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KB0017640 - Latest Version - Copy Permalink
2.0 - Updated on 11-20-2023 by Damon Zysk (dxz5149)
1.0 - Authored on 10-06-2021 by Damon Zysk (dxz5149)

SIMBA - Using one SP/IO for NIH Award with Automatic Carryforward

Revised by Damon Zysk (dxz5149)
• 2y ago2 years ago • 171 Views • ( ) ( ) ( ) ( ) ( ) 5

Article Intended For

SIMBA Users

Introduction

The purpose of this article is to eliminate the use of new SP/IOs for each year of funding for NIH awards with automatic carryforward.

Article Body

PROCEDURE:

  1. The base SP/IO created upon setup of the grant should be used through the duration of the segment of funding (determined by the document number).
  2. New SP/IOs may be needed for the following:
    1. Cost share (52 type IO)
    2. Sister accounts
    3. Multiple PIs
    4. Task differentiation
    5. Fabrications
    6. Sub-awards
  3. All SP/IOs should be set up for the duration of the funded POP (IOs = +120 days).
  4. When a new year of funding is awarded, all SP/IO end dates should be updated.  The IO/SP(s) to be changed should be indicated on the Award Setup Form or the Master Data template if an Award Setup Form is not available.
  5. A new segment of funding requires a new grant and base SP/IO.
  6. NIH award without automatic carryforward should continue to have new SP/IO created for each year of funding.

DATE EXAMPLE:

Example of a Summary Federal Award Financial Information

Dates                                Begin Date  End Date    End Date (Next Year)
Grant Validity Dates05/01/202104/30/2024N/A
Hold Close Date06/30/2024N/A
N/A
Budget Validity Dates05/01/202106/30/2024N/A
Sponsored Program Dates05/01/202104/30/2022 04/30/2023
Internal Order Dates05/01/202108/31/2022 08/31/2023

 


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