Establishing Sponsor Controls

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.

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Set Up Financials/Supply Chain > Product Related > Grants > Setup GM Sponsor Types

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.

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:

Set Up Financials/Supply Chain > Product Related > Grants > Setup GM Sponsor Levels

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.

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:

Set Up Financials/Supply Chain > Product Related > Grants > Setup Grants Program Types

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.

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:

Set Up Financials/Supply Chain > Product Related > Grants > Setup GM Sponsor Guidelines

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.

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