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SPONSORED PROGRAMS DMAS and FRS SCREENS. OFFICE OF THE CONTROLLER TRAINING PRESENTATION UPDATED JUNE 10, 2011 . LEARNING OBJECTIVES At The End Of This Presentation, You Will Be Able To:. Additional Information Provided by System Access to . SPM . WHO IS A TYPICAL USER OF THE SPM SYSTEM?.

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SPONSORED PROGRAMS DMAS and FRS SCREENS


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    1. SPONSORED PROGRAMSDMAS and FRS SCREENS OFFICE OF THE CONTROLLER TRAINING PRESENTATION UPDATED JUNE 10, 2011

    2. LEARNING OBJECTIVESAt The End Of This Presentation, You Will Be Able To:

    3. Additional Information Provided by System Access to SPM

    4. WHO IS A TYPICAL USER OF THE SPM SYSTEM? EMPLOYEES ASSIGNED THE FOLLOWING: • PRINCIPAL INVESTIGATOR (PI) -RECONCILES ACCOUNT BALANCE & DETAIL ON A MONTHLY BASIS • Responsibility for monitoring, reconciling and reporting for • Sponsored proposals • Awards • Award budget period • Sponsored accounts • Billing and payments

    5. COMPARISON ofSPM VS. DMAS/FRS ACCESS

    6. SCREENS USED FOR SPONSORED ACCOUNTS/AWARDS DMAS

    7. SPONSORED AWARD MENU ON DMAS MAIN MENU

    8. DMAS ACCOUNT MENUHELPFUL SCREENS (REPORTS)FOR SPONSORED INFORMATION

    9. TYPES OF SPM RECORDS (ATTRIBUTES)

    10. DMASSPONSORED AWARD MENU

    11. DMAS FAQ – ACCOUNT SUMMARY

    12. DMAS FAQ – FUNDS RECEIVED

    13. SCREENS USED FOR SPONSORED ACCOUNT/AWARDS FRS

    14. FRS SCREEN 601 SPONSORED PROGRAMS SCREEN: • SPONSOR INQ/MAINTENANCE 696 STD EXCLUSIONS BUDGET PREPARATION • 604 AGENCY PROFILE AWARD SETUP 642 BUDGET CREATE/REVISE • 605 SPONSOR PROFILE 620 AWARD MAINTENANCE ACCOUNT INQ/MAINTENANCE • 606 SPONSOR NAME LIST 621 PRINCIPAL INVESTIGTRS 626 ACCOUNT TRANSFER • 608 LOC DRAWDOWN REQUEST 622 REIMBRSMT & REPORTING 650 SPONSORED ACCT CREATE • 609 LOC DRAWDOWN HISTORY 623 CONTACT INFORMATION 652 SPONSORED ACCT UPDATE • PROPOSAL INQ/MAINTENANCE 624 SUB-CONTRACTS 654 ADJUSTING ENTRIES • 610 PROPOSAL TRANSMITTAL 640 RECORD AUTHORIZED AMT 656 ADJUSTED ACCT BALANCE • 611 PRINCIPAL INVESTIGTRS AWARD INQ/MAINTENANCE 694 IDC BASE FOR AN ACCT • 612 BUDGET SUMMARY 625 COST SHARING MESSAGE PROCESSING • 613 PROPOSAL CHECKLIST 629 INCREMNTL FUNDING INQ 660 ADD MESSAGE • 615 LIST PROPOSALS 630 LIST AWARDS 661 MESSAGE INQUIRY • 619 P.I. NAME LIST 631 AWARD STATUS RECONCILIATION • SYSTEM CONTROLS 632 AWARD DETAIL 663 ACCOUNT SUMMARY • 657 BROWSE BDG RANGE CODE 633 SUB-CONTRACT LIST 664 TRANSACTION SCREEN • 658 UPDATE BDG RANGE CODE 643 UNASSIGNED BUDGET DET 665 CORRECTION SCREEN • 691 CONTROL RECORD 670 AWARD FUND BALANCE 667 ENCUMBRANCE SCREEN • 692 IDC-BASE UPDATE 674 AWD/DOCUMENT ACTIVITY 668 INDIRECT COST SCREEN • 695 IDC-BASE LIST 693 IDC BASE FOR AN AWARD 669 AWARD SUMMARY

