Intake Process Amendments (Needs Signature)

From awards@purdue.edu

Launch Team will:

• Related Projects of the Award 
  • If no SRA is listed on related projects, create an agreement activity from the Funding Proposal. 
• Click on SRA to go to agreements module 
• Click Create Amendment Activity and complete required fields 
• Submit  
• Click Assign Owner and assign to AMA. 
  • Launch will get the AMA from the Award Administrative Contact 
• Email sent to AMA

AMA will:

• Access the Funding Award 
• Review for any AMRs in state “Review: 
  • If an AMR is in state “Review,” check to see if that pending AMR is for this amendment from the sponsor.  
  • If it is, approve the AMR with a note that the amendment is being processed with SRA#. 
  • If not, proceed to steps below for the SRA. 

AMA once fully executed go to Email Agreement in Agreements Module:

• Select recipient for email to setup@purdue.edu 
• Add attachments from email  
• Click Ok and send email 
• History Tab – Email sent 
• AMA will attach documents from email received to the award (attachments) 

AMA once emailed to Setup, in the Awards Module 

• AMA will attach the fully executed amendment to Attachments. 

Setup will:

• The setup administrator receives the email for assignment and processing

From AMA

AMA will:

• Access the Funding Award 
• Review for any AMRs in state “Review” 
  • If an AMR is in state “Review,” check to see if that pending AMR is for this amendment from the sponsor.  
  • If it is, approve the AMR with a note that the amendment is being processed with SRA#. 
  • If not, proceed to steps below for the SRA. 
• Related Projects 
  • If no SRA is listed on related projects, create an agreement activity from the Funding Proposal.
• Click on SRA to go to agreements module 
• Click Create Amendment Activity and complete required fields 
• Submit the SRA/SRA amendment. 
• Assign the AMA as owner. 
• If the terms and conditions are considered questionable, Email Agreement to Susan Corwin for review. 
• Susan Corwin after review will Email Agreement to requestor with approval to proceed or direction to send to Contracting from the SRA/SRA Amendment. 
  • If sending to contracting-unassign SRA and add Contr to the beginning of the title