Verifying & Entering Award Information into PeopleSoft

NEW AWARD SET UP

Overview

Award Set-upVerification, Verification,

Verification!Entry (including cost share)Notification

Time ExtensionChange in Shared CreditDelegation of Authority

Verification…

Verify from fully executed AgreementSponsor NameAwarded AmountPeriod of PerformanceAgency Award NumberCFDA (or from email)

Verification…Proposal & Project ID NumbersDeptIDs per Rate Type from Spreadsheet

ProjectPICo-PIsCenter (s)

Milestone sheet attachedSubcontract AgreementRUC form for Cost Share

Cost ShareRUC Form

Justification – required or voluntary?Department(s)AmountNon-Grant DeptIDNon-Grant Fund CodeDepartment(s) Chair signaturePI signatureVPR signature

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 25KEquipment vs. Department OperatingParticipant Support – no F&A

Entry into PeopleSoftEnter all verified information into correct

panels in PeopleSoft Financials Grant ModuleEnter ARRA and/or Equipment attributesEnter budget with correct account code, fund

code, budget item and amountsCreate new Sponsor address or contact

person if necessaryEnter Customer Contract information

Cost Reimbursable or Fixed PriceCycle IDBilling planOSPA name/numbers

Entry & NotificationCreate new MoCode(s) tied to projectEnter Signature Authority into Web AppsDocument in award workflow listGenerate the Grant Award Summary

(GAS) & verify information is correctEmail GAS to PI, Dept Chair, Co-PIs, Dept

& Center Admins, Env Health, Academic Affairs, OSP Personnel

Forward file for folder creation, Subcontract, Cost Share

Other Duties…Time Extension

Must be approved by agency (and VPR if necessary)

Delegation of AuthorityMust be approved by PI

Change in Shared CreditMust be approved by PI, Co-PIs, Department

Chair, Vice Provost for Academic Affairs, VPRWhat?! Where?

!

How?!