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General Glossary

Term / Acronym	Definition
Activities	Actions that can be executed by a user to update a record.
Activity Types	Activity Types in the Funding Proposal module of PERA describe the types of funded projects. This field is referred to as Functional Area in the Awards module of PERA.   Example Activity Types include Research, Instruction, Other Sponsored Programs and Fellowships.
Awarded	A status of a funded program in PERA. This status means that the sponsor has approved and funded the activity.
Breadcrumbs	The path of folders followed to get to a specific activity or field in PERA.
Contracting Party	The “Contracting Party” within the context of the PERA research suite refers to any company or individual involved in a contract. Specifically, it is used to describe external entities added to the system to manage various types of agreements.
Dashboard	The dashboard is the starting point for finding items that need attention and performing basic tasks.
Evergreen	Refers to a software solution that is continually updated and maintained to remain current and effective over time. It ensures that the software stays relevant and keeps up with the evolving needs of its users and the industry standards.
Funding Proposal	The term “Funding Proposal” in the context of the PERA system refers to the documentation and information submitted by researchers seeking financial support for their projects. In the PERA system, creating a proposal involves completing a Proposal SmartForm, which is a series of pages where researchers provide details about their project, including general information, personnel involved, submission details, funding opportunities, budget periods, compliance review, and other additional information.
My Inbox	A tab on the PERA dashboard for users that contains a to-do list for any user.
Workspace	Contains key information associated with the record (State, Title, ID, etc.) and contains various buttons and links to perform Activities.
SmartForm	A SmartForm is an easy-to-use web-based form that allows users to input information or data through a graphical interface.  The data entered can then be seamlessly organized and fed into databases, reports or forms.
Workflow	The process through which a record passes from beginning to end.

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Pre-Award Glossary

Term/Acronym	Definition
Continuation	A non-competitive application or progress report for a current project.  Only available for eligible projects.  Initiated by locating the Award and clicking “Create Continuation” from the Next Steps list.
Collaborative Submission	A proposal in which investigators from two or more organizations wish to collaborate on a unified research project.  Collaborative proposals may be submitted as simultaneous submissions of proposals from different organizations, with each organization requesting a separate award.
Direct Sponsor	Disburses funds directly to your institution
Person Months	The effort – or amount of time – that PI/coPI(s) and other senior personnel will devote to a specific project. The effort is based on the organization’s regular academic year, summer, or calendar year.
Renewal	A competitive application for a new project with a scope based on or related to a current project which is expiring. Initiated by locating the original awarded FP, opening the FP and clicking “Create Renewal” from the Next Steps list.
Resubmission	An application the Sponsor reviewed and declined to fund, which the investigator has modified and is resubmitting for consideration. Initiated by locating the original FP with a “Not Funded” state in the Completed tab of the Grants – Funding Proposal module. If the original FP is still marked Pending Sponsor Review, Pre-award will need to mark it as Not Funded.
Revision (Supplement)	An application requesting additional funding for an active award. Initiated by locating the original awarded FP, opening the FP and clicking “Create Revision” from the activities list.
Single-Project Proposal	A funding proposal responding to a funding opportunity that requires only one research project (in contrast to a complex project).
System-to-System	System-to-system (S2S) applications are submitted directly from the PERA system to the sponsor via Grants.gov. SF424 forms and attachments will be completed within PERA, saving time and effort.  S2S is available for Federal proposals found in Grants.gov. Pre-Award will assist with deciding if S2S is the best option and with completing all SF424 forms.
SF-424	The Grants.gov application for federal assistance.   When submitting for a federal opportunity using system to system capabilities (S2S) within PERA, an electronic SF424 is created and populated using information entered on the proposal.

