How To

Open an early PTA.

Set up an Early PTA to allow the project to begin before you receive the award so the expenses can be readily identified and separated.

To request an Early PTA, use the SeRA PTA Manager.  From the Project Summary Page under Start a Transaction select Early/Extended PTA Request.

Once the award is received, the Early PTA becomes the project PTA. There is no need to transfer expenses.

The PI must provide a guarantee PTA with unrestricted funds for the expenses to be charged to in case the award does not materialize.

The PI or business manager also certify that required IRB, IACUC and or SCRO protocols have been filed for review and that no expenses involving those activities will be incurred until final protocol approval is granted.

Keep in mind certain agencies have specific rules governing preaward expenses. They may limit the dollar amount or set time limits.

Don't circumvent using an Early PTA by charging  project expenses to an unrestricted PTA or sponsor PTA.

Be sure to check the terms and conditions of your particular award for restrictions on pre-award spending. While most government grant sponsors allow pre-award costs within the 90 days prior to the start of the award, other sponsors limit or do not allow pre-award costs.

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