| Document | Tag | Category | Folder |
|---|---|---|---|
|
Additional documents/materials provided to sponsor post-submission, but pre-award that were not requested with original proposal, and/or revised materials that would not warrant a fully revised Proposal document to be uploaded |
_AddDoc_[Descriptor] | Proposal Document | Proposal |
| Allocation of Rights Agreement | _STTR/SBIR | Award Document | Proposal or Award |
| Budget Justification | _BJUST | Proposal Document | Proposal |
| Budget Justification -- Revised Submitted to Sponsor. Upload new version of existing document. See Proposal Files: New Version of Existing Documents for naming conventions | _BJUST (saved as new version) | Supporting Documentation | Proposal or Award (depending on when collected) |
| Confirmation of the Proposal Submission | _CON | Proposal Document | Proposal |
| Cost Estimation Tool. Original and revised internal estimation tool saved as Excel file. For revisions documenting submission to sponsor, upload new version of existing document. See Proposal Files; New Version of Existing Documents for naming conventions | _ESTTOOL | Proposal Document | Proposal |
| Cost Sharing Form and documentation | _CSF | Cost Share | Proposal |
| Course Buyout Approval | _CourseBuyout | Internal Approval/Disapproval | Proposal |
| Emails/Correspondence/letters (This tag is used only for correspondence that does not otherwise have an attachments tag indicated in the attachments conventions.) | _Email_YYYY.MM.DD_ Topic/Optional Descriptor | Supporting Documentation (Correspondence will be tagged and categorized by purpose of the document (approval, proposal, etc.). | Proposal, Award, Sub-Documents, Reports, Closeout, Property, or Approvals |
| Exceptions. Contractual exceptions CU communicates at Pre-Award with the document separated from the proposal package document; Proposal Analyst uploads the _Exceptions document if the PA submits it with the proposal; the Contract Officer uploads if the CO submits directly to the sponsor | _Exceptions | Supporting Documentation | Proposal |
| FDP Attachment 3B for when requested prior to award, at award or mid project | _FDP 3B | Proposal or Award Document | Proposal or Award |
| Foreign Currency Exchange Rate | _EXCHRATE | Supporting Documentation | Proposal or Award |
| Foreign Exchange Risk Acceptance Form | _EXCHRISK | Supporting Documentation | Proposal or Award |
| Funding Opportunity Announcement or Solicitation | _FOA | Proposal Document | Proposal |
| Human Subject Approval – Protocol # should be linked to proposal via Approvals folder (not attached) | _IRB | Internal Approval/Disapproval | Proposal or Award |
| Internal China Assurance form (signed by PI) | _China | Proposal Document | Proposal |
| NASA FINESST Student Research Grant Post-Submission Assurance | _PSAssurance | Proposal Document | Proposal |
| NIH Data Management and Sharing (DMS) Plan – Required for all NIH research proposals (not fellowships/training grants) | _DMSPlan | Proposal Document | Proposal |
| NIH Fellowship Assurance Form | _NIH | Proposal Document | Proposal |
| NIH-specific Just-In-Time (JIT) documentation submitted to NIH after proposal submission | _JIT | Proposal Document | Proposal |
| NSF Safe & Inclusive Working Environment (SIWE) Plan – Required for any NSF project with off-site research occurring (off-site does not include subrecipient sites) | _SIWEPlan | Proposal Document | Proposal |
| Proposal Denial notification | _DENIAL | Proposal Document | Proposal |
| Proposal File Submitted to the sponsor. May include: SOW, Budget, Justification, LOC, or system generated proposal package, such as from Grants.gov, NSPIRES, eRA Commons, or FastLane | _Proposal | Proposal Document | Proposal |
| Proposal or Award Withdrawal notification and documentation of PI request for withdrawal (If prior to award notification, category and folder are Proposal and after award notification category and folder are Award) | _WITHDRAW | Proposal or Award Document | Proposal or Award |
| Proposal Submission Request and Supplemental PSR Form | _PSR | Proposal Document | Proposal |
| RBSA Budget. Used for times when a separate document needs to be included in the infoEd record for RBSAs (Rate Based Service Agreements) as a supporting budget document describing the RBSA rates used | _RBSABudget | Budget | Proposal |
| Representations and Certifications | _REPS | Supporting Documentation | Proposal or Award |
| Sponsor Formatted Proposal Budget. Used 1) when a sponsor (like DOE or DOD) requires a multiple worksheet budget be submitted in Excel format or when an R&R Budget form is submitted separately from a Grants.gov package; and/or 2) when a revised budget is submitted separate from other proposal documents to the sponsor using sponsor format. (Revisions should be uploaded. See: Proposal Files: New Version of Existing Documents for naming conventions) | _PROPBUDGET | Budget | Proposal |
| Tuition_Arrangements when Non-Allowable | _TUITION | Supporting Documentation | Proposal |