Award Acceptance
New Award Orientation
New Award Orientation documents were once called "PI Checklist". Each New Award Orientation document is completed individually based on the sponsor requirements applicable to the unique grant or contract.
When an award has been received, University Corporation (UCorp) Grants Accounting will send the Principal Investigator (PI) a Chartfield Request/Update Signature Authorization. Once the form is completed and returned to UCorp, a project number will be assigned and the Sponsored Programs Office will be notified to initiate a meeting with the PI.
Sponsored Programs Office staff will then set up a New Award Orientation meeting with the PI to discuss key highlights and regulatory requirements of the award. The PI must designate any additional support staff that should attend the meeting.
NOTE: NO expenditures against the award may be incurred prior to the New Award Orientation meeting.
When an award has been received, University Corporation (UCorp) Grants Accounting will send the Principal Investigator (PI) a Chartfield Request/Update Signature Authorization. Once the form is completed and returned to UCorp, a project number will be assigned and the Sponsored Programs Office will be notified to initiate a meeting with the PI.
Sponsored Programs Office staff will then set up a New Award Orientation meeting with the PI to discuss key highlights and regulatory requirements of the award. The PI must designate any additional support staff that should attend the meeting.
NOTE: NO expenditures against the award may be incurred prior to the New Award Orientation meeting.
The University Corporation at Monterey Bay (University Corporation or UCorp for short) is the legal recipient for all external funding on behalf of the university. The University Corporation is CSU Monterey Bay's auxiliary organization, a 501(c)(3) not-for-profit public benefit corporation.
All awards must be signed by an authorized representative of the University Corporation. Please contact the Sponsored Programs Office (formerly: Grants & Contracts) for public funding awards and University Advancement for private funding awards.
The principal investigator (PI) in conjunction with Sponsored Programs Office (or University Advancement if the funder is private) are responsible for reviewing all conditions of an award prior to acceptance by the University Corporation. The PI and SPO (or UA) staff are also responsible for ensuring that the funder's requirements are compatible with the University Corporation and/or CSUMB's policies and procedures.
The Sponsored Programs Office (public funds) or University Advancement (private funds) have primary responsibility for resolving any disagreement between the funder and the University Corporation in regard to the terms and conditions of the award. It is best to resolve any problematic issues prior to the approved project start date.
Acceptance of a sponsored project binds both the funder and the University Corporation to specific financial and programmatic commitments, as outlined in the approval and acceptance of the final budget and award.