Proposal Development - Office of Research Administration

Proposal Development
coeus-help@umd.edu
Your Department’s CA
Lauren Bradley, 59743
:ŽŚŶŽǁŶ͕ϱϲϮϲϯ
ĂƌŽůLJŶ>͘DŝůůĞƌ͕ϱϰϭϳϵ
Sally Egloff, 58060
Zach Friedman, 50164
Coeus Icons
Proposal Creation - detailed
directions & Rolodex
Routing Form Crosswalk
Proposal Creation - cheat
sheet
Creating Detailed Budget&
Sub-budget
Cost Element list
Coeus emails & DRIF form
Section1
CoeusIcons
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Proposal Development Main Menu
Icon Guide
Located here
BuƩon FuncƟonality
Image
BuƩon
FuncƟon
Add a New Proposal
Creates a new proposal.
Modify Selected Proposal
Allows you to enter the proposal to make changes. To make any
changes you must have ediƟng rights. Be sure to save any changes
before exiƟng.
Display selected proposal
Opens the proposal in display mode. Doesn’t allow for any
changes.
Delete proposal
Deletes proposal. Will rarely be used, can only be used if proposal
is in status of rejected or in progress.
Copy proposal
05/21/2015
Creates a copy of the original proposal. Carries over all informaƟon
into new proposal EXCEPT invesƟgator
cerƟficaƟons and quesƟonnaire answers.
Notepad
Used to record sponsor / invesƟgator informaƟon that does not yet
appear in the Sponsor table or Person table.
Medusa
Opens the Medusa window-Award, InsƟtute Proposal, Subcontract
and Development Proposal links to show the relaƟonships among
them. Allows one to move from one module to the next without
opening each separate module.
Sort Proposals
Opens the sort window and allows for sorƟng mulƟple columnar
contents-ascending and descending.
Search for Proposals
Opens the search window so users can search for
Proposal Developments.
Save As
Exports data into a MS Excel format.
Close
Closes the current Development Proposal module.
Proposal Development Proposal Details
Icon Guide
Located here
Bu on Func onality
Image
Bu on
Next Proposal
05/21/2015
Func on
Navigates to the next proposal from search window. If
only one proposal was found, the bu on will be grayed
out.
Previous Proposal
Navigates to the previous proposal. If you are on the first
proposal, the bu on will be grayed out (as seen on le ).
Approve Proposal
Approves proposal. Brings up the proposal rou ng
window.
Submit Proposal for approval
Submits current proposal for approval along selected
approval map.
Select approval Map
Allows you to select an appropriate approval map. For
example, if there is cost sharing, you would need to select
the cost sharing approval map.
Proposal Narra ve
Opens the proposal narra ve window, which houses all
the a achments for the proposal.
Proposal Budget
Opens the proposal budget window.
Yes / No Ques ons
Brings up the yes/no ques ons window.
Proposal Roles Maintenance
Opens the proposal role window. To assign any
addi onal roles, the user must be an aggregator.
Proposal Abstracts
Opens the proposal’s abstracts. Not used at this me.
Proposal Persons
Opens the proposal’s personnel table. You can double
click on an inves gator to display person details
informa on.
Notepad
Opens the Notepad window and allows the user to add a
comment and restrict viewing of the note.
Medusa
Opens the Medusa window-Award, Ins tute Proposal,
Subcontract and Development Proposal links to show the
rela onships among them. Allows one to move from one
module to the next without opening each separate
module.
Print
Opens a print menu with different forms available for
prin ng. Once a document has been selected, it opens as
a PDF.
Save
Saves the current proposal. Can only be saved when in
edit mode.
Send Mail No fica on
Opens the send mail pop-up window. Allows you to
select email recipients from the person table and rolodex,
and send an email directly from Coeus.
Close
Closes the current Development Proposal module.
Proposal Development NarraƟve Window
Icon Guide
Located here
BuƩon FuncƟonality
Image
05/21/2015
BuƩon
FuncƟon
Add Module
Adds a new module line to the
current narraƟve.
Modify Module
Allows you to enter the narraƟve
module to make changes. Be sure to
save any changes before exiƟng.
Delete Module
Deletes the selected narraƟve module.
Move module up one row
Moves module up a line in the
narraƟve. Can move mulƟple Ɵmes.
Move module down one row
Moves module down a line in the
narraƟve. Can move mulƟple Ɵmes.
Upload AƩachment
Available when a parƟcular module is
selected, allows user to upload
aƩachment to that module line.
Save
Saves the changes made in the narraƟve
module.
Close
Closes the NarraƟve screen, returning
the user to the proposal screen.
Section2
ProposalCreation–
detaileddirections
05/21/2015
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
ŚĞĐŬĞŵĂŝůƉƌĞĨĞƌĞŶĐĞƐ
Goto&ŝůĞхWƌĞĨĞƌĞŶĐĞƐ,fromthedropdownbox,selectYesifitcurrentlyshowsNo.Thisonly
needstobedoneonce.
ƌĞĂƚĞEĞǁWƌŽƉŽƐĂů
LogintoCoeusandClickMaintainProposalDevelopmenticon.
Closethe^ĞĂƌĐŚwindow.
ClickonĚĚĂEĞǁProposalicon.
Ifyouhaverightstocreateproposalsinmorethanoneunit,alistofunitswillappear.Selectthe
leadunitfortheproposal.Thiscan’tbechangedwithinaproposal,aneworcopiedproposalwill
needtobecreatediftheleadunitneedstobechanged.
ƐƐŝŐŶWƌŽƉŽƐĂůZŽůĞƐ
TheProposalCreator/Aggregatorassignsindividualsaccesstotheproposalanddetermines
whatlevelofaccesseachpersonhas.UMfacultyandstaffcannotviewtheproposalinProposal
DevelopmentunlesstheyhaveaCoeusaccountandhavebeengivenaroleontheproposal.
IfyouhavecreatedaproposalinCoeuspreviously,theindividualsfromthatproposalwill
appear.Checktheusersandtheirrolestoadd/removeindividualsforeachproposal.
ClickonĚŝƚхWƌŽƉŽƐĂůZŽůĞƐorclicktheproposalrolesicon.
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
EachRolehasasetofrights.Toreviewtheserights,clickontheRolenameintherightpanel
andthenclickontheRightsbutton.
Theinitialcreator,orAggregator,hasallrights.
x
x
x
x
ŐŐƌĞŐĂƚŽƌ:cancreateproposal,addproposaldata,create/attachnarratives,
create/editbudgets,routeproposalforsubmission
ƵĚŐĞƚƌĞĂƚŽƌ:viewproposalsdata,create/editbudgets
EĂƌƌĂƚŝǀĞtƌŝƚĞƌ:viewproposaldata,create/editnarrativeattachments
sŝĞǁĞƌ:viewproposaldata,budget,narratives
ClickthehƐĞƌƐbuttontosearchforpersonnelnotlistedontheleftsideofthewindowandclick
K<toaddtothelist.
Draganddropuserstotheappropriaterole.Dragnamesfromtherightsidetothetrashcanto
removeaperson’srightsforthisproposal.
ORAstaffcanseeallProposalDevelopmentproposalsandthereisnoneedtoaddorremove
themfromthelistofusersorroles.TheapproversfortheDepartmentChairandCollegeDeans
officehaveviewrightsbydefault,andthereisnoneedtoaddthemtotheRolesunlessan
individualneedstohaveadditionalrightstomodifytheproposalcontents.
WƌŽƉŽƐĂůdĂď
WƌŽƉŽƐĂůEŽ͗Thisissystemassigned
dŝƚůĞ͗Enterthetitleoftheproposal.Thisislimitedto200charactersforGrants.govproposals,
somesponsorsrequireshortertitles.Donotusespecialcharactersinthetitleor“smart
quotes.”
^ƚĂƌƚĂŶĚŶĚĂƚĞƐ͗Enterinthestartandenddatesfortheproposal.
WƌŽƉŽƐĂůdLJƉĞ͗ThisislistedontheRoutingFormas“Proposal/ApplicationType”initemϯ.
Choosethecorrecttypefromthedropdownbox.
o EĞǁ–Anapplicationissubmittedforfundingforthefirsttime.
o ZĞŶĞǁĂů(formerlycalledcompetingcontinuation)–Previousyearsoffundingforthe
projecthaveelapsed.Competingforadditionalfundingtocontinueproject
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
ŽŶƚŝŶƵĂƚŝŽŶ–AnonͲcompetingapplicationforadditionalfundingwithinthepreviously
approvedfundingperiod.
o ZĞǀŝƐŝŽŶ(formerlycalledsupplementforNIH)–Anapplicationthatproposesa
significantchangeinanexistingaward;changeinscopeofwork,etc
o ZĞƐƵďŵŝƐƐŝŽŶ(formerlycalledrevisionoramendedapplication)–Applicationpreviously
submittedandreviewedbysponsorbutnotfunded.UsedforSystemͲtoͲSystem
applicationsonly.
ŶƚŝĐŝƉĂƚĞĚǁĂƌĚdLJƉĞ͗Ifknown,selectfromdropdownmenu.NondisclosureAgreementand
MaterialTransferAgreementwilldeterminequestionnaireandroutingrules.
KƌŝŐŝŶĂůWƌŽƉŽƐĂů͗Iftheproposalisnotanewproposal,clickonthemagnifyingglassnextto
OriginalProposalandsearchfortheCoeusInstituteProposal.
ǁĂƌĚEƵŵďĞƌ͗Ifthisproposalisacompetitiverenewalorcontinuation,clickonthe
magnifyingglasstosearchfortheAwardnumber.Tosearchby<&^number,typethe<&^
number,minustheleading01,intotheaccountnumberfield.
ĐƚŝǀŝƚLJdLJƉĞ:Selecttheactivitytypefromthedropdownfield.
o ZĞƐĞĂƌĐŚ:projectdirectedtowardsincreasingknowledge
ƒ ĂƐŝĐZĞƐĞĂƌĐŚ:systematicstudydirectedtowardfullerknowledgeor
understandingofthefundamentalaspectsofphenomenaandofobservable
factswithoutspecificapplicationstowardsprocessesorproductsinmind
ƒ ƉƉůŝĞĚZĞƐĞĂƌĐŚ:researchassessingandusingsomepartofaccumulated
theories,knowledge,methods,andtechniquesforaspecificdrivenpurpose
ƒ ĞǀĞůŽƉŵĞŶƚZĞƐĞĂƌĐŚ:systematicapplicationofknowledgeorunderstanding,
directedtowardtheproductionofusefulmaterials,devices,andsystemsor
methodsincludingdesign,development,andimprovementofprototypeand
newprocessestomeetspecificrequirements
ƒ ůŝŶŝĐĂůdƌŝĂů:researchstudyingtheeffectivenessofaparticular
device/therapy/drugwithhumans
o dƌĂŝŶŝŶŐͬ/ŶƐƚƌƵĐƚŝŽŶ:projectswhichincorporatesteachingasitsmainobjective.
o &ĞůůŽǁƐŚŝƉ:projectswhichprovideastipendtofacultyorstudentsinsupportoftheir
undirectedresearchoradvancedstudy.
o /'W:IntergovernmentalPersonnelAssignmentsofpersonnelontemporaryassignment
tofederalagencies.
o ^ĞƌǀŝĐĞͬKƚŚĞƌ:projectswhichinvolvetheperformanceofworkotherthan
instruction/trainingandresearch.Examplesofsuchprojectsarehealthandcommunity
serviceprojects.
^ƉŽŶƐŽƌ:Clickonthemagnifyingglasstothefieldtosearchforthesponsor.Useacontains
statementtosearchforasponsorname.*partofsponsorname*Selectthecorrectsponsor
fromthelistandclickok.
o Onceyouselectthesponsor,itwillautomaticallyentertheCoeussponsorcodeinthe
boxandthenameofthesponsortotherightofthebox.
o Forsomesponsors,thereisaproposalͲonlysponsor.Selectthissponsorunlessaspecific
instituteoragencyisindicatedontheroutingform.
DARPA
DARPAͲProposalOnly
012334
DOE
DOEͲProposalOnly
012333
IARPA
IARPAͲProposalOnly
012337
NASA
NASAͲProposalOnly
012335
NIH
NIHͲProposalOnly
012336
o
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
Ifyoucan’tlocatethesponsor,searchforthedĞŵƉ^ƉŽŶƐŽƌintheSponsorCode
column(TempSponsor–ORAwillreview)orsearchforSponsornumberϬϭϭϰϬϲ.
EmailcoeusͲhelp@umd.eduwiththesponsorinformationanditwillbecreated.
WƌŝŵĞ^ƉŽŶƐŽƌ:IfthisisflowͲthrough,clickonthemagnifyingglasstofindthesponsor.
^ƉŽŶƐŽƌWƌŽƉŽƐĂůEƵŵďĞƌ:IfthisisaS2Ssubmission,enterinformationherethatwillfeedthe
FederalIdentifierfieldonthe424.
^ƵďĐŽŶƚƌĂĐƚ:Iftherearesubcontractsincludedintheproposal,checkthisbox.
&ƵŶĚŝŶŐKƉƉŽƌƚƵŶŝƚLJEƵŵďĞƌor&ŶƵŵďĞƌ:Complete1ofthese2fieldsforS2S
submissions.
WƌŽŐƌĂŵdŝƚůĞ͗OnceconnectedtoGrants.gov,thiswillbepopulatedwiththenameofthe
o
fundingprogram.
ŐĞŶĐLJWƌŽŐƌĂŵŽĚĞĂŶĚŐĞŶĐLJŝǀŽĚĞ͗CompleteforNSFS2Sonly
ŐĞŶĐLJZŽƵƚŝŶŐ/ĚĞŶƚŝĨŝĞƌ:CompleteiftheS2Sdirectionsrequireinformationinfield4aofthe
SF424R&Rform.
WƌĞǀŝŽƵƐ'ƌĂŶƚƐ.ŐŽǀdƌĂĐŬŝŶŐ/:UsedforChanged/CorrectedorResubmissionS2Sapplications
only.EnterintheGrants.govtrackingnumber
EŽƚĞ:Inordertosavetheproposalthatfollowingelementsmustbecompleted
ProposalTab:Title,StartDate,EndDate,ProposalType,Sponsorand
OtherTab:IDCRate,IDCRatetype,andIDCReason.
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
ĚĚ'ƌĂŶƚƐ͘ŐŽǀKƉƉŽƌƚƵŶŝƚLJ
CompletetheelementsrequiredtosavetheproposalandcompleteeithertheFunding
OpportunityNumberORtheCFDANumberfield.
ClickonĐƚŝŽŶх'ƌĂŶƚƐ͘ŐŽǀ
SelecttheOpportunityandclickK<
InstructionURLwillopentheinstructionsthesponsorhasuploadedtotheGrants.govsite.
ReviewtheGrants.govSubmissionDetails,andconfirmthecorrectopportunityhasbeen
selected.
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
Ifyoureceiveanerrormessagestatingthatmandatoryformsarenotavailable,refertothe
AttachedS2SFormstoolinstructionsattheendofSection2.
ůŝĐŬŽŶ&ŽƌŵƐdĂď
o ĚĚKƉƚŝŽŶĂů&ŽƌŵƐ͗MandatoryFormsareincluded.OptionalFormsmayneedto
beaddedbasedontheFundingOpportunityandthedetailsoftheapplication.Click
IncludetoaddthatformanditsnarrativeattachmentfieldstotheCoeusproposal.If
thereareoptionalformswitharemarkedasunavailable,refertotheAttachedS2S
formstoolinstructionsattheendofSection2.
o ^ĂǀĞĂŶĚůŽƐĞtheGrants.govSubmissionDetails.
TheGrants.govProgramtitle,FundingOpportunityNumber,CFDANumberandGrants.govlogowillbe
addedtotheProposalTab.
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
KƌŐĂŶŝnjĂƚŝŽŶdĂď
ProposalOrganizationandPerformingOrganizationwillbepreͲpopulatedwithUniversityof
Marylandinformation.Ifthereisnootherorganizationorperformancesitefortheproposal,no
actionisneeded.
ĚĚWĞƌĨŽƌŵĂŶĐĞ^ŝƚĞ:Thisisanothersitewheretheworkwilltakeplaceforaminimumof3
monthsoftheproject.
o ClickĚĚ,andselectWĞƌĨŽƌŵĂŶĐĞ^ŝƚĞfromthedropdown.
o Typeinthenameofthelocationinthetextbox.
o Clickon&ŝŶĚĚĚƌĞƐƐ.SearchintheRolodexforthelocation.Ifitisnotthere,you
willneedtocreateaRolodexentryforthelocation.
ĚĚKƚŚĞƌKƌŐĂŶŝnjĂƚŝŽŶ:Thisisusedtoaddasubcontractingorganization.
o ClickAdd,andselectOtherOrganizationfromdropdown.
o ClickFindtosearchforthenameoftheorganizationintheOrgtable.Searchforthe
nameoftheorganizationandclickFind.SelectthecorrectorganizationandclickOK
topopulatetheLocationnameandaddress.Organizationsarelistedbytheirlegal
name.
o ŽŶŐƌĞƐƐŝŽŶĂůŝƐƚƌŝĐƚ͗youmayneedtoaddtheCongressionalDistrictforthe
Organizationmanually.ClickAddDistrictandtypeintheCongressionalDistrictusing
the2letterstateabbreviationand3digitnumber(ex.MDͲ001)Districtscanbe
foundvia:http://www.govtrack.us/congress/members/
o IfthesubcontractingorganizationisnotincludedintheOrgtable,emailcoeusͲhelp
withtheorganization’sinformationsoitcanbecreated.YoucanselectOrg
00001047,TempOrgasaplaceholder.
S2SProposalsrequirethatOrganizationand
Siteaddresshavezip+4.
PerformanceSitescanbeupdated/created
throughtheRolodexmodule.
ContactcoeusͲhelptohaveOrganization
updated.
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
DĂŝůŝŶŐ/ŶĨŽdĂď
ĞĂĚůŝŶĞĂƚĞ͗enterinthedeadline.Ifnofirmdeadline,enter1/1/2099.
ĞĂĚůŝŶĞdLJƉĞ:selectpostmarkorreceipt
DĂŝůďLJ͗Ifelectronicsubmission,selectOSP;iftheDepartmentwillpickuptheproposal,click
Department.
EŽƚĞ͗ORAdoesnotmailproposalsorsendproposalsviacourier.Thedepartmentis
responsibleforpickinguptheproposalandmailingit.
dLJƉĞ͗SelectRegularorElectronic.
DĂŝůŝŶŐĚĚƌĞƐƐ:ClickonthemagnifyingglasstosearchtheRolodex.SearchintheOrganization
columntofindtheorganization.Selecttheentrywith“OfficeofSponsoredPrograms”in
addressline1.Iftherolodexentrydoesnotexist,youwillneedtocreateit.
DĂŝůĞƐĐƌŝƉƚŝŽŶ͗Ifthisisanelectronicsubmission,typethenameofthesysteminthemail
description:NSFFastLane,Grants.gov,NASANSPIRES,theurlforthesubmissionsystem,
etc.
Enterinthe
submission
system,method,
urlintheMail
Description.
