Help – Completing an NIH Proposal

The New Proposal Questionnaire must be completed before using this training document.  See Start a New Federal Proposal.

Procedure

• Complete New Proposal Questionnaire
• Complete the Setup Questions tab
  • Is this a Flow Through project?
    • Defaults to No
  • Grants.gov Submission Information will auto-populate based on the opportunity you chose in the new Proposal Questionnaire
  • Scroll down to the list of Forms and check the boxes under the “Included” column to have those forms populate in your proposal record

• Deadline information will default based on the opportunity deadline but can be overwritten, if necessary
• Will this proposal involve multiple principal investigators?
  • Defaults to No
• Click Yes only if the proposal will have multiple investigators as defined by NIH
  • https://grants.nih.gov/grants/multi_pi/
• Add associated departments and/or associated Centers/Programs
  • NOTE: See “Associated Departments” training document
• 
• Complete the PHS/NIH questions
  • NOTE: Some questions may be un-editable/grayed out as they will default based on the specifics of the opportunity chosen
• 
• Select the Program Type in the drop-down menu
• The majority of the research will be conducted: “On-Campus” will be the default choice
  • NOTE: An off campus designation must be reviewed by ORA central office.  Navigate to the Pre-Review Questionnaire tab to answer questions regarding an off campus determination and start the pre-review route.
• Click Save and Continue

• After saving, the remaining proposal tabs and submission package forms will populate
• Navigate and complete the Pre-Review Info, Additional Proposal Info and Pre-Review Routing/Uploads tab
  • See Completing Pre-Review and Additional Proposal Info Tabs
• Complete the Personnel, Budget, and F&A Dist / Credit Allocation tabs
  • See Completing the Personnel Tab
  • See Completing the Budget Tab
  • See Completing the Allocations Tab

• Navigate to the SF424 Tab

• Scroll through the form and edit any information that is highlighted yellow > Click within the box to edit the question
• Save

• Complete the form by checking the “Complete” box in the top right-hand corner
  • NOTE: Any incomplete information will be displayed in a pop-up; page will not complete until information is entered

• Complete the Performance Sites, Other Project Info, Human Subjects/CT, PHS 398 Cover Page Supplement and any other tabs/forms that are populated for this opportunity

• Navigate to the PHS 398 Research Plan tab

• Upload the appropriate documents
• Before completing, put the research plan page in Final Version or Draft Version
  • Final Version = Research Plan cannot be revised after the proposal is submitted for internal routing and approval
  • Draft Version = Research Plan can be revised during internal routing
• Save
• Complete

• Finalize and Submit the proposal for internal routing
  • See “Finalizing and Submitting a Proposal for Routing” training document.