Download PureEdge
Click on “Download grant application packages.”
1
Click “PureEdge Viewer.”
2
If this is your first time downloading
PureEdge:
1. Download the ISC Viewer:
http://www.grants.gov/PEViewer/ICSVie
wer602_grants.exe
2. Download the Update:
http://www.grants.gov/PEViewer/PureE
dgeUpgradeSetup.exe
If you have downloaded the PureEdge
viewer in the past, you may need to
download the Update.
3
If you are not a Windows User click
the hyperlink PureEdge Support for
Non-Windows Users page
or go to
http://www.grants.gov/MacSuppor.
4
Follow the instructions for “Non-Windows Users.”
If you are a NonWindows user, you
will need a windows
emulator to run
PureEdge.
5
Other Software Needed?
You will need Adobe Acrobat or some other software that can convert
documents to PDF.
Applications submitted through Grants.gov will require any
attachments be uploaded as PDFs. If files are uploaded in
anything other than PDF, the application will generate an error.
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Section 4:
Search for Funding Opportunity Announcements (FOA).
Download the Application Package and Instructions.
7
Search for Funding Opportunity Announcements (FOA).
Go to www.grants.gov.
Select “Search for Grant Opportunities.”
8
Perform a Basic Search
Search by keywords.
Examples: R21; SBIR;
Conference, Shared
Instrumentation, etc.
Then, click the
“search” button.
Search by Funding
Opportunity Number.
Examples: PA-06181;PA-06-120, etc.
Then, click the
“search” button.
Do not search by CFDA
number. Some FOAs
have more than one
CFDA number and the
number you enter might not be the primary CFDA number chosen for that FOA.
9
FOAs that meet your search criteria will be displayed. Select
the FOA of your choice by clicking the blue hyperlink.
10
You will be taken to the Synopsis. Click on “Full
Announcement” to see the full announcement of the FOA.
11
Click on “Apply for Grant
Electronically.”
This will take you to the
website where you can
download the application
package and instructions.
12
Click the “download” hyperlink.
13
Enter your email address if you would like to be notified of any
changes associated with this opportunity.
Right click on the hyperlink “Download Application Instructions.” Select
“Save Target As” and choose the location where you want to save this file.
Right click on the
hyperlink “Download
Application Package.”
Select “Save Target As”
and choose the location
where you want to save
the file.
14
Open the “application
instructions” file you
downloaded. It contains
hyperlinks to useful
information.
Click on the hyperlink to
the SF424 R&R Guide. It
is very important to have
the SF424 RR Guide
handy when you are
completing the
application package.
15
Short on time and need instructions for a particular field in the grant
application?
Tip: Turn to the Table of Contents. Look for the specific section to
F
which you need instructions. If that doesn’t work, press Ctrl
on
your keyboard at the same time. In the “Find” window, enter the
keyword you are searching for.
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Section 5: Completing the Application
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Once you have the PureEdge ICS Viewer and PureEdge Update on
your computer, you are ready to open an application package.
Open the application
package you downloaded
to your computer.
Tip: Click the
icon.
This will turn the help
function on. Hover over
any field to get
instructions for that field.
Click the icon again to
turn the help function off.
18
The forms associated with the application package are located on the
left hand side of this page. Click on a form page and click the ‘Open
form” button to open the form page.
19
Required Fields
Grants.gov highlighted it’s
required fields in yellow and
also marked them with an
asterisks “*”.
Funding agencies did not
highlight their required fields.
Since your application will
undergo two error checks, one
by Grants.gov and the other by
the funding agency, you must
complete all fields required by
Grants.gov and all fields
required by the funding agency
in order to pass both error
checks.
20
Maneuvering through the
application:
Use the buttons at the top
of the page to close the
form, move from one page
to another, and to print a
page.
How do I save my application?
You can’t individually save each
form page. You have to save the
application package as a whole.
Close any form page that might
be open by clicking the “Close
Form” button at the top of the
page.
When all forms are closed,
scroll to the top of the grant
application package page and
click the “Save” button
21
The top section of the
Grant Application
Package page will be
pre-populated based
on the FOA associated
with this package. Do
not modify or enter
information on the top
half of this page.
