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Kuali Proposal Development - S2S
OVERVIEW
Kuali is an all-in-one software system that connects directly to Grants.gov for proposals that require submission through this portal. S2S Overview.
FINDING YOUR OPPORTUNITY
S2S (GRANTS.GOV) FORMS
- Form Name: Lists the forms by name and version number. Also, these forms are clickable and will pull down the fillable PDF form from Grants.gov which can be useful if you need to upload as a user attached form – see “User Attached Forms” below – only use this option if the form is marked as Unavailable or you need to override a system created form. You would also use this method to send a Subaward Budget attachment to a subrecipient to complete.
- Mandatory: Describes if the form is required (mandatory) or optional for the associated Opportunity.
- Include: Defaults to Yes for mandatory form. Click on an individual checkbox to include an optional form. Optional forms, including Subaward budgets, will not transmit if the checkbox is not checked.
- Include column header can be selected to provide the options to Select All and Select None.
- If this is an NIH Proposal you must select to include either an R&R Budget or a Modular Budget.
- Description: Status of the S2S form;
- Available means the form and version are maintained and populated for S2S submission by the Kuali proposal data.
- Unavailable means that the form and/or version is not maintained by Kuali proposal data. If unavailable, you can upload a manually completed version of the unsupported form via the User Attached Forms process.
USER ATTACHED FORMS
User Attached Forms are necessary when Kuali does not support a required form or when the sponsor guidelines do not match how the form is supported by Kuali. Needed forms can either be obtained in the Forms panel provided on the list of forms on the left side of the screen; or if not available and otherwise required by the solicitation, the unstitched forms can be obtained from Grants.gov. Be sure to download the version of the form requested by the solicitation, and make sure that the form is in the fillable pdf format. Reach out to the R&E Help Desk if you have questions.
ATTACHING S2S GRANTS.GOV REQUIRED DOCUMENTS
- Navigate to the Kuali Research Attachments section.
- UMass only uses the Proposal and Personnel tabs when submitting S2S/Grants.gov based proposals (best practice is not to use the Proposal or Personnel tabs for non-Grants.gov proposals). These folders will generally house the majority of documents routed to the sponsor:
- Subaward budgets are loaded in the Subaward tab of the Kuali budget (see Attachments for details)
- NIH proposals that include human subject research: The PHS Human Subjects and Clinical Trial Information form is loaded to the Compliance section (see Human Subject Study Record Attachment for detailed instructions.)
- Some sponsors include a requirement to use that is also called an “Attachments Form” – documents that must map to this form are still loaded through the Proposal tab, but be sure to add a unique description for each document and observe sponsor-required file name conventions.
- Go to the Proposal tab to upload non-personnel related documents.
- Select the +Add button or Drag and Drop to upload multiple attachments. Let go of the mouse (drop) when +copy appears – do not drop when +move shows. Hover over the blue tab Upload and Add.
- Make sure to select an Attachment Type to associate with your file. It is critical to select the correct Attachment Type. The Attachment types are very specific and map to the appropriate section of the sponsor proposal. If the document gets linked to the wrong attachment type, it will not be positioned in the correct location within the final synthesized proposal. This could create grounds for a proposal to be rejected by the sponsor.
- Select Status and choose either Final or Draft. Shortcut: Instead of picking from the Status drop down for each document, click the Select option at the right of the screen, select Final for example, and then select Set All Statuses. Then go back and reselect the Status options for the individual documents that should for example be in “Draft” form. The Science/Technical documents can be routed in draft form, with the final documents to be loaded and updated and status set to “Final” within 48 hours of the proposal deadline.
- In the Proposal tab when you add an Attachment Type of “Other” you must add a Description. This Description will map as the File Name into the proposal.
- Once done loading to the Proposal folder, select the Personnel tab to upload Biosketches and other personnel documents required by the sponsor – only load mandatory attachment types (e.g. don’t load Current & Pending for NIH). Be sure to follow the sponsor guidelines.
QUESTIONNAIRE
Depending on the federal agency and solicitation requirements, there will be additional tabs in the Questionnaire section of the proposal. These must be completed in order to populate data in certain Grants.gov forms. S2S - Supported forms.
PRINTING GRANTS.GOV FORMATTED PROPOSALS
Go to the S2S Opportunity page in the Basics section of the proposal record. Click Forms, then select the forms that will be submitted to the sponsor. Select Create PDF. NIH proposals also have the option for an NIH e-application. This version more closely resembles what will be transmitted to NIH and will exclude proposal elements that are separated during submission to eRA Commons, such as data management plans and cover letters.
DATA VALIDATIONS
When in doubt, use Data Validations to verify whether you are missing any data or documents. Note: Kuali will not validate for correct filenames for documents embedded in User Attached forms, the Subaward Budget, or the Human Subjects Study Record. Please review these files to ensure that unique filenames are used for each embedded document and that the filenames are in compliance with Grants.gov naming conventions.