Proposal Development in KC Session FAQs

Size: px
Start display at page:

Download "Proposal Development in KC Session FAQs"

Transcription

1 January 31, Can you have multiple roles on the Proposal Permissions tab? - How do we know what our Sponsor ID is? o Sponsor lookup. A user can search by many different criteria such as Sponsor Name and Acronym. - Can you add multiple Performance Site locations? - Will DUNS be separate from Performance Sites?. The DUNS Number is maintained in the Organization record and Performance Site information is contained in the Address Book. - For Extension offices, would Performance Site be the financial office? o A template for the Address Book was sent out via RASIC to enter in Performance Sites. Each college will have to make their own determination. - How to indicate project is off-campus? o This is discussed in greater detail in the Budget Development class, but there is a On/Off campus flag the user can select in the budget. - What happens when a federal agency doesn t go through grants.gov? o The proposal would be completed as a Proposal Summary. - For User Attached Forms, do you have to name them the same as the file name from grants.gov? o No, the system will identify it by the form file. If you try to attach a form that is not a part of the package, the system will throw and error and not let you add the attachment. Also, if you do not fill out the form completely, the system will throw and error as well. - With fellows, will there be an issue with 2-factor authentication and approving the document number as there is with the etransmittal now? Will they be able to approve the proposal?, they will be able to approve in KC. - Does the system save as you go? o The proposal development document saves automatically when going from tab to tab, but does not save while you are entering information in the tab. The user must click the Save button to save information if they are not leaving that tab and want to save the information they have already entered. When the user tries to close out of the document, the system will prompt if you want to save. - What happens if you don t know who a Key Person will be (PI, Co-I or Key Person)? (TBN individual) o The user will have to be added when they know who the Key Person will be just as is currently the process. - Which key persons is the era Commons ID required for? o PD/PIs only. The system will throw an error for NIH proposals when you don t enter an era Commons User Name. - Who will you call for changes in Investigator s unit split? Updated: 3/27/17 1

2 o The process will remain the same as in etransmittal. Please contact your College Administrator who has permission in the system to create profiles. - If base/default credit splits are the same, will they come into KC that way at conversion time? o If the base and default profiles are the same, one credit split will be added into KC and be marked base and default. If there s more than two splits (base and default) in the etransmittal system, only the base and default profiles will be converted in. - What happens if there s a bookkeeping unit that s not available through any of the PI/Co-PIs credit splits? o The user can add the bookkeeping unit to the PI s profile by going to the Unit Details subpanel of the Investigator s panel on the Key Personnel Tab and manually adding it. The system will add a 0% into the F&A Allocation column for the new unit added and the user can complete the fields for Post Award and Space if necessary. - Will Space Profiles be automatically added into KC? o Space Profiles will not be converted into KC as individual profiles. If the unit receiving Space Credit is part of either the base or default profile, the space credit can be assigned to that unit in the Combined Credit Split panel. The Space column serves as an indicator of which unit should receive space credit. Users can rename an existing profile or create a new profile (if they have the appropriate permissions) and identify the profile as Space Profile and name the specific unit that should receive the credit. - Do I need to create a Space Profile for individuals who need space credit in etransmittal now?, you can now, or you create one in KC once the system is live. The unit that would receive the space credit would need to be included in the PI Profile in etransmittal and that profile would need to be either the base or default profile so that it is converted. - If there s no Space Credits, do we copy the F&A allocation?. - If there s changes to Unit Contacts, who do I contact right now? o You can contact Laura Johnston in OSP and she will contact the RA Project Team to make the changes. After go-live in April 2017, you can contact the KC Help Desk directly. - Do Proposal and Personnel Attachments go to grants.gov? - If you select Incomplete for an attachment, can you change it later?. Documents can be incomplete up until submission to sponsor, when it needs to be labeled as complete. In addition, attachments can be changed out in route as well. - On the Custom Data tab, can you include both voluntary and committed cost share in the same box? o The Custom Data tab should include both voluntary and mandatory cost share if there is Voluntary and Mandatory Cost Share included in the detailed budget. - What happens if you click on activities outside of MSU? o This is simply a Yes/No question and must be answered before the proposal can be put into route for approvals. - When the PI approves will the aggregator receive a notice like we do now? o No, the aggregator will need to go in and look to see if the PI has approved. Updated: 3/27/17 2

3 - When you route it will the PI get a notification?, the PI will receive a notification to approve. - Can people shut off notifications?, people can go into their preferences and make selections for certain actions. Look at the default notification. It could be set at none, daily, weekly or immediately. For approvals weekly may not be a good setting preference. - Will everyone receive notification of proposals that have been routed? o Everyone in the proposal route will receive notice to approve when the proposal is in the individual s approval node. - What is review/edit? (in the proposal roles) o With the right permissions/role, we can revise the roles of people on individual proposal development documents. This is specific to each proposal development document. - Can administrators answer certification questions for the PI if the PI answers the questions via ?. However, when the document is in route the PI has to be logged in to answer the questions. Prior to route, the administrator can answer the questions. It is a good idea to attach the PI s with responses if completing for the PI prior to routing. - How can a new attachment be put into the proposal when it is re-routed? o The previous attachment can be deleted and a new attachment added, or the attachment can be replaced. February 2, Can we recall the PD document to make changes (similar to how we pull back the etransmittal?) - Will the proposal deadline policy change? o No - With a USDA competition when they aren t funded the first year, and we submit the proposal again in the second year, what Proposal Type would I use? o Users will choose either New or Resubmission, depending on the solicitation. Users would not use Revision. - When would we use Continuation as the Proposal Type? o An example of a time when a user would choose the Proposal Type of Continuation would be for USDA project reports that we are submitting System-to-System (Grants.gov). - Where is the Proposal Type for Testing? o Testing is now referred to as Fee for Service and is included in the Activity Type dropdown. - Can a narrative writer add keywords?, a narrative writer can add any Keywords that this contained within the Keyword lookup. - Do we have to add OSP in the Permissions tab so they have access to review? Updated: 3/27/17 3

4 o No, OSP will be able to access your proposal without having to been given specific access to the individual proposal development document. - Do we have to add a subcontractor as a Performance Site in order to add the sub budget? o The KC system does not require that the subcontractor be added to the Performance Site in order to add a subaward budget, but if the subcontractor was acting as a Performance Site (and the proposal was being submitted S2S), users would need to add them in the Performance Site area so that they were listed on the Grants.gov forms. - What are examples of User Attached Forms? o Examples of User Attached Forms are Inclusion Enrollment and Assignment Request Forms. Depending on the solicitation, there could be others. All forms can be found at and can be downloaded and completed before attaching them to the proposal development document. - There are a lot of forms that need to be included in the proposal that are not included on the S2S tab, such as biosketches, current/pending, etc. How are those included? o Documents such as Biosketches and Current/Pending and attached to the proposal development document on the Abstracts and Attachments tab. Other examples of document attached in this area include Narratives, Budget Justifications, etc that included in the Abstracts and Attachments tab. KC takes these attachments and combines them with the forms on the S2S tab to create the complete Grants.gov submission package. - Why doesn t the space credit profile auto populate with the F&A profile information? o The space credit profile does not auto populate because there is not a separate space profile in KC for the system to automatically pull into the space credit column. Exploring the best way to have this occur in the system has been placed on the future enhancement list and will be investigated with the business office and KC team to determine the best solution. - How do I know if I ve added a faculty member that s not from my unit, whether or not they have a space credit profile? o Users can look at the name of the profile in the Unit Details subpanel for the Investigator. It is recommended that if a PI Profile is built and it includes the unit that should receive space credit, this should be noted in the name of the PI Profile so that other uses know which unit should receive the 100% in the Unit lines of the space column. Please remember, for each investigator receiving space credit, only one unit can receive credit for each. - Will this system link to the Export Control system? o The information entered in the Special Review tab will not flow to the export control system, however the Export Control system will pull some information from KC and we re working on having the ECORRW be able to route prior to a fully routed PD document. - If a PI is assigned the Narrative Writer permission can they upload their own files? - Would I attach my limited submission approval in internal attachments? Updated: 3/27/17 4

