Retired Tags and Categories

Account Code Budget

_FINBUDGET

Budget

Proposal or Award

Additional Pay Form

_APF

Internal Form

Award

Budget

_FINBudget

Budget

Proposal or Award

Closeout Documents

_Closeout

Supporting Documentation

Reports

Communication re PI transfer in from another institution

_PITransferIn

Supporting Documentation

Proposal

Conflict of interest documents including financial conflict documents. Note:  This tag is only for converted records pre-PSR forms

_DEPA

Internal Form

Proposal

Contract Review Record – LASP only

_CRR

Internal Form

Award

Cost Accounting Standards Exceptions Form. (Named as:  Award#_Date_CAS)

_CAS

Internal Form

Award

Documentation of sponsor approval when a formal mod is not issued

_SponApproval

Sponsor Approvals

Approvals

Documentation of sponsor request when a formal mod is not issued

_SpReq

Supporting Documentation

Award

Emails.  Those received on the same day will be saved with the next number in succession from any already stored in the permanent record.  Use this only if a sub-tag cannot be used to further define the email contents -- so if Email1 exists, name the file Email2, and so on.

_Email1,2,3…

Supporting Documentation

Proposal, Award, Sub Documents, Reports, Closeout, Approvals, Root

Exceptions Letter

_EL

Supporting Documentation

Award

Expense Purpose Code (EPC) used when code is not research

_EPC

Internal Form

Award

Federal Demonstration Partnership Forms

_FDP

Supporting Documentation

Proposal or Award 

ICR Split Agreement

_ICRSplit

Approvals

Approvals

Intergovernmental Personnel Agreement (includes Interagency Agreement)

 _IPA

Core Documentation

Award

No Cost Extension – generic; use more specific tag when applicable

_NCE

Core Documentation

Award

Official revision submitted to sponsor. (Each additional revision saved as next sequential #, e.g., if Budget1 exists, name the file Budget2, and so on)

_Budget1.2.3…

Budget

Proposal or Award (depending on when collected)

Organizational Prior Approval

_OPAS

Internal Form

Approvals

Petty Cash/Change Fund Request

_Petty Cash/Change Fund Request

Supporting Documentation

Award

PFM or Primary Fiscal Manager Change

_PFMChange   See_DeptContactChg

Principal Investigator Approval – chair approval for ineligible personnel to be PI

_PI

Approvals

Approvals

Progress Report.  Subsequent reports would be PR1, PR2, etc.

_PR

Report

Reports

Proposed Budget in internal format (Excel format)

_Budget

Budget

Proposal or Award (depending on when collected)

Request/Approval for a deviation in the budget

_BudgetDeviation

Supporting Documentation

Award

Request/Approval to carry forward funds from one budget period to the next

_CarryForward

Supporting Documentation

Award

Request/Approval to change UCB organization number (email from SPA)

_ORGChg

Supporting Documentation

Approvals

Request/Approval to transfer funds between Accounts

_FundsTransfer

Approvals/Form  (use Form if a form is used)

Award

Revised Budget submitted to sponsor.  Each additional revision saved as next sequential # (e.g. first revision is names _Budget1, next revision is _Budget2)

_Budget1

Budget

Proposal or Award

Revised Justification. (Second revision would be J2 and so on)

_J1

Supporting Documentation

Proposal or Award (depending on when collected)

Revised Justificaton. Second revision would be BudgetJustification2, etc.

_BudgetJustification1

Supporting Documentation

Proposal or Award (depending on when collected)

Revised proposal. Second revision would be Proposal2 and so on

_Proposal1

Core Documentation

Proposal

Separately received instructions from sponsor

_SpecialInstructions

Supporting Documentation

Award

Separately received instructions on how to bill for SPA from sponsor

_BillingInstructions

Supporting Documentation

Award

Separately received policy “manuals” from sponsor

_SponsorPolicies

Supporting Documentation

Award

Sole Source Justification

_Institution_SoleSource

Internal Form

Sub Documents

Special Conditions Justification Form

_SpC

Internal Form

Proposal

Sponsor Formatted Budget. This is used when a sponsor like DOE or DOD requires a multiple worksheet budget be submitted in Excel format or an R&R Budget form is submitted separately from a Grants.gov package. (Revisions should be stored as SFB 1,2,3, etc.)

_SFB

Supporting Documentation

Proposal 

Standing IDC MOUs

_IDCMOU

Approvals

Approvals

Sub Documents Contract Review Record [Subs]

_Institution_SCRR

Internal Form

Sub Documents

The routing sheet or similar document. Note:  This is for converted records only.

_Routing

Internal Form

Award

Transmittal

_TRAN

Supporting Documentation

Proposal or Award

When an award comes in in pieces, including attachment 1, 2, 3, 4, etc. (We cannot review just the one award document before signing, but must review all attachments as well)

_Attach1, 2, 3

Supporting Documentation

Award