Institution Type
FOP
For Profit Organization
FED
Federal
NOP
Private Non-Profit
GEN
General
STA
State
SMB
Small Business
LOC
Local
MIN
Minority Business
WOB
Woman-Owned Business
PeopleSoft Grants delivers the values in the table above as system
data. The values map specifically to proposal forms, so you should
not modify them.
Institution Attribute Type
ORG_COMP_CO Organizational Component Code
CGRS_DIST
Congressional District
DUNS
DUNS Number
SAS
Same as Sponsor
PeopleSoft Grants delivers the values in the table above as system
data. The values map specifically to proposal forms, so you should
not modify them.
NOTE: We put them in as "character" - "numeric" is the other option - easy to change
Institution Audit Type
A-133
A-133 Audit
DCAA
Defense Contract Agency Audit
FIN
Financial Audit
PRG
Program Audit
The team will need to decide what (if anything) to be entered here
Does not say that this is required.
Institution Certification Type
AGE
ANIMA
BGINV
CIVIL
COI
DEBAR
DRUGO
FEDDT
FSWED
GMPRP
HISTR
HNDCP
HUMAN
ICA
INVPT
LOBBY
MICON
NEPA
PRIVL
ROA
SEXDE
Age Discrimination
Vertebrate Animals
Beginning Investigator
Civil Rights
Financial Conflict of Interest
Debarment and Suspension
Drug-Free Workplace
Delinquent Federal Debt
Facilitate Scientists w/Disab
Group Proposal
Historical Places
Handicapped Individuals
Human Subjects
International Cooperative Activity
Inventions and Patents
Lobbying Activities
Research Misconduct
National Environmental Policy
Proprietary/Priviledged Info
Research Opportunity Award
Sexual Discrimination
03/27/2002
SMGER
Small Grant Exploratory Research
SMOKE
Smoke Free Environment
The notes say that PeopleSoft will deliver
this table populated with certification types from Transaction Set 194.
We will be able to enter new certifications when circumstances require.
Budget Category Types
ANIM
Animal
CONS
Consortium/Consultant
TRVL
Travel
OTHR
Other
PERS
Personnel
The above four categories were entered into UOD01, and used in the next section - however,
it was noted that other categories should probably be added - such as Supplies, Equipment, Travel
We also checked the "Map Modular" box on all 4 that were entered. This refers to being able
to use the category type on a Modular Research Grant Application.
Budget Categories
PERSON
Personnel
SRPERS
Senior Personnel
OSPERS
Other Senior Personnel
couldn't enter second "s"
PSTDOC
Postdoctoral Associates
OTPROF
Other Professionals
GRADST
Graduate Students
UNGRAD
Undergraduate Students
CLERK
Secretarial
OTPERS
Other
CONSLT
Consultant Costs
EQUIP
Equipment
SUPL
Supplies
TRAVEL
Travel
DOTRAV
Travel - Domestic
FOTRAV
Travel - Foreign
INPATI
Patient Care Costs - Inpatient
OTPATI
Patient Care Costs - Outpatient
RENO
Alterations and Renovation
OTHER
Other Expenses
SUB<25
Subaward <25k
SUB>25
Subaward >25k
SUB<25F
Consortium/Contractual Costs<25k
unable to enter - the field wasn't big enough for the "F"
SUB>25F
Consortium/Contractual Costs>25k
unable to enter - the field wasn't big enough for the "F"
STPOTH
Other Stipends
STPOST
Stipends - Post Doctoral
STPPRE
Pre-Doctoral Stipends
TUITIO
Tuition, Fees and Insurance
TRNTRV
Trainee Travel
TRNEXP
Training Related Expenses
PTSTIP
Participant Support - Stipends
PTTRAV
Participant Support - Travel
PTSUBS
Participant Support - Subsistence
PTOTHR
Participant Support - Other
PBLCTN
Publication/Documentation
SUPLNO
Supplies - No F&A
OTHRNO
Other Expenses No F&A
COMPTR
Computer Services
PeopleSoft Grants delivers the values in the table above as system
data. The values map specifically to proposal forms, so you should
not modify them.
