Gift Funds: Donor Institutional (DI) |
| What | Who | When | Notes | Fund Sources |
1. GL-Deposit to Revenue Project Responsibility = GL Specialist or higher |
Development Office (434) 924-1402 |
Upon receipt from Dept. | NA, no deposits from the field. | |
2. GM-Create/Modify Award Installment Responsibility = GM Setup Specialist |
University Budget Office (UBO) |
As commitments are made. The number of installments will depend on the nature and terms of the commitment. | ||
3. GM-Create Linkage by Funding Project from Award Responsibility = GM Award Manager |
Award Manager (sometimes UBO) does this consistent with the allocation rules set by UBO. ITS approves new linkages via GM workflow | Any time after dept. is approved for additional gift and endowment linkages but must be consistent with allocation rules set by UBO. | Project funding can be increased at any time, but cannot exceed the value of the installment. Project funding can be decreased at any time, but cannot be less than the related award budget. |
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| 4. GM-Create/Modify Award Budget and Funding | Award Manager |
Any time project funding is initiated or changed. | Award Managers MUST WAIT FOR APPROVAL OF NEW LINKAGE before creating budget. Increases can only be entered after project funding is increased by the Award Manager. |
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| The Integrated System completes the following tasks automatically after the Award Budget is submitted and baselined. | ||||
| GM-Project Budgets Created Automatically | ||||
GM-Budgetary Control Enabled Automatically |
Responsibility = GM Setup Specialist & |
Budgetary control enabled first time an Award's budget is submitted and baselined. |
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