5 - Will the system allow you to attach file types other than pdf? - How many characters will the Abstracts field allow? o The max length of the Abstracts Details box in KC is 50,000 characters. - Will there be someone at the College level who could route a proposal if the initiator of the proposal (aggregator) is unavailable to route. - If someone disapproves can they copy the document?, disapproved proposals can be copied. - Can a PI approve as the PI and the chair/dean level? o No. As with etransmittal, KC will not allow a PI to approve at more than one level. If they are listed as a PI, they will only have the ability to approve at that level. - If I am an approver for multiple orgs, will I have to approve for each org, or only once. o It depends. If you are an approver in multiple orgs or have approval authority at both the department and college level, you will receive a question when you approve the first time if you want future requests. If you answer No, you or anyone else listed in any other approval node you are listed in will not receive a notice to approve again. This one approval will serve as the approval for the entire org. If you answer Yes, you and everyone else listed in those nodes will receive the notification that there is a proposal development document that needs an action taken on it. - Why does the attachment have to be in Incomplete status? o It doesn t. You can select either Incomplete or Complete as the document status. It must be Complete in order for OSP to submit S2S. - If you aren t the initiator, but you re an aggregator, can I use the All My Proposals search?, you can use the All My Proposals but you will need to remove your NetID from the Initiator search field and put it in the Aggregator - If I ve copied a proposal with the budget, can I delete some of the budgets from the copied proposal?. Depending on whether you choose to bring over only the Final version of the budget or all versions, you can delete any or all of the budgets once the proposal is copied. February 16, I am currently working a Grants.gov submission that is due in June. Can I use the adobe package or will I have to do the application within the system? o It depends on when the PI wants to submit. With the due date in June, most likely we will need to submit within KC. If we want to submit prior to April 24 th then we will submit using Adobe package. - Since OSP cannot make certain changes after route, what do we do if there is a budget change? o OSP will be able to reject the proposal so that the Administrator or PI can make the change. - What is No Money Agreement in Activity Type used for? Updated: 3/27/17 5

6 o This activity type will be used for external agreements that we receive that does not have any funding attached. - With this new system, can the PI get in the system?, the PI will have Create Proposal. If an administrator initiates the proposal and the PI has been added to the Key Personnel tab then the PI will have view rights. - What is the recommended way to assign permissions to the PI? o We recommend that the Administrator create the proposal and add the PI on the Permissions tab and give the role of Narrative Writer. - If the PI initiates the proposal, will they be able to edit everything?. - Will the other Roles that we are not using in the dropdown be removed? o We are looking to see how we can remove these from the list. It is low priority currently though. - What is the Opportunity ID? o This is the solicitation number. - If we have subawards at first but then decide not to use subs prior to submitting, can we easily remove the subs (without copying the proposal)? it will be easy. Copying is not necessary. You will need to uncheck the box on the Proposal Tab and remove them from Other Organizations. - Is there a limit to the Performance Site Location(s) you can add? o No. - Will the Congressional District pull in from the Address Book/Org tables automatically for Performance Sites? o No. - What is happening to Fastlane? o We will still use Fastlane. - Is non-employee someone who is does not work at MSU?. - How many questions are in the PI certification? o Two questions. - The F&A allocation comes from the Personal Profile. Will each faculty member have a profile at the beginning and who can update profiles? o We are bringing in the default from the current system. The assigned College Administrator will have the ability to add or remove profiles as needed. - For the Space Credit column, the split between PIs just indicates who has Space, correct?. - Are we able to change the text of the approval actions buttons? o We are hoping by go-live the reject button will be return. This was a recent change. - Is everything locked after you submit for routing?, except for attachments if there is a dummy document attached. - If you have dummy attachments, won t the approvers be upset that the attachments have been changed? Updated: 3/27/17 6

7 o This is a similar procedure to etransmittal. Currently, many of the attachments are not final, however, in the new system if an attachment is changed all prior approvers will be notified. - If we update items after recalling, will the proposal have to go through route again? o It depends on the change. If small change, OSP will be able to blanket approve if all the approvals were received earlier. - Will recalling allow for any changes to be made?. - Will MSU be added as the Applicant Performance Site?. - Will IRB and IACUC be in this system? o This will not be in KC. We are doing a Phase 2 to develop these systems and we will be integrated as much as possible. February 21, How will I know what Lead Unit to select on the Required Fields for Saving Document? o There will be an Access Provisioning process, where administrators will be granted either a department or college level permission. This is being done through the RASIC group. - If you don t know the title at the time you start the proposal will you be able to go back and change it later?, those with permission to edit the proposal will be able to edit the title up until the proposal is routed for approval. After that time you will have to contact OSP/BC to have the title edited while in route. - What are the Institutional Fields Conditionally Required for? o You can enter the KC Award ID, which will pull in information from the current funded award, which will populate the Award Number in the proposal coverpage for S2S applications (used for renewals) o You can enter the KC Institutional Proposal ID, which will pull in information from a previously submitted proposal, which will populate either the previous Grants.gov Tracking ID (for Change/Corrected applications), or the previous agency assigned tracking number (for resubmissions). - Will there be a process for keywords that explains what the Keyword Codes are?, there will be a job aid on the OSP website - For User Attached Forms, do you upload it first before you can click Include? - Can you upload more than one Inclusion Enrollment Form? o Only one form can be attached. The form obtained from grants.gov allows for multiple reports within it. - What about the four digits after the zip code? Will we have to fill that in? Updated: 3/27/17 7

8 o The system will have zip codes with four zeros as the four digits after the dash. If the user would like to change this, they can in the Person Details subpanel as the Postal Code field is editable. - When adding non-msu people what information do I have to provide? o Address, phone, , organization name. We are working with RASIC to get the most commonly used non-msu people. Going forward you will have to request to the KC Helpdesk. - What s the anticipated turnaround time from the helpdesk? o One business day. - Who do I contact if there are changes to who pulls into the Unit Contacts panel? o the KC Helpdesk with the Org Code, Person Role and Name. - In the Proposal Attachments panel, why would you need a contact name and their information? o You don t need to enter that information. Those are not required fields. - If I have included the subrecipient commitment form in the Proposal Attachments (to be included with the submitted proposal) do I also have to attach it in the Internal Attachments panel? o No, you do not need to attach it twice - If I don t have a document attached will I have to re-route to add one?. Once a proposal is routed you will only be able to replace an attachment. You will not be able to add a new attachment. - If you change budget amounts after routing, will that require you to re-route? - For the food question on the questionnaire, does that include when a PI wants to include refreshments in their budget for the project? o No. "Food-related Activities" are projects that relate to food, agriculture, sustainability, preventing or eradicating disease, and/or promoting health through diet, nutrition, safety and security for plant, animals, or humans. Examples include but are not limited to: - plant and animal breeding and production - fisheries - plant and animal health, disease and pest management - food safety, security and policy - food supply, packaging and delivery - diet and nutrition (or lack thereof) - food-related environmental, economic, and societal sustainability, e.g., water, energy, climate, communications, and communities. - At what point should I turn on the data validations? o After you have entered the majority of your proposal information and you are at the point where you are ready to make corrections. - Is the default for data validations to be on? o No, the system defaults to have the validations turned off. This is so the system will not check all the validation rules every time the user changes tabs or saves. By keeping validations turned off, you will be able to work quicker in the system. - Will the PI get a notification that they need to complete their certification questions? o They will get a notification when the proposal has been routed for their approval. It won t say anything specific about the certification questions, however if they try to Updated: 3/27/17 8

9 approve without answering the certification questions they will receive an error explaining that they need to answer the questions before they can approve. - If I need a subaward budget form, do I have to download the Grants.gov package to extract the file? o No, you can download the budget from the Forms section of the Grants.gov website. - Where will a faculty member want to search for their proposals? o From the Search Proposals link on the Researcher tab, and they can search using the Investigator field - Will the proposal search pull past proposals too? o It will pull in proposals back to 7/1/2010 February 28, We have some Grants.gov proposals where they require the package to be attached to an rather than be submitted through Grants.gov. How would we handle those? o You would treat this as a proposal summary submission. - Why would you send a proposal to Business Connect? o They process industry projects for Michigan State University. - Will there still be a prime and direct sponsor?. The direct sponsor is identified in the Required Fields for Saving panel and the Prime Sponsor is identified on the Sponsor & Program Information. - When you enter the sponsor code, does that initiate different forms that are required to be completed? o No, that is driven by selecting an opportunity in the S2S tab. - For summary proposals, how do I format the proposal? o You complete the information in the proposal development document similar to how you enter information into the etransmittal. You would prepare the proposal per the specifications of the solicitation, and can attach any of those documents in the Internal Attachments that you would like to be seen in review. - For proposal development documents that don t end up being deleted, what happens to them? o They stay in the system with a status of In-progress - What if you have a research proposal that doesn t use the 55% research rate? o You can adjust the F&A rate in the budget module. This topic will be discussed is much greater detail in the Budget Development class. Please sign up for it if you haven t already. - Is there a difference between clicking create proposal from the Researcher tab versus the Unit tab? o No, both will take you to creating a new proposal. - If you create the proposal, do you have access to all permissions?. The initiator is automatically given the Aggregator role. - Do we have to notify the PI that they ve been added to the proposal or will the system automatically send them a notification? o You will have to notify the PI that they have been added to the proposal. Updated: 3/27/17 9

