Life Sciences’ Manfred Auer and group Gain the tools to get started, apply, and submit proposals through Grants. Gov. Learn to successfully submit Grants.gov proposals and the pitfalls to avoid. Co-Sponsored by the Sponsored Projects Office & the Berkeley Lab Institute Are You Ready for Grants.gov
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Life Sciences’ Manfred Auer and group Gain the tools to get started, apply, and submit proposals through Grants. Gov. Learn to successfully submit Grants.gov.
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Life Sciences’ Manfred Auer and group
Gain the tools to get started, apply, and submit proposals through Grants. Gov.
Learn to successfully submit Grants.gov proposals and the pitfalls to avoid.
Co-Sponsored by the Sponsored Projects Office & the Berkeley Lab Institute
Are You Ready for Grants.gov
Life Sciences’ Manfred Auer and group
Are You Ready for Grants.gov
Presenters:
Jeff Weiner, SPO MangerPhyllis Gale, Contracts ManagerSponsored Projects Office
OverviewWhat is Grants.gov?• A Federal portal that allows users to electronically
find, apply for, and manage Federal Grant Opportunities – a common Store Front
• Grants.gov is THE single access point for over 1000 grant programs offered by 26 Federal Granting Agencies.
• It is part of the President’s Management Agenda and E-Government Initiatives.– Further mandates are found in P.L. 106-107
• Grants.gov can be accessed via www.grants.gov
Overview
When do I have to use Grants.gov?• Depends on the agency and program
requirements.– Some sponsors have already moved to
grants.gov (e.g. NEH);– Some are currently in transition (e.g. NIH); and– Some have not yet to begin the transition (e.g.
NSF)
• All agencies must transition by 10/1/2007
Overview
What does Grants.gov mean to LBNL?
• Primary area is NIH Grants (approximately 100 proposals each year)
• Grants.gov does not replace the Federal Procurement Actions such as Broad Agency Announcements, etc.
• SPO uncertain about overall impact with Federal Interagency Agreements (IAG)
Overview
What does Grants.gov mean to the LBNL PI?
• New forms and process for proposal development and submission.
– All proposals must be in response to a specific Grant Opportunity.
– All Application Packages must be downloaded through the Grant Opportunity. (No reuse of forms!)
– All proposals must be developed in the Grants.gov Application Package in PureEdge Viewer.
– SPO submits the completed proposal through Grants.gov
Overview
• What does Grants.gov mean to the LBNL PI? (cont.)
– All proposals will be validated by Grants.gov prior to being accepted as submitted.
– Proposals will not be considered submitted until all the validation errors are fixed and an error-free proposal is accepted by Grants.gov prior to the published deadline of the Opportunity.
Start Early
• LBNL is registered in Grants.gov. No further registration is required
• Software Requirements– Web Browser: Internet Explorer 6.0 and above
is recommended– Grants.gov Application Form Packages can
only be viewed by the PureEdge Viewer software downloaded from Grants.gov
• It is Windows based with a MAC solution
Start Early
• Software Requirements (cont.)– LBNL has a solution for PC emulation for
PureEdge on MACs• Call the LBNL HELP DESK (x4357) and ask for Nat
Stoddard or Bill Ou
– PDF generation software• Many Agencies require attachments be in PDF format
(e.g. NIH)
• Grants.gov Training Resources
Start Early• One time setup of the PureEdge Viewer software
– Download PureEdge Viewer from Grants.gov
Click here for the PureEdge Viewer Download page.
Start Early
• Download PureEdge Viewer following the step by step instructions on Grants.gov.
If you have problems with the Download, please contact the Grants.gov Help Desk:
http://www.grants.gov/Contactus/contactus.jsp
FIND• What is a Grant Opportunity?
– A publicly available document by which a Federal agency makes known its intentions to award discretionary grants or cooperative agreements.
• Grant Opportunity announcements may be known as program announcements, notices of funding availability, solicitations, or other names depending on the agency and type of program.
– All Federal Agency solicitations, are required to be on Grants.gov and available through the Find functionality as Grant Opportunities.
FIND
• You may search for Opportunities several ways– Basic, Category, Agency, and Advance– You can also sign up for Email Alerts
On the left, click on “For Applicants” and then on “Find Grants Opportunities:
FIND
• The “Basic” Find functionality uses Keyword, Grant Opportunity Number, or CDFA Number.
When you search on Keyword, you may be brought to a list of Opportunities. A Grant Opportunity number will take you directly to the Opportunity.
FIND• For Example, we searched on Grant Opportunity
No., PA-06-282• From Search Results you click on the Opportunity
to access the Grant Opportunity Application Page
Click on the Opportunity Title and the Grant Opportunity Application Page will appear with the Synopsis, Announcement, and How to Apply
FIND
• Grant Opportunity Application Page provides a summary of the Application Package
FIND
• On the Application Page you can access the Application Package by clicking on How to Apply
FIND
• Download the Application Instructions and Application by clicking on “download”.
FIND• Double check if you have the correct Opportunity• It is highly recommended that you enter your Email address
in the “yellow” field so you can subscribe to the updates.• Download the Instructions and Save to your hard drive• Download the Application Package and Save it to your hard
drive
Enter Email address here
Download Application Instructions and Package from here
APPLY
• Getting Ready– Before beginning the Application Package, Read
the Application Instructions very carefully and follow them.
• If you have programmatic questions about the instructions, please contact the Federal Agency Program Manager identified in the OPPORTUNITY.
