Creating a Funding Proposal Video (opens in a new tab)
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.
*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.
*Principal Investigator: Enter or search for the PI’s name.
*Select the Direct Sponsor: Use % for wildcard search i.e., % e.g. US DHHS, PROGRAM SUPPORT CENTER% to search for the sponsor. 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 Cost share.
* 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: Choose a start date
📘 Personnel
Program director / Principal investigator / Project lead / Fellow: This field contains the name chosen on the previous page. If needed, attach a Biosketch. 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. This individual will be conducting research and is considered an Investigator for Financial Conflict of Interest (FCOI) Disclosures purposes.
Add non-institutional key personnel who are considered Senior/Key Persons for the project. If System to System, add non-WVU key personnel such as key personnel for subawards.
Administrative Personnel: Enter the administrative contact and select team members that have edit rights. The persons selected can both view and edit the funding proposal. You may enter any additional contacts who can view the funding proposal but cannot edit it.
📘 Submission Information
To retrieve a specific Federal opportunity on the Submission Information page, under Type a package ID, opportunity ID or CFDA number, type values in one or more of the four search criteria fields, and click Find.
Grants.gov returns matching opportunities, their requirements, and forms (if supported by WRAP SF424).
A search value in the Competition ID field can only be used in combination with search criteria entered in the other fields.
To replace the currently attached forms with any supported updates, click Refresh Form Support.
Select the desired opportunity from the returned matches.
Continue to the Funding Opportunity Announcement page. If it reports:
All required forms are supported, but an error message indicates otherwise, return to the Submission Information page and click the Refresh Form Support button. If a confirmation prompt appears, click OK.
Any required forms are not supported, contact your administrator.
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.
📘 Budget Periods and Key Dates
*Application submission deadline: Enter the sponsor’s deadline date. If the sponsor does not have a formal deadline date, enter a target date. The internal submission deadline (which precedes the Sponsor’s deadline) appears on the Funding Proposal workspace.
Date response expected from sponsor.
Date project starts: This date is automatically populated based on the information provided in the General Proposal Information form.
Date project ends: This field is populated automatically according to the number of budget periods specified. Add or remove budget periods and/or modify budget period durations to modify the end date.
Project length (years): This will depend on the number of budget periods used.
Effort metric: Months are the default value; however, percentage can be updated. This property establishes whether the salary details included in the Project Budget will be calculated based on Months or percentage.
Effort metric is the unit used to enter effort and salary requested values in the budget: either months or percentage. The Effort metric question lets you override the system's default effort metric, or toggle the effort metric later in proposal development if necessary.
To differentiate academic and summer months in the budget, the Effort metric must be months.
*Modular budget: Enter Yes or No
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
Answer the compliance review questions carefully to ensure your proposal meets all necessary compliance requirements.
📘 Additional Proposal Information
* Applicant institution (change to WVU if applicable): 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.
Grant Mechanism: Select the grant mechanism. Proposal types (NIH has activity codes like R21, etc.) each have their own guidance and budget limitations.
Will any of the WVU Research Core services be used for the research?. You may select any of the WVU Research Core services be used for the research if any.
Collaboration Contribution: The project's key personnel will be automatically included in the Collaboration Contribution section. Additionally, you can manually add other project members and specify their contribution percentages
📘 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.
Click Validate on the upper left side to verify that all required questions in this proposal are complete. Correct any errors or omissions, and refresh the error report.
When no errors are reported, Finish.
When you finish a proposal, the system automatically creates an empty budget for it. Complete the budget per your department’s requirements.
Changing budget period duration by editing the start date or editing period intervals may produce changes in budget totals. This is because budget period duration is a variable in calculated salary totals when the effort metric is percentage. It is also a variable in the calculation of inflation for all cost types.