cprit grants management system (cgms) user guide for …
TRANSCRIPT
Rev 4/28/14 CGMS User Guide for CPRIT Grantees p.1/71
C P R I T G r a n t s
M a n a g e m e n t S y s t e m
( C G M S )
U s e r G u i d e
f o r G r a n t e e s
Rev 4/28/14 CGMS User Guide for CPRIT Grantees p.2/71
TABLE OF CONTENTS
Table of Contents APPENDIX A PROGRESS REPORTS FOR RESEARCH, PRODUCT DEVELOPMENT AND PREVENTION GRANTS ............................................................................................................................................ 4 APPENDIX B QUARTERLY PROGRESS REPORTS FOR PREVENTION GRANTS .................................... 4 1. INTRODUCTION ........................................................................................................................... 7 2. USING CGMS .............................................................................................................................. 19 3. SUMMARY OF KEY FEATURES OF CGMS .................................................................................... 46 4. CONTACT INFORMATION .......................................................................................................... 46 APPENDIX A ANNUAL AND FINAL PROGRESS REPORTS FOR RESEARCH, PRODUCT DEVELOPMENT, AND PREVENTION GRANTS ................................................................................. 48 APPENDIX B QUARTERLY PROGRESS REPORTS FOR PREVENTION GRANTS .................................. 59
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LIST OF FIGURES
Figure 1 Overview of Grants Phases
Figure 2 General workflows for grants in the initiation stage
Figure 3 General workflows for grants in the duration stage
Figure 4 CGMS Home page and main tabs
Figure 5 CGMS Home page and main tabs for Authorized Signing Official
Figure 6 CGMS home page—key sections
Figure 7 CGMS home page—Delegate Tasks for Selected Grant(s)
Figure 8 My Correspondence page
Figure 9 To Do List page
Figure 10 Example of “Complete Web Form” action
Figure 11 Example of “verified as accurate” action on Web form
Figure 12 Example of “Verify Information” action
Figure 13 Example of approval of a verify information approval action
Figure 14 Search for Grants
Figure 15 My Grants display
Figure 16 Grants page
Figure 17 Grant Information subtab
Figure 18 Contacts subtab
Figure 19 Documents & Forms subtab
Figure 21 Correspondence subtab
Figure 22 Correspondence popup text box
Figure 23 Budget & Financial Status Reports subtab
Figure 24 Budget Summary subtab
Figure 25 Details Year 1 subtab
Figure 26 Personnel Level of Effort subtab
Figure 27 Financial Status Reports subtab
Figure 28 FSR form
Figure 29 Payments subtab
Figure 30 Request for Advancement of Funds Web form
Figure 31 Other Financial Reports subtab
Figure 32 Revenue Sharing Form
Figure 33 Single Audit Determination Form
Figure 34 HUB report form
Figure 35 Annual Inventory Report
Figure 36 Progress Reports subtab
Figure 37 Example of progress report sections listed as horizontal subtabs (Research final report)
Figure 38 Example of submit page for progress reports (Research annual report)
Figure 39 Change Requests subtab
Figure 40 Change requests dropdown menu
Figure 41 Change Requests action page
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Figure 42 Manage Organizations
Figure 43 Auto Delegation (Out of Office)
Figure 44 Organization Authorized Signing Officials
Figure 45 Organization Authorized Signing Officials
Figure 46 Organization Authorized Signing Officials
Figure 47 Organization ASO’s Change Request History
Figure 48 Organization ASO’s Change Request History
APPENDIX A PROGRESS REPORTS FOR RESEARCH, PRODUCT DEVELOPMENT AND
PREVENTION GRANTS
Figure A1 Key Accomplishments subtab display (read-only)
Figure A2 Summary of Goals and Objectives subtab display
Figure A3 Summary of Goals and Objectives – Final Report subtab display
Figure A4 Client Stories and Quotes subtab display (Prevention progress report – read-only
Figure A5 Materials Produced subtab display
Figure A6 Publications subtab display
Figure A7 Abstracts and Presentations subtab display
Figure A8 Patents subtab display
Figure A9 Economic Impact subtab display
Figure A10 Supporting Documents subtab display
Figure A11 Review and Submit subtab display
APPENDIX B QUARTERLY PROGRESS REPORTS FOR PREVENTION GRANTS
Figure B1 Instructions subtab display
Figure B2 People Reached subtab
Figure B3 People Served subtab
Figure B4 People Educated – Actions Taken subtab
Figure B5 Clinical Services subtab
Figure B6 Abnormal Screening Results subtab
Figure B7 Precursors or Cancers Detected subtab
Figure B8 Professionals Reached subtab
Figure B9 Professionals Educated subtab
Figure B10 Professionals Educated –Actions Taken subtab
Figure B11 Project Narrative subtab
Figure B12 Review and Submit subtab
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LIST OF TABLES
Table 1 Summary of Grantee Roles
Table 2 Summary of Required Documents and Actions for the Initiation Phase
Table 3 Summary of Required Documents and Actions for the Duration Phase
Table 4 Detailed Description of Types of Change Requests
Table 5 Summary of Required Documents and Actions for the Closeout Phase
Table 6 Summary of Required Documents and Actions for the Postcloseout Phase
Table 7 CGMS functions during the closeout stage
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VERSION HISTORY
Rev 4/28/14 Release of CGMS User Guide for CPRIT Grantees
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1. INTRODUCTION
1.1 System Overview
The Cancer Prevention and Research Institute of Texas (CPRIT) Grants Management System (CGMS) is
used during the lifecycle of funded grants. CGMS is a Web-based system and its URL is
https://cpritgrants.org. The main functions of CGMS are to do the following:
Store, maintain, and manage grant records and required documents
Report scientific and financial progress of grants
Indicate payments to grantees
Manage changes to grants
Facilitate communications about grants
General attributes of CGMS include user-friendly navigation, execution of action items, and access of
materials, specifically the following:
Integration of the application receipt system and postaward grants management system
“To Do” list with specific action items for the user
Use of Web forms instead of document uploads
Radio buttons to verify information
Passwords used to approve information, similar to electronic signature
Automatic notification of the next user in a workflow when a step is completed
Automatically triggered document/Web form loading
Easy retention and access of all submitted forms for CPRIT and for grantees
1.2 People involved
Grantees
Each grant has three required roles: Principal Investigator/Project Director (PI/PD)/Applicant, Authorized
Signing Official (ASO), and Grants Contract/Office of Sponsored Projects Official (GC/OSPO). Additionally,
the optional roles of Co-PI, alternate submitter, and alternate ASO may be assigned to a grant. These
optional roles work with the PI/PD/Applicant and the ASO (Table 1).