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
/ŶǀĞƐƚŝŐĂƚŽƌdĂď
FornonͲsystemtosystemproposals:OnlylistUMDpersonnelwhowillbeassignedDRIF/Creditbased
onthisproposal.DonotlistanynonͲUMDpersonnel
Forsystemtosystemproposals:ListallpersonnelwhowillbelistedasPIorCoͲPI(CoͲ
Investigator/MultiͲPI)ontheproposalͲlistbothUMDpersonnelandNonͲUMDPersonnel
dŽƉtŝŶĚŽǁ
o ĚĚhDWĞƌƐŽŶŶĞů:clickaddtoaddaline,thenclick&ŝŶĚPersontosearchforUM
personnel.Searchby*lastname*andselectpersonrecordtoaddtotheproposal.
o ĚĚŶŽŶͲhDWĞƌƐŽŶŶĞů:ifinvestigatordoesnotyethavearecordinthePersontable,
createarolodexentryforthepersonthenclickon&ŝŶĚZŽůŽĚĞdžtoaddthatpersonto
theproposal.
o W/:Selectthe>ĞĂĚW/fortheproposal.Bydefaultthisisthefirstpersonaddedtothe
proposal,butcanbechanged.
o DƵůƚŝͲW/:OnlyappliestoNIHproposalsͲrefertoyourFOAifrequired.IfthisisaMultiͲPI
project,checktheboxforeachindividualwhoisaPI.Thelead/contactPIwillalsohave
PIchecked.
o IfproposalisbeingsubmittedtoanagencyoutsideofNIH,disregardthis
column
o &ĂĐƵůƚLJ:IfthepersonrecordindicatedthataUMpersonisfaculty,thiswill
automaticallybechecked.Noneedtoeditthiscolumn.
o ĨĨŽƌƚ:donotcompletethesecolumns.
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
ŽƚƚŽŵǁŝŶĚŽǁ
o Foreachpersonaddedtotheproposal,his/hertenurehomewillpopulateonthelower
partofthewindow.
o >ĞĂĚhŶŝƚ:SelectthePIfromthetoppartofthewindow.Theunitdisplayedinthe
bottomwindowisthePI’stenurehome.IfŽƚŚĞƌƵŶŝƚƐneedtobeaddedtothisproposal
(suchastheleadunitfortheparticularproposal),clickAddUnit,thenFindUnit.Search
fortheunitnumberornameandselecttheunit.PlaceachecknexttotheLeadUnitfor
thisproposal.
o ĚĚŽƚŚĞƌƵŶŝƚƐ:AddotherunitsforthePIasneeded.Thenrepeatthesameforothers
ontheproposal.RemembertoaddMPoweringtheStateunit(1420301)forallUMDand
UMBinvestigatorslistedifthisisaMTSproposal.
o IfanonͲUMDInvestigatorislisted,addtheLeadUnitoftheproposal
o ĞůĞƚĞhŶŝƚ:Ifaunitneedstobedeleted,selecttheunitandclickonDeleteUnit.
ĞƌƚŝĨLJ
Allinvestigatorsmuchbecertifiedforeveryproposal.SelecttheW/andclickonĞƌƚŝĨLJand
answereachquestion.Thisinformationhasbeenonthebackoftheroutingformabovethe
signaturesection.Ifawetsignatureisneededbyyourdepartment,theCertificationscanbe
printedfromCoeus.SelectĐƚŝŽŶхWƌŝŶƚĞƌƚŝĨŝĐĂƚŝŽŶƐ.
ƌĞĚŝƚ^Ɖůŝƚ
YouwillberequiredtoƐĂǀĞtheproposalbeforeopeningtheCreditSplitwindow.ZĞŵĞŵďĞƌ:
IDCinformationontheOthertabmustbecompletedbeforesavingtheproposal.
ThepersonsandunitsontheInvestigatortabpopulatetheCreditSplitwindow.Enterinthe
correctcreditsplitinformation.
o The/ŶǀĞƐƚŝŐĂƚŽƌdŽƚĂůandthehŶŝƚdŽƚĂůĞĂĐŚhavetoequalatotalofϭϬϬ.Seethe
examplebelow.PICoaleisgetting75%oftheprojectcreditandCoͲPIBroschisgetting
25%.PICoale’screditissplitbetweentheDean’sofficeandENST.AllofCoͲPIscreditis
goingtotheENSTͲChesapeakeBayprogram.
o
TheInvestigatorrows
mustaddupto100%
intheInvestigator
Totalatthebottom.
05/21/2015
Each
investigator’s
departments
mustaddup
to100%at
theUnit
total.
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
<ĞLJWĞƌƐŽŶƐƚĂď
FornonͲsystemtosystemproposals,thistabshouldnotbeusedunlesstheproposalisaMPoweringthe
Stateproposal.IfitisanMTSproposal,theUMBInvestigatornamewillbelistedherewiththeMTSUnit
ForsystemͲtoͲsystemproposals,enterinKeyPersonswhoseroleontheprojectisotherthanPIorcoͲPI.
ĚĚhDWĞƌƐŽŶŶĞů:clickaddtoaddaline,thenclick&ŝŶĚPersontosearchforUMpersonnel.
Searchby*lastname*andselectpersonrecordtoaddtotheproposal.
ĚĚŶŽŶͲhDWĞƌƐŽŶŶĞů:ifinvestigatordoesnotyethavearecordinthePersontable,createa
rolodexentryforthepersonthenclickon&ŝŶĚZŽůŽĚĞdžtoaddthatpersontotheproposal.
ZŽůĞ:Typeintheroleforeachperson.
ĨĨŽƌƚ:DonotcompletetheEffortcolumn.
hŶŝƚ:ForUMPersonnel,theUMunitsmaybeaddedtotheKeyPersontab.ForUMB/UMD
personnelonanS2SMPoweringtheStateproposal,addtheMPoweringunit,1420301.
^ƉĞĐŝĂůZĞǀŝĞǁdĂď
ĚĚ:ClickontheAddbuttonandselectSpecialReviewtypefromdropdownlist.
ƉƉƌŽǀĂů:Selectappropriateapprovalstatus.
WƌŽƚŽĐŽůEŽ:Ifyourprotocolhasbeenapproved,enterinthenumber.(Thiswillfeedto
Grants.govforS2Ssubmissions.)
ŽŵŵĞŶƚƐ:Ifthetitleoftheprotocoldiffersfromtheproposaltitle,entertheProtocoltitlein
theComments.
ZĞŵĞŵďĞƌ:IfthisproposalistoasponsororprimesponsorwhichfollowsthePHSguidelineson
FCOI,includeFCOIspecialreviewwiththeapprovalaspending.Allindividualsresponsiblefor
thedesign,conduct,orreportingoftheprojectmustcompletetheirFCOIdisclosureinIRBNet
beforetheproposalissubmitted.
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
^ĐŝĞŶĐĞŽĚĞdĂď
Thistabisnotusedatthistime.
KƚŚĞƌdĂď
ƵĚŐĞƚŽŶƚĂĐƚŵĂŝů͕EĂŵĞ͕WŚŽŶĞ͗Typeintheinformationfortheindividualtobecontactin
theeventthatORAhasaquestionabouttheproposal’sbudget.
ƌĞĂƚĞĚLJͬĂƚĞ͗leaveblank
/ZĂƚĞ:EntertheIDCrate.Thisisanumberonlyfield,no%signisneeded.
/ZĂƚĞdLJƉĞ͗ClickonthemagnifyingglassnexttoIDCRateType,selectthetype.
/ZĞĂƐŽŶ:ClickonthemagnifyingglassnexttoIDCReason,basedontheActivityTypeand
base,selectthereason.
E^W/Z^h^ZED:ThisisonlyrequiredforthePIonNASAproposalsthatwillbesubmitted
S2S.
WŝĐŬƵƉĐŽŶƚĂĐƚƉŚŽŶĞͬŶĂŵĞ:Completethisinformationiftheproposalwillbepickedupfrom
ORAforthedepartmenttomailtosponsor.
^ƉŽŶƐŽƌŽŶƚĂĐƚEĂŵĞͬŵĂŝůͬWŚŽŶĞͬhZ>:Completethesponsorcontactinformation.
^ƵďͲhŶŝƚ͗UsedbyCooperativeInstituteforClimateStudies(CICS)only.
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
WƌŽƉŽƐĂůWĞƌƐŽŶƐ
AllpersonslistedontheInvestigatorandKeyPersonstabwillbelistedinProposalPersonswindow.This
iswherecontactinformation,rolename,andbiosketchand/orcurrentandpendinginformationcanbe
addedormodified.ClickontheProposalPersonsiconorgotoĚŝƚхWƌŽƉŽƐĂůWĞƌƐŽŶŶĞů.
ŽŶƚĂĐƚŝŶĨŽƌŵĂƚŝŽŶ:Doubleclickaperson’snametoaccessthepersondetails.Edit
informationasneeded.
o KƌŐĂŶŝnjĂƚŝŽŶ:Makenecessaryeditstoemailaddress,officelocation.
o ŽŶƚĂĐƚŝŶĨŽ:Makenecessaryeditstoaddressand
o Note:ForS2Ssubmissions,onlyaddresslines1and2canbeused,becertaintoaddthe
njŝƉнϰforeachpersonthroughtheirContactInfotab.ForNIHS2Ssubmissions,PI’seRA
CommonsusernamemustbeenteredonŽŶƚĂĐƚ/ŶĨŽƚĂď.
o KƚŚĞƌ:Citizenshipinformationcanbeaddedifnecessary.
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
ĚĚƉĞƌƐŽŶŶĞůĂƚƚĂĐŚŵĞŶƚ:Withtheinvestigator’snamehighlighted,clickonĚŝƚхEĞǁ
DŽĚƵůĞortheNewModuleiconto
addalineforattachments.
o
o
o
o
ĞƐĐƌŝƉƚŝŽŶ:addadescription.Thismaynotcontainspacesorspecial
charactersandeachdescriptionmustbeunique.
ŽĐƵŵĞŶƚdLJƉĞ:selectdocumenttypefromdropdown.
o ClickonĞĚŝƚхhƉůŽĂĚƚƚĂĐŚŵĞŶƚ,orclicktheattachmenticonto
findthedocument.Documentfilenamesmustnotcontactspacesor
specialcharactersandeachmustbeunique.
o EŽƚĞ:ForS2Ssubmissions,followtheagencyguidelinesforallowed
attachmentsandfiletypes.
RepeatforeachProposalPerson.
^ĂǀĞandthenclosethiswindowtoreturntotheproposal.
EĂƌƌĂƚŝǀĞƚƚĂĐŚŵĞŶƚƐ
Thisiswheremostattachmentsfortheproposalarehoused.Anaggregatorcanuploadattachmentsand
routewithincompleteattachments.TheAbstract,budgetjustification,departmentalbudget,and
subawardattachmentsmustbecompletebeforerouting.Incompletedocumentscanbeswappedoutin
theroutingprocess.However,newmodulelinescannotbeadded,norcanthenarrativetypeortitlebe
changedintheroutingprocess.
Ifthisisasystemtosystemproposal,besuretoselecttheGrants.govopportunityandallnecessary
optionalformsbeforeaddingnarratives.Differentnarrativetypeswillbeaddedtoselectionbasedon
theopportunityandformsselected.RefertoNarrativeType/Grants.govAttachmentcrosswalkonCoeus
website.
OpentheNarrativesModuleviatheŝĐŽŶorĚŝƚхEĂƌƌĂƚŝǀĞ.
ĚĚDŽĚƵůĞ:clickontheŝĐŽŶ,orĚŝƚхĚĚ.
o
o
o
o
o
o
05/21/2015
EĂƌƌĂƚŝǀĞdLJƉĞ͗selectfromdropdownmenu.OnlyoneNarrativeType:Narrativemay
beselectedperproposal.
DŽĚƵůĞTitle:enterindescriptivetitleofattachment,donotusespacesorspecial
characters.
hƉůŽĂĚ:Clickuploadtofindthefiletoattach.
sŝĞǁ:Clickviewtoviewyouruploadeddocument.
hƐĞƌZŝŐŚƚƐ:AllindividualswiththeNarrativeWriterroleontheproposalhaveModify
accesstoallattachments,bydefault.Ifnecessary,thiscanbechangedforaparticular
document.
^ƚĂƚƵƐ:Ifyourdocumentiscomplete,changethestatustocomplete.Itisoktoroute
incompletenarrativeattachments,buttheywillneedtobereplacedandthestatus
changedbeforesubmission.
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
EnteratleasttwoextramodulesasaEĂƌƌĂƚŝǀĞdLJƉĞ͗hDWůĂĐĞŚŽůĚĞƌandattachaplaceholder
document.Thedocumentmusthavetextinit.
EŽƚĞŽŶEĂƌƌĂƚŝǀĞdLJƉĞƐ:NarrativeTypeswhosenamestartswithUMͲwillnotbetransmitted
toGrants.gov.
EŽƚĞŽŶĨŝůĞƚLJƉĞƐ:Coeusallowsforavarietyoffilestobeattachedinthenarrativemodule.
ZĞĨĞƌƚŽƚŚĞĨƵŶĚŝŶŐŽƉƉŽƌƚƵŶŝƚLJforacceptableattachmenttypesforthesponsor.Grants.gov
applicationstypicallyrequirePDFattachments.
SystemtoSystemconsiderations:
NarrativeTypes
ModuleTitle
Filenames
Narrative
UseUMͲORAPlaceholder
UseUMInstitutionalDocs:
Otherrequiredattachments:
05/21/2015
BasedontheGrants.govapplication’sformsandrequired
attachments,narrativetypeswillbeaddedtothelistof
availableattachments.Pleaseaddallnecessaryoptional
formstotheGrants.govformspagebeforeattaching
narratives
EŽƐƉĂĐĞƐŽƌƐƉĞĐŝĂůĐŚĂƌĂĐƚĞƌƐintheModuletitlesthat
willbetransmittedtogrants.gov(upper/lowercase
letters,numbers,underscoreONLY)
EŽƐƉĂĐĞƐŽƌƐƉĞĐŝĂůĐŚĂƌĂĐƚĞƌƐinthefilenamesthatwill
betransmittedtogrants.gov(upper/lowercaseletters,
numbers,underscoreONLY)
RefertoFOAforacceptablefiletypes,PDFpreferred.
Allfilesmusthaveauniquefilename
ProposalNarrative;Draftnarrativeifdraft–ORAcannot
submitproposaluntilfinalProposalNarrativeisattached
ORAdocuments;uploadablankdocumentwhichORAwill
replaceasneeded
F&AWaiver
CostShareApproval
ExportControl
Equipment
Facilities
CurrentandPendingsupport;Biosketches;andR&R
Subbudgetareattachedelsewherefortransmissionto
Grants.gov.Ifyouattachthemhere,useUMͲtypesof
narratives.ThisattachmentswillNOTbesentto
Grants.gov.
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
ƵĚŐĞƚDŽĚƵůĞ
ForSystemtoSystemsubmissions,refertoS2Sbudgetcreationinformation.
FornonS2Sproposals,adetailedbudgetfilemustbeattachedinthenarrativemoduleandonlybasic
informationmustbeenteredintheBudgetmoduleSummarytab.
OpentheBudgetmodulebyclickingontheŝĐŽŶorEdit>Budget
ClickNew.
IftherenonͲUMProposalpersonsorUMpersonswithmultipleappointments,select
appropriateappointmenttypeandclickOK.
05/21/2015
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedFeb2014
ĚũƵƐƚWĞƌŝŽĚŽƵŶĚĂƌŝĞƐ͗Coeusdefaultsto12monthbudgetperiodsbasedonStart
andEndDatesontheProposaltab.Iftheseneedtobeadjusted,clickonBudget
Periods>AdjustPeriodBoundaries.Inthescreenthatpopsup,perioddatesmaybe
adjusted,periodsadded,orperiodsdeleted.
K,ZĂƚĞdLJƉĞ:Selecttheoverheadratetype.IfonͲcampus,selectMTDCͲAdjacentor
MTDCͲRemote.
hZZĂƚĞdLJƉĞ:SelectthesameratetypeenteredforOHRateType.
KŶͬKĨĨĂŵƉƵƐ:Selectonoroffcampus.
ŝƌĞĐƚͬ/ŶĚŝƌĞĐƚͬŽƐƚ^ŚĂƌŝŶŐ:entercostsforeachbudgetperiod,Coeuswilltotalthis.
ŽŵŵĞŶƚƐ:EnterCostSharebreakdowndescriptionforeachdepartment/college
responsibleforCostShareandamountforeach.
^ĂǀĞƚŚĞďƵĚŐĞƚ.
ŽƐƚ^ŚĂƌŝŶŐŝƐƚƌŝďƵƚŝŽŶ:Ifthereiscostshareonthisproposal,openEdit>CostSharing
distribution.ForeachFY,enterintheamountofcostshare,indollars,andintheSource
Accountcolumnenterinthelast6digitsofthedepartmentresponsibleforthecost
share.Addextralinesasneeded.Ifexternalsourceofcostshare,enter“extern.”
Department/UnitcodescanbefoundbyclickingtheUnitHierarchyicon.This
informationisusedtodeterminethecorrectRoutingMaps.
&ŝŶĂů͗Markthebudgetfinal.
ƵĚŐĞƚ^ƚĂƚƵƐ͗Changethebudgetstatustocomplete.Closethebudgetwindowto
returntotheproposal.
215
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
Yes/NoQuestions
Yes/NoQuestionsarenolongerusedinCoeus.
Questionnaire
Thereareafewquestionnaires.EithertheORARoutingFormQuestionnaireortheMTA
RoutingFormQuestionnairemustbeansweredforallproposals.IfsubmittingaS2Sproposal,
theGrants.govQuestionnairemustbecompleted.ForS2SPHSFellowship,PHSTraining
programorNSF,answertheadditionalquestionnaires.
Edit>Questionnaire.
SelectORARoutingFormQuestionnaire.
AnswereveryquestionandselectSaveandProceedoneachscreen.
Whencompleted,agreencheckwillbepresentnexttothequestionnaire.
Closethiswindow.
Toedityourquestionnaire:
x Clickthe”GoBack”buttonuntilyouhavereachedthequestionyouwanttoedit/update.
x Toupdate/changeanansweronacompletedform,selecttheformfromtheQuestionnaire
columnsoitishighlightedinblue.FromthemenuselectEdit>ModifyorclicktheEdit
x
button
.ThequestionnairewillreͲopenviaeditmodewhereyoucanupdate
answer(s).
Toremoveaquestionnairecompletely,selecttheformyouwanttoremovefromthe
Questionnairecolumn.
o Fromthemenu,selectEdit>ModifyorclicktheEditbutton.Thequestionnairewill
openineditmode.
o Fromthemenu,selectEdit>StartOverorclicktheStartOverQuestionnairebutton
o
.
ApopͲupmessagewilldisplaystatingthisactionwilldeleteallanswers.Click“yes”
Theanswerswillberemovedfromthisquestionnaire
***Note:TheGreencheckmarkwillstilldisplayafteryouclick“yes”.Ifyouclickonceonanyother
questionnaireinthelist,thegreencheckmarkwillgoaway.
05/21/2015
Ϯϰ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
Validatetheproposal
Action>ValidationChecks
Thiswillgeneratealistoferrorsorwarningsassociatedwiththisproposal.Thisislimitedtothe
rulesthathavebeencreatedinCoeusandwillnotcheckallpossibleissueswiththeproposal.
Theseissuesmustbeaddressedbeforeroutingtheproposal
Ifsystemtosystemproposal,clickonAction>Grants.gov.
o Clickonvalidate.ThiswillcheckallinformationrequiredintheGrants.govapplicationis
presentinCoeus.Itdoesnotcheckthequalityoftheinformationincluded.
o ClickontheFormstab.Clickonthefirstform,andthenholdtheCtrlkeyandclickon
otherincludedforms.ShiftͲclickwillselectallformsintherange.
o ClickPrint.Thiswillgeneratethegrants.govapplication,includingallattachments.
o Reviewthisapplicationandverifythatallinformationiscompletedasanticipatedand
allattachmentsarepresentasanticipated.
