications in PubMed Central
  • Shared reagents/tools
  • Clinical data sharing
  • Training materials
核心要求：
  • 符合公共访问政策
  • 资源共享计划
  • 人类受试者/动物实验方案
  • 临床试验注册
  • 负责任研究行为培训
常见交付物：
  • 发表于PubMed Central的论文
  • 共享试剂/工具
  • 临床数据共享
  • 培训材料

EU Framework Programmes (Horizon Europe, etc.)

欧盟框架计划（如地平线欧洲）

Key requirements:
  • Open Research Data Pilot
  • Open access publications (immediate)
  • Dissemination and exploitation plans
  • Consortium collaboration
  • Impact assessment
Common deliverables:
  • Multi-partner outputs
  • Industry engagement
  • Policy influence
  • Training networks
  • International collaboration
核心要求：
  • 开放研究数据试点
  • 即时开放获取出版
  • 传播与利用计划
  • 联盟合作
  • 影响力评估
常见交付物：
  • 多伙伴产出
  • 产业参与
  • 政策影响
  • 培训网络
  • 国际合作

UK Research Councils (UKRI)

英国研究理事会（UKRI）

Key requirements:
  • Open research outputs
  • Impact case studies
  • Public engagement
  • Research data management
  • Equality, diversity, inclusion
核心要求：
  • 开放研究产出
  • 影响力案例研究
  • 公众参与
  • 研究数据管理
  • 平等、多元化、包容性

Compliance Risk Assessment

合规风险评估

High Priority Risks

高优先级风险

Immediate attention needed:
  • Work outside grant scope
  • Missed major milestones
  • Non-compliance with open access mandates
  • Missing required approvals (ethics, data)
  • Incorrect grant attribution
需立即关注：
  • 超出资助范围的工作
  • 错过重大里程碑
  • 违反开放获取强制要求
  • 缺失必要审批（伦理、数据）
  • 资助署名错误

Medium Priority Risks

中优先级风险

Important but manageable:
  • Minor timeline delays
  • Documentation gaps
  • Underutilized broader impacts
  • Incomplete data management
  • Limited dissemination
重要但可管控：
  • 轻微时间线延迟
  • 文档缺失
  • 更广泛影响力利用不足
  • 数据管理不完整
  • 传播范围有限

Low Priority Risks

低优先级风险

Suggestions for improvement:
  • Enhanced impact documentation
  • Better progress tracking
  • Improved collaboration evidence
  • More public engagement
  • Future grant positioning
改进建议：
  • 强化影响力文档
  • 优化进度跟踪
  • 完善合作证据
  • 增加公众参与
  • 未来资助申请定位

Grant Terminology

资助术语

Common Terms

常见术语

Deliverables: Specific outputs promised in proposal Milestones: Time-bound checkpoints for progress Work packages: Major components of project work Broader impacts: Societal benefits beyond research Intellectual merit: Scientific quality and innovation Dissemination: Sharing results with stakeholders Exploitation: Using results for impact TRL (Technology Readiness Level): Maturity of technology
Deliverables：提案中承诺的具体产出 Milestones：绑定时间节点的进度检查点 Work packages：项目工作的主要组件 Broader impacts：研究之外的社会效益 Intellectual merit：科学质量与创新性 Dissemination：与利益相关方共享成果 Exploitation：利用成果产生影响力 TRL（Technology Readiness Level）：技术成熟度等级

Reporting Language

报告话术

Frame work positively:
  • "Achieved milestone X ahead of schedule"
  • "Delivered Y exceeding original specifications"
  • "Expanded impact through Z"
  • "Addressed reviewer feedback by..."
Address challenges constructively:
  • "Encountered technical challenge with X, resolved by Y"
  • "Refined approach based on early findings"
  • "Adjusted timeline with improved deliverable quality"
  • "Redirected effort to higher-impact activities"
积极表述：
  • "提前完成里程碑X"
  • "交付成果Y超出原始规范"
  • "通过Z扩大了影响力"
  • "通过……回应评审意见"
建设性应对挑战：
  • "遇到X技术难题，已通过Y解决"
  • "基于早期发现优化了方法"
  • "调整时间线以提升交付物质量"
  • "将精力转向更高影响力的活动"

Documentation Best Practices

文档最佳实践

Grant Attribution

资助署名

Always include:
  • Grant award number in publications
  • Funder acknowledgement in software/datasets
  • Proper citation format for funder
  • Disclaimer if required (e.g., "views expressed are those of authors")
Example acknowledgements:
This work was supported by [Funder] under Grant [Number].

