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Contracts and Grants ARGIS Manual

1. Measurement of As Disposed Methane Potential of Residential and Commercial Municipal Solid Dr Debra Reinhart Research Applied Waiting to be Mailed Waste ID 1056873 Research Dr Eric Hoffman Research Basic Waiting to be Mailed Research Special Education Preparation in Intensive Interventions ID 1057152 Waiting to be Mailed Research Applied Waiting to be Mailed Research Dr Rodrigo Amezcua Correa Thermally Coupled Optical Isolated Multicore Fiber for High Power Fiber Lasesrs ID 10571383 Once selected the record will open in edit mode Enter the appropriate dates for when documents were received and when the proposal was submitted to the agency in the Date Mailed box Select the Proposal Admin Processor from the drop down list Te TA e goa ae _ f Ea j El 4 p i 23 min 27 sec i 4 Lia a a renee n Ree s 5 T T E NEE R ent ask Area 4 x EGON n att Waiting to be Mailed Research ID 1057560 R Application Request Preliminary Proposal Agency Deadling Type Postmarked O Fastlane Actual Rfceipt No Specific Deadline R Agency Deadjne Filing Type Hard copy mailing Electronic submission R Proposal RecWwee Date 09 15 2014 Proposal Document s Received Date EY Date Mailed R Proposal Admin Processor New Formal Proposal C Supplemental Continuation
2. 22209917 C amp G Internal Cost Share Voluntarily Committed O Burnett School of Biomedical Sciences 79 604 00 Proposed 22206051 C amp G External National Institutes of Health NIH 1 554 350 00 Cost Share 22206051 22209917 C amp G Internal Cost Share Voluntarily Committed 32 Each item entered or selected directs how the information is processed and where it is processed R Praject Dept Type C amp G External 7 amp R Account Source UCF FRA UCF Research Foundation UCF F amp A de not send to FAA R Classification Department Project R Suggested Proj Dept Number 1226 Project Dept Number 18228117 R Budget Levels Levelt Level 2 Level Leveld R Funding Start Date MOR 2012 i R Funding End Date 0 31 2014 ill INDIRECT R Indirect Type MTDC R What is the indirect rate to be used for budgeting billing 29 R Is any indirect being limited Iso why yes Rate Limited by Sponsor D Yes Rate Voluntarily Limited or Not Applied at all Internal Cost Share No Limit Current Rate is Used R What indirect percentage will not be received due to rate limita Example If normal rate is 45 but it wees 16 limited at 30 enter 15 R If applicable will the sponsor allow for the unrecevered foregone portion of indirect to be reported as cost et Yes No hare COST SHARE There ar many fons of cost share and this system tracks each type in different wa
3. 77 H aF COUDES Research ID 1054469 Titia Discovery of Marins Natural Products Targeting Latent M Tuberculosis PI Rohde Dr Kya Status Funded Project Dept Number 22206051 22205917 Buaget i Budget This section is used to set up the budget s for this submission If working on s NEW award you must first set up the account Select the e icon in the Awarded Budget section to the night of the Project Dept Type to bde awarded Complete the applicable fields in the account setup form then select the funding source or use the sign to add a funding source and enter the awarded budget Proceed to the Funded Budget section for the same project department type selecting the funding source to enter the amount of funding received to date and complete the budget fields If working on an EXISTING contract siready funded and either incremental funding or a budget transfer needs to be entered select the funding source under the appropriate account number in the Funded Budget section use the icon in the upper night of the form to add a new modification then enter the amount received for the given transaction NOTE Amounts shown in the left pane below reflect locked mods only Add Project Dept Type Funded 22206051 C amp G External National Institutes of Health NIH 409 169 00 Cost Share 22206051 e 22209917 C amp G Internal Cost Share Voluntarily Committed Burnett School of Bi
4. Agencies Faculty amp Staff Research Asset Database Searg al Admin a E Recurring Edit q Due Date Submitted On Accepted On Call PI Chair Memo Submission Forms gt rare i i i Under Review gt Lwcolls Deliverable Due Date Submitted Accepted Call PI Chair Memo Dean Memo Proposals On On Awards Contract All Deliverables task 1 07 01 2014 0 Agreements Account Balances ax UniWide Accounts Dean Memo Compliance gt Reports gt Configuration gt Doc Repository gt Help gt 56 R10 v Deliverable Enter the name of the deliverable that is required e g scientific report financial report Type Various types of deliverables may be required by the agency Select the type of deliverable required The types of deliverables able to be selected are the following Contract A contract deliverable is typically a scientific deliverable that the Pl is responsible for completing during the performance of the project This may include a scientific report data report or the creation of a widget It can be tied back to the contractual obligation in the award Financial A financial deliverable is typically a financial report the agency requires the university to submit to monitor finances of the award The deliverable is typically completed by F amp A By marking a deliverable as financial a reminder is sent to the F amp A point of contact on the project
5. d New Awards F ae AEE R Colleges Institutes ga El 2 e amp Centers Agencies m if W iI iif if Nf il iI iif Faculty amp Staff Details Budget Biling ators ORC Contacts Documents Contractual Tasks Certs amp Review R h Asset ee Research ID 1054469 Status Funded T Database Search p R Application Request Agency Deadline Type O Fostmarked Fastlane Actual Receipt O No Fi Preliminary Proposal Specific Deadline Full Proposal to Preliminary Edit Profile t New Formal Proposal R Agency Deadline 07 13 2012 i Resubmission Formal Proposal Filing Type Hard copy mailing Electronic submission Submission Forms Continuation to Account Number Date Received 02 27 2013 Date Mailed 02 27 2013 R Proposal Admin Processor Dantuma lils Elise Under Review p R Project Type Organized Research Applied Research T 2 Tasks p Proposals R Proj Start Date 03 01 2013 i R Proj End Date 023282015 i Awards R Title Si aaa Discovery of Marine Natural Products Targeting Latent M Tuberculosis Agreements 66 Within the Budget Tab click the icon to update the account information t aF COCEA a Research ID 1054465 Titia Discovery of Marine Natural Products Targeting Latent M Tuberculosis PI Rohde Dr Kyle Status Funded Project Dept Number 22206051 22209917 i Budget i Budget This section is used to
6. Research Foundation Research atUCF Search O Text Account ResearchID Faculty Of Go amp myRESEARCH Sign Off Fa Research News View Award Toe Research ID 1054469 Title Discowery of Marine Natural Products Targeting Latent M Tuberculosis Pl Rohde Dr Kyle Status Funded Project Dept Number 22206051 22209917 et Biling ORC Contacts Deliverables Documents Related info Contractual Tasks Certs amp Review New Awards Colleges Institutes amp Centers Agencies Faculty amp Staff Details Research Asset x CEI 10344 j z Ul F ee Research ID 1054469 Status Funded eee R Applicatio est R PE j m es Agency Deadline Type O Postmarked O Fastlane Actual Receipt No p ainas E Preliminary Proposal specific Deadline g O Full Proposal to Preliminary l i Ea Edit Profile New Formal Proposal R Agency Deadline OrMs2012 Resubmission Formal Proposal Filing Type Hard copy mailing Electronic submission Submission ae O Continuation to Account Number Date Received 02 27 2013 Date Mailed 02 27 2013 i i y E R Proposal Admin Processor Dantuma Ms Elise Poda Revie R Project Type Organized Research Applied Research Tasks p Popta R Proj Start Date 03 01 2013 iJ R Proj End Date 02 28 2015 Awards R Title bs a oe Discovery of Marine Natural Products Targeting
7. Research ID 1058233 Status Funded v i i R 3 R ni eae y Agency Deadline Type Postmarked Fastlane Actual Receipt No Specific Deadli New Formal Proposal a Deadli Sane Supplemental Continuation to Account Number R Agency Deadline 12 15 2014 12 00 AM ki Filing Type Hard copy mailing Electronic submission Proposal Received Date 01 20 2015 R Project Type Organized Research Basic Research v 2 Ps l Proposal Document s Received Date i Date Mailed 12 15 2014 R Proposal Admin Processor Gripp Monica R Proj Start Date 07 01 2015 i R Proj End Date 06 30 2017 ki R Title Exploiting a Novel Mycobacterium tuberculosis Virulence Factor to Discover New Drugs Against TB Research Attributes CAREER 1 4 In House IUCRC Research Foundation REU URI CRCV ICAMR Key Words Tuberculosis Drug discovery Dormancy Microbial Pathogenesis R Description Mycobacterium tuberculosis Mtb is a pulmonary infectious disease that exerts an enormous burden on global public health killing 2 million people each year One key to success of Mtb as a human pathogen is its ability to survive under extremely stressful conditions within professional immune killer cells called macrophages Mtb can also persist for decades inside pulmonary lesions knows as granulomas in dormant or latent state The poor efficacy of currently available drugs the emergence of drug resistant strains and the difficulty treating lat
8. ae New Awards Colleges Institutes amp Centers Related Info Agencies Faculty amp Staff ery ae Related Information Etats This section is optional It is used to add links to other research records within My Research To add a link use the Browse button below to locate the research record and then select Save The fields below will automatically be filled in Continue this process until you Search gt have added all related research records Admin Z Edit Profile Research aera acca Sen No records available for display at this time Submission Forms gt Under Review gt Funded Research Tasks gt No records available for display at this time Proposals Awards Agreements All Deliverables No records available for display at this time Agreements ___Account Balances Inventions O ee ee No records available for display at this time Compliance gt Reports gt Configuration gt Doc Repository gt Help gt R 100 If a specific other agreement or related research project needs to be associated with the agreement click the E button to search for a record to associate Once the record is selected click the es button to associate the record to the agreement Note The C amp G staff should not associate inventions with agreements The Tech Transfer team is the responsible party for properly associating inventions to agreements When you have completed the da
9. 4 e Fastlane o National Science Foundation NSF proposals e Actual Receipt o Applications which must be received by the sponsor by the application deadline e No Specific Deadline o When no deadline is presented by the agency for the proposal Agency Deadline For reporting purposes the Date Mailed must be entered as soon as a PTF has been entered into the ARGIS system for Under Review As Pl s do not have the ability to enter this date ORC must check for any newly entered PTF s on a daily basis If a PTF is not entered by a PI by the day of submission ORC must enter the PTF on their behalf and ensure this date is captured Filing Type The Filing Type identifies what form the proposal is required to be submitted Select either Hard copy or Electronic If the submission procedure requires both select hard copy Proposal Document s Received Date Denotes the date in which the majority of the application elements were received from the P Department for ORC review Project Type The Project Type identifies the realm of work being proposed in the proposal e Instruction Instruction e Instruction Training e Intergovernmental Personnel Agreement IPA o Anagreement between UCF and a federal agency used to assign a federal employee to work at UCF or to assign a UCF employee to work at the federal agency e Internal UCF Program o Programs which are funded solely by UCF e g In House SEED Program etc e Organized Research
10. Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding amp Assistance Research Foundation E p Search Text BaAccount Sresearch 10 Sraculty a UCF Research amp Commercialization Top Tier Ranking UCF is ranked in the top ter of the nation s research universities by the Carnegie Foundation for the Advancement of Teaching UCF has bulit research strengths in variety of areas including optics and photonics engineering modeling and simulation computer science amermnative energy and the emerging areas of nanocscience and Me serkes in order to become catalyst for the region s high tech development A strong spirit of cofeberation has made UCP an attractive partner for many cerviral Plorida high tech businesses that in turn heve provided UCP students with real wortd experiences The UCF Office of Research A Commerctalization strives to excel as an organization that takes ideas from innovation to reetization Assisting Faculty The Office of E earch amp Commercialization serves UCP scholars as the official liaison between UCP and funding sources and by helping faculty werk through the proposal and contract management process In 2011 the university wer pessed the 100 milton dollar mark in external funding for the seventh etraig year with 106 6 million Step 1 Move cursor over Reports 101 CS
11. 22206051 C amp G External Nationsl Institutes of Health NIH 51 694 350 00 Cost Share 22206051 22209917 C amp G Internal Cost Share Voluntarily Committed ED For a Transfer In under the Comments section the following details should be noted Fin Mod This mod represents a transfer In in the amount of XXX from account or RID XXX Transfer was required to enter explaination Initial amp Date 73 Once completed click Update Account then click on the account under the Funded Funded ys 21 029 00 16229915 C amp G Internal Cost Share Voluntarily Committed Office of Research amp Commercialization 100 00 Foregone 0 00 Reportable Click onthe next to the Mod to create a new fin mod Funded Budget 16226073 C amp G External MOD 8 of Effective Date 02 12 2015 Date Entered 02 12 2015 Locked 12 00 AM Funding Agency US Department of Energy e Contract Mod 2 Mod Type Budget Reallocation Under the Budget entry page e Enter in the effective date e For Mod type select Transfer In from the drop down menu A new screen when then option with a list of accounts in which you may select to transfer your funds from Note If your account is not listed then you are unable to proceed at this time e Add the funds to the categories that you are increasing Once completed lock and save the record NOTE You will also repeat this process under the Awarded section as this a
12. Applied Research o Conducted to gain the knowledge or understanding to meet a specific recognized need e Organized Research Basic Research o Undertaken primarily to acquire new knowledge without any particular application or use in mind e Organized Research Clinical Trial o A prospective biomedical or behavioral research study of human subjects that is designed to answer specific questions about biomedical or behavioral interventions drugs treatments devices or new ways of using known drugs treatments or devices Clinical trials are used to determine whether new biomedical or behavioral interventions are safe efficacious and effective e Organized Research Development t Office of Extramural Research National Institutes of Health http grants nih gov grants glossary htm C Retrieved on 04 22 2014 o A systematic use of the knowledge or understanding gained from research directed toward production of useful materials devices systems or methods including the design and development of prototypes and processes Other Institutional Activities Construction o Activities which involves major construction programs on campus o Please see your supervisor first before selecting this option Other Sponsored Activities Conference Oo A project in which a conference will be supported from the project funds o Please see your supervisor first before selecting this option Other Sponsored Activities Equipment o A project in which the m
13. Commercialization RESEARCH at UCF Research at UCF Search Text account research ID raculty 4 Research Asset 25 Total Requests NOT Sent Yet LEGEND N Not Started C Completed Request D Denied E Error Step 5 Click on red check mark to run preliminary check to ensure message sent to F amp A meets minimum requirements Requests Responses Search NOTE Change Requests are Research De with ARE NOT SENT Select the R ona ona to semana 1 Enter screen shot of reports page circle research 2 enter screen shot of Report page circle Data Transfer 3 screen shot of not yet sent 4 Find the request you would like to manually send to F amp A Select the red check mark on the record to verify that requirements have been met screen of all requirements met 5 If all requirements have been met then select the Manual Send Icon enter screen shot 6 Confirmation window will appear confirming the transmittal to F amp A screen shot Related Information and Resources http it research ucf edu 103 UNIVERSITY OF CENTRAL FLORIDA RESEARCH amp COMMERCIALIZATION G ARGIS Procedure Manual J Denials Effective Date 8 17 15 Last Updated 8 17 15 Reason for Procedure Find and correct denial messages from F amp A Procedures 1 Receive project bill plan denial message is received from F amp A through email Find Request ID From E webm
14. Fixed Price on Predetermined Schedule Fixed Price on Predetermined Schedule awards are structured where an account receives revenue based on a fixed amount on a specific schedule A fixed price agreement provides an agreed upon amount of funding for a specific deliverable or milestone A reconciliation of costs incurred and funding received are not required by the agency Fixed Price on Milestone Fixed Price on Milestone awards are structured where an account receives revenue based on a fixed amount when a specific milestone is achieved A fixed price agreement provides an agreed upon amount of funding for a specific milestone being met A reconciliation of costs incurred and funding received are not required by the agency and UCF will retain any residuals or absorb any additional costs outside of the contract amount Percent Completion Percent Completion award is when UCF receives a specified amount of payment for the percentage of work completed o Plis responsible for notifying F amp A regarding percent completion per invoice If the PI notifies ORC make sure to send an e mail to F amp A notifying them of the percent complete and to go ahead and invoice Time and Materials o Time and Materials Contracts include Direct Materials which mean any materials that enter directly into the end product or that are used or consumed directly in connection with the furnishing of the end product or service Hourly Rate means the rates prescribed in the
15. From the drop down menu select the appropriate status of the agreement e Active If anew Agreement is being established and or the Project is currently active e Closed If an Agreement has reached the end of the term and the Financial Compliance division has completed their closeout requirements the status of the agreement should reflect Closed Note The C amp G staff are not responsible for switching the status of the Agreement to Closed The Financial Compliance division manages this function e Abandoned If an Agreement has been abandoned and did not enter an active status the Agreement record should be updated to Abandoned Typically this status is not used by C amp G staff but is used by the OTT division e Extension Pending If the Agreement is being evaluated for an extension the Agreement status should reflect Extension Pending Please Note this update is important to ensure that Financial Compliance division does not prematurely close an active Agreement e Terminated If the Agreement was terminated by either Party prior to the initial end date the status of the Agreement record should be updated to Terminated 86 Agreement Type From the drop down menu the appropriate Agreement Type should be selected Note Fundable types of agreements should only be selected when affiliating to an Agreement that is associated to an awarded Project If this is a Non Fundable Agreement a Non Funda
16. amp Assistance Research Foundation Research at UCF E Search Text Account ResearchID Faculty as Go myRESEARCH Sign off 4 Research News view Award Se AARP New Awards Colleges Institutes amp ql Centers 24 min 29 sec Agencies Abdel Aty Dr Mohamed Status Funded Project Dept Number Faculty amp Staff Details Budget Billing estigators Research Asset n pam F ipt ifi i Full Proposal to Preliminary D Actual Receipt No Specific Deadline Submission Forms gt New Formal Proposal Under Review ss submission Resubmission Formal Proposal Date Received 03 24 2014 Tasks gt F Continuation to Account Number Date Mailed 03 25 2014 Proposals R Proposal Admin Processor Maass Jessica kA Awards R Project Type Organized Research Applied Research All Deliverables O agreements R Proj Start Date 04 07 2014 r Proj End Date 04 30 2016 i Account Balances R Title ___UniWide Accounts PHASE Il Enhancing and Generalizing the Two Level Screening Approach Incorporating the Highway Safety Mar Compliance gt Reports gt Research Attributes Configuration gt E career 1 4 E In House 1ucrc E Research Foundation E Reu E URI Doc Repository gt Pinte S Key Words Help gt Network Screeining Zone level screening two level screening safety assessment R Description In Phase of the project we extended
17. s invoices e Third Party In Kind Cost Share O Cost Share from a source outside of UCF that is not cash based such as donated time or a piece of equipment While the third party is not supplying the university with actual cash dollars the donation does need to have a quantitative dollar amount assigned to the donation e External Funding Reporting Only O External funding tracked for university wide reporting purposes only Verify this option with your supervisor e C amp G External Major Construction Only O Funding from an agency outside of the university for a major construction project e Program Income Additive O Program income is anticipated to be collected under the project and will be added to funds committed to the project by the awarding agency and used to further eligible project objectives e Program Income Cost Share O Program income is anticipated to be collected under the project and will be used to finance the non federal share of the project Account Source This data field indicates which entity will fiscally administer the project account and to whom to send the information for to establish an account number There are two sources of accounts numbers F amp A and UCFRF e UCFF amp A o Fiscal administration is managed by F amp A Account information is sent to F amp A to establish an account number This option is used for External awards C amp G Internal Cost Share Required and C amp G Internal Cost Share V
18. the award There can only be one Bill Plan Type per account number If your award has multiple payment schedules that different in type and structure of payment separate account numbers may be needed Once a Bill Plan Type is locked it cannot be changed If a different Bill Plan Type is required after is has already been locked a new account number will need to be established with the correct Bill Plan Type Therefore it is crucial to select the appropriate Bill Plan Type at the initial account setup stage 48 Types of Bill Plans available Cost Reimbursable Cost Reimbursable awards are structured where the account receives revenue based on allowable costs incurred on the project This means that UCF first incurs costs and then submits an invoice to the agency for payment The award is issued on the basis of an estimate of the costs of performing the scope of work and is often arrived at by negotiation between the funding agency and UCF A reconciliation of costs incurred is required by the agency throughout the award and at expiration Cost Reimbursable with Fixed Payments on Milestone Cost Reimbursable with Fixed Payments on Milestone awards are similar to a Cost Reimbursable project however UCF receives fixed payments from the agency at a specific milestone UCF will receive a fixed payment and at the end of the period of performance a reconciliation will be done and a reimbursement will be issued to the sponsor for any over payment
19. to day research responsibilities using Research Asset PID on July 22 2013 Learn more about the change Database Search At the Institute for Simulation DoD te ae A e UCF Research amp Commercialization Top Tier Ranking Lab scientists are developing a UCF is ranked in the top tier of the nation s research universities by the Carnegie Foundation for the Edit Profile Eier dapat reer Advancement of Teaching UCF has built research strengths in a variety of areas including optics and photonics j reri e na T 7 a f n R students to use their whole bodies engineering modeling and simulation computer science alternative energy and the emerging areas o gt to interact with the solar system nanoscience and life sciences in order to become a catalyst for the region s high tech development A strong s spirit of collaboration has made UCF an attractive partner for many central Florida high tech businesses that in turn have provided UCF students with real world experiences The UCF Office of Research amp Commercialization strives to excel as an organization that takes ideas from innovation to realization Under Review p Tasks Proposals Assisting Faculty Anaia The Office of Research amp Commercialization serves UCF scholars as the official liaison between UCF and funding sources and by helping faculty work through the proposal and contract management process In 2011 the All Deliverables university surpassed the
20. 22 20 a A a ce hki a s aa ot fae a g ALR ai BE DTP hee ep sola Ree ee Pe nee orth keira Arena ne societies Is there one or more Contract Line Item Numbers ae Yes SQA E ar grant ric A gate sel Dac aE mit TE REE PE cman ra Deed as PRES ea A des eel ere ey o n Start Date End Date r A ie ba iodine ame SE Pet ee ee ae ee ee vd rire TAT en Rene EN Seg ees Pte er at ae ee at ae hp oh 000i 001046 1350 03 24 2035 14 i 03 23 201 18 f mbes Een ae ae ee Ee ae ee ee h ki alle Sa eTA Aee EH as E E EE Lat ee SF 4 eek Hija 1 Baca Hp Fen reste ee Aaa k Invoicing Notes The information provided under the Invoicing Notes should provide additional information to F amp A about properly invoicing the agency The included information should be in addition to what is detailed in the Bill Plan and should not repeat information already entered Should you have specific requests or information an email should be sent to the F amp A contact as these notes do not always get sent to the specific F amp A contact gt CFR 204 7107 Center for Army Lessons Learned United States Army Combined Arms Center Retrieved 2014 http usacac army mil cac2 call thesaurus toc asp id 35554 51 Billing Agency Location The Billing Agency and Location sections contain key information for F amp A for invoice payment including in what form the university will receive the money who to send invoices to and any other contacts for bi
21. 5000 not proposed or approved CG decal is required Property gt 5000 CG decal is required Comments Budget level 2 OH 29 MTDC Other Sponsored Activity Property not proposed federal flow thru funds AC F Fin Mod 7 ee ee ee nee TALA from OH Fined nine ami mn recctrirtions on eminent momchase Af 8000 character lenath limit Need a character count R Tuition Allowable Yes No R Will multiple agencies departments or colleges be funding this Project Dept Number 2 Yes No I betata Arri ernt l Project Dept Type The project department type indicates the source of funding for the project and is used for various reporting requirements There are several sources of funds for projects e C amp G External O Funding is being received from an agency outside of the university e C amp G Internal Cost Share Required 33 O Cost Share that is required by the agency as a condition of award and reflected in the proposal to the agency This type of project department type must be tracked by the university and reported to the agency e C amp G Internal Cost Share Voluntarily Committed O Cost Share that is not required by the agency or included in the proposal This is not reported to the agency e Subcontractor Cost Share O Cost Share required by the agency but provided by a subcontractor This must be tracked by the university and reported to the agency Subcontract reports cost share value on the subcontractor
22. Amry Medical Research Acquistion Act Agreement X Integration of stimuli responsive soft materials into prototype tissue for medical training ID 1014254 2000 character length limit Need a character count Aeeacy SIMETRI Inc Status Active Type Fundable Contract Dates 10 20 2014 01 31 2016 Agreement PI Dr Jiyu Fang Address 3500 Aloma Avenue Building F Suite 6 Winter Park FL 32792 UNITED STATES Contact Angela Alban 321 972 9980 angela simetri us 30 Special Considerations Although the Special Consideration questions are entered at the PTF stage a thorough re review of the questions is important at the award stage to be sure the questions are correctly answered and to be aware of any compliance concerns affiliated with the project that may need to be considered prior to award setup e g IRB IACUC R Is this project conducted on campus Yes C No R SPECIAL CONSIDERATIONS Facilities amp Resources Yes No CC Will additional space or facilities be needed Will this project require the use of UCF facilities equipment or services for which a UCF fee will be charged to this project Will this project require access to UCF s High Performance Computing Center STOKES i Will this project require new research computing equipment data archiving or data management by UCF Regulatory Compliance Yes No Will human subjects to include data about living people biological specimen
