• INSTITUTION_NO
• LAST_EXTRACT_DATE
• PAR_PI_PRIACADAPPT_ORG_CODE
• PAR_PI_PRIACADAPPT_SCH_CODE
• PARENT_PI_ERA_PRI_ORG_CODE
• PARENT_PI_ERA_PRI_SCHOOL_CODE
• PARENT_PI_HOME_ORG_CODE
• PARENT_PI_HOME_SCH_CODE
• PARENT_PI_INV_ORG_CODE
• PARENT_PI_INV_SCH_CODE
• PARENT_PI_PENN_ID
• PARENT_PI_PRI_APPT_ORG_CODE
• PARENT_PI_PRI_APPT_SCH_CODE
• PARENT_PROP_RESP_ORG_CODE
• PARENT_PROP_RESP_SCH_CODE
• PERIOD_NUMBER
• PI_ERA_PRIMARY_ORG_CODE
• PI_ERA_PRIMARY_SCHOOL_CODE
• PI_HOME_ORG_CODE
• PI_HOME_SCHOOL_CODE
• PI_INVESTIGATOR_ORG_CODE
• PI_INVESTIGATOR_SCHOOL_CODE
• PI_PENN_ID
• PI_PRI_ACAD_APPT_ORG_CODE
• PI_PRI_ACAD_APPT_SCHOOL_CODE
• PI_PRI_APPT_ORG_CODE
• PI_PRI_APPT_SCHOOL_CODE
• PROP_NO
• PROPOSAL_RESP_ORG_CODE
• PROPOSAL_RESP_SCHOOL_CODE
• REQRESPINV_ERA_PRI_ORG_CODE
• REQRESPINV_ERA_PRI_SCH_CODE

• REQRESPINV_HOME_ORG_CODE
• REQRESPINV_HOME_SCH_CODE
• REQRESPINV_INV_ORG_CODE
• REQRESPINV_INV_SCH_CODE
• REQRESPINV_PRI_APPT_ORG_CODE
• REQRESPINV_PRI_APPT_SCH_CODE
• REQRESPINV_PRIACADAP_ORG_CODE
• REQRESPINV_PRIACADAP_SCH_CODE
• REQUEST_NUMBER
• REQUEST_RESP_INVESTIGATOR
• REQUEST_RESP_ORG_CODE
• REQUEST_RESP_SCHOOL_CODE
• REQUEST_STATUS
• REQUEST_SUBMITTED_DATE
• REQUEST_TYPE
• REQUESTED_COST_SHR_CASH
• REQUESTED_COST_SHR_IN_KIND
• REQUESTED_COST_SHR_OTHER
• REQUESTED_COST_SHR_TOTAL
• REQUESTED_DIRECT_COSTS
• REQUESTED_INDIRECT_COSTS
• REQUESTED_MTDC
• REQUESTED_NONSPON_COSTS
• REQUESTED_PERIOD_END_DATE
• REQUESTED_PERIOD_END_FY
• REQUESTED_PERIOD_START_DATE
• REQUESTED_PERIOD_START_FY
• REQUESTED_TOT_SPON_COSTS
• REQUESTED_TOTAL_COSTS
• SCHOOL_LOG_NUMBER
• SPONSOR_CODE

The eight-digit sequence number used by the University to uniquely identify the proposal to which the request applies. Note that the value for INSTITUTION_NO includes leading zeroes.

Records with an
INSTITUTION_NO less than or equal to 05017400 were converted from the Research Services System (RSS, the system used to track proposals and awards before October 14, 2003). Other records are for proposals created in PennERA.

There are two different unique identifiers for a proposal: INSTITUTION_NO and PROP_NO. INSTITUTION_NO is used by the University. PROP_NO is used internally by the PennERA system. For a given record, INSTITUTION_NO will not have the same value as PROP_NO. While either one may be used when joining PennERA Proposals tables, INSTITUTION_NO is the one recommended for display in reports.

There is one PENNERA_REQUEST record per proposal (INSTITUTION_NO or PROP_NO) per REQUEST_NUMBER. (Though PERIOD_NUMBER is part of the physical primary key for the PENNERA_REQUEST table, it is not part of the logical primary key for the table.)

Example: 00216424

Values:
List of values not available

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): any screen for the proposal; the Proposal Header (unlabelled, stationary section at the top of the screen); the number on the first line of the Proposal Header text

The date this request record was extracted from the PennERA Proposal Tracking system and loaded into the Warehouse.

Example: 10/28/2003

Values:
List of values not available.

This data element is reserved for future use.

This data element is reserved for future use.

A sequence number uniquely identifying the budget period within the proposal to which the request applies. Each proposal (INSTITUTION_NO) has a PERIOD_NUMBER ‘1’. The maximum PERIOD_NUMBER for a proposal is the number of budget periods for that proposal.

There is one PENNERA_REQUEST record per proposal (INSTITUTION_NO or PROP_NO) per REQUEST_NUMBER. (Though PERIOD_NUMBER is part of the physical primary key for the PENNERA_REQUEST table, it is not part of the logical primary key for the table.)

Examples: 3, 11

Values:
List of values not available

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): Budget; Requested; Requested Budget section; the row for the request; the value in the Applied to Period column (The first row in the Requested Budget section is for REQUEST_NUMBER 1, the second row is for REQUEST_NUMBER 2, etc.)