PI/PD/Applicant
The PI, PD, or Applicant is the individual responsible for the scientific, technical, or programmatic
aspects of the project as well as for day-to-day management. The Research program uses the term “PI,”
the Prevention program uses “PD,” and the Product Development program uses the term “Applicant.”
Authorized Signing Official
The ASO is the designated representative of the applicant/recipient organization with authority to act on
the organization’s behalf in matters related to the application and for administration of a CPRIT funding
award.
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The ASO’s signature also indicates the organization’s agreement that it will assume the obligations
imposed by applicable State and Federal law and other terms and conditions of the award, including any
assurances, if an award of CPRIT funds is made.
Grants Contract/Office of Sponsored Projects Official
The GC/OSPO is a designated person from the grantee organization that manages the grant after an
award is made.
Table 1. Summary of Grantee Roles
Role Required or
Optional Role How Role Set Description / Roles
PI, PD, Applicant
Required Set when a user is imported from CARS or invited to be part of a grant.
A user with a role of PI, PD, or Applicant is the primary person from the organization who will be conducting and directing the research, prevention, or product development program.
Co-PI, Co-PD, Co-Applicant
Optional Set when a user is imported from CARS or invited to be part of a grant.
A user with a role of Co-PI, Co-PD, or Co-Applicant assists the primary PI/PD/Applicant in performing the work for the grant.
Alternate Submitter
Optional
Set when a user is imported from CARS or invited to be part of a grant.
A user with a role of alternate submitter acts on behalf of the PI/PD/Applicant.
ASO Required Set when a user is imported from CARS or invited to be part of a grant.
A user with a role of ASO is a person who has signature authority for an organization and can commit an organization to do work (also called authorized certifying official).
Alternate ASO Optional Set when a user is imported from CARS or invited to be part of a grant.
A user with a role of alternate ASO is a person who acts on behalf of the ASO.
GC/OSPO Required Set when a user is imported from CARS or invited to be part of a grant.
A user with a role of GC/OSPO is a person from the grantee organization that manages the grant after an award is made.
CPRIT
Grantees will interact with three major people at CPRIT—the Contracts Manager, Grants Manager, and
Financial Officer.
Contract Manager: Manages the contractual aspects of a grant
Grants Manager: Manages the technical aspects of a grant
Financial Officer: Manages the financial aspects of a grant
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1.3 Phases of awards and associated documents
The three phases of the award cycle are initiation, duration, and closeout. Each phase has associated
documents that may be required from all award recipients or a particular group of awardees.
Figure 1. Overview of Grants Phases
1.3.1 Initiation
The initiation phase includes documents needed to execute the contract, including scope of work,
budget, and assurances and certifications. It ends after the negotiation step is complete (Figure 1).
1.3.1.1 Key people
Documents needed for contract initiation require ASO approval. The PI and GC/OSPO may also
participate in reviewing and modifying documents. However, final approval is required from the ASO
(Figure 2).
Figure 2. General workflows for grants in the initiation stage
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1.3.1.2 Documents
Table 2 summarizes documents provided during the initiation phase.
Applicable to all awardees
Base Contract
The base contract details the terms and conditions of the contract, including definitions, payment
process, and time period.
Attachment A – Scope of Work
Attachment A details the scope of work, goals and objectives timelines, abstract, and summary for the
project. The Scope of Work serves to allow for the addition, modification, or removal of any goals and or
objectives that were imported from the original Application ID. Once these components are approved by
CPRIT, the Attachment A is generated.
Budget (Attachment B)
The budget contract Web form shows the breakdown of budget categories by year or milestone as well
as the personnel level of effort. Once the budget is approved by CPRIT, Attachment B is generated.
Attachment B provides a record of the approved budget.
Attachment C1 – Assurances and Certifications
Attachment C1 details the assurance and certifications required by the organization, including those in
accordance with the NIH Grants Policy Statement, confidentiality guidelines, and regulatory certificates.
Attachment C2 – Matching Compliance Certification
Attachment C2 is required for all Programs’ award recipients. The grantee must report the award
budget, the entity/institution's dedicated funds (estimated at the time of contract), and the actual "Non-
CPRIT" funds expended during Contract Year 1 according to the cancer research categories shown on
the form.
Attachment D – Intellectual Property/Revenue Sharing
Attachment D details CPRIT requirements for ownership and intellectual property protection,
commercialization, licensing, and revenue sharing.
Attachment E – Reporting Requirements
Attachment E details the reporting requirements, including the types of reports, the content of reports,
and the timelines for reports.
Duplication of Effort and Project Overlap Form
This Web form indicates whether the PI/PD/Applicant has received other grant funding for some or all of
the research or services that are the subject of the award.
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Negotiate Personnel Level of Effort Form
This Web form indicates Senior/Key Persons and Other Personnel and each individual’s level of effort for
the project.
Applicable to specific situations
Contract Amendment Change Request (Attachment F)
The contract amendment change request is used to request amendments to the contract. Once CPRIT
approves a contract amendment change request, Attachment F is generated. Attachment F provides an
official record of the approved contract amendment.
Table 2. Summary of Required Documents and Actions for the Initiation Phase
Document Required for Action Type
Action Required by ASO
Action Required by PI/PD/Applicant
Action Required by GC/OSPO
Dates
Base Contract All awardees View and verify
Review and submit
Optional review Optional review
Initiation of contract
Attachment A – Scope of Work
All awardees View and verify
Review and submit
Review and modify as needed
Optional review
Initiation of contract
Negotiate Budget Summary (approved budget becomes Attachment B)
All awardees Complete web form
Review and submit
Review and modify as needed
Optional review
Initiation of contract
Attachment B (record of approved budget)
All awardees View Optional review
Optional review Optional review
Initiation of contract after budget negotiations (or duration for subsequent changes)
Attachment C1 – Assurances and Certifications
All awardees View and verify
Review and submit
Optional review Optional review
Initiation of contract
Attachment C2 – Matching Compliance Certification
All awardees Complete Web form
Review, modify as needed, and submit
Optional review Optional review
Initiation of contract
Attachment D – Intellectual
Select awardees, as
View and verify
Review and
Optional review Optional review
Initiation of contract
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Property/Revenue Sharing
applicable submit
Attachment E – Reporting Requirements
All awardees View and verify
Review and submit
Optional review Optional review
Initiation of contract
Contract Amendment Request Form (approved request becomes Attachment F)
Select Awardees, as applicable
Complete Web form
Review and submit
Review and modify as needed
Optional review
Initiation or duration of contract
Attachment F (contract addendum)—record of approved Contract Amendment
Select Awardees, as applicable
View Optional review
Optional review Optional review
Initiation or duration of contract (after amendment request is approved)
Duplication of Effort and Project Overlap Form
All awardees Complete Web form
Review and submit
Review and modify as needed
Optional review
Initiation of contract
Negotiate Personnel Level of Effort
All awardees Complete Web form
Review and submit
Review and modify as needed
Optional review
Initiation of contract
1.3.2 Duration
The duration phase of the award cycle is the period between the initiation and end of the award. This is
the period when work on the project is performed.
