The total number of participants that have enrolled (Research Administration) in a sponsored project.
No synonyms found for this term.
A classification of the purpose of a sponsored project. Known as "activity type" in the COEUS system. Known as "purpose code" in the IORA and UR Financials systems.
A grant account that is funded by an operating budget to facilitate the payment of start up costs that are being incurred when an award (Research Administration) is known to be funded with certainty but the official NOA: Notice of Award paperwork has not been finalized.
A way to carry out an award modification. Amendments generate a new version of the award.
No synonyms found for this term.
Funds provided by a sponsor based on an approved application and budget or progress report, to an organizational entity or an individual to carry out a sponsored project or activity.
No synonyms found for this term.
The financial plan for the project or program that the sponsor approves during the award process or in subsequent amendments to the award. It may include the sponsor and non-sponsor share or only the sponsor share, as determined by the sponsor or pass through entity. The approved budget specified in the NoA may be shown in detailed budget categories or as total costs without a categorical breakout.
No synonyms found for this term.
A Workday term that affords multiple grants to be placed on the same award.
No synonyms found for this term.
An adjustment to any attribute (financial / non-financial) on an award for which we have received a formal notice that there has been a change on the agreement. Modifications are accomplished either by an amendment or correction.
No synonyms found for this term.
Anticipated start and end date of a project. Can be used to manage reporting in Workday, within an award period.
No synonyms found for this term.
The type of award mechanism or document used to fund a sponsored project. Common award types are grant, contract, subaward, cooperative agreement, purchase order, letter of agreement, subcontract.
No synonyms found for this term.
An award type provided by a pass through sponsor to a subrecipient for the subrecipient to carry out part of a Federal award received by the pass through sponsor. It does not include payments to a contractor or payments to an individual that is a beneficiary of a Federal program. A subaward may be provided through any form of legal agreement, including an agreement that the pass-through entity considers a contract. The term includes consortium agreements. The University of Rochester can be either the pass through sponsor or the subrecipient.
All costs associated with conducting an award (Research Administration) as monitored by the grant. Includes but not limited to direct costs and indirect costs.
No synonyms found for this term.
The configuration for how a grant is set up in the financial system which may be dictated by the project sponsor for reporting purposes. A grant may be on two different award lines because they are different budget periods. For some projects, the award line {Workday Finance} does not change from year to year, but might have a date extension.
No synonyms found for this term.
A record to reflect changes to the original budget.
No synonyms found for this term.
The intervals of time (usually 12 months each) into which a project period is divided for budgetary and funding purposes.
No synonyms found for this term.
The last date of a current budget period for a sponsored project. All money allocated within a budget period should be spent or encumbered by this date. Multi year projects have a budget period end date for each budget period in the project.
No synonyms found for this term.
The first date of a current budget period for a sponsored project. Money allocated within a budget period can be spent or encumbered starting on this date. Multi-year projects have a budget period start date for each budget period in the project.
No synonyms found for this term.
A Workday term for a budget template.
No synonyms found for this term.
The schedule of events for a research trial.
No synonyms found for this term.
A list of all research procedures and items billable to a sponsor or patient/ patient's health insurance.
No synonyms found for this term.
an association of persons legally or financially united or incorporated for joint action or to achieve a common end
An organization {Workday} identifying either a University division or affiliate entity. A company is required for every financial transaction in Workday.
A company in Workday Financials has a fully-balanced general ledger (or "set of books") based on the double-entry bookkeeping system required under Generally Accepted Accounting Principles in the United States (US GAAP).
Companies in Workday are shared between the Financials, Procurement, Human Capital Management, Payroll, and Student Financials product areas.
A company can belong to one or more company hierarchy, enabling consolidated reporting on roll-ups of multiple companies.
No synonyms found for this term.
A summary of two or more individual budget lines rolled up to a higher level.
No synonyms found for this term.
A way to carry out an award modification. Corrections do not generate a new version of the award.
No synonyms found for this term.
A worktag identifying a unit within the University where a budget is assigned. The worktag is required on every transaction for approvals and financial reporting.
No synonyms found for this term.
Typically a 12-month period of time during a multi-year sponsored project. It is not necessarily aligned to a fiscal year.
No synonyms found for this term.