    15. FRS 601 SCREENS – BUDGET YEAR, ACCOUNTS

    16. Examples of Award #’s for Previous Screen

    17. FINDING SPONSOR INFORMATION IN FRS AND DMAS

    18. SPONSOR NAME LIST ON FRS • 606 SPONSOR NAME LIST • SCREEN: • ENTER NAME: CO • ENTER LINE: NEXT SCREEN: 001 • LINE SP NBR CLASS SPONSOR NAME • 1 001916 OTH COALESCENT SURGICAL INC • 2 002835 OTH COAXIA • 3 001343 OTH COCA-COLA FND • 4 002095 OTH COCHLEAR AMERICAS • 5 003203 OTH CODMAN & SHURTLEFF, INC • 6 001582 OTH COGNETIX INC • 7 002354 OTH COLEY PHARMACEUTICAL GROUP INC • 8 000656 OTH COLGATE PALMOLIVE CO • 9 000450 OTH COLLAGEN CORP • 10 001162 OTH COLLAGENESIS INC • 11 000975 OTH COLLAGENEX INC • 12 001353 OTH COLLEGE ASSISTANCE PROGRAM • 13 000451 OTH COLLIER ENTERPRISES • 14 001937 OTH COLOPLAST A/S • 15 001860 OTH COLORADO STATE UNIV

    19. SPONSORED PROPOSALS

    20. SPONSORED ACCOUNT ATTRIBUTES

    21. SPONSORED ACCOUNTS

    22. Sponsored Batch Reference ID’s

    23. NOTE REGARDING BUDGET PERIOD

    24. END OF AWARDOR END OF AWARD BUDGET YEAR

    25. FRS/DMAS Billing and Payment Screens

    26. BILLING AND PAYMENT SCREENS - FRS

    27. BILLING AND PAYMENT SCREENS - DMAS

    28. SPONSORED BILLING MENU/SCREENS BROWSE SCREENS CENTRAL OFFICE ONLY

    29. REIMBURSEMENT METHOD This is the method of reimbursement to the University by the sponsor, for expenses incurred relative to this award. Press F2 on Reimbursement & Reporting Method (Screen 622) Reimbursement Method value to get table of valid id’s per attached.

    30. FAQ SECTION - FRS

    31. WHILE IN FRS: FINDING AWARD # FOR AN ACCOUNT

    32. SPM Screen 652 - SPONSORED ACCOUNT UPDATE • SCREEN: S/L ACCOUNT NBR: 66529K • AWARD NBR: C0900273 MAP CODE: 3529K FLAGS: D F R D S • ACCOUNT TITLE: US DED PELL GRANT MASTER ACCOUNT IND: MT 0 0 0 0 0 • LONG DESCRIPTION: US DED PELL GRANT FY 2009-2010 • 66417K MINORITY RPT: N • RESP.PERSON SSN: C00021535 RESP PERSON NAME: BAUER J • CAMPUS: 30 DIVISION: 20 SCHOOL: 87 DEPARTMENT: 28730 • EXEC LEV: SUB-DEPT: 00 PURPOSE: SECURITY: • IDC RATE: REIM METH: LOC FIN CLASS I&II: 5080 ON CAMPUS (Y/N): Y • IDC STATUS: N RESRCH TYPE: FS GRNT RELATED INC: STATUS: • STR DAT: 07/01/09 END DATE: 06/30/10 SUBCONTRACT NBR: • PROJ TITLE: PELL PROJ END DATE: 063010 • PROJECT YEAR: 01 • DOC NUMBER: P063P091285 OLD ACCT: • ACCT PREF CODE: F ACCT SUF CODE: A NET ASSET TYPE: U TAX CODE: P • ARRA/Stimulus Funds: FUND GROUP: 30 SUB FUND CODE: 10 FED FLAG: Y • G/C CODE: G QTD END MO: 1: 09 2: 12 3: 03 4: 06 ABR RULE: 0 • CST STUDY CODE: X NCHEMS CODE: 8.2 LOC NUMBER: F • MAJ FUND SRCE: 70 MIN FUND SRCE: 2 YR-END CODE: P BILL ACC: N • ACCT CREATED: 02/04/09 LAST UPD: 10/05/09 USERID: SPM49P01 MAJ PROJ: N

