| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
| Table of Contents | ||
|---|---|---|
|
...
If you are a PI, study staff member, or grants specialist, you can create funding proposals in the system. This topic shows how to create a funding proposal and check it for errors and omissions.
From the Dashboard, click the Create menu and then select Create Funding Proposal.
Fill out each page of the funding proposal and click Continue. Required fields are marked with a red asterisk. *
📘 General Proposal Information
Type of Application: The default type for new proposals is “New”. Select either "Yes" or "No" to indicate if the award is being transferred from another institution.
*Short Title: Enter a descriptive name for the project (50-character maximum). You can use the sponsor's short title or any other name. (To avoid confusion, use unique titles.) The short title identifies the project throughout Grants, such as in project listings and workspaces. For example: Give an Example
*Long Title: Enter the full title of this project. If this will be an SF424 application, the long title will be mapped to the appropriate blanks in the SF424 forms. 255 character maximum length.
*Program director / Principal Investigator / Project lead / Fellow: Enter or search for the PI’s name.
*Select the Direct Sponsor: Enter the sponsor’s name. If you do not find the sponsor in this list, select TBD from the list and enter the name in the next line.
Instrument type: Select the appropriate instrument for the proposal (Grant, Contract, Cooperative Agreement or Subaward.
* Primary purpose of this project: Select the primary purpose of the project. If Research, fill in the type e.g. Basic, Clinical, Translational or Other.
* Expected start date: Provide details on WVU/agencies expectations
📘 Personnel
Program director / Principal investigator / Project lead / Fellow: This field contains the name chosen on the previous page. If needed, attach a Biosketch under Question 1b. Upload an Other Support documentation only if mandated by the funding opportunity.
*Responsible department / division / institute: Please specify the department or program responsible for handling the proposal or award. By default, it will be the department of the Principal Investigator (PI), but you might need to change it if necessary. The organization selected here gets mapped to the SF424.
Project personnel: Add other institutional key, non-key or other significant contributor personnel and add non-institutional key personnel who are considered Senior/Key Persons for the project.
Administrative Personnel: Enter the administrative contact in Question 4a. In 4b select team members that have edit rights. The persons selected can both view and edit the funding proposal. You may enter any additional contacts in 4b who can view the funding proposal but cannot edit it.
...
Continue to the Budget Periods and Key Dates page and supply the required information.
📘 Funding Opportunity Announcement
This page lists the required and optional SF424 Forms, as well as the identifying opportunity information from the previous page, and indicates whether or not the forms are supported by the system. Instructions for the funding opportunity are available at the URL provided under Question 8.
📘 Budget Periods and Key Dates
...
*Modular budget: Enter Yes or No (check with Rosemary if Modular Budget applies at WVU)
Budget periods: Add, remove, and update the budget period duration as needed. On this page, you can add, remove, and update budget periods. To define periods that include partial months, check Use Advanced Editing, and specify the end dates, as in the example below. In such cases, the system calculates a decimal value for period duration by dividing the number of days in the partial month by 30.
...
📘 Compliance Review
Check Yes or No to questions 1-6 and 10-13 based on whether they apply to this project. If you answer Yes, you may need to provide further information. Check all of the checkboxes that apply to this project for questions 7–9.
...
📘 Additional Proposal Information
* Applicant institution: The applicant institution selected populates the applicant institution field on the SF424. You may select additional project or performance locations.
Will there be program income? Check yes or no.
Select resources required for this proposal. You may select resources required for this proposal.
📘 Completion Instructions
After completing all required fields and any optional fields you choose on the proposal pages, follow the completion instructions on the last page, and then click Finish.
...