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UD Research's E-Newsletter for Research Administrators.
IN THIS ISSUE: Pre-Award, Post-Award and Effort Related Information
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An E-Newsletter Dedicated to UD's Research Administrators 

NOVEMBER 2016
Pre-Award

Budget Revision Procedure
 

The budget plan is the financial expression of the project or program as approved by the sponsor during the award process. During the conduct of a project, the principal investigator may determine that budget changes are necessary to carry out the project work. Many sponsors allow flexibility in how project funds are expended and permit budget changes needed to meet project requirements.
 
As of November 1, 2016, all budget revision webforms for federal and federal flow-through awards will require approval by staff in the Research Office. This is an important step to ensure appropriate internal controls regarding the management of federal funding at the University of Delaware. 
 
Budget modifications will continue to be submitted using the FIN_Budget Revision webform, and the system will automatically route those affecting federal and federal flow-through awards to the Research Office. When an award requires sponsor prior approval for the requested budget modification, we recommend you contact your Contract & Grant Specialist in the Research Office prior to submitting the FIN_Budget Revision webform.
 
Budget Revision Procedure
Post-Award

SubAwards from
a Closeout Perspective

  • Departments should coordinate with the Research Office Subrecipient Specialist to ensure that the final invoice is received in a timely manner (or well before the end date of the prime award) from the subrecipient in order to prevent delays in closing UD’s prime award (or cause failure to meet the sponsor’s contractual obligations). Payment of the final invoice is contingent upon the Research Office's receipt of the Subrecipient Closeout Checklist (Attachment 4A).
     
  • Upon receipt of the final invoice, verify that the Subrecipient Closeout Checklist and any other required documents are received, the full amount expensed and posted to PeopleSoft matches the certified expense amount provided on the checklist, and that any committed MATCH requirements have been met.
     
  • Once there are no open obligations on the subrecipient purchase order, the department will need to complete the FIN Purchase Order Amendment webworm for each PO so they can be closed by Procurement Services. 

     
Subrecipient Close-Out Checklist
Billing

Are you having trouble 
finding an effort report? 
 

The search function on the main page of the Effort System is completely optional. If you scroll down below the search fields, you will find links to all effort reports to which you have view access. Reports for period 163 (faculty summer research) will currently appear under “Current Effort Periods,” and reports for any other effort period will appear under “Previous Effort Periods.” You should see a hyperlink labeled with either your name or your department. Clicking on a department name will drill down to reports for individuals. Clicking a name will open the effort report for that person.

Please remember to complete all effort reports before the November 29th deadline.
Effort System
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