Tag Archives: eGC1

The Attached Documents page includes all the electronic files attached to the eGC1 for routing, approval, and later reference.

Note: Users and reviewers with access to the eGC1 can view all documents.

For details on how to update an existing attachment or upload a new attachment, see eGC1 and Grant Runner Attachments.

Attachment sections:

In this section, upload and attach the documents that will ultimately be submitted to the sponsor. Attaching them to the eGC1 makes them available online to all authorized approvers, including OSP.

Be sure to organize the documents according to the sponsor’s specifications. Use the PDF file format unless the sponsor indicates otherwise.

If there are pages that OSP needs to sign, place those pages in a separate PDF and upload the file in this section.

You can attach a draft version and update it with the final version before indicating that your application is “ready to submit.”

Internal Documents for OSP

In this section, you should attach the documents that OSP needs for compliance reasons or for a better understanding of the information with the grant application.  OSP will not submit these documents to the sponsor. An example is the Cost Share Addendum.

If both OSP and your department reviewers need to view these internal documents, upload them here. Any reviewer can see all of the attached documents regardless of which section they are in.

Internal Documents for Dept/School/College

In this section, you should upload and attach the documents for your reviewers other than OSP.

Any reviewer can see all of the attached documents regardless of which section they are in.

Connected Budget Documents

The Connected Budget Data section links to the current versions of your connected budget and sub budgets. You will see the connected budget and sub budgets, with the budget number, budget type, budget name, and Budget Edit Number. To display a budget in Microsoft Excel, click the budget link.

When your eGC1 and budget are in Composing, Withdrawn, or Returned status, you can modify the data in the budget. The Budget Edit Number will change when you make modifications to the parent budget or any attached sub budgets. When your eGC1 and budget are in Routing or In OSP status, you cannot edit the budget unless you withdraw the eGC1 or OSP returns it.

Once OSP has approved the eGC1, you can edit the linked budget. When you link a budget period to an eGC1, you cannot link it to another eGC1. You can link the budget’s future periods to another eGC1. This allows you to revise the approved budget period and update future periods to reflect changes in funding.

Uploaded by OSP

These documents are uploaded by OSP in support of, or in reference to, this application. You can view the documents from within the eGC1. If the eGC1 is in Returned status, you can update an attachment, but you cannot delete it.

You can view award and administrative documents associated with your application from the Related Attachments section. This includes signed concurrence letters, notification documents from sponsor, agreements, extension approvals, and subaward documents.

Please note that you cannot view compliance documents, and significant financial interest (SFI) documents from Related Attachments.

Note: The Related Attachments list may not include some non-award agreements (NAA). This happens when OSP processes the NAA while the related eGC1 is still in Composing status. If you need to view an NAA that is not available, please contact OSP by email to request the file.

The following information is displayed for each file.

Field Description
Description As entered by the OSP administrator. Common descriptions may include:

  • Fully executed award
  • Signed Concurrence Letter
  • Notification from Sponsor
File Name  The name of the attached file.
Source The type of item and the item number to which the file is attached. Common item types include Funding Actions (FA), Pre-award notifications (PAN), Post Award Changes (PAC), and Subawards (SC).
Version The current version of the file, indicating whether the file was updated.
File Type As indicated by the OSP administrator who processed it. File types included are:

  • Agreement Documents
  • Award Documents
  • Internal (UW) Documents
  • Notification Documents to/from Sponsor.
Attached The date and time the document was attached to the source item. Documents display in reverse chronological order.

System Generated Budget Snapshots (Historical)

The System Generated Budget Snapshots (Historical) section is only displayed for eGC1s with budgets associated or disassociated before April 20, 2011. SAGE previously attached snapshots of the budget as it was when it was associated with or disassociated from an eGC1. To view the snapshots in Microsoft Excel, click the View link.  You cannot remove these documents. The system will not generate new snapshots.

