WEBVTT

99a9fed8-468b-4d48-8dda-299e2dfcf808-0
00:00:00.480 --> 00:00:03.520
Welcome to a quick training on how to
create a funding proposal.

23562eb3-4669-4e08-bd32-8e1941d05632-0
00:00:05.080 --> 00:00:08.080
From your dashboard,
click on the Grants tab in the header.

4a1190b2-62ea-4a78-a4e8-faaf14078c51-0
00:00:10.720 --> 00:00:15.212
Then click Funding Proposal in the
subheader on the left side,

4a1190b2-62ea-4a78-a4e8-faaf14078c51-1
00:00:15.212 --> 00:00:18.920
click the button that says Create Funding
Proposal.

742ba4f4-de89-453e-bd73-f7bbd99fc178-0
00:00:24.850 --> 00:00:27.330
This brings us to the Funding Proposal
Smart form.

6d036768-97a7-4668-93bd-cdf78bc3c048-0
00:00:28.010 --> 00:00:31.170
We're going to fill out all the questions
on the Funding Proposal form.

4286790d-b0e7-4a9e-84cf-437596df2b63-0
00:00:32.920 --> 00:00:36.145
For the sake of keeping this video short,
I'm going to use short,

4286790d-b0e7-4a9e-84cf-437596df2b63-1
00:00:36.145 --> 00:00:40.151
brief answers for each of the questions,
and I'm only going to be filling out the

4286790d-b0e7-4a9e-84cf-437596df2b63-2
00:00:40.151 --> 00:00:41.520
questions that are required.

1f268e1f-b49c-4eda-8bf4-9189cb708072-0
00:00:41.840 --> 00:00:44.844
But when you fill out your own funding
proposal information,

1f268e1f-b49c-4eda-8bf4-9189cb708072-1
00:00:44.844 --> 00:00:47.800
make sure to fill out all the information
that's necessary.

4912b9d2-a000-4baa-b8e7-58463548aebb-0
00:01:19.000 --> 00:01:22.240
When you're finished with the page,
click Continue to move on to the next one.

3caa17e4-94dd-4ef8-acc7-c82e6d3705ca-0
00:01:23.560 --> 00:01:27.490
Multiple pages will auto populate now
that we've completed the general proposal

3caa17e4-94dd-4ef8-acc7-c82e6d3705ca-1
00:01:27.490 --> 00:01:28.080
information.

e102c1ca-a1c9-4cac-8b7a-db57f600734b-0
00:01:54.360 --> 00:01:59.781
As I mentioned before,
for the sake of keeping this video short,

e102c1ca-a1c9-4cac-8b7a-db57f600734b-1
00:01:59.781 --> 00:02:04.953
I'm only going to be completing the
fields that are required,

e102c1ca-a1c9-4cac-8b7a-db57f600734b-2
00:02:04.953 --> 00:02:10.208
but for your own purposes,
please fill out all the information

e102c1ca-a1c9-4cac-8b7a-db57f600734b-3
00:02:10.208 --> 00:02:11.460
necessary here.

bfc5af34-c5a5-4d4b-93a1-772e09562a28-0
00:02:11.460 --> 00:02:14.685
We have the budget periods and key dates,
so we're going to fill out the

bfc5af34-c5a5-4d4b-93a1-772e09562a28-1
00:02:14.685 --> 00:02:16.100
application submission deadline.

d60c7961-786f-4fae-aef1-08abc7c76144-0
00:02:16.940 --> 00:02:19.180
I'm going to choose Saturday the 21st.

b3e3db08-6527-4aef-b729-845cd22ed6e9-0
00:02:22.580 --> 00:02:26.151
And then if you have a date response
expected from the sponsor,

b3e3db08-6527-4aef-b729-845cd22ed6e9-1
00:02:26.151 --> 00:02:27.100
put that in here.

879be576-f5e1-41d6-99f1-3b9d1753bb91-0
00:02:41.520 --> 00:02:46.108
On the compliance review page,
please answer all the questions involving

879be576-f5e1-41d6-99f1-3b9d1753bb91-1
00:02:46.108 --> 00:02:49.000
human subjects, laboratory animals,
etcetera.

2577ad58-a201-43d7-a888-2581a907b429-0
00:02:50.000 --> 00:02:53.040
For the sake of keeping this brief,
I'm going to click no to everything.

3e2c1cf7-ddab-4226-8823-a6d11df657a0-0
00:03:13.240 --> 00:03:16.080
Add in any additional proposal
information if needed.

