Account Setup

When a submitted proposal has been awarded and an account number is assigned by the university grants office, we begin the process of setting up your account.

The first step is setting up a meeting between the Principle Investigator (PI), Grants (Stephanie Steen) CKWRI travel, compliance, and Business Coordinator II

This meeting is mandatory and your accounts will not be set up until this step has been completed

An email will be sent out to set up a time and date for the meeting that best suits all parties

During the meeting we will discuss the terms and guidelines of the project as well as answer any questions that the PI may have in regards to the procedures that CKWRI mandates.

We go over the budget and how it will be uploaded.  (If your budget is broken down yearly or by fiscal year that’s is how the budget will be reflected)

We will discuss the policies and guidelines of when a budget revision between line items is being processed or if allowable

Travel and compliance polices

Reports due dates

Copies of contracts and budget are provided for your records.