Pre Award Documents

Final Proposal

This is what the principal investigator submitted to the awarding agency to obtain the grant.  “Final” means this is the one that the grantor accepted.   It may have a different budget than the preliminary proposals, especially if the grantor did not award all the money that was requested. Be sure your fiscal monitor has all the final documentation that match your award document in order for proper set up and account management.

The Internal Budget Worksheet (HSC)

This is an important document.  It explains how your department estimated the pricing and translated the budget information to the proposal (bid) document.  You may need this if the sponsor wants a breakdown or explanation of cost elements.  It will show you what dollar amounts are expected to be spent in each Banner expense account.

Cost Share Commitment Form

If cost share is involved, this document will explain how much cost share is proposed, and where the cost share money is coming from.

F&A Split Agreement

F&A stands for Facilities and Administration.    A percentage of the F&A earned is usually returned to departments, and it may be split between several areas within UNM, depending on the grant.  This documentation will list which departments are involved, and what the percentage of return will be. Each department tracks the F&A expense to make sure it is correct.

Proposal Data Sheet (PDS) or Proposal Summary

A new record is created in Era-CLICK.    It is completed by the PI or department administrator, and routed to the appropriate Pre-Award office.

Budget Narrative Justification - (HSC)

A well-developed budget is accompanied by a budget explanation or narrative. It provides transparency, explaining how each cost item directly contributes to achieving project objectives. The budget justification is a categorical description of the proposed costs. the budget narrative justification is a detailed description that addresses each of the major cost categories (salaries, fringe benefits, equipment, travel, supplies, other direct costs and indirect costs), and explains both the necessity and the basis for the proposed costs.