National Science Foundation Basics of FastLane and Research.gov OCGA Master Training May 16, 2018 Our Presenters Cindy Gilbert Tawnya Charters Assistant Director Contract and Grant Analyst eRA and Records Management Grants and Cooperative Agreements [email protected] [email protected] Kurt Durlesser Tac Phung Contract and Grant Analyst Contract and Grant Analyst eRA and Records Management Grants and Cooperative Agreements [email protected] [email protected] What Will You Learn Today? • Transition from FastLane to Research.gov . What’s in FastLane and what’s in Research.gov • Users and Access • Pre-proposals and LOIs • Preparing and Submitting Proposals • Administrative Actions • Where to Get Help What’s in FastLane and What’s in Research.gov • NSF currently undertaking a multi-year effort to modernize grantee electronic capabilities. • Transition from FastLane to Research.gov. • During transition, electronic capabilities will be developed and launched in Research.gov. • Some may be available simultaneously in FastLane before being retired. • The following matrix will be updated periodically . https://www.nsf.gov/bfa/dias/policy/estatus_matrix.jsp Capability FastLane Research.gov Access Award Documents Complete Financial Functions Manager User Access, Roles, etc. Prepare and Submit Annual, Final and Interim Reports Prepare and Submit Notifications and Requests Prepare and Submit Project Outcomes Report Prepare and Submit Proposals Register and Maintain Institutions Request Supplemental Funding Submit Cost Share Reports Submit Proposal File Updates Submit Revised Proposal Budgets View Proposal Status View Review Information Proposal Submission Modernization Project • Multi-year effort to modernize proposal preparation and submission capabilities. • Will eventually move to Research.gov, and FastLane will be retired. • NSF staff are conducting Electronic Research Administration Forums via webinar. • PIs and departmental research administrators are encouraged to get involved. • Visit the website to: . View previous presentations, . Sign-up for alerts for future presentations, . Ask questions, . Provide feedback. Users and Access Users Include: • Principal Investigators (and Co-PIs) • Other Authorized Users (OAUs) – departmental research administrators and others who will assist the proposal preparation and other actions. • Sponsored Project Officer and Authorized Organizational Representatives – OCGA and DRAs • Financial Administrators – EFM • Graduate Research Fellowship Program Officials – Grad Division How to Get Access Existing FastLane Users: • One-time verification process to onboard/migrate your account from FastLane to Research.gov . Log-in to Research.gov with your NSF ID and password. Provide a primary email and phone number Non-Institutional, personal contact info . Existing roles will migrate over from FastLane accounts How to Get Access New NSF Users: • Self-register at Research.gov . Primary email (required), secondary email (optional) . Will receive 2 confirmation emails from NSF NSF ID Temporary Password . Follow instructions to update your password to complete the registration process. How to Get Access Add and New Role: • Navigate to My Profile and select “Add a New Role” • Select the role you require . NOTE: Other Authorized Users will need to contact eRA Help to have the OAU role added to their account. • Provide UCLA’s DUNS number • Provide a work email address and phone number . Institutional, professional contact info Account Management Resources •About Accounts Management page: . Video tutorials, work guides, FAQs •NSF Help Desk . 7 AM - 9 PM ET, Mon- Fri (except for federal holidays): . Email: [email protected] . Call: 1-800-381-1532 How to Login The same login information is used for both FastLane and Research.gov: • UCLA Single Sign On . OR • NSF ID Number . In addition OAUs need a PIN # to login to FastLane to prepare proposals Where to Login - FastLane https://www.fastlane.nsf.gov/jsp/homepage/proposals.jsp Where to Login - FastLane https://www.fastlane.nsf.gov/jsp/homepage/proposals.jsp Where to Login - FastLane https://www.fastlane.nsf.gov/jsp/homepage/proposals.jsp Where to Login – Research.gov https://identity.research.gov/sso/UI/Login?module=nsf&env=prvw&app=portal Logging in to Research.gov NSF Login: UCLA Single-Sign-On: • NSF ID • UCLA Logon ID • Password • UCLA Password Same as S2S Grants, PAMS, etc. Research.gov – Single-Sign-On 1. Select University of California-Los Angeles from the Organization pick-list 2. Click the Login icon 3. UCLA single-sign-on screen will appear . Sign-in as you would for other UCLA systems Preparing a Proposal Proposal Preparation and Submission is now available in Research.gov • Effective April 30, 2018 • Full research