23. Cumulative Mod Total Compliance gt Unrecovered 0 00 Not Reportable UniWide Accounts Salary 68 616 00 68 616 00 Reports gt C amp G External 2 ops 113 912 00 113 912 00 Configuration gt Florida Department of Transportation FDOT 0 00 Domestic Travel 0 00 L ihre nd a Unrecovered 0 00 Not Reportable Help gt Foreign Travel 0 00 Awarded Expense 980 00 980 00 C amp G External 1 O _ cases Florida Department of Transportation G Itants 0 00 FDOT 0 00 anica Unrecovered 0 00 Not Reportable Subcontract 0 00 C amp G External 2 O Stipends 0 00 Florida Department of Transportation a FDOT 0 00 Tuition 18 544 00 18 544 00 Unrecovered 0 00 Not Reportable TBD 0 00 Subtotal 202 052 00 202 052 00 Proposed a C amp G External 1 Effective Base 202 052 00 202 052 00 Florida Department of Transportation FDOT 279 009 00 Unrecovered 91 312 56 Not Reportable x Indirect Rate 10 Indirect 20 205 00 20 205 00 a C amp G External 2 Unrecovered 0 00 Not Reportable Total 222 257 00 222 257 00 Unrecovered Indirect Costs Allowed as Cost Share Not Reportable Effective Base 202 052 00 0 00 x Unrecovered Indirect 36 Rate Unrecovered Indirect 72 738 72 100 v Enter the budget per the agreement proposal or internal budget Helpful Hints e Effective Da
24. Enter the applicable account information per the information provided above 44 gt https argis research ucf edu index cfm fuseaction administ O BO X gt UCF s My Research Budget section tor the same project department type selecting the tunding source to enter the amount of tunding received to date and Edit Profile of the form to add a new modification then enter the amount received for the given transaction Under Review gt Tasks gt NOTE Amounts shown in the left pane below reflect locked mods only Proposals All Deliverables C amp G External 1 Agreements Florida Department of ieee pumas Transportation FDOT 0 00 Unrecovered 0 00 Not UniWide Accounts Reportable Compliance gt a C amp G External 2 Reports gt Florida Department of Configuration gt Transportation FDOT 0 00 SS A Unrecovered 0 00 Not Doc Repository Reportable Help gt Awarded C amp G External 1 Florida Department of Transportation FDOT 0 00 Unrecovered 0 00 Not Reportable C amp G External 2 e Florida Department of Transportation FDOT 0 00 Unrecovered 0 00 Not Reportable Proposed C amp G External 1 Florida Department of Transportation FDOT 279 009 00 Unrecovered 91 312 56 Not Reportable a C amp G External 2 Unrecovered 0 00 Not Reportable R Project Dept Type C amp G External R Ac
25. Funded Project Dept Number rc amp Sta Demers Documents Reed Contact Tasks Cers amp Review Research Asset Database Snark b Deliverable Type Admin E m E Recurring Edit Profile Due Date Submitted On Accepted On Call PI Chair Memo Dean Memo ee i i i i i i o Under Review gt Tasks gt Deliverable Due Date Submitted Accepted Call PI Chair Memo Dean Memo t Proposals On On Awards Contract All Deliverables Quarterly Process Report 06 15 2014 O __ Agreements Quarterly Process Report 09 15 2014 O ___ Account Balances Quarterly Process Report 12 15 2014 O eee ent eee Quarterly Process Report 03 15 2015 O Compli b wa Quarterly Process Report 06 15 2015 O rts gt Quarterly Process Report 09 15 2015 O Confi tion gt Se Quarterly Process Report 12 15 2015 fe Doc Repository gt E S Quarterly Process Report 03 15 2016 O Help gt 4 mW gt Once all Deliverables are entered click Next to move to the next tab of the record Documents 59 5 7 Documents Tab The Documents Tab is where pertinent documents can be attached to the record to be used by other users No working papers or internal ORC documents should be uploaded here To upload a document enter a name for the document Next select the type of document being uploaded Next click the Browse button to search for the document Once selected click the Save Document icon to save the document to the reco
26. O Text Account ResearchID Faculty es Go myRESEARCH Sign off A Research Nevs New Avards Colleges Institutes amp Centers aF COUP Ee Agencies Research ID 1054469 Title Discovery of Marine Natural Products Targeting Latent M Tuberculosis Pl Rohde Dr Kyle Status Funded Project Dept Number 22206051 22209917 Faculty amp Staff Details 4 I I re l ill m F Research Asset Research ID 1054469 Status Funded v Database Search p _ oe hace Agency Deadline Type Postmarked Fastlane Actual Receipt No Admin E Jr TE Specific Deadline Full Proposal to Preliminary i New Formal Proposal R Agency Deadline 07 13 2012 ki Edit Profile P OEE E i eee Resubmission Formal Proposal Filing Type Hard copy mailing Electronic submission Submission Forms gt Continuation to Account Number Date Received 02 27 2013 Date Mailed 02 27 2013 Under Review p R Project Type Organized Research Applied Research r e R Proposal Admin Processor Dantuma Ms Elise Tasks p o E l E 7 Seek R Proj Start Date 03 01 2013 J R Proj End Date 02 28 2015 Awards R Title a Discovery of Marine Natural Products Targeting Latent M Tuberculosis Agreements Within the Budget Tab click the iconto update the account information 69 D _______ T ODER Ss i Research ID 1054465 Titia Discov
27. Office of Research E amp F Commercialization RESEARCH at UCF eet ee ee ce Ce ae cc aaa i Research Foundation e 2 i 2 en ee ee ee ee ee a myRESEASCH S Step 4 Select NOT Sent Yet from drop down box Research at UCF LEGEND N Not Started C Completed Request 0 Denied E Error Sefect the Request ID to view the deta sent select the Reeearch ID to view the record in edit mode NOTE Upon receipt of an overall completion response from FRA the requester will receive an email from this site aaa SS a Pie TE 2 ON 11 2015 05 25 06 pM myREECARCH Siga Ot amp a parece Proposals and Awards General Proposal Report Account Codes Workflow Report Sponsors and Funders ARGIS Mall Log Report Ger een Uploads SubComtract Activity IP Raport Investigators Data Management Unlmorsitty Personne Intelbectial Property Agresnteants Proposal Pipetine Unigtked Buadigel Modifications Celiverables Unlocked BiN Pians incomplete Dudgst Transfers Dalinguenit baliverables Summary Date Transfer bo FAA Dejinguent Deliverable Chair Meena i l l o Delingusnt Deliverable Dean Herre Responsible Conduct In Research ACR All Beeliwerabhes Thentitate amp Plagiarise Certtioation reements e ARGIS Stats Agrenntants Mapori DAG Team Lead Acthity Bimma rr Proposa Admin Toad Lead Activity Surmrnary Step 3 Select Data Transfer to F amp A 102 Office of Research amp
28. Related Info Tab The Related Info Tab is important for awards since it captures all non funded agreements other research projects inventions and invention disclosures that are related to the specific award If a change is made to an award this may have significances for a related agreement research project disclosure or invention a ETS Related Information This section is optional It is used to add links to other research records or agreements within My Research To add a link use the Brovee buttons below to locate the research record or agreement and then select Save The fields below vill automatically be filled in Continue this process until you have added all related research records or agreements Browse to Locate Research Browse to Locate Agreement Related Research No records available for display at this time Agreements MTA HBOI FAU Rohde 02 07 2012 ID 1003142 MTA Material Transfer Agreement Active few Agency Florida Atlantic University FAU PI Rohde Dr Kyle Disclosures No records available for display at this time Inventions No records available for display at this time To affiliate another research project or agreement with the award click the appropriate CENE button Search and select the appropriate record to affiliate The title of the research project or agreement will display in the Name box Once selected click the Save button The record will n
29. Waiting to be Mailed link to display all proposals currently in the Waiting to be Mailed Status Quicklinks v Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding amp Assistance Research Foundation Research at UCF El Mea Search O Text Account ResearchID Faculty ee Go amp myRESEARCH Sign Off A Research Nevs Under Review xi O Maa E aa AE Colleges Institutes amp Centers Requires Attention Inboun Outbound Agencies Waiting to be Mailed ttention Faculty amp Staff Research Asset Database e Effort Date Conflict Report Search p Edit Profile Submission Forms gt Qader Review 55 Tasks p Proposals Awerds All Deliverables 97 Search for the record in the list of proposals Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding amp Assistance Research Foundation Research at UCF E Search O Text Account ResearchID Faculty i ti Go gt myRESEARCH Sign Off FA Waiting to be Mailed Collaborative Research Pervasive Spectrum Sharing for Public Safety Communications ID Dr Naim Kapucu Research Applied 1057192 Research 5 eee ae eer ee Dr Neelkanth Dhere Research Applied Waiting to be Mailed Research
30. about the need to complete the deliverable Internal An internal deliverable is typically a reminder to the Contract Manager on the project to complete a certain deliverable for the project For example if an IRB approval letter is needed prior to the start of Year 2 of the project an internal deliverable can be established to remind the Contract Manager to contact the IRB for the approval letter or check to see if the PI has completed the IRB process Sub Contract A subcontract deliverable is typically a deliverable a subcontractor to the award is required to submit to the university No notification is issued to the subcontractor RF Financial A RF financial deliverable is typically a deliverable for the UCFRF financial point of contact to complete a required financial deliverable for the agency e g financial report Due Date Enter the date the deliverable is due to the agency Click on the O to add the Deliverable to the record Note Unless the deliverable has already been received data entry is not required for the following sections Submitted On Accepted On Call PI Chair Memo Dean Memo The sections above are used when either the Deliverable is received or when followed up upon by ORC 57 Setting up a Recurring Deliverable For deliverables that will be recurring the recurring button can be used to set up the schedule For example if yearly scientific reports will be required to be submitted a recurring deliverable
31. additional times for the same deliverable e Select the recurrence pattern for the deliverable i e weekly monthly or yearly e Select which week month or year and the date the deliverable is due For example if a quarterly report is required that is due on the 15 3 15th Every Months on the i A specific day of the week may also be selected e Select the range for the recurrence Be cautious to take in to consideration the terms of the award For example if the award requires quarterly reports every 3 months starting on June 30 however the award starts in April the start date will need to be adjusted to June 30 in order to have the correct due dates for all deliverables A specific number of occurrences may be selected in lieu of a time period e Click the to add the recurring deliverable Below is an example of a requirement for Quarterly Progress Reports every quarter starting June 15 58 E UCFs My Research x I E hkl B od Suggested Sites v Web Slice Gallery v 2 e Research at UCF E Search Text Account ResearchID Faculty i 1 Go myRESEARCH Sign Off J E Research News New Awards Colleges Institutes amp 2BABe z ae _ Centers Research ID 1057086 Title PHASE Il Enhancing and Generalizing the Two Level Screening Approach Incorporating the Highway Safety Manual HSM Methods PI Agencies Abdel Aty Dr Mohamed Status
32. amp A do not send to F amp A R Classification Department Project R Suggested Proj Dept Number 64018 Project Dept Number 64018287 R A Budget Level Levell Level 2 Level 3 Level 4 R Funding Start Date 07 03 2014 iJ R Funding End Date 06 30 2015 iJ Billing tab Ensure that the invoicing schedule is updated to reflect the NCE if the Project is ona Fixed Price or predetermined schedule Investigator tab Ensure that the effort section is updated You must update the end date for each individual listed in the effort section 81 Awarded Effort This section is used to identify the percentage of effort each person has proposed and or been awarded to charge a given project department number Differing percentages of effort may be entered for altering time periods 64018287 Funded Project Period 07 03 2014 06 30 2015 Personnel Effort Start Date End Date Select Personnel v ozo32014 A 06 30 2015 A El Collapse to hide personnel effort E McClellan Mrs Tammie 07 03 2014 06 30 2015 Mi a 5 Deliverables tab Ensure any deliverables impacted by the extension are modified 6 Contractual tab Ensure any contractual relationships are updated to reflect the revised end date if applicable to the contractors Updating the Agreement Record Open the agreement record in edit mode and change the Agreement End Date pups Agreement ID 1012639 Title FDOT Master Agreement B
33. amp A knows if this charge is allowable Will multiple agencies departments or colleges be funding this project Dept Number If the account will be funding by more than one funding source select yes This prompts ARGIS to create a second funding source within the same account number This is only used for internal accounts such as cost share accounts 38 Once the appropriate information is entered click Update Account to save the information under the specific account EXAMPLES Setting up an External funding account For an external funding account enter in the information as follows e Project Dept Type C amp G External e Account Source UCF F amp A e Classification Project e Suggested Proj Dept Number Enter the 4 digit department code and the 1 digit funding source e Project Dept Number Leave blank e Budget Level Choose the appropriate budget level e Funding Start and end date Enter per agreement terms e Indirect Type Choose the appropriate Indirect Type Please note that the for awards with the current 46 indirect rate select MTDC new w cap threshold at 5k e What is the indirect rate to be used for budgeting billing Enter in the appropriate rate e Is any indirect being limited Mark if the project is being limited and by whom e What indirect percentage will not be received due to rate limits To be completed only if the indirect rate is being limited Add the difference between the federally n
34. an agreement between addressor and addressee Licensing Agreement an agreement between two parties known as the licensor and the licensee outlining the permissions of the use of the licensed material Material Donation an agreement outlining the terms of a material donation other than equipment listed above Membership Agreement an agreement defining rights and obligations with respect to membership with another organization Memorandum of Understanding a multilateral agreement between two or more parties to establish official partnerships They are not legally binding but they carry a degree of seriousness and mutual respect Material Transfer Agreement MTA a contract that governs the transfer of tangible research materials between two organizations when the recipient intends to use it for his or her own research purposes Non reimbursable Space Act Agreement an agreement that involves NASA and one or more Agreement Partners in a mutually beneficial activity that furthers the Agency s Missions Publisher s Agreement an agreement between a publisher and a writer or author to publish written material by the writer or author Reagent Repository Agreement Reimbursable Arrangement Release of Liability allows an organization to release liability deriving from a certain event Reproduction Release Research Agreement an agreement that outlines the roles and responsibilities of the parties involved in a
35. and unresolved ARGIS system issues As a result the time it takes to complete actions in ARGIS will be increased Common ARGIS Issues Data Saving Issues 1 2 3 d Most data saving issues can be solved by putting Internet Explorer into compatibility mode or using a different browser iThenticate Document 909 Errors d The iThenticate document upload error can be solved by uploading a PDF that does not have images in it All PDF documents will need to have recognizable text You are able to turn your PDF into recognizable text by opening the PDF with Acrobat going to tools text recognition and selecting In This File Please also ensure the radio button is selected for all pages Finding Withdrawn PTF s d Withdrawn PTF s can be found by searching for the Faculty name in the top search bar and selecting the name Under the user s proposals and awards you can change the filter to Status Withdrawn and click Go This will then filter all of the withdrawn PTF s 4 White Screen Errors d Any errors that open the White screen that states the error has been sent to an administrator should be fixed by the Center for Research Administration Technologies amp Applications CRATA staff If you experience one of these errors please document the time of the error Please send in the time of the error what you were trying to do and send this in to the RIS Service Desk They will then coordinate to
36. contract for payment for labor that meets the labor category qualifications of a labor category specified in the contract Direct Labor hours shall be at specified fixed hourly rates that include wages fringe benefits and overhead fully burdened Actual costs for materials except as provided for in FAR 31 205 26 e and f shall be cost reimbursable Cost Share DO NOT BILL Cost Share DO NOT BILL award is when UCF is committing cost share to the project The account receives revenue via ID transfer from an internal UCF account 49 Advanced Payments Advanced payments are payments to be received prior to the execution or effective date of the award Note Do not use this function unless otherwise advised Note Depending on the type of Bill Plan Type selected information for the Invoice Frequency Invoice Format and Invoice Billing Level may vary The system has built in logic for determining which information may or may not be needed provided the type of Bill Plan Type Because of this items listed below may or may not be available for entry Invoice Frequency The Invoice Frequency filed defines how frequently and by what date F amp A is required to invoice the agency The award document should specify how often and by when UCF is to invoice Invoice Format Some agencies have a specific format in which UCF needs to submit invoices The level of detail of the invoice will be dictated by the Bill Plan type for the award and
37. have completed the budget information select Next to continue to the next tab Add a Project Dept Type Proposed a C amp G exterai OO gt e National Instr of Health NIH 5393 172 00 By clicking the a new screen is generated This section outlines key information about the fiscal consideration under the proposal Budget This section is used to set up the budget s for this submission To begin indicate the Project Dept Type of the budget to be established in the form below If you re unsure of the type select Unassigned from the choices available and a proposal administrator will complete on your behalf Next indicate if there will be multiple funding sources for the Project Dept Type and then select Submit Upon doing so you will be prompted to complete the budgetary fields When you have completed the budget information select Next to continue to the next tab R Project Dept Type C amp G External INDIRECT R What is the indirect rate to be used for budgeting billing R Is any indirect being limited If so why yes Rate Limited by Sponsor Yes Rate Voluntarily Limited or Not Applied at all ie Internal Cost Share No Limit Current Rate is Used COST SHARE There are many forms of cost share and this system tracks each type in different ways Your responses to the questions above regarding the indirect rate reflect any possible Unrecovered Indirect that may be reported as cost share Additionally
38. have this issue resolved for you Other Helpful Tips The RIS team recommends using the latest version of Internet Explorer as Chrome may have limited functionality Make sure the compatibility mode is turned on Pop ups should always be allowed from ARGIS Related Information and Resources Research Information Systems RIS Service Desk Phone 407 823 5500 E mail risservicedesk ucf edu Website http it research ucf edu index html 108
39. if there is any Internal Subcontractor or other Third Party In Kind Cost Share to be tracked for this account you will create a separate account type and enter the appropriate funding source and budget for each of these types and then link the account back to this one The other type of cost share that can be related to this project is Third Party Sponsored Cost Share This is where all funding or a portion of funding from another sponsored project is being used as cost share NOTE A federal project cannot be used as cost share for another federal project unless specifically approved by the sponsor Use the look up function to locate and associate other research accounts that will be used as Third Party Sponsored Cost Share for this project For each project specify the portion to be used as cost share R Will multiple agencies departments or colleges be funding this Project Dept Number 11 Project Dept Type The project department type indicates the source of funding for the project and is used for various reporting requirements There are several sources of funds for projects e C amp G External O Funding is being received from an agency outside of the university e C amp G Internal Cost Share Required O Cost Share that is required by the agency as a condition of award and reflected in the proposal to the agency This type of project department type must be tracked by the university and reported to the agency e C amp G Int
40. project Awarded Effort Ww This section is used to identify the percentage of effort each person has proposed and or been awerded to charge a given project department number Differing percentages of effort may be entered for altering time periods 22206051 Funded Project Period 03 01 2013 02 28 2015 Personnel Start Date End Date Select Personnel v 0301 2013 ij 02 28 2015 fi E Expand to view personnel effort 22209917 Funded Project Period 03 01 2013 02 28 2015 Personnel Effort Start Date End Date Select Personnel x 03 01 2013 02282015 ij E Expand to view personnel effort To enter effort information for an investigator select the investigator s name from the drop down menu Enter the percentage of effort and the associated start and end date for the period of effort To add the effort information click the icon If the effort information for the investigator will be the same as entered in the PTF select the import effort icon to autogenerate the effort College Department Indirect Percentage The College Department Indirect Percentage section defines the overhead distribution to each of the colleges and departments associated with the award College Department Indirect Percentage This section is used to determine the percentage of indirect funds returned to a college or department As investigators are added above their corresponding college department vill be added to this section fo
41. research project 88 e Teaming Agreement involves two or more companies combining resources to bid ona government contract e Technology Control Plan formalization of the processes and procedures the University project personnel will use to ensure that any subject items export controlled items and information are not disclosed to unauthorized personnel or otherwise exported without the necessary US government authorization e User Agreement an agreement between a manufacturer and the organization that uses there manufactured item e Vendor Purchase Order Terms Terms associated with a Purchase Order when purchasing products and services e Visiting Scientist Agreement VSA an agreement wherein an individual scientist is granted permission by a UCF faculty member to access the physical resources and in some cases intellectual property of the University for a finite period of time within a specific context e Waiver an agreement through which a person or company agrees to release another party from legal responsibility or gives up a particular right or privilege e Work for Hire Agreement an agreement for an agency to hire a UCF faculty member for specific purpose Even though they remain a UCF employee the work created is done as hired work for the company and typically the company owns all the rights Sponsoring Agency Contract Number The corresponding agency contract number should be entered do not include
42. section is used to identify the percentage of effort each person has proposed and or been awarded to charge a given project department number Differing percentages of effort may be entered for altering time periods C amp G External 1 Proposed Project Period 01 01 2015 12 31 77 Personnel Start Date End Date Select Personne Expand to vie Proposed Effort This section is used to identify the percentage of effort each person has proposed and or been awarded to charge a given project department number Differing percentages of effort may be entered for altering time periods C amp G External i Proposed Project Period 01 01 2015 12 31 2015 Personnel Effort Start Date End Date Select Personnel v 0101 2015 W 12 31 2015 W E Collapse to hide personnel effort E Seal Dr Sudipta 01 01 2015 01 01 2015 12 31 2015 E Abdel Aty Dr Mohamed College Department Indirect Percentage The College Department Indirect Percentage section defined the overhead distribution to each of the colleges and departments associated with the project The split percentage among participating units is determined by the investigators colleges and departments It does not always correspond to the investigator credit or budget split percentages College Department Indirect Percentage This section is used to determine the percentage of indirect funds returned to a college or department As inve
43. set up the Dudget s for this submission If working on a NEW award you must first set up the account Select the e icon in the Awarded Budget section to the rig t of the Project Dept Type to be awarded Complete the applicable fields in the account setup form then select the funding source or use the sign to add a funding source and enter the awarded Dudget Proceed to the Funded Budget section for the same project department type selecting the funding source to enter the amount of funding received to date and complete the budget fields If working on an EXISTING contract siready funded and either incremental funding or a budget transfer needs to be entered select the funding source under the appropriate account number in the Funded Budget section use the icon in the upper night of the form to add a new modification then enter the amount received for the given transaction NOTE Amounts shown in the left pane Below reflect locked mods only Add Project Dept Type Funded e 22206051 C amp G External National Institutes of Health NIH 409 169 00 Cost Share 22206051 e 22209917 C amp G Internal Cost Share Voluntarily Committed Burnett School of Biomedical Sciences 75 604 00 Cost Share Total 272 604 00 Awarded 22206051 C amp G Externa 0 National Institutes of Hed NIH 3409 169 00 Cost Share 22206051 22209917 C amp G Internal Cost Share Voluntarily Committed O Q e Burnett School of B
44. start and end dates should reflect the start and end dates of the subcontract agreement in place This may or may not differ from the funding start and end date of the subcontract consultant agreement Funding Start and End Date The funding start and end dates should reflect the period for which the subcontractor consultant has spending authority This may or may not be different from the sub contract consultant start and end date Payment The Payment entry identifies what type of financial agreement we have in place with the subcontractor consultant The types of Payment that can be selected include e Cost Reimbursable The sub contract consultant incurs costs and then submits an invoice to UCF for Payment They are paid for only those costs properly incurred and approved A reconciliation of costs incurred is required by UCF throughout the award and at the end of the award e Fixed Price The sub contract consultant receives revenue based on a fixed amount on a specific schedule as detailed in the subcontract agreement A fixed price subcontract agreement provides an agreed upon amount of funding for a specific deliverable or milestone A reconciliation of costs incurred and funding received are not required by the agency e NA Not Applicable The not applicable selection is not a functional selection Do not use this selection Proposed Amount The Proposed Amount field is auto populated from what was entered at the proposal stage in t
45. the screening procedure in Part B of the Highway Safety Manual from a microscopic to macroscopic safety analysis Our novel integrated screening method overcame the _Shortcominas of current macro and micro level approaches and provided a comprehensive perspective on Research ID 1057086 Title PHASE Il Enhancing and Generalizing the Two Level Screening Approach Incorporating the Highway Safety Manual HSM Methods PI Database Search Research ID 1057086 Status Funded Admin Ef R Application Request z n A aa Agency Deadline Type Postmarked Fastlane Edit Profile J Preliminary Proposal Filing Type Hard copy mailing Electronic 4 m r m In the Deliverable tab the following information is requested f LLAR dE S amp gt _https argis research ucf edu index cfm fuseaction administ O BO X he S Suggested Sites gt Web Slice Gallery Research at UCF Search O Text Account Research ID Faculty FY Go amp myRESEARCH Sign Off amp con maesa BE AOL a sip Soe Research ID 1057086 Title PHASE Il Enhancing and Generalizing the Two Level Screening Approach Incorporating the Highway Safety Manual HSM Methods PI Abdel Aty Dr Mohamed Status Funded Project Dept Number L petne Budoet_ sting investigators ORC Contacte Oetverabies Documents Reatedinfo Contractual Tasks Corts amp Review Deliverable
