Once your project has officially been awarded by a sponsoring agency, the Office of Sponsored Research and Programs (OSRP) pre-award staff will accept and initiate the set-up process via an internal award package. This package includes the following documents:
- Notification of Award Cover Sheet
- Budget Allocation – University Account Codes
- Sponsor Approved Budget and Justification
- Official Award from Sponsoring Agency
- Miscellaneous Supporting Documents
This award package is then forwarded to post-award for processing. Post-award staff will review the package and initiate the Banner set-up. This process includes the following steps:
- Assign the Fund Number
- Prepare and Submit the Fund Establishment Request to Finance
- Key Approved Budget into Banner
Once the project fund has been established, the principal investigator (PI) is notified by the post-award staff. At that time, the PI should immediately submit the following (applicable) forms:
1. Banner Access Request Form
This access form must be submitted by the PI each time a new fund is established. In addition, a form must be submitted for whomever will key requisitions, budget transfers and travel request on behalf of the PI. Complete the Banner Access Request Form.
2. Change of Source of Funds
A change of source of funds form must be submitted to OSRP when a PI has budgeted for salary during the academic year or calendar year. The post-award staff can assist you with completing this form. Please contact your assigned post-award research administrator.
3. Submit Human or Animal Subject Protocol Application
If your proposal includes human or animal subjects, a protocol application must be submitted to the appropriate governing body at the University. For assistance, please contact the Office of Research Compliance and Technology Transfer.
- Institutional Review Board (IRB), [email protected]
- Institutional Animal Care and Use Committee (IACUC), [email protected]
4. Confirm Subawardees Are Approved Vendors
Confirm your collaborators/subawardees are listed as vendors in the University’s procurement system (Eagle's Purch). If not, a vendor registration form must be submitted to the Purchasing Department.
5. Submit Information to the Department for Summer Salary
When summer salary is included in the budget, the Banner (FOAP: Fund-Org-Act-Prog) information must be provided to your department contact by the requested deadline determined by Finance.
6. Initiate Tuition and Fee Payments
Payment requests for student tuition and fee transactions must be submitted via the Tuition Remission Form (graduate students only) or the Check Request Form.
If you need further guidance at the implementation stage, please submit a “Start Work” meeting request by emailing [email protected]. You will be contacted, and a meeting will be scheduled for you with pre- and post-award staff, plus any other applicable participants.