Establishing Fund Profiles to Define Funding Sources for a Reimbursable Grant

2. Select Create

4. Complete the Reimbursement Options tab.

• Verify that the Reimb Eligible checkbox is checked.

• Select Allowed for Reimbursement from the Reimb Status list.

• Select Save

5. Create a Funding Priority for the first Funding Profile.

• Select the Funding Priority tab

• Select Insert (+) on the General Information tab.

• Enter the Funding Priority number beginning with 10 and using increments of 10 afterward (i.e., 10, 20, 30, etc.).

• Select Reimb Status: Allowed for Reimbursement.

• Select Save.

6. Create two Funding Lines to record the funding match for the Funding Priority.

• Select the Funding Line tab.

• Select Insert (+) to create the first Funding Line.

8. Complete the Reimbursement tab.

• Select the correct Revenue Source Code.

9. Complete the Front-End Split tab.

• Select Fund.

• Enter an Appropriation Unit.

• Select Save. Then create a second funding line.

10. Complete the Reimbursement Options tab.

• Select Insert (+)to create Funding Line.

• Select None from the Reimbursement Output Type list.

• Select None from the Reimbursement Frequency list.

• Verify Reimbursement Status: Allowed for Reimbursement.

• Enter reimbursement eligible costs percentage in the Reimb % field.

• Enter Max Reimbursement Amount.

• Select CMIA Method: None.

11. Complete the Front-End Split tab.

• Select Fund.

• Enter an Appropriation Unit.

• Select Save

3. Complete the General Information tab.

• Select a Department from the pick list

• Enter a unique Funding Profile code.

• Enter an applicable Funding Profile Name.

• Verify that the Active checkbox is checked.

• Verify that the Budgeting checkbox is checked.