05/21/2015
Ϯϱ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
SubmitProposal
ClickontheSubmitIcon,orselectAction>SubmitforApproval.
Validationwilltakeplaceagainandwillwarnyouifanythingisincomplete.
Theresultingwindowwillshowyoutheroutingprocessandallindividualswhomayapproveat
eachstop.
ProposalRouting–whereismyproposalrightnow?
Tocheckwhichapprovalstopyourproposaliscurrentlyresidingin,openyourproposalindisplaymode.
Fromthemenu,clickAction>ApprovalRejection.
05/21/2015
2ϲ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
TheProposalRoutingwindowwillopen:
Thehighlightedleveliswheretheproposaliscurrentlywaitingforapproval.Alllevelsbelowthe
highlightedlevelhavebeenbypassedorapproved(indicatedbytheapprovalsymbol
05/21/2015
):
2ϳ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
Highlightedleveliswhere
proposaliscurrently
waitingforapproval.
Levelsbelow
highlightedlevelhave
alreadybeen
Allpeoplelistedinthehighlightedunithavetheauthoritytoapprovetheproposal.Proposalsare
approvedonafirstcome,firstservebasis:
PrimaryApprover
AlternateApprovers
Thefirstpersonlistedineachapprovalstopisthe“PrimaryApprover”indicatedbythe
symbol.
Alternateapproversarelistedunderneathoftheprimaryapproverindicatedbythe symbol.
Onceonepersonapprovestheproposalintheirdesignatedspot,theproposalmovesontothenext
stopawaitingapproval(thelinewillbehighlightedinblueasnotedabove).
Emailnotificationsaresentforeachapprovalstop.Theemailindicatesbasicinformationaboutthe
proposal(PI’sname,LeadUnit,ProposalNumber,Sponsor,DeadlineDate,Title)andindicatesifthe
proposalhasbeenapproved,bypassed,rejected,edited,orsubmitted.Emailswillbesentfrom“Coeus
AutomaticNotificationUMCoeus_noreply@umd.edu.
05/21/2015
2ϴ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
SampleEmail:
RevisingtheProposalduringtheRoutingProcess
Narrativeattachments
ThosewiththeAggregator,ModifyNarrative,and/orModifyAllDevProposalrolescan
swapoutnarrativesduringrouting.
Searchfortheproposalanddoubleclickonit.
ClickontheNarrativemodule.
Selectthenarrativethatneedstobeupdated.
ClickontheEditbuttonanduploadthenewdocument.
ChangetheStatustoComplete.
Dataelements
Therearealimitednumberofdatafieldsthatcanbeupdatedduringrouting.
Searchfortheproposalanddoubleclickonit.
SelectEdit>DataOverride
SelecttheelementthatneedstobechangedandclickChange.
TypethecorrectedinformationintotheNewValuecolumn.
ClickOK.
05/21/2015
2ϵ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
Ifthereareotherchangesthatneedtobemadetotheproposal,youwillhavetorequestthat
thecurrentreviewerrejecttheproposal.Theaggregatorcanthengoinedittheproposal.
Recallingaproposal
IfanAggregatorsubmittedaproposalforroutingandrealizedtheyneedtomakeachangeto
theproposal(somethingotherthananarrativeswapordataoverride),theycanrecalltheir
proposal.Ifaproposalisrecalled,aggregatorshavetheabilitytoopentheirproposalin“Edit”
modetomakechanges.Oncetheaggregatorhassavedthechanges,theproposalwillneedto
besubmittedforroutingalloveragain–startingatthefirstapprovallevel.
Torecallaproposal,searchforyourproposal,openin“view”mode,andfromthemenubar,
selectAction>Approval/Rejection:
05/21/2015
ϯϬ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
TheProposalRoutingwindowwillappear:
Ontherightsideofthescreen,clickthe“Recall”button.
05/21/2015
ϯϭ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
TheProposalRecallscreenwillopen:
EnteryourreasonforrecallingtheproposalintheCommentssectionofthescreenandclickthe“Recall”
button.
*Note:Whenaproposalisrecalled,anemailnotificationisgeneratedwhichincludesthe
commentprovidedintheProposalRecallscreen.
AnotherCoeuspopͲupmessagewillappearaskingifyouaresureyouwanttorecalltheproposal:
Clickthe“OK”button.
05/21/2015
ϯϮ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
AnotherpopͲupmessagewillappearindicatingtheactionwascompletedsuccessfully:
Clickthe“OK”button.
YouwillbebroughtbacktotheDevelopmentProposalListscreen.Yourproposalwillnowbeina
“Recalled”status,indicatingthatitcannowbeopenedvia“Edit”modetomakethechanges:
Aggregatorscanclickthe
“Edit”buttontomake
changestotheirproposal
RecalledStatusindicatesthe
aggregatorscanopenthe
proposalin“edit”modeto
maketheirchangesas
necessary.
Makesuretosaveyourchangesafterupdatingyourproposal.Onceyouhavesavedyourchanges,
submityourproposalforroutingagainbygoingtoAction>SubmitforApproval.
05/21/2015
ϯϯ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
Avalidationcheckwillautomaticallyoccur,click“OK”:
Afterclicking“OK”,theproposalwillbereͲsubmittedforroutingagain(startingatthebeginning
approvalstop).YouwillreceiveapopͲupnotificationthattheproposalwassuccessfullysubmittedfor
routing,click“OK”:
05/21/2015
ϯϰ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
Theroutingscreenwillappearonceagainwiththefirstapprovallevelhighlighted–indicatingthatthe
proposalwillneedtobeapprovedatalllevelsonceagain:
05/21/2015
ϯϱ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
CoeusUserAttachedS2SFormsTool
TheCoeusUserAttachedS2SFormsToolenablesuserstouploadformspreviouslyunavailableinthe
CoeusProposalDevelopmentmodule.NowindividualAdobeforms(akaUnstitched)canbe
downloadedfromGrants.govoroptionalformsembedded(akaStitched)intoAdobepackagescanbe
used.ThissolutionmeansthatthedataisnotenteredintoCoeusfieldsandmappedontotheforms;but
ratherthesefilleduploadedformsaretreatedmorelikenarrativefiles.
Thistoolmaybeusedspecificallyinthosesituationswhere:
x Optionalformsshowas“NotAvailable”fromtheGrants.govwindowFormstab.
x
AfterselectinganopportunityviaAction>Grants.govyoureceiveanerrormessagethatstates
mandatoryformsarenotavailableanddirectsyoutousetheUserAttachedS2SFormsTool.
05/21/2015
3ϲ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
WheredoIfindtheforms?
UnstitchedformsareprovidedbyGrants.gov.TheycanberetrievedattheGrants.govAT07webpage:
http://at07web.grants.gov/web/grants/forms.html
Formswithanasterisk(*)inthePDFcolumnareunstitchedandavailableforusewiththeuploadtool.
NOTE:thecommentatthetopofthetable–thattheformsare“notsubmittable”–meansthattheyare
notintendedtobesubmittedindividuallytoGrants.gov.Thesehavebeen“unstitched”tobeincludedin
ourS2Ssubmissionsaspartofafullsubmission.DONOTusethePDFsthatdonothaveanasterisk(*)
nexttothem.Theseformsarenotinteractiveandcannotbeusedtoenterdata.
05/21/2015
3ϳ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
WhataboutthepostedAdobeOpportunities?CanIusethose?
Yes,butyoucanonlyusetheOptionalformsinanAdobepackage.Iftheformyourequireislistedin
theMandatorysection,youwillneedtoretrieveitasanunstitchedform–Mandatoryformsarenot
processedintheuploadtranslation.
HowdoIfillouttheform?
UnstitchedFormsformtheGrants.govFormsPage
Unstitchedformsdonothaveavalidationtoolembeddedsoyouwillnotbealertedifyoumissed
populatinganymandatorydataontheform.Ifyouareusinganunstitchedform,youmaywishtoalso
downloadyoursubmission’sGrants.govopportunitytouseasareference.Ifyouuploadanincomplete
unstitchedformtotheCoeustool,itwillnottranslate,whichmeansitdidnotvalidateandcannotbe
includedintheGrants.govsubmissionuntilitvalidates.Youwillreceivethegrants.govformschema–
levelerrormessage.(Theerrormessagemaynotprovidespecificfaults,butwillconfirmthattheformis
incompleteanddoesnotmeetthevalidationrequirement.)
Youmayseeamessagesimilartotheonebelowifyouattemptedtouploadandtranslateanincomplete
unstitchedform.Youwillneedtoupdatetheformandrepeattheupload.
05/21/2015
3ϴ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
OptionalStitchedFormsfromanAdobePackage
IfyouareusinganOptionalforminanAdobePackage,clickintheboxbesidetheformnametoselectit
forinclusion.Youmaythenclickontheformnametonavigatedirectlytoit,orscrolldownuntilyouget
totheform.FollowsponsorͲspecificinstructionsforyoursubmissiontocompletethedata
requirements.TheminimumformͲleveldatarequirementscanbeverifiedbyusingthe“CheckPackage
forErrors”buttononthecoverpage.Iyoureceivethe“Complete”mark,theformhasmetthe
minimumvalidation.(Thismaynotmeetthesponsor’srequirementͲalwaysreferencethefunding
opportunityannouncement).YoumustprovideatleasttheminimumrequirementfortheCoeustooto
successfullytranslatetheform.
Forexample,ifyouwantedtouseanAdobePackagetoaddthe“PlannedEnrollmentReport”andthe
“PHS398CumulativeInclusionEnrollmentReport”youcansimplychecktheoptionalformsandthenfill
outthoseforms.Youdonotneedtofilloutalloftheothermandatoryforms.Inthisexamplebelow,
aftertheformswerefilledoutandcheckedforerrorstheydisplayan“Error”forallothermandatory
formsbecausetheywerenotfilledout.Fortheformstool,thisisOKandwillnotimpactimportingthe
optionalforms.
MandatoryformscannotbeuploadedusingtheformstoolinanAdobePackage.Iftheformis
mandatory,youwillneedtousetheunstitchedform.
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3ϵ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
WhenshouldIconnecttotheGrants.govOpportunity?
x
x
x
AswithanyS2Sproposal,iftheallthemandatoryformsareavailable,youcanconnectto
Grants.govviaAction>Grant.govatanytimebutwetypicallyadviseselectingtheopportunityin
theearlystagesofdevelopmentwhencreatingtheproposal.
IftheformsyouwillbeuploadingusingtheUserAttachedS2SFormstoolareOptional,youcan
connecttotheopportunityeitherbeforeorafter.
o Ifyouconnectbeforeuploadingtheformswiththetool,theGrants.govFormssectionwill
showthoseoptionalformsas“unavailable”.
o IfyouconnecttotheGrants.govopportunityafteruploadingtheformswiththetool,when
youconnecttotheopportunity,theGrants.govFormswilldisplayas“available”andallow
youclicktheboxtoincludetheminthesubmission.
IftherearemandatoryformsintheopportunitythatarenotavailableinCoeus,youwillneedto
uploadthoseunstitchedformsfirstandthenconnecttoGrants.gov.Youwillbealertedonwhich
formsaremissingviaanerrorthatincludesthenamesofunavailableforms.
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ϰϬ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
UsingtheUserAttachedS2SFormTool
IfyouconnecttotheGrants.govopportunityPRIORtouploadingtheforms,theoptionalformswillshow
as“Unavailable”intheGrants.gov>Formstab.IfyouconnecttotheGrants.govopportunityAFTER
uploadingtheseforms,theformswillshow“Available”andtheusercanclicktoincludetheminthe
submission.
1. ClickEdit>UserAttachedS2SForms…toopenthewindow.
2. ClickAddtogeneratealineinthewindow,andthenclickintheDescriptionfieldandentersome
informationaboutthisupload.Ex.Enterthenameofthetargetform,like“Planned_Report”ifyou
areuploadingasingleunstitchedform.
NOTE:AvoidusingspacesorspecialcharactersintheDescription.
3. ClickUploadtoopenasearchtoolwindow;locateyourunstitchedformorAdobeopportunity
withthetargetformcompleted.Whenyoucompletethesearch,theFileNamefieldwilldisplay
thelocationpathofyourupload,thePDFfieldwilldisplayagreencheckmark,andtheXMLfield
willdisplayared“X”.
NOTE:AvoidusingspacesorspecialcharactersintheFileName.
4. ClicktheTranslatebutton.Ifthetargetform(s)arecomplete,theXMLboxwillupdatewitha
greencheckmark,andthefilenamewillupdatefromthelocationtothefilename.NOTE:You
MUSTenteradescriptionfirstbeforeuploadingandattemptingtotranslatetheform.Ifyou
donotenteradescriptionfirstyoumayreceiveanerrormessagestatingtheformcannotbe
foundandwillneedtoreͲuploadandtranslatetheformtoresolvetheerror.
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ϰϭ
CoeusProposalCreation
PropDevDepartmentInstructions
RevisedJuly2014
5. Toremoveanupload,clickontherowtoselectitandthenclickthedeletebutton.
NOTE:AfterdeletingformsfromtheformstoolyoumaynoticethattheGrants.govFormstab
stillshowstheformslistedas“Available”eventhoughtheyarenot.
6. Toaddanotherform,clicktheaddbuttonandrepeatthestepsnotedabove.
7. Toviewaform,clickontherowtoselectitandtheclicktheviewformbutton.
8. BackontheProposalTab,entertheFundingOpportunityNumberandselectAction>
Grants.govtoconnecttheproposaltotheGrants.govopportunity.Theuploadedformswill
showas“Available”intheformssection.
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ϰϮ
Section3
RoutingFormCross
walk
05/21/2015
05/21/2015
dŽƉŽdž͗
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ƌĂĨƚ͗EĂƌƌĂƚŝǀĞͲŝĨϭŝŶĐŽŵƉůĞƚĞŶĂƌƌĂƚŝǀĞ͕LJĞƐ͘
WƌĞͲƉƌŽƉŽƐĂů͗YƵĞƐƚŝŽŶŶĂŝƌĞηϭ
DWŽǁĞƌŝŶŐƚŚĞ^ƚĂƚĞ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϮ
ϭ͘ dŝƚůĞ͗WƌŽƉŽƐĂůdĂď͖ƚŝƚůĞ
Ϯ͘ ^ƚĂƌƚͬŶĚĂƚĞ͗WƌŽƉŽƐĂůƚĂď͖ƐƚĂƌƚͬĞŶĚĚĂƚĞ
ϯ͘ WƌŽƉŽƐĂůͬĐƚŝǀŝƚLJdLJƉĞ͗WƌŽƉŽƐĂůƚĂď͖ƉƌŽƉŽƐĂůƚLJƉĞ
ϯ͘ ZĞůĂƚĞĚ<&^͗ƌĞůĂƚĞĚǁĂƌĚŶƵŵďĞƌ
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ϱ͘ ^ƉŽŶƐŽƌ͗WƌŽƉŽƐĂůƚĂď͖ƐƉŽŶƐŽƌŶĂŵĞ
ϱĂ͘ŽŶƚĂĐƚĚĚƌĞƐƐ͗DĂŝůŝŶŐŝŶĨŽƚĂď͖ĂĚĚƌĞƐƐ
EĂŵĞͬWŚŽŶĞͬŵĂŝůͬhZ>͗KƚŚĞƌƐƚĂď
ϱď͘WƌŝŵĞ^ƉŽŶƐŽƌ͗WƌŽƉŽƐĂůƚĂď͖WƌŝŵĞƐƉŽŶƐŽƌ
ϱĐ͘&͗WƌŽƉŽƐĂůƚĂď͖&ŶƵŵďĞƌ
05/21/2015
ϲ͘ ĞĂĚůŝŶĞ͗DĂŝůŝŶŐ/ŶĨŽƚĂď͖ĚĞĂĚůŝŶĞ
WŽƐƚŵĂƌŬͬZĞĐĞŝƉƚ͗DĂŝůŝŶŐŝŶĨŽƚĂď͖ĚĞĂĚůŝŶĞƚLJƉĞ
ϳ͘ ^ƵďŵŝƐƐŝŽŶŝŶƐƚƌƵĐƚŝŽŶƐ͗DĂŝůŝŶŐŝŶĨŽ͖ƚLJƉĞ
^LJƐƚĞŵ͗DĂŝůŝŶŐŝŶĨŽ͖DĂŝůĞƐĐƌŝƉƚŝŽŶ
ĞƉƚWŝĐŬhƉ͗DĂŝůŝŶŐŝŶĨŽ͖DĂŝůĞƐĐƌŝƉƚŝŽŶĂŶĚKƚŚĞƌƐdĂď͖ƉŝĐŬƵƉŶĂŵĞĂŶĚĐŽŶƚĂĐƚ
ϴĂ͘ĞƉƚ͘ĐŽŶƚĂĐƚ͗KƚŚĞƌƐdĂď͖ƵĚŐĞƚŽŶƚĂĐƚŶĂŵĞĂŶĚĚĞƚĂŝůƐ
ϴď͘W/ŶĂŵĞ͗/ŶǀĞƐƚŝŐĂƚŽƌdĂď͖W/ŶĂŵĞ͖ĐŽŶƚĂĐƚĚĞƚĂŝůƐĨƌŽŵWĞƌƐŽŶdĂďůĞ
ϴĐ͘ĚŵŝŶĞƉƚ͗/ŶǀĞƐƚŝŐĂƚŽƌdĂď͖W/͛Ɛ>ĞĂĚhŶŝƚ
ϵ͘ W/͗/ŶǀĞƐƚŝŐĂƚŽƌdĂď͖W/ĐŚĞĐŬďŽdžĚĞƐŝŐŶĂƚĞƐW/͕
ŽůůĞŐĞ͗/ŶǀĞƐƚŝŐĂƚŽƌdĂď͖hŶŝƚEĂŵĞ
ƌĞĚŝƚ͗/ŶǀĞƐƚŝŐĂƚŽƌdĂď͖ƌĞĚŝƚ^Ɖůŝƚ
WƌŽƉŽƐĂůĞǀĞůŽƉŵĞŶƚŶƵŵďĞƌ͗WƌŽƉŽƐĂůĞǀĞůŽƉŵĞŶƚ͖EƵŵďĞƌ
05/21/2015
ϭϬ͘ ƵĚŐĞƚ/ŶŝƚŝĂůWĞƌŝŽĚĂƚĞƐ͗ƵĚŐĞƚDŽĚƵůĞ͖WĞƌŝŽĚϭ^ƚĂƌƚͬŶĚĚĂƚĞƐ
dŽƚĂůWĞƌŝŽĚĂƚĞƐ͗ƵĚŐĞƚDŽĚƵůĞ͖^ƵŵŵĂƌLJ^ƚĂƌƚͬŶĚĚĂƚĞƐ
dŽƚĂůŝƌĞĐƚŽƐƚ;ŝŶŝƚŝĂůͿ͗ƵĚŐĞƚDŽĚƵůĞ͖WĞƌŝŽĚϭŝƌĞĐƚŽƐƚƐ
dŽƚĂůŝƌĞĐƚŽƐƚ;ƚŽƚĂůͿ͗ƵĚŐĞƚDŽĚƵůĞ͖^ƵŵŵĂƌLJŝƌĞĐƚŽƐƚƐ
dŽƚĂů/ŶĚŝƌĞĐƚ;ŝŶŝƚŝĂůͿ͗ƵĚŐĞƚDŽĚƵůĞ͖WĞƌŝŽĚϭ/ŶĚŝƌĞĐƚŽƐƚƐ
dŽƚĂů/ŶĚŝƌĞĐƚ;ƚŽƚĂůͿ͗ƵĚŐĞƚDŽĚƵůĞ͖^ƵŵŵĂƌLJŝƌĞĐƚŽƐƚƐ
dŽƚĂůŽƐƚ;ŝŶŝƚŝĂůͿ͗ƵĚŐĞƚDŽĚƵůĞ͖WĞƌŝŽĚϭdŽƚĂůŽƐƚƐ
dŽƚĂůŽƐƚ;ƚŽƚĂůͿ͗ƵĚŐĞƚDŽĚƵůĞ͖^ƵŵŵĂƌLJdŽƚĂůŽƐƚƐ
ϭϭĂ͘&ΘƌĂƚĞ͗KƚŚĞƌƚĂď͖/ZĂƚĞ
ϭϭď͘KƚŚĞƌƚŚĂŶŽŶͲĐĂŵƉƵƐƌĂƚĞ͗KƚŚĞƌƚĂď͖/ZĂƚĞdLJƉĞ͕ƌĞĂƐŽŶ
ϭϭĐ͘KĨĨĐĂŵƉƵƐůŽĐĂƚŝŽŶ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϰ͕ĨŽůůŽǁƵƉƋƵĞƐƚŝŽŶ
ϭϮ͘ ŽƐƚƐŚĂƌŝŶŐ͗ƵĚŐĞƚŵŽĚƵůĞ͖^ƵŵŵĂƌLJ͖ŽƐƚƐŚĂƌŝŶŐ͕ŝĨƉƌĞƐĞŶƚƐĞůĞĐƚLJĞƐ͕ĞŶƚĞƌĂŵŽƵŶƚƐ
ϭϯ͘ ^ƵďĂǁĂƌĚƐ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϯ͕ĂŶĚĞdžƚĞŶĚĞĚƌĞƐƉŽŶƐĞŝĨŶĞĐĞƐƐĂƌLJ
05/21/2015
ϭϰ͘ ĚĚŝƚŝŽŶĂůZĞƐŽƵƌĐĞƐ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϱ͕ĂŶĚĨŽůůŽǁƵƉƋƵĞƐƚŝŽŶ͘
ϭϱ͘ ĚŵŝŶŝƐƚƌĂƚŝǀĞ^ƵƉƉŽƌƚ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϲ
ϭϲ͘ dƵŝƚŝŽŶŽƌ&ĞĞtĂŝǀĞƌ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϳ
ϭϳ͘ ŽƵƌƐĞĨŽƌƌĞĚŝƚ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϴ͕ĂŶĚĨŽůůŽǁƋƵĞƐƚŝŽŶƐ͘
ϭϴĂ͘džƉŽƌƚŽŶƚƌŽů͗YƵĞƐƚŝŽŶŶĂŝƌĞηϵ
ϭϴď͘&ĂďƌŝĐĂƚŝŽŶ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϭϬ
ϭϴĐ͘^ŚŝƉŵĞŶƚ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϭϭ͕ĂŶĚĨŽůůŽǁƵƉƋƵĞƐƚŝŽŶ͘
ϭϴĚ͘&ŽƌĞŝŐŶŽůůĂďŽƌĂƚŝŽŶ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϭϮ͕ĂŶĚĨŽůůŽǁƵƉƋƵĞƐƚŝŽŶ͘
ϭϵĂ͘WƌŽƉƌŝĞƚĂƌLJ/ŶĨŽƌŵĂƚŝŽŶ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϭϯ
ϭϵď͘/ĨzĞƐƚŽϭϵ͕E͗YƵĞƐƚŝŽŶŶĂŝƌĞηϭϯĨŽůůŽǁƵƉ͘
ϭϵĐ͘WƵďůŝƐŚŝŶŐZĞƐƚƌŝĐƚŝŽŶƐ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϭϰ͘
ϭϵĚ͘ŽŶĨŝĚĞŶƚŝĂůͬWƌŽƉƌŝĞƚĂƌLJĂƚĂ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϭϱ͘
05/21/2015
ϮϬ͘ ,ƵŵĂŶ^ƵďũĞĐƚƐ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϭϲ͕ĨŽůůŽǁƵƉƋƵĞƐƚŝŽŶƐĨŽƌ/ZĚĞƚĂŝůƐ͘
Ϯϭ͘ ŶŝŵĂů^ƵďũĞĐƚƐ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϭϳ͕͘ĨŽůůŽǁƵƉƋƵĞƐƚŝŽŶƐĨŽƌ/hĚĞƚĂŝůƐ͘
ϮϮ͘ ZĂĚŝŽĂĐƚŝǀĞDĂƚĞƌŝĂůƐ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϭϴ͕ĨŽůůŽǁƵƉƋƵĞƐƚŝŽŶƐŽŶŝŽŶŝnjŝŶŐͬŶŽŶͲŝŽŶŝnjŝŶŐƌĂĚŝĂƚŝŽŶ͘
Ϯϯ͘ ŝŽůŽŐŝĐĂůDĂƚĞƌŝĂůƐ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϭϵ͘
Ϯϰ͘ ^ĞůĞĐƚŐĞŶƚdŽdžŝŶƐ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϮϬ͘
Ϯϱ͘ ,ŝŐŚůLJdŽdžŝĐ'ĂƐĞƐ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϮϭ͘
Ϯϲ͘ ^ĐŝĞŶƚŝĨŝĐŝǀŝŶŐ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϮϮ͘
Ϯϳ͘ ŽĂƚƐ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϮϯ͘
Ϯϴ͘ ŚĞŵŝĐĂůƐ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϮϰ͘
05/21/2015
Ϯϵ͘ ďƐƚƌĂĐƚ͗ƚƚĂĐŚĞĚŝŶEĂƌƌĂƚŝǀĞDŽĚƵůĞ;ĚŽĞƐŶŽƚƐŚŽǁŝŶďƐƚƌĂĐƚĨŝĞůĚͿ͘
