|
Document |
Tag |
Category |
Folder |
|---|---|---|---|
| Acceptance and Delivery Documents | _TagNumber_[Descriptor] | Supporting Documentation | Property |
| Additional documents/materials provided to sponsor post-submission, but pre-award that were not requested with original proposal, and/or revised materials that would not warrant a fully revised Proposal document to be uploaded | _AddDoc_[Descriptor] | Proposal Document | Proposal |
|
Allocation of Rights Agreement |
_STTR/SBIR |
Award Document |
Proposal or Award |
|
Animal Care and Use Documents |
_IACUC |
Internal Approval/Disapproval |
Approvals |
|
Approvals, non-specified |
_Approval_topic |
Internal or Sponsor Approval/Disapproval |
Approvals |
|
At Risk SpeedType Request Form |
_AtRisk |
Internal Approval/Disapproval |
Approvals |
|
Award document or Notice of Award |
_Award |
Award Document |
Award |
|
Award transfer |
_RelinquishmentReq OR _Termination_Req |
Award Document |
Award |
|
Bailment Agreement |
_BA |
Award Document |
Award |
|
Bio-safety or rDNA documents |
_IBC |
Internal Approval/Disapproval |
Approvals |
|
Budget Justification |
_BJUST |
Proposal Document |
Proposal |
|
Budget Justification -- Revised Submitted to Sponsor. Upload new version of existing document. See Proposal Files: New Version of Existing Documents for naming conventions |
_BJUST (saved as new version) |
Supporting Documentation |
Proposal or Award (depending on when collected) |
|
Budget Revision Approval (Post Award Document used only when no formal award or internal award document is created) |
_BudgetRevisionApp |
Supporting Documentation |
Award |
|
Budget Revision Request (Post Award Document) |
_BudgetRevisionReq |
Supporting Documentation |
Award |
|
Carry Forward approvals |
_CarryFwdApp |
Award Document |
Award |
| Carry Forward Restricted Project Allocation Form | _CarryFwdForm | Supporting Documentation | Award |
|
Carry Forward requests |
_CarryFwdReq |
Supporting Documentation |
Award |
|
Confidentiality Disclosure/Non-Disclosure Agreement (formerly handled by TTO) |
_Award |
Award Document |
Award |
|
Confirmation of the Proposal Submission |
_CON |
Proposal Document |
Proposal |
|
Consultant Add approvals/denials |
_ConsultantAddApp |
Sponsor Approval/Disapproval |
Award |
|
Consultant Add requests |
_ConsultantAddReq |
Supporting Documentation |
Award |
|
Contracts/Grants Language Approval: Export Control (Export documents including OEC approval letter, review, or other supporting documents; use descriptor to identify APP, REV, SUPP, TCP, etc.) |
_Export_[Descriptor] |
Internal Approval/Disapproval |
Award |
|
Contract Language Approval: OIT |
_ITApp |
Internal Approval/Disapproval |
Award |
|
Contract Language Approval: TTO |
_TTOApp |
Internal Approval/Disapproval |
Award |
|
Contract Language Approval: University Counsel |
_CounselApp |
Internal Approval/Disapproval |
Award |
|
Cooperative Research and Development Agreement [CRADA] |
_Award |
Award Document |
Award |
|
Cost Estimation Tool. Original and revised internal estimation tool saved as Excel file. For revisions documenting submission to sponsor, upload new version of existing document. See Proposal Files; New Version of Existing Documents for naming conventions |
_ESTTOOL |
Budget |
Proposal |
|
Cost Sharing Form and documentation |
_CSF |
Cost Share |
Proposal |
|
Course Buyout Approval |
_CourseBuyout |
Internal Approval/Disapproval |
Proposal |
|
Data Access Request Form |
_Award |
Award Document |
Award |
|
Data Transfer or Data Access Agreement |
_Award |
Award Document |
Award |
|
Deliverables. Use convention detailed in "Entering and Attaching Deliverables" |
