Kuali Proposal Development - Subawards

SUBAWARDS

View the Kuali Knowledge Base (ZenDesk) Proposal Budget - Subawards for step by step instructions and visual guidance.

Add Subrecipients in ORGANIZATIONS & LOCATIONS Tab

1. Always add subrecipients (previously called subcontractors) in the Other Organizations tab.
2. Click the blue Add Organization button to search for your subrecipient organization.
3. If the organization is not in the system, use the Organization (Subrecipient) Request Form to have it added.
4. If this is a Grants.gov proposal, don’t forget to add the Congressional District.
   1. Click the white + Add Congressional District button.
5. Be sure to check the Yes, this proposal includes subawards box on the Sponsor & Program Information screen

NOTE: If there is no UEI Number listed, then you will need to make a request to R&E Help Desk to have it added.

Add Subrecipient Key Personnel in PERSONNEL Section if required

1. This step is not required or desired if the proposal is not being submitted S2S.
2. Click the blue Add Personnel button.
3. Select Non-Employee.
4. Search for the subrecipient personnel or manually add the person in the Address Book by clicking Add New Address Book in in the upper right corner.
5. Fill out as much detail as possible including; Email, Phone and Address including 9-digit zip code.
6. Once added or selected, assign the role of Key Person and identify their role. Examples: Subrecipient PI, Subrecipient CO-I, etc.
7. Do not assign any non-UMass Amherst personnel the PI or Co-PI role. They must be assigned as a Key Person only. 

Add the Subrecipient to the KUALI BUDGET under SUBAWARDS Tab

1. Click the white + Add Subaward button.
2. Search for Subrecipient Organization.
3. Once the organization is added, you can manually add the Direct and F&A Costs for each subrecipient for each year.
4. If a detailed R&R Subaward Budget Form is required (as when you are submitting a detailed NIH budget), upload the completed fillable R&R budget form. See also S2S Proposals - Using the Correct R&R Subaward Budget for more information.
5. Subrecipient cost will then be populated in the UMass Prime Budget.