Create a Funding Proposal

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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.

1. From the Dashboard, click the Create menu and then select Create Funding Proposal.

2. Fill out each page of the funding proposal and click Continue. Required fields are marked with a red asterisk. *

General Proposal Information

1. 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.

2. *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.

3. *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.

4. *Principal Investigator: Enter or search for the PI’s name.

5. *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.

6. Instrument type: Select the appropriate instrument for the proposal (Grant, Contract, Cooperative Agreement or Cost share.

7. * 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.

8. * Expected start date: Choose a start date

Personnel

1. 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.

2. *Responsible department: 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.

3. Project personnel:

   1. 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.

   2. 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.
      
      

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4. 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

The submission information page requests different information based on whether the direct sponsor of the proposal is:

• Non-federal,

• Proposal With A Direct And Prime Sponsor (Flow-Through)

• Federal Direct Sponsor

  • System-to-System or non-System-to-System 

Non-Federal Proposal 

This SmartForm page appears when a WVU PI is submitting a non-federal proposal, including internal submissions.

1. Submission Type: Defaults based on sponsor information

2. Direct Sponsor: Defaults based on sponsor entered in General Proposal Information.

3. General Submission Documents: Drag and drop attachments on top of the Add Button or click the Add Button to upload submission documents, e.g. the Narrative or SOW and the RFP. If using the dual submission process, please see Appendix B for more information about what to upload where and when.

4. Opportunity ID: Enter the Opportunity ID (mandatory). If this opportunity does not have an opportunity ID, enter the notice date of the funding call in the Opportunity box.

5. Opportunity Title: Enter the Opportunity Title (mandatory). If this opportunity does not have a title, enter n/a in the Opportunity Title box.

 Proposal With A Direct And Prime Sponsor (Flow-Through)

1. Submission Type: Defaults to Pass-through/Subcontract/Subaward when both a Direct and Prime sponsor are listed on the General Proposal Information page

2. Direct Sponsor: Defaults based on sponsor entered on the General Proposal Information page.

3. Prime Sponsor: Defaults based on prime sponsor entered on the General Proposal Information page.

4. Direct Sponsor Contact: List the direct sponsor contact information, if available.

5. CFDA number provided by direct sponsor: List the CFDA number, if available.

6. Grant award number provided by the direct sponsor: List the award number, if available.

7. General Submission Documents: Drag and drop attachments on top of the Add Button or click the Add Button to upload submission documents. If using the dual submission process, please see Appendix B for more information about what to upload where and when.

8. Opportunity ID: Enter the Opportunity ID (mandatory). If this opportunity does not have an opportunity ID, enter the notice date of the funding call in the Opportunity box.

9. Opportunity Title: Enter the Opportunity Title (mandatory). If this opportunity does not have a title, enter n/a in the Opportunity Title box.

 Federal Direct Sponsor

Principle investigators can submit many federal opportunities, e.g., NIH, DOD, and DOE, directly from WRAP to grants.gov via a process called System-to-System. The use of System-to-System is not mandatory. For System-to-System submissions, principal investigators create a funding proposal in WRAP using the following steps and also create an SF424 for submission in WRAP, instead of in the grants.gov system. The direct sponsor is not federal

 For federal proposals, the Submission Information page is where you will determine if the application is being submitted system-to-system or not. For System-to-System submissions, you will create the SF424 later in the process. The information entered into the various SmartForms will automatically map to the corresponding fields in the SF424 forms. Once the SF424 is created, you will use the WRAP system to validate the data, ensuring accuracy and preventing errors before submission.

1. Submission Type: Defaults based on sponsor information

2. Direct Sponsor: Defaults based on sponsor entered in General Proposal Information.

3. Will this application be submitted system-to-system? Defaults as Yes. Select yes or no.

Option 1: If the direct sponsor is Federal and not being submitted system-to-system.

• Will this application be submitted system-to-system? Select No

• Package ID, Opportunity ID, or CFDA: Search for the funding opportunity in 4 using the Opportunity ID or type directly to 4b. Opportunity ID (4b) and Opportunity Title (4c)

• Add any general submission documents: Drag and drop attachments on top of the Add Button or click the Add Button to upload submission documents.

Option 2: The direct sponsor is Federal and is being submitted system-to-system.

• Will this application be submitted system-to-system? Select Yes

• 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 button to search for the Funding Opportunity. Opportunity ID is the most common way to search. When you locate the opportunity, select the radio button next to the Package Id to select it.

Grants.gov returns matching opportunities, their requirements, and forms (if supported by WRAP SF424).

1. To replace the currently attached forms with any supported updates, click Refresh Form Support.

2. Select the desired opportunity from the returned matches.

3. 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

1. *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.

2. Date response expected from sponsor.

3. Date project starts: This date is automatically populated based on the information provided in the General Proposal Information form.

4. 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.

   1. Project length (years): This will depend on the number of budget periods used.

   2. 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.
      
      

1. *Modular budget: Enter Yes or No

2. 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

1. * 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.

2. Will there be program income? Check yes or no.

3. Grant Mechanism: Select the grant mechanism. Proposal types (NIH has activity codes like R21, etc.) each have their own guidance and budget limitations.

4. 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.

5. 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.