2f100a75-d1b7-4a7d-90af-cdbc17f501d1-0
00:03:17.400 --> 00:03:22.240
We're going to click No for Clinical
Trial and none of the above.

290d9e88-307b-4b80-a8ac-98e731321616-0
00:03:29.080 --> 00:03:32.890
Once all the fields have been filled out,
we're going to click Finish to complete

290d9e88-307b-4b80-a8ac-98e731321616-1
00:03:32.890 --> 00:03:35.400
the Smart form and go back to the
proposal workspace.

262da4e5-49ab-42ae-be88-96a41f32947a-0
00:03:37.360 --> 00:03:40.045
Before we do that,
let's take a look at the completion

262da4e5-49ab-42ae-be88-96a41f32947a-1
00:03:40.045 --> 00:03:40.680
instructions.

c2ffab86-9e03-4f82-ac89-07c2c476bff0-0
00:03:41.200 --> 00:03:44.694
We're going to click Validate to make
sure that all required questions in the

c2ffab86-9e03-4f82-ac89-07c2c476bff0-1
00:03:44.694 --> 00:03:45.680
proposal are complete.

3f5c13e7-449d-4e35-844a-87430cafd3a8-0
00:03:46.920 --> 00:03:50.800
This will also show us if we have any
errors and we'll be able to correct those.

735d9e96-b48f-4263-bb1a-822833a9dcec-0
00:03:50.800 --> 00:03:56.832
At this time,
let's go ahead and click validate all

735d9e96-b48f-4263-bb1a-822833a9dcec-1
00:03:56.832 --> 00:03:58.920
green check marks.

3e4c4d1f-5eb1-4ca7-bad2-bba86a23e9a0-0
00:03:58.920 --> 00:04:02.680
That means everything looks good and we
are good to complete our funding proposal.

298a4a0c-8287-4fcc-b5ab-fb35d54b364c-0
00:04:03.360 --> 00:04:04.280
I'll click finish.

950d08a3-5b39-4ad6-88e1-03c19fcad401-0
00:04:14.430 --> 00:04:16.982
As a note,
when completing A funding proposal,

950d08a3-5b39-4ad6-88e1-03c19fcad401-1
00:04:16.982 --> 00:04:20.350
the person who initiates the proposal
will default to the Pi.

338ad28a-bee9-4769-b040-ef1a3044c740-0
00:04:20.920 --> 00:04:24.451
If you're a research admin creating a
proposal on behalf of API,

338ad28a-bee9-4769-b040-ef1a3044c740-1
00:04:24.451 --> 00:04:27.440
you must make sure to remember to update
the Pi field.

a1ff3b4f-f0d7-48fc-9d8c-23e2ac8e74c6-0
00:04:28.680 --> 00:04:29.880
That's this field right here.

1b614a58-5a57-413e-9c8d-3b3b37169f4b-0
00:04:30.080 --> 00:04:33.840
You can do that by clicking on Edit
Funding Proposal on the left.

75e6beba-7a18-4bde-b8cc-3d1074f85dbd-0
00:04:35.920 --> 00:04:38.689
Now that we're on the proposal workspace
again,

75e6beba-7a18-4bde-b8cc-3d1074f85dbd-1
00:04:38.689 --> 00:04:41.920
we're going to Scroll down and look at
the Budgets tab.

2562658d-cf13-434f-ac1e-ce41dfc2f31c-0
00:04:43.120 --> 00:04:46.520
I'm going to click on the budget name to
open the Budget workspace.

7e987b62-8cb0-4563-9c3d-f9ab30e6ade1-0
00:04:54.200 --> 00:04:55.400
Now we can view the budget.

ab3e4b09-7b99-48fd-a223-15197b492ca9-0
00:04:56.040 --> 00:05:04.996
If something needs to be changed,
we can go over to the left and click Edit

ab3e4b09-7b99-48fd-a223-15197b492ca9-1
00:05:04.996 --> 00:05:07.000
Budget over here.

0c38a697-e6f7-4526-bd04-5c12217f254e-0
00:05:07.000 --> 00:05:10.840
If you need to make any changes to the
budget, fill out the Budget Smart form.

798f4688-034c-4e6c-9140-678e5dcf70ff-0
00:05:12.400 --> 00:05:16.785
For the sake of keeping this short,
I'm going to just click no to these and

798f4688-034c-4e6c-9140-678e5dcf70ff-1
00:05:16.785 --> 00:05:18.920
only fill out the required questions.

