Post-Award
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POST-AWARD TOOLS
- Central / RAS Communication / Escalation Model
- FGC RAS Financial Status Report (FSR) Toolkit
- Financial Status Report (FSR) Quality Assurance Review Plan
-
Job Aid: Running the Projects in Deficit Report in the Sponsored Projects Dashboard
- Glossary of Terms
- Guidelines for Interaction with Sponsors
- NIH Final RPPR Instructions
- Other Support Presentation
POST-AWARD STANDARD OPERATING PROCEDURES (SOPs)
Complex Award Management Program Projects / Multi-Fund Awards
- SOP 2001 Complex Award Management Program Projects / Multi-Fund Awards
- Checklist: 2001 Complex Award Management
Pan Request/Set Up
Award Set Up
- SOP 2003 Award Set Up Process
- 2003 Award Cover Sheet
- Checklist: 2003 eNOA Review
- Job Aid: 2003 RAS Budget Adjustment
- Template: 2003 Award eNOA Email Notification to Co-I
- Template: 2003 Award eNOA Email Notification to PI
Set Up Payroll Distributions
Requesting a Subaward or Subcontract
Paying Subawards and Subcontracts
- SOP 2006 Paying Subawards and Subcontracts
- Checklist: 2006 Paying Subawards and Subcontracts
- Emory Express / Complete Receiving Process
- Job Aid: Subcontractor Invoice Processing
Projections and Forecasting
- SOP 2007 Projections Forecasting
- Checklist: 2007 Projections Forecasting
- Template: 2007 Projections and Reconciliation
- Template: Active Awards Reconciliation with Summary Page
Reconciling Expenditures
- SOP 2008 Reconciling Expenditures
- Batch Journal Entry Process - Setting Up and Updating Workbook Defaults
- Batch Journal Entry Process - Journal Macro
- Batch Journal Entry Process - Journal Upload_Prod9
- Batch Journal Entry Process - Journal Log
- Checklist: 2008 Reconciling Expenditures
- RAS Reconciliation Template Tip Sheet
- Template: 2008 Projections and Reconciliation
- Template: 2008 Reconciliation
- Template: Active Awards Reconciliation with Summary Page
Cost Transfers
- SOP 2009 Cost Transfer
- Checklist: 2009 Cost Transfer
- Template: 2009 Cost Transfer Justification Form
Invoicing Preparation
- SOP 2010 Invoicing
- 2010 Invoicing Process Map
- Checklist: 2010 Invoicing
- Invoicing Reference Manual
- Job Aid: How do I request a residual transfer (submit for approval)?
- Job Aid: How do I request a refund (submit for approval)?
- Job Aid: Reporting on Invoice Milestone CR_NON_LOC (Cost Reimbursable)
- Job Aid: Running the Transaction Detail Query
- Job Aid: Running the SPP2242: Sponsored Projects Detail Report
- Job Aid: Running a Labor Distribution Report
- Job Aid: Confirming F&A and Fringe Rates
- Job Aid: Placing an Award on Hold
- Job Aid: Reporting on Invoice Milestone SCHED_PAY_TASK
- Job Aid: Updating Events for Sched Pay by Task Bill Plan
Developing Interim Financial Reports
- SOP 2011 Developing Interim Financial Status Report
- 2011 Interim FSR Process Map
- Template: Award Review Tool (ART) - 10 Projects New / Updated 06/15/2018
- Template: Award Review Tool (ART) - 100 Projects New / Updated 06/15/2018
- Template: Award Review Tool (ART) - 200 Projects New / Updated 06/15/2018
- Template: Award Review Tool (ART) - 300 Projects New / Updated 06/15/2018
Progress Reports and Renewals
- SOP 2012 Progress Reporting and Renewals
- Checklist: 2012 Progress Reporting and Renewals
- Checklist: Meeting with PIs about Progress Reports
- Entering a Continuation Proposal
- Interunit Collaboration Agreement
- Job Aid: How to Complete an Electronic Conflict of Interest (eCOI)
- Job Aid: How to Create a Proposal in EPEX
- Person Months Conversion Chart for Effort
- Progress Reporting Overview
- Progress Reporting Process Map
- Reference Document:NIH Final RPPR Instructions (for PIs)
- RPPR Example 1
- RPPR Example 2 Completed
- Template: Internal Worksheet for the SF424 Modular Budget
No Cost Extensions Procedure
- SOP 2013 No Cost Extension
- Checklist: 2013 No Cost Extension
- Reference Document: Requesting No Cost Extensions (NCEs) for Industry Funded Clinical Trials without an Expiration Date
- Template: 2013 No Cost Extension Request
- Template: 2013 Second No Cost Extension Request Federal Sponsor
Cost Accounting Standards (CAS) Exceptions
Carryover
Effort Reporting Management and Certification
- SOP 2016 Effort Reporting Management Certification
- Checklist: 2016 Effort Reporting Management Certification
- Effort Reporting System (ERS) Certification Process
Rebudgeting
Changes in Effort
Add Additional Compass Projects
Change Award - Project Hold, PI Change, Scope Change, Grant Transfer
- SOP 2020 Change Award
- Checklist: 2020 Project Hold Request Process
- Checklist: 2020 Change in PI Request
- Checklist: 2020 Change in Scope Request
- Checklist: 2020 Transfer a Grant Out of the University Process
2021 Prepare Final FFR/Final Invoice
- SOP 2021 Prepare Final Financial Status Report
- Job Aid: 2021 Completing the FFR SF425 (Found in FFR Toolkit)
- Job Aid: 2021 Payment Management System Access and Queries (Found in FSR Toolkit)
- Job Aid: Creating PDF Award Review Tool (ART) File (Found in FSR Toolkit)
- Job Aid: PMS Report - Accessing the PMS Report through ORA Web Services
- Job Aid: Uploading Attachments into Compass
- Job Aid: Uploading to the I:Drive
- RAS ART Package Submission Scenarios (Found in FSR Toolkit)
- Reference Document: Analyzing ART Tips
- Template: Award Review Tool (ART) - 10 Projects New / Updated 06/15/2018
- Template: Award Review Tool (ART) - 100 Projects New / Updated 06/15/2018
- Template: Award Review Tool (ART) - 200 Projects New / Updated 06/15/2018
- Template: Award Review Tool (ART) - 300 Projects New / Updated 06/15/2018
Close Out Award
- SOP 2022 Closeout Award
- 2022 Closeout Form
- Job Aid: Journal Entries for F&A Adjustments
- Template: Project and Award Closeout Tool (PACT)
MILESTONES