Intake Process – New Awards

Signature Required

Launch Team will:

• Find the Funding Proposal 
• Selects Funding Anticipated, then sends email to the Setup Team using Send Email from Funding Proposal.  
• Setup would go into the funding proposal using the link in the notification 
• Setup will Create Funding Award activity (as a draft if involves Contracting).  
• Launch will do the above steps but note in comments that it is draft and sent to contracting. 
• Launch in FP Assign Specialist and assign to Launch Administrator 
• Click Create Agreement activity 
• Select Sponsored Research Agreement 
• Reassign Specialist back to the Pre-Award Specialist 
• Go to Related Projects on the Funding Proposal 
• Find and select Pre-Submission SRA agreement 
• Edit Agreement   
• Complete required fields & upload draft agreement (can only upload one so if multiple, uploads in Supporting Documents). Also update the Central Office Data in the Funding Proposal with Agency Contact Information. 
• Add CONTR at the beginning of the title. If a funding proposal is needed, add PROVISIONAL at the beginning of the title and add comment in the description box. 
• Click Assign Office and select SPS Contracting. Then click Submit to send this to Agreements – unassigned state – ready for assignment.  
• Contracting will review the Agreements Unassigned list to assign to an analyst. 
  • Open agreement 
  • Assign Owner Activity – whoever is assigned also needs assigned as the Primary Contact 
  • Manage Access – update to person assigned as Owner (analyst assigned)