Create a New Scholarship, Fellowship, or Cash Prize

Creating a new Scholarship/Fellowship document begins from the Home tab or the Create tab. You may save your progress at any time during the document creation process by selecting Save at the top or bottom of the page.

Getting Started with Create a New Scholarship/Fellowship or Cash Prize

  1. State from the Home tab or Create tab.
    1. From the Home tab, select Create a new award.
    2. From the Create tab, you will be automatically directed to the first step in the creation process.
  1. Verify that the payment meets the conditions listed on the screen.
    1. If the payment meets the conditions, select I, [name] confirm that this payment meets the above conditions.
    2. If the payment does not meet the conditions listed on the screen, select This payment does not meet the above conditions. Now what? This link will display a pop-up window, which will direct you to the appropriate service for proper payment method.
  1. Once you have confirmed that the scholarship/fellowship or cash prize meets the listed conditions:
    1. Select the fiscal year for which you wish to create the award.
      Note: If the correct fiscal year is not selected after creating the scholarship/fellowship or cash prize, the document must be deleted and a new document must be created.
    2. Select the appropriate creator desk.
      • Profiling a Desk/View for FRMS
        Use the *DEFINE YP2 command to profile a desk/view so that it always appears as the first desk/view when selecting a creator desk for an FRMS document.
      • Note: If the user’s current or profiled desk/view is not authorized for the command, or if the user is not authorized for the desk/view that is profiled, it will not appear in the creator desk list.
    3. Enter a description for the document.
    4. Click Create Scholarship.
  2. Recipient
    1. Type the UT EID of the recipient of the award.
    2. Click Get Recipient Info and Distribution Methods to add the recipient to the document.  To remove a selected recipient, select Clear Recipient and the recipient will be removed from the document.
  1. Distribution Method: Select the preferred distribution method from the drop-down menu. If direct deposit is on file, it will be the default method.
  1. Accounts
    1. Type the account number that will be used to pay the recipient.
    2. Type the amount to pay.
    3. Click Add Account. To enter more than one account number, repeat steps above for each additional account to be used to pay the recipient. Tp remove an account from the document go to the Remove column on the right side of the account section, locate the line on which the account is listed, and click Delete.

Note: If you use a 30-account to fund any portion of the award, you can click the Donor Criteria link in the Endowment Details column to view more information. You will then receive the message: By approving this document, you are certifying that this recipient meets the donor criteria listed in the Donor Criteria links of the 30-accounts listed above.

  1. Payment Schedule
    Payment may be scheduled automatically with a scheduler or manually.
    1. Automatically schedule payments
      1. Select Use Scheduler.
      2. All the that have been added to the document will be selected.
      3. Select the frequency of payments (monthly or semesterly).
        1. Monthly Payments
          1. The start date defaults to the current date. You may change the start date by manually typing a date in MM/DD/YYYY format or by clicking the calendar icon to the right of the start date field and selecting a start date.
          2. From the drop-down menu, select the number of months for which you want the payments to occur. The highest number available will create payments through the end of the fiscal year. For example, if you create a scholarship in September, 12 payments will be available because twelve months remain in the fiscal year. However, if you create an award in May, only four payments will be available, because four months remain in the fiscal year. After the payments are created, you may manually make any adjustments necessary to amounts, payment dates, and financial aid semesters.
          3. Click Create Monthly Payments.
        2. Semesterly Payments
          1. The start date field defaults to the current date. You may change the start date by manually typing a date in MM/DD/YYYY format or by clicking the calendar icon to the right of the start date field and selecting a start date.
          2. Select the semesters in which you wan the payments to occur.
          3. Click Create Monthly Payments.
    2. Manually schedule payments
      1. Select the appropriate account from the drop-down menu.
      2. Type the amount to be paid from the selected account.
      3. Type the date (MM/DD/YYYY) the payment is to be made.
      4. Select the semester for which the award is to be applied to the recipient’s financial aid.
      5. Click Add Payment.
      6. To add additional payments to the Payment Schedule, repeat steps 1-5. To remove a payment from the Payment Schedule section, locate the line on which the payment is listed, and click Delete.
      7. Check the Status column to verify that the status of each payment is correct. You can change the status of the payment by selecting Held or Not Held from the drop-down menu. If desired, you may Hold all or Release all payments by clicking the links just above the Status column.
  1. Registration Requirements
    1. Must the recipient be registered to receive this award? Select the appropriate radio button. Every payment will be audited to make sure the recipient is registered at the required level. You may change this requirement later, if necessary, by creating a Modify document.
  2. Note: If you schedule payments for intersession times when clasees are not in session, requiring any level of registration will mean that the payment will not go out because the student is not registered on t he date of payment. If you want the recipient to receive the funds during intersession, select No when answering this question.

    1. Must the recipient be registered for the first payment? Select the appropriate radio button. If you selected Yes to the registration question above, you must select an answer to this question. If you want the recipient to receive the funds without requiring registration, select No.
  3. Purpose of Payment
    1. Is this payment for a post-doctoral fellowship?
      Select the appropriate radio button.
      1. Yes
      2. No
    2. Is this a cash prize as a result of a public competition?
      Select the appropriate radio button.
      1. Yes
        (This message will display: This payment is a cash prize and documentation about the competition (contest flyer, printed web page, etc.) must be sent to the Scholarship Desk. Once the documentation is received, the hold will be released and the prize will pay out.)
        Note: Additional documentation must be forwarded to the Office of Accounting, Travel Section, Mail Code K5300. Fax: 512-471-2728. E-mail: scholarshipdesk@austin.utexas.edu.
      2. No
        If the award is not a cash prize, more questions will appear.
    3. Are these funds to help support this non-U.S. resident recipient while outside the United States?
      This question will appear if the recipient is a non-U.S. resident. Select the appropriate radio button.
      1. Yes
      2. No
    4. This award is based on (choose at least one):
      This question will appear if the award is not a cash prize. Check all appropriate boxes.
      1. Financial Need
      2. Academic Merit
      3. Other – If Other, you must type a reason in the pop-up field.
    5. Is this award for study abroad?
      This question will appear if the award is not a cash prize. Select the appropriate radio button. If the award is for study aboard, but you do not know whether it is for course credit or independent study, contact the recipient or the International Office.
      1. Yes, for course credit
      2. Yes, for independent study
      3. No – If no, you must complete the Travel section.
  1. Travel – You will only need to complete this section if you have indicated that the award is not for study abroad.
    1. Are these funds for travel (not including study abroad)?
      • Yes – If yes, you must complete the follow-up questions.
        1. Destination - Use the search icon to view the destination list and obtain the destination code for the place of travel.
          Note: If the traveler's destination is not listed, send an e-mail to the Travel section at oa.travel@austin.utexas.edu. Include the city, county, state, and country with your request that the destination be added to the system.
        2. Purpose
          1. Attend meeting, conference, or other educational event
          2. Perform research activities
          3. Site or field visit
          4. Present original research paper
          5. Other – If Other, you must complete the Other Reason field.
      • No
  1. Document Comment – If you wish to add comments for the document, you may type them in this field.
  1. You may save your progress at any time during the document creation process by selecting Save at the top or bottom of the page. If you are finished creating the document and ready to route it forward for approval, select Save and Finish.
  2. The final step in the process of creating a new award is to review the document. When you are satisfied that the document is correct, click Approve Document in the routing widget, and the document will route to the next desk in the routing path.