1. If you received an email from the Ideal-Logic system with a subject line that begins "Action Required..." continue with this step. Otherwise, skip to step 2.

The body of the email will say "Action to take: UO Principal Investigator Signature." The information for the subaward is contained in the email or it can be reviewed in the portal. The attached documents will open in the portal, so you will want to be sure your account is set up (one time action). For more information, please see step 2.

At the bottom of the email, there is a button marked "Click to Review Subaward." This link will take you into the portal system, and takes you to step 4 below if your account is set up.

2. Log in to the SPS Portal at: https://apps.ideal-logic.com/uosps

NOTE: If this is your first time logging in, you must first complete the account setup steps. Please see the page “Accessing portal and account setup"

3. Click on “Review Subaward” for the matter.

4. The decision and comment block will show first, but scroll down to review the subaward information and attached documents.

5. The first few sections contain messages and other information you need to take attention on, plus high level information on the subaward, plus the current status of approvals.

6. The next major section contains UO's information related to the subaward, including you as the PI, your DGA, and other pertinent information.

7. The next section contains information about the subrecipient agreement, including their contact information, the agreement period, and dollar amounts.

8. The next section contains the required documents for the agreement that should be reviewed. The Adobe Sign section will be used later for the final agreement document that is signed by UO and sent to the subrecipient for their approval.

9. Once you have reviewed the subaward matter record, please go back to the "signature" section and denote your approval, rejection, or needing additional information, plus enter any relevant comments. If you select "Approve," this matter will be submitted to SPS Post-Award for processing. Selecting "Reject" or "Need Additional Information" will send this matter back to your DGA for attention.

Once you approve, the PI Verification window will show up. Select yes or no as to whether or not the relationship with the subrecipient presents a potential conflict of interest.

Finally, type your name, which constitutes your digital signature and close the review window. This completes your action in the portal and will move the item forward in the workflow for processing at SPS. Note: do not click "Cancel" at the bottom of the window.