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Post-Award Glossary

Term/Acronym	Definition
Anti-Human Trafficking Flag	Indicates the grant or contract award document includes the FAR clause related to Anti-Human Trafficking.
Award Only Records	An award only record is a record in the Grants module of PERA that does not have a fully completed Funding Proposal attached.
Auto Carry Forward Flag	Indicates the remaining balance can be moved to future years without sponsor approval.
Billing Payer	The entity who pays bills initiated via SAP grants module
Buy America Flag	Denotes if the sponsor has a requirement to follow Buy America Regulations.
Confidential Flag	Denotes if the project is confidential and all documents should be maintained as such.
Consortium Flag	Indicates the grant is a consortium.
Construction	Indicates if the grant is for a construction project.
Continuations	Sponsored programs are often continued by the same sponsoring agency through multiple consecutive awards. These continuation grants can be classified as either competing or non-competing.
COPA	Indicates whether this grant includes COPA (Cost of Program Allowance). If selected, then a required text box appears for the COPA Amount.
CUI	Controlled Unclassified Information (CUI) indicates if the federal regulation is included in the project’s terms and conditions.
Cyber Security Flag	Indicates whether this grant has any Cybersecurity restrictions.
Email Catcher	Provides the ability to both send email from the PERA system and receive emails from outside the system
Equipment Comments	General comments about equipment – Any kind of restriction imposed on equipment purchases.
Equipment Ownership	Designates the owner of equipment purchased on the project.  Presents with a required dropdown to select Purdue University – Sponsor – Prime Sponsor – Purchase of Equipment Not Authorized – Purdue Applied Research Institute.
FDP Flag	Indicates whether the federal sponsoring agency is an FDP (Federal Demonstration Partnership) sponsored agency that has special provisions flow down to recipients.
FERAP	Faculty Enhanced Research Appointment Program (FERAP) indicates if the grant has been reviewed to determine there aren’t salary restrictions and a FERAP appointment would be allowable.
Foreign National Restrictions Flag	Indicates whether this grant has any restrictions related to Foreign Nationals.
Funding Proposal (FP)	The Funding Proposal is a part of the Grants module of PERA that collects information for proposal submissions.
IDC Variance 10%	Indicates if there is an indirect cost limitation.
IDC Variance 25%	Indicates if there is an indirect cost limitation.
IDC Variance- No Variance	Indicates if there is an indirect cost limitation.
IDC Variance- Other	Indicates if there is an indirect cost limitation.
IP Fee Flag	IP stands for intellectual property. This flag is relevant to Industrial grants. If an industrial grant results in intellectual property, then the sponsor has to pay IP Fee to Purdue and the higher F&A.
IP Terms	Indicates the sponsor agreement for the project has certain intellectual property terminology. This flag applies to only Non-Federal SPS Grants.
Modifications	Commonly referred to as “mods” or “amendments” and are necessary when a change of scope or finances of an approved grant application occurs
Pre-Award Costs Flag	Indicates whether pre-award costs are allowed on this project.
Prior approval	Is defined as the written permission by an authorized official in advance of an act that would result in the obligation or expenditure of grant funds for certain purposes not included in the approved budget as shown on the award document  Prior Approval – Sponsored Program Services – Purdue University
Program Income	Indicates if the grant has requirements of tracking Program Income.
Publicize Flag	Indicates whether items created via this grant can be publicized or not.  This should be checked to indicate the grant cannot be publicized. If this flag is marked, you must mark the Publicize Comment flag to provide details.
Publicize Comment	Comments associated with the restriction of publicizing the award in INDURE and Dimensions of Discovery and other outwardly facing reporting. Presents with a required text box “Publicize Comment.”
Rebudget	Occurs after it’s been awarded and we are requesting to rebudget funds from one category to another. This is handled via the prior approval process with the PI & BO. Then the AMA submits to the sponsor for their approval. If approved, it is considered the revised budget.
Regulatory Tab	The Regulatory Tab contains data related to required regulatory reviews related to the project.
Reporting Requirements	Includes both financial reporting and program performance reporting required in the award terms and conditions
Reps/Certs	Representations and certifications are required statements that must accompany federal contracts and proposals.  These are normally completed by faculty members during the proposal stage.
Responsible Conduct in Research Training Flag	Indicates if the grant or contract has a requirement for Responsible Conduct of Research Training required.
Revised Budgets	Used at JIT stage when the sponsor requires us to submit a revised budget to match the awarded amount (usually a decrease from what was originally proposed).
RPPR	Research Performance Progress Report is used by recipients to submit progress reports to NIH on their grant awards.   RPPR_ProcessGuide.pdf (purdue.edu)
Sales Doc	This field contains a number assigned to each grant to help with billing the sponsor for the grant. This number is assigned by the system and is related to the Payer.
SBIR Flag	Indicates whether this grant includes flow through from federal SBIR (Small Business Innovation Research) Programs.
STTR Flag	Indicates whether this grant includes flow through from federal STTR (Small Business Technology Transfer) Programs.
Subaward	An award provided by a pass-through entity to a subrecipient for the subrecipient to carry out part of a federal award received by the pass-through entity. It does not include payments to a contractor or payments to an individual that is a beneficiary of a federal program. A subaward may be provided through any form of legal agreement, including an agreement that the pass-through entity considers a contract.
Subcontract Plan	Indicates the type of small business subcontract plan associated with the grant.
Travel Pre-Approval	Indicates whether this grant requires pre-approval for travel.
Travel Restriction- Domestic	Indicates any restrictions to domestic travel charged to the grant. Presents with a required text box “Domestic Travel Restriction Comments.”
Travel Restriction- Foreign	Indicates any restrictions to foreign travel charged to the grant. Presents with a required text box “Foreign Travel Restriction Comments.”
WBSE	The WBSE or Work Breakdown Structure Element is a field in SAP to house data related to a sponsored program.

