document_type_matrix

 

Document

Narrative Type

Module Title*

Instructions

Required

Internal Approver Quick Reference

INTERNAL_PSF_ Quick_Reference

Use college specified desc., Quick Facts”

Include the PSF with the quick reference comments language.

Required

Statement of Work

Narrative

Statement of Work

This should be the SOW, project description, etc.  Only one Narrative can be uploaded.

Draft required prior to routing; Final required prior to pushing to IP

Budget Justification

Budget Justification

Budget Justification

 

Required prior to routing

Project Summary, if applicable

Project Summary

Project Summary

Include the project summary (or other similar document) if applicable.

Required prior to routing if available

Form 32s1, if applicable

INTERNAL_ Cost_Share

XXXX Form 32

Identify each Form 32 by the applicable unit.  Each department’s Form 32(s) should be uploaded separately.

Required if Cost Share is included prior to routing (see exception in the notes below1)

Cost Share Spreadsheet, if applicable

INTERNAL_ Cost_Share

Cost Share Spreadsheet

For use when a cost share spreadsheet has been created.

Required if Cost Share is included from multiple units prior to routing

Budget Spreadsheet, if applicable

INTERNAL_ Budget Spreadsheet

Budget Spreadsheet

For use when a budget spreadsheet has been created.

Optional

Non-Coeus Obtained Approvals, if available

INTERNAL_ Approvals

Approvals

Use to include PI, Co-PI, and any other approvals which may have been obtained outside of Coeus.

Required either prior or after routing dependent on departmental guidelines when not obtained through Coeus

Fellowship Documents, if applicable

INTERNAL_ Fellowships

Fellowship Docs

Include all necessary fellowship documents.

Required prior to routing if applicable


Proposal Worksheet2

INTERNAL_ Proposal Worksheet

Proposal Worksheet

 

Required (see exception in the notes below2)

Route Sheet3

INTERNAL_ Route Sheet

Completed Route Sheet

Included the final completed Route Sheet with all notes from the specialist/reviewers.

Required (see exception in the notes below3)

RFP/RFA4

INTERNAL_RFP

Sponsor Request for Proposal

Includes the RFP and all corresponding amendments

Required (see exception in the notes below4)

F&A Waiver Documentation

INTERNAL_Other

F&A Waiver

Include the approved F&A Waiver request if applicable

Required prior to routing if applicable


Subcontract Information

INTERNAL_ Subcontract

Sub – XXXXX

Include the institutional letter, SOW, and budget/budget justification, F&A/Fringe Agreements, and FFATA form for the subcontract. 

Required after routing – Each subcontract should be uploaded separately (one attachment per subcontract).

Contracting Documents, if applicable

INTERNAL_ Contracting

Contracting Documents

Include any documents related to contracting that may have been discussed or included as part of the proposal process.  This also includes email correspondence from contracting.

Required after routing if applicable

Miscellaneous Other Documents, if applicable

INTERNAL_Other

Include an identifying description

Should include any important emails related to the proposal development.

As needed

Final Proposal Package

INTERNAL_ Submission Package

Full Proposal Package

Include the final pdf of the full proposal or the Grants.gov package.

Required after routing

Submission Confirmation

INTERNAL_ Submission Confirmation

Submission Confirmation

Include the submission confirmation from the sponsor.

Required if available



*This is the description of the document that will appear in CoeusLite.

[*1] Create a placeholder for the Form 32s that will be created by the clerical staff. These include Form 32s for salary cap, unrecovered, and contributed F&A. These will be uploaded after routing.

[*2] For Non-Competing Renewals, upload the Progress Report Form instead of the Proposal Worksheet.

[*3] Create a placeholder for the final completed route sheet. The clerical staff will upload this document.

[*4] A RFP/RFA will not be uploaded in the following situations; (1) there is not one available for the submission; (2) submission is for a Parent NIH grant; or (3) submission is for a NIFA AFRI grant.

 

Purdue University, 610 Purdue Mall, West Lafayette, IN 47907, (765) 494-4600

2014 Purdue University | An equal access/equal opportunity university | Copyright Complaints | Maintained by Sponsored Program Services

If you have trouble accessing this page because of a disability, please contact Sponsored Program Services at spsweb@purdue.edu.