Proposal Development Part I of II by epmd

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									      Proposal Development
           Part I of II

           CALS Research Division
              Julene Gaspard
             Meredith Luschen
               Becky Bound

             September 16, 2008
Website:   http://www.cals.wisc.edu/research/
Overview – Proposal Development

 Finding funding opportunities
 Putting together the proposal

 Routing and submission of the
  proposal
       WISconsin 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 Bound
     rbound@cals.wisc.edu
          265-8443

      Meredith Luschen
   mluschen@cals.wisc.edu
         261-1500

        Julene Gaspard
    jgaspard@cals.wisc.edu
           890-2590

								
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