New to UD?

WELCOME!

• What you need to know to get started

• Who to turn to for answers

• Where to find information

• Alphabet soup

• What about the Feds

People Soft Access

What is it and how do I get it??

What is People Soft?

PS is an operating system used at UD for:

• Grant submissions • Financials • Student Services • Human Resources

Security clearance is required to access this system.

Steps to Getting Security Access

Your supervisor will send an email request to ovpraccess@udel.edu with the following information:

– Your Name: (JANE DOE)– Your EMPLID: (XXXXX)– Your User ID: (DOEJ)

and indicate one of the following access roles:

• Grants - Research Administrators (Proposal entry and inquiry) GM_RESEARCH_ADMIN

• Grants - Proposal Data Entry only GM_DATA_ENTRY

• Grants - Proposal Inquiry only GM_PROPOSAL_INQ

How is People Soft Used?• For Grant Proposals (Pre-award)

People Soft is a convenient system for inputting, routing, and tracking proposals. A how-to manual is available to help you; contact you C&G administrator

• For Financial Monitoring and Reporting (Post-award)People Soft allows you to choose from a menu of Queries to view:

• Grant expenditures • Budget balances and transfers• F&A distribution• Grants awarded to PI• Current and upcoming grant closeouts

More information on Queries can be found at this RGS website:http://www.udel.edu/research/preparing/grantsmanual.html?panel=1#examples

Queries and Grants

• Queries allow you to extract financial data from People Soft.

• There are 2 types of queries that you will use the most:

EZQs and GMQs

.

Award Monitoring

Queries

GMQs extract information that is specific to grants such as Proposal, Project, and Cash details.

EZQs provide sponsored and non-sponsored fund balances

Pre-written Queries• EZQ_BAL_PROJ_QUERY

– View PTD balance by account

• EZQ_BAL_PROJ_TOTAL– View Project-to-date balance for a purpose

• GMQ_PI_PROJ– View list of Project associated with a PI

• GMQ_PENDING_CLOSEOUTS – List projects nearing their end dates

• To access more pre-written queries go to:https://dew.nss.udel.edu:4450/psp/FIRPT/EMPLOYEE/ERP/?cmd=login

(PS Reporting)

Award Monitoring

Bringing UD Data Directly to You!

BUDDY (www.udel.edu/buddy) is a web based report of financial data using UD People Soft which can be used for routine balance and transaction inquiries. Is it a quick and easy resource for PI’s and Chairs.

Award Monitoring COGNOS©

COGNOS© is the official UD administrative reporting tool.

A data warehouse is currently being developed for reporting that will offer increased functionality in standardizing and formatting report data.

Award Monitoring Con’t.

•Labor Allocation Module (LAM) is used to input a percentage distribution of salaries for faculty, professional, and salaried staff. This information is used to correctly charge salaries in each pay period. This system provides a quick turn-around for salary funding changes.

•To link to the LAM go to www.udel.edu/LAM and click on UD PROCESSES

PAYROLL

(HRMS) 

LAMLabor Allocation

Module

Funding A20%

Funding B20%

Funding C20%

Funding D40%

JEDDISTRIBUTION

    .

             

    

Payroll charges are processed by HR and are distributed either directly (based on the JED) or on the distributions in the LAM. The pay amount will go from HRMS directly to the LAM, where the distribution for each affected employee will be revised to reflect the desired distribution The LAM will override the Job Employment Data (JED) distribution.

What is Effort?

• “Effort” is the percentage of time a researcher commits to a particular project

• For proposal submissions, Effort is converted to “Person Months”, and if awarded, the researcher must adhere to the Effort commitment.

• Grant managers are required to monitor Effort and twice a year certify Effort accuracy.

How Do I Convert Effort to Person Months?

• Calculate effort based on a 12 month year (9 month contract amount divided by 9 & multiplied by 12)

• 1 month out of 12, or 1/12, equals 8.33% rounded to 8% to represent one month of effort.

• NIH Calculator – an easy to use effort to person month conversion table

http://grants.nih.gov/grants/policy/person_months_conversion_chart.xls

RESEARCH & GRADUATE STUDIES

(RGS) Website

A valuable resource for quick links to information, updates, and training

opportunities.

• Website Address: http://www.udel.edu/research/

Useful UD WebsitesUD uses PEOPLE SOFT (PS) to provide a warehouse of information that will be helpful to you as pre- and post award managers. Log on

with your UDelNet ID and Password to access UD Financial System (PS):

• REPORTING DATABASE www.udel.edu/firpt for queries and reports

• PRODUCTION DATABASE www.udel.edu/fiprd for proposal submissions

• MONTHLY STATEMENT VIEW www.udel.edu/webstmt for viewing and reconciling transactions

WebformsUD WEBFORMS www.udel.edu/webforms are electronically submitted personnel and expenditure documents forms such as BERs, Request to Hire, Proposal Approval, and Journal Vouchers, just to name a few, that you may initiate, approve, or route throughout UD, (Note:The log on screen for WEBFORMS and UD FINANCIALS are the same, but the web address is different.)

Use your UDelNet ID and Password to also access:

• PROCUREMENT www.udel.edu/procurement/ for Purchase Orders, Vendor Payments, and more

• GENERAL ACCOUNTING www.udel.edu/genacct/ for Journal Vouchers, Account Code Listing, and Daily Accounting

• HUMAN RESOURCES www.udel.edu/hr/ for General HR information, Training Opportunities, Keywords

Where can I find more information?

• UD Policies & Procedures– www.udel.edu/ExecVP/polprod

• UD Financials Training & other Information– www.udel.edu/udsf/info

• Research & Graduate Studies– www.udel.edu/research

About the SponsorsFastlane/National Science Foundation (NSF)

https://www.fastlane.nsf.gov/ NSF FastLane is an Internet/Web based system that

allows NSF customers to conduct business electronically with NSF

• Grant Submission• Change of PI• Proposal Preparation• PI Transfer• Change of Scope• Grantee Approved No-Cost Extension (first-time request)

More About the Sponsors

eRA Commonshttp://era.nih.gov/commons/

• eRA Commons is an online interface where grant applicants, grantees and federal staff at NIH and grantor agencies can access and share administrative information relating to research grants.

• Notice of Award• Just in Time• Summary Statements• eSnap

More About the Sponsors

GRANTS.GOVWWW.GRANTS.GOV

• Provides a unified site for interaction between grant applicants and the US Federal agencies that manage grant funds.

• Grants.gov has streamlined the process of finding and applying for federal grant opportunities

Grant Guidelines

• Grants Guidelines– NSF

http://www.nsf.gov/pubs/policydocs/papp/nsf07140.pdf

– NIH http://grants.nih.gov/grants/funding/424/SF424_RR_Guide_General_Ver2.pdf

http://grants.nih.gov/grants/policy/nihgps_2003/nihgps_2003.pdf

More About the Sponsors

For more information about these and other sponsors

- Contact your Contract and Grant Administrator

http://www.udel.edu/research/about/directory.html

Federal Regulations

• A-21 – Cost Principles for Higher Educational Institutes: Allowable, Allocable, & Reasonable

• A-110 – Sets forth standards for obtaining consistency and uniformity among Federal agencies for the administration of grants to and agreements with higher educational institutes

• A-133 – Audits of State & Local governments and non-profit organizations

Training at UD

• A bundle of training materials can be found at the Research and Graduate Studies website that will guide you in the use of these systems.

• Navigate to “REARCHERS” and then to “TRAINING” for instructions on Proposal Development, the LAM, Effort Reporting, and Queries.

Ask Me!Contact us if you have questions and we will provide you with the information you need.

Contact

Katherine Lyons, RGS

Ext. 8626

Rachel Coates-Knowles, MSEG

Ext. 8810