NOTE: We used "Tree SetID" of UOD01, and Tree Name of GM_FA_BASE1
We will need to go into correction mode and enter the LEVEL and NODE
Budget Category Types were used on this screen so if it turns out we enter more
category types, we will need to update some of these categories
Institution Facilities and Administration Rate Type
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
ONC
OFFC
PUBLIC
STATE
AGON
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
Federal Research AG On Campus 29.0%
State Research AG On Campus 27.0%
Industry Research AG On Campus 29.0%
Federal Research AG Off Campus 23.3%
State Research AG Off Campus 23.3%
Industry Research AG Off Campus 23.3%
Federal Research On Campus 51.0%
State Research On Campus 38.0%
Industry Research On Campus 51.0%
Federal Research Off Campus 26.6%
State Research Off Campus 26.6%
Industry Research Off Campus 26.6%
Federal Service On Campus 40.5%
State Service On Campus 32.0%
Industry Service On Campus 40.5%
Federal Service Off Campus 25.0%
State Service Off Campus 25.0%
Industry Service Off Campus 25.0%
Federal Training On Campus 46.3%
State Training On Campus 32.0%
Industry Training On Campus 46.3%
Federal Training Off Campus 34.8%
State Training Off Campus 27.0%
Industry Training Off Campus 34.8%
On-Campus
Off-Campus
Public Service
State
College of Ag - On-Campus
Federal Research AG On Campus 29.0%
State Research AG On Campus 27.0%
Industry Research AG On Campus 29.0%
Federal Research AG Off Campus 23.3%
State Research AG Off Campus 23.3%
Industry Research AG Off Campus 23.3%
Federal Research On Campus 51.0%
State Research On Campus 38.0%
Industry Research On Campus 51.0%
Federal Research Off Campus 26.6%
State Research Off Campus 26.6%
Industry Research Off Campus 26.6%
Federal Service On Campus 40.5%
State Service On Campus 32.0%
Industry Service On Campus 40.5%
Federal Service Off Campus 25.0%
State Service Off Campus 25.0%
Industry Service Off Campus 25.0%
Federal Training On Campus 46.3%
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
inactivated
20
21
22
23
24
State Training On Campus 32.0%
Industry Training On Campus 46.3%
Federal Training Off Campus 34.8%
State Training Off Campus 27.0%
Industry Training Off Campus 34.8%
inactivated
inactivated
inactivated
inactivated
inactivated
Institution Facilities and Administration Base Type
MTDC
SALWAG
FTDC
NOCB
MTDC1
BARTOL
FTDC1
OHMAN
REU
Modified Total Direct Costs (chg benefits)
Salary and Wages
Fixed Total Direct Cost
No Overhead Charge Benefits
Modified Total Direct Costs (no benefits)
Bartol - Old Grants
Fixed Total Direct Cost (no benefits)
O/H Manually Calculated
Research Experience for Undergrad REU
*
*
Sponsor Types
FED
Federal
INDU
Industry
FDN
Foundation
HIED
Higher Education
STAT
State
OTHR
Other
We entered the above 6 sponsor types. It's our decision whether to enter more.
Sponsor Levels
DIV
Division
PRIM
Primary
PROG
Program
SUB
Sub-Sponsor
We entered the above 4 sponsor levels. More can be added
Sponsor Program Types
INST
Instruction
PUBL
Public Service
RSRC
Research
TRAIN
Training
REU
Research Experience for Undergraduate
AASERT
Augmentation Awards for Science
NRSA
National Research Service Award
We entered the above 7, more can be added if necessary
Sponsor Forms
PHS2590
NIH Application for Continuation Grant
had to enter as PHS259 - the 0 wouldn't fit
NIHMOD
NIH Modular
NSF993
NSF 993 Proposal Forms
PHS398
PHS 398 Grants Application
We entered the above 4 since the documentation says they are required
Sponsor Guidelines
SAS
Same as Sponsor
FLYAM
Fly American Act
EXPAUT
Expanded Authorities
EQUIP
Equipment
SALCAP
Salary Cap
We entered the above 5 guidelines. More can be added. MBE/WBE?
Proposal Resource Types
LABOR
Laboratory
CLINI
Clinical
ANIMA
Animal
COMPU
Computer
OFFIC
Office
OTHER
Other
MAJOR
Major Equipment
RESOU
Other Resources
These were entered since PS documentation said they must be there
Proposal Keywords
AIDS
ENGINEERING
GEOSCIENCES
PSYCHOLOGY
AIDS Research
Engineering
Geosciences
Psychology
Proposal Component
ADMINISTRATIVE Administrative Components
BUDGET
Budget Plan
RESEARCH
Research Plan
Proposal/Award Purpose
BARE
CLIN
INST
TRNG
Basic Research
Clinical Research
Instructional Research
Training Activities
Award Line Type
AWD
Sponsored Program Award
Project Types
BUILD
CAPTL
CONST
GOVT
INTER
MANUF
RSRCH
RSTRN
SERV
SUMM
Build Asset
Capital Project
Construction Project
Government Project
Internal Project
Manufacturing Project
Research
Research Training Grant
Service Project
Summary/Rollup
Activity Types
RSRCH
Research
Status Types
A
Approved
C
F
P
R
B
X
Closed
Future/Pending
Pending
Rejected
Pre-Award