10 - Is the budget justification considered part of the budget or part of the proposal? o It s part of the proposal and included on the Abstracts and Attachments tab. Users would need at least the Narrative Writer role to assist with uploading the Budget Justification. - Is there a save button or does it automatically save? o Whenever you change tabs, the system automatically saves the document. You can also click the save button at the bottom of the tab. - Is MSU s congressional district pre-populated in the system?, MSU automatically populates in the primary performance site fields. Including the Congressional District. - Is the Keywords a required field? o Only if you mark Yes to the international activities question on the Standard Proposal Questionnaire. If yes, you must enter a country on the Keywords panel. - If we have new faculty that hasn t arrived yet, will we be able to add them in the system? o There is a new process where faculty that have been hired, but haven t started, will be able to obtain an MSU NetID as well as a ZPID. This will allow them to be selected in KC and also let them complete their project based disclosure. - Will there be a flag to notify the user if the lead unit on the proposal doesn t match the lead unit of any of the faculty? o No. - If I have an NSF proposal and they have collaborators, what role would I add them as? o You would select Key Person and type in Collaborator in the key person description field. - Will the system provide a warning or error if you put in more than five PI s for an NSF proposal? o No, we have limited validations for NSF proposals, because we are currently treating them as Summary proposals and not submitting as S2S. - For non-msu employees where is the system pulling the information from? o Non-MSU employees must be added to the Address Book before they may be selected and added in the system. - Do the PI s have to click the certification questions or can an administrator complete the proposal certification questions for them? o The administrator can answer prior to route, but once in route, the questions must be answered by the PI. - The unit contacts don t pull from the Post Award unit identified on the Combined Credit Split panel? o No. The Unit Contacts pull from the Lead Unit identified on the Required Fields for Saving panel on the Proposal tab. - Who will read the Notes on the Abstracts/Attachments tab? o All reviewers should be reading the notes. - Do we need to enter when a PI is over the NIH salary cap, the voluntary cost share on the Custom Data tab?, all voluntary cost share should be entered on the custom data tab. - On the Questions tab, what determines what is shown to the user? Updated: 3/27/17 10

11 o Standard questionnaire always shows; others based on the S2S opportunity associated with the proposal development document. - Will the Fringe Benefit Excel file be available after the KC system goes live?. March 1, When is the last anticipated day of accepting etransmittals? o The last day etransmittals will be accepted is May 15, What is your document number? o Every document in KC has a Document Number. The Document Number can be found in the document header in the upper right hand corner of each document. The proposal development document also has a Proposal Number. Once the user has completed the 7 Required Fields for Saving, the proposal development number is created. - If the person is unassigned in the Permission Tabs, what can they do? o Nothing, however, this is a time saver so you don t have to look up the person later (if you know they will need access at some point). - Can you have more than one Aggregator?, the system has no maximum limit on the number of Aggregators that can be added to a Proposal Development document, but it does require that at least one person is named Aggregator. - For all the Proposal Roles, are any of the roles limited to one person? o No - What if one person is doing all the roles, do I have to assign them more than one role? o You would assign them the Aggregator role. - How would you determine where your proposal is at? o The user can check the document status in the Proposal Search results or the Document Header. The status will be In Progress until the proposal is submitted for approvals. When the status is Approval Pending, the user can go to the Proposal Actions Tab and go to the Route Log panel and see exactly where there proposal is at. They can see who has taken action and what pending actions remain. - How is that Access Provisioning process happening? o We are collecting this information through RASIC. Access provisioning occurred during Phase 1A for the roles associated with the modules rolled out during that phase. Since that initial process, the campus community has been able to use ARM forms to request access and this will continue after Phase 1B go-live in April 2017 as well. - For the deadline time, can you enter time in another time zone or does it have to be Eastern Standard time? o It should be Eastern Standard time. You can enter the information in many formats but we request that it is converted to EST. - Can you submit the proposal without Performance sites (g.g) if you have them? o No. They should be added through the helpdesk. There will be a quick turnaround (24 hours at most). - Can we add Performance Sites now? Updated: 3/27/17 11

12 o We are collecting Performance Sites through RASIC and there will be a procedure to add additional sites after go-live. - For Extension folks who are all over the state, do we change the Applicant Organization address? o No, we will add this address to the Performance Site. - Will there be a specific form that needs to be filled out to send to the HelpDesk for Performance Sites, Subrecipients, Keywords, etc..? - Is there a way that a key person can receive F&A credit?, if the Key Person is an MSU Employee, you can add them as a Key Person and then click Show on the person s panel next to their name and click Show on the Unit Details subpanel. At that point, the user would then click Add Unit Details and if they have a PI Profile, it will be brought into the Combined Credit Split. If they do not, you can work with your College Administrator to set up a PI Profile them and it will show up and you can assign F&A Allocation credit. - How do we enter the proposal if we are a subaward to a grants.gov submission? o This will be completed by doing a Summary Proposal. It will not be a S2S submission. - For people who have multiple profiles, how do you change the profile? o You will go to the Person panel, Unit Details, and click on the Search button. Their name will pull in and then you can see which Profiles are available for that person. - If entered in an incorrect space profile and have routed, can you change or have OSP change? o ANSWER: The proposal will have to be recalled or rejected. Once updated, then we would need to re-route the proposal. This is because the space credit may add an additional approver (from a new dept) and it affects the calculation of F&A for that Investigator. - Do the notes in the Abstracts and Attachments flow through to the Agency? o No, they do not. - Will attachments that are not Grants.gov go into internal attachments? o Correct. - How does the PI complete their COI questions (is it within the Proposal Questions)? o This is not done in the Proposal Questionnaire. This is completed in the COI Module. - How do I turn Data Validation on/off? o The user can turn Data Validations On and Off on both the Proposal Summary and Proposal Actions Tabs. On the Proposal Summary Tab, the Data Validations panel is at the bottom of the page and on the Proposal Actions Tab, it is at the top of the page. Simply open the Data Validation panel and then click on Turn off Data Validation or Turn on Validation. - Can draft attachments be deleted after route?. - Will we receive an when the proposal is submitted into route? o A notification will be sent to each level of approvals (when the proposal is at that level) and the proposal will be in their KC Action List. - How will MSU-PROJECTGREEEN proposals work? Updated: 3/27/17 12

13 o This is an internal application but it is planned that you will submit these proposals through the Summary Proposal process. - Will we be able to see legacy proposals in the system? o We will be able see proposals that were accepted by OSP on or after 7/1/2010. If you need to report, though, reporting will be done out of BI. - Who should I contact for reporting? o Marc Melton. - What happens to the original proposal if you copy? o There is NO effect on the original proposal. The data is just moved to a new proposal. - Can you use the copy function for the second year of a Project GREEEN proposal?, this functionality will work for this. March 9, 2017 Will USDA proposals still be submitted through grants.gov (S2S)?, if the opportunity is available in Grants.gov then the package will be available to be linked to the Proposal Development document and any forms not included in the package can be attached using User Attached Forms. What happens if I need to access to another college to choose a Lead Unit? o The RA team is working with RASIC to complete access provisioning for Phase 1B so that everyone has the units they need to create a Proposal Development document and choose the correct Lead Unit. If after go-live you need access to additional units on campus an ARM form can be submitted to obtain this access. Can you select more than one Activity Type? o No Is the Education/Instruction Activity Type for education or instruction both inside and outside MSU? What about Clinical Trials? o This would be classified as Research for the Activity Type. There are new questions in the Standard Proposal Questionnaire that will help identify whether the Research is a Clinical Trial. Will previous Sponsors already be in the sponsor list to choose? Is there a specific code for a TBN Sponsor while the new Sponsor is being added by the KC Team? o Which Sponsor Code should this be entered in, Direct or Prime Sponsor? o Direct Sponsor Start and End Dates, can those be changed at any time? Is there a space to put a Prime Sponsor?, this is located on the Proposal tab in the Sponsor & Proposal Information panel. Updated: 3/27/17 13

