Establish Task Cards

Modified on Thu, 7 Aug at 11:18 AM

Overview

GPS supports a variety of funding arrangements, including funding agreements and letters of offer.

Information Guides have been developed to help establish funding agreements within GPS. Users are strongly encouraged to read the relevant Guide, as they contain instructions and links to the task cards required at each step of the process.

Information Guide – Funding Agreement Creation

Information Guide - Letter of Offer

Information Guide – Strengthening Organisational Governance Letter Creation

Information Guide – HESA Agreement Creation

Data Quality Requirements

GPS Policy/Operational Guidance provides advice on key data input and integrity measures to ensure that NIAA meets governance and public accountability requirements. Users are encouraged to read these documents as well as the Ensuring Data Quality Tip sheet.

Ensuring Data Quality

GPS Policy Operational Guidance

Selection Strategy Tip Sheet

Establish Task Cards

The following is an index of Task Cards relevant to the Establish stage of the Grants Management Life-cycle, broadly arranged by process order. Before using Task Cards, users are encouraged to read the relevant Information Guide to understand flow and requirements of each type of funding agreement.

Recommended - Use Apps to Agreements functionality to generate Agreements from Approved GPS Application Records:

Creating Funding Agreement Records from Successful Applications

Use the following task cards to work through each record

Creating a New Agreement Record

Adding Contacts to an Agreement

Creating a New Program Schedule Record

Adding Contacts to a Program Schedule

Adding Program Schedule Item Text

Creating a New Activity Record

Impact Gl Code Table

Adding Financials to an Activity

Generate Milestones from a Template