ϯϬĂ͘ŽŶĨůŝĐƚŽĨ/ŶƚĞƌĞƐƚ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϮϱ͘
ϯϬď͘&ŝŶĂŶĐŝĂůŽŶĨůŝĐƚŽĨ/ŶƚĞƌĞƐƚ;&K/Ϳ͗YƵĞƐƚŝŽŶŶĂŝƌĞηϮϲ͘&ŽůůŽǁƵƉƋƵĞƐƚŝŽŶƐŽŶ/ZEĞƚƚƌĂŝŶŝŶŐ͘
05/21/2015
Section4
ProposalCreation–
cheatsheet
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Coeus Training - Proposal Development - 04proposalcheatsheet
Create New Proposal
Open Proposal Development
Select New Proposal
Select Lead Unit from the list of units
This selection can not be changed within the proposal, proposal would need to
be copied and a new one created with the correct lead unit.
Edit Proposal Roles
To add person to role
To remove person from role
Role Name
Aggregator
Budget Creator
Narrative Writer
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Select name, or search with Users button, click and drag name to
selected role
Select name, click and drag to the trash.
Rights
Can add proposal data, create/attach narratives, create/edit
budgets, route proposal for submission
Can create/edit budgets
Can create/attach narratives
Coeus Training - Proposal Development - 04proposalcheatsheet
Proposal Tab
Required
Title
Start Date
End Date
Proposal Type
Activity Type
Sponsor
Might be Required
Prime Sponsor
Original Proposal
Award Number
Subcontract
Required for S2S
Title
Proposal Type
Funding Opportunity Number
OR
CFDA Number
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Notes
Complete title, check spelling and capitalization
Look up in Sponsor Table; if not there, choose 011406 Temp Sponsor – ORA
will review. Email coeus-help with sponsor information and proposal number.
Look up in Sponsor Table
If related to previous proposal, select Institute Proposal number
If continuation/renewal enter Coeus Award Number
Check if there will be subawards from award
Limit to 200 characters (NIH max is 81); no smart quotes
Select correct type
Enter either Funding Opportunity number or CFDA, not both
Coeus Training - Proposal Development - 04proposalcheatsheet
Search for Grants.gov Opportunity
Notes
Required
Proposal Tab
Title, Start Date, End Date, Proposal Type, and Funding Opportunity OR CFDA
Number required to be compelted
Other Tab
IDC Rate, IDC Rate Type, IDC Reason
Save Proposal
Click Action>Grants.gov
Searches Grants.gov servers for Funding Opportunity
Select the Opportunity
Click OK
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Coeus Training - Proposal Development - 04proposalcheatsheet
Grants.gov Forms
Required
Grants.gov Submission Details >
Forms
Add Optional Forms
Add Unstiched forms
Notes
Review the forms inlcuded in the application
Based on the FOA and the details of the proposal, click Include for optional
forms that will need to be completed and submitted to Grants.gov
Refer to directions for Unstitched Forms
The Grants.gov Program title, Funding Opportunity Number, CFDA Number and Grants.gov logo will be added to the
Proposal Tab
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Coeus Training - Proposal Development - 04proposalcheatsheet
Organization Tab
If there is no other location other than on-campus at UM
No action required
If there is another location
Another location where work will be performed
Click Add >Performance Site
Enter in name of Performance Site
Address/Contact
Click on Find Address – pulls from Rolodex – enter name in
Organization column, pick the one with Office of
Sponsored Programs in address line 1; if no entry in
Rolodex, need to add it and then select
Add Congressional District
Congressional District
If there is a subcontract
Click Add > Other Organization
Address/Contact
Congressional District
Another organization that is doing part of the proposed
work
Select Find, and search for Organization - pulls from
Organization Module. If not found, enter ORG ID 00001047
– Temp Org – Subcontractor and email coeus-help with
subcontractor’s information
Automatically pulls from Organization record.
Automatically pulls from Organization record, can add if
needed.
Refer to Rolodex directions to create Rolodex entries for Performance Sites not currently listed.
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Coeus Training - Proposal Development - 04proposalcheatsheet
Mailing Info Tab
Deadline Date
Deadline Type
Mail By
Type
Mailing Address
Mail Description
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Enter deadline date, if no firm deadline, enter 1/1/2099
Pulls from Rolodex, search in Organization column, pick the one with Office of
Sponsored Programs in address line 1; if no entry in Rolodex, or if it is not the
required address, need to add it and then select
If Electronic, enter in name of system (Grants.gov, FastLane, email, etc)
Coeus Training - Proposal Development - 04proposalcheatsheet
Investigator Tab
Find Person
Add Unit
Certify
Credit Split
Effort
All individuals listed on this tab will be added to
Grants.gov forms as PI or co-PI (Co-Investigator/Multi-PI
for NIH)
Individuals can be listed on Investigator Tab OR the Key
Person Tab, but not both.
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Search in Person table, if not in PHR search, create Rolodex
entry for person and select that.
If multiple departments, or if non-tenure home
department, is needed, click Add Unit . Select Lead Unit for
PI (must be dept. selected when proposal started).
If MPowering the State proposal, don’t forget to add that
unit.
Certify for each investigator.
SAVE. Enter Credit Split info for project and all
investigators.
Do not use these columns for effort for investigators
In order to get DRIF/credit, UM Personnel need to be listed
on this tab, DRIF/Credit may be updated one the award is
made
Attach Narrative Type: UM-DRIF/Credit Form in the
Narrative Module
Coeus Training - Proposal Development - 04proposalcheatsheet
Key Person Tab
Enter personnel who will not receive UM DRIF/Credit
Find Person
Find Rolodex
Role
Unit
Use only for S2S applications. Enter personnel on either
Investigator or Key Person tab, not both
Searches the Person table for UM Personnel
Searches the Rolodex for non-UM Personnel; create
Rolodex entry if needed
This feeds the grants.gov forms – project role will be
Other: _________(your text added)
If UM Personnel, or MPowering Proposal, add UM unit
Refer to Rolodex directions to create non-UM Personnel rolodex entries.
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Special Review Tab
If there are Special Review Items
Approval
Protocol Number
Comments
Add line and select special review type
Add approval stage – approved or pending
If approved, enter in protocol number; feeds Grants.gov
forms
If title of protocol different from proposal title, enter in
Special Review Comments
Science Code Tab
Not currently used at UM.
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Other Tab
Budget Contact
IDC Rate
IDC Rate Type
IDC Reason
Pick up contact
Sponsor Contact
Created By/Date
Sub Unit
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Information of person to contact in the event that
questions arise about the budget (email, extension, name)
Indirect Cost rate for proposal
Select from list
Select from list. If written sponsor policy, the
documentation must be attached in Narrative section
If Proposal is to be mailed by department, enter contact
information of person to be contacted
Enter sponsor contact information including URL.
Do not complete these fields
Only used for CICS proposals
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Creating Rolodex Entry
For individual person to be added to the Investigator or Key Person tab:
Maintain>Rolodex
or click on Rolodex icon
Create new record
Add Person’s information
Address
Postal Code
Phone and email
For Performance Site
Maintain>Rolodex
Create new record
Add Site information
Address
Postal Code
Phone and email
For a Mailing Address for a Sponsor (on the Mailing Info tab)
Maintain>Rolodex
Create new record
Enter information in Rolodex
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click on
New Entry
Name, title, and Organization Name are required
Only the 1st 2 lines will populate Grants.gov application
Zip+4 is required
required fields
or click on Rolodex icon
click on
New Entry
Organization Name is required
Only the 1st 2 lines will populate Grants.gov application
Zip+4 is required
Populate if there is a general phone/e-mail
or click on Rolodex icon
click on
New Entry
Organization
Address
City
State
Country
Postal Code
Phone: if there is a general phone number
Email: if there is a general email address
Coeus Training - Proposal Development - 04proposalcheatsheet
Attaching Documents to Proposal
Type of Attachment
Personnel attachments – biosketch; current and pending
reports
Narrative/UM Documents – Statement of work, budget
justification, departmental budget
Subaward budget for S2S proposals
Proposal Persons – attachments and information
Where to attach
Proposal Persons
Narrative Module
Subaward in budget
The Running Man
Individuals from the Investigator and Key Personnel tab are listed on the Proposal Personnel.
Titles are derived from Personal Table or the Rolodex.
Double click a person’s name to access person record. Updated information on this screen impacts this proposal, and
copies of this proposal only.
Person Details>Personal
Enter degree details, 1 degree populates R&R Profile form
Person Details>Contact Info
Enter eRA Commons user name for NIH applications
Person Details>Other
Enter Citizenship Info if required by application
Create line item – description and document type
Add Person attachments – Biosketch and C&P
Search to find
add attachment
All descriptions and file names
Unique and no spaces or special characters
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Narrative Module
Select Edit>Narrative
Select New
Narrative Type
Module Title
Upload
Status
Select type of narrative attachment; Narrative types with
UM-name will NOT be transmitted to Grants.gov, all others
will be submitted
Add title for narrative type; no spaces or special characters
in title
Upload file, PDF, Word Doc, Excel file (refer to FOA for
acceptable attachment types) Grants.gov typically requires
file names without spaces or special characters, and pdf
format
All narratives other than narrative type >Narrative must be
complete before routing
Narrative
Narrative
Be sure to SAVE and
then close the
Narrative Window.
For S2S submissions, refer to the Opportunity instructions for attachment naming conventions, acceptable file formats,
and formatting requirements. Additionally, the opportunity instructions will refer to the mandatory attachments.
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Grants.gov considerations for Narrative Attachments
Narrative Types
Based on the Grants.gov application’s forms and required
attachments, narrative types will be added to the list of available
attachments. Please add all necessary optional forms to the
Grants.gov forms page before attaching narratives
Module Title
No spaces or special characters in the Module titles that will be
transmitted to grants.gov (upper/lower case letters, numbers,
underscore ONLY)
File names
No spaces or special characters in the file names that will be
transmitted to grants.gov (upper/lower case letters, numbers,
underscore ONLY)
Refer to FOA for acceptable file types, PDF preferred.
All files must have a unique file name
Narrative
Proposal Narrative; Draft narrative if draft – ORA cannot submit
proposal until final Proposal Narrative is attached
Use UM-ORA Placeholder
ORA documents; upload a document which ORA will replace as
needed (this document must create text)
Use UM Institutional Docs:
F&A Waiver
Cost Share Approval
Export Control
Equipment
Facilities
Other required attachments:
Current and Pending support; Biosketches; and R&R Subbudget are
attached elsewhere for transmission to Grants.gov. If you attach
them here, use UM- types of narratives. This attachments will NOT
be sent to Grants.gov.
Refer to the Grants.gov forms and Coeus Narrative crosswalk document on the Coeus website to determine which
narrative types to select based on the forms in your S2S application.
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Budget Module
Create Budget
Select New
Edit>Budget
The budget summary must be completed for each proposal
where funds are requested, regardless if it is a S2S
proposal or not.
If Investigator has multiple appointments, select primary appointment for this proposal.
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Budget Summary Screen
For S2S proposals, refer to the detailed Budget directions. For nonS2S proposals, refer to the information below.
OH Rate Type
Select appropriate type. If on-campus, select MTDC
Adjacent or MTDC Remote
Budget Status
Select Complete when done
Final
One budget MUST be marked Final before routing.
On/Off Campus
Select on or off campus
Direct Cost
Enter Direct costs for each budget period on separate lines
(number of budget periods are determined by start and
end date entered on Proposal Tab, but can be adjusted
here if needed)
Indirect Cost
Enter Indirect costs for each budget period on separate
lines
Cost Share
Enter Cost Share for each budget period
Comments
Enter Cost Share breakdown and department/college
responsible for Cost Share and amount for each
UR Rate Type/Underrecovery
Select the same rate type as what was entered into UR
Rate Type
Budget Justification
Attach budget justification in the Narrative module
Distribute Cost Share and Underrecovery
Distribute Cost Share
If Cost Share on proposal, open Edit>Cost Sharing Distribution. Cost Share from
summary tab will be copied here. In the Source code, enter in the last 6 digits of the
department responsible for the cost share. If external, enter “extern.” Lines may be
added or consolidated.
Distribute Underrecovery
If underrecovery has been generated on the proposal because the IDC rate is less than
a negotiated rate, this needs to be distributed so the Institute Proposal costs are
correctly generated. Open Edit>Underrecovery distribution. Consolidate all lines to 1
line with total amount of underrecovery. In the Source Account, enter TBD.
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Complete Questionnaires
ORA Routing Form Questionnaire
Grants.govS2S Questionnaire
Submit for Approval
Prepare for Submission
Validation
Grants.gov Validation Checks
Grants.gov Print Forms
Submit for Approval
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Access from Edit> Questionnaire; Select ORA Routing Form
Questionnaire or MTA questionniare; Answer each
question, providing explanations as required
If S2S proposal, complete this questionniare as well.
Yes No Questions answered?
Questionnaire complete?
Budget marked Final and Complete? (green check mark on
Proposal tab)
All narrative attachments marked complete other than
Proposal Narrative? (blue || mark on Proposal Tab)
PI/Co-Investigators have certified?
All of the
are done?
Proposal Saved?
Action> Validation Checks
Action>Grants.gov
Validate – checks that all required fields for the S2S forms
have been completed
Select the forms and print a pdf version of the application
form the Forms tab of Action>Grants.gov
Action>Submit for Approval
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Proposal Routing
Approval Stops
Revise Your Proposal
Swapping Narratives
Edit Data Fields
Recall a Proposal
Recall and Resubmit
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See which approval stop your proposal is currently waiting
for approval: Action > Approval / Rejection. Depending
upon your Coeus rights, you may Approve, Bypass, Reject,
and/or Recall the proposal here.