1.3.2.1 Key people
Progress reports and financial status reports require PI and ASO approval. The Co-PI, GC/OSPO, and
alternate ASO may also participate in reviewing and modifying documents (Figure 3).
Figure 3. General workflows for grants in the duration stage
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1.3.2.2 Documents
Table 3 summarizes documents provided during the duration phase.
Applicable to all awardees
Financial Status Reports (FSR)
All award recipients must complete financial status reports (FSRs). FSRs are due quarterly, within 90
days of the end of the fiscal quarter.
Progress reports
All award recipients must submit annual and final scientific or programmatic progress reports.
Additionally, all Prevention awardees must submit quarterly programmatic progress reports. These
reports detail progress, challenges, outcomes, and inventions during the reporting period. The reporting
schedule for each award is specified in the award contract. Annual reports are due within 60 days after
the anniversary of the contract effective date. Final reports are due within 90 days after the contract
termination date.
Annual Inventory Report Form
The annual inventory report is a report of all equipment purchased with CPRIT award funds that have a
unit cost more than $5,000. The annual inventory report is due annually within 60 days after the
anniversary of the contract effective date, and the final annual inventory report is due within 90 days
after the contract termination date. It is required to be submitted annually.
Historically Underutilized Business (HUB) Form
The historically underutilized business report summarizes the expenditures made by grantees to entities
certified by the State of Texas as Historically Underutilized Business (HUB). The historically underutilized
business report is due annually within 60 days after the anniversary of the contract effective date, and
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the final historically underutilized business report is due within 90 days after the contract termination
date. It is required to be submitted annually.
Single Audit Determination Form
The single audit certification form provides information on an organization’s single audit or program-
specific audit status related to financial Federal and/or State awards in excess of $500,000. The single
audit determination report is due annually within 60 days after the anniversary of the contract effective
date, and the final single audit determination report is due within 90 days after the contract termination
date. It is required to be submitted annually.
Revenue Sharing Form
The revenue sharing form provides information on an organization’s PI and reports to CPRIT any monies
they are making due to this grant. Note that only one revenue sharing form can be open at a time. The
revenue sharing form is due annually within 60 days after the anniversary of the contract effective date,
and the final revenue sharing form is due within 90 days after the contract termination date. It is
required to be submitted annually.
Matching Compliance Certification Form (also known as Attachment C Part 2)
The matching compliance certification form provides information on an organization’s encumbered and
unencumbered funds and reports all monies allocated for the CPRIT grant’s research for the year ahead.
The matching compliance certification form is due annually within 60 days after the anniversary of the
contract effective date.
Applicable to specific situations
Amendments and Change Requests
Changes in the status of the CPRIT-funded project must be submitted for approval by CPRIT. Changes fall
into four major categories:
Changes in research/program plan, specifically material changes in the research design or goals
and objectives
Changes in budget
Changes in personnel, particularly changes in PI/PD/Applicant or key personnel with at least 10
percent effort
Changes in grantee organization, such as the PI/PD/Applicant moving to another organization
Changes that affect the contract documents (i.e., the base contract or Attachments A-E) must be
approved by CPRIT. Approval results in generation of Attachment F, a contract addendum that
documents these changes. Some examples include changes in grantee organization or substantive
changes in the specific aims. “Regular” changes that would not affect the contract language are
recorded in CGMS, but do not result in a new Attachment F. Some examples include requests for
advancement of funds or carry forward of funds (Table 4).
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The following types of change requests may be generated in CGMS:
Budget
Advancements of Funds
Budget Verification
Carry-Forward
Change – Not Otherwise Specified
Change in Grantee Institution (to be added)
Contract Amendment (results in Contract Attachment F being generated)
Negotiate Budget
Negotiate Percent Level of Effort (PLOE)
No-Cost Extension
Percent Level of Effort
Rebudget
Table 3. Summary of Required Documents and Actions for the Duration Phase
Document Required for
Action Type
Action Required by ASO
Action Required by PI
Action Required by GC/OSPO
Dates
Annual Financial Status Report
All awardees
Complete Web form
Review and submit
Review and modify as needed
Optional review
annually
Quarterly Financial Status Report
Prevention awardees
Complete Web form
Review and submit
Review and modify as needed
Optional review
quarterly
Annual Progress Report
All awardees
Complete Web form
Review and submit
Review and modify as needed
Optional review
annually
Quarterly Progress Report
Prevention awardees
Complete Web form
Review and submit
Review and modify as needed
Optional review
quarterly
Annual Inventory Report Form
All awardees
Complete Web form
Review and submit
Review and modify as needed
Optional review
annually
Historically Underutilized Business (HUB) Form
All awardees
Complete Web form
Review and submit
Review and modify as needed
Optional review
annually
Single Audit Determination Form
All awardees
Complete Web form
Review and submit
Review and modify as needed
Optional review
annually
Revenue Sharing Form
All awardees
Complete Web form
Review and submit
Review and modify as needed
Optional review
annually
Matching All Complete Review and Review and Optional annually
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Compliance Certification Form
awardees Web form submit modify as needed
review
Change Requests
Select awardees, as applicable
Complete Web form
Review and submit
Review and modify as needed
Optional review
As necessary
Table 4. Detailed Descriptions of Types of Change Requests
Change Request Form Category Action Type Results in Contract Amendment
Location in CGMS
Advancement of Funds Budget Complete Web form
No Change Request tab
Budget Verification Budget Complete Web form
No Budget tab
Carry-Forward Budget Complete Web form
No Budget tab
Change—Not Otherwise Specified Request
Research/Program Plan, Budget, Personnel, or Organization
Complete Web form
In some cases Change Request tab
Change in Grantee Institution
Organization Complete Web form
Yes Change Request tab
Change in Goals and Objectives
Research/Program Plan, Personnel, Organization, or Budget
Complete Web form
Yes Change Request tab
Contract Amendment Request
Research/Program Plan, Personnel, Organization, or Budget
Complete Web form
Yes Change Request tab
Negotiate Budget Budget Complete Web form
No Budget tab (during grant initiation)
Negotiate PLOE Personnel, Budget Complete Web form
No Budget tab (during grant initiation)
No-Cost Extension Budget Complete Web form
Yes Change Request tab
Percent Level of Effort Personnel, Budget Complete Web form
No Change Request tab
Rebudget Budget Complete Web form
No Change Request tab
1.3.3 Closeout
All correspondence, reports, and forms should be completed before the grant is closed. Final FSRs and
progress reports are required. Table 5 summarizes closeout documents.
