job aid preparing a summary proposal · job aid preparing a summary proposal version 5.2.1 3...

Version5.2.1 1 Revised11.1.2016

JOBAID

PreparingaSummaryProposalThisjobaiddetailstheinformationrequiredforcreatingaSummaryProposalforsubmissionofnon-Grants.govproposals.(Forcompletestep-by-stepinstructionsforenteringtheinformation,pleaseseethePrepareaProposal,RoutingandApprovaleLearningvideo.)

WHO:

• DepartmentAdministrators• CollegeAdministrators• PrincipalInvestigators

WHEN:

• Creatingaproposalthatdoesnotrequiresystem-to-system(Grants.gov)submission

HOW:1. SelecttheCreateProposallinkfoundwithintheProposalsChannelontheResearcherTab

2. YouarenowinanewProposalDevelopmentDocumentwiththeProposaltabopentothefirstpanel

3. CompletetherequiredinformationontheRequiredFieldsforSavingDocumentpanelandclicksave;fromhereyouwillbeabletonavigatetoanytaborpanelwithinyourproposal

Note:Thefollowinginformationcanbecompletedinanyorder,sothestepshavenotbeenenumerated

Data/DocumentationrequiredforaSummaryProposal

ProposalTab–SponsorandProgramInformation

JOBAID PreparingaSummaryProposal

Version5.2.1 2 Revised11.1.2016

• SearchforandselectthePrimeSponsor,ifapplicable• EntertheSponsorDeadlinedate,ifapplicable• EntertheSponsorDeadlineTime,ifapplicable• EntertheOpportunityID,ifapplicable• Checkthebox“Doesthisproposalincludesubawards?”,ifapplicable

ProposalTab–KeyWords

• SearchforandselecttheappropriateCountryiftheprojectincludesInternationalActivities

KeyPersonnelTab

• AddalltheindividualswhoareconsideredKeyPersonnelontheproject.Theterm“KeyPersonnel”isgenerallydefinedasthosewhocontributeinasubstantive,measurablewaytothescientificdevelopmentorexecutionoftheproject.PleasenotethatwhenaddingKeyPersonnel,if“KeyPerson”isselectedfortheProposalRolethenarequiredtextboxwillappear.PleaseaddtheKeyPerson’stitleorroleontheproject.

• PrincipalInvestigatorsandCo-InvestigatorswillberequiredtoanswerthequestionsontheProposalPersonCertificationsubpanel.Theycaneitheranswerthequestionspriortoproposalroute,orwhentheproposalhasbeenroutedtotheirlevelofapproval.

• CompletetheCombinedCreditSplitinformationforallinvestigatorsbyselectingtheappropriatePIProfileo ForKeyPersonnelwhoshouldbeincludedintheCreditSplit,clicktheaddunitdetailsbutton

locatedintheUnitDetailssubpanel.• Enter100%inthePostAwardUnitcolumn(whiterowshownbelow)fortheunitthatwillbeactingasthe

bookkeepingunit,andthen100intheassociatedinvestigatorline.Allotherinvestigatorswillneedtoenter100intheirfirstunitlistedinordertopassvalidations(howevertheirinvestigatorlinewillremainatzero)

• IfthereisnoSpacecreditthatneedstobedesignatedintheproposal,enterthesameinformationintheSpacecolumnthatappearsintheF&AAllocationcolumn.

o IfoneoftheinvestigatorsincludedontheCombinedCreditSplitpanelhasspacecredit,assign100%ofthespacetotheinvestigatorassociatedwiththespaceandtheunitthespaceisin.Allotherinvestigatorsshouldbeassigned100%intheirfirstunitinordertopassvalidations(howeverthereinvestigatorlineshouldremainatzero).

o IfmorethanoneoftheinvestigatorsincludedontheCombinedCreditSplitpanelhasspacecredit,dividetheapplicablenumberofinvestigatorsby100%andenterthatpercentageintheirinvestigatorline.Thus,ifspacecreditissplitbetween2investigators,eachwillreceive50%;between3investigators,thecreditwillbe34%,33%,and33%respectively,andsoon.

Note:Thedarkgrayrows(markedbythearrowsabove)indicatethesplitbetweentheinvestigators,whereasthewhiterows(markedbytheboxesabove)indicatethecreditsplitforasingleinvestigatorbetweentheirappointedunits.

JOBAID PreparingaSummaryProposal

Version5.2.1 3 Revised11.1.2016

SpecialReviewTab

• Enterspecialreviewlinesiftheproposalinvolvestheinclusionofhumansubjects,animals,orincludesexport-controlledinformation,ifknownatthetimeofproposal

CustomDataTab

• Identifyanyvoluntarycommittedcostsharingincludedintheproposal

AbstractsandAttachmentsTab

• Ataminimumattachthescopeofwork,detailedbudget(ifnotcreatingthedetailedbudgetusingtheKCBudgetmodule),budgetjustification,anysub-recipientcommitmentforms,andothersupportingdocumentationintheInternalAttachmentsarea

QuestionsTab

• AnswerallquestionscontainedintheStandardProposalQuestionnaire

BudgetVersionsTab

• Ifcreatingadetailedbudget,usingtheKCbudgetmoduleispreferred,howeveritisnotrequiredforsummaryproposals.Ifsubmittingthebudgetusingaspreadsheet,youwillneedtocreateabudgetandenterrequiredinformation.Todoso,pleasedothefollowing:

1. CreateandopenaBudgetVersion.Itisrecommendedthatyounameyourbudgetversion“SummaryBudget”andclicktheopenbutton

o KCwilldisplaytheParametersTab2. AdjusttheperiodboundariesintheBudgetPeriods&Totalssubpanel,ifnecessary3. Foreachbudgetperiod,entertheDirectCost,F&ACostandrequiredCostSharing(ifapplicable)

amountsundertheappropriateheading.4. TheapplicationwillautomaticallycalculatetheTotalSponsorCostforeachbudgetperiodaswellas

inputtingthetotalDirectCost,F&ACost,UnrecoveredF&ACost(ifapplicable),andCostSharing(ifapplicable)amountswhenyouclicksaveorcalculateallperiods

5. ClicktheFinal?checkboxintheBudgetOverviewpanel6. Clicksave7. ClicktheReturntoProposalbuttonlocatedinthetopright-handcorner

JOBAID PreparingaSummaryProposal

Version5.2.1 4 Revised11.1.2016

• ProvideyourbudgetviaemailornotificationtoeitheryourOSPProposalTeamorBusinessConnectonceyour

budgethasbeencompletedsotheattachedbudgetandSummaryInformationcanbereviewed.FollowingreviewandapprovalbyeitherOSPorBC,thebudgetstatuswillbechangedfromIncompletetoComplete

ProposalActions

• Clickthesubmitbuttonatthebottomofthepage,notethatDataValidationwillautomaticallyengageandpresentanyerrorsorwarnings.

• Fixanyerrorsintheproposal,ifapplicable.Onceallerrorsarecorrected,clickthesubmitbuttontostarttheinstitutionalapprovalprocess