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  • Example: NIH will never use the Personal Data Component (Commons registration makes this component unnecessary) Standard Packages: SBIRs/STTRs—SBIR Component unique only to these mechanisms
  • Example: NIH will never use the Personal Data Component (Commons registration makes this component unnecessary) Standard Packages: SBIRs/STTRs—SBIR Component unique only to these mechanisms
  • Reminder to use the buttons in PureEdge and NOT the Browser Menu options.
  • Note the window in a window. Note the Windows scroll bars in addition to the Mac scroll bars. Note the minimize, maximize & close functions.
  • PPT

    1. 1. Office of Research & Sponsored Programs Grants.gov
    2. 2. What is Grants.gov? <ul><li>Grants.gov is the Federal government’s solution for a &quot;one stop shop&quot; for finding and applying for funding. It provides a consistent electronic submission process for all agencies. </li></ul><ul><li>Grants.gov has already or will replace federal agency-specific proposal submission systems that have grown in recent years, most notably NSF's FastLane, DOE's IIPS, and NASA's NSPIRES. </li></ul>
    3. 3. Why Now? <ul><li>Grants.gov has been in the works for several years, but many of the agencies thought it wasn’t stable enough for large submissions, so were using it on a limited basis. </li></ul><ul><li>To encourage the agencies, OMB tied the agencies’ federal appropriations to their use of Grants.gov. </li></ul><ul><li>Suddenly, it works just fine! </li></ul>
    4. 4. What We Will Cover <ul><li>Some basics </li></ul><ul><li>Macintosh user information </li></ul><ul><li>How to download the application package </li></ul><ul><li>How to work with the forms </li></ul><ul><li>How to route the forms </li></ul><ul><li>What happens after RSP submits the file to Grants.gov </li></ul>
    5. 5. Registration <ul><li>No, no! </li></ul><ul><li>The University is registered. No individual must register with Grants.gov, even though the instructions make it look that way! </li></ul><ul><li>All that is required by UW applicants is to use DUNS #161202122 on their application forms. </li></ul><ul><li>The FIND portion of Grants.gov does NOT require registration. </li></ul>
    6. 6. Features of the SF424 (R&R) (cont.) <ul><li>An “FOA” is a Funding Opportunity Announcement . This is the Grants.gov term for all requests for application (formerly RFP/RFA). </li></ul><ul><li>The SF424 (R&R) is the set of standard forms used across all agencies. This stands for Standard Form 424 (Research & Related). We usually just call it “the 424.” </li></ul><ul><li>Each of the forms is referred to as a “component.” </li></ul>A Quick Glossary
    7. 7. Features of the SF424 (R&R) (cont.) <ul><li>Agencies “construct” application packages using “components” of the 424 for each FOA. Each application package will include all of the forms required for that particular solicitation. You must use the application package that is specific to the solicitation you are responding to. </li></ul><ul><li>Read the application instructions! You’d be surprised how many different ways there are of filling out these “standard” forms. The FOA will indicate which components are required and which are optional. </li></ul>A Quick Glossary
    8. 8. Features of the SF424 (R&R) (cont.) <ul><li>SF424 (R&R) Standard Components include: </li></ul><ul><ul><li>R&R Application cover component </li></ul></ul><ul><ul><li>R&R Project/Performance Site Location (s) </li></ul></ul><ul><ul><li>R&R Other Project Information </li></ul></ul><ul><ul><li>R&R Senior/Key Person </li></ul></ul><ul><ul><li>R&R Budget </li></ul></ul><ul><ul><li>R&R Personal Data </li></ul></ul><ul><ul><li>R&R Subaward Budget Attachment Form </li></ul></ul>The SF424 (R&R)
    9. 9. How Does It Work? <ul><li>Grants.gov incorporates a specific software package called PureEdge. </li></ul><ul><li>When using the PureEdge software, you are using the downloaded software on your desktop. </li></ul><ul><li>It looks like an Internet Explorer web browser. It isn’t! </li></ul>
    10. 10. How Does It Work? The PureEdge file is rather like a manila file folder with the label already printed and a group of mandatory, blank, forms inside. When you download the correct folder from the Grant.gov web site, it is like opening the folder, filling out all the forms, and closing the folder to pass it off to the next UW office… PureEdge file Appl-Specific label/info Application-Specific Forms Some of these forms will ask you to upload/attach pdf documents (science, biosketch, etc.)
