When you link a SAGE Budget to an eGC1, each item’s contacts and access lists are combined into a shared “access” page. A set of rules determines how the data is combined, so that no user loses access.
Once you link the Budget and the eGC1, you can make changes from either the eGC1’s Contact & Access page or from the Budget Settings Access & Roles section.
The shared page includes the “owners” which are the Administrative Contact, Pre-Award Budget Contact, eGC1 Preparer, Budget Preparer and the eGC1’s PI. The list will also include any general collaborators with assigned access, either Can Edit or View Only.
The rules for combining the information from the original pages are:
If you have different Administrative Contacts and Budget Contacts listed on your eGC1 and your SAGE budget when they are connected:
Any existing SAGE Budget contacts will display on the resulting shared page.
The eGC1’s contacts will change to editable access, either Read/Write (eGC1) or Can Edit (Budget). Note: If your budget does not have an Administrative or Budget Contact, then the eGC1 contact will display on the shared page.
The eGC1 and Budget Preparers will display on the shared page.
The PI listed on the eGC1’s PI & Personnel page will be the PI on the shared access page.
Users will keep their higher level of access to the connected eGC1 and SAGE Budget. For example, a user with View Only access to the SAGE Budget and Read/Write access to the eGC1, will have edit access on the shared page.
Read/Write (eGC1) or Can Edit (Budget) are a higher level of access than Read-Only (eGC1) or Can View (Budget).
Owners (contacts, preparers, and PI) always have edit access.
Anyone with edit access may change or remove assigned access for anyone else.
Disconnected Budget and eGC1
When you disconnect a budget from an eGC1, each item will retain the Administrative Contact, the Pre-Award Budget Contact and a copy of all users with assigned access.
Additionally, these adjustments will be made:
The Budget Preparer role will not display on the eGC1. However, if the Budget Preparer had no other access to the eGC1, they will be assigned Read Write access to it.
The eGC1 Preparer role will not display on the Budget. However, if the eGC1 Preparer had no other access to the Budget, they will be assigned Can Edit access to it.
The eGC1’s PI will be assigned Can Edit access to the Budget.
Access page for multiple eGC1s and their connected budget
If you have a budget which is connected to multiple eGC1s:
Access lists for the eGC1s and their connected budget will merge.
The creator of the most recent eGC1 will become the eGC1 Preparer on the shared access page and will therefore have owner (edit) access.
Creators of all other eGC1s will have read-only access.
The PI on the most recent eGC1 will receive any email notifications and be listed as an owner.
Any former PIs will still display on the PI, Personnel, & Organizations page of the corresponding older eGC1. They will have read-only access to the current eGC1 and Budget. The former PIs will not receive email notifications.
Note: The PI on the most recent eGC1 will display on your My eGC1s page, so you will be unable to search for an older eGC1 using the former PI’s name.
Access for Global Editors
SAGE users with the Global Edit ASTRA role do not display on the access list for an eGC1 or Budget. They only have access to eGC1s not in Composing status. They will also have read/write access to any budgets connected to those eGC1s.
Notes, tips, and warnings
If you are preparing your eGC1 and budget at the same time, connect your budget before filling out the access page. You will then only need to fill in the information once.
If you remove yourself as an owner from the Contacts & Assign Access page for an eGC1 in Composing status or in Withdrawn status with no approvals, you will no longer have any access to the eGC1 or its connected budget. For an eGC1 in Approved or Returned status, you will retain read-only access.
Be sure you are connecting the correct budget to your eGC1 or the wrong people will end up on the access list.
As you manage an awarded project over time, you might link more than one eGC1 to the same SAGE Budget. When that occurs, there are several things to consider.
Editing Linked eGC1s and their Budget
Generally, you cannot edit an eGC1 in Routing or In OSP status or its linked budget. When you link multiple eGC1s to the same budget, none of the eGC1s or the budget are editable if any one eGC1 is Routing or In OSP.
Shared eGC1 Data: Contacts & Assign Access
Information on the Contacts & Assign Access page is shared across all of the eGC1s and the budget that links them. If you make a change on any one of the eGC1s or the budget, it affects all of the other linked items.
For example, assume you have an older Approved or Awarded eGC1 linked to a budget. You then link a new eGC1 to the same budget. If you make changes on the new eGC1’s Contacts & Assign Access page, those changes will happen on the older eGC1 and the budget also. This ensures that the current contacts receive any system email notifications sent concerning either related eGC1.