The 4-character code for the ERA primary organization (‘org.’) for the person identified by the PI_PENN_ID. That is the Principal Investigator for the proposal to which the request applies.

The ERA primary org. is the org. flagged as the primary department in the person’s PennERA Profile. Although it is used to secure certain data elements in the Data Warehouse, the ERA primary org. is not used by the University’s business processes.

For Penn staff, the ERA primary org. is the primary (job) appointment org. For Penn faculty, it is the primary academic (job) appointment org., which will not be the same as primary appointment org. for those faculty holding administrative positions. For Penn employees whose job appointments are all on the executive payroll, ERA primary org. is ‘8000’ ('General University Special '). For Penn students, the ERA primary org. is the organizational equivalent of their home Division (for example, ‘0200’, School of Arts and Sciences.) For investigators from the University of Pennsylvania Health System (UPHS), the ERA primary org. is ‘2100’ ('Health System '). For members of the research community who are otherwise not affiliated with Penn, the ERA primary org. is ‘8760' ('Research Services').

PI_ERA_PRIMARY_ORG_CODE reflects the ERA primary org. of the PI for the proposal, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the PI_ERA_PRIMARY_ORG_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL table. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END in the PENNERA_PROPOSAL table.)

To facilitate Organization-based security, PI_ERA_PRIMARY_ORG_CODE is set to '.' if it would otherwise be null.

Example: 4261 (DM-Rheumatology)

Values:
Refer to the ORG_CODES table for values.

Source: PENNERA_PROPOSAL_INVESTIGATOR. ERA_PRIMARY_ORG_CODE where PENNERA_PROPOSAL_INVESTIGATOR. PENN_ID = PENNERA_REQUEST.PI_PENN_ID

The 2-character code for the school or center for the PI_ERA_PRIMARY_ORG_CODE. That identifies the ERA primary organization (‘org.’) for the person identified by the PI_PENN_ID--the Principal Investigator for the proposal to which the request applies.

The ERA primary org. is the org. flagged as the primary department in the person’s PennERA Profile. Although it is used to secure certain data elements in the Data Warehouse, the ERA primary org. is not used by the University’s business processes.

PI_ERA_PRIMARY_SCHOOL_CODE reflects the ERA primary school of the PI for the proposal, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the PI_ERA_PRIMARY_SCHOOL_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL table. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END in the PENNERA_PROPOSAL table.)

If the PI_ERA_PRIMARY_ORG_CODE is '.', the PI_ERA_PRIMARY_SCHOOL_CODE is also '.'.

Example: 40 (School of Medicine)

Values:
Refer to the CNAC_CODES Table for values. 
The code for a school or center is the 
same as the first 2 characters of the CNAC.

The home org. is the org. that owns the person's employee record and is responsible for its maintenance.

PI_HOME_ORG_CODE reflects the home org. of the PI for the proposal, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the PI_HOME_ORG_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL table. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END in the PENNERA_PROPOSAL table.) If the PI for the proposal has no employee information dating back to the time of the funding cycle, PI_HOME_ORG_CODE is '.'. (Because the PI_HOME_ORG_CODE is one of the data elements used to secure the data, it is set to '.' if it would otherwise be null.)

Example: 4261 (DM-Rheumatology)

Values:
Refer to the ORG_CODES table for values.

Source: PENNERA_PROPOSAL_INVESTIGATOR. HOME_ORG_CODE where PENNERA_PROPOSAL_INVESTIGATOR. PENN_ID = PENNERA_REQUEST. PI_PENN_ID

The home org. is the org. that owns the person's employee record and is responsible for its maintenance.

PI_HOME_SCHOOL_CODE reflects the home school of the PI for the proposal, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the PI_HOME_SCHOOL_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL table. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END in the PENNERA_PROPOSAL table.) If the PI for the proposal has no employee information dating back to the time of the funding cycle, PI_HOME_SCHOOL_CODE is '.'.

Example: 40 (School of Medicine)

Values:
Refer to the CNAC_CODES Table for values. 
The code for a school or center is the 
same as the first 2 characters of the CNAC.

Although it is used to secure certain data elements in the Data Warehouse, the investigator org. is not used by the University’s business processes.

For a given investigator associated with a proposal, the investigator org. is the org. specified (on the Office of Research Services Proposal Transmittal and Approval Form) as the 'Dept. Administering Project' (the PROPOSAL_RESP_ORG_CODE). An exception to this rule is that, if the PROPOSAL_RESP_ORG_CODE is neither the investigator's ERA primary org. nor an org. where the investigator has a job appointment, when the investigator's data is entered for the proposal in PennERA, the investigator org. is chosen from among those orgs., based on its being the one that is most closely related to the PROPOSAL_RESP_ORG_CODE. In other words:

• if the investigator has only one org, then that org. is chosen; otherwise,
• if the investigator has an org. that is the same as the PROPOSAL_RESP_ORG_CODE, then that org. is chosen; otherwise
• the investigator's orgs. are sorted in ascending order, and the first org. whose org. code is greater than or equal to the PROPOSAL_RESP_ORG_CODE is chosen; otherwise,
• if the investigator has no org. whose org. code is greater than or equal to the PROPOSAL_RESP_ORG_CODE, the investigator's ERA primary org. is chosen

To facilitate Organization-based security, PI_INVESTIGATOR_ORG_CODE is set to '.' if it would otherwise be null.