On the end date for a given grant, CGMS will automatically change the status of that grant from “Active”
to “In Closeout.” One hundred forty-five days after the end date for a given grant, CGMS will
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automatically change the status of that grant from “In Closeout” to “Closed.” Any documents and forms
that are due but have not been submitted will be marked as “Incomplete.”
Table 5. Summary of Required Documents and Actions for the Closeout Phase
Document Required for Action Type
Action Required by ASO
Action Required by PI
Dates
Final Financial Status Report
All awardees Complete Web form
Review and submit
Review and modify as needed
End of contract
Final Annual Progress Report
All awardees Complete Web form
Review and submit
Review and modify as needed
End of contract
Final Quarterly Progress Report
Prevention awardees
Complete Web form
Review and submit
Review and modify as needed
End of contract
Final Annual Inventory Report
Select awardees, as requested by Grants Manager
Complete Web form
Review and submit
Review and modify as needed
End of contract
Final Historically Underutilized Business Form
All awardees Complete Web form
Review and submit
Review and modify as needed
End of contract
Single Audit Determination Form
All awardees Complete Web form
Review and submit
Review and modify as needed
End of contract
Revenue Sharing All awardees Complete Web form
Review and submit
Review and modify as needed
End of contract
1.3.4 Post-Closeout Reporting
After closeout, two types of forms may still be submitted:
Intellectual Property Report Form: Reports intellectual properties received
Revenue Sharing Form: Reports monies made
These forms may be submitted throughout the duration of the contract, during closeout, and post
closeout (Table 6).
Table 6. Summary of Required Documents and Actions for the Postcloseout Phase
Document Required for Action Type
Action Required by ASO
Action Required by PI
Dates
Intellectual Property Report Form
All awardees Complete Web form
Review and submit
Review and modify as needed
Duration, closeout, and post closeout
Revenue Sharing All awardees Complete Review and Review and Duration, closeout,
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Form
Web form submit modify as needed
and post closeout
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2. USING CGMS
2.1 Accessing CGMS
The first step is to go to https://cpritgrants.org Web site and log in using the same user name and
password as for the CPRIT Application and Receipt System (CARS).
You will see five general tabs. My Profile, My Applications, Current Funding Opportunities, and Feedback
integrate with CARS and are used for application submission. The My Applications tab is the default tab.
The My Grants tab is the important tab for management of awarded grants (Figure 4).
You will be asked to complete two required pieces of information: A link that includes tobacco-free
workplace certification or waiver as well as an electronic signature institution agreement. The tobacco-
free certification or waiver is provided once for the entire organization by an ASO. The electronic
signature institution agreement gives permission for a password to be used as official electronic
signature.
Figure 4. CGMS Home page and main tabs
Figure 5. CGMS Home page and main tabs for Authorized Signing Official
Click on the My Grants tab to view three subtabs: Home, Grants, and Correspondence & Notifications.
The Home subtab is the default tab. The three major functions you will need—accessing grant
information, corresponding with CPRIT grants officials, and completing action items—may all be
performed through the Home subtab. The Grants and Correspondence & Notifications subtabs provide
alternative paths to the same places for your convenience (Figure 4).
2.2 Navigating CGMS
2.2.1 Home Subtab
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Figure 5 details the sections on the Home subtab. This is the default subtab, and three key items are
displayed: Correspondence Inbox, To Do List, and My Grants. The Correspondence Inbox link takes you
to a My Correspondence page that details your correspondence with CPRIT. The Home page also
indicates how many inbox messages are unread (see to the right of the Correspondence Inbox link).
The To Do List displays the start date, grant ID, required action, task, and due date. The Grant ID and
Required Action fields contain clickable links, while the other fields contain static information. The Grant
ID link leads you to detailed information about the grant, while the required action links lead you to an
action you need to perform, typically either to verify information or complete a Web form.
The My Grants section contains a list of all of your grants with information about Grant ID, Grant Title, PI
Name, Status, Program, Award Mechanism, FY, and Cycle. My Grants contains a Search for Grants link as
well as a link for each Grant ID. The other fields are static.
Figure 6. CGMS home page—key sections
ASOs and Alternate Signing Officials have a Delegate/Approve Task(s) option, allowing for the swift
approval or delegation of various tasks for one or more grants. Selecting the option to
Delegate/Approve Task(s) directs to the Delegate Tasks for Selected Grant(s) page.
Figure 7. CGMS home page—Delegate Tasks for Selected Grant(s)
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Correspondence Inbox (My Correspondence)
Clicking the Correspondence Inbox link leads you to a “My Correspondence” page (Figure 6). This page
contains six columns: Grant ID, From, Importance, Topic, Subject, and Commands. The Grant ID and
Commands columns contain clickable links. Clicking the individual Grant ID will take you to a page with
general grant information (the Grant Information page). The Commands column gives an option to View
Thread or Reply for each piece of correspondence. The correspondence fields are text boxes with
features for formatting text.
The remaining columns are static. The From column lists the name of the sender of the correspondence.
The Importance column indicates whether the correspondence is urgent or not urgent. The Topic
column categorizes the topic (e.g., question or notification). The Subject column lists the subject of the
correspondence.
Figure 8. My Correspondence page
To Do List
The To Do List contains three columns of static information—the start date, a categorization of the task,
and a due date. The other two columns contain clickable links. The Grant ID link leads you to the Grant
Information page. The Required Action column lists the action, such as Complete Web Form or Verify
Information, in a clickable link. This link leads you to the assigned action to complete (Figure 9).
Figure 9. To Do List page
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Complete Web Form: Clicking “Complete Web Form” will lead you to a Web form with information
needed from you (Figure 10). You must provide information for all fields requested. You will then have
four options:
Save as draft and continue editing
Save as draft and close
Verify before submit
Delegate this task (for some users and functions)
Once you select an option, click the “Submit” button to complete the action.
