Setting Up an Award

Select the institution the award belongs to.

If a location exists, select the location that the award belongs to.

Select the code for the division the award belongs to. You define division codes for code type DI on Codes (GM02.1).

Select the code for the department the award belongs to. You define department codes for code type DP on Codes (GM02.1).

Select the code for the type of project or activity. For example, research grant, contract, or clinical trial. You define project type codes for code type PJ on Codes (GM02.1).

Select the code for the type of award. For example, new, non-competing, or continuation. You define award type codes for code type AW on Codes (GM02.1).

Select the code for the line of business, for example, research or instruction. You define business line type codes for code type BU on Codes (GM02.1).

Select Yes if a Material Transfer Agreement (MTA) is required. The default is No. This field is for information only.

Type or select the Accounts Receivable company of the direct sponsor.

Type or select the customer number of the direct sponsor.

A direct sponsor is an organization that engages an institution to work on a grant or research project. If your organization is a subcontractor on a grant or research project, the direct sponsor is the organization that funds you as a subcontractor, and the prime sponsor is the agency that funds the direct sponsor. Be sure to enter the prime sponsor information in the Prime Sponsor fields or the Prime Sponsor Code field.

Type the direct sponsor's award number.

Type or select the Accounts Receivable company associated with the prime sponsor. If the grant has only one sponsor, such as NIH, you can leave the Prime Sponsor or Prime Sponsor Code fields blank. Grant Management uses the direct sponsor information to print on reports.

Type or select the customer number of the prime sponsor. This could be different than the billing sponsor, which would be attached to the contract information.

If the prime sponsor is not an Accounts Receivable customer, select a prime sponsor code in the Prime Sponsor Code field.

A prime sponsor is an agency that awards a grant or funds a research project, such as NIH. If your organization is a subcontractor on a grant or research project, the prime sponsor is the agency that funds your direct sponsor.

If the prime sponsor is not an Accounts Receivable customer, select the code for the prime sponsor. You can define Prime Sponsor codes for code type SP on Codes (GM02.1).

If the grant has only one sponsor, such as NIH, you can leave the Prime Sponsor or Prime Sponsor Code fields blank. Grant Management uses the direct sponsor information to print on reports.

Type the prime sponsor's award number.

Type the number assigned to a Federal program in the Catalog of Federal Domestic Assistance (CFDA).

The CFDA is a government-wide compilation of Federal programs, projects, services, and activities which provides assistance or benefits to the American public.

Select whether to include the activity in the Schedule of Expenditures of Federal Awards (GM270). If this field is left blank, the activity will not be included, if 1 is selected it will be included. The default is 0.

Select a major category to classify the activity. The activities in the Schedule of Expenditures of Federal Awards (GM270) can be sorted and totaled by Major Category.

Type the Program Title for the award. This description prints on the GM270 report. If left blank, the Activity description prints on the report's Program Title column.

This field is display only. It displays the valid activity date range.

Type the date the award proposal is submitted.

Type the date the Notice of Grant Award (NOGA) is received.

Type the date the award money is received.

Type the estimated or expected close date for the grant.

This field is display only. It is updated by a status change (to purge or inactive) on the grant activity.

If the activity is later reopened, the close date is not removed. If the activity is then closed again, the first Actual Award Close date remains.