Example: 4261 (DM-Rheumatology)

Values:
Refer to the ORG_CODES table for values.

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): General; Personnel; the code in the Department column for the person flagged as the PI

Although it is used to secure certain data elements in the Data Warehouse, the investigator org. is not used by the University’s business processes.

If the PI_INVESTIGATOR_ORG_CODE is '.', the PI_INVESTIGATOR_SCHOOL_CODE is also '.'.

Example: 40 (School of Medicine)

Values:
Refer to the CNAC_CODES Table for values. 
The code for a school or center is the same
as the first 2 characters of the CNAC.

Source: ORG_CODES.CENTER_CODE where PENNERA_REQUEST. PI_INVESTIGATOR_ORG_CODE =ORG_CODES.ORGANIZATION_CODE

The PennID is the 8-digit identification number assigned to a person by the Penn Community system. No two persons have the same PennID. However, a person may have more than one PennID. For example, say Dr. John Doe had a sponsored project in 1990, but his Social Security number was not recorded in the Research Services System (RSS, the system then used to track proposals and awards). Dr. Doe left the University after project ended. When the RSS data was converted to PennERA, there was no record in Penn Community for Dr. Doe. Because his Social Security number was not available, a PennERA-specific PennID (beginning with a ‘P’) was created for him. In 2003, Dr. Doe returned to the University, and was assigned a numeric PennID (for example, 10039706). Dr. Doe would then have two PennIDs, but one could not tell from looking at the data that both PennIDs identify the same person.

See also PARENT_PI_PENN_ID and REQUEST_RESP_INVESTIGATOR

Examples: ‘P1000194’ (Lisa Jay); ‘10006336’ (Herman Gluck)

Values:
Refer to the PENNERA_PEOPLE Table for values.

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): General; Personnel; the PennID for the person flagged as the PI (the PennID is not shown)

The primary academic appointment org. is the org. where the person has his or her primary academic job appointment. If the person has more than one academic job appointment, the primary academic appointment is the one with the most important faculty class. For further information on the primary academic appointment, see the explanation in the Cautions section of the documentation for the EMPLOYEE_GENERAL Table.

PI_PRI_ACAD_APPT_ORG_CODE reflects the primary academic appointment org. of the PI for the proposal, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the PI_PRI_ACAD_APPT_ORG_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL table. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END in the PENNERA_PROPOSAL table.) If the PI for the proposal has no employee information about a faculty job appointment dating back to the time of the funding cycle, PI_PRI_ACAD_APPT_ORG_CODE is '.'. (Because the PI_PRI_ACAD_APPT_ORG_CODE is one of the data elements used to secure the data, it is set to '.' if it would otherwise be null.)

Example: 4261 (DM-Rheumatology)

Values:
Refer to the ORG_CODES table for values.

Source: PENNERA_PROPOSAL_INVESTIGATOR. PRIMARY_ACADEMIC_ORG_CODE where PENNERA_PROPOSAL_INVESTIGATOR. PENN_ID = PENNERA_REQUEST.PI_PENN_ID

The primary academic appointment org. is the org. where the person has his or her primary academic job appointment. If the person has more than one academic job appointment, the primary academic appointment is the one with the most important faculty class.

PI_PRI_ACAD_APPT_SCHOOL_CODE reflects the primary academic appointment school of the PI for the proposal, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the PI_PRI_ACAD_APPT_SCHOOL_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL table. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END in the PENNERA_PROPOSAL table.) If the PI for the proposal has no employee information about a faculty job appointment dating back to the time of the funding cycle, PI_PRI_ACAD_APPT_SCHOOL_CODE is '.'.

Example: 40 (School of Medicine)

Values:
Refer to the CNAC_CODES Table for values. 
The code for a school or center is the same
as the first 2 characters of the CNAC.

Source: PENNERA_PROPOSAL_INVESTIGATOR. PRIMARY_ACADEMIC_SCHOOL_CODE where PENNERA_PROPOSAL_INVESTIGATOR. PENN_ID = PENNERA_REQUEST.PI_PENN_ID

The primary appointment org. is the org. where the person has his or her primary job appointment, per the University’s employee census logic. If the person has more than one job appointment, the primary appointment is determined as follows: if the person has a standing faculty appointment, that is the person’s primary appointment. If the employee has a job whose personnel class is SS (Support Staff), US (Unionized Staff) or ST (Student), that is the primary appointment. If most of the person’s pay comes from his or her academic jobs, the highest paid academic job is the primary appointment. If most of the person’s pay comes from his or her administrative jobs, the highest paid administrative job is the primary appointment.

PI_PRI_APPT_ORG_CODE reflects the primary appointment org. of the PI for the proposal, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the PI_PRI_APPT_ORG_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL table. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END in the PENNERA_PROPOSAL table.) If the PI for the proposal has no employee information dating back to the time of the funding cycle, PI_PRI_APPT_ORG_CODE is '.'. (Because the PI_PRI_APPT_ORG_CODE is one of the data elements used to secure the data, it is set to '.' if it would otherwise be null.)

Example: 4261 (DM-Rheumatology)

Values:
Refer to the ORG_CODES table for values.

Source: PENNERA_PROPOSAL_INVESTIGATOR. PRIMARY_APPT_ORG_CODE where PENNERA_PROPOSAL_INVESTIGATOR. PENN_ID = PENNERA_REQUEST.PI_PENN_ID

The primary appointment org. is the org. where the person has his or her primary job appointment, per the University’s employee census logic.