_Award #[or PR#]_Report |
Report |
Report or Property |
|
Department Contact Change |
_DeptContactChg |
Supporting Documentation |
Award |
|
Emails/Correspondence/letters (This tag is used only for correspondence that does not otherwise have an attachments tag indicated in the attachments conventions.) |
_Email_YYYY.MM.DD_ Topic/Optional Descriptor |
Supporting Documentation (Correspondence will be tagged and categorized by purpose of the document (approval, proposal, etc.). |
Proposal, Award, Sub-Documents, Reports, Closeout, Property, or Approvals |
|
Environmental Health and Safety |
_EHS |
Internal Approval/Disapproval |
Approvals |
|
Equipment Purchase approvals |
_Equip_Date_App |
Internal or Sponsor Approval/Disapproval |
Property |
|
Equipment Purchase requests |
_Equip_Date_Req |
Supporting Documentation |
Property |
| Exceptions. Contractual exceptions CU communicates at Pre-Award with the document separated from the proposal package document; Proposal Analyst uploads the _Exceptions document if the PA submits it with the proposal; the Contract Officer uploads if the CO submits directly to the sponsor | _Exceptions | Supporting Documentation | Proposal |
|
Facilities Use Agreement |
_Award |
Award Document |
Award |
|
FDP Attachment 3B for when requested prior to award, at award or mid project |
_FDP 3B |
Proposal or Award Document |
Proposal or Award |
|
Foreign Currency Exchange Rate |
_EXCHRATE |
Supporting Documentation |
Proposal or Award |
|
Foreign Exchange Risk Acceptance Form |
_EXCHRISK |
Supporting Documentation |
Proposal or Award |
|
Funding Opportunity Announcement or Solicitation |
_FOA |
Proposal Document |
Proposal |
|
Human Subject Approval – Protocol # should be linked to proposal via Approvals folder (not attached) |
_IRB |
Internal Approval/Disapproval |
Proposal or Award |
|
IDC Addendum |
_IDCAddendum |
Supporting Documentation |
Approvals |
|
IDC Waiver and approval/disapproval documentation |
_IDCWaiver |
Internal Approval/Disapproval |
Approvals |
|
Inter-campus Agreement/MOU |
_Award |
Award Document |
Award |
|
Internal China Assurance form (signed by PI) |
_China |
Proposal Document |
Proposal |
|
Invoice template provided by sponsor |
_SampleInvoice |
Award Document |
Award |
|
Joint Appointment Agreement |
_Award |
Award Document |
Award |
|
License Agreement (includes Lease Agreement) |
_Award |
Award Document |
Award |
|
Master Agreement (includes Master Task Order Agreements & BOAs) |
_Award |
Award Document |
Award |
|
Material Transfer Agreement |
_Award |
Award Document |
Award |
| NASA FINESST Student Research Grant Post-Submission Assurance | _PSAssurance | Proposal Document | Proposal |
| NIH Data Management and Sharing (DMS) Plan – Required for all NIH research proposals (not fellowships/training grants) | _DMSPlan | Proposal Document | Proposal |
|
NIH Fellowship Assurance Form |
_NIH |
Proposal Document |
Proposal |
| NIH-specific Just-In-Time (JIT) documentation submitted to NIH after proposal submission | _JIT | Proposal Document | Proposal |
|
No Cost Extension approvals (Use only when no formal award or internal award document is created) |
_Award#_NCEApp_YYYY.MM.DD |
Award Document |
Award |
|
No Cost Extension requests to sponsor |
_Award#_NCEReq_YYYY.MM.DD |
Supporting Documentation |
Award |
| No Cost Extension requests submitted by PIs or DRAs using the OCG webform | _Award#_NCEWebform_YYYY.MM.DD | Supporting Documentation | Award |
|
Non-Disclosure Agreement |
_Award |
Award Document |
Award |
|