Figure 10. Example of “Complete Web Form” action
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There is a second step in which you verify that the information is accurate (Figure 11). Your password is
used to indicate approval of this step. Click the “Submit” button to complete the action.
Figure 11. Example of “verified as accurate” action on Web form
Verify Information: Clicking “Verify Information” will lead you to a document you must review (Figure
12, link to Research Contract Attachment D). For “Verify Information” tasks, you must verify that the
information is accurate and then provide approval.
You will have at least two options on the verification step:
Verify as accurate
Verify as accurate and add a review step by an additional ASO or GC/OSPO. A dropdown menu
will indicate choices for this review step (i.e., the recipient of the next action item for the
document).
Some user roles will also see an option to “delegate this task.”
Figure 12. Example of “Verify Information” action
In either case, you will provide a password to indicate your approval and then hit the “Submit” button to
complete the action (verifying the information).
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After verifying the information, you must approve the Web form. You will see options to approve,
approve and add a review step, or delegate the task (for some users). For some functions, you may also
have the option to disapprove the task (Figure 13). Your password finalizes your approval.
Figure 13. Example of approval of a verify information approval action
My Grants
The My Grants tab contains a clickable link to Search for Grants. You may search for your grants by
program, fiscal year, cycle, award mechanism, PI/PD/Applicant last name, grant ID, project title,
organization, grant status, or contract start and end dates (Figure 14).
Figure 14. Search for Grants
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The My Grants tab also displays a list of all of your grants (Figure 15). The Grant Title, PI Name, Status
(e.g., In Negotiation), Program, Award Mechanism, FY, and cycle are static fields. The Grant ID field
displays a link of each grant ID. This link leads you to the Grant Information page.
Figure 15. My Grants
2.2.2 Grants Page
The Grants page contains seven tabs that will be used throughout the life cycle of the grant (Figure 16).
Clicking on either the Grant ID on the Home page or the Grants subtab under My Grants will lead you to
the Grants page).
Figure 16. Grants page
The first six tabs (Grant Information, Contacts, Documents & Forms, Correspondence, Budget &
Financial Status Reports, Progress Reports) are visible during contract initiation. The final tab (Change
Requests) becomes visible once a grant has completed the initiation (negotiation) stage and is “active.”
Details of the seven tabs are as follows:
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Grant Information: Lists grant information, grant links, and grant tags. Grant information includes the
contract start and end dates, grant status, and the grant title. The “Associated Grants” link will link to
any Renewal, Resubmission, or MIRA grants. The “Application Links” will open the concatenated CARS
application as a PDF document. Grant tags are categories such as topic areas or cancer types that are
added to a grant by CPRIT (Figure 17).
Figure 17. Grant Information subtab
Contacts: Lists the name and role of each assigned grant contact person at the grantee’s organization
and CPRIT. There are six required roles displayed for each grant: Grantee roles of ASO, GC/OSPO, and
PI/PD/Applicant; CPRIT roles of Contract Manager, Financial Officer, and Grants Manager. You may view
details of the contact (name, organization, e-mail address), replace the contact, request a change in
contacts, and add a grant contact role such as a Co-PI or alternate ASO. You will see various options for
replacing a contact or requesting a change in contacts depending on your role and the contact’s role. For
example, an ASO will have the ability to request replacing a PI but will not have the ability to
automatically replace a PI (Figure 18).
Figure 18. Contacts subtab
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Documents & Forms: There are four categories (Figure 19):
Assigned Documents & Forms: Web forms or documents that require action by you
Completed Documents & Forms: Web forms or documents that have been completed and
approved but are not part of the actual contract
Approved Contract Documents: Web forms or documents that have been completed and
approved and are part of the actual contract
Ad Hoc Documents: Supplemental materials added by selecting the “Upload Ad Hoc Document”
button at the bottom of the page (Figure 19), filling in the text boxes with the title and
description, and browsing and uploading the document
Each of the four sections contains relevant information such as the title, description, and status of the
document or form. The “Continue” or “Start” link in the Commands column will lead you to a screen to
complete action on that item. The “View” link will provide a read-only view.
Figure 19. Documents & Forms subtab
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There are two additional buttons at the bottom of the page: Start IP Report Form and Start Revenue
Sharing Form (Figure 20). Note that for Prevention programs, the Start Revenue Sharing Form button is
labeled “Start Generated Revenue Form.”
The IP Report form is a form the PI can manually start at any time (even after grant closeout) and report
to CPRIT any intellectual properties they have received due to this grant. The revenue sharing form is a
form the PI can manually start at any time (even after grant closeout) and report to CPRIT any monies
they are making due to this grant. Note that only one revenue sharing form can be open at a time. If a
revenue sharing form is active, the “Start Revenue Sharing Form” button will not be available.
Figure 20. IP Report Forms, Revenue Sharing Forms, and Ad Hoc Documents
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Correspondence: Shows correspondence for this grant only (Figure 21). You may click the “Create New
Correspondence” button to begin new correspondence. You will see a popup box with dropdown boxes
for selecting a topic and a recipient. The text box for the body of the message contains optional
formatting tools (Figure 22).
Figure 21. Correspondence subtab
Figure 22. Correspondence popup text box
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Budget & Financial Status Reports: Shows detailed budget information and provides FSR forms. Seven
subtabs are displayed (Figure 23):
Budget Summary
Details Year 1
Details Year 2
Details Year 3 (if applicable)
Details Year 4 (if applicable)
Details Year 5 (if applicable)
Personnel Level of Effort
Financial Status Reports
Payments
Other Financial Reports
Figure 23. Budget & Financial Status Reports subtab
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The Budget Summary subtab shows the overall expendable and expended funds for the entire period of
performance (Figure 24).
Figure 24. Budget Summary subtab
The Details subtabs for Years 1, 2, and 3 show a detailed breakdown of the expendable and expended
funds for that year (Figure 25). Prevention program grants display additional information of the
expended funds by quarter.
Figure 25. Details Year 1 subtab
The Personnel Level of Effort subtab shows a detailed breakdown of the level of effort for key personnel
for each year (Figure 26). You may request a change in level of effort by clicking the “Request Change of
Personnel Level of Effort” link (if applicable to your grant).
Figure 26. Personnel Level of Effort subtab
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The Financial Status Reports subtab provides a summary list of FSR by year and quarter (Figure 27). The
“Edit FSR” link leads to an FSR Web form with editable fields (Figure 28).
