CAAP Module -- End of Year

For information on other modules you can access through the Council Action and Approval Program and the NIAID Planning and Reporting System, see the CAAP and NPARS SOP.

Procedure

Scientific Division CAAP and NPARS Contacts (Creating the End-of-Year Lists)

• By default, the End-of-Year system automatically selects all unfunded select pay, R56-Bridge, and supplement records and places them in a separate table. To enter additional records, follow the instructions below. Also, be cautious about adding new applications for end-of-year funding consideration, since applications that have already been approved by Council as select pay get funding priority.
• Select the Add End-of-Year Records function. In the next screen, select your division.
• In the next screen, enter in the Type column an "ES" or "EB" code for any application that is to be considered for end-of-year funding. "ES" designates an application for select pay and "EB" designates an application for R56-Bridge funding. For each record, enter comments in the Notes column as needed.
• Select the Rank End-of-Year Records choice. In the next screen, select your division.
  • In the main screen, assign a research area to each record. Place the cursor in the Research Area column of a record, press the Delete key, and then press the Enter key. This calls up a window in which you can assign a one-year or multi-year application category in one of the following research areas -- Biodefense (BD); SARS (SAR); AIDS-related (AR); or non-AIDS, non-Biodefense (NANB). In this same window, edit the requested amount and number of years as needed.
  • To set rankings, use the menu choices at the top of the screen. Pull down a research area category from the Set Filter for Ranking menu. In the new screen, enter ranking numbers for each unranked record. Repeat the process for each category.
  • Excel reports for each category can be generated and saved.
  • To remove a record, enter a "U" in the UnS column for the record and press the Enter key. The record will be placed in the back tab. At the same time, the system prompts you to send an email notification of this change to any interested persons.
  • General CAAP users have read-only access to this area and can generate available reports.

Budget and Financial Management Branch Staff (Approving applications for funding and generating Release Lists)

• Select the Release End-of-Year Records choice. In the next screen, select your division.
• From the menu choices at the top of the screen, select a research area category from the Set Filter to Release menu. Eight possible categories are available for each of the divisions.
• Enter "Y" in the REL column of every application that is approved for funding. If you enter "Y" for an application that GMP has not yet approved, you will get an automatic prompt stating that GMP approval is still needed.
• From the menu choices at the top of the screen, select Intent to Pay under the IMPAC menu choice.
• In the new screen, the list of approved records appears. From this screen, enter the Intent-to-Pay code of "Y" into IMPAC by pressing the Run Intent to Pay button. Upon pressing the Email Release List button, an email automatically loads for sending, with the Release List as an attachment, to GMP and other interested persons, the file room, etc.
• After exiting the Intent-to-Pay screen, the "Y" is changed to "REL" and is displayed in the REL column.
• Excel reports are available for each of the eight categories.
• CAAP users have read-only access to this area and can generate available reports.

Links

Early Funding of September Council Applications SOP

End-of-Year Funding Timelines and Processes SOP