    33. SPM Screen 622 - REIMBURSEMENT & REPORTING • SCREEN: AWARD NUMBER: C0900273 PROJECT NBR: • BUDGET YEAR: 01 • AMEND NBR: INCR FUNDNG AMT: PRD: TO: • IDC STATUS: N IDC BASE: NO IDC RATES: 0.00 0.00 0.00 0.00 0.00 0.00 • REIMBURSEMENT METHOD: LOC FREQUENCY: OTH GRANT RELATED INC: N • FOLLOW-UP PERIOD: 30 SPECIAL BILL PROCESSING: MAJ PROJ?: N • G/L ACCT. NBR: 03529K FORFEIT PERIOD: 60 FORM NUMBER: • FISCAL START MONTH: 07 FEDERAL DEMO PROJECT (Y/N): N • FINAL BILLING (Y/N): N EQUIP TITLE HOLDER (Y/N): Y • FINAL BILLING DATE: 00/00/00 BILL FLG: N AGENCY P.O #: • MINORITY UTILIZATION REPORTING (Y/N): N GOAL AMOUNT: PERCENT: 0.0 • QUARTERLY DUE DATES: SEMI-ANNUAL DUE DATES: • REMINDER NOTICES: WHEN DUE(DAYS) RESPB DUE DATE SUBMITTED STATUS

    34. FINDING THE COST SHARE ACCOUNT

    35. FINDING THE COST SHARE ACCOUNT - EXAMPLE 632 AWARD DETAIL AWARD NBR: 1U01AI069451 PROJECT NBR: BUDGET YR: 03 SPONSOR: NATL INST OF ALLERGY & INFECTIOUS DISEASES TITLE: UNIVERSITY OF MIAMI PEDIATRIC/PERINATAL HIV/AIDS CLINICAL TR P.I.: GWENDOLYN B. SCOTT END DATE: 11/30/09 REIMBURSEMENT METHOD: LOC GUARANTEE AMT: 0.00 FEDERAL DEMO PROJECT: Y ADJUSTED FUNDS: 851,996.00 PAYMENTS RECEIVED: 0.00 MAST ACCT STAT BUDGET EXPENSES ENCUMBRANCES BBA MT 66514K 851,996.00 0.00 293,577.00 558,419.00 01 66514L 0.00 41,166.17 54,950.98 -96,117.15 02 66514M 0.00 103,223.09 136,574.99 -239,798.08 CS 66515G 0.00 0.00 818.20 -818.20 CS 66515K 0.00 0.00 737.90 -737.90 CS 66515L 0.00 0.00 1,584.28 -1,584.28

    36. FINDING INFORMATION REGARDING GUARANTEE DATA

    37. RECONCILIATION • Question: • On what FRS screen can I see the reconciliation at the end of the Award and for each month? • Answer: • Go to FRS Reconciliation screens - 66* • 663 ACCOUNT SUMMARY • 664 TRANSACTION SCREEN • 665 CORRECTION SCREEN • 667 ENCUMBRANCE SCREEN • 668 INDIRECT COST SCREEN • 669 AWARD SUMMARY

