In Quantum UMB perform all functions at the award level. Therefore, this required SPAC to change the numbering logic in Quantum for both contract and projects.

In the Quantum Financial system, award numbers are sequential and cannot be modified to accommodate our previous procedure of using a suffix for continuations.  Quantum Financials only allows us to modify project numbers.

With Quantum, the only time we will change the award Number is:

• Change in a Purchase Order (PO) Number
  • Single ‐ (VA)
  • Multiple PO’s on one award (BCPS)
• Change in Sponsor Contract Number (not adding the year at the end, the core # must change)
• Change in Letter of Credit (LOC) ID
• Change in Sponsor funding source (like LOC ID change – but this is a new funding window)

We will refer to these situations as the Sponsors funding source.

In Quantum, the only way that we can achieve that association is through an award edit, referring the new award back to the previous award or associated award. This will require SPAC to advise SPA and the departments of the related awards when sending the setup email.

The award numbers that were active when UMB went live in Quantum transferred over with their original award number. This number will remain until one of the changes above occurs. New awards set up in Quantum are a sequential numbering logic; next one available becomes the award number

The project numbers that were not closed in PeopleSoft transferred over to Quantum. However, the project numbering logic in Quantum is that a project number is an extension of the award number with the last number being the current funding year for this awards funding period.

Utilizing that logic for the old Award Numbers: Award # 990873D

Yr 1 PID: 10019983 (transferred from Peoplesoft)

Yr 2 PID: 10021940 (transferred from Peoplesoft)

Yr 3 PID: 10021941 (transferred from Peoplesoft)

If we are funded for year 4 and 5 of the award utilizing the new logic:

Yr 4 PID: 990873D4 (award number – year 4 funded)

Yr 5 PID: 990873D5 (award number – year 5 funded)

As you can see the new project ID’s assumed the award number followed by the funding year.

If we receive continuation funds from the award above, but the contract number, PO, LOC or funding source changes it will receive a new award number which will be referred to 990873D5

As stated, the project numbers on the new awards are the new 7‐digit number plus the year of funding. Therefore, a five‐year award would have the following numbering on award number 2003746:

Yr 1 PID: 20037461
Yr 2 PID: 20037462
Yr 3 PID: 20037463
Yr 4 PID: 20037464
Yr 5 PID: 20037465

Child projects follow the same naming convention as the examples above using C as a designator that it is a child. For example, using the same project number and it has a child project on year 1:

Yr 1 PID: 20037461 (1st year funding)
Yr 1 PID: 20037461C1 (1st year funding, 1st child)

If there were 2 child projects in year one, then the numbering scheme would be:

Yr 1 PID: 20037461 (1st year parent funding)
Yr 1 PID: 20037461C1 (1st year funding, 1st child)
Yr 1 PID: 20037461C2 (1st year funding, 2cd child)

If we had year two child projects:

Yr 2 PID: 20037462 (2cd year parent funding)
Yr 2 PID: 20037462C1 (2cd year funding, 1st child)
Yr 2 PID: 20037462C2 (2cd year funding, 2cd child)

This will continue for future years

Project Numbers for Supplements

Supplement projects follow the same naming convention as the examples above using S as a designator that it is a supplement.   For example, using the same project and its project on year 1:

Yr 1 PID: 20037461 (1^st year funding)

Yr 1 PID: 2003741S1 (1^st year funding with supplement).

Awards have two formats:

• Automatic Carryover
• Not Automatic Carryover

If it is an automatic carryover, the award should only have one project for the period of the award. Please note, there may be children, but this should not affect the 1 project period for the parent. If an award does not automatically carryover, it should have multiple projects, one for each year of budget. Child projects were described above for this type of project