Retired Tags and Categories
The following tags have been retired, however, older awards may still have documents using these conventions.
Retired Document | Retired Tag | Category | Folder |
---|---|---|---|
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. | 巡1,2,3… | 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 |
Export Control Documents | _Export | Internal Approval/Disapproval | Approvals |
Federal Demonstration Partnership Forms | _FDP | Supporting Documentation | Proposal or Award |
ICR Split Agreement | _ICRSplit | Approvals | Approvals |
Intergovernmental Personnel Agreement (includes Interagency Agreement) | ʴ | 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) | ܻ岵1.2.3… | 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 |
Property -- Non-capital equipment_F&A Waiver request form | _Equip_Date_Indirect Cost Waiver | Internal Approval/Disapproval | Property |
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 |
The following categories were retired in July 2019:
- Approvals
- Core Documentation
- Internal Form