14 How many Aggregators can there be on a proposal? o As many as you want/need. Can you delete a Permission for someone once you have the information needed from them?, you can add, change or delete Permissions at any time if you are the Aggregator. Can you only assign one Permission to a person? o No, you can assign multiple roles. Will the Fiscal Officer of the Lead Unit be able to view automatically?, if they are listed in the Unit Administrator table as the Fiscal Officer for that unit. Will Preaward Contacts be able to view automatically?, if they are listed in the Unit Administrator table as the Preaward Contact. If they were given the Unassigned role, would they be able to view? o No, once assigned a role they will have the access Does the opportunity ID pull in from the S2S tab? If it s different than the opportunity pulled into the S2S tab will the S2S information override this? to both. Will the Opportunity ID, CFDA and Opportunity Title fill in from the S2S tab?, however, if you have an opportunity that s not submitted via grants.gov you ll want to enter that information if you want to track that information. What is the Sponsor ID? o This may be required if completing a continuation, resubmission or a full proposal from a pre-proposal. When you do a Keyword lookup, can you search by a specific country rather than by Keyword Code?, you ll search using the Description field and type the name of the country in and search. Users can still use wildcards in those searches to assist with bringing up the result they are looking for the first time. If travelling for a conference only, should there be International Activities or countries listed? o No, only if work is being done in those countries. Some USDA packages require keywords, do they have to be added in the Keywords section? o No, it s not required here, they ll be entered in a separate spot within the application package and that form will be added to the submission via the S2S User Attached Forms functionality. If we re a sub and the proposal is a S2S submission, is it necessary to pull in the opportunity? o No, you will not have the option of pulling in an opportunity if the Direct Sponsor is not a federal agency. Can the Narrative Writer view Submission Details? Is there going to be a link to the forms to be able to download? o No. Legacy Application packages will no longer be available on Grants.gov s website as of 12/31/17. Will the Key Personnel tab be where the biosketches go? o No, this is on the Abstracts & Attachments tab under the Personnel Attachments panel. Updated: 3/27/17 14

15 What if a PI has multiple profiles for Credit Distribution? o College administrators will still be able to setup credit splits; the Base and Default credit splits currently in the transmittal will be pulled into KC How should the Bookkeeping unit be handled if it s anticipated that there will be parent/child accounts? o At proposal stage, there can only be one unit. The system will not allow for more than one Bookkeeping unit. If the bookkeeping unit needed to be changed after the proposal is awarded, this can be done in the Award module by CGA. For Space Credit, what happens if a faculty member has more than one office? o Only one unit for the faculty member should have space credit: this is generally based off where the faculty has space to do their research rather than where their office is located. For the Bookkeeping credit, can you allocate the unit lines in the same way as the PI s F&A allocation? o No; in order to pass validations, only one unit line should have 100% credit If Unit Contacts need to be changed before go-live, who do we contact to update those people? o Contact Laura Johnston On the Special Reviews tab, does International Activities trigger ISP to be included on the route? o No, ISP is added depending on how the International Activities question is answered on the Standard Proposal Questionnaire. Do the subs docs go on the Abstracts & Attachments tab? o Depends on the document; budget goes in the budget section, all others would go on this tab if included in the package. If adding Notes, will these transfer to the Proposal Summary Tab of the proposal? o No, reviewers will have to go to the Abstracts and Attachments tab in order to see any notes. Who can make changes on attachments? o Narrative Writer and Aggregator Does Reject re-set the route? Can the aggregator reset (or reject) the route at any time? o An aggregator can recall an app at any time. Reject is only used by the person who has it for approval. Will OSP still submit through systems like Fastlane? Is there a place where you can find all of the proposals being worked on by a PI or other personnel?, from the Unit tab; click the search icon next to Proposal Development. You may need to narrow your search because it only returns 50. Is the search function limited by permission/access provisioning? o It will pull up proposals in the search according to the search terms, however, you might not be able to open/view proposals from there. Updated: 3/27/17 15

16 March 14, 2017 When adding a subcontract, will their location and congressional district automatically get added under the Other Locations tab? o The subcontracts address information will pull in if that information is in KC. Congressional District will have to be completed by the user. Will there be any requirements with Keywords? o The only requirement is that is the International Activities question on the Standard Proposal Questionnaire is answered Yes, you must have a country listed in the Keywords panel. Special approver questions: If you click yes on Outreach, will this route to Outreach and Engagement; same question for food-related and/or activities off main campus? o No; only the international and space questions add additional approvers. Is Copy a Proposal the right feature to use if you are negotiating an award and need to make changes to a budget or other pieces? ; can also use it for resubmission, or as a template for similar proposals. If a proposal is rejected, will the aggregator be notified that a correction needs to be made? How many words are allowed in the summary proposal? o Remember that this is an internal document; summary may be misleading in terms of length. This is very similar to the etransmittal, with internal documents attached, so there is no limit on the number of words or attachments/information that can be included in the proposal. Can proposal documents that have never been submitted (and keep getting pushed to the future) be deleted? Is a Reduction in Funds a reason to do a Changed/Corrected? o No; you would do a Revision, rather than a Changed/Corrected proposal. March 21, 2017 Is there a guideline for which Activity Type to choose if a project has more than one? o If there s Research involved, always choose research. If you have questions about what Activity Type to choose, please reach out to your OSP Proposal Team member for assistance. Can we change the dates until it s routed?. The only Required field for Saving Documents that cannot be changed once saved is the Lead Unit. Additionally, all fields in the proposal can be changed until the document is put into route except Lead Unit. Does the PI get a notification when added to the proposal? o No, you will need to notify them. Will you know if there s someone else is in the proposal working on it?, it will notify you of a Pessimistic Lock and will provide the NetID of the person who has it locked. More than one person can be in the three separate sections of the Updated: 3/27/17 16

17 document (Proposal, Attachments, Budget) but cannot work on the same section at the same time. If someone has the document locked and is unavailable to unlock, you can contact the KC Helpdesk to remove the Pessimistic Lock USDA requires Keywords, do they pull from the Keywords section? o No, that will need to be added to that specific grants.gov form and then upload using the S2S User Attached Form functionality. Where does the Keywords list come from? o The list came from a combination of information contained in Academic Analytics and MSU Scholars from VPRGS. How long does it take for a non-employee to be added into the system? o There is a 24-hour turnaround. Is there a way to copy the F&A Allocation to the Space Credit rather than re-entering the information? o Not at this time. Can you submit a proposal with Human Subjects or Animal Use Pending?, but approval information will typically be needed prior to an award being issued or an account is setup. In the Special Review tab, which approval status should be used for International Activities? o Pending is fine: the Special Review is primarily for Human Subjects and Animal Use, so the International Activities review within this section will not trigger anything within the proposal package. This is determined by how the Questions are answered. But, please know that if International Activities is selected on Special Review, this information will move forward to the Institutional Proposal and Award if the proposal is Funded. If you change the Sponsor, will that affect the attachments? o No. If you change the S2S opportunity, it will affect the Proposal Attachments, but no other attachments. What is the default setting for the data validation function, on or off? o The data validation default is set to off. The data validation will automatically turn on if the document is submitted into routing. Is there information for Export Control in KC? o Although typically handled at award stage, the Special Review tab is where information regarding Export Control would be indicated at the proposal stage. Users can also attached the Export Control Worksheet in Internal Attachments as well. March 22, 2017 Is there a dummy sponsor I can select if I don t have my sponsor in the system yet, so I can continue working on the proposal?, there will be a dummy sponsor in the system for you to select. The Sponsor Code is The name is To Be Named and the Acronym is TBN. Will my research dean need to be given permission to view a proposal on the Permissions tab? Updated: 3/27/17 17

18 o If your research dean is already an approver for proposals in your college, they will automatically have access to view proposals where their college is included in the Combined Credit Split Panel Do I have to give the PI permission to view a proposal on the Permissions tab? o Once the PI is added to the Key Personnel tab, they will automatically be given view access to the proposal. If they needed access to edit the proposal (e.g. to add attachments), they would need a special permission added to the Permissions tab. The recommendation is to add the PI as a Narrative Writer. How does the system know what User Attached Form has been attached, so I can mark the box to include it with the submission? o In the schema (code) of the Grants.gov opportunity that is pulled into KC, information about all of the forms in the opportunity are included in the schema. This is why the forms are listed in the Forms subpanel, but because they are not mapped in KC, the user must download the form and attach it using the User Attached Forms functionality. Many times new forms will act in this way. The schema and KC know they are there and what to look for, but because the form is not mapped in KC, you need another way to add the form to the proposal. When you add people to the Key Personnel tab what role does that provide them for the proposal? o They will automatically be able to view the proposal, but they won t be able to edit it. If attachments are marked Incomplete, can you still route for review, but just not submit S2S?. You will be able to route with incomplete documents, but the Office of Sponsored Programs won t be able to click the Submit to Sponsor button until all attachments have been marked Complete. If the proposal is routing, will I be able to find the document and swap out the attachments? o If you are an aggregator on the proposal you will be able to search and find the proposal document and swap out the attachments. Do we have to setup approvers for the new system, or will those come over from our current system? o College and department approvers will be converted from the current system to KC. Does the that is sent to the PI provide a link that will take them directly into the Proposal Development document, or does it only take them to their Action List? o The has a link that will take them to take them to their Action List. Is there a way to easily search proposals by the initiator? o On the Researcher tab, you can click All my Proposals and the system will pull all proposals that you have initiated. Can you delete attachments after it s been routed? o No. You can replace attachments but you cannot delete attachments during route. Updated: 3/27/17 18

