Proposal Training Proposal Basics, Tips & Tricks June 29, 2009

Proposal Basics

Proposal Types New Renewal Continuation Revision Resubmission Preliminary

Common Pre-Award Terms Facilities & Administrative Costs (F&A) Indirect Costs (IDC) Direct Costs Request for Proposal (RFP) Program Announcement (PA) Solicitation

Required Internal Documents Proposal Submission Form (PSF) ◦ Sponsor vs. Prime Sponsor ◦ Notice of Opportunity ◦ Funding Opportunity Number ◦ Credit Split ◦ Yes/No Questions ◦ Special Review ◦ Others Tab

Required Internal Documents PSF Academic Approvals Coeus budget pages Form 32 (if applicable) Authorization from subcontractors (if applicable) Final technical documents submitted to sponsor

Special Items of Interest Non-faculty PI Cost Share Commitments Subcontractors and/or Consultants International Sponsors Foreign Travel Conflict of Interest Subcontracting Plans F&A waivers Proposal Notifications

Person Months How do you calculate person months? Conversion of percentage of effort to person months is straight-forward. To calculate person months, multiply the percentage of your effort associated with the project times the number of months of your appointment. For example: 25% of a 9 month academic year appointment equals 2.25 (AY) person months (9 x.25= 2.25) 10% of a 12 month calendar appointment equals 1.2 (CY) person months (12 x.10 = 1.2) 35% of a 3 month summer term appointment equals 1.05 (SM) person months (3 x.35= 1.05) Another example: If the regular pay schedule of an institution is a 9 month academic year and the PI will devote 9 months at 30% time/effort and 3 months summer term at 30% time/effort to the project, then 2.7 academic months and.9 summer months should be listed in the academic and summer term blocks of the application (9 x 30% = 2.7 person months; 3 x 30%=.9)

Grad Fee Remits & Insurance Where to place costs within sponsor budget Fee remissions are NOT the equivalent of tuition Remits & Insurance for partial grad effort

Questions on the basics?

FASTLANE

FastLane Tips & Tricks Proposal ID & PIN Releasing to SRO Budgeting correctly within Fastlane Adding Co-PIs Adding Senior Personnel Biosketch Current & Pending NSF person month rule

Grants.gov

Getting Started Finding the Adobe package Version Control Downloading an expired package Completing the Adobe package University Information: /universityinfo.html

Grants.gov Tips & Tricks Correct version of Adobe Attachments – pdf unless otherwise stated in the guidelines Naming convention of attachments Save often Deciding which budget to use (NIH only) ing to Pre-Award

Top 5 Errors – Grants.gov Missing Attachments/Attachments not in correct format. Invalid/Inconsistent/Missing Data Application business requirements not met Budget miscalculations e-RA Commons user profile errors

Additional Tips & Tricks Coeus Tips & Tricks: modules/propdev/tips/ modules/propdev/tips/ Proposal Types: modules/propdev/coredata/main/prop osaltypes.html modules/propdev/coredata/main/prop osaltypes.html Utilize your Pre-Award staff. We are here to support YOU!

Questions?