Award Analysis Procedure
As SDSU Research Foundation receives an award, the assigned SR administrator analyzes each document for relevant terms and conditions and prepares a summary called the "award analysis". The award analysis is used for all 5 ledgers. Certain sections of it can be used for other types of funds. The award analysis is an electronic document accessible on SDSU Research Foundation’s web-based financial interface “PI Profile” and is intended to be used as a working tool by project directors. The analysis contains essential data about the purpose of the project, the source of revenue or funding agency and expected expenditure activity, including the Foundation internal grant and fund number, budget, applicable sponsor regulations, expenditure and re-budgeting restrictions, equipment disposition instructions, project start and end dates, F&A or Administrative Fee basis and rate, cost-sharing and reporting requirements. The award analysis sets forth the project's fiscal parameters and should be carefully reviewed by all key project personnel.
Various university and SDSU Research Foundation departments also use the analysis to track different aspects of the award. The analysis is made available electronically to the PI, university department chair, university dean and/or other university officials, SDSURF facilities department, finance and accounting department, and SR administration. The analysis is updated whenever there is a change to the award. Changes include but are not limited to a change of PI, change of sponsor technical or grant officer, receipt of supplemental funding, approval/implementation of a no-cost extension, carryover of unexpended funds from a prior budget period, and the revision of technical and fiscal reporting requirements.
The preparation of the analysis is a process that involves multiple SR staff members. It is the responsibility of the SR administrator to review the award and identify data that is to be included in the analysis. The technician has the primary responsibility for inputting data into the analysis database. The final analysis document is reviewed and authorized by both the SR administrator and her/his respective manager prior to being made accessible on the foundation’s web site.