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Proposal Training Proposal Basics, Tips & Tricks June 29, 2009
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
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
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
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
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: http://www.purdue.edu/coeus/guide/modules/propdev/tips/ • email@example.com • Proposal Types: http://www.purdue.edu/coeus/guide/modules/propdev/coredata/main/proposaltypes.html • Utilize your Pre-Award staff. We are here to support YOU!