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New award set up

New award set up. Verifying & Entering Award Information into PeopleSoft. Overview. Award Set-up Verification, Verification, Verification! Entry (including cost share) Notification Time Extension Change in Shared Credit Delegation of Authority. Verification….

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New award set up

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  1. New award set up Verifying & Entering Award Information into PeopleSoft

  2. Overview • Award Set-up • Verification, Verification, Verification! • Entry (including cost share) • Notification • Time Extension • Change in Shared Credit • Delegation of Authority

  3. Verification… • Verify from fully executed Agreement • Sponsor Name • Awarded Amount • Period of Performance • Agency Award Number • CFDA (or from email)

  4. Verification… • Proposal & Project ID Numbers • DeptIDs per Rate Type from Spreadsheet • Project • PI • Co-PIs • Center (s) • Milestone sheet attached • Subcontract Agreement • RUC form for Cost Share

  5. Cost Share • RUC Form • Justification – required or voluntary? • Department(s) • Amount • Non-Grant DeptID • Non-Grant Fund Code • Department(s) Chair signature • PI signature • VPR signature

  6. Verification! • Budget for Awarded Amount • F&A Rate per Rate Type (proposed vs. agreed) • Fringe rate(s) • Stipend – salary or tuition? • Subcontract split if over 25K • Equipment vs. Department Operating • Participant Support – no F&A

  7. Entry into PeopleSoft • Enter all verified information into correct panels in PeopleSoft Financials Grant Module • Enter ARRA and/or Equipment attributes • Enter budget with correct account code, fund code, budget item and amounts • Create new Sponsor address or contact person if necessary • Enter Customer Contract information • Cost Reimbursable or Fixed Price • Cycle ID • Billing plan • OSPA name/numbers

  8. Entry & Notification • Create new MoCode(s) tied to project • Enter Signature Authority into Web Apps • Document in award workflow list • Generate the Grant Award Summary (GAS) & verify information is correct • Email GAS to PI, Dept Chair, Co-PIs, Dept & Center Admins, Env Health, Academic Affairs, OSP Personnel • Forward file for folder creation, Subcontract, Cost Share

  9. Other Duties… • Time Extension • Must be approved by agency (and VPR if necessary) • Delegation of Authority • Must be approved by PI • Change in Shared Credit • Must be approved by PI, Co-PIs, Department Chair, Vice Provost for Academic Affairs, VPR What?! How?! Where?!

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