Sponsored Research Proposals User Manual Version 4.4 March 2014 FAMIS Services The Texas A&M University System . 2014 The Texas A&M University System – All Rights Reserved Introduction The purpose of this manual is to assist in accessing and utilizing information in the Sponsored Research section of Financial Accounting Management Information System (FAMIS). FAMIS is an accounting system that responds to financial regulations applicable to educational institutions. All applications access a common database that allows different users to access identical information. Other applications include Financial Accounting, Accounts Payable, Accounts Receivable, Purchasing and Fixed Assets. Manuals for these applications are being developed or are currently available. The materials are grouped according to Sponsored Research functions. All associated screens and processing information are included along with field descriptions. The required fields are designated by a diamond symbol (.). Data entry information (Help) can be accessed on some screen fields with the use of the PF2 key or typing an asterisk (*) or question mark (?) in the field. By utilizing the information and guidelines contained in this manual, a user should be able to access sponsor information, create and modify sponsors, proposals, awards, and projects. The FAMIS User Manuals are in a constant state of revision, due to screen updates, changes in procedures, or any one of a multitude of reasons. If you would like to make suggestions or call attention to errors, please contact us at (979) 458-6464, or copy the page with the error, note the correction or suggestion and send it to: College Station based: FAMIS Services The Texas A&M University System 1144 TAMU College Station, TX 77843-1144 Non-College Station based: FAMIS Services The Texas A&M University System 301 Tarrow Street College Station, TX 77840-7896 Table of Contents I Introduction PAGE 001, M01, M02, Sponsored Research Menu Screens ............................................... I-7 M03, M10 Basic Concepts ................................................................................ I-10 Mission ..................................................................................... I-10 Research Policy ........................................................................ I-10 General .................................................................................... I-10 Types of Sponsored Agreements ............................................. I-11 Preparation and Submission of Proposals and Agreements ... I-14 Sponsored Agreements Administered by TAMU Research Foundation ........................................................................ I-14 Allowability and Documentation of Costs ............................... I-14 Treatment of Direct Costs and Facil./Admin. Costs ................. I-15 Sponsored Research Proposal Terms ............................................. I-16 Sponsor Search ........................................................................ I-16 Sponsor Type ........................................................................... I-16 Proposal Search ....................................................................... I-17 Status ....................................................................................... I-17 Researcher Search ................................................................... I-17 Proposal Type .......................................................................... I-18 II Sponsor and Research Information Screen 4 Add/Modify Sponsor Information .................................................. II-3 Screen 5 Enter Sponsor Contact Information ............................................... II-7 Contact Search ......................................................................... II-7 Contact Type ............................................................................ II-8 Screen 7 Enter Sponsor Aliases ..................................................................... II-11 Drop a Sponsor Alias ................................................................ II-11 Screen 8 Enter Sponsor Classification Levels ................................................ II-13 Screen 9 Display Sponsors by Classification Levels ....................................... II-15 Screen 192 Delete a Sponsor ............................................................................ II-17 Screen 6 Add/Modify Researcher Information ............................................. II-19 III Proposal Maintenance Screen 821 Control Record Maintenance ......................................................... III-3 Screen 11 Add/Modify Proposal Information ................................................. III-4 Screen 12 Proposal General Information ........................................................ III-8 Screen 13 Enter Proposal Researcher Information ......................................... III-11 Screen 14 Enter Proposal Direct/Indirect Costs .............................................. III-14 Screen 801 Indirect Cost Base .................................................................... III-15 Screen 15 Enter Proposal Codes, Keywords, and Roll-Up Groups .................. III-18 Screen 16 Enter Proposal Compliance Codes ................................................. III-20 Screen 17 Enter Proposal Comments.............................................................. III-22 Screen 18 Display Proposal Contact Information ........................................... III-24 Table of Contents (cont’d) PAGE Screen 19 Enter Proposal Contact Information .............................................. III-26 Add New Proposal Contacts .................................................... III-26 Modify Existing Proposal Contacts .......................................... III-26 Screen 20 Display Proposal Status Logs .......................................................... III-29 Add/Modify Comments ........................................................... III-29 Proposal Status ........................................................................ III-30 Screen 21 Add/Modify Proposal Cost Sharing Data ........................................ III-31 Screen 22 Display Proposal Routing Actions ................................................... III-33 List of Proposal Actions Tracked by FAMIS .............................. III-33 Screen 90 Delete a Proposal ........................................................................... III-36 IV Proposal Inquiry Screen 30 Display Proposals for a Sponsor ..................................................... IV-3 Screen 31 Browse Proposals with a Researcher by Sponsor .......................... IV-5 Screen 32 Display Proposals for a Researcher ................................................ IV-7 Screen 33 Browse Proposals by RFP Number ................................................. IV-9 Screen 34 Browse Proposals by Keyword ....................................................... IV-11 Screen 35 Browse Proposals by System Member ........................................... IV-13 Screen 36 Browse Proposals by Prior System Number ................................... IV-15 Screen 37 Browse Proposals by Sponsor and Submit Date ............................ IV-17 Screen 38 Browse Proposals by Submit Date ................................................. IV-19 Screen 39 Browse Proposals by Status ........................................................... IV-21 Screen 40 Browse Proposals by Sponsor and Program .................................. IV-24 Screen 41 Browse Proposals by Program........................................................ IV-27 Screen 42 Browse Proposals by Compliance Code Type................................. IV-30 Screen 50 Display Linked Awards for a Proposal ............................................ IV-33 Screen 51 Display Proposal Versions .............................................................. IV-35 Screen 52 Locate Proposals from Original Version ......................................... IV-37 Screen 70 Print Proposals ............................................................................... IV-39 Printing Process ....................................................................... IV-39 V Project Proposal Transfers Screen 101 Create Projects/Awards from a Proposal ....................................... V-3 Screen 102 Create Awards from a Proposal ..................................................... V-6 Screen 103 Create Proposals from Projects/Awards ........................................ V-8 VI Appendix Instructions ..................................................................................... VI-3 Sponsored Research Screens List ................................................... VI-9 Standard PF Keys ............................................................................ VI-12 Glossary .......................................................................................... VI-15 SPR Proposal Menus The following menu screens display the screens used in the Sponsored Research Proposal Module of FAMIS. 001 – SPR Main Menu Screen 001 SPR Main Menu Screen 11/04/13 13:43 FY 2014 CC 02 Screen: ___ M01 Sponsor and Researcher Menu S01 SPR System Table Menu M02 Proposal Maintenance Menu S02 Batch Submission Menu M03 Proposal Inquiry Menu M06 Entire Connection Download/Print M10 Project / Proposal Transfer Menu AFR Annual Financial Reporting M11 Project Maintenance Menu FFX Fixed Assets Module M12 Project Inquiry Menu FRS Financial Records System M13 Cost Sharing Menu GCP General Construction Projects Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Pers SOR Menu M01 is used to list all of the sponsor and research screens available in the SPR module of FAMIS. Menu M01 – SPR Sponsor and Researcher Menu M01 SPR Sponsor and Researcher Menu 11/04/13 13:43 FY 2014 CC 02 Screen: ___ Sponsor Screens 004 Sponsor Maintenance 005 Sponsor Contact Maintenance 007 Sponsor Alias Maintenance 008 Sponsor Levels Maintenance 009 Sponsor Levels Inquiry 192 Sponsor Delete Researcher Screens 006 Researcher Maintenance Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next SPR Proposals Menu Screens (cont’d) Menu M02 lists all proposal maintenance screens. Screen 821 may be used to define which screens must be accessed for proper proposal maintenance within a specific TAMUS part. For example, Screens 11 through 17, Screen 19, Screen 21, and Screen 22 are required as part of the proposal maintenance process. Screen 18, Screen 20, and Screen 90 are not required as part of this process. Menu M02 – SPR Proposal Maintenance Menu M02 SPR Proposal Maintenance Menu 11/04/13 13:44 FY 2014 CC 02 Screen: ___ Proposal Maintenance 011 Proposal General Information - 1 012 Proposal General Information - 2 013 Proposal Researcher Information 014 Proposal Direct/Indirect Costs 015 Proposal Codes, Keywords and Roll-up Groups 016 Proposal Compliance Codes 017 Proposal Comments 018 Proposal Contact Information 019 Proposal Contact Maintenance 020 Proposal Status Log 021 Proposal Cost Sharing Data 022 Proposal Routing Actions 090 Proposal Delete Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Menu M03 in the SPR module is the Proposal Inquiry Menu Screen. This displays the screens available for viewing proposals by specific criteria. Menu M03 – SPR Proposal Inquiry Menu M03 SPR Proposal Inquiry Menu 11/04/13 13:44 FY 2014 CC 02 Screen: ___ Proposal Inquiry 030 Proposals by Sponsor 050 Linked Awards for a Proposal 031 Proposals by Sponsor with Researcher 051 Proposal Versions 032 Proposals for a Researcher 052 Proposals by Original Version 033 Proposals by RFP Number 034 Proposals by Keyword 035 Proposals by Research System Member 036 Proposals by Prior System Number 037 Proposals by Sponsor/Submit Date 070 Entire Conn. Proposal Print 038 Proposals by Submit Date 039 Proposals by Status 040 Proposals by Sponsor and Program 041 Proposals by Program 042 Proposals by Compliance Code Type Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next SPR Proposals Menu Screens (cont’d) Menu M10, the Project Proposal Transfer Menu, lists the available project/proposal transfer screens to use the SPR application functions. Menu M10 – SPR Project Proposal Transfer Menu M10 SPR Project Proposal Transfer Menu 11/04/13 13:45 FY 2014 CC 02 Screen: ___ Transfer Screens 101 Project & Award Create from a Proposal 102 Award Only Create from a Proposal 103 Proposal Create from Project / Award Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next SPR Proposals Basic Concepts Conduction research is an important part of the mission and core values of The Texas A&M University System. The Sponsored Research Module in FAMIS is designed to assist with the tracking and reporting of sponsored projects. The Proposal section handles the initiation of proposals, while the Projects section holds the data related to awarded projects. The following includes some annotated excerpts from The Texas A&M University System’s Policy and Procedures Manual which outline the basic concepts in conduction research activities. (Please see the policy in its entirety at http://www.tamus.edu/offices/policy/.) Mission The Texas A&M University System was established to provide educational opportunity and service to Texas through its universities, state agencies, and health science center (HSC). We strive for the highest quality undergraduate, graduate, and professional educational programs; outreach and community enhancement services that meet the needs of individuals and organizations, and research and knowledge generation that meet our creative needs and provides the foundation for economic development in Texas. Research Policy The Chancellor shall approve procedures submitted by the CEO of each component for the implementation of research projects funded from Federal, State, commercial, gift, or specific donated funds. Initiation of Agreements It shall be the policy of the System to cooperate whenever possible, within the limits of its means and responsibilities, with individuals, government agencies, corporations or other outside parties in the solution of problems of mutual interest. The initiative for effecting such cooperative arrangements, including the establishment of grants-in-aid for the support of research work, may be assumed either by a component of the System or by an outside party. General In accepting sponsored agreements, System components are obligated to fulfill the purposes, and to meet the requirements, of the sponsored agreement. Expenditures of funds or use of resources provided by the sponsor or cost shared by the System component are governed by the sponsored agreement and System policies and regulations. SPR Basic Concepts (cont’d) Types of Sponsored Agreements Sponsored agreements are projects and activities that are supported (in whole or in part) with funds, materials, or other resources provided by sources outside the A&M System. Sponsored agreements are included in the major functions of an institution as defined below: 1. Instruction The teaching and training activities of an institution whether offered on a credit or noncredit basis, and whether offered through regular academic departments or separate divisions, such as a summer school division or an extension division. This term does not include the training of individuals in research techniques (commonly referred to as research training) as described in 2.1(2)(a) Sponsored research. 2. Organized Research All research and development activities of an institution which are separately budgeted and accounted for. It includes the following: a. Sponsored Research All research and development activities that are externally sponsored by federal and non-federal agencies and organizations. This term includes activities involving the training of individuals in research techniques (commonly called research training) where such activities utilize the same facilities as other research and development activities and where such activities are not included in the instruction function. b. University Research All research and development activities that are separately budgeted and accounted for by the institution under an internal application of institutional funds. 3. Other Sponsored Activities Sponsored programs and projects which involve the performance of work other than instruction and organized research. Examples are health service projects and community service programs. SPR Basic Concepts (cont’d) Sponsored Agreements Definitions 1. Contracts An award by a sponsor to procure goods or services (including research) needed by the sponsor. Contracts awarded by federal agencies are usually subject to the Federal Acquisition Regulation. a. Cost Reimbursement Contract A contract issued on the basis of an estimate of the cost of performing the work arrived at by negotiation between the sponsor and the contractor. The contract provides for payment to the contractor for costs actually incurred up to a ceiling amount equal to the total estimated cost stated in the contract. The contractor is normally excused from further performance after the contractor's costs reach the ceiling, unless the sponsor increases the ceiling. b. Cost-Plus-A-Fee Contract A cost-reimbursement contract under which the contractor is paid a fee in addition to costs incurred. The fee may be set as a fixed percentage of the total estimated cost (a cost-plus-fixed-fee contract), or it may vary depending upon specified parameters such as cost, performance or schedule incentives set at the time the contract is negotiated (a cost-plus-incentive-fee contract). Cost-plus-a-fee contracts are not normally used for sponsored agreements of the System. c. Fixed Price Contract A contract in which the contractor agrees to deliver or to perform the contract work within the period specified at a fixed price agreed upon in advance and payable regardless of the actual costs. d. Fixed Price Contract With Price Revision A fixed price contract that contains a provision for negotiating the price, sometimes either downward or upward within preset limits, after the work has been completed. 2. Grants An award of financial assistance to accomplish a public purpose. Grants may be in the form of cash or property. The cash or property is designated by the grantor to be used for a specific educational, research, or extension project or activity, thus serving a specific interest or objective of the grantor. Grants awarded by federal agencies are subject to Office of Management and Budget (OMB) Circular A-110 and regulations established by the awarding agencies. a. Project Grant The most common form of grant. It provides funding for a specific project or program with a defined scope of work. Most project grants are for organized research. SPR Basic Concepts (cont’d) b. Consortium Grant A grant made to one institution in support of a project in which the program is carried out through a cooperative arrangement between or among the grantee institution and one or more participating institutions. c. Demonstration Grant A grant, generally of limited duration, made to establish or demonstrate the feasibility of a theory or approach. d. Formula Grant A type of grant awarded on the basis of some formula for distribution prescribed by legislation or executive directive. Examples are formula grants to agricultural experiment stations. e. Grant-In-Aid Another name for a project grant or formula grant. f. Step-Funded Grant A project grant, usually for a period of three years, with the initial grant providing 100% of the funds for the first year, 2/3 of the funds for the second year and 1/3 for the third year. A year later, if the project is to be continued, the grant provides 1/3 of the funds for the second year, 1/3 for the third year and 1/3 for a fourth year. 3. Cooperative Agreement An award of financial assistance, similar to a grant, except that "substantial involvement" is anticipated between the awarding agency and the recipient during performance of the project or activity. "Substantial involvement" means that the recipient can expect programmatic collaboration or participation from the awarding party in the management of the award. Cooperative agreements awarded by federal agencies are usually subject to the same administrative requirements as grants. SPR Basic Concepts (cont’d) Preparation and Submission of Proposals and Agreements Sponsored agreements will be conducted in accordance with the terms of a written agreement between the A&M System component involved and the sponsor. The agreement will include, but is not limited to, the following: 1. statement of work, including specific responsibility of each party; 2. name or position of faculty or staff member directly responsible for the program; 3. the amount, terms of payment, and type of costs for which the funds may be expended; 4. F&A cost considerations; 5. provisions for progress and final reports; and 6. ownership of research results, patents, equipment, publications, and copyrights. (See System Regulation 17.02.01.) Sponsored Agreements Administered by the Texas A&M Research Foundation The Texas A&M Research Foundation (Research Foundation) is an independent, nonprofit organization affiliated with and representing the System and its components in sponsored arrangements with research sponsors from industry, government, foundations, private business organizations, and other nonprofit organizations. Allowability and Documentation of Costs on Federally Sponsored Agreements Regardless of whether they are treated as direct costs or F&A costs, the allowability of costs on sponsored agreements with federal agencies is governed by the cost accounting principles prescribed by OMB Circular A-21, Cost Principles for Educational Institutions. These cost principles are also used in determining the cost of work performed by educational institutions under sub grants, cost-reimbursement subcontracts, and other awards under federally sponsored agreements. Further, OMB Circular A-21 cost principles are used as a guide in the pricing of fixed-price or lump sum contracts and sub-contracts performed by educational institutions where estimated costs are used in determining the appropriate price. SPR Basic Concepts (cont’d) All costs charged to sponsored agreements must be adequately documented. Charges for salaries and wages must be documented by after-the-fact certifications (or individual time sheets for hourly staff and some student employees) of time or effort devoted to each sponsored agreement by each employee. The documentation of other costs, such as supplies and travel should be appropriate to the specific type of expense involved (e.g., invoices, airline and hotel receipts, etc.). Consistent Treatment of Direct Costs and Facilities and Administrative Costs of Sponsored Agreements 1. Direct Costs Those costs that can be identified specifically with a particular sponsored project, an instructional activity, or any other institutional activity or that can be directly assigned to such activity relatively easily with a high degree of accuracy. Examples of costs charged directly to a sponsored agreement are the compensation of employees for performance of work on the project, the costs of materials expended on the project, and other items of expense incurred for the project. 