Policies & Procedures

This is the policies and procedures section which outlines various UNM policies that affect the contract & grant accounting process. If you have any questions that are not addressed in this section, please contact Jason Galloway at (505)272-0163 or via e-mail at JGalloway@salud.unm.edu.

Policies & Procedures

Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards

Please visit https://www.ecfr.gov/current/title-2/part-200 for more information on uniform administrative requirements, cost principles, and audit requirements for federal awards.

How Do I Determine the Fund Number for an Index?

From the main menu in Banner, type “FTMACCI” in the Search field box and press ENTER.
Hit the “FILTER” button.
In the “FILTER” section - Type in the index number for which you are trying to determine the related fund number in the “ACCOUNT INDEX” field. Hit the “GO” button.
The FOAPAL string for the index will appear in the boxes on the lower portion of the screen. Refer to the “FUND” box for the fund number related to the index.

Note: This screen can also be used to determine any element of the FOAPAL string by entering a query with the known information and then executing the query to determine the unknown information. For example, the index number for a fund number can be determined by executing a query of the fund number

How Do I Determine the End Date of an Award?

From the main menu in Banner, type “FRMFUND” in the Search field box and press ENTER.
Hit the “FILTER” button.
In the “FILTER” section - Type in the fund number in the “FUND” field. Hit the “GO” button.
The Budget Period Start and End Dates will appear in the “BUDGET PERIOD START DATE” and “BUDGET PERIOD END DATE” fields.

Note: Principal Investigators and department representatives are notified of approaching award end dates through the “90 Day email” from Workflow. This notification is sent out by the HSC Financial Services Post Award Department approximately 90 days before associated fund end dates.

Note: If you do not know the fund number, this can be determined by querying the index number in the FTMACCI screen. See above for details.

What is the Signature Authorization Form and Why is it Needed?

The Signature Authorization form allows the Post Award staff to check signature authority on various documents related to contracts and grants, including purchasing card forms, travel vouchers, payroll reallocation forms, non-standard payment forms, and honorarium forms.

A completed Signature Authorization form is required for all restricted indices and must be on file in the Post Award office prior to any spending on a contract or grant.

What Account Code Should I Use for...?

Account Codes: This will take you to the Unrestricted Accounting, Main webpage for account codes. Contact your Fiscal Monitor for any questions not addressed in this guidance.