Open proposal, open narrative module, highlight narrative
to be updated, click “Edit”, upload new document, change
status to “Complete” and save.
Open proposal, click Edit>Data Override. Select the item
from the list you wish to edit. Enter changes in “New
Value” column, add a comment. Click “Ok”
Open proposal, Action>Approval/Rejection. Click “Recall”
button. Close out of proposal, re-open proposal in edit
mode, make changes as need, add a comment, click save.
Re-route the proposal for approval.
Section5
CreatingDetailed
Budget&Subaward
Budget
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05/21/2015
Creating a Detailed Proposal Budget
Overview
Create a new
budget
ͻSelect appointments for investigators with multiple appointments
ͻSelect OH rate type on summary tab
ͻSet up and verify rates (sync budget rates if proposal was copied
ͻAdjust period boundaries
ͻSelect Submit Cost Sharing (if checked on summary all checked line items cost share will be submitted)
ͻThe Running Man; Edit>Persons
ͻAdd personnel or TBAs as needed
ͻEnter base salary and appointment type for each
Create personnel ͻAnniversary date = date for inflation to be calculated; default is 7/1; enter proposal start date to override and calculate inflation
at each new period
details
Add details for
1st period
ͻAdd personnel line items
ͻAdd personnel to line items (Strong Man)
ͻAdd non-personnel line items
ͻInflation will be applied automatically for most cost elements
Generate budget
periods
ͻAdd or delete line items
ͻModify Costs
Adjust budget as ͻApply changes to later budget periods as needed
necessary
Other
ͻIf cost sharing is included in budget, it must be distributed, and added in the comments on the summary
ͻIf underrecovery generated, it must be distributed
ͻAttach completed R&R subaward budget if required
ͻPrint budget reports as needed
ͻMark budget as final and complete
Finalize budget
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Creating the Detailed Budget in Coeus:
Select Edit>Budget
Select New
If any investigator has multiple appointments, a window will pop up. Select the primary appointment for
this proposal.
OH Rate Type
Select the appropriate type. If on-campus, select MTDC Adjacent or
MTDC remote.
On/Off Campus
Select on or off campus
UR Rate Type
Select same as OH Rate Type
Submit Cost Sharing
If Cost Share on line items should be submitted to sponsor, leave
checked. If Cost Share not submitted to sponsor, uncheck. This
controls the budget as a whole – if unchecked, even checked line
items will not be sent. If checked, Coeus will defer to line items if cost
share should be sent
Start/End dates
Pull from proposal tab, change there, if needed.
Rates/Boundaries
Select Edit>Rates
Sync
This syncs the rates to the current institutional rates
MTDC rates
Adjust if necessary
TDC rate
Adjust if TDC proposal that is not 42.80. Change rate for on/off for all
FYs of proposal
Employee Benefits
There are 4 options for rates – depending on needs of proposal and
budget line items being used: adjust as needed and change on/off for
all FYs of proposal
Inflation rates
There is 1 rate/proposal. Change rate as needed – you can choose to
apply/not apply it to each line item.
Adjust Period Boundaries
Default is 1 year period, to adjust as needed: Budget Periods>Adjust to
change start and end date; add delete periods as needed.
Budget Persons…The Running Man
Edit>Persons
This is a menu of all of the people that may be on the budget –
Senior/Key people and TBA GAs and Post-Docs
Add UM named person
Click Find Person, search by name.
JobCode – leaving the default is fine.
Appt Type: REG Employee = 12 mos
SUM Employee = 3 mos
TMP Employee = 1 mos
Effective Date = Start Date of Proposal
Enter base salary
Enter anniversary date- this is the date that the salary will first inflate;
typically this is the start of budget period 2. If left blank, Coeus will
apply inflation on July 1, the start of the fiscal year.
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Add non-UM named person
Add not-yet-named person
ENTERING LINE ITEMS
Adding Personnel line items
Delete personnel line item
Add Cost element
Description
Line Item Detail
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2015
Click Find Rolodex, search by name.
Appt Type: REG Employee = 12 mos
SUM Employee = 3 mos
TMP Employee = 1 mos
Effective Date = Start Date of Proposal
Enter base salary
Enter anniversary date (default is 7/1/xx so Coeus will calculate
inflation at rate after that date; to calculate inflation at new budget
period enter start date as anniversary date)
Click Add TBA and select best option.
If need multiple of same type (at the same salary) change the Job Code
of one to JOBCD2, JOBCD3, etc. so you can differentiate
Appt Type: REG Employee = 12 mos
SUM Employee = 3 mos
TMP Employee = 1 mos
Effective Date = Start Date of Proposal
Enter base salary
Enter anniversary date (default is 7/1/xx so Coeus will calculate
inflation at rate after that date; to calculate inflation at new budget
period enter start date as anniversary date)
Select the Budget Period, click on the Add line item icon or Ctrl-A from
active line.
Double click in CE column to bring up line item choices
• Start to enter code or description will just to that place in the
line
• Highlight and click OK to select
To enter cost element if code is known, enter code (case sensitive) on
budget line
Enter description – for your own use
With line highlighted, click on the Strong Man;
Select person to add to line item (named individuals end up in section
A – senior key person)
Determine cycle (calendar, academic, summer) and percent effort.
Salary is calculated the in the following manner:
Percent effort Charged * number of days shown in the person line
next to effort * (base salary/appointment type from the running man)
Can add more than 1 person if the role, IDC, cost share, and fringe
rates are the same
Delete person from CE, then delete the CE
Select Budget Period
Click on Add line item icon on Ctrl A from active line item
Double click in CE column to bring up line item choices
• Start to enter code or description will just to that place in the line
• Highlight and click OK to select
To enter cost element if code is known, enter code (case sensitive) on
budget line
This is free form text and does not go to Grants.gov
Double click line item to open detail window
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•
Possible to modify the following for each line
o Category for ggov form
o On/off campus rate
o Description
o Apply inflation
o Submit cost share
o Cost/cost share amount
• Justification for each item is optional, Coeus will collect all so
you can use in your justification attachment
View
Select View>Customize view >Grouped by category to see more
details.
Changing Category for Line
When necessary, the Ggov budget category can be changed for a cost
Items
element. If a personnel line item, this MUST be done before
individuals are added to the line item.
Double-click on the line item to open it. In the drop-down category,
select the revised category where this element should appear on the
budget.
Note about personnel line item
If a person named as an Investigator or Key Person is added to the
categories
budget, their salary will appear in Ggov form section A, regardless of
category selected.
If a person is only named in the budget, their salary will show in the
budget category selected in the cost element details.
TBA personnel will only show up correctly on the Ggov budget if their
category is left as a B category.
OTHER BUDGET Actions refer to following page for differing types of budgets/scenarios
Generate all periods
Budget Periods>Generate all periods – adds cost elements to all other
periods
Calculate
Calculate and Save often
Add line item to all periods
If add line item after all periods are generated, select line item; then
Items>apply to later periods
Budget Justification
If you have entered justification items at each line – Edit>Justification
will allow you to consolidate each of them and copy into txt/doc file.
Budget justification is a type of Narrative attachment and needs to be
added in the Narrative module
NIH Modular Budget justifications are also in the Narrative
attachments
Project/Program Income
Edit>Program income; add income and description for each period
Budget Summary
File>Budget Summary: By period= detail for each period, with
categories
Distribute Cost Share
Edit>Cost Sharing Distribution. Cost share from line items will be
totaled for each budget period. In the Source code column, enter in
the last 6 digits of the department responsible for the cost share. If
external, enter “extern.” Lines may be added or consolidated.
Distribute Underrecovery
If underrecovery has been generated on the proposal because the IDC
rate is less than a negotiated rate, this needs to be distributed so the
Institute Proposal costs are correctly generated. Open
Edit>Underrecovery distribution. Consolidate all lines to 1 line with
total amount of underrecovery. In the Source Account, enter TBD.
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Create Subaward Budget: Let Coeus Do The Work
Grants.gov 424 R&R Subaward Attachment Form: Edit > Subawards
Generate all of the budget
Before uploading your Subaward Budget Form in Coeus (which will
periods
automatically add the cost elements) you will need to generate all
budget periods. Go to Budget Periods > Generate All Budget Periods
Is the 424 R&R subaward
Refer to the solicitation instructions
budget attachment required
by the FOA?
Has the subaward budget
Refer to Action>Grants.gov>Forms
attachment form been
selected to be included in the
submission?
Find the solicitation on
Locate and download the appropriate ggov application package.
Grants.gov
Extract the budget from ggov
Complete Sub award budget; attach budget justification
application
In Coeus budget:
Attach pdf of sub budget only
Edit>Subaward
Click Add then click Upload
Search for file, add name of organization. Each attachment name
must be unique
Click Translate
Translate to XML – must get green check
Subaward Cost Element Codes
will automatically appear at
the bottom of each budget
period
Changes?
F&A will be applied to the first $25,000
Add line items to each budget
period
Two sets of subaward cost element codes:
F37342: Apply F&A
F37322: Do not appy F&A
For all subawards greater than $25,000, F&A will need to be applied
to the first 25k (of the entire project). Use cost element code
F37342, for the amount of $25,000 on one line in budget period 1
only.
The next line will be the remaining amount of the award (Subaward
Total Amount - $25000 = remaining amount) with cost element code
F37322 (do not apply F&A). Use this cost element code for the
remaining budget periods.
Go back to original ggov subaward, change and re-upload and retranslate
If Subaward Form is not available to extract and upload, Add Subaward Cost Element Codes in Manually
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NIH Subaward Is Not Active in All Budget Periods of Prime Budget
Does the primary budget span The R&R Budget forms do not allow for "empty" budget periods on
longer than the subaward
the R&R Forms Version C. They include several required fields which
budget?
must be completed (even for inactive periods) in order to
successfully submit.
Provide the following information for inactive budget periods:
•
•
•
•
•
•
•
•
•
•
Organization DUNS
Budget Type = Subaward/Consortium
Budget Period Start/End Dates (align with budget periods
and dates of the prime budget)
In section A: Senior/Key Person, provide a single entry
including the following:
PD/PI or subaward lead First and Last names
Project Role (may default to PD/PI; can be adjusted as
needed)
Calendar Months = .01 (smallest amount effort allowed in
the field)
Requested Salary = $0
Fringe Benefits = $0
Explanation of the inactive budget periods in the budget
justification
NIH sponsor|NIH Modular Budget used, detailed budget created in Coeus
Has the modular budget been
Refer to Action>Grants.gov>Forms
selected to be included in the
submission?
Add line items to each budget
For EACH organization add a line items for the portion of the
period
subcontract:
FX7012: Direct costs – don’t apply UM F&A
FX7022: Direct costs – apply UM F&A
FX7032: Indirect costs – don’t apply UM F&A
FX7042: Indirect costs – apply UM F&A
Check Budget Summary:
Modular Budget
Edit>Modular budget
Check the modular budget
numbers
Click OK.
Mark budget as final and
complete
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2015
Refer to worksheet for more details
Sync; answer yes to the “are you sure”
Make adjustments to the number of modules, consortium F&A, and
IDC base/funds requested as needed
SAVE
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NIH budgets using the Modular Budget; do not have line items completed
Has the modular budget been
Refer to Action>Grants.gov>Forms
selected to be included in the
submission?
Create new budget
Check Budget Summary:
Modular Budget
Complete the Summary
Enter Direct/Indirect/Cost Share totals for each budget period on
Budget
the Summary budget
Edit>Modular budget
Enter the modular budget
Make adjustments to the number of modules, consortium F&A, and
numbers
IDC base/funds requested as needed
Click OK.
SAVE
Mark budget as final and
complete
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Detailed Budget Random Situations
On occasion, aggregators will encounter various situations where they will need to manually adjust their
detailed budget. Detailed budgets are only required on System-to-system (S2S) proposals.
Common instances would be:
Manual inflation of salaries - Multiple people on your budget have salaries which have different
I.
inflation rates
II.
PI has varied amount of effort throughout the same year; summer effort vs year-long effort
III.
Pay Scale of GA changes in the same funding period
IV.
Adjusting time on project to get exact dollar value
V.
New Rule for Submitting Subaward Budgets to NIH
Section I: Manual Inflation of Salaries:
•
When you need to use this method:
• Your budget has multiple persons whose salaries do not increase at a consistent rate, for
example:
1. A GA goes from a step 1 to step 2;
2. One investigator’s salary inflates at 3% each year while another investigator’s salary
inflates at 5% each year;
3. Your budget has multiple persons whose salaries do not increase on the same date
Step 1:
After setting up the new budget in Coeus (selecting OH Rate Type, UR Rate Type, setting rate
percentages via Edit > Rates, etc.), open the Budget Persons module (Edit>Persons or
)
Normally, in the Budget Persons module, each person is only listed once (ex: 3 people on the project, 3
line items entered in Budget Persons).
In this particular case, for each person who does not follow the designated inflation rate for your
budget, (see Edit>Rates or
to see the set budget’s overall inflation rate), you will need to create
multiple line items for that person, for each year of the budget in the Proposal Personnel module.
For example, for a 2 year project, the budget’s set inflation rate is 3%, but your lead PI has an
inflation rate of 4%. In the Budget Persons module, you will need to create two line items for the PI –
one line item for year 1, and one line item for year 2.
Step – by – Step: the PI’s salary (Paul Kurt Flick) needs to inflate by 2% each project period. The Co-I’s
salary (Mosi Skerritt) needs to inflate by 6%. The TBA Grad’s salary needs to inflate by 4% (the budget’s
overall inflation rate).
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•
•
•
In the rates table, the inflation rate is 4%.
Project Period is 9/1/14-8/31/17 (three year project)
Open the Budget Persons module
. You will Add a total of 7 line items (3 line items for Paul
Kurt Flick, 3 line items for Mosi Skerritt, and 1 line item for the TBA Grad Assistant).
o
o
o
But why?
o
The Job Codes are edited to reflect the budget periods for reference.
Make sure the Appointment Type is set to the correct duration
Effective Dates are the start dates of the budget periods
Paul Kurt Flick and Mosi Skerritt have a different inflation rate than the overall budget
inflation rate (which is set at 4%), so they each will need 3 line items for each year of the
budget.
• 3 line items for Paul Kurt Flick (year 1: 2014-2015, year 2: 2015-2016,
year 3: 2016-2017)
• 3 line items for Mosi Skerritt (year 1: 2014-2015, year 2: 2015-2016,
year 3: 2016-2017)
• 1 line item for the TBA Grad Assistant - this line item will be used for all
3 years of the project because the TBA Grad Assistant’s inflation rate is
4%, which is the same as the overall budget inflation rate. Click “ok”
3 line items for
Paul Kurt Flick
3 line items for
Mosi Skerritt
1 line item for
GA
*Note: You can enter a base salary for the PI if you want it to appear on the grants.gov detailed budget
Step 2:
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Go to the Period 1 tab to add the cost element for each person for year 1. For each person added on
year one, you will need to add the Personnel Line Items (Strongman Icon
).
Year 1: Add in the appropriate cost element line as normal for the person (for this example I chose
A10122S).
Open the Personnel Budget Details (strong man icon), click the “Add” button, and select the person with
the job code yr1.
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Make sure the “Period” is set to the correct option (Summer, Calendar, Academic), enter the % Charged
and % Effort.
PI Salary
$50000.0
PI 1
| yr1
| 09/01/201 | 08/30/2015 | Calendar |
50% |
50% |
$50000.00
Costs calculated based on rate table
Click “OK”
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Step 3:
Complete the year 1 budget and generate all of the budget periods. Once the budget periods have been
generated, you will need to edit each of the personnel line elements individually for subsequent periods.
For example: We need to edit period 2 and period 3 to reflect the different inflation rates for both Paul
Kurt Flick and Mosi Skerritt.
•
•
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2015
Highlight the personnel line item and click on the personnel budget line item (strong man).
Delete the investigator with the yr1 job code.
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•
After deleting the line item, click the “Add” button. Select the “year 2” job code for the person
you are trying to add for Budget Period 2 in the “Select Budget Persons Table”.
•
•
Adjust the rest of the data as needed.
Click calculate.
Repeat Step 3 for other personnel and other years as needed.
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Section II: Differing Level of Effort Academic VS. Summer
When there are different levels of effort (academic vs. summer), you will need to separate one regular
12 month period into two: Academic period and Summer Period. To do this, you must first adjust the
rates
Step 1:
After creating a new budget and completing the Summary tab, open the rates table and set the inflation
rates for all Fiscal Years to 0%. Click “OK”
Step 2:
Next you will edit the Budget Persons table
.
You will enter in a line item for every person, for every year.
•
•
June
2015
The Job Codes are edited to reflect the budget periods for reference.
Make sure the Appointment Type is set to the correct duration
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•
•
•
Step 3:
Effective Dates are the start dates of the budget periods
In this circumstance, there is no inflation on this proposal (0%), therefore you do not need to
enter dates in the Anniversary Date column.
Note: As a measure of best practice, it is recommended that you enter the anniversary dates
for each person for each year. Entering anniversary dates for this circumstance will not
affect your budget.
If you want the base salary to show on the Grants.gov form, enter it into the Base_Salary_p1.
Note: the Base Salary p1, p2, p3 fields are not required but will not affect your budget.
Period 1 tab
You will need 2 line items for both Paul Kurt Flick and Mosi Skerritt; one for academic period (at 30%
primary fringe) and one for summer (at 8% summer fringe).
In this example, tenured positions are used for the cost elements,
Step 4:
Once you have added the cost element line items, you will add in your first person via the Strong Man
.
For this example, we will first add in Paul Kurt Flick’s academic line:
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Notes:
• Add in the Paul Kurt Flick line that has the Job Code: yr1
• Change the Start Date and End Date.
o Paul Kurt Flick operates on a 12 month (Reg Employee) basis. When you add Paul in the
Personnel Budget Details (strong man), You will need to decrease the time frame by 3
months:
 For this example, the Start Date is 9/1/2014 and the End Date is 8/31/2015 (12
months). We will reduce the End Date to 5/31/2015 to reflect a 9 month period
instead of a 12 month period.
Remember:
Calendar = 12 mo
Academic = 9 mo
Summer = 3 mo
• Change the Period from “Summer” to “Academic”
• % Charged and % Effort:
o % Charged and % Effort is calculated based on the number of months that Paul Kurt Flick
will work in accordance to the Start and End dates that you set.
 For this example, we set our Start and End dates to a 9 month duration (9/1/14
through 5/31/15). Paul Kurt Flick will work 3 months during this 9 month
period.
• 3 (months worked) / 9 (period duration) = .33333.
• Turn .33333 into a percentage: 33.33%
• % charged= 33.33 and % effort = 33.33
Note: Coeus goes 2 decimal places, you may need to adjust the percentage by +00.01 or -00.01
to get the salary for that period correct.
Adjust the start and
end dates to reflect a
9 month period
% charged and % effort
calculated based on the # of
months Person is working / the
# of months in the start and end
dates.
Once you enter the % charged and % effort, Coeus will automatically calculate the salary for that period.
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Step 5:
Next we will add Paul Kurt Flick’s Summer Line (3 month duration):
Notes:
• On the Period 1 tab, highlight the Summer line item For Paul Kurt Flick and click on the
strong man
• Add Paul Kurt Flick’s year 1 line item (same line item used in previous step).
