DoIT and Financial Services have worked through the printing issues that users have encountered in 9.2.   Click on the hyperlinks below for screenshot tutorials.

Print POs

Print Requisitions

Print Payment Request 

Print Receipt

Print Pcard Reports

Print Journal Entry

If you encounter issues or questions regarding 9.2, please submit an RT ticket. 

We are almost a week into the implementation of PeopleSoft Finance 9.2.  THANK YOU ALL for your patience as the glitches and bumps in the upgrade have been smoothed out.

Financial Services and DoIT have created a handy FAQ guide to help users resolve some of the access issues in both 9.2 and the REX Finance Reporting platforms.  We will post these and update with new tips in TAP for easy reference.  To receive email updates from the REX and 9.2 update pages in TAP, click on the Watch link.  It is the eyeball icon located in the top right corner of all TAP pages. 

To expedite any issues in 9.2 or REX Finance, please include the full navigation path and parameters (and error if one is generated) or a screen shot attachment within the RT ticket so we can recreate and research the problem.  There are now dedicated RT links for 9.2 and REX Finance Reports.

NOTE:  We are still scheduling 9.2 Trainings.  Please visit the Training page on the UMBC portal to schedule a session

HELPFUL HINTS AND FAQs:

MEMORANDUM

Date: March 22, 2018

To: UMBC Campus Community

From: Linda Rothfus, Manager, Business Services

Re: New electronic Payment Request Form

Today begins the use of the new electronic Payment Request Form in PeopleSoft 9.2. Business Services will no longer accept any paper Payment Request Forms and if Accounts Payable/Business Services does receive them, we will return them to the preparer asking them to complete the new electronic Payment Request Form.

Instructions for completing the Payment Request can be found here: Training Website.

In addition, the updated UMBC Request for Reimbursement Form(Travel) will only be used for travel. All out of pocket expenses (ex. food, office supplies, etc.) will be reimbursed using the new electronic Payment Request Form.

Finally, the following forms have been updated with a new look; Honorarium Form, Petty Cash Form and they can be found here:9.2 Forms. Please use the updated forms, as any old forms received will be returned to the preparer for resubmission. If you have any additional questions, contact me at X53288.

Dear Colleagues:

The National Science Foundation (NSF) is making major changes to the way the research community registers for NSF accounts and maintains account and user profile information in FastLane and Research.gov. Effective March 26, 2018, NSF is introducing a new centralized and streamlined account registration process in Research.gov for the research community that will provide each new user with a single profile and unique identifier (i.e., NSF ID) for signing in to FastLane and Research.gov for proposal and award activities.

New Functionality

The new account management functionality will:

• Allow users to create and self-manage accounts, including personal information and role requests;
• Eliminate the need for organizational Administrators to create accounts and maintain profile information for their users, allowing Administrators to focus on managing roles for their organizations through a dashboard with functions to approve, disapprove, assign, and remove roles; and
• Replace the existing FastLane and Research.gov account management functions.

Existing NSF Accounts

Existing NSF account holders, including Grants.gov and Application Submission Web Service (ASWS) users, will be migrated to the new account management system through a simple, one-time operation when initially signing in to FastLane or Research.gov after the new functionality is released. Account holders will be required to verify information to transfer it to the new system. Each user will have one NSF ID per the Proposal & Award Policies & Procedures Guide (NSF 18-1), Chapter I.G.4.

Helpful Links

• Users with existing NSF accounts can access the NSF ID Lookup page for their NSF ID. Forgotten passwords for established NSF accounts may be retrieved here.
• New users will be able to register directly with NSF through Research.gov on or after March 26, 2018, via this link: https://www.research.gov/accountmgmt/#/registration . Note that this link will not work until March 26, 2018.

Notes About Grants.gov and ASWS

• Beginning on March 26, 2018, the Principal Investigator (PI), all co-PIs, and the Authorized Organizational Representative (AOR) listed on a Grants.gov proposal must all be registered with NSF prior to proposal submission. NSF IDs for the PI, all co-PIs, and the AOR listed will need to be included in the proposal submission.

• When a proposal is submitted to NSF on or after March 26, 2018, through Grants.gov and ASWS, the NSF system will cross-check the DUNS number and organization name with NSF records.
• If there is no match to the DUNS number and/or organization name, the proposal will be rejected and the PI/AOR listed on the proposal submission will receive an email notifying that the proposal submission was not accepted by NSF.
• Currently, for proposals submitted via Grants.gov or ASWS, the NSF system registers organizations and will allow proposal submission in cases where there is a mismatch of the DUNS number and/or organization name with NSF records; however, this will no longer be possible effective March 26, 2018.

