1. Provided by: Office of Sponsored Research Services (OSRS) January 2014 SUBS Training1

2. Molly Gaschler, Subcontract Specialist 747-5294 gaschlerm@wustl.edugaschlerm@wustl.edu Connie Motoki, Sr. Contracts Manager 747-5272 motokic@wustl.edumotokic@wustl.edu SUBS Training2

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4. A. In Progress B. Awaiting Collaborator C. Institutional Info Uploaded D. Pending Submission to OSRS E. Submitted to OSRS F. Recalled G. Opened by OSRS H. Submission Review I. Returned to DA J. PO/CO Created K. PO/CO Approved L. Pending Approval M. Sub/Mod Approved N. Sent to Sub O. In Negotiations P. Sub Received Q. Pending FCOI Compliance R. Sub Distributed S. Voided SUBS Training4

5.  Statuses  In Progress   Awaiting Collaborator   Institutional Info Uploaded   Pending Submission to OSRS   Submitted to OSRS – system set when submitted   Opened by OSRS   Submission Review  PO/CO Created   PO/CO Approved   Pending Approval   Sub/Mod Approved   Sent to Sub   In Negotiations   Sub Received   Sub Distributed  Voided SUBS Training5

6. 6 Select one & Search

7. SUBS Training7 Select for all subs/mods in current year

8. SUBS Training8 Research Administration DA Worklist

9. Subaward Actions 1. New Subaward 2. Current Year Modification (Mod) 3. Next Year Amendment 4. Add New Institution 5. Email Summary SUBS Training9

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12. SUBS Training12 WU PI Check this Information Add NOA (pdf) WU DA Dates

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14. SUBS Training14 Select after Project Summary information complete

15. SUBS Training15 Subaward Details Subaward Details Additional Documents Audit Subaward Contacts Comments FFATA

16. SUBS Training16 Required Required later

17. SUBS Training17 Select Search glass icon

18. SUBS Training18 DUNS # is the key driver for Collaborator Institution record. Select Institution

19. SUBS Training19

20. SUBS Training20 Required If clicked, populates data from Project Summary tab

21. SUBS Training21 Click “Save” THEN click

22. SUBS Training22

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25. SUBS Training25

26. SUBS Training26 Click Here

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29. SUBS Training29 See

30. SUBS Training30 See

31. SUBS Training31 See

32. SUBS Training32 See

33. SUBS Training33 See

34. SUBS Training34 Click Here

35. SUBS Training35 #1-Select file from your PC #2-‘Upload’ after selecting file

36. SUBS Training36 Required

37. SUBS Training37 Add SOW (word doc)

38. SUBS Training38 #2 Upload #1 Browse

39. SUBS Training39 Budget dollars & Performance Period

40. SUBS Training40 Click Here, if ready Check ‘Required Items’ Box at top of this tab -all items must be checked

41. SUBS Training41 Click Here Everything must be ’Checked’ Everything must be checked Click Here

42. SUBS Training42 Click Here Everything must be ’Checked’

43. SUBS Training43

44. SUBS Training44 Click Here

45. Subaward Actions 1. New Subaward 2. Current Year Modification (Mod) 3. Next Year Amendment 4. Add New Institution 5. Email Summary SUBS Training45

46. SUBS Training46 Must be ‘checked’ Select One

47. SUBS Training47 Select Note Check for missing items, e.g., NOA, Collaborator Inst. Info, etc.

48. SUBS Training48 Incremented by 1 Not Active

49. SUBS Training49 Required

50. SUBS Training50 As Needed Required

51. SUBS Training51 REQUIRED- Budget dollars & Performance Period

52. SUBS Training52 THEN Submit SAVE

53. Subaward Actions 1. New Subaward 2. Current Year Modification (Mod) 3. Next Year Amendment 4. Add New Institution 5. Email Summary SUBS Training53

54. SUBS Training54 Select One “Sub Distributed”

55. SUBS Training55 Select Navigate between years

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57. SUBS Training57 Incremented by 1 Navigation between years

58. SUBS Training58 If applicable, change ID & Save

59. SUBS Training59 Select one for add'l Year

60. SUBS Training60 Change fund # if needed

61. SUBS Training61 Required

62. SUBS Training62 Required

63. SUBS Training 63 Required— Answer ALL these questions. Then Submit Save

64. Subaward Actions 1. New Subaward 2. Current Year Modification (Mod) 3. Next Year Amendment 4. Add New Institution 5. Email Summary SUBS Training64

65. SUBS Training65 Click here

66. SUBS Training66 Institution record is ‘controlled’ by the DUNS #.

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69. SUBS Training69 Click Here

70. ACTION FROMTO  “Request Collaborator Information” button WU DASUB DA, PI  *Collaborator returns spreadsheet & SOW SUB DA WU DA  OSRS ‘Returns’ submitted to DA OSRSWU DA  OSRS sends Subagreement to SUB OSRSSUB, cc: WU DA  OSRS distributed fully executed subagreement OSRSWU DA, SPA * All Emails are system generated Except the communication from subrecipient to WU DA. SUBS Training70

71. Molly Gaschler, Subcontract Specialist 747-5294 gaschlerm@wustl.edugaschlerm@wustl.edu Connie Motoki, Sr. Contracts Manager 747-5272 motokic@wustl.edumotokic@wustl.edu SUBS Training71