• Change the Start and End date to a 3 month period
Note: Your start date will pick up where you left off from the academic line item. Summer period cannot
overlap with Academic period
o In this example, the Academic period ended on 5/31/15, so our start date for
the Summer period will be 6/1/15 and our end date will be 8/31/15 – 3 months
total, ending Period 1.
• Verify the Period field is set to “Summer”
• Enter the % Charged and % Effort
o
•
Remember, % Charged and % Effort is calculated based on the number of
months the person is working during the span of time that you set.
 For this example, we will say that Paul Kurt Flick is working 2 summer
months out of the 3 month period (6/1/15-8/31/15). 2 (months
worked) / 3 (summer period) = .6666
 .66666 = 66.67%
 Paul Kurt Flick is working 66.67% (or 66.66% if this gets your salary
number closer) of the summer period.
Perform Steps 4 and 5 for to add Mosi Skerritt for year 1
For this example
o Mosi will work 5 months out of the academic period:
 5/9 = .55555 which is 55.56% (55.55% if you choose to not round)
o Mosi will work 1 month out of the summer period:
 1/3 = .33333 which is 33.33%
Academic time: 9/1/14-5/31/15; academic;
Summer time: 6/1/15-8/31/15; summer;
These cost elements, time periods, and budget personnel should carry over properly once you have
generated all of your budget periods.
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Section III: Level of GA changes in funding period:
For each instance when a person is changing salaries within the same budget period, you will add
multiple budget personnel entries to coincide with the salary for that time frame.
For example: On a 4 year project there will be a GA on the first year of your budget which is half level 2
and half level 3. You will add two GA budget person entries – one entry to account for the time the GA
will have the level 2 salary and one entry to account for the time that the GA will have the level 3 salary.
Step 1:
Open the Budget Persons Module
and enter 2 line items to account for both portions of the
person’s salary in the same budget period.
(In the above example you will enter a TBA-Graduate Assistant Line Item)
Step 2:
In the Job Code field, enter a description* that will distinguish this entry with the other entry.
*NOTE: There is a 6 character limit in the Job Code field
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Step 3:
Next you will adjust the Eff Date column to reflect the start date of when the person will get paid each
of the different salaries
In this example, from January 1, 2015 – June 30, 2015 the GA will be paid the level 2 salary.
From July 1, 2015 – December 31, 2015 the GA will be paid the level 3 salary.
Step 4:
Enter the salary with its corresponding line entry in the Calc Base column.
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Step 5:
If inflation will occur in the following budget periods, enter the appropriate anniversary date (the date
you want inflation to apply)
If you do not want inflation to apply, this adjustment will be made later in the Budget Line Item
Details
Step 6:
Save your Budget Persons entries.
On the appropriate budget period tab, add a new line item
selecting the appropriate Cost
Element Code and entering a description
(For this example we will select cost element B10202P and will enter a description of “Grad Asst
Salary Level 2”)
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Step 7:
Open the Personnel Budget for Line Item window
and once the window opens click the “Add”
button. The Select Budget Persons window will appear.
Step 8:
Select the appropriate person from the list (this is where the Job Code field from the Budget Personnel
comes in handy). Click ‘Ok’
Step 9:
Adjust the Start Date and End Date accordingly
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Step 10:
Adjust the Period accordingly
Step 11:
Enter the appropriate % Charged and % Effort. Then click the Calculate button.
Step 12:
Repeat Steps 6 through 10 to account for the person’s new salary for the remainder of the budget
period.
NOTES:
For Step 6: Enter a description that differs from the previous entry (for our example you
can enter Grad Asst Salary Pt 2)
For Step 8: Select the Budget Person entry you did not use (for our example you would
select the entry with the Job Code of GAprt2)
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Section IV: Adjusting Time on Project to Get Exact Dollar Value
Scenario 1: Coeus is limited to 2 decimal places which can cause a rounding issue when trying to reach
an exact salary and fringe benefit amount. Typically the fringe rate or effort percentages are adjusted to
reach the desired dollar amount. In some cases, changing these areas does not allow the user to reach
the exact salary and/or fringe benefits. If the user is unable to meet a specific dollar amount, they can
adjust the base salaries and time on the project instead as a workaround.
Coeus calculates salaries based in the following formula:
Salary=daily salary from base salary * amount of time on project * % effort
Base salary = amount/number of months of appointment type
To reach a specific salary, the user will need to adjust the base salary and appointment type in the
Budget Persons Module to “TMP Employee” which is the monthly salary.
Example: On the budget form, a PI’s salary needs to show exactly $14,857 for working 2.5
months on a one year project.
Calculate the monthly salary: $14,857/2.5months = $5942.80 per month
$5942.80 = Monthly Salary
Step1
Open the Budget Persons Module
Change the Appointment Type to TMP Employee (monthly salary)
Step 2
Enter the monthly salary (5942.80) in the Calc Base column. Click “OK” when finished
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Step 3
In the appropriate budget period, add a new cost element line item. Once the new cost element line
item is inserted click on the Personnel for Budget Line Item Module
person from the list.
. and select the appropriate
Step 4
Change the start date and end date to reflect the duration that the person will work
For this example: Change the Start Date and End Date to total 2.5 months (it does not matter
which months are selected since this does not show on the budget form).
Step 5
Change the Period to “Calendar”.
Step 6
Change both the % Charged and % Effort to “100.00”. Click the “Calculate” button.
Step 7
The salary calculates to the exact amount that is needed to display on the budget form:
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Scenario 2: If the person is working less than one month on a project the monthly salary will be entered
in the Budget Persons Module.
Step 1
For example: A person is working 1 week on a project and the salary for that duration of time is
$1485.70.
• To calculate the monthly salary take the total salary for one week and multiply by 4 (4 weeks in
1 month):
$1485.70*4= $5942.80
•
•
$5942.80 will be entered as the base salary in the Budget Persons module
The Appointment Type will be “TMP Employee” (monthly salary)
Step 2
Insert a Cost Element line item on the proper budget period. Open the Budget Line Item module
and select the appropriate person from the list of names. Once the name appears, the Start Date and
End Date will need to be adjusted to reflect a total time of one month
• Since the month(s) selected do not appear on the budget form, in this example we have
chosen to use 9/1/15-9/30/15 as the Start Date and End Date.
• Change the Period to “Calendar”.
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Step 3
The % Charged and %Effort will reflect the percentage of time that the person will work within one
month’s time span.
For this example, the person is working 1 week on the project.
There are 4 weeks in 1 month so 1 week \ 4 weeks = .25.
25% will be entered in the % Charged and %Effort Columns
The salary for the PI properly calculates to $1,4875.70 and will appear as “.25” calendar months on the
RR budget form:
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V.
New Rule for Submitting Subaward Budgets to NIH
NIH now requires that all subaward periods be entered, even inactive periods, in order to
successfully submit. Since the R&R Budget forms do not allow for empty budget periods, several
required fields must be completed for inactive periods.
For each inactive periods you will need to enter:
• DUNS
• Budget Type = Subaward/Consortium
• Budget Period Start/End Dates (match with budget periods and dates of the prime budget)
• In section A: Senior/Key Person, provide a single entry including the following:
o PD/PI or subaward lead First and Last names
o Project Role (may default to PD/PI; can be adjusted as needed)
o Calendar Months = .01 (smallest amount effort allowed in the field)
o Requested Salary = $0
o Fringe Benefits = $0
o Explanation of the inactive budget periods in the budget justification attachment
More information may be found here if required:
http://grants.nih.gov/grants/guide/notice-files/NOT-OD-15-073.html
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Section6
CostElementList
05/21/2015
100
05/21/2015
101
05/21/2015
CostElement
CoeusBudgetCategoryͲ
CategoryonGgovForm:basedon
CoeusCode
Default
Description
Subcode CoeusBudgetCategory
Senior/KeyPersonnel
AFacultySalaryͲTenured,Academic
1:SeniorPersonnel
PrimaryRate
A10112P
1011 A:Senior/KeyPerson
AFacultySalaryͲTenured,Academic
1:SeniorPersonnel
SecondaryRate
A10112S
1011 A:Senior/KeyPerson
AFacultySalaryͲTenured,Academic
1:SeniorPersonnel
TertiaryRate
A10112T
1011 A:Senior/KeyPerson
AFacultySalaryͲTenured,12mos
1:SeniorPersonnel
PrimaryRate
A10122P
1012 A:Senior/KeyPerson
AFacultySalaryͲTenured,12mos
1:SeniorPersonnel
SecondaryRate
A10122S
1012 A:Senior/KeyPerson
AFacultySalaryͲTenured,12mos
1:SeniorPersonnel
TertiaryRate
A10122T
1012 A:Senior/KeyPerson
AFacultySalaryͲTenured/NonͲ
1:SeniorPersonnel
tenured,Summer
A20802M
2080 A:Senior/KeyPerson
AFacultySalaryͲNonͲtenured,
AcademicPrimaryRate
1:SeniorPersonnel
1015 A:Senior/KeyPerson
A10152P
AFacultySalaryͲNonͲtenured,
1:SeniorPersonnel
AcademicSecondaryRate
A10152S
1015 A:Senior/KeyPerson
AFacultySalaryͲNonͲtenured,
1:SeniorPersonnel
AcademicTertiaryRate
A10152T
1015 A:Senior/KeyPerson
AFacultySalaryͲNonͲtenured,12mos
PrimaryRate
1:SeniorPersonnel
1016 A:Senior/KeyPerson
A10162P
AFacultySalaryͲNonͲtenured,12mos
1:SeniorPersonnel
SecondaryRate
A10162S
1016 A:Senior/KeyPerson
AFacultySalaryͲNonͲtenured,12mos
1:SeniorPersonnel
TertiaryRate
A10162T
1016 A:Senior/KeyPerson
1:SeniorPersonnel
AFacultySalaryͲOverload
A20712P
2071 A:Senior/KeyPerson
CoeusCostElement/Subcode
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
F&AApplied
TERTIARY
PRIMARY
102
SECONDARY
PRIMARY
TERTIARY
SECONDARY
PRIMARY
SUMMER
TERTIARY
SECONDARY
PRIMARY
TERTIARY
SECONDARY
PRIMARY
FringeBenefitType
12/2/2014
BNonͲexemptͲStaffSecondaryRate
BNonͲexemptͲStaffPrimaryRate
BNonͲexemptͲContingentIPrimary
Rate
BNonͲexemptͲContingentI
SecondaryRate
BNonͲexemptͲContingentITertiary
Rate
BContingentIIPrimaryRate
BContingentIISecondaryRate
BContingentIITertiaryRate
BFacultySalaryͲHourlyPrimaryRate
BFacultySalaryͲHourlySecondary
Rate
BFacultySalaryͲHourlyTertiaryRate
BFacultySalaryͲNonͲtenured,
LecturerPrimaryRate
BFacultySalaryͲNonͲtenured,
LecturerSecondaryRate
BFacultySalaryͲNonͲtenured,
LecturerTertiaryRate
BFacultySalaryͲContractualPrimary
Rate
BFacultySalaryͲContractual
SecondaryRate
30:OtherPersonnel
30:OtherPersonnel
30:OtherPersonnel
30:OtherPersonnel
30:OtherPersonnel
30:OtherPersonnel
30:OtherPersonnel
30:OtherPersonnel
26:OtherProfessional
26:OtherProfessional
26:OtherProfessional
26:OtherProfessional
26:OtherProfessional
26:OtherProfessional
26:OtherProfessional
26:OtherProfessional
B10145S
B10145T
B20732P
B20735S
B20735T
B20902P
B20905S
B20905T
B20682P
B20685S
B20685T
B10182P
B10185S
B10185T
B20692P
B20695S
05/21/2015
2072
1014
BExemptͲContingentITertiaryRate
BNonͲexemptͲStaffPrimaryRate
30:OtherPersonnel
30:OtherPersonnel
B20725T
B10142P
2069
2069
1018
1018
1018
2068
2068
2068
2073
2090
2090
2090
2073
2073
1014
1014
2072
30:OtherPersonnel
B20725S
2072
BExemptͲContingentIPrimaryRate
BExemptͲContingentISecondary
Rate
1013
1013
1013
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
CategoryonGgovForm:basedon
Subcode CoeusBudgetCategory
30:OtherPersonnel
BExemptͲStaffPrimaryRate
BExemptͲStaffSecondaryRate
BExemptͲStaffTertiaryRate
Description
B20722P
CostElement
CoeusBudgetCategoryͲ
CoeusCode
Default
PersonnelͲStaff/Students
30:OtherPersonnel
B10132P
30:OtherPersonnel
B10135S
30:OtherPersonnel
B10135T
CoeusCostElement/Subcode
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
F&AApplied
103
SECONDARY
PRIMARY
TERTIARY
SECONDARY
PRIMARY
TERTIARY
SECONDARY
PRIMARY
TERTIARY
PRIMARY
SECONDARY
TERTIARY
SECONDARY
PRIMARY
SECONDARY
TERTIARY
TERTIARY
PRIMARY
SECONDARY
PRIMARY
PRIMARY
SECONDARY
TERTIARY
FringeBenefitType
12/2/2014
05/21/2015
2078
B5:OtherPersonnelͲOther
Excluded TDC
BNonͲresidentͲFellowPrimaryRate
30:OtherPersonnel
MTDC
TDC
TDC
TDC
TDC
MTDC
MTDC
TDC
TDC
TDC
TDC
TDC
MTDC
MTDC
MTDC
MTDC
MTDC
TDC
TDC
MTDC
MTDC
TDC
TDC
MTDC
MTDC
TDC
TDC
MTDC
MTDC
TDC
TDC
TDC
TDC
MTDC
MTDC
MTDC
MTDC
B20782P
B20775T
B20775S
B20772P
B20802M
B10162T
B10162S
B10162P
B10152T
B10152S
B10152P
B20752M
B20755T
B20755S
B20752P
B20812M
B10202T
B10202S
B10202P
B20695T
MTDC
F&AApplied
CoeusBudgetCategoryͲ
CategoryonGgovForm:basedon
Default
Description
Subcode CoeusBudgetCategory
BFacultySalaryͲContractualTertiary
B6:OtherPersonnelͲOther
26:OtherProfessional
Rate
2069 Profressionals
BGraduateͲGraduateAssistant
B2:OtherPersonnelͲGraduate
27:GraduateStudents
PrimaryRate
1020 Students
BGraduateͲGraduateAssistant
B2:OtherPersonnelͲGraduate
27:GraduateStudents
SecondaryRate
1020 Students
BGraduateͲGraduateAssistant
B2:OtherPersonnelͲGraduate
27:GraduateStudents
TertiaryRate
1020 Students
BGraduateͲGraduateAssistant
B2:OtherPersonnelͲGraduate
Summer
27:GraduateStudents
2081 Students
28:Undergraduate
BUndergraduateͲStudentWages
B3:OtherPersonnelͲUndergraduate
Students
PrimaryRate
2075 Student
28:Undergraduate
BUndergraduateͲStudentWages
B3:OtherPersonnelͲUndergraduate
Students
SecondaryRate
2075 Student
28:Undergraduate
BUndergraduateͲStudentWages
B3:OtherPersonnelͲUndergraduate
Students
TertiaryRate
2075 Student
B3:OtherPersonnelͲUndergraduate
28:Undergraduate
BUndergraduateͲStudentWages
Summer
Students
2075 Student
BPostDoctoralͲAcademicPrimary
B1:OtherPersonnelͲPostDoctoral
25:Postdoctoral
Rate
1015 Student
BPostDoctoralͲAcademicSecondary
B1:OtherPersonnelͲPostDoctoral
25:Postdoctoral
Rate
1015 Student
BPostDoctoralͲAcademicTertiary
B1:OtherPersonnelͲPostDoctoral
25:Postdoctoral
Rate
1015 Student
B1:OtherPersonnelͲPostDoctoral
25:Postdoctoral
BPostDoctoralͲ12mosPrimaryRate
Student
1016
BPostDoctoralͲ12mosSecondary
B1:OtherPersonnelͲPostDoctoral
25:Postdoctoral
Rate
1016 Student
B1:OtherPersonnelͲPostDoctoral
25:Postdoctoral
BPostDoctoralͲ12mosTertiaryRate
1016 Student
B1:OtherPersonnelͲPostDoctoral
BPostDoctoralͲSummer
25:Postdoctoral
2080 Student
BNonͲresidentͲContractorPrimary
30:OtherPersonnel
Rate
2077 B5:OtherPersonnelͲOther
BNonͲresidentͲContractorSecondary
30:OtherPersonnel
Rate
2077 B5:OtherPersonnelͲOther
BNonͲresidentͲContractorTertiary
30:OtherPersonnel
Rate
2077 B5:OtherPersonnelͲOther
CostElement
CoeusCode
CoeusCostElement/Subcode
PRIMARY
TERTIARY
104
SECONDARY
PRIMARY
SUMMER
TERTIARY
SECONDARY
PRIMARY
TERTIARY
SECONDARY
PRIMARY
SUMMER
TERTIARY
SECONDARY
PRIMARY
SUMMER
TERTIARY
SECONDARY
PRIMARY
TERTIARY
FringeBenefitType
12/2/2014
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
7:TravelͲDomestic
7:TravelͲDomestic
23:TravelͲForeign
C40602
C40612
C40622
C40632
C40642
C40652
C40702
C40902
C41102
C41202
C41302
C41602
C41702
C41992
C43482
Travel
D33112
D33212
D33602
05/21/2015
