You can create a new Subaward Request if you have the Subaward Preparer ASTRA role for SAGE. Review the Subaward Access and Permissions article for details.
To create a new request, enter SAGE and select the Subawards tab. On the upper right of the page, select the Create New Subaward button. A New Subaward Request details page will display.
You can save your initial draft at any time. There are no fields required to do a save. When you save it for the first time, the system will assign your request a unique number.
To save your draft, you can either use the Save Draft and Close button at the bottom of the page or select “Back to My Subawards” in the breadcrumb.
Note: You can delete a request that is in Composing status. This removes it entirely from SAGE. Use the trash can icon on the upper-right of the page to delete your subaward.
You can also display the Manage Access Page by selecting the Manage Access button on the upper right of the page. Manage Access allows you to grant read-only or read/write access to your subaward.
To submit your new request to OSP, you will need to complete a number of required fields. Some fields will not be editable until you have selected your eGC1. The system will pre-populated other fields from the eGC1.
The following sections describe these steps.
Use the Look Up award button to select the appropriate Workday Award ID for your subaward request. An Award is required to submit your request.
The following image shows this button:
To choose the award, insert the Workday Award ID in the search box (for example, AWD-123456).
Note: You can search only by the Workday Award ID.
The following image shows the search results:
Select the Workday Award ID to choose it.
Once you select an Award, its Award Number will display in the Subaward Request Details section. The eGC1, Project Title and Project Short Title fields will populate from the associated application’s Full Application Title and Short Title. These values are not editable. If you change the selected award, these field values will automatically update.
The UW PI Name, UW PI Email, and UW PI Phone fields in the Subaward Contacts section will also populate from the selected eGC1. These fields are editable while the request is in Composing status.
The Subaward Preparer’s contact information will populate as well.
Use the Look Up Subrecipient button to search for and select the subrecipient. You can search by any part of the subrecipient’s name or its type (for example: foundation, private industry, non-profit). the following image shows the subrecipient search dialog.
Click on a Subrecipient Name to select it. The following image shows a partial list of search results.
Note: the results list displays the first 25 subrecipients. If you do not see yours, refine your search.
You must select a valid subrecipient prior to submitting your subaward request to OSP.
If you cannot find the subrecipient you’re looking for, send an email request to firstname.lastname@example.org with the subject line “New Subrecipient.”
When you’ve selected your subrecipient, you will see a link for changing the subrecipient.
If the selected subrecipient requires re-certification, you will see a note indicating that, as seen in the image below:
Funding Action (FA) Data
Related Funding Action information will display for a subaward modification.
The following image shows the Funding Action section in Subawards:
The remaining fields are described in the following table.
|Request Amount||This amount must be greater than zero, but not greater than the Funding Action amount.
Required for submission.
|Do you anticipate a multi-year subaward?||If Yes, two additional fields will display:
Required for submission.
|If allowed by the prime award, is automatic carry forward authorized by the PI?||Select Yes, No, or Not Applicable/Not Allowed.
Required for submission.
|Purchase Order Number||Enter just the number.
Required for issuance.
|Special Terms or Instructions for OSP||Enter any additional information.|
The following image shows this part of the subaward request.
You must include an attachment to submit your request. Review the attachments article for how to upload your document. OSP requires specific documents for new requests. The Setup page for Subawards article describes the required documents.
The contacts article covers how to manage the subaward contacts.
Save or Submit
At the bottom of the page you can select either Save Draft and Close or Submit.
If you have not yet completed filling in all of the required information, select Save Draft and Close to save all of your data and return to the My Subawards page.
Selecting Submit validates whether you have completed all required fields. If not, the page will display any validation messages about missing information.
If all required information is there, the submission will complete and the Subaward Overview page will display, with a confirmation of the submission and status change.