Contracts & Grants Functionality Paul Sandoval, University of Arizona Lori Schultz, University of Arizona.

Slides:



Advertisements
Similar presentations
Module 7 Proposal Budgets.
Advertisements

Controlled Online Accounting General Ledger and Adjustments.
MARCH 26,2013 PRE-AWARD MATTERS THAT AFFECT POST-AWARD COMPLIANCE MODULE SERIES 3, SESSION III AAPLS (APPLICANTS & ADMINISTRATORS PREAWARD LUNCHEON SERIES)
JULY12, 2011 SESSION 7 OF AAPLS – BUDGETING FOR PROPOSALS WITH SUBCONTRACTS: ESTABLISHING RELATIONSHIPS APPLICANTS & ADMINISTRATORS PREAWARD LUNCHEON SERIES.
Budget 101 Overview of a typical grant budget Erin Scott, CRA.
Verifying & Entering Award Information into PeopleSoft NEW AWARD SET UP.
Effort Certification in the Kuali Financial System Office of Research Administration Indiana University 509 E. 3rd Street Bloomington, IN January.
Open Campus Meetings November 7 & 13, 2014 RESEARCH ADMINISTRATION SYSTEM (RAS) Submission of Grants.gov vs. Non-Grants.gov Proposals.
1 Self Service Banner FOAP AND NAVIGATION Fall 2005 Ver 7.1 Presented by the Auburn University Business Office.
Accessing BANNER. From “Benefits” Tab, Click on “Internet Native Banner”
Kuali Budget Construction Training Catherine Maddaford KBC Administrator.
HOW TO WRITE A BUDGET…. The Importance of Your Budget Preparation of the budget is an important part of the proposal preparation process. Pre-Award and.
Office of Research Information Systems Walk-Thru of Proposal Submission.
Grants 8.9 PSE Grants Management : Looking Forward.
Contracts & Grants Functionality Paul Sandoval, University of Arizona Jim Becker, Indiana University.
Indiana University East March 10, 2009 Teresa Miller, Manager Office of Research Administration – Grant Services.
Open source administration software for education research administration Awards Module Susan Mundt, University of Arizona KCC Award Subcommittee Co-Lead.
Agenda Topics • Overview of the accounting cycle from e-doc creation to decision support Components of the accounting cycle (ledger attributes, back office.
Kuali Conference 10/11/2005 Labor Ledger Processing & A21 Effort Reporting.
Eric Westfall – Indiana University Jeremy Hanson – Iowa State University Building Applications with the KNS.
Kuali Research Administration Functionality of MIT Coeus – Awards Kuali Days / November 2007 Tempe, Arizona Heather B. Arnett University of Arizona Susan.
End User Changes GO LIVE May 13, 2010 PS Grants Implementation.
1 Module 5: Budget. Objectives 2 Welcome to the Cayuse424 Budget module. In this module you will learn: – Cayuse424 Basic Budget Concepts – How to use.
1 Module 5: Budget. Objectives 2 Welcome to the Cayuse424 Budget module. In this module you will learn: – Cayuse424 Basic Budget Concepts – How to use.
Welcome to UConn KFS Training Introduction to KFS 2015.
Common Issues, Work Arounds, Fun Facts to Know and Tell September 2007.
Sponsored Programs Services (SPS) PROPOSALS. What is the PI’s role in the proposal?  Contact the central pre-award center,
Cost Sharing on Contracts and Grants October 16, 2001.
Restricted Account Status Reports November 29, 2001.
Sponsored Programs Accounting Managing External Funding Welcome & Introductions.
SBIR Budgeting Leanne Robey Chief, Special Reviews Branch, NIH.
Budget Forms  Standard Form 424A: BUDGET INFORMATION – Non-Construction Programs  RESEARCH & RELATED BUDGET (a.k.a. SF-424A R&R)  Modular Budget  PHS.