    11. 11. How Does It Work? As you work on it, this PureEdge “folder” file resides on a local computer, not at Grants.gov! It is a stand-alone file, not a database record like NSF Fastlane proposal files. Your Computer Grants.gov server PureEdge file To involve other UW staff, the file must be sent/shared in some manner from one person/office to the next.
    12. 12. So you’re a Mac User <ul><li>PureEdge does not currently run in non-Windows environments. </li></ul><ul><li>UW’s solution is the use of the Citrix client. </li></ul><ul><li>If you take away nothing else, go to the RSP website’s Mac User page at: http://www.rsp.wisc.edu/preaward/macusers.html </li></ul><ul><li>Links to the download and installation of the Citrix client - Grants.gov for Mac OS X. This is a one time need. Like putting software on your computer. Once it is on, never need to reload it, just run it. </li></ul>
    13. 13. Grants.gov and the 424 R&R <ul><li>Enough Already! </li></ul><ul><li>What Does It Look Like? </li></ul>
    14. 14. Find your application package First, you must find the funding opportunity you seek and download it onto your local drive.
    15. 15. Download the package. Download the package. You will not be able to launch immediately because you are not running the Citrix client...yet.
    16. 16. Filename <ul><li>When you download, save the file and rename: </li></ul><ul><li>PI last name_agency acronym.xfd </li></ul><ul><li>Eventually you will have more than one file with the same name. E.g, Smith_NIH. That’s ok. Just add a relevant date (040506) or keyword to maintain unique naming. </li></ul><ul><li>This naming convention will help RSP track the proposal confirmation emails. </li></ul>
    17. 17. Download and Install Citrix <ul><li>Go to http://www.rsp.wisc.edu/preaward/macusers.html . Follow the instructions and keep them handy!! They are in your packet of information as well. </li></ul><ul><li>Step #1 is a ONE TIME download step to get the needed software on your Mac. </li></ul>
    18. 18. Launch Citrix <ul><li>Launch the Start Grants.gov PureEdge icon from your desktop or pre-determined download location. Double click on the desktop file and you should see: </li></ul>Launch the Start Grants.gov PureEdge. Allow and agree to any system access questions and license agreements.
    19. 19. You’re now running PureEdge on Citrix <ul><li>You are looking at a Windows environment inside of your Mac window. </li></ul>
    20. 20. Navigate only in the Windows environment <ul><li>Find and open the PureEdge file (that you found and downloaded from the Grants.gov website) navigating ONLY through the PureEdge buttons on the top of the window. </li></ul><ul><li>Use the File-Open Button . </li></ul><ul><li>Select the Look In: drop down arrow and select “C$ on Client”. C$ is your local drive/hard drive/desktop location. You will then see your local drive’s folders. </li></ul>
    21. 21. Header Page This is the Header Page. The information about the particular solicitation will be filled in automatically.
    22. 22. Header Page Use the UW filing name convention as the Application Filing Name: PI last name_agency. Agency Instructions take precedence. Read the application instructions!
    23. 23. Header Page To view a form and begin work, select the form you want and click Open Form.
    24. 24. Open, Save and Navigate Components <ul><li>Once in a component, fill out or upload the necessary information or documents. </li></ul><ul><li>Print each component from within each component. Save from the Header Page. </li></ul>
    25. 25. All mandatory documents must be completed and moved to the Mandatory Completed Documents for Submission side. Header Page - Completed Documents
    26. 26. Saving the file <ul><li>Remember you’re saving through the Windows environment to your local drive…C$ on ‘Client’ is your local drive. </li></ul>SAVE EARLY!!! SAVE OFTEN!!!