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Agreements Glossary

Term/Acronym	Definition
Active	Fully Executed. The agreement has been signed by each of the parties to form a legally binding contractual relationship.
Activate Agreement	Contracting has completed the review and negotiation, and the Agreement has been signed. The Agreement is considered fully executed and if needed, routed to Post Award for management of the Award.
Agreement	A document created in PERA to manage funded agreements, unfunded agreements and outgoing subawards. May also be used to refer to the Agreement record within PERA.
Agreement Manager	Principal Investigator- Purdue Faculty member
Agreement Module	The module in PERA to search for current Active agreements as well as to create new agreements and upload documents.
Amendment	Updates, extensions, changes, or corrections to an Active Agreement.
Ancillary Review	Review and approvals required for the negotiation of agreement. contract analyst may request approvals internally from Purdue departments such as: Export Control office, Insurance/Risk office, College Department Head, Regulatory Office, Purdue Research Foundation, or other Purdue personnel.
Award	A document in PERA that indicated Sponsor intends to fund the project as stated in submitted proposal.
Clarification Requested	The contract analyst has requested more information or clarification from PI or primary contact and is awaiting a response. Clarifications can be requested during Unassigned status and/or Internal Review status.
Contracting Party	Sponsor or Collaborator outside Purdue.
Contract Owner	Contract analyst assigned to review agreement.
Correspondence	Contract analyst can capture negotiation notes or emails in correspondence log.
Discarded	Indicates the Agreement under review is no longer being processed and is removed from the workflow at this time. Agreement can be re-submitted to workflow at a later date.
Expired	Indicated the legally binding Agreement has reached the end of its term.
External Review	Indicates the Agreement under negotiation has been sent to an external party outside Purdue.
Final Agreement	The Active (fully executed) agreement in PDF format.
History	Lists the activities performed related to a specific record, including any comments, attachments, or correspondence added.
ID Naming convention of Agreement example: SRA0000014AM1	Automated identification number created by Huron for each Record.   -SRA= sponsored research agreement -000000014 Huron number assigned. -AM1= amendment1
Internal Review	Agreement under review by contract analyst/Contract Owner. The contract analyst can: Generate the Agreement for review. Edit the Agreement or upload a revision. Email the Agreement to other users for review. Set up correspondence reminders to follow up with internal, third party, or Ancillary Reviewers.
Manage Relationships	Links Agreement records for the same project together such as an NDA, SRA and Amendment(s) to provide broad overview of agreements created for project.
My Inbox	A list of to-do items for any user in PERA that requires the user to take action.
Name	The title of a scope of work/proposal.
PI Certification	PIs are required to certify the information provided in the SmartForm is accurate. This is particularly important for unfunded agreements requests.   The contract analyst reviewing the agreement is required to review the PI Certified SmartForm before completing the agreement review. If the PI Certified SmartForm is not provided there will be a delay in processing until the PI certification is obtained.    PI TIP- To certify smart form information the PI clicks Submit button, and then must completed second step to Certify the information is accurate by clicking ok.
Pre-Submission	Indicates the Agreement request has been created or is ready to be created, but has not yet been submitted to Contracting office for review. IMPORTANT: If you have completed the SmartForm and selected “Finish”, ensure you have clicked “Submit” on the left hand side of the subsequent page to ensure proper submission and routing.
Related Projects	Agreements linked together for the same project such as an NDA, SRA Subawards, and Amendment(s) allowing a broad overview of agreements created for a specific project.
Signing	Indicates the Agreement has been sent out for signatures of the parties.
SmartForm	A data collection form to be filled out by PI.
Snapshots	A system-generated historical record of the SmartForm Agreement request as of the date shown.
SRA	Sponsored Research Agreement for a funded project.
State	Status of Record/agreement in PERA.
Terminated	Agreement that was Active (fully executed) and then status changes to terminated so that project ends early. Here a party made the decision to conclude the agreement earlier than the parties had originally agreed.
Unfunded Agreement	Agreement that is not funded by the collaborating outside party. Examples include: Material Transfer Agreement (MTA)Non-Disclosure Agreement (NDA or CDA)Teaming Agreement (TA) when required by Prime SponsorMemorandum of Understanding (MOU)Data Use or Transfer Agreement (DUA or DTA)Intellectual Property Management Plan (IPMP)Unfunded Consortium Membership AgreementUnfunded Testing or Research Agreement with statement of work
Unassigned	A submitted record being prepared to be assigned to contract analyst for review. The record will be assigned to contract analyst once the record includes all documents that are required so contract analyst can completed review. (Documents needed for analyst’s review include the Sponsor’s  point of contact, notice of Award from Sponsor, Sponsor’s awarding documents, and Prime agreement when Purdue is subrecipient.)

