University Research Award PTA Setup Procedure

University Research Awarding Office

The responsible awarding office Financial Analyst/Administrator sends an electronic copy of the following documents to OSR via e-mail:

• Notice of Award cover sheet
• Notice of Award letter to PI
• Approved Budget
• SU-42
• Any required protocol approvals

Office of Sponsored Research

The primary contacts for sending the electronic NOA are:

• School of Medicine: Francine Davis
• School of Engineering: Roberto Lat
• Humanities & Sciences: Marie Mui

OSR Accounting Associates

The Accounting Associates will setup the University Research PTA according to the internal OSR setup procedures (see Exhibit M).

OSR Research Accountant

The Research Accountant will review and approve the PTA. The personnel listed on the Oracle Award will receive an electronic notification when the budget has been base-lined.

University Research Awarding Office

Upon notification that the award budget has been base-lined, the Financial Analyst/Administrator will do an iJournal Funds Transfer in order to transfer university funds to cover the amount of the budget.