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Sponsored Programs Principal Investigators Manual


PI ManualSponsored Programs Principal Investigators Manual (PDF - ~1.6 MB)

The Sponsored Programs Principal Investigators Manual contains the following information:

Section I. An Introduction to Sponsored Programs at Colorado State University
   Sponsored Programs Role and Mission

Section II. Research Initiation
   Research Opportunity Information Collection
   Presentation and Meetings

Section III. This Section was Intentionally Left Blank

Section IV. Other University Service Units Available to the Researcher

Section V. Proposal Submission Policies and Procedures
   University Policy on Submission of Proposals for Institutional Support
   Who May Serve as a Principal Investigator
   Notice of Intent to Submit a Proposal
   Role of Research Associate Deans
   Internal Approval of Proposals
   Restricted Proposal Solicitations
   Submission of Preliminary Proposals (Pre-Proposals)
   Submission of Proposals to Business, Industry, and Private Foundations
   Non-Exchange (Gift) Transaction
   Submission of Applications for Awards to Individuals
   Acquisition & Submission Instructions for Requests for Proposals (RFPs)
   Early Planning
   Preparing the Proposal Budget
   Budgets for Non-Federal Sponsors (SP-1B)
   Other Important Considerations
   Certifications and Representations
   Services Provided by Sponsored Programs
   Copying and Mailing Instructions
   Sponsor Review of Proposals
   Addendum - Electronic Submission on Grants.gov

Section VI. Regulatory Approvals

Section VII. Facilities & Administrative Costs and Fringe
   What are Facilities & Administrative Costs
   How is the F&A Rate Determined
   Elements (Cost Pools) of the F&A Rates
   Distribution Basis for Recovering F&A
   Guidelines for Assigning Sponsored Activities to F&A Categories
   Instruction
   Research
   Other Sponsored Activities
   Off-Campus Activities
   University Policy on F&A Recovery
   Potential Criteria for the University’s Contribution of Some or All of the F&A
   Criteria
   How are F&A Rates Established for Each Project?
   Implementing Changes in F&A Rates
   Colorado State University Research Support Plan
   Fringe Benefits
   Addendum

Section VIII. Cost Sharing

   Colorado State University Cost Sharing Policy
   Leveraging Funds: Presentation of Associated Projects
   VPR Commitments to Cost Sharing Associated with a Proposal and/or the Acquisition of Major Equipment
   General Characteristics of an Approved Cost Share Request
   Information to be Submitted by the Department, Through the College, to the Office of the Vice President for Research
   Mechanics of Transfer
   Sponsor Salary Caps
   Creation of Cost Share Accounts
   Allocating Funds to Cost Share Accounts
   Cost Sharing from Facilities and Administrative (F&A) Costs Only
   Cost Sharing Among 5-3 Accounts
   Cost Share Commitments Requiring Special Documentation in Lieu of Dedicated Cost Share Accounts
   Monitoring Cost Share Commitments

Section IX. Conducting the Funded Project
   Initiating the Project
   Senior Research Administrators
   Research Administrators
   Sponsored Programs Accounting Staff
   Financial Business Manager
   Principal Investigator Files
   Department Files
   Information Sources
   Signatures Required to Expend Project Funds
   Advance Project Number Request
   Program Income
   Requirements for Sponsor Approvals
   Federal Demonstration Partnership
   Costs Principles
   Cash Transactions
   Disbursements from Petty Cash
   Subcontracting
   Monitoring the Financial Status of a Project
   Cost Transfers
   Over-Expenditures
   No-Cost Extensions
   Cost-of-Education and Institutional Allowance Funds
   Reporting to the Sponsor
   Financial Reporting
   Project Completion Notice
   Project Closeout
   Records Retention
   Project Audits
   Disallowances

Section X. Public Release of Project Information
   Confidentiality of Grant and Grant Applications

Section XI. Patent/Copyright Policies and Procedures
   Colorado State University Patent Policy
   The Disclosure Process
   Distribution of Royalties
   What is Patentable?
   Copyrights

Section XII.  Ethics in Sponsored Programs (CURRENTLY UNDER REVISION)
   Misconduct in Science
   Misconduct in Science Administrative Procedures: Interim Policy
   Definitions
   Roles and Responibilities
   General Matters
   Procedures
   Other Issues
   Misconduct in Science Procedures – Chart
   Conflict of Interest on Sponsored Programs
   Conflict of Interest on Outside Activities

Section XIII.  Cost Principals (CURRENTLY UNDER REVISION)