proposals (no LOIs or pre- proposals) • Non-collaborative proposals • Click here for more information Preparing a Proposal FastLane or Research.gov • Only the Principal Investigator can create proposal (not Co-PIs) • Once created PI can add a PIN to the proposal so that OAUs can . Work on proposal preparation . Add Co-PIs . Etc. • Important: As soon as the proposal is created, the PI should give SRO Access to View, Edit and Submit. Preparing a Proposal FastLane or Research.gov Preparing a Proposal FastLane or Research.gov Preparing a Proposal FastLane or Research.gov Preparing a Proposal - Highlights Other Authorized Users (OAUs) • Initiated by PI Preparing a Proposal - Highlights Other Authorized Users (OAUs) • Assign PIN • Provide PIN and Temporary Proposal ID to OAUs to Login Preparing a Proposal - Highlights Cover Page – application type • In addition to standard research proposals, NSF has other proposal types. RAPID, EAGER, Conference, Equipment among others. • The type of proposal must be selected on the Cover Page to ensure that the proper validations are run. Preparing a Proposal - Highlights Project Summary • Information entered in text boxes in three distinct parts: . Overview – description of the proposed activity, including a statement of objectives and methods . Intellectual Merit - potential of the proposed activity to meet the Intellectual Merit* . Broader Impacts – potential of the proposed activity to meet the Broader Impacts* • PDF only allowed if special characters are required (e.g. Greek letters, mathematical symbols; limited set of other characters*) *see PAPPG Preparing a Proposal - Highlights Collaborators & Other Affiliations • NSF requires for all senior personnel, as a way to identify potential conflicts among reviewers. • As of 4/24/2017, all applicants must use specific NSF spreadsheet template . Template: https://www.nsf.gov/bfa/dias/policy/coa/coa_template.xlsx . Background https://www.nsf.gov/bfa/dias/policy/coa.jsp . FAQs https://www.nsf.gov/bfa/dias/policy/coa/faqs_coatemplatemarch18.pdf PAPPG 2018 • Project Description . Must contain a separate section labeled “Intellectual Merit” . Results from Prior NSF Support for any project with an end date in the past 5 years or current award. PAPPG 2018 • Budget Justification . Page limit increased to 5 pages . Institution definition of “year” UCLA fiscal year July 1 – June 30 . Specify IDC rate and MTDC base LOIs & Preliminary Proposals • Letters of Intent . Used by some NSF solicitations . Some may be submitted by PI; some require OCGA/DRA submission . Very simple overview of the PI’s proposed project . Not binding Prepared and submitted via FastLane LOIs Preliminary Proposals • Primarily used by Integrative Organismal Systems in the Biological Sciences Directorate. • Require OCGA or DRA submission • Most of same components as a full proposal, except: . Abbreviated Project Description . No Budget Prepared and submitted via FastLane Collaborative Proposals • A collaborative proposal from one organization . Single proposal with subawards • A collaborative proposal from multiple organizations . No subawards – NSF issues awards to each organization. • In either model there is a “lead” institution Collaborative Proposals Proposal from one organization • Lead institution submits a proposal to NSF • Subrecipient institutions submit a proposal to UCLA • Information from subrecipient gets included in UCLA proposal • If an award is made: . NSF issues an award to UCLA . UCLA issues subawards to collaborators Collaborative Proposals Proposal from multiple organizations • Lead institution submits a completed proposal to NSF. • Non-lead institutions submit proposals to NSF that include all elements except: Project Summary, Project Description, References Cited, Data Management Plan, Postdoctoral Mentoring Plan. • Non-lead proposals get linked to lead proposal. Though linked, proposals are submitted independent of each other. Lead does not have to wait until all non-lead are submitted (and vice-versa). • If an award is made: . NSF issues separate awards to each institution. Preparing a Proposal - Highlights Collaborative Proposals Single Proposal with Subs Multiple Linked Proposals Advantages Greater oversight and control Less administrative burden over programmatic direction/progress Disadvantages More administrative burden Less programmatic control Preparing a Proposal Automated Error Checking Preparing a Proposal Automated Compliance Checking • List of automated compliance checks available at: https://www.nsf.gov/bfa/dias/policy/autocompliance.jsp • See Handout: http://www.nsf.gov/bfa/dias/policy/autocheck/compliancechecks_jan18.pdf Preparing a Proposal On-Time Submission • FastLane system will not accept proposals