1. Integrating Grant Information between RAMSeS and Banner Finance Panda Powell and Don Sloan UNC Wilmington

2. Session Etiquette Please turn off all cell phones. Please keep side conversations to a minimum. If you must leave during the presentation, please do so as quietly as possible. 2

3. Project Concept and Goals Concept: Develop a Web based form to collect the data required to complete the grant fund request and use the data to populate tables in Banner and RAMSeS. Goals: Increase Efficiencies Data Integrity Ease of Use Banner – system of record – financial management RAMSeS - system of record - award management 3

4. Current UNCW award setup process 4

5. Current forms used for award setup Banner Grant Fund (page 1 of 3 - handouts) Fund Set Up – Billing Information (page 2 of 3 - handouts) Request for Establishment of Banner Contract and Grant Fund (page 3 of 3 – handouts) 5

6. Requirements Authentication – Access should be limited to approved personnel Roles and data security Routing and Approvals New request Banner tables for validation No updates after final approval System maintenance Banner update Email notifications Flexible 6

7. Workflow Grant Officer notification OSP director approval Accounting Grant Billing Manager Accounts Payable – vendor table additions Controller’s office General Accounting – FRAGRNT and FTMFUND Banner Security Compliance OSP completes FRAGRNT and updates RAMSeS 7

8. Roles Grant Officer Director of Sponsored Programs Billing Manager Controller Financial Accounting OSP Tech/Administrative person Administrator 8

9. Issues No good link between sponsor table in RAMSeS and vendor table in Banner Finance Flexibility of system UNCW developing for other UNC schools implementation 9

10. Proposed Development Tools Groovy/Grails JavaScript SQL 10

11. Questions? Panda Powell –Director of Sponsored Programs, Off –powellp@uncw.edupowellp@uncw.edu –910-962-3167 Don Sloan –Application Specialist ITS, Integrated Enterprise Solutions –sloan@uncw.edusloan@uncw.edu –910-962-3800 11