Figure 27. Financial Status Reports subtab
Figure 28. FSR form
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The Payments subtab displays a summary list of previous payments, including information about
payment type, amount, and date (Figure 29). You may request an advancement of funds by clicking the
“Request Advancement of Funds” link (if applicable to your grant) and completing the Web form (Figure
30).
Figure 29. Payments subtab display
Figure 30. Request for Advancement of Funds Web form
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You may also view the original application budget, the budget attachment B, or a list of budget change
requests by clicking the respective links. There is also a link to request change in budget (if applicable to
your grant).
The Other Financial Reports subtab is a repository for all financial-based workflows. All workflows
including the HUB, Single Audit Determination, Matching Compliance Certification, Revenue Sharing,
and Annual Inventory Report will be displayed here (Figure 31).
If pending completion, these will display under the Other Financial Reports table. The Other Financial
Reports table displays relevant information, such as the title, due date, assignee, and status of the
report or form. The “Continue” or “Start” link in the Commands column will lead you to a screen to
complete action on that item. The “View” link will provide a read-only view. If completed, these will
display under the Completed Other Financial Reports table. The Completed Other Financial Reports
table displays relevant information, such as the title, due date, status of the report or form, submitted
date, submitted by name, received date, and received by name. The “View” link in the Commands
column will provide a read-only view of the report or form.
Figure 31. Other Financial Reports subtab display
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Revenue Sharing Form
The revenue sharing form provides information on an organization’s PI and reports to CPRIT any monies
they are making due to this grant. Note that only one revenue sharing form can be open at a time.
Figure 32. Revenue Sharing Form
Single Audit Determination Form
The single audit determination form provides information on an organization’s single audit or program-
specific audit status related to financial Federal and/or State awards in excess of $500,000. It is required
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to be submitted annually. Entity information and contact information should be entered in text boxes.
Single Audit status should be selected by radio buttons (Figure 33).
Figure 33. Single Audit Determination Form
HUB
The historically underutilized business (HUB) report summarizes the expenditures made by grantees to
entities certified by the State of Texas as Historically Underutilized Business (HUB). It is required to be
submitted quarterly. Information about the HUB Subcontractor/Vendor, goods or services purchased,
and the amount expended should be entered in text boxes. Additional subcontractors or vendor
information should be added by clicking the “Add New Line Item” button. You will then complete the
Web form and click the submit button (Figure 34).
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Figure 34. HUB report form
Annual Inventory Report Form
The annual inventory report is a report of all equipment purchased with CPRIT award funds that have a
unit cost more than $5,000. It is required to be submitted annually. A description of the item and its cost
should be provided in text boxes. Additional items should be added by clicking the “Add Equipment Line
Item” button (Figure 35).
Figure 35. Annual Inventory Report
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Progress Reports
Grants that have completed negotiation and are in the “active” stage display a Progress Reports subtab.
This subtab displays a summary of pending and completed progress reports as well as dates, status, and
assignees (Figure 36). Annual and final progress reports are submitted annually for all programs.
Additionally, quarterly reports are submitted for the Prevention program.
Figure 36. Progress Reports subtab
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Clicking the “Edit” link in the Commands column leads you to Web form text boxes for providing
information about progress, including a description of progress against timeline and goals, challenges
and barriers encountered and strategies used to overcome them, major conclusions, and key outcomes.
Information is entered by clicking each of the subtabs that correspond to a section of the report (Figure
37). The specific subtabs vary by program. The subtab components are described in detail in Appendixes
A-B.
Briefly, components of the Research and Product Development annual progress reports are as follows:
Key Accomplishments
Summary of Goals and Objectives
Publications
Abstracts and Presentations
Patents
Economic Impact
Supporting Documents
Review and Submit
Components of the Prevention program annual progress reports are as follows:
Key Accomplishments
Summary of Goals and Objectives
Client Stories and Quotes
Materials Produced
Publications
Abstracts and Presentations
Patents
Economic Impact
Supporting Documents
Review and Submit
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Figure 37. Example of progress report sections listed as subtabs (Research final report)
Each of these subtabs has text boxes that provide the ability to format text and to insert hyperlinks.
Each subtab page has three possible actions: Save section as draft, reset, or mark as completed.
Once all sections are completed, you will submit the report by completing a Web form. Click the
“Submit” button to complete the action.
Figure 38. Example of submit page for progress reports (Research annual report)
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Change Requests
Grants that have completed negotiation and are in the “active” stage display a Change Requests subtab.
You will see a list of all previous change requests and their status (Figure 39).
Figure 39. Change Requests subtab display
You will also be able to create a new change request by selecting the type of change request from the
dropdown menu and then clicking the “Create New Change Request” button. Note that the following
types of change requests may be selected here (Figure 39):
Advancement of funds
Change—not otherwise specified
Change in grantee institution (to be added)
Change in key personnel level of effort (LOE)
Contract amendment
Goal or Objective Change
No-cost extension
Rebudgeting
Other budgetary change requests (budget verification, carry forward, negotiate budget, and negotiate
PLOE) can be accessed on the Budget & Financial Status Reports tab.
Figure 40. Change requests dropdown menu
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To create a new change request, complete the Change Request Details text box. Note that it has text
editing tools for font, lists, and inserting images or html links. Provide a justification for the change in
the Justification text box (Figure 41).
Complete the Web form by selecting one of the following:
Save as Draft and Continue Editing
Save as Draft and Close
Verify Before Submit (provide justification for request)
Cancel Request
Click the Submit button to complete the change request.
Figure 41. Change Requests action page
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Closeout
On the end date for a given grant, CGMS will automatically change the status of that grant from “Active”
to “In Closeout.” One hundred forty-five days after the end date for a given grant, CGMS will
automatically change the status of that grant from “In Closeout” to “Closed.” Any documents and forms
that are due but have not been submitted will be marked as “Incomplete.”
In certain cases, CPRIT may decide to terminate a grant prior to its contract end date. If so, the grant’s
status is called “In Early Termination” instead of “In Closeout,” or “Early Termination” instead of
“Closed.”
CGMS puts automatic limitations on which functions may be performed during the closeout stages.
(Table 7).
