How to Create a New Research Subaward

From the *Home Shopping Dashboard*, select the **Research Subaward** form.

The form will open to the *Instructions* page. Read the instructions, then click the **Next** button.

The *Details* page will display. If desired, update the auto-populated **Form Name** – this is how you will identify this particular subaward moving forward. **EXAMPLE**: The below screenshot depicts the following Form Name: "Example College Subaward for Example Study, Fund 00000". Click the **Next** button.

The *Vendors* page will display. - To search for a specific vendor: - Enter the name of the vendor in the **Vendor** field; and/or - Enter the vendor zip code and desired search radius. - To view all available vendors, leave the **Vendor** and **Zip Code** fields blank. Click the **Search** button.

A list of vendors will display on the *Vendors* page. Utilize the **scroll bar** to view the vendor results. Once you've located your desired vendor, click the **Select** button and then the **Next** button.\ \ **TIP:** If your vendor has multiple entries, select the entry that matches your desired **fulfilment center address.**

The *Form Fields* page will display a list of required pages. To proceed, click either a hyperlinked page name under the *Overview* column or the **Next** button.

The *Form Fields - UCLA Department Information* page will display. Required questions appear with an **asterisk (\*)**. Select the **New Subaward** option from the *New Subaward or Subaward Amendment?* question dropdown menu. Complete the remaining fields, then click the **Next** button.

The *Form Fields - Line Items* page will display. **NOTE**: FAU details, including object codes, are added or modified on the *Requisition* screen once the Research Subaward form is complete and has been moved to your **Shopping Cart**.

Utilize the dropdown menu to select the appropriate number of line items. **IMPORTANT**: For subawards where Facilities and Administration costs (F&A) are applicable, **F&A should only be listed on Line Item 1** up to the funding's first $25,000.

Complete the required **Product Description** field, including the following information: - **Line 1:** - Subaward for the Project Titled: - Budget Period: - Total Budget Period Amount: - Key Personnel / UCLA PI: - Award Number: - **Line 2 and subsequent lines** (if applicable; depicted in below example): - “\[line number\] of subaward over $25,000”. **EXAMPLE:** The below screenshot displays line items for a Subaward where F&A is applicable.

Enter the **Unit Price** (total line amount) for each line. Then click the **Next** button.

The *Review and Submit* page will display after all other form pages have been viewed. Verify that each page has been completed via the **green check mark** icon in the left navigation pane, then click the **Add and go to Cart** button.

The *Shopping Cart* page will display. Review the shopping cart, including line items, and update as needed. Once all data has been validated and you're ready to proceed, click the **Proceed to Checkout** button.