    27. 27. Saving the File <ul><li>When you save, PureEdge will ask you if you want to overwrite. </li></ul><ul><ul><ul><ul><ul><li>You may believe that it has overwritten. But DOUBLE CHECK!!! </li></ul></ul></ul></ul></ul><ul><li>Check the location (e.g. Desktop or Network Folder) you THOUGHT you saved in to make sure that you don’t have duplicate versions. </li></ul><ul><li>You may end up with: </li></ul><ul><li>The ~version is the most recent. Delete the old and rename the ~version to PI_AGENCY.xfd </li></ul>
    28. 28. When You are Done, Finished, That’s It: <ul><li>You will upload the completed file to a secure server. An email is sent to your dean’s office telling them that it is there. Route a t-form and hard-copy as usual. </li></ul><ul><li>The dean’s office checks your proposal. When they are happy with it, they notify RSP, who downloads the application to an RSP server. </li></ul><ul><li>RSP submits when the t-form is received. </li></ul>
    29. 29. Upload your proposal Fill in the information and attach your completed PureEdge application.
    30. 30. You remember this part…. The PureEdge file is like a manila file folder with the label already printed and a group of mandatory, blank, forms inside. The PI’s job is to download the correct folder from Grants.gov, open and fill out all the forms, close the folder and pass it off to the next UW office… PureEdge file Appl-Specific label/info Application-Specific Forms Some of these forms will ask you to upload/attach pdf documents (science, biosketch, etc.)
    31. 31. So, if….. PureEdge file = Routing
    32. 32. For a busy deadline . . . Principal Investigators Departmental Administrator For a busy deadline…
    33. 33. And then . . . And Then… Departmental Administrators to Dean’s Offices
    34. 34. and then . . . And then… All the Deans’ offices on campus…
    36. 36. <ul><li>RSP receives at least four e-mails regarding each submission: </li></ul><ul><ul><li>First confirms receipt by Grants.gov. </li></ul></ul><ul><ul><li>Second confirms validation by Grants.gov. </li></ul></ul><ul><ul><li>Third confirms receipt by Sponsor. </li></ul></ul><ul><ul><li>Subsequent emails from Sponsor regarding tracking through the Sponsor’s system (e.g. NIH Commons, DOE IIPS) or contact information. </li></ul></ul>This is Why We Need a Naming Convention
    37. 37. Then What? <ul><li>Stick around! Grants.gov may validate the receipt of a proposal only to have the agency business rules reject it because of errors. RSP needs to be able to find you. </li></ul><ul><li>How can you tell when all is well? </li></ul><ul><ul><li>Check PALS by using the Search function for the PI name. </li></ul></ul><ul><ul><li>Please do not call RSP and ask! </li></ul></ul>
    38. 38. Quick Tips <ul><li>Remember with Citrix, you’re working through an emulator but still only saving locally. </li></ul><ul><li>START EARLY! Not new data, just new forms, so you’ll get through it, only slower. Route your completed proposal several days in advance. </li></ul><ul><li>When naming PureEdge files, follow the UW naming convention (PI LAST_AGENCY.xfd). </li></ul><ul><li>When naming attachments and uploads, don’t use spaces, hyphens, special characters, or long file names. </li></ul>
    39. 39. <ul><li>Be sure and read both the agency solicitation AND the Grants.gov instructions. We have seen numerous mismatches. </li></ul><ul><li>PureEdge is only a file, not a website. You need to save the file to your local drive BEFORE you begin entering info in the file. </li></ul><ul><li>Complete the 424 (R&R) first. It populates other components. </li></ul><ul><li>The file does not automatically save. You must click on to save the data entered. </li></ul>Quick Tips
    40. 40. Need Help? <ul><li>Your dean’s office can help you. Call or email there first! </li></ul><ul><li>RSP can help you. </li></ul><ul><ul><li>Email: [email_address] </li></ul></ul><ul><ul><li>Call: 262-3822 and tell the receptionist that you need grants.gov help. </li></ul></ul>
    41. 41. You Haven’t Had Enough Yet? A Quick Look at the SF424 R&R Components A copy of the most frequently used components are in your packets
    42. 42. SF424 (R&R) Cover Component Page 1
    43. 43. SF424 (R&R) Cover Component Page 2
    44. 44. Project/Performance Site Locations
    45. 45. Other Project Information <ul><li>Includes information on involvement of Human Subjects, Vertebrate Animals, Environmental Impact, Foreign Involvement </li></ul><ul><li>Includes separate PDF attachments for </li></ul><ul><ul><li>Project Summary/Abstract </li></ul></ul><ul><ul><li>Project Narrative </li></ul></ul><ul><ul><ul><li>Separate component developed for Research Plan </li></ul></ul></ul><ul><ul><li>Bibliography & References </li></ul></ul><ul><ul><li>Facilities & Other Resources </li></ul></ul><ul><ul><li>Equipment resources </li></ul></ul>
    46. 46. Other Project Information
    47. 47. Senior/Key Personnel <ul><li>Captures personal profile information on the PD/PI, Key Personnel, and Other Significant Contributors </li></ul><ul><li>Captures structured data for 8 individuals (PI and 7 others) </li></ul><ul><ul><li>More than 8 - information is provided in an attachment ( not structured data, just text ) </li></ul></ul><ul><li>Biosketch is attached for each person </li></ul><ul><ul><li>Same data requirements exist; however, page limits slightly change to just 4 pages </li></ul></ul><ul><ul><li>Eliminating the 2 page limit for subsections </li></ul></ul>
    48. 48. Senior/Key Person Profile NIH requires Commons ID here!