Table 7. CGMS functions during the closeout stage
Action Permitted during “In Closeout” or “In Early Termination” stage
Permitted during “Closed” or “Early Termination” stage
Start or reply to a correspondence
YES NO
Start or complete documents and forms (exception for IP Report Form and Revenue Sharing Form)
YES NO
Start or complete progress reports
YES NO
Start or complete budget, including FSR
YES NO
Start or complete any forms, documents, progress reports, etc., that were requested on the grant closeout tab
YES NO
Start a change request of any type
NO NO
Change grant contacts
NO NO
You must complete several reports during the closeout phase: The final Progress Report, the FSR, the
Annual Inventory report, the Single Audit Determination form, the Historically Underutilized Business
form, and Matching Compliance Certification form.
Manage Organizations
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The Manage Organizations page is a central location for ASOs and Alternate ASOs to manage
organization agreements, utilize the out-of-office feature, and add or replace the organization’s ASO or
Alternate ASO.
Figure 42. Manage Organizations
Auto Delegation (Out of Office)
The out-of-office feature allows an ASO or Alternate ASO to set up a temporary or permanent
autodelegation rule. This will allow the user to instruct the system to autodelegate various workflows to
other roles based on their task type.
Figure 43. Auto Delegation (Out of Office)
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Organization Agreements
The Organization Agreements section of the Manage Organizations page displays organization
agreement name, selectable file title, indication of waiver, status, upload date, approved date, and
selectable template name. Commands allow for the replacements of or the viewing of version history
for selected file.
Figure 44. Organization Authorized Signing Officials
Authorized Signing Officials section of the Manage Organizations page displays the organization’s ASO’s
name and the alternate ASO’s name. Commands allow the viewing of details, request to replace, and for
the addition of organization ASOs.
Figure 45. Organization Authorized Signing Officials
Organization Authorized Signing Officials
The Organizations Authorized Signing Officials section of the Manage Organizations page displays the
organization’s ASO’s name and the alternate ASO’s name. Commands allow the viewing of details,
request to replace, and for the addition of organization ASOs.
Figure 46. Organization Authorized Signing Officials
Organization ASO’s Change Request History
The Organization ASO Change Request History section of the Manage Organizations page displays the
request date, assignee, request type, and status of the ASO’s change requests. View Request allows the
viewing of a specified change request.
Figure 47. Organization ASO’s Change Request History
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Auto Delegation (Out of Office) History
The Auto Delegation (Out of Office) History displays the autodelegation start date, autodelegation end
date, and assignee of autodelegations. View allows the viewing of the specified out-of-office instance.
Figure 48. Organization ASO’s Change Request History
3. SUMMARY OF KEY FEATURES OF CGMS
Five key tips to remember are as follows:
1. CGMS is designed to allow the right person to perform the right function at the right time.
2. The most important pages are “Home” and “Grants Information.” You can perform all necessary
functions from these pages.
3. Web forms are used instead of document uploads.
4. Password signatures are used to approve information.
5. CGMS provides a repository for all submitted information and materials during the lifecycle of
the grant.
4. CONTACT INFORMATION
4.1 HelpDesk
HelpDesk support is available for technical questions regarding CGMS. Queries submitted via e-mail
will be answered within 1 business day. HelpDesk staff are not in a position to answer questions
regarding programmatic aspects of awards.
Hours of operation: Monday through Friday, 7 a.m. to 4 p.m. Central Time
Tel: 866-941-7146
E-mail: [email protected]
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4.2 Programmatic Questions
Programmatic questions regarding your award should be directed to the appropriate CPRIT Office.
Research
Tel: 512-305-8491
E-mail: [email protected]
Web site: www.cprit.state.tx.us
Prevention
Tel: 512-305-8422
E-mail: [email protected]
Web site: www.cprit.state.tx.us
Product Development
Tel: 512-463-3190
E-mail: [email protected]
Web site: www.cprit.state.tx.us
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APPENDIX A ANNUAL AND FINAL PROGRESS REPORTS FOR RESEARCH, PRODUCT
DEVELOPMENT, AND PREVENTION GRANTS
Key Accomplishments
One item of information must be provided: A numbered list of up to five key accomplishments during
the reporting period. The status of on schedule, behind schedule, or complete must be selected from
the dropdown menu (Figure A1).
Figure A1. Key Accomplishments subtab (depicted in read-only format)
Summary of Goals and Objectives
The summary of goals and objectives consists of goals and objectives from the initial application. This
page requires a detailed summary of progress against timeline, summary of progress, progress against
objective, problems/issues encountered, anticipated activities for the year ahead, additional comments,
and any necessary uploads for each objective.
A Summary subtab exists for the Summary of Evaluation and recommendations by all necessary
reviewers upon the completion of the annual progress report.
The final progress report will display a Final Report subtab in which an overview of the research progress
is provided (Figure A3).
Figure A2. Summary of Goals and Objectives subtab
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Figure A3. Summary of Goals and Objectives – (Final Report) subtab
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Client Stories and Quotes
The Client Stories and Quotes applies to Prevention progress reports only. This section contains text
boxes for entering client stories and quotes. You may also attach files in PDF or JPEG format. You may
provide a description of these files in the associated text boxes (Figure A4).
Figure A4. Client Stories and Quotes subtab display (Prevention progress report – displaying read-
only)
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Materials Produced
The Materials Produced section applies to Prevention progress reports only. This section contains a
dropdown menu for selecting the type of material produced, such as booklets, videos, or Web sites. You
may enter the title or Web site in a text box. You may select topics, cancer sites, and format from dual
select lists. Remember to highlight the topic and click the forward arrow to move the topic to the right-
hand box. You must also select “yes” or “no” for copyright. Finally, you may upload files in PDF format
and provide a description of the file in the associated text box. Click the “Add Materials Produced”
button to add additional items (Figure A5).
Figure A5. Materials Produced subtab display (Prevention progress report – displaying read-only)
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Publications
The Publications page contains fields for entering information about a publication, including the author,
title, journal, and pages. This information may be manually entered or it may be autopopulated by
entering the PubMed ID and clicking the Retrieve PubMed Information button. The article may be
uploaded to the Attachment box in PDF format. The publication status dropdown menu allows selection
of the status of the publication, including submitted, in press, or published (Figure A6).
Figure A6. Publications subtab
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Abstracts and Presentations
The Abstracts and Presentations page contains fields for entering information about the abstract or
presentation, presentation date, author(s)/presenter(s), title, conference, conference city, conference
State, conference country, conference date, citation, attachment, and description. The status dropdown
menu allows selection of granted or filed (Figure A7).
Figure A7. Abstracts and Presentations subtab
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Patents
The Patents page contains fields for entering information about the patent number, title, description,
key dates, and inventors. The status dropdown menu allows selection of granted or filed (Figure A8).
