Maria Whalen
Maria.whalen@umassmed.edu
(508)856-6510

• Name
• Your Department
• How many years, months, weeks, days with the
University?
• How will you be using PeopleSoft?
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• Logistics
• Restrooms
• Cafe
• One - 15 minute break
• Parking Lot items
• Handouts
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By the end of the session, participants will be able to:
• Describe the business process for Creating and
Updating a proposal
• Create and submit a Budget Proposal
• Print a Proposal Routing Form
• Inquire on Proposals, Awards, Budgets and
Expenditures
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• All grants-related data is stored in one system
• Handles both Pre-Award and Post-Award functions
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• Create/Update Profiles
• Create Proposal
• Each proposal consists of at least one project
• Enter Projects
• Enter Budget Information
• Each project consists of at least one budget
• Print Routing Form
• Submit Proposal
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• Award is generated from Final Proposal
• Negotiate with Agency to achieve final funding
• Update Final Proposal and generate award
• Activate Project Budget, Contract, Billing Plan and Revenue Recognition Plan
• Close Grant
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Enter Demographic and Budget enter
Proposal V101
(Decentral)
Proposal is created and
Proposal Routing Form is Printed. Obtain necessary signature.
Submit Proposal in
PeopleSoft and send paper work to RFS
RFS reviews proposal.
A fully signed copy returned to Dept once approved
Generate Award from
Final proposal.
If award is funded, RFS updates proposal, makes a copy to FINAL version.
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• Supports department and faculty in pre-award and some post award activities
• Maintain information on federal and private funding sources including standards guidelines and application material
• RFS requires you to submit Paperwork for administrative review at least 5 working days for review and approval of proposals
• All Grants.gov application require RFS to be the official submitter
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• Research Funding Services
• Proposal Review and Submission Policy
• Indirect Rate Agreement
• Internal Budget Worksheet
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• Annual Progress Report
• Proposal Routing Form (PeopleSoft generated)
• Conflict of Interest Disclosure Summary
• Internal Budget Worksheet
• Letter of Intent (only if UMASS is sub-other
Univ is the Prime)
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Budget Period 1
Award
000000000011111
(same as Proposal ID)
Project
S61110000005024
Budget Period 2 Budget Period 3
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• Proposal (called “V101”) is created with the following data:
▫ Institutional and personnel data
▫ One or more project descriptions
▫ Preliminary budget data
▫ Compliance information
• Standard information about the campus, the sponsor, and departments and personnel involved in the proposal is captured from templates called “profiles,” maintained by the central grants office on each campus
• Each project within the proposal may have its own budget, with multiple budget periods
• Additional information can be tracked for the submission, such as sub-recipients, federal flow through, conflicts of interest, intellectual property and previous awards
• Proposal is assigned a Proposal ID by the system
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• Each proposal is required to have at least one project.
• The project is used to track the fiscal part of the proposal and/or award.
• The project can be used to differentiate scope of work and/or budgets among multiple projects contained in a single proposal.
• Each project can have only one Department and one
F&A base and rate.
• F&A distribution may be defined for the V101 proposal, but must be defined before the FINAL proposal award is generated. If applicable, decentralized offices will input this data. This information must be completed for each project on the proposal.
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• You must have a run control setup in order to print proposals in PeopleSoft
• If you do not know how to setup Run Controls – please see me after class
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