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