PI_PRI_APPT_SCHOOL_CODE reflects the primary appointment school of the PI for the proposal, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the PI_PRI_APPT_SCHOOL_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL table. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END in the PENNERA_PROPOSAL table.) If the PI for the proposal has no employee information dating back to the time of the funding cycle, PI_PRI_APPT_SCHOOL_CODE is '.'.

Example: 40 (School of Medicine)

Values:
Refer to the CNAC_CODES Table for values. 
The code for a school or center is the same
as the first 2 characters of the CNAC.

Source: PENNERA_PROPOSAL_INVESTIGATOR. PRIMARY_APPT_SCHOOL_CODE where PENNERA_PROPOSAL_INVESTIGATOR. PENN_ID = PENNERA_REQUEST.PI_PENN_ID

There are two different unique identifiers for a proposal: INSTITUTION_NO and PROP_NO. INSTITUTION_NO is used by the University. PROP_NO is used internally by the PennERA system. For a given record, INSTITUTION_NO will not have the same value as PROP_NO. While either one may be used when joining PennERA Proposals tables, INSTITUTION_NO is the one recommended for display in reports.

There is one PENNERA_REQUEST record per proposal (INSTITUTION_NO or PROP_NO) per REQUEST_NUMBER. (Though PERIOD_NUMBER is part of the physical primary key for the PENNERA_REQUEST table, it is not part of the logical primary key for the table.)

Example: ‘0000000217’

Values:
List of values not available

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): any screen for the proposal; the Proposal Header (unlabelled, stationary section at the top of the screen); the PROP_NO for the INSTITUTION_NO (INSTITUTION_NO is the number on the first line of the Proposal Header text; PROP_NO is not shown)

To facilitate Organization-based security, PROPOSAL_RESP_ORG_CODE is set to '.' if it would otherwise be null.

Example: 4261 (DM-Rheumatology)

Values:
Refer to the ORG_CODES table for values.

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): General; Summary; Associated Department section; the code listed in the Department column for the row flagged as Primary

The 2-character code for the school or center for the PROPOSAL_RESP_ORG_CODE -- the organization responsible for the proposal to which the request applies.

If the PROPOSAL_RESP_ORG_CODE is '.', the PROPOSAL_RESP_SCHOOL_CODE is also '.'.

Example: 40 (School of Medicine)

Values:
Refer to the CNAC_CODES Table for values. 
The code for a school or center is the same
as the first 2 characters of the CNAC.

Source: ORG_CODES.CENTER_CODE where PENNERA_REQUEST. PROPOSAL_RESP_ORG_CODE =ORG_CODES.ORGANIZATION_CODE

The 4-character code for the ERA primary organization (‘org.’) for the person identified by the REQUEST_RESP_INVESTIGATOR. That is the investigator responsible for the request (who might or might not be the Principal Investigator for the proposal to which the request applies).

The ERA primary org. is the org. flagged as the primary department in the person’s PennERA Profile. Although it is used to secure certain data elements in the Data Warehouse, the ERA primary org. is not used by the University’s business processes.

For Penn staff, the ERA primary org. is the primary (job) appointment org. For Penn faculty, it is the primary academic (job) appointment org., which will not be the same as primary appointment org. for those faculty holding administrative positions. For Penn employees whose job appointments are all on the executive payroll, ERA primary org. is ‘8000’ ('General University Special '). For Penn students, the ERA primary org. is the organizational equivalent of their home Division (for example, ‘0200’, School of Arts and Sciences.) For investigators from the University of Pennsylvania Health System (UPHS), the ERA primary org. is ‘2100’ ('Health System '). For members of the research community who are otherwise not affiliated with Penn, the ERA primary org. is ‘8760' ('Research Services').

REQRESPINV_ERA_PRI_ORG_CODE reflects the ERA primary org. of the investigator responsible for the request, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the REQRESPINV_ERA_PRI_ORG_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL record for the INSTITUTION_NO. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END.)

To facilitate Organization-based security, REQRESPINV_ERA_PRI_ORG_CODE is set to '.' if it would otherwise be null.

Example: 4261 (DM-Rheumatology)

Values:
Refer to the ORG_CODES table for values.

Source: PENNERA_PROPOSAL_INVESTIGATOR.ERA_PRIMARY_ORG_CODE where PENNERA_PROPOSAL_INVESTIGATOR.PENN_ID = PENNERA_REQUEST.REQUEST_RESP_INVESTIGATOR

The 2-character code for the school or center for the REQRESPINV_ERA_PRI_ORG_CODE. That identifies the ERA primary organization (‘org.’) for the person identified by the REQUEST_RESP_INVESTIGATOR--the investigator responsible for the request. (This might or might not be the Principal Investigator for the proposal to which the request applies.)

The ERA primary org. is the org. flagged as the primary department in the person’s PennERA Profile. Although it is used to secure certain data elements in the Data Warehouse, the ERA primary org. is not used by the University’s business processes.

REQRESPINV_ERA_PRI_SCH_CODE reflects the ERA primary school of the investigator responsible for the request, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the REQRESPINV_ERA_PRI_SCH_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL record for the INSTITUTION_NO. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END.)

If the REQRESPINV_ERA_PRI_ORG_CODE is '.', the REQRESPINV_ERA_PRI_SCH_CODE is also '.'.

