Proposal TrainingProposal TrainingProposal Basics, Tips & TricksJune 29, 2009

Proposal BasicsProposal Basics

Proposal TypesProposal Types

NewRenewalContinuationRevisionResubmissionPreliminary

Common Pre-Award Common Pre-Award TermsTermsFacilities & Administrative Costs

(F&A)Indirect Costs (IDC)Direct CostsRequest for Proposal (RFP)Program Announcement (PA)Solicitation

Required Internal Required Internal DocumentsDocumentsProposal Submission Form (PSF)

◦Sponsor vs. Prime Sponsor◦Notice of Opportunity◦Funding Opportunity Number◦Credit Split◦Yes/No Questions◦Special Review◦Others Tab

Required Internal Required Internal DocumentsDocumentsPSFAcademic ApprovalsCoeus budget pagesForm 32 (if applicable)Authorization from

subcontractors (if applicable)Final technical documents

submitted to sponsor

Special Items of InterestSpecial Items of InterestNon-faculty PICost Share CommitmentsSubcontractors and/or ConsultantsInternational SponsorsForeign TravelConflict of InterestSubcontracting PlansF&A waiversProposal Notifications

Person MonthsPerson MonthsHow do you calculate person months? Conversion of percentage of effort to person months is straight-

forward. To calculate person months, multiply the percentage of your effort associated with the project times the number of months of your appointment. For example:

25% of a 9 month academic year appointment equals 2.25 (AY) person months (9 x .25= 2.25)

10% of a 12 month calendar appointment equals 1.2 (CY) person months (12 x .10 = 1.2)

35% of a 3 month summer term appointment equals 1.05 (SM) person months (3 x .35= 1.05)

Another example: If the regular pay schedule of an institution is a 9 month

academic year and the PI will devote 9 months at 30% time/effort and 3 months summer term at 30% time/effort to the project, then 2.7 academic months and .9 summer months should be listed in the academic and summer term blocks of the application (9 x 30% = 2.7 person months; 3 x 30%= .9)

Grad Fee Remits & Grad Fee Remits & InsuranceInsuranceWhere to place costs within

sponsor budgetFee remissions are NOT the

equivalent of tuitionRemits & Insurance for partial

grad effort

Questions on the basics?Questions on the basics?

FASTLANEFASTLANE

FastLane Tips & TricksFastLane Tips & TricksProposal ID & PINReleasing to SROBudgeting correctly within

FastlaneAdding Co-PIsAdding Senior PersonnelBiosketch Current & PendingNSF person month rule

Grants.govGrants.gov

Getting StartedGetting Startedwww.grants.govFinding the Adobe packageVersion ControlDownloading an expired packageCompleting the Adobe packageUniversity Information:

http://www.purdue.edu/sps/proposals/universityinfo.html

Grants.gov Tips & TricksGrants.gov Tips & TricksCorrect version of AdobeAttachments – pdf unless

otherwise stated in the guidelinesNaming convention of

attachmentsSave oftenDeciding which budget to use

(NIH only)Emailing to Pre-Award

Top 5 Errors – Grants.govTop 5 Errors – Grants.govMissing

Attachments/Attachments not in correct format.

Invalid/Inconsistent/Missing DataApplication business

requirements not metBudget miscalculationse-RA Commons user profile errors

Additional Tips & TricksAdditional Tips & TricksCoeus Tips & Tricks:

http://www.purdue.edu/coeus/guide/modules/propdev/tips/

coeushelp@purdue.eduProposal Types:

http://www.purdue.edu/coeus/guide/modules/propdev/coredata/main/proposaltypes.html

Utilize your Pre-Award staff. We are here to support YOU!

Questions?Questions?