This research was funded by [Agency] Grant No. [Number] to [PI].

Funding: This work received support from [Funder] (Grant [Number]).
需始终包含：
  • 论文中注明资助编号
  • 软件/数据集中致谢资助方
  • 资助方的正确引用格式
  • 必要时添加免责声明（如“仅代表作者观点”）
致谢示例：
This work was supported by [Funder] under Grant [Number].

This research was funded by [Agency] Grant No. [Number] to [PI].

Funding: This work received support from [Funder] (Grant [Number]).

Progress Documentation

进度文档

Maintain evidence of:
  • Publications with grant number
  • Software releases with citation
  • Dataset publications with DOIs
  • Conference presentations
  • Collaboration meetings
  • Training activities
  • Public engagement events
  • Media coverage or impact
需保留以下证据：
  • 含资助编号的论文
  • 带引用的软件版本发布
  • 带DOI的数据集发布
  • 会议演讲
  • 合作会议记录
  • 培训活动
  • 公众参与活动
  • 媒体报道或影响力证据

Compliance Checklist

合规检查清单

For each grant-funded project, verify:
  • Deliverables clearly mapped to current work
  • Timeline alignment tracked
  • Open access compliance for publications
  • Data sharing plan followed
  • Software licensing matches grant terms
  • Grant attribution in all outputs
  • Progress documentation maintained
  • Broader impacts evidence collected
  • Reporting deadlines tracked
  • Budget spent according to plan
针对每个资助项目，需验证：
  • 交付物与当前工作明确对应
  • 时间线对齐情况已跟踪
  • 论文符合开放获取要求
  • 已遵循数据共享计划
  • 软件许可与资助条款匹配
  • 所有产出中均有资助署名
  • 进度文档已维护
  • 已收集更广泛影响力的证据
  • 报告截止日期已跟踪
  • 预算支出符合计划

Review Output Structure

审查输出结构

When reviewing for grant compliance, provide:
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进行资助合规审查时，需提供：
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Grant Compliance Assessment

资助合规评估

Deliverable Alignment

交付物对齐

[How work relates to specific deliverables]
[工作与具体交付物的关联方式]

Scope Compliance

范围合规

[Whether work is within grant scope]
[工作是否在资助范围内]

Timeline Impact

时间线影响

[Progress toward milestones]
[里程碑进展情况]

Requirements Check

要求核查

[Open access, data sharing, attribution, etc.]
[开放获取、数据共享、署名等情况]

Risks Identified

识别的风险

High Priority: [Issues needing immediate attention] Medium Priority: [Important considerations] Low Priority: [Suggestions for improvement]
高优先级：[需立即处理的问题] 中优先级：[重要注意事项] 低优先级：[改进建议]

Recommendations

建议

[Specific actions to maintain or improve compliance]
[维持或提升合规性的具体行动]

Documentation Needs

文档需求

[What should be recorded for progress reports]
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[需为进度报告记录的内容]
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When to Use This Skill

技能适用场景

Apply grant compliance expertise when:
  • Reviewing code changes or PRs for grant-funded projects
  • Preparing progress or final reports
  • Planning new features for grant-funded work
  • Assessing scope of proposed changes
  • Writing publications from grant-funded research
  • Planning data or software releases
  • Documenting impact and broader outcomes
Help projects maximise grant compliance whilst maintaining research quality and innovation. Frame work effectively for funders and future proposals.
在以下场景中应用资助合规专业知识：
  • 审查资助项目的代码变更或PR
  • 准备进度报告或最终报告
  • 规划资助项目的新功能
  • 评估拟议变更的范围
  • 撰写资助项目的研究论文
  • 规划数据或软件发布
  • 记录影响力及更广泛成果
助力项目在维持研究质量与创新性的同时，最大化资助合规性。为资助方及未来提案有效呈现工作成果。