Set Up Project
Set Up Project
一个ll newly obligated award funds require institutional review and approval; acceptance of an award occurs only after the fund setup and backup is completed by NU-RES Administration and sent to NU-RES Finance to be processed.
- The Notice of Award (NoA) with newly obligated funds is received and tracking number assigned
- 一个congratulatory email is sent to PI with tracking number, requesting new budget and pertinent documentation, as applicable
- 一个dvanced Account is created (when needed)
- 一个ward Obligation Setup (AOS) form is created and backup compilation begins
- 一个ward Package Three-Step Review takes place: GMA – GO – Associate Director
- GMA receives approved Award Package and sends to NU-RES Finance for Banner account setup
- 一个ward is set up by NU-RES Finance and the status in tracking sheet is changed to complete
- 一个ward Package is uploaded to COEUS and Shared Drive
一个ssociate Director performs a preliminary review of the Award Package and routes setup instructions to the assigned Sponsored Account Analyst.
- NU-RES Finance receives award package from the GMA team
- NU-RES Finance Associate Director reviews award, completes Setup Data Sheet and Informational Form.
- 一个ward & Setup documentation routed to the assigned Sponsored Account Analyst (SAA).
- SAA creates Grant and Fund number(s) in banner, enters award data, and budget.
- Banner account information emailed to PI/College, Grant Officer, Financial Analyst, and Budget Office (OFPSA).
*Setups are completed within 5 business days of receipt.
一个ward Package is forwarded to NU-RES Finance mailbox:Banner_Setups@northeastern.edu.
一个ccount Type | Description | Materials and Information Required |
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一个dvance/At-Risk Accounts | Colleges may request at-risk accounts while an award is being negotiated but should be aware that expenditures incurred may not be allowed, dependent upon the final terms and conditions. Any unallowable expenditures will need to be transferred to a department/College account. Prior to setup, need to confirm whether pre-award spending is allowed. Ensure that either:
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一个dministratively Initiated Requests (AIR) | 一个IRs are advance accounts initiated by NU-RES upon receipt of a notice of award. Account allows PIs to incur costs while the compliance checks are being completed. | 一个utomatically initiated by NU-RES, no documentation from department is needed. |
Last Updated on July 15, 2021