Tip: To take advantage of the new budgeting versioning and integration features, disassociate the associated budget from the eGC1, and then connect your budget. You will see more detailed information in Budget History and be able to view your most current budget information in the eGC1.

When you connect an older budget, the Budget Edit Numbers will start with “1” regardless of how many edits you made before April 20, 2011.

The System to Administer Grants Electronically (SAGE) is the tool that researchers and grant administrators use to prepare proposals for approval and submission to the funding agency. At the UW, the appropriate campus units, compliance offices, and the Office of Sponsored Programs must review and approve all grant and contract proposals.

The Approvals component of SAGE manages the electronic routing of the proposal for approval. It is also used to manage the approvals for Advance Budget Requests for funded proposals.

This guide describes the functionality of the Approvals component for both eGC1 applications and advance budget requests.

The “approval flow” includes all UW individuals, divisions, departments, deans, and/or compliance offices (including OSP), that must review and sign off on a proposal before its submission to the sponsor. Review: How the Flow is Generated.

SAGE automatically routes the proposal to the individuals and units included in the approval flow. The system also sends email notifications of pending approvals to Approvers on campus. OSP uses their SPAERC (Sponsored Projects Administration & Electronic Research Compliance) tasklist to manage proposals waiting for approval. Review: Reviewer Email Notifications.

As a reviewer, you can access the approval flow for an application from the Approvals tab in SAGE. You have the option of viewing a graphical or a textual representation of the approval flow.  If you are a preparer or owner of the eGC1, you can also access the approval flow from the Certify & Route page of the application.

Generally, anyone who appears on the SAGE approval flow is referred to as a reviewer. More specifically, reviewers are either Approvers or Watchers.

Approvers

Watchers

  • Monitor the status of an eGC1; they are not required to approve the eGC1
  • May choose to “mark” the application as Watched
  • May add a comment that then becomes part of the permanent record of the proposal

When you are logged in to SAGE, but have not been actively using the system for 40 minutes, you will see a dialog message indicating that your session will expire in 5:00 minutes. The dialog will continue to count down the time. You have the option to click “Keep Working” to re-activate your session.

If you do not click “Keep Working”, then when the time count reaches zero (0) minutes, your session will expire. Your browser will be redirected to a “session expired” page from which you can log back in to the system you were using. Any unsaved data at the time your session expires will be cleared.

The SAGE system has always timed out after 45 minutes of inactivity. We have now made the timeout more visible so you know that your session has expired, instead of sending you to the tasklist with no explanation.

The following image shows the session timeout dialog, with the time remaining until expiration and the instruction to click “Keep Working” if you want to continue to stay logged in.

sage session timeout dialog

This article covers the following:

Overview

You can use the Sponsor Budget Map page to understand how your SAGE Budget personnel data will initially flow to the RR Detailed Budget form.

In the (01) Salary and Wages section on the Sponsor Budget Map page, you will see one row for each person on your parent budget and any internal sub budgets.

Based on the Project Role you selected for each person in SAGE Budget, each person will map to either the RR Detailed Budget Section A. Senior/Key Person or Section B. Other Personnel.

The columns in this section of the Sponsor Budget Map are:

  • From SAGE Budget: displaying its Expense Type and Project Role
  • To RR Detailed Budget: displaying its Category and Project Role
  • Personnel Order: displaying the relative position in the Section A list for this person. Note: this column is unique to the 01 section.

Initially, you will see the personnel listed in the same Project Role order as on your SAGE Budget. Any personnel from internal sub budgets will display just after those on the parent budget, within each role.

You can adjust the default RR Detailed Budget Project Roles, except for the person who is the PD/PI. In some cases, you can change the default RR Detailed Budget Category (Section A or B).

Optionally, you can change the Personnel Order for those mapped to the RR Detailed Budget Section A by using the “Drag to Re-Order” feature (described below).

For personnel in Section B, in addition to the four default Project Roles, you can create customized ones.