Proposal Development in KC Session FAQs

Proposal Development in KC Session FAQs January 31, 2017 - Can you have multiple roles on the Proposal Permissions tab? - How do we know what our Sponsor ID is? o Sponsor lookup. A user can search by many different criteria such as Sponsor Name

More information

Quickguide to Creating a Proposal in Kuali Coeus

Quickguide to Creating a Proposal in Kuali Coeus Proposal Tab v.1 Revised 7/18/2014 Panel Field Action Notes Proposal Development Guide Reference Page(s) Enter a description of the proposal in this format: Document Overview Description Due Date xx/xx/xx_pi

More information

D. PROPOSAL DETAILS CREATE A NEW PROPOSAL GENERAL INFO ORGANIZATION ADD INVESTIGATORS AND KEY PERSONS CREDIT SPLIT SPECIAL REVIEW D.3.

D. PROPOSAL DETAILS CREATE A NEW PROPOSAL GENERAL INFO ORGANIZATION ADD INVESTIGATORS AND KEY PERSONS CREDIT SPLIT SPECIAL REVIEW D.3. D. PROPOSAL DETAILS D. D. D.3. D.4. D.5. D.6. D.7. D.8. D.9. D.10. D.1 D.1 CREATE A NEW PROPOSAL GENERAL INFO ORGANIZATION ADD INVESTIGATORS AND KEY PERSONS CREDIT SPLIT SPECIAL REVIEW ABSTRACT OTHER YNQ

More information

Kuali Coeus Implementation Preaward/Award Blueprinting Workshop 6

Kuali Coeus Implementation Preaward/Award Blueprinting Workshop 6 Kuali Coeus Implementation Preaward/Award Blueprinting Workshop 6 KC-PRE28: Prepare Summary Proposal KC-AWD22: Research Gifts November 13, 2013 Goals and Outcomes Goals Obtain feedback on the proposed

More information

Proposal Development No: Date Due to Sponsor: Target Review by date: Date Review Completed:

Proposal Development No: Date Due to Sponsor: Target Review by date: Date Review Completed: COEUS NIH-GRANTS.GOV PROPOSAL REVIEW CHECKLIST REVIEWER: Proposal Development No: Date Due to Sponsor: Target Review by date: Date Review Completed: Has the Program Announcement been reviewed? What is

More information

Principal Investigator User Guide

Principal Investigator User Guide INFOED ELECTRONIC RESEARCH ADMINISTRATION infoed.clemson.edu Principal Investigator User Guide November 2014 Version 1.7 i Document Revisions Date Version Number Document Changes 12/06/2013 1.0 Initial

More information

Finding Funding, Budget Preparation, and Proposal Submission for Sponsored Research

Finding Funding, Budget Preparation, and Proposal Submission for Sponsored Research Finding Funding, Budget Preparation, and Proposal Submission for Sponsored Research Laura Johnston, Office of Sponsored Programs, Asst. Director Craig O Neill, Office of Sponsored Programs, Manager February

More information

Finding Funding, Budget Preparation, and Proposal Submission for Sponsored Research

Finding Funding, Budget Preparation, and Proposal Submission for Sponsored Research Finding Funding, Budget Preparation, and Proposal Submission for Sponsored Research Laura Johnston, Office of Sponsored Programs, Asst. Director February 24, 2017 1 Agenda A Walkthrough of MSU s Proposal

More information

IRES Proposal Tracking (PT) Presented by: Kathi Goodfriend Office of Sponsored Projects Revised 03/15/2018 PRN: 5/14/ :19 PM

IRES Proposal Tracking (PT) Presented by: Kathi Goodfriend Office of Sponsored Projects Revised 03/15/2018 PRN: 5/14/ :19 PM IRES Proposal Tracking (PT) Presented by: Kathi Goodfriend Office of Sponsored Projects Revised 03/15/2018 PRN: 5/14/2018 12:19 PM Topics Covered Class Objective:. To become more familiar with the IRES

More information

NIH. Electronic Submissions

NIH. Electronic Submissions NIH Electronic Submissions 1 HOW DOES IT WORK? PI finds FOA (Funding Opportunity Announcement) through Grants.gov and prints it out. PI double-checks that he/she has the correct Adobe software on his/her

More information

Purpose: To create a record capturing key data about a submitted proposal for reference and reporting purposes.

Purpose: To create a record capturing key data about a submitted proposal for reference and reporting purposes. Kuali Research User Guide: Create Institutional Proposal Version 4.0: vember 206 Purpose: To create a record capturing key data about a submitted proposal for reference and reporting purposes. Trigger

More information

SYSTEM REQUIREMENTS AND USEFUL INFORMATION LOGGING INTO THE PERIS PORTAL

SYSTEM REQUIREMENTS AND USEFUL INFORMATION LOGGING INTO THE PERIS PORTAL SYSTEM REQUIREMENTS AND USEFUL INFORMATION ------------------------------------------------- LOGGING INTO THE PERIS PORTAL -------------------------------------------------------------------------- CREATING

More information

Cayuse 424 Proposal Electronic Routing & Submission Guidelines. Table of Contents Each topic is linked to its location in the guidance document.

Cayuse 424 Proposal Electronic Routing & Submission Guidelines. Table of Contents Each topic is linked to its location in the guidance document. Cayuse 424 Proposal Electronic Routing & Submission Guidelines Table of Contents Each topic is linked to its location in the guidance document. Browser Settings... 2 Logging In To Cayuse... 2 Starting

More information

InfoEd Proposal Development Class

InfoEd Proposal Development Class InfoEd Proposal Development Class Last Updated: 4/17/18 Icahn School of Medicine at Mount Sinai InfoEd Class Goals 1. Broad Overview of Process Including Application Routing 2. Review of the Essential

More information

Page 1 of 10 1/31/2008

Page 1 of 10 1/31/2008 Page 1 of 10 1/31/2008 Step by Step Tips to Avoid Errors and Warnings o Full instructions can be found at: http://grants1.nih.gov/grants/funding/424/index.htm. o This document is intended to assist you

More information

Minimum Proposal Requirements for Routing

Minimum Proposal Requirements for Routing Minimum Proposal Requirements for Routing This QuickCard contains the minimum requirements for routing a proposal for approval in Coeus. Review the sponsor s solicitation for specific requirements and

More information

Trigger / Timing / Frequency: When a new award is received by the University and OSP determines that the award can be accepted.

Trigger / Timing / Frequency: When a new award is received by the University and OSP determines that the award can be accepted. Kuali Research User Guide: Create a New Parent Award Version October 06 Purpose: To create a new parent award record in the system. Trigger / Timing / Frequency: When a new award is received by the University

More information

Introduction to Cayuse424

Introduction to Cayuse424 Introduction to Cayuse424 In this training you will learn: How to: Navigate Cayuse424 Personalize your password Create Professional Profiles Create Budgets Create subcontract proposal, budget Initiate

More information

SPS Step-By-Step. Click Proposals to access your Inbox, view or create new SPS records.