46. to Account Number E R Project Type Organized Research Applied Research ve R Proj Start Date R Proj End Date i R Title EnergyPlus Whole Building Modeling and Simulation Software Development Task Area 4 2 New Feature Development Research Attributes Cl career 1 4 LJin House 1ucRC Research Foundation Reu C urr I crcv Licamr T icon to save and close the record The record will now hold a status of Pending 98 13 Changing a Proposal Status to Declined When ORC is notified by the PI about a proposal declined for funding by the agency ORC is responsible for updating the status of the proposal in ARGIS To change a proposal s status to declined in ARGIS open the record in edit mode Under the Details tab next to the Status display select Declined from the drop down menu Quicklinks v Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding amp Assistance Research Foundation Pr Research at UCF El My Search O Text Account ResearchID Faculty ee Go amp myRESEARCH Sign Off zA Research Nevs New Awerds Research ID 1056891 Title RF Coaching family caregivers to improve healthcare utilization ability and control of asthma PI Gibson Young Dr Linda Status Pending Agencies f Y Y Y7 Y Y Y ve Dells Budaet investigators Docum
47. your supervisor to correct or address Under the Certs amp Review Tab no data entry occurs This tab is generated during the approval process and displays key questions that were presented to the PI and any co PIs during the approval process and their corresponding answers If any answers seem unusual please work with your supervisor to review 24 Bae DJAXULREX Bp Research ID 1057163 Title NSF FASED supplement PI Ishigami Dr Masa Status Under Review il Certs amp Review Certifications and Review Various certification type questions are posed to certain individuals during the proposal review process such as the PI Co PI and or Dean or Chair This section displays the questions and responses provided Ishigami Dr Masa Research Misconduct Certification Upload the proposal manually to iThenticate Choose a method for routing your proposal to iThenticate Title Statement of proposed work Date 04 07 2014 I certify the contents of this proposal have not been fabricated falsified or plagiarized Yes Financial Conflict of Interest Yes I certify that I have read and understand the University s policy on the Reporting of a Potential Conflict of Interest or Conflict of Commitment in Research According to this proposal application the following people are associated to the proposed project Please identify the Ishigami Dr Masa PI Yes investigators who will be responsible for the desi
48. 100 million dollar mark in external funding for the seventh straight year with 106 6 Agreements Center million Account Balances UniWide Accounts Compliance Reports p Configuration p Doc Repository p Help p 92 Step 2 Once the search is completed select the appropriate record SR er oer ere ry A MDOE mee Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding amp Assistance Research Foundation Research at UCF i Search O Text Account ResearchID Faculty oOo do H myRESEARCH Sign Off F Research Neve earch Results New Awards Colleges Institutes amp Centers Agencies Faculty amp Staff Research Asset Database Dr Kyle Rohde Organized Research Funded Applied Research Admin Sponsor National Institute of Allergy and Infectious Diseases NIAID Edit Profile Submission Forms k Under Review Tasks p Step 3 The next screen will show the record information To edit the record select the Z icon to open the record in Edit mode Office of Research amp Commercialization RESEgpef at UCF Research Commercialization Ethics amp Compliance Centeps fInstitutes Proposal Fundin Research Foundation Research at UCF E Aa Search O Text Acce ResearchID Faculty i Reseayr Details TEORYA Fecal sia Desis eing Os
49. ARGIS User Manual M COMMERCIALIZATION Table of Contents ASENterINe a Proposal transmittal FOr Mereana a a a 3 SENGIT e E E E A nC aae waasonmraauataaeanmoniaaaees 3 S11 Details TaDeiriner ana A E EAN NN 4 S1t 2 B dget Ta naeron E weve is loca lvakewtaSavebaltanie fad aves lactose akspa lous see lead 11 Sko INVeStIC ALON Ss WA Soh aicttetah a a 14 CEA DOCUMENE Wall ea E E E renee eutureannse 18 G15 CONtEACEU Al Ta Donen O 19 SZUPI TEI aeaa a aa 21 SS Ar OV Me O PLF are oia a E E a a 23 4 Proposal Transmittal Form PTF Workflow Configuration ccccccsccccccsssseccceceessecccsseeeeeceeesaeeneeess 25 B Enterng a NEW AWO IM ARGI Ocerin reen a E E A E E A E E veces 28 5 Changing a Record s status from Pending to Funded sessssssseessssrrsssreresrrrsssrressrrressrreeserresereeseerese 28 SAADET Ma O E E E A E IA TT E 29 522 BUGZOL TaD anna N N ATR 32 S BINDE Tabane aa a a a a E N 48 554 Investe tor Ta Daere a E E A neato 53 85 5 ORC Contacts TaD wiicsc isin r A eeanuseremncasvisetaueaueens 55 65 G DENIVEFADIES To Dea a E tau tedae me aedian a E 56 SSL DOCUMEN TID eea a E casters T O E rsudauaa essa rE 60 95 8 Related INTO Ta Donidan a E E N NE 61 85 9 Contractual TaD reroror a A E TE waters nave obec ommiorsaundecanees 62 So Saving the Record and Hand Offeresciiaonne e a a eds 64 7 Establishing a Pre Award ACCOUNT aieia a a a a a i 64 C Entering Financial Modifications Financial Modification TypeS sss
50. Bensey 4 Additional Comments e Edit Solivan Mindy 04 07 2014 02 16 PM e File Uploaded 04 07 2014 02 16 PM Also note on this screen that the full proposal can be viewed along with the reviewer s acceptance or denial of the proposal and the time reviewed The PTF will display a Proposal Review tab noting the proposal title and two separate selections Accept and Demote By accepting the PTF this moves the PTF forward in the approval chain By demoting the PTF this moves the PTF back to the previous reviewer AmwOBH 1 eo E THIS PROPOSAL IS UNDER REVIEW AND ACTION IS REQUIRED BY YOU Application Request New Formal Proposal i Agency Deadline Proposal Review Details Budget Documents Contractual Certs amp Review Proposal Review NSF FASED supplement Research ID 1057163 Please take a moment to review this proposal making sure to view the additional information found under the tabs provided Once you have reviewed the proposal you will need to either ACCEPT or DEMOTE it using the buttons located below If demoting please include your comments explaining your reasons You may also EDIT the proposal by selecting the edit icon above Note If you have already reviewed this proposal it may have been demoted back to you for further review Please review the comments before taking any further action Be sure to review each of the PTF tabs for accuracy and compliance If any items seem incorrect please work with
51. DV37 Pl Smith Dr Daniel Agreement ID 1012639 R Agreement Name FDOT Master Agreement BDV37 R PI Smith Dr Daniel Q R Agreement Start Neate 08 13 2012 EA R Manager Vallery Ms Terri v l R Agreement End Date 06 30 2015 R University Position Disclosing O Receiving Disclosing amp Receiving N A Non Disclosure End Date i Terminated Date Mnre Pirna Failure to Compl Failure to update a record in ARGIS may result in a premature closing of a Project while a NCE is pending Once an account has been closed on any level it cannot be re opened 82 G UNIVERSITY OF CENTRAL FLORIDA S RESEARCH amp COMMERCIALIZATION Business Procedure Manual E Entering Agreements in ARGIS Effective Date 8 17 15 Last Updated 8 17 15 Reason for Procedure The University handles several agreement types Agreements are either fundable i e have a monetary value associated or are non fundable This procedure outlines the process for entering an Agreement into ARGIS for both agreement types Procedures Every Agreement needs to be entered and tracked in ARGIS Fundable Agreements entered in ARGIS must be affiliated with a fundable Project Non Fundable Agreements do not require affiliation with a fundable Project Fundable Agreements are entered as part of the entering a new award process 10 Starting an Agreement 10 1 Starting a non fundable Agreement SAI l
52. Documents This section is optional If you have documents to upload as part of this submission the fields indicated below are required Complete the fields then select Save Continue this process until all files have been uploaded R Document Name Description R amp Document Type J proposal Email Supporting Documentation R F dko Browse oner Note Spaces must be removed from file names before the file can be uploaded Q Proposal 2 SMIP_Proposal March 2015 Makris 6 File 120669 pdf Original Filename SMIP_Proposal_March_2015_Makris pdf Filesize 648 KB Uploaded 03 10 2015 Supporting Documentation 5 Budget ef File CSMIP Makris _Budget_Draft_3 10 2015 xlsx Original Filename CSMIP Makris _Budget_Draft_3 10 2015 xlsx Filesize 0 KB Other Documents Proposal and other contractual documents associated with this research have been scanned in by OOR and are available for your review Note In the final proposal draft is uploaded as the document type Proposal then the investigator will be able to automatically process the document through IThenticate by selecting use existing document See section regarding approval workflow and certification The Related Info Tab is important for awards since it captures all non funded agreements other research projects inventions and invention disclosures that are related to the specific award If a change is made to an award this may have significances for a related agre
53. G Manager is the person who reviewed negotiated and executed the award and has general oversight responsibilities for all award actions C amp G Coordinator The C amp G Coordinator is the person who is responsible for the day to day processing or award actions Multiple C amp G Coordinators may be associated with an award To add a C amp G Coordinator to the award select their name from the drop down menu and click the icon Proposal Administrator The Proposal Administrator is auto populated from the PTF entered at the proposal stage This field should not be changed Financial Contact The Financial Contact is the F amp A point of contact who will have financial oversight of the award 55 5 6 Deliverables Tab Typically when the university receives research funding the funding agency requests specific deliverables in return for funding the project This can include but is not limited to scientific progress reports financial reports data generated or widgets created Deliverables are tracked in ARGIS through the Deliverable tab of a project record To list the deliverables for a project open the record in edit mode and click the DELIVERABLE ta Neath X J gt UCF s My Research x fis ois S Suggested Sites Web Slice Gallery v Quicklinks X Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding
54. ING contract already funded and either incremental funding or a budget transfer needs to be entered select the funding source under the appropriate account number in the Funded Budget section use the icon in the upper right of the form to add a new modification then enter the amount received for the given transaction Edit Profile Submission Forms gt Under Review gt Tasks gt Proposals Add a Project Dept Type Pm C Add a Project Dept Type All Deliverables Funded NOTE Amounts shown in the left pane below reflect locked mods only Agreements Account Balances a C amp G External 1 Florida Department of Transportation FDOT 0 00 Unrecovered 0 00 Not Reportable UniWide Accounts Compliance gt Reports gt a C amp G External 2 e Florida Department of Transportation FDOT 0 00 Unrecovered 0 00 Not Reportable W Configuration gt Doc Repository gt Help gt Awarded C amp G External 1 e Florida Department of Transportation FDOT 0 00 Unrecovered 0 00 Not Reportable a C amp G External 2 0 e Florida Department of Transportation FDOT 0 00 Unrecovered 0 00 Not Reportable Proposed C amp G External 1 Florida Department of Transportation FDOT 279 009 00 Unrecovered 91 312 56 Not Reportable a C amp G External 2 Unrecovered 0 00 Not Reportable 100 Once selected the account information screen will appear
55. LICAMR Key Words R Description 3800 character length limit Need a character count Bypass Proposal Workflow This radio button should only be selected in the event that all hard copy signatures have been obtained from the complete chain of approvers Certain internal programs such as In House will have a fully approved hard copy PTF to which this button will be applicable Application Request The Application Request identifies what type of proposal is being submitted to the agency Note The actual use of the different types of request varies from the naming Please contact your supervisor for clarification as to which type to select e Preliminary Proposal o Brief descriptions of the intended research plan which may or may not include an estimate or budget Typically a two part process 1 preliminary proposal 2 Full proposal e New Formal Proposal o A formal proposal submission which typically includes final scope of work complete budget budget justification and agency specific documents e Supplemental Continuation to Account Number o Tobe marked when the new proposal is a continuation of a previously funded project Agency Deadline Type The Agency deadline identifies what type of deadline the agency is requiring for the proposal delivery e Postmarked o Hard copy mailed application that must be post marked by the application deadline
56. Latent M Tuberculosis Aoreements Step 4 Once the needed edits are made to the record select the icon to save the record If all edits made are completed select the y icon to save and close out of the record If no changes were needed to the record select the a icon to exit the record without saving the record Related Information and Resources ARGIS Help Online https argis research ucf edu help searching cfm 94 G UNIVERSITY OF CENTRAL FLORIDA RESEARCH amp COMMERCIALIZATION ARGIS User Manual G Agency Agency Address and Agency Contacts Look up Process Effective Date 8 17 15 Last Updated 8 17 15 Reason for Procedure This procedure outlines how to look up an agency and related contact information for a research record Procedures Step 1 To look up an agency for a research record select the AEren icon to begin searching Search for the Agency through either the rolodex feature or by using the search bar Invoicing Select an Agency SAY Search by Agency ALM BS COEF CHIT SKE MN OP Op sree Results for Agencies starting with A A Gift for Teaching A D Owens Construction A R E LIC AAA Foundation AAC Ab Initio LC ABE Group ABC Television Network ABET ABU Com College Univ Legal St Academic I mpressrons Academy for Motio Acatel Space Accident Analysis and Prevention Journal Accudyne Corporation Acorn Technologies Inc ACS Systems En
57. Mod type selection as a standard modification However the Indirect Type must remain as Underwrite Modifying the Account Once the Award is Executed Once the award is fully executed C amp G Staff should review the record in its entirety and edit any details necessary specifically BUDGET TAB e Indirect Type Change from Underwrite to the appropriate Indirect Type applicable to the executed award This is a critical change if Underwrite is kept then no indirect costs or miscellaneous fringe will calculate on the PeopleSoft account and the awarded dollars will not be included in ORC award reports e Comments should follow this template o Fin Mod 1 Date the award has been fully executed and the budget added is the difference of the award value and the budget established in Fin Mod O e Financial Mod Type Supplemental Incremental o The budget added through this Fin Mod is the difference of the award value and the budget originally established The total ARGIS budget should equal the award value Do not simply add the full award value at this stage or there will be an excess authorized budget BILLING TAB Lock the pending Bill Plan in compliance and consideration of the terms of the fully executed award Note In addition to the ARGIS record the appropriate ORC Staff should also review the financial expenditures and TERA documents to ensure any Pre Expenditure Review conducted or decisions made prior to award execution are
58. Proposal Funding amp Assistance Research Foundation ee ee ne Oe E Beet Bie Moret S E Go gt myRESEARCH Sign Off E Research Nevs New Avards Colleges Institutes amp Centers Requires Attention Inbound Outbo ste ane Awards Requiring Attention Effort Date Conflict Report Agencies Faculty amp Staff Research Asset Database Edit Profile Submission Forms gt Under Review p Tasks Proposals Agreements Account Balances UniWide Accounts Compliance Reports p Configuration p Doc Repository p Help p 23 From the list of proposals that are currently requiring attention select the proposal needing attention Showing 1 4 Y of 4 lt ren Ordered toy Tie NSF FASED supplement 1D 1057163 Ishigami Dr Masa Research Basic Research B Sponsor National Science Foundation NSF Agency deadline No Specific Deadline Submitted by Ishigami Dr Masa on 04 07 2014 02 51 PM Proposal Instructions and General Comments Reviewers Ishigami Dr Masa e Accepted 04 07 2014 03 20 PM Notification sent to ORC Pre Award Any member may respond Mr Matt Cronan Jessica Maass Seal Dr Sudipta o Accepted 04 08 2014 10 10 AM Notification sent to Jarvis Ms Joan Rahman Dr Talat o Accepted 04 08 2014 10 56 AM Young Dr Cynthia Accepted 04 08 2014 11 00 AM gt COS_IST Any member may respond Mindy Solivan Ms Tamara Gabrus Jennifer Parker Ms Courtney
59. ailed 02 27 2013 R Proposal Admin Processor Dantuma Ms Elise R Project Type Organized Research Applied Research R Proj Start Date 03 01 2013 R Proj End Date 02 29 2016 M R Title Discovery of Marine Natural Products Targeting Latent M Tuberculosis Research Attributes _J CAREER D 1 4 LJ In House LJ IUCRC LJ Research Foundation O REU O URI O cRcv LJ ICAMR Key Words Tuberculosis Drug Screening Marine Natural Products Latency R Description This project seeks to address the urgent need for new TB drugs with novel modes of action able to kill drug resistant and latent mycobacteria 3800 character length limit Need a character count PROPOSAL SPONSORING ORGANIZATION AWARD SPONSORING ORGANIZATION pee eme mmm ee ee ee ee ee eee eee ee ee ee ee ee ee ee ee ee ee ee em ee ee ee ee ee ee ee ee ee eee ee ee ee eee ee ee ee eee ee ee ee ee ee eee eee es pee eee ee eee ee ee eee eee ee ee ee ee ee ee ee ee ee eee eee ee eee eee eee R Who is this proposal being sent to A R Who sponsored the award Spy Acency 5 2 Budget Tab In the budget tab under AWARDED click on the to enter in the account information This information is used to set up the account and create the account number aF ONCE 2 eas m Research ID 1054469 Titia Discovery of Marine Natural Products Targeting Latent M Tuberculosis PI Rohde Dr Kyla Status Funded Project De
60. ain intent is to receive and house a major piece of equipment at the university Other Sponsored Activities Fellowship o A project in which the intent is to have a fellow mentor relationship established Other Sponsored Activities Private Service Other Sponsored Activities Public Service Other Sponsored Activities Testing Development Analysis Research Foundation Donation Sponsorship Other Agreements Only for UCF RF use Research Foundation Foundation Accounts Only for UCF RF use Project Start End Date Enter the dates of the period of performance for the proposed project Title Enter the title of the proposed as submitted to the agency Research Attributes Research Attributes identify any key features of the proposal which ORC reports to external entities or tracks internally CAREER Denoted only when the project is an NSF CAREER proposal l 4 Denoted only when the award is through the UCF I 4 FHTC Program In House Denoted only when award is through the UCF In House Program See In House award set up guidelines IUCRC Denoted only when the award is an NSF Industry amp University Cooperative Research Program IUCRC Research Foundation Denoted when the project is being run through the Research Foundation RF REU Denoted only when the award is an NSF Research Experience for Undergraduates REU URI Denoted only when the award is part of the Undergraduate Research Initiative URI CRCV Denoted only when the prop
61. ame of the agency may differ from the word or wording used in the search box Please be sure to thoroughly search for the agency If the agency cannot be found contact your supervisor prior to entering a new agency 95 Step 2 Once the Agency is found find the correct address and point of contact If the address is not Mot in found select the U Wine icon to enter the address information If the point of contact is not listed for Not in the address click the OG the list icon to add the point of contact information Once the address and contact is selected click the D button Back to Results J please use the We or Ga e ett icons to add them You can also use the Filter By option on the contacts list to see which contact has been previously used for various mailings R ADDRESS ES 11111 45 Center Drive MSC 6200 Bethesda MD 20892 Phone 301 496 7301 45 Center Drive MSC 6200 Bethesda MO 20892 301 496 7301 1111 45 Center Drive MSC 6200 Bethesda MD 20892 Phone 301 456 7301 CONTACT S Filter contacts for Select a type Preusch Peter PREUSCHPG nigms nih gqow Fhone 301 594 1156 45 Center Drive MSC 6200 Bethesda MD 20892 Failure to Comply If the aforementioned procedures are not followed a duplicate and or incorrect agency address will be created Doing so compromises the accuracy of the agency data collected in ARGIS as well as the potential reports using
62. and awaiting formal approval from the Agency on a funded project the project s status in ARGIS needs to be updated to reflect a status of Extension Pending To change a status of a project open the record in edit mode From the Status drop down menu select Extension Pending Research ID 1056400 Status Extension Pending Vv R Application Request Pria Popod Agency Deadline Type C Postmarked Fastlane C Actual Receipt No Specific Deadline New Formal Proposal Hard copy mailing Electronic submission i Filing Type O Supplemental Continuation to Account Number a 4 Proposal Received Date 12 03 2013 Proposal Document s Received Date i Date Mailed 10 24 2013 R Project Type Organized Research Applied Research v e R Proj Start Date 12 13 2013 iJ R Proj End Date 02 23 2016 i R Title Research for Advanced Demonstration of Blended Learning Outcomes for New Entrant Motor Carriers Once changed to Extension Pending status click Save and Close 80 9 Agency Approval Received Once the no cost extension NCE has been formally approved by the Agency the research record and Agreement record must be updated to reflect the new end date Updating the research record Open the project record is in edit mode select from the Status drop down menu and place the record into Funded status Update the end date o
63. ard terms The budget levels also determine when budget transfers are needed and what budget categories may require prior approval for transfers Please see the Business Manual for details on each Budget Level Funding Start Date Funding End Date This indicates what date charges can start to accrue on the award and at what date accruing charges must cease Indirect Type This indicates for F amp A how the Indirect Cost is to be calculated and how it s calculated Note Once an Indirect Type is selected for a project is cannot be changed If an incorrect Indirect Type is selected anew account number will need to be established and all incurred costs will need to be transferred to the new account e MTDC new cap threshold at 5k o This indirect type should be selected when the university s federally negotiated indirect rate is used for billing and budgeting purposes e MTDC e MTDC Capped e MTDC less External IRB fees e MTDC less PSC e MTDC less PSC of training stipends tuitions fees room board summer non res meals of program e TDC o This indirect type should be selected when the indirect cost calculation is calculated based off of the total direct costs of the project with no exclusions o TDCX 35 e TDC Capped e TDC less Recharge Centers 713912 e TDC less equipment o This indirect type should be selected when the indirect cost calculations is calculated based off of the total direct costs minus equipment e TDC less
64. are If another project account is being used for cost share on the award the project s account number will need to be entered It s important to note this for two reasons First Compliance can include this in the cost share report to the agency Second so the project being used for cost share is not used as cost share for a separate project i e project to project cost share CFDA CFDA numbers are provided for any Federal grant funding and Federal flow through awards The number should be listed on the award documents F amp A needs to track and report this not only for Federal grant funding but also on any Federal contract funding If one is not provided search for the appropriate code at https www cfda gov If you are unable t find the appropriate CFDA for that agency enter the agency code and then 9 for dummy numbers For example for the Army it will be 12 999 is not specific CFDA is listed If it is not an assistance agreement but is from federal appropriations then enter the dummy code 99 999 External Program Code Based upon what the science Expenditure Classification Code Property Vesting The vesting rights under an award are important for ORC F amp A Compliance and other university entities to be aware of This information is reviewed by many areas and is especially important when it comes to tracking and decaling Select the appropriate property vesting for the award e Purchase of property not allowed o When t
65. ary New Formal Proposal Resubmission Formal Proposal Continuation to Account Number R Project Type Organized Research Applied Research v e R Proj Start Date 09 01 2012 IJ R Proj End Date 08 31 2016 iJ R Title Safety Instruction and Competency Assessment for Laparoscopy Research Attributes CAREER I 4 In House IUCRC Research Foundation REU URI Key Words Surgery education laparoscopy simulation R Description Subcontract proposal for the collaboration with the University of Florida Status Pending v Agency Deadline Type Postmarked Fastlane Actual Receipt No Specific Deadline R Agency Deadline 03 05 2012 i Filing Type Hard copy mailing Electronic submission Date Received 06 08 2012 Date Mailed 06 08 2012 R Proposal Admin Processor The University Of Central Florida College Of Medicine will provide a significant amount of work related to the grant including leadership with the use of simulation sessions and psychometric evaluation and student performance analysis 3800 character length limit Need a character count A window will display that states Changing this proposal to a Funded status requires additional information Select Ok to load the new form otherwise select Cance p e Once changed to Funded status additional tabs are generated in the record for data entry The record is now ready to be completed Office of R
66. asks gt 4 0 Ocdinauent Ochwerabics Summary Delinavent Deliwerable Chair Menmo Delinquent Deliverable Dean Memo Responsible Conduct in Research RCR All Deliverables iThenticate amp Plegteriom Certification Agreements ARGIS Stats CAG Team Lead Activity Summary Proposal Admin Tead Lead Activity Summary PUCO 3 On the Data Transfer Page a Step 1 Go to the Project or Award Billing tab depending on where the denial occurred b Step 2 Use the drop down and go to Enter Request ID c Step 3 Enter request ID from the email and hit Go d Step 4 Denial message information will appear 105 ii of Research ercialization RESEARCH at UCF Research at WCF E Te n T Research 10 S EEE i Total Aegucsis taid f AIF 4 Make corrections to the account per the denial message Exclusions Exceptions Work with F amp A on the denial if there are any questions regarding the denial message Failure to Compl Message data will not be transferred over to People Soft and the account will not be updated 106 Q UNIVERSITY OF CENTRAL FLORIDA S RESEARCH amp COMMERCIALIZATION A RG IS User MI a Nn ual K ARGIS Troubleshooting Effective Date 8 17 15 Last Updated 8 17 15 Reason for Procedure To provide a standardized process for reporting ARGIS related system errors through an electronic ticket request This will also highlight common ARGIS system
67. asteroor ucf edu Sent Tue 3 10 2015 2 21 PM To cc Subject My Research Response to F amp A Award Billing Change Request 4271 Award Billing Office of Research amp Commercialization esa are 10 2035 Pho My RESEARCH Bere Sign On Did you know You can be notified when new research contracts are awarded Go to My Contact Information and select What s New You can authorize others to act on your behalf when you go on travel or vacation Go to My Contact Information and select Proxies When conducting an advanced search you can customize the layout and save the search for later use CF Office pne 407 8 a esearch amp Commercialization Michelle Rosenbaum Award Billing me 4271 da sas Agreement ID 1011300 and the following Bill Plan used by the research projects shown below has received the following responses from UCF Finance arm ou need to access this record in the My Research website please go to https argis research ucf edu bookmark cfm research 1053139 Request pertains to Successfully Teaching Educators about Primary Sources STEPS ID 1011300 Type Fundable Grant GA10C0011 Bill Plan 5823 Bill Plan Type Cost Reimbursable Invoice Frequency Quarterly Bill by 30th day of the quarter start to end date CGQTR30 CGQTR30 Task Order Successfully Teaching Educators about Primary Sources STEPS ID 1053139 Accounts 14246004 C amp G Exter