Section A. Senior/Key Persons

When you first view the Sponsor Budget Map page, you will see the personnel listed in the same Project Role order as on your SAGE Budget. Any personnel from internal sub budgets will display just after those from the parent budget, within each role.

example list of personnel

Mapping Rules

The following table defines the initial mapping rules and indicates whether the default value can be edited (changed).

SAGE Budget Project Role RR Detailed Budget Project Role Can the Role Be Edited?
Principal Investigator PD/PI; if there is also an Applicant PI, then this role defaults to Faculty Only if “Faculty” role
Application PI PD/PI No
Co-Investigator Co-Investigator No
Multiple PI PD/PI No
Key Personnel Depends on the 01 sub-object code selected; defined below Yes
Mentor Faculty Yes. Note: You can map this person to Section B, if appropriate
Faculty Faculty No

If you selected Key Personnel for someone’s project role on your SAGE Budget, their sub-object code will determine the default role on the RR Detailed Budget.

01 Sub-Object Codes Project Role on Detailed Budget
10-14 Instruction & Research Faculty Co-Investigator
20-24 Auxiliary Teaching Staff Other Professional
30-34 Graduate School Student Appointments – Teaching Graduate Student
40-44 Graduate School Student Appointments – Non-Teaching Graduate Student
50-54 Postdoctoral Research Trainee Post Doctoral Associates
60-64 Classified Staff Other Professional
70-74 Professional Staff Other Professional
80-87 Temporary Staff Other Professional
88-89 Hourly Undergraduate Students
90-94 Graduate Stipends Graduate Students

As needed, you can change the role. Project Role choices for the RR Detailed Budget form are:

  • Co-PD/PI
  • Faculty
  • Post Doctoral
  • Post Doctoral Associates
  • Post Doctoral Scholar
  • Other Professional
  • Graduate Students
  • Undergraduate Students
  • Technician
  • Consultant
  • Co-Investigator

Drag to Re-Order Feature

You can use this feature to adjust the order of the personnel mapped to Section A of the RR Detailed Budget. The Personnel Order column displays the text “RR Detailed Budget Position” followed by a number, indicating that person’s place in the order.

The Application PI (if present) will display on the first row.  If your budget does not include an Application PI, then the Principal Investigator will be listed first.

After the PD/PI or Application PI (if present), the default order of the personnel entries is by Category (Section A or B) and, within each category, by Project Role with Parent Budget and Sub-Budget personnel grouped together. For example:

  • Multiple PI (parent)
  • Multiple PI (sub budget)
  • Co-Investigator (parent)
  • Co-Investigator (sub-budget)
  • Key Personnel (parent)
  • Key Personnel (sub-budget)

You can use your mouse, or the keyboard, to choose a person’s row to re-order. Move the row up or down to update the position number for that person. Note that the form can list up to eight individuals. Any additional personnel are included in the Additional Senior Key Persons attachment, described below. The PD/PI must be one of the initial eight people listed.

Personnel mapped to Section B will have the note “Not applicable” in the Personnel Order column. You can drag them to a different position on the mapping page, but the next time you view the mapping page, the order will have returned to the Section A personnel followed by those mapped to Section B.

Any changes you make on your connected SAGE Budget or the Sponsor Budget Map page will be reflected on the RR Detailed Budget form when you view it. The ordering of Personnel on both the Sponsor Budget Map page and the RR Detailed Budget form will match the last ordered sequence you created and saved on the Sponsor Budget map page. Any newly entered Personnel, after the initial synchronization, will sort to the bottom of the Sponsor Budget Map page order by default.

Additional Senior Key Persons Attachment on RR Detailed Budget

Section A can display up to eight individuals on the RR Detailed Budget form. You must list any additional personnel in an attachment to the form. When you initially connect your SAGE Budget and Grant Runner application, SAGE will automatically generate and attach the PDF file listing any additional personnel. The file will be named to reflect the budget period. For example, the attachment for Period 3 of your budget will be named “Period_3_Personnel.pdf”. In addition, the system will calculate the Total Funds for Attached Persons value and display it.