Non-specified AWOF (e.g. Center By Laws CB, Center Membership Agreements CM, Collaboration Agreement CN, Education Partnership Agreement EP, Export Control Acceptability Agreement EC, Miscellaneous Agreements MI, University Master Design Materials Agreement UM, etc. |
_Award |
Award Document |
Award |
| NSF Safe & Inclusive Working Environment (SIWE) Plan – Required for any NSF project with off-site research occurring (off-site does not include subrecipient sites) | _SIWEPlan | Proposal Document | Proposal |
| OEC Review Checklist | _ExportList | Supporting Documentation | Approvals |
| Pictures of Equipment | _TagNumber_Photo_Descriptor | Supporting Documentation | Property |
|
PI Change Request (When the request will result in a system change, not just an email) |
_PIChangeReq |
Supporting Documentation |
Award |
|
PI Eligibility Approval (Chair approval for ineligible personnel to be PI) |
_PIApproval |
Internal Approval/Disapproval |
Approvals |
|
PI Reduced Effort |
_PIEffortReduction |
Sponsor Approval/Disapproval |
Approvals |
|
Property -- DCPR_completed |
_Equip_Date_DCPR_Completed |
Property |
Property |
|
Property -- Fabrication request form |
_Equip_Submission Date_Fab Req_Fab Tag #_Description of Fab |
Internal Approval/Disapproval |
Property |
| Property -- Off Campus Equipment Agreement | _Equip_Date_OffCampus | Property | Property |
|
Property -- Qtr reports_property <$5K, from depts |
_Equip_Date_ Report Non-cap Equip |
Report |
Property |
|
Property -- Sponsored Titled Equipment Disposition Approval |
_Equip_Date_DISP# App |
Sponsor Approval/Disapproval |
Property |
|
Property -- Sponsored Titled Equipment Disposition Request |
_Equip_Date_DISP# Req |
Supporting Documentation |
Property |
|
Property Reports to sponsor_Annual |
_Equip_Date_Annual Report |
Report |
Property |
|
Property Reports to sponsor_Final |
_Equip_Date_Final Report |
Report |
Property |
|
Property Reports_Sub report to CU_Annual |
_Equip_Date_Sub Property Report Annual |
Report |
Property |
|
Property Reports_Sub report to CU_Final |
_Equip_Date_Sub Property Report Final |
Report |
Property |
|
Property Reports_supporting documents and financials |
_Equip_Date_Property Report Supporting Docs |
Supporting Documentation |
Property |
|
Property transfer forms (ie, DD250, DD1149, etc) |
_Equip_Date_Form Code# |
Property |
Property |
|
Proposal Denial notification |
_DENIAL |
Proposal Document |
Proposal |
|
Proposal File Submitted to the sponsor. May include: SOW, Budget, Justification, LOC, or system generated proposal package, such as from Grants.gov, NSPIRES, eRA Commons, or FastLane |
_Proposal |
Proposal Document |
Proposal |
|
Proposal Submission Request and Supplemental PSR Form |
_PSR |
Proposal Document |
Proposal |
|
Proposal or Award Withdrawal notification and documentation of PI request for withdrawal (If prior to award notification, category and folder are Proposal and after award notification category and folder are Award) |
_WITHDRAW |
Proposal or Award Document |
Proposal or Award |
|
Purchase Order and mod#, (e.g., PO0, PO1, PO2) |
_PO# |
Award Document |
Award |
| RBSA Budget. Used for times when a separate document needs to be included in the infoEd record for RBSAs (Rate Based Service Agreements) as a supporting budget document describing the RBSA rates used | _RBSABudget | Budget | Proposal |
|
Remote PI Eligibility Form |
_RemotePI |
Internal Approval/Disapproval |
Proposal |
|
Reports |
_Report |
Property reports will be categorized as "Property". All other reports will be categorized as "Report". Closeout tag has been archived. |
Reports or Property |
|
Representations and Certifications |
_REPS |
Supporting Documentation |
Proposal or Award |