68. ate limited by Sponsor o If the indirect rate is limited by the agency to a rate lower than the federally negotiated rate select this option e Yes Rate Voluntarily Limited or Not Applied at all ie Internal Cost Share o If the indirect rate is being limited voluntarily by the university or is not being applied select this option o For example if the account being established is an internal cost share account the university will not charge indirect on itself therefore the rate is not applied to the account e No Limit Current Rate is Used o If the currently federally negotiated indirect rate is used on the project select this option 36 If the indirect is limited either by the agency or voluntarily two additional questions will display and required to be answered e What indirect percentage will not be received due to rate limits o The purpose of this question is to determine the amount of indirect costs the university is not recovering or foregoing due to the limit This is of importance for reporting purposes e If applicable will the sponsor allow for the unrecovered forgone portion of the indirect to be reported as cost share o The purpose of this question is to alert F amp A about the reporting of the unrecovered foregone indirect costs to the agency o If the agency will allow this to be counted select YES If it is not allowable select NO If unsure which to select see your supervisor for guidance Cost Sh
69. ate or undergraduate students are involved you must select the type of RCR training that will be used which must be confirmed by the PI R Is this project conducted on campus Yes C No R SPECIAL CONSIDERATIONS Facilities amp Resources Yes No i gt Will additional space or facilities be needed Will this project require access to UCF s High Performance Computing Center STOKES Will this project require new research computing equipment data archiving or data management by UCF Regulatory Compliance Yes No Classified amp Export Control Restrictions Yes No Is the project classified Is the project sensitive but unclassified Is the project under export control restrictions Collaborations Yes No Will there be individuals on campus who are not UCF employees Will subcontracting to another organization occur R Can information about this submission be disclosed C Yes C No e ls this project conducted on Campus For a project to be considered off campus more than 50 of the total work must be performed off campus for full confirmation of off campus refer to the UCF Space Survey Facilities amp Resources e Will additional space or facilities be needed e Will this project require the use of UCF facilities equipment or services for which a UCF fee will be charged to this project o By marking yes researchers may be indicating the use of a Recharge Center is necessary Rec
70. ay of month start to end date Discovery of Marine Natural Products Targeting Latent M Tuberculosis ID 1054469 Accounts 22206051 C amp G External Bill Plan 6260 Bill Plan Type Cost Share DO NOT BILL Invoice Frequency No Bill Discovery of Marine Natural Products Targeting Latent M Tuberculosis ID 1054469 Accounts 22209917 C amp G Internal Cost Share Voluntarily Committed However if a specific bill plan should be associated with the agreement and is not listed the award record should be double checked to be sure the agreement is associated with the award record Note No Bill Plans should be associated with non fundable agreements 11 3 Documents Tab In the Documents Tab only upload the fully executed Agreement to the record Use the same naming conventions as described in the previous section Dp A 5 F m P gt https argis research ucf edu index cfm fuseaction agreeme O BOX 5 gt UCF s My Research xii th amp B o Suggested Sites v 2 Web Slice Gallery v JL e Office of Research Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding amp Assistance Research Foundation Mo Search Text Account ResearchiD Faculty Po Ga amp myRESEARCH Sign oft E Submit A New Agreement Se Ree REE ARERR RRR RE ERR RRS RRR eee eee ee Research at UCF E Research News Sees ee eee
71. behalf e Will subcontracting to another organization occur O If marked YES additional documentation will be needed for the proposal file Contact the subcontractor as soon as possible to start collecting the appropriate documents e Can information about this submission be disclosed O By selecting Yes only the PI and UCF staff will have the visibility of this project proposed funded when conducting online searches 10 1 2 Budget Tab The Budget Tab outlines the financial consideration being requested in the proposal Details such as the indirect rate source of funds and budget line item costs are outlined When under the Budget Tab select the to enter information about the budget af OODE B Ss D Research ID 1056956 Title Age linked imprint revision in somatic cells PI Muller Dr Mark Status Under Review Detsis Budget Investigators Documents elated nto Contractual Tasks Ceris amp Review Budget This section is used to set up the budget s for this submission To begin indicate the Project Dept Type of the budget to be established in the form below If you re prererererd unsure of the type select Unassigned from the choices available and a proposal administrator will complete on your behalf Next indicate if there will be multiple funding sources for the Project Dept Type and then select Submit Upon doing so you will be prompted to complete the budgetary fields When you
72. ble type of Agreement should be selected Types of Agreements available Agreement a negotiated and legally binding arrangement between parties as to a course of action that does not fit one of the other listed categories As Ordered Bailment Assignment an agreement outlining the temporary placement of control over or possession of property by one person the bailor into the hands of another the bailee for a designated purpose Collaborative Research Agreement an agreement entered between two or more researchers engaged in a research project about the nature of their working relationship Conditions of Use an agreement that outlines the terms one must agree to abide by in order to use a service Confidential Disclosure Agreement an agreement between two or more parties that signifies a confidential relationship exists between the parties involved Education Partnership Agreement an agreement between schools and another organization to establish goals and to construct a plan of action for achievement of those goals Equipment Donation Agreement an agreement outlining the donation of equipment including the type quantity quality value and designated purpose for the use of the donation as well as the rights and obligations of the two parties Equipment Loan Agreement an agreement when a piece of equipment will be loaned to or from a third party and there is no other service contract with the borrower Evaluation Ser
73. cessor R Proj Start Date 09 01 2012 IJ R Proj End Date 08 31 2016 i R Title Safety Instruction and Competency Assessment for Laparoscopy Research Attributes CAREER I 4 J In House IUCRC Research Foundation REU U URI Key Words surgery education laparoscopy simulation R Description Subcontract proposal for the collaboration with the University of Florida The University Of Central Florida College Of Medicine will provide a significant amount of work related to the grant including leadership with the use of simulation sessions and psychometric evaluation and student performance analysis 3800 character length limit Need a character count A window will display that states Changing this proposal to a Funded status requires additional information Select Ok to load the new form otherwise select Cancel Once changed to Funded status additional tabs are generated in the record for data entry The record is now ready to be completed N RESEARCH AT UCP I FOst UOC Frogram ORG intranetw j Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Research Foundation Proposal Funding amp Assistance Research at UCF El fea Search O Text Account ResearchID Faculty hina Go myRESEARCH Sign Off ZA Research Nevs New Avards Colleges Institu
74. costs minus tuition equipment over 5 000 and subcontract values greater than 25 000 e Indirect costs are automatically calculated using the Effective Base entered Cents may be generated from the auto calculation If cents are generated round to match the total funded amount Once this information is added click Next It is no longer an option to choose 1 3 Investigators Tab The purpose of the Investigators Tab is to identify the PI and any co Pls for the project distribute the credit splits between the PI and co Pls document the efforts of each PI and co Pl and document the indirect percentage split between the colleges and departments working on the project The tab is divided into three sections Investigators and Credit Percentage Proposed Effort and College Department Indirect Percentage Investigators and Credit Percentage The Investigators and Credit Split section define who the PI and co Pls are on the project and distributes the percentage of credit each individual is to receive for the project Other key personnel who may not 14 be a Co P but will be responsible for the design conduct or reporting of the project can be identified as project assistant or project personnel No credit is given to these individuals Use the a icon to search for the principal investigator lt 5 Investigators and Percentage Use the Q icon to select the college department and name of the investigator s associated
75. count as cost share CFDA As a general rule RF will not accept Federal funding so this will typically be blank On the rare case that they do receive Federal funding please follow the instructions for locating the CFDA number found in setting up a typical external funding account External Program Code Use the magnifying glass to view the drop down list Select the appropriate code Expenditure Classification Code Use the magnifying glass to view the drop down list Select the appropriate code Property Vesting Select Purchase of Property Not Allowed Comments Comments should follow the following template Equipment xxxxxx list if equipment was proposed not proposed if it needs prior approval etc List other relevant requirements for example if foreign travel needs prior approval or re budgeting needs prior approval Fin Mod 0 Date represents funding in the amount of SXXX Then any comments for which the funding may be for a specific purpose ex travel only student stipends etc ADD INITIALS Tuition Allowable Select the appropriate selection per the terms of the agreement Will multiple agencies departments or colleges be funding this Project Dept Number Typically this will be No Setting up an l 4 or In house award 42 Enter in the information as follows Project Dept Type C amp G Internal Account Source UCF F amp A Classification Project Suggested Proj Dept Number Enter in the 4 digit college depa
76. count Source UCF F amp A R Classification Department D UCF Research Foundation Project R Suggested Proj Dept Number Project Dept Number R Budget Level Level 1 R Funding Start Date INDIRECT R Indirect Type Level 2 H Level3 O Level 4 R Funding End Date R What is the indirect rate to be used for budgeting billing R Is any indirect being limited If so why COST SHARE Yes Rate Limited by Sponsor complete the budget fields If working on an EXISTING contract already funded and either incremental funding or a budget transfer needs to Submission Forms gt be entered select the funding source under the appropriate account number in the Funded Budget section use the icon in the upper right UCF F amp A do not send to F amp A Yes Rate Voluntarily Limited or Not Applied at all ie Internal Cost Share No Limit Current Rate is Used There are many forms of cost share and this system tracks each type in different ways Your responses to the questions above regarding the indirect rate reflect any possible Unrecovered Indirect that may be reported as cost share Additionally if there is any Internal Subcontractor or other Third Party In Kind Cost Share to be tracked for this account you will create a separate account type and enter the appropriate funding source and budget for each of these types and then link the account back to this one T
77. ct from the Agency List when dealing with an External Sponsor Select from the College Dept List when dealing with an Internal Sponsor For directions on how to look up an Agency please see the Agency Look up Section Note Once the Award Sponsoring Organization has been selected and the Research ID RID has been associated to an Agreement record these cannot be changed or modified If a change is required for either of these sections a new account will have to be established Agreement Each award is required to be affiliated with an agreement The Agreement is the umbrella record that can house multiple awards To search for an Agreement to affiliate with the award or enter a new Agreement for the award please see the Agreement ID creation section PROPOSAL SPONSORING ORGANIZATION eeaeee AWARD SPONSORING ORGANIZATION _ ____ R Who is this proposal being sent to A R Who sponsored the award SMa acency Agency this proposal is to be sent to Point of Contact for this Project A SIMETRI Inc A SIMETRI Inc Address 3500 Aloma Avenue Building F Suite 6 O Address 3500 Aloma Avenue Building F Suite 6 Winter Park FL 32792 Winter Park FL 32792 Proposal Announcement Number W31XWH 13 R 0032 Contact Angela Alban 321 972 9980 Proposal Instructions and General Comments angela simetri us Budget years 3 5 are for Phase II performances Funding for phase II is subject to PRIME agency approval PRIME Agency US
78. ction may effect the awarded amount 74 Carry Over Unobligated funds remaining at the end of the budget period requiring soonosr approval to spend in the next budget period Within the Budget Tab click the icon to update the account information ae CNR BR Research ID 1054469 Titia Discovery of Marine Natural Products Targeting Latent M Tuberculosis PI Rohde Dr Kyle Status Funded Project Dept Number 22205051 22205917 Bugget l Budget This section is used to set up the budget s for this submission If working on a NEW award you must first set up the account Select the e icon in the Awarded Budget section to the nght of the Project Dept Type to be awarded Complete the applicable fields in the account setup form then select the funding source or use the sign to add a funding source and enter the awarded Dudget Proceed to the Funded Budget section for the same project department type selecting the funding source to enter the amount of funding received to date and complete the budget fields If working on an EXISTING contract siready funded and either incremental funding or a budget transfer needs to be entered select the funding source under the appropriate account number in the Funded Budget section use the icon in the upper night of the form to add a new modification then enter the amount received for the given transaction NOTE Amounts shown in the left pane Below reflect locked mods
79. d 22206051 C amp G Externa National Institutes of He IH 3409 169 00 Cost Share 22206051 22209917 C amp G Internal Cost Share Voluntarily Committed O O Burnett School of Biomedical Sciences 79 604 00 Cost Share Total 272 604 00 Proposed 22206051 C amp G External National Institutes of Health NIH 1 654 350 00 Cost Share 22206051 e 22209917 C amp G Internal Cost Share Voluntarily Committed next For a budget reallocation under the Comments section the following details should be noted Fin Mod This mod represents a budget transfer in the amount of XXX from XXX category to XXX category Budget Transfer is allowable per e g Agency Approval dated XXX or per Award Article XX Financial Initial amp Date Once completed click Update Account then click on the account under the Funded Funded 16229915 C amp G Internal Cost Share Voluntarily Committed Office of Research amp Commercialization 100 00 Foregone 0 00 Reportable Click onthe next to the Mod to create a new fin mod Funded Budget 16226073 C amp G External MOD 6 of Effective Date 02 12 2015 Date Entered 02 12 2015 eee 12 00 AM Funding Agency US Department of Energy e Contract Mod 2 Mod Type Budget Reallocation Under the Budget entry page 70 Funded Budget 16608010 C amp G External R Effective Date iii Funding Agency National Central University e Catego
80. d from the choices available and a proposal administrator will complete on your behalf Next indicate if there will be multiple funding sources for the Project Dept Type and then select Submit Upon doing so you will be prompted to complete the budgetary fields When you have completed the budget information select Next to continue to the next tab Add a Project Dept Type Proposed Budget C amp G External 4MOD 1 of O Proposed Funding Agency National Science Foundation NSF fe B External 1 0 National Science Foundation N a Year 30 Cumulative Mod Total Category 0 00 0 00 Domestic Travel 0 00 Foreign Travel 0 00 Expense 0 00 oco 0 00 Consultants 0 00 Subcontract 0 00 Stipends 0 00 0 00 A tA Ci A t tA A A A t t t w wA t t 4A wA w t Tuition TBD 0 00 Subtotal 0 00 a 0 00 0 00 Effective Base 0 00 x Indirect Rate Indirect 0 00 Enter the budget per the proposal or internal budget Helpful Hints for Budget Entry e When entering budget information no cents should be included Only whole numbers should be entered If cents are part of the proposal round down to the nearest whole number e OCO is the equipment category e The Effective Base is the amount of the award on which the indirect rate is calculated For example if the indirect rate for the project is based on the university s federally negotiated rates the Effective Base would reflect the total direct
81. e Contractual Tab is to capture any funded third party contractual agreements in connection to the project Contractual Contractual Agreements This section is optional To add a contractual agreement select an agency from the list provided Complete the other fields available and then press Save Continue this process until you have added all appropriate co ASSOCIATED CONTRACTUAL AGREEMENTS Consultant Patrick Fullerton DO not Saved 66 Sub Contract University of Florida not Saved 6e 19 Contractual Agreement Type The Contractual Agreement Type identifies what type of relationship the third party has with the university and subsequently the project Select the appropriate agreement type from the drop down menu Descriptions of the types of contractual agreements are provided below e Sub Contract o A sub contract or subrecipient is an organization providing programmatic effort under the award to support the completion of the aims and goals of the project e Consultant o A consultant is an individual who is providing programmatic effort under the award to support the completion of the aims and goals of the project e Collaborator o A collaborator is an individual participating on the project e Other Significant Contributor o An Other Significant Contributor is an Individual who has committed to contribute to the scientific development or execution of the project but are not committing any specified measurable eff
82. e applicable fields in the account setup form then E select the funding source or use the sign to add a funding source and enter the awarded budget Proceed to the Funded Budget section for the same project department type selecting the funding source to enter the amount of funding received to date and complete the budget fields If S heey working on an EXISTING contract already funded and either incremental funding or a budget transfer needs to be entered select the funding source Submission Forms gt under the appropriate account number in the Funded Budget section use the icon in the upper right of the form to add a new modification then eee ar ae ates enter the amount received for the given transaction Edit Profile Under Review gt m Tasks gt NOTE Amounts shown in the left pane below reflect locked mods only Proposals Funded Budget C amp G External Funded R Effective Date 94 08 2014 i Unlocked Funding Agency Florida Department of Transportation FDOT a C amp G External 1 Florida Department of Transportation FDOT 0 00 ategory New Funding Cumulative Total Unrecovered 0 00 Not Reportable lial exter ane 68 616 00 68 616 00 C amp G External 2 ops 113 912 00 113 912 00 Florida Department of Transportation FDOT 0 00 Domestic Travel 0 00 Unrecovered 0 00 Not Reportable Foreign Travel 0 00 Awardee Expense 980 00 980 00 a C amp G Exte
83. ed to Pending cccccccssscccceesececeesecceeeeseceeeeneceeeeees 97 13 Changing a Proposal Status to Declined esanera a a aa habh a ieee 99 14 Changing a Record Status from Pending to Funded ccscccccssecccesececeeeceeeeeseceseeecessugeceesenes 100 le IVVAIIUE SEINE S siciarenslcsssnbaassanahaeesnon Susan aurtona N A 101 Ie TSU WANS aise sctsc oh Tasca Bic Tanta a aa pawn ld da a aed ame ate oem eect 104 KARG TROUDICSIO OUI conas a aa a aaa a a a aE 107 Q UNIVERSITY OF CENTRAL FLORIDA S RESEARCH amp COMMERCIALIZATION ARG IS User Ma Nn ual A Entering a Proposal Transmittal Form Effective Date 8 17 15 Last Updated 8 17 15 Reason for Procedure The Proposal Transmittal Form PTF is typically the initial data entry for a sponsored project in ARGIS The majority of proposals are entered into ARGIS for record keeping tracking and reporting purposes 1 Initiating a PTF To enter a PTF in ARGIS follow these steps 1 Under the Admin column on the left hand side click on the Submission Forms tab 2 Select Research Proposal This will open a blank PTF Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding amp Assistance Research Foundation New Awards Colleges Institutes amp Centers Agencies Hazardous Agent o ocess Identification Faculty amp Staff e _ Draft Submi
84. ederally negotiated rate is not being used the rate to which the project is limited it should be noted here e Yes Rate limited by Sponsor o Ifthe indirect rate is limited by the agency to a rate lower than our federally negotiated rate select this option e Yes Rate Voluntarily Limited or Not Applied at all i e Internal Cost Share o If the indirect rate is being limited voluntarily by the university or is not being applied select this option 12 o For example if the account being established is an internal cost share account the university will not charge indirect on itself therefore the rate is not applied to the account e No Limit Current Rate is Used o Ifthe currently federally negotiated indirect rate is used on the project select this option If the indirect is limited either by the agency or voluntarily two additional questions will display and required to be answered e What indirect percentage will not be received due to rate limits o The purpose of this question is to determine the amount of indirect costs the university is not recovering or foregoing due to the limit This is of importance for reporting purposes e lf applicable will the sponsor allow for the unrecovered forgone portion of the indirect to be reported as cost share o The purpose of this question is to alert F amp A about the reporting of the unrecovered foregone indirect costs to the agency o If the agency will allow this to be counted
85. ee eee eee eee eee eeeeeee New Awards Colleges Institutes amp i Centers Agencies Faculty amp Staff Research Asset Documents Database This section is optional If you have documents to upload as part of this submission the fields indicated below are required Complete the fields then select Save Continue this process until all files have been uploaded Search gt R Document Name Admin 2 Description Edit Profile Submission Forms gt Under Review gt R File to Upload _ Browse Tasks gt aes ocMecx 3 Proposals Awards Note Spaces must be removed from file names before the file can be uploaded All Deliverables Agreements Next o Account Balances UniWide Accounts Compliance gt Reports gt Configuration gt Doc Repository gt Help gt 90 11 4 Related Info Tab The Related Info Tab relates any research Projects funded research other agreements inventions and licenses to this single Agreement amp od https argis research ucf edu index cfm fuseaction agreeme P a BCX JA UCF s My Research xs W S Suggested Sites Web Slice Gallery v hk it Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding amp Assistance Research Foundation Research at UCF amp Mo Search Text OA Account Research ID Besni L 5 myRESEARCH Sign Off Fe
86. egotiated rate and the limited rate e If applicable will the sponsor allow for the unrecovered foregone portion of indirect to be reported as cost share If unrecovered foregone overhead is being used as part of a cost share commitment then select yes otherwise select no e Use the look up Function to locate and associate other research accounts that will be used as Third Party Sponsored Cost Share for this project Use this only if using another sponsored account as cost share e CFDA CFDA numbers are provided for any federal grant funding and the number should be listed on the award The university still needs to track federal contract funding with a CFDA and if one is not provided search for the appropriate code here https www cfda gov It is important to have the first two digits prior to the decimal and if the last 3 are unknown use 999 as default For example 20 999 e External Program Code Use the magnifying glass to view the drop down list Select the appropriate code e Expenditure Classification Code Use the magnifying glass to view the drop down list Select the appropriate code e Property Vesting Select the appropriate option per the agreement terms e Comments Comments should follow the following template Equipment xxxxxx list if equipment was proposed not proposed if it needs prior approval etc List other relevant requirements for example if foreign travel needs prior approval or re budgeting needs pr
87. ement research project disclosure or invention 18 Related Info Related Information This section is optional It is used to add links to other research records or agreements within My Research To add a link use the Browse buttons below to locate the research record or agreement and then select Save The fields below will automatically be filled in Continue this process until you have added all related research records or agreements Browse to Locate Research Browse to Locate Agreement Related Research No records available for display at this time Agreements MTA HBOI FAU Rohde 02 07 2012 ID 1003142 MTA Material Transfer Agreement Active few Agency Florida Atlantic University FAU PI Rohde Dr Kyle Disclosures No records available for display at this time Inventions No records available for display at this time To affiliate another research project or agreement with the award click the appropriate EE button Search and select the appropriate record to affiliate The title of the research project or agreement will display in the Name box Once selected click the button The record will now display under the corresponding type of record Note C amp G staff is not able to associate disclosures or inventions with research projects The Tech Transfer team is the responsible party for properly associating disclosures and inventions to research projects 1 5 Contractual Tab The purpose of th
88. ensey Marissa Clarkson EECS ECE Division Head Any member may respond Dr Zhihua Qu Dr Samuel Richie Accepted 03 19 2015 09 08 PM Qu Dr Zhihua CECS Dean s Office Any member may respond Ms Pamela Edwards Ms Lisa Filzer Ariasari Lair Edit 03 20 2015 09 42 AM Lair Arnasari Accepted 03 20 2015 09 43 AM Lair Arnasari lKumar Dr Ranganathan4 Team ENG Any member may respond Mr Matt Cronan Jessica Maass Additional Comments Edit Lair Ariasari 03 20 2015 09 42 AM File Uploaded 03 20 2015 09 42 AM 22 Avalanche Effect in Cyber Physical Systems Security Under Large Scale Cyberattacks on Smart Devices Select a name from the list of reviewers below to move this resource into the selected person s Under Review Requires Attention section Press the Apply button when done The selected reviewer will then be notified via email to review this resource Change the Reviewer from Kumar Dr Ranganathan R To 5th Reviewer Review Kumar Dr Ranga Ginn V gt R Please provide comments 2500 character length limit Need a character count 3 Approving a PTF Once the PTF has fully routed through the approval chain to the ORC approvers select Under Review and Requires Attention from the Admin column on the left side Quicklinks v Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes
89. ent TB all contribute to the crisis This project seeks to address the urgent need for new TB drugs with novel modes of action able to kill drug resistant and latent Mtb By characterizing an Mtb virulence factor suspected of aiding bacterial survival in macrophages and dormancy we will exploit these findings to develop an assay to discover drugs that inhibit this important virulence mechanism 4 3800 character length limit Need a character count PROPOSAL SPONSORING ORGANIZATION AWARD SPONSORING ORGANIZATION R Who is this proposal being sent to A R Who sponsored the award Spy Agency Pa Existing Agreement New Agreement Agency this proposal is to be sent to American Lung Association When entering fundable agreements this is typically performed when entering the new award in the research record The following outlines how to enter a new fundable agreement through the award setup process After locating the research record for the new award and have changed the status of the record to Funded a new agreement will be able to be linked under the Award Sponsoring Organization on the Details Tab Select New Agreement if a new agreement needs to be entered The same screen as presented earlier will display with just a few changes e The Agreement Name will auto populate with the title of the fundable agreement being entered e A Billing Tab will be available 84 11 Completing the Agreement Tabs fo
