Details

The following sections are available in Manage Awards

1. Award Number

2. Award Name

3. Navigation Train Stops: Details, Projects, Funding and Review

4. Back and Next: Used to navigate through the train stops.

5. Business Unit: Always defaults to IDBSU.

6. Legal Entity: Always defaults to Boise State University

7. Primary Sponsor: As shown in the award document.

8. Principal Investigator: PI name

9. Start Date: As shown in the award document.

10. End Date: As shown in the award document.

11. Status: Shows the lifecycle of the award

    1. Draft: Award is being setup.

    2. Active: Award is in place and is in the award period.

    3. Expired: Award has ended.

    4. Closed: OSP has completed the closeout process and the award is no longer available for activity.

12. Award Navigation Tabs: Allows the user to review different areas within each train stop to include general, financial, compliance and personnel data.

Details: General Section

The following sections are available in Details: General.

1. Organization: Cost center associated with the purpose of the award.

   1. 1001001 – Instruction

   2. 1001004 – Research

   3. 1001006 – Other Sponsored Activity.

   4. 1001011 – Academic Support

2. Institution: Always defaults to Boise State University.

3. Sponsor Award Number: Agreement number assigned by the sponsor.

4. Description: Provides additional detail about the specified project.

5. Purpose: Options include Instruction, Other Sponsored Activity, Research Applied, Research Basic, Research Development and Research Multi Type.

6. Type: Options include College/University, Federal, Flow Thru, For Profit, Foreign, Internal, Local Entity, Non Profit, Non-ID, Local Entity, Non-ID State Entity, Non-Profit Org, Not Yet Determined, State of Idaho and Tribal Government.

7. CFDA Numbers: Used for awards from federal agencies or federal flow through.

8. Keywords: Used to track specific grant-related data like the funding instrument, program income or participant support or H.E.R.C/C.A.E.S funding.

9. References: Contains the proposal number and cost share information, as applicable.

10. Attachments: Used to attach award and other relevant documents.

11. Additional Information: Used to provide information related to conflict of interest, flow-through, intellectual property and previous awards.

Details: Financial Section

The following sections are available in Details: Financial.

1. Burden Schedule: Equivalent to the F&A rate and base.

2. Fixed Date: If there are multiple F&A rates on the award, the start date of the current rate will be reflected, otherwise it will be blank.

3. Expanded Authority: Indicates carryforward of budget from one period to the next.

4. Pre-Award Date: The date on which expenditures can begin to be incurred.

5. Close Date: The final date on which all activity must be completed, typically 15 days prior to the final financial report/invoice due date.

6. Budget Period: Converted awards are reflected as one year periods. New awards will have budget periods that match the award document.

7. Funding Sources: The external funding source/sponsor will be listed. If the award has cost share. Cost shared by internal source will be checked.

8. Organization Credits:

   1. Organization: The department for the Principal Investigator unless otherwise documented.

   2. Percentage: Credit can be split between departments and will be assigned as documented. If there is internal funding, there must be two lines even if they are under the same department.

Details: Compliance Section

The following sections are available in Compliance Details.

1. Terms and Conditions: Unique terms and conditions will be listed.

2. Certifications: A future enhancement will show IRB approvals.

Details: Personnel Section

The following sections are available in Personnel Details.

1. Internal: Checked when the person is a Boise State employee or sponsoring agency contact.

2. External: Identified by no check in internal column and no role assigned. Contact should only be made when coordinated with OSP.

3. Role: Identifies the roles of award participants to include:

   1. Project Manager: Sponsored Projects Administrator

   2. Principal Investigator

   3. Award Participant: May include business manager, department administrators and co-PIs.

Projects

The second train stop is Projects.

The following sections are available in Projects:

1. Funding Source: Indicates whether the project is sponsored or internal (match or program income).

2. Project Name: Provides a name for each project in the award.

3. Project Number: Provides a number for each project in the award.

4. Project Status:

   1. Approved – available for activity

   2. Closed – not available for activity

   3. Pending Close – closeout is in progress

   4. Requested – ready to submit for approval

   5. Submitted – project submitted but not approved

5. Project Manager: Sponsored Projects Administrator

6. Project Start Date: The date that transactions may begin, typically matches the pre-award date on the Financial tab of the Details train stop.

7. Project Finish Date: The hard stop date for transactions, typically matches the close date on the Financial tab of the Details train stop.

8. Project Organization: Cost center associated with the purpose of the award.

   1. 1001001 – Instruction

   2. 1001004 – Research

   3. 1001006 – Other Sponsored Activity

9. Project Details: Provides a snapshot of the information you find in Project Financial Management.

Funding Summary

The third train stop is Funding.

The following sections are available in the Funding Summary:

1. Funding Allocation: allocated by budget period. Note: Converted projects with multiple budget periods and fully awarded are loaded into period 01 with 0.00 for each subsequent period.

2. Funding Source: Funding is allocated based on the source. External funds will show the sponsor name and Match or Program Income funding will show as internal.

3. Base-01: The initial funding period; Match indicates external funding and IN internal funding.

4. Supplement-02: Each subsequent funding period will show as supplement 1, 2, etc.

5. Direct Funding Amount: Populated with direct cost portion of the award. Converted projects will have the entire funding amount loaded in this column.

6. Indirect Funding Amount: Populated with the F&A portion of the budget for new awards. The default 0.00 will show in this column for all converted awards.

Funding: Graphs

The following sections are available in the Funding Graphs:

1. Funding Summary: Shows the allocation of funding over the budget periods.

2. Project Funding Details: Shows the allocation of funding across projects.

Review

The fourth train stop is Review.

The following sections are available in the Review:

1. Contract Summary: The billing tool for an award is a contract. Contract Lines indicate the amount we are authorized to invoice the sponsor.

2. Validation Results: Shows the details for warnings and errors on the award. The Sponsored Projects Administrator will resolve and review warnings to determine if action is necessary.

End of Process

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