| | - Use the UMB web-based routing form: Complete, “submit form,” and print out the emailed pdf routing form for hard copy routing of the application for approval signatures. Recommendation: Route a DRAFT of the project description – the budget and justification should be in final form.
- When ready, upload the completed, final PureEdge file to the routing form
After logging in to the web-based routing form, select View Routing Forms, then select the form for this application Click on “Upload Files” Browse for the PureEdge file and Upload You may then log out or work on other routing forms Send an email message to your ORD contact person to advise that the file has been uploaded.
- If corrections must be made to the PureEdge file,
- After logging in to the web-based routing form, select View Routing Forms, then select the form for this application
- Click on “Upload Files”
- Browse using the same “File” (for example, File 1) and Upload. This will overwrite the old PureEdge file in our database.
- Recommendation: Use a different name for the PureEdge file to distinguish it from the prior version(s).
- You may then log out or work on other routing formsSend an email message to your ORD contact person to advise that a revised file has been uploaded.
- PI/Department downloads Application Package from Grants.gov
- You will need to download and install PureEdge Viewer, prior to downloading an Application Package.
- PI/Department completes PureEdge application package and uploads attachments in accordance with agency instructions.
- Recommendation: Create all attachments as pdf files (Read-only) even if the agency does not require it. The pdf files are more stable.
- Reminder: The DUNS number is 188435911. The EIN number is 1526002036A1. If the form does not permit that many digits, use 526002036.
- NIH Tip: There is a mandatory field not highlighted on the “Senior/Key Person Profile” form – the field “Credential, e.g., agency login” must be completed for the PI with the NIH eCommons login.
- PI/Department routes hard copy file and uploads PureEdge file to UMB web-based routing form per the above “Routing” instructions
- Upon receipt of the email message that the FINAL PureEdge file has been uploaded, ORD accesses the PureEdge application file via its database.
- ORD reviews the application.
- If substantive changes are needed, attachments are missing or there are other problems, ORD will contact the PI/Department for a corrected PureEdge file. Upload the corrected file per the above “Routing” instructions.
- ORD submits the application through Grants.gov
- The routing form with all required signatures, including collaborating departments and subcontracts, must be received by ORD before submission.
- ORD notifies the PI/Department that the application has been submitted, either by forwarding Grants.gov emails or via a separate email message.
- ERRORS AND WARNINGS:
- An application with an error will not go forward for review. The error may be detected in Grants.gov or by the agency. Warnings are generated by computerized file review by the agency. Some warnings will need to be corrected and some are “benign”.
- Applications with errors and most warnings must be corrected and resubmitted via Grants.gov prior to the agency deadline.
- NIH Tip: Be sure that the SF424R&R form indicates that this is a “Changed/Corrected” application. Also, in Block 4, Federal Identifier, insert the assigned Grants.gov Tracking Number.
- VALIDATION IN AGENCY SYSTEMS (NIH and NSF)
- NSF and NIH will notify the PI and Signing Official (ORD) that the application is ready for validation.
- PI and ORD Signing Official must both validate the application. The PI should validate first.
- Validation is required within 2 days following receipt of notice from Agency
- PI accesses Agency e-system, reviews application for accurate transmission of data and pdfs, submits PI validation to Agency
- PI emails ORD to advise that PI validation is complete. PI emails ORD if for any reason the application cannot be validated and must be resubmitted.
- ORD reviews application for accuracy of institutional data and submits Signing Official validation. ORD emails PI/Department if any problem arises at this step that will prevent validation.
- AGENCIES THAT DO NOT HAVE VALIDATION REQUIREMENTS
- Recommendation: PI/Department should call Agency Program Office to verify that the application with all required components was received.
- ORD will forward relevant emails from Grants.gov and Agency to PI/Department throughout the process
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