SPS Step-By-Step. Click Proposals to access your Inbox, view or create new SPS records. SPS Step-By-Step Click Proposals to access your Inbox, view or create new SPS records. Note: Utilities and Standard reference don t appear at the department level. Access your Inbox here. Assign a delegate

More information

Proposal Development (PD) User Guide

Proposal Development (PD) User Guide Proposal Development (PD) User Guide ELECTRONIC RESEARCH ADMINISTRATION (ERA) Version: 15.810.02 STREAMLINED NEW BUDGET MODEL SIMPLIFIED PERSONNEL ENTRY ENHANCED USER INTERFACE Page 0 117 Table of Contents

More information

cayuse 424 Research Suite Product Support Electronic Proposal Development and Submission

cayuse 424 Research Suite Product Support Electronic Proposal Development and Submission cayuse 424 Research Suite Product Support ResearchSuiteSupport@Evisions.com Electronic Proposal Development and Submission Module 1 Desktop Readiness Module 1 Objectives Cayuse 424 browser requirements

More information

OSP Checklist - NIH Pathway to Independence Award (Parent K99/R00). Page 1 of 5

OSP Checklist - NIH Pathway to Independence Award (Parent K99/R00). Page 1 of 5 OSP Checklist - NIH Pathway to Independence Award (Parent K99/R00). Page 1 of 5 ü Read the solicitation: https://researchtraining.nih.gov/programs/career-development ü In all cases the SF 424 and instructions

More information

Proposal Development Guide

Proposal Development Guide Proposal Development Guide Contents The Proposal Tab... 3 Document Overview Panel... 3 Required Fields for Saving Document Panel... 3 Institutional Fields (Conditionally Required)... 8 Sponsor & Program

More information

NSF Checklist for Coeus

NSF Checklist for Coeus NSF Checklist for Coeus General NSF and Coeus Requirements Due Date: Coeus # PI Name Allowable fonts Type Density 10 pt min: Arial, Courier New, Palatino Linotype; 11 pt min: Times New Roman, Computer

More information

Module 1. Desktop Readiness

Module 1. Desktop Readiness CAYUSE AT EMORY 2 Module 1 Desktop Readiness Objectives 3 In this module you will learn: Browser critiques Where to obtain detailed instructions on getting your desktop ready Firefox 4 Recommended browser

More information

Grants Module. Create and Submit a Funding Proposal for Non System to System Submissions

Grants Module. Create and Submit a Funding Proposal for Non System to System Submissions Grants Module Create and Submit a Funding Proposal for Non System to System Submissions Summary of Major Changes The following directions are a combination of all steps in the Funding Proposal submission

More information

Development Coeus Premium. Proposal Development

Development Coeus Premium. Proposal Development Development Coeus Premium Proposal Development Exercise Guide Day 1 [Type the company name] IS&T Training Coeus Premium: Proposal Development - Page 2 - Coeus Premium 4.3.2 Coeus Premium : Proposal Development

More information

Coeus P2 System to System (s2s) Grants.gov Guide For Department Users

Coeus P2 System to System (s2s) Grants.gov Guide For Department Users Coeus 4.5.1.P2 System to System (s2s) Grants.gov Guide For Department Users Office of Research and Project Administration Last Updated: May 25, 2017 Contents Introduction... 5 How to use this guide...

More information

Kuali Coeus Proposal Prep Guide Ruth L. Kirschstein National Research Service Awards (NRSA) (F31 and F32)

Kuali Coeus Proposal Prep Guide Ruth L. Kirschstein National Research Service Awards (NRSA) (F31 and F32) Kuali Coeus Proposal Prep Guide Ruth L. Kirschstein National Research Service Awards (NRSA) (F31 and F32) Overview: This document is intended to help you complete a KC System to System (S2S) proposal submission

More information

RAIS AND REPORTING USER GROUP RESEARCH ADMINISTRATION INFORMATION SYSTEMS (RAIS)

RAIS AND REPORTING USER GROUP RESEARCH ADMINISTRATION INFORMATION SYSTEMS (RAIS) RAIS AND REPORTING USER GROUP RESEARCH ADMINISTRATION INFORMATION SYSTEMS (RAIS) Agenda Coeus Coeus Access Form Update Coeus User Access Roles New Grants.gov Forms NSF Submissions Proposal Person Addresses

More information

Step Two: Download & complete the Grants.gov application

Step Two: Download & complete the Grants.gov application Instructions: This guide will walk you through the creation and submission of a NIH proposal through Grants.gov. In the mygrant section we will guide you through all the required fields. There are many

More information

PCORI Online. Training for Pre-Award Management System April 2017

PCORI Online. Training for Pre-Award Management System April 2017 PCORI Online Training for Pre-Award Management System April 2017 2 Why Change? The new PCORI Online platform will enable Applicants to easily submit a Letter of Intent (LOI) and subsequent full Application

More information

Grant/Sponsor Related Systems. Department and OSP Perspectives on ERA

Grant/Sponsor Related Systems. Department and OSP Perspectives on ERA Grant/Sponsor Related Systems Department and OSP Perspectives on ERA Grant/Sponsor Related Systems General Proposal Submission Information ERA & Sponsor Systems National Institutes of Health BC internal

More information

Kuali Coeus Implementation Awards Blueprinting Workshop 2

Kuali Coeus Implementation Awards Blueprinting Workshop 2 Kuali Coeus Implementation Awards Blueprinting Workshop 2 KC AWD13: PI Progress Reports KC AWD10: Rebudget KC AWD9: Precloseout/Closeout September 11, 2013 Goals and Outcomes Goals Obtain feedback on the

More information

Electronic Research Administration (era) March 8, 2018

Electronic Research Administration (era) March 8, 2018 Electronic Research Administration (era) March 8, 2018 Introductions We are. Terry Duperron, era Analyst Marlene Mooshian, Proposal Analyst Kassie Obelleiro, Training Officer Jinger Snyder, Award Analyst

More information

Coeus Release Department Users Enhancements and Changes

Coeus Release Department Users Enhancements and Changes Coeus Release 4.4.3 Department Users Enhancements and Changes Coeus is compatible with Java 1.6 COEUS is now compatible with Java version 1.6. If you do not already have the recommended java (version 6

More information

Grants.gov Adobe Manual for Windows Users

Grants.gov Adobe Manual for Windows Users Grants.gov Adobe Manual for Windows Users July, 2008 This workbook also contains information and original material from the PHS Grants.Gov application Guide SF 424 (R&R) which can be found at http://grants2.nih.gov/grants/funding/424/index.htm

More information

Sponsored Project Life Cycle Management. Evisions SP User Reference Manual. Document version 1.5

Sponsored Project Life Cycle Management. Evisions SP User Reference Manual. Document version 1.5 Sponsored Project Life Cycle Management Evisions SP User Reference Manual Document version 1.5 Last updated 4/12/2016 Trademark, Publishing Statement, and Copyright Notice 2015 Evisions, Inc. All rights

More information

Narration: Welcome to the Anatomy of an Administrative Shell mini course.

Narration: Welcome to the Anatomy of an Administrative Shell mini course. Welcome to the Anatomy of an Administrative Shell mini course. 1 If you have previously joined us for other sponsored project mini courses, you will be familiar with the Sponsored Project Life Cycle. In

More information

Coeus Premium Institute Proposal Guide Overview & Field Definitions

Coeus Premium Institute Proposal Guide Overview & Field Definitions Coeus Premium Institute Proposal Guide Overview & Field Definitions Johns Hopkins University Office of Research Information Systems Coeus 4.3.5, September 2009 Table of Contents Institute Proposal Overview...

More information

Proposal Summary Review

Proposal Summary Review Proposal Summary Review Proposal detail information is available to provide approvers and others with details and print access on the Summary page, reducing the need to navigate to the proposal record

More information

Grant Application Package

Grant Application Package Generates errors for all applications Grant Application Package Opportunity Title: Research Project Grant (Parent R01) Offering Agency: National Institutes of Health Generates errors in certain situations

More information

Quick Start Guide for Cayuse - Cayuse SP/424

Quick Start Guide for Cayuse - Cayuse SP/424 Quick Start Guide for Cayuse - Cayuse SP/424 WHAT IS Cayuse? Cayuse (electronic Sponsored Research Administration) is a software tool IIT has adopted for routing proposals, contracts, and other types of

More information

UMCES CAYUSE 424 Training 7/21/2010 1

UMCES CAYUSE 424 Training 7/21/2010 1 UMCES CAYUSE 424 Training 7/21/2010 1 A new routing process... UMCES is moving toward using the CAYUSE424 platform for all proposal submissions. - Goal: July 1, 2010. CAYUSE is a system to system standard

More information

Module Professional Profiles

Module Professional Profiles Professional Profiles 1 Module 3 1 2 Objectives In this module you will learn: Professional Profile basics How to create a Professional Profile How to add biosketches How to assign permissions to a Professional

More information

Entering an Electronic Proposal Routing Approval Form (epraf) Overview Understanding PantherSoft Proposals... 3

Entering an Electronic Proposal Routing Approval Form (epraf) Overview Understanding PantherSoft Proposals... 3 Entering an Electronic Proposal Routing Approval Form (epraf) Training Guide Contents Overview... 2 Understanding PantherSoft Proposals... 3 Proposal Internal Clearance... 3 Proposal Information... 3 Proposal

More information

RESEARCH FUNDING. User Guide

RESEARCH FUNDING. User Guide RESEARCH FUNDING User Guide Funding Opportunities limsubmissions@ucdavis.edu March 18, 2016 Table of Contents and Glossary... 3 System...3 System Requirements... 3 Accessibility... 3 Features... 3 Glossary...4

More information

Emory University Research Administration Services (RAS) Standard Operating Procedure (SOP)

Emory University Research Administration Services (RAS) Standard Operating Procedure (SOP) Emory University Research Administration Services (RAS) Standard Operating Procedure (SOP) TITLE: Research Proposal Application Process NUMBER: RAS SOP 1002 VERSION: 4.0 LAST REVISED: PREPARED BY: Office

More information

Cayuse 424. Office of Sponsored Programs (OSP) in collaboration with RAS team

Cayuse 424. Office of Sponsored Programs (OSP) in collaboration with RAS team Cayuse 424 Office of Sponsored Programs (OSP) in collaboration with RAS team Agenda Overview of Research Administration Program (RAP) What is Cayuse 424? Benefits of Cayuse 424 When to use Cayuse 424 How

More information

Cayuse SP: DETAILED GUIDANCE FOR 2018 URCF PROPOSALS

Cayuse SP: DETAILED GUIDANCE FOR 2018 URCF PROPOSALS Before you begin Please observe the following guidance. All applicants and any named personnel must be registered as users in Cayuse before starting a proposal in Cayuse SP. This will enable users to access

More information

Entering an Electronic Proposal Routing Approval Form (epraf) Overview Understanding PantherSoft Proposals... 3 Proposal Internal Clearance...

