Standard NIH Checklist for Coeus/SF424 Refer to the opportunity for specific requirements, which take precedence
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1 Standard NIH Checklist for Coeus/SF424 Refer to the opportunity for specific requirements, which take precedence General NIH/K-Series/NRSA Kirschstein Fellowships and Coeus Requirements Due Date: Coeus # PI Name Allowable fonts Arial, Helvetica, Palatino, Georgia, 11 point or larger, black in color, smaller fonts may be used in equations, tables and figure legends Type Density No more than 6 lines of text per vertical inch; 15 characters per inch Pagination Margins PI should not add headers or footers. Sponsor will automatically paginate with necessary headers and footers. 0.5 inches all around Page Formatting PDF Use only single columns Except for Biosketch, no specific forms for any required s. Convert to PDF prior to upload. Filenames cannot contain special characters or spaces other than the underscore. See FAQ s for more info. Coeus If Coeus field is not discussed below, it can be ignored Coeus Tab Review Notes/Changes Proposal Type Activity Type Start Date consistent with activation dates for award type End Date is correct Agency/Sponsor NIH Proposal Deadline Date is correct Application award type 5/5/2016 Forms D Update 1 P a g e
2 Coeus Tab Review Organization Investigators/ Key Persons Investigators/ Key Persons Title: 200 character max ( limit); check your specific funding opportunity for any character limitations within the title; no special characters. See FAQ s for more info. Notes/Changes Funding Opportunity Number to submit System to System Subcontract box checked for outbound sub(s)? Other Organization: All subs listed as Other Organizations Certification: all PI s and Co-PI s must certify & upload into Multi-PI check box? If yes is there a multi-pi plan? Details: (Required) Phone (Required) Primary title (Required) City (Required) Investigators/ Key Persons Agency Credentials (PI, Co-I, and Multi-PI) State (Required) Address line 1 (Required) Degree (recommended) Postal Code (9 Digits) Credit Split PI and Co-PI s Special Review Others YNQ and Questionnaire Human subjects and/or animal mark as pending Special Considerations and Research Theme: Make appropriate selections Answer all Link RFP Select appropriate documents: make sure all necessary optional forms (including correct budget) have been checked off 5/5/2016 Forms D Update 2 P a g e
3 Coeus Tab Review Notes/Changes SubAward budget SYNC complete A detailed budget in Coeus was created even if submitting a modular budget to NIH Check: Summary Page appropriate IDC is being charged on/off campus is correct overhead rate type is correct if modular budget - box is checked If modular, SYNC with modular, doublecheck automatic modular OVERAGES! Form Field COEUS Attachment title Notes Project Summary/ Abstract ProjectSummary 30 lines maximum Project Narrative No more than 3 sentences; each sentence ending in a period counts as one Narrative Bibliography & References Cited Bibliography no headers or footers Facilities & Other Resources Facilities Equipment Other Effective 1/25/2016: Other Equipment Other Authentication of Key Resources Plan Equipment must be a separate document from Facilities Description becomes title of file sent to NIH so no special characters (See FAQ for more info); multiple uploads allowed with different titles This new is located on the Other section of the R&R Other Project Information form. 5/5/2016 Forms D Update 3 P a g e
4 Sketch (1) Biosketch - (PI) 5 pg limit; required for all senior Sketch (2) Biosketch /key personnel; 4 sections: Personal Statement, Positions & Sketch (3) Biosketch Honors, Contributions to Science (5 entry limit, 4 reference limit Sketch (4) Biosketch each entry), Research Support Form Field COEUS Attachment title Notes Sketch (5) Biosketch Sketch (6) Biosketch Cover Letter RRSF424_Cover_Letter Encouraged Introduction Application PHS_IntroductionToApplication Resubmissions Only Specific Aims PHS_ResearchPlan_SpecificAims 1 page limit 6 or 12 page limit depending upon solicitation Research Strategy PHS_ResearchPlan_ResearchStrategy Inclusion Enrollment Report PHS_ResearchPlan_InclusionEnrollmentReport Renewals Only Progress Report Publication List PHS_ResearchPlan_ProgressReportPubList Renewals Only Protection of Human Subjects PHS_ResearchPlan_ProtectionOfHumanSubjects Required if Human Subjects Inclusion of Women and Minorities Targeted/ Planned Enrollment PHS_ResearchPlan_InclusionOfWomenAndMinoritie s PHS_ResearchPlan_TargetedPlannedEnrollmentTabl e Required if Human Subjects Required if includes women and minorities Inclusion of Children Vertebrate Animals Select Agent Research PHS_ResearchPlan_InclusionOfChildren PHS_ResearchPlan_VertebrateAnimals PHS_ResearchPlan_SelectAgentResearch Required if Human Subjects Required if Animal Subjects Required if hazardous biological agents and toxins 5/5/2016 Forms D Update 4 P a g e
