Proposal Development Part I of II CALS Research Division Julene Gaspard Meredith Luschen Becky Bound...
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Transcript of Proposal Development Part I of II CALS Research Division Julene Gaspard Meredith Luschen Becky Bound...
Proposal DevelopmentPart I of II
CALS Research DivisionJulene Gaspard
Meredith LuschenBecky Bound
September 16, 2008Website: http://www.cals.wisc.edu/research/
Overview – Proposal Development
Finding funding opportunities Putting together the proposal Routing and submission of the
proposalWISconsin Proposal Electronic Routing
Funding Opportunities – Some Resources
eCALS newsletter CALS Research Division:
http://www.cals.wisc.edu/research/ Funding Opportunities link on left-hand
side Grants.gov Sponsor websites
Read the RFP – What to look for:
Deadline? Postmark or received by? Eligibility? Funding Limits? Expected project length? Method of Submission? Required
forms/format? Electronic: Cayuse, Grants.gov,
Fastlane, ProposalCentral, Email Hard copy – Signatures required?
Read the RFP: What else to look for
Indirect costs: What is the sponsor’s policy? Must be written and applied
consistently Cost share: Is there a matching
requirement? Other funding policies and
restrictions Equipment, Tuition remission
Some Agency Specifics: NSF
Submission is via Fastlane (for now) Broader Impacts and
Intellectual Merit What are participant support costs?
Some Agency Specifics: NIH
Submission is via Cayuse Budget format – Modular or Not Specific announcement overrides
general form instructions
Some Agency Specifics: USDA
NRI is becoming AFRI – Agriculture and Food Research Initiative
Indirect costs: 28.205% Total Direct Costs (TDC) 22% Total Federal Funds, in most cases
Submission is via Cayuse
Federal Agencies - USDA
Cooperative Agreements Indirect costs and Tuition remission not
allowed Applicant must contribute 20% of the
total project budget
Non-federal Agencies
Commodity groups For profit companies Foundations Non-profit organizations
If you remember nothing else: Every agency is different – carefully review
guidelines, procedures, terms/conditions We must have the agency’s indirect cost policy
in writing
Ready to Start Writing? Do this First:
WISPER record – create it and sign it. Contact the Research Division. Let
them know: Opportunity, Agency, and Deadline If there are matching requirements If the proposal involves personnel from
other depts or colleges If the proposal includes other institutions
Considerations: Subcontract vs Fee for Service
Subcontract
Performance measured against whether the objectives of the federal program are met
Has responsibility for programmatic decision making
Has responsibility for adherence to applicable federal program compliance requirements
Would publish with the PI
Considerations: Subcontract vs Fee for Service
Fee-for-service Provides the goods and services within normal
business operations
Provides similar goods or services to many different purchasers
Operates in a competitive environment
Provides goods or services that are ancillary to the project
Subcontract vs Fee for Service: Examples
You are proposing to research the cultural influence of the Green Bay Packers in Wisconsin. A colleague who is a faculty member at UW-Green
Bay is a recognized expert in this area and agrees to lend his expertise to your project. He will essentially carry out a project in Green Bay in parallel to your work in Madison. The two of you will consult with each other regularly to evaluate your findings and determine the next course of action. Subcontract or Fee for Service?
Same project. It happens that UWGB also has a unit within their Psychology department that is highly effective in survey conducting and analysis. Your proposed research includes surveys and you plan to utilize the expertise and services of this unit at UWGB. Subcontract or Fee for Service?
When we have a subcontract
Must have signed paperwork from the institution/organization we are subcontracting to Budget Budget narrative Letter of intent to commit Signature of Institutional Official (not
just the other PI)
Considerations: Commitments
Any effort included anywhere in a proposal is a commitment that must be tracked and certified.
If there is no matching requirement, avoid the words Leveraging, Cost Share, or Match. And NEVER use these words in connection with
funding from a Federal Agency
Routing and Submission
ROUTE your WISPER record to CALS – Anytime – The sooner, the better Add a deadline. If it isn’t an absolute
deadline, let CALS know. Use the Comments tab and the General
tab to include clear instructions and any critical information.
WISPER Crash Course
Routing vs Approvals Access to and ownership of records What WISPER is, what it isn’t
WISPER IS a system to route and manage proposal submissions electronically
WISPER is NOT a system from which to create or submit proposals
Submissions: Cayuse
Work in Cayuse in parallel to WISPER
Proposal will be institutionally approved via WISPER
Proposal review and submission will happen via Cayuse
Submission: Fastlane
Work in Fastlane in parallel to WISPER
Proposal will be institutionally approved via WISPER
Proposal review and submission will happen via Fastlane
Submission: Grants.gov
Work far in advance Upload completed PureEdge (.xfd)
file to the WISPER record. Upload all Word documents to the
WISPER record. WISPER helps to manage and
facilitate the review process. Application file is submitted via the
Grants.gov portal.
Submission: NASA NSPIRES
Work in NSPIRES in parallel to WISPER
Proposal will be institutionally approved via WISPER
Proposal review and submission will happen via NSPIRES
Submission: Paper
Upload to WISPER record for review: Forms that include institutional information or
commitments or require signature Budget and Budget Narrative Project summary
If signature is required, Check “Paper copy to UW SPO” on the General tab. Drop off originals at the CALS Research Division
Review and institutional approval happens in WISPER Coordinate pickup of original paperwork and
proposal submission with CALS
Submission: Email or Other Online System
Upload to WISPER record for review: Forms that include institutional information or
commitments or require signature Budget and Budget Narrative Project summary
If signature is required, note on the General tab and upload form(s) or drop off at CALS. Coordinate with CALS to retrieve signed paperwork
Review and institutional approval happens in WISPER
Coordinate submission with CALS
RSP
Institutional approval for all proposals
Must have: WISPER record signed by PI and
Division All required signatures but theirs Final version of all documents routed Signed documentation for all
subcontracts and cost share commitments
Questions??
CALS Research Division Contacts
Becky [email protected]
265-8443
Meredith [email protected]
261-1500
Julene [email protected]
890-2590