Figure A8. Patents subtab
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Economic Impact
The Economic Impact page contains text boxes for entering information about additional grants
obtained as well as jobs created or maintained due to CPRIT funding (Figure A9).
Figure A9. Economic Impact subtab
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Supporting Documents
The Supporting Documents page provides an opportunity to upload supplemental information. File
Upload must be in PDF, Word, JPEG, or Excel format (Figure A10).
Figure A10. Supporting Documents subtab
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Review and Submit
The Review and Submit page shows the status of each section of the progress report (Figure A11). You
must click the “Mark as Completed” button on each section of the report to finalize it. Once you do this,
the status will change from “Draft” to “Completed,” and the Commands will change from “Edit” to
“View.” Note that the section is no longer editable once it is finalized.
Once all sections are completed, you must complete the Web form by clicking the Submit button.
Figure A11. Review and Submit subtab
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APPENDIX B QUARTERLY PROGRESS REPORTS FOR PREVENTION GRANTS
The Prevention quarterly progress reports comprise 12 sections, listed as horizontal subtabs. They
encompass information about individuals reached, served, and educated as well as clinical services as
outcomes. You must enter information for each category. Each subtab page contains a dropdown menu
to indicate whether the measure applies to your grant; the choices are as follows:
Yes, data reported below
Yes, but no new data to report this quarter
No
You will have the option to save section as draft, reset, or mark as completed by clicking the appropriate
button at the bottom of each page.
Detailed information about each subtab is as follows:
Instructions
The Instructions page describes the performance reporting requirements including deadlines,
description, certification of accuracy, and confidential information (Figure B1).
Figure B1. Instructions subtab
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People Reached
The People Reached subtab contains information about the number of people reached indirectly. The
type of activity, topic, and cancer site may be selected from the dropdown menu and dual select lists.
Note that you must highlight your selection and then click the forward arrow to move it to the “Topics
Addressed” or “Sites Addressed” box. You must enter the date of the activity in the text field with
calendar (click the calendar icon or enter the date in day/month/year format. You must also enter the
number of people reached in a text box (Figure B2).
Figure B2. People Reached subtab
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People Served
The People Served subtab contains information about the number of people directly served through
interactive public education and outreach activities. The type of activity, topic, cancer site, and ethnicity
addressed may be selected from the dropdown menu and dual select lists. You must also enter the date
of the activity and the number of people served (Figure B3).
Note that you can add multiple activities by clicking the “Add Activity” button. Once you complete an
activity and click the “Save Section as Draft” button, you will see a summary list of entered activities
appear above the Add Activity section.
Figure B3. People Served subtab
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People Educated – Actions Taken
The People Educated – Actions Taken subtab contains information about people who took action or
changed behavior. You may select the action taken or behavior change from a dropdown menu. You
may select the cancer sites and ethnicities addressed by using the dual select lists. Additionally, the date
of activity, number of people served who took action/changed behavior, and the number of people
never before screened are entered in text fields (Figure B4).
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Figure B4. People Educated – Actions Taken subtab
Clinical Services
The Clinical Services subtab contains information about the number of people receiving clinical services.
The type of clinical service and cancer site are selected from dropdown menus. The ethnicities
addressed are selected from a dual select list. You must also indicate whether the clinical services
provided were funded by CPRIT by selecting a “yes” or “no” radio button. Finally, the number of people
served and the number of people never before screened are entered in text boxes (Figure B5).
B5. Clinical Services subtab
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Abnormal Screening Results
The Abnormal Screening Results subtab has information about the number of people with abnormal
cancer screening results. The type of cancer screening is selected from a dropdown menu. You must
indicate whether the clinical services provided were funded by CPRIT by selecting a “yes” or “no” radio
button. The number of people with abnormal screening results and the number of people never before
screened are entered in text boxes (Figure B6).
Figure B6. Abnormal Screening Results subtab
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Precursors or Cancers Detected
The Precursors or Cancers Detected section contains information about the number of people with
cancer precursors or cancers detected as well as details about the stage and cancer site. The
precursor/cancer stage and cancer site are selected in a dropdown menu. You must indicate whether
the screening/diagnostic services provided were funded by CPRIT by selecting a “yes” or “no” radio
button. The number of people with cancer precursors or cancers detected as well as the number of
people never before screened are entered in text boxes (Figure B7).
Figure B7. Precursors or Cancers Detected subtab
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Professionals Reached
The Professionals Reached subtab contains information about the number of professionals reached with
cancer-related information through noninteractive activities as well as the type of this information. You
may select the type of activity from a dropdown menu and the topic addressed through a dual select
list. The date of activity and the number of professionals reached are entered in text boxes (Figure B8).
Figure B8. Professionals Reached subtab
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Professionals Educated
The Professionals Educated section contains information about the number of professionals educated or
trained on cancer-related issues through interactive activities. You may select the type of activity using a
dropdown menu and select topics and ethnicities addressed by using dual select lists. The date of
activity and number of people served are entered in text boxes (Figure B9).
Figure B9. Professionals Educated subtab
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Professionals Educated – Actions Taken
The Professionals Educated –Actions Taken section contains information about the number of
professionals who took action or changed behavior as a result of their CPRIT-funded education or
training project. This section also categorizes the type of action or behavior change. You may select the
type of action taken or behavior change by using a dropdown menu. You must provide the date of the
activity and the number of professionals who took action or changed behavior in text fields (Figure B10).
Figure B10. Professionals Educated –Actions Taken subtab
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Project Narrative
The Project Narrative section contains a description of the project’s activities for the quarter. You must provide a
one-page narrative describing progress to date against the timeline in your contract. The narrative may include
program evaluation results, client stories and quotes, barriers encountered and overcome, and unique
collaborations. You may also upload a supporting picture in JPEG, GIF, or BMP format. You must provide a
description of the uploaded file in a text box (Figure B11).
Figure B11 Project Narrative subtab
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Review and Submit
The Review and Submit page shows the status of each section of the progress report (Figure B12). You
must click the “Mark as Completed” button on each section of the report to finalize it. Once you do this,
the status will change from “Draft” to “Completed,” and the Commands will change from “Edit” to
“View.” Note that the section is no longer editable once it is finalized.
Note that sections that are not applicable to your project are marked as “N/A.” Sections that are
applicable to your project with no new data are marked as “No New Data.” Sections that are applicable
to your project and contain new data are marked as “Completed.”
Once all sections are completed, you must complete the Web form by clicking the Submit button.
Figure B12. Review and Submit subtab
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