Subaward - Template Information & FDP Form Printing

Overview

The Subaward module in Kuali Research has the ability to pull entered information and populate FDP boilerplate forms to print and use when issuing outgoing Subawards.  This saves valuable data entry time and allows users the ability to instantly generate the necessary FDP formsets they require for the given subaward.  The general data is pulled from throughout the Subaward module but the specific FDP form question information is completed in the Template Information tab of Subawards.  You can access the print options via the Print panel in the Subaward Actions tab.  Below gives more information about the Template Information and Print options.

Also, we have a feature flag surrounding the template information, validation, and print options on Subaward FDP forms.  When the parameter Enable_Subaward_FDP is enabled it will turn on the validations in the Template Information tab requiring certain information for FDP form mapping and also makes the print button available in the Print panel on the Subaward Actions tab.

Template Information Tab

A good number of the FDP question and field mapping is found in the Template panel.   These questions allow you to enter the necessary information to populate the given fields in the template forms.  The values can always be changed and the forms reprinted to generate updated forms reflecting the updated information.

The Contact section allows you to specify person information that maps to a number of FDP forms.  The contacts available in the dropdowns are pulled from the Non-Employee personnel (Address Book) that were added for the given Subaward in the Contacts panel on the Subaward tab of the record. 

The Terms and Conditions gives additional questions/selections that will map to the given areas in the FDP forms.  Again, the answers can be modified at any time and the forms regenerated if needed.

The Compliance section allows you to enter the necessary Human and Animal subjects information that will map to the FDP forms.  All the fields/dropdowns mimic the options in the given FDP templates you would fill out manually if you did them independently of the Kuali system.

Printing Options

Once the necessary information has been completed in the Subaward and the Template Information panel you can generate or print the required FDP forms in the Print panel found in the Subaward Actions tab.  In the Print panel you can choose whether to print the main FDP Agreement or a FDP Modification Agreement along with the other Sponsor specific Attachment and FDP Attachment forms.  You can also include any PDF attachments that were attached in the record in the Subaward Attachments section of the Template tab.  You can check to include any/all of the options to generate the necessary forms.  Also, you can always update the information in the Subaward record and regenerate the forms at any time.

Form Mapping Logic

More information on how the information entered in the Kuali Research Subaward record maps to the available FDP forms can be found in the below attached FDP Crosswalk file - each tab shows the logic for the given FDP form.