Withdrawn
Events
BILL
Billing
Workbreakdown Structure
WBS1
wbs1 test
Analysis Types
ADR
ADV
BAJ
BIL
BLD
BRT
CFA
DEF
DSC
FCC
FTC
OLT
ORD
PCA
PCL
REB
REQ
RRT
SCH
SFA
WFA
WTO
Advance Reversal
Advances
Billing Adjustment
Billable Amount
Billed Amount
Billing Retainage
Cost Sharing F&A
Deferred Amount
Billing Discount
Completion Cost
Forecast Cost to Complete
Over Limit Amount
Order
Profile Adjustment
Profile Cost Summary
Rebate
Requisition
Released Billing Retainage
Scheduled Bill Lines
Sponsor F&A
Waived F&A
Write Off
Analysis Groups
ACT
ALL
BIL
CLOSE
CRQ
BUD
CSCOM
COM
BLD
CBU
CSTSH
FNA
FOR2C
GMACT
GMADJ
OPENC
POADJ
Actuals
All Analysis Types
Billings
Grants to Asset Management
Cost Shared Requisitions
Sponsor Budget Amount
Cost Sharing Commitments
Commitments
Worksheet to PROJ_RESOURCE
Cost Sharing Budget Amount
Cost Sharing Analysis Types
Facilities and Administration
Forecast Cost at Completion
Grant Reporting Actual Expense
Grants - Asset Mgmnt Prof Adj
Open Commitment Balance
Purchasing Adjustments
PRECL
REQ
RETIR
RPBUD
SCH
VARY
WKS
Grants - Asset Mgmnt Profile Sum
Requisition
Grants - Asset Mgmnt Retire Cost
Reporting Budget Amount
Schedules/Lines
Variance
Billing Worksheet Grouping
Resource Types
AFUDC
AFUDC Interest
DIRCT
Direct Costs
LABOR
Labor
MATER
Materials
OVER
Overhead
Per documentation, the above 5 types are necessary
Resource Categories
ADMIN
Administration
AIR
Travel - Airfare
HOTEL
Hotel Expense
SALRY
Salaries
TRANS
Ground Transportation
WAGES
Wages
These are the same categories in UNIV, we can add more once we
figure out the purpose
Resource Groups
ITEMS
Inventory Items
LABOR
Total Labor
MATER
Total Material
Per documentation, the above three groups are necessary
Milestone Types/Codes
AWDCL
BILL
code
code
code
code
code
FINRP
SPRPT
code
TECRP
Award Close Out
Billing
special - special billing
monthly - monthly billing
quarterly - quarterly billing
semi-annual - semi-annual billing
annual - annual billing
Financial Reports
Sponsor Special Reports
As requested by sponsor
Technical Reports
Relate Type/Category
did not enter anything until we understand purpose
Institution Profile
Description
Short Descr
University of Delaware
UD
Legal Name
University of Delaware
Institution Information
Effective date
Reports To
Federal EIN
DHHS Entity ID
Accounting Basis
Cost of Living
Institution Base
Institution Type
01/01/1901
516000297
156000297A1
Accrual
3.75%
MTDC
Non profit
Institution Attributes
CGRS_DIST
DUNS
At large
05-900-7500
Institution Address
Added OVPR
Institution email
Institution url
udel-ovpr@udel.edu
http://www.udel.edu
Institution Contacts
Added TWFR with Empl ID 1234 in maintain professionals
Effective date
01/01/1901
EmplID
1234
Location
OVPR
Email
BUSN
Threshold Amount 500000
Legally Bind
check
Phone
BUSN
Official Type
Authorized Inst Rep/Payee
Also added:
Richard Holsten
Rachel Strickland
Chris Cook
Dave McCarren
Dr. Roselle
Dan Rich
Gerri Hobbs
Institution F&A Rates
Effective Date
01/01/1901
Agreement Number 1234
Descr
ONR Indirect Cost Agreement
Negotiation Agency ONR
Negotiation Date
06/29/2000
Rate Status
Pre-determined
Institution Fringe Rates
Fed
Description
Rate
checked
checked
checked
Faculty/Professional
Regular (Staff)
Other (non-students)
27.50%
35.00%
7.70%
Define Institution Certification/Compliance
Descr
CIVIL
COI
DEBAR
FEDDT
Ind
Y
Y
Y
Y
Record Institution Audit Information
A-133 Chosen
SetID
UOD01
Institution ID
Audit Type
A-133
Effective Date
Program Coverage
Sponsor
Name of Auditor
KPMG
Audit Report ID
Begin Date
End Date
Report Date
Alert Number
Resolution Official
Description
Sponsors
ACHE
CFF
CG01
CTF
CU
DEMA
DOHS
DSWA
DUP
EPA
FAA
GORE
NSF
ONR
American Chemical Society
Cystic Fibrosis Foundation
Penn State University
Childrens Trust Fund
Cornell University
DE Emergency Management Agency
DE Office of Highway Safety
DE Solid Waste Authority
E. I. duPont de Nemours
Environmental Protection Agency
Federal Aviation Administration
W. L. Gore
National Science Foundation
Office of Naval Research
Resource Sub-Category
RSC1
RSC02
RSC03
Resource Sub Category Test 1
Resource Sub Category Test 2
Resource Sub Category Test 3
Trans Code
test
test trans code
Beg
12/01/2001
12/01/2001
12/01/2001
12/01/2001
End
12/02/2002
12/02/2002
12/02/2002
12/02/2002
Ref
Customer
EE01234
COI1234
DEBR1234
FEDBT1234
Phase Types
Plan
Pre-Award
Proposal
Close-out
Research
Planning phase
Pre-award phase
Proposal phase
Close-out phase
Research phase
AR Definitions
AR
Accounts Receivable
I had to establish an AR Distribution Code
Standard Note Code
THANK
HOLIDAY
Note Type
INVOICE
HOLIDAY
Thanks for paying on time
The University is closed from….