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Establishing Awards

Federal and other sponsor guidelines require that individual projects be separately accounted for within the University’s accounting system. Upon acceptance of an award, the ORA will establish a restricted account in PeopleSoft where a project grant number and speedtype will be assigned. The PeoplesSoft accounts will be set up according to the terms and conditions of the award for budgetary purposes. Some agencies require that certain budgetary categories be accounted for separately from the main award.  For example, the National Science Foundation and Department of Education require that participant costs be treated in this manner, so, in these cases, an additional project grant number will be assigned on the award to isolate these costs for proper accounting. The PI is the responsible person on the accounts. The ORA provides post-award fiscal management of the grant in consultation with the PI and according to University, State, Federal and funding agency terms and conditions. The Grant Manager will provide guidance to the PI on the correct procedures for submitting requisitions, ordering supplies, hiring personnel and managing the budget.

The Manager of Pre and Post Award Administration provides non-fiscal post award assistance. She/he will assist in obtaining sponsor approvals for modifications to projects and determining allowability ofexpenditures.

Prior to establishing accounts for awards, the ORA must have received, reviewed and approved a complete proposal package consisting of the Routing Form, Financial Disclosure Summary form, detailed budget and proposal application as well as the award documents. The PI must also have a participation agreement on file.

 Go back to Award Management Guildelines

Move to topic: Advance Accounts/PreAward Accounts

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