90. entifiable Information and use or collection of biological specimens If marked YES the Institutional Review Board IRB will need to approve the use of these subjects Note IRB may include surveys and any participant identifiable information Faculty are not the appropriate party to determine if IRB review is needed or not e Will vertebrate animals be used during this project experimental or observational O Projects including animal research are required to have an approval protocol with UCF s Institutional Animal care amp Use Committee IACUC prior to initiating in animal research Animal research includes studies on living vertebrae animals both non invasive observations and experimental non living vertebrae animal material and projects that use commercial or other USDA registered animal facilities to produce animal products such as commercial antibody companies If marked YES IACUC will need to approve the use of these subjects Note UCF has limitations on what animal research can be conducted within our facilities please consult with your supervisor if the research is beyond what has been listed here Faculty are not the appropriate party to determine if IACUC review is needed or not e Will hazardous materials be used O Hazardous materials include but are not limited to biohazards agents toxins chemicals solvents gases including 190 200 proof alcohol DEA regulated chemicals explosives radioactive materials
91. ents Relatedinfo Contractual Tasks Cents Review Faculty amp Staff N T Research Asset Research ID 1056891 Status Pending v Database Colleges Institutes amp Centers R Application Request Preliminary Proposal Admin E Full Proposal to Preliminary New Formal Proposal Search p Agency Deadline Type Postmarked Fastlane Actual Receipt No Specific Deadline R Agency Deadline 02 12 2014 kii Edit Profile Resubmission Formal Proposal Filing Type Hard copy mailing Electronic submission Submission Forme Continuation to Account Number Date Received 04 23 2014 gt Date Mailed 02 12 2014 Under Review R Project Type Organized Research Basic Research e R Proposal Admin Processor Dantuma Ms Elise Tasks p R Proj Start Date 09 01 2014 J R Proj End Date 08 31 2015 i Proposals Awards R Title A Daharahks RF Coaching family caregivers to improve healthcare utilization ability and control of asthma Agreements Research Attributes Account Balances CAREER D 1 4 D In House D IUCRC Research Foundation O REU O URI UniWide Accounts Compliance p Key Words asthma home management hospital Reports p Configuration p R Description This research aims to improve management of childhood asthma by focusing on improving the skills of the family caregiver This proposal is an individualized family coaching intervention conducted in the home by a specialized asthma n
92. ernal Cost Share Voluntarily Committed O Cost Share that is not required by the agency or included in the proposal This is not reported to the agency e Subcontractor Cost Share O Cost Share required by the agency but provided by a subcontractor This must be tracked by the university and reported to the agency Subcontract reports cost share value on the subcontractor s invoices e Third Party In Kind Cost Share O Cost Share from a source outside of UCF that is not cash based such as donated time or a piece of equipment While the third party is not supplying the university with actual cash dollars the donation does need to have a quantitative dollar amount assigned to the donation e External Funding Reporting Only O External funding tracked for university wide reporting purposes only Verify this option with your supervisor e C amp G External Major Construction Only O Funding from an agency outside of the University for a Major Construction Project e Program Income Additive O Program Income Additive is selected in the instances when a project generates program income that the Prime Sponsor is returning to be added to the project award total e Program Income Cost Share O Program Income Cost Share is selected in the instances when a project generates program income that the Prime Sponsor is treating as cost share from UCF for the benefit of the project Indirect Rate and Limitation If the indirect rate is limited i e our f
93. errors issues and outline related troubleshooting techniques Procedures Step 1 Capture a screenshot of the error message issue you are experiencing in ARGIS Step 2 Complete the following sections in an e mail to the Research Information Systems RIS Service Desk risservicedesk ucf edu e Action Initiated Ex Saving an existing record approving a PTF entering a new agreement etc e Resulting Error lssue Note please be as descriptive as possible e Screenshot Include a screenshot of where the issue occurred or the error message We re sorry An error has occurred An email has automatically been sent to the administrator e Browser Used Ex Internet Explorer Firefox Chrome etc e Other Pertinent Information Ex Time of day when you received the error message number of times you tried to complete your initial action tab screen where the ARGIS error occurred Step 3 E mail your completed ticket request to RIS with the subject line ARGIS_ Issue Error Description Ex ARGIS_ White Screen Error RIS will reply back with an automated response confirming the receipt of your ticket request 107 Note Any related follow up should not result in another ticket request Please reply back to the automated e mail or visit the Office of Research Helpdesk Ticket System a unique URL will be provided in the e mail Failure to Comply Failure to comply with the aforementioned procedures will lead to under reported
94. ery of Marine Natural Products Targeting Latent M Tuberculosis PI Rohde Dr Kya Status Funded Project Dept Number 22206051 22209917 f Budget Budget This section is used to set up the Dudget s for this submission If working on s NEW award you must first set up the account Select the e icon in the Awarded Budget section to the night of the Project Dept Type to Be awarded Complete the applicable fields in the account setup form then select the funding source or use the sign to add a funding source and enter the awarded budget Proceed to the Funded Budget section for the same project department type selecting the funding source to enter the amount of funding received to date and complete the budget fields I working on an EXISTING contract siready funded and either incremental funding or a budget transfer needs to be entered select the funding source under the appropriate account number in the Funded Budget section use the icon in the upper night of the form to add a new modification then enter the amount received for the given transaction NOTE Amounts shown in the left pane below reflect locked mods only Add Project Dept Type Funded 22206051 C amp G External National Institutes of Health NIH 5409 169 00 Cost Share 22206051 e 22209917 C amp G Internal Cost Share Voluntarily Committed Burnett School of Biomedical Sciences 75 604 00 Cost Share Total 272 604 00 Awarde
95. esearch amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding amp Assistance Research Foundation Research at UCF El Aea Search O Text Account ResearchID Faculty pt Go myRESEARCH Sign Off A Research Nevs New Avards Colleges Institutes amp Centers ae CDE SR Agencies fe2469 Title Discovery of Marine Natural Products Targeting Latent M Tuberculosis Pl Rohde Dr Kyle Status Funded Project Dept Number 2220608 Faculty amp Staff Research Asset a v E Research ID 1054469 Status Funded Search p Beaia i R ee Agency Deadline Type Postmarked Fastlane Actual Receipt No Preliminary Proposal aS dmin El _ Specific Deadline Full Proposal to Preliminary 7 H Edit Profile New Formal Proposal R Agency Deadline 07 13 2012 E Resubmission Formal Proposal Filing Type Hard copy mailing Electronic submission Submission Forms Continuation to Account Number Date Received 02 27 2013 gt Date Mailed 02 27 2013 Under Review p R Project Type Organized Research Applied Research y Z R Proposal Admin Processor Dantuma Ms Elise Tasks p Proposals R Proj Start Date 03 01 2013 i R Proj End Date 02 28 2015 Awards R Title Discovery of Marine Natural Products Targeting Latent M Tuberculosis Agreements Each subsequent tab wil
96. fice of Research amp Commercialization Office of Research amp Commercialization 100 Regardless if you search name or unit once the investigator is located and selected you will be to assign credit to applicable units the investigator is associated with a check box will automatically appear if the system recognizes that the investigator is associated with multiple units If you check the box Is PI 15 representing additional units on this proposal not shown then all of the investigators affiliated units will appear allowing you add or delete credit as appropriate The appropriate credit percentage will need to be entered before adding the unit Investigators and Percentage Use the Q icon to select the college department and name of the investigator s associated with this proposal To enter one or more Co Principal Investigators select an investigator from the lookup window enter the credit and then press NOTE The total MUST equal 100 for each account identified on the budget tab before submitting Credit C amp G External R Institutional PI College Department Seal Dr Sudipta Q Advanced Materials Processing amp Analysis Center AMPAC Advanced Materials Processing amp Analysis Center AMPAC Is PI represengjng additional units on this proposal not shown College of Engineering and Computer Se Science CECS Materials Science amp Engineering f NanoScience Tech
97. gineering Ltd Aculight Corporation Adaptec Inc Adatila LLC Addgene Broad Institute Inc ca or use the rolodex provig Belovs koy z 09 A Positive Body Image LIC A D A M Software Inc A T Still University AAA Foundation for Traffic Safety AAJ Computer Services Inc AB Technologies Inc Abbott Electronics Laboratories Inc ABC CLIO Ablation Industries Inc Abu Dhabi University Academic Medical Center at the University of Amsterdam ACBL Educational Foundation Accounting and Finance Association of Australia and New Zealand AFAANZ Accuwave Corporation Acralock Engineered Bonded Solutions LLC Acudyn Inc Adam Rodriquez Adaptive Assessment Services Incorporated ADC Telecommunications Inc Addgene California Institute of Technology A T Solutions Inc A3 Technologies LLC AAA Solar Source Aaron Jeromin Abamis IT Solutions Abbott Laboratories Abela Pharmaceuticals Inc AbM Engineering LLC AC Materials Inc Academy for Homeland Security ACAE International Accent Optical Technologies Inc Accu Counter Inc AceApplications LLC ACS Defense Inc Acuitus Inc Adams Carbide Inc Adastra Labs LLC Addgene Addgene Central Adelaide Local Health Network inc Note Using a part of the agency name or the acronym will work in the search box If the agency is not in Not in the system click the P the tse icon to enter the Agency information The actual n
98. gn conduct or reporting of the research for this project so they may be contacted to complete a disclosure Do you have a significant conflict of interest related to the proposed research under this application No Have you completed the CITI Conflict of Interest training module NOTE Federal regulations require Conflict of Interest training No I have not completed the required CITI Conflict of Interest training module prior to project set up Please visit https www citiprogram org for more information If everything is in order in the PTF select Accept to move the approval chain forward If anything is not correct please work with your supervisor prior to demoting the PTF Once the PTF has been approved the status of the record will be moved to waiting to be mailed Please see section Changing Statuses of Records for instructions of how to establish a Pending status Note Certain Colleges require a fully routed and approved PTF prior to the proposal submission This includes PTFs that only have a Co PI from those Colleges Currently the Colleges which require a fully routed PTF include e College of Engineering amp Computer Science e College of Nursing 4 Proposal Transmittal Form PTF Workflow Configuration The workflow configuration outlines the approval chain for a specific Department College or Institute Research News New Awards Colleges Institutes amp Research approval chains at UCF can be broken down by Co
99. harge Centers are entities within the university that provide fee based services to the UCF research community To determine if a unit qualifies as a Research Center please consult your assigned Proposal Manager A few examples include the COP CREOL Machine Shop CECS MAE Machine Lab COS Physics Machine Shop and Program Evaluation and Educational Research Group PEER e Will this project require access to UCF s High Performance Computing Center STOKES o STOKES ARCC is housed within the Institute for Simulation and Training STOKES is used by faculty individually or in collaboration with other institutions for highly calculation intensive tasks storage and visualization resources to support research and education Research areas may include molecular modeling storm surge analysis quantum optics non linear optics turbine design computer vision and nanotechnology e Will this project require new research computing equipment data archiving or data management by UCF o By marking yes researchers are indicating they require additional computing equipment or need UCF resources Department College Information Technology for managing or archiving their research data Regulatory Compliance e Will human subjects to include data about living people biological specimens etc be used O Human Subjects research includes data from a living individual through intervention or interaction information that is Private Information and id
100. he PTF for that contractual agreement No action is required on this field Total Awarded The Total Awarded field should reflect the total dollar value of the subcontract consultant agreement Funded Amount The Funded Amount field should reflect the current period of funding available to the subcontractor consultant If a subcontract consultant is incrementally funded only the value of the subcontractor consultant s soending authority should be reflected in this field Encumber Req Number The Encumbrance Requisition Number is the PO number that has been established for the subcontractor in PeopleSoft If the PO number is unknown enter TBD If the PO number is known enter the PO number in the system excluding the initial zeroes Note If the PO number is unknown it is important to enter the PO number for the subcontractor into ARGIS when the PO is established Make a note to update the record when the PO is established 63 Once the required information is entered for the contractual agreement click Save Contractual Agreement button to save the information in the tab The contractual agreement should now display in the Contractual Tab for the award 6 Saving the Record and Hand Off E This completes the award entry process in ARGIS Click to save the record or click to save and close out of the record Hand the file to your supervisor for review and locking 7 Establishing a Pre Award Account When ORC C a
101. he appropriate order placement e Double click Undefined Element and a new window will pop up 26 R Element Type R Request Type Select an element type Select a request type R Personnel Select Unit Select Unit e Element Type Identify if either a person or aa group will be reviewing Personnel Identify the unit person s are affiliated with in ARGIS If the Element Type is a Group select each person to affiliate with the group and add them as a Member by clicking the down arrow icon The person should display in the box below o If any person needs to be removed from a group select their name in the box and click the up arrow to remove them The Group will need an affiliated Title e g ORC Team COPHA If all Group members are required to respond to the review select the check box All Members Must Respond ament Properties R Element Type R Request Type Group CS OUE oS O i est type R Personnel Select Unit Office of Research amp Commercialization T Select Sub Unit Office of Research amp Commercialization T People Group Section R Members amp A R Title O All Members Must Respond Save Cancel o Request Type Notify denotes a person or group that will receive a notification when the associated PI Co PI is ass
102. he other type of cost share that can be related to this project is Third Party Sponsored Cost Share This is where all funding or a portion of funding from another sponsored project is being used as cost share NOTE A federal project cannot be used as cost share for another federal project unless specifically approved by the sponsor Use the look up function to locate and associate other research accounts that will be used as Third Party Sponsored Cost Share for this project For each project specify the portion to be used as cost share CFDA R External Program Code Q mW A 45 Budget Funding Page For each account budget information is required to be entered After clicking Update Account under the account information section the system automatically switches to the Awarded Budget Funding Page mae gt https argis research ucf edu index cfm fuseaction administrator O BO X a p gt UCF s My Research x Tasks gt NOTE Amounts shown in the left pane below reflect locked mods only Proposals Add a Project Dept Type Aadi Add a Project Dept Type OE Awarded Budget C amp G External All Deliverables Funded R Effective Date 04 08 2014 i Unlocked Agreements e Funding Agency Florida Department of Transportation FDOT Account Balances C amp G External 1 Florida Department of Transportation FDOT 0 00 Category Year 1 Year 2 Year 30
103. he purchase property is not allowed on the project e Property vests with UCF CF decal is required o When the purchase of property is allowable on the project and the property vests with the university at the end of the project The CF decal indicates the property belongs to UCF e Property vests with government US decal is required o When the purchase of property is allowable on the project and the property vests with the government at the end of the project The US decal indicates the property belongs to the federal government 37 e Property vests with agency CG decal is required o When the purchase of property is allowable on the project and the property vests with the agency at the end of the project The CG decal indicates the property belongs to the agency that sponsored the project e Property lt 5 000 proposed or approved CF decal is required o When the agency classifies equipment with a useful life of greater than 1 year an acquisition cost of lt 5 000 it has been approved either at the time of proposals or has been approved by the agency after the fact and vesting is with UCF The CF decal indicates the property belongs with UCF e Property lt 5 000 not proposed or approved US decal is required o When the agency classifies equipment with a useful life of greater than 1 year an acquisition cost of lt 5 000 it has not been approved either at the time of proposals or has been approved by the agency after the fact and ve
104. indow enter the credit and then press NOTE The total MUST equal 100 for each account identified on the budget tab before submitting Credit R Principal Investigator College Department 22206051 22209917 Rohde Dr Kyle Q Burnett School of Biomedical 90 00 90 00 ciences Molecular Biology amp Microbiology Co Principal Investigator s College Department QC o Kolattukudy Dr Pappachan Burnett School of Biomedical 10 00 10 00 fet Sciences School of Biomedical Science Director Office Total Credit 100 100 Project Assistant College Department ee es Project Personnel College Department PQ 53 The PI and co PI information should auto generate from the PTF information entered at the proposal stage If any information needs to be updated update accordingly Note The credit split between the PI and co PIs needs to total 100 To add aco Pl project assistant or project personnel to the award search for the investigator using the A icon and select the appropriate college and department until the investigator is found Once selected click the icon to associate the investigator to the record If information on a co PI needs to be edited or removed click the icons respectively Note No credit split can be associated with a person affiliated as a project assistant or project personnel Awarded Effort The Awarded Effort section defines the effort information for each investigator on the
105. iomedical Sciences 79 504 00 Cost Share Total 72 604 00 Proposed 22206051 C amp G External National Institutes of Health NIH 1 654 350 00 Cost Share 22206051 e 22209917 C amp G Internal Cost Share Voluntarily Committed Under the account information depending on what financial modification being performed on the project update information accordingly For additional funding under the Comments section the following details should be noted Fin Mod This mod represents additional funding in the amount of S add dollar value Initials and Date Once completed click Update Account then click on the account under the Funded Funded 421 029 00 a 16229915 C amp G Internal Cost Share Voluntarily Committed Office of Research amp Commercialization 100 00 Foregone 0 00 Reportable Click on the next to the Mod to create a new fin mod 67 Funded Budget 16226073 C amp G External Effective Date 02 12 2015 Date Entered 02 12 2015 12 00 AM Funding Agency US Department of Energy e Under the Budget entry page Funded Budget 16608010 C amp G External R Effective Date i Funding Agency National Central University el Category Salary OPS Domestic Travel Foreign Travel Expense oco Consultants Subcontract Stipends Tuition TBD Effective Base x Indirect Rate Indirect e Enter the date of the transfer 4MOD amp of Locked Contract M
106. ior approval Fin Mod 0 Date represents funding in the amount of SXXX Then any comments for which the funding may be for a specific purpose ex travel only student stipends etc ADD INITIALS e Tuition Allowable Select whether tuition is allowable on the project account per the agreement terms 39 Will multiple agencies departments or colleges be funding this Project Dept Number Typically No will be selected on external funding accounts Setting up a Cost Share account For an internal cost share account enter the information as follows Project Dept Type Select if the Cost Share is required or voluntary committed Account Source UCF F amp A Classification Project Suggested Proj Dept Number Enter in the 4 digit department code and the 1 digit funding source of 9 for university source Project Dept Number Leave blank Funding Start and end date The start end dates should be the same as the main account Indirect Type Select TDC for the indirect type What is the indirect rate to be used for budgeting billing Enter 0 Is any indirect being limited Select Yes Rate Voluntarily Limited or Not Applied at all ie Indirect Cost Share What indirect percentage will not be received due to rate limits List the difference between the Cost Share rate 0 and the rate on the main award For example if the sponsor limits indirect to 10 OH on the main award then 10 should be listed here as well If ap
107. ization in the form of an export license may be required Export control regulations include the U S Department of Commerce Export Administration Regulations or EAR the US Department of State International Traffic in Arms Regulation or ITAR and the US Department of the Treasury Office of Foreign Assets Control or OFAC If the project is subject to the EAR and or ITAR then the question should be marked as YES e Will any materials and or proprietary information be exchanged O Material can encompass many forms including but not limited to biologicals chemicals compounds organisms software code works and organic matter If you plan to exchange Material with an outside entity please contact your appropriate ORC contact to discuss the appropriate agreement to have in place for the exchange If marked YES a Non Disclosure Agreement must be negotiated between UCF and the Agency e Will there be individuals on campus who are not UCF employees O For liability purposes visitors and guests must complete an Environmental Health amp Safety EHS form prior to visiting any UCF owned or operated facility Visitors and guests can include visiting scientists research collaborations students and project participants If marked YES additional information may be needed from PI for next steps This is helpful in determining whether a Visiting Scientist Agreement is required or if there may be additional liability on UCF s
108. l organization under which that organization pays the Department to provide a service or material not otherwise available in the private sector IAA InterAgency Agreement an agreement between two government agencies that defines cooperative work between them Indemnity Agreement express contractual promise by one party the indemnitor to pay for the liability of another party the indemnitee Individual Teaming Agreement Instructional Use Limited License Agreement a legal agreement outlining the terms for use of products for instructional use Intellectual Property Agreement an agreement between two parties outlining the intellectual property rights of the two parties Interconnection Agreement an agreement between an organization and telecommunication organizations for the purpose of interconnecting their networks and exchanging telecommunications traffic Interinstitutional Agreement this agreement defines each institutions role and contributions to the project and delineates the scope of the project and the rights and obligations of the institutions Intergovernmental Personnel Act Agreement IPA this agreement allows an individual to remain on UCF payroll and benefits while providing service to the government agency Joint Venture an agreement in which the parties agree to pool their resources for the purpose of accomplishing a specific task Letter Agreement a letter stating the terms of
109. l Deliverables Agreements Burnett School of Biomedical Sciences Account Balances e Biomolecular Science Center SEEE TOT Medical Laboratory Sciences UniWide Accounts 5 p R Molecular Biology amp Microbiology Compliance gt s PreHealth Reports e School of Biomedical Science Director Office Administration BA Confiaurationgg rarch Workfiow Manageme hoo of Doc Repository Workflow Report s Office Management Executive Development Center Finance Institute for Economic Competitiveness Management Management Information Systems Marketing Office of Student Support Small Business Development Center SBDC From Research Workflow Management select the Department College or Institute chain that needs to be edited Workflow Business Administration BA View Workflow ORC Workflow Instructions Legend 1 To use a different ORC workflow select it from the p Notify Review above drop down box and note the change on the Person Person timeline Use the Save button to finalize 2 Select Edit Workflow to change the layout and or Notify Review members of the currently displayed workflow Group Group This is the currently active workflow for this college department E oe F Notify Review COM CON COB ORC Elise RCHM Team Dantuma Edit Workflow Cancel To edit the workflow e Select Edit Workflow e Add an Undefined Element to the approval chain in t
110. l require data entry and updating when an award is changed from Pending to Award The following sections outline how to update and entry the information in ARGIS for a new award 5 1 Details Tab Note The majority of information under the Details tab is prepopulated with information entered during the PTF process However each section should be re considered during the awarding process to ensure that it is complete and accurate Please see Entering and Approving PTF guideline for clarification on any sections not outlined below Details I Research ID 1056342 Title inher abbon ot a ceapomaiie coll wales a ka ypa Hasan tor aed wale T PE faa DE Jiyu Status Funded Project Dept Number 68018176 At Research ID 1056342 Status Funded v R Application Request Preliminary Proposal ay a Typ 4 D Postmarked Fastlane Actual New Formal Proposal Receipt No Specific Deadline O Supplemental Continuation to Account Number e R Agency Deadline 10 05 2013 12 00 AM Ki Filing Type Hard copy mailing Electronic submission R Project Type Organized Research Basic Research qe Proposal Received Date 09 30 2013 Proposal Document s Received Date e 1 Date Mailed 10 01 2013 R Proposal Admin Processor Maass Jessica v R Proj Start Date 10 20 2014 4 R Proj End Date 01 31 2016 4 R Title Integration of stimuli responsive soft ma