Any time you add or remove Section A personnel from your SAGE Budget, or change their order on the Sponsor Budget Map page, the PDF attachment will automatically be recreated to reflect those changes, if necessary.

example view of section a personnel with an attachment

Section B. Other Personnel

Personnel that map to Section B are combined into the appropriate rows, with their data values totaled.

Mapping Rules

If you select one of these SAGE Budget Project Roles, the individual will be added to the corresponding role in Section B.

  • Post Doctoral Associates
  • Graduate Students
  • Undergraduate Students
  • Secretarial / Clerical

On the Sponsor Budget Map page, you can shift personnel with the Post Doctoral Associate role to the A: Senior/Key Persons section. You cannot edit the other project roles from the Sponsor Budget Map page. You would change them on your SAGE Budget.

If you select Other for someone’s project role on your SAGE Budget, that person’s sub-object code will determine the default role on the RR Detailed Budget.

SAGE Budget Personnel Sub-Object Code RR Detailed Budget Project Role Default Value
10-14 – Instruction & Research Faculty Select…
20-24 – Auxiliary Teaching Staff Select…
30-34 – Graduate School Student Appointments – Teaching Graduate Students
40-44 – Graduate School Student Appointments – Non-Teaching Graduate Students
50-54 – Postdoctoral Research Trainee Post Doctoral Associates
60-64 – Classified Staff Secretarial / Clerical
70-74 – Professional Staff Select…
80-87 – Temporary Staff Select…
88, 89 – Hourly Undergraduate Students
90-94 – Graduate Stipends Graduate Students

When “Select…” displays, you can choose one of the four existing Section B roles listed above, or you create up to six different, customized roles.

Create a Customized Personnel Project Role

Click on “Select…” in the drop-down menu and choose “Other…”

personnel row showing select in drop-down

A dialog will display where you can enter the customized name of your project role for Section B. Click Save to return to the Sponsor Budget Map page. The new project role will appear, followed by an Edit link.

create custom project role dialog

Once you have added a customized role, it will appear in the drop-down so that you can choose it for additional personnel. If you edit the customized role, your changes will apply to all personnel with that role.

RR Detailed Budget Personnel Data Sources

Section A. Senior/Key Persons

The following table describes the source data for each RR Detailed Budget field in Section A.

RR Detailed Budget Field Data Source
Name SAGE Budget: First, Middle and Last Name
Project Role Sponsor Budget Map: Project Role
Base Salary ($) SAGE Budget: Line Setup Starting Monthly Salary * 12 (annualized) * the inflation rate for the period
Calendar Months SAGE Budget: if Calendar is checked on Line Setup; from Update Periods: Person Months
Academic Months SAGE Budget: if Academic/Summer is checked on Line Setup; from Update Periods: Academic Person Months
Summer Months SAGE Budget: if Academic/Summer is checked on Line Setup; from Update Periods: Summer Person Months
Requested Salary ($) SAGE Budget: from Worksheet (01 item) period amount or Update Periods: Period Total Salary
Fringe Benefits ($) SAGE Budget: from Worksheet (07 item) period amount or Update Periods: Total Benefits
Funds Requested ($) System calculated: Requested Salary plus Fringe Benefits

Section B. Other Personnel

The source data for each RR Detailed Budget field in Section B is the same as that for Section A. In this section, the values for a given row are a sum of the values for all personnel with that specific Project Role.

  • Number of Personnel: the total number of personnel with the specific Project Role
  • Project Role: the first four rows are the fixed project roles; any custom roles you create will appear below these. There is a maximum of 6 custom roles.
  • Calendar, Academic, Summer Months: the sums of each type of person months for personnel with the specific Project Role.
  • Requested Salary ($): the sum of all Requested Salaries for personnel with this Project Role
  • Fringe Benefits ($): the sum of all Total Benefits for personnel with this Project Role
  • Funds Requested ($): System calculated: Requested Salary plus Fringe Benefits

This page contains the following sections.

