Page 3 - How do I Create a New or Renewal Award

Creating New or Renewal Awards

V102 for detailed steps.
IV Review/Update and Proposal Version V102 reflects the latest terms and
Submit Proposal compliance information. All proposal information needs
Version V102 to be reviewed for accuracy before an award can be
generated. You will check F&A base and rates, budgets,

demographic information, personnel and effort data,
and finally PI and Department.
Once you are satisfied with the information and have
made any desired changes to Proposal Version V102,
you will submit the proposal in compass.
• Please make sure that Award Budgets, F&A
rate, F&A distribution to departments, and
product for contract setup (LOC, Prepaid etc.)
have been verified. These values are critical and
require significant effort to change on a
generated award.
• Make sure to note down Proposal Title,
Proposal Project, Begin and End Date, F&A
data, Department and Subdivision. You will be
verifying these values on Project and Activity in
later steps. You can also use the Print Report
function in EPEX to have a printout ready for
use in future verification steps.

Refer to the Job Aid How do I update and Submit
Proposal Version V102 for detailed steps.
V Generate Award from PAN Awards will create a Project and Activity when the
Proposal Version V102 award is generated the first time. A full award and
contract will be created when the PAN is converted to a

full continuation.

• Please make sure that the Pre Award Spending
check box is selected when you are initiating a
PAN award. Failure to do so will result in
generation of an award and a contract which
may not be the intended action at this
processing stage.
Refer to the Job Aid How do I Generate an Award from
Proposal Version V102 for detailed steps.
VI Setup Award Award setup involves review and finalization of Grants
budgets and F&A. You will also be entering Award
terms, milestones, FSR milestones, Award Comments,
Closeout information and any additional grant specific
information that was not captured in Proposal Version
V102. Projects and Activities will be added, if required.
Refer to Job Aid How do I Setup an Award

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