Shared eGC1 Data: Research Personnel
Similarly, if you make a change to the PI, Personnel, & Organizations page on any of the linked eGC1s, it will display on all of the other linked eGC1s. You can change the PI, add or delete other personnel, or update an investigator’s status. Once an eGC1 has reached Approved status, the Post-Approval Personnel Changes section displays at the bottom of the page and lists any changes.
The intent is to maintain one up-to-date list of the research personnel working on the project, for the purposes of significant financial interest (SFI) disclosures. When you add new investigators to the list, they will have to create a disclosure for the older eGC1 in addition to the new one.
Note: changes to the PI, Personnel, & Organizations page do not affect the personnel listed on the linked budget.
Any personnel changes you make to an eGC1 after approval do not affect the approval graph. It remains as it was at time of approval. The list of people on the cost share page will be the people who were on the eGC1 at time of OSP approval. Personnel that you add post-approval do not display on this page.
Also, the eGC1 Snapshot on the approval History & Comments page will still show the data as it was at the time that person approved.
One of the benefits of using SAGE Budget to create your proposal budget is that you can then connect it to your eGC1. It will automatically populate the Budget page of your eGC1. Since the two items are linked, any time you update your budget, your eGC1 will show the updated data. When you select a budget period to connect to your eGC1, SAGE imports all the data from your budget worksheets.
In addition, if your eGC1 is a Grant Runner application using the RR Detailed Budget form, your budget data will be mapped into the form. A Sponsor Budget Map link will display on the left navigation menu for you to make any desired changes to where the data maps by default. Review the Sponsor Budget Map article for more details.
Your eGC1 and budget will route together so reviewers can easily see budget details in a standard format.
When you submit a renewal eGC1, you can use the same budget to link the award-adjusted data for the next period to your renewal application.
Contacts and Access
When you connect a SAGE Budget and eGC1, they will share the contacts and access information. Any information you update on the Budget will be reflected on the eGC1. When you connect the two items, everyone who had access to either item will still have access. The SAGE Budget and eGC1 Shared Access Data article explains the details.
Thanks to valuable user feedback, the Office of Research Information Services (ORIS) launched a redesigned SAGE Budget tool in 2020 with a more streamlined, efficient, and intuitive look and feel. This new design also lays a foundation for upcoming integrations between SAGE and Workday.
Over the last year, we’ve collected your feedback and have added several features to ensure the current SAGE Budget format meets all of your core needs (e.g. APL and Fixed Fee). We are now ready to retire the legacy format, which allows us to focus our continued enhancements in the new format only. This is especially important as we prepare for the critical role that SAGE Budget will play in communicating award budget information to the financial system when the UW goes live with Workday Finance.
Upgrading of all Legacy Budgets
With the retirement of legacy SAGE Budget, all existing budgets in the legacy format will be upgraded to the new (current) budget format. Upgrading means:
When you open your budget, it will open in the new (current) version.
Those who had access to the legacy budget will have the same access on the upgraded version.
On the History page, snapshots of previous budget versions will now display in the new (current) format.
All costs and settings (like targets and salary caps) that were enabled on the legacy budget will be enabled on the upgraded budget.
Note: Auto Adjusting Entries (AAE) will not be available in the new (current) format. AAE will be converted to a standard costs line on the primary worksheet, with a note, “Converted Auto Adjusting Line.” The following budget details will remain the same:
Budget List Updates
The following changes have been made to the budget list:
The option to create a legacy budget has been removed
The Format column has been replaced with a Created Date column
An “Upgraded” indicator displays when a budget has been upgraded by the system
The default sort order on the budget list remains the same, descending by last edited date. You can still search for your budgets by Principal Investigator (PI) name, budget number, or budget title.
Other Budget Updates (released in advance)
The default Prorated Direct Cost (PDC) rate that displays when you enable APL on a budget worksheet has been updated from 35.2% to 35.0%.
Ad Hoc Approver Improvements
Two changes were made to the list of roles that display when adding an ad hoc approver to an eGC1 approval flow:
Several out-of-date roles have been removed.
The list has been alphabetized.
SAGE Subawards (released in advance)
Subaward Expiration Fix
Subawards that reached Expired status were not updating to Active status when a modification was processed which pushed the End Date into the future. That issue has been fixed so that the overall Subaward reflects accurate status information.
