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July 2015 SAGE Maintenance Release

July 8, 2015

Overview:  Sponsored Program Activity Revisions

The majority of the July maintenance release is focused on updating the way sponsored program activities are defined and clustered in SAGE on both the eGC1 and on Funding Actions.  Prior to these changes, the “Funding Purpose” field on the eGC1 and the “Type of Award” field on the Funding Action tracked different but similar values.  This causes confusion for consumers of the data and challenges in reporting to federal sponsors, since neither field aligns cleanly with the categories used for federal reporting.

With the below changes, the eGC1 and FA activity types will be brought into alignment with each other, and with the federal reporting categories.  Additional fields are also being added to extend automation of reporting further.

Below are the current eGC1 and FA fields and the new Sponsored Program Activity Type fields for reference:

Current eGC1 “Funding Purpose” Current Funding Action “Type of Award”
  • Research: Basic
  • Research: Applied
  • Training: Research
  • Training: Other
  • Equipment
  • Fellowship: Undergraduate
  • Fellowship: Graduate/Professional
  • Clinical Trial
  • Construction
  • Conference/Workshop
  • IPA/JPA/Staff Assignment
  • Miscellaneous/Other
  • Other Sponsored Activity
  • Research
  • Training (Research)
  • Training (Other)
  • Fellowship (Grad & Professional)
  • Fellowship (Undergrad)
  • Equipment
  • Other Sponsored Activity
  • Miscellaneous

 

New eGC1 and Funding Action “Sponsored Program Activity Types” grouped by Institutional Activity Categories
Organized Research

  • Research: Basic
  • Research: Applied
  • Development
  • Fellowship: Research Undergraduate
  • Fellowship: Research Graduate/Professional
  • Other Training: Research
  • Clinical Trial: Federal Sponsors

Instruction

  • Training and Development (UW Internal)
  • Fellowship: Non-Research Undergraduate
  • Fellowship: Non-Research Graduate/Professional

Other Sponsored Activity

  • Professional Development/Public Service (UW External)
  • Construction
  • Equipment
  • Clinical Trial: Non-Federal Sponsors
  • Other Sponsored Activity
  • IPA/JPA/Staff Assignment

Specific changes within SPAERC  are as follows.

Replace FA Type of Award with Sponsored Program Activity Type

The Type of Award field on the Funding Action is replaced by a new Sponsored Program Activity Type field that will display in both SPAERC and SERA.  The options available will align with federal Uniform Guidance and will mirror those on the eGC1.    The Sponsored Program Activity Type on the first Funding Action for an eGC1 will auto-populate the selection on the parent eGC1.  When an eGC1 has multiple existing Funding Actions, the Sponsored Program Activity Type will auto-populate from the selection on the first/oldest Funding Action.

Migrate historical data to FA Sponsored Program Activity Type

The Sponsored Program Activity Type field is populated on all existing Funding Actions based on eGC1 Funding Purpose and Funding Action Type of Award data.  Populating the SPA Type field on all existing Funding Actions will allow for consistent historical reporting.

Add Clinical Trial Phase to the FA

When the Sponsored Program Activity Type is one of the two Clinical Trial activities (federal or non-federal sponsored), a Clinical Trial Phase field will display on the Funding Action in SPAERC. This will assist in reporting to the federal government.

View eGC1 Sponsored Program Activity Type from SPAERC

The new sponsored program activity type field will be viewable on the eGC1, the Control Sheet, and the task list in SPAERC.

View eGC1 Clinical Trial Phase from SPAERC

The new clinical trial phase field will be viewable on the eGC1 in SPAERC.