Overview

The Sponsor Budget Map page shows where the expenses from your connected SAGE Budget will flow to on the RR Detailed Budget form.

A link to the Sponsor Budget Map page will appear on the left navigation menu once you connect your SAGE Budget to your Grant Runner application and the RR Detailed Budget form is either mandatory for your opportunity, or you have selected it.

Use the Sponsor Budget Map page when you have expenses that are not mapped to default fields on the RR Detailed Budget form, or you need to adjust the defaults. A red exclamation “validation icon” will display if you need to complete any mappings.

Note: The Sponsor Budget Map page does not show dollar amounts. It shows you how the various expenses on your budget are categorized for the RR Detailed Budget form. For some expenses, you can use the Sponsor Budget Map to change where and how your data displays on the RR Detailed Budget form.

The following image shows the Sponsor Budget Map link on the left navigation menu.

left navigation partial view with sponsor budget map highlighted

Note: If the budget you connect does not yet contain any expenses (costs), you will see an alert message. It reads “Whoops! You connected a budget with no expenses. Navigate to your SAGE Budget to add expenses.”

The following image shows the message.

sponsor budget map page alert for no expenses

Data Synchronization

After the initial connection of your SAGE Budget and Grant Runner application, any data changes you make to your SAGE Budget will be synchronized with both the RR Detailed Budget form and Sponsor Budget Map page. Any changes you make on the Sponsor Budget Map page will be reflected on the RR Detailed Budget form when you view it.

Your data changes will also be reflected in the PDF generated when you select View Grant Runner forms (PDF) on the left navigation menu.

Using the Sponsor Budget Map

The Sponsor Budget Map page initially shows where the SAGE Budget expenses will appear, by default, on the RR Detailed Budget. Where editable, you can choose to shift those expenses to a different category on the RR Detailed Budget. You can also specify the order of the personnel entries for Section A. Senior/Key Persons.

The Map page includes a link to your budget, just above the first section, that displays the budget number and title. For example: “B32836 Guide: Example Budget” as shown in the following image.

link to budget highlighted

Below the link, there is a section for each expense type (object code) on your connected SAGE Budget. By default, the sections are all collapsed when you first view the page. You can “Expand All” sections or just individual ones.

The sections you see will match those where you have entered data in your parent SAGE Budget and any sub budgets. The possible sections are:

General Section Layout

SAGE Budget data is displayed on the left side of the page, in the same order as your SAGE Budget. The RR Detailed Budget expense category to which the expense will be mapped is shown on the right side.

Each section will display a status icon to indicate the status of the data within the section. A red exclamation point indicates that there are one or more expenses from your SAGE Budget that you need to map to an RR Detailed Budget category or sub-category. A green check mark indicates that all mappings are resolved. The Participant/Trainee Support Costs section shows a gray check mark icon if one or more of the optional mappings are unresolved.

The following images show examples of each type of status icon: green, red, and gray.

example of green check mark icon

example of red exclamation point icon

example of gray check mark icon

Adjust Expense Categories

You can change a number of SAGE Budget expense categories from the default value to another category on the RR Detailed Budget. Use the drop-down menus in the right-hand column to make changes to the default mapping between SAGE Budget and the RR Detailed Budget form. Some selections are grayed-out to indicate that the SAGE Budget object code cannot be mapped to that selection. For example, Travel costs cannot be assigned to Other Personnel.

Create Customized Categories

For some expenses that map to Section F: Other Direct Costs, there is no default sub-category. You must make a selection. These expenses are:

  • Supplies & Materials 05-47, 05-48
  • Student Aid 08-00, 08-02, 08-05
  • Unallocated 38-00

You can either select one of the existing sub-categories, or create a customized one. You can add up to 3 custom (user defined) sub-categories for Section F.