New NSF Registration Requirements for Organizations

• Organizations new to NSF will also register via the account management system in Research.gov.
• New organizations will be able to register directly with NSF through Research.gov on or after March 26, 2018, via this link: https://www.research.gov/accountmgmt/#/registration . Note that this link will not work until March 26, 2018.
• Beginning on March 26, 2018, before a new organization can register with NSF, it must first be registered in the System for Award Management (SAM; https://www.sam.gov) and have a data universal numbering system (DUNS) number. 
• Organizations not already registered with NSF should be aware that completion of the SAM registration process could take up to two weeks.
• Note that the vast majority of universities are already registered with NSF via FastLane.

Planned Releases

The new centralized account management functionality is being released first to the Administrator, PI, AOR, Sponsored Project Officer (SPO), Graduate Research Fellowship Program (GRFP) Coordinating Official and Financial Official, and Award Cash Management Service (ACM$) groups. NSF plans to eventually expand the new functionality in the future to additional groups including proposal reviewers, GRFP applicants, and NSF staff.

Training Resources

NSF is currently finalizing new account management training resources such as job aids, Frequently Asked Questions (FAQs), and instructional videos. These materials will soon be available on an “About Account Management” page accessible on the Research.gov homepage.

For IT system-related questions, please contact the NSF Help Desk at 1-800-381-1532 or rgov@nsf.gov. Policy-related questions should be directed to policy@nsf.gov. 

Regards,

The National Science Foundation

With the shut down of PS 8.9 there will be no more entry into PS Grants so all electronic routing of proposals and posting of new awards will be done through Kuali.  OCGA will set up new awards in PS9.2 but between today and 3/22 they will not be able to enter awards.  The 2/14 memo  from Tim Kuonen announced this timing.

If you have any questions about the OSP side of this please contact us at 5-3140.

What is a Preliminary Proposal?

Preliminary proposals, sometimes referred to as white papers” or “pre-proposals,” are concise, preliminary descriptions of projects that are submitted to funding agencies. Funding agencies use preliminary proposals (1) to determine whether potential projects address their funding priorities, and/or (2) to gather information on specifictopics.

Funding Agency Guidelines

Funding agency guidelines regarding Preliminary Proposals vary. Other information may be requested, in addition to project descriptions, such as strategies, partnerships and cost estimates. Some agencies require Preliminary Proposals to be submitted by the University’s Office of Sponsored Programs and others require them to be submitted by the Principal Investigator (PI).

What Proposals Require UMBC Approval & Routing?

The question occasionally arises as to whether or not a “preliminary proposal” requires authorizing approval of the institution prior to submission.

If the submission meets any of the following criteria, it is not a preliminary proposal, and should berouted:

·         The submission has a specific budget that would serve as the basis for anaward,

·         The submission includes an irrevocable commitment of UMBC resources,

·         The submission is going toindustry,

·         The submission includes items that require institutional approval like a reduced or waived F&A rate; or

·         If there are any restrictions on IP ownership or publication rights.

If any of the above criteria are met, then create a preliminary proposal in Kuali using proposal type “Pre Proposal”, and rout it as you would a regular proposal. The user can change the Kuali proposal type to “New” if and when the preliminary proposal becomes an actual project.  If none of the above criteria are met, then the preliminary proposal does not require routing.  The Office of Sponsored Programs requests an information copy.  

Should a proposal be submitted to a sponsor without UMBC institutional approval, the proposal may be rescinded and/or award declined.

Preliminary proposals submittals should also include the following   statement:

"Preliminary Proposal: Pending InstitutionalApprovals.  This does not represent a firm quote and does not commit University personnel, facilities or funds."

DATE: February 22, 2018

TO: Faculty and Staff

FROM: Dean Drake
Associate VP for Research

SUBJECT: OSP Deadline for Proposal Submissions

OSP requests that you deliver your full, ready to submit extramural funding proposal to the Office of Sponsored Programs at least three (3) UMBC business days prior to the submission deadline. This 3-day period should help to eliminate most errors in processing. OSP will review and submit your proposal. If any changes are needed, OSP will communicate those changes to your unit.

An “expedited review” is available to assist principal investigators in the proposal application process to allow an internal review at the Office of Sponsored Programs (OSP) to occur before the application is fully completed. This expedited review requires only the cover page, abstract, detailed budget and budget justification, and any necessary documentation such as IACUC or IRB approval/application letters as well as budgets, scope of work, sub-award commitment form and commitment letters for any subcontracts included in the project. A copy of the complete proposal must subsequently be submitted to OSP three UMBC business days prior to the sponsor deadline.

Kuali Proposal and Budget System now provides the opportunity for the PI and Department Administrator to work with the OSP Support Staff at any stage of proposal development process and before the proposal is submitted for signature approvals. OSP suggests everyone take advantage of collaborating early with your OSP Support Person on your project and budget.  

On-time submissions gives OSP a chance to complete a full review. Late submissions may lead to errors and omissions and can result in your proposal being rejected for funding by the sponsoring agency. 

Thank you for your assistance. We aim to provide a high-quality level service to our research community, and your cooperation is critical. If you have any questions, please contact me at ddrake@umbc.edu, or Stan Jackson, OSP Director at jacksons@umbc.edu.