Example: 40 (School of Medicine)

Values:
Refer to the CNAC_CODES Table for values. 
The code for a school or center is the same 
as the first 2 characters of the CNAC.

Source: PENNERA_PROPOSAL_INVESTIGATOR.ERA_PRIMARY_SCHOOL_CODE where PENNERA_PROPOSAL_INVESTIGATOR.PENN_ID = PENNERA_REQUEST.REQUEST_RESP_INVESTIGATOR

The home org. is the org. that owns the person's University employee record and is responsible for its maintenance.

REQRESPINV_HOME_ORG_CODE reflects the home org. of the investigator responsible for the request, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the REQRESPINV_HOME_ORG_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL record for the INSTITUTION_NO. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END.) If the investigator responsible for the request has no employee information dating back to the time of the funding cycle, REQRESPINV_HOME_ORG_CODE is '.'. (Because the REQRESPINV_HOME_ORG_CODE is one of the data elements used to secure the data, it is set to '.' if it would otherwise be null.)

Example: 4261 (DM-Rheumatology)

Values:
Refer to the ORG_CODES table for values.

Source: PENNERA_PROPOSAL_INVESTIGATOR.HOME_ORG_CODE where PENNERA_PROPOSAL_INVESTIGATOR.PENN_ID = PENNERA_REQUEST.REQUEST_RESP_INVESTIGATOR

The home org. is the org. that owns the person's University employee record and is responsible for its maintenance.

REQRESPINV_HOME_SCH_CODE reflects the home school of the investigator responsible for the request, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the REQRESPINV_HOME_SCH_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL record for the INSTITUTION_NO. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END.) If the investigator responsible for the request has no employee information dating back to the time of the funding cycle, REQRESPINV_HOME_SCH_CODE is '.'.

Example: 40 (School of Medicine)

Values:
Refer to the CNAC_CODES Table for values. The 
code for a school or center is the same as the 
first 2 characters of the CNAC.

Although it is used to secure certain data elements in the Data Warehouse, the investigator org. is not used by the University’s business processes.

For a given investigator associated with a request, the investigator org. is the org. specified as the Associated Department for the request (the REQUEST_RESP_ORG_CODE). An exception to this rule is that, if the REQUEST_RESP_ORG_CODE is neither the investigator's ERA primary org. nor an org. where the investigator has a job appointment, when the investigator's data is entered for the request in PennERA, the investigator org. is chosen from among those orgs., based on its being the one that is most closely related to the REQUEST_RESP_ORG_CODE. In other words:

• if the investigator has only one org, then that org. is chosen; otherwise,
• if the investigator has an org. that is the same as the REQUEST_RESP_ORG_CODE, then that org. is chosen; otherwise
• the investigator's orgs. are sorted in ascending order, and the first org. whose org. code is greater than or equal to the REQUEST_RESP_ORG_CODE is chosen; otherwise,
• if the investigator has no org. whose org. code is greater than or equal to the REQUEST_RESP_ORG_CODE, the investigator's ERA primary org. is chosen

To facilitate Organization-based security, REQRESPINV_INV_ORG_CODE is set to '.' if it would otherwise be null.

Example: 4261 (DM-Rheumatology)

Values:
Refer to the ORG_CODES table for values.

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): the org. portion of the value selected from the investigator pick list when the Request Responsible Investigator data was entered for the request. Once the data has been entered, the Proposal Tracking module does not display the REQRESPINV_INV_ORG_CODE; but in most cases, it can be deduced. First, find the name of the investigator responsible for the request (Budget; Requested; Requested Budget section; click on the View or Edit icon in the row for the request [the first row in the Requested Budget section is for REQUEST_NUMBER 1, the second row is for REQUEST_NUMBER 2, etc.]; the name of the first person listed in the Personnel section). Then look for that person's investigator org. (General; Personnel; the code in the Department column for the row whose Name column matches the name of the investigator responsible for the request). If the person's investigator org. changed over the course of the proposal, the person has one row for each investigator org., and you cannot deduce the REQRESPINV_INV_ORG_CODE.

Although it is used to secure certain data elements in the Data Warehouse, the investigator org. is not used by the University’s business processes.

If the REQRESPINV_INV_ORG_CODE is '.', the REQRESPINV_INV_SCH_CODE is also '.'.

Example: 40 (School of Medicine)

Values:
Refer to the CNAC_CODES Table for values. The 
code for a school or center is the same as the 
first 2 characters of the CNAC.

Source: PENNERA_PROPOSAL_INVESTIGATOR.INVESTIGATOR_SCHOOL_CODE where PENNERA_PROPOSAL_INVESTIGATOR.PENN_ID = PENNERA_REQUEST.REQUEST_RESP_INVESTIGATOR

The primary appointment org. is the org. where the person has his or her primary job appointment, per the University’s employee census logic. If the person has more than one job appointment, the primary appointment is determined as follows: if the person has a standing faculty appointment, that is the person’s primary appointment. If the employee has a job whose personnel class is SS (Support Staff), US (Unionized Staff) or ST (Student), that is the primary appointment. If most of the person’s pay comes from his or her academic jobs, the highest paid academic job is the primary appointment. If most of the person’s pay comes from his or her administrative jobs, the highest paid administrative job is the primary appointment.