    49. 49. Budget Sections A & B <ul><li>Personnel separated into 2 sections </li></ul><ul><li>Senior/Key Person </li></ul><ul><ul><li>Allows 8 as named individuals & structured data </li></ul></ul><ul><ul><li>> 8 information is provided in an attachment ( not structured data, just text ) </li></ul></ul><ul><li>Other Personnel </li></ul><ul><ul><li>Postdocs, Grad Students, Undergrads: captures # only </li></ul></ul><ul><li>Some Agencies have had to make a business process change from percent effort to person months </li></ul>
    50. 50. Budget Sections A&B
    51. 51. Budget Sections C - E <ul><li>C. Equipment </li></ul><ul><ul><li>Allows itemization of up to 10 </li></ul></ul><ul><ul><ul><li>More than 10 total dollars are inserted in line 11; however, the details are provided in an attachment </li></ul></ul></ul><ul><li>D. Travel </li></ul><ul><ul><li>R&R separates out Domestic & Foreign </li></ul></ul><ul><ul><li>This will not change any NIH policy/practice. We will continue to award as a single category </li></ul></ul><ul><li>E. Participant/Trainee Support Costs </li></ul><ul><ul><li>Will not be used by NIH unless specifically noted in an announcement </li></ul></ul><ul><ul><li>Tuition Remission will continue to included in section F. Other Direct Costs </li></ul></ul>
    52. 52. Budget Sections C-E
    53. 53. Budget Sections F - K <ul><li>F. Other Direct Costs </li></ul><ul><ul><li>Itemizes Supplies, Publication Costs, Consultants, ADP/Computer Services, Consortium Costs, Equipment or Facility Rental/User Fees, Alterations & Renovations </li></ul></ul><ul><ul><li>Have included agency-specific instructions to use this section to also account for patient care costs & tuition remission </li></ul></ul><ul><li>G. Total Direct Costs (A – F) </li></ul><ul><li>H. Indirect Costs </li></ul><ul><li>I. Total Costs </li></ul><ul><li>J. Fee </li></ul><ul><li>K. Budget Justification—a PDF text attachment </li></ul>
    54. 54. Budget Sections F-K
    55. 55. Budget General Notes <ul><li>Applicant prepares a detailed budget for every budget period </li></ul><ul><li>There is no summary budget page </li></ul><ul><li>A detailed Cumulative budget is system-generated after upload to Grants.gov </li></ul>
    56. 56. Subaward Budget Attachment Form <ul><li>Used for detailed budget from any consortium grantee </li></ul><ul><li>Allows up to 10 separate budget attachments—one for each consortium grantee </li></ul><ul><li>Applicant sends the R&R budget component to the consortium grantee for completion; it is returned to the applicant; applicant attaches it in this component </li></ul><ul><li>Applicant still needs to include the total costs for all consortiums in their own detailed budget, Section F.5 </li></ul>
    57. 57. Subaward Budget Attachment Form
    58. 58. Need Help? <ul><li>Your dean’s office can help you. Call or email there first! </li></ul><ul><li>RSP can help you. </li></ul><ul><ul><li>Email: [email_address] </li></ul></ul><ul><ul><li>Call: 262-3822 and tell them you need grants.gov help. </li></ul></ul>
    59. 59. Office of Research & Sponsored Programs Grants.gov