Entering an Electronic Proposal Routing Approval Form (epraf) Overview Understanding PantherSoft Proposals... 3 Proposal Internal Clearance... Entering an Electronic Proposal Routing Approval Form (epraf) Training Guide Contents Overview... 2 Understanding PantherSoft Proposals... 3 Proposal Internal Clearance... 3 Proposal Information... 3 Proposal

More information

Effort Reporting & Commitments (ERC) Application Training: Departmental Administrators

Effort Reporting & Commitments (ERC) Application Training: Departmental Administrators Effort Reporting & Commitments (ERC) Application Training: Departmental Administrators Sponsored Program Services Fall 2015 Training Agenda Effort and Effort Reporting Basics ERC Access, Training and Navigation

More information

Purdue University/Grants.gov User Instructions

Purdue University/Grants.gov User Instructions Purdue University/Grants.gov User Instructions Starting a Proposal in Grants.gov Registration with Grants.gov Notification to BO/SPS Software Download Package Search Package Download Table of Contents

More information

Grants Management System (GMS) and Reports Training

Grants Management System (GMS) and Reports Training Grants Management System (GMS) and Reports Training Grant Adjustments Semi-Annual Progress Reports Quarterly Financial Reports Payment Requests (GPRS) Sub-award Reporting (FSRS) GMS Roles Primary Point

More information

NIH era Commons Presentation ( ecommons for short)

NIH era Commons Presentation ( ecommons for short) NIH era Commons Presentation ( ecommons for short) Submitting an NIH Progress Report and JIT info through ecommons : (https://commons.era.nih.gov/commons/) 1. ELECTRONIC not completely signed Financial

More information

Instructions for Navigating Your Awarded Grant

Instructions for Navigating Your Awarded Grant Instructions for Navigating Your Awarded Grant proposalcentral s Post-Award allows grantees to submit progress reports, project documents, financial/budget information, communicate with the funding organization,

More information

Proposal Submission Timeline

Proposal Submission Timeline Proposal Submission Timeline Anytime 10 business days 5 business days 2 business day Identify Funding Notify GSP of planned proposal via PARS Proposal and Budget created in Cayuse SP Internal Routing and

More information

Instructions for Submission: Research Grant Applications National Multiple Sclerosis Society 2018

Instructions for Submission: Research Grant Applications National Multiple Sclerosis Society 2018 Instructions for Submission: Research Grant Applications National Multiple Sclerosis Society 2018 INTRODUCTION Please read these instructions and follow them carefully. Applications that are incomplete

More information

Welcome to the. instructor-led course

Welcome to the. instructor-led course Welcome to the instructor-led course Getting Started Housekeeping You should have. Prerequisite for this class Classroom guidelines Please introduce yourself Please note: You must sign-in to get credit

More information

How to create a Professional Profile How to add biosketches How to assign permissions to a Professional Profile How to avoid duplicate Professional

How to create a Professional Profile How to add biosketches How to assign permissions to a Professional Profile How to avoid duplicate Professional Module 3 Professional Profiles Professional Profile Basics How to create a Professional Profile How to add biosketches How to assign permissions to a Professional Profile How to avoid duplicate Professional

More information

Grant Application Package

Grant Application Package Grant Application Package Generates errors for all applications Generates errors in certain situations Opportunity Title: Offering Agency: CFDA Number: CFDA Description: Opportunity Number: Competition

More information

RAMSeS Guidelines TABLE OF CONTENTS

RAMSeS Guidelines TABLE OF CONTENTS RAMSeS Guidelines TABLE OF CONTENTS Before You Get Started... 1 First Steps First... 1 RAMSeS Log-in... 1 Start a New Proposal... 2 General Information Page Contents... 3 Subcontractors... 7 Personnel

More information

Principal Investigator: Step By Step Proposal Approval Guide

Principal Investigator: Step By Step Proposal Approval Guide Principal Investigator: Step By Step Proposal Approval Guide 1 Table of Contents Overview:... 3 1. PI Routing Approval:... 3 2. Forward to DRA:... 3 3. PI Submission Approval:... 3 Logging into RAPPORT...

More information

Loyola University Chicago Health Sciences Division Maywood, IL. Human Subject Research Project Start-Up Guide

Loyola University Chicago Health Sciences Division Maywood, IL. Human Subject Research Project Start-Up Guide Loyola University Chicago Health Sciences Division Maywood, IL Human Subject Research Project Start-Up Guide This Start-Up Guide is intended to guide you through the process of designing a research project

More information

In order to complete a grant application package for submission to grants.gov, you complete the following steps:

In order to complete a grant application package for submission to grants.gov, you complete the following steps: Steps for completing a grants.gov application package In order to complete a grant application package for submission to grants.gov, you complete the following steps: 1. Download the application package

More information

The Project Application Appeal Process

The Project Application Appeal Process e-snaps Training Series The Project Application Appeal Process 2012, Version 2 Project Application Appeal Process Page i Table of Contents Introduction... 1 Objectives... 1 Overview of this Training Module...

More information

Agenda. Why are Proposal Types Changing? What s Updated? What s New? Resources

Agenda. Why are Proposal Types Changing? What s Updated? What s New? Resources November 6, 2014 Agenda Why are Proposal Types Changing? What s Updated? What s New? Resources Why are Proposal Types Changing? By upgrading Proposal Types, we are able to use the Coeus system more effectively

More information

Welcome to the. instructor-led course

Welcome to the. instructor-led course Welcome to the instructor-led course Getting Started Housekeeping You should have. Prerequisite for this class Classroom guidelines Please introduce yourself Please note: You must sign-in to get credit

More information

CAYUSE Research Suite

CAYUSE Research Suite CAYUSE Research Suite Internal Clearance & Submission Process Principal Investigator/Program Director Cayuse SP is used by ORSP to process Internal Clearance and when applicable to submit a proposal for

More information

Module Proposal Creation

Module Proposal Creation Proposal Creation 1 Module 5 1 2 Objectives In this module you will learn how to: Create a new proposal Navigate the proposal Assign proposal permissions Validate and track errors Lock/Break Lock Copy/Transform

More information

Step 2 From the Modifications Summary in the Award Workspace click the link to the newly created Modification.

Step 2 From the Modifications Summary in the Award Workspace click the link to the newly created Modification. No Cost Extensions When a project requires additional time to complete the scope of work a Modification for a No Cost Extension must be requested. Depending upon the terms and conditions of the Award there

More information

proposalcentral Version 2.0 Creating a proposalcentral Application.

proposalcentral Version 2.0 Creating a proposalcentral Application. proposalcentral Version 2.0 Creating a proposalcentral Application. Welcome to proposalcentral Version 2. For those of you who have used the earlier version of our program, you will find some useful enhancements

More information

Creating your job seeker account

Creating your job seeker account Job seeker manual Creating your job seeker account If the user hasn t created a job seeker account, it s a good idea to first create one. This way, the user already has it when setting up job alerts, applying

More information

Guidelines for Submitting an AICR Investigator-Initiated Grant Full Proposal for the 2015 Grant Cycle

Guidelines for Submitting an AICR Investigator-Initiated Grant Full Proposal for the 2015 Grant Cycle Guidelines for Submitting an AICR Investigator-Initiated Grant Full Proposal for the 2015 Grant Cycle After your Letter of Intent has been accepted you must submit a Full Application in order for your

More information

Navigate to the Application

Navigate to the Application PCORI Online Cheat Sheet: Application Submission Updated as of 12/1/2017 Important Reminders This Cheat Sheet provides guidance on how to: Navigate to an Application Update and Submit the Application for

More information

INITIATION GRANT PROGRAM

INITIATION GRANT PROGRAM Cleon C. Arrington RESEARCH INITIATION GRANT PROGRAM University Research Services & Administration Application Submission Deadline: Wednesday, January 17, 2018 PURPOSE & GENERAL INFORMATION ABOUT AWARD

More information

If you have previously created an account in the Results Verification System (RVS), you may login using your address and password.