REQRESPINV_PRI_APPT_ORG_CODE reflects the primary appointment org. of the investigator responsible for the request, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the REQRESPINV_PRI_APPT_ORG_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL record for the INSTITUTION_NO. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END.) If the investigator responsible for the request has no employee information dating back to the time of the funding cycle, REQRESPINV_PRI_APPT_ORG_CODE is '.'. (Because the REQRESPINV_PRI_APPT_ORG_CODE is one of the data elements used to secure the data, it is set to '.' if it would otherwise be null.)

Example: 4261 (DM-Rheumatology)

Values:
Refer to the ORG_CODES table for values.

Source: PENNERA_PROPOSAL_INVESTIGATOR.PRIMARY_APPT_ORG_CODE where PENNERA_PROPOSAL_INVESTIGATOR.PENN_ID = PENNERA_REQUEST.REQUEST_RESP_INVESTIGATOR

The primary appointment org. is the org. where the person has his or her primary job appointment, per the University’s employee census logic.

REQRESPINV_PRI_APPT_SCH_CODE reflects the primary appointment school of the investigator responsible for the request, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the REQRESPINV_PRI_APPT_SCH_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL record for the INSTITUTION_NO. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END.) If the investigator responsible for the request has no employee information dating back to the time of the funding cycle, REQRESPINV_PRI_APPT_SCH_CODE is '.'.

Example: 40 (School of Medicine)

Values:
Refer to the CNAC_CODES Table for values. 
The code for a school or center is the same 
as the first 2 characters of the CNAC.

Source: PENNERA_PROPOSAL_INVESTIGATOR.PRIMARY_APPT_SCHOOL_CODE where PENNERA_PROPOSAL_INVESTIGATOR.PENN_ID = PENNERA_REQUEST.REQUEST_RESP_INVESTIGATOR

The primary academic appointment org. is the org. where the person has his or her primary academic job appointment at the University. If the person has more than one academic job appointment, the primary academic appointment is the one with the most important faculty class. For further information on the primary academic appointment, see the explanation in the Cautions section of the documentation for the EMPLOYEE_GENERAL Table.

REQRESPINV_PRIACADAP_ORG_CODE reflects the primary academic appointment org. of the investigator responsible for the request, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the REQRESPINV_PRIACADAP_ORG_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL record for the INSTITUTION_NO. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END.) If the investigator responsible for the request has no employee information about a faculty job appointment dating back to the time of the funding cycle, REQRESPINV_PRIACADAP_ORG_CODE is '.'. (Because the REQRESPINV_PRIACADAP_ORG_CODE is one of the data elements used to secure the data, it is set to '.' if it would otherwise be null.)

Example: 4261 (DM-Rheumatology)

Values:
Refer to the ORG_CODES table for values.

Source: PENNERA_PROPOSAL_INVESTIGATOR.PRIMARY_ACADEMIC_ORG_CODE where PENNERA_PROPOSAL_INVESTIGATOR.PENN_ID = PENNERA_REQUEST.REQUEST_RESP_INVESTIGATOR

The primary academic appointment org. is the org. where the person has his or her primary academic job appointment at the University. If the person has more than one academic job appointment, the primary academic appointment is the one with the most important faculty class.

REQRESPINV_PRIACADAP_SCH_CODE reflects the primary academic appointment school of the investigator responsible for the request, as it was at the time of the proposal (funding cycle). Once the funding cycle has ended, the REQRESPINV_PRIACADAP_SCH_CODE is no longer updated. The dates for the funding cycle are the AWARDED_PROJECT_START and AWARDED_PROJECT_END in the PENNERA_PROPOSAL record for the INSTITUTION_NO. (If the proposal was not awarded, the dates for the funding cycle are the REQUESTED_PROJECT_START and REQUESTED_PROJECT_END.) If the investigator responsible for the request has no employee information about a faculty job appointment dating back to the time of the funding cycle, REQRESPINV_PRIACADAP_SCH_CODE is '.'.

Example: 40 (School of Medicine)

Values:
Refer to the CNAC_CODES Table for values. 
The code for a school or center is the same 
as the first 2 characters of the CNAC.

Source: PENNERA_PROPOSAL_INVESTIGATOR.PRIMARY_ACADEMIC_SCHOOL_CODE where PENNERA_PROPOSAL_INVESTIGATOR.PENN_ID = PENNERA_REQUEST.REQUEST_RESP_INVESTIGATOR

A sequence number uniquely identifying the request within the proposal to which it applies. Each proposal (INSTITUTION_NO) has an REQUEST_NUMBER ‘1’. The maximum REQUEST_NUMBER for a proposal is the number of requests for that proposal.

There is one PENNERA_REQUEST record per proposal (INSTITUTION_NO or PROP_NO) per REQUEST_NUMBER. (Though PERIOD_NUMBER is part of the physical primary key for the PENNERA_REQUEST table, it is not part of the logical primary key for the table.)

Examples: 2, 13

Values:
List of values not available

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): Budget; Requested; Requested Budget section; the row number for the request. (The first row in the Requested Budget section is for REQUEST_NUMBER 1, the second row is for REQUEST_NUMBER 2, etc.)

See also PI_PENN_ID and PARENT_PI_PENN_ID

Example: 10108345 (LAUFER,TERRI M)

Values:
Refer to the PENNERA_PEOPLE table for values.