111. llege and or Department If you know the college or department you would like to view use the drop down menus to choose eee quickly Otherwise you may select a college or department from the list below Agencies Academic Faculty and International Affairs Faculty amp Staff Faculty Center for Teaching and Learning EAE Administration amp Finance Database Administration amp Finance Office VP are Business Services Environmental Health amp Safety Admin E Facilities amp Safety Human Resources Edit Profile Physical Plant Submission Forms Police A Provost s Office Under Review A Purchasing Tasks gt e Sustainability and Energy Management Proposals Advanced Materials Processing amp Analysis Center AMPAC Advanced Materials Processing amp Analysis Center AMPAC ried Burnett Honors College All Deliverables gt Burnett Honors College Agreements Burnett School of Biomedical Sciences Biomolecular Science Center Medical Laboratory Sciences Molecular Biology amp Microbiology Compliance gt PreHealth Account Balances UniWide Accounts Reports gt e School of Biomedical Science Director Office e Business Administration BA Configuration gt Accounting School of Rosso eS 2 Rusiness Nean s Office 25 Proposals SERV OCS PRUETT Ce qo AnaTy STs _Cencer AMPAT Advanced Materials Processing amp Analysis Center AMPAC Burnett Honors College Burnett Honors College Awards Al
112. lling under the award BILLING AGENCY LOCATION R Payment Method Check Electronic Funds Transfer EFT R To whom and where should the invoice be directed Use the Agency Lookup to specify the Agency Address and Point of Contact National Institute of Allergy and Infectious Accounts Payable CNG50199 Diseases NIAID Phone 202 435 0715 Office of Communications and Public Liaison Fax 6610 Rockledge Drive MSC 6612 Email Bethesda MD 20892 OTHER BILLING CORRESPONDENTS Use the SP Agency Lookup to list any additional billing points of contacts associated with this award and bill plan Payment Method There are two types of payment method the university receives check and Electronic Fund Transfer EFT EFT is an electronic exchange of money between accounts whether within the same institution or between two separate institutions Whom Invoice Directed When F amp A generates an invoice they need to be aware of whom to send the invoice to To indicate who the invoice needs to be directed to Click the Agency Lookup link and follow the instructions as prescribed in the Agency Look Up Section Search for the Agency either through the rolodex feature or searching for it in the search bar Note Using a part of the agency name or the acronym will work If the agency is not in the system click QA Hotin the PA he tatz icon to enter the Agency information Once the Agency is found select it and find the correct add
113. lonizing and non ionizing radiation producing machines shipments of hazardous materials or field research using hazardous materials If marked YES additional information may be required from the PI In addition an approved Hazardous Agent or Process Identification Protocol may be required prior to award Classified amp Export Control Restrictions e Is the project classified O Classified research has a security classification from the federal government e g top secret secret or confidential Classified research restricts some or all of the project outcomes procedures and personnel working under rules established by the agency for which the research is being conducted The university has the ability to receive Secret classified work This level is determined by the Government agency e Is the project sensitive but unclassified O When the study conducted poses an intrusive threat e g research in areas that are considering private stressful sacred or exposes incriminating information to national security or other interests of the federal government relating to the national defense or the foreign relations of the U S government This level is determined by the Government agency e Is the project under export control restrictions O Collaborations Governs the shipment transmission or transfer of certain sensitive items information or software to foreign persons or entities If applicable U S government author
114. mation entered but does not make it available to approver chain mE S Submit begins the review process to the assigned PI Co Pls Chairs Deans and ORC representatives Once a PTF is saved as a draft drafts can be found under the Submission Forms Tab and by selecting Draft Submissions under Research Proposal Quicklinks v Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding amp Assistance Research Foundation Research at UCF El Wy Search O Text Account ResearchID Faculty a Go myRESEARCH Sign Off A Research Neves Submission Forms El ee eee Colleges Institutes amp Centers Research Proposal Draft Submissions ardous Agent ong Agencies Faculty amp Staff Agreement Draft Submissions Potential Conflicts form AA 21 Draft Submissions Research Asset Database Under Review p Tasks p Proposals Av rds All Deliverables Agreements Account Balances UniWide Accounts Compliance p Reports p Configuration p Doc Repository p Help p Once a PTF is submitted it will display under the user s inbound queue Select Under Review and In bound from the Admin column on the left side If one of the people identified on the workflow is not available and the approval chain needs to be moved to the next approver select change review icon P A Pop u
115. may be established 3 5 Suggested Sites Web Slice Gallery Research at UCF B Research News r New Awards Colleges Institutes amp Centers Agencies Faculty amp Staff Research Asset Ply Search Text Account Research ID Faculty Po Go H myRESEARCH Sign Off A View Award Ex Se ere ee ere ere ee eS TAN A T T soueeue z Soe eee eee eee ee ee eee LALA LARREA Seeeweeeoesoees x w 14 min 43 sec Pe Ee AOO we Research ID 1057086 Title PHASE Il Enhancing and Generalizing the Two Level Screening Approach Incorporating the Highway Safety Manual HSM Methods PE AbdelLAty Dr Mohamed Status Funded Project Dept Number Details Budget Billing mvestigators ORC Contacts Deiversbies Database E Deliverable Type Admin 5 Quarterly Process Report Contract X W Recurring Edit Profile Recurrence Pattern Recurrence Range Submission Forms gt Weekly Every Months onthe 1st Project Start 04 07 2014 Under Review gt Monthly 04 08 2014 Gi The First Sunday of Every Month s Start Date acces Yearly End Date 04 30 2016 Pro aaa End after occurrences Awards Project End 04 30 2016 All Deliverables Agreements Account Balances gt UniWide Accounts Compliance gt Reports gt Configuration gt Doc Repository gt Help gt R 100 v Type in the Deliverable and Type and select the Recurring button which will allow the scheduling of
116. ment requires a unique name that properly identifies the Agreement The Agreement Name should be entered as follows e For most Agency PI AgreementType_YYYY MM DD e Teaming Agreements Company_Prime Pl TeamingAgmt_YYYY MM DD e Master Agreements Company _MasterAgmt_YYYY MM DD 85 PI Name Search using the Q icon for the appropriate PI affiliated to the Agreement Please note Agreements of a general nature i e Master Agreements and IDIQs must still affiliate to one specific Pl even though they are used University wide Manager Select the affiliated C amp G Manager this Manager is typically the reviewer that negotiated and executed the Agreement Description Enter a brief description and any special notes not covered by the special consideration questions related to this Agreement Associated Agency Search using the FAs icon to affiliate the appropriate agency to the Agreement using the same instructions as prescribed in the Agency Look Up instruction Please Note Once an agency is affiliated to an Agreement record and the request has been sent to F amp A the agency cannot be modified Ensure the affiliated agency is accurate when initially entered Special Considerations The special consideration questions assist in identifying key information related to the Agreement Mark where appropriate per the terms in the Agreement Please Note For Fundable Agreements special considerations questions do not appear Status
117. mp G Staff establish an account prior to the execution of an award they will need to complete a two step process Establishing the Initial Pre Award Account Account entry procedures for all tabs should follow the same procedures as a standard account setup with the following exceptions BUDGET TAB e Indirect Type Underwrite until the contract is executed o Important Note the Indirect Type Underwrite must be used solely for Pre Award Accounts and for no other purpose e Comments Comments should follow this template o Fin Mod 0 Date establishes a Pre Award account in the amount of SXXX established at risk of the College Department Please add any additional details where appropriate ADD INITIALS e Financial Mod Type New e Budget should include both direct and indirect costs even though indirect costs will not calculate in the PeopleSoft account as long as the project has Underwrite selected as Indirect Type e Indirect Rate Enter the Indirect Rate to be used for budgeting billing per normal procedures This field cannot change after the account has been established and must be entered as normal BILLING TAB The Bill Plan can be entered during the Pre Award Account process in order to save the record However do not lock the bill plan until the award is fully negotiated and executed 64 Modifying the Pre Award Account Account entry procedures for modifying an account number should follow the same procedures i e Fin
118. multiple agencies departments or colleges be funding this Project Dept Number Typically this will be No 41 Setting up a Companion PS Account for RF Projects Note Only tuition and salary costs associated with an UCFRF award should be entered here All other costs should be entered under the RF account For a companion PS account for an UCFRF project enter the information as follows Project Dept Type C amp G External Account Source UCF F amp A Classification Project Suggested Proj Dept Number Enter in the 4 digit department code and the 1 digit funding source Project Dept Number Leave Blank Budget Level Choose budget level 3 Funding Start and end date Enter per agreement terms Indirect Type Choose TDC as the Indirect Type What is the indirect rate to be used for budgeting billing Enter 0 Is any indirect being limited Select No Limit Current Rate Used What indirect percentage will not be received due to rate limits Add the difference between the federally negotiated rate and the limited rate If applicable will the sponsor allow for the unrecovered foregone portion of indirect to be reported as cost share If using unrecovered indirect costs as part of a cost share commitment then select yes otherwise select no Use the look up Function to locate and associate other research accounts that will be used as Third Party Sponsored Cost Share for this project Use only if using another sponsored ac
119. n the following tabs 1 Details tab found under Project End Date field He AIRE B E Research ID 1053845 Title Assessing the Effectiveness and Reliability of the Roadside Animal Detection System on US Highway 41 near the Turner River in ColliefQounty PI Smith Dr Daniel Status Funded Project Dept Number 24037030 64017015 24037033 Details E Ige z ing i nt deliverables I JOC ent Related TO _ontractu i a8 I Ertak Revie Research ID 1053845 Status Funded v R Application Request 5 aie ne Preliminary Proposal Agency Deadline Type Postmarked Fastlane C Actual New Formal Proposal Receipt No Specific Deadline E Supplemental Continuation to Account Number cil ah Spl einem ai Proposal Received Date 03 06 2012 R Project Type Organized Research Applied Research v8 Proposal Document s Received Date Bo d Ki Date Mailed 08 06 2012 R Proposal Admin Processor Parker Jennifer R Proj Start Date i R Proj End Date i R Title Assessing the Effectiveness and Reliability of the Roadside Animal Detection System on US Highway 41 near the Tumer 2 Budget tab The end date on the Budget tab can be updated by clicking the blue e updating the Funding End Date and selecting Update Account Update Account R Project Dept Type C amp G External v e R A Account Source UCF F amp A UCF Research Foundation UCF F
120. n to add a funding source and enter the awarded Dudget Proceed to the Funded Budget section for the same project department type selecting the funding source to enter the amount of funding received to date and complete the budget fields If working on an EXISTING contract siresdy funded and either incremental funding or a Budget transfer needs to be entered select the funding source under the appropriate account number in the Funded Budget section use the icon in the upper night of the form to add a new modification then enter the amount received for the given transaction NOTE Amounts shown in the left pane Delow reflect locked mods only Add Project Dept Type Funded 22206051 C amp G External National Institutes of Health NIH 409 169 00 Cost Share 22206051 e 22209917 C amp G Internal Cost Share Voluntarily Committed e Burnett School of Biomedical Sciences 75 604 00 Cost Share Total 272 604 00 Awarded 22206051 C amp G Exter gt e National Institutes of Hee NIH 405 169 00 Cost Share 22206051 22209917 C amp G Internal Cost Share Voluntarily Committed O O Burnett School of Biomedical Sciences 75 504 00 Cost Share Total 372 604 00 Proposed 22206051 C amp G External National Institutes of Health NIH 1 654 350 00 Cost Share 22206051 e 22209917 C amp G Internal Cost Share Voluntarily Committed 76 For a De obligation under the Comments section the foll
121. nal 14246007 C amp G External 14246008 C amp G External RESPONSE S RECEIVED Denied NOTE Denied requests must be reviewed corrected in My Research and then invoked for Resend on the Data Transfer to F amp A report Comments from Approver CONTRACT Request Denied The budget request cannot be less than what has been billed for Direct Expenses Please transfer 3 794 56 from General Subcontract bucket into Expenses University of Central Florida 2 Goto Data Transfer Step 1 Go to Reports b Step 2 Go to Research C Step 3 Click Data Transfer to F amp A 104 Office of Research amp Commercialization RESEARCH at UCF ee ep ne ee tes st te aa EEEE Research at e a Ge search Ovext account es Research 1D Faculty ey myRESEARCH Sige Off p7 Reseocch News MY Research Admin Report don t see what you re looking for Try the AURORA Reporting Services CoBeges Insttutes amp Centers Proposals and Awards General poaceae Proposal Report Account Codes Facelty amp Staff Workflow Report f ze ARGIS Mail Log Report Research Asset Sponsors and Funders Database Document Uploads Ml QO rr on LP Report subcontract Actiit Data Management Admin Investigators Edt Profile University Personne Inteliectuel Property Aareements om ee roca i i Volocked Sf Plans we Deliverables Under Reven b ss g Incomplete Budae ransfers Data Transfer to FAA T
122. need to repeat this process under the Awarded section if the action that you are correcting will effect the Awarded section i e New Supplemental Incremental or Continuation NOTE All Data Entry Corrections for the fiscal year need to be in the system on or before June 30 NEXT STEP ALL FIN MODS Once the mod is locked print the 650 and send the file for scan and upload Exclusions Exceptions There are certain types of functions that will not be possible to process The new mod type will only be available on Fin Mods O You cannot transfer between an unreportable cost share and reportable agency or program income account In this case you would de obligate from one and apply the funds as New Supplemental Incremental or Continuation Failure to Comply Failure to process financial modifications could result in requisitions being denied invoices that are unable to be sent overhead and payroll issues It is important that these actions be processed ina timely manner 79 G UNIVERSITY OF CENTRAL FLORIDA S RESEARCH amp COMMERCIALIZATION ARG IS U Ser M anua D Processing a No Cost Extension NCE in ARGIS Effective Date 8 17 15 Last Updated 8 17 15 Reason for Procedure This procedure outlines the process of updating the end date for a project in ARGIS when a no cost extension is Agency approved Procedures 8 Waiting on Agency Approval When a faculty member is requesting a no cost extension NCE
123. ng in the amount of SXXX Then any comments for which the funding may be for a specific purpose ex travel only student stipends etc ADD INITIALS Tuition Allowable Unless specified in the award this is typically yes Will multiple agencies departments or colleges be funding this Project Dept Number Typically this will be No 43 Adding Additional Accounts Under One RID Sometimes multiple accounts will need to be established under one RID If the separate account was not established during the PTF process the additional account can be entered under the Budget Tab To add click on the Add a Project Depart Type link gt https argis research ucf edu index cfm fuseaction administ R gt UCF s My Research x iasant Roatan EC En ae ne a a O EEO SS A 0 Research Asset Database Search gt Budget This section is used to set up the budget s for this submission If working on a NEW award you must first set up the account Select the e icon in the Awarded Budget section to the right of the Project Dept Type to be awarded Complete the applicable fields in the account setup form then select the funding source or use the sign to add a funding source and enter the awarded budget Proceed to the Funded Budget section for the same project department type selecting the funding source to enter the amount of funding received to date and complete the budget fields If working on an EXIST
124. nits on this proposal not shown NanoScience Technology 18 75 ef Center NanoScience Technology Center Co Principal Investigator s College Department Abdel Aty Dr Mohamed Q College of Engineering and Computer Science CECS Center for Advanced ei Transportation Systems Simulation GS representing additional units on this proposal not shown Total Credit 75 16 Proposed Effort The Proposed Effort section defines the effort information for each investigator on the project Note The investigator does not have the capability to complete this section this section must be completed by ORC prior to moving the PTF to the status of Pending To enter effort information for an investigator select the investigator s name from the drop down menu Enter the percentage of effort and the associated start and end date for the period of effort The start and end date entered on the details tab period of performance will auto populate as the start and end date in the proposed effort section If percent of effort varies during the performance period the dates can be adjusted to reflect multiple periods If multiple effort periods are to be reflected be sure effort is assigned for the entire period of performance Effort percentage is determined by the number of months the investigator has committed divided by the number of months within the effort period To add the effort information click the icon Proposed Effort This
125. nology q oe Center NanoScience Technology Cente Office of Research amp Commercialization Office of Research amp Commercialization To add aco Pl project assistant or project personnel to the award search for the investigator using the A icon and locate the investigator either by unit or name Once selected assign the appropriate credit and click the icon to associate the investigator to the record Note if the Co PI is affiliated with multiple units the check box for representing additional units will appear If credit for affiliated units need to be assigned then the appropriate percentages will need to be entered before clicking on the icon If information on a co PI needs to be edited or removed click the icons respectively Note The credit slit between the PI and Co Pls need to total 100 Investigators and Percentage Use the icon to select the college department and name of the investigator s associated with this proposal To enter one or more Co Principal Investigators select an investigator from the lookup window enter the credit and then press NOTE The total MUST equal 100 for each account identified on the budget tab before submitting Credit C amp G External R Institutional PI College Department 1 Seal Dr Sudipta Q Advanced Materials Processing amp 56 25 Analysis Center AMPAC Advanced Materials Processing amp Analysis Center AMPAC C Is PI representing additional u
126. ociated to the specific PTF No action required Review denotes a person or group that is required to review approve when the associated PI Co PI is associated to the specific PTF e Click Save button Helpful Tip After completing your New Updated Workflow please be sure to check once again The Workflow function does not always take the first time through 27 ae Q UNIVERSITY OF CENTRAL FLORIDA E RESEARCH amp COMMERCIALIZATION ARGIS User Manual B Entering a New Award in ARGIS Effective Date 8 17 15 Last Updated 8 17 15 Reason for Procedure When a proposal is formally awarded the project record will require to be updated and additional data enter will be needed The procedure below outlines the formal process of entering a new award in ARGIS One of the first steps in the award entry process is updating the project s status is ARGIS to reflect a status of Funded 5 Changing a Record s status from Pending to Funded To change a status of a project open the record in edit mode From the Status drop down menu select Funded Research ID 1054109 Title Safety Instruction and Competency Assessment for Laparoscopy Pl Cendan Dr Juan Status Pending Project Dept Number gt betas Budget 1 Investigators Documents Relatedinto Contractual Tasks Certs amp Review Research ID 1054109 R Application Request Preliminary Proposal Full Proposal to Prelimin
127. od 2 Mod Type Budget Reallocation 4MOD 1 of O Mod Lock s Unlocked O Locked Contract Mod R Mod Type New Funding Cumulative Total 4 413 00 7 177 00 0 00 3 000 00 3 700 00 0 00 0 00 0 00 0 00 2 856 00 0 00 71 146 00 18 291 00 8 414 00 29 560 00 e Then select the transfer type For additional funding you would select from the following actions Supplemental Incremental Continuation or Transfer in o Supplemental Incremental This should be selected when you are receiving additional funding within the same budget period o Continuation This should be selected when you are receiving additional funding for the next budget period or have received a continuation award o Transfer In This action is connected to the Transfer Out function You cannot select a Transfer In until a Transfer Out action is completed More on this process further in this section Then enter the additional funding in accordance with the internal budget Once completed save the record to save the unlocked modification 68 You will then repeat this process in the Awarded section Budget Reallocation In ARGIS open the record in edit mode and open the Budget Tab Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding amp Assistance Research Foundation Research atuCF E Wry Search
128. oluntarily Committed e UCF Research Foundation o Fiscal administration is managed by the UCFRF Account information is sent to the UCFRF Account numbers should already have been received from the UCFRF but by indicating UCFRF information is visible in ARGIS e UCF F amp A do not send to F amp A o This option is used when the data is not required to be sent to F amp A or UCFRF throughout the life of the award and is only for reporting purposes e g Third Party in kind and Subcontractor cost share 34 Classification The classification code indicates what type of any account Project or Department is being established All of the accounts established by ORC are Project accounts therefore Project should always be selected Department accounts are for department related expenses not associated with a sponsored project Suggested Proj Dept Number This indicates for F amp A which college department the project will be housed and the source of funding for the project Except for l 4 accounts the first 4 digits are the college department number of the PI and the 5 digit is the funding source Please see the Business Manual for a listing of the departments and account codes Project Dept Number This is typically supplied by F amp A or RF after they establish the account number based on the information entered Budget Level This provides the level of detail required to monitor the spending on the award based on the project s aw
129. omedical Sciences 75 604 00 Cost Share Total 272 604 00 Awarded 22206051 C amp G Exter gt National Institutes of Heate NIH 3409 169 00 Cost Share 22206051 22209917 C amp G Internal Cost Share Voluntarily Committed O O Burnett School of Biomedical Sciences 79 604 00 Cost Share Total 372 604 00 Proposed 22206051 C amp G External National Institutes of Health NIH 1 654 350 00 Cost Share 22206051 e 22209917 C amp G Internal Cost Share Voluntarily Committed For a data correction under the Comments section the following details should be noted Fin Mod This mod represents a correction in the amount ofS XXX due to an input error Initial amp Date Once completed click Update Account then click on the account under the Funded Funded 16229915 C amp G Internal Cost Share Voluntarily Committed Office of Research amp Commercialization 100 00 Foregone 0 00 Reportable Click onthe next to the Mod to create a new fin mod Funded Budget 16226073 C amp G External MOD 8 of Effective Date 02 12 2015 Date Entered 02 12 2015 ees 12 00 AM Funding Agency US Department of Energy Le Contract Mod 2 Mod Type Budget Reallocation Under the Budget entry page e Enter in the effective date 78 e For Mod type select Data Entry Correction from the drop down menu e De obligate from the category you are correcting NOTE You may
130. only Add Project Dept Type Funded e 22206051 C amp G External National Institutes of Health NIH 409 169 00 Cost Share 22206051 e 22209917 C amp G Internal Cost Share Voluntarily Committed Burnett School of Biomedical Sciences 75 604 00 Cost Share Total 272 604 00 Awarded 22206051 C amp G External National Institutes of Health NIH 409 169 00 Cost Share 22206051 22209917 C amp G Internal Cost Share Voluntarily Committed O O e Burnett School of Biomedical Sciences 79 504 00 Cost Share Total 72 604 00 Proposed 22206051 C amp G External National Institutes of Health NIH 1 654 350 00 Cost Share 22206051 e 22209917 C amp G Internal Cost Share Voluntarily Committed For a Carry Over under the Comments section the following details should be noted Fin Mod This mod represents a carry over in the amount of XXX from account or RID XXX This Carry Over action is required to enter explaination Initial amp Date Once completed click Update Account then click on the account under the Funded Funded Soie a a aal US Department of Energy T 2 1 029 00 16229915 C amp G Internal Cost Share Voluntarily Committed Office of Research amp Commercialization 100 00 Foregone 0 00 Reportable Click on the next to the Mod to create a new fin mod 75 Funded Budget 16226073 C amp G External MODF 8 of Effec
131. or example ORC will provide 50 cost share and the CECS will provide the other 50 Select yes and choose both ORC and CECS as the sources This allows the addition of multiple budget funding pages 40 Setting up an RF Account Note if there are any tuition or salary costs associated with an UCFRF award this is paid through the UCF HR office and an External account number will also need to be created For a UCFRF account enter the information as follows Project Dept Type C amp G External Account Source UCF Research Foundation Classification Project Suggested Proj Dept Number UCFRF will provide the UCFRF account number via email Enter it here Project Dept Number UCFRF will provide the UCFRF account number via email Also enter it here Budget Level Choose the appropriate budget level Funding Start and end date Enter per agreement terms Indirect Type Choose the appropriate Indirect Type Please note for awards with the current 46 indirect rate select MTDC new w cap threshold at 5k What is the indirect rate to be used for budgeting billing Enter in the appropriate rate Is any indirect being limited Mark if the project is being limited and by whom What indirect percentage will not be received due to rate limits To be completed only if the indirect rate is being limited Add the difference between the federally negotiated rate and the limited rate If applicable will the sponsor allow for the unrecovered foregone po
132. ort i e person months to the project These individuals are typically presented at effort of zero person months or as needed Note The selections Collaborator and Other Significant Contributor are new designations that are part of the System to System programming taking place As of now these selections should not be used Contractual Agreement Agency The Contractual Agreement Agency identifies who the university has a contractual relationship with Using the same instructions as prescribed in the Agency Look Up Section search for the appropriate agency address and contact for the contractual legal entity i i ioni Save Contractual Agreement Once the required information is selected for the contractual agreement click Save Coraractiat Aagreemen button to save the information in the tab The contractual agreement should now display below the heading Associated Contractual Agreements Details of contractual agreements can be edited or removed by clicking on the icon Note Proposed amounts for subcontracts should be entered on the Budget Tab in line associated with the newly identified contractual agreement agency Office of Extramural Research National Institutes of Health http grants nih gov grants glossary htm O Retrieved on 04 22 2014 20 2 Submitting a PTF te d E Once the PTF entry is completed select either w or emm a fal Save as Draft allows for you to save the infor