2. F&A Costs Those costs that are incurred for common or joint objectives and therefore cannot be identified readily and specifically with a particular sponsored project, an instructional activity or any other institutional activity. Examples of F&A costs, which were formerly referred to as indirect costs, are general administrative expenses, departmental administration, sponsored projects administration, equipment and building use allowances, and physical plant operation and maintenance. These costs represent a real expense to the institution in the performance of sponsored agreements. Sponsored Research Proposals Terms Sponsor Search If the sponsor identification number is not known, typing an asterisk (*) in the Sponsor field and pressing will access a pop-up window with a complete list of valid sponsors and their identification numbers. You may search for a sponsor name by entering a Type: of “N”, or for a sponsor identification number by entering a Type of “I”. Type an “X” next to the desired sponsor and press to select the sponsor and return to Screen 4. Press PF4 if you wish to return to Screen 4 without selecting a sponsor. Any screen with a Sponsor field may be used to search for a specific sponsor. Screen: ___ Sponsor: *_________ +------------------------------------------------------------------+ | S2319 Mark Sponsor with an 'X' to select | | Screen: ___ Search: B___________________ Type: N (N=Name, I=ID) | | | | Sponsor Sponsor Name Type Alias | | _ 0001890 B. L. CARL & ASSOC., INCORPORATED PP N | | _ 0003761 B. T. HARKER, INC. PP N | | _ 0004366 B.D. TRAFFIC ENGINEERING, INC. PP N | | _ 0002315 B&H CHEMICALS & EQUIPMENT CO. PP N | | _ 0004530 B-CC CONVENTION & VISITOR BUREAU NF Y | | _ 0002573 B/CC MPO LG N | | _ 0002577 BARTZ TIRE REBUILDERS LTD. PP N | | _ 0000087 BACK TO GROUND RESOURCES PP N | | _ 0001446 BACKER CORPORATION PP N | | _ 0002040 BACTREL LABORATORIES PP N | | _ 0005370 BAG SYSTEMS XO N | | _ 0003427 BAKES FOUNDATION PF N | | _ 0004679 BATES, BART, JR., INC. PP N | | ** More entries ** | | | | ** Press to Quit ** | +------------------------------------------------------------------+ Sponsor Type The sponsor type is used to indicate the type of sponsor funding a particular project. Typing a question mark (?) in the Sponsor Type field and pressing will access a pop-up window with a complete list of valid sponsor types. Type an “X” next to the desired type and press to select the sponsor type and return to Screen 4. Press PF4 if you wish to return to Screen 4 without selecting a sponsor type. Sample sponsor types include: VALUES MEANING F FEDERAL IN INSTITUTIONAL (TAMUS SPONSORE) LA COUNTY AGENCIES LD DISTRICTS, AUTHORITIES, COMMI LG CITY GOVERNMENTS NC PRIVATE NON-PROF FED FUND RES NF PRIVATE NON-PROF FOUNDATION NR PRIVATE NON-PROF RESEARCH ORG Sponsored Research Proposals Terms (cont’d) Proposal Search If the proposal identification number is not known, typing an asterisk (*) in the Proposal field and pressing will access a pop-up window with a complete list of proposals and their identification numbers. You may search for a proposal title by entering a Type: of “N”, or for a proposal identification number by entering a Type: of “I”. Type an “X” next to the desired proposal and then press to select the proposal and return to Screen 11. Press PF4 if you wish to return to Screen 11 without selecting a proposal. Status The Status field is used to indicate the status of the award for the proposal. Typing a question mark (?) in the Status field and pressing will access a pop-up window with a complete list of valid proposal status values. Type an “X” next to the desired status and press to select it and return to Screen 11. Press PF4 if you wish to return to Screen 11 without selecting a status. The default value is “E” (Pre-Submission). Other sample status values include: Must be set to “A” or “F” to transfer to Project/Award. VALUES MEANING A AWARDED - PARTIALLY EXECUTED C CANCELLED - NOT SUBMITTED E PRE-SUBMISSION F AWARDED - FULLY EXECUTED P PENDING SPONSOR APPROVAL R REJECTED BY SPONSOR V REVISION SUBMITTED W WITHDRAWN FROM SPONSOR REVIEW Researcher Search If the researcher identification number is not known, typing an asterisk (*) in the Researcher field and pressing will access a pop-up window with a complete list of valid researchers and their identification numbers. You may search by researcher name by entering “N” in the Type field, or by researcher identification number by entering “I.” Type an “X” next to the desired researcher and press to select the researcher and return to Screen 6. Press PF4 if you wish to return to Screen 6 without selecting a researcher. Sponsored Research Proposals Terms (cont’d) 006 Researcher Maintenance 02/19/09 10:46 +----------------------------------------------------------------------------+ | S2201 Mark Person with an "X" to select | | Screen: ___ Search: C___________________ Type: N (N=Name, I=UIN) | | Inactive: N | | S Name UIN SSN Alias CC Dept SDept In | | _ CAB, CARLA 5uuuuuuu4 4sssssss6 N | | _ CABA, CATHY 7uuuuuuu4 4sssssss9 N | | _ CABAL, CAIN C 1uuuuuuu5 4sssssss9 N | | _ CABAL, CARSON C 6uuuuuuu2 4sssssss9 Y 07 DS01 | | _ CABAL, CATIE C 7uuuuuuu9 4sssssss8 N 16 DBPG | | _ CABALLA, CABE C 9uuuuuuu3 4sssssss8 N 17 KRIRM | | _ CABALLA, CASEY C 1uuuuuuu5 4sssssss3 N 02 FDSV | | _ CABALLA, CATHY C 1uuuuuuu9 4sssssss5 N | | _ CABALLA, COLLIN 9uuuuuuu3 4sssssss6 N 02 FDSV | | _ CABALLOR, CHARLES C 2uuuuuuu7 4sssssss9 N 07 NUTR | | _ CABALLOR, CINDY C 1uuuuuuu2 6sssssss9 Y 06 BCBP | | _ CABALLOR, CLARENCE C, JR 7uuuuuuu6 4sssssss6 N 17 CITR | | _ CABALLOR, CONNER C 8uuuuuuu7 5sssssss8 N 17 PAC | | ** MORE PERSONS - PRESS TO VIEW ** | | PF4=Exit | +----------------------------------------------------------------------------+ Proposal Type The Proposal Type field is used to group proposals by its method of submission. Typing a question mark (?) in the Proposal Type field and pressing will access a pop-up window with a complete list of valid proposal types. Type an “X” next to the desired type and press to select it and return to Screen 11. Press PF4 if you wish to return to Screen 11 without selecting a proposal type. Sample proposal type values include: “New” if you have to complete. VALUES MEANING C CONTINUATION E EXTENSION L PRE-PROPOSAL N NEW SOLICITED P RFP R RESUBMISSION S SUPPLEMENTAL T TRANSFER U UNSOLICITED W RENEWAL X NON-PROPOSAL ITEM Section II Sponsor and Researcher Information Add/Modify Sponsor Information Inquiry and updates to FAMIS sponsor information are maintained on Screen 4. Sponsor numbers are created to identify those agencies and institutions that support research within the TAMU System. The 7-digit number, associated with each sponsor, is assigned by the user according to guidelines set by his/her System part. A three-digit field for entering the Texas State Agency Code indicates that a sponsor is a Texas State Agency. (Examples: use “711” for TAMU and “710” for TAMUS.) For all other sponsors, the field is blank. A Maestro identification number is required in the Maestro field. Use PF2 to select the sponsor’s ID from the search screen; if none is available you will need to request a new Maestro sponsor number from someone authorized at your entity. Request a New Maestro Sponsor Number 1. Download and complete the form: http://maestro.tamus.edu/tiki-download_wiki_attachment.php?attId=26&page=HomePage 2. Email the completed form to maestrosponsor@tamus.edu or FAX it to (979) 458-7619. TEES Research Services (TRS) will provide the Maestro Sponsor ID. This central maintenance is required to avoid duplicates and maintain standard names in Maestro. 3. Create the sponsor in FAMIS, entering the Maestro Sponsor ID received from TRS in the Maestro field on Screen 4. The Sponsor Table (file) is a shared file among FAMIS users. The changes you make for a sponsor affect all TAMUS Parts using the SPR module. Screen 4 - Sponsor Maintenance 004 Sponsor Maintenance 10/22/13 13:34 FY 2014 CC 99 Screen: ___ Sponsor: 0002515 Sponsor Name: ALAMO AREA COUNCIL OF GOVERNMENTS_______ Sponsor Long Name: ALAMO AREA COUNCIL OF GOVERNMENTS___________________________ Sponsor Type: LG State Code: TX Tx State Agency Cd: 999 Classification Levels: ______ ______ ______ ______ ______ ______ Fiscal-Year-End: 00 Maestro: 2448______ Alamo Area Council of Governments Restrictions: __________________________________________________ __________________________________________________ Inactive: _ by: Added by: RABB99P 01/05/2006 * ----- Contacts ----- * Sel Type Name Title Phone Ext. _ PP CINDY KRUEGER ADM. SERVICES DIRECT 210-362-5295 ** End of list ** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Info Press PF9 to add/modify/view additional restrictions text. Screen 4 –Sponsor Maintenance (cont’d) PF9 Info Key (Displays any additional “Restrictions” text) 004 Sponsor Maintenance 10/22/13 13:34 FY 2014 CC 99 Screen: ___ Sponsor: 0002515 Sponsor Name: ALAMO AREA COUNCIL OF GOVERNMENTS_______ Sponsor Long Name: ALAMO AREA COUNCIL OF GOVERNMENTS___________________________ Sponsor Type: LG State Code: TX Tx State Agency Cd: 999 Classification Levels: ______ ______ ______ ______ ______ ______ Restrictions: __________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Info Basic Steps Add Sponsors • Type a zero (0) in the Sponsor field and press . • Type a Sponsor Name and Sponsor Type in the fields provided. • Enter additional data, as desired. • Press to record the sponsor information. Modify Sponsors • Type the sponsor’s number in the Sponsor field or type an asterisk (*) to select the desired sponsor from the displayed list in the pop-up window and press . • Make modifications as needed and press to record the information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Sponsor: * Help 7 digits Enter a FAMIS sponsor ID number. Screen Information . Sponsor Name: PF2 Help 40 characters Identify short name or abbreviation of sponsor. Sponsor Long PF2 Help 60 characters Name: Type the full name of the sponsor giving awards for research. This should be the same as the previous field unless the sponsor name is too lengthy for the Sponsor Name field. Screen 4 –Sponsor Maintenance (cont’d) Sponsor Type: ? Help 2 characters Enter type of sponsor funding project. State Code: ? Help 2 characters Identify the state mail code. Example: Texas = TX. Tx State Agency Cd: 3 digits Include the Texas State Agency Code for a sponsor that is a Texas State Agency. (Examples: 711 for TAMU and 710 for TAMUS.) Classification 6 characters Levels: Indicate hierarchical levels available to classify sponsors. Fiscal-Year End: PF2 Help 2 digits Enter last month of the fiscal year for sponsor. . Maestro: 10 digits Enter the identification code for the Maestro sponsor. If none is available, you will need to follow the steps for creating a new Maestro sponsor. Restrictions: 100 characters Include any restrictions placed by the specified sponsor. Inactive: 1 character Type “Y” to inactivate the sponsor. by: 6 characters/digits Displays the FAMIS User ID of the person who inactivated the sponsor and the date this was done. Added By: 6 characters/digits Displays the FAMIS User ID of the person who added the sponsor’s information and the date added. Sel: 1 character Type an “X” to select a contact and press to advance to Screen 5 where detailed proposal contact information can be entered/modified. Type: 1 character Shows the function type of the contact. Name: 25 characters Displays the full name of the contact. Title: 20 character Indicates the title/function of the proposal contact. Screen 4 –Sponsor Maintenance (cont’d) Phone: 10 digits Displays the area code and phone number of the proposal contact. Ext: 4 digits Identifies the phone extension number of the specified contact. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF9 Additional Restriction Information Info Used to add/modify additional sponsor restriction information. This PF key can be used to toggle additional Restrictions information display on and off, if available. Enter Sponsor Contact Information Sponsor contact information may be accessed and updated on Screen 5. The fields shown represent attribute information about the sponsor's contact person. Since the original sponsor is not contacted at this level, this screen isn't often used. Screen 5 - Sponsor Contact Maintenance 005 Sponsor Contact Maintenance 02/18/09 11:10 FY 2009 CC 02 Screen: ___ Sponsor: 0004363 Contact Type: A_ TEXAS SPACE GRANT CONSORTIUM Contact Number: 1 Delete this Contact: _ (Y/N) Name: TEXAS SPACE GRANT________ Title: _________________________ Address: 5555 NORTH AUSTIN AVENUE_______ SUITE 999_____________________ ______________________________ City: AUSTIN______________ State: TX Zip: 78759____ Phone: 555-444-3333 Ext: ____ Country: ___ Fax: 555-444-3332 >>> Press PF10 for a list of Sponsor Contacts <<< Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next List Basic Steps • Type a sponsor identification number and contact type in the fields available and press . • Enter the name of the contact in the Name field. • Enter additional data in the available fields, as desired. • Press to record the sponsor contact information. Contact Maintenance Process Contact Search Press PF10 to display a complete list of contacts for a specified sponsor. To select a contact, type an “X” in the Sel (Select) field and press . This will pass the contact name back to Screen 5, and display the contact’s information. Press to return to Screen 5 without selecting a contact. Screen 5 – Sponsor Contact Maintenance (cont’d) PF10 – List Pop-Up Window +---------------------------------------------------------------+ | | | Screen: ___ ** Contact List ** | | | | Sel Type Name Title | | --- ---- ------------------------- ------------------------- | | _ A TEXAS SPACE GRANT | | | | | | | | | | | | | | | | | | | | ** 1 Contacts displayed ** | +---------------------------------------------------------------+ Contact Type The contact type is used to group sponsor contacts by function. Only one contact is allowed per contact type. For example, if there are two administrative position contacts, only one would be listed under contact type "A." The second contact should be "A2"; the next should be "A3," etc. The same process applies to all contact types. Type a question mark (?) in the Contact Type field and press to access a pop-up window with a complete list of valid contact types. Type an “X” next to the desired type and press to select the contact type and return to Screen 5. Press PF4 to return to Screen 5 without selecting a contact type. Contact types include: +-----------------------------------------------+ | M VALUES MEANING | | - ----- ---------------------------------- | | A ADMINISTRATIVE | | A2 ADMINISTRATIVE - 2 | | A3 ADMINISTRATIVE - 3 | | BD BUDGET | | BS BUSINESS | | F FINANCIAL | | IP INTELLECTUAL PROPERTY | | P PROPERTY/INVENTORY | | PG PROGRAM | | PP PROPOSAL | | S SUBCONTRACT | | S2 SUBCONTRACT - 2 | | S3 SUBCONTRACT - 3 | | S4 SUBCONTRACT - 4 | | T TECHNICAL | +-----------------------------------------------+ Screen 5 – Sponsor Contact Maintenance (cont’d) Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Sponsor: * Help 7 digits Enter a FAMIS sponsor identification number. The sponsor’s name will be displayed. . Contact Type: ? Help 2 characters/digits Identify the function of the contact. Examples: A = Administrative A2 = Administrative - 2 A3 = Administrative - 3 BD = Budget BS = Business F = Financial Screen Information Contact Number: 3 digits Type the system assigned number given to each contact. Delete this Contact: 1 character Type “Y” if the contact should be deleted from the sponsor information. . Name: 25 characters Identify the name of the contact person. Title: 25 characters Indicate the title/function of the sponsor contact. Address: 3 lines/30 characters Enter the street address of the contact where correspondence should be mailed. City: 20 characters Type the name of the city for the mailing address of the specified proposal contact. State: ? Help 2 characters Enter the state code for the mailing address of the specified proposal contact. Zip: 9 digits Include the Zip code for the mailing address of the specified proposal contact. Phone: 10 digits Identify the contact’s area code and phone number. Ext: 4 digits Indicate the extension number for the specified contact. Screen 5 – Sponsor Contact Maintenance (cont’d) Country: ? Help 3 characters Identify the country code of the specified proposal contact. FAX: 10 digits Indicate the area code and FAX number for the contact. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF10 Contact List List Displays a complete list of contacts for the sponsor. Type “X” to select a contact and press to return to Screen 5. Enter Sponsor Aliases An alias is another name for a sponsor, other than the current record name. Aliases can help locate the sponsor through a name search. Each TAMUS Part has designated users who have the authority to update the Alias field for a sponsor. Each sponsor may have several aliases. Screen 7 is used to maintain aliases for a sponsor. Screen 7 - Sponsor Alias Maintenance 007 Sponsor Alias Maintenance 02/19/09 11:15 FY 2009 CC 02 Screen: ___ Sponsor: 0004372 TEXAS RESIDENTIAL CONSTRUCTION COMMISSIO Drop Alias: TRCC____________________________________ _ TX RESIDENTIAL CONSTRUCTION COMMISSION__ _ ________________________________________ _ ________________________________________ _ ________________________________________ _ ________________________________________ _ ________________________________________ _ ________________________________________ _ ________________________________________ _ ________________________________________ _ ________________________________________ _ ________________________________________ _ ________________________________________ _ ________________________________________ _ ________________________________________ _ Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a sponsor identification number in the Sponsor field and press . You may also type an asterisk (*) in this field and press to make a selection from the list displayed. • Add or modify the information in the Alias field as needed and press to record the information. Drop a Sponsor Alias • Type “Y” in the Drop field to drop a sponsor alias. No sponsor data is lost when an alias is dropped. When a sponsor is dropped (using Screen 192), FAMIS will automatically remove all aliases that have been created for the sponsor. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Sponsor: * Help 7 digits Enter a FAMIS sponsor identification number. Screen 7 – Sponsor Alias Maintenance (cont’d) Screen Information . Alias: 15 lines/40 characters Identify the alias name for the specified sponsor, other than the current record name. Drop: 1 character Enter “Y” if the sponsor alias should be dropped from the system. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Enter Sponsor Classification Levels Entry and update of sponsor classification levels is accomplished through Screen 8. This is used primarily for federal sponsors to provide a hierarchical classification. Information entered on this screen may be viewed using Screen 4 or Screen 9. For example, the “Fort Worth Division of the Army Corps of Engineers” could be identified by the following hierarchy: Level 1 - DOC Level 2 - Army Level 3 - Corp Level 4 - FW Screen 8 - Sponsor Levels Maintenance 008 Sponsor Levels Maintenance 02/19/09 11:17 FY 2007 CC AM Screen: ___ Sponsor: 0000016 CORPS OF ENGINEERS - FORT WORTH TEX Level 1: DOD___ Level 2: ARMY__ Level 3: CORP__ Level 4: FW____ Level 5: ______ Level 6: ______ Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a sponsor identification number in the Sponsor field and press . You may also type an asterisk (*) in this field and press to make a selection from the list displayed. • Include up to 6 levels of organization for the sponsor and press to record the information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Sponsor: * Help 7 digits Enter a FAMIS sponsor identification number. Screen 8 – Sponsor Levels Maintenance (cont’d) Screen Information Level 1, 2, 3, 4, 6 characters 5, 6: Include the user-defined hierarchical classification levels of the sponsor. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Display Sponsors by Classification Levels You may display all sponsors for a level or combination of levels and sponsor types using Screen 9. To view all levels for a sponsor type, leave the Levels fields blank. Screen 9 - Sponsor Levels Inquiry 009 Sponsor Levels Inquiry 12/10/13 08:41 FY 2014 CC 02 Screen: ___ Sponsor Type: F_ Levels: ______ ______ ______ ______ ______ ______ ID Sponsor Name ----------------- Levels ---------------- 0000237 DEPARTMENT OF HEALTH AND DHHS 0006828 DHHS-OFFICE OF THE ASSIST DHHS 0007085 DHHS-AGENCY FOR HEALTH CA DHHS AHCPR 0002959 DHHS-NATIONAL INSTITUTES DHHS NIH 0006795 DHHS-NIH-NATIONAL HUMAN G DHHS NIH NHGRI 0000613 NATIONAL INST. OF GENERAL DHHS PHS 0000240 DOC DOC 0006882 DOC-NOAA-NMFS-WASHINGTON DOC NOAA NMFS WASHIN 0001110 DOD-ARL-ARO DOD 0001733 DOD-DNA DOD 0001138 DEPARTMENT OF DEFENSE-UNI DOD ARMY 0002000 DOD-DEFENSE THREAT REDUCT DOD DTRA 0001412 USAE WATERWAYS DOD USAE 0006606 BROOKHAVEN SCIENCE ASSOCI DOE **** Press Enter to View more Sponsors **** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a sponsor type in the Sponsor Type field and press to display a list of sponsors and their assigned levels. • Enter valid text in the Levels fields and press to display a list of sponsors that have been assigned the specified level information. Sponsor Levels Inquiry Process Positioning the Display The sponsor levels listing may be positioned by entering one or more valid levels in the Levels fields. Enter the desired levels to view a list of sponsors that have been assigned to the specified levels, or leave blank to view all sponsors for the sponsor type entered in the Sponsor Type field. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Sponsor Type: * Help 2 characters Identify the type of sponsor funding the project. Levels: 6 characters Indicate the desired hierarchical classification levels. Screen 9 – Sponsor Levels Inquiry (cont’d) Screen Information ID: 7 digits Shows the FAMIS sponsor identification number. Sponsor Name: 25 characters Indicates the name of the sponsor. Levels: 6 characters Identifies the user-defined hierarchical classification levels of the sponsor. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Delete a Sponsor Sponsors may be deleted from the system using Screen 192. If there are existing projects associated with the sponsor, a message will appear at the top of the screen. Sponsors may only be deleted if they do not have any existing projects associated with them. Screen 192 - Sponsor Delete S6304 1 Project(s) exist on Campus 10 - Cannot Delete Sponsor 192 Sponsor Delete 02/19/09 11:26 FY 2009 CC 02 Screen: ___ Sponsor: 0002803 Enter 'Y' to Delete: _ Sponsor: HOBBS SEA WORLD INSTITUTE-ORLANDO, FLORIDA Short Name: HOBBS SEA WORLD INSTITUTE Sponsor Type: NR State Code: FL Basic Steps • Type a sponsor number in the Sponsor field and press to display existing sponsor information. You may also type an asterisk (*) in this field and press to make a selection for the sponsors displayed. • If there are no existing projects associated with the sponsor, you may type “Y” in the Delete field and press to remove the sponsor from the system. • Type “Y” in the pop-up window to confirm deletion of the specified sponsor. Sponsor Deletion Process Delete a Sponsor If there are no existing projects associated with the specified sponsor, you may type “Y” in the Delete field to initiate removal of the sponsor from the system. Type a “Y” in the confirmation window to delete the specified sponsor. Screen 192 – Sponsor Delete (cont’d) Deletion Confirmation Pop-Up Window +---------------------------------------------+ | | | Sponsor: 0002803 HOBBS SEA WORLD INSTITUT | | NAME: HOBBS SEA WORLD INSTITUTE-ORLAND | | | | Type 'Y' To Confirm Deletion | | of Sponsor 0002803 (Y/N): Y | | | +---------------------------------------------+ Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Sponsor: * Help 7 digits Enter the desired sponsor identification number. . Enter ‘Y’ to Delete: 1 character Type “Y” to mark the sponsor for deletion. Screen Information Sponsor: PF2 Help 40 characters Indicates the full name of the sponsor to be deleted. Short Name: PF2 Help 40 characters Displays a short name or abbreviation of the sponsor to be deleted. Sponsor Type: 2 characters Indicates the type of sponsor to be deleted. State Code: 2 characters Identifies the state mail code. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. Add/Modify Researcher Information Screen 6 allows you to add or modify information for a researcher. The researcher's Universal Identification Number (UIN) is used for the researcher identification number. The person file for the researcher must be set up on Screen 850 in the FRS module before data will be displayed on this screen in the SPR module. Screen 6 - Researcher Maintenance 006 Researcher Maintenance 02/19/09 13:35 FY 2009 CC 02 Screen: ___ Researcher: 4uuuuuuu8 YANNIPO, YURI Y PI/Researcher: _ Date Doctoral Received: __________ Member Graduate Council: _ Assistant Name: ____________________ Assistant Phone: ____________ Areas of Interest: _____ _____ _____ _____ _____ _____ _____ _____ _____ _____ Special Instructions: ________________________________________ ________________________________________ ________________________________________ UIN: 4uu-uu-uuu8 Address: 444 BIO/BIO Gender: M 2111 TAMU Dept/SDept: BCBP Date Hired: 10/01/99 City: COLLEGE STATION St: TX Zip: 77843 Title Code: 7200 Phone: 979-455-5555 FAX: 979-445-4444 Adloc Part: 02 Mail Code: C2128 Acct: 130005 Suffix: E-Mail: YYY@TAMU.EDU Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a researcher’s UIN number in the Researcher field and press . • You may also type an asterisk (*) in this field and press to make a selection from the list displayed in the pop-up window. • Type data in the available fields, as desired and press to record the researcher information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Researcher: * Help 9 digits Enter a FAMIS researcher identification number. Screen Information PI/Researcher: 1 character. Type “Y” to indicate the person is a principal investigator/researcher. Date Doctoral 8 digits Received: Displays the date the researcher received his/her doctoral degree. Screen 6 – Researcher Maintenance (cont’d) Member Graduate PF2 Help 1 character Council: Enter “Y” if the researcher is a member of the graduate council. Assistant Name: PF2 Help 20 characters Identify the name of assistant, if assigned to the researcher. Assistant Phone: 10 digits Enter the phone number of the researcher’s assistant, if applicable. Areas of Interest: 10 fields/5 characters each Identify research interests/specialties of the researcher selected. Not currently defined for system. Special PF2 Help 3 lines/40 characters each Instructions: Include special instructions/items of interest for the selected researcher. UIN: 9 digits Displays the researcher's Universal Identification Number. Address: 90 characters/digits Provides the street address of the selected researcher, as entered on Screen 850. Gender: 1 character Indicates gender of the specified researcher: male (M) or female (F). Dept/SDept: 5 characters Identifies the department and subdepartment where the researcher is employed. Date Hired: 6 digits Indicates hire date for specified researcher. City: 15 characters Shows the city in which the researcher resides. St: PF2 Help 2 characters Indicates the state in which the researcher resides. Zip: 9 digits Identifies the Zip code for the researcher’s mailing address. Title Code: PF2 Help 4 digits Identifies the position title code for the researcher within the TAMUS. Phone: 10 digits Provides the researcher's phone number. FAX: 10 digits Shows the researcher’s FAX number. Screen 6 – Researcher Maintenance (cont’d) Adloc Part: PF2 Help 2 digits Displays the TAMUS address location as defined by BPP. Mail Code: PF2 Help 5 digits Identifies the researcher’s campus mail stop code. Acct: 6 digits Shows the account number as defined by BPP. Suffix: 1 character Displays the suffix assigned to the adloc account. E-Mail: 30 characters/digits Identifies the researcher’s email address, if available. Additional Functions PF KEYS See Appendix for explanation of standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Screen 6 – Researcher Maintenance (cont’d) Section III Proposal Maintenance Control Record Maintenance Screen 821 may be used to define which screens must be accessed for proper proposal maintenance within a system part. For example, Screens 11 through 17, Screen 19, Screen 21 and Screen 22 are required as part of the proposal maintenance process. Screen 18, Screen 20, and Screen 90 are not required as part of this process. This screen is maintained by FAMIS Services. The information is campus specific. Screen 821 - Control Record Maintenance 821 Control Record Maintenance 02/19/09 13:38 FY 2009 CC 99 Screen: ___ Campus Name: TEXAS A&M RESEARCH FOUNDATION___________ TAMUS Indirect Base: ________ TAMUS Indirect Rate: ______ Sponsor Campus Cd: 99 User Assign Proposal Format: NNNNNNN Researcher Campus Cd: ** Last Sponsor Number: 2947___ Last Project Number: 4_________ Last Proposal Number: _____ Last YR Last Proposal Number: _____ Proposal Screens: 011 012 013 014 015 016 017 019 021 022 ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ Project Screens: 110 111 112 113 114 116 118 119 121 122 129 ___ ___ ___ ___ ___ ___ ___ ___ ___ Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Add/Modify Proposal Information Generally, the first step to creating a proposal involves specifying general proposal information pertaining to the entire proposal. You may add proposals and their attributes, or update attribute information as needed using Screen 11. In the Proposal field, enter the first 2 digits of the fiscal year. After entering the proposal information, FAMIS will automatically assign a proposal number. Screen 11 - Proposal General Information – Page 1 011 Proposal General Information - Page 1 06/28/11 15:02 FY 2011 CC 99 Screen: ___ Proposal: 0900100 Version: ___ Title: IDENTIFICATION OF UTILITY CONFLICTS AND_ SRS: _ Long Title: IDENTIFICATION OF UTILITY CONFLICTS AND SOLUTIONS________________ _________________________________________________________________ Sponsor: 0000846 NAS-NRC-TRB-SHRP Status: F AWARDED - FULLY EXECUTED Award Version: ___ Status Date: 09/01/2008 Submit/Mailed Date: 09/08/2008 Spn Due Date: __________ Firm Due Date: _ Targeted Mail by Date: __________ Program: ______________________________ Guidelines: _______________ Sponsor Req. Amt: 300000.00______ Amt Funded: _______________ Proposal Type: P RFP Nbr: R15(B)______________ Begin Date: 02/01/2009 End Date: 05/30/2012 Linked Project: 4774400000 CFDA Code: 20.205_ NSF Category: OTHER___ Fed Flow Sponsor: 0000730 DOT-FEDERAL HIGHWAY ADMINISTRATION System Member: 12 Dept/SDept/Coll: 00220 _____ TT Entered Date: 09/08/08 OSP Administered: N Entered Time: 15:38:15 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next RtSht Title PCopy Basic Steps Add Proposals • Type the last 2 digits of the fiscal year in the Proposal field and press . FAMIS will automatically assign a proposal number. • Type a title, sponsor number, status, and proposal type in the fields provided. • Enter additional information in the available fields, as desired. • Press to record the proposal information. Modify Proposals • Type the proposal number in the Proposal field and press . You may also type an asterisk (*) in this field and press to select a proposal from the displayed list in the pop-up window. • Make modifications as needed and press to record the changes. Screen 11 – Proposal General Information – Page 1 (cont’d) Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Enter a FAMIS proposal identification number. Version: 3 characters/digits Identify the version number of the proposal selected. Screen Information . Title: PF2 Help 40 characters Provide a short name or abbreviation of the proposal title. SRS: ? Help 1 character Use to identify if this is an SRS account. N = No Y = Yes Blank = Not applicable/No/Unknown Long Title: PF2 Help 2 lines/72 characters Provide the complete title of the proposal. This should be the same as the previous field unless the title is too lengthy for the Title field. . Sponsor: ? Help 7 digits Provide the FAMIS identification number of the sponsor responsible for the proposal. . Status: ? Help 1 character Indicate the award status of the selected proposal. Award Version: PF2 Help 3 characters/digits Identify the version of the proposal to which the award has been issued. Status Date: PF2 Help 8 digits Indicate date proposal status was assigned. If left blank, will default to the current date. Submit/Mailed PF2 Help 8 digits Date: Indicate the date the proposal was submitted/mailed to the sponsor. See Screen 808. Spn Due Date: 8 digits Indicate the date that the sponsor must receive the proposal. Firm Due Date: PF2 Help 1 character Enter “Y” if the sponsor due date is firm. Targeted Mail by PF2 Help 8 digits Date: Include the date by which the proposal needs to be sent mailed to the sponsor. Screen 11 – Proposal General Information – Page 1 (cont’d) Program: PF2 Help 30 characters Enter the program as defined by the sponsor. Guidelines: 15 characters Identify the guidelines as defined by the sponsor. Sponsor Req. PF2 Help 15 digits Amt: Enter the dollar amount requested from the sponsor for the proposal. Amt Funded: PF2 Help 15 digits Include the dollar amount of funds that have been authorized by the sponsor for the proposal. . Proposal Type: ? Help 1 character Indicate the proposal type. RFP Nbr: 15 characters Identify the number given in response to a RFP (Request for Proposal) or RFQ. Only required if Proposal Type = P or Q. Begin Date: PF2 Help 8 digits Indicate the estimated start date for the proposal. End Date: PF2 Help 8 digits Indicate the estimated date that the proposed research should end. Linked Project: ? Help 10 digits Include a project number linked with the specified proposal. CFDA Code: ? Help 7 digits Indicate the catalog of Federal Domestic Assistance Code used in federal reports. Used to categorize research done under a CFDA classification. NSF Category: ? Help 8 characters Indicate the agency code for split-out on the NSF report. Blank = Not specified or Non-Federal DHHS = Dept of Health & Human Services DOD = Dept of Defense DOE = Dept of Energy NASA = Ntnl Aeronautics & Space Admin. NIH = Ntnl Institutes of Health NSF = Ntnl Science Foundation Other = Other NSF Category USDA = U.S. Dept of Agriculture Fed Flow Sponsor: ? Help 7 digits Enter the sponsor identification number associated with Federal Flow Through funds. Can only be entered if Sponsor Type = F. System Member: ? Help 2 digits Indicate the A&M System part number ultimately responsible for the proposal. Screen 11 – Proposal General Information – Page 1 (cont’d) Dept/SDept/Coll: ? Help 5 characters each Identify the department or sub-department associated with the proposal. FAMIS will "look-up" the college associated with the department/subdepartment and display it here. Entered Date: 8 digits Displays the date the proposal was first entered into FAMIS. OSP Administered: 1 character Enter “Y” if the proposal is OSP administered. Entered Time: 6 digits Displays the time that the proposal was first entered into the system. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF7 Download Proposal Information RtSht Used to download proposal information from FAMIS using Entire Connection. Only downloads one proposal. See the FAMIS Entire Connection User’s Manual for greater details. Used only by TAMRF to create a routing sheet. Also uses IASYS-CAMPUS-CD on Screen 899 for Director’s SSN and title. PF9 Proposal Title Title Used to enter additional text, if necessary, for the Long Title: of the proposal. Press to record the information and return to Screen 11. PF10 Proposal Copy PCopy Used to copy existing proposal information to another proposal. Type the valid information and press to record the information and return to Screen 11. Proposal General Information – Page 2 Additional information for a proposal is entered on Screen 12, such as the names of research administrator and any cooperating agencies. Screen 12 may only be used after a proposal has already been created using Screen 11. Screen 12 - Proposal General Information - Page 2 012 Proposal General Information - Page 2 02/19/09 14:00 GENETIC ANALYSIS OF INNER EAR DEVELOPMEN FY 2009 CC 99 Screen: ___ Proposal: 9700070 Version: ___ Research Admin: 9uuuuuuu1 LENN, LONNIE Proposal Spcl: 6uuuuuuu7 ANDING, ANNIE Budget Spcl: 2uuuuuuu9 SEER, SARA Admin Dept: _____ _____ System Members: Main: 02 Addtn'l: __ __ __ __ __ Off Campus: _ Cooperating Agencies: ________________________________________ ________________________________________ Grant Nbr: 1 R29 DC03405-01________________________ Contract Nbr: ________________________________________ TAMRF #: _______ ___ Other Ref #: 1 R29 DC03405-01_________ Original #: _______ ___ Prior Sys #: _______________ Mandatory Cost Share: _ Security: _ Total Cost Share Amt: 115472.00 Info Restrict: _ Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next CoAgy Basic Steps • Type a proposal number in the Proposal field and press . • You may also type an asterisk (*) in this field and press to select a proposal from the displayed list in the pop-up window. • Enter information in the available fields, as desired. • Press to record the proposal information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Enter a FAMIS proposal identification number. Version: 3 characters/digits Identify the version number of the proposal selected. Screen Information Research Admin: ? Help 9 digits Enter the personal identification number of the research administrator for the proposed research. Screen 12 – Proposal General Information – Page 2 (cont’d) Proposal Spcl: ? Help 9 digits Indicate the personal identification number of the proposal specialist. Budget Spcl: ? Help 9 digits Indicate the personal identification number of the budget specialist. Admin Dept: ? Help 5 characters each Identify the department administering the proposal. System Members: Main: PF2 Help 2 digits Indicate the system member primarily responsible for the specified proposal, as entered on Screen 11. Addtn'l: ? Help 2 digits Include any additional system part members involved with the specified proposal. Off Campus: ? Help 1 character Enter “Y” for off campus payroll or proposal. Cooperating 2 lines/39 characters Agencies: Indicate any outside agencies involved with the proposal. Grant Nbr: PF2 Help 40 digits Include the sponsor assigned grant number, if necessary. Contract Nbr: PF2 Help 40 digits Indicate the sponsor assigned contract number, if necessary. TAMRF #: 10 digits Identify the proposal and version numbers, as assigned by the Texas A&M Research Foundation. Other Ref #: ? Help 15 digits Indicate any additional reference numbers used for proposal information purposes. Original #: 10 digits Identify the original proposal and version numbers. If the proposal is copied from another proposal, this number will be system-generated. Prior Sys #: ? Help 15 digits Enter the prior system's proposal number when converted to FAMIS. Mandatory Cost ? Help 1 character Share: Enter “Y” if cost sharing is mandatory or voluntary. Screen 12 – Proposal General Information – Page 2 (cont’d) Security: ? Help 1 character Indicate the type of security attached to the proposal (classified or non- classified). Total Cost Share PF2 Help 15 digits Amount: Shows the dollar amount expected to be used for cost sharing. Info Restrict: ? Help 1 character Indicate any restrictions on releasing information about the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF9 Cooperating Agencies CoAgy Used to enter additional text, if necessary, for the Cooperating Agencies associated with the proposal. Press to record the information and return to Screen 12. Enter Proposal Researcher Information Proposals may be broken down to reflect specific dollar amounts distributed among different researchers. Researchers and the associated dollar amounts are added on Screen 13. Changes and deletions may also be made using this screen. Screen 13 - Proposal Researcher Information 013 Proposal Researcher Information 11/19/12 09:16 A HUBBLE VIEW OF THE UNIVERSE: AN FY 2013 CC 02 Screen: ___ Proposal: 1215632 Version: ___ Spon Req. Amt: 23,994.00 Distributed Amt: 23,994.00 Auto Dist: _ P F I Researcher Dept SDept Amount Researcher Name Dept Name _ 1 4uuuuuuu0 PHYS_ _____ _______11997.00 MARSH, MILTON M PHYSICS AND AS Center CC: __ Dept: _____ SDept: _____ Admn For CC: __ Dept: _____ SDept: _____ _ 2 9uuuuuuu2 PHYS_ _____ _______11997.00 THOR, TIM T PHYSICS AND AS Center CC: __ Dept: _____ SDept: _____ Admn For CC: __ Dept: _____ SDept: _____ _ _ _________ _____ _____ _______________ Center CC: __ Dept: _____ SDept: _____ Admn For CC: __ Dept: _____ SDept: _____ _ _ _________ _____ _____ _______________ Center CC: __ Dept: _____ SDept: _____ Admn For CC: __ Dept: _____ SDept: _____ Screen Total: 23994.00 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next PanON Basic Steps • Type a proposal number in the Proposal field and press . You may also type an asterisk (*) in this field and press to select a proposal from the displayed list in the pop-up window. • Type the appropriate function code in the F (Function) field to add (A), delete (D), or update (U) proposal researcher information and press to record the additions, deletions or modifications. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Enter a proposal identification number. Version: 3 characters/digits Identify the version number of the proposal. Screen Information Spon Req Amt: PF2 Help 15 digits Displays the total dollar amount requested for the proposal, as entered on Screen 11. Screen 13 – Proposal Researcher Information (cont’d) Distributed Amt: 15 digits Shows the total dollar amount that has been distributed among the researchers working on the proposal. Auto Dist: 1 character Enter “Y” if the sponsor requested amount is to be distributed equally among the selected researchers. F: ? Help 1 character Type the desired function code: add (A), update (U), or delete (D). PI: ? Help 1 digit Identify whether the researcher is a Principal Investigator (1) or a Co-principal Investigator (2). Researcher: ? Help 9 digits Enter the researcher's personal identification number. Dept: ? Help 5 characters Identify the department associated with the specified researcher. SDept: 5 characters Include the subdepartment associated with the specified researcher. Amount: PF2 Help 15 digits Enter the total dollar amount of the award that is to be distributed to the specified researcher. Researcher Name: 25 characters Displays the full name of the specified researcher. Dept Name: 25 characters Shows the name of the department. Center CC: ? Help 2 digits Include the Campus Code where the Center department and subdepartment are located. Dept: ? Help 4 characters Enter the department code. SDept: PF2 Help 4 characters Include the subdepartment code. Screen 13 – Proposal Researcher Information (cont’d) Admn For CC: ? Help 2 digits Include the Campus Code for the Administered For department and subdepartment. Dept: ? Help 4 characters Enter the Administered For department code. SDept: PF2 Help 4 characters Include the Administered For subdepartment code. Screen Total: 15 digits Provides the total dollar amount of money to be distributed among specified researchers. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Enter Proposal Direct/Indirect Costs Information about indirect costs and direct costs, including dollar amounts for current and subsequent periods as well as how amounts are to be distributed to system members, may be entered using Screen 14. Screen 14 - Proposal Direct/Indirect Costs 014 Proposal Direct/Indirect Costs 02/19/09 14:17 VISION, JOINT CONTROL, COORDINATION AND FY 2009 CC 99 Screen: ___ Proposal: 0401102 Version: ___ Sponsor Req. Amt Beg Date End Date Current Period: ______72750.00 05/01/2005 04/30/2006 Subsequent Period: 72750.00 05/01/2006 04/30/2007 Total: 145500.00 Base Amt: _____100000.00 Rate: _45.50 Indirect Cost Amt: ______45500.00 Base: MTDC____ Level: L1_ Justification: J1_ -------------- Distribution of Funds -------------- System Member Indirect Cost Pct Direct Cost Pct 02 TAMU ______32305.00 _71.00 _____100000.00 100.00 99 TAMRF ______13195.00 _29.00 ______________ ______ __ ______________ ______ ______________ ______ __ ______________ ______ ______________ ______ __ ______________ ______ ______________ ______ __ ______________ ______ ______________ ______ Total: 45500.00 100.00 100000.00 100.00 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a proposal number in the Proposal field and press . You may also type an asterisk (*) in this field and press to select a proposal from the displayed list in the pop-up window. • Type information in the available fields, as desired. • Press to record the proposal information. Proposal Maintenance Process Indirect Cost Base The Base field is used to indicate the basis on which indirect costs are calculated. Base codes are defined on Screen 801 (Indirect Cost Table). The Indirect Cost subcode exclusions are entered on Screen 801. These subcodes indicate the direct costs associated with the proposal. By entering a base code, you notify FAMIS to exclude the subcodes associated with it from use in determining the indirect cost amount. Screen 14 – Proposal Direct/Indirect Costs (cont’d) Screen 801 - Indirect Cost Table 801 Indirect Cost Table 02/19/09 14:18 FY 2009 CC 99 Screen: ___ Base: MTDC____ Description: MODIFIED TOTAL DIRECT COST______________ ---- Subcode Exclusions ---- Page: 1 of 6 Func Code Low High Error Message _ 3511 3511 _ 3521 3521 _ 4702 4702 _ 4712 4712 _ 4723 4723 _ 4751 4751 _ 4782 4782 _ 5399 5399 _ 5554 5554 _ 5567 5567 ** press ENTER to view more Entries ** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Enter a proposal identification number. Version: 3 characters/digits Identify the version number of the proposal. Screen Information Current Period Sponsor Req. Amt: 15 digits Enter the total dollar amount requested from the sponsor for the current period of the proposal. Beg Date: 8 digits Indicate the beginning date of the current period for which funds are requested from the sponsor. End Date: 8 digits Indicate the end date of the current period for which funds are requested from the sponsor. Subsequent Period Sponsor Req. Amt: 15 digits Shows the total dollar amount requested from the sponsor for the subsequent period of the proposal. If all funds requested from the sponsor are issued during the first (current) period, this field will remain blank. Screen 14 – Proposal Direct/Indirect Costs (cont’d) Beg Date: 8 digits Indicate the start date of the subsequent period, if any, for which funds are requested from the sponsor. End Date: 8 digits Indicate the end date of the subsequent period, if any, for which funds are requested from the sponsor. Total: PF2 Help 15 digits Shows the total dollar amount requested from the sponsor for the proposal. Base Amt: PF2 Help 11 digits Provide the total dollar amount to which the indirect cost base rate will be applied. Rate: PF2 Help 6 digits Indicate the percentage rate used to calculate the indirect cost (normally calculated by Office of Sponsored Projects - OSP.) Indirect Cost Amt: PF2 Help 11 digits Identify the amount of indirect cost calculated as a percentage of the indirect cost base (i.e. Base Amt * Rate). Base: ? Help 8 characters Indicate on what basis the indirect costs are calculated, as defined on Screen 801. Level: ? Help 3 characters/digits Identify the Indirect Cost Level for the specified proposal, as used on OSP (Office of Sponsored Projects) reports. Justification: ? Help 3 characters/digits Include the Indirect Cost Justification Code, as used on OSP reports. System Member: ? Help 2 characters/digits Indicates which system member is participating in the indirect cost fund distribution for the proposal. Distribution of Funds Indirect Cost: 14 digits Identify the dollar amount distributed to the specified system member. Pct: 6 digits Include the percentage of the cost base amount to be distributed to the specified system member. Direct Cost: 14 digits Enter the dollar amount associated with the direct costs. Given the percentage amount, FAMIS calculates the direct cost amount. Screen 14 – Proposal Direct/Indirect Costs (cont’d) Pct: 6 digits Include the percentage amount of the total direct costs to be distributed to the specified system member. Total: 15 digits Shows the total sum of costs/percentages listed on the screen. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Proposal Codes, Keywords, Roll-Up Groups Use Screen 15 to view and/or modify codes used by the National Science Foundation and the Texas Higher Education Coordinating Board. Information must be set up on Screen 809 in order to view keywords on Screen 15. Parts are entered on Screen 809. Screen 15 - Proposal Codes, Keywords, and Roll-up-Groups 015 Proposal Codes, Keywords, and Roll-up Groups 02/19/09 14:22 CONOTRUNCAL DEFECTS: GENETIC & NUTRITION FY 2009 CC 99 Screen: ___ Proposal: 0400102 Version: ___ National Science Foundation & Texas Higher Education Coordinating Board Codes Activity: 1A_ Science and Engineering Field: 2F_ NSF Category: NIH_____ Special Areas of Interest: 3E_ Character of Work: 4A_ Selection Process: 5A_ Addtn'l Special Areas of Interest: ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ Keywords: _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ _______________ Roll-up Group: _____ _____ _____ _____ _____ _____ _____ _____ _____ _____ _____ _____ Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a proposal number in the Proposal field and press . You may also type an asterisk (*) in this field and press to select a proposal from the displayed list in the pop-up window. • Enter information in the available fields, as desired, and press to record the proposal information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Enter a proposal identification number. Version: 3 characters/digits Identify the version number of the proposal. Screen 15 – Proposal Codes, Keywords, and Roll-Up Groups (cont’d) Screen Information . Activity: ? Help 3 digits/characters Enter the THECB activity associated with the proposal. . Science and ? Help 3 digits/characters Engineering Field: Indicate the THECB engineering or research field associated with the proposal. NSF Category: ? Help 8 characters Include the agency code for split-out on the NSF report. Blank = Not specified or Non-Federal DHHS = Dept of Health & Human Services DOD = Dept of Defense DOE = Dept of Energy NASA = Ntnl Aeronautics & Space Admin. NIH = Ntnl Institutes of Health NSF = Ntnl Science Foundation Other = Other NSF Category USDA = U.S. Dept of Agriculture . Special Areas of ? Help 3 digits/characters Interest: Identify the areas of interest associated with in the proposal. . Character of Work: ? Help 3 digits/characters Indicate the character, or nature of the work involved in the proposal. . Selection Process: ? Help 3 digits/characters Include the type of selection process used in the approval of the proposal. Addtn'l Special ? Help 3 digits/characters Areas of Interest: Enter any additional areas of interest associated with the proposal. Keywords: ? Help 15 characters Include any special words used to identify certain aspects of a proposal. Parts are entered on Screen 809. Tables available are the Rodman’s Thesaurus (predefined) or part defined. Roll-up Group: 5 characters [To be defined at a later date.] Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Enter Proposal Compliance Codes Screen 16 provides information about forms, committees and subject matter pertaining to compliance guidelines set by the sponsor and/or other entities associated with the proposal. Screen 16 - Proposal Compliance Codes 016 Proposal Compliance Codes 02/19/09 14:27 MECHANISM OF VERTEBRATE MESODERM PATTERN FY 2009 CC 99 Screen: ___ Proposal: 0400105 Version: ___ F Committee Committee Type Typ S Date Comment Comment AS _ 09/22/2003 FORMS REC'D_____________________________ ZEBRAFISH___________ RD _ __________ ________________________________________ ____________________ AS _ 10/08/2003 AUP #2003-236 10/8/03-10/8/06___________ ZEBRAFISH___________ RD _ 10/08/2003 IBC #2003190 EXP 1/6/04 PENDING_________ ____________________ RD _ __________ NEW FORMS_______________________________ ____________________ AS _ 10/22/2003 SENT TO SCAN/FILE/SPONSOR/RA____________ ____________________ RD _ 10/22/2003 SENT TO SCAN/FILE/SPONSOR/RA____________ ____________________ __ _ __________ ________________________________________ ____________________ __ _ __________ ________________________________________ ____________________ __ _ __________ ________________________________________ ____________________ __ _ __________ ________________________________________ ____________________ __ _ __________ ________________________________________ ____________________ __ _ __________ ________________________________________ ____________________ Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a proposal number in the Proposal field and press . You may also type an asterisk (*) in this field and press to select a proposal from the displayed list in the pop-up window. • Type information in the available fields, as desired. • Press to record the proposal information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Enter a FAMIS proposal identification number. Version: 3 characters/digits Identify the version number of the proposal selected. Screen Information Typ: ? Help 2 characters Indicate the type of subjects and/or substances to be used in the proposed research. FS: 1 character Indicate the form status. Type “Y” if the forms have been completed. Screen 16 – Proposal Compliance Codes (cont’d) Committee Date: 8 digits Indicate the date of a committee action. Committee 40 characters Comment: Enter any comments concerning action, decision, etc. by the committee. Type Comment: 20 characters Provide comments about the type of human/animal/DNA used, or the countries involved in the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Enter Proposal Comments Notes concerning the status of a proposal are entered on Screen 17. This screen allows you to enter any additional information needed for the proposal. Text is entered without a wrap-around feature. To avoid splitting a word between two lines, use the TAB key to advance to the next text line available. Screen 17 - Proposal Comments 017 Proposal Comments 02/19/09 14:32 SUPERCRITICAL EXTRACTION OF COMPL FY 2009 CC 99 Screen: ___ Proposal: 8800713 Version: ___ AWARDED PROJECT - 6193___________________________________________ OA SP ABBREVIATION - TEES________________________________________ ID NBR - CES-8813714_____________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a proposal number in the Proposal field and press . You may also type an asterisk (*) in this field and press to select a proposal from the displayed list in the pop-up window. • Type comments in the available space, as desired, and press to record the proposal comments. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Enter a FAMIS proposal identification number. Version: 3 characters/digits Identify the version number of the proposal. Screen Information [Comments] 65 characters/15 lines Enter comments and information about proposal. Screen 17 – Proposal Comments (cont’d) Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Display Contacts for a Proposal Screen 18 is used to view all contacts for a specified proposal that were entered on Screen 19. Screen 18 - Proposal Contact Information 018 Proposal Contact Information 02/19/09 14:40 COLLABORATIVE LONGITUDINAL STUDY OF FY 2009 CC 99 Screen: ___ Proposal: 0000813 Version: ___ Sponsor: 0000756 DHHS-NIH-NIMH * ----- Contacts ----- * Sel Type Name Title Phone Ext. _ PP MR. LONNIE L. LEBO GRANTS MANAGEMENT SP *** End of list *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a proposal number in the Proposal field and press . • You may also type an asterisk (*) in this field and press to select a proposal from the displayed list in the pop-up window. • Type an “X” in the Sel (Select) field next to a contact and press to advance to Screen 19 and view detailed contact information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Enter a FAMIS proposal identification number. Version: 3 characters/digits Identify the version number of the proposal. Screen Information Sponsor: PF2 Help 7 digits/30 characters Shows the sponsor number and name associated with the specified proposal. Sel: 1 character Type an “X” to select a contact and press to advance to Screen 19 to view additional contact information. Screen 18 – Proposal Contact Information (cont’d) Type: PF2 Help 2 characters Identifies the type of contact. Name: 25 characters Displays the full name of the contact. Title: 20 characters/digits Indicates the title/function of the proposal contact. Phone: 10 digits Shows the area code and phone number of the proposal contact. Ext: 4 digits Identifies the phone extension number of the specified contact. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Enter Proposal Contact Information Details about a contact associated with a proposal are maintained on Screen 19. The fields provide attribute information about the contact person. Press PF10 to view a list of contacts for the proposal, if more than one is specified. This screen is also used to delete a proposal contact. Screen 19 - Proposal Contact Maintenance 019 Proposal Contact Maintenance 02/19/09 14:43 LIGHT-EMITTING, LIGHT-HARVESTING, AND FY 2009 CC 99 Screen: ___ Proposal: 0000707 Version: ___ Contact Type: PP Sponsor: 0000886 DOD-ADVANCED RESEARCH PROJECTS AGENCY Contact Number: 1 Delete this Contact: _ (Y/N) Name: DR. EDNA EARLE/PROG MGR__ Title: DARPA/MTO________________ Address: MICROSYSTEMS TECHNOLOGY OF____ 1001 SOUTH FAIR DRIVE_________ ______________________________ City: ARLINGTON___________ State: VA Zip: 222031714 Phone: 703-777-0000 Ext: ____ Country: ___ Fax: 703-666-2222 >>> Press PF10 for a list of Project Contacts <<< Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next List Basic Steps Add New Proposal Contacts • Type a proposal identification number and contact type in the fields provided and press . • Type the name of the contact in the Name field and add additional information in the available fields. • Press to record the proposal contact information. Modify Existing Proposal Contacts • Type a proposal identification number and contact type in the fields provided and press to display existing proposal contact information. • Make modifications as needed and press to record the contact information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Enter a FAMIS proposal identification number. Screen 19 – Proposal Contact Maintenance (cont’d) Version: 3 characters/digits Identify the version number of the proposal selected. . Contact Type: ? Help 2 characters Indicate the level or position of the proposal contact. Screen Information Sponsor: PF2 Help 7 digits/30 characters Identifies the sponsor number and name associated with the specified proposal. Contact Number: 3 digits Displays the system assigned number given to each contact. Delete this 1 character Contact: Enter “Y” if the contact should be deleted from the proposal information. . Name: 25 characters Identify the full name of the specified proposal contact. Title: 25 characters Include the title/function of the specified proposal contact. Address: 3 lines/30 characters Indicate the street address of the contact where correspondence should be mailed. City: 15 characters Shows the city for the contact’s mailing address. St: ? Help 2 characters Indicates the state for the contact’s mailing address . Zip: 9 digits Identifies the zip code for the contact’s mailing address. Phone: 10 digits Identify the contact’s area code and phone number. Ext: 4 digits Indicate the phone extension number for the specified contact. Country: ? Help 3 characters Identify the country code of the specified proposal contact. FAX: 10 digits Indicate the area code and FAX number for the contact. Screen 19 – Proposal Contact Maintenance (cont’d) Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF10 List List Displays list of available contacts. Display Proposal Status Logs Information about a project’s status may be viewed on Screen 20. This screen shows the status of a proposal, and when modifications were made. It also displays the FAMIS ID of the person who made the changes and any comments entered. Screen 20 - Proposal Status Log 020 Proposal Status Log 02/19/09 14:49 LOW-COAT ACTIVE WARNING SYSTEMS FOR FY 2009 CC 99 Screen: ___ Proposal: 0400138 Version: ___ Status Changed Modify St Date Date ID Comment E 09/10/2003 09/10/2003 CxxxxxP INITIAL STATUS_______________________________ P 09/25/2003 09/25/2003 RxxxxxP PROPOSAL MAILED - STATUS CHGD FROM E TO P____ A 09/25/2003 01/28/2004 TxxxxxP AWARDED______________________________________ Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a proposal number in the Proposal field and press . You may also type an asterisk (*) in this field and press to select a proposal from the displayed list in the pop-up window. • Type comments in the Comment field, as needed and press . Proposal Maintenance Process Add/Modify Comments The first line in the Comment field is used for the initial status of the proposal. This comment cannot be modified. All other comment lines are available for adding additional comments or modification/clarification, as desired. Screen 20 – Proposal Status Log (cont’d) Proposal Status The St (Status) field is used to indicate the status of the award for the proposal. Each time the status is changed on Screen 11, a record of this change will appear on Screen 20. Valid status values include: +------------------------------------------------------------------+ | VALUES MEANING | | ------------------------------ ----------------------------- | | A AWARDED - PARTIALLY EXECUTED | | C CANCELLED - NOT SUBMITTED | | E PRE-SUBMISSION | | F AWARDED - FULLY EXECUTED | | P PENDING SPONSOR APPROVAL | | R REJECTED BY SPONSOR | | V REVISION SUBMITTED | | W WITHDRAWN FROM SPONSOR REVIEW | +------------------------------------------------------------------+ Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Enter a proposal identification number. Version: 3 characters/digits Identify the version number of the proposal. Screen Information St: 1 character Shows status of the proposal. Status Date: 8 digits Displays the date the proposal status was entered. Changed Date: 8 digits Displays the date of the status change. Modify ID: 6 characters/digits Identifies the user identification number of the person making the proposal status change. Comment: PF2 Help 45 characters Enter comments to explain changes made. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Add/Modify Proposal Cost Sharing Data Account numbers and other details about the proposed cost sharing data for a proposal is entered or updated on Screen 21. Screen 21 - Proposal Cost Sharing Data 021 Proposal Cost Sharing Data 02/19/09 14:58 HEALTH EFFECTS ASSESSMENT FOR COMPLEX FY 2009 CC 99 Screen: ___ Proposal: 0001068 Version: ___ Sponsor Req. Amt: 738915.00 Total Cost Share Amt: 56187.00 Mandatory Cost Share: _ Remaining ----------------- First Period ----------------- Years Sponsor Support 239665.00 499250.00 Cost Sharing Acct# 02-130015__ 06-112008__ ___________ Total a. Salaries ____3038.00 ____7735.00 ___________ 10773.00 ___22198.00 b. Benefits _____656.00 ____1326.00 ___________ 1982.00 ____4064.00 c. Equipment ___________ ___________ ___________ ___________ d. Indirect Cost ____1625.00 ____3987.00 ___________ 5612.00 ___11558.00 e. Other ___________ ___________ ___________ ___________ Total Cost Sharing 5319.00 13048.00 18367.00 37820.00 Total Cost 258032.00 537070.00 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a proposal number in the Proposal field and press to display the cost sharing data. You may also type an asterisk (*) in this field and press to select a proposal from the displayed list in the pop-up window. • Type information in the available fields, as desired. • Press to record the proposal cost sharing data information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Enter a FAMIS proposal identification number. Version: 3 characters/digits Identify the version number of the proposal. Screen Information Sponsor Req. Amt: PF2 Help 15 digits Shows dollar amount requested from the sponsor for the proposal. Total Cost PF2 Help 15 digits Share Amt: Indicates the dollar amount expected to be used for cost sharing. Screen 21 – Proposal Cost Sharing Data (cont’d) Mandatory Cost PF2 Help 1 character Share: Enter “Y” if cost sharing is mandatory. First Period Sponsor Support: 15 digits Displays the total dollar amount requested from the sponsor for the first period of the proposal, as defined on Screen 14. Cost Sharing Acct#: 11 digits Indicate TAMUS account numbers from which cost sharing will be paid. Salaries: 11 digits Enter amount of salary to be cost shared. Benefits: 11 digits Enter amount of fringe benefits for cost sharing. Equipment: 11 digits Indicate equipment costs to be cost shared. Indirect Cost: 11 digits Include indirect cost calculated on cost sharing. Other: 15 digits Enter other cost calculation on cost sharing. Total: 11 digits Provides the total sum of the amounts entered. Remaining Years: 11 digits (a., b., c., d., e.) Enter the total dollar amount requested from the sponsor for the subsequent period of the proposal, as defined on Screen 14. Total Cost Sharing: 11 digits Identify the total dollar amount expected to be used for cost sharing. Total Cost: 11 digits Displays the total cost of the proposal. Additional Functions: PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Display Proposal Routing Actions Each proposal entered in the sponsored research module of FAMIS is tracked and documented through every step in the proposal preparation process. This proposal routing information is available on Screen 22. Screen 22 - Proposal Routing Actions 022 Proposal Routing Actions 02/19/09 15:13 INTERNATIONAL RESEARCH TRAINING FY 2009 CC 99 Screen: ___ Proposal: 0401071 Version: ___ Status Date: 04/21/2004 Status: F AWARDED - FULLY EXECUTED Sponsor Due Date: 04/21/2004 Firm Due Date: N Multiple Submissions: _ Target Mail by Date: 04/20/2004 Submit/Mail Date: 04/20/2004 Carrier: CRT Flg Date Comment Userid Budget In House: Y 04/09/2004 LOGGED IN 4/8/2004____________ CxxxxxP Budget In Proposals: Y 04/09/2004 ______________________________ CxxxxxP Recv'd Routing Text: Y 04/09/2004 ______________________________ CxxxxxP Final Text: Y 04/16/2004 ______________________________ CxxxxxP Routing Started: Y 04/09/2004 ______________________________ CxxxxxP Routing Completed: Y 04/26/2004 TAMU CLEARED 4/19_____________ RxxxxxP Package In Proposals: Y 04/19/2004 ______________________________ CxxxxxP Quality Checked: Y 04/20/2004 ______________________________ BxxxxxP Xeroxed: Y 04/20/2004 ______________________________ CxxxxxP Bagged: Y 04/26/2004 FILE/RS TO ELLA_______________ RxxxxxP Campus Copies Sent: Y 04/29/2004 ______________________________ CxxxxxP Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a proposal number in the Proposal field and press . You may also type an asterisk (*) in this field and press to select a proposal from the displayed list in the pop-up window. • Enter additional information in the available fields, as desired. • Press to record the information. Proposal Routing Process Proposal Actions The following is a list of proposal actions currently tracked by FAMIS: Budget in House Budget in Proposals Recv’d Routing Text Final Text Routing Started Routing Completed Package in Proposals Quality Checked Xeroxed Bagged Campus Copies Sent Screen 22 –Proposal Routing Actions (cont’d) Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Enter a proposal number. Version: 3 characters/digits Identify the version number, if needed. Screen Information Status Date: PF2 Help 8 digits Displays the date the proposal status was originally entered. Status: PF2 Help 1 character Indicates the status of the award for the proposal. Sponsor Due Date: 8 digits Indicate the date that the proposal must be received by the sponsor. Firm Due Date: PF2 Help 1 character Enter “Y” if the sponsor due date is firm. Multiple 1 character Submissions: Enter “Y” if a proposal is being assigned multiple numbers and being sent to multiple sponsors. Target Mail by Date: PF2 Help 8 digits Enter the date by which the proposal needs to be mailed to the sponsor. Submit/Mail Date: PF2 Help 8 digits Indicate the date the proposal was submitted/mailed to the sponsor. Carrier: ? Help 3characters/digits Identify the mail carrier used to submit the proposal. Flg: 1 character Enter “Y” if a routing action has been completed. Date: 8 digits Include the date the routing action was completed. Comment: 30 characters Add comments to provide additional information on routing action. Userid: 6 characters/digits Shows the User ID of the person who changed information on a specific routing action (system maintained). Screen 22 –Proposal Routing Actions (cont’d) Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Delete a Proposal You may delete a proposal using Screen 90. However, you may NOT use this screen to delete the following: • Proposals with a status of either “A” or “F” (awarded partially or fully) • Proposals that have researchers assigned to them, without first removing the researcher information from Screen 13. Screen 90 – Proposal Delete S6294 Researchers exist for this proposal - del on 013 first 090 Proposal Delete 02/19/09 15:17 FY 2009 CC 99 Screen: ___ Proposal: 0900021 Version: ___ Enter 'Y' to Delete: _ Title: MECHANISMS OF ENZYMATIC REACTIONS AND Long Title: MECHANISMS OF ENZYMATIC REACTIONS AND PROTEIN FOLDING BY HYPERPOLARIZED NMR Sponsor: 0000852 DHHS-NIH Status: P Status Date: 10/01/2008 Amt Funded: Proposal Type: U Begin Date: 07/01/2009 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Enter the desired proposal number in the Proposal field and press . • To delete the proposal, type “Y” in the Delete field and press . • Confirm the deletion by typing “Y” in the pop-up window that appears requesting confirmation to remove the proposal from the system. Proposal Deletion Process Proposals with a status of “A” or “F” may not be deleted using this screen. Confirm Proposal Deletion Once you have entered “Y” in the Delete field on Screen 90, a confirmation window will be displayed. Type “Y” in the pop-up window to confirm the deletion of the selected proposal and it will be removed from the system. Screen 90 – Proposal Delete (cont’d) Screen 90 – Delete Confirmation Pop-up Window +------------------------------------------------------------+ | | | | | Type 'Y' To Confirm Deletion | | of Proposal Number: 0000004 (Y/N): Y | | | +------------------------------------------------------------+ Proposal Status The Status field is used to indicate the status of the award for the proposal. Each time the status is changed (using Screen 11), a record of this change will appear on Screen 90. Valid status values include the following: +------------------------------------------------------------------+ | VALUES MEANING | | -------------------------------- ----------------------------- | | A AWARDED - PARTIALLY EXECUTED | | C CANCELLED - NOT SUBMITTED | | E PRE-SUBMISSION | | F AWARDED - FULLY EXECUTED | | P PENDING SPONSOR APPROVAL | | R REJECTED BY SPONSOR | | V REVISION SUBMITTED | | W WITHDRAWN FROM SPONSOR REVIEW | | | | PF1=Menu PF4=Exit | +------------------------------------------------------------------+ Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: 7 digits Enter the desired proposal number. Version: 3 characters/digits Identify the version number, if needed Screen Information Enter ‘Y’ to Delete: 1 character Enter “Y” to delete the proposal. A pop-up window will appear requesting confirmation of the deletion. Title: PF2 Help 40 characters Provides a short name or abbreviation of the proposal title. Long Title: PF2 Help 130 characters Provides the complete title of the proposal. Sponsor: PF2 Help 7 digits/30 characters Shows the FAMIS identification number and name of the sponsor responsible for proposal. Screen 90 – Proposal Delete (cont’d) Status: PF2 Help 1 character Indicates the award status of the selected proposal. Status Date: 8 digits Indicates the date the proposal status was assigned. Amt. Funded: PF2 Help 15 digits Identifies the dollar amount of funds that have been authorized by the sponsor for the proposal. Proposal Type: PF2 Help 1 character Indicates the type of proposal. Begin Date: 8 digits Displays the estimated start date for the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Section IV Proposal Inquiry Display Proposals for a Sponsor Screen 30 displays a list of all proposals for a sponsor, including any subsequent versions. Screen 30 - Proposals by Sponsor 030 Proposals by Sponsor 02/19/09 15:30 OHIO-DEPARTMENT OF TRANSPORTATION FY 2009 CC 99 Screen: ___ Sponsor: 0002662 Proposal: _______ Version: ___ S Proposal/Ver Title Stat Spon Req. Amt - ----------- ---------------------------------------- ---- ------------- _ 0700428 VEGETATED BIO-FILTER FOR POST P 507903.00 _ 0700921 DEVELOPMENT OF A TL-3 DEEP BEAM TUBULAR F 167998.00 _ 0700921 RB1 DEVELOPMENT OF A TL-3 DEEP BEAM TUBULAR P 167998.00 _ 0701038 COST BENEFIT MODELS TO SUPPORT PMS R 187722.00 _ 0800991 RESILIENT MODULUS PREDICTIVE MODELS FOR W 175000.00 *** End of Proposal List *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Basic Steps • Type a sponsor number in the Proposal field and press . You may also type an asterisk (*) in this field and press to select a sponsor from the list provided in the pop-up window. • Type an “X” in the S (Select) field and press to select a proposal and advance to Screen 11 to view additional information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Sponsor: * Help 7 digits Enter the desired sponsor number. Proposal: 7 digits Indicate the proposal number to be displayed on the first line of the listing, if desired. Version: 3 characters/digits Identify the version of the proposal to be displayed on the first line of the listing. Screen 30 – Proposals by Sponsor (cont’d) Screen Information S: 1 character Type “X” to select a proposal and press to advance to Screen 11, where detailed proposal information will be displayed. Proposal/Ver: 10 characters/digits Identifies the proposal and its specific version number, if applicable. Title: PF2 Help 40 characters Provides a short name or abbreviation of the proposal title. Stat: PF2 Help 1 character Indicates the status of the award for the proposal. Spon Req. PF2 Help 15 digits Amt: Identifies the dollar amount requested from the sponsor for the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Proposals with a Researcher by Sponsor Use Screen 31 to view a complete list of all researchers who receive support from a specified sponsor. The proposal and version numbers associated with the researcher are displayed, along with the award distribution amount. Screen 31 - Proposals by Sponsor with Researcher 031 Proposals by Sponsor with Researcher 02/19/09 15:35 DOC-NOAA FY 2009 CC 99 Screen: ___ Sponsor: 0000821 Proposal: _______ Version: ___ Include Only: Researcher: _________ S Proposal/Ver Sta Dept Researcher Name Distributed Amt - ------------ --- ----- ------------------------------ --------------- _ 0000047 R 00203 DREW, DARLA D 59682.00 _ 0000210 F 00080 HARRIS, HARMON H 371394.00 _ 0000210 RB1 V 00080 HARRIS, HARMON H 225000.00 _ 0000419 F 00024 RAY, RONALD R 125000.00 _ 0000458 F 00088 LANDERS, LONA L 00088 HARRIS, HARRY H _ 0000458 RB1 V 00088 GRANT, GARY G 84720.00 00088 CRAMER, CARRIE C 84720.00 _ 0000458 RB2 V 00088 GRANT, GARY G 84720.00 00088 CRAMER, CARRIE C 84720.00 _ 0000538 F 00088 IRIS, IDA I 00088 CRAMER, CARRIE C _ 0000538 RB1 V 00088 IRIS, IDA I *** Press ENTER to View More Proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Basic Steps • Type a sponsor number in the Sponsor field and press . You may also type an asterisk (*) in this field and press to select a proposal from the displayed list in the pop-up window. • Type additional information in the fields provided, as desired, and press to display all proposals and their researchers for the selected sponsor. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Sponsor: * Help 7 digits Identify the sponsor whose proposals are to be displayed. Proposal: 7 digits Indicate the proposal number to be displayed on the first line of the listing, if desired. Version: 3 characters/digits Identify which version of the proposal is to be displayed on the first line of the listing. Screen 31– Proposals by Sponsor with Researcher (cont’d) Include only: Researcher: 9 digits Enter the researcher’s UIN or name to restrict the displayed list. Screen Information S: 1 character Type an “X” and press to select a specific proposal and advance to Screen 11, where detailed proposal information will be displayed. Proposal/Ver: 10 characters/digits Identifies the proposal and its specific version number. Sta: 1 character Indicates the status of the award for the proposal. Dept: 5 digits Identifies the department associated with listed researcher. Researcher Name: 30 characters Displays the full name of the researcher for the proposal. Distributed Amt: 15 digits Indicates the dollar amount distributed to the listed researcher for the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Display Proposals for a Researcher It is possible for you to search proposals and sponsor information for specific researcher information using Screen 32. Screen 32 - Proposals for a Researcher 032 Proposals for a Researcher 02/19/09 15:43 ARENS, ARNOLD A FY 2009 CC 99 Screen: ___ Researcher: 5uuuuuuu7 Proposal: _______ Version: ___ S Proposal/Ver Sponsor Name Sta Dept Distributed Amt - ----------- ------------------------------------ --- ----- --------------- _ 0100428 NATIONAL SCIENCE FOUNDATION F 00017 8600.00 _ 0100654 NATIONAL SCIENCE FOUNDATION R 00017 67200.00 _ 0201202 NATIONAL SCIENCE FOUNDATION F 00017 721260.00 _ 0201202 RB1 NATIONAL SCIENCE FOUNDATION V 00017 525000.00 _ 0300144 DOE-GERMANTOWN C 00017 _ 0400311 NATIONAL SCIENCE FOUNDATION R 00017 375960.20 _ 0400623 NATIONAL SCIENCE FOUNDATION F 00017 9500.00 _ 0501839 NATIONAL SCIENCE FOUNDATION F 00018 666919.00 _ 0600046 NATIONAL SCIENCE FOUNDATION R 00017 667962.00 _ 0601955 NATIONAL SCIENCE FOUNDATION R 00018 583474.00 _ 0801425 NATIONAL SCIENCE FOUNDATION F 00018 413999.00 _ 0900438 NATIONAL SCIENCE FOUNDATION P 00018 527057.00 _ 8800190 NATIONAL SCIENCE FOUNDATION F 00017 75000.00 *** press ENTER to view more Proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Basic Steps • Type a researcher identification number in the Researcher field and press . You may also type an asterisk (*) in this field press to select a proposal from the displayed list in the pop-up window. • To view a specific proposal or version, enter the information in the fields provided. • Press to display a list of proposals for the specified researcher. • Type an “X” in the S (Select) field to view additional proposal information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Researcher: * Help 9 digits Identify the ID number of the researcher whose proposals are to be displayed. Proposal: 7 digits Indicate which proposal is to be displayed on the first line of the listing, if desired. Version: 3 characters/digits Identify which version of the proposal is to be displayed on the first line of the listing. Screen 32 – Proposals for a Researcher (cont’d) Screen Information S: 1 character Type “X” and press to select a proposal and advance to Screen 11, where detailed proposal information will be displayed. Proposal/Ver: 10 digits/characters Identifies the proposal number and its specific version number, if applicable. Sponsor Name: PF2 Help 40 characters Indicates the name of the sponsor associated with the proposal. Sta: 1 character Indicates the status of the award for the proposal. Dept: 5 digits Identifies the department associated with listed researcher. Distributed Amt: 15 digits Indicates the dollar amount distributed to the listed researcher for the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Browse Proposals by RFP Number Screen 33 displays proposals that are associated with a Request for Proposal (RFP) number. The PF keys at the bottom of this screen provide additional proposal information. Screen 33 - Proposals by RFP Number 033 Proposals by RFP Number 02/19/09 15:49 FY 2009 CC 99 Screen: ___ RFP Number: DK-96-07_______ Proposal: _______ Version: ___ S Proposal/Ver RFP Number Sponsor Name Dept Spon Req. Amt - ----------- -------------------- ---------------------- ----- ------------- _ 9600589 DK-96-07 DHHS-NIH 00071 1251242.00 _ 0600734 DLS-111805-IMOD SCIENCE APPLICATIONS I 00125 1.00 _ 0800539 DOT-07/08-9014-JP FLORIDA DEPARTMENT OF 00220 150000.00 _ 0100181 DTFH3-00-R-0017 ENSCO 00220 0.01 _ 9900278 DTFH60-98-R-00009 PALISADES CONSULTING G 0.01 _ 0001323 DTFH61-R-00-00029 DOT-FEDERAL HIGHWAY AD 00220 494919.00 _ 0201468 DTFH61-R-00115 TELVENT FARRADYNE, INC 00220 85000.00 _ 0201468 RB1 DTFH61-R-00115 TELVENT FARRADYNE, INC 00220 76084.00 _ 0201468 RB2 DTFH61-R-00115 TELVENT FARRADYNE, INC 00220 0.01 _ 0000534 DTFH61-00-R-00003 INSTITUTE OF TRANSPORT 00220 0.01 _ 0001147 DTFH61-00-R-00034 DOT-FEDERAL HIGHWAY AD 00220 4804880.00 _ 0001256 DTFH61-00-R-00071 WILBUR SMITH ASSOCIATE 00220 138590.00 _ 0001293 DTFH61-00-R-00035 DOT-FEDERAL HIGHWAY AD 00220 900268.00 *** press ENTER to view more Proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Basic Steps • Type all or part of a RFP number or an asterisk (*) in the RFP Number field. • You may also include a proposal number and version number in the fields provided to view a specific proposal. • Press to view a list of proposals by RFP number. • Type “X” in the S (Select) field and press to select a proposal and advance to Screen 11 to view additional detailed information. • The PF5 and PF6 keys may also be used to view additional proposal information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . RPF Number: 15 characters/digits Enter the desired RPF number to be displayed, or type an asterisk (*) to display all available RPF numbers. Proposal: 7 digits Indicate which proposal is to be displayed on the first line of the listing, if desired. Version: 3 characters/digits Identify which version of the proposal, if specified, is to be displayed on the first line of the listing. Screen 33 – Proposals by RFP Number (cont’d) Screen Information S: 1 character Type “X” and press to select a proposal and advance to Screen 11, where detailed proposal information will be displayed. Proposal/Ver: 10 characters/digits Identifies the proposal and its specific version number, if applicable. RFP Number: 15 characters/digits Indicates the request for proposal number. Sponsor Name: PF2 Help 40 characters Shows the name of the sponsor associated with the proposal. Dept: 5 digits Identifies the department associated with listed researcher. Spon Requested PF2 Help 12 digits Amt: Displays the dollar amount requested from the sponsor for the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Browse Proposals by Keyword You may search proposals by keywords associated with the proposal using Screen 34. If the keyword is not known, type an asterisk (*) in the Keyword field. Keywords are entered on Screen 15. Screen 34 - Proposals by Keyword 034 Proposals by Keyword 02/19/09 15:51 FY 2009 CC 16 Screen: ___ Keyword: *______________ Proposal: _______ Version: ___ S Proposal/Ver Keyword Sponsor Name Dept Spon Req. Amt - ----------- -------------- ------------------------ ----- --------------- _ 0000001 0112089 SERVICIOS INDUSTRIALES, DBCS 60910.00 _ 0000002 0112144 IDRA DEED 32975.00 _ 0000003 0112144 WELCH FOUNDATION DBCS 60000.00 _ 0000009 0201057 WEST TEXAS STATE UNIVERS DONG 91379.55 _ 0000002 0500000 IDRA DEED 32975.00 _ 0000009 0502027 WEST TEXAS STATE UNIVERS DONG 91379.55 _ 0000001 0606045 SERVICIOS INDUSTRIALES, DBCS 60910.00 _ 0000020 0606047 TEXAS HIGHER EDUCATION C DBCS 53521.00 _ 0000018 0606049 FORD FOUNDATION TCBD 15000.00 _ 0000012 1102000 CITY OF LAREDO TCBD 14995.00 *** End of Proposal List *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Basic Steps • Type all or part of a keyword in the Keyword field and press . You may also type an asterisk (*) in this field and press to view all proposals with a keyword. • To view a specific proposal and version, type the information in the fields provided and press . • Type “X” in the S (Select) field to select a proposal and advance to Screen 11 to view additional detailed information. Proposal Inquiry Process Keyword Search If the keyword is not known, typing a word, portion of a word, number, or an asterisk (*) in the Keyword field and pressing will list proposals associated with the keyword in alphabetical or numerical order. Type an “X” next to the desired proposal and press to select the proposal and return to Screen 34, where detailed proposal information will be displayed. Screen 34 – Proposals by Keyword (cont’d) Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Keyword: * Help 15 characters/digits Identify the keyword whose proposals are to be displayed, or type an asterisk (*) to view all keywords for your campus code. Proposal: 7 digits Indicate which proposal is to be displayed on the first line of the listing, if desired. Version: 3 characters/digits Identify which version of the proposal, if specified, is to be displayed on the first line of the listing. Screen Information S: 1 character Type “X” and press to select a proposal and advance to Screen 11, where detailed proposal information will be displayed. Proposal/Ver: 10 characters/digits Identifies the proposal and its specific version number, if applicable. Keyword: 15 characters/digits Indicates the specific keyword associated with the proposal. Sponsor Name: PF2 Help 40 characters Indicates the name of the sponsor associated with the proposal. Dept: 5 characters Identifies the department associated with listed researcher. Spon Req. PF2 Help 12 digits Amt: Displays the dollar amount requested from the sponsor for the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Browse Proposals by System Member Use Screen 35 to search for a proposal by its associated Campus Code or System Member part number. Screen 35 - Proposals by Research System Member 035 Proposals by Research System Member 02/19/09 15:53 FY 2009 CC 99 Screen: ___ Research System Member: 02 Proposal: _______ Version: ___ Sys S Proposal/Ver Mbr Sponsor Name Typ Dept Spon Req. Amt - ----------- --- -------------------------------- --- ----- --------------- _ 0000126 02 NATIONAL SCIENCE FOUNDATION U 00062 84882.00 _ 0000127 02 NATIONAL SCIENCE FOUNDATION C 00088 1072215.00 _ 0000127 RB1 02 NATIONAL SCIENCE FOUNDATION C 00088 1097215.00 _ 0000127 RB2 02 NATIONAL SCIENCE FOUNDATION C 00088 260503.00 _ 0000137 02 U.S. FILTER C 00017 54426.00 _ 0000140 02 TELECOMMUNICATIONS INFRASTRUCTUR U 20000.00 _ 0000142 02 DHHS-NIH R 00012 5158367.00 _ 0000142 RB2 02 DHHS-NIH R 00012 4906616.00 _ 0000142 RB3 02 DHHS-NIH R 00012 4906616.00 _ 0000145 02 NATIONAL SCIENCE FOUNDATION U 00062 120030.00 _ 0000145 RB1 02 NATIONAL SCIENCE FOUNDATION U 00062 78000.00 _ 0000148 02 DHHS-NIH U 00017 0.01 _ 0000163 02 NATIONAL SCIENCE FOUNDATION U 00062 81008.00 *** Press ENTER to view more proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Basic Steps • Type a campus code or System Member part number in the Research System Member field and press to view all proposals for the selected System Member. You may also type a question mark (?) in this field to select a campus code from the displayed list in the pop-up window. • Type additional information in the fields provided, as needed, and press . • Type “X” in the S (Select) field to select a proposal and proceed to Screen 11. Proposal Inquiry Process Select a Campus Code The Research System Member field is used to indicate the Campus Code or part number of the System Member associated with the proposal. A question mark (?) typed in this field followed by pressing displays a pop-up window with campus code information listed in alphabetical or numerical order. Typing an “X” next to the desired campus code will pass the code back to Screen 34. Press PF4 if you wish to return to Screen 34 without selecting a campus code. Screen 35 – Proposals by Research System Member (cont’d) Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Research System ? Help 2 digits/characters Member: Enter the Campus Code of the System Member. Proposal: 7 digits Indicate the proposal number to be displayed on the first line of the listing. Version: 3 characters/digits Identify which version of the proposal, if specified, is to be displayed on the first line of the listing. Screen Information S: 1 character Type an “X” to select a proposal and advance to Screen 11. Proposal/Ver: 10 characters/digits Identifies the proposal and its specific version number, if applicable. Sys Mbr: PF2 Help 2 digits Indicates the specific campus code associated with the proposal. Sponsor Name: PF2 Help 40 characters Indicates the name of the sponsor associated with the proposal. Typ: PF2 Help 1 character Identifies the function type of the contact. Dept: 5 characters/digits Identifies the department associated with listed researcher. Spon Req. PF2 Help 12 digits Amt: Displays the dollar amount requested from the sponsor for the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Browse Proposals by Prior System Number Screen 36 provides a list of proposals with a prior system number (i.e. the previous identification number under a different system). You may also select a proposal and press PF6 to view researcher information. Screen 36 - Proposals by Prior System Number 036 Proposals by Prior System Number 02/19/09 15:56 FY 2009 CC 99 Screen: ___ Prior System Number: *______________ S Proposal/Ver Prior Prop Nbr Sponsor Name Dept Spon Req. Amt - ----------- --------------- ------------------------ ----- --------------- _ 9601010 3152 DHHS-NIH-FIC 00236 203759.00 _ 9600533 3157 MOBIL EQUATORIAL GUINEA, 00043 36250.00 _ 9600736 RB1 3279 CONSORTIUM FOR OCEAN LEA 00087 18000.00 _ 9600850 3623 DHHS-NIH-NHLBI 00075 319702.00 _ 9600173 3725L DHHS-NIH-NIGMS 00017 1304276.00 _ 9600408 4236 DHHS-NIH-NIGMS 00012 261560.00 _ 9600210 4250 NASA-WASHINGTON 00145 2900000.00 _ 9800807 434821 USDA-CSRS 00096 70000.00 _ 9900134 437421 MARCH OF DIMES BIRTH DEF 118816.00 _ 9600561 4581 NATIONAL SCIENCE FOUNDAT 00046 11803.00 _ 9600064 4636 DHHS-NIH-NIDDKD 00017 163628.00 _ 9600530 4636H DHHS-NIH-NIDDKD 00017 1204501.00 _ 9700683 464901 DHHS-NIH-NIEHS 00240 236844.00 *** Press ENTER to view more proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Basic Steps • Type a prior system number in the Prior System Number field and press to display proposals with a prior system identification number. You may also type an asterisk (*) in this field and press to view all proposals with a prior system identification number. • Type an “X” in the S (Select) field and press to select a proposal and advance to Screen 11 to view detailed proposal information. • You may also type “X” in the S (Select) field and press PF6 to view additional proposal and researcher information. Proposal Inquiry Process Prior System Number If the prior system number is not known, type an asterisk (*) in the Prior System Number field and press to display a list of all proposals with associated prior system numbers, in numerical order. Type an “X” in the S (Select) field next to the desired proposal number and press to advance to Screen 11, where detailed proposal information will be displayed. Screen 36 – Proposals by Prior System Number (cont’d) Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Prior System 15 characters Number: Identify the prior system identification number of the proposals that are to be displayed, or type an asterisk (*) to view all. Screen Information S: 1 character Type “X” and press to select a proposal and advance to Screen 11, where detailed proposal information will be displayed. Proposal/Ver: 10 characters/digits Identifies the proposal and its specific version number, if applicable. Prior Prop Nbr: PF2 Help 15 digits Indicates the proposal identification number associated with the prior system. Sponsor Name: PF2 Help 40 characters Indicates the name of the sponsor associated with the proposal. Dept: 5 digits Identifies the department associated with listed researcher. Spon Req. PF2 Help 12 digits Amt: Displays the dollar amount requested from the sponsor for the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Browse Proposals by Sponsor/Submit Date Screen 37 allows you to view proposals by their sponsors, grouped by the date that the proposals are submitted. Screen 37 - Proposals by Sponsor/Submit Date 037 Proposals by Sponsor/Submit Date 02/19/09 15:59 MILES STATE UNIVERSITY FY 2009 CC 99 Screen: ___ Sponsor: 0000364 Date: __________ S Proposal/Ver Date Title Sta Spon Req. Amt - ----------- ---------- ---------------------------------- --- ------------- _ 9101179 08/20/1991 SANREM CRSP PROPOSAL R 13516.00 _ 9200894 04/27/1992 COWPEA AGRO-MANAGEMENT TECHNIQUES R 269500.00 _ 9300098 09/14/1992 MSU-TAMRF SUBCONTRACT R 105177.00 _ 9601000 06/06/1996 EVALUATE AND DISSEMINATE R 65885.00 _ 9700402 12/10/1996 LATINO POPULATION GROWTH IN THE RU F 64418.00 _ 9800152 10/07/1997 DEMOGRAPHIC AND ECONOMIC TRANSFORM F 0.01 _ 9700402 RB1 12/19/1997 LATINO POPULATION GROWTH IN THE RU V 58942.00 _ 9800655 03/03/1998 NATIONAL CENTER FOR RURAL LATINOS R 236949.00 _ 9900065 09/23/1998 SERVICE OF LIFE OF CORROSION F 7363.00 _ 9900533 01/21/1999 NETWORK TECHNOLOGY IN TEACHING: F 150100.00 _ 9900655 02/10/1999 AN INTEGRATED BAC MAP OF THE CHICK F 479795.00 _ 9900533 RB1 03/29/1999 NETWORK TECHNOLOGY IN TEACHING: V 150300.00 _ 9900065 RB1 06/11/1999 SERVICE OF LIFE OF CORROSION V 385375.00 *** Press ENTER to view more Proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Basic Steps • Type a sponsor number in the Sponsor field, or type an asterisk (*) in this field and press to select a sponsor from the displayed list in the pop-up window. • Type a submit date in the Date field, if desired, and press to display a list of all proposals for the sponsor, grouped by their submit date. • To select a proposal, type an “X” in the S (Select) field to advance to Screen 11 and view detailed information about a proposal. • You may also select a proposal and press PF6 to view additional proposal and researcher information. Proposal Inquiry Process Sponsor Search and Selection If the sponsor identification number is not known, typing an asterisk (*) in the Sponsor field and pressing will access a pop-up window with a complete list of valid sponsors and their identification numbers. You may search by sponsor name by entering an “N” in the Type field, or by sponsor identification number by entering an “I” in the Type field. Enter an “X” in the selection field next to the desired sponsor and press to select the sponsor and return to Screen 37. Press PF4 if you wish to return to Screen 37 without selecting a sponsor. Screen 37 – Proposals by Sponsor/Submit Date (cont’d) Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Sponsor: * Help 7 digits Identify the sponsor whose proposals are to be displayed. Date: 8 digits Indicate the submit date of the proposal to be displayed on the first informational line of the list. Screen Information S: 1 character Type “X” and press to select a proposal and advance to Screen 11, where detailed proposal information will be displayed. Proposal/Ver: 10 characters/digits Identifies the proposal and its specific version number. Date: PF2 Help 8 digits Identifies the date the proposal was submitted for approval. Title: PF2 Help 40 characters Provides a short name or abbreviation of the proposal title. Sta: PF2 Help 1 character Indicates the status of the award for the proposal. Spon Req. PF2 Help 15 digits Amt: Shows the dollar amount requested from the sponsor for the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Browse Proposals by Submit Date It is possible to view a list of all proposals submitted after a specific date, regardless of their sponsor, using Screen 38. Screen 38 - Proposals by Submit Date 038 Proposals by Submit Date 02/19/09 16:01 FY 2009 CC 99 Screen: ___ Date: 12/15/2008 Proposal: _______ Version: ___ Submit S Proposal/Ver Date Sponsor Sta Spon Req. Amt - ----------- ---------- ----------------------------------- --- ------------- _ 0801640 RB1 12/15/2008 NATIONAL SCIENCE FOUNDATION V 480000.00 _ 0900246 12/15/2008 NATIONAL SCIENCE FOUNDATION P 137096.00 _ 0900295 12/15/2008 DHHS-NIH-NIAID P 339862.00 _ 0900429 12/15/2008 DEPARTMENT OF EDUCATION P 2748702.00 _ 0900448 12/15/2008 DHHS-NIH-NIAID P 180232.00 _ 0900451 12/15/2008 DHHS-NIH-NINDS F 251749.00 _ 0900454 12/15/2008 DHHS-NIH-NCI P 176986.00 _ 0900523 12/15/2008 NATIONAL SCIENCE FOUNDATION P 180216.00 _ 0900562 12/15/2008 NATIONAL SCIENCE FOUNDATION P 226251.00 _ 0900595 12/15/2008 NATIONAL SCIENCE FOUNDATION P 769054.00 _ 0900597 RB1 12/15/2008 NATIONAL SCIENCE FOUNDATION V 290959.00 _ 0900602 12/15/2008 DOC-NOAA P 2276110.00 *** Press ENTER to view more Proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Basic Steps • Type the desired proposal submit date in the Date field and press . You may also include the proposal and version number in the fields provided in order to place the proposal number at the top of the list. • Type an “X” in the S (Select) field to select a proposal and view additional detail on Screen 11. • You may also type an “X” in the S (Select) field and press PF6 to view additional proposal and researcher detail. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Date: 8 digits Enter the submit/mailed date of the proposal to be displayed. Proposal: 7 digits Indicate the proposal number to be displayed on the first line of the listing. Version: 3 characters/digits Identify which version is to be displayed on the first line of the listing. Screen Information S: 1 character Type “X” and press to select a proposal and advance to Screen 11, where detailed proposal information will be displayed. Screen 38 – Proposals by Submit Date (cont’d) Proposal/Ver: 10 characters/digits Identifies the proposal and its specific version number, if applicable. Submit Date: PF2 Help 8 digits Identifies the date the proposal was submitted for approval. Sponsor: PF2 Help 40 characters Displays the name of the sponsor associated with the proposal. Sta: PF2 Help 1 character Indicates the status of the award for the proposal. Spon Req. PF2 Help 15 digits Amt: Identifies the dollar amount requested from the sponsor for the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Browse Proposals by Status If you want to find all proposals that match a specific award status, use Screen 39. You may limit the list displayed by searching for a specific department, researcher or search by the title. The proposals displayed are sorted by the status code. Screen 39 - Proposals by Status (Panel 1) 039 Proposals by Status 02/19/09 16:16 FY 2009 CC 99 Screen: ___ Status: A Proposal: _______ Version: ___ All Researchers: _ Include Only: Proposal Dept: _____ Researcher: _________ Title Search: ______________________________ Submit PANEL: 01 MORE >> S Prop/Ver Sta Date Sponsor Dept Spon Req. Amt - ----------- --- ---------- ----------------------------- ----- ------------- _ 0001003 A 04/24/2000 PENNSYLVANIA TRANSPORTATION I 00220 28758.00 _ 0100051 A 09/08/2000 NASA-MARSHALL 00131 200000.00 _ 0100238 A 10/18/2000 NATIONAL SCIENCE FOUNDATION 00062 834629.00 _ 0100894 A 05/31/2001 DHHS-NIH-NHLBI 00432 103069.00 _ 0101129 A 06/08/2001 RHOBIO 37750.00 _ 0200654 A 01/31/2002 DOI-MMS-WASHINGTON 00088 6844069.00 _ 0201310 A 07/03/2002 ENSCO 00220 312882.00 _ 0201321 A 07/11/2002 LOCKHEED-MARTIN ENERGY SYSTEM 00009 63102.00 _ 0201403 A 08/23/2002 NATIONAL SCIENCE FOUNDATION 00017 96000.00 _ 0300053 A 09/20/2002 NASA-GODDARD 00080 68894.00 _ 0300133 A 12/02/2002 DHHS-NIH-NIEHS 00240 249396.00 _ 0300178 A 01/02/2003 DHHS-NIH-NIGMS 00012 283756.00 *** Press ENTER to view more Proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Left Right Screen 39 - Proposals by Status (Panel 2) 039 Proposals by Status 02/19/09 16:17 FY 2009 CC 99 Screen: ___ Status: A Proposal: _______ Version: ___ All Researchers: _ Include Only: Proposal Dept: _____ Researcher: _________ Title Search: ______________________________ << MORE Total Cost PANEL: 02 S Prop/Ver Sta Share Amount Researcher Name Dept Distributed Amt - ----------- --- ------------- ------------------------ ----- --------------- _ 0001003 A BUELLER, BENITA B 00220 74774.00 _ 0100051 A HARRIS, HARLAN 00131 _ 0100238 A 20475.00 ARRINGTON, ARTIE A 00062 _ 0100894 A 72887.00 MUSE, MARIAN 00432 103069.00 _ 0101129 A 10010.00 TRENT, THOMAS T 00012 _ 0200654 A JOHNSON, JORGE J 00088 3422034.50 _ 0201310 A MOORE, MARLA M 00220 _ 0201321 A METRE, MEESE M 00093 31551.00 _ 0201403 A 960.00 CORKER, CHARLES C 00017 _ 0300053 A BORMAN, BRENDA B 00080 34447.00 _ 0300133 A 109573.00 SANDERS, SARAH S 00240 249396.00 _ 0300178 A MARSH, MARSHAL M 00012 283756.00 *** Press ENTER to view more Proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Left Right Screen 39 – Proposals by Status (cont’d) Basic Steps • Enter a status code in the Status field and press . • You may also include additional information in the fields provided to limit the number of proposals displayed. • Type an “X” in the S (Select) field and press to select a proposal and advance to Screen 11 to view additional detailed information. • You may also type an “X” in the S (Select) field and press PF6 to view additional proposal and researcher information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Status: ? Help 1 character Indicate the status code of the proposals to be displayed. Proposal: 7 digits Indicate which proposal is to be displayed on the first line of the listing. Version: 3 characters/digits Identify which version of the proposal is to be displayed on the first line of the listing. All Researchers 1 character Enter “Y” to include all researchers. Include Only: ? Help 5 digits Proposal Dept: Enter a specific department code to limit display list. Researcher: ? Help 9 digits Type the researcher’s Universal Identification Number. Title Search: ? Help 30 characters/digits Enter any words or patterns located in the title to search for. Screen Information . Panel 1 S: 1 character Type “X” and press to select a proposal and advance to Screen 11, where detailed proposal information will be displayed. Prop/Ver: 10 characters/digits Identifies the proposal and its specific version number. Screen 39 – Proposals by Status (cont’d) Sta: PF2 Help 1 character Indicates the status of the award for the proposal. Submit Date: PF2 Help 8 digits Identifies the date the proposal was submitted for approval. Sponsor: PF2 Help 40 characters Displays the name of the sponsor associated with the proposal. Dept: 5 digits Shows the department associated with the researcher. Spon Req. PF2 Help 15 digits Amt: Identifies the dollar amount requested from the sponsor for the proposal. . Panel 2 Total Cost Share 15 digits Amount: Indicates the dollar amount expected to be used for cost sharing. Researcher Name: 25 characters Displays the full name of the specified researcher. Distributed Amt: 15 digits Shows the dollar amount distributed. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Browse Proposals by Sponsor/Program Screen 40 displays a list of proposals for a sponsor based on their program. You may browse proposals for a sponsor based on their program. Additional information is provided on Panel 2 of this screen by pressing PF11. Screen 40 - Proposals by Sponsor/Program (Panel 1) 040 Proposals by Sponsor/Program 02/19/09 16:34 TEXAS EDUCATION AGENCY FY 2009 CC 99 Screen: ___ Sponsor: 0001008 Program: ______________________________ PANEL: 01 MORE >> S Proposal/Ver Program Stat Submit Date Spon Req. Amt - ----------- ------------------------------ ---- ---------- ------------- _ 0400361 CAREER & TECHNOLOGY EDUCATION R 11/14/2003 57568.00 _ 0300981 COMPETITIVE GRANTS FY03 F 03/12/2003 6000.00 _ 0001375 CONTINUATION R 08/17/2000 200000.00 _ 0101414 CONTINUATION R 08/24/2001 200000.00 _ 0201335 EARLY START PROGRAM F 08/21/2002 244964.00 _ 0201335 RB1 EARLY START PROGRAM V 03/03/2003 172251.00 _ 0201335 RB2 EARLY START PROGRAM V 07/09/2003 52036.00 _ 0301439 EARLY START PROGRAM C 244964.00 _ 0301275 EL CIVICS F 05/22/2003 100000.00 _ 0301275 SU1 EL CIVICS C 100000.00 _ 0301275 SU2 EL CIVICS V 06/25/2003 100000.00 _ 0401178 EL CIVICS F 05/25/2004 104000.00 _ 0301390 EVEN START F 08/05/2003 200000.00 *** Press ENTER to view more Proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Left Right Screen 40 - Proposals by Sponsor/Program (Panel 2) 040 Proposals by Sponsor/Program 02/19/09 16:35 TEXAS EDUCATION AGENCY FY 2009 CC 99 Screen: ___ Sponsor: 0001008 Program: ______________________________ << MORE PANEL: 02 S Proposal/Ver Program Title - ----------- ------------------------------ -------------------------------- _ 0400361 CAREER & TECHNOLOGY EDUCATION SPECIAL POPULATIONS CAREER AND _ 0300981 COMPETITIVE GRANTS FY03 RECRUITMENT AND RETENTION OF SPE _ 0001375 CONTINUATION COLONIAS EVEN START PROGRAM _ 0101414 CONTINUATION COLONIAS EVEN START PROGRAM _ 0201335 EARLY START PROGRAM EVEN START FAMILY LITERACY PROGR _ 0201335 RB1 EARLY START PROGRAM EVEN START FAMILY LITERACY PROGR _ 0201335 RB2 EARLY START PROGRAM EVEN START FAMILY LITERACY PROGR _ 0301439 EARLY START PROGRAM EVEN START FAMILY LITERACY PROGR _ 0301275 EL CIVICS ENGLISH LITERACY CIVICS EDUCATIO _ 0301275 SU1 EL CIVICS EL CIVICS _ 0301275 SU2 EL CIVICS EL CIVICS _ 0401178 EL CIVICS EL CIVICS _ 0301390 EVEN START EVEN START FAMILY LITERACY PROGR *** Press ENTER to view more Proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Left Right Screen 40 – Proposals by Sponsor/Program (cont’d) Basic Steps • Type a sponsor number in the Sponsor field and press . You may also type an asterisk (*) in the Sponsor field and press to select a sponsor from the list displayed in the pop-up window. • Type a program name in the Program field, if desired, and press . • Press PF11 to view additional information on Panel 2. • Type an “X” in the S (Select) field and press to select a proposal and advance to Screen 11 to view detailed proposal information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Sponsor: * Help 7 digits Identify the sponsor number whose proposals are to be displayed. Program: 30 characters Indicate the program name of the proposal to be displayed. Screen Information . Panel 1 S: 1 character Type “X” and press to select a proposal and advance to Screen 11, where detailed proposal information will be displayed. Proposal/Ver: 10 characters/digits Identifies the proposal and its specific version number. Program: PF2 Help 30 characters Indicates the name of the program associated with the specified proposal. Stat: PF2 Help 1 character Indicates the status of the award. Submit Date: PF2 Help 8 digits Identifies the date the proposal was submitted for approval. Spon Req. PF2 Help 15 digits Amt: Identifies the dollar amount requested from the sponsor for the proposal. . Panel 2 Title: 30 characters Provides a short name or abbreviation of the proposal title. Screen 40 – Proposals by Sponsor/Program (cont’d) Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Browse Proposals by Program If you want to view proposals for a specific program, use Screen 41. This screen shows the proposals in alphabetical order, as well as the name of the sponsor. Press PF11 to view additional information on Panel 2. Screen 41 - Proposals by Program (Panel 1) 041 Proposals by Program 02/19/09 16:41 FY 2009 CC 99 Screen: ___ Program: C_____________________________ Proposal: _______ Version: ___ PANEL: 01 MORE >> S Proposal/Ver Program Sponsor - ----------- ------------------------------ -------------------------------- _ 9700566 CHEM RES INSTRUMENTATION NATIONAL SCIENCE FOUNDATION _ 9800506 CHEM RESEARCH INSTRUMEN NATIONAL SCIENCE FOUNDATION _ 0400835 CHEM. SCI., GEO, & BIOSCIENCES DOE-WASHINGTON _ 9500561 CHEMICAL NATIONAL SCIENCE FOUNDATION _ 0001412 CHEMICAL AND BIOLOGIAL OCEANOG NATIONAL SCIENCE FOUNDATION _ 0001302 CHEMICAL EXPOSURES AND RURAL H DHHS-NIH-NIEHS _ 0001302 RB1 CHEMICAL EXPOSURES AND RURAL H DHHS-NIH-NIEHS _ 0101088 CHEMICAL EXPOSURES AND RURAL H DHHS-NIH-NIEHS _ 0101088 SU1 CHEMICAL EXPOSURES AND RURAL H DHHS-NIH-NIEHS _ 9900926 CHEMICAL EXPOSURES AND RURAL H DHHS-NIH _ 9900926 RB1 CHEMICAL EXPOSURES AND RURAL H DHHS-NIH _ 9900926 RB2 CHEMICAL EXPOSURES AND RURAL H DHHS-NIH *** Press ENTER to view more Proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Left Right Screen 41 - Proposals by Program (Panel 2) 041 Proposals by Program 02/19/09 16:42 FY 2009 CC 99 Screen: ___ Program: C_____________________________ Proposal: _______ Version: ___ << MORE PANEL: 02 S Proposal/Ver Title Stat Submit Date Spon Req. Amt - ----------- ------------------------------ ---- ---------- ------------- _ 9700566 UPGRADE OF DATA ACQUISITION AN R 01/10/1997 139590.00 _ 9800506 UPGRADE OF DATA ACQUISITION AN F 01/09/1998 91549.00 _ 0400835 SINGLE-CYCLE STRONG-FIELD W 03/10/2004 521782.00 _ 9500561 129I: A NEW TRACER FOR CARBON R 02/14/1995 592061.00 _ 0001412 MEDIATION OF ESTUARINE PHYTOPL R 08/15/2000 530786.00 _ 0001302 ENVIRONMENTAL AND RURAL HEALTH F 08/01/2000 216000.00 _ 0001302 RB1 ENVIRONMENTAL AND RURAL HEALTH V 10/30/2000 216000.00 _ 0101088 ENVIRONMENTAL AND RURAL HEALTH F 07/27/2001 216000.00 _ 0101088 SU1 ENVIRONMENTAL AND RURAL HEALTH V 09/10/2001 216000.00 _ 9900926 ENVIRONMENTAL AND RURAL HEALTH F 05/05/1999 638400.00 _ 9900926 RB1 ENVIRONMENTAL AND RURAL HEALTH V 10/20/1999 648000.00 _ 9900926 RB2 ENVIRONMENTAL AND RURAL HEALTH V 11/23/1999 648000.00 *** Press ENTER to view more Proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Left Right Screen 41 – Proposals by Program (cont’d) Basic Steps • Type a program name in the Program field and press . You may also type an asterisk (*) in the Program field and press to display all proposals. • Include a proposal and version number in the fields provided to place a proposal at the top of the displayed list. • Type an “X” in the S (Select) field and press to advance to Screen 11 and view additional detailed information. • You may also type an “X” in the S (Select) field and press PF6 to view additional proposal and researcher information. • Press PF11 to view more information on Panel 2. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Program: 30 characters/digits Enter the program name of the proposal to be displayed on the first informational line of the listing, or type an asterisk (*) to display all proposals. Proposal: 7 digits Indicate the proposal number is to be displayed on the first line of the listing. Version: 3 characters/digits Identify which version of the proposal is to be displayed on the first line of the listing. Screen Information . Panel 1 S: 1 character Type “X” and press to select a proposal and advance to Screen 11, where detailed proposal information will be displayed. Proposal/Ver: 10 characters/digits Identifies the proposal and its specific version number, if applicable. Program: PF2 Help 30 characters/digits Indicates the name of the program associated with the specified proposal. Sponsor: PF2 Help 30 characters Displays the name of the sponsor associated with the proposal. . Panel 2 Title: PF2 Help 30 characters Provides a short name or abbreviation of the proposal title. Screen 41 – Proposals by Program (cont’d) Stat: PF2 Help 1 character Indicates the status of the award for the proposal. Submit Date: PF2 Help 8 digits Identifies the date the proposal was submitted for approval. Spon Req. PF2 Help 15 digits Amt: Identifies the dollar amount requested from the sponsor for the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Browse Proposals by Compliance Code Type Screen 42 allows you to search for a proposal, even if the only information you have is the Compliance Code type. Screen 42 - Proposals by Compliance Code Type (Panel 1) 042 Proposals by Compliance Code Type 02/19/09 16:45 FY 2009 CC 99 Screen: ___ Compliance Code Type: AS Proposal: _______ Version: ___ PANEL: 01 MORE >> C/C Typ Committee S Proposal/Ver Typ Fms Date Title - ----------- --- --- ---------- ---------------------------------------- _ 0000476 RB1 AS DEVELOPMENT OF AN URBAN WATERSHED REHABI _ 0000477 AS Y FOOD WEB STRUCTURE, CARBON SOURCES, _ 0000477 AS FOOD WEB STRUCTURE, CARBON SOURCES, _ 0000477 AS FOOD WEB STRUCTURE, CARBON SOURCES, _ 0000477 AS FOOD WEB STRUCTURE, CARBON SOURCES, _ 0000477 AS FOOD WEB STRUCTURE, CARBON SOURCES, _ 0000479 AS Y INFLUENCE OF DOCOSAHEXAENOIC ACID (DHA, _ 0000479 AS INFLUENCE OF DOCOSAHEXAENOIC ACID (DHA, _ 0000479 AS 01/26/2000 INFLUENCE OF DOCOSAHEXAENOIC ACID (DHA, _ 0000479 AS 02/03/2000 INFLUENCE OF DOCOSAHEXAENOIC ACID (DHA, _ 0000479 AS INFLUENCE OF DOCOSAHEXAENOIC ACID (DHA, _ 0000479 AS 01/11/2001 INFLUENCE OF DOCOSAHEXAENOIC ACID (DHA, *** Press ENTER to view more Proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Left Right Screen 42 - Proposals by Compliance Code Type (Panel 2) 042 Proposals by Compliance Code Type 02/19/09 16:46 FY 2009 CC 99 Screen: ___ Compliance Code Type: AS Proposal: _______ Version: ___ << MORE PANEL: 02 S Proposal/Ver Committee Comment Type Comment - ----------- ---------------------------------------- -------------------- _ 0000476 RB1 5/1/00 SENT SECOND REQUEST TO PI DJL _ 0000477 PI WILL SUBMIT FORMS TO DARLA__12/06/99 _ 0000477 1/27/00 SENT FORMS TO PI DJL _ 0000477 3/3/00 SENT FORMS TO PI DJL _ 0000477 3/21/00 SENT TO COMMITTEE DJL _ 0000477 5/16/00 SENT STATUS TO COMMITTEE DJL _ 0000479 PI WILL COMPLETE FORMS - _ 0000479 12/16/99 SENT TO COMMITTEE DJL _ 0000479 APPROVED BY COMMITTEE DJL 9-448 _ 0000479 SENT TO AGENCY AND FILED DJL _ 0000479 11/15/00 SENT YEARLY FORMS TO PI DJL _ 0000479 YEARLY APPROVED BY COMMITTEE SLH *** Press ENTER to view more Proposals *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Left Right Screen 42 – Proposals by Compliance Code Type (cont’d) Basic Steps • Enter a code type in the Compliance Code Type field and press . You may also type an question mark (?) in this field and press to select a code type from the list displayed in the pop-up window. To view all proposals, type an asterisk (*) in this field and press . • Enter a proposal and version number in the fields provided and press to advance the list displayed to a specific proposal. • Press PF11 to view additional information on Panel 2. • To select a proposal, type an “X” in the S (Select) field and press to advance to Screen 11 to view additional detailed information. • You may also type an “X” in the S (Select) field and press PF6 to view additional proposal and researcher information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Compliance Code ? Help 2 characters Type: Indicate the type of Compliance Code for the proposal that is to be displayed on the first informational line of the listing. Proposal: 7 digits Indicate which proposal is to be displayed on the first line of the listing. Version: 3 characters/digits Identify which version of the proposal is to be displayed on the first line of the listing. Screen Information . Panel 1 S: 1 character Type “X” and press to select a proposal and advance to Screen 11, where detailed proposal information will be displayed. Proposal/Ver: PF2 Help 10 characters/digits Identifies the proposal and its specific version number. C/C Typ: PF2 Help 2 characters “Y” indicates the Compliance Code type of subjects and/or substances to be used in the proposal research. Typ Fms: 1 character “Y” indicates the form types have been completed in conjunction with the specified Compliance Code type. Screen 42 – Proposals by Compliance Code Type (cont’d) Committee Date: 8 digits Shows the date of a committee action on the associated compliance code. Title: PF2 Help 20 characters Indicates the title/function of the proposal contact. . Panel 2 Committee 40 characters Comment: Displays comments concerning the Compliance Codes for the proposal. Type Comment: 20 characters/digits Indicates the type of human/animal/DNA used, or the countries involved in the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Display Linked Awards for a Proposal Linked awards for a proposal are displayed on Screen 50. This screen provides the project number and award number linked to the proposal. Screen 50 - Linked Awards for a Proposal 050 Linked Awards for a Proposal 02/19/09 16:50 FY 2009 CC 99 Screen: ___ Proposal: 0000323 Version: ___ Funded: 47985.00 Project Awd Amount Beg Date Sponsor Award Number ---------- --- ------------- -------- ---------------------------------------- 4459710000 001 47985.00 01/01/00 99004 4459720000 001 50000.00 01/01/01 99004 Total: 97985.00 *** END OF PROJECT/AWARD LIST *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a proposal number and version number (if necessary) in the fields provided and press . • You may also type an asterisk (*) in the Proposal field to select a proposal from the displayed list in the pop-up window. • Use PF5 to advance to Screen 11 and view additional proposal information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Identify the proposal number whose awards are to be displayed. Version: 3 characters/digits Enter which version of the proposal is to be displayed on the first line of the listing. Funded: 15 digits Shows the dollar amount funded for the proposal. Screen Information Project: PF2 Help 10 digits Identifies the project number associated with the proposal. Screen 50 – Linked Awards for a Proposal (cont’d) Awd: 3 digits Indicates the award number associated with the proposal. Amount: PF2 Help 12 digits Displays the dollar amount of the award associated with the proposal Beg Date: PF2 Help 8 digits Indicates the start date for the award. Sponsor Award 40 characters/digits Number: Identifies the number assigned by the sponsor for the specified award. Total: 12 digits Displays the total dollar amount of all awards associated with this proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Display Proposal Versions It is possible for a proposal to have more than one version. Use Screen 51 to list all of the versions for a specific proposal. Screen 51 - Proposal Versions 051 Proposal Versions 02/19/09 16:53 FY 2009 CC 99 Screen: ___ Proposal: 0000224 Version: ___ PATHOGENIC ROLES OF COXIELLA BURN Sel Versions Title Dept Spon Req. Amt --- -------- ---------------------------------------- ----- ------------- _ RB1 PATHOGENIC ROLES OF COXIELLA BURNETTI 00427 1605480.00 _ RB2 PATHOGENIC ROLES OF COXIELLA BURNETTI 00427 1605480.00 *** End of Proposal List *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Basic Steps • Type a proposal number in the Proposal field and press . • You may also type an asterisk (*) in the Proposal field and press to make a selection from the displayed list in the pop-up window. • Type an “X” in the Sel (Select) field to select a proposal version and advance to Screen 11 to view additional detailed information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 characters Enter the desired proposal number to be displayed. Version: 3 characters/digits Identify which version of the proposal is to be displayed on the first line of the listing. Screen Information Sel: 1 character Type “X” and press to select a proposal and advance to Screen 11, where detailed proposal information will be displayed. Screen 51 – Proposal Versions (cont’d) Versions: 3 characters/digits Identifies the specific version number of the selected proposal. Title: PF2 Help 40 characters Provides a short name or abbreviation of the proposal title. Dept: 4 characters/digits Identifies the department identified with the proposal Spon Req. Amt: PF2 Help 15 digits Enter the dollar amount requested from sponsor for proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Locate Proposals from the Original Version It is common practice to copy new proposal information from existing proposals. Information about the original version and the versions associated with it is available on Screen 52. Screen 52 - Proposals from Original Version 052 Proposals from Original Version 02/19/09 16:55 FY 2009 CC 99 Screen: ___ Original Proposal: 0000247 Original Version: ___ GROWTH REGULATION OF THE INTRAHEPATIC Sel Proposal/Ver Sponsor Name Dept Spon Req. Amt --- ------------ -------------------------------------- ----- --------------- _ 0000247 RB1 DHHS-NIH-NIDDKD 00432 881445.00 _ 0100971 DHHS-NIH-NIDDKD 00432 174089.00 *** End of Proposal List *** Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next View Basic Steps • Type an original proposal number and original version (if needed) in the fields provided and press . • You may also type an asterisk (*) in this field and press to select a proposal from the displayed list in the pop-up window. • Type an “X” in the Sel (Select) field and press to select a proposal and advance to Screen 11 to view additional detailed information. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Original Proposal: * Help 7 characters Identify the original proposal. Original Version: 3 characters/digits Identify the version number of the original proposal, if necessary. Screen Information Sel: 1 character Type “X” and press to select a proposal and advance to Screen 11. Proposal/Ver: 3 digits Identifies the specific version number of the selected proposal. Screen 52 – Proposals from Original Version (cont’d) Sponsor Name: PF2 Help 40 characters Indicates the full name of the sponsor for the proposal. Dept: 4 character/digits Identifies the department associated with the specified researcher. Spon Req. Amt: PF2 Help 15 digits Displays the dollar amount requested from the sponsor for the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. PF6 View View View detailed information about the proposal. Print Proposals ENTIRE CONNECTION for Windows is used by The Texas A&M University System (TAMUS) to provide report printing and downloading capabilities from online Natural applications, such as FAMIS. If you are using ENTIRE CONNECTION to connect to FAMIS, you may use Screen 70 to print proposal information without requesting and waiting for hard copy reports to be delivered. Screen 70 - Entire Connection Proposal Print 070 Entire Connection Proposal Print 02/19/09 16:56 FY 2009 CC 99 Screen: ___ Print Proposal Information Y Print Daily Schedule Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp For more information on ENTIRE CONNECTION and its use in conjunction with FAMIS, see the FAMIS Entire Connection User’s Manual. Basic Steps • Type a “Y” in the Print Daily Schedule field and press to access a pop-up window to confirm print options. • Type a begin date and an end date and press to initiate printing. Proposal Printing Process Print Setup Screen 70 allows the user to print proposals directly to their local printer using ENTIRE CONNECTION. However, before this information may be properly printed the following settings must first be made. Screen 70 – Entire Connection Proposal Print (cont’d) Print Manager In order to properly print account information downloaded from FAMIS screens, the Print Manager on your computer must first be set to print in a font and orientation that will accommodate 132 characters across the width of the page. • Select the printer to be used for printing the report. • Paper orientation should be LANDSCAPE. • Select a fixed pitch font such as LINE PRINTER or COURIER NEW and 8 points or smaller to accommodate 132 characters across the width of the page. • After the print settings have been completed, press PF9 to print. • Type “X” beside the type of report to be printed (Detail, Summary or Open Commitment) and press . Once the Print Manager has been set to print in the Landscape orientation, many applications will continue to print in the Landscape orientation. If you do not wish to continue printing in Landscape orientation, set the orientation to Portrait after exiting ENTIRE CONNECTION. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Screen Information . Print Daily 1 character Schedule: Type a “Y” to initiate printing the daily proposal schedule. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. Section V Project Proposal Transfers Create Projects/Awards from a Proposal FAMIS makes it possible for you to create a new project and its first award from an existing proposal. You may use Screen 101 to give a project a system-assigned number or you may assign your own number to the project. This screen will also provide information on the type of project you are entering. Before you can create a project or an award from a proposal, the proposal status must be set to “A” or “F” on Screen 11. This screen is only used to create new projects and their first award. If a project already exists for a proposal, or an award has already been entered in the system, you should use Screen 111 to work with the existing project. Screen 101 - Project/Award Create from Proposal 101 Project/Award Create from Proposal 02/19/09 17:00 FY 2009 CC 99 Screen: ___ Proposal: 9600351 Version: ___ TAMU02 GYRE CABLE ROUTE SURVEY F System Assigned Number: Y User Assigned Number: __________ Copy Proposal Researchers: Y Copy Proposal Contacts: Y Project Instrument Type: G Instrument Sub-type: CASH Project Funding Type: F Sponsor Awd Nbr: ________________________________________ Competitive Seg: _ Award Type: I Amount: 70538.00______ Begin Date: 02/12/2009 End Date: 02/12/2010 ------------------------------------------------------------------------------- To start the add of new project, perform one of the following steps: 1) enter 'Y' at 'System Assigned Number' for system to assign project number 2) enter ten-digit number at 'User Assigned Number' to assign project number Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type a proposal number in the Proposal field. Include a version number, if necessary, and press . You may also type an asterisk (*) in the Proposal field and press to select a proposal from the displayed list in the pop-up window. • Type “Y” in the System Assigned Number field if you would like FAMIS to assign the project number, or you may enter a number in the User Assigned Number field. • Using the fields provided, identify if you would like to copy the researchers and/or contacts from the proposal. • Indicate the project instrument and funding types in the available fields and include any additional information in the fields provided. • Press to record the information. Screen 101 – Project/Award Create from Proposal (cont’d) Create New Projects To create new projects from an existing proposal, you must first: • Enter “Y” in the System Assigned Number field. This will prompt the system to assign a project number. OR • Enter a 10-digit number in the User Assigned Number field to define your own project number. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Specify the proposal number from which an award and project will be created. Version: 3 characters/digits Identify the specific version of the proposal from which the award and project will be created. Screen Information System Assigned 1 character Number: Type “Y” if FAMIS should automatically assign a project number. User Assigned ? Help 10 digits Number: Identify the project identification number to be created from the proposal. . Copy Proposal 1 characters Researchers: Enter “Y” to copy researchers from the proposal to the project. . Copy Proposal 1 character Contacts: Type “Y” to copy contacts from the proposal to the project. . Project Instrument ? Help 1 character Type: Indicate the type of legal instrument, which initiated the project. . Instrument ? Help 4 characters Sub-type: Indicate a sub category of the type of legal instrument, which initiated the project. . Project ? Help 1 character Funding Type: Identify the type of project funding. Sponsor PF2 Help 40 digits Awd Number: Enter the award number, as assigned by the sponsor. Screen 101 – Project/Award Create from Proposal (cont’d) Competitive Seg: 1 character Type “Y” to separate years with a competitive segment. . Award Type: ? Help 1 character Indicate the reason for the type of change or addition of the award. Amount: PF2 Help 14 digits Include the total dollar amount of the award. . Begin Date: 8 digits Identify the date the award will begin for the project. . End Date: PF2 Help 8 digits Enter the date the award will end for the project. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Create Awards from a Proposal You may tie a new award to an existing project from an existing proposal using Screen 102. The project must have been created in order to use this screen. If you do not have a project number, use Screen 101 instead. You can only create one project from a proposal. Screen 102 - Award Create from Proposal 102 Award Create from Proposal 02/20/09 09:10 FY 2009 CC 99 Screen: ___ Proposal: 0700355 Version: ___ DEVELOPMENT OF STOCHASTIC APPROXI Existing Project Number: 4965610000 Copy Proposal Contacts: Y (Note: writes over existing contacts) Copy Proposal Researchers: Y Award Type: N Award Amount: ______________ Award Begin Date: 09/01/2007 End Date: 08/31/2008 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Advance to Screen 102. • Enter an original proposal number in the Proposal field. Include a version number in the Version field, if necessary, and press to display existing information. • You may also type an asterisk (*) in the Proposal field and press to select a proposal in the pop-up window. • Type the number of the project to which you would like to tie the award in the Existing Project Number field. • Indicate whether or not you would like to copy the contacts/researchers from the proposal as well as the award type and beginning and ending dates in the available fields. • Type additional data in the fields provided, as desired, and press to record the award information. Award Creation Process Link Projects to the Proposal Type a question mark (?) in the Existing Project Number field and press to display a list of existing projects and project information, sorted by Research Title in alphabetical order. Type an “X” in the selection field next to the desired project and press to select the project and return to Screen 102. Press PF4 to return to Screen 102 without selecting a project. Screen 102 – Award Create from Proposal (cont’d) Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Proposal: * Help 7 digits Specify the proposal number from which the award will be created. Version: 3 characters/digits Identify the specific version of the proposal from which the award will be created. Screen Information . Existing Project PF2 Help 10 digits Number: Specify the existing project number to be linked to the award. . Copy Proposal 1 character Contacts: Type “Y” to copy contacts from the proposal to the project. This writes over existing contacts. Copy Proposal 1 character Researchers: Enter “Y” to copy researchers from the proposal to the project. . Award Type: ? Help 1 character Indicate the type of action taken or the reason that the award is being added. Award Amount: PF2 Help 14 digits Enter the total dollar amount of the award. . Award Begin Date: 8 digits Identify the date the award will begin for the project. . End Date: PF2 Help 8 digits Include the date the award will end for the project. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Create Proposals from Projects/Awards It is possible to create a new proposal from an existing project and award. This is accomplished by using Screen 103. Screen 103 - Proposal Create from Project/Award 103 Proposal Create from Project/Award 02/20/09 19:15 FY 2009 CC AA Screen: ___ Project: 4828951000 Award: 001 New Proposal Number: 0099909 New Version Number: 001 Copy Project Contacts: Y Copy project Researchers: Y Proposal Type: S RFP Nbr: ____________________ Proposal Dept/SDept: _____ _____ Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next Basic Steps • Type an original project number and the award number in the fields provided and press . • You may also type an asterisk (*) in the Project field and press to select a project from the pop-up window. • Type the new proposal number in the New Proposal Number field. • Indicate whether or not the project contacts/researchers should be copied to the proposal, as well as the proposal type in the available fields. • Enter additional data, as desired, and press to create the new proposal. Field Descriptions (. = Required; Help = Field Help Available Using PF2, ? or *) Action Line . Project: * Help 10 digits Indicate the project number from which the new proposal will be created. . Award: 3 digits Indicate the award number to be linked with the new proposal. Screen 103 – Proposal Create from Project/Award (cont’d) Screen Information . New Proposal ? Help 7 digits Number: Indicate the new proposal number to be created from the specified project and award. New Version 3 digits Number: Indicates the new proposal version number to be associated with the project number. Copy Project 1 character Contacts: Enter “Y” to copy the contacts from the project to the new proposal. . Copy Project 1 character Researchers: Type “Y” to copy the researchers from the project to the new proposal. . Proposal Type: ? Help 1 character Indicate the type of proposal to be created from the selected project and award. RFP Nbr: 15 digits Identify the Request for Proposal number. Proposal ? Help 5 characters each Dept/SDept: Include the department/subdepartment associated with the proposal. Additional Functions PF KEYS See the Appendix for an explanation of the standard PF Keys. PF5 Next Next Goes to the next screen, if set up on Screen 821. Screen 103 – Proposal Create from Project/Award (cont’d) Section VI Appendix Instructions Listed below are general instructions that will make your job easier as you use FAMIS to input or view document information. Please become familiar with the information in this reference as it can make your navigation in FAMIS more efficient. 3270 Emulation Keys Special keys and key combinations must be used when working with FAMIS. These keys are known as 3270 emulation keys and may be defined differently by each 3270 terminal or PC emulation software that you are using. Contact your computer support person if you do not know how to identify the following keys on your computer. PF Keys When a key is listed as PFn, “PF” represents Program Function. Many PCs use the function keys labeled Fn for these PF keys. Others have special combinations of keys to represent the PF keys, for example, on a Memorex emulation, a combination of the ALT key and the number 1 will represent the PF1 key. At the bottom of the FAMIS screens, there are PF keys listed that can assist in the use of the screen. For example, at the bottom of Screen 164 (Voucher Inquiry by PO Number) there is a PF11 key with the word “Right” under it. This means that by pressing PF7, the screen listing will scroll to the right for an additional panel of information. TAB and BACKTAB Keys Use the TAB and BACKTAB keys on a 3270 terminal to move from field to field. This will position the cursor at the start of each field. Most PCs have a key labeled TAB, while the BACKTAB is a combination of the SHIFT/TAB keys. Using the arrow keys, instead of the TAB keys, to move around the screen may lock the computer keyboard. Use the RESET key, then the TAB key, to position the cursor and unlock the keyboard. CLEAR Key The CLEAR key on many PC keyboards is the PAUSE key. This key is often used to clear, or refresh, the screen before typing. RESET Key After pressing to process data information, note the status bar at the bottom of the screen. When the system is processing information, the symbol "X ( )" or hour glass icon ( . ) will appear. You cannot enter additional information until the system is finished processing. If any other symbols appear, press your RESET key -- often the ESCAPE key on a PC. Appendix – Instructions (cont’d) ERASE END OF FIELD Key To erase all the information in a field with one stroke, the ERASE EOF key on a 3270 keyboard is helpful. For example, a vendor name is held in context when moving from screen to screen. To change to a different vendor, use this key and the current vendor name on the Action Line will be removed. Now the new vendor name can be input. On most PCs, the correct key to use is the END key on the numeric keypad. HOME Key From anywhere on the screen, the most efficient way to take the cursor back to the Screen field on the Action Line is by pressing certain keys. For the 3270 terminals, the correct combination is the ALT/RULE keys. On most PCs, the HOME key on the numeric keypad will work. Protected Area The Protected Area is the area of the screen that will not allow the user to enter information. Typing information in the protected area may freeze the screen. Use your reset key and then tab key to release your system when it freezes. Action Line/Context The Action Line is usually the first line of information on each screen. The Screen field is used to navigate from screen to screen by entering the number of the screen desired. Fields such as screen, vendor, voucher number, account, etc. are often found on the Action Line. Data that is entered on the Action Line will be carried in “context” from screen to screen until changed. For example, the GL account number 032365 is entered on the Action Line of the screen below. That account will be carried in “context” until the user keys a different account in the field. The key must be pressed after entering Action Line data. If a user does not follow this step, all information entered on the screen may be lost and must be re-entered. After pressing , a message will be given at the top of the screen asking for modifications or providing further processing instructions. F0002 Record has been successfully added 002 GL 6 Digit 08/01/11 09:17 FY 2011 CC 02 Screen: ___ Account: 032365 ____ NAVSO, INC Account Title: NAVSO, INC.___________________ __ SRS: _ Appendix – Instructions (cont’d) Message Line The line above the Action Line is used to display messages to the user. These messages may be error messages or processing messages, such as the one below. F6537 Please enter a valid six digit GL account 002 GL 6 Digit 01/20/92 11:26 Scrolling Through Data Pressing will scroll through information listed on a screen. On some screens, there are PF keys to use to scroll forward, backward, left and right. These PF keys are displayed at the bottom on the screens with that function. Help HELP functions are available for many screen fields in FAMIS. Typing a question mark (?) in the blank beside the desired field and pressing will access a pop-up window with specified field information. Another way is to place your cursor in the desired field and press PF2. To get out of the HELP function, either select a value and press or press PF4. The distinction on which key to use will normally be designated in the pop-up window (EX: PF4 = Exit). Escaping from a Pop-Up Window When in a pop-up window, pressing PF4 will usually take you back to the original screen. There are a few screens when pressing will take you back to the original screen. Appendix – Instructions (cont’d) Field Help Using the F2 Program Function Key On selected fields, additional information can be displayed using the F2 program function key. This HELP information is accessed by moving the cursor to the field in question and pressing PF2. Screen 2 - GL 6 Digit 002 GL 6 Digit 08/01/11 09:17 FY 2011 CC 02 Screen: ___ Account: 010100 ____ ED & GEN INCOME-TUITION Account Title: ED & GEN INCOME-TUITION____________ SRS: _ Resp Person: 5uuuuuuu4 MASON, MOLLY M Old Acct: NA_____________ Year-end Process: F Reclassify: _ Reporting Group: __ Aux Code: ___ AFR Fund Group: __ Fund Group: FG Sub Fund Group: Sub-Sub: __ Function: __ Default Bank: 06000 Override: Y SL Mapped Count: 22 Alternate Banks: ***** _____ _____ _____ _____ Security: ______ Dept S-Dept Exec Div Coll Mail Cd Stmt Primary: REV__ _____ UN AD C6000 N Secondary: VTEA_ _____ AA CD VM C4457 N Fund Source: __ ________________________________________ Account Letter: Y Long Title: EDUCATIONAL AND GENERAL INCOME - TUITION Setup Dt: 08/26/1991 ________________________________________ Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp Next The first help screen describes the field. Field: FS-MJR-FUND-SRC File: IAFRS-GENERAL-SUBSIDIARY-LEDGER This attribute specifies the major funding source for this account. i.e. General operation fund, loan funds. This attribute is also used for roll-up reporting breakdowns by funding source in programs FBMR046 and FBMR047. Press to display the valid values for the field. +------------------------------------------------------------------ | | *** D I C T I O N A R Y - H E L P *** | | VALUES MEANING | -------------------------------- ----------------------------- | BLANK NOT SPECIFIED | 01 EARNINGS ON ENDOWMENT | 02 GIFTS OR DONATIONS | 03 TRANSFER FROM ANOTHER ACCOUNT | 04 INTEREST ON TIME DEPOSITS | 05 STATE GENERAL REVENUE | 06 AVAILABLE UNIVERSITY FUND | 07 GRANT OR CONTRACT | | Lookup Value / . Menu ________________________________ | Rule : IAFRS-FS-MJR-FUND-SRC Default value is: | View : IAFRS-GENERAL-SUBSIDIARY-LEDGER | Field: FS-MJR-FUND-SRC | | PF1=Menu PF4=Exit +------------------------------------------------------------------ Appendix – Instructions (cont’d) Question Mark (?) or Asterisk (*) Help FAMIS has a Help feature on some screen fields that will display a field definition and/or values that may be entered. To use the Help feature, type a question mark (?) or asterisk (*) in the field and press . If Help is available for the field, a pop-up window will appear displaying a definition and/or valid values. To make a selection, type an “X” next to a value and press to pass it back to the previous screen. This is called the “Passback” feature. Screen 204 – Vendor Purchasing Add/Create 204 Vendor Purchasing Add/Create 02/10/09 16:23 FY 2009 CC SA Screen: ___ Vendor: *__________ Page: 1 >>> Name: __________________________________________________ PIN: ___________ ___ Send New Setup to TINS: _ Send Changes to TINS: _ Tax-ID: _________ *------- Purchasing Bid To -----------* *------ Accounts Payable Remit To ----* Address: ______________________________ Address: ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ City: ____________________ State: __ City: ____________________ State: __ Zip: _____ ____ Country: ___ Zip: _____ ____ Country: ___ Phone: ____________ Ext: ____ Phone: ____________ Ext: ____ FAX: ____________ FAX: ____________ Zone: Contact: _________________________ Contact: _________________________ ------------------------------------------------------------------------------- Vendor Type: __ Ownership cd: _ 1099: _ W9 Date: __________ Hold: Disadv: _ Ethnic Orig: ___ Gender: _ TAMUS Part: __ Freeze: Bus size: _ TAMUS Employee: _ Ck Limit: 0 Retain Mths: 0_ Delete: Established: By: Modified: By: Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp HUB Stats NxVn Order Left Right Pop-Up Window with available vendors to select +-----------------------------------------------------------------------------+ | F0043 Mark Vendor with an 'X' to select | | Screen: ___ Search: ____________________ Type: N (N,V) | | Include Frz/Del Vendors: N | | | | Vendor Name Vendor ID Alias Frz Del SHld HUB SQ | | X ACCURA FOOD SERVICES 1vvvvvvvvv1 Y N N | | _ ADDIE ANSON 1vvvvvvvvv0 N N N | | _ ADOSET TECHNOLOGIES COPORATION 1vvvvvvvvv0 N N N | | _ ADVENGE RENT-A-CAR 1vvvvvvvvv0 N N N | | _ ARETA LIFE & CASUALTY CO 1vvvvvvvvv0 N N N | | _ ARETA LIFE & CASUALTY CO 1vvvvvvvvv1 N N N | | _ ABG PUBLICATIONS 1vvvvvvvvv1 N N N | | _ AGGIELAND STONE COMPANY 1vvvvvvvvv1 N N N | | _ AGGIELAND STONE COMPANY 1vvvvvvvvv2 N N N | | _ AGGIELAND STONE COMPANY 1vvvvvvvvv3 N N N | | _ AGGIELAND STONE COMPANY 1vvvvvvvvv4 N N N | | _ AGGIELAND STONE COMPANY 1vvvvvvvvv5 N N N | | _ AGGIELAND STONE COMPANY 1vvvvvvvvv6 N N N | | ** More Vendors - Press to View ** | | PF4=Exit PF9=Bid PF10=Remit PF11=Order PF12=Main | +-----------------------------------------------------------------------------+ Appendix – Instructions (cont’d) After making a selection from the pop-up window of available vendors, you will be returned to the main screen and the information for the selected vendor will be displayed. Screen 204 – Vendor Purchasing Add/Create 204 Vendor Purchasing Add/Create 02/18/09 14:37 ACCURA FOOD SERVICES LLC FY 2009 CC 02 Screen: ___ Vendor: 1vvvvvvvvv1 ** ACH VENDOR ** Page: 1 >>> Name: ACCURA FOOD SERVICES LLC__________________________ PIN: 1xxxxxxxxx8 000 Send New Setup to TINS: _ Send Changes to TINS: N Tax-ID: 2xxxxxxx7 *------- Purchasing Bid To -----------* *------ Accounts Payable Remit To ----* Address: ______________________________ Address: PO BOX 88888__________________ ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ City: ____________________ State: __ City: AUSTIN______________ State: TX Zip: _____ ____ Country: ___ Zip: 78708 1515 Country: ___ Phone: ____________ Ext: ____ Phone: ____________ Ext: ____ FAX: ____________ FAX: ____________ Zone: Contact: _________________________ Contact: _________________________ ------------------------------------------------------------------------------- Vendor Type: BU Ownership cd: P 1099: _ W9 Date: 12/01/2008 Hold: N Disadv: _ Ethnic Orig: ___ Gender: _ TAMUS Part: __ Freeze: N Bus size: _ TAMUS Employee: _ Ck Limit: 0 Retain Mths: 18 Delete: N Established: 12/05/2008 By: TxxxxxP Modified: 12/05/2008 By: TxxxxxP Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- Hmenu Help EHelp HUB Stats NxVn Order Left Right SPR Proposals Screens List PAGE M01 Sponsor and Researcher Menu ............................................................................................................. I-7 Displays the Sponsor and Researcher screens. M02 SPR Proposal Maintenance Menu ........................................................................................................ I-8 Lists the screens used for maintenance of SPR proposals. M03 SPR Proposal Inquiry Menu .................................................................................................................. I-8 Displays a list of screens used to view information about the proposals. M10 SPR Project Proposal Transfer Menu .................................................................................................... I-9 Identifies the screens used to transfer proposal information. 001 SPR Main Menu ................................................................................................................................... I-7 Provides a list of all the menus available to use SPR function. 004 Sponsor Maintenance ......................................................................................................................... II-3 Used to inquire and update sponsor information. 005 Sponsor Contact Maintenance ............................................................................................................ II-7 Used to access and update sponsor contact information on persons to contact at sponsor organization. 006 Researcher Maintenance .................................................................................................................. II-19 Used to inquire and update researcher information of a specific researcher. 007 Sponsor Alias Maintenance ............................................................................................................... II-11 Used to create/modify/drop alternate names for a sponsor. 008 Sponsor Levels Maintenance ............................................................................................................. II-13 Used to enter and update sponsor classification levels. 009 Sponsor Levels Inquiry ...................................................................................................................... II-15 Used to view a sponsor for a particular type and/or level. 011 Proposal General Information – Page 1 .............................................................................................. III-4 Used to create/modify/inquire proposal information. 012 Proposal General Information – Page 2 .............................................................................................. III-8 Used to create/modify/inquire proposal information. 013 Proposal Researcher Information ..................................................................................................... III-11 Used to modify the list of researchers and their awarded amounts for a proposal. 014 Proposal Direct/Indirect Costs .......................................................................................................... III-14 Used to view and modify cost data for a proposal. 015 Proposal Codes, Keywords, and Roll-up Groups ............................................................................... III-18 To view and modify codes used by the National Science Foundation and Texas Higher Education Coordinating Board. 016 Proposal Compliance Codes ............................................................................................................. III-20 Used to enter and maintain indicating compliance with various regulations. 017 Proposal Comments ......................................................................................................................... III-22 Used to maintain user-defined information about a proposal. Sponsored Research Proposals Screens List (cont’d) PAGE 018 Proposal Contact Information .......................................................................................................... III-24 Provides a list of proposal contacts for a particular proposal. 019 Proposal Contact Maintenance ........................................................................................................ III-26 Used to create/modify/inquire proposal contact information. 