“SPEAR” Workshop October 19 & 30, 2015 Financial

Transcript:“SPEAR” Workshop October 19 & 30, 2015 Financial:
“SPEAR” Workshop October 19 & 30, 2015 Financial Management of your project Financial Management Direct Benefit to Sponsored Award Personnel Costs Encumbered– HR/Payroll Non Personnel Costs Purchasing Accounts Payable Non-Duty Stipends Research Participant Payments Travel/Expense Reports Journal Entries/ DOL – General Accounting Interdepartmental Requisitions Graduate Waivers – Graduate studies Spending Funds SRA Transaction Review ALL > $1000 Personnel appointments pPaf, ePaf, Rdff Stipend requests Journal entries/ DOL Interdepartmental requisitions IDR Auxiliary Charges Subcontracts/ Subcontract invoices Requisitions Expense Reports Payment requests Compliance Evaluation Criteria Chartfield Information- Commitment Control-> Review Budget Activities-> Budgets Overview Dept ID, Fund Code, Project Number Available Balance Commitment Control-> Review Budget Activities-> Budgets Overview Direct Cost Funds available for Expense by budget category line item Appropriate for nature of expense Authorized Signature- Project Costing->Project Definitions->Team Sponsored Project Manager or PI Co PI – PI must authorize expenditure approval Performance Period-Project Costing->Project Definitions->Status Goods or Services received and consumed within Dates of Award period Account code/ Job Code http://controller.vpfa.fsu.edu/Accounting-Property-Services/General-Ledger-Account-Lists Allowable- Grants- Awards-> Award Profile (Terms Tab) Terms and Conditions support expense Reasonable and Necessary Allocable – amount charged benefited project proportionally Regulatory Pyramid Guideline Information myFSU Tools Award Profile Project Project Activity Project Costing Budgets Overview myFSU BI Award Profile- Award Tab Award Profile Navigation Grants-> Awards-> Award Profile Information on Award Tab Agency Reference/ Award Number Title of Award PI’s Name Sponsor Name Award Dates Projects associated with award Award Profile- Funding Tab Funding Tab Award Profile- Funding Tab Modifications processed on award Budget Posting Status = Posted Available in Commitment Control Award Profile- Certifications Certifications Information on Certification Tab Waiver Codes Wav 1 a. Contract/ Grant will pay matriculation fee for graduate student and out of state tuition for engineering majors Matriculation charges follows appointment b. No qualifying graduate students proposed. (NOTE: This account will be coded to the effect that matriculation fees/tuition waivers will be direct charged in the event qualifying graduate students are appointed at a later date.); OR c. Sponsor does not allow payment of graduate assistant salaries; therefore, there will be no matriculation fee liability. Wav 2 Matriculation charges covered by College/ School Waiver Allocation Wav 3 Department will need to submit departmental Billing form to SRA Coordinator with alternate funding source Wav 4 Contract/Grant will pay only the matriculation fee for graduate assistants, even if, engineering majors are involved in this project. Matriculation charges follows appointment Human Subjects Animal Care Indirect