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Award Analysis Procedure

As SDSU Research Foundation receives an award, a Campus Programs Request form or a request for Campanile Foundation Fund, the assigned SR administrator analyzes each document for relevant terms and conditions and prepares a summary or "award analysis". The award analysis is an electronic document accessible on the SDSU Research Foundation's web-based financial interface "P.I. Profile" and intended to be used as 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 Project Director, university department chair, university dean and other university officials, SDSU Research Foundation facilities department, SDSU Research Foundation 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 Principal Investigator, 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, revision of technical and fiscal reporting requirements, and to reflect changes determined during periodic reviews of trust agreements and The Campanile Foundation funds.

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 their respective manager prior to being made accessible on the Foundation's web site.


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