Using Fastlane: Updated 12/13/10; revised 6/27/18 INDEX TO INSTRUCTIONS:

Transcription

1 Using Fastlane: Updated 12/13/10; revised 6/27/18 INDEX TO INSTRUCTIONS: 1) PROPOSAL CREATION 2) UPDATING THE BUDGET OF A PROPOSAL 3) INTERIM REPORT SUBMISSION 4) ANNUAL r FINAL REPORT SUBMISSION 5) REQUESTING A NO-COST EXTENSION FOR THE FIRST TIME 6) REQUESTING A NO-COST EXTENSION FOR THE SECOND TIME 7) REQUESTING A REBUDGET IF NO PARTICIPANT COSTS ARE INVOLVED 8) REQUESTING A REBUDGET IF PARTICIPATION COSTS ARE INVOLVED 9) TO REPORT AN ABSENCE OF THE PI (ie. sabbatical r ther leave) 10) TO CHANGE OBJECTIVE OR SCOPE 11) TO REQUEST SUPPLEMENTAL FUNDING 12) PI TRANSFER (PI mving t new University and taking grant) 1) PROPOSAL CREATION 1. website: 2. knw yur lgin passwrd (btain via Tshua) 3. select Prpsals, Awards, and Status 4. cmplete the PI/C-PI Lg In bx 5. Select Lg in 6. Select Prpsal functins 7. Select Prpsal preparatin 8. Select Prepare prpsal ; the Grant Prpsal Guide can be fund at 9. write dwn the prpsal number 10. create a PIN number On the Prpsal Actins page, select the Prpsal PIN buttn and establish a fur digit PIN. 11. Prvide prpsal ID, PIN, and budget needs t Tshua 12. Wrk n varius sectins f prpsal using either direct entry r by dwnlading a cmpleted.pdf,.dc,.dvi, r.ps file. Remember, there are page number, margin and fnt rules (see Chapter 2 f Grant Prpsal Guide) that apply t all parts. 13. Tshua will add: Cver sheet (prgram applying t, title) Prject descriptin Prject summary-be sure t include brader impact ( and and intellectual merit References cited PI/c-PI infrmatin Bigraphical sketches-use the required frmat; see Chapter 2C2f f Grant Prpsal Guide)

2 facilities/equipment basis fr the budget justificatin, r this is available at the Business Office sectin f the Math website current and pending 14. Add t the budget justificatin. Yu shuld include: If yu have a student, what will he/she d fr yu? Where might yu travel dmestically? Include the cnference r cllabratr, and lcatin. Where might yu travel internatinally? Include the cnference r cllabratr, and lcatin. Why yu need a new cmputer (if applicable) Why yu need t purchase bks/ther supplies (if applicable) Wh yu might invite t UIUC as a cllabratr, including where they will travel frm. 15. Review prpsal. If yu need t print, select print frm navigatin bar n right f Frm Preparatin page. 16. Tell Tshua when yu are ready fr Department Chair's apprval. 17. Select Allw SRO access t review, edit, and submit in Fastlane. This will give Grants and Cntracts (OSPRA) full access. 18. Sign transmittal frm Tshua prvides. 19. The signed transmittal frm is given t Department Chair fr signature. 20. The prpsal package ges t UIUC OSPRA (aka Grants and Cntracts) fr review. They will submit t NSF, and yu will receive an when this is dne. 2) UPDATING THE BUDGET OF A PROPOSAL 3. Select Prpsal Functins 4. Select Revise Submitted Prpsal Budget 5. Select the prper prpsal 6. Select View 7. Select Edit the Budget and OK 8. Make changes as needed, saving as yu prgress. Be sure t include the budget impact statement. 9. If yu want smene else t access the prpsal, select G Back and then Assign a PIN t the Revised Prpsal Budget a. Type a fur digit PIN twice b. Select Assign c. Select G Back 10. Once cmpleted, select Frward Budget Revisin t Spnsred Research Office 11. Sign the transmittal frm prvided by Tshua. 12. The signed transmittal frm is given t Department Chair fr signature. 13. A cpy f the revisin will be mailed t OSPRA. OSPRA will apprve the changes and submit them t NSF.