Complete the form pages
and all required fields in
the order in which they
appear. Information you
enter in the first form
page will be used to
populate the other form
pages.
22
Section 5 refers to “Applicant
Information.” The term
“Applicant” refers to the
applicant organization and
not the PI.
The SF 424 R&R form page is
a 2 page document. Click
“Next” to see the second
page.
To print the SF 424 R&R form
page you will need to print
each page individually. To do
so, click the “Print Page”
button at the top of each
page.
23
PHS 398 Research Plan
The research plan must
be completed in
sections and each
section must be saved
as its own separate file.
When uploading
documents into the
application package,
make sure each file is
saved as a PDF before
you upload it.
Only PDF files will be
accepted. Any other
types of files will
generate errors.
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Research & Related Senior/Key Person Profile
Key personnel are entered
here. Each person’s
biosketch will be uploaded as
a pdf attachment after their
profile.
To move to the next profile,
click the “Next Person”
button.
25
Research & Related Budget - Section A & B
If your application
requires a full budget (as
opposed to a modular
budget) you will need to
complete a detailed
budget page for each
year of the project.
Instead of percent effort,
you will now have to
enter “person months.”
Note: Person months cannot be less than 1. Entering person months of less than 1 will
generate an error during the error checks. If your calculation of person months is less
than 1, round up to 1 and enter the actual number of person months in the justification.
26
Courtesy of Stanford University.
27
Research & Related Budget - Section A & B
Before the system will allow
you to proceed to the next
budget period, you must
upload the budget
justification.
Tip: If the budget
justification file is not ready,
upload any file as a place
holder. Doing so will
activate the “Next Period”
button. However, please
remember to go back and
upload the budget
justification.
Click the “Next Period”
button to move on to the
next period.
28
Research & Related Budget – Cumulative Budget
After all periods of the
budget are complete, the
cumulative budget will be
automatically calculated.
29
If your application includes a collaboration with another organization,
open the Research & Related Subaward Budget.
30
R&R Subaward Budget Attachment(s) Form
Click the button labeled
“Click here to extract the
R&R Subaward Budget
Attachment.”
Save the file to your
computer. Email the file to
your collaborator to
complete.
When the file is emailed back
to you, upload it as an
attachment on this page.
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After the application is complete, move all required forms from the left
side to the right side.
Click the button “Check
Package for Errors.”
If errors are found, each error
will appear one at a time.
Correct the error. Click
“Check package for errors.”
Correct the next error. Click
“Check package for errors.”
Correct the next error and so
forth.
Once all errors have been
corrected, save the
application.
Send the application to your
AOR to review.
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Section 6: Submitting the Application
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After the AOR reviews the application, if no error’s are found, the AOR will
save the application.
Saving the application will
activate the “Submit”
button.
The AOR will click the
“submit” button to submit
the application.
Clicking the submit button
will trigger the web browser
to automatically open to the
Grants.gov login page.
The AOR will enter his/her
username and password to
log in.
34
The AOR will electronically sign and submit the application by clicking
the “Sign and Submit Application” button.
35
A confirmation message will appear on the screen once the application is
submitted
Print the confirmation
for your records.
You will need the
Grants.gov tracking
number if you have
questions about your
application, or your
application gets lost
along the submission
process.
You will also need the
tracking number to
track the status of your
application.
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Section 7:
Tracking applications in Grants.gov
and (for HHS agencies) in the
eRA Commons
37
Tracking applications in Grants.gov
Go to http://www.grants.gov/GetStartedRegister?type=aor&showNav=reg.
Click on “Track Application Status.”
38
Enter your username and password, and click the “Login” button.
39
Click on “Check Application Status.”
40
You will see a list of the grant applications you, as
AOR, have submitted. You can check the status of
those applications on this page.
41
What do the application statuses mean?
•
A status of Received indicates that Grants.gov has received the application, but
the application is awaiting validation.
•
A status of Validated indicates that Grants.gov validated the application and it
is available for the agency to download.
•
A status of Received by Agency indicates that the agency has confirmed
receipt of the application package.
•
A status of Agency Tracking Number Assigned indicates that the agency has
assigned an internal tracking number to your application. This is the last status
that Grants.gov tracks. Updates beyond this must be checked with the agency
directly.
