• Upon receipt of an award notice from a sponsor, the Pre-Award Office will review and provide all necessary documentation to Post-Award for establishment.
• Post-Award will then initiate an internal review process to include a review of overall terms and conditions: reporting, billing, restrictions, compliance requirements, etc.
  • This process can take up to 10 business days.
  • Once the review is complete an account is created in Oracle and a Project – Task – Award (PTA) is created.
• The PTA is provided to the Principal Investigator (PI).

Contact grants assistant Penny McPhilmy with any questions at McPhilmP@upstate.edu

To access funds you need the following Self Serve applications:

Purchasing Requisition

This is a Self Serve application required to buy supplies, pay subcontractors, fund travel, and all other non-payroll costs. It can be found here.

• The PI has automatic signature authorization on all expenditures – they can “create” and “submit”. If the PI would like to delegate authority to someone in their lab or that works for them, that individual must have direct knowledge of the research being funded.

  ---

  RF Forms

  This is the process you would use to pay personnel costs. Hiring, grant-support efforts, salary increases, bonuses, etc. Access needs to be requested from IMT, you can do that here. 

  • The PI has automatic signature authorization.  If the PI would like to delegate authority to someone in their lab or that works for them, that individual must have direct knowledge of the research being funded.  This is completed by using the same steps as above with Purchasing.  There is a specific area in the authorization for payroll.

    ---

  Independent Contractor Request

  If you hiring an expert/consultant, paying an honorarium or speaker, etc, this form needs to be filed with HR. These requests can be filed here. 

  If the budget includes independent contractors you will need this application to submit a request.

  If you do not have these applications, you must request through IMT Account Request Forms in Self Serve under “Quick Links”.

  ---

  If you have any questions, contact Lori Gero at gerol@upstate.edu

Not found in Self Serve, RF Report Center is a web application for the complete fiscal management of grant activity. 

If you are the PI you should have automatic access.  If you work with the PI they will need to grant you access.  Fill out the form here to request access, and submit it to Lori Gero at gerol@upstate.edu