© Huron Consulting Group. All rights reserved. BOSTON CHARLOTTE CHICAGO HOUSTON NEW YORK SAN FRANCISCO Experience. Redefined. Grants Research Forum FSU/FAMU Grants Configuration May 16, 2003 © Huron Consulting Group. All rights reserved.

2 Overview General Configuration Prerequisites Pre-Award Process Configuration Post-Award Configuration GRANTS CONTRACTS PROJECTS BILLING RECEIVABLES All material Contained in this document is proprietary and confidential to Huron Consulting Group LLC. And is protected by copyright laws. No part of this document may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, including, but not limited to, electronic, graphic, mechanical, photocopying, recording, or otherwise without the prior written permission of Huron Consulting Group LLC. Huron Consulting Group and the Huron Logo are registered trademarks of Huron Consulting Group LLC. Florida State University and the FSU Logo are registered trademarks of Florida State University. Florida A&M University and the FAMU Logo are registered trademarks of Florida A&M University. PeopleTalk and “People power the internet are trademarks; and Peoplesoft, the Peoplesoft Logo, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, Vantive, Vantive Enterprise and Red Pepper are registered trademarks of Peoplesoft Inc. All other trademarks mentioned in this document are the property of their respective owners.

3 Florida A&M and Florida State Project Scope – Implementing Human Resources, Financials, EPM, Portal, and Student (FAMU Only) Timeline – Financials Go Live – 7/1/2004; HR Go Live 1/1/2005; Student Go Live TBA Project Structure – Both University technical and financial teams working in the same location Grants Team Structure –Florida State University 4 full-time team members with Pre-award, Post-Award, Grant Accounting, Departmental, Budget Office, Internal Audit and Operations Analysis Backgrounds –Florida A&M University 2 full-time team members with Pre-award, Post-Award, and Grant Accounting backgrounds GRANTS CONTRACTS PROJECTS BILLING RECEIVABLES

4 Florida A&M University Land Grant Institution HBCU Student Enrollment 12, Colleges and Schools 2002 $48million 4/30/2003 $45million –Federal Awards 85% –Industry 10% –State 5% Organizational Structure Office of Vice President of Research Office –Pre-Award and Post Award Controller’s Office –Contracts and Accounting GRANTS CONTRACTS PROJECTS BILLING RECEIVABLES

5 Florida State University Research I Institution New Medical School Student Enrollment 36, Academic Divisions 2002 Awards $148 million –Federal Awards 70% –State 19% –Other 11% Organizational Structure Office of Vice President of Research Office –Sponsored Research Services (Pre and Post Award) Controller’s Office –Sponsored Research Accounting Services GRANTS CONTRACTS PROJECTS BILLING RECEIVABLES

6 General Configuration Prerequisites Documentation Table Loading Sequence   Configuration Roadmap   Configuration Guide   Procedures Issue Resolution Process Setup Security   Common Definitions / General Configuration   Employee Personal & Job Data Department Tree   URL’s for Document Attachments   GRANTS CONTRACTS PROJECTS BILLING RECEIVABLES

7 Grants Pre-Award Configuration Business Unit Related Award Setup & Business Unit Definition Facilities Admin Options Product Related Attribute Types Audit Types Budget Categories Budget Category Types Certification Facilities Administration Base Facilities Administration Rate Institution Types GRANTS CONTRACTS PROJECTS BILLING RECEIVABLES Installation Options Grants Contracts & Projects Billing & Receivables Product Related Milestone Types/Codes Program Types Proposal Component Proposal Keyword Proposal Resource Type Proposal/Award Purpose Sponsor Forms Sponsor Guidelines Sponsor Levels Sponsor Types

8 Projects Configuration Business Unit Related Business Unit Definition Projects Options Product Related Project Roles Project Types Integration Templates Status Types Analysis Types Analysis Groups Resource Categories GRANTS CONTRACTS PROJECTS BILLING RECEIVABLES Installation Options Projects Product Related Resource SubCategories Resource Groups Relate Type/Category Relate Category/ SubCategory Accounting Rules Security Profile Rate Templates Resource Types

9 Contracts Configuration Business Unit Related Contracts Business Unit Definition Product Related Amendment Reason Amendment Type Contract Status Contract Type Contracts GL Options Offering Legal Entity GRANTS CONTRACTS PROJECTS BILLING RECEIVABLES Installation Options Contracts Product Related Payment Terms Reconciliation Options by User Renewal Term Code Milestone Classification Milestone Definition Ad hoc Offering Ad hoc Offering by Contract Offering Category

10 Implementation of Peoplesoft 8.4 Points to Consider Start off with a strong IT Team Have all patches & bundles installed. Lay down an Issue Resolution Process to include the Functional as well as the technical team. Log every issue and prioritize. These will help you during future phases. Train every member of the Project team on how to use the Customer Connection. Develop a relationship with the Peoplesoft staff at the Global Support Center. Minimize Customizations GRANTS CONTRACTS PROJECTS BILLING RECEIVABLES

11 Contact Information Mary Aycock Florida State University (850) Barbara Clayton Florida A&M University (850) Herman Pinto Huron Consulting Group (978) GRANTS CONTRACTS PROJECTS BILLING RECEIVABLES