– Note: All agencies do not assign tracking numbers. If you do not see an
agency tracking number, this does not imply that the agency did not
receive or process your application. The assignment of tracking numbers
is based on the policy of a particular agency.
•
A status of Rejected with Errors indicates that Grants.gov was unable to
process your application because of an error(s) and cannot accept the
application until you correct the errors and successfully resubmit the
application. You will receive email notification with information on how to
address the error(s).
This information can be found on the Grants.gov website in the Frequent Questions section.
http://www.grants.gov/GrantsGov_UST_Grantee/!SSL!/WebHelp/applyingforgrants.html#question16
42
Each agency will have it’s own process to notify you of errors.
It typically takes:
Up to 1 day for Grants.gov validation.
Up to 2 days for NIH Commons validation.
If you do not know what to expect from the funding agency after your
application is submitted through Grants.gov, call the funding agency.
Ask how long it will take to find out whether your application has any
agency specific errors?
A good rule of thumb: If you have not heard from the funding agency
within 3 days of submitting the grant, call the agency to check on the
status of the grant.
43
Don’t be passive. Be proactive!
Agencies will accept corrected applications up to a certain point. If
you wait too long to check on your application, you might miss your
opportunity to submit a corrected application.
44
If your application is going to NIH or to some other HHS agency
(such as AHRQ, FDA, etc) you will track your application and
check for errors in the Commons
Log in to the Commons at https://commons.era.nih.gov/commons/.
45
Click on “Status.”
46
Click on “eApplications.”
47
Mark the box next to “Show eSubmission Errors.”
If you want to narrow or expand your search, complete the
“Received Date” fields.
48
A list of applications submitted through Grants.gov will be
displayed. Click on the application ID to view errors.
49
These are examples of errors received.
50
Where do I go to retrieve my application
to correct the errors?
The application was originally submitted from the AOR’s computer.
Unless it was deleted, it should still be on that computer.
Have your AOR send the application to you.
Open the application.
Correct the errors.
Send the corrected application to your AOR to submit
through Gants.gov.
- A new tracking number will be assigned to your
application every time it submit it through Grants.gov.
NOTE: If your application is an NSF application, go to FASTLANE to
retrieve your application. Correct the errors through FASTLANE. You do
not need to submit your corrected application through Grants.gov.
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Section 8: Tips
•
PureEdge: Download the ICS Viewer, then download the Update. You
have to download the viewer and the update as two separate actions.
•
Application Package: When you open the application package, the top
of the page will include icons. Click the
icon. This will turn the
help function on. Hover over any field to get brief instructions for that
field. Click the icon again to turn the help function off.
•
When completing the application package, each form page will have
buttons at the top of the page, (for example: Close Form, Next,
Previous, Print, etc). Use those buttons to perform those actions.
•
When completing the application packet, make sure you have the FOA
and the SF424 (R&R) Application Guide. You will need both in order to
complete the application.
•
If you have questions about a particular field in the SF424 R&R
application package, use the Table of Contents or “Ctrl+F” to search
for the section in question.
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•
Budget Page: You will need to upload the budget justification in the first period
of the budget page in order to be able to access the second period of the
budget. If the budget justification is not ready, upload any file as a place holder
but remember to come back and upload the budget justification.
•
Printing: If you want to print the application, you are going to have to go to
each page of the application packet and print each page as a separate job.
•
To route your application to your AOR, you can send it as an email attachment,
save it onto a memory stick or thumb drive and walk it over to your AOR, or if
you organization has a drop box, you can upload it into an electronic drop box.
•
When your AOR submits your application, make sure to record the tracking
number. If you have not heard from the funding agency within 3 days, call them
to ask about the status of your application.
•
If your application generates errors, go to your computer, find the application,
correct the errors or have the PI correct the errors. Submit the application as a
“corrected application.”
•
The field “Federal Identifier" will become required on “corrected” applications.
Enter the tracking number. If you don’t have the tracking number and can’t find
it, enter “N/A.” Because the Federal Identifier is a required field on corrected
applications, you cannot leave it blank. If you do, this will generate an error.
•
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