Click on “Select…” in the drop-down menu and choose “Other…” You made need to scroll down the list.

sponsor budget map expense with required sub-category

A dialog will display where you can enter the customized name of your sub-category. Click Save to return to the Map page. The new sub-category will appear, followed by an Edit link.

create custom sub-category dialog with example text

Once you have added a customized sub-category, it will appear in the drop-down so that you can choose it for additional expenses. If you edit the name of your customized sub-category, all items you associated with that sub-category will be updated.

sponsor budget map sub-category drop-down with custom entry

Participant Support Costs

You can change some SAGE Budget expense items from the default mapping value to Section E. Participant/Trainee Support Costs.

Note: If you have any Participant Support Costs, you must use the section at the end of the Sponsor Budget Map page to indicate the associated numbers of participants for those budget periods.

(01) Salaries and Wages

This section has some unique characteristics, so it is described in its own article Sponsor Budget Map: (01) Salaries and Wages.

(02) Service Contracts

sponsor budget map section 02

  • By default, the expenses for this object code, on a parent budget or internal sub budget, will map to Section F. Other Direct Costs, subcategory Consultant Services.
  • You can change the RR Detailed Budget Category to either D. Travel, or E. Participant/Trainee Support Costs.
  • Within this category you can select the appropriate subcategory for your expense item.

(03) Other Contractual Services

example view of section 03

  • By default, the expenses for this object code, on a parent budget or internal sub budget, will map to Section F. Other Direct Costs. The default subcategory depends on the SAGE Budget sub-object code for the expense. Consult the table below.
  • Generally, you can change the RR Detailed Budget Category to either D. Travel, or E. Participant/Trainee Support Costs. The exception is an 03-62 expense, a subcontract sub budget. You cannot change its mapping.
SAGE Budget Sub-Object Code Default RR Detailed Budget Subcategory
00, 01, 02, 08, 11, 12, 13, 19, 20, 21, 23, 25, 26, 28, 29, 33, 34, 35, 39, 40, 41, 42, 43, 44,  47, 48, 49, 50, 51, 53, 56, 62, 64, 69, 71, 72, 92, 95, 99 Subawards/Consortium/Contractual Costs
04, 06, 14, 22, 45, 46, 57, ADP/Computer Services
24, 27, 30, 32, 36, 37, 38, 75 Custom – entered by user
58, 59 Publication Costs
60 Alterations and Renovations
80, 81, 85, 87, 89, 91 Equipment or Facility Rental/User Fee

(04) Travel

example view of section 04

  • By default, the expenses for the (04) Travel object code, on a parent or internal sub budget, will map to Section D. Travel on the RR Detailed Budget form. The expense will map to either Domestic Travel Cost or Foreign Travel Cost, depending on your SAGE Budget Destination choice.
  • You can change the RR Detailed Budget Category to E. Participant/Trainee Support Costs. The subcategory will default to Travel.

(05) Supplies & Materials

sponsor budget map section 05

  • By default, the expenses for this object code, on a parent budget or internal sub budget, will map to Section F. Other Direct Costs, with the subcategory of Materials Supplies.
  • You can change the RR Detailed Budget Category to E. Participant/Trainee Support Costs, except for sub-object codes 47 and 48 “Non-Capitalized Equipment”.
  • Within the category you can select the appropriate subcategory for your expense item.

(06) Equipment

sponsor budget map section 06

  • The expenses for this object code, on a parent budget or internal sub budget, will map to Section C. Equipment, and you cannot change the mapping.
  • Additional Equipment Items Attachment
    • Section C. Equipment on the RR Detailed Budget form can display up to ten items. Any additional items must be included in an attachment to the form. When you initially connect your SAGE Budget and Grant Runner application, SAGE will automatically generate and attach the PDF file listing any additional equipment items, as needed. The file will be named to reflect the budget period. For example, the attachment for Period 3 of your budget will be named “Period_3_Equipment.pdf”.
    • Any time you add or remove equipment items from your SAGE Budget, the PDF attachment will automatically be recreated (or removed) to reflect those changes, as needed.