133. osal award is affiliated with the Center for Research in Computer Vision CECS CRCV ICAMR Denoted only when the proposal award is affiliated with the International Consortium for Advanced Manufacturing Research ICAMR Key Words Enter key words for the proposal Words should be descriptive of the scope of work This section enhances the search component of ARGIS Description Enter a brief technical description of the scope of work Please note this section is available to the general public ensure no proprietary or confidential information is included PROPOSAL SPONSORING ORGANIZATION R Who is this proposal being sent to Ap Agency J rq Colleae Dept Proposal Announcement Number Proposal Instructions and General Comments 2000 character length limit Need a character count Agency Enter the agency to which the proposal was submitted to e Select from the Agency List when dealing with an External Sponsor e Select from the College Dept List when dealing with an Internal Sponsor Proposal Announcement Number Enter the solicitation RFP number here if applicable Do not include dashes Proposal Instructions General Comments Enter any key and or important information to relay to the chain of approvers Special Considerations After evaluation of the proposal scope of work and confirmation with the Pl answer all special considerations If submitting an NSF proposal and postdocs gradu
134. ow display under the corresponding type of record Note C amp G staff is not able to associate disclosures or inventions with research projects The Tech Transfer team is the responsible party for properly associating disclosures and inventions to research projects 61 5 9 Contractual Tab The purpose of the Contractual Tab is to capture any funded third party contractual agreements in connection to the award Details Budget Billing Investigators ORC Contacts Deliverables Documents Related Info Contractual Tasks Certs amp Review Contractual Agreements This section is optional To add a contractual agreement select an agency from the list provided Complete the other fields available and then press Save Continue this process until you have added all appropriate contractual agreements R Contractual Agreement Type Sub Contract v R Contractual Agreement SP Select an Agency Florida Atlantic University FAU Address 5600 US 1 North Ft Pierce FL 34946 Notes R Sub contract Start 03 01 2013 i R Sub contract End 02 28 2015 i R Funding Start 03 01 2013 i R Funding End 02 28 2015 i R Payment Cost Reimbursable Encumb Req Number 269772 Proposed Amount 765 850 00 Total Awarded 86 700 00 Funded Amount 86 700 00 Save Contractual Agreement Contractual Agreement Type The Contractual Agreement Type identifies what type of relationship the third party has with the
135. owing details should be noted Fin Mod This mod represents a deobligatin in the amount ofS XXX per the request of the agency due to insert reason i e change in scope PI transfer etc Initial amp Date Once completed click Update Account then click on the account under the Funded Funded 1672650 tirade adala ats US Department of Energy 519321 029 00 16229915 C amp G Internal Cost Share Voluntarily Committed Office of Research amp Commercialization 100 00 Foregone 0 00 Reportable Click onthe next to the Mod to create a new fin mod Funded Budget 16226073 C amp G External IMOD 6 of 9 Effective Date 02 12 2015 Date Entered 02 12 2015 acne 12 00 AM Funding Agency US Department of Energy e Contract Mod 2 Mod Type Budget Reallocation Under the Budget entry page e Enter in the effective date e For Mod type select Deobligation from Agency from the drop down menu e De obligate from the category you are reducing budget from NOTE You do not need to repeat this process under the Awarded section as this actionwill not effect the awarded amount Data Correction A positive or negative adjustment to an earlier funding action to correct an user data entry error This will always be a negative number In ARGIS open the record in edit mode of the account you are correcting and open the Budget Tab Within the Budget Tab click the icon to update the account information
136. p window will appear to allow you to select the next approver from the drop down option A comment and or justification as to why the review chain is being modified will need to be entered 21 Quicklinks v Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding amp Assistance Research Foundation Research atUCF Search O Text Account ResearchID Faculty fC IE myRESEARCH Sign Off A Research Nevs New Awards Colleges Institutes amp Centers Requires Attention Inbound Outbound All Inbound annii Agencies Faculty amp Staff Research Asset Database Submission Forms Under Review p Tasks p Proposals Avaards Account Balances UniWide Accounts Compliance p Reports p Configuration Doc Repository p Help Research 10 Ordered By Tite eo Avalanche Effect in Cyber Physical Systems Security Under Large Scale Cyberattacks on Smart Devices ID a ee ee G 1058625 deadline 04 01 2015 Actual Sponsor SCEEE My leadline 04 01 ua Receipt Submitted by Jin Dr Yier on 03 19 2015 03 20 PM Proposal Instructions and General Comments Reviewers Jin Dr Yier Accepted 03 19 2015 03 21 PM Notification sent to ORC Pre Award Any member may respond Mr Matt Cronan Jessica Maass Rummy Miranda Jamie Noriega Ms Courtney B
137. plicable will the sponsor allow for the unrecovered foregone portion of indirect to be reported as cost share If allowed to use unrecovered foregone overhead as part of the Cost Share commitment select yes otherwise select no To what account is this cost share account associated Select the main account in the drop down box CFDA Leave blank External Program Code Use the magnifying glass to view the drop down list Select the appropriate code Expenditure Classification Code Use the magnifying glass to view the drop down list Select the appropriate code Property Vesting Select the appropriate option per the agreement terms Comments Comments should follow the following template Equipment xxxxxx list if equipment was proposed not proposed if it needs prior approval etc A cost share account will follow all of the terms and conditions of the award so list other relevant requirements for example if foreign travel needs prior approval or re budgeting needs prior approval Fin Mod 0 Date represents match funding in the amount of SXXX Then any comments for which the funding may be for a specific purpose or are including foregone overhead ex SXXX in direct cost and SXXX in foregone OH ADD INITIALS Tuition Allowable Unless specified in the award this is typically yes Will multiple agencies departments or colleges be funding this Project Dept Number If costs share funding will come from multiple departments select Yes F
138. pt Number 22206051 22205517 f suot i li i i marearen Budget a al This section is used to set up the Dudget s for this submission If working on a NEW award you must first set up the account Select the e icon in the Awarded Budget section to the night of the Project Dept Type to be awarded Complete the applicable fields in the account setup form then select the funding source or use the sign to add a funding source and enter the awarded budget Proceed to the Funded Budget section for the same project department type selecting the funding source to enter the amount of funding received to date and complete the budget fields If working on an EXISTING contract already funded and either incremental funding or a budget transfer needs to De entered select the funding source under the appropriate account number in the Funded Budget section use the icon in the upper night of the form to add a new modification then enter the amount received for the given transaction NOTE Amounts shown in the left pane Below reflect locked mods only Add Project Dept Type Funded 22206051 C amp G External National Institutes of Health NIH 409 169 00 Cost Share 22206051 22209917 C amp G Internal Cost Share Voluntarily Committed Burnett School of Biomedical Sciences 79 604 00 22206051 C amp G External National Institutes of Health NIH 40 169 00 Cost Share 22206051
139. r both Fundable and Non Fundable 11 1 Details Tab The Details Tab of the Agreement entry contains pertinent information about the agreement relationship and purpose i e agency start end dates and status gt https argis research ucf edu index cfm fuseaction agreeme D BG X f Z gt UCF s My Research xis A i B id Suggested Sites v Web Slice Gallery v Agencies 5 a Faculty amp Staff a ek R Agreement Name Database Search gt R PI R Status Draft z R Agreement Type E OO R tetite i R Agreement End Date i Edit Profile R Manager bd R University Position Disclosing Receiving Disclosing amp Submission Forms gt Receiving N A Under Review gt Non Disclosure End Date 7 Tales k Terminated Date kii Description Awards All Deliverables Agreements Account Balances UniWide Accounts Compliance gt 11 Reports gt Configuration gt ASSOCIATED AGENCY Doc Repository A R Select an Agency Help gt R Special Considerations Yes No Mark all as No Has a patent been issued Comments Are there any fees associated with this agreement Comments Are there any export control issues Comments Are there any specific use issues Comments Is there any decaled equipment associated with this agreement Comments Is this project part of a consortium 100 v Agreement Name Each Agree
140. r your convenience You can delete an investigator s college department and add a college department unrelated to the investigators involved by using the icons provided for adding and deleting College Department UCF Burnett School of Biomedical Sciences Burnett School of Biomedical Sciences Biomolecular Science Center Burnett School of Biomedical Sciences Molecular Biology amp Microbiology Total Indirect 100 The indirect split should auto generate from the PTF information entered at the proposal stage If any information needs to be updated update accordingly If the indirect percentages are updated at the award stage make sure you have the appropriate approvals from the various departments colleges for the new percentages Note The indirect split between the colleges and departments needs to total 100 54 5 5 ORC Contacts Tab The purpose of the ORC Contacts Tab is to identify the ORC and F amp A points of contact associated with the award Details Budget Billing Investigators ORC Contacts Deliverables Documents Related Info Contractual Tasks Certs amp Rewiew UCF Office of Research amp Commercialization Points of Contact Select the points of contact who hawe been assigned to this submission R C amp G Manager Dantuma Elise C amp G Coordinator amp R Proposal Administrator Dantuma Elise R Financial Contact Lindauer Liky T C amp G Manager The C amp
141. rd af ADE B ae ae te eS Research ID 1056242 Tithe Integration of stimall responsive sott materiais into prototype tisso for medical training Pi Fang Dr Ayu f Stass Funded ProgectDept Humber Goorst76 Documents This section amp optional If you have documents to upload as part of thse submission the freids mdicated below sre required Complete the teids then select Save Contnue this pice seks coretal all Mea have beer uploaded IR Oocument Mame Description IR Document Type gt Process Y Centracts O Traxe O Cmail gt Supporting Documertston IR Pile to Upload Growee Note Spaces must De removed from fie names before the STe can be uplosdec I Contracts Award Letter oo Description werd Letter report Files 115642 pd Original Fidcnmanec vo search awerdictter task 816 04_pd Filesize SI KE Uploaded 11 24 2014 gt Supporting Documentation gt Internal Budaoct ogee File G7SSt alee Orginal Gilemames SIME Sf fang DRAFT Baosiget 9 90 2015 xlec Peleseres 45 KE Uploaded 10 75 9015 Other Documents Proposal and other contractual documents ssscostes with this research hawe Seen scanned in by OOR and are avedabie tor your rewew Note ORC s official document repository is Tera Therefore all documents should be scanned and uploaded into Tera for retention Once completed click Next to move to the next tab in the record Related Info 60 5 8
142. ress and point of contact If the address is o Hotin not found select the of the nst icon to enter the address information If the point of contact is not listed 2 Hoti for the address click the OF the tote icon to add the point of contact information Other Billing Correspondence If the award specifies that the invoice should be submitted to more than one person enter the non financial point of contact s information into the Other Billing Correspondence section Financial Reporting Some awards require the submission of periodic financial reports for the review of award expenditures on the project If the award specifies financial reporting as a requirement information about the reporting should be entered within this section of the Bill Plan 52 FINANCIAL REPORTING Aside from the invoices to be sent to receive payment if there are requirements for periodic financial reporting please outline them below If more than one type of report may need to be sent during the period of performance specify the format location and frequency of each one if financial reports are requested Continue to add each type of report as needed All fields are required if reports are needed R Are any financial reports required Yes No Report Format Please select a Report Format Report Frequency Please select a Report Frequency v Who should receive the report A Agency Lookup SF 425 Final by 90 days after p
143. rnal 1 6 igoa Florida Department of Transportation C Itants 0 00 FDOT 0 00 Oua Unrecovered 0 00 Not Reportable Subcontract 0 00 C amp G External 2 Stipends 0 00 Florida Department of Transportation _ FDOT 0 00 Tuition 18 544 00 18 544 00 Unrecovered 0 00 Not Reportable TBD 0 00 Subtotal 202 052 00 202 052 00 Proposed ma a C amp G External 1 Effective Base 202 052 00 202 052 00 Florida Department of Transportation FDOT 279 009 00 adi 100 v Under the Funded budget section enter in the same budget information as entered under the Awarded section and click Next This will automatically move the record to the Billing Tab DO NOT FORGET TO SAVE THE RECORD 47 5 3 Billing Tab The Bill Plan was established to enable F amp A to create customers create bills receive billing information from other PeopleSoft and non PeopleSoft applications create inter and intra unit bills automate invoicing and adjust invoices The Bill Plan also defines the financial reporting requires under each award This allows one or more accounts to be associated with a single Bill Plan even if the accounts are under separate RIDs There are three components to the Bill Plan Billing Set up Billing Agency Location and Financial Reporting Billing Set up The Billing Set up contains key information for F amp A in regards to the type of award how to invoice information to be li
144. roject end date National Samantha Tempchin fet Institute of Allergy and Infectious Diseases NIAID Bill Plan Select the appropriate Report Format and Report Frequency from the drop down menus Using the same instructions as prescribed in the Agency Look Up Section search for the appropriate agency address and point of contact to whom the financial report should be sent 5 4 Investigators Tab The purpose of the Investigators Tab is to identify the PI and any co Pls for the award distribute the credit splits between the PI and co Pls document the efforts of each PI and co Pl and document the indirect percentage split between the colleges and departments working on the award The tab is divided into three sections Investigators and Credit Percentage Awarded Effort and College Department Indirect Percentage Investigators and Credit Percentage The Investigators and Credit Split section defines who the PI and co Pls are on the project In addition it distributes the percentage of credit each individual has on the award _Detaits eudget ening tivesvonors ORC Contacts Deliverables Documents Reiatsdintoe Contractul Tasks Certs amp Review Investigators and Credit Percentage Use the icon to select the college department and name of the investigator s associated with this proposal To enter one or more Co Principal Investigators select E an investigator from the lookup v
145. rtion of indirect to be reported as cost share If using unrecovered indirect costs as part of a cost share commitment then select yes otherwise select no Use the look up Function to locate and associate other research accounts that will be used as Third Party Sponsored Cost Share for this project Use only if using another sponsored account as cost share CFDA As a general rule RF will not accept Federal funding so this will typically be blank On the rare case that they do receive Federal funding please follow the instructions for locating the CFDA number found in setting up a typical external funding account External Program Code Use the magnifying glass to view the drop down list Select the appropriate code Expenditure Classification Code Use the magnifying glass to view the drop down list Select the appropriate code Property Vesting Select the appropriate option per the agreement terms Comments Comments should follow the following template Equipment xxxxxx list if equipment was proposed not proposed if it needs prior approval etc List other relevant requirements for example if foreign travel needs prior approval or re budgeting needs prior approval Fin Mod 0 Date represents funding in the amount of SXXX Then any comments for which the funding may be for a specific purpose ex travel only student stipends etc ADD INITIALS Tuition Allowable Select No as tuition must go under the UCF account number Will
146. rtment code and the 1 digit funding source which is 9 for in house awards For l 4 awards the 4 digit college department code to be used is 2009 Project Dept Number Leave blank Budget Level Choose the appropriate budget level Funding Start and end date Enter per acceptance letter or proposal For l 4 awards these dates should run concurrently with the Industry Award CFDA CFDA numbers are provided for any federal grant funding and the number should be listed on the award UCF still needs to track federal contract funding with an CFDA and if one is not provided search for the appropriate code at https www cfda gov It is important to have the first two digits prior to the decimal and if the last 3 are unknown 999 can be used as a default For example 20 999 External Program Code Use the magnifying glass to view the drop down list Select the appropriate code Expenditure Classification Code Use the magnifying glass to view the drop down list Select the appropriate code Property Vesting Select the appropriate option per the agreement terms Comments Comments should follow the following template If this is an l 4 award list which industry account this is a match to Equipment xxxxxx list if equipment was proposed not proposed if it needs prior approval etc List other relevant requirements for example if foreign travel needs prior approval or re budgeting needs prior approval Fin Mod 0 represents fundi
147. ry Salary DPS Domestic Travel Foreign Travel Expense DCO Consultants Subcontract Stipends Tuition TBD Subtotal Effective Base 4MOD 1 of O Mod Lock Unlocked Locked Budget Reallocation New Funding Cumulative Total 4 413 00 7 177 00 0 00 3 000 00 3 700 00 0 00 0 00 0 00 0 00 2 856 00 0 00 21 146 00 18 291 00 x Indirect Rate Indirect 8 414 00 29 560 00 e Enter in the effective date e Select Mod type For a budget reallocation select Budget Reallocation from the drop down menu e De obligate from the category you are reducing budget from and re obligate in the category you want to see the money added to Note Please consider the budget level when determining the need for a budget transfer For example a budget level 1 should not require a budget transfer from SAL to OPS or vice versa Refer to Budget Positions only to ensure there is adequate funding in each category which is being de obligated Finally when calculating indirect when transferring between overhead and non overhead bearing categories ensure that you use the Effective Base to come to a zero balance do not simply subtract from the indirect category Once completed save the record to save the unlocked modification NOTE You will not complete this process under the Awarded section as this does not effect the awarded amount 71 Transfer Out Transfer In To transfer funds from one acco
148. s etc be used Will vertebrate animals be used during this project experimental or observational Will hazardous materials be used Classified amp Export Control Restrictions Yes No Is the project classified Is the project sensitive but unclassified E Is the project under export control restrictions Collaborations Yes No Will any materials and or proprietary information be exchanged Will there be individuals on campus who are not UCF employees Will subcontracting to another organization occur R Can information about this submission be disclosed Yes O No The Budget Tab displays the amount of funding the university has received and is estimated to receive under the awarded project To enter the budget information for the project enter edit mode for the record and select the Budget Tab 31 gre TEAS TD iscovery of Marine Natural Products Targeting Latent M Tuberculosis PI Rohde Dr Kyle Status Funded Project Dept Number 22206051 22209917 a ll Research ID 1054469 Status Funded k i aa ss Agency Deadline Type Postmarked Fastlane Actual Receipt No Specific rv Deadline New Formal Proposal 0 Supplemental Continuation to Account Number R Agency Deadline 07 13 2012 12 00AM Filing Type Hard copy mailing Electronic submission z Proposal Received Date 02 27 2013 Proposal Document s Received Date Date M
149. select YES If it is not allowable select NO If unsure which to select see your supervisor for guidance Cost Share If another project account is being used for cost share on the award the project s account number will need to be entered It s important to note this for two reasons First Compliance can include this in the cost share report to the agency Second so the project being used for cost share is not used as cost share for a separate project i e project to project cost share Will multiple agencies departments or colleges be funding this project Dept Number If the account will be funding by more than one funding source select yes This prompts ARGIS to create a second funding source within the same account number This is only used for internal accounts such as cost share accounts Once the appropriate information is entered click Submit to save the information under the specific account The budget line item costs screen will be generated 13 _ Proposal Edit i a i E B 24 min 07 sec _ _ Lockheed Research ID 1056473 Title ADVANCE UCF PI Chase Dr Diane Status Pending _ details Budget investigators Documents Related info Contractual Tasks Certs amp Review Budget This section is used to set up the budget s for this submission To begin indicate the Project Dept Type of the budget to be established in the form below If you re unsure of the type select Unassigne
150. spaces or dashes If there is not an agency contract number to associate please leave the field blank Agreement Start and End Date The term within the Agreement is entered here University Position For funded Agreements the University position should be noted as N A The Disclosing and Receiving positions are specific for Confidential Disclosure Agreements a k a PIAs and NDAs If entering a Confidential Disclosure Agreement select the appropriate answer for the position of the University under the Agreement Non Disclosure Date For funded Agreements a non disclosure end date is not applicable The non disclosure end date is specific to Confidential Disclosure Agreements a k a PIAS and NDAs When entering a Confidential Disclosure Agreement enter the non disclosure end date per the terms of the Agreement Termination Date If the Agreement was terminated the date of termination should be entered If the Agreement was terminated early include a reason in the description box 89 11 2 Billing Tab only for Fundable Agreements The Billing Tab is only available when you have selected a fundable agreement and it will only reference which Bill Plans have been associated to the agreement under the Research ID No data entry occurs on this screen Details Documents Sone a Bill Plans associated to this agreement Bill Plan 6259 Bill Plan Type Cost Reimbursable Invoice Frequency Monthly Bill by 25th d
151. ssions Agreement Research Asset Agreement ae Draft Submissions Database A a Potential Conflicts form AA 21 Search p Draft Submissions dmin E Edit Profile Rgubmission Formas Under Review p Tasks p Proposals Awards All Deliverables Agreements Account Balances UniWide Accounts Compliance p Reports p Configuration Doc Repository p Help There are six 6 tabs in the PTF Details Budget Investigators Documents Related Info and Contractual 1 1 Details Tab The Details tab outlines specific information about the proposal in general including but not limited to which agency the university is proposing to the project period the proposal deadline and specific compliance information Bypass proposal workflow Forward this proposal directly to Waiting to be Mailed status R Application Request Preliminary Proposal New Formal Proposal Agency Deadline Type Postmarked Fastlane Actual Receipt No Specific Deadline R Agency Deadline Supplemental Continuation to Account Number Filing Type Hard copy mailing Electronic submission R Project Type vV 2 Proposal Document s Received Date ij R Proj Start Date iJ R Proj End Date ij R Title Research Attributes CAREER 11 4 LJIn House L_ rucrc Research Foundation LIREU uR L crcv
152. sssssessesseeeesesssrrrrrrrrrrrrrrreeeeessrerens 66 D Processing a No Cost Extension NCE in ARGIS esssessssssesssssrersessrrresssrrrreessrrrresssrrreesertrressrreresererreeseene 80 8 Waiting on Agency Approval ccccccssscccccssecccceesececseeccccescceceusececsuneceeceenccessunecessueecceseuecessuneceesenes 80 SAEN APPrOVal RECEN naina an E E AEN 81 E Entenne Agreements INMARG Sare a E T E A T eames 83 10 Starting an Agreement ssessessessessessessessessessesserseesersrrsresersresresressrsressreseoeseoreoseosesseesessessesseesessee 83 10 1 Starting a non fundable Agreement sersan ani aaa aa T 83 10 2 Starting a Fundable Agreement cccccccsssccccessececeesececcescceceusececeeneceeeeeecceseuecesseeceesanaeeeeas 84 11 Completing the Agreement Tabs for both Fundable and Non Fundable cccccssssseeeeeeeeeeeeees 85 STL Detar S aD cseshsnesvava esos sansa svasssaiesageasuncee eaves satca vata vos sacs ede cen ocean eens 85 11 2 Billing Tab only for Fundable AgreeMents ccccccccsssseccccceseecceceeeneecceeeeeeecesseeeeeceseeaeeseeess 90 GTS Document DA kenna a E 90 STLA Related IMO TaD a e E E E 91 F Searching and Editing a Recordansas N werd ee ee eed eo 92 G Agency Agency Address and Agency Contacts Look up Process ccccccesecccessceeeecseeececeeeceeeneseeeeeees 95 Fig Changing StANUSCS OFRECOUS ccoo N tele ensconced ate eee 97 12 Changing a Status from Waiting to be Mail
153. sted on the invoice and any other key details about the invoicing process under the award BILLING SET UP Bill Plan Lock Locked A R Bill Plan Type Cost Reimbursable Cost Reimbursable with Fixed Payments on Milestone Fixed Price on Predetermined Schedule Fixed Price on Milestone Percent of Completion Time and Materials Cost Share DO NOT BILL R Any advanced payments Yes No R Invoice Frequency Monthly Bill by 25th day of month start to end date v R Invoice Format Federal Agency Draw Down Letter Of Credit i e NIH NSF ONR v A R Invoice Billing Level Level 1 Level 2 Level 3 Level 4 Review the awerd to identify any specific accounting reference numbers the sponsor may require to be included on the bill along with the corresponding dates and amounts to bill under those reference numbers If available what is the Task Order Delivery Number this bill plan is associated to under the award R Is there a Letter of Credit LOC number Yes No Unknovm R Type US Dept of Health amp Human Services v R Is there one or more Accounting Classification Reference Numbers ACRN Yes No R Is there one or more Contract Line Item Numbers CLIN Yes No Invoicing Notes A final Federal Financial Report SF425 must be submitted through eRA Commons within 90 days of the expiration date Bill Plan Type The Bill Plan Type identifies how payment is to be received from the agency for work performed under
154. stigators are added above their corresponding college department will be added to this section for your convenience You can delete an investigator s college department and add a college department unrelated to the investigators involved by using the icons provided for adding and deleting College Department UCF Burnett School of Biomedical Sciences Burnett School of Biomedical Sciences Biomolecular Science Center Burnett School of Biomedical Sciences Molecular Biology amp Microbiology Total Indirect 100 Note The indirect split between the colleges and departments needs to total 100 17 1 4 Documents Tab The Documents Tab is where pertinent documents can be attached to the record to be used by other users who would approve the PTF for review Documents that require approval and or consideration from the chain of approvers should be uploaded under this tab These documents may include but not limited to the draft proposal internal budget service fee request form and or cost share commitments if applicable No working papers or internal ORC documents should be uploaded here To upload a document enter a name for the document Next select the type of document being uploaded Then click the Browse button to search for the document Once selected click the EEE icon to save the document to the record Uploaded documents can be edit or removed by click on the logo Documents
