Checklists, Tools and Guides for DBOs

The Office of Sponsored Projects provides various resources to Department Business Offices (DBOs) at Yale. The below checklists and meeting guide can be helpful for DBO administrators.

New Award Checklists

The New Award Checklist was created as a resource for department business offices (DBOs) to use as a guide when performing tasks related to a new sponsored award.

This checklist is meant to serve as a general guide to assist DBOs when they are in receipt of a new award and may not be an all-inclusive list of tasks that need to be performed. Feel free to customize this checklist with additional tasks that may be required in your department.

Please view the K Award Post Award Checklist to view information specific to K Awards.

Salary Cap Worksheet

The Salary Cap Worksheet is designed to help you calculate and allocate salary costs according to Yale’s salary cap policies and procedures when dealing with sponsors. This form is particularly useful for NIH/DHHS grants. It is strongly encouraged that you utilize this worksheet when calculating and allocating salary costs.

PI Meeting Guide

The PI Meeting Guide provides an overview of events, tasks, and items to consider when meeting with a PI under various circumstances.