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• Toolkit
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• FAQ's

Toolkit

Welcome to the Toolkit section of the GCA/GCFA website. This toolkit is intended to provide you with a single place to find important reference tools including, but not limited to: proposal checklists/guides, forms/lists, training materials, etc.

To find guidance regarding IRES: Integrated Research Enterprise Solution, please use the following links:

• IRES Proposal Tracking Assistance NEW 5/3/10
• IRES External Interests (COI) NEW 5/3/10

 

CHECKLISTS/GUIDES

• Frequently Used Yale Facts
• Award Setup Unit (ASU) Central Campus Fax List
• Department of Energy (DOE) Checklist
• Departmental SubAward Invoice Checklist
• Just in Time Checklist for PIs, NIH
• NIH Checklist (submitted through Grants.gov)
• NSF Checklist (submitted through Fastlane)
• Org/Department Crosswalk Tool
• Proposal and Agreement Types that Require a TranSum (from 10/2011 RAG Meeting)
• Rate Agreement
• SubAward Outgoing Checklist - Generic
• SubAward Outgoing Checklist - NIH
• SubContracts Incoming Checklist - Generic
• SubContracts Incoming Checklist - NIH
• TBD Personnel Pricing Tool
• Transfer an NIH grant, How to

 

FORMS

• At-Risk Account Request Form and Instructions - PPDev Form 1304 FR.01

• Budget Template, Federal
• Budget Template, Non-federal
• Budget Template, Program Project Grant (PPG) (from 10/2011 RAG Meeting)
• Conflict of Interest - Annual Disclosure Form

• Cost Sharing Approval Request Form and Instructions - PPDev Form 1306 FR.01
• IRES Departmental User Access Request Form and Instructions
• IRES Central User Access Request Form and Instructions
• IRES Data Management Request Form - PPDev Form 1304 FR.05 Use this form to report discrepancies between expected data and data appearing on an IRES Departmental Request.
• PI Status Request Form and Instructions - PPDev Form 1310 FR.04
• Pricing Links
• Routing Slip, GCA-GCFA
• SubAward Payment Form
• SubAward Reconciliation Form
• Training Grant Encumbrance Form
• VA Memorandum of Understanding - This form is must be completed annually by any individual who is participating on a Yale sponsored project and who holds a joint Yale/VA appointment and is partially compensated by the VA.
• Yale University Transmittal Form (TranSum) and Instructions - PPDev Form 1304 FR.03

 

 

• IRES: Integrated Research Enterprise Solution