486bf2e3-87f1-44c8-81fd-f1ece05a4fd2-0
00:05:27.960 --> 00:05:30.080
Here's the personnel cost definition page.

506ebdcf-3704-4c18-8e83-1b2c91bb8038-0
00:05:30.160 --> 00:05:32.800
If you have any staff members,
make sure to add those here.

46ae5833-42ac-4757-a849-b3fc1bbd38c4-0
00:05:37.680 --> 00:05:38.920
As a note at any point.

29a1bf40-3457-402b-9ba6-51d8566c89bf-0
00:05:38.920 --> 00:05:41.681
If you are unable to finish this in one
sitting,

29a1bf40-3457-402b-9ba6-51d8566c89bf-1
00:05:41.681 --> 00:05:45.400
make sure to click Save and exit so that
you don't lose any work.

b3cef6ad-5678-4b9a-88dd-a3618b2fee2f-0
00:05:47.040 --> 00:05:48.720
Here we have the personnel costs.

793f46a9-f12d-4c07-a639-398c22adeffd-0
00:05:48.720 --> 00:05:52.481
If you need to edit anything,
you can click edit here,

793f46a9-f12d-4c07-a639-398c22adeffd-1
00:05:52.481 --> 00:05:55.080
or you can add in any necessary notes.

285952d9-bcb9-417c-a1d2-e30b7a852ce4-0
00:05:56.120 --> 00:06:03.800
Let me click continue and here you can
add any general costs.

4cec2e72-0f4d-433b-9d3e-b11c448f24f8-0
00:06:11.660 --> 00:06:14.300
This shows the budget information for
general costs.

1fc04567-e9c4-4061-802a-89777d2210fb-0
00:06:14.420 --> 00:06:16.060
You can add in any notes here.

17029290-f9e0-4b6a-a589-d6fe65ab93fb-0
00:06:22.380 --> 00:06:24.620
Here we have the F and A cost overrides.

5330b9be-7acf-4191-9159-36514b3107db-0
00:06:25.740 --> 00:06:27.380
You can fill out any information.

ded47535-749e-4640-9e8a-75ad98a889f6-0
00:06:28.700 --> 00:06:30.940
I'm going to leave everything on no
override.

51e28eaa-6cc6-49b5-9cd1-1c99544a4584-0
00:06:37.040 --> 00:06:39.746
If you have any attachments you need to
add,

51e28eaa-6cc6-49b5-9cd1-1c99544a4584-1
00:06:39.746 --> 00:06:42.935
you can add them here by clicking on the
Add button,

51e28eaa-6cc6-49b5-9cd1-1c99544a4584-2
00:06:42.935 --> 00:06:44.800
or you can drag and drop files.

124b8fb5-bd85-4862-b53f-12c0e09e9fd7-0
00:06:47.160 --> 00:06:50.040
Now that we've finished with the budget,
I'm going to click Finish.

452445b7-1850-4803-b850-c50845a0e4f1-0
00:06:57.210 --> 00:06:59.410
This takes us back to the Budget
workspace.

6b362721-fe8c-4f79-9ba4-d9e2bfea85d7-0
00:06:59.850 --> 00:07:03.810
Click on the Funding Proposal link to
return to the Funding Proposal workspace.

cc8cdb42-92fa-42e2-9a67-e9e2fe7f2b0a-0
00:07:08.680 --> 00:07:12.663
If you have finished entering all of the
information for your funding proposal,

cc8cdb42-92fa-42e2-9a67-e9e2fe7f2b0a-1
00:07:12.663 --> 00:07:15.800
we're going to click Submit for
Department Review on the left.

d5ff4181-06f7-4ab2-b615-b84ef15b72b7-0
00:07:21.980 --> 00:07:24.980
Everything looks OK and there were no
errors here.

8bca78e9-841c-4b66-aef8-30e785ce6d4b-0
00:07:24.980 --> 00:07:29.145
We can add in any necessary comments or
supporting documents if needed,

8bca78e9-841c-4b66-aef8-30e785ce6d4b-1
00:07:29.145 --> 00:07:31.460
but if not we can go ahead and click OK.

45c9bac5-5be5-4daa-a70c-06d4db5ef250-0
00:07:44.680 --> 00:07:46.640
You've now submitted it for department
review.

4b7df718-139e-4092-a1a0-37f1bd4bf909-0
00:07:47.280 --> 00:07:49.864
Congratulations,
you have just completed a funding

4b7df718-139e-4092-a1a0-37f1bd4bf909-1
00:07:49.864 --> 00:07:50.320
proposal.