    38. END DATES

    39. Screen 009 – SL Grant/Contract Attributes • 009 SL GRANT/CONTRACT ATTRIB FIU 12000059903 • SCREEN: ACCT: 66302T • FUND TYPE: • RESEARCH TYPE: RS G/C CODE: S • RESEARCH PURPOSE: RECONCILED: • PROJECT YEAR: 01 FEDERAL FLAG: N • STATUS: ARRA/Stimulus Funds: N • SPONSOR: SPONSOR AWARD: • CSFA: N SPONSOR NUMBER: 000083 • OVERHEAD BASE 1: OVERHEAD RATE 1: 0050 • AWARD NUMBER: 12000059903 TAX CODE: P • GRANT NUMBER: MAJOR PROJECT?: N • LETTR OF CR NUM: BFP INST SUPRT RATE: • CFDA: • REPORTING FREQ: O START DATE: 010906 • END DATE: 093009 TECH REPT DATE: 000000 • FISCAL REPT DATE: 000000 INV REPT DATE: 000000 • RENWL REPT DATE: 000000 AWARD END DATE: 093009 • NEXT ID:

    40. Screen 652 - SPONSORED ACCOUNT UPDATE • 652 SPONSORED ACCOUNT UPDATE • SCREEN: S/L ACCOUNT NBR: 66302T • AWARD NBR: 12000059903 MAP CODE: 3302T FLAGS: D F R D S • ACCOUNT TITLE: FIU 12000059903 MASTER ACCOUNT IND: 01 0 0 0 0 0 • LONG DESCRIPTION: FIU SC*FSOIR 12000059903 FL OFFICE OF IN • S REG 66216A HURRICANE LOSS/PROJECTION MINORITY RPT: N • RESP.PERSON SSN: C00794804 RESP PERSON NAME: SHYU M • CAMPUS: 30 DIVISION: 20 SCHOOL: 40 DEPARTMENT: 24030 • EXEC LEV: SUB-DEPT: 00 PURPOSE: SECURITY: • IDC RATE: 5.00 REIM METH: FPSTD FIN CLASS I&II: 5020 ON CAMPUS (Y/N): Y • IDC STATUS: Y RESRCH TYPE: RS GRNT RELATED INC: STATUS: • STR DAT: 01/09/06 END DATE: 09/30/09 SUBCONTRACT NBR: • PROJ TITLE: HURRICANE LOSS AND PROJECTION MODEL PROJ END DATE: 093009 • PROJECT YEAR: 01 • DOC NUMBER: OLD ACCT: • ACCT PREF CODE: B ACCT SUF CODE: R NET ASSET TYPE: U TAX CODE: P • ARRA/Stimulus Funds: N FUND GROUP: 30 SUB FUND CODE: 20 FED FLAG: N • G/C CODE: S QTD END MO: 1: 03 2: 06 3: 09 4: 12 ABR RULE: 0 • CST STUDY CODE: R NCHEMS CODE: 2.1 LOC NUMBER: BFP • MAJ FUND SRCE: 66 MIN FUND SRCE: 56 YR-END CODE: P BILL ACC: N • ACCT CREATED: 01/12/07 LAST UPD: 10/05/09 USERID: SPM49P01 MAJ PROJ: N

    41. AMERICAN RECOVERY AND REINVESTMENT ACT of 2009 (ARRA)

    42. COMPLIANCE WITH UM POLICIES AND PROCEDURES SPONSORED PROGRAMS POLICIES AND PROCEDURES

    43. Sponsored Programs Policies and Proceduresfound on Controller’s Office web pagehttp://www6.miami.edu/UMH/CDA/UMH_Main/0,1770,2381-1;2369-2;9736-3,00.html

    44. OTHER RELATED TOPICS

    45. SPONSORED PROGRAMSFINANCIAL ADMINISTRATION

    46. THANK YOU FOR REVIEWING the CONTROLLER’S OFFICE PRESENTATION