155. still in compliance with the final terms of the award 65 G UNIVERSITY OF CENTRAL FLORIDA SS RESEARCH amp COMMERCIALIZATION A RG IS U se r M a n u a C Entering Financial Modifications Financial Modification Types Reason for Procedure Financial Modifications are used when you need to add or adjust the funding to an award There are several different types of financial modifications new transfer in out de obligation etc but the process to complete them is the same no matter the type The modification is completed in ARGIS but then it is integrated into PeopleSoft which is the official financial record for the University Unless a financial modification is completed there will not be a change to the budget Note New funding is discussed in Award set up Procedures Fin Mod to add additional funding To initiate a financial modification in ARGIS open the record in edit mode and open the Budget Tab Office of Research amp Commercialization RESEARCH at UCF Proposal Funding amp Assistance Research Commercialization Ethics amp Compliance Centers amp Institutes Research Foundation P Research r Search O Text Account ResearchID Faculty Lo 7 fio myRESEARCH Sign Off Fe Research Neve View Awar Val Research ID 1054469 Title Discovery of Marine Natural Products Targeting Latent M Tuberculosis Pl Rohde Dr Kyle Status Funded Project Dept Number 22206051 22209917
156. sting is with the US government The US decal indicates the property belongs with the federal government e Property gt 5 000 US decal required o When the purchase of property is allowable on the project and the property vests with the government at the end of the project The US decal indicates the property belongs to the federal government e Property lt 5 000 not proposed or approved CG decal required o When the agency classifies equipment with a useful life of greater than 1 year an acquisition cost of lt 5 000 it has not been approved either at the time of proposals or has been approved by the agency after the fact and vesting is with the agency The CG decal indicates the property belongs with the agency e Property gt 5 000 CG decal required o When the purchase of property is allowable on the project and the property vests with the agency at the end of the project The CG decal indicates the property belongs to the agency Comments Comments no longer print on the 650 but they are a great resource for anyone who may take a look at the award Include any pertinent information an individual would need to know about the project at a quick glance Tuition Allowance Typically tuition is an allowable cost on the account but in some situations i e account for travel cost only tuition is not allowable Check the award terms for allowablitity of tuition costs It s important to indicate this for the project so F
157. t gt https argis research ucf edu index cfm fuseaction main me O amp BOX gt UCF s My Research 33 id Suggested Sites Web Slice Gallery v Quicklinks v Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Funding amp Assistance Research Foundation Research at UCF E Wry Search Text Account ResearchID Faculty Ph Go FS Research News New Awards Colleges Institutes amp e Research Proposal Centers s Draft Submissions Agencies e Hazardous Agent or Process Identification EJ Draft Submissions z Faculty amp Staff e Agreemen t 7 Research Asset e Draft Submissions Database e Potential Conflicts form AA 21 e Draft Submissions Search gt _ Edit Profile Submission Forms gt Under Review gt Tasks gt Proposals All Deliverables Account Balances UniWide Accounts Compliance gt Reports P Configuration gt Doc Repository gt Help gt R 100 v To start a Non Fundable Agreement in ARGIS select Agreement under the Submission Forms tab on the left hand side of the menu bar under the Admin Section 83 10 2 Starting a Fundable Agreement Select the correct RID and vie the RID details tab in edit mode Change the status to funded and the below Award Sponsoring Organization section will appear
158. ta entry on the new agreement click on the Submit icon This will ou an agreement ID number K A f i X y S Submit tA New Agreement i fetes 91 G UNIVERSITY OF CENTRAL FLORIDA SS RESEARCH amp COMMERCIALIZATION A RG IS U se r M a n u a F Searching and Editing a Record Effective Date 8 17 15 Last Updated 8 17 15 Reason for Procedure It may be necessary to search and edit records depending on what actions are being taken This procedure outlines the types of options available to search and edit records stored in ARGIS Procedures Step 1 To search for a record from the main ARGIS page select what field to search by and enter the appropriate information to search for Quicdinks v Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes _ Proposal Funding amp AsgefStance Research Foundation Research at UCF El lt Search O Text Account ResearchID Faculty gt ET myRESEARCH Sign ott le Research Neva Welcome m p a rea aes New Awards n Colleges Institutes i sss Institutes Academic Research amp Grant Information System RESEARCH SEEEEERES Agencies Developed to facilitate research processes within UCF ARGIS was Faculty amp Staff arcis t built to assist administrators deans and researchers in their day This research web system is moving to single sign on
159. te Enter the date the budget information is inputted into the system i e today s date e OCO is the equipment category e Effective Base The Effective Base is the amount of the award on which the indirect rate is calculated For example if the indirect rate for the project is based on the university s federally negotiated rates the Effective Base would reflect the total direct costs minus tuition equipment over 5 000 and subcontract values greater than 25 000 e Indirect costs are automatically calculated using the Effective Base entered 46 Once this information is added DO NOT click Next Instead select the proper account under the FUNDED section index cfm fuseaction administrator O BOX n p gt UCF s My Research x fi amp Research News New Awards ee mone H 19 min 00 k Colleges Institutes amp Gl te rE B El Se i Tm P SOC fe eo Research ID 1057086 Title PHASE Il Enhancing and Generalizing the Two Level Screening Approach Incorporating the Highway Safety Manual HSM Methods Pl Abdel Agencies Aty Dr Mohamed Status Funded Project Dept Number Faculty amp Staff Budget Research Asset D rere Budget Search gt aes l This section is used to set up the budget s for this submission If working on a NEW award you must first set up the account Select the e icon in the Awarded Budget section to the right of the Project Dept Type to be awarded Complete th
160. ted to NIH NSF and DoD If the agency has an established LOC with UCF select YES and the type of the LOC should be selected from the drop down menu Please see supervisor if a LOC for an agency is unknown 50 Accounting Classification Reference Number An Accounting Classification Reference Number ACRN is a specific code made up of either alpha or alpha numeric that assigns a specific contract to an accounting classification and appropriation If there is an ACRN assigned to the award select YES and enter the ACRN the description of the ACRN should be list the associated Purchase Request Number the start and end date and the threshold amount for that specific ACRN Contract Line Item Number A Contract Line Item Number CLIN is a unique code assigned to a contract to describe each line s service or supply that is being contracted for If there is a CLIN assigned to the award select YES and enter the CLIN the description of the CLIN should list the associated Purchase Request Number the start and end date and the threshold amount for that specific CLIN s there one or mare eeu Classification hai TAES habh Yes a A aher hhaha ge AEN foo 104613 50 foa VTE f looroas1350 os jaiai Gei prapa a r E eS Rs A A E ES ikae aa 0010461250 03 24 2014 14 03723 2018 iai oohnbassaas a 0010431350 Ia PE EEE ARTE cb leat nratasbom tenemos tester AAA Foo 10461350 03 24 201 4 a 92
161. terials into prototype tissue for medical training Research Attributes Cl career LJ1 4 C lin House LJrucrc Research Foundation L Jreu lurr Li crcev Llicamr Key Words Integration soft prototype medical training R Description Our goal is to develop an extremely realistic modular mannequin that provides an important psychological aspect of simulation immersion We will test the feasibility and compatibility of incorporating stimuli responsive soft materials into prototype tissue materials to deliver body type reactions e g perspiration color transition for medical training 3800 character length limit Need a character count 29 Project Start End Date If the period of performance has changed since the proposal submission update the project start and end dates to synch with the award terms and conditions Proposal Sponsoring Agency Pre populated from the PTF process No data entry Award Sponsoring Agency Although the agency was entered at the proposal stage as the Proposal Sponsoring Agency the Award Sponsoring Agency is required to be entered It is possible for the proposal to be submitted to one agency and have another different agency award the project For example a proposal will be submitted to the National Institutes of Health but the award sponsoring agency may be the National Institute for Allergy and Infection Disease an institute within the National Institutes of Health Sele
162. tes amp Centers Adi d ame em G Faculty amp Staf Details Research Research ID 1054469 Y Say RES Status Funded Search ication Req 5 CUD Agency Deadline Type Postmarked Fastlane Actual Receipt No Bl asl g sai Specific Deadline Full Proposal to Preliminary 7 Edit Profile New Formal Proposal R Agency Deadline 07 13 2012 i Resubmission Formal Proposal Filing Type Hard copy mailing Electronic submission Submission Forms T Continuation to Account Number Date Received 02 27 2013 d c Date Mailed 02 27 2013 Under Review p R Project Type Organized Research Applied Research v R Proposal Admin Processor Dantuma Ms Elise Tasks Proposals R Proj Start Date 03 01 2013 i R Proj End Date 02 28 2015 _ i Awards R Title a Discovery of Marine Natural Products Targeting Latent M Tuberculosis Agreements Please see Award Entry section for details on entering an award in ARGIS 100 G UNIVERSITY OF CENTRAL FLORIDA i S RESEARCH amp COMMERCIALIZATION Busi ness Proced ure Manual I Manual Sends Effective Date 8 17 15 Last Updated 8 17 15 Reason for Procedure When projects are established or modified in ARGIS the new information must be transmitted to F amp A so that corresponding updates may be made to F amp A accounting databases This transmittal is typically accomplished by manually sending project updates from within ARGIS as follows Procedures
163. that data Related Information and Resources ARGIS Help Online httos argis research ucf edu help researchadmin cfm agenc 96 Q UNIVERSITY OF CENTRAL FLORIDA S RESEARCH amp COMMERCIALIZATION A RG IS User Ma Nn ual H Changing Statuses of Records Effective Date 8 17 15 Last Updated 8 17 15 Reason for Procedure This procedure outlines how to look up an agency and related contact information for a research record Procedures Depending on where the record is in the life cycle of the project the status of the record should be updated as necessary to accurately reflect its standing Below outlines three different processes for updating a record to specific statuses 12 Changing a Status from Waiting to be Mailed to Pending When a proposal has fully routed through the PTF approval chain the status of the record changes from Under Review to Waiting to be Mailed At this time ORC is responsible for changing the status of the record from Waiting to be Mailed to Pending once the proposal is submitted Note Once a proposal s status is changed from Waiting to be Mailed to Pending changes to the Proposed Budget details are reflected as modifications Therefore be sure no further changes to the budget are necessary prior to changing the status To change a proposal s status to Pending from Waiting to be Mailed search for the record under the Admin column on the left hand side and click on the Under Review tab Select the
164. the Dudget s for this submission If working on a NEW award you must first set 1 pi account Select the e icon in the Awarded Budget section to the right of the Project Dept Type to be warded Complete the applicable fields in the account setup form then select the funding source or use the sign to add a funding source and enter the arded budget Proceed to e Funded Budget section for the same project department type par the funding source to enter the amount of funding received to date and Epa te the Dudg pt fields a orkir pipes NG contract already funded and either incremental funding or a budget transfer needs to be entered select the funding source under the apn iste account numbe unded Budget section use pt icon in the upper night of the form to add a new modification then enter the amount received for the gi sa TE Am ts sh in the left pane below reflect locked mod h Add Project Dept Type Funded 22206051 C amp G External National Institutes of Health Cost Share 22206051 22209917 C amp G Internal Cost Share Voluntarily Commi Burnett School of Biomedical Se 79 604 00 Cost Share Total 79 504 00 Awarded 22206051 C amp G Exter a4 e National Institutes of Health NIH 5409 169 00 Cost Share 22206051 s 22209917 C amp G Internal Cost Share Voluntarily Committed O O e Burnett School of Biomedical Sciences 79 604 00 Cost Share Total 575 604 00 Proposed
165. tive Date 02 12 2015 Date Entered 02 12 2015 ae 12 00 AM Funding Agency US Department of Energy e Contract Mod 2 Mod Type Budget Reallocation Under the Budget entry page e Enter in the effective date e For Mod type select Carry Over from the drop down menu Add the funds to the categories that you are increasing Once completed lock and save the record NOTE You will also repeat this process under the Awarded section as this action may effect the awarded amount Deobligation from Agency An agency requested reduction in funding that was previously awarded This can result from PI transfer to another institution and relinquishment of award or negative adjustment in project scope and budget In ARGIS open the record in edit mode of the account you are de obligating and open the Budget Tab Within the Budget Tab click the icon to update the account information F Cupe e E Research ID 1054465 Titia Discovery of Marine Natural Products Targeting Latent M Tuberculosis PI Rohde Dr Kyle Status Funded Project Dept Number 22206051 22209917 r f i Budget Budget This section is used to set up the Dudget s for this submission If working on a NEW award you must first set up the account Select the e icon in the Awarded Budget section to the night of the Project Dept Type to be awarded Complete the applicable fields in the account setup form then select the funding source or use the sig
166. training stipends o This indirect type should be selected when the indirect cost calculations is calculated based off of the total direct costs minus training stipends e TDC less stipends o This indirect type should be selected when the indirect cost calculations is calculated based off of the total direct costs minus stipends e TDC less stipends tuition and fees o This indirect type should be selected when the indirect cost calculations is calculated based off of the total direct costs minus stipends and tuition and fees costs o TDC stipends tuition and fees X e TDC less subcontracts in 713950 and 713951 o This indirect type should be selected when the indirect cost calculations is calculated based off of the total direct costs minus subcontracts e TDC less equipment and subcontracts in 713950 and 713951 e TDC less subcontracts in 713951 713951 and 713956 and Recharge Centers 713912 e 31 X Wages less Fringe amp Misc Fringe Amounts e PSC stipend only e FEMA Admin fee allowance e Salaries amp Wages o This indirect type should be selected when the indirect cost calculation is calculated based off only the salaries and wages costs incurred e Patient and IRB preparation costs only e Underwrite until contract executed e Flat Fee Indirect Rate and Limitation If the indirect rate is limited i e university federally negotiated rate is not being used the rate to which the project is limited it should be noted here e Yes R
167. unded Budget section for the same project department type selecting the funding source to enter the amount of funding received to date and complete the Dudget fields If working on an EXISTING contract siresdy funded and either incremental funding or a budget transfer needs to be entered select the funding source under the appropriate account number in the Funded Budget section use the icon in the upper night of the form to add a new modification then enter the amount received for the given transaction NOTE Amounts shown in the left pane Below reflect locked mods only Add Project Dept Type Funded 22206051 C amp G External National Institutes of Health NIH 409 1569 00 Cost Share 22206051 e 22209917 C amp G Internal Cost Share Voluntarily Committed Burnett School of Biomedical Sciences 75 604 00 Cost Share Total 79 504 00 Awarded 22206051 C amp G Exter no d National Institutes of Hes NIH 409 169 00 Cost Share 22206051 22209917 C amp G Internal Cost Share Voluntarily Committed O Q e Burnett School of Biomedical Sciences 79 504 00 Cost Share Total 272 604 00 Proposed 22206051 C amp G External National Institutes of Health NIH 1 654 350 00 Cost Share 22206051 e 22209917 C amp G Internal Cost Share Voluntarily Committed For a Transfer Out under the Comments section the following details should be noted Fin Mod This mod represents a transfer o
168. university and subsequently the award Types of Contractual Agreements e Subrecipient An entity that has agreed to work in collaboration with the UCF PI to perform a substantive portion of the programmatic effort on an award e Consultant An individual or business whose expertise is required to perform the project Services are temporary and special or highly technical e Collaborator An individual participating on the project e Other Significant Contributor An Individual who has committed to contribute to the scientific development or execution of the project but are not committing any specified measurable effort i e person months to the project These individuals are typically presented at effort of zero person months or as needed Note The selections Collaborator and Other Significant Contributor are new designations that are part of the System to System programming taking place As of now these selections should not be used Contractual Agreement Agency The Contractual Agreement Agency identifies who UCF has a contractual relationship with Using the same instructions as prescribed in the Agency Look Up Section search for the appropriate agency and address for the contractual legal entity gt Office of Extramural Research National Institutes of Health http grants nih gov grants glossary htm O Retrieved on 04 22 2014 62 Sub contract Consultant Start and End Date The sub contract consultant
169. unt to another either within the same RID or between RIDs you must do a Transfer Out Transfer In NOTE e Only CMs with locking capabilities are able to processes Transfer Out Transfer Ins e Transfer Out Transfer Ins must be on the same project type i e C amp G external to C amp G external e Both actions must be the same dollar amount e The Transfer Out action must be entered and locked before you can perform the Transfer In action In ARGIS open the record in edit mode of the account you are transferring the funds OUT of and open the Budget Tab This action must be completed and processed before you can process the related Transfer In action Within the Budget Tab click the icon to update the account information H ag COLD DR Research ID 1054469 Tite Discovery of Marine Natural Products Targeting Latent M Tuberculosis PI Rohde Or Kyle Status Funded Project Dept Number 22206051 22209917 Budg t investigators ORC Contacts Deliverables Documents R lat dinfo Contractual Tasks C rts amp Review Budget This section is used to set up the Dudget s for this submission If working on s NEW award you must first set up the account Select the e icon in the Awarded Budget section to the night of the Project Dept Type to bde awarded Complete the applicable fields in the account setup form then select the funding source or use the sign to add a funding source and enter the awarded Dudget Proceed to the F
170. urse educator Help p utilizing a quantitative biomarker for airway inflammation feedback Doc Repository p 3800 character length limit Need a character count NNNANNCAI CHMAICMNTAS ONC ARIZA TION E3 Click the hi icon to save and close the record The record will now hold a status of Declined Be sure to include an official decline notice for the proposal file to be added to the electronic record 99 14 Changing a Record Status from Pending to Funded When a proposal is formally awarded the project s status needs to be updated in ARGIS to reflect a status of Funded To change a status of a project open the record in edit mode From the Status drop down menu select Funded Research ID 1054109 Title Safety Instruction and Competency Assessment for Laparoscopy PI Cendan Dr Juan Status Pending Project Dept Number f cetais __ Budget Investigators Documents Related into Contractual Tasks Certs amp Review Research ID 1054109 Status Pending v C Agency Deadline Type Postmarked Fastlane Actual Receipt No Specific Full Proposal to Preliminary Deadline New Formal Proposal R Agency Deadline 03 05 2012 a Resubmission Formal Proposal Filing Type Hard copy mailing Electronic submission Continuation to Account Number Date Received 06 08 2012 e Date Mailed 06 08 2012 R Project Type Organized Research Applied Research v z R Proposal Admin Pro
171. ut in the amount of XXX to account or RID XXX Transfer was required to enter explaination Initial amp Date Once completed click Update Account then click on the account under the Funded 72 Funded a 162796 l us Depari af baeni s 19321 029 00 16229915 C amp G Internal Cost Share Voluntarily Committed Office of Research amp Commercialization 100 00 Foregone 0 00 Reportable Click on the next to the Mod to create a new fin mod Funded Budget 16226073 C amp G External MOD 8 of Effective Date 02 12 2015 Date Entered 02 12 2015 Locked 12 00 AM Funding Agency US Department of Energy Le Contract Mod 2 Mod Type Budget Reallocation Under the Budget entry page e Enter in the effective date e For Mod type select Transfer Out from the drop down menu e De obligate from the category you are reducing budget from NOTE You will also repeat this process under the Awarded section as this action may effect the awarded amount Transfer In In ARGIS open the record in edit mode of the account you are transferring the funds IN to and open the Budget Tab Within the Budget Tab click the icon to se the account information ae Our 3 re ae i Research ID 1054469 Title Discovery of Marine Natural Products Targeting Latent M Tuberculosis Pi Rohde Dr Kyie Status Funded Project Dept Number 22206051 22209917 Budget Budget This section is used to set up
172. verbies Documents Ces Review O Research Asset Research News New Awards Colleges Institutes amp Centers Discovery of Marine Natural Products Targeting Latent M Tuberculosis Database sca Research ID 1054469 Search p Admin E y Project Type Research Applied Research Status Funded Edit Profile Project Dates 03 01 2013 to 02 28 2015 Siihene aa Fea Description This project seeks to address the urgent need for new TB drugs with novel modes of action able to kill drug resistant and y latent mycobacteria Research Attributes Under Review p Tasks p Budget Summary Proposals Project Dept Number Type Amount Funding Dates Budget Property Vesting Level Awards Hl sh 9 C amp G External 409 169 00 03 01 2013 Level 1 Property vests with UCF CF decal is All Deliverables 22 20 6051 fil pau eet ee ml a 8 C amp G Internal Cost Share Voluntarily 79 604 00 03 01 2013 Level 2 Account Balances ZAAL G E Committed 02 28 2015 Note Once in edit mode a Lock Timer is started for the record This displays the amount of time available to edit the record and have a lock on the record By having a lock on the record no other user may edit the record at that time Once the timer expires other users may begin to edit the record again 93 Office of Research amp Commercialization RESEARCH at UCF Research Commercialization Ethics amp Compliance Centers amp Institutes Proposal Ryding amp Assistance
173. vices Agreement an agreement in which one party promises to submit an idea and the other party promises to evaluate it Export Control Document documents related to Export Control This is only used by the Export Control Office Facilities Usage Agreement an agreement for a lease rental or other contractual arrangement governing the use of facilities Fundable Grant If the Agreement is to fund an awarded grant Fundable Grant should be selected Fundable Contract lf the Agreement is to fund an awarded contract Fundable Contract should be selected Fundable Cooperative Agreement If the Agreement is to fund an awarded Cooperative Agreement Fundable Cooperative Agreement should be selected Fundable Donation If the agreement is to fund an awarded Donation Fundable Donation should be selected o Please Note This option is typically reserved for the UCF Research Foundation as they manage the processing of all donations received by the UCF Foundation Fundable Purchase Order If the Agreement is to fund an awarded Purchase Order i e the award mechanism received is a purchase order Fundable Purchase Order should be selected Fundable Master Agreement If the Agreement is for a Master Agreement which will have multiple fundable projects associated to it Fundable Master Agreement should be selected 8 Funds in Agreement an agreement between the government Department and a non federa
174. who the agency is Invoice Billing Level Only available under Cost Reimbursable Percent Completion and Time and Materials Bill Plan Types The Invoice Billing Level specifies for F amp A how granular the allowable costs incurred on the project need to detail on the invoice to the agency Level 1 is the simplest while Level 4 is the more granular level Categories of costs breakout on invoice per Invoice Billing Level e Level 1 Direct Indirect e Level 2 Labor Expense Equipment Indirect e Level 3 Salary OPS Expense Equipment Indirect e Level 4 Salary OPS Consulting Subcontract Direct Expense Travel Equipment Tuition Stipend Indirect Examples of the different Invoice Billing Level invoice formats can be found in the Business Manual Once an Invoice Billing Level is locked it cannot be changed If a different Invoice Billing Level is required after it has already been locked a new account number will need to be established with the correct Invoice Billing Level and all incurred costs will need to be journal transferred to the new account number Therefore it is crucial to select the appropriate Invoice Billing Level at the initial account setup stage Letter of Credit A Letter of Credit LOC is a specific type of electronic payment request the university submits through an agency specific web portal This method of payment is also referred to as Draw Down Agencies that have LOC with UCF include but are not limi
175. with this proposal To enter one or more Co Principal Investigators select an investigator from the lookup window enter the credit and then press NOTE The total MUST equal 100 for each account identified on the budget tab before submitting Credit C amp G External R Principal Investigator College Department 1 Co Principal Investigator s College Department a S a Total Credit 0 Project Assistant College Department PM Project Personnel College Department SS A pop window will appear where you can search for the investigator by name or unit If searching by unit select the appropriate college and department until the investigator is found If searching by name and the investigator is associated with multiple units all units will display select the primary unit for investigator R fa https argis research ucf edu index cfm fuseaction administrator ResearcherSearch amp research_type pidicopis 006 DIS Enter searen oe sel _ 0 O8pis SG s ae a Lool kup Investigator Identify the person you were searching for and then select the appropriate unit under their name Employees who are jointly appointed will have multiple units displayed Seal Dr Sudipta 1274 ing amp Analysis e College of Engineering and Computer Science CECS Materials Science amp Engineering e NanoScience Technology Center NanoScience Technology Center I e Of
176. ys Your responses to the questions above regarding the indirect rate reflect any possible Unrecovered Indirect That may be reported as cost share Additionally if there amp any Intemal Subcontractor or other Third Party In Kind Cost Share to be tacked for the account you wil oeste a separate acoount type end enter the sppropriste funding source and budget for each of these types and then ink the account back to the one The offer type of cost share that can be related to the project c Third Party Sponsored Cost Share The amp where all toring or a portion of funding from another sponsored project is being used ss cost share NOTE A federal project cannot be weed as cost share for another federal project unless specifically approved by the sponsor Use the look up function bo locate and associate other research ecoounts that will be used as Third Party Sponsored Cost Share for this project For esth project apecify the portion te be used s cost share CFDA R External Program Code 14 Q R Expenditure Classification Code q Property Vesting C Purchase of property not allowed E Property vests with UCF CF decal is required C property vests with government US decal is required O Property vests with agency CG decal is required D Property lt 5000 proposed or approved CF decal is required Property lt 5000 not proposed or approved US decal is required O Property gt 5000 US decal is required C Property lt

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