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Sponsored Project Transactions ONLY

Policy Reference: Approvals & Routing Policy

• Workflow Routing and Approval Processes
  • Approval Matrix
  • Document Crossover Job Aid

Additional Routing Resources:

• Rebudgeting and Indirect Cost Adjustments
• Equipment Fabrication & Sponsored Equipment Management Resources
• Subcontracts
• Contract for Professional Services
  • Requisition Job Aid

           Vendor Payment Approvals

• PeopleSoft Transition Job Aid
• EFS Key Financial Policy and Procedure changes

Additional Resources or Quick Links:

• New, Recently Revised or Recently Deleted Policies
• Sponsored Projects Administration (SPA) Research Policies and Procedures
• Policy Charging of Direct and Facilities Administrative (Indirect) Costs
• Transaction Justification/Document Standards for All Non-Sponsored and Sponsored Transaction Job Aid
• Expense Allowability Chart
• Federal Research Policies: OMB Circulars
  • A-21--Cost Principals
  • See also: Cost Accounting Standards (Appendix A in OMB Circular A-21)
  • A-110--Administrative Requirements
  • A-133--Audit Requirements
• Federal Acquisitions Regulations
• Federal Agency Guidebooks
• HIPAA
• CA Program Related Research Policy Links
• CA Program--University Policy Changes/Clarifications
• Univ. of MN Policy: Sponsored Approvals and Routing
• EFS Object/Revenue Code Crosswalk

NEW!! Additional Job Aids:

• Department Reporting Job Aid <http://www.finsys.umn.edu/linked_files/Department_Reporting_JobAid.pdf> explains how to reconcile accounts in the new system. This document was reviewed with the Resource Responsibility Center managers on August 21.
• Run Control <http://www.finsys.umn.edu/linked_files/msg_runcontrols.pdf> discusses how to create a Run Control, run a process, monitor a process, and check output (reports).
• nVision Reports Job Aid <http://www1.umn.edu/ohr/test/groups/ohr/@pub/@ohr/@trainingservices/documents/asset/ohr_asset_097654.pdf> reviews predefined reports, which are presented in Excel.
• Sponsored Reports Job Aid <http://www.finsys.umn.edu/linked_files/Sponsored%20Reports%20Job%20Aid.pdf> covers seven delivered sponsored reports.
• Reporting training labs <http://www1.umn.edu/ohr/est/financial/efs/labs/index.html> continue into September. Remember to bring your work and your M Key.
  

Last updated: 08/25/2008