| Restricted Research Request | _RestrictedRequest | Internal Approval/Disapproval | Approvals |
| Requisition | _Requisition | Supporting Documentation | Property |
|
Sponsor Formatted Proposal Budget. Used 1) when a sponsor (like DOE or DOD) requires a multiple worksheet budget be submitted in Excel format or when an R&R Budget form is submitted separately from a Grants.gov package; and/or 2) when a revised budget is submitted separate from other proposal documents to the sponsor using sponsor format. (Revisions should be uploaded. See: Proposal Files: New Version of Existing Documents for naming conventions) |
_PROPBUDGET |
Budget |
Proposal |
|
Statement of Work Change approvals (Post-Award) |
_SOWChangeApp |
Sponsor Approval/Disapproval (used if no formal modification requires routing) |
Award |
|
Statement of Work Change requests (Post-Award) |
_SOWChangeReq |
Supporting Documentation |
Award |
|
Sub -- Add to award, Approvals |
_Institution_AddSubApp |
Award Document |
Sub-Documents |
|
Sub -- Add to award, Requests |
_Institution_AddSubReq |
Award Document |
Sub-Documents |
|
Sub (Outgoing) -- Agreement and Mod# |
project#_Institution_Mod# |
Subaward Document |
Sub-Documents |
|
Sub (Outgoing) -- Budget (save as Excel doc, if possible) |
proposal # or project#_Institution_SubBudget |
Subaward Document |
Sub-Documents |
|
Sub (Outgoing) -- Checklist |
project#_Institution_CK |
Subaward Document |
Sub-Documents |
|
Sub (Outgoing) -- Commitment Form |
project#_Institution_SCF |
Subaward Document |
Sub-Documents |
|
Sub (Outgoing) -- Cost/Price Analysis |
project#_Institution_CP |
Subaward Document |
Sub-Documents |
|
Sub (Outgoing) -- Documents Review Form |
project#_SRR |
Subaward Document |
Sub-Documents |
|
Sub (Outgoing) -- Documents Small Business Subcontracting Plan |
project#_Institution_SSBP |
Subaward Document |
Sub-Documents |
|
Sub (Outgoing) -- Indirect Cost Rate Agreement |
project#_Institution_IDCRA |
Subaward Document |
Sub-Documents |
|
Sub (Outgoing) - Internal China Assurance Form, Subawards (signed by sub AOR) |
_Sub Name_ China |
Subaward Document |
Sub-Documents |
|
Sub (Outgoing) -- Letter of Commitment (FDP Expanded Clearinghouse Pilot) |
proposal # or project#_Institution_SubLOC |
Subaward Document |
Sub-Documents |
| Sub (Outgoing) -- No Audit Questionnaire | proposal#_Institution_NAQ | Subaward Document | Sub-Documents |
|
Sub (Outgoing) -- Proposal |
proposal # or project#_Institution_SP |
Subaward Document |
Sub-Documents |
|
Sub (Outgoing) -- Risk Analysis |
project#_Institution_RA |
Subaward Document |
Sub-Documents |
|
Sub (Outgoing) -- Sole Source Justification |
proposal # or project#_Institution_SSJ |
Subaward Document |
Sub-Documents |
|
Sub (Outgoing) -- SPO Marked up |
project#_Institution_SPO# |
Subaward Document |
Sub-Documents |
|
Sub (Outgoing) -- System of Award Management |
project#_Institution_SAM |
Subaward Document |
Sub-Documents |
|
Teaming Agreement (includes Technical Assistance Agreement TA) |
_Award |
Award Document |
Award |
|
Transfer Funds out of Participant Support |
_PSupportTransfer |
Award Document |
Award |
|
Travel Approval/Denial |
_TravelApp |
Internal or Sponsor Approval/Disapproval |
Approvals |
|
Travel Request |
_TravelReq |
Supporting Documentation |
Approvals |
|
Tuition Arrangements when Non-Allowable |
_TUITION |
Supporting Documentation |
Proposal |
|
Visiting Scientist Agreement |
_Award |
Award Document |
Award |
|
Tuition Arrangements when Non-Allowable by sponsor |
_TUITION |
Supporting Documentation |
Proposal |
|
Visiting Scientist Agreement |
_Award |
Award Document |
Award |