• If you have questions regarding “how” to complete a form or policy questions, contact your Proposal Analyst.
– You Proposal Analyst and contact the SPO Contracts Officer for guidance.
APPLYThe first step in the Apply process is to open your
Internet Explorer and then the Application Package
1. Open IE
2. Open Application Package
APPLY
• Completing the Application Package in PureEdge Viewer– START EARLY – especially if this is the first time– As you complete each form or upload
attachments into the PureEdge Viewer software, SAVE the Package.
– You cannot re-use the Application Package for a different submission.
APPLY• Application Package Header Page is the first page
viewed each time the file is opened. • It is the point from which you will navigate
through to complete all forms
APPLY• Top Section – Opportunity Identifying Information
is pre-filled. DO NOT CHANGE
Opportunity Identifying Information:
Opportunity Title Offering Agency CFDA Number CFDA DescriptionOpportunity NumberCompetition ID Opportunity Open DateOpportunity Close Date Agency Contact
APPLY• Section 2 - Proposal Information: This section
includes the Application Filing Name and the Proposal Forms
APPLY• Navigating the Documents:
– Open each form using the “OPEN FORM” button– As you complete each form, move Documents from the Left
Side to the Completed Documents on the Right Side– You can check for errors and make corrections to Documents
on either side.– Remember to SAVE after any changes!
APPLY• Saving the Application Package in PureEdge
Viewer– On the Applicant Package Cover Page Click on the
“Save Button” to open the Save Document window.– Overwrite existing file with updated version OR you will
have TWO Versions of the Application Package to track.
APPLY
What forms will be used in Grants.gov?• The SF424 Form Sets have been adopted• At LBNL expects to use the SF424 (R&R)
the most since it is designated to be used by agencies with research activities
• Complete the SF424 Cover Component first because it automatically pre-fills a number of other forms.
Apply
• SF424 (R&R) Cover Component (2 pages)– Follow the instructions in the
Application Instructions.• Depending on the Sponsor,
non-conformance with instructions could mean the proposal may not be reviewed.
– The Applicant is LBNL, not the Principal Investigator.
– Principal Investigators are now referred to as PD/PI
• PD=Project Director
APPLY
• SF424 (R&R) Page 2– PIs no longer sign
cover/face pages• Approval captured on
Sponsored Projects Proposal Form (SPPF)
– The SPO Contracts Officer is the Authorized Representative.
– SPO will have examples on their website for reference in the next month.
APPLY• Uploading Attachments in the Application Packages
– Based on Application Instructions, specific documents (e.g.) budget justifications, biosketches, etc. may be uploaded as a PDF.
• Documents are completed outside of PureEdge Viewer software
APPLY• Checking for Errors
– Don’t check for errors until the Application Package is complete (otherwise incomplete forms show as errors)
– At the top of the Application Package Screen, click on “Check Package for Errors” Button
– The error description will be displayed one at a time• You must correct each error before you can see the next one.
APPLY
• When there are no errors, the Submit Button will be Active
APPLY• Printing a hardcopy proposal from the Application
Package– It is recommended that each form is printed at the form level
– Do not use the “Print Button” at the Application Header level.• The resultant printout has some format, but there are blank pages• Uploaded documents do not print out.
– Using Internet Explorer, Print each form after the Application Package has been completely error checked and the “Submit Button” is activated.
SUBMIT
• Submitting your proposal package with an Application Package to SPO– Submit your proposal package including the
Grants.gov Application Package 10 business days prior to the Sponsor’s deadline
• The Application Package can be submitted by:– Use SPO Grants.gov E-Room - preferred by SPO– Email to SPO Contracts Officer– Deliver CD to SPO Contracts Office
– All the same LBNL Proposal policies are in place
SUBMIT
• Once the SPO review is completed and the Application Package is correct and error free, the SPO Contracts Officer will submit the proposal through Grants.gov by clicking on the “Submit” button.
SUBMIT
• After the Submit button is clicked, the SPO CO will be taken to a Login Screen.
• When the Login is complete, the Application Package is submitted to Grants.gov.
Only SPO COs can submit proposals through Grants.gov
SUBMIT GRANT.GOV• A Confirmation will appear on the computer screen
indicating that the Application Package has been received by the server but the validation process has not yet begun.
• The PSO CO “print screen” the Confirmation for the SPO file.
GRANTS.GOV
Grants.gov will send 4 Email notifications for
Successfully validated proposals to the SPO
Contracts Office
How do I know my application has been
received by Grants.gov?• The first two Emails record the Grants.gov
– Received – indicates Grants.gov has received– Validated – indicates Grants.gov has validated
GRANTS.GOV
How do I know if the agency has
retrieved my application?
The SPO Contracts Officer will receive two
more Emails:– Received by Agency – indicates that the
agency has confirmed receipt– Agency Tracking Number – indicates the
agency has assigned a tracking number.• Last action in Grants.gov• Now all tracking done with Agency
GRANTS.GOVWhat happens if my Application Package isnot validated by Grants.gov?• The SPO CO will receive a second
message:– Rejected with Errors – indicates Grants has not
accepted Application and there are validation errors in the Application Package.
– Each validation error will be sent to SPO CO serially.
– To have a submitted proposal, all errors must be corrected prior to the Sponsor’s published deadline.
GRANTS.GOV
• The Email for the Agency Tracking Number is the last action in Grants.gov