Establishing Sponsor Controls
This topic discusses how to establish sponsor types, levels, program types, forms, and guidelines.
Page Name |
Definition Name |
Usage |
---|---|---|
GM_SPNSR_TYPE |
Define the categories into which you can organize the sponsors that are associated with grants activities. |
|
GM_SPNSR_LEVEL |
Define the organizational structures (levels) of the sponsoring agencies that are associated with the institution. |
|
GM_SPNSR_PROG_TYPE |
Maintain institution-defined program types for a sponsor. |
|
GM_GUIDELN_DTL |
Establish grant-related guidelines. Identify guidelines at any level of detail that the institution determines to be useful. |
Use the Sponsor Types page (GM_SPNSR_TYPE) to define the categories into which you can organize the sponsors that are associated with grants activities.
Navigation:
This example illustrates the fields and controls on the Sponsor Types page. You can find definitions for the fields and controls later on this page.
![Sponsor Types page](img/i2a517932n-6908.png)
Define the types of sponsors with which the institution has relationships. Sponsor type values might include Federal, Business/Profit Entity, Campus-Related Organization, Foundation/Charitable Trust, Other Government Agency, or State.
Use the Sponsor Levels page (GM_SPNSR_LEVEL) to define the organizational structures (levels) of the sponsoring agencies that are associated with the institution.
Navigation:
This example illustrates the fields and controls on the Sponsor Levels page. You can find definitions for the fields and controls later on this page.
![Sponsor Levels page](img/i2a517932n-6986.png)
Define the levels within a sponsor organization with which the institution conducts business. Examples of sponsor level values might include Division, Primary, Program, Department, Sub-Sponsor, or any other level that you want to define.
Use the Program Types page (GM_SPNSR_PROG_TYPE) to maintain institution-defined program types for a sponsor.
Navigation:
This example illustrates the fields and controls on the Program Types page. You can find definitions for the fields and controls later on this page.
![Program Types page](img/i2a517932n-6941.png)
Set up categories to identify and track particular funding opportunities. Sponsor program types might include Instruction, Public Service, Research, Training, REU (Research Experience for Undergraduates - NSF), AASERT (Augmentation Awards for Science and Engineering Research Training - DOD), and NRSA (National Research Service Award - NIH).
Use the Sponsor Guidelines page (GM_GUIDELN_DTL) to establish grant-related guidelines.
Identify guidelines at any level of detail that the institution determines to be useful.
Navigation:
This example illustrates the fields and controls on the Sponsor Guidelines page. You can find definitions for the fields and controls later on this page.
![Sponsor Guidelines page](img/i2a517932n-698e.png)
Define all grants-related guidelines that you will use in proposals. All the following values are effective-dated to allow for tracking of changes over time. Each guideline has both a unique identifier and an effective date and status. Sponsor guidelines might include values such as:
BUYUS: Purchase American Made Items
EQUIP: Equipment Purchase
EXAUT: Expanded Authorities
FLYUS: Fly American Carriers
SALCP: Salary Cap
SAS: Same As Sponsor
Note: PeopleSoft Grants delivers these values as system data. These values maps specifically to the proposal forms. Do not modify them.