20:Equipment
20:Equipment
C40302
C40502
DInͲStateTravel
DOutͲofStateTravel
DForeignTravel
CMusicalInstruments&Equipment
COfficeEquipment(includingCopy
Machines)
CShopMachinery&Tools
CVehicles
CLivestock
CComponentsforConstructed
Equipment
CAgricultureandGroundEquipment
CArtObjects&Collectibles
CAudioVisual&Photography
Equipment
CCommunicationEquipment
CComputers,Administrative,$5000or
more
CComputers,Academic/Research,
$5000ormore
CSoftware,Administrative,$5000or
more
CSoftware,Academic/Research,
$5000ormore
COtherDataProcessingEquipment,
Administrative
COtherDataProcessingEquipment,
Academic/Research
CFurniture
CLaboratoryEquipment
CMarineEquipment
20:Equipment
20:Equipment
C40102
C40202
3311
3321
3360
4348
4130
4160
4170
4199
4120
4065
4070
4090
4110
4064
4063
4062
4061
4060
4030
4050
4010
4020
2078
BNonͲresidentͲFellowTertiaryRate
30:OtherPersonnel
B20785T
Equipment
B20785S
2078
D1:DomesticTravel
D1:DomesticTravel
D2:ForeignTravel
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
CategoryonGgovForm:basedon
Subcode CoeusBudgetCategory
CoeusBudgetCategoryͲ
Default
Description
BNonͲresidentͲFellowSecondary
30:OtherPersonnel
Rate
CostElement
CoeusCode
CoeusCostElement/Subcode
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
MTDC
MTDC
MTDC
TDC
TDC
TDC
Excluded TDC
Excluded
Excluded
Excluded
Excluded
Excluded TDC
Excluded
Excluded
Excluded
Excluded
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
F&AApplied
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
105
TERTIARY
SECONDARY
FringeBenefitType
12/2/2014
2710
ETravelͲTrainee,F&A
ESustinenceͲTrainee,F&A
EStipendsͲTrainee,F&A
EOtherͲTrainee,F&A
ETuitionͲTrainee,noF&A
EFeesͲTrainee,noF&A
EHealthInsuranceͲNSFTrainee,no
F&A
ETravelͲNSFTrainee,noF&A
ESustinenceͲNSFTrainee,noF&A
EStipendsͲNSFTrainee,noF&A
EOtherͲNSFTrainee,noF&A
EStipendsͲNSFREU,F&A
31:Trainee/Participant
CostsͲTravel
36:Trainee/Participant
CostsͲSubsistence
32:Trainee/Participant
CostsͲStipends
2:Trainee/Participant
CostsͲother
35:Trainee/Participant
CostsͲTuition
35:Trainee/Participant
CostsͲTuition
35:Trainee/Participant
CostsͲTuition
31:Trainee/Participant
CostsͲTravel
36:Trainee/Participant
CostsͲSubsistence
32:Trainee/Participant
CostsͲStipends
2:Trainee/Participant
CostsͲother
32:Trainee/Participant
CostsͲStipends
E27102F
E33212F
E33112F
E20752F
E20732F
E27752TN
E27752FN
E27102N
E33212N
E33112N
E20752N
E20732N
E20752SF
05/21/2015
2775
EHealthInsuranceͲTrainee,F&A
35:Trainee/Participant
CostsͲTuition
2075
2073
2075
3311
3321
2775
2073
2075
3311
3321
2710
2775
EFeesͲTrainee,F&A
35:Trainee/Participant
CostsͲTuition
E27752FF
2775
ETuitionͲTrainee,F&A
35:Trainee/Participant
CostsͲTuition
E2:Participant/TraineeSupportCostsͲ
Stipends
MTDC
TDC
E5:Participant/TraineeSupportCostsͲ
Other
Excluded TDC
E2:Participant/TraineeSupportCostsͲ
Stipends
Excluded TDC
E4:Participant/TraineeSupportCostsͲ
Subsistence
Excluded TDC
E3:Participant/TraineeSupportCostsͲ
Travel
Excluded TDC
E1:Participant/TraineeSupportCostsͲ
Tuition/Fees/HealthInsurance
Excluded TDC
N/A
N/A
N/A
N/A
N/A
N/A
N/A
E1:Participant/TraineeSupportCostsͲ
Tuition/Fees/HealthInsurance
Excluded TDC
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
TDC
TDC
TDC
TDC
TDC
TDC
12/2/2014
106
FringeBenefitType
E1:Participant/TraineeSupportCostsͲ
Tuition/Fees/HealthInsurance
Excluded TDC
E5:Participant/TraineeSupportCostsͲ
Other
MTDC
E2:Participant/TraineeSupportCostsͲ
Stipends
MTDC
E4:Participant/TraineeSupportCostsͲ
Subsistence
MTDC
E3:Participant/TraineeSupportCostsͲ
Travel
MTDC
E1:Participant/TraineeSupportCostsͲ
Tuition/Fees/HealthInsurance
MTDC
E1:Participant/TraineeSupportCostsͲ
Tuition/Fees/HealthInsurance
MTDC
TDC
F&AApplied
E1:Participant/TraineeSupportCostsͲ
Tuition/Fees/HealthInsurance
MTDC
CategoryonGgovForm:basedon
Subcode CoeusBudgetCategory
E27752TF
CostElement
CoeusBudgetCategoryͲ
CoeusCode
Default
Description
Participant/TraineeSupportCosts
CoeusCostElement/Subcode
3914
3967
3990
3991
4920
FLaboratorySupplies&Materials
FOfficeSupplies
FAgricultureSupplies
FConferenceSupplies&Materials
FInstructionalMaterials
FPurchase/CareofAnimals
FMedicalSupplies
FMedicalDrugs&Chemicals
FAudioVisual
FOtherSupplies&Materials
FOxygen&MedicalGas
FRadioactiveMaterial
FAcademicDataProcessingSupplies
FAdministrativeDataProcessing
Supplies
FSubscriptions
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
F39142
F39162
F39182
F39222
F39242
F39262
F39302
F39462
F39502
F39522
F39642
F39672
F49202
F39912
F39902
05/21/2015
3750
FMedical/PhysicianServices
F37502
3728
FFreight&Delivery
11:Postage
19:OtherOperating
Expenses
F37282
3964
3952
3950
3946
3930
3926
3924
3922
3918
3916
3718
FPrinting&Reproduction
10:Duplicating
F37182
3210
FPostage&Mail
11:Postage
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
CategoryonGgovForm:basedon
Subcode CoeusBudgetCategory
F32102
CostElement
CoeusBudgetCategoryͲ
CoeusCode
Default
Description
OtherDirectCosts
CoeusCostElement/Subcode
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
F&AApplied
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
107
FringeBenefitType
12/2/2014
FLicenses
FOtherContractualServices
16:Software
16:Software
17:ComputerTime
17:ComputerTime
17:ComputerTime
16:Software
22:Subcontracts
F38832
F38842
F38852
F38862
F38902
F49312
F37522
05/21/2015
FWordProcessingContractual
20:Equipment
F38822
3730
FTemporaryEmployee
FAdministrativeDataProcessing
Contractual
FAdministrativeDataProcessing
Hardware/Lease
FAdministrativeDataProcessing
HardwareMaintenance
FAdministrativeDataProcessing
SoftwareRental
FAdministrativeDataProcessing
SoftwareMaintenance
FAcademicDataProcessing
Contractual
FDataProcessingTelecommunication
Contractual
20:Equipment
3726
FStudiesorConsultants
F38812
3120
FOutsideConsultants
3752
4931
3890
3886
3885
3884
3883
3882
3881
3880
3110
FHonorariums
17:ComputerTime
3720
FBookbinding
F38802
F37302
F37262
F31202
F31102
F37202
F43302
F43612
F2:OtherDirectCostsͲPublication
Costs
F3:OtherDirectCostsͲConsultant
Services
F3:OtherDirectCostsͲConsultant
Services
F3:OtherDirectCostsͲConsultant
Services
F3:OtherDirectCostsͲConsultant
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F5:OtherDirectCostsͲ
Subawards/Consortium/Contractual
Costs
CategoryonGgovForm:basedon
Subcode CoeusBudgetCategory
F1:OtherDirectCostsͲMaterialsand
FComputersͲAcademic/Research
4361 Supplies
FSensitiveEquipmentͲAudioVisual&
F1:OtherDirectCostsͲMaterialsand
Photography
4330 Supplies
Description
CoeusBudgetCategoryͲ
Default
19:OtherOperating
Expenses
19:OtherOperating
Expenses
6:Publication
Cost/Documentation/Dis
semination
21:Professional
Services/Consultant
21:Professional
Services/Consultant
21:Professional
Services/Consultant
21:Professional
Services/Consultant
CostElement
CoeusCode
CoeusCostElement/Subcode
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
F&AApplied
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
108
FringeBenefitType
12/2/2014
05/21/2015
CostElement
CoeusBudgetCategoryͲ
CategoryonGgovForm:basedon
CoeusCode
Default
Description
Subcode CoeusBudgetCategory
Senior/KeyPersonnel
AFacultySalaryͲTenured,Academic
1:SeniorPersonnel
PrimaryRate
A10112P
1011 A:Senior/KeyPerson
AFacultySalaryͲTenured,Academic
1:SeniorPersonnel
SecondaryRate
A10112S
1011 A:Senior/KeyPerson
AFacultySalaryͲTenured,Academic
1:SeniorPersonnel
TertiaryRate
A10112T
1011 A:Senior/KeyPerson
AFacultySalaryͲTenured,12mos
1:SeniorPersonnel
PrimaryRate
A10122P
1012 A:Senior/KeyPerson
AFacultySalaryͲTenured,12mos
1:SeniorPersonnel
SecondaryRate
A10122S
1012 A:Senior/KeyPerson
AFacultySalaryͲTenured,12mos
1:SeniorPersonnel
TertiaryRate
A10122T
1012 A:Senior/KeyPerson
AFacultySalaryͲTenured/NonͲ
1:SeniorPersonnel
tenured,Summer
A20802M
2080 A:Senior/KeyPerson
AFacultySalaryͲNonͲtenured,
AcademicPrimaryRate
1:SeniorPersonnel
1015 A:Senior/KeyPerson
A10152P
AFacultySalaryͲNonͲtenured,
1:SeniorPersonnel
AcademicSecondaryRate
A10152S
1015 A:Senior/KeyPerson
AFacultySalaryͲNonͲtenured,
1:SeniorPersonnel
AcademicTertiaryRate
A10152T
1015 A:Senior/KeyPerson
AFacultySalaryͲNonͲtenured,12mos
PrimaryRate
1:SeniorPersonnel
1016 A:Senior/KeyPerson
A10162P
AFacultySalaryͲNonͲtenured,12mos
1:SeniorPersonnel
SecondaryRate
A10162S
1016 A:Senior/KeyPerson
AFacultySalaryͲNonͲtenured,12mos
1:SeniorPersonnel
TertiaryRate
A10162T
1016 A:Senior/KeyPerson
1:SeniorPersonnel
AFacultySalaryͲOverload
A20712P
2071 A:Senior/KeyPerson
CoeusCostElement/Subcode
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
F&AApplied
TERTIARY
PRIMARY
109
SECONDARY
PRIMARY
TERTIARY
SECONDARY
PRIMARY
SUMMER
TERTIARY
SECONDARY
PRIMARY
TERTIARY
SECONDARY
PRIMARY
FringeBenefitType
12/2/2014
BNonͲexemptͲStaffSecondaryRate
BNonͲexemptͲStaffPrimaryRate
BNonͲexemptͲContingentIPrimary
Rate
BNonͲexemptͲContingentI
SecondaryRate
BNonͲexemptͲContingentITertiary
Rate
BContingentIIPrimaryRate
BContingentIISecondaryRate
BContingentIITertiaryRate
BFacultySalaryͲHourlyPrimaryRate
BFacultySalaryͲHourlySecondary
Rate
BFacultySalaryͲHourlyTertiaryRate
BFacultySalaryͲNonͲtenured,
LecturerPrimaryRate
BFacultySalaryͲNonͲtenured,
LecturerSecondaryRate
BFacultySalaryͲNonͲtenured,
LecturerTertiaryRate
BFacultySalaryͲContractualPrimary
Rate
BFacultySalaryͲContractual
SecondaryRate
30:OtherPersonnel
30:OtherPersonnel
30:OtherPersonnel
30:OtherPersonnel
30:OtherPersonnel
30:OtherPersonnel
30:OtherPersonnel
30:OtherPersonnel
26:OtherProfessional
26:OtherProfessional
26:OtherProfessional
26:OtherProfessional
26:OtherProfessional
26:OtherProfessional
26:OtherProfessional
26:OtherProfessional
B10145S
B10145T
B20732P
B20735S
B20735T
B20902P
B20905S
B20905T
B20682P
B20685S
B20685T
B10182P
B10185S
B10185T
B20692P
B20695S
05/21/2015
2072
1014
BExemptͲContingentITertiaryRate
BNonͲexemptͲStaffPrimaryRate
30:OtherPersonnel
30:OtherPersonnel
B20725T
B10142P
2069
2069
1018
1018
1018
2068
2068
2068
2073
2090
2090
2090
2073
2073
1014
1014
2072
30:OtherPersonnel
B20725S
2072
BExemptͲContingentIPrimaryRate
BExemptͲContingentISecondary
Rate
1013
1013
1013
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B6:OtherPersonnelͲOther
Profressionals
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
CategoryonGgovForm:basedon
Subcode CoeusBudgetCategory
30:OtherPersonnel
BExemptͲStaffPrimaryRate
BExemptͲStaffSecondaryRate
BExemptͲStaffTertiaryRate
Description
B20722P
CostElement
CoeusBudgetCategoryͲ
CoeusCode
Default
PersonnelͲStaff/Students
30:OtherPersonnel
B10132P
30:OtherPersonnel
B10135S
30:OtherPersonnel
B10135T
CoeusCostElement/Subcode
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
F&AApplied
110
SECONDARY
PRIMARY
TERTIARY
SECONDARY
PRIMARY
TERTIARY
SECONDARY
PRIMARY
TERTIARY
PRIMARY
SECONDARY
TERTIARY
SECONDARY
PRIMARY
SECONDARY
TERTIARY
TERTIARY
PRIMARY
SECONDARY
PRIMARY
PRIMARY
SECONDARY
TERTIARY
FringeBenefitType
12/2/2014
05/21/2015
2078
B5:OtherPersonnelͲOther
Excluded TDC
BNonͲresidentͲFellowPrimaryRate
30:OtherPersonnel
MTDC
TDC
TDC
TDC
TDC
MTDC
MTDC
TDC
TDC
TDC
TDC
TDC
MTDC
MTDC
MTDC
MTDC
MTDC
TDC
TDC
MTDC
MTDC
TDC
TDC
MTDC
MTDC
TDC
TDC
MTDC
MTDC
TDC
TDC
TDC
TDC
MTDC
MTDC
MTDC
MTDC
B20782P
B20775T
B20775S
B20772P
B20802M
B10162T
B10162S
B10162P
B10152T
B10152S
B10152P
B20752M
B20755T
B20755S
B20752P
B20812M
B10202T
B10202S
B10202P
B20695T
MTDC
F&AApplied
CoeusBudgetCategoryͲ
CategoryonGgovForm:basedon
Default
Description
Subcode CoeusBudgetCategory
BFacultySalaryͲContractualTertiary
B6:OtherPersonnelͲOther
26:OtherProfessional
Rate
2069 Profressionals
BGraduateͲGraduateAssistant
B2:OtherPersonnelͲGraduate
27:GraduateStudents
PrimaryRate
1020 Students
BGraduateͲGraduateAssistant
B2:OtherPersonnelͲGraduate
27:GraduateStudents
SecondaryRate
1020 Students
BGraduateͲGraduateAssistant
B2:OtherPersonnelͲGraduate
27:GraduateStudents
TertiaryRate
1020 Students
BGraduateͲGraduateAssistant
B2:OtherPersonnelͲGraduate
Summer
27:GraduateStudents
2081 Students
28:Undergraduate
BUndergraduateͲStudentWages
B3:OtherPersonnelͲUndergraduate
Students
PrimaryRate
2075 Student
28:Undergraduate
BUndergraduateͲStudentWages
B3:OtherPersonnelͲUndergraduate
Students
SecondaryRate
2075 Student
28:Undergraduate
BUndergraduateͲStudentWages
B3:OtherPersonnelͲUndergraduate
Students
TertiaryRate
2075 Student
B3:OtherPersonnelͲUndergraduate
28:Undergraduate
BUndergraduateͲStudentWages
Summer
Students
2075 Student
BPostDoctoralͲAcademicPrimary
B1:OtherPersonnelͲPostDoctoral
25:Postdoctoral
Rate
1015 Student
BPostDoctoralͲAcademicSecondary
B1:OtherPersonnelͲPostDoctoral
25:Postdoctoral
Rate
1015 Student
BPostDoctoralͲAcademicTertiary
B1:OtherPersonnelͲPostDoctoral
25:Postdoctoral
Rate
1015 Student
B1:OtherPersonnelͲPostDoctoral
25:Postdoctoral
BPostDoctoralͲ12mosPrimaryRate
Student
1016
BPostDoctoralͲ12mosSecondary
B1:OtherPersonnelͲPostDoctoral
25:Postdoctoral
Rate
1016 Student
B1:OtherPersonnelͲPostDoctoral
25:Postdoctoral
BPostDoctoralͲ12mosTertiaryRate
1016 Student
B1:OtherPersonnelͲPostDoctoral
BPostDoctoralͲSummer
25:Postdoctoral
2080 Student
BNonͲresidentͲContractorPrimary
30:OtherPersonnel
Rate
2077 B5:OtherPersonnelͲOther
BNonͲresidentͲContractorSecondary
30:OtherPersonnel
Rate
2077 B5:OtherPersonnelͲOther
BNonͲresidentͲContractorTertiary
30:OtherPersonnel
Rate
2077 B5:OtherPersonnelͲOther
CostElement
CoeusCode
CoeusCostElement/Subcode
PRIMARY
TERTIARY
111
SECONDARY
PRIMARY
SUMMER
TERTIARY
SECONDARY
PRIMARY
TERTIARY
SECONDARY
PRIMARY
SUMMER
TERTIARY
SECONDARY
PRIMARY
SUMMER
TERTIARY
SECONDARY
PRIMARY
TERTIARY
FringeBenefitType
12/2/2014
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
20:Equipment
7:TravelͲDomestic
7:TravelͲDomestic
23:TravelͲForeign
C40602
C40612
C40622
C40632
C40642
C40652
C40702
C40902
C41102
C41202
C41302
C41602
C41702
C41992
C43482
Travel
D33112
D33212
D33602
05/21/2015
20:Equipment
20:Equipment
C40302
C40502
DInͲStateTravel
DOutͲofStateTravel
DForeignTravel
CMusicalInstruments&Equipment
COfficeEquipment(includingCopy
Machines)
CShopMachinery&Tools
CVehicles
CLivestock
CComponentsforConstructed
Equipment
CAgricultureandGroundEquipment
CArtObjects&Collectibles
CAudioVisual&Photography
Equipment
CCommunicationEquipment
CComputers,Administrative,$5000or
more
CComputers,Academic/Research,
$5000ormore
CSoftware,Administrative,$5000or
more
CSoftware,Academic/Research,
$5000ormore
COtherDataProcessingEquipment,
Administrative
COtherDataProcessingEquipment,
Academic/Research
CFurniture
CLaboratoryEquipment
CMarineEquipment
20:Equipment
20:Equipment
C40102
C40202
3311
3321
3360
4348
4130
4160
4170
4199
4120
4065
4070
4090
4110
4064
4063
4062
4061
4060
4030
4050
4010
4020
2078
BNonͲresidentͲFellowTertiaryRate
30:OtherPersonnel
B20785T
Equipment
B20785S
2078
D1:DomesticTravel
D1:DomesticTravel
D2:ForeignTravel
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
C:Equipment
B5:OtherPersonnelͲOther
B5:OtherPersonnelͲOther
CategoryonGgovForm:basedon
Subcode CoeusBudgetCategory
CoeusBudgetCategoryͲ
Default
Description
BNonͲresidentͲFellowSecondary
30:OtherPersonnel
Rate
CostElement
CoeusCode
CoeusCostElement/Subcode
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
MTDC
MTDC
MTDC
TDC
TDC
TDC
Excluded TDC
Excluded
Excluded
Excluded
Excluded
Excluded TDC
Excluded
Excluded
Excluded
Excluded
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
Excluded TDC
F&AApplied
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
TERTIARY
112
SECONDARY
FringeBenefitType
12/2/2014
2710
ETravelͲTrainee,F&A
ESustinenceͲTrainee,F&A
EStipendsͲTrainee,F&A
EOtherͲTrainee,F&A
ETuitionͲTrainee,noF&A
EFeesͲTrainee,noF&A
EHealthInsuranceͲNSFTrainee,no
F&A
ETravelͲNSFTrainee,noF&A
ESustinenceͲNSFTrainee,noF&A
EStipendsͲNSFTrainee,noF&A
EOtherͲNSFTrainee,noF&A
EStipendsͲNSFREU,F&A
31:Trainee/Participant
CostsͲTravel
36:Trainee/Participant
CostsͲSubsistence
32:Trainee/Participant
CostsͲStipends
2:Trainee/Participant
CostsͲother
35:Trainee/Participant
CostsͲTuition
35:Trainee/Participant