020 Proposal Status Log .......................................................................................................................... III-29 Used to view changes to the status of a proposal. 021 Proposal Cost Sharing Data .............................................................................................................. III-31 Used to enter or update cost sharing data. 022 Proposal Routing Actions ................................................................................................................. III-33 Used to track proposal routing information. 030 Proposals by Sponsor ......................................................................................................................... IV-3 Used to list all the proposals for a sponsor. 031 Proposals by Sponsor with Researcher .............................................................................................. IV-5 Provides a list of researchers receiving support from a specified sponsor. 032 Proposals for a Researcher ................................................................................................................. IV-7 Used to list proposals for a specified researcher. 033 Proposals by RFP Number .................................................................................................................. IV-9 Used to list proposals by Request for Proposal number. 034 Proposals by Keyword ...................................................................................................................... IV-11 Entering a complete or partial keyword will bring up a listing with all projects containing the entered data. 035 Proposals by Research System Member ........................................................................................... IV-13 Used to list proposals for a particular TAMUS member. 036 Proposals by Prior System Number .................................................................................................. IV-15 Provides a list of awards linked to a specified proposal. 037 Proposals by Sponsor/Submit Date .................................................................................................. IV-17 Displays a list of proposals by sponsors, group by the proposal submit date. 038 Proposal by Submit Date .................................................................................................................. IV-19 Provides a list of all proposals submitted after a specified date. 039 Proposals by Status .......................................................................................................................... IV-21 Used to search for proposals with a particular status code. 040 Proposals by Sponsor/Program ........................................................................................................ IV-24 Provides a list of proposals and version. 041 Proposals by Program ...................................................................................................................... IV-27 Used to list proposal versions created from a specific proposal. 042 Proposals by Compliance Code Type ................................................................................................ IV-30 Provides list of proposals by number used in previous system. 050 Linked Awards for a Proposal ........................................................................................................... IV-33 Lists linked awards for a proposal. Sponsored Research Proposals Screens List (cont’d) PAGE 051 Proposal Versions ............................................................................................................................ IV-35 Used to view a list of proposal versions. 052 Proposals from Original Version ....................................................................................................... IV-37 Provides information about the original version of the proposal. 070 Entire Connection Proposal Print...................................................................................................... IV-39 Used to print or download proposal information using Entire Connection. 090 Proposal Delete................................................................................................................................ III-36 Used to delete a proposal. 101 Project/Award Create from Proposal .................................................................................................. V-3 Used to create a project and the first award from an existing proposal. 102 Award Create from Proposal ............................................................................................................... V-6 Used to create an award from an existing proposal. 103 Proposal Create from Project/Award .................................................................................................. V-8 Used to create a proposal from an existing project and award. 192 Sponsor Delete.................................................................................................................................. II-17 Used to delete a sponsor from the system. 801 Indirect Cost Table ........................................................................................................................... III-15 Used to indicate the basis on which indirect costs are calculated. 821 Control Record Maintenance ............................................................................................................. III-3 Used to define which screens must be accessed for proper proposal maintenance within a system part. Standard PF Keys PF Keys are used in Financial Accounting to access additional information. Wherever possible the same assignment has been given to the same PF key, such as PF2 always being the key used for HELP. Occasionally this has not been possible and a different assignment has been made. The following list is to help you identify the functionality behind the PF keys that you will see on the many screens in the SPR module of FAMIS. Many screens have extended information windows assigned to various function keys that are designated at the bottom of each screen and pop-up window. Placing the cursor (using the cursor arrow keys) on a particular line and pressing the extended information function key will display the pop-up window information for the document or item on that line. Exiting a pop-up window is done by pressing to return to the previous window or inquiry screen. If multiple windows have been opened pressing will return you directly to the screen where you started. From within many of the pop-up windows an additional set of extended function keys may appear to further inquire on the document or item. Extended Function Keys EHelp Not Used in FAMIS ERRS Displays a window of errors. When available, also displays on-line help for current errors. Help On-Line Help On selected fields, additional information may be displayed. This information is access by moving the cursor to the field in question and pressing PF2 for Help. The first screen accessed will describe the field; pressing will display any valid values available for the field (see below). DESCRIPTION: AN INSTITUTIONALLY DEFINED CODE THAT GROUPS CURRENT FUND EXPENDITURES ACCORDING TO THE PURPOSE FOR WHICH COSTS WERE INCURRED. Appendix – Standard PF Keys (cont’d) +------------------------------------------------------------------+ | | | *** D I C T I O N A R Y - H E L P *** | | | | VALUES MEANING | | -------------------------------- ----------------------------- | | AS ACADEMIC SUPPORT | | AX AUXILIARY | | BLANK NOT SPECIFIED | | IN INSTRUCTION | | IS INSTITUTIONAL SUPPORT | | PL OPERATION & MAINT OF PLANT | | PS PUBLIC SERVICE | | RR MAJOR REPAIRS & REHABILITATIO | | | | Lookup Value / . Menu ________________________________ | | Rule : IAFRS-FG-FS-PURP Default value is: | | View : IAFRS-GENERAL-SUBSIDIARY-LEDGER | | Field: FG-FS-PURP | HMenu Not Used in FAMIS. LEFT Scroll Screen Left Some windows are made up of several adjacent panels. These will be designated by the word Panel: ## appearing in the window. Pressing this key scrolls the panel to the left. List Contact List Displays a complete list of contacts for a specified sponsor or proposal. Typing an “X” beside the appropriate contact and pressing will take you back to the screen where detailed contact information will be displayed. +---------------------------------------------------------------+ | Screen: ___ ** Contact List ** | | | | Sel Type Name Title | | --- ---- ------------------------- ------------------------- | | _ A MS DAPHNIE D. DUCK ADMINISTRATIVE ASSISTANT | | _ F KATHERINE KWAKERS FISCAL OFFICER, DFS | | _ A2 WALTER W. WADDLESWORTH JR. ADMINISTRATIVE ASST | | | | ** 3 Contacts displayed ** | +---------------------------------------------------------------+ NEXT Move to the Next Screen Pressing this PF key will move you to the next required screen in the proposal process. RIGHT Scroll Screen Right Some windows are made up of several adjacent panels. These will be designated by the word Panel: ## appearing in the window. Pressing this key scrolls the panel to the right. Appendix – Standard PF Keys (cont’d) View View Proposal Summary Displays a complete proposal summary. +--------------------------------------------------------------------------+ | | | Proposal: 9600797 Version: RB1 | | Long Title: AGRICULTURAL PRIVATIZATION TRAINING PROGRAM | | | | | | Sponsor: 0000005 ACADEMY FOR EDUCATIONAL DEVELOPMENT | | Status: V REVISION SUBMITTED Date Submitted: 06/26/1996 | | | | Request Amt: 97918.00 Amt Funded: | | Proposal Type: P RFP | | Fed Flow Sponsor: | | Research Admin: 7uuuuuuu1 AMANDA ANDREWS | | Proposal Spcl: 5uuuuuuu2 MARK MORRIS GH | | System Member: 06 Dept/SDept/Coll: 00005 TA | | --------------------------------------------------------------------- | | PI Researcher Name Dept SDept Amount | | 1 4uuuuuuu3 ANDREA A ASHTON 00054 | | | | ** End of Researcher List ** | | PF4= Exit, PF8= Researchers, PF9= Long Title | Glossary A ABR See Automatic Budget Reallocation. ABR Pool Table A user-defined table assigning rules for budget pools and the subcode ranges participating in each pool. Account A functional unit, identified by an account ID that serves a particular accounting purpose where one person has primary responsibility for it. Accounts include balance sheets (GL) and revenue/expenditure accounts (SL). A building (in the Plant Funds area) is an example of a General Ledger account and the President’s Office is an example of a Subsidiary Ledger account. Account Control The last four digits in the ten-digit account number for a General Ledger account. The account control designates a specific asset, liability, fund balance, fund addition, fund deduction or summary control. Account ID A 6-digit identification number for an account. Account Number A 10-position ID within the master file of the Financial Records System. The first 6 positions identify the specific account while the last four positions identify the account control for a balance sheet account (GL) and the object code for a revenue or expenditure account (SL). Accounts Payable An application of the Financial Records System (FRS). AP processes vendor payments and keeps track of financial activity involving vendors. Action/Context Line The screen line (usually fourth from the top) or lines where the screen to be accessed and the key of the data to be addressed are input and displayed. Alias A commonly used name for a vendor, other than the formal customer name (primary name) that prints on the check. The Purchasing System also offers a commodity alias name and permits you to define any number of alias names, once a vendor has been created. AP See Accounts Payable. Attributes Descriptive data associated with a record. Examples are school, department, function, name and responsible person. Attributes support a variety of sophisticated reporting techniques. Automatic Budget Reallocation (ABR) When transactions are entered, a process by which the system automatically transfers budget dollars from predefined budget pools to specific object codes. B Bank Transfer A movement of cash from one bank account to another. This allows expenditures at specific object codes to share in a single pool of money. Appendix – Glossary (cont’d) Batch Interface A type of interface where one system generates transactions to be batched for input into another system. BBA See Budget Balance Available. Budget A plan of revenue and expenditures for an accounting period expressed in monetary terms. Budget Balance Available (BBA) That portion of budget funds that is unspent and unencumbered. Budget Pool A budget summarized at significant levels of revenue or expense. A single pool of money defined for use by specific object codes. C Cash Coins, currency, checks, and anything else a bank will accept for immediate deposit. Cash Disbursement A non-vouchered payment for goods received, services rendered, reduction of debt or purchase of other assets. Cash Receipt Cash received from cash sales, collections on accounts receivable and sale of other assets. Chart of Accounts A listing, at the 6-digit level, of all account numbers within FAMIS. Sometimes the COA defines the accounts at the 10-digit level as well. Check Override The capability to bypass, on an individual-voucher basis, controls that were previously set for all vouchers. Claim-On-Cash The share of ownership that an account has in the institution’s money. Clearing Account A temporary summary account (such as a payroll account) which is periodically set to zero. COA See Chart of Accounts. Compound Journal Entry A two-sided transaction that posts debits and credits. Context The information that identifies the record being displayed or to be displayed by the system. Credit Memo The reduction of a payable previously paid or still open. A credit memo may result from overpayment, overbilling, or the return of goods. Currency Code A code that identifies a record in the Tax Currency Table. This record provides the factor to calculate foreign currency conversion costs or gains and the liability account used. The code is translated through a table into a conversion rate. Appendix – Glossary (cont’d) Cycle Two or more programs that are run in a specific sequence. D Data Data are representations, such as characters, to which meaning might be assigned. They provide information and can be used to control or influence a process. This term is not synonymous with information. Information is data to which meaning has been assigned. Database The collected information that is accessible to the computer for processing. Data Control The tracking of input, processing and output, and the comparing of actual results to expected results in order to verify accuracy. Data Element HELP An on-line feature that assists the user by providing immediate information about any particular field on a screen. Data Entry A means for adding information into the system. Default The value that the system will assign if no other value is entered. Delete Flag A data element whose condition signifies that a document will be permanently removed from the database during the next archive cycle. Demand Voucher Voucher to be paid during the next Check Cycle. Diagnostic Message HELP An on-line feature that assists the user with data entry by providing an explanation of a message and the appropriate action to take. Diagnostics The messages that describe the results of processing. These messages may indicate an error and provide information about a process by noting what action to take to correct the error. Digit 3 of TC The third digit of the Transaction Code (Entry Code) which specifies the type of transaction. Discount Account The account credited for discounts taken by the system when a check is written. Discount Table A table containing user-defined values representing discount terms for vendors. Dollar Data A record of the dollar amount and the type of financial transactions posted to an account. Dollar Limit A code used in Accounts Payable to specify a check amount. If the amount of a vendor’s check is greater than this value, the check will not be generated. Appendix – Glossary (cont’d) Drop Flag A data element whose condition signifies that a document is to be removed from the database immediately. E Encumbrance An obligation incurred in the form of a purchase order or contract. Also referred to as an open commitment. Endowment Funds received by an institution from a donor who specifies the condition that the principal not be spent. Endowment Income The income generated by investing the principal of an Endowment Fund. Entry Code The initial three-digit code on a transaction that denotes the transaction type. This code, which is mandatory for all FRS transactions, is predefined by the system. It is also known as the Transaction Code. F FA See Financial Accounting. Feed Transactions from other systems that are transferred to the FRS. Field That part of a control record, transaction or established for displaying or entering information. File A storage area established within a computer system or database for organizing similar kinds if data. Financial Accounting (FA) A Financial Records System application that balances the General and Subsidiary ledgers while providing a complete audit trail of all transactions. Financial Records System (FRS) A system that supports the financial record-keeping and reporting of a college or university. Financial Transaction An entry made to the system to record information. Flag A data element used to set controls or conditions on a process or program. Freeze Flag A data element whose condition signifies that new transactions cannot be posted. This includes no feeds or invoice postings for this document. FRS See Financial Records System. Fund An accounting entity (a 6-digit GL account) with a self-balancing set of 10-digit accounts for recording assets, liabilities, a fund balance and changes in the balance. Appendix – Glossary (cont’d) Fund Balance The equity of a fund (the difference between assets and liabilities). Fund Group A related collection of funds (6-digit GL accounts). Examples include Current Unrestricted, Current Restricted, Loan, Endowment, Annuity and Life Income, Plant, and Agency. Fund Group ID A one-digit identification number representing the fund group with which an account is associated. Fund Transfer A movement of dollars from one fund balance to another. G General Ledger (GL) A balance sheet account for the institution. All GL account numbers begin with “0” (zero). GL See General Ledger. GL/SL Relationships User-defined structures relating Subsidiary Ledger (SL) revenue/expense accounts to General Ledger (GL) fund accounts. Global Subcode Edit (GSE) A system edit that checks each new 10-digit account against a table that specifies valid combinations of 6- digit accounts and subcodes. GSE See Global Subcode Edit. H Header That portion of a Purchasing document containing basic information such as the document’s number, the date and amount. HELP An online feature which accesses PREDICT in order to supply descriptions, valid values and suggested actions. I Indirect Updating The automatic posting of real dollar activity to a GL Balance Sheet account as a result of a direct transaction. Inquiry Screen A screen which only displays information and cannot be used for entering data. Interface A communication link between data processing systems or parts of systems that permits sharing of information. Interfund Borrowing The transfer of an asset or liability from one fund to another. Appendix – Glossary (cont’d) J JCL See Job Control Language. Job Control Language (JCL) A problem-oriented language, used in IBM that expresses the statements of a processing job. It is also used to identify the job or describe its requirements, usually to an operating system. Journal Entry A non-cash transfer of dollars between two or more accounts. L Ledger A collection of account records for an organization. FRS contains two ledgers: the GL (balance sheet) and the SL (revenue and expense). See also General Ledger and Subsidiary Ledger. Liability Account In AP, a GL account that is credited for the liability when a voucher is processed. Any GL account that accepts a transaction creating a liability. M Map Code A five-digit attribute code in an SL account indicating the GL Fund ID to which it relates. Memo Bank Account An account that represents the balances of demand deposits for operating accounts. Menu A screen containing a list of available processes, screens or other menus. N Name Rotation A feature that allows users to print a vendor name in one format on checks and then rotate it to another format for sorting on reports. O Object Code A four-digit number identifying specific items of revenue/expense or attribute records. P Parameter A variable that is assigned a constant value for a specific purpose or process. It provides the user with defined choices for report selection, processing or output requirements. R Regular Order A type or purchase order that denotes a typical order. Remit-To Address The address to which the check for goods and/or services rendered will be sent. Requisition A type of document that internally requests goods and/or services to be acquired. It must be authorized before being converted to a purchase order. Retention Months A data element defined when creating a vendor. This indicates the number of months a vendor is to be maintained on file after all outstanding items have been paid or reconciled. Appendix – Glossary (cont’d) Run Parameter A parameter from a control record or a program control transaction (as opposed to a file maintenance transaction). S Save The process that creates a budget version. 6-Digit Account For GL: An entity that consists of a self-balancing set of 10-digit accounts. For SL: An entity of revenues and/or expenses Screen HELP An on-line feature that assists the user with data entry by providing information on the purpose and operation of a particular screen. Secondary Vendor The vendor record holding the multiple addresses that are used periodically, as opposed to the primary address. Session A control mechanism to track real-time posting of a group of financial transactions is order to provide an audit trail. SL See Subsidiary Ledger. Split Encumbrance An encumbrance which applies to several accounts. Standing Order A type of purchase order used for reoccurring services like those provided by the telephone and electric companies. Subcode Four digits appended to the account ID to identify attributes and dollar records within an account. Subsidiary Ledger Revenue and expenditure accounts for the institution. All SL account numbers begin with a ledger number of 1 through 9. Suspense Account A GL clearing account reflecting real dollar activity directed to the Suspense File. T 1099 Vendor A vendor (usually a consultant or professional service hired by an institution) whose payments must be reported to the IRS on Form 1099. 1099 Voucher A voucher that must be reported to the IRS on Form 1099. 10-Digit Account The six-digit account ID combined with the four-digit subcode, i.e. an account control or object code. Appendix – Glossary (cont’d) Tax Code A code that identifies a record in the PO Tax Table (for the Purchasing System) and in the Tax Currency Table (for Accounts Payable). The code must be the same for both tables. This record contains the tax percentage and the tax liability account to be used. Tax ID A Social Security Number or Federal Employer Identification Number that is available for 1099 report preparation. Taxes An additional charge on the acquisition of goods that is imposed by the taxing authority and should be paid with the invoice. Temporary Vendor A vendor from whom only one purchase or service is required. No further transactions, for this vendor, are expected. Transaction Code A three-digit code that uniquely identifies a transaction type and determines editing criteria and dollar fields to be updated. U Update Screen A screen that allows a user to enter data for updating the files. V Valid Value A value of a data element that has been defined for input. Value-Based A mechanism used to restrict operator access to information by comparing operator security authorization with the value stored in the field. Vendor A provider of goods and/or services. Vendor Addresses See Order-From Addresses and Remit-To Addresses. Vendor Automatic A feature that automatically assigns a specific Number Assignment to the vendor on the Action/Context Line. Vendor Commodity A good or service purchased from a specific vendor. Vendor File A record of all attributes, dollar data, and control information for all vendors. K:\FA\DOC\WRKNPRCS\SPR\Proposals\SPRPropcurr0211.docx