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

2. Proposal Basics

3. Proposal Types New Renewal Continuation Revision Resubmission Preliminary

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

5. 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

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

7. 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

8. 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)

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

10. Questions on the basics?

11. FASTLANE

12. 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

13. Grants.gov

14. Getting Started www.grants.gov Finding the Adobe package Version Control Downloading an expired package Completing the Adobe package University Information: http://www.purdue.edu/sps/proposals /universityinfo.html

15. 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) Emailing to Pre-Award

16. 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

17. Additional Tips & Tricks Coeus Tips & Tricks: http://www.purdue.edu/coeus/guide/ modules/propdev/tips/ http://www.purdue.edu/coeus/guide/ modules/propdev/tips/ coeushelp@purdue.edu Proposal Types: http://www.purdue.edu/coeus/guide/ modules/propdev/coredata/main/prop osaltypes.html http://www.purdue.edu/coeus/guide/ modules/propdev/coredata/main/prop osaltypes.html Utilize your Pre-Award staff. We are here to support YOU!

18. Questions?