担保帐户设置遵循与常规奖励设置相同的过程。立即设置帐户允许将支出收取到正确的项目,因此限制成本转移和追溯人事行动。必须考虑授予预先费用的允许性。在设置担保帐户之前,必须完成所有标准奖励文件要求,包括保证。
*注意:要求担外围beplay保帐户的学校/部门自负。如果保证项目的资金未实现,或者不足以支出,则将转移到合格的部门帐户中。
允许五(5)个工作日完成大多数请求。大型项目或不常见成本的项目可能需要更多的审核时间。所有请求将根据收到的命令并按照主要提案截止日期进行审查。
Guarantee accounts may be established for grants as long as the start date in FMS is not before the start date on the grant award notice. Federal accounts that allow pre-award costs are the exception. In the exception cases the FMS project start date (when spending may begin) should be within 90 days of the start date on the Notice of Grant Award.
担保帐户未在非联邦临床试验协议上设立,不能在合同生效日期之前设置。合同不允许预先预期的支出。只要开始日期与Prime Institution Noga的开始日期相匹配,联邦赠款的分包合同就可以保证。
Guarantee accounts are set up for four months with a $0.00 budget. An extension of an additional four months may be requested.
Procedure
在要求建立已审查和批准的新项目合同和赠款的担保帐户时,将使用以下程序。
负责的业务官员将向预先奖励的适当赞助的项目管理员提交书面请求。该请求应包括:
- PI名称。
- 项目名称。
- 赞助商名称。
- 估计项目的开始和结束日期。
- 预计将收到的资金数量。
- 资金来源(即联邦,州,地方或私人)。
- 预算池要设置。
- PI和负责部门或业务官员的批准。
SPA has the created a保证请求模板确保提供正确的信息。
所有保证要求遵守与定期奖励相同的要求,除了最终裁决文件外。这包括但不限于申请,保证,预算和证书。
Once all appropriated documentation and information is received, Pre-award will notify Post Award Finance who will set up the guarantee account and notify the department.
该部门有责任密切监视所有担保帐户。
Establishing Expenditure Budgets on Clinical Trial Projects
为了限制追溯人事行动和成本转移by allowing expenditures to be charged to the correct fund source, an expenditure budget may be established for clinical trial projects prior to receiving the first payment. (Formerly, these projects were established as cash-basis accounts with ‘zero’ budgets.) Schools/departments requesting an expenditure budget on a clinical trial project are guaranteeing coverage. If payments are not received equal to or greater than the expenditure budget established, the expenses incurred that exceed the revenue will be transferred to an eligible account. The use of the “guarantee” account is advisable if the expense will be incurred by the department regardless of a clinical trial receipt.
如果努力报告已获得认证,则只能将费用转移到部门或酌情帐户。
要求建立支出预算临床试验项目时,将使用以下程序:
- 根据向部门颁发后奖励财务(PAF)的帐户设置通知,负责的业务官员将要求建立支出预算,最多可在研究总收入总收入中达到三分之一(1/3)。该请求应包括要设置的预算池。
这些帐户应由部门密切监视,以确保收入保险或超过支出。