(08) Student Aid

sponsor budget map section 08

  • By default, the expenses for this object code, on a parent budget or internal sub budget, will map to Section F. Other Direct Costs. You will need to select a sub-category on the Sponsor Budget Map page, or create a custom one.

(10) Capital Projects

sponsor budget map section 10

  • The expenses for this object code, on a parent budget or internal sub budget, will map to Section F. Alterations and Renovations, and you cannot change the mapping.

(19) APL

sponsor budget map section 19

  • The expenses for APL Prorated Direct Costs (PDC), on a parent or internal sub budget, will map to Section H. Indirect Costs
  • The non-PDC expenses will map to section F: Other DIrect Costs. You will need to select a sub-category on the Sponsor Budget Map page, or create a custom one.

(38) Unallocated

sponsor budget map section 38

  • By default, the expenses for this object code, on a parent budget or internal sub budget, will map to Section F. Other Direct Costs.You will need to select a sub-category on the Sponsor Budget Map page, or create a custom one.
  • You can change the sub-category to any value for Section F, except Subaward/Consortium/Contractual Costs.
  • You can also change the RR Detailed Budget Category to either D. Travel or E. Participant/Trainee Support Costs.

(25) Facilities and Administrative

sponsor budget map section 25

  • The expenses for this object code, on a parent budget or internal sub budget, will map to Section H. Indirect Costs, and you cannot change the mapping.
  • The RR Detailed Budget form allows a maximum of four distinct indirect cost base/rate rows.

Participant/Trainee Support Costs

sponsor budget map participant trainee support costs section

  • Use this section to indicate how many participants and/or trainees there are for each period.
  • There will be an entry field for each period.
  • If there are not any participants in a period, leave the field blank.

May 2018 Compliance Release 2

New Non-Fiscal Compliance page

The eGC1 Compliance Questions and Explanations pages have been replaced by a new page called Non-Fiscal Compliance. This consolidation provides a more streamlined experience for preparers and reviewers.

Updated questions reflect current institutional needs, with improved clarity in mind.  Links to supporting guidance have been added to assist preparers in understanding the policies and regulations behind each question. You can review the updated questions by visiting this page..

Design improvements make the page easier to navigate and gauge progress toward completion.

human subjects with H S 1 C answered yes

eGC1s that are in routing at the time of this release will display the old compliance questions that existed when the eGC1 was initially routed.

However, any eGC1 that is returned or withdrawn after the release will be reset with the new compliance questions. Answers to the previous questions will no longer display. Plan for additional time to re-complete that page in case a return or withdrawal is necessary.

Zipline and Hoverboard linked to eGC1

Human Subject (Zipline) and Animal Use (Hoverboard) protocols can now be linked to your eGC1. Searching by IRB Application Number or IACUC Protocol Number will allow you to pull in real-time information, reducing manual back-and-forth between systems and improving the accuracy of protocol details in SAGE.

animal use section with hoverboard protocol

Improved Collaboration

Send page link to PI, Reviewers

From any standard eGC1 page (excluding Grant Runner forms), the URL is now a direct link that you can copy and share with others who have access to that eGC1. This will be particularly useful when collaborating with the PI on completing the Non-Fiscal Compliance page.

direct U R L for e G C 1 page

Multi-User Editing (limited)

Currently, only one person can edit an eGC1 at a time. However, the Non-Fiscal Compliance page can now be edited, even while someone else is working in other areas of the eGC1. This will avoid situations where the PI could be blocked from contributing to the Non-Fiscal Compliance page while the administrator is currently editing other areas of the proposal.