CostsͲTuition
35:Trainee/Participant
CostsͲTuition
31:Trainee/Participant
CostsͲTravel
36:Trainee/Participant
CostsͲSubsistence
32:Trainee/Participant
CostsͲStipends
2:Trainee/Participant
CostsͲother
32:Trainee/Participant
CostsͲStipends
E27102F
E33212F
E33112F
E20752F
E20732F
E27752TN
E27752FN
E27102N
E33212N
E33112N
E20752N
E20732N
E20752SF
05/21/2015
2775
EHealthInsuranceͲTrainee,F&A
35:Trainee/Participant
CostsͲTuition
2075
2073
2075
3311
3321
2775
2073
2075
3311
3321
2710
2775
EFeesͲTrainee,F&A
35:Trainee/Participant
CostsͲTuition
E27752FF
2775
ETuitionͲTrainee,F&A
35:Trainee/Participant
CostsͲTuition
E2:Participant/TraineeSupportCostsͲ
Stipends
MTDC
TDC
E5:Participant/TraineeSupportCostsͲ
Other
Excluded TDC
E2:Participant/TraineeSupportCostsͲ
Stipends
Excluded TDC
E4:Participant/TraineeSupportCostsͲ
Subsistence
Excluded TDC
E3:Participant/TraineeSupportCostsͲ
Travel
Excluded TDC
E1:Participant/TraineeSupportCostsͲ
Tuition/Fees/HealthInsurance
Excluded TDC
N/A
N/A
N/A
N/A
N/A
N/A
N/A
E1:Participant/TraineeSupportCostsͲ
Tuition/Fees/HealthInsurance
Excluded TDC
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
TDC
TDC
TDC
TDC
TDC
TDC
12/2/2014
113
FringeBenefitType
E1:Participant/TraineeSupportCostsͲ
Tuition/Fees/HealthInsurance
Excluded TDC
E5:Participant/TraineeSupportCostsͲ
Other
MTDC
E2:Participant/TraineeSupportCostsͲ
Stipends
MTDC
E4:Participant/TraineeSupportCostsͲ
Subsistence
MTDC
E3:Participant/TraineeSupportCostsͲ
Travel
MTDC
E1:Participant/TraineeSupportCostsͲ
Tuition/Fees/HealthInsurance
MTDC
E1:Participant/TraineeSupportCostsͲ
Tuition/Fees/HealthInsurance
MTDC
TDC
F&AApplied
E1:Participant/TraineeSupportCostsͲ
Tuition/Fees/HealthInsurance
MTDC
CategoryonGgovForm:basedon
Subcode CoeusBudgetCategory
E27752TF
CostElement
CoeusBudgetCategoryͲ
CoeusCode
Default
Description
Participant/TraineeSupportCosts
CoeusCostElement/Subcode
3914
3967
3990
3991
4920
FLaboratorySupplies&Materials
FOfficeSupplies
FAgricultureSupplies
FConferenceSupplies&Materials
FInstructionalMaterials
FPurchase/CareofAnimals
FMedicalSupplies
FMedicalDrugs&Chemicals
FAudioVisual
FOtherSupplies&Materials
FOxygen&MedicalGas
FRadioactiveMaterial
FAcademicDataProcessingSupplies
FAdministrativeDataProcessing
Supplies
FSubscriptions
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
3:Materials
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
F39142
F39162
F39182
F39222
F39242
F39262
F39302
F39462
F39502
F39522
F39642
F39672
F49202
F39912
F39902
05/21/2015
3750
FMedical/PhysicianServices
F37502
3728
FFreight&Delivery
11:Postage
19:OtherOperating
Expenses
F37282
3964
3952
3950
3946
3930
3926
3924
3922
3918
3916
3718
FPrinting&Reproduction
10:Duplicating
F37182
3210
FPostage&Mail
11:Postage
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
F1:OtherDirectCostsͲMaterialsand
Supplies
CategoryonGgovForm:basedon
Subcode CoeusBudgetCategory
F32102
CostElement
CoeusBudgetCategoryͲ
CoeusCode
Default
Description
OtherDirectCosts
CoeusCostElement/Subcode
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
F&AApplied
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
114
FringeBenefitType
12/2/2014
FLicenses
FOtherContractualServices
16:Software
16:Software
17:ComputerTime
17:ComputerTime
17:ComputerTime
16:Software
22:Subcontracts
F38832
F38842
F38852
F38862
F38902
F49312
F37522
05/21/2015
FWordProcessingContractual
20:Equipment
F38822
3730
FTemporaryEmployee
FAdministrativeDataProcessing
Contractual
FAdministrativeDataProcessing
Hardware/Lease
FAdministrativeDataProcessing
HardwareMaintenance
FAdministrativeDataProcessing
SoftwareRental
FAdministrativeDataProcessing
SoftwareMaintenance
FAcademicDataProcessing
Contractual
FDataProcessingTelecommunication
Contractual
20:Equipment
3726
FStudiesorConsultants
F38812
3120
FOutsideConsultants
3752
4931
3890
3886
3885
3884
3883
3882
3881
3880
3110
FHonorariums
17:ComputerTime
3720
FBookbinding
F38802
F37302
F37262
F31202
F31102
F37202
F43302
F43612
F2:OtherDirectCostsͲPublication
Costs
F3:OtherDirectCostsͲConsultant
Services
F3:OtherDirectCostsͲConsultant
Services
F3:OtherDirectCostsͲConsultant
Services
F3:OtherDirectCostsͲConsultant
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F4:OtherDirectCostsͲADP/Computer
Services
F5:OtherDirectCostsͲ
Subawards/Consortium/Contractual
Costs
CategoryonGgovForm:basedon
Subcode CoeusBudgetCategory
F1:OtherDirectCostsͲMaterialsand
FComputersͲAcademic/Research
4361 Supplies
FSensitiveEquipmentͲAudioVisual&
F1:OtherDirectCostsͲMaterialsand
Photography
4330 Supplies
Description
CoeusBudgetCategoryͲ
Default
19:OtherOperating
Expenses
19:OtherOperating
Expenses
6:Publication
Cost/Documentation/Dis
semination
21:Professional
Services/Consultant
21:Professional
Services/Consultant
21:Professional
Services/Consultant
21:Professional
Services/Consultant
CostElement
CoeusCode
CoeusCostElement/Subcode
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
F&AApplied
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
115
FringeBenefitType
12/2/2014
F46002
F27752
F51502
F51302
F49702
F43602
F39532
F37552
F37542
05/21/2015
Excluded TDC
4600
FStudentAid
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
2775
13:EquipmentRental
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
8:Alterationsand
Renovations
8:Alterationsand
Renovations
19:OtherOperating
Expenses
19:OtherOperating
Expenses
F37172
FTuitionWaiverGradAsst
22:Subcontracts
19:OtherOperating
Expenses
FX7042
N/A
22:Subcontracts
FX7032
Excluded TDC
22:Subcontracts
FX7022
TDC
N/A
TDC
TDC
TDC
N/A
N/A
N/A
TDC
TDC
TDC
Excluded TDC
Excluded TDC
MTDC
MTDC
MTDC
N/A
N/A
N/A
N/A
N/A
N/A
Excluded Excluded N/A
MTDC
MTDC
MTDC
Excluded Excluded N/A
MTDC
Excluded Excluded N/A
N/A
N/A
N/A
22:Subcontracts
FX7012
TDC
Excluded TDC
MTDC
12/2/2014
116
FringeBenefitType
Excluded TDC
22:Subcontracts
F37342
F37162
22:Subcontracts
F37322
F&AApplied
CategoryonGgovForm:basedon
Subcode CoeusBudgetCategory
F5:OtherDirectCostsͲ
Subawards/Consortium/Contractual
FSubcontractGREATERTHAN$25,000
3732 Costs
F5:OtherDirectCostsͲ
Subawards/Consortium/Contractual
FSubcontractLESSTHAN$25,000
3734 Costs
F5:OtherDirectCostsͲ
FSubcontractͲNIH,directcostsdonot
Subawards/Consortium/Contractual
applyF&A
X701 Costs
F5:OtherDirectCostsͲ
FSubcontractͲNIH,directcostsAPPLY
Subawards/Consortium/Contractual
F&A
X702 Costs
F5:OtherDirectCostsͲ
FSubcontractͲNIH,indirectcostsdo
Subawards/Consortium/Contractual
notapplyF&A
X703 Costs
F5:OtherDirectCostsͲ
FSubcontractͲNIH,indirectcosts
Subawards/Consortium/Contractual
APPLYF&A
X704 Costs
F6:OtherDirectCostsͲEquipmentor
FEquipmentMaintenance&Repair
3716 FacilityRental/UserFees
F6:OtherDirectCostsͲEquipmentor
FEquipmentRental
3717 FacilityRental/UserFees
F6:OtherDirectCostsͲEquipmentor
FWindTunnel
3754 FacilityRental/UserFees
F6:OtherDirectCostsͲEquipmentor
FFMRICenter
3755 FacilityRental/UserFees
F6:OtherDirectCostsͲEquipmentor
FEquipment<$5,000
3953 FacilityRental/UserFees
F6:OtherDirectCostsͲEquipmentor
FComputersͲAdministrative
4360 FacilityRental/UserFees
F6:OtherDirectCostsͲEquipmentor
FRent
4970 FacilityRental/UserFees
F7:OtherDirectCostsͲAlterationsand
FAdditions&MajorRenovation
5130 Renovations
F7:OtherDirectCostsͲAlterationsand
FProjectAccountingDesign
5150 Renovations
CoeusBudgetCategoryͲ
Default
Description
CostElement
CoeusCode
CoeusCostElement/Subcode
F8:OtherDirectCostsͲOther
3140
3220
3250
3285
3315
3611
3612
3613
3614
3615
3641
3642
3643
3644
3645
3646
FPrizesandAwards
FTelephoneExpense
FCommunicationͲConnectNetwork
FCommunicationEquipment<$5,000
FCommunicationEquipmentͲRental
FCellPhone
FBusinessMeals
FLease,MotorVehicle
FGas&Oil,MotorVehicle
FMaintenance&Repair,Motor
Vehicle
FInsurance,MotorVehicle
FGarageRent,MotorVehicle
FLease,Watercraft
FGas&Oil,Diesel,Watercraft
FMaintenance&Repair,Watercraft
FInsurance,Watercraft
FBoat/ShipRental
FDiesel,Watercraft
12:Telephone,Fax
12:Telephone,Fax
12:Telephone,Fax
12:Telephone,Fax
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
F32302
F32402
F32502
F32852
F36462
F36452
F36442
F36432
F36422
F36412
F36152
F36142
F36132
F36122
F36112
F33152
F31402
F32202
05/21/2015
F8:OtherDirectCostsͲOther
3130
FResearchStudyGrants
F31302
3240
3230
2776
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
FTuitionWaiverEmployee
F27762
F46102
4610
CategoryonGgovForm:basedon
Subcode CoeusBudgetCategory
FTuitionScholarship/Fellowship
Description
CoeusBudgetCategoryͲ
Default
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
12:Telephone,Fax
CostElement
CoeusCode
CoeusCostElement/Subcode
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
TDC
MTDC
TDC
Excluded TDC
MTDC
MTDC
MTDC
MTDC
Excluded TDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
MTDC
Excluded TDC
Excluded TDC
F&AApplied
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
117
FringeBenefitType
12/2/2014
F99972
F49992
F37472
F37462
F37242
F37362
CoeusBudgetCategoryͲ
Default
15:
Communications/Market
ing
5:VertebrateAnimals
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
19:OtherOperating
Expenses
05/21/2015
CostElement
CoeusCode
CoeusCostElement/Subcode
3724
3736
3746
3747
4999
9997
FFoodServices
FConferenceServices
FOther
FCASLFee
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
F8:OtherDirectCostsͲOther
CategoryonGgovForm:basedon
Subcode CoeusBudgetCategory
FAdvertisingͲGeneral
FCareofAnimals
Description
TDC
TDC
TDC
TDC
TDC
Excluded TDC
MTDC
MTDC
MTDC
MTDC
MTDC
F&AApplied
N/A
N/A
N/A
N/A
N/A
N/A
118
FringeBenefitType
12/2/2014
34:CalculatedCosts
PRHTINDC
05/21/2015
34:CalculatedCosts
PRHTDIRC
ProposalHierarchyCostElements
Total Direct Cost for Proposal
Hierarchy
Total Indirect Cost for Proposal
Hierarchy
CostElement
CoeusBudgetCategoryͲ
CategoryonGgovForm:basedon
CoeusCode
Default
Description
Subcode CoeusBudgetCategory
PHSFellowshipandResearchTrainingbudgetͲspecificelements
19:OtherOperating
PHSFellowshipSupplementalͲE
Expenses
FTuitionScholarship/Fellowship
F46102
4610 Budget
PHSFellowshipSupplementalͲE
19:OtherOperating
Expenses
FStudentAid/Stipend
F46002
4600 Budget
19:OtherOperating
Expenses
TPHSTuitionforOthers
T46102OC
4610 PHSTrainingBudgetothercostelement
19:OtherOperating
TPHSTuitionforPostDocDegree
PHSTrainingBudgetPostDocDegree
Expenses
Seeking
T46102PD
4610 Tuition
TPHSTuitionforPostDocNonͲDegree
PHSTrainingBudgetPostDocNonͲ
19:OtherOperating
Expenses
Seeking
4610 DegreeTuition
T46102PN
19:OtherOperating
TPHSTuitionforPreDocDualDegree
PHSTrainingBudgetPreDocDual
Expenses
Seeking
T46102RD
4610 DegreeTuition
19:OtherOperating
TPHSTuitionforPreDocSingleDegree
PHSTrainingBudgetPreDocSingle
Expenses
Seeking
T46102RS
4610 DegreeTuition
TPHSTuitionforUndergraduateCost
19:OtherOperating
Expenses
Element
4610 PHSTrainingBudgetUndergradTuition
T46102UC
19:OtherOperating
Expenses
T49992RE
TPHSTrainingRelatedExpenses
4999 PHSTrainingBudgetRelatedExpenses
19:OtherOperating
Expenses
T33604TF
TPHSTrainingTravelForeign
3360 PHSTrainingBudgetTraineeTravel
19:OtherOperating
Expenses
T33114TS
TPHSTrainingTravelInState
3311 PHSTrainingBudgetTraineeTravel
19:OtherOperating
Expenses
T33214TO
TPHSTrainingTravelOutofState
3321 PHSTrainingBudgetTraineeTravel
CoeusCostElement/Subcode
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
TDC
excluded TDC
excluded TDC
excluded TDC
excluded TDC
excluded TDC
excluded TDC
TDC
TDC
TDC
TDC
MTDC
MTDC
MTDC
MTDC
MTDC
N/A
N/A
N/A
N/A
119
FringeBenefitType
excluded TDC
F&AApplied
12/2/2014
Section7
Coeusemails&DRIF
form
05/21/2015
120
05/21/2015
121
05/21/2015
Data in Coeus field updated
during the routing process; data
over ride
Proposal is submitted/Final ORA
approval
An attachment in the Narrative
Module is changed
Approver rejects a proposal
Approver at map level passes
approval to another (nonmapped) user
Approver added a map level
Map level approvers bypassed by
ORA
Each alternate approver at a map’s level
If alternate: You are designated as
an alternate approver for this
proposal
Proposal is approved by other
user
Proposal [number] is submitted to
sponsor. The institute proposal
number is [Institute Prop. Num].
[Unit Number] – Notification– PI
[PI Name]
[Unit Number] – Proposal
[number] is submitted– PI [PI
Name]
Aggregators
122
All approvers on map whose level has
already approved.
Module no. refers to the line number of the
attachment changed.
Aggregators
Proposal rejected by other user.
All approvers at the current level and all
Comments: reason for rejection
proposal’s aggregators
as added by other user
Your approval has been bypassed All approvers at a current level
by OSP because of an approaching
deadline.
Comments: CA may have added
additional comments
Proposal is passed by other user
All approvers at current level. The person to
which the proposal is passed ŵƵƐƚ approve
the proposal before it goes to the next level
[Name] has been added as an
Aggregators for proposal. The new approver,
approver/alternate approver to
or alternate, ŵƵƐƚ approve proposal before
[Proposal Number] by [Name]
it goes to the next level
Proposal is rejected by other user All approvers at the current level of the map
and proposal’s aggregators
Each person at map’s level other than
approver.
ZĞĐŝƉŝĞŶƚ
Primary approver at map’s level
ŵĂŝůDĞƐƐĂŐĞ
If Primary approver: Please
approve this proposal
Narrative module details for
Proposal [number], Module No.
have been changed. Narrative
Type; Module Description
Field name for proposal [number]
has been changed to [new value].
[Unit Number] – Proposal
[number] is Rejected– PI [PI
Name]
[Unit Number] –Notification:
Narrative change in Proposal
[number] – PI [PI Name]
[Unit Number] – Approver
Added– PI [PI Name]
[Unit Number] – Proposal
[number] is Passed– PI [PI Name]
[Unit Number] – Proposal
[number] is approved– PI [PI
Name]
[Unit Number] – Proposal
[number] is Rejected– PI [PI
Name]
[Unit Number] – Proposal
[number] is Bypassed– PI [PI
Name]
Other user approves proposal at
your level of the map
Other approver has rejected
proposal
ŵĂŝů^ƵďũĞĐƚ
[Unit Number] – Proposal
[number] is waiting for approval –
PI [PI Name]
ĐƚŝŽŶ
Proposal is ready for your
approval – done at each level of
the routing map
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This form may be used only by departments creating Grants.gov proposals in Coeus for system to system submission. This form
will be used to update faculty PIs’/Co-PIs’/Project Personnel’s’ DRIF and Credit Percentages in Institute Proposal and Award
modules. Approval in Coeus indicates approval of the information below. This form must be attached to the Narrative module
in Proposal Development before proposal is submitted for routing. Use additional forms as needed.
Proposal Development Number:
Proposal Title:
W/
ƌĞĚŝƚ
Name
College
College
College
College
% credit for Project
% Credit for PI/PD
% Credit for PI/PD
% Credit for PI/PD
% Credit for PI/PD
Unit Total for
Investigator
Dept.
Dept.
Dept.
Dept.
ŽͲW/ ŽƌŽƚŚĞƌWƌŽũĞĐƚWĞƌƐŽŶŶĞů
ƌĞĚŝƚ
Name
College
College
College
College
% credit for Project
% Credit for PI/PD
% Credit for PI/PD
% Credit for PI/PD
% Credit for PI/PD
Unit Total for
Investigator
Dept.
Dept.
Dept.
Dept.
ŽͲW/ŽƌŽƚŚĞƌWƌŽũĞĐƚWĞƌƐŽŶŶĞů
Name
College
College
College
College
ŽͲW/ ŽƌŽƚŚĞƌWƌŽũĞĐƚWĞƌƐŽŶŶĞů
ŽͲW/ ŽƌŽƚŚĞƌWƌŽũĞĐƚWĞƌƐŽŶŶĞů
100%
% credit for Project
% Credit for PI/PD
% Credit for PI/PD
% Credit for PI/PD
% Credit for PI/PD
Unit Total for
Investigator
100%
ƌĞĚŝƚ
Dept.
Dept.
Dept.
Dept.
05/21/2015
% credit for Project
% Credit for PI/PD
% Credit for PI/PD
% Credit for PI/PD
% Credit for PI/PD
Unit Total for
Investigator
ƌĞĚŝƚ
Dept.
Dept.
Dept.
Dept.
Name
College
College
College
College
100%
ƌĞĚŝƚ
Dept.
Dept.
Dept.
Dept.
Name
College
College
College
College
100%
% credit for Project
% Credit for PI/PD
% Credit for PI/PD
% Credit for PI/PD
% Credit for PI/PD
Unit Total for
Investigator
dŽƚĂůWƌŽũĞĐƚƌĞĚŝƚ
100%
ϭϬϬй
123