APRIL 13, 2011 SESSION 5 OF AAPLS – BUDGET FORMS FOR FEDERAL PROPOSALS APPLICANTS & ADMINISTRATORS PREAWARD LUNCHEON SERIES Module C: Budget Basics.
Overview of Labor Distribution, Certification Reporting and Management Reports Presented by: HRS/Payroll Staff January 8, 2010 Professional Development.
Kuali Days / November 2007 Tempe, Arizona. Kuali Research Administration Proposal Budget Module Presented by: Rhonda Dwyer, The University of Arizona.
Building Applications with the KNS. The History of the KNS KFS spent a large amount of development time up front, using the best talent from each of the.
Georgia State University’s Grants System: PeopleSoft Grants and Beyond Tonia Davis-Greenway University Research Services and Administration Office of Research.
KRA Budget Development Rhonda Dwyer University of Arizona Lisa Oliva Michigan State University Tyler Wilson Colorado State University.
Kuali Days Conference 04/11/2006 Labor Distribution Module Suzanne Zimbardo, University of Arizona Sterling George, Indiana University Ethel Workman, Indiana.
Capital Asset Management May 14, 2008 Today’s Presenters: Anna Jensen, Director of Auxiliary Accounting, Capital Asset Management, Accounts Receivable,
MAY 1, 2012 GRAFTON CAMPUS APPLICANTS & ADMINISTRATORS PREAWARD LUNCHEON SERIES Hands On Budget Workshop.
KRA Proposal Development Rhonda Dwyer University of Arizona Lisa Oliva Michigan State University Tyler Wilson Colorado State University.
Prepared by the Office of Grants and Contracts1 The Basics of Grants Administration.
How Grant/Research Administrators and OSR Can Work Together Better.
“SPEAR” WORKSHOP O CTOBER 19 & 30, 2015 TIFFANY FAHEY & JESSICA LAMBDIN C LOSEOUTS.
Electronic Proposal Development and Submission Module 7 Proposal Budgets Research Suite Product Support m.
Cost Sharing. Objectives Review roles and responsibilities Facilitate pro-active, continuous monitoring of cost share commitments Review Cost Share Summary.
Contract & Grant Administration and ERA October 11, 2005.
Contract & Grant Administration and Kuali Research Administration (KRA) April 10, 2006 Jim Becker.
ANUA 2011, Ft. Lauderdale INTRO Finance 2.0 Highlights ANUA 2011, Ft. Lauderdale education solutions development inc.
Chart of Accounts Bill Overman, Indiana University.
Travel Reimbursement -step by step- When is Travel Reimbursement (TR) required? All travel that requires reimbursement or travel advance issued on TA.
Recharge/Service Center: Rate Setting Overview Auxiliary Forum December 2015.
Kuali Research Administration Awards Module – Functionality of MIT’s Coeus Kuali Days VI/May 2008 Chicago, Illinois Renee Dolan Michigan State University.
Oracle’s Grants for State and Local Governments. 1 Oracle Grants Solution Drive performance with one integrated system — Bridge between operations and.
JOURNAL ENTRIES: PROCESSING A GENERAL ERROR CORRECTION ON-LINE TRAINING Fiscal Services Office Rev September 1, 2016.
PROCESSING AN INTERNAL BILLING DOCUMENT ON-LINE TRAINING
Fiscal Services Office Rev September 1, 2016
Travel Authorization -step by step-
Processing a Transfer of funds Document on-line training
LOC Draws, Subrecipient Monitoring, & FFRs
PeopleSoft Grants Module: Key Features
Sponsored Programs at Penn
Contracts & Grants Functionality
Overview of a typical grant budget
Overview of a typical grant budget
Kuali Days / November 2007 Tempe, Arizona
How to Submit Expenses in Oracle
RAPPORT Grants Product
Presentation transcript:

Contracts & Grants Functionality Paul Sandoval, University of Arizona Lori Schultz, University of Arizona

Overview Proposal Development –Budget Builder –Routing Form Proposal Document Award Document Accounts Budgets Cost Share

Kuali Budget Builder and Routing Form

Kuali Budget Builder Maintenance tables capture your fringe and F&A rates Can be linked to HR systems for employee names, appointment types, etc. Calculates budget with inflation for out years Maps to your institution’s object codes for postaward use

Budget Parameters Required items on the budget parameters page must be completed before the user proceeds to enter budget line items.

Budget Parameters, cont Tasks can be used to create complex budgets like NIH Program Projects (P)

Budget Parameters, cont Justification is required if the fringe benefit or graduate student rates are changed for a particular budget.

Budget Overview Cumulative budget can be viewed by task or period.

Personnel – Academic, 12-month Different “personnel grids” are used, depending on appointment type (academic vs. fiscal, students, staff, etc.)

Personnel – Professional/Staff Personnel are added via a user lookup. To Be Named personnel can be added to the budget.

Personnel – Academic, 9-month The summer period can be modified (at the institution level) to meet school needs

Non-Personnel Expenses Non-Personnel subcategories map to institutional object codes Line items can be copied forward to future budget years, with inflation

Cost Sharing Overview Captures cost share (institution, 3rd party, direct and F&A), and requires source distribution for all items

Modular Budget  Creates the NIH modular budget page based on your detailed budget.

Modular Budget, cont. Text entry for NIH-required modular budget justification.

Indirect Costs Calculates indirect costs based on project purpose and location. Calculates F&A on cost share, and unrecovered F&A.

Permissions Allows you to add users (on an ad-hoc basis) to read or modify the budget. Also lists default permissions based on depts/colleges.

Permissions, cont.  Workflow Route Log shows actions taken on the budget. The budget is not “approved” as a stand-alone document.

Output Output creates PDF files in various templates: generic budget format, SF 424 R&R, and PHS 398/2590 budget pages

Template  You can make copies of an existing budget for future modification.

Audit Mode  When Audit Mode is activated, this page lists hard & soft errors in the budget document, and links to their location.

Notes Like all Kuali eDocs, users may add notes/attachments to save with the budget document.

Kuali Routing Form Electronic preparation, routing, and approval of the institutional routing sheet Links with the Kuali Budget Uses workflow to customize approval hierarchies / needs

Main Page – Doc Overview & Agency Info Main Page uses lookups to select the sponsor, federal pass through (if any), and CFDA number.

Main Page - Personnel All project personnel can be added to this page. Distribution for academic credit and F&A revenue are included.

Main Page – Submission Details Amounts & Dates populate from the Kuali Budget.

Personnel Personnel Profile is “display only.” Additional functionality to be determined.

Research Risks Captures the individual proposal’s involvement with research risks and compliance items

Research Risks, cont. A “yes” response requires additional information for each item.

Project Details Cost sharing totals aggregate from the Kuali Budget, but can be entered manually.

Project Details, cont. Subcontract amounts are captured from the Kuali budget.

Module Links Link with Kuali Budget Builder

Notes Attach Notes or Files

Output Print the routing form

Template  Copy the routing form

Audit Mode Activate the audit mode and find all the errors

Permissions Give people read or modify permissions to the routing form

Approvals See who has to approve the routing form in the Org Hierarchy. Add hoc route to individuals or work groups.

Questions so far?

Proposal and Award Proposal and Award functionality includes: Proposal and Award tables C&G attributes on the Account table C&G Account(s) budgets Cost Share management

Proposal Proposal number, project title, agency name, dates, amounts, and other details Collections –Project director(s) –Organization(s) –Subcontractor(s) Automatic feed from the Routing Form –Manual entry also possible

Award A separate table from the Proposal (allows differences between Proposal and Award) Copies data from the Proposal table for reduced data entry and greater accuracy Additional post-award financial detail included (LOC information, future funding, account numbers)

Accounts C&G accounts are like other accounts C&G-specific fields include F&A rate, F&A exclusions, Higher Ed. Function Code, etc. Separate accounts may be established for on/off campus components, multiple departments, etc. Account is linked to the Award, and therefore to the Proposal

Budget Reflects the awarded budget Budgets are established for each associated account Budgets are established at the object code level Sub-accounts allow budgets for multiple purposes, including cost share

Cost Share Utilizes existing sub-account structure Each cost-share sub-account is linked to a departmental account Encumbrances on the CS sub-account are mirrored on the departmental account Expenses on the CS sub-account are reimbursed nightly by the departmental account Ensures cost-share is only counted once, and is included in the correct F&A base.

Cost Share Model C&G Account Cost Share Sub-Account Department Account Expenses – charged to a Cost Share Sub-Account Cash Cash is transferred nightly to cover all cost share expenses incurred that day.

Questions?