Use this section to provide information about tangible items involved in a project, such as equipment and biological materials. This information helps reviewers understand export control and budgetary implications as well as informing protections that need to be in place for any sharing of tangible items outside UW. Contact Equipment Inventory Office with specific questions about fabricating equipment, or email exports@uw.edu for guidance on export controls.

As with other eGC1 pages, you can partially complete your entries and save the eGC1. You must complete the required fields before you route your eGC1 for approval.

Select Start Section to open the section initially, and then Edit Section to add or update existing data.

E-1. Will equipment be fabricated by the UW on this project?

Answer: Yes or No

Note: if the fabrication is being performed entirely by a non-UW entity (that is, a subcontractor), answer “No”.

E-2. Will the project involve the export of hardware, equipment, specimens, goods, software or monies?  (excludes personal-use laptops)

Answer: Yes, No, or Unknown

Note: Answer “No” for personal-use laptops unless the laptop contains any military or space technical data, or if the only international transactions are for travel expenses.

E-2A displays if E-2 = Yes

E-2A. Describe the items/materials

Answer: enter a description

 

E-2B displays if E-2 = Yes

E-2B. Add one or more destination countries

Answer: search for by name, and select the appropriate countries

M-1. Will University-owned biological materials be provided to non-UW parties, including sponsor?

Answer: Yes or No

Note: Materials include (but are not limited to) cell lines, cultures, bacteria, nucleotides, proteins, transgenic animals, pharmaceuticals, or chemicals.

April 2018 SAGE Grant Runner Release

SAGE Grant Runner

NIH Required Fields Added to HSCT

To assist researchers in filling out the Human Subjects & Clinical Trials (HSCT) form, NIH required fields are now indicated with an asterisk and red highlighting. These same fields will have validation messages when the user clicks “Show Form Errors” at the top of the form. All NIH errors and validations will continue to show when the full application is checked by clicking “Check for Errors” in the left navigation of SAGE.

eGC1 Data Sync Improvements with Grant Runner Forms

To help prevent data inconsistencies when multiple browser sessions are open, the data sync between the eGC1 and Grant Runner forms has been improved.  When you make updates to information in the eGC1 that flows through to Grant Runner forms, those updates will now automatically sync with each save/refresh of the eGC1.

Improved Accessibility for  Keyboard and Tab Order Functionality

To meet accessibility standards, all Grant Runner forms are now accessible using keyboard only functionality.  In addition, tab order has been improved to be more logical and intuitive, reducing the number of times the user has to press the tab key.  

Error Messages Enhanced

Question numbers have been added to error messages on all Grant Runner forms. This update will help users quickly identify the specific error within a form.  This will be especially helpful for longer forms such as the new Human Subjects & Clinical Trials form.

Applications

On the Non-Fiscal Compliance page, in the Data & Technology section, if you answer Yes to questions D-2 and/or D-4, the system will automatically add a hold for Export Control. The hold will be added when the eGC1 reaches In OSP status.

Funding Actions

When OSP creates a child Funding Action (FA) for an awarded eGC1, the system will automatically create compliance holds, if appropriate.

The system applies automatic holds to the FA based on the conditions in the following chart.

Compliance Hold Due to
Administrative Support Budget & Fiscal Compliance page: question F2 = Yes
F&A Budget & Fiscal Compliance page: question F1 = Yes
IRB Approval Non-Fiscal Compliance page: question HS-1 = Yes
Cost Share Budget & Fiscal Compliance page: question F3 = Yes
Fed Flow-Through Details page has an Originating Sponsor listed with a Sponsor Type of Federal Government
SFI/FCOI One or more investigators on the PI, Personnel, & Organizations page has an SFI value of Yes or Unknown
Export Control Non-Fiscal Compliance page: if Yes for any one of questions E-2, D-1, D-2, D-3, D-4.
IACUC Non-Fiscal Compliance page: question AU-1 = Yes
PHS Training One or more investigators on the PI, Personnel, & Organizations of a PHS-sponsored eGC1 has either not done the FCOI training or the training has expired.
Top