Costs that can be directly identified with a particular project. Types of Costs that can be identified specifically with a particular sponsored project, an instructional activity, or any other institutional activity, or that can be directly assigned to such activities relatively easily with a high degree of accuracy. Examples of direct costs include Types of direct costs include salaries and wages, benefits, consultants, equipment, supplies and travel.
No synonyms found for this term.
A group of reporting units organized under a common responsibility (usually a dean or equivalent) with total financial responsibility and reporting. There are 15 divisions and each has a standard code:
No synonyms found for this term.
A plug for capturing grant budgets at the company level rather than being broken out by each individual GR FAO (grant financial activity object).
A stage in the research life cycle that means a subject is participating in, or has agreed to participate in a sponsored project.
No synonyms found for this term.
A worktag that combines the NACUBO (AICPA) expense purpose codes and A21-Cost Pool Codes (CPC).
No synonyms found for this term.
The base on which indirect costs are calculated. Base is direct costs minus any prohibited direct costs as defined by the sponsor. The sponsor will sometimes dictate what they are excluding from the base (e.g equipment, tuition, etc).
The term used for indirect costs in higher education.
No synonyms found for this term.
The rate used to calculate indirect costs for a sponsored project. The University negotiates this rate with the federal government based on an analysis of indirect costs associated with all sponsored project research activities from a prior year. The University has been negotiating multiple-year predetermined rates since FY 1994. The University only negotiates a research rate, including on-campus and off-campus rates and is applied to all types of sponsored projects where allowed, regardless of activity type. Some schools negotiate separate rates for research, instruction, public service, etc. The current on-campus and off-campus rates are listed on the Proposal Budgeting Information Table. Contact ORACS staff for more information.
No synonyms found for this term.
The authority area responsible for grant funds and some of the business processes attached to it. The financial account in the IORA system is roughly equivalent to the UR Financials system Financial Activity Object (FAO) field and some the business rule information connected to the award line {Workday Finance} field.
No synonyms found for this term.
A category of worktags used to indicate the authority area responsible for funds. One of the worktags in this category must be entered or selected on every non-cash transaction. There are six Financial Activity Objects: gift (Workday), grant (Workday), project (Workday), operating program (Workday), loan program (Workday), and debt service (Workday).
No synonyms found for this term.
A worktag that is attached to all Financial Activity Object (FAO)s in Workday. The Fund identifies the source of funding or financial support. The Fund worktag is a related worktag as it is required for every operational transaction and accounting journal. When a transaction is applied to an FAO in Workday the related worktag(s) attach to the journal by default. Workday produces a balanced financial statements for each fund.
No synonyms found for this term.
A sponsored project that is gifted and has no pay back. The sponsor of a grant, whether the government or a private organization, has no substantial involvement in the work. A grant is given without the expectation of delivery of a specific product or service other than a written technical report.
No synonyms found for this term.
A worktag that identifies an award received for a sponsored program. This worktag must be specified; it does not default. This worktag is a financial activity object (FAO).
No synonyms found for this term.
The specific set of forms, documents, and attachments that that outlines a proposed project and shows budgetary requirements and requests monetary assistance in the form of a grant that is submitted to a government or civilian entity sponsor. Grant application and funding proposal are synonyms.
Costs not easily identified with a particular project and include such categories as utility costs, depreciation of building and equipment, operations and maintenance expenses, general administravie expenses and library expenses. Indirect costs must be requested at the University's current negotiated Facilities and Administrative Cost Rate and at the appropriate on- or off-campus rate, unless restricted by agency regulations.
See [[facilities administrative cost rate (F&A rate)]].
No synonyms found for this term.
Any individual who contributes to the administration, design, conduct, or reporting of sponsored research, internally funded research that involves human subjects, or proposals for such funding.
No synonyms found for this term.
A type of grant application in which support is requested in specified increments without the need for detailed supporting information related to separate budget categories. When modular procedures apply, they affect not only application preparation but also review, award, and post-award administration.
The official document notifying the grantee and others that an award has been made. The NoA contains all terms and conditions of the grant award.
No synonyms found for this term.
An itemized budget created to show a higher level of detail because it is dictated by a sponsor for a sponsored project.
No synonyms found for this term.