Subaward History Now Includes All Subaward Status Changes
The Subaward History now includes events for each time the Subaward Status changes. Previously, the Subaward History only included status changes for Subaward Actions. This will provide more information about when the overall Subaward transitioned through process steps.
In this section, upload and attach the documents that will ultimately be submitted to the sponsor. Attaching them to the eGC1 makes them available online to all authorized approvers, including OSP.
Be sure to organize the documents according to the sponsor’s specifications. Use the PDF file format unless the sponsor indicates otherwise.
If there are pages that OSP needs to sign, place those pages in a separate PDF and upload the file in this section.
You can attach a draft version and update it with the final version before indicating that your application is “ready to submit.”
Internal Documents for OSP
In this section, you should attach the documents that OSP needs for compliance reasons or for a better understanding of the information with the grant application. OSP will not submit these documents to the sponsor. An example is the Cost Share Addendum.
If both OSP and your department reviewers need to view these internal documents, upload them here. Any reviewer can see all of the attached documents regardless of which section they are in.
Internal Documents for Dept/School/College
In this section, you should upload and attach the documents for your reviewers other than OSP.
Any reviewer can see all of the attached documents regardless of which section they are in.
Connected Budget Documents
The Connected Budget Data section links to the current versions of your connected budget and sub budgets. You will see the connected budget and sub budgets, with the budget number, budget type, budget name, and Budget Edit Number. To display a budget in Microsoft Excel, click the budget link.
When your eGC1 and budget are in Composing, Withdrawn, or Returned status, you can modify the data in the budget. The Budget Edit Number will change when you make modifications to the parent budget or any attached sub budgets. When your eGC1 and budget are in Routing or In OSP status, you cannot edit the budget unless you withdraw the eGC1 or OSP returns it.
Once OSP has approved the eGC1, you can edit the linked budget. When you link a budget period to an eGC1, you cannot link it to another eGC1. You can link the budget’s future periods to another eGC1. This allows you to revise the approved budget period and update future periods to reflect changes in funding.
Uploaded by OSP
These documents are uploaded by OSP in support of, or in reference to, this application. You can view the documents from within the eGC1. If the eGC1 is in Returned status, you can update an attachment, but you cannot delete it.
You can view award and administrative documents associated with your application from the Related Attachments section. This includes signed concurrence letters, notification documents from sponsor, agreements, extension approvals, and subaward documents.
Please note that you cannot view compliance documents, and significant financial interest (SFI) documents from Related Attachments.
Note: The Related Attachments list may not include some non-award agreements (NAA). This happens when OSP processes the NAA while the related eGC1 is still in Composing status. If you need to view an NAA that is not available, please contact OSP by email to request the file.
The following information is displayed for each file.
As entered by the OSP administrator. Common descriptions may include:
Fully executed award
Signed Concurrence Letter
Notification from Sponsor
The name of the attached file.
The type of item and the item number to which the file is attached. Common item types include Funding Actions (FA), Pre-award notifications (PAN), Post Award Changes (PAC), and Subawards (SC).
The current version of the file, indicating whether the file was updated.
As indicated by the OSP administrator who processed it. File types included are:
Internal (UW) Documents
Notification Documents to/from Sponsor.
The date and time the document was attached to the source item. Documents display in reverse chronological order.
System Generated Budget Snapshots (Historical)
The System Generated Budget Snapshots (Historical) section is only displayed for eGC1s with budgets associated or disassociated before April 20, 2011. SAGE previously attached snapshots of the budget as it was when it was associated with or disassociated from an eGC1. To view the snapshots in Microsoft Excel, click the View link. You cannot remove these documents. The system will not generate new snapshots.
Tip: To take advantage of the new budgeting versioning and integration features, disassociate the associated budget from the eGC1, and then connect your budget. You will see more detailed information in Budget History and be able to view your most current budget information in the eGC1.
When you connect an older budget, the Budget Edit Numbers will start with “1” regardless of how many edits you made before April 20, 2011.
The System to Administer Grants Electronically (SAGE) is the tool that researchers and grant administrators use to prepare proposals for approval and submission to the funding agency. At the UW, the appropriate campus units, compliance offices, and the Office of Sponsored Programs must review and approve all grant and contract proposals.
The Approvals component of SAGE manages the electronic routing of the proposal for approval. It is also used to manage the approvals for Advance Budget Requests for funded proposals.
