Completing an

Award Brief OFFICE OF

GRANTS AND CONTRACTS

This tutorial explains what an Award Brief is and how to

process a completed Award Brief. August 2012

Table of Contents

Objectives ....................................................................................................... 1

What is an Award Brief? .................................................................................. 2

Appendix A: Grants Award Brief ............................................................................ i

Appendix B: Institutional Trust Fund .................................................................... iii

Appendix C: Entry Tab (Key Sheet) ........................................................................ v

Appendix D: Award Summary .............................................................................. vii

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Objectives

When you have completed the Completing an Award Brief tutorial you will be

able to do the following:

Identify an Award Brief document

Understand the functions of the four Award Brief components

Process a completed Award Brief through the routing system

APPENDIX A

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What is an Award Brief?

The award brief is a document that contains key information regarding a new

award that is used for many purposes, such as entering the grant information

into Banner. It is an Excel document containing four tabs: Grants Award

Brief, Institutional Trust Fund, Entry Tab, and Award Summary.

Grants Award Brief: This tab is the form that the Accountants complete, and

that is distributed to the Department/PI and filed. All data entered into this tab

feeds into both the Institutional Trust Fund and Entry tabs/sheets.

Institutional Trust Fund: This tab is populated by the information entered

into the Grants Award Brief tab, and is not to be altered. The form needs

an original signature from an accountant other than the preparer, or the

Director. This document will remain in the file for auditing purposes.

Entry Tab: This tab will be used by the keyer, and directly correlates to the

Internet Native Banner (INB) screens for ease of inputting a new

grant in INB.

Award Summary: This tab is to be completed by the Award Manager. This

form is required to satisfy audit/KPI/UNC Fit standards and is viewed by the

auditors.

The accountant will enter information into the four tabs. Once the four

individual Award Brief documents are complete, they are printed, attached to

the new award packet, and routed to Kaitlin or Linda to be processed and

keyed. The keyer will only use the information on the Entry Tab. (See Internal

Training: How to Enter a New Grant)

The Accountant will need to complete the additional

fields (highlighted in yellow) to complete all the

information needed for keying in Banner.

APPENDIX A

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Appendix A: Grants Award Brief

APPENDIX A

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APPENDIX A

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Appendix B: Institutional Trust Fund

APPENDIX A

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APPENDIX A

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Appendix C: Entry Tab (Key Sheet)

APPENDIX A

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APPENDIX A

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Appendix D: Award Summary

APPENDIX A

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APPENDIX A

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