5 Consortium/ Contractual Arrangements PHS_ResearchPlan_Consortium_ContractArrangeme nts Include direct, indirect and total for each sub 5/5/2016 Forms D Update 5 P a g e
6 Form Field COEUS Attachment title Notes Resource Sharing Plan(s) Appendix Justification Letters of Support Multiple PI Leadership Plan Modular Personal Justification Modular Consortium Justification Modular Narrative Justification PHS_ResearchPlan_ResourceSharingPlans PHS_ResearchPlan_Appendix S2S_Justification PHS_ResearchPlan_LettersOfSupport PHS_ResearchPlan_MultiplePILeadershipPlan PHS_ModBud_PersonJustif PHS_ModBud_ConsortJustif PHS_ModBud_NarrativeJustif Data Sharing plan required for $500k or more in direct costs per year; Sharing Model Organisms required if these are in proposal; Genome Wide Association studies required if these are in proposal Max of 10 s allowed; if more needed then combine; max of 3 publications For detailed budgets - If modular use applicable modular s Should be included for consortium and collaborator participants. Consultants should include rate for services Required for multi PI/PD proposals (box checked) Required if submitting modular budget Required if submitting a modular budget If modules vary this becomes mandatory. Example: $125K in year 1 and $150K in year two Subcontract # 1 Form Field COEUS Attachment title Notes SF424 Justification Scope of work Institutional letter of support R&R SubAward budget upload under budget Required - does it mirror budget? Required Required - do budget totals, PI, etc. match other docs? 5/5/2016 Forms D Update 6 P a g e
7 Subcontract # 2 Form Field COEUS Attachment title Notes SF424 Justification Scope of work Institutional letter of support R&R SubAward budget upload under budget Required - does it mirror budget? Required Required - do budget totals, PI, etc. match other docs? Subcontract # 3 Form Field COEUS Attachment title Notes SF424 Justification Scope of work Institutional letter of support R&R SubAward budget upload under budget Required - does it mirror budget? Required Required - do budget totals, PI, etc. match other docs? K Series Specific FIELD Description Notes document titles start: "PHS_Career_"... PHS_Career_Candidate_Backround PHS_Career_Goals_Objectives PHS_Career_Dev_Training PHS_Career_Training_Resp_Conduct_Research document titles use the word "Career" rather than "Researchplan" required required required - candidate's plan for career development/training activities during award period required - responsible conduct of research training 5/5/2016 Forms D Update 7 P a g e
8 PHS_Career_Mentor_Statement_Letters PHS_Career_Supporters Candidate s Plan to Provide Mentoring (as applicable) Plans and Statements of Mentor and Co-Mentors upload as single Letters of Support from Collaborators, Consultants, Contributors (as appropriate) upload as single NOTE Citizenship Electronic Letters of Reference PHS_Career_Inst_Environment PHS_Career_Inst_Commitment must be added by Grant Officer submitted directly through era Commons required - description of institutional environment required - Institutional commitment to candidates research career development C - US Citizen or non citizen national, A - Non US citizen with temporary US visa, N - permanent US resident, P - permanent resident of the US - pending B - Not Residing in the U.S. Candidates must follow the supplemental instructions in the SF424 R&R application guide for research career awards NRSA (F30-F31) Kirschstein Fellowship Series Specific FIELD Description Notes Investigator Key Persons Tab Faculty Member should be given Proposal role of "Key Study Person" and Key Person role of "Sponsor" document titles start "PHS_Fellow" PHS_Fellow_RespectiveContributions PHS_Fellow_SelectionSponsorInstitution PHS_Fellow_ResponsibleConductResearch PHS_Fellow_ConcurrentSupport PHS_Fellow_Goals_FellowshipTrainingCareer document titles use the word "Fellow" rather than "Researchplan" 1 pg - required 1 pg - required 1 pg - required 1 pg if "yes" 1pg - required 5/5/2016 Forms D Update 8 P a g e
9 PHS_Fellow_ActivitiesPlanned PHS_Fellow_DocDissertOtherResExperience 1pg - required 2 pgs - required NOTE Citizenship Electronic Letters of Reference PHS_Fellow_Sponsor_CoSponsor_Info must be added by Grant Officer submitted directly through era Commons 6pgs - required C - US Citizen or non citizen national, A - Non US citizen with temporary US visa, N - permanent US resident, P - permanent resident of the US - pending Candidates must follow the supplemental instructions in the SF424 R&R application guide for research career awards Getting Help Coeus Support RDOST-help@neu.edu Office of Research Administration & Finance (ORAF) Grant Officer: 5/5/2016 Forms D Update 9 P a g e
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