3 3) INTERIM REPORT SUBMISSION 3. select Award and Reprting Functins 4. Select Prject Reprts System 5. Select the Interim Prject Reprt tab (if necessary) 6. Select the prper Award Number 7. Under Actin, select Create/Edit t wrk n a reprt. 8. Select cntinue 9. Enter each sectin f the reprt and cmplete as required OR select attach file and include a dcument with all the necessary pieces. 10. When cmplete, select submit 4) ANNUAL r FINAL REPORT SUBMISSION 4. Select Prject Reprts System 5. Select the Annual/Final Prject Reprt tab (if necessary) 6. Select the prper Award Number 7. Under Actin, select Create/Edit t wrk n a reprt. 8. Select cntinue 9. Enter each sectin f the reprt and cmplete as required OR select attach file and include a dcument with all the necessary pieces. 10. When cmplete, select submit 5) REQUESTING A NO-COST EXTENSION FOR THE FIRST TIME 4. Select Ntificatins and Requests 5. Under Prepare New, select an award number, and then prepare new 6. Under Grantee Ntificatin Types (left side), select Grantee Apprved N-Cst Extensin 7. At the bttm f the page, select Prepare 8. Cmplete Revised Expiratin Date, Justificatin, and Explanatin fr late request (if applicable) bxes. 9. Select Save and select Frward the request t the SPO

4 6) REQUESTING A NO-COST EXTENSION FOR THE SECOND TIME 4. Select Ntificatins and Requests 5. Under Prepare New, select an award number, and the prepare new 6. Under Grantee Request Types (n the right), select NSF Apprved N-Cst Extensin 7. At bttm f page, select Prepare 8. Cmplete Revised Expiratin Date, Remaining Funds, Justificatin, Plan fr use f unbligated funds, and Explanatin fr late request (if applicable) bxes. 9. Select Save and select Frward the request t the SPO 7) REQUESTING A REBUDGET IF NO PARTICIPANT COSTS ARE INVOLVED 1. Wrk with Tshua t create an Excel file with clumns fr accunt cdes, riginal budget, revised budget, and change between budgets (credit/debit). Current available funding is nt needed. 2. Write a descriptin f the need fr the rebudget. 3. Send descriptin t Tshua s she can btain Department Chair apprval. 4. Wendy will send all three items t Grants and Cntracts. 8) REQUESTING A REBUDGET IF PARTICIPATION COSTS ARE INVOLVED 4. Select Ntificatins and Requests 5. Under Prepare New, select an award number, and then prepare new 6. Under Grantee Request Types (right side), select Reallcatin f Funds Budgeted fr Participant f Trainee Supprt Csts 7. At bttm f page, select Prepare 8. Cmplete infrmatin (riginal amunt budgeted, revised budget, justificatin) 9. Save and select Frward the request t the SPO 9) TO REPORT AN ABSENCE OF THE PI (ie. sabbatical r ther leave) 4. Select Ntificatins and Requests

5 5. Under Prepare New, select an award number and then prepare new 6. If yu will be ff-campus r ff-payrll fr under 3 mnths, select Shrt-Term Absence f the PI/PD (Up t Three Mnths) frm under Grantee Ntificatin Types (the left side) 7. If yu will be ff-campus r ff-payrll fr lnger than 3 mnths, select Lng- Term Absence f the PI/PD (Over Three Mnths) under Grantee Request Types (n the right side). 8. Select Prepare 9. Cmplete infrmatin as needed 10. Save and select Frward the request t the SPO 10) TO CHANGE OBJECTIVE OR SCOPE 4. Select Ntificatins and Requests 5. Under Prepare New, select an award number, and then prepare new 6. Under Grantee Request Types (right side f page), select Changes in Objective r Scpe. 7. Select Prepare 8. Cmplete infrmatin (Prpsed change, justificatin) 9. Save and select Frward the request t the SPO 11) TO REQUEST SUPPLEMENTAL FUNDING 4. Select Supplemental Funding Request 5. Select an award number and Prepare Supplemental Funding Request 6. Select Edit if started, r Create New Supplemental Funding Request if ne desn t already exist. 7. Cmplete infrmatin (summary, justificatin, budget as prvided by Tshua, etc.) 8. Select G Back when dne. 9. Select Allw SRO Access 10. Sign transmittal frm prvided by Tshua. 11. The signed transmittal frm is given t Department Chair fr signature. 12. The supplemental funding request ges t UIUC OSPRA (aka Grants and Cntracts) fr review. They will submit t NSF, and yu will receive an when this is dne.

6 12) PI TRANSFER 4. Select Ntificatins and Requests 5. Under Prepare New, select an award number and Prepare new 6. Select PI Transfer (right side) and Prepare 7. Cmplete requested infrmatin (new rganizatin, start date f change, funds remaining, reasn). 8. Save and select Frward the request t the SPO