how to make grants and fastlane work for you!

37
KEYS TO SUCCESS NCURA Region IV Spring Meeting April 27 – 30, 2014 © 2014 National Council of University Research Administrators How to Make Grants.gov and FastLane Work for You! National Council of University Research Administrators

Upload: levi

Post on 06-Feb-2016

29 views

Category:

Documents


0 download

DESCRIPTION

National Council of University Research Administrators. How to Make Grants.gov and FastLane Work for You!. Tamara Kuhn Martin Research Administrator University of Wisconsin – Madison College of Engineering Research Services Office Jennifer Rodis Interim Policy & Planning Analyst - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: How to  Make Grants and  FastLane  Work for You!

KEYS TO SUCCESSNCURA Region IV

Spring MeetingApril 27 – 30, 2014

© 2014 National Council of University Research Administrators

How to Make Grants.gov and

FastLane Work for You!

National Council of University Research Administrators

Page 2: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

Tamara Kuhn Martin Research Administrator

University of Wisconsin – MadisonCollege of Engineering Research Services Office

Jennifer RodisInterim Policy & Planning Analyst

University of Wisconsin – MadisonOffice of Research & Sponsored Programs

Page 3: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• What do you want to know….Ask Us!• Systems Overview• Proposal Guides • Application Packages• Did we answer your question?

Today’s Agenda

Page 4: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• What is your Role & Expertise?• What do you want take away from this

session today?• What situations using either Grants.gov or

FastLane have gotten you stuck?• Do you use a System to System for

Proposal Submissions?

What do you want to know….Ask Us!

Page 5: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• What do you want to know….Ask Us!

• Systems Overview• Proposal Guides • Application Packages• Did we answer your question?

Today’s Agenda

Page 6: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• Grants.gov was created to provide a single website for all federal grant opportunities.

• One stop shop that will allow you to review funding opportunities, download application packages and submit electronically.

• Can search by agency, category of activity to be funded, Catalog of Federal Domestic Assistance number, and other parameters.

• Can sign up for email notification of newly posted opportunities based on parameters it provides.

What is Grants.gov

Page 7: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• Standardizes and makes grant application processing easier

• Don’t need internet access to work on application once it is downloaded

• Makes it easier to find grant opportunities.• No individual registration is required. Institution based

(one time) registration.

Benefits of Grants.gov

Page 8: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• Search for Funding Opportunities

• Download Application Packages

• Submit complete Application

Grants.gov Homepage

Page 9: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

FastLane is the National Science Foundation’s (NSF) online website through which they conduct their relationship with researchers and potential researchers, reviewers, and research administrators and their respective organizations.

More than 250,000 people use FastLane each yearMost work in FastLane is carried out in modules

Source – FastLane Help System Introduction to Fastlane Help Documentation

What is FastLane?

Page 10: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

Page 11: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• Principal Investigator (PI) The individual designated by an institution and approved by NSF who will be responsible for the scientific or technical direction of the project.

• Co-Principal Investigator (Co-PI) Other individual(s) designated by the institution and approved by NSF who will be responsible for the scientific or technical direction of the project.

• Other Authorized User (OAU) An individual who is not a PI or Co-PI but is authorized to help prepare a budget, revise a submitted budget, perform a proposal file update, or a project report. The OAU must have the proposal PIN and ID number to access Proposals, Awards, and Status.

• Sponsored Project Office (SPO) The individual or group at your organization responsible for management of FastLane functions

Roles in FastLane

Page 12: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• A FastLane account is need to work on a proposal in FastLane• The SPO at your institution can create the account for you• Password should be at least 6 characters, but no more

than 20 – at least 1 alphabetic and 1 numeric character• FastLane password expires after 120 calendar days• You cannot use your last three passwords• If you forget your password, you can reset it using

FastLane's Reset Password Tool (https://www.fastlane.nsf.gov/Admin/PIPasswordLogin.html).

Access & Password Requirements

Page 13: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• What do you want to know….Ask Us!• Systems Overview

• Proposal Guides • Application Packages• Did we answer your question?

Today’s Agenda

Page 14: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

The National Science

Foundation Proposal and

Award Policies and Procedures

Guide – NSF 14-1 Effective Date: Feb. 24th,

2014

Proposal Guides & Agency Specific Guides

Page 15: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• Current version is effective for proposals submitted or due on or after February 24th, 2014 http://www.nsf.gov/publications/pub_summ.jsp?ods_key=gpg

• NSF GPG has 5 Chapters• Pre-Submission Information• Proposal Preparation Instructions• NSF Proposal Processing and Review• Non-Award Decisions and Transactions• Renewal Proposals

NSF GPG

Page 16: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

Grants.gov – Applicant User Guide Version 1.2 January 15, 2014

Page 17: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• Registering with Grant.gov• Find Grant Opportunities• Download Application Packages• Applying & Completing an Application• Tracking an Application

Grants.gov Guide

Page 18: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• Provides requirements that may be specific to the federal agency and/or that specific program that would not be included in the Proposal Guide.