The “approval flow” includes all UW individuals, divisions, departments, deans, and/or compliance offices (including OSP), that must review and sign off on a proposal before its submission to the sponsor. Review: How the Flow is Generated.
SAGE automatically routes the proposal to the individuals and units included in the approval flow. The system also sends email notifications of pending approvals to Approvers on campus. OSP uses their SPAERC (Sponsored Projects Administration & Electronic Research Compliance) tasklist to manage proposals waiting for approval. Review: Reviewer Email Notifications.
As a reviewer, you can access the approval flow for an application from the Approvals tab in SAGE. You have the option of viewing a graphical or a textual representation of the approval flow. If you are a preparer or owner of the eGC1, you can also access the approval flow from the Certify & Route page of the application.
Generally, anyone who appears on the SAGE approval flow is referred to as a reviewer. More specifically, reviewers are either Approvers or Watchers.
Updated list of Countries and States on Grant Runner Forms
Grants.gov has updated their country and states list on forms version 3.0. Currently NIH does not have any opportunities using forms version 3.0 but they do have plans to use this form set in late Fall 2020. Proactively, we have updated Grant Runner forms version 3.0 to display the new country and state codes. Users will not see this change until NIH releases the opportunities using the new forms version. The updated forms are:
R&R Key Person Expanded form
PHS Human Subjects and Clinical Trials Inclusion Enrollment form
Updates to Grant Runner Forms F
Some minor updates to Forms F were made including improving some validations and updating the expiration dates on the following forms:
PHS 398 Career Development Award Supplemental form
PHS Fellowship Supplemental form
PHS Assignment Request form
PHS 398 Cover Page Supplement
PHS Human Subjects and Clinical Trials Inclusion form
SAGE Miscellaneous Bug Fixes
Grant Runner HSCT exemption numbers not clearing
Subaward form not allowing new lines in Internet Explorer
eGC1 Contacts & Access page conflicts with connected Budget contacts
Improve Visibility to FCOI Review Required
“ Review Required” has been bolded on the PI, Personnel, & Organizations page in SPAERC to make it easier for OSP reviewers to see.
The FA Current Amount was not displaying in the cycle details for applications connected to a current (V2) budget.
Returned eGC1s connected to a current (V2) budget were uneditable.
From the OHN view, some details were not displayed in read-only mode.
Remove Worksheet Filter from Budget Summary Page
During internal testing, a minor variance was found in how rounding was applied to budget totals on the Summary when the worksheet filter feature was used. To avoid any discrepancies while further work is done on that feature, the worksheet filter has been temporarily removed from the Summary page.
When any open SAGE Suite application is left idle for 40 minutes (this can vary if you have other applications open that require UW authentication), users will now see an on-screen warning that their SAGE session will time out in 5 minutes without further activity. Renewing your 45 minute session can be done by simply clicking “Keep Working” in the warning pop-up. If your session expires, the system will automatically redirect you to a login page. This change will provide clear and consistent handling of session time-outs, reducing user confusion and accidental data loss.
Improved eGC1 Status Handling at the Time of Award
An eGC1’s status changes to “Awarded” when a child funding action is initially sent to GCA. However, there were certain circumstances when the eGC1 status wasn’t updating appropriately if the child funding action was returned to OSP and then re-parented to a new eGC1. To catch these cases, the eGC1 status will also update to “Awarded” if the child funding action is “Re-Sent by OSP” to GCA. Existing eGC1s in “Approved” status with a child funding action in “Processed” status were updated to “Awarded” status.
The nightly batch job that updates the subaward status was simplified, and now evaluates Subaward End Date only. If the Subaward End Date is in the past, then the status is changed to “Expired”. If a new modification is approved, the subaward status will be changed to Active once again.
Funding Action and Post-Award Change Receipt Contact Updates
The electronic Funding Action (FA) and Post-Award Change (PAC) receipt PDFs that are sent to award contacts have been updated to include updated OSP and GCA contact information in the footer.
SFI Value of Compensation Label Update
The significant financial interest form in FIDS has been updated to clarify that the “Value of Compensation” should be annualized — “Annual Value of Compensation”.
RegID included in SAGE API to MyResearch
RegID is now being provided from SAGE to MyResearch as a unique identifier to associate people to their eGC1s and Awards. While working in this area, an issue was resolved that had caused RegID to not be captured for PI changes on funding actions. Historical gaps in RegID data were also corrected.