proposal training proposal basics, tips & tricks june 29, 2009
TRANSCRIPT
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Proposal TrainingProposal TrainingProposal Basics, Tips & TricksJune 29, 2009
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Proposal BasicsProposal Basics
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Proposal TypesProposal Types
NewRenewalContinuationRevisionResubmissionPreliminary
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Common Pre-Award Common Pre-Award TermsTermsFacilities & Administrative Costs
(F&A)Indirect Costs (IDC)Direct CostsRequest for Proposal (RFP)Program Announcement (PA)Solicitation
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Required Internal Required Internal DocumentsDocumentsProposal Submission Form (PSF)
◦Sponsor vs. Prime Sponsor◦Notice of Opportunity◦Funding Opportunity Number◦Credit Split◦Yes/No Questions◦Special Review◦Others Tab
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Required Internal Required Internal DocumentsDocumentsPSFAcademic ApprovalsCoeus budget pagesForm 32 (if applicable)Authorization from
subcontractors (if applicable)Final technical documents
submitted to sponsor
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Special Items of InterestSpecial Items of InterestNon-faculty PICost Share CommitmentsSubcontractors and/or ConsultantsInternational SponsorsForeign TravelConflict of InterestSubcontracting PlansF&A waiversProposal Notifications
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Person MonthsPerson MonthsHow 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)
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Grad Fee Remits & Grad Fee Remits & InsuranceInsuranceWhere to place costs within
sponsor budgetFee remissions are NOT the
equivalent of tuitionRemits & Insurance for partial
grad effort
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Questions on the basics?Questions on the basics?
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FASTLANEFASTLANE
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FastLane Tips & TricksFastLane Tips & TricksProposal ID & PINReleasing to SROBudgeting correctly within
FastlaneAdding Co-PIsAdding Senior PersonnelBiosketch Current & PendingNSF person month rule
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Grants.govGrants.gov
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Getting StartedGetting Startedwww.grants.govFinding the Adobe packageVersion ControlDownloading an expired packageCompleting the Adobe packageUniversity Information:
http://www.purdue.edu/sps/proposals/universityinfo.html
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Grants.gov Tips & TricksGrants.gov Tips & TricksCorrect version of AdobeAttachments – pdf unless
otherwise stated in the guidelinesNaming convention of
attachmentsSave oftenDeciding which budget to use
(NIH only)Emailing to Pre-Award
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Top 5 Errors – Grants.govTop 5 Errors – Grants.govMissing
Attachments/Attachments not in correct format.
Invalid/Inconsistent/Missing DataApplication business
requirements not metBudget miscalculationse-RA Commons user profile errors
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Additional Tips & TricksAdditional Tips & TricksCoeus Tips & Tricks:
http://www.purdue.edu/coeus/guide/modules/propdev/tips/
[email protected] Types:
http://www.purdue.edu/coeus/guide/modules/propdev/coredata/main/proposaltypes.html
Utilize your Pre-Award staff. We are here to support YOU!
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Questions?Questions?