Research that is conducted in space not owned by the University and not otherwise paid for by the University from University funds. For space used for off-campus research, an external source (typically, a sponsor) provides funding, either paying directly for space, or reimbursing the University for its costs in renting or leasing the space, or otherwise directly providing space for research at no charge to the University. Accordingly, the facilities portion of the on‐campus F&A rate does not apply to the direct costs incurred, inclusive of rental or lease costs of such space.
See policy here: https://www.rochester.edu/orpa/_assets/pdf/prop_On_OffCampusRateApplication.pdf
No synonyms found for this term.
Research conducted in space owned by the University and for which the University is bearing the space costs from University funds. For space used for on‐campus research, the University has already included the costs associated with that space in the “facilities” portion of the on‐campus F&A rate. “On-campus” includes space/locations where the sponsor is not charged directly for lease costs (rent) but the University is paying lease costs.
See policy here: https://www.rochester.edu/orpa/_assets/pdf/prop_On_OffCampusRateApplication.pdf
No synonyms found for this term.
A flag indicating if sponsored research is conducted on campus or at an off campus location, determining whether the [[facilitites and administrative cost rate (F&A rate)]] should be the on campus rate or the off campus rate.
No synonyms found for this term.
A grant (sponsored projects) whose costs are passed through a pass through sponsor.
No synonyms found for this term.
The entity or organization that is considered to be a financial sponsor that receives monies and then disperses the funds to a sub-recipient of a grant (sponsored projects). Little or no money is kept by the pass through sponsor. The term pass through sponsor is only used if there is a prime sponsor.
A member of the research group working on a sponsored project who has ultimate financial, research, and personnel responsibilities for the project. This includes daily management of the work of the project.
A phase in the grant lifecycle defined as the period of time after an award has been funded.
No synonyms found for this term.
A phase in the grant lifecycle defined as the period of time after a grant application has been submitted, but before the sponsor has made a decision to award or deny the proposal.
No synonyms found for this term.
The entity or organization that takes ultimate responsibility for funding a sponsored project. The prime sponsor may or may not also be the financial sponsor (direct sponsor or pass through sponsor).
No synonyms found for this term.
The date that work on a sponsored project ends, as specified by the sponsor in the notice of award. There is only one project end date during the period of an award.
The date that work on a sponsored project begins, as specified by the sponsor in the notice of award. There is only one project start date during the period of an award.
No synonyms found for this term.
The sum of the proposed indirect cost dollars and proposed direct cost dollars requested for the proposed project period.
No synonyms found for this term.
Anticipated sponsor reimbursement for services rendered. This can be billed and unbilled.
No synonyms found for this term.
An individual or a group of people with specific responsibilities and permissions. When a business process runs, the role for each step includes all of the workers in that role in the business process target organization.
No synonyms found for this term.
The entity or organization that is considered to be a financial sponsor and directly disperses funds to the University for a sponsored project. If there is a prime sponsor, this may be referred to as the pass through sponsor.
A categorization for the type of support an entity or organization provides for a sponsored grant. Types of support can include:
Different local systems may label the financial sponsor or prime sponsor as 'sponsor'. Please see technical definitions for clarifications.
No synonyms found for this term.
A category describing a sponsor's type of organization. Examples include: 1= Corporate
2 = Federal
3= Foundation
4= Individual
5= New York State
6= Other Local Gov't
7 = Other Non-Fed Agency
8= Voluntary Health Agency
No synonyms found for this term.
Research, clinical drug trials, training, and instructional projects involving funds, materials or other compensation from outside sources. The terms of the award may contain any of the following: binds the University to a line of scholarly or scientific inquiry; a line-item budget; financial reports; technical reports; an external audit; or the agreement provides for the disposition of intellectual property. All sponsored projects must permit the publication of the findings of the project. The University does not engage in classified research. Sometimes called sponsored program.
No synonyms found for this term.
A third party contracted to conduct a significant portion of the scope of work or research plan included in the research proposal for sponsored projects.
No synonyms found for this term.
A person or organization that provides goods or services to the University and its affiliates. May be referred to as vendor instead of supplier.
The sum of the current direct cost dollars and current indirect cost dollars obligated by the sponsor for a sponsored project, usually within the current budget period.
No synonyms found for this term.