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): Budget; Requested; Requested Budget section; click on the View or Edit icon in the row for the request [the first row in the Requested Budget section is for REQUEST_NUMBER 1, the second row is for REQUEST_NUMBER 2, etc.]; the PennID of the first person listed in the Personnel section. (The PennID is not displayed.)

The 4-character code that identifies the Organization (org.) responsible for the request. To facilitate Organization-based security, REQUEST_RESP_ORG_CODE is set to '.' if it would otherwise be null.

Note that the value of REQUEST_RESP_ORG_CODE may be inaccurate for some records. For request records created on or after Oct. 10, 2006, in PennERA's Proposal Development (PD) module, the REQUEST_RESP_ORG_CODE reflects the ERA primary org. of the person who created the request record. That person's ERA primary org. might or might not be the org. that is responsible for the request. (If the record was created in PD, PENNERA_PROPOSAL.PD_FLAG = 'Y'. For more information on the ERA primary org., see the documentation on PENNERA_PEOPLE.ERA_PRIMARY_ORG.)

Example: 4261 (DM-Rheumatology)

Values:
Refer to the ORG_CODES table for values.

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): Budget; Requested; Requested Budget section; click on the View or Edit icon in the row for the request [the first row in the Requested Budget section is for REQUEST_NUMBER 1, the second row is for REQUEST_NUMBER 2, etc.]; Budget Detail section; the code at the beginning of the value for Associated Department

The 2-character code that identifies the school or center for the Organization
responsible for administering the science and the money for the request.

If the REQUEST_RESP_ORG_CODE is '.', the REQUEST_RESP_SCHOOL_CODE is also '.'.

Example: 40 (School of Medicine)

Values:
Refer to the CNAC_CODES Table for values.
The code for a school or center is the same
 as the first 2 characters of the CNAC.

The current status of the request, per the sponsor’s response to the request.

Note that REQUEST_STATUS will be null if the request belongs to a proposal whose PennERA record was created in Proposal Development (PD) and the proposal has not yet been submitted to its sponsor. (If the record was created in PD, PENNERA_PROPOSAL.PD_FLAG = 'Y'. If the proposal has been submitted to the sponsor, it has a PENNERA_PROP_STAT_HIST record for the 'Pending' status.)

For the effective date of the current status of the request, or for more details on how the request's status has changed over time, use the PENNERA_REQ_STAT_HIST table.

Values:

Awarded--the sponsor has awarded funding for the
   request
Future--the sponsor has notified the University
   of its intent to award funding for the request,
   which applies to a future period (“out year”)
Future Pending--the sponsor has notified
   the University of its intent to award funding
   for the request, and the Principal Investigator has
   applied for a non-competing continuation for 
   the period to which the request applies
Pending--the Office of Research Services has
   given its approval for the request to be 
   submitted to the sponsor; the request is 
   pending a decision by the sponsor
Revised Budget Requested--the sponsor has asked that the
   Principal Investigator submit a revised budget for the 
   request
Unfunded--the sponsor has notified the University that it
   will not award funding for the request
Withdrawn--the Principal Investigator has withdrawn the 
   request from consideration by the sponsor

The date when the request was approved to be submitted to the sponsor. This may differ from the date the proposal was submitted to the sponsor. For example, if the request is for a supplement to the first period for the proposal, the
REQUEST_SUBMITTED_DATE will differ from the date the proposal was submitted to the sponsor.

If the request record was created in PennERA via the SOMERA Interface, how the REQUEST_SUBMITTED_DATE is populated depends on the REQUEST_NUMBER. If the REQUEST_NUMBER is 1, the REQUEST_SUBMITTED_DATE was initially populated with the same value as the PENNERA_PROPOSAL.SUBMITTED_DATE (the Status Date in SOMERA). If the REQUEST_NUMBER is not 1, the REQUEST_SUBMITTED_DATE remains null until the School of Medicine provides the value and the Office of Research Services enters it into PennERA. (SOMERA is the School of Medicine’s Electronic Research Administration system.)

Example: 07/15/2002

Values:
List of values not available.

Values:
Budget Period
Supplement

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): Budget; Requested; Requested Budget section; the row for the request; the value in the Type column. (The first row in the Requested Budget section is for REQUEST_NUMBER 1, the second row is for REQUEST_NUMBER 2, etc.)

The total dollar amount of cost sharing associated with the request. Cost sharing is the amount of funding provided for the sponsored project that does not come from the sponsor. REQUESTED_COST_SHR_TOTAL is the total amount of cost sharing to be provided by all cost sharing sources combined. For example, the University proposes a project estimated to have a total cost of $100,000. The sponsor is asked to pay 75% ($75,000) and the University offers to pay 25% ($25,000). The $25,000 is the cost-sharing component.

Note that, regardless of the current status of the request ('Pending', 'Awarded', etc.), the value of REQUESTED_COST_SHR_TOTAL reflects what was requested, not what was awarded.

REQUESTED_COST_SHR_TOTAL is populated only for requests whose records were entered or updated since October 14, 2003. The value is null for all other records.

Values:
0 to 99,999,999,999.99

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): Budget; Requested; Requested Budget section; click on the View or Edit icon in the row for the request (the first row in the Requested Budget section is for REQUEST_NUMBER 1, the second row is for REQUEST_NUMBER 2, etc.); Project Detail section; Total Institution Costs

REQUESTED_DIRECT_COSTS + REQUESTED_INDIRECT_COSTS = REQUESTED_TOT_SPON_COSTS

Note that, regardless of the current status of the request ('Pending', 'Awarded', etc.), the value of REQUESTED_DIRECT_COSTS reflects what was requested, not what was awarded.