• Sign up for email updates

Program Announcement/Funding Opportunity Announcements/Agency

specific Grants.gov Guide

Page 19: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• What do you want to know….Ask Us!• Systems Overview• Proposal Guides

• Application Packages• Did we answer your question?

Today’s Agenda

Page 20: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• Download Application Package - Adobe Reader Grants.gov Application Package

Page 21: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• Forms– Standard Forms – Agency Specific Forms – Mandatory &

Optional Forms– Attachments

• Buttons at the top allow you to: – Save– Check Package for

Errors– Print your application– Save the application

Grants.gov Application Package

Page 22: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• Fields in Yellow are mandatory – need to be filled in to submit

• Attachments – Upload as

attachments– Keep file names short– Check instructions

for file type

Page 23: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

Track you application status by entering Grants.gov number

Status Info– Received– Validated or Rejected– Retrieved by Agency

Tracking the Application

Page 24: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• Submit Early• Read and follow all instructions provided by the

agency• Limit Application File Size/File Name Characters

(50 or less)• Avoid Special Characters in File Names ($,

%,&,*, etc.)• Make sure your Adobe Reader is compatible• FAQs on website

Grants.gov Tips & Best Practices

Page 25: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• PI needs to initiate the proposal in Fastlane

• Log in as Other Authorized User (OAU)– OAU’s NSF ID &

Password– Proposal ID– Proposal PIN

NSF Proposal Application

Page 26: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

Proposal module has 11 sections• Cover Sheet• Project Summary• Table of Contents• Project Description• References Cited• Biographical Sketch(es)• Budget• Current and Pending Support• Facilities, Equipment, and Other

Resources• Special Information and

Supplementary Documentation• Appendices

Page 27: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• FastLane does not automatically number pages – do this by each section

• Arial 10, Courier News, or Palatino Linotype at a font size of 10 or larger

• Times New Roman & Computer Modern Family at a font size 11 or larger

• Margins in all directions must be at least one inch• Avoid using a two-column format

Page 28: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

Cover Sheet is created in FastLane and there are four major parts.

• Awardee and Performing/Research Organization• Program Announcement/Solicitation/Description Number• NSF Unit of Consideration• Remainder of the Cover Sheet

Table of ContentsA ToC is automatically generated for the proposal by FastLane and cannot be edited.

Page 29: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014Project Summary

– A Project Summary is required.• Overview – description of activity that would result from funding and objectives and

methods• Intellectual merit – description of potential of activity to advance knowledge• Broader Impact – potential of activity to benefit society and contribute to specific societal

outcomes

Project Description– Content – work plans & methods– Page Limitation – 15 pages max (unless PA says otherwise)– Results from Prior NSF Support – any support in the past 5 years. If multiple awards only

need to report the one that is most related• Award number, amount and period of support• Title of project• Summary of results to include two distinct headings: Intellectual Merit and Broader

Impact• Publication resulting from the award• Evidence of research products and their availability• If for renewed support, a description of relation to completed work

References Cited

If none, upload a page that states “Not Applicable”

Page 30: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

Biographical Sketches - Page limit 2 pages per individual– Professional Prep – education in chronological order– Appointments – in reverse chronological order– Products/Publication – up to 5 related and 5 other related

or not.– Synergistic Activities– up to 5 examples– Collaborators and Co-Editors – alphabetical, co-authors in

prior 48 months, co-editors in prior 24 months– Graduate Advisors and Post Doc Sponsors – those who

have advised the person whose bio-sketch this is– Thesis Advisor and Postgraduate-Scholar Sponsor – those

who were advised including total number

Page 31: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

Budget – GPG provides lengthy details on budget requirements

Budget Justification– 3 page limit– Justify only those costs included in the budget

Page 32: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

Current and Pending Support – Include all support, including this proposal– Can use fillable form or upload a separate doc

Facilities, Equipment, and Other Resources – Narrative, no quantifiable financial information

Special Information and Supplementary Documentation– Post Doc Researcher Mentoring Plan

• 1 page max• If collaborative, only the lead submits

– Data Management Plan• 2 page max• If multi-university – only the lead submits

Page 33: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• Allow SRO access to view, edit and submit allows your Sponsored Projects access to the proposal for review and submission.

How to get it submitted?

Page 34: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

Single Institution vs. Collaborative Proposals – Single Institution – one proposal is submitted

can have sub awards– Collaborative Proposals - A proposal is

submitted by each institution – one is designated as lead

NSF Auto Compliance Checklist– Missing items will cause an error in the

proposal submission

NSF Tips & Best Practices

Page 35: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• Submit Early • If using Grants.gov to submit NSF, remember

all updates & revised budgets are done in FastaLane

• No Voluntary Cost Share

NSF Tips & Best Practices cont’d

Page 36: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

• What do you want to know….Ask Us!• Systems Overview• Proposal Guides • Application Packages

• Did we answer all of your questions?

Today’s Agenda

Page 37: How to  Make Grants and  FastLane  Work for You!

NCURA Region IV Spring MeetingApril 27 – 30, 2014

Thank you for attending our session today. Enjoy the rest of the conference!!!

Our contact Info:Tamara Kuhn Martin [email protected]

Jennifer [email protected]