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IACUC Glossary

Term/Acronym	Definition
Amendment	Changes to an approved protocol. The amendment submission consists of a form listing amendment details and updated protocol pages.
Animal Exposure Occupational Health Program (AEOHP)	The Animal Exposure Occupational Health Program (AEOHO) applies to personnel who in the conduct of their work in research, testing and teaching have direct contact with vertebrate animals including their tissues, body fluids, wastes and/or indirect animal aerosol exposure.  Personnel with these types of exposures must be provided with appropriate awareness of training.
Concern	A concern about any aspect of the animal care and use program. Depending on the user’s role, the user will receive either a short or long form to complete. The long form is for IACUC staff and other IACUC roles to add more details about the concern such as deficiency details, if appropriate.
Continuing Review	A review of an approved protocol conducted at appropriate intervals between triennial reviews. The continuing review is intended to review a submission and report any unexpected outcomes related to animal health.
Inspection	An inspection of a facility, such as a semiannual facility inspection, or a Post-Approval Monitoring (PAM) audit of investigators, protocols, and procedures.
Human Research Protection Program	Purdue’s Human Research Protection Program is charged with ensuring that all human subjects research conducted by faculty, staff and students under the auspices of Purdue University is conducted ethically and in a manner that promotes the protection of the rights and welfare of human subjects.
Institutional Animal Care and Use Committee (IACUC)	The Institutional Care and Use Committee (IACUC) is responsible for oversight of animal care and use program and its components.  The IACUC reviews research protocols and conducts evaluations of the institution’s animal care.
Laboratory Animal Program (LAP)	This system of self-regulation re-establishes a rigorous program of animal care and use and provides flexibility in fulfilling the responsibility to provide humane care.
Post Approval Monitoring (PAM)	Team within Research Regulatory Affairs that aims to help ensure the well-being of humans and vertebrate animals involved in research
Procedure	An animal intervention procedure designed for use in experimental protocols. The procedure typically consists of a small number of forms, with one or more forms specific to the procedure type selected.
Protocol	A brand new protocol. The protocol submission consists of several forms and attachments that contain the research and experiment details.
Triennial Review	A review of an approved protocol conducted every three years (also called a “de novo” review).   The triennial review submission consists of a form that identifies the progress made on the protocol along with the updated protocol (all pages).

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