Grant PI Role Changes and Responsibilities at University of Washington
Explore the process and responsibilities associated with the Grant Principal Investigator role changes at University of Washington, ensuring timely approval of supplier invoices and avoiding payment delays to vendors or subrecipients.
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Presentation Transcript
PI CHANGES PI CHANGES MRAM September 12, 2024 Lily Gebrenegus, Grant & Contract Accounting
GRANT PI ROLE IN WORKDAY GRANT PI ROLE IN WORKDAY > GCA creates the grant worktag in Workday and assigns the Principal Investigator to the Grant PI role > The Grant PI role allows the Principal Investigator to approve supplier invoices, including subrecipient invoices Approval of subrecipient invoices cannot be delegated > When the Grant PI role becomes vacant or unfilled, action is needed
VACANT/UNFILLED GRANT PI ROLES VACANT/UNFILLED GRANT PI ROLES This happens when: PI is promoted or assigned to a new/different position > Role assignment follows the position, not the person PI leaves the UW
PI IS PROMOTED OR ASSIGNED TO A PI IS PROMOTED OR ASSIGNED TO A NEW/DIFFERENT POSITION NEW/DIFFERENT POSITION If PI is staying the same, send an Award Portal ticket to GCA to reassign Grant PI role to same person in new position If PI is changing, follow same steps as PI Leaves the UW
PI LEAVES THE UW PI LEAVES THE UW If PI Change requires sponsor approval: > Follow the steps on OSP Award Changes webpage under Programmatic Changes If PI Change does not require sponsor approval: > Create GCA Only SAGE MOD (Programmatic Changes) > Attach new PI s approval > GCA will review, update Workday, process MOD
ISSUES IF GRANT PI IS NOT CHANGED ISSUES IF GRANT PI IS NOT CHANGED > Supplier Invoices new and in flight will stall at the Approval by Principal Investigator step in the Workday Supplier Invoice process flow > Results in delayed payment to vendor or subrecipient
WHERE TO SEE WORKDAY GRANT PI WHERE TO SEE WORKDAY GRANT PI Workday Grant Worktag Roles tab
WHERE TO SEE WORKDAY GRANT PI WHERE TO SEE WORKDAY GRANT PI Workday Award > Additional Reports > Grant Roles
QUESTIONS QUESTIONS Questions can be sent to gcahelp@uw.edu
