Award Terms and Conditions Setup

This chapter describes the award terms and conditions setup.

This chapter covers the following topics:

• Definition
• Overview
• Setting Up Award Terms and Conditions Procedure
• Terms and Conditions Setup Form Window Description

Definition

Terms and conditions are written stipulations specified by the grantor that are indicated in an agreement or contract. The grantee is obligated to conform to the terms and conditions specified by the grantor.

Overview

Terms and conditions monitor activities associated with an award. In Grants Accounting, the Terms and Conditions Setup Form window specifies the following:

• categories to which the terms and conditions apply

• names and descriptions of the terms and conditions

Examples of categories of terms and conditions are confidentiality, equipment, intellectual property, and salaries.

The categories, terms, and conditions entered in the Terms and Conditions Setup Form window appear in the Terms and Conditions tab of the Award Template Management window.

Setting Up Award Terms and Conditions Procedure

To set up award categories, terms, and conditions, perform the following steps.

1. In Grants Accounting, navigate to the Terms and Conditions Setup Form window as follows:

   Setup - Awards - Terms and Conditions

2. Enter data in the Category field.

   Note: Users must define a category before entering corresponding data in the Term Name and Description fields. Alternatively, users can define multiple categories before entering corresponding data in the Term Name and Description fields.

3. Enter data in the remaining fields of the Terms and Conditions Setup Form window as described in the Terms and Conditions Setup Form Window Description table.

4. Save or save and continue as follows:

   File - Save or Save and Proceed

5. Close the window.

Terms and Conditions Setup Form Window Description

Terms and Conditions Setup Form Window Description

Field Name	Type	Features	Description
Category	required		award terms and conditions category
Term Name	optional		award terms and conditions name
Description	optional		award terms and conditions description
Start Date	optional	list of values: pop-up calendar	award terms and conditions start date. If the system date is before the award terms and conditions start date, the terms and conditions are not displayed on the list of values in the Award Management or the Award Template Management windows.
End Date	optional	list of values: pop-up calendar	award terms and conditions end date. If the system date is after the award terms and conditions end date, the terms and conditions are not displayed on the list of values in the Award Management or the Award Template Management windows.