NSF Checklist for Coeus

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Cori Franklin
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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,

1 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 Modern Family; less than 10 pt may be used for formulas, equations, tables, diagrams, etc. No more than 6 lines of text per vertical inch Pagination Margins PI should not add headers or footers. Sponsor will automatically paginate with necessary headers and footers. 1.0 inches all around Page Formatting strongly encouraged to use only single columns Check for Sub Org NSF ID PDF Coeus SubAward Orgs MUST have established NSF ID in Fastlane; verify at Except for Biosketch, no specific forms for any required attachments. Convert to PDF prior to upload. Filenames cannot contain special characters or spaces other than the underscore. If the section is "required" but does not apply to your proposal, upload a document with the words "Not Applicable" written in it. If Coeus field is not discussed below, it can be ignored Coeus Tab Review Notes/Changes Proposal Type Activity Type Start Date consistent with activation dates for award type - recommend at least 6 months after due date End Date is correct Agency/Sponsor NSF Proposal Deadline Date is correct 3/25/ P age

2 Coeus Tab Review Notes/Changes Organization Investigators/ Key Persons Application award type Title: 200 character max ( limit); no special characters Funding Opportunity Number to submit System to System Subcontract box checked for outbound sub(s)? Agency Program Code( Agency Division Code ( Other Organization: All subs listed as Other Organizations Certification: all PI s and Co-PI s must certify & upload into Details: phone Primary title City Investigators/ Key Persons Agency Credentials State Address line 1 Degree (recommended to avoid default) Postal Code Credit Split Special Review PI and Co-PI s Human subjects and/or animal mark as pending 3/25/ P age

3 Coeus Tab Review Abstract Others YNQ and Questionnaire Summary Page Notes/Changes Use for the following sections only as needed: Suggested Reviewers, Reviewers Not To Include, Deviation Authorization; make sure correct box is checked in grants.gov tab - can also upload under NSF_Single Copy Document in attachments Special Considerations and Research Theme: Make appropriate selections Answer all Link RFP Select appropriate documents: make sure all necessary optional forms have been checked off A detailed budget in Coeus was created SubAward budget SYNC complete check: appropriate IDC is being charged on/off campus is correct overhead rate type is correct Form Field COEUS Attachment title Notes Project Summary/ Abstract ProjectSummary - Lead org Project Description Narrative - Lead org 15 pages max Bibliography & References Cited Bibliography - Lead org no page limit Facilities & Other Resources Equipment Facilities - all orgs Equipment -all orgs 1 page limit; include as separate headings: overview, intellectual merit & broader impacts Do not include monetary value for items; If there is nothing to describe, a statement to that effect should be uploaded. Substantial unfunded collaborations should be described here. Equipment must be a separate document from facilities; Do not include monetary value for items; If there is nothing to describe, a statement to that effect should be uploaded 3/25/ P age

4 Form Field COEUS Attachment title Notes Justification Justification - all orgs Required; limited to 3 pages total for proposal; include summary justification for SubAwards within the 3 pages; for SubAward budget justifications, upload doc that says "see prime sponsors budget justification." If Deviation Authorization, contact cognizant Program Officer; include specific authorization with Name of authorizer under "Abstract" tab, Deviation Authorization. Other Sketch (1) Sketch (2) Sketch (3) Sketch (4) Sketch (5) Sketch (6) Mentoring Plan Current and Pending Support Data Management Plan Single Copy Documents Other Personnel /Biosketch - (PI) - all orgs Personnel /Biosketch Personnel /Biosketch Personnel /Biosketch Personnel /Biosketch Personnel /Biosketch Proposal /Other/Postdoc Mentoring Plan - lead only Personnel /Current and Pending - all orgs required Proposal /Other/Data Management Plan - lead only NSF_Single Copy Documents Description becomes title of file sent to NSF so no special characters; multiple uploads allowed with different titles 2 page limit; required for all senior /key personnel; Sections: Professional Preparation, Products*, Synergistic Activities, Collaborators and Other Affiliations *If only listing publications, the title "Publications" may be used in place of "Produtst" if Postdocs in budget, this plan is mandatory Required; use Narrative type "other", the narrative description must be entered exactly as: Data Management Plan If applicable, use for: Deviation Authorization, List of suggested Reviewers, Reviewers Not to Include, Proprietary of Privileged Information Other Docs Personal Data Form RRSF424 SFLLL Other Explanatory does not populate in COEUS If required, attach Disclosure of Lobbying Activities (SF-LLL) here to submit, enter Fastlane and update PI profile to add this information 3/25/ P age

5 Form Field COEUS Attachment title Notes Div. of Undergraduate Education Project Data Form does not populate in COEUS You must submit proposal without this document and await NSF warning #0060: "This application was submitted to a Division of Undergraduate Engineering (DUE) program, but the grants.gov system does not yet support the Project Data Form, which is required by the DUE division. Please use NSF's Proposal File Update module in Fastlane to complete the Project Data Form. Note that Proposal File updates will not be accepted after certain timeframes." The PI must start this process, although the G.O. can complete and submit it. Subcontract # 1 Form Field COEUS Attachment title Notes SF424 Justification Scope of work Institutional letter of support R&R SubAward budget upload under budget Required - does it mirror budget? Include summary justification for SubAwards within the Prime Contractors budget justification (limited to 3 pages total); for SubAward budget justifications, upload doc that says "see Prime Contractors budget justification." Required Required - do budget totals, PI, etc. match other docs? Subcontract # 2 Form Field COEUS Attachment title Notes SF424 Justification R&R SubAward budget upload under budget Required - does it mirror budget? Include summary justification for SubAwards within the Prime Contractors budget justification 3/25/ P age

6 Scope of work Institutional letter of support (limited to 3 pages total); for SubAward budget justifications, upload doc that says "see Prime Contractors budget justification." Required Required - do budget totals, PI, etc. match other docs? Subcontract # 3 Form Field COEUS Attachment title Notes SF424 Justification Scope of work Institutional letter of support R&R SubAward budget upload under budget Required - does it mirror budget? Include summary justification for SubAwards within the Prime Contractors budget justification (limited to 3 pages total); for SubAward budget justifications, upload doc that says "see Prime Contractors budget justification." Required Required - do budget totals, PI, etc. match other docs? Getting Help Coeus Support Coeus-help@neu.edu Office of Research Administration & Finance (ORAF) Grant Officer: 3/25/ P age

RESEARCH ADMINISTRATION SERIES: BUDGET PREPARATION COMPANION WORKSHOP - NSF PROPOSALS. What is FastLane?

RESEARCH ADMINISTRATION SERIES: BUDGET PREPARATION COMPANION WORKSHOP - NSF PROPOSALS Tammy Kuhn Martin & Amber Jensen College of Engineering Research Services What is FastLane? FastLane is the National