be more than one account. Subagreements Fully signed subagreement (with For multiple-year sub SUBAGREEMENT completed FFATA attachments) awards, a folder for Fully signed modifications(s) when each year can be applicable helpful to organize the agreements and related documents. Awarded Budget - When applicable, revised versions of budget, SOW, contact information Sub No Folder Correspondence with Subrecipient SEGMENT Invoicing Info Current: Final versions of invoices or For awards where financial reports submitted to sponsor multiple invoices per Closeout documents such as final year are required, it progress report, invention statement may be helpful to Fixed price residual balance form create sub-folders by Master Reporting/Invoice Template if year. applicable Any Related backup Post FIRST Implementation April 2018: should be uploaded. Documents will be uploaded to the Financial Reports Document Repository related to each Deliverable. Segment Homepage>Financial Reports>select financial deliverable>Documents Cost Transfers Cost Transfers (under 90 days) Folder may be created Over 90 Day Cost Transfer by departments for under 90 day cost transfers at departmental discretion. OSP Research Finance approving manager will upload all over 90 day cost transfer forms. Use description to clearly ID over or under 90 day Issued FFATA Reports Folder may be created FFATA Reports by OSP Senior Sponsored Programs Administrator where applicable. This
be more than one account. SUBAGREEMENT Subagreements Fully signed subagreement (with completed FFATA attachments) Fully signed modifications(s) when applicable For multiple-year sub awards, a folder for each year can be helpful to organize the agreements and related documents. Awarded Budget - Sub When applicable, revised versions of budget, SOW, contact information No Folder Correspondence with Subrecipient SEGMENT Invoicing Info Current: Final versions of invoices or financial reports submitted to sponsor Closeout documents such as final progress report, invention statement Fixed price residual balance form Master Reporting/Invoice Template if applicable Post FIRST Implementation April 2018: Documents will be uploaded to the Financial Reports Document Repository related to each Deliverable. Segment Homepage>Financial Reports>select financial deliverable>Documents For awards where multiple invoices per year are required, it may be helpful to create sub-folders by year. Any Related backup should be uploaded. Cost Transfers Cost Transfers (under 90 days) Over 90 Day Cost Transfer Folder may be created by departments for under 90 day cost transfers at departmental discretion. OSP Research Finance approving manager will upload all over 90 day cost transfer forms. Use description to clearly ID over or under 90 day FFATA Reports Issued FFATA Reports Folder may be created by OSP Senior Sponsored Programs Administrator where applicable. This
gmas_repository_document_management_guidelines_02_01_18.docx