Values:
0 to 99,999,999,999.99

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): Budget; Requested; Requested Budget section; click on the View or Edit icon in the row for the request (the first row in the Requested Budget section is for REQUEST_NUMBER 1, the second row is for REQUEST_NUMBER 2, etc.); Project Detail section; Sponsor Total Direct Costs

REQUESTED_DIRECT_COSTS + REQUESTED_INDIRECT_COSTS = REQUESTED_TOT_SPON_COSTS

Note that, regardless of the current status of the request ('Pending', 'Awarded', etc.), the value of REQUESTED_INDIRECT_COSTS reflects what was requested, not what was awarded.

See also REQUESTED_MTDC

Values:
0 to 99,999,999,999.99

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): Budget; Requested; Requested Budget section; click on the View or Edit icon in the row for the request (the first row in the Requested Budget section is for REQUEST_NUMBER 1, the second row is for REQUEST_NUMBER 2, etc.); Project Detail section; F&A

REQUESTED_NONSPON_COSTS + REQUESTED_TOT_SPON_COSTS =
REQUESTED_TOTAL_COSTS

Note that, regardless of the current status of the request ('Pending', 'Awarded', etc.), the value of REQUESTED_NONSPON_COSTS reflects what was requested, not what was awarded.

See also REQUESTED_COST_SHR_TOTAL.

Values:
0 to 99,999,999,999.99

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): Budget; Requested; Requested Budget section; click on the View or Edit icon in the row for the request (the first row in the Requested Budget section is for REQUEST_NUMBER 1, the second row is for REQUEST_NUMBER 2, etc.); Project Detail section; Total Institution Costs

Example: 01/31/2004

Values:
List of values not available.

Example: 2004 (for a request whose
REQUESTED_PERIOD_END_DATE is December 31, 2003)

Values:
List of values not available.

Example: 02/01/2003

Values:
List of values not available.

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): First, find the period for the request (Budget; Requested; Requested Budget section; the row for the request; the value in the Applied to Period column. [The first row in the Requested Budget section is for REQUEST_NUMBER 1, the second row is for REQUEST_NUMBER 2, etc.]). On the same screen, in the Budget Summary section, in the row whose Year/Period value is the period for the request, the REQUESTED_PERIOD_END_DATE is in the Start column.

Example: 2004 (for an request whose
REQUESTED_PERIOD_START_DATE is July 1, 2003)

Values:
List of values not available

The total dollar amount of all costs (direct and indirect) associated with the request that are being requested from the sponsor.

REQUESTED_DIRECT_COSTS + REQUESTED_INDIRECT_COSTS = REQUESTED_TOT_SPON_COSTS

REQUESTED_NONSPON_COSTS + REQUESTED_TOT_SPON_COSTS =
REQUESTED_TOTAL_COSTS

Note that, regardless of the current status of the request ('Pending', 'Awarded', etc.), the value of REQUESTED_TOT_SPON_COSTS reflects what was requested, not what was awarded.

Values:
0 to 99,999,999,999.99

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): Budget; Requested; Requested Budget section; click on the View or Edit icon in the row for the request (the first row in the Requested Budget section is for REQUEST_NUMBER 1, the second row is for REQUEST_NUMBER 2, etc.); Project Detail section; Total Sponsor Costs

The total dollar amount of all costs (direct and indirect) associated with the request that are being requested from all funding sources combined.

REQUESTED_NONSPON_COSTS + REQUESTED_TOT_SPON_COSTS =
REQUESTED_TOTAL_COSTS

Note that, regardless of the current status of the request ('Pending', 'Awarded', etc.), the value of REQUESTED_TOTAL_COSTS reflects what was requested, not what was awarded.

Values:
0 to 99,999,999,999.99

PennERA source (assuming the proposal record has been opened in the Proposal Tracking module): Budget; Requested; Requested Budget section; click on the View or Edit icon in the row for the request (the first row in the Requested Budget section is for REQUEST_NUMBER 1, the second row is for REQUEST_NUMBER 2, etc.); Project Detail section; Total Project Costs

The identification number that is assigned to the request by the school that is responsible for the request.

If the request record was created in PennERA via the SOMERA Interface, how the SCHOOL_LOG_NUMBER is populated depends on the REQUEST_NUMBER. If the REQUEST_NUMBER is 1, the SCHOOL_LOG_NUMBER was initially populated with the value of the Log Number for the SOMERA record that was fed to PennERA via the Interface. If the REQUEST_NUMBER is not 1, the SCHOOL_LOG_NUMBER remains null until the School of Medicine provides the value and the Office of Research Services enters it into PennERA. (SOMERA is the School of Medicine’s Electronic Research Administration system.)

Example: 93-0418 (an identification number assigned by the School of Medicine)

Values:
List of values not available.

Codes less than or equal to 599999 were assigned to the sponsor by InfoEd (the vendor of the PennERA software). Codes greater than or equal to 60000 were assigned to the sponsor by the Office of Research Services.

Example: 09470 (NATIONAL INSTITUTES OF HEALTH).

Values:
Refer to the PENNERA_SPONSOR Table for values.