If you have previously created an account in the Results Verification System (RVS), you may login using your  address and password. Table of Contents Accessing the System... 3 Create Your Account... 3 Resetting Your Password... 3 Note to Previous Verification System Users... 5 Start New Application... 6 My Projects... 8 Navigation...

More information

Research Grant Resources & Information for New Investigators

Research Grant Resources & Information for New Investigators Research Grant Resources & Information for New Investigators FEDERAL RESEARCH FUNDING 2018-2019 University of Nevada, Reno College of Engineering 1 P a g e Table of Contents A. Federal Funding Agencies.

More information

THE DRA S GUIDE TO ERA

THE DRA S GUIDE TO ERA THE DRA S GUIDE TO ERA Updated: 11/8/2017 Contents I. Getting Started 2 How do I log in to era?... 2 How do I find and open proposal records?... 2 II. Proposals 4 PT Navigation... 4 How do I find the status

More information

Office of Clinical Research. CTMS Reference Guide Patient Entry & Visit Tracking

Office of Clinical Research. CTMS Reference Guide Patient Entry & Visit Tracking Se Office of Clinical Research CTMS Reference Guide Patient Entry & Visit Tracking Table of Contents Logging into CTMS... 3 Search and Recruitment / Quick Search... 4 How to Configure Quick Search Fields...

More information

PEER (PAPERLESS ENVIRONMENT FOR ELECTRONIC REVIEW)

PEER (PAPERLESS ENVIRONMENT FOR ELECTRONIC REVIEW) PEER (PAPERLESS ENVIRONMENT FOR ELECTRONIC REVIEW) 1 What is PEER? PEER is a web portal maintained by Vanderbilt University which handles internal processing of grant related requests and contract submission

More information

UTD Proposal Submission w/ UTSW Sub Work Flow

UTD Proposal Submission w/ UTSW Sub Work Flow UTD Proposal Submission w/ UTSW Sub Work Flow Proposal Submission Award Request Cost Center Office of Finance If human subjects in proposal, contact Saki McCallister x4577 in IRB If vertebrate animals

More information

A comprehensive list of Validations added by JHU

A comprehensive list of Validations added by JHU Coeus Version 4.5.3 Coeus Validations (added by JHU) User Guide Document Date: September 8, 2015 A comprehensive list of Validations added by JHU ORIS: September 8, 2015 Page 1 of 10 Introduction: 1) Users

More information

System Performance Measures:

System Performance Measures: April 2017 Version 2.0 System Performance Measures: FY 2016 (10/1/2015-9/30/2016) Data Submission Guidance CONTENTS 1. Purpose of this Guidance... 3 2. The HUD Homelessness Data Exchange (HDX)... 5 Create

More information

Downloading Application Viewer

Downloading Application Viewer Downloading Application Viewer In order to access, complete and submit applications, you will need to download and install the PureEdge Viewer, a small, free program. PureEdge Viewer: Minimum System Requirements

More information

Grant Application Package

Grant Application Package Grant Application Package Opportunity Title: Offering Agency: CFDA Number: CFDA Description: Opportunity Number: Competition ID: Opportunity Open Date: Opportunity Close Date: Agency Contact: Research

More information

Instructions for Submission: Pilot Grant Applications National Multiple Sclerosis Society 2018

Instructions for Submission: Pilot Grant Applications National Multiple Sclerosis Society 2018 Instructions for Submission: Pilot Grant Applications National Multiple Sclerosis Society 2018 INTRODUCTION Please read these instructions and follow them carefully. Applications that are incomplete, exceed

More information

Grants emanagement System (GeMS)

Grants emanagement System (GeMS) Grants emanagement System (GeMS) Affiliate Applicant User Guide Version 2.0 1 Table of Contents Grant emanagement System Guide Overview... 3 Create a Grants emanagement System (GeMS) Account... 5 Creating

More information

NIH R-Mechanism Mini Guide for Completing SF424 (R&R) Applications Using Grants.gov *Adobe Forms Version B2*

NIH R-Mechanism Mini Guide for Completing SF424 (R&R) Applications Using Grants.gov *Adobe Forms Version B2* NIH R-Mechanism Mini Guide for Completing SF424 (R&R) Applications Using Grants.gov *Adobe Forms Version B2* Please note that this mini guide is a tool for assisting in correctly preparing a grant application

More information

What You Need to Know When Submitting an NIH SF424 R&R Grant Application Through the UCLA Office of Contract and Grant Administration (OCGA)

What You Need to Know When Submitting an NIH SF424 R&R Grant Application Through the UCLA Office of Contract and Grant Administration (OCGA) What You Need to Know When Submitting an NIH SF424 R&R Grant Application Through the UCLA Office of Contract and Grant Administration (OCGA) Kim Duiker, Assistant Director Mary Haskins, Contract & Grant

More information

Grant Application Package

Grant Application Package Opportunity Title: Offering Agency: CFDA Number: CFDA Description: Opportunity Number: Competition ID: Opportunity Open Date: Opportunity Close Date: Agency Contact: Research Project Grant (Parent R01)

More information

PeopleSoft Recruiting Solutions

PeopleSoft Recruiting Solutions PeopleSoft Recruiting Solutions Student Job Posting January 22, 2013 Recruiting Solutions (Rec Sol) replaced Y-Careers for all on-campus job postings effective December 10, 2012 o Y-Careers is now the

More information

Using Proposal Hierarchy. For NIH R01 Submissions

Using Proposal Hierarchy. For NIH R01 Submissions Using Proposal Hierarchy For NIH R01 Submissions Agenda Proposal Hierarchy Functionality How Proposal Hierarchy Works Parent Proposals Child Proposals Linking Proposal Hierarchy Hierarchy Scenarios Using

More information

Still Grants.gov? Try NIH ASSIST!

Still Grants.gov? Try NIH ASSIST! Still Grants.gov? Try NIH ASSIST! Go for it! RAC Forum September 30, 2015 Joy Ayson-Yu, Sponsored Projects Office Jessie Brown, Sponsored Projects Office Shoshana Lavinghouse, Sponsored Projects Office

More information

Grant Application Package

Grant Application Package Opportunity Title: Offering Agency: CFDA Number: CFDA Description: Opportunity Number: Competition ID: Opportunity Open Date: Opportunity Close Date: Agency Contact: Research Project Grant (Parent R01)

More information

RAMSeS Instructions: Completing a proposal submission file for approvals and certifications

RAMSeS Instructions: Completing a proposal submission file for approvals and certifications RAMSeS Instructions: Completing a proposal submission file for approvals and certifications Completing a RAMSeS File... 2 Brief Instructions for Chairs... 5 Draft 9-10-2012 1 Completing a RAMSeS File With

More information

Tips & Tricks of Research Administration #UDResearch April 13, 2016

Tips & Tricks of Research Administration #UDResearch April 13, 2016 Tips & Tricks of Research Administration #UDResearch April 13, 2016 Presenters Peggy Thomas, Billing Coordinator Research Office Susan Tkachick, Sponsored Research Accountant - Research Office Susan Tompkins,

More information

The Embark Campus Admissions Portal

The Embark Campus Admissions Portal The Embark Campus Admissions Portal Introduction Dear Boren Awards Campus Representative, Welcome to the Embark Campus Admissions Portal. In this portal you can: View a list of in-progress and submitted

More information

Rebecca Trahan. Office of Sponsored Programs December 9, ORED Limited Submission Update

Rebecca Trahan. Office of Sponsored Programs December 9, ORED Limited Submission Update Rebecca Trahan Office of Sponsored Programs December 9, 2015 1 NSF Updates NIH Updates Uniform Guidance Updates and Reminders ORED Limited Submission Update OSP Updates Q & A 2 1 3 4 2 NSF 16-1 effective

More information

Sponsored Programs and Research Compliance SUBRECIPIENT COMMITMENT FORM

Sponsored Programs and Research Compliance SUBRECIPIENT COMMITMENT FORM SUBRECIPIENT COMMITMENT FORM All subrecipients should complete this form when submitting a subaward proposal to University of North Carolina Wilmington (UNCW). Please complete this form and send all required

More information