Completing an Award Brief
OFFICE OF GRANTS AND CONTRACTS
This tutorial explains what an Award Brief is and how to process a completed Award Brief.
August 2012
Table of Contents Objectives ....................................................................................................... 1 What is an Award Brief? .................................................................................. 2 Appendix A: Grants Award Brief ............................................................................ i Appendix B: Institutional Trust Fund ....................................................................iii Appendix C: Entry Tab (Key Sheet) ........................................................................v Appendix D: Award Summary .............................................................................. vii
Objectives When you have completed the Completing an Award Brief tutorial you will be able to do the following: Identify an Award Brief document Understand the functions of the four Award Brief components Process a completed Award Brief through the routing system
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APPENDIX A
What is an Award Brief? The award brief is a document that contains key information regarding a new award that is used for many purposes, such as entering the grant information into Banner. It is an Excel document containing four tabs: Grants Award Brief, Institutional Trust Fund, Entry Tab, and Award Summary. Grants Award Brief: This tab is the form that the Accountants complete, and that is distributed to the Department/PI and filed. All data entered into this tab feeds into both the Institutional Trust Fund and Entry tabs/sheets. Institutional Trust Fund: This tab is populated by the information entered into the Grants Award Brief tab, and is not to be altered. The form needs an original signature from an accountant other than the preparer, or the Director. This document will remain in the file for auditing purposes. Entry Tab: This tab will be used by the keyer, and directly correlates to the Internet Native Banner (INB) screens for ease of inputting a new grant in INB. The Accountant will need to complete the additional fields (highlighted in yellow) to complete all the information needed for keying in Banner.
Award Summary: This tab is to be completed by the Award Manager. This form is required to satisfy audit/KPI/UNC Fit standards and is viewed by the auditors. The accountant will enter information into the four tabs. Once the four individual Award Brief documents are complete, they are printed, attached to the new award packet, and routed to Kaitlin or Linda to be processed and keyed. The keyer will only use the information on the Entry Tab. (See Internal Training: How to Enter a New Grant)
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APPENDIX A
Appendix A: Grants Award Brief
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APPENDIX A
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APPENDIX A
Appendix B: Institutional Trust Fund
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APPENDIX A
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APPENDIX A
Appendix C: Entry Tab (Key Sheet)
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APPENDIX A
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APPENDIX A
Appendix D: Award Summary
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APPENDIX A
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APPENDIX A
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