- PROPOSAL PREPARATION. The DA (Department Administrator) creates the InfoEd PD proposal record, completes the required PD data elements and PD Budget, uploads the sponsor guidelines, application package with completed administrative, compliance, and budget sections (draft science is permissible, but a preliminary abstract should be included to allow the GA to review for compliance with human or animal subject use) and any required internal documents, using the naming conventions listed above.
- When creating the SF424 application package using ASSIST, a draft of the application should be uploaded to the PD record. Individual documents will not be required in PD.
- DRAFT ROUTE. The DA must submit the InfoEd PD proposal to the DRAFT route to reach Research Management at least 10 business days prior to the sponsor’s deadline. InfoEd PD is configured to require completion of the following departmental review steps before the proposal is received by Research Management for review: Step 1: Department Administrator, Step 2: PI, and Step 3: Chief/Delegate. The proposal record is locked down from editing while it is undergoing DRAFT review. If the proposal is declined by any reviewer during the DRAFT route it will return to the PROPOSAL PREPARATION stage (#1 above) and will need to be resubmitted to the DRAFT rout
- PRE–AWARD DRAFT REV The Pre-Award GA (Grant Administrator at Research Management) will review on-time proposals, in the orderreceived, according to institutional policies and sponsor guidelines and regulations. Applications submitted to the Draft Route that do not contain the administrative, compliance, and budget sections, will not be accepted and will be returned without review. (The necessary documents: biosketches, abstract, narrative, facilities page, budget justification, animal/human section if applicable and subcontract documents, if applicable.)
- PRE–AWARD COMMENT The Pre-Award GA will approve with comments in PD. Required and suggested changes will be uploaded to the PD record as “DRAFT – Pre-Award Proposal Review Doc” within five business days of proposal receipt. Following Pre-Award approval, the PD proposal will be again become editable for the DA to make any corrections and upload the completed proposal in final form.
- PROPOSAL EDITS. The DA clarifies any questions identified in the review with the Pre-Award G DA makes all of the required changes to the InfoEd PD record and sponsor application materials. The DA notifies PI only if there are issues the DA is not able to resolve independently (including contacting the sub site for edits). If the PI needs to be involved in the edits, DA must be explicit and offer any solutions possible to reduce burden on the PI.
- eCOI Electronic COI (eCOI) forms are system-generated upon submission to the DRAFT route for each Partners employee required to complete a proposal conflict of interest disclosure. Any relevant staff added after the DRAFT route will have an eCOI form generated immediately upon addition to the project budget. The DA should ensure all eCOIs are complete prior to submission of the PD record to the FINAL route. In accordance with federal regulations, the Pre-Award team cannot submit proposals until all required Conflict of Interest forms have been completed.
- FINAL ROUTE. The DA submits the InfoEd PD record to the FINAL route to reach Research
- Management at least 5 business days prior to the sponsor deadline. InfoEd PD is configured to require only two levels of FINAL review: Step 1: Department Administrator, and Step 2: Pre-Award GA. The proposal record is locked down from editing while it is undergoing FINAL review. If the proposal is declined by any reviewer during the FINAL route it will return to the PROPOSAL EDITS stage (#5 above) and will need to be resubmitted to the FINAL route
- It is required that the proposal is complete, including the final science, final budget, and all final attachments and is ready for submission without further edits. Please Note: The proposal submitted to the FINAL route to be submitted to the sponsor is depending on RM determination that all necessary revisions have been made
- PRE–AWARD FINAL REV The Pre-Award GA reviews the final application. If no further changes are required, the Pre-Award GA will approve the InfoEd PD record. DA will receive automatic notification that the InfoEd PD record has been approved. Proposal submission will be completed by the Pre-Award GA (if not NIH PI/DA will complete the submission for Foundation and other…):
- Grantgov Electronic Submissions: RM will submit the final application package to the sponsor.
- Other Electronic Submissions: Many foundations require Institutional submission through their own electronic system. Please check with your GA to determine if submission is completed by RM or PI/DA.
- All other applications: RM will provide institutional signature(s) on the appropriate sponsor form page(s) and return to the department for their submission to the sponsor.
- The Pre-Award GA completes or ensures completion of the InfoEd Proposal Tracking (PT) file. As a secondary check, DA should log into ASSIST to ensure the application is listed as submitted. PI should also be instructed to log into eRA Commons to verify application was received.
- Research Management will manage all pending files per the RM paperless file protocol and the Partners Document Retention Policy.