What Do I Do With an Award Document?
UFIRST Award Set Up Process
Official and Supporting Documents
Project and Purpose Definitions
Resources
The University of Florida is committed to supporting efficient and compliant award set up. It is a shared responsibility of the PI, department, college and core offices to ensure that each award is set up in UFIRST in a manner to best support understanding of award conditions and University policies, meet sponsor expectations for deliverables and prior approvals, and adhere to the sponsor’s financial controls and reporting requirements.
To assist with searching for and locating Awards, standard Award ID formats should be used in UFIRST.
If you receive an award document directly from a sponsor, please deliver to DSP using UFIRST as follows:
UFIRST Award State | Activity | Responsible Party |
---|---|---|
Draft | Only used if DSP creates award. DSP can edit SmartForm; DSP reviews award documents | DSP |
Pending Responsible Unit Edits | Unit can edit SmartForm; PI and Key Personnel can complete compliance activities | Unit |
Awaiting Advanced Spending Authority | Unit can no longer edit SmartForm; advanced spending request triggered; Unit approves or disapproves advanced spending | Unit Fiscal Authority |
Pending Compliance Activities | Unit can no longer edit SmartForm; PI and Key Personnel complete compliance activities (training, Award Compliance Form, SFI disclosure) | PI/Key Personnel |
Pending Protocol Approval | Unit can no longer edit SmartForm; waiting for IRB or IACUC protocol activation | Unit |
DSP Review | DSP reviews complete award record | DSP |
DRC Review | RISC reviews award record | RISC |
Contracts and Grants Review | C&G reviews award record and initiates integration into myUFL | C&G |
Pending myUFL Integration | myUFL integration has been triggered; data is gathered and moved between systems | C&G |
Active | Award is active; funds have been released; award modifications may now be entered if necessary | PI/Unit |
View this chart as a PDF / Flow Chart
During setup of a new Award, all award documentation must be attached to the UFIRST record, including the Notice of Award or fully executed Agreement, approved proposal, budget, and budget justification, along with any documentation unique to the specific record.
The Notice of Award or final, fully executed funding document from the sponsor should be attached in the Official Documents. If the Award is modified or amended throughout its life, the final, fully executed modification documents will also be attached in Official Documents.
Proposal submission documents including scope of work, budget, and budget justification should be attached as Supporting Documents. Supporting Documents may also include communications with the sponsor, submitted progress reports, documents supporting F&A rate determination, and other documents that provide background information useful to the setup and management of the Award.
Project Type is an attribute that further defines the purpose reflected in the scope of work. It is used for both institutional reporting and for improving business processes, such as identifying projects not requiring effort commitments, identifying projects with special rebudgeting restrictions, or identifying projects of strategic institutional importance.
The award “purpose code” is designated based on the fundamental focus of the scope of work outlined in the proposal or award documentation. Purpose codes are aligned to allocate the work to the institution’s major functions as reported in the University’s financial statements.
UFIRST Award Set Up Process PDF / Flow Chart
Award Compliance Form Instruction Guide
FCOI Certification Instruction Guide
Creating a New Project Instruction Guide
Create a New Subaward in UFIRST Instruction Guide
Requesting a Temporary Release via a